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SNELL & WILMER PROFIT SHARING AND SAVINGS PLAN 401k Plan overview

Plan NameSNELL & WILMER PROFIT SHARING AND SAVINGS PLAN
Plan identification number 001

SNELL & WILMER PROFIT SHARING AND SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan covering Self-Employed individuals.
  • Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).
  • Life insurance

401k Sponsoring company profile

SNELL & WILMER L.L.P. has sponsored the creation of one or more 401k plans.

Company Name:SNELL & WILMER L.L.P.
Employer identification number (EIN):860089731
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SNELL & WILMER PROFIT SHARING AND SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012018-01-01
0012017-01-01DAVID BODEN
0012016-01-01DAVID BODEN
0012015-01-01TOM HOECKER
0012014-01-01TOM HOECKER
0012013-01-01THOMAS R. HOECKER, COMMITTEE MEMBER THOMAS R. HOECKER, PARTNER2014-10-03
0012012-01-01THOMAS R. HOECKER, COMMITTEE MEMBER THOMAS R. HOECKER, PARTNER2013-10-14
0012011-01-01THOMAS R. HOECKER, COMMITTEE MEMBER THOMAS R. HOECKER, PARTNER2012-10-11
0012010-01-01THOMAS R. HOECKER, COMMITTEE MEMBER THOMAS R. HOECKER, PARTNER2011-10-13
0012009-01-01THOMAS R. HOECKER, COMMITTEE MEMBER THOMAS R. HOECKER, PARTNER2010-10-13

Plan Statistics for SNELL & WILMER PROFIT SHARING AND SAVINGS PLAN

401k plan membership statisitcs for SNELL & WILMER PROFIT SHARING AND SAVINGS PLAN

Measure Date Value
2022: SNELL & WILMER PROFIT SHARING AND SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011,456
Total number of active participants reported on line 7a of the Form 55002022-01-011,029
Number of retired or separated participants receiving benefits2022-01-0113
Number of other retired or separated participants entitled to future benefits2022-01-01478
Total of all active and inactive participants2022-01-011,520
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-014
Total participants2022-01-011,524
Number of participants with account balances2022-01-011,327
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: SNELL & WILMER PROFIT SHARING AND SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,339
Total number of active participants reported on line 7a of the Form 55002021-01-01979
Number of retired or separated participants receiving benefits2021-01-0115
Number of other retired or separated participants entitled to future benefits2021-01-01459
Total of all active and inactive participants2021-01-011,453
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-013
Total participants2021-01-011,456
Number of participants with account balances2021-01-011,292
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: SNELL & WILMER PROFIT SHARING AND SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,353
Total number of active participants reported on line 7a of the Form 55002020-01-01882
Number of retired or separated participants receiving benefits2020-01-0115
Number of other retired or separated participants entitled to future benefits2020-01-01440
Total of all active and inactive participants2020-01-011,337
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-012
Total participants2020-01-011,339
Number of participants with account balances2020-01-011,228
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: SNELL & WILMER PROFIT SHARING AND SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,356
Total number of active participants reported on line 7a of the Form 55002019-01-01899
Number of retired or separated participants receiving benefits2019-01-0114
Number of other retired or separated participants entitled to future benefits2019-01-01436
Total of all active and inactive participants2019-01-011,349
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-014
Total participants2019-01-011,353
Number of participants with account balances2019-01-011,219
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0115
2018: SNELL & WILMER PROFIT SHARING AND SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011,298
Total number of active participants reported on line 7a of the Form 55002018-01-01925
Number of retired or separated participants receiving benefits2018-01-0118
Number of other retired or separated participants entitled to future benefits2018-01-01412
Total of all active and inactive participants2018-01-011,355
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-011,356
Number of participants with account balances2018-01-011,193
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0130
2017: SNELL & WILMER PROFIT SHARING AND SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,312
Total number of active participants reported on line 7a of the Form 55002017-01-01913
Number of retired or separated participants receiving benefits2017-01-019
Number of other retired or separated participants entitled to future benefits2017-01-01371
Total of all active and inactive participants2017-01-011,293
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-015
Total participants2017-01-011,298
Number of participants with account balances2017-01-011,128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0129
2016: SNELL & WILMER PROFIT SHARING AND SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,318
Total number of active participants reported on line 7a of the Form 55002016-01-01931
Number of retired or separated participants receiving benefits2016-01-016
Number of other retired or separated participants entitled to future benefits2016-01-01374
Total of all active and inactive participants2016-01-011,311
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-011,312
Number of participants with account balances2016-01-011,145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-019
2015: SNELL & WILMER PROFIT SHARING AND SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,277
Total number of active participants reported on line 7a of the Form 55002015-01-01949
Number of retired or separated participants receiving benefits2015-01-017
Number of other retired or separated participants entitled to future benefits2015-01-01362
Total of all active and inactive participants2015-01-011,318
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-011,318
Number of participants with account balances2015-01-011,162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0131
2014: SNELL & WILMER PROFIT SHARING AND SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,166
Total number of active participants reported on line 7a of the Form 55002014-01-01857
Number of retired or separated participants receiving benefits2014-01-01414
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-011,271
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-016
Total participants2014-01-011,277
Number of participants with account balances2014-01-011,277
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0139
2013: SNELL & WILMER PROFIT SHARING AND SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,307
Total number of active participants reported on line 7a of the Form 55002013-01-01818
