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STANDARD RETIREMENT PLAN - HOME OFFICE PERSONNEL 401k Plan overview

Plan NameSTANDARD RETIREMENT PLAN - HOME OFFICE PERSONNEL
Plan identification number 002

STANDARD RETIREMENT PLAN - HOME OFFICE PERSONNEL Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

STANCORP FINANCIAL GROUP, INC. has sponsored the creation of one or more 401k plans.

Company Name:STANCORP FINANCIAL GROUP, INC.
Employer identification number (EIN):931253576
NAIC Classification:551112
NAIC Description:Offices of Other Holding Companies

Additional information about STANCORP FINANCIAL GROUP, INC.

Jurisdiction of Incorporation: Oregon Secretary of State Corporations Division
Incorporation Date: 1998-09-23
Company Identification Number: 65367584
Legal Registered Office Address: 900 SW 5TH AVE

PORTLAND
United States of America (USA)
97204

More information about STANCORP FINANCIAL GROUP, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan STANDARD RETIREMENT PLAN - HOME OFFICE PERSONNEL

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01MELISSA OLIVER JANIAK2023-10-13
0022021-01-01MELISSA JANIAK2022-10-08
0022020-01-01MELISSA JANIAK2021-10-04
0022019-01-01MELISSA JANIAK2020-10-04
0022019-01-01MELISSA JANIAK2020-12-28
0022018-01-01MELISSA JANIAK2019-09-30
0022017-01-01
0022016-01-01
0022015-01-01BEN FRASIER

Plan Statistics for STANDARD RETIREMENT PLAN - HOME OFFICE PERSONNEL

401k plan membership statisitcs for STANDARD RETIREMENT PLAN - HOME OFFICE PERSONNEL

