Logo

CONSTELLATION SOFTWARE, INC. RETIREMENT SAVINGS PLAN 401k Plan overview

Plan NameCONSTELLATION SOFTWARE, INC. RETIREMENT SAVINGS PLAN
Plan identification number 001

CONSTELLATION SOFTWARE, INC. RETIREMENT SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

TRAPEZE SOFTWARE GROUP, INC. has sponsored the creation of one or more 401k plans.

Company Name:TRAPEZE SOFTWARE GROUP, INC.
Employer identification number (EIN):980358175
NAIC Classification:541519
NAIC Description:Other Computer Related Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CONSTELLATION SOFTWARE, INC. RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01NELLIE APOSTOLOVA
0012017-01-01NELLIE APOSTOLOVA
0012016-01-01NELLIE APOSTOLOVA
0012016-01-01NELLIE APOSTOLOVA
0012015-01-01NELLIE APOSTOLOVA
0012014-01-01AMY SPRITZA
0012013-01-01AMY SPRITZA
0012012-01-01JAMAL BAKSH
0012011-01-01JAMAL BAKSH
0012009-01-01JAMAL BAKSH JAMAL BAKSH2010-10-08

Plan Statistics for CONSTELLATION SOFTWARE, INC. RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for CONSTELLATION SOFTWARE, INC. RETIREMENT SAVINGS PLAN

Measure Date Value
2022: CONSTELLATION SOFTWARE, INC. RETIREMENT SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0111,807
Total number of active participants reported on line 7a of the Form 55002022-01-018,028
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-015,235
Total of all active and inactive participants2022-01-0113,263
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0164
Total participants2022-01-0113,327
Number of participants with account balances2022-01-0112,744
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: CONSTELLATION SOFTWARE, INC. RETIREMENT SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0110,281
Total number of active participants reported on line 7a of the Form 55002021-01-017,071
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-014,375
Total of all active and inactive participants2021-01-0111,446
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0156
Total participants2021-01-0111,502
Number of participants with account balances2021-01-0110,960
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: CONSTELLATION SOFTWARE, INC. RETIREMENT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-019,429
Total number of active participants reported on line 7a of the Form 55002020-01-016,247
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-013,694
Total of all active and inactive participants2020-01-019,941
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0140
Total participants2020-01-019,981
Number of participants with account balances2020-01-019,366
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: CONSTELLATION SOFTWARE, INC. RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-017,414
Total number of active participants reported on line 7a of the Form 55002019-01-015,856
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-012,724
Total of all active and inactive participants2019-01-018,580
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0123
Total participants2019-01-018,603
Number of participants with account balances2019-01-017,807
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: CONSTELLATION SOFTWARE, INC. RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-016,801
Total number of active participants reported on line 7a of the Form 55002018-01-015,268
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-012,058
Total of all active and inactive participants2018-01-017,326
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0113
Total participants2018-01-017,339
Number of participants with account balances2018-01-016,528
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: CONSTELLATION SOFTWARE, INC. RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-015,617
Total number of active participants reported on line 7a of the Form 55002017-01-014,657
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-011,953
Total of all active and inactive participants2017-01-016,610
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0121
Total participants2017-01-016,631
Number of participants with account balances2017-01-015,643
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: CONSTELLATION SOFTWARE, INC. RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-015,196
Total number of active participants reported on line 7a of the Form 55002016-01-014,049
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-011,514
Total of all active and inactive participants2016-01-015,563
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-017
Total participants2016-01-015,570
Number of participants with account balances2016-01-014,515
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: CONSTELLATION SOFTWARE, INC. RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-014,090
Total number of active participants reported on line 7a of the Form 55002015-01-013,928
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-011,195
Total of all active and inactive participants2015-01-015,123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-018
Total participants2015-01-015,131
Number of participants with account balances2015-01-013,859
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: CONSTELLATION SOFTWARE, INC. RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-013,047
Total number of active participants reported on line 7a of the Form 55002014-01-012,940
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-011,092
Total of all active and inactive participants2014-01-014,032
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-015
Total participants2014-01-014,037
Number of participants with account balances2014-01-013,102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: CONSTELLATION SOFTWARE, INC. RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-012,487
Total number of active participants reported on line 7a of the Form 55002013-01-012,490
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01477
Total of all active and inactive participants2013-01-012,967
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-013
Total participants2013-01-012,970
Number of participants with account balances2013-01-012,097
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: CONSTELLATION SOFTWARE, INC. RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-012,008
Total number of active participants reported on line 7a of the Form 55002012-01-012,143
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01344
Total of all active and inactive participants2012-01-012,487
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-012,487
Number of participants with account balances2012-01-011,638
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: CONSTELLATION SOFTWARE, INC. RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011,503
Total number of active participants reported on line 7a of the Form 55002011-01-011,724
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01284
Total of all active and inactive participants2011-01-012,008
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-012,008
Number of participants with account balances2011-01-011,375
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0136
2009: CONSTELLATION SOFTWARE, INC. RETIREMENT SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-011,234
Total number of active participants reported on line 7a of the Form 55002009-01-011,151
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01116
Total of all active and inactive participants2009-01-011,267
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-011,267
Number of participants with account balances2009-01-01790
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0118

