401k Plan data: KINTETSU RETIREMENT PLAN plan

KINTETSU RETIREMENT PLAN 401k Plan overview

Plan Name	KINTETSU RETIREMENT PLAN
Plan identification number	333

KINTETSU RETIREMENT PLAN Benefits

401k Plan Type

Defined 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

THE KINTETSU RETIREMENT PLAN BOARD has sponsored the creation of one or more 401k plans.

Company Name: THE KINTETSU RETIREMENT PLAN BOARD

Employer identification number (EIN): 843609963

NAIC Classification: 488100
NAIC Description: Support Activities for Air Transportation

Form 5500 Filing Information

Submission information for form 5500 for 401k plan KINTETSU RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
333 2023-01-01
333 2022-01-01
333 2021-01-01
333 2020-01-01
333 2020-01-01

Plan Statistics for KINTETSU RETIREMENT PLAN

401k plan membership statisitcs for KINTETSU RETIREMENT PLAN

Measure Date Value
2023: KINTETSU RETIREMENT PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 247
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 139
Number of retired or separated participants receiving benefits 2023-01-01 13
Number of other retired or separated participants entitled to future benefits 2023-01-01 99
Total of all active and inactive participants 2023-01-01 251
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 251
Number of participants with account balances 2023-01-01 231
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 0
2022: KINTETSU RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 270
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 136
Number of retired or separated participants receiving benefits 2022-01-01 5
Number of other retired or separated participants entitled to future benefits 2022-01-01 98
Total of all active and inactive participants 2022-01-01 239
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 239
Number of participants with account balances 2022-01-01 213
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 11
2021: KINTETSU RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 319
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 164
Number of retired or separated participants receiving benefits 2021-01-01 11
Number of other retired or separated participants entitled to future benefits 2021-01-01 95
Total of all active and inactive participants 2021-01-01 270
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 270
Number of participants with account balances 2021-01-01 247
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 15
2020: KINTETSU RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 222
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 225
Number of retired or separated participants receiving benefits 2020-01-01 3
Number of other retired or separated participants entitled to future benefits 2020-01-01 89
Total of all active and inactive participants 2020-01-01 317
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 317
Number of participants with account balances 2020-01-01 280
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 10

Measure	Date	Value
2023: KINTETSU RETIREMENT PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	247
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	139
Number of retired or separated participants receiving benefits	2023-01-01	13
Number of other retired or separated participants entitled to future benefits	2023-01-01	99
Total of all active and inactive participants	2023-01-01	251
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	251
Number of participants with account balances	2023-01-01	231
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	0
2022: KINTETSU RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	270
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	136
Number of retired or separated participants receiving benefits	2022-01-01	5
Number of other retired or separated participants entitled to future benefits	2022-01-01	98
Total of all active and inactive participants	2022-01-01	239
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	239
Number of participants with account balances	2022-01-01	213
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	11
2021: KINTETSU RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	319
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	164
Number of retired or separated participants receiving benefits	2021-01-01	11
Number of other retired or separated participants entitled to future benefits	2021-01-01	95
Total of all active and inactive participants	2021-01-01	270
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	270
Number of participants with account balances	2021-01-01	247
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	15
2020: KINTETSU RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	222
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	225
Number of retired or separated participants receiving benefits	2020-01-01	3
Number of other retired or separated participants entitled to future benefits	2020-01-01	89
Total of all active and inactive participants	2020-01-01	317
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	317
Number of participants with account balances	2020-01-01	280
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	10