Measure Date Value
2022: STANDARD RETIREMENT PLAN - HOME OFFICE PERSONNEL 2022 401k membership
Market value of plan assets2022-12-31659,198,114
Acturial value of plan assets2022-12-31659,198,114
Funding target for retired participants and beneficiaries receiving payment2022-12-31212,511,291
Number of terminated vested participants2022-12-31645
Fundng target for terminated vested participants2022-12-3159,142,020
Active participant vested funding target2022-12-31115,204,848
Number of active participants2022-12-31594
Total funding liabilities for active participants2022-12-31128,086,491
Total participant count2022-12-312,305
Total funding target for all participants2022-12-31399,739,802
Balance at beginning of prior year after applicable adjustments2022-12-310
Prefunding balance at beginning of prior year after applicable adjustments2022-12-31179,119,153
Carryover balanced portion elected for use to offset prior years funding requirement2022-12-310
Prefunding balanced used to offset prior years funding requirement2022-12-310
Amount remaining of carryover balance2022-12-310
Amount remaining of prefunding balance2022-12-31179,119,153
Present value of excess contributions2022-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-12-310
Reductions in caryover balances due to elections or deemed elections2022-12-310
Reductions in prefunding balances due to elections or deemed elections2022-12-310
Balance of carryovers at beginning of current year2022-12-310
Balance of prefunding at beginning of current year2022-12-31200,326,861
Total employer contributions2022-12-310
Total employee contributions2022-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2022-12-310
Contributions made to avoid restrictions adjusted to valuation date2022-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-12-310
Unpaid minimum required contributions for all prior years2022-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-12-310
Remaining amount of unpaid minimum required contributions2022-12-310
Minimum required contributions for current year target normal cost2022-12-3190,000
Net shortfall amortization installment of oustanding balance2022-12-310
Waiver amortization installment2022-12-310
Total funding amount beforereflecting carryover/prefunding balances2022-12-310
Carryover balance elected to use to offset funding requirement2022-12-310
Prefunding balance elected to use to offset funding requirement2022-12-310
Additional cash requirement2022-12-310
Contributions allocatedtoward minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
Total participants, beginning-of-year2022-01-012,305
Total number of active participants reported on line 7a of the Form 55002022-01-01550
Number of retired or separated participants receiving benefits2022-01-011,001
Number of other retired or separated participants entitled to future benefits2022-01-01637
Total of all active and inactive participants2022-01-012,188
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0189
Total participants2022-01-012,277
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: STANDARD RETIREMENT PLAN - HOME OFFICE PERSONNEL 2021 401k membership
Market value of plan assets2021-12-31606,841,676
Acturial value of plan assets2021-12-31606,841,676
Funding target for retired participants and beneficiaries receiving payment2021-12-31201,726,892
Number of terminated vested participants2021-12-31655
Fundng target for terminated vested participants2021-12-3154,831,465
Active participant vested funding target2021-12-31115,787,333
Number of active participants2021-12-31632
Total funding liabilities for active participants2021-12-31129,846,909
Total participant count2021-12-312,328
Total funding target for all participants2021-12-31386,405,266
Balance at beginning of prior year after applicable adjustments2021-12-310
Prefunding balance at beginning of prior year after applicable adjustments2021-12-31157,135,848
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-310
Prefunding balanced used to offset prior years funding requirement2021-12-310
Amount remaining of carryover balance2021-12-310
Amount remaining of prefunding balance2021-12-31157,135,848
Present value of excess contributions2021-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-310
Reductions in caryover balances due to elections or deemed elections2021-12-310
Reductions in prefunding balances due to elections or deemed elections2021-12-310
Balance of carryovers at beginning of current year2021-12-310
Balance of prefunding at beginning of current year2021-12-31179,119,153
Total employer contributions2021-12-310
Total employee contributions2021-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-310
Contributions made to avoid restrictions adjusted to valuation date2021-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-310
Unpaid minimum required contributions for all prior years2021-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-3190,000
Net shortfall amortization installment of oustanding balance2021-12-310
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-310
Carryover balance elected to use to offset funding requirement2021-12-310
Prefunding balance elected to use to offset funding requirement2021-12-310
Additional cash requirement2021-12-310
Contributions allocatedtoward minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
Total participants, beginning-of-year2021-01-012,328
Total number of active participants reported on line 7a of the Form 55002021-01-01596
Number of retired or separated participants receiving benefits2021-01-01987
Number of other retired or separated participants entitled to future benefits2021-01-01643
Total of all active and inactive participants2021-01-012,226
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0179
Total participants2021-01-012,305
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: STANDARD RETIREMENT PLAN - HOME OFFICE PERSONNEL 2020 401k membership
Market value of plan assets2020-12-31548,983,972
Acturial value of plan assets2020-12-31548,983,972
Funding target for retired participants and beneficiaries receiving payment2020-12-31195,037,781
Number of terminated vested participants2020-12-31668
Fundng target for terminated vested participants2020-12-3152,897,945