Financial Data on CONSTELLATION SOFTWARE, INC. RETIREMENT SAVINGS PLAN

Measure Date Value
2022 : CONSTELLATION SOFTWARE, INC. RETIREMENT SAVINGS PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets to this plan2022-12-31$41,625,587
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-61,392,376
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$62,090,644
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$60,577,937
Expenses. Certain deemed distributions of participant loans2022-12-31$18,216
Value of total corrective distributions2022-12-31$868
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$84,871,105
Value of total assets at end of year2022-12-31$755,360,002
Value of total assets at beginning of year2022-12-31$837,217,435
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$1,493,623
Total interest from all sources2022-12-31$1,709,859
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$54,943,119
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$54,943,119
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$55,564,316
Participant contributions at end of year2022-12-31$6,025,265
Participant contributions at beginning of year2022-12-31$5,864,609
Participant contributions at end of year2022-12-31$238,279
Participant contributions at beginning of year2022-12-31$277,803
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$15,047,254
Other income not declared elsewhere2022-12-31$1,001,408
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-123,483,020
Value of net assets at end of year (total assets less liabilities)2022-12-31$755,360,002
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$837,217,435
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$671,574,383
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$766,810,656
Interest on participant loans2022-12-31$292,278
Interest earned on other investments2022-12-31$1,416,179
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$7,019
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$6,838
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$6,838
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$1,402
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$63,261,588
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$53,357,844
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-203,917,867
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 contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$14,259,535
Employer contributions (assets) at end of year2022-12-31$14,253,468
Employer contributions (assets) at beginning of year2022-12-31$10,899,685
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$60,577,937
Contract administrator fees2022-12-31$1,493,623
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31CARON & BLETZER, PLLC
Accountancy firm EIN2022-12-31043499945
2021 : CONSTELLATION SOFTWARE, INC. RETIREMENT SAVINGS PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets to this plan2021-12-31$52,232,913
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$174,484,180
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$58,041,576
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$56,776,326
Expenses. Certain deemed distributions of participant loans2021-12-31$23,457
Value of total corrective distributions2021-12-31$21,294
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$68,269,286
Value of total assets at end of year2021-12-31$837,217,435
Value of total assets at beginning of year2021-12-31$668,541,918
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$1,220,499
Total interest from all sources2021-12-31$1,494,215
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$49,338,193
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$49,338,193
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$44,828,621
Participant contributions at end of year2021-12-31$5,864,609
Participant contributions at beginning of year2021-12-31$6,179,980
Participant contributions at end of year2021-12-31$277,803
Participant contributions at beginning of year2021-12-31$219,297
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$12,308,663
Other income not declared elsewhere2021-12-31$1,692,694
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$116,442,604
Value of net assets at end of year (total assets less liabilities)2021-12-31$837,217,435
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$668,541,918
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 registered invesment companies (eg mutual funds) at end of year2021-12-31$766,810,656
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$611,427,287
Interest on participant loans2021-12-31$307,730
Interest earned on other investments2021-12-31$1,186,473
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$6,838
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$6,724
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$6,724
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$12
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$53,357,844
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$50,708,630
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$53,689,792
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 contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$11,132,002
Employer contributions (assets) at end of year2021-12-31$10,899,685
Employer contributions (assets) at beginning of year2021-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$56,776,326
Contract administrator fees2021-12-31$1,220,499
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 name2021-12-31CARON & BLETZER, PLLC
Accountancy firm EIN2021-12-31043499945
2020 : CONSTELLATION SOFTWARE, INC. RETIREMENT SAVINGS PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$36,714,983
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$161,132,417
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$40,508,295
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$39,293,905
Expenses. Certain deemed distributions of participant loans2020-12-31$9,597
Value of total corrective distributions2020-12-31$10,925
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$62,759,961
Value of total assets at end of year2020-12-31$668,541,918
Value of total assets at beginning of year2020-12-31$511,202,813
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$1,193,868
Total interest from all sources2020-12-31$1,484,219
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$21,071,731
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$21,071,731