Number of retired or separated participants receiving benefits2013-01-01348
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-011,166
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-011,166
Number of participants with account balances2013-01-011,166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0125
2012: SNELL & WILMER PROFIT SHARING AND SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,143
Total number of active participants reported on line 7a of the Form 55002012-01-01948
Number of retired or separated participants receiving benefits2012-01-01351
Number of other retired or separated participants entitled to future benefits2012-01-016
Total of all active and inactive participants2012-01-011,305
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-012
Total participants2012-01-011,307
Number of participants with account balances2012-01-011,307
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0124
2011: SNELL & WILMER PROFIT SHARING AND SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011,134
Total number of active participants reported on line 7a of the Form 55002011-01-01812
Number of retired or separated participants receiving benefits2011-01-01324
Number of other retired or separated participants entitled to future benefits2011-01-016
Total of all active and inactive participants2011-01-011,142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-011,143
Number of participants with account balances2011-01-011,143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0157
2010: SNELL & WILMER PROFIT SHARING AND SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-011,304
Total number of active participants reported on line 7a of the Form 55002010-01-01953
Number of retired or separated participants receiving benefits2010-01-014
Number of other retired or separated participants entitled to future benefits2010-01-01318
Total of all active and inactive participants2010-01-011,275
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-012
Total participants2010-01-011,277
Number of participants with account balances2010-01-011,134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0134
2009: SNELL & WILMER PROFIT SHARING AND SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-011,180
Total number of active participants reported on line 7a of the Form 55002009-01-01953
Number of retired or separated participants receiving benefits2009-01-014
Number of other retired or separated participants entitled to future benefits2009-01-01346
Total of all active and inactive participants2009-01-011,303
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-011,304
Number of participants with account balances2009-01-011,169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0157

Financial Data on SNELL & WILMER PROFIT SHARING AND SAVINGS PLAN

Measure Date Value
2022 : SNELL & WILMER PROFIT SHARING AND SAVINGS PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-3,832,152
Total unrealized appreciation/depreciation of assets2022-12-31$-3,832,152
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$0
Total income from all sources (including contributions)2022-12-31$-79,330,788
Total loss/gain on sale of assets2022-12-31$110,629
Total of all expenses incurred2022-12-31$41,478,097
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$41,283,759
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$22,298,579
Value of total assets at end of year2022-12-31$421,084,695
Value of total assets at beginning of year2022-12-31$541,893,580
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$194,338
Total interest from all sources2022-12-31$486,847
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$6,149,350
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$5,999,380
Assets. Corporate prefeered stocks other than exployer securities at end of year2022-12-31$40,510
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2022-12-31$41,202
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$9,790,660
Participant contributions at end of year2022-12-31$1,446,378
Participant contributions at beginning of year2022-12-31$1,753,507
Assets. Other investments not covered elsewhere at end of year2022-12-31$739
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$4,993
Other income not declared elsewhere2022-12-31$258,907
Administrative expenses (other) incurred2022-12-31$76,702
Total non interest bearing cash at end of year2022-12-31$0
Total non interest bearing cash at beginning of year2022-12-31$2,007
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
Income. Non cash contributions2022-12-31$2,153,087
Value of net income/loss2022-12-31$-120,808,885
Value of net assets at end of year (total assets less liabilities)2022-12-31$421,084,695
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$541,893,580
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$117,636
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$159,641,965
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$227,472,174
Interest on participant loans2022-12-31$38,607
Income. Interest from US Government securities2022-12-31$11,550
Income. Interest from corporate debt instruments2022-12-31$11,013
Value of interest in common/collective trusts at end of year2022-12-31$205,090,536
Value of interest in common/collective trusts at beginning of year2022-12-31$254,952,392
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$28,889,921
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$34,178,622
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$34,178,622
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$425,677
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$126,468
Asset value of US Government securities at end of year2022-12-31$1,501,666
Asset value of US Government securities at beginning of year2022-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-51,344,579
Net investment gain or loss from common/collective trusts2022-12-31$-53,458,369
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$10,354,832
Employer contributions (assets) at end of year2022-12-31$10,351,429
Employer contributions (assets) at beginning of year2022-12-31$10,007,264
Income. Dividends from preferred stock2022-12-31$2,115
Income. Dividends from common stock2022-12-31$147,855
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$41,283,759
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$277,312
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$39,851
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$13,844,239
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$13,315,100
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
Aggregate proceeds on sale of assets2022-12-31$32,787,491
Aggregate carrying amount (costs) on sale of assets2022-12-31$32,676,862
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31MAYER HOFFMAN MCCANN PC
Accountancy firm EIN2022-12-31431947695
2021 : SNELL & WILMER PROFIT SHARING AND SAVINGS PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$2,316,114
Total unrealized appreciation/depreciation of assets2021-12-31$2,316,114
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$89,711,485