Active participant vested funding target2020-12-31116,587,163
Number of active participants2020-12-31648
Total funding liabilities for active participants2020-12-31131,361,277
Total participant count2020-12-312,346
Total funding target for all participants2020-12-31379,297,003
Balance at beginning of prior year after applicable adjustments2020-12-3115,986,502
Prefunding balance at beginning of prior year after applicable adjustments2020-12-31136,001,253
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-3190,000
Prefunding balanced used to offset prior years funding requirement2020-12-310
Amount remaining of carryover balance2020-12-3115,896,502
Amount remaining of prefunding balance2020-12-31136,001,253
Present value of excess contributions2020-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-310
Reductions in caryover balances due to elections or deemed elections2020-12-3118,366,818
Reductions in prefunding balances due to elections or deemed elections2020-12-310
Balance of carryovers at beginning of current year2020-12-310
Balance of prefunding at beginning of current year2020-12-31157,135,848
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-310
Contributions made to avoid restrictions adjusted to valuation date2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-310
Unpaid minimum required contributions for all prior years2020-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-3190,000
Net shortfall amortization installment of oustanding balance2020-12-310
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-310
Carryover balance elected to use to offset funding requirement2020-12-310
Prefunding balance elected to use to offset funding requirement2020-12-310
Additional cash requirement2020-12-310
Contributions allocatedtoward minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
Total participants, beginning-of-year2020-01-012,346
Total number of active participants reported on line 7a of the Form 55002020-01-01636
Number of retired or separated participants receiving benefits2020-01-01974
Number of other retired or separated participants entitled to future benefits2020-01-01646
Total of all active and inactive participants2020-01-012,256
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0167
Total participants2020-01-012,323
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: STANDARD RETIREMENT PLAN - HOME OFFICE PERSONNEL 2019 401k membership
Market value of plan assets2019-12-31491,170,613
Acturial value of plan assets2019-12-31491,170,613
Funding target for retired participants and beneficiaries receiving payment2019-12-31188,150,762
Number of terminated vested participants2019-12-31664
Fundng target for terminated vested participants2019-12-3149,081,739
Active participant vested funding target2019-12-31116,730,555
Number of active participants2019-12-31694
Total funding liabilities for active participants2019-12-31130,976,433
Total participant count2019-12-312,359
Total funding target for all participants2019-12-31368,208,934
Balance at beginning of prior year after applicable adjustments2019-12-3116,243,144
Prefunding balance at beginning of prior year after applicable adjustments2019-12-31138,184,569
Amount remaining of carryover balance2019-12-3116,243,144
Amount remaining of prefunding balance2019-12-31138,184,569
Present value of excess contributions2019-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-310
Balance of carryovers at beginning of current year2019-12-3115,986,502
Balance of prefunding at beginning of current year2019-12-31136,001,253
Total employer contributions2019-12-310
Total employee contributions2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-310
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-3190,000
Net shortfall amortization installment of oustanding balance2019-12-310
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-310
Additional cash requirement2019-12-310
Contributions allocatedtoward minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
Carryover balance elected to use to offset funding requirement2019-12-3190,000
Prefunding balance elected to use to offset funding requirement2019-12-310
Total participants, beginning-of-year2019-01-012,363
Total number of active participants reported on line 7a of the Form 55002019-01-01648
Number of retired or separated participants receiving benefits2019-01-01971
Number of other retired or separated participants entitled to future benefits2019-01-01667
Total of all active and inactive participants2019-01-012,286
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0157
Total participants2019-01-012,343
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: STANDARD RETIREMENT PLAN - HOME OFFICE PERSONNEL 2018 401k membership
Market value of plan assets2018-12-31515,727,197
Acturial value of plan assets2018-12-31515,727,197
Funding target for retired participants and beneficiaries receiving payment2018-12-31173,082,145
Number of terminated vested participants2018-12-31658
Fundng target for terminated vested participants2018-12-3143,205,307
Active participant vested funding target2018-12-31136,961,585
Number of active participants2018-12-31753
Total funding liabilities for active participants2018-12-31136,961,585
Total participant count2018-12-312,386
Total funding target for all participants2018-12-31353,249,037
Balance at beginning of prior year after applicable adjustments2018-12-3114,382,100
Prefunding balance at beginning of prior year after applicable adjustments2018-12-31122,352,195
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-310
Amount remaining of carryover balance2018-12-3114,382,100
Amount remaining of prefunding balance2018-12-31122,352,195
Present value of excess contributions2018-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-310
Reductions in prefunding balances due to elections or deemed elections2018-12-310
Balance of carryovers at beginning of current year2018-12-3116,243,144
Balance of prefunding at beginning of current year2018-12-31138,184,569
Total employer contributions2018-12-310
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-310
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-3190,000
