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SAVINGS PLAN FOR THE NON-REPRESENTED EMPLOYEES OF THE BAKERSFIELD CALIFORNIAN 401k Plan overview

Plan NameSAVINGS PLAN FOR THE NON-REPRESENTED EMPLOYEES OF THE BAKERSFIELD CALIFORNIAN
Plan identification number 002

SAVINGS PLAN FOR THE NON-REPRESENTED EMPLOYEES OF THE BAKERSFIELD CALIFORNIAN 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
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

THE BAKERSFIELD CALIFORNIAN has sponsored the creation of one or more 401k plans.

Company Name:THE BAKERSFIELD CALIFORNIAN
Employer identification number (EIN):951459901
NAIC Classification:511110
NAIC Description:Newspaper Publishers

Additional information about THE BAKERSFIELD CALIFORNIAN

Jurisdiction of Incorporation: California Department of State
Incorporation Date: 0000-00-00
Company Identification Number: C0201006
Legal Registered Office Address: 1707 Eye StBakersfieldCA93301


United States of America (USA)

More information about THE BAKERSFIELD CALIFORNIAN

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SAVINGS PLAN FOR THE NON-REPRESENTED EMPLOYEES OF THE BAKERSFIELD CALIFORNIAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022017-01-01
0022016-01-01
0022015-01-01
0022014-01-01SHANAN MALLARD
0022013-01-01NANCY CHAFFIN
0022012-01-01NANCY CHAFFIN
0022011-01-01NANCY CHAFFIN
0022010-01-01NANCY CHAFFIN
0022009-01-01NANCY CHAFFIN

Plan Statistics for SAVINGS PLAN FOR THE NON-REPRESENTED EMPLOYEES OF THE BAKERSFIELD CALIFORNIAN

401k plan membership statisitcs for SAVINGS PLAN FOR THE NON-REPRESENTED EMPLOYEES OF THE BAKERSFIELD CALIFORNIAN

Measure Date Value
2017: SAVINGS PLAN FOR THE NON-REPRESENTED EMPLOYEES OF THE BAKERSFIELD CALIFORNIAN 2017 401k membership
Total participants, beginning-of-year2017-01-01113
Total number of active participants reported on line 7a of the Form 55002017-01-0168
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0146
Total of all active and inactive participants2017-01-01114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01114
Number of participants with account balances2017-01-01111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-013
2016: SAVINGS PLAN FOR THE NON-REPRESENTED EMPLOYEES OF THE BAKERSFIELD CALIFORNIAN 2016 401k membership
Total participants, beginning-of-year2016-01-01129
Total number of active participants reported on line 7a of the Form 55002016-01-0169
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0144
Total of all active and inactive participants2016-01-01113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01113
Number of participants with account balances2016-01-01106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: SAVINGS PLAN FOR THE NON-REPRESENTED EMPLOYEES OF THE BAKERSFIELD CALIFORNIAN 2015 401k membership
Total participants, beginning-of-year2015-01-01142
Total number of active participants reported on line 7a of the Form 55002015-01-0179
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0150
Total of all active and inactive participants2015-01-01129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01129
Number of participants with account balances2015-01-01124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-012
2014: SAVINGS PLAN FOR THE NON-REPRESENTED EMPLOYEES OF THE BAKERSFIELD CALIFORNIAN 2014 401k membership
Total participants, beginning-of-year2014-01-01136
Total number of active participants reported on line 7a of the Form 55002014-01-0159
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0183
Total of all active and inactive participants2014-01-01142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01142
Number of participants with account balances2014-01-01138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: SAVINGS PLAN FOR THE NON-REPRESENTED EMPLOYEES OF THE BAKERSFIELD CALIFORNIAN 2013 401k membership
Total participants, beginning-of-year2013-01-01144
Total number of active participants reported on line 7a of the Form 55002013-01-0158
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0178
Total of all active and inactive participants2013-01-01136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01136
Number of participants with account balances2013-01-01132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: SAVINGS PLAN FOR THE NON-REPRESENTED EMPLOYEES OF THE BAKERSFIELD CALIFORNIAN 2012 401k membership
Total participants, beginning-of-year2012-01-01150
Total number of active participants reported on line 7a of the Form 55002012-01-0167
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0177
Total of all active and inactive participants2012-01-01144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01144
Number of participants with account balances2012-01-01137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: SAVINGS PLAN FOR THE NON-REPRESENTED EMPLOYEES OF THE BAKERSFIELD CALIFORNIAN 2011 401k membership
Total participants, beginning-of-year2011-01-01160
Total number of active participants reported on line 7a of the Form 55002011-01-0168
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0182
Total of all active and inactive participants2011-01-01150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01150
Number of participants with account balances2011-01-01143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: SAVINGS PLAN FOR THE NON-REPRESENTED EMPLOYEES OF THE BAKERSFIELD CALIFORNIAN 2010 401k membership
Total participants, beginning-of-year2010-01-01145
Total number of active participants reported on line 7a of the Form 55002010-01-0184
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0176
Total of all active and inactive participants2010-01-01160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01160
Number of participants with account balances2010-01-01139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-013
2009: SAVINGS PLAN FOR THE NON-REPRESENTED EMPLOYEES OF THE BAKERSFIELD CALIFORNIAN 2009 401k membership
Total participants, beginning-of-year2009-01-01154
Total number of active participants reported on line 7a of the Form 55002009-01-0171
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0174
Total of all active and inactive participants2009-01-01145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01145
Number of participants with account balances2009-01-01140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-013