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$37,647,106
Participant contributions at end of year2020-12-31$6,179,980
Participant contributions at beginning of year2020-12-31$6,306,642
Participant contributions at end of year2020-12-31$219,297
Participant contributions at beginning of year2020-12-31$244,776
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$24,921,080
Other income not declared elsewhere2020-12-31$1,342,716
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$120,624,122
Value of net assets at end of year (total assets less liabilities)2020-12-31$668,541,918
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$511,202,813
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 registered invesment companies (eg mutual funds) at end of year2020-12-31$611,427,287
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$459,283,684
Interest on participant loans2020-12-31$342,871
Interest earned on other investments2020-12-31$1,134,079
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$6,724
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$82,173
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$82,173
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$7,269
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$50,708,630
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$37,295,844
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$74,473,790
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 contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$191,775
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$7,989,694
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$39,293,905
Contract administrator fees2020-12-31$1,193,868
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 plan2020-12-31Disclaimer
Accountancy firm name2020-12-31CARON & BLETZER, PLLC
Accountancy firm EIN2020-12-31043499945
2019 : CONSTELLATION SOFTWARE, INC. RETIREMENT SAVINGS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$34,304,199
Total transfer of assets to this plan2019-12-31$34,304,199
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$134,896,742
Total income from all sources (including contributions)2019-12-31$134,896,742
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$30,642,618
Total of all expenses incurred2019-12-31$30,642,618
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$29,788,135
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$29,788,135
Expenses. Certain deemed distributions of participant loans2019-12-31$18,191
Expenses. Certain deemed distributions of participant loans2019-12-31$18,191
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$47,225,711
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$47,225,711
Value of total assets at end of year2019-12-31$511,202,813
Value of total assets at beginning of year2019-12-31$372,644,490
Value of total assets at beginning of year2019-12-31$372,644,490
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$836,292
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$836,292
Total interest from all sources2019-12-31$1,254,034
Total interest from all sources2019-12-31$1,254,034
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$29,895,579
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$29,895,579
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$29,895,579
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$29,895,579
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
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
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$32,642,059
Contributions received from participants2019-12-31$32,642,059
Participant contributions at end of year2019-12-31$6,306,642
Participant contributions at end of year2019-12-31$6,306,642
Participant contributions at beginning of year2019-12-31$5,261,629
Participant contributions at beginning of year2019-12-31$5,261,629
Participant contributions at end of year2019-12-31$244,776
Participant contributions at end of year2019-12-31$244,776
Participant contributions at beginning of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$6,580,420
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$6,580,420
Other income not declared elsewhere2019-12-31$767,561
Other income not declared elsewhere2019-12-31$767,561
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
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$104,254,124
Value of net income/loss2019-12-31$104,254,124
Value of net assets at end of year (total assets less liabilities)2019-12-31$511,202,813
Value of net assets at end of year (total assets less liabilities)2019-12-31$511,202,813
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$372,644,490
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$372,644,490
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
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 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
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$459,283,684
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$459,283,684
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$328,041,805
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$328,041,805
Interest on participant loans2019-12-31$319,576
Interest on participant loans2019-12-31$319,576
Interest earned on other investments2019-12-31$924,816
Interest earned on other investments2019-12-31$924,816
Value of interest in common/collective trusts at end of year2019-12-31$0
Value of interest in common/collective trusts at end of year2019-12-31$0
Value of interest in common/collective trusts at beginning of year2019-12-31$1,415,617
Value of interest in common/collective trusts at beginning of year2019-12-31$1,415,617
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$82,173
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$82,173
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$56,276
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$56,276
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$56,276
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$56,276
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$9,642
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$9,642
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$37,295,844
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$37,295,844
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$30,808,152
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$30,808,152