Net shortfall amortization installment of oustanding balance2018-12-310
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-310
Additional cash requirement2018-12-310
Contributions allocatedtoward minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-012,386
Total number of active participants reported on line 7a of the Form 55002018-01-01694
Number of retired or separated participants receiving benefits2018-01-01952
Number of other retired or separated participants entitled to future benefits2018-01-01664
Total of all active and inactive participants2018-01-012,310
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0153
Total participants2018-01-012,363
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: STANDARD RETIREMENT PLAN - HOME OFFICE PERSONNEL 2017 401k membership
Market value of plan assets2017-12-31470,844,975
Acturial value of plan assets2017-12-31470,844,975
Funding target for retired participants and beneficiaries receiving payment2017-12-31151,499,174
Number of terminated vested participants2017-12-31653
Fundng target for terminated vested participants2017-12-3135,958,737
Active participant vested funding target2017-12-31132,478,433
Number of active participants2017-12-31820
Total funding liabilities for active participants2017-12-31132,478,433
Total participant count2017-12-312,395
Total funding target for all participants2017-12-31319,936,344
Balance at beginning of prior year after applicable adjustments2017-12-3113,389,908
Prefunding balance at beginning of prior year after applicable adjustments2017-12-31113,911,363
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-310
Amount remaining of carryover balance2017-12-3113,389,908
Amount remaining of prefunding balance2017-12-31113,911,363
Present value of excess contributions2017-12-3113,312,833
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-3114,138,229
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-310
Reductions in caryover balances due to elections or deemed elections2017-12-310
Reductions in prefunding balances due to elections or deemed elections2017-12-310
Balance of carryovers at beginning of current year2017-12-3114,382,100
Balance of prefunding at beginning of current year2017-12-31122,352,195
Total employer contributions2017-12-310
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-310
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-319,283,628
Net shortfall amortization installment of oustanding balance2017-12-310
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-310
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-310
Additional cash requirement2017-12-310
Contributions allocatedtoward minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-012,395
Total number of active participants reported on line 7a of the Form 55002017-01-01755
Number of retired or separated participants receiving benefits2017-01-01875
Number of other retired or separated participants entitled to future benefits2017-01-01653
Total of all active and inactive participants2017-01-012,283
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0147
Total participants2017-01-012,330
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: STANDARD RETIREMENT PLAN - HOME OFFICE PERSONNEL 2016 401k membership
Market value of plan assets2016-12-31461,739,661
Acturial value of plan assets2016-12-31461,739,661
Funding target for retired participants and beneficiaries receiving payment2016-12-31124,496,894
Number of terminated vested participants2016-12-311,254
Fundng target for terminated vested participants2016-12-3155,364,983
Active participant vested funding target2016-12-31119,402,989
Number of active participants2016-12-31890
Total funding liabilities for active participants2016-12-31131,390,691
Total participant count2016-12-312,867
Total funding target for all participants2016-12-31311,252,568
Balance at beginning of prior year after applicable adjustments2016-12-3113,036,616
Prefunding balance at beginning of prior year after applicable adjustments2016-12-31110,905,815
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-310
Amount remaining of carryover balance2016-12-3113,036,616
Amount remaining of prefunding balance2016-12-31110,905,815
Present value of excess contributions2016-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-310
Balance of carryovers at beginning of current year2016-12-3113,389,908
Balance of prefunding at beginning of current year2016-12-31113,911,363
Total employer contributions2016-12-3115,000,000
Total employee contributions2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-3113,312,833
Unpaid minimum required contributions for all prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-3110,314,282
Net shortfall amortization installment of oustanding balance2016-12-310
Waiver amortization installment2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-310
Additional cash requirement2016-12-310
Contributions allocatedtoward minimum required contributions for current year2016-12-3113,312,833
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-012,867
Total number of active participants reported on line 7a of the Form 55002016-01-01821
Number of retired or separated participants receiving benefits2016-01-01876
Number of other retired or separated participants entitled to future benefits2016-01-01651
Total of all active and inactive participants2016-01-012,348
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0147
Total participants2016-01-012,395
Number of participants with account balances2016-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: STANDARD RETIREMENT PLAN - HOME OFFICE PERSONNEL 2015 401k membership
Total participants, beginning-of-year2015-01-012,883
Total number of active participants reported on line 7a of the Form 55002015-01-01890
Number of retired or separated participants receiving benefits2015-01-01674
Number of other retired or separated participants entitled to future benefits2015-01-011,254
Total of all active and inactive participants2015-01-012,818
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0149
Total participants2015-01-012,867
Number of participants with account balances2015-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010