Financial Data on SAVINGS PLAN FOR THE NON-REPRESENTED EMPLOYEES OF THE BAKERSFIELD CALIFORNIAN

Measure Date Value
2017 : SAVINGS PLAN FOR THE NON-REPRESENTED EMPLOYEES OF THE BAKERSFIELD CALIFORNIAN 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$1,446,536
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$250,942
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$241,561
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$234,907
Value of total assets at end of year2017-12-31$8,393,217
Value of total assets at beginning of year2017-12-31$7,197,623
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$9,381
Total interest from all sources2017-12-31$5,648
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$473,090
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$473,090
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$135,414
Participant contributions at end of year2017-12-31$104,842
Participant contributions at beginning of year2017-12-31$125,947
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$99,493
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$1,195,594
Value of net assets at end of year (total assets less liabilities)2017-12-31$8,393,217
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$7,197,623
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$9,381
Value of interest in pooled separate accounts at end of year2017-12-31$7,081,722
Value of interest in pooled separate accounts at beginning of year2017-12-31$5,604,538
Interest on participant loans2017-12-31$4,904
Interest earned on other investments2017-12-31$744
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$1,206,653
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$1,467,138
Net investment gain/loss from pooled separate accounts2017-12-31$732,891
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$241,561
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 name2017-12-31BARBICH HOOPER KING DILL HOFFMAN
Accountancy firm EIN2017-12-31953705481
2016 : SAVINGS PLAN FOR THE NON-REPRESENTED EMPLOYEES OF THE BAKERSFIELD CALIFORNIAN 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$933,774
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$4,393,831
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$4,383,381
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$231,421
Value of total assets at end of year2016-12-31$7,197,623
Value of total assets at beginning of year2016-12-31$10,657,680
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$10,450
Total interest from all sources2016-12-31$5,840
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$444,916
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$444,916
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$182,361
Participant contributions at end of year2016-12-31$125,947
Participant contributions at beginning of year2016-12-31$130,605
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$49,060
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-3,460,057
Value of net assets at end of year (total assets less liabilities)2016-12-31$7,197,623
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$10,657,680
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$10,450
Value of interest in pooled separate accounts at end of year2016-12-31$5,604,538
Value of interest in pooled separate accounts at beginning of year2016-12-31$8,817,880
Interest on participant loans2016-12-31$5,840
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$1,467,138
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$1,709,195
Net investment gain/loss from pooled separate accounts2016-12-31$251,597
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 contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$4,383,381
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 name2016-12-31BARBICH HOOPER KING DILL HOFFMAN
Accountancy firm EIN2016-12-31953705481
2015 : SAVINGS PLAN FOR THE NON-REPRESENTED EMPLOYEES OF THE BAKERSFIELD CALIFORNIAN 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$441,680
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$339,866
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$336,916
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$396,169
Value of total assets at end of year2015-12-31$10,657,680
Value of total assets at beginning of year2015-12-31$10,555,866
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$2,950
Total interest from all sources2015-12-31$5,218
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$709,490
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$709,490
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
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$233,215
Participant contributions at end of year2015-12-31$130,605
Participant contributions at beginning of year2015-12-31$129,935
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$162,954
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$101,814
Value of net assets at end of year (total assets less liabilities)2015-12-31$10,657,680
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$10,555,866
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$2,950
Value of interest in pooled separate accounts at end of year2015-12-31$8,817,880
Value of interest in pooled separate accounts at beginning of year2015-12-31$8,792,903
Interest on participant loans2015-12-31$5,218
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$1,709,195
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$1,633,028
Net investment gain/loss from pooled separate accounts2015-12-31$-669,197
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$336,916
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 name2015-12-31BARBICH HOOPER KING DILL HOFFMAN
Accountancy firm EIN2015-12-31953705481
2014 : SAVINGS PLAN FOR THE NON-REPRESENTED EMPLOYEES OF THE BAKERSFIELD CALIFORNIAN 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$977,187
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$882,037
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$863,969
Expenses. Certain deemed distributions of participant loans2014-12-31$11,762
Value of total corrective distributions2014-12-31$2,606
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$382,396
Value of total assets at end of year2014-12-31$10,555,866
Value of total assets at beginning of year2014-12-31$10,460,716
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$3,700
Total interest from all sources2014-12-31$5,563
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$690,606
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$690,606
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
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$224,807
Participant contributions at end of year2014-12-31$129,935
Participant contributions at beginning of year2014-12-31$131,361
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$157,589
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$95,150
Value of net assets at end of year (total assets less liabilities)2014-12-31$10,555,866
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$10,460,716
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
Investment advisory and management fees2014-12-31$3,700
Value of interest in pooled separate accounts at end of year2014-12-31$8,792,903
Value of interest in pooled separate accounts at beginning of year2014-12-31$8,527,193
Income. Interest from loans (other than to participants)2014-12-31$5,563
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$1,633,028
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$1,802,162
Net investment gain/loss from pooled separate accounts2014-12-31$-101,378
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 contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$863,969
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
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 name2014-12-31BARBICH HOOPER KING DILL HOFFMAN
Accountancy firm EIN2014-12-31953705481
