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CHALLENGER COMPANIES, INC. 401K PLAN 401k Plan overview

Plan NameCHALLENGER COMPANIES, INC. 401K PLAN
Plan identification number 001

CHALLENGER COMPANIES, INC. 401K PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

CHALLENGER COMPANIES, INC. has sponsored the creation of one or more 401k plans.

Company Name:CHALLENGER COMPANIES, INC.
Employer identification number (EIN):841433181
NAIC Classification:238210
NAIC Description:Electrical Contractors and Other Wiring Installation Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CHALLENGER COMPANIES, INC. 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01JASON WRIGHT2024-10-14
0012022-01-01
0012021-01-01
0012020-01-01AMY STARK2021-10-14
0012019-01-01
0012018-01-01ELIZABETH THOMPSON
0012017-01-01JASON WRIGHT
0012016-01-01JASON WRIGHT
0012015-01-01JASON WRIGHT
0012014-01-01JASON WRIGHT
0012013-01-01JASON WRIGHT
0012012-01-01JASON WRIGHT
0012011-01-01JASON WRIGHT
0012010-01-01JASON WRIGHT
0012009-01-01JASON WRIGHT JASON WRIGHT2010-07-15

Plan Statistics for CHALLENGER COMPANIES, INC. 401K PLAN

401k plan membership statisitcs for CHALLENGER COMPANIES, INC. 401K PLAN

Measure Date Value
2023: CHALLENGER COMPANIES, INC. 401K PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01175
Total number of active participants reported on line 7a of the Form 55002023-01-01140
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-0129
Total of all active and inactive participants2023-01-01169
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-011
Total participants2023-01-01170
Number of participants with account balances2023-01-01118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: CHALLENGER COMPANIES, INC. 401K PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01155
Total number of active participants reported on line 7a of the Form 55002022-01-01148
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0127
Total of all active and inactive participants2022-01-01175
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01175
Number of participants with account balances2022-01-01113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: CHALLENGER COMPANIES, INC. 401K PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01147
Total number of active participants reported on line 7a of the Form 55002021-01-01119
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0136
Total of all active and inactive participants2021-01-01155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01155
Number of participants with account balances2021-01-01106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: CHALLENGER COMPANIES, INC. 401K PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01119
Total number of active participants reported on line 7a of the Form 55002020-01-01132
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0115
Total of all active and inactive participants2020-01-01147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01147
Number of participants with account balances2020-01-0194
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: CHALLENGER COMPANIES, INC. 401K PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01134
Total number of active participants reported on line 7a of the Form 55002019-01-01109
Number of retired or separated participants receiving benefits2019-01-0110
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-01119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01119
Number of participants with account balances2019-01-0182
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: CHALLENGER COMPANIES, INC. 401K PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01115
Total number of active participants reported on line 7a of the Form 55002018-01-01125
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-019
Total of all active and inactive participants2018-01-01134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01134
Number of participants with account balances2018-01-0183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: CHALLENGER COMPANIES, INC. 401K PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0199
Total number of active participants reported on line 7a of the Form 55002017-01-01111
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-014
Total of all active and inactive participants2017-01-01115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01115
Number of participants with account balances2017-01-0165
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: CHALLENGER COMPANIES, INC. 401K PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01102
Total number of active participants reported on line 7a of the Form 55002016-01-0195
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-014
Total of all active and inactive participants2016-01-0199
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0199
Number of participants with account balances2016-01-0155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: CHALLENGER COMPANIES, INC. 401K PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0167
Total number of active participants reported on line 7a of the Form 55002015-01-01101
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-011
Total of all active and inactive participants2015-01-01102
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01102
Number of participants with account balances2015-01-0141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: CHALLENGER COMPANIES, INC. 401K PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0163
Total number of active participants reported on line 7a of the Form 55002014-01-0162
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-015
Total of all active and inactive participants2014-01-0167
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0167
Number of participants with account balances2014-01-0140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-011
2013: CHALLENGER COMPANIES, INC. 401K PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0131
Total number of active participants reported on line 7a of the Form 55002013-01-0159
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-014
Total of all active and inactive participants2013-01-0163
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0163
Number of participants with account balances2013-01-0136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: CHALLENGER COMPANIES, INC. 401K PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0140
Total number of active participants reported on line 7a of the Form 55002012-01-0127
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-014
Total of all active and inactive participants2012-01-0131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0131
Number of participants with account balances2012-01-0131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: CHALLENGER COMPANIES, INC. 401K PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0148
Total number of active participants reported on line 7a of the Form 55002011-01-0137
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-013
Total of all active and inactive participants2011-01-0140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0140
Number of participants with account balances2011-01-0127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: CHALLENGER COMPANIES, INC. 401K PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0150
Total number of active participants reported on line 7a of the Form 55002010-01-0146
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-012
Total of all active and inactive participants2010-01-0148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-0148
Number of participants with account balances2010-01-0121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: CHALLENGER COMPANIES, INC. 401K PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0157
Total number of active participants reported on line 7a of the Form 55002009-01-0137
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0113
Total of all active and inactive participants2009-01-0150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0150
Number of participants with account balances2009-01-0130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-011