Financial Data on STANDARD RETIREMENT PLAN - HOME OFFICE PERSONNEL

Measure Date Value
2022 : STANDARD RETIREMENT PLAN - HOME OFFICE PERSONNEL 2022 401k financial data
Unrealized appreciation/depreciation of real estate assets2022-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$0
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets to this plan2022-12-31$0
Total transfer of assets from this plan2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$14,942
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$15,962
Expenses. Interest paid2022-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022022-12-31$0
Total income from all sources (including contributions)2022-12-31$-69,666,476
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$19,362,523
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$19,307,346
Expenses. Certain deemed distributions of participant loans2022-12-31$0
Value of total corrective distributions2022-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$0
Value of total assets at end of year2022-12-31$570,168,095
Value of total assets at beginning of year2022-12-31$659,198,114
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$55,177
Total income from rents2022-12-31$0
Total interest from all sources2022-12-31$10,022,659
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$0
Assets. Real estate other than employer real property at end of year2022-12-31$0
Assets. Real estate other than employer real property at beginning of year2022-12-31$0
Administrative expenses professional fees incurred2022-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2022-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2022-12-31$0
Was this plan covered by a fidelity bond2022-12-31No
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$0
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$0
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$0
Assets. Other investments not covered elsewhere at end of year2022-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$0
Assets. Loans (other than to participants) at end of year2022-12-31$0
Assets. Loans (other than to participants) at beginning of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$0
Other income not declared elsewhere2022-12-31$0
Administrative expenses (other) incurred2022-12-31$0
Liabilities. Value of operating payables at end of year2022-12-31$14,942
Liabilities. Value of operating payables at beginning of year2022-12-31$15,962
Total non interest bearing cash at end of year2022-12-31$0
Total non interest bearing cash at beginning of year2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Income. Non cash contributions2022-12-31$0
Value of net income/loss2022-12-31$-89,028,999
Value of net assets at end of year (total assets less liabilities)2022-12-31$570,153,153
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$659,182,152
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
Assets. partnership/joint venture interests at end of year2022-12-31$0
Assets. partnership/joint venture interests at beginning of year2022-12-31$0
Investment advisory and management fees2022-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$0
Value of interest in pooled separate accounts at end of year2022-12-31$249,511,256
Value of interest in pooled separate accounts at beginning of year2022-12-31$336,136,583
Interest on participant loans2022-12-31$0
Income. Interest from loans (other than to participants)2022-12-31$0
Interest earned on other investments2022-12-31$10,022,659
Income. Interest from US Government securities2022-12-31$0
Income. Interest from corporate debt instruments2022-12-31$0
Value of interest in master investment trust accounts at end of year2022-12-31$0
Value of interest in master investment trust accounts at beginning of year2022-12-31$0
Value of interest in common/collective trusts at end of year2022-12-31$0
Value of interest in common/collective trusts at beginning of year2022-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2022-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2022-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$320,656,839
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$323,061,531
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$0
Asset value of US Government securities at end of year2022-12-31$0
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$0
Net investment gain/loss from pooled separate accounts2022-12-31$-79,689,135
Net investment gain or loss from common/collective trusts2022-12-31$0
Net gain/loss from 103.12 investment entities2022-12-31$0
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
Assets. Invements in employer securities at end of year2022-12-31$0
Assets. Invements in employer securities at beginning of year2022-12-31$0
Assets. Value of employer real property at end of year2022-12-31$0
Assets. Value of employer real property at beginning of year2022-12-31$0
Contributions received in cash from employer2022-12-31$0
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$0
Income. Dividends from preferred stock2022-12-31$0
Income. Dividends from common stock2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$19,307,346
Asset. Corporate debt instrument preferred debt at end of year2022-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2022-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$0
Contract administrator fees2022-12-31$55,177
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$0
Liabilities. Value of benefit claims payable at end of year2022-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2022-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-12-31$0
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$0
Aggregate carrying amount (costs) on sale of assets2022-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2022-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2022-12-31$0
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31MOSS ADAMS, LLP
Accountancy firm EIN2022-12-31910189318
2021 : STANDARD RETIREMENT PLAN - HOME OFFICE PERSONNEL 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$15,962
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$11,124
Total income from all sources (including contributions)2021-12-31$70,763,383
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$18,411,783
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$18,352,662
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$0
Value of total assets at end of year2021-12-31$659,198,114
Value of total assets at beginning of year2021-12-31$606,841,676
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$59,121
Total interest from all sources2021-12-31$9,927,069