Financial Data on KINTETSU RETIREMENT PLAN

Measure	Date	Value
2023 : KINTETSU RETIREMENT PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets	2023-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$0
Total income from all sources (including contributions)	2023-12-31	$2,640,529
Total loss/gain on sale of assets	2023-12-31	$0
Total of all expenses incurred	2023-12-31	$1,336,245
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-12-31	$1,265,169
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-12-31	$743,034
Value of total assets at end of year	2023-12-31	$15,447,730
Value of total assets at beginning of year	2023-12-31	$14,143,446
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-12-31	$71,076
Total interest from all sources	2023-12-31	$5,340
Total dividends received (eg from common stock, registered investment company shares)	2023-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-12-31	No
Was this plan covered by a fidelity bond	2023-12-31	Yes
Value of fidelity bond cover	2023-12-31	$500,000
If this is an individual account plan, was there a blackout period	2023-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2023-12-31	No
Contributions received from participants	2023-12-31	$525,666
Participant contributions at end of year	2023-12-31	$87,187
Participant contributions at beginning of year	2023-12-31	$87,925
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Value of net income/loss	2023-12-31	$1,304,284
Value of net assets at end of year (total assets less liabilities)	2023-12-31	$15,447,730
Value of net assets at beginning of year (total assets less liabilities)	2023-12-31	$14,143,446
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-12-31	No
Were any leases to which the plan was party in default or uncollectible	2023-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-12-31	$10,896,324
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-12-31	$10,640,227
Interest on participant loans	2023-12-31	$5,340
Value of interest in common/collective trusts at end of year	2023-12-31	$1,457,866
Value of interest in common/collective trusts at beginning of year	2023-12-31	$63,302
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2023-12-31	$3,006,353
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2023-12-31	$3,351,992
Net investment gain or loss from common/collective trusts	2023-12-31	$1,892,155
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-12-31	No
Was there a failure to transmit to the plan any participant contributions	2023-12-31	No
Has the plan failed to provide any benefit when due under the plan	2023-12-31	No
Contributions received in cash from employer	2023-12-31	$217,368
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-12-31	$1,265,169
Did the plan have assets held for investment	2023-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-12-31	No
Opinion of an independent qualified public accountant for this plan	2023-12-31	Unqualified
Accountancy firm name	2023-12-31	WINDES, INC.
Accountancy firm EIN	2023-12-31	953001179
2022 : KINTETSU RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-2,049,039
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$1,434,654
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$1,362,651
Expenses. Certain deemed distributions of participant loans	2022-12-31	$3,698
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$725,578
Value of total assets at end of year	2022-12-31	$14,143,446
Value of total assets at beginning of year	2022-12-31	$17,627,139
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$68,305
Total interest from all sources	2022-12-31	$3,110
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$498,923
Participant contributions at end of year	2022-12-31	$87,925
Participant contributions at beginning of year	2022-12-31	$71,819
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$22,039
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-3,483,693
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$14,143,446
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$17,627,139
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$10,640,227
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$14,245,546
Interest on participant loans	2022-12-31	$3,110
Value of interest in common/collective trusts at end of year	2022-12-31	$63,302
Value of interest in common/collective trusts at beginning of year	2022-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$3,351,992
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$3,309,774
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-2,777,727
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$204,616
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$1,362,651
Contract administrator fees	2022-12-31	$68,305
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	WINDES, INC.
Accountancy firm EIN	2022-12-31	953001179
2021 : KINTETSU RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
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	$2,085,793
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$2,969,904
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$2,876,239
Expenses. Certain deemed distributions of participant loans	2021-12-31	$15,356
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$654,772
Value of total assets at end of year	2021-12-31	$17,627,139
Value of total assets at beginning of year	2021-12-31	$18,511,250
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$78,309
Total interest from all sources	2021-12-31	$34,134
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$463,766
Participant contributions at end of year	2021-12-31	$71,819
Participant contributions at beginning of year	2021-12-31	$151,305
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$-884,111
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$17,627,139
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$18,511,250
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$14,245,546
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$13,701,230
Interest on participant loans	2021-12-31	$5,122
Interest earned on other investments	2021-12-31	$29,012
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$3,309,774
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$4,658,715
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$1,396,887
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$191,006
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$2,876,239
Contract administrator fees	2021-12-31	$78,309
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2021-12-31	Yes
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	WINDES, INC.
Accountancy firm EIN	2021-12-31	953001179
2020 : KINTETSU RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total transfer of assets to this plan	2020-12-31	$16,947,898
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	$2,494,575
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$931,223
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$865,696
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$762,189
Value of total assets at end of year	2020-12-31	$18,511,250
Value of total assets at beginning of year	2020-12-31	$0
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$65,527
Total interest from all sources	2020-12-31	$45,638
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$521,736
Participant contributions at end of year	2020-12-31	$151,305
Participant contributions at beginning of year	2020-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$1,563,352
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$18,511,250
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$13,701,230
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$0
Interest on participant loans	2020-12-31	$8,466
Interest earned on other investments	2020-12-31	$37,172
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$4,658,715
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$1,686,748
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$240,453
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$865,696
Contract administrator fees	2020-12-31	$65,527
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2020-12-31	Yes
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Unqualified
Accountancy firm name	2020-12-31	WINDES, INC.
Accountancy firm EIN	2020-12-31	953001179

Form 5500 Responses for KINTETSU RETIREMENT PLAN

2023: KINTETSU RETIREMENT PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Mulitple employer plan
2023-01-01	Submission has been amended	No
2023-01-01	This submission is the final filing	No
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Insurance	Yes
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement – Insurance	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: KINTETSU RETIREMENT PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Mulitple employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: KINTETSU RETIREMENT PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Mulitple employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: KINTETSU RETIREMENT PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Mulitple employer plan
2020-01-01	First time form 5500 has been submitted	Yes
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes

Insurance Providers Used on plan

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

513556-000

Policy instance

Insurance contract or identification number	513556-000
Number of Individuals Covered	92
Insurance policy start date	2023-01-01
Insurance policy end date	2023-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $7,419
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

513556-000

Policy instance

Insurance contract or identification number	513556-000
Number of Individuals Covered	239
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $5,878
Total amount of fees paid to insurance company	USD $7,431
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	7431
Additional information about fees paid to insurance broker	TPA
Insurance broker organization code?	5

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

513556-000

Policy instance

Insurance contract or identification number	513556-000
Number of Individuals Covered	247
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $8,633
Total amount of fees paid to insurance company	USD $6,809
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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
Commission paid to Insurance Broker	USD $8,633
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	0
Insurance broker organization code?	3

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

513556-000

Policy instance

Insurance contract or identification number	513556-000
Number of Individuals Covered	280
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $5,146
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	5146
Additional information about fees paid to insurance broker	0
Insurance broker organization code?	5

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Company Name:	THE KINTETSU RETIREMENT PLAN BOARD
Employer identification number (EIN):	843609963
NAIC Classification:	488100
NAIC Description:	Support Activities for Air Transportation