2013 : SAVINGS PLAN FOR THE NON-REPRESENTED EMPLOYEES OF THE BAKERSFIELD CALIFORNIAN 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$1,893,446
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,302,513
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,301,263
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$305,706
Value of total assets at end of year2013-12-31$10,460,716
Value of total assets at beginning of year2013-12-31$9,869,783
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$1,250
Total interest from all sources2013-12-31$4,289
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$368,687
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$368,687
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
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$242,876
Participant contributions at end of year2013-12-31$131,361
Participant contributions at beginning of year2013-12-31$101,373
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$62,830
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$590,933
Value of net assets at end of year (total assets less liabilities)2013-12-31$10,460,716
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$9,869,783
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
Investment advisory and management fees2013-12-31$1,250
Value of interest in pooled separate accounts at end of year2013-12-31$8,527,193
Value of interest in pooled separate accounts at beginning of year2013-12-31$7,262,784
Income. Interest from loans (other than to participants)2013-12-31$4,289
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$1,802,162
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$2,505,626
Net investment gain/loss from pooled separate accounts2013-12-31$1,214,764
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,301,263
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 name2013-12-31BARBICH HOOPER KING DILL HOFFMAN
Accountancy firm EIN2013-12-31953705481
2012 : SAVINGS PLAN FOR THE NON-REPRESENTED EMPLOYEES OF THE BAKERSFIELD CALIFORNIAN 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$1,272,543
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$648,196
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$646,846
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$269,694
Value of total assets at end of year2012-12-31$9,869,783
Value of total assets at beginning of year2012-12-31$9,245,436
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$1,350
Total interest from all sources2012-12-31$4,610
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$230,916
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$230,916
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
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$269,694
Participant contributions at end of year2012-12-31$101,373
Participant contributions at beginning of year2012-12-31$121,532
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$624,347
Value of net assets at end of year (total assets less liabilities)2012-12-31$9,869,783
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$9,245,436
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
Investment advisory and management fees2012-12-31$1,350
Value of interest in pooled separate accounts at end of year2012-12-31$7,262,784
Value of interest in pooled separate accounts at beginning of year2012-12-31$6,233,105
Income. Interest from loans (other than to participants)2012-12-31$4,610
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$2,505,626
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$2,890,799
Net investment gain/loss from pooled separate accounts2012-12-31$767,323
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$646,846
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 name2012-12-31BARBICH HOOPER KING DILL HOFFMAN
Accountancy firm EIN2012-12-31953705481
2011 : SAVINGS PLAN FOR THE NON-REPRESENTED EMPLOYEES OF THE BAKERSFIELD CALIFORNIAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$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$407,926
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$666,230
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$643,279
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$476,419
Value of total assets at end of year2011-12-31$9,245,436
Value of total assets at beginning of year2011-12-31$9,503,740
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$22,951
Total interest from all sources2011-12-31$6,190
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$216,401
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$216,401
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
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$278,384
Participant contributions at end of year2011-12-31$121,532
Participant contributions at beginning of year2011-12-31$155,300
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$198,035
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-258,304
Value of net assets at end of year (total assets less liabilities)2011-12-31$9,245,436
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$9,503,740
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
Investment advisory and management fees2011-12-31$22,951
Value of interest in pooled separate accounts at end of year2011-12-31$6,233,105
Value of interest in pooled separate accounts at beginning of year2011-12-31$7,237,997
Income. Interest from loans (other than to participants)2011-12-31$6,190
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$2,890,799
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$2,110,443
Net investment gain/loss from pooled separate accounts2011-12-31$-291,084
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$643,279
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 name2011-12-31BARBICH HOOPER KING DILL HOFFMAN
Accountancy firm EIN2011-12-31953705481
2010 : SAVINGS PLAN FOR THE NON-REPRESENTED EMPLOYEES OF THE BAKERSFIELD CALIFORNIAN 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$1,353,443
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$460,627
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$457,332
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$431,646
Value of total assets at end of year2010-12-31$9,503,740
Value of total assets at beginning of year2010-12-31$8,610,924
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$3,295
Total interest from all sources2010-12-31$175,575
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
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$307,469
Participant contributions at end of year2010-12-31$155,300
Participant contributions at beginning of year2010-12-31$126,920
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$124,177
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$892,816
Value of net assets at end of year (total assets less liabilities)2010-12-31$9,503,740
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$8,610,924
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
Investment advisory and management fees2010-12-31$3,295
Value of interest in pooled separate accounts at end of year2010-12-31$7,237,997
Value of interest in pooled separate accounts at beginning of year2010-12-31$6,554,885
Interest on participant loans2010-12-31$7,339
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$168,236
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$2,110,443
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$1,929,119
Net investment gain/loss from pooled separate accounts2010-12-31$746,222
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$457,332
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 name2010-12-31BARBICH HOOPER KING DILL HOFFMAN
Accountancy firm EIN2010-12-31953705481
2009 : SAVINGS PLAN FOR THE NON-REPRESENTED EMPLOYEES OF THE BAKERSFIELD CALIFORNIAN 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 SAVINGS PLAN FOR THE NON-REPRESENTED EMPLOYEES OF THE BAKERSFIELD CALIFORNIAN