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31No
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
Liabilities. Value of operating payables at end of year2021-12-31$15,962
Liabilities. Value of operating payables at beginning of year2021-12-31$11,124
Total non interest bearing cash at end of year2021-12-31$0
Total non interest bearing cash at beginning of year2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$52,351,600
Value of net assets at end of year (total assets less liabilities)2021-12-31$659,182,152
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$606,830,552
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
Value of interest in pooled separate accounts at end of year2021-12-31$336,136,583
Value of interest in pooled separate accounts at beginning of year2021-12-31$329,159,652
Interest earned on other investments2021-12-31$9,927,069
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$323,061,531
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$277,682,024
Net investment gain/loss from pooled separate accounts2021-12-31$60,836,314
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$18,352,662
Contract administrator fees2021-12-31$59,121
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31MOSS ADAMS LLP
Accountancy firm EIN2021-12-31910189318
2020 : STANDARD RETIREMENT PLAN - HOME OFFICE PERSONNEL 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$11,124
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$13,185
Total income from all sources (including contributions)2020-12-31$75,586,358
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$17,726,593
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$17,679,551
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$0
Value of total assets at end of year2020-12-31$606,841,676
Value of total assets at beginning of year2020-12-31$548,983,972
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$47,042
Total interest from all sources2020-12-31$9,293,157
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31No
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
Liabilities. Value of operating payables at end of year2020-12-31$11,124
Liabilities. Value of operating payables at beginning of year2020-12-31$13,185
Total non interest bearing cash at end of year2020-12-31$0
Total non interest bearing cash at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$57,859,765
Value of net assets at end of year (total assets less liabilities)2020-12-31$606,830,552
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$548,970,787
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
Value of interest in pooled separate accounts at end of year2020-12-31$329,159,652
Value of interest in pooled separate accounts at beginning of year2020-12-31$285,347,428
Interest earned on other investments2020-12-31$9,293,157
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$277,682,024
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$263,636,544
Net investment gain/loss from pooled separate accounts2020-12-31$66,293,201
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$17,679,551
Contract administrator fees2020-12-31$47,042
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31MOSS ADAMS LLP
Accountancy firm EIN2020-12-31910189318
2019 : STANDARD RETIREMENT PLAN - HOME OFFICE PERSONNEL 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$13,185
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$12,833
Total income from all sources (including contributions)2019-12-31$75,026,156
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$17,213,150
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$17,158,737
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$0
Value of total assets at end of year2019-12-31$548,983,972
Value of total assets at beginning of year2019-12-31$491,170,614
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$54,413
Total interest from all sources2019-12-31$9,350,182
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31No
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
Liabilities. Value of operating payables at end of year2019-12-31$13,185
Liabilities. Value of operating payables at beginning of year2019-12-31$12,833
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$57,813,006
Value of net assets at end of year (total assets less liabilities)2019-12-31$548,970,787
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$491,157,781
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in pooled separate accounts at end of year2019-12-31$285,347,428
Value of interest in pooled separate accounts at beginning of year2019-12-31$226,481,869
Interest earned on other investments2019-12-31$9,350,182
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$263,636,544
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$264,688,745
Net investment gain/loss from pooled separate accounts2019-12-31$65,675,974
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$17,158,737
Contract administrator fees2019-12-31$54,413
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31MOSS ADAMS LLP
Accountancy firm EIN2019-12-31910189318
2018 : STANDARD RETIREMENT PLAN - HOME OFFICE PERSONNEL 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$12,833
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$11,715
Total income from all sources (including contributions)2018-12-31$-8,067,100
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$16,540,442
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$16,484,146
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$0
Value of total assets at end of year2018-12-31$491,170,614
Value of total assets at beginning of year2018-12-31$515,777,038
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$56,296
Total interest from all sources2018-12-31$9,110,912
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
Was this plan covered by a fidelity bond2018-12-31No
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
Liabilities. Value of operating payables at end of year2018-12-31$12,833
Liabilities. Value of operating payables at beginning of year2018-12-31$11,715
Total non interest bearing cash at end of year2018-12-31$0
Total non interest bearing cash at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-24,607,542
Value of net assets at end of year (total assets less liabilities)2018-12-31$491,157,781
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$515,765,323
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
Value of interest in pooled separate accounts at end of year2018-12-31$226,481,869
Value of interest in pooled separate accounts at beginning of year2018-12-31$251,346,680
Interest earned on other investments2018-12-31$9,110,912