Total loss/gain on sale of assets2021-12-31$726,739
Total of all expenses incurred2021-12-31$24,187,889
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$23,986,419
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$20,424,699
Value of total assets at end of year2021-12-31$541,893,580
Value of total assets at beginning of year2021-12-31$476,369,984
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$201,470
Total interest from all sources2021-12-31$97,254
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$12,544,801
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$12,410,351
Assets. Corporate prefeered stocks other than exployer securities at end of year2021-12-31$41,202
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2021-12-31$0
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$8,809,193
Participant contributions at end of year2021-12-31$1,753,507
Participant contributions at beginning of year2021-12-31$1,829,869
Assets. Other investments not covered elsewhere at end of year2021-12-31$4,993
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$23,491
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$1,608,242
Other income not declared elsewhere2021-12-31$312,722
Administrative expenses (other) incurred2021-12-31$73,688
Total non interest bearing cash at end of year2021-12-31$2,007
Total non interest bearing cash at beginning of year2021-12-31$2,007
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$65,523,596
Value of net assets at end of year (total assets less liabilities)2021-12-31$541,893,580
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$476,369,984
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$127,782
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$227,472,174
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$198,861,731
Interest on participant loans2021-12-31$51,115
Interest earned on other investments2021-12-31$8,094
Value of interest in common/collective trusts at end of year2021-12-31$254,952,392
Value of interest in common/collective trusts at beginning of year2021-12-31$218,243,193
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$34,178,622
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$36,990,681
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$36,990,681
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$38,045
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$126,468
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$134,693
Asset value of US Government securities at end of year2021-12-31$0
Asset value of US Government securities at beginning of year2021-12-31$349,996
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$16,069,965
Net investment gain or loss from common/collective trusts2021-12-31$37,219,191
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$10,007,264
Employer contributions (assets) at end of year2021-12-31$10,007,264
Employer contributions (assets) at beginning of year2021-12-31$9,094,105
Income. Dividends from common stock2021-12-31$134,450
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$23,986,419
Asset. Corporate debt instrument debt (other) at end of year2021-12-31$39,851
Asset. Corporate debt instrument debt (other) at beginning of year2021-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$13,315,100
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$10,840,218
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
Aggregate proceeds on sale of assets2021-12-31$15,808,504
Aggregate carrying amount (costs) on sale of assets2021-12-31$15,081,765
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31MAYER HOFFMAN MCCANN PC
Accountancy firm EIN2021-12-31431947695
2020 : SNELL & WILMER PROFIT SHARING AND SAVINGS PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$1,874,715
Total unrealized appreciation/depreciation of assets2020-12-31$1,874,715
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$104,150,159
Total loss/gain on sale of assets2020-12-31$1,514,024
Total of all expenses incurred2020-12-31$30,222,738
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$30,068,381
Value of total corrective distributions2020-12-31$7,605
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$19,348,852
Value of total assets at end of year2020-12-31$476,369,984
Value of total assets at beginning of year2020-12-31$402,442,563
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$146,752
Total interest from all sources2020-12-31$180,796
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$10,210,249
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$10,081,487
Assets. Corporate prefeered stocks other than exployer securities at end of year2020-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2020-12-31$433,527
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
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$8,144,240
Participant contributions at end of year2020-12-31$1,829,869
Participant contributions at beginning of year2020-12-31$1,996,212
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$2,110,507
Other income not declared elsewhere2020-12-31$369,062
Administrative expenses (other) incurred2020-12-31$74,693
Total non interest bearing cash at end of year2020-12-31$2,007
Total non interest bearing cash at beginning of year2020-12-31$2,007
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$73,927,421
Value of net assets at end of year (total assets less liabilities)2020-12-31$476,369,984
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$402,442,563
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$72,059
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$198,861,731
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$210,095,738
Interest on participant loans2020-12-31$52,217
Interest earned on other investments2020-12-31$-3,409
Income. Interest from US Government securities2020-12-31$300
Income. Interest from corporate debt instruments2020-12-31$2,614
Value of interest in common/collective trusts at end of year2020-12-31$218,243,193
Value of interest in common/collective trusts at beginning of year2020-12-31$139,524,944
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$36,990,681
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$32,878,688
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$32,878,688
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$129,074
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$134,693
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$141,226
Asset value of US Government securities at end of year2020-12-31$349,996
Asset value of US Government securities at beginning of year2020-12-31$85,958
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$51,326,910
Net investment gain or loss from common/collective trusts2020-12-31$19,325,551
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$9,094,105
Employer contributions (assets) at end of year2020-12-31$9,094,105
Employer contributions (assets) at beginning of year2020-12-31$8,704,243
Income. Dividends from preferred stock2020-12-31$14,924