2017: SAVINGS PLAN FOR THE NON-REPRESENTED EMPLOYEES OF THE BAKERSFIELD CALIFORNIAN 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: SAVINGS PLAN FOR THE NON-REPRESENTED EMPLOYEES OF THE BAKERSFIELD CALIFORNIAN 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: SAVINGS PLAN FOR THE NON-REPRESENTED EMPLOYEES OF THE BAKERSFIELD CALIFORNIAN 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
2014: SAVINGS PLAN FOR THE NON-REPRESENTED EMPLOYEES OF THE BAKERSFIELD CALIFORNIAN 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 benefit arrangement – InsuranceYes
2013: SAVINGS PLAN FOR THE NON-REPRESENTED EMPLOYEES OF THE BAKERSFIELD CALIFORNIAN 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 benefit arrangement – InsuranceYes
2012: SAVINGS PLAN FOR THE NON-REPRESENTED EMPLOYEES OF THE BAKERSFIELD CALIFORNIAN 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 benefit arrangement – InsuranceYes
2011: SAVINGS PLAN FOR THE NON-REPRESENTED EMPLOYEES OF THE BAKERSFIELD CALIFORNIAN 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 benefit arrangement – InsuranceYes
2010: SAVINGS PLAN FOR THE NON-REPRESENTED EMPLOYEES OF THE BAKERSFIELD CALIFORNIAN 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 benefit arrangement – InsuranceYes
2009: SAVINGS PLAN FOR THE NON-REPRESENTED EMPLOYEES OF THE BAKERSFIELD CALIFORNIAN 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 benefit arrangement – InsuranceYes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPHY170
Policy instance 1
Insurance contract or identification numberPHY170
Number of Individuals Covered111
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $2,645
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 Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,645
Insurance broker organization code?3
Insurance broker nameNORTHWESTERN MUTUAL INVESTMENT SERV
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPHY170
Policy instance 1
Insurance contract or identification numberPHY170
Number of Individuals Covered124
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $3,396
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,396
Insurance broker organization code?3
Insurance broker nameNORTHWESTERN MUTUAL INVESTMENT SERV
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPHY170
Policy instance 1
Insurance contract or identification numberPHY170
Number of Individuals Covered138
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $3,431
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,431
Insurance broker organization code?3
Insurance broker nameNORTHWESTERN MUTUAL INVESTMENT SERV
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPHY170
Policy instance 1
Insurance contract or identification numberPHY170
Number of Individuals Covered132
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $4,332
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,332
Insurance broker organization code?3
Insurance broker nameNORTHWESTERN MUTUAL INVESTMENT SERV
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPHY170
Policy instance 1
Insurance contract or identification numberPHY170
Number of Individuals Covered137
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $5,388
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,388
Insurance broker organization code?3
Insurance broker nameNORTHWESTERN MUTUAL INVESTMENT SERV
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPHY170
Policy instance 1
Insurance contract or identification numberPHY170
Number of Individuals Covered143
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $5,152
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPHY170
Policy instance 1
Insurance contract or identification numberPHY170
Number of Individuals Covered139
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $20,933
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $20,933
Insurance broker organization code?3
Insurance broker nameNORTHWESTERN MUTUAL INVESTMENT SERV

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