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$264,688,745
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$264,430,358
Net investment gain/loss from pooled separate accounts2018-12-31$-17,178,012
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$16,484,146
Contract administrator fees2018-12-31$56,296
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 name2018-12-31MOSS ADAMS LLP
Accountancy firm EIN2018-12-31910189318
2017 : STANDARD RETIREMENT PLAN - HOME OFFICE PERSONNEL 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$0
Total transfer of assets from this plan2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$11,715
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$10,178
Total income from all sources (including contributions)2017-12-31$60,040,720
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$15,110,194
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$14,933,387
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$0
Value of total assets at end of year2017-12-31$515,777,038
Value of total assets at beginning of year2017-12-31$470,844,975
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$176,807
Total interest from all sources2017-12-31$8,308,683
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 bond2017-12-31No
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
Administrative expenses (other) incurred2017-12-31$123,393
Liabilities. Value of operating payables at end of year2017-12-31$11,715
Liabilities. Value of operating payables at beginning of year2017-12-31$10,178
Total non interest bearing cash at end of year2017-12-31$0
Total non interest bearing cash at beginning of year2017-12-31$15,000,000
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$44,930,526
Value of net assets at end of year (total assets less liabilities)2017-12-31$515,765,323
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$470,834,797
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
Value of interest in pooled separate accounts at end of year2017-12-31$251,346,680
Value of interest in pooled separate accounts at beginning of year2017-12-31$222,939,113
Interest earned on other investments2017-12-31$8,308,683
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$264,430,358
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$232,905,862
Net investment gain/loss from pooled separate accounts2017-12-31$51,732,037
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$14,933,387
Contract administrator fees2017-12-31$53,414
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 name2017-12-31MOSS ADAMS LLP
Accountancy firm EIN2017-12-31910189318
2016 : STANDARD RETIREMENT PLAN - HOME OFFICE PERSONNEL 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$12,564,459
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$10,178
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$12,503
Total income from all sources (including contributions)2016-12-31$47,383,717
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$50,840,537
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$50,586,707
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$15,000,000
Value of total assets at end of year2016-12-31$470,844,975
Value of total assets at beginning of year2016-12-31$461,739,661
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$253,830
Total interest from all sources2016-12-31$8,054,581
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 bond2016-12-31No
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
Liabilities. Value of operating payables at end of year2016-12-31$10,178
Liabilities. Value of operating payables at beginning of year2016-12-31$12,503
Total non interest bearing cash at end of year2016-12-31$15,000,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-3,456,820
Value of net assets at end of year (total assets less liabilities)2016-12-31$470,834,797
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$461,727,158
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
Value of interest in pooled separate accounts at end of year2016-12-31$222,939,113
Value of interest in pooled separate accounts at beginning of year2016-12-31$236,002,681
Interest earned on other investments2016-12-31$8,054,581
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$232,905,862
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$225,736,980
Net investment gain/loss from pooled separate accounts2016-12-31$24,329,136
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$15,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$50,586,707
Contract administrator fees2016-12-31$253,830
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 name2016-12-31MOSS ADAMS LLP
Accountancy firm EIN2016-12-31910189318
2015 : STANDARD RETIREMENT PLAN - HOME OFFICE PERSONNEL 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$12,503
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$11,897
Total income from all sources (including contributions)2015-12-31$12,323,239
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$11,479,596
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$11,427,739
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$0
Value of total assets at end of year2015-12-31$461,739,661
Value of total assets at beginning of year2015-12-31$460,895,412
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$51,857
Total interest from all sources2015-12-31$7,733,530
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 bond2015-12-31No
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
Liabilities. Value of operating payables at end of year2015-12-31$12,503
Liabilities. Value of operating payables at beginning of year2015-12-31$11,897
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$843,643
Value of net assets at end of year (total assets less liabilities)2015-12-31$461,727,158
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$460,883,515
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
Value of interest in pooled separate accounts at end of year2015-12-31$236,002,681
Value of interest in pooled separate accounts at beginning of year2015-12-31$237,346,028
Interest earned on other investments2015-12-31$7,733,530
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$225,736,980
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$223,549,384
Net investment gain/loss from pooled separate accounts2015-12-31$4,589,709
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 contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$11,427,739
Contract administrator fees2015-12-31$51,857
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 name2015-12-31MOSS ADAMS LLP
Accountancy firm EIN2015-12-31910189318