Income. Dividends from common stock2020-12-31$113,838
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$30,068,381
Asset. Corporate debt instrument debt (other) at end of year2020-12-31$23,491
Asset. Corporate debt instrument debt (other) at beginning of year2020-12-31$81,480
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$10,840,218
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$8,498,540
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
Aggregate proceeds on sale of assets2020-12-31$18,581,444
Aggregate carrying amount (costs) on sale of assets2020-12-31$17,067,420
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31MAYER HOFFMAN MCCANN PC
Accountancy firm EIN2020-12-31431947695
2019 : SNELL & WILMER PROFIT SHARING AND SAVINGS PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$1,981,705
Total unrealized appreciation/depreciation of assets2019-12-31$1,981,705
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$0
Total income from all sources (including contributions)2019-12-31$93,368,992
Total loss/gain on sale of assets2019-12-31$1,379,163
Total of all expenses incurred2019-12-31$26,352,799
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$26,160,419
Expenses. Certain deemed distributions of participant loans2019-12-31$25,359
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$18,941,413
Value of total assets at end of year2019-12-31$402,442,563
Value of total assets at beginning of year2019-12-31$335,426,370
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$167,021
Total interest from all sources2019-12-31$665,485
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$10,409,508
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$10,260,436
Assets. Corporate prefeered stocks other than exployer securities at end of year2019-12-31$433,527
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2019-12-31$0
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
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$7,744,755
Participant contributions at end of year2019-12-31$1,996,212
Participant contributions at beginning of year2019-12-31$2,033,967
Assets. Other investments not covered elsewhere at end of year2019-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$35,463,025
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$2,492,415
Other income not declared elsewhere2019-12-31$497,747
Administrative expenses (other) incurred2019-12-31$79,072
Total non interest bearing cash at end of year2019-12-31$2,007
Total non interest bearing cash at beginning of year2019-12-31$2,007
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$67,016,193
Value of net assets at end of year (total assets less liabilities)2019-12-31$402,442,563
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$335,426,370
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
Investment advisory and management fees2019-12-31$87,949
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$210,095,738
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$214,530,927
Interest on participant loans2019-12-31$56,050
Income. Interest from US Government securities2019-12-31$1,048
Income. Interest from corporate debt instruments2019-12-31$4,429
Value of interest in common/collective trusts at end of year2019-12-31$139,524,944
Value of interest in common/collective trusts at beginning of year2019-12-31$74,990,697
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$32,878,688
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$603,958
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$141,226
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$141,668
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$4,846
Asset value of US Government securities at end of year2019-12-31$85,958
Asset value of US Government securities at beginning of year2019-12-31$0
Net investment gain/loss from pooled separate accounts2019-12-31$33,404,450
Net investment gain or loss from common/collective trusts2019-12-31$26,089,521
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$8,704,243
Employer contributions (assets) at end of year2019-12-31$8,704,243
Employer contributions (assets) at beginning of year2019-12-31$8,264,079
Income. Dividends from preferred stock2019-12-31$15,698
Income. Dividends from common stock2019-12-31$133,374
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$26,155,573
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$81,480
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$8,498,540
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$0
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
Aggregate proceeds on sale of assets2019-12-31$14,396,351
Aggregate carrying amount (costs) on sale of assets2019-12-31$13,017,188
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 name2019-12-31MAYER HOFFMAN MCCANN PC
Accountancy firm EIN2019-12-31431947695
2018 : SNELL & WILMER PROFIT SHARING AND SAVINGS PLAN 2018 401k financial data
Unrealized appreciation/depreciation of real estate assets2018-12-31$0
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Expenses. Interest paid2018-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022018-12-31$0
Total income from all sources (including contributions)2018-12-31$3,337,897
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$22,819,448
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$22,648,280
Expenses. Certain deemed distributions of participant loans2018-12-31$19,792
Value of total corrective distributions2018-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$18,119,691
Value of total assets at end of year2018-12-31$335,426,370
Value of total assets at beginning of year2018-12-31$354,907,921
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$151,376
Total income from rents2018-12-31$0
Total interest from all sources2018-12-31$54,478
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$0
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$7,329,213
Participant contributions at end of year2018-12-31$2,033,967
Participant contributions at beginning of year2018-12-31$2,048,575
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$105,537
Assets. Other investments not covered elsewhere at end of year2018-12-31$35,463,025
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$40,033,067
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$2,526,437
Other income not declared elsewhere2018-12-31$589
Administrative expenses (other) incurred2018-12-31$74,767
Total non interest bearing cash at end of year2018-12-31$2,007
Total non interest bearing cash at beginning of year2018-12-31$2,007
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Income. Non cash contributions2018-12-31$0
Value of net income/loss2018-12-31$-19,481,551
Value of net assets at end of year (total assets less liabilities)2018-12-31$335,426,370
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$354,907,921
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$76,609
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$214,530,927
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$230,232,022