Financial Data on CHALLENGER COMPANIES, INC. 401K PLAN

Measure Date Value
2023 : CHALLENGER COMPANIES, INC. 401K PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$914
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$1,163
Total income from all sources (including contributions)2023-12-31$2,207,288
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$667,525
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$615,420
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$1,065,710
Value of total assets at end of year2023-12-31$7,348,385
Value of total assets at beginning of year2023-12-31$5,808,871
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$52,105
Total interest from all sources2023-12-31$9,645
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$170,469
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$170,469
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$500,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$725,268
Participant contributions at end of year2023-12-31$158,307
Participant contributions at beginning of year2023-12-31$89,997
Participant contributions at end of year2023-12-31$0
Participant contributions at beginning of year2023-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$9,978
Liabilities. Value of operating payables at end of year2023-12-31$914
Liabilities. Value of operating payables at beginning of year2023-12-31$1,163
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$1,539,763
Value of net assets at end of year (total assets less liabilities)2023-12-31$7,347,471
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$5,807,708
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Investment advisory and management fees2023-12-31$31,794
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$7,190,078
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$5,718,874
Interest on participant loans2023-12-31$9,645
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$961,464
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$330,464
Employer contributions (assets) at end of year2023-12-31$0
Employer contributions (assets) at beginning of year2023-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$615,420
Contract administrator fees2023-12-31$1,255
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31HARRIS CPAS P.C.
Accountancy firm EIN2023-12-31990658768
2022 : CHALLENGER COMPANIES, INC. 401K PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$1,163
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$160
Total income from all sources (including contributions)2022-12-31$27,014
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$609,706
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$566,950
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,068,851
Value of total assets at end of year2022-12-31$5,808,871
Value of total assets at beginning of year2022-12-31$6,390,560
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$42,756
Total interest from all sources2022-12-31$5,292
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$160,098
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$160,098
Administrative expenses professional fees incurred2022-12-31$18,140
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$706,059
Participant contributions at end of year2022-12-31$89,997
Participant contributions at beginning of year2022-12-31$137,730
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$41,735
Liabilities. Value of operating payables at end of year2022-12-31$1,163
Liabilities. Value of operating payables at beginning of year2022-12-31$160
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-582,692
Value of net assets at end of year (total assets less liabilities)2022-12-31$5,807,708
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$6,390,400
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$22,726
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$5,718,874
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$6,252,830
Interest on participant loans2022-12-31$5,292
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,207,227
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$321,057
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$566,950
Contract administrator fees2022-12-31$1,890
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31HARRIS CPA'S
Accountancy firm EIN2022-12-31264022510
2021 : CHALLENGER COMPANIES, INC. 401K PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$160
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$1,764,668
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$602,009
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$561,223
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$894,729
Value of total assets at end of year2021-12-31$6,390,560
Value of total assets at beginning of year2021-12-31$5,227,741
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$40,786
Total interest from all sources2021-12-31$5,705
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$572,102
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$572,102
Administrative expenses professional fees incurred2021-12-31$16,808
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$582,479
Participant contributions at end of year2021-12-31$137,730
Participant contributions at beginning of year2021-12-31$107,559
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$8,235
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$78,044
Liabilities. Value of operating payables at end of year2021-12-31$160
Liabilities. Value of operating payables at beginning of year2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$1,162,659
Value of net assets at end of year (total assets less liabilities)2021-12-31$6,390,400
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$5,227,741
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$22,628
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$6,252,830
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$5,100,760
Interest on participant loans2021-12-31$5,705
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$292,132
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$234,206
Employer contributions (assets) at end of year2021-12-31$0
Employer contributions (assets) at beginning of year2021-12-31$11,187
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$561,223
Contract administrator fees2021-12-31$1,350
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31HARRIS CPA'S
Accountancy firm EIN2021-12-31264022510
2020 : CHALLENGER COMPANIES, INC. 401K PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$1,570,425
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$359,675
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$328,027
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$793,664
Value of total assets at end of year2020-12-31$5,227,741
Value of total assets at beginning of year2020-12-31$4,016,991
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$31,648
Total interest from all sources2020-12-31$6,473