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$55,753,857
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$55,753,857
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
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 contributions2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$8,003,232
Contributions received in cash from employer2019-12-31$8,003,232
Employer contributions (assets) at end of year2019-12-31$7,989,694
Employer contributions (assets) at end of year2019-12-31$7,989,694
Employer contributions (assets) at beginning of year2019-12-31$7,061,011
Employer contributions (assets) at beginning of year2019-12-31$7,061,011
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$29,788,135
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$29,788,135
Contract administrator fees2019-12-31$836,292
Contract administrator fees2019-12-31$836,292
Did the plan have assets held for investment2019-12-31Yes
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
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
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
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
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31CARON & BLETZER, PLLC
Accountancy firm name2019-12-31CARON & BLETZER, PLLC
Accountancy firm EIN2019-12-31043499945
Accountancy firm EIN2019-12-31043499945
2018 : CONSTELLATION SOFTWARE, INC. RETIREMENT SAVINGS PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$34,833,330
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$27,876,515
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$29,418,083
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$29,175,020
Expenses. Certain deemed distributions of participant loans2018-12-31$23,672
Value of total corrective distributions2018-12-31$532
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$46,816,536
Value of total assets at end of year2018-12-31$372,644,490
Value of total assets at beginning of year2018-12-31$339,352,728
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$218,859
Total interest from all sources2018-12-31$740,562
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$24,023,957
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$24,023,957
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$28,359,801
Participant contributions at end of year2018-12-31$5,261,629
Participant contributions at beginning of year2018-12-31$4,412,491
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$11,363,056
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,541,568
Value of net assets at end of year (total assets less liabilities)2018-12-31$372,644,490
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$339,352,728
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 registered invesment companies (eg mutual funds) at end of year2018-12-31$328,041,805
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$305,213,796
Interest on participant loans2018-12-31$252,856
Interest earned on other investments2018-12-31$486,695
Value of interest in common/collective trusts at end of year2018-12-31$1,415,617
Value of interest in common/collective trusts at beginning of year2018-12-31$1,235,302
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$56,276
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$54,350
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$54,350
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$1,011
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$30,808,152
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$22,645,245
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-43,583,330
Net investment gain/loss from pooled separate accounts2018-12-31$-28,031
Net investment gain or loss from common/collective trusts2018-12-31$-93,179
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$7,093,679
Employer contributions (assets) at end of year2018-12-31$7,061,011
Employer contributions (assets) at beginning of year2018-12-31$5,791,544
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$29,175,020
Contract administrator fees2018-12-31$218,859
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 name2018-12-31R.D. HOAG & ASSOCIATES, LLC
Accountancy firm EIN2018-12-31823685723
2017 : CONSTELLATION SOFTWARE, INC. RETIREMENT SAVINGS PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$13,373,001
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$81,335,343
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$20,019,374
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$19,809,595
Expenses. Certain deemed distributions of participant loans2017-12-31$47,635
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$33,741,727
Value of total assets at end of year2017-12-31$339,352,728
Value of total assets at beginning of year2017-12-31$264,663,758
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$162,144
Total interest from all sources2017-12-31$527,849
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$13,209,058
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$13,209,058
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$23,252,626
Participant contributions at end of year2017-12-31$4,412,491
Participant contributions at beginning of year2017-12-31$3,837,969
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$4,585,235
Other income not declared elsewhere2017-12-31$2,902
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$61,315,969
Value of net assets at end of year (total assets less liabilities)2017-12-31$339,352,728
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$264,663,758
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 registered invesment companies (eg mutual funds) at end of year2017-12-31$305,213,796
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$231,724,022
Interest on participant loans2017-12-31$183,124
Interest earned on other investments2017-12-31$343,984
Value of interest in common/collective trusts at end of year2017-12-31$1,235,302
Value of interest in common/collective trusts at beginning of year2017-12-31$795,772
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$54,350
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$50,290
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$50,290
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$741
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$22,645,245
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$23,137,000
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$33,700,261