Interest on participant loans2018-12-31$54,478
Income. Interest from loans (other than to participants)2018-12-31$0
Interest earned on other investments2018-12-31$0
Value of interest in common/collective trusts at end of year2018-12-31$74,990,697
Value of interest in common/collective trusts at beginning of year2018-12-31$74,067,087
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$141,668
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$141,079
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$4,846
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-27,665,456
Net investment gain/loss from pooled separate accounts2018-12-31$0
Net investment gain or loss from common/collective trusts2018-12-31$12,828,595
Net gain/loss from 103.12 investment entities2018-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$8,264,041
Employer contributions (assets) at end of year2018-12-31$8,264,079
Employer contributions (assets) at beginning of year2018-12-31$8,278,547
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$22,643,434
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31RSM US LLP
Accountancy firm EIN2018-12-31420714325
2017 : SNELL & WILMER PROFIT SHARING AND SAVINGS PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$71,422,328
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$14,894,782
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$14,727,108
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$15,767,577
Value of total assets at end of year2017-12-31$354,907,921
Value of total assets at beginning of year2017-12-31$298,380,375
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$167,674
Total interest from all sources2017-12-31$51,631
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$7,026,390
Participant contributions at end of year2017-12-31$2,048,575
Participant contributions at beginning of year2017-12-31$2,013,409
Participant contributions at end of year2017-12-31$105,537
Participant contributions at beginning of year2017-12-31$0
Assets. Other investments not covered elsewhere at end of year2017-12-31$40,033,067
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$31,030,040
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$462,678
Total non interest bearing cash at end of year2017-12-31$2,007
Total non interest bearing cash at beginning of year2017-12-31$2,007
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$56,527,546
Value of net assets at end of year (total assets less liabilities)2017-12-31$354,907,921
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$298,380,375
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$167,674
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$230,232,022
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$196,682,635
Interest on participant loans2017-12-31$51,631
Value of interest in common/collective trusts at end of year2017-12-31$74,067,087
Value of interest in common/collective trusts at beginning of year2017-12-31$60,093,404
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$141,079
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$139,545
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$45,215,676
Net investment gain or loss from common/collective trusts2017-12-31$10,387,444
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$8,278,509
Employer contributions (assets) at end of year2017-12-31$8,278,547
Employer contributions (assets) at beginning of year2017-12-31$8,419,335
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$14,727,108
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31RSM US LLP
Accountancy firm EIN2017-12-31420714325
2016 : SNELL & WILMER PROFIT SHARING AND SAVINGS PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$37,573,721
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$12,617,327
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$12,456,525
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$17,270,932
Value of total assets at end of year2016-12-31$298,380,375
Value of total assets at beginning of year2016-12-31$273,423,981
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$160,802
Total interest from all sources2016-12-31$49,048
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$6,945,848
Participant contributions at end of year2016-12-31$2,013,409
Participant contributions at beginning of year2016-12-31$2,143,583
Assets. Other investments not covered elsewhere at end of year2016-12-31$31,030,040
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$29,457,337
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$1,905,787
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-12-31$46,277
Other income not declared elsewhere2016-12-31$2,250
Total non interest bearing cash at end of year2016-12-31$2,007
Total non interest bearing cash at beginning of year2016-12-31$2,007
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$24,956,394
Value of net assets at end of year (total assets less liabilities)2016-12-31$298,380,375
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$273,423,981
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$160,802
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$196,682,635
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$185,809,615
Interest on participant loans2016-12-31$49,048
Value of interest in common/collective trusts at end of year2016-12-31$60,093,404
Value of interest in common/collective trusts at beginning of year2016-12-31$47,579,359
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$139,545
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$137,295
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$16,697,634
Net investment gain or loss from common/collective trusts2016-12-31$3,553,857
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$8,419,297
Employer contributions (assets) at end of year2016-12-31$8,419,335
Employer contributions (assets) at beginning of year2016-12-31$8,294,785
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$12,410,248
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31RSM US LLP
Accountancy firm EIN2016-12-31420714325
2015 : SNELL & WILMER PROFIT SHARING AND SAVINGS PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$17,599,348
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$16,135,036
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$16,024,997
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$17,111,131
Value of total assets at end of year2015-12-31$273,423,981
Value of total assets at beginning of year2015-12-31$271,959,669
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$110,039
Total interest from all sources2015-12-31$57,045
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$6,970,718
Participant contributions at end of year2015-12-31$2,143,583
Participant contributions at beginning of year2015-12-31$2,261,791
Assets. Other investments not covered elsewhere at end of year2015-12-31$29,457,337
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$27,581,889
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$1,869,897
Total non interest bearing cash at end of year2015-12-31$2,007