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$126,091
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$126,091
Administrative expenses professional fees incurred2020-12-31$14,680
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$420,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$527,930
Participant contributions at end of year2020-12-31$107,559
Participant contributions at beginning of year2020-12-31$106,200
Participant contributions at end of year2020-12-31$8,235
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$47,015
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$1,210,750
Value of net assets at end of year (total assets less liabilities)2020-12-31$5,227,741
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$4,016,991
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$16,428
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$5,100,760
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$3,910,791
Interest on participant loans2020-12-31$6,473
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$644,197
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$218,719
Employer contributions (assets) at end of year2020-12-31$11,187
Employer contributions (assets) at beginning of year2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$328,027
Contract administrator fees2020-12-31$540
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31HARRIS CPA'S
Accountancy firm EIN2020-12-31264022510
2019 : CHALLENGER COMPANIES, INC. 401K PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$27
Total income from all sources (including contributions)2019-12-31$1,420,154
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$304,119
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$274,691
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$694,193
Value of total assets at end of year2019-12-31$4,016,991
Value of total assets at beginning of year2019-12-31$2,900,983
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$29,428
Total interest from all sources2019-12-31$4,234
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$88,226
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$88,226
Administrative expenses professional fees incurred2019-12-31$28,178
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$420,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$473,684
Participant contributions at end of year2019-12-31$106,200
Participant contributions at beginning of year2019-12-31$56,931
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$15,902
Liabilities. Value of operating payables at end of year2019-12-31$0
Liabilities. Value of operating payables at beginning of year2019-12-31$27
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$1,116,035
Value of net assets at end of year (total assets less liabilities)2019-12-31$4,016,991
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$2,900,956
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$3,910,791
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$2,844,052
Interest on participant loans2019-12-31$4,234
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$633,501
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$204,607
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$274,691
Contract administrator fees2019-12-31$1,250
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31HARRIS CPA'S
Accountancy firm EIN2019-12-31264022510
2018 : CHALLENGER COMPANIES, INC. 401K PLAN 2018 401k financial data
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$478
Total income from all sources2018-12-31$640,433
Expenses. Total of all expenses incurred2018-12-31$203,598
Benefits paid (including direct rollovers)2018-12-31$179,637
Total plan assets at end of year2018-12-31$2,900,956
Total plan assets at beginning of year2018-12-31$2,464,599
Value of fidelity bond covering the plan2018-12-31$300,000
Total contributions received or receivable from participants2018-12-31$533,275
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$156,795
Other income received2018-12-31$-245,995
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$436,835
Net plan assets at end of year (total assets less liabilities)2018-12-31$2,900,956
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$2,464,121
Assets. Value of participant loans2018-12-31$56,931
Total contributions received or receivable from employer(s)2018-12-31$196,358
Value of certain deemed distributions of participant loans2018-12-31$0
Value of corrective distributions2018-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$23,961
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : CHALLENGER COMPANIES, INC. 401K PLAN 2017 401k financial data
Transfers to/from the plan2017-12-31$0
Total plan liabilities at end of year2017-12-31$478
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$801,568
Expenses. Total of all expenses incurred2017-12-31$302,021
Benefits paid (including direct rollovers)2017-12-31$279,762
Total plan assets at end of year2017-12-31$2,464,599
Total plan assets at beginning of year2017-12-31$1,964,574
Value of fidelity bond covering the plan2017-12-31$250,000
Total contributions received or receivable from participants2017-12-31$303,102
Expenses. Other expenses not covered elsewhere2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$13,615
Other income received2017-12-31$361,505
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$499,547
Net plan assets at end of year (total assets less liabilities)2017-12-31$2,464,121
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$1,964,574
Assets. Value of participant loans2017-12-31$27,310
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022017-12-31$230
Total contributions received or receivable from employer(s)2017-12-31$123,346
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$4,188
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$18,071
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : CHALLENGER COMPANIES, INC. 401K PLAN 2016 401k financial data
Transfers to/from the plan2016-12-31$0
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$524,868
Expenses. Total of all expenses incurred2016-12-31$159,199
Benefits paid (including direct rollovers)2016-12-31$145,306
Total plan assets at end of year2016-12-31$1,964,574
Total plan assets at beginning of year2016-12-31$1,598,905
Value of fidelity bond covering the plan2016-12-31$200,000
Total contributions received or receivable from participants2016-12-31$243,778
Expenses. Other expenses not covered elsewhere2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$22,078
Other income received2016-12-31$161,052
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$365,669
Net plan assets at end of year (total assets less liabilities)2016-12-31$1,964,574
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$1,598,905
Assets. Value of participant loans2016-12-31$33,528
Total contributions received or receivable from employer(s)2016-12-31$97,960
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$1,993