Form 5500 Responses for STANDARD RETIREMENT PLAN - HOME OFFICE PERSONNEL

2022: STANDARD RETIREMENT PLAN - HOME OFFICE PERSONNEL 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 benefit arrangement – InsuranceYes
2021: STANDARD RETIREMENT PLAN - HOME OFFICE PERSONNEL 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 benefit arrangement – InsuranceYes
2020: STANDARD RETIREMENT PLAN - HOME OFFICE PERSONNEL 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 benefit arrangement – InsuranceYes
2019: STANDARD RETIREMENT PLAN - HOME OFFICE PERSONNEL 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 benefit arrangement – InsuranceYes
2018: STANDARD RETIREMENT PLAN - HOME OFFICE PERSONNEL 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan benefit arrangement – InsuranceYes
2017: STANDARD RETIREMENT PLAN - HOME OFFICE PERSONNEL 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 benefit arrangement – InsuranceYes
2016: STANDARD RETIREMENT PLAN - HOME OFFICE PERSONNEL 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 benefit arrangement – InsuranceYes
2015: STANDARD RETIREMENT PLAN - HOME OFFICE PERSONNEL 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 benefit arrangement – InsuranceYes

Insurance Providers Used on plan

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number502358
Policy instance 1
Insurance contract or identification number502358
Number of Individuals Covered2278
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
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?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
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
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number502358
Policy instance 1
Insurance contract or identification number502358
Number of Individuals Covered2305
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
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?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
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
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number502358
Policy instance 1
Insurance contract or identification number502358
Number of Individuals Covered2323
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
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?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
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
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number502358
Policy instance 1
Insurance contract or identification number502358
Number of Individuals Covered2343
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
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?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
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
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number502358
Policy instance 1
Insurance contract or identification number502358
Number of Individuals Covered2363
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
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?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
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
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number502358
Policy instance 1
Insurance contract or identification number502358
Number of Individuals Covered2397
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
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?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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