Total non interest bearing cash at beginning of year2015-12-31$2,007
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$1,464,312
Value of net assets at end of year (total assets less liabilities)2015-12-31$273,423,981
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$271,959,669
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$110,039
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$185,809,615
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$188,932,010
Interest on participant loans2015-12-31$57,045
Value of interest in common/collective trusts at end of year2015-12-31$47,579,359
Value of interest in common/collective trusts at beginning of year2015-12-31$44,662,490
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$137,295
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$134,428
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$431,172
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$8,270,516
Employer contributions (assets) at end of year2015-12-31$8,294,785
Employer contributions (assets) at beginning of year2015-12-31$8,385,054
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$16,024,997
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31RSM US LLP
Accountancy firm EIN2015-12-31420714325
2014 : SNELL & WILMER PROFIT SHARING AND SAVINGS PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$31,323,939
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$12,707,644
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$12,631,088
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$15,231,398
Value of total assets at end of year2014-12-31$271,959,669
Value of total assets at beginning of year2014-12-31$253,343,374
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$76,556
Total interest from all sources2014-12-31$69,670
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$76,556
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$6,644,182
Participant contributions at end of year2014-12-31$2,261,791
Participant contributions at beginning of year2014-12-31$2,279,805
Assets. Other investments not covered elsewhere at end of year2014-12-31$27,581,889
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$23,012,350
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$199,882
Total non interest bearing cash at end of year2014-12-31$2,007
Total non interest bearing cash at beginning of year2014-12-31$2,007
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$18,616,295
Value of net assets at end of year (total assets less liabilities)2014-12-31$271,959,669
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$253,343,374
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$188,932,010
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$179,463,964
Interest on participant loans2014-12-31$69,670
Value of interest in common/collective trusts at end of year2014-12-31$44,662,490
Value of interest in common/collective trusts at beginning of year2014-12-31$40,040,914
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$134,428
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$204,701
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$16,022,871
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$8,387,334
Employer contributions (assets) at end of year2014-12-31$8,385,054
Employer contributions (assets) at beginning of year2014-12-31$8,339,633
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$12,631,088
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31MCGLADREY LLP
Accountancy firm EIN2014-12-31420714325
2013 : SNELL & WILMER PROFIT SHARING AND SAVINGS PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$58,152,851
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$11,256,355
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$11,197,982
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$15,588,241
Value of total assets at end of year2013-12-31$253,343,374
Value of total assets at beginning of year2013-12-31$206,446,878
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$58,373
Total interest from all sources2013-12-31$81,169
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$58,373
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$6,727,362
Participant contributions at end of year2013-12-31$2,279,805
Participant contributions at beginning of year2013-12-31$2,258,570
Assets. Other investments not covered elsewhere at end of year2013-12-31$23,012,350
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$15,406,463
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$521,246
Total non interest bearing cash at end of year2013-12-31$2,007
Total non interest bearing cash at beginning of year2013-12-31$2,007
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$46,896,496
Value of net assets at end of year (total assets less liabilities)2013-12-31$253,343,374
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$206,446,878
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$179,463,964
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$146,600,287
Interest on participant loans2013-12-31$81,169
Value of interest in common/collective trusts at end of year2013-12-31$40,040,914
Value of interest in common/collective trusts at beginning of year2013-12-31$34,263,338
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$204,701
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$206,733
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$36,381,075
Net investment gain or loss from common/collective trusts2013-12-31$6,102,366
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$8,339,633
Employer contributions (assets) at end of year2013-12-31$8,339,633
Employer contributions (assets) at beginning of year2013-12-31$7,709,480
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$11,197,982
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31MCGLADREY LLP
Accountancy firm EIN2013-12-31420714325
2012 : SNELL & WILMER PROFIT SHARING AND SAVINGS PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$37,923,111
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$16,783,802
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$16,740,861
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$15,151,951
Value of total assets at end of year2012-12-31$206,446,878
Value of total assets at beginning of year2012-12-31$185,307,569
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$42,941
Total interest from all sources2012-12-31$95,961
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$42,941
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$6,488,793
Participant contributions at end of year2012-12-31$2,258,570
Participant contributions at beginning of year2012-12-31$2,313,804
Assets. Other investments not covered elsewhere at end of year2012-12-31$15,406,463
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$15,099,003
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$953,678
Total non interest bearing cash at end of year2012-12-31$2,007
Total non interest bearing cash at beginning of year2012-12-31$2,007