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$11,900
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : CHALLENGER COMPANIES, INC. 401K PLAN 2015 401k financial data
Transfers to/from the plan2015-12-31$0
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$248,728
Expenses. Total of all expenses incurred2015-12-31$194,404
Benefits paid (including direct rollovers)2015-12-31$189,469
Total plan assets at end of year2015-12-31$1,598,905
Total plan assets at beginning of year2015-12-31$1,544,581
Value of fidelity bond covering the plan2015-12-31$200,000
Total contributions received or receivable from participants2015-12-31$198,888
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$-33,351
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$54,324
Net plan assets at end of year (total assets less liabilities)2015-12-31$1,598,905
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$1,544,581
Assets. Value of participant loans2015-12-31$36,153
Total contributions received or receivable from employer(s)2015-12-31$83,191
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$4,935
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : CHALLENGER COMPANIES, INC. 401K PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$335,424
Expenses. Total of all expenses incurred2014-12-31$109,352
Benefits paid (including direct rollovers)2014-12-31$101,088
Total plan assets at end of year2014-12-31$1,544,581
Total plan assets at beginning of year2014-12-31$1,318,509
Value of fidelity bond covering the plan2014-12-31$160,000
Total contributions received or receivable from participants2014-12-31$165,839
Expenses. Other expenses not covered elsewhere2014-12-31$3,901
Contributions received from other sources (not participants or employers)2014-12-31$21,333
Other income received2014-12-31$80,123
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$226,072
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,544,581
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,318,509
Assets. Value of participant loans2014-12-31$47,083
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022014-12-31$51
Total contributions received or receivable from employer(s)2014-12-31$68,129
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$4,363
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : CHALLENGER COMPANIES, INC. 401K PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$372,075
Expenses. Total of all expenses incurred2013-12-31$27,356
Benefits paid (including direct rollovers)2013-12-31$24,263
Total plan assets at end of year2013-12-31$1,318,509
Total plan assets at beginning of year2013-12-31$973,790
Value of fidelity bond covering the plan2013-12-31$135,000
Total contributions received or receivable from participants2013-12-31$134,546
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$179,459
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$344,719
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,318,509
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$973,790
Assets. Value of participant loans2013-12-31$22,345
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022013-12-31$51
Total contributions received or receivable from employer(s)2013-12-31$58,070
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$3,093
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : CHALLENGER COMPANIES, INC. 401K PLAN 2012 401k financial data
Transfers to/from the plan2012-12-31$0
Total plan liabilities at end of year2012-12-31$0
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$269,476
Expenses. Total of all expenses incurred2012-12-31$26,334
Benefits paid (including direct rollovers)2012-12-31$23,972
Total plan assets at end of year2012-12-31$973,790
Total plan assets at beginning of year2012-12-31$730,648
Value of fidelity bond covering the plan2012-12-31$75,000
Total contributions received or receivable from participants2012-12-31$116,493
Expenses. Other expenses not covered elsewhere2012-12-31$0
Contributions received from other sources (not participants or employers)2012-12-31$6,244
Other income received2012-12-31$99,882
Noncash contributions received2012-12-31$0
Net income (gross income less expenses)2012-12-31$243,142
Net plan assets at end of year (total assets less liabilities)2012-12-31$973,790
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$730,648
Assets. Value of participant loans2012-12-31$11,634
Total contributions received or receivable from employer(s)2012-12-31$46,857
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$2,362
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : CHALLENGER COMPANIES, INC. 401K PLAN 2011 401k financial data
Transfers to/from the plan2011-12-31$0
Total plan liabilities at end of year2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$102,589
Expenses. Total of all expenses incurred2011-12-31$581
Benefits paid (including direct rollovers)2011-12-31$0
Total plan assets at end of year2011-12-31$730,648
Total plan assets at beginning of year2011-12-31$628,640
Value of fidelity bond covering the plan2011-12-31$75,000
Total contributions received or receivable from participants2011-12-31$51,230
Expenses. Other expenses not covered elsewhere2011-12-31$0
Contributions received from other sources (not participants or employers)2011-12-31$42,273
Other income received2011-12-31$-11,047
Noncash contributions received2011-12-31$0
Net income (gross income less expenses)2011-12-31$102,008
Net plan assets at end of year (total assets less liabilities)2011-12-31$730,648
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$628,640
Assets. Value of participant loans2011-12-31$16,151
Total contributions received or receivable from employer(s)2011-12-31$20,133
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$581
2010 : CHALLENGER COMPANIES, INC. 401K PLAN 2010 401k financial data
Transfers to/from the plan2010-12-31$0
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$100,960
Expenses. Total of all expenses incurred2010-12-31$131,777
Benefits paid (including direct rollovers)2010-12-31$130,264
Total plan assets at end of year2010-12-31$628,640
Total plan assets at beginning of year2010-12-31$659,457
Value of fidelity bond covering the plan2010-12-31$65,000
Total contributions received or receivable from participants2010-12-31$27,306
Expenses. Other expenses not covered elsewhere2010-12-31$0
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$73,654
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$-30,817
Net plan assets at end of year (total assets less liabilities)2010-12-31$628,640
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$659,457
Assets. Value of participant loans2010-12-31$20,482
Total contributions received or receivable from employer(s)2010-12-31$0
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$1,513
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : CHALLENGER COMPANIES, INC. 401K PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for CHALLENGER COMPANIES, INC. 401K PLAN