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$21,139,309
Value of net assets at end of year (total assets less liabilities)2012-12-31$206,446,878
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$185,307,569
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$146,600,287
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$129,453,513
Interest on participant loans2012-12-31$95,961
Value of interest in common/collective trusts at end of year2012-12-31$34,263,338
Value of interest in common/collective trusts at beginning of year2012-12-31$30,305,481
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$206,733
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$198,824
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$22,675,199
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$7,709,480
Employer contributions (assets) at end of year2012-12-31$7,709,480
Employer contributions (assets) at beginning of year2012-12-31$7,934,937
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$16,740,861
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31MCGLADREY LLP
Accountancy firm EIN2012-12-31420714325
2011 : SNELL & WILMER PROFIT SHARING AND SAVINGS PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total transfer of assets to this plan2011-12-31$0
Total transfer of assets from this plan2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$11,998,383
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$8,682,919
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$8,639,684
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$14,758,037
Value of total assets at end of year2011-12-31$185,307,569
Value of total assets at beginning of year2011-12-31$181,992,105
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$43,235
Total interest from all sources2011-12-31$105,936
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$43,235
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$6,821,093
Participant contributions at end of year2011-12-31$2,313,804
Participant contributions at beginning of year2011-12-31$2,193,457
Assets. Other investments not covered elsewhere at end of year2011-12-31$15,099,003
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$14,916,318
Total non interest bearing cash at end of year2011-12-31$2,007
Total non interest bearing cash at beginning of year2011-12-31$2,007
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$3,315,464
Value of net assets at end of year (total assets less liabilities)2011-12-31$185,307,569
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$181,992,105
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$129,453,513
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$155,294,506
Interest on participant loans2011-12-31$105,936
Value of interest in common/collective trusts at end of year2011-12-31$30,305,481
Value of interest in common/collective trusts at beginning of year2011-12-31$1,679,949
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$198,824
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$194,481
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-2,865,590
Net gain/loss from 103.12 investment entities2011-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$7,936,944
Employer contributions (assets) at end of year2011-12-31$7,934,937
Employer contributions (assets) at beginning of year2011-12-31$7,711,387
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$8,639,684
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31MCGLADREY LLP
Accountancy firm EIN2011-12-31420714325
2010 : SNELL & WILMER PROFIT SHARING AND SAVINGS PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$34,352,192
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$12,508,637
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$12,478,831
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$14,231,441
Value of total assets at end of year2010-12-31$181,992,105
Value of total assets at beginning of year2010-12-31$160,148,550
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$29,806
Total interest from all sources2010-12-31$112,077
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$29,806
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$6,477,824
Participant contributions at end of year2010-12-31$2,193,457
Participant contributions at beginning of year2010-12-31$2,066,281
Assets. Other investments not covered elsewhere at end of year2010-12-31$14,916,318
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$11,205,423
Total non interest bearing cash at end of year2010-12-31$2,007
Total non interest bearing cash at beginning of year2010-12-31$2,007
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$21,843,555
Value of net assets at end of year (total assets less liabilities)2010-12-31$181,992,105
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$160,148,550
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$155,294,506
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$137,852,997
Interest on participant loans2010-12-31$112,077
Value of interest in common/collective trusts at end of year2010-12-31$1,679,949
Value of interest in common/collective trusts at beginning of year2010-12-31$2,383,664
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$194,481
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$223,673
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$19,950,689
Net gain/loss from 103.12 investment entities2010-12-31$57,985
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$7,753,617
Employer contributions (assets) at end of year2010-12-31$7,711,387
Employer contributions (assets) at beginning of year2010-12-31$6,414,505
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$12,478,831
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31MCGLADREY & PULLEN LLP
Accountancy firm EIN2010-12-31420714325
2009 : SNELL & WILMER PROFIT SHARING AND SAVINGS 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 SNELL & WILMER PROFIT SHARING AND SAVINGS PLAN

2022: SNELL & WILMER PROFIT SHARING AND SAVINGS 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 – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: SNELL & WILMER PROFIT SHARING AND SAVINGS 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 – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: SNELL & WILMER PROFIT SHARING AND SAVINGS 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 – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: SNELL & WILMER PROFIT SHARING AND SAVINGS 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 – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: SNELL & WILMER PROFIT SHARING AND SAVINGS PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedYes
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 – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: SNELL & WILMER PROFIT SHARING AND SAVINGS 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 – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: SNELL & WILMER PROFIT SHARING AND SAVINGS 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 – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: SNELL & WILMER PROFIT SHARING AND SAVINGS 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 – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: SNELL & WILMER PROFIT SHARING AND SAVINGS 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 – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: SNELL & WILMER PROFIT SHARING AND SAVINGS 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 – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: SNELL & WILMER PROFIT SHARING AND SAVINGS 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 – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: SNELL & WILMER PROFIT SHARING AND SAVINGS 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 – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: SNELL & WILMER PROFIT SHARING AND SAVINGS 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 – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: SNELL & WILMER PROFIT SHARING AND SAVINGS 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 – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

AMERITAS LIFE INSURANCE CORP. (National Association of Insurance Commissioners NAIC id number: 61301 )
Policy contract number04141301
Policy instance 1
Insurance contract or identification number04141301
Number of Individuals Covered0
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?1
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 BenefitYes
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
AMERITAS LIFE INSURANCE CORP. (National Association of Insurance Commissioners NAIC id number: 61301 )
Policy contract number04141301
Policy instance 1
Insurance contract or identification number04141301
Number of Individuals Covered1
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?1
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 BenefitYes
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
AMERITAS LIFE INSURANCE CORP. (National Association of Insurance Commissioners NAIC id number: 61301 )
Policy contract number04141301
Policy instance 1
Insurance contract or identification number04141301
Number of Individuals Covered1
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?1
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 BenefitYes
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
AMERITAS LIFE INSURANCE CORP. (National Association of Insurance Commissioners NAIC id number: 61301 )
Policy contract number04141301
Policy instance 1
Insurance contract or identification number04141301
Number of Individuals Covered1
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?1
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 BenefitYes
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
AMERITAS LIFE INSURANCE CORP. (National Association of Insurance Commissioners NAIC id number: 61301 )
Policy contract number04141301
Policy instance 1
Insurance contract or identification number04141301
Number of Individuals Covered1
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?1
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 BenefitYes
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
AMERITAS LIFE INSURANCE CORP. (National Association of Insurance Commissioners NAIC id number: 61301 )
Policy contract number04141301
Policy instance 1
Insurance contract or identification number04141301
Number of Individuals Covered1
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?1
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 BenefitYes
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
AMERITAS LIFE INSURANCE CORP. (National Association of Insurance Commissioners NAIC id number: 61301 )
Policy contract number04141301
Policy instance 1
Insurance contract or identification number04141301
Number of Individuals Covered1
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with allocated funds for individual policies?Yes
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 BenefitYes
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
AMERITAS LIFE INSURANCE CORP. (National Association of Insurance Commissioners NAIC id number: 61301 )
Policy contract number04141301
Policy instance 1
Insurance contract or identification number04141301
Number of Individuals Covered1
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with allocated funds for individual policies?Yes
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 BenefitYes
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
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract numberOA4216
Policy instance 2
Insurance contract or identification numberOA4216
Number of Individuals Covered1
Insurance policy start date2012-05-01
Insurance policy end date2013-04-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
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
UNION CENTRAL LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 80837 )
Policy contract numberEA0761
Policy instance 1
Insurance contract or identification numberEA0761
Number of Individuals Covered1
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
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
UNION CENTRAL LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 80837 )
Policy contract numberEA0761
Policy instance 1
Insurance contract or identification numberEA0761
Number of Individuals Covered1
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
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
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract numberOA4216
Policy instance 2
Insurance contract or identification numberOA4216
Number of Individuals Covered1
Insurance policy start date2011-05-01
Insurance policy end date2012-04-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
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
UNION CENTRAL LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 80837 )
Policy contract numberEA0761
Policy instance 2
Insurance contract or identification numberEA0761
Number of Individuals Covered1
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
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
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract numberOA4216
Policy instance 1
Insurance contract or identification numberOA4216
Number of Individuals Covered1
Insurance policy start date2010-05-01
Insurance policy end date2011-04-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
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
UNION CENTRAL LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 80837 )
Policy contract numberEA0761
Policy instance 2
Insurance contract or identification numberEA0761
Number of Individuals Covered1
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
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
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract numberOA4216
Policy instance 1
Insurance contract or identification numberOA4216
Number of Individuals Covered1
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
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

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