2023: CHALLENGER COMPANIES, INC. 401K PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: CHALLENGER COMPANIES, INC. 401K PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: CHALLENGER COMPANIES, INC. 401K PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: CHALLENGER COMPANIES, INC. 401K PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: CHALLENGER COMPANIES, INC. 401K PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: CHALLENGER COMPANIES, INC. 401K PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: CHALLENGER COMPANIES, INC. 401K PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: CHALLENGER COMPANIES, INC. 401K PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: CHALLENGER COMPANIES, INC. 401K PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: CHALLENGER COMPANIES, INC. 401K PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: CHALLENGER COMPANIES, INC. 401K PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: CHALLENGER COMPANIES, INC. 401K PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: CHALLENGER COMPANIES, INC. 401K PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: CHALLENGER COMPANIES, INC. 401K PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: CHALLENGER COMPANIES, INC. 401K PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number333131-01
Policy instance 1
Insurance contract or identification number333131-01
Number of Individuals Covered2
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number333131-01
Policy instance 1
Insurance contract or identification number333131-01
Number of Individuals Covered1
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number333131-01
Policy instance 1
Insurance contract or identification number333131-01
Number of Individuals Covered3
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number333131-01
Policy instance 1
Insurance contract or identification number333131-01
Number of Individuals Covered3
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number333131-01
Policy instance 1
Insurance contract or identification number333131-01
Number of Individuals Covered5
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number333131-01
Policy instance 1
Insurance contract or identification number333131-01
Number of Individuals Covered3
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number333131-01
Policy instance 1
Insurance contract or identification number333131-01
Number of Individuals Covered5
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number333131-01
Policy instance 1
Insurance contract or identification number333131-01
Number of Individuals Covered3
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number333131-01
Policy instance 1
Insurance contract or identification number333131-01
Number of Individuals Covered2
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number333131-01
Policy instance 1
Insurance contract or identification number333131-01
Number of Individuals Covered2
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number333131-01
Policy instance 1
Insurance contract or identification number333131-01
Number of Individuals Covered2
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number333131-01
Policy instance 1
Insurance contract or identification number333131-01
Number of Individuals Covered2
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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