Net investment gain/loss from pooled separate accounts2017-12-31$26,406
Net investment gain or loss from common/collective trusts2017-12-31$127,140
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$5,903,866
Employer contributions (assets) at end of year2017-12-31$5,791,544
Employer contributions (assets) at beginning of year2017-12-31$5,118,705
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$19,809,595
Contract administrator fees2017-12-31$162,144
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31Yes
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 name2017-12-31R.D. HOAG & ASSOCIATES P.C.
Accountancy firm EIN2017-12-31251365816
2016 : CONSTELLATION SOFTWARE, INC. RETIREMENT SAVINGS PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$31,136,001
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$50,875,839
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$17,466,860
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$17,345,653
Expenses. Certain deemed distributions of participant loans2016-12-31$1,129
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$34,034,368
Value of total assets at end of year2016-12-31$264,663,758
Value of total assets at beginning of year2016-12-31$200,118,778
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$120,078
Total interest from all sources2016-12-31$598,270
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$9,191,485
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$9,191,485
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$20,011,066
Participant contributions at end of year2016-12-31$3,837,969
Participant contributions at beginning of year2016-12-31$3,318,115
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$8,897,619
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$33,408,979
Value of net assets at end of year (total assets less liabilities)2016-12-31$264,663,758
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$200,118,778
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 registered invesment companies (eg mutual funds) at end of year2016-12-31$231,724,022
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$172,926,730
Interest on participant loans2016-12-31$161,849
Interest earned on other investments2016-12-31$436,304
Value of interest in common/collective trusts at end of year2016-12-31$795,772
Value of interest in common/collective trusts at beginning of year2016-12-31$480,217
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$50,290
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$6,863
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$6,863
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$117
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$23,137,000
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$19,768,099
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$6,997,178
Net investment gain/loss from pooled separate accounts2016-12-31$8,835
Net investment gain or loss from common/collective trusts2016-12-31$45,703
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$5,125,683
Employer contributions (assets) at end of year2016-12-31$5,118,705
Employer contributions (assets) at beginning of year2016-12-31$3,618,754
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$17,345,653
Contract administrator fees2016-12-31$120,078
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31Yes
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 name2016-12-31R.D. HOAG & ASSOCIATES P.C.
Accountancy firm EIN2016-12-31251365816
2015 : CONSTELLATION SOFTWARE, INC. RETIREMENT SAVINGS PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$1,595,677
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$29,044,655
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$16,881,176
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$16,738,040
Expenses. Certain deemed distributions of participant loans2015-12-31$532
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$28,113,900
Value of total assets at end of year2015-12-31$200,118,778
Value of total assets at beginning of year2015-12-31$186,359,622
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$142,604
Total interest from all sources2015-12-31$584,925
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$11,745,508
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$11,745,508
Administrative expenses professional fees incurred2015-12-31$48,460
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$16,652,046
Participant contributions at end of year2015-12-31$3,318,115
Participant contributions at beginning of year2015-12-31$2,691,757
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$7,817,773
Other income not declared elsewhere2015-12-31$136
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$12,163,479
Value of net assets at end of year (total assets less liabilities)2015-12-31$200,118,778
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$186,359,622
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 registered invesment companies (eg mutual funds) at end of year2015-12-31$172,926,730
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$162,606,695
Interest on participant loans2015-12-31$140,014
Interest earned on other investments2015-12-31$444,860
Value of interest in common/collective trusts at end of year2015-12-31$480,217
Value of interest in common/collective trusts at beginning of year2015-12-31$389,786
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$6,863
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$60,219
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$60,219
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$51
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$19,768,099
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$17,731,593
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-11,393,226
Net investment gain/loss from pooled separate accounts2015-12-31$-2,302
Net investment gain or loss from common/collective trusts2015-12-31$-4,286
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
Contributions received in cash from employer2015-12-31$3,644,081
Employer contributions (assets) at end of year2015-12-31$3,618,754
Employer contributions (assets) at beginning of year2015-12-31$2,879,572
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$16,738,040
Contract administrator fees2015-12-31$94,144
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31Yes
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 name2015-12-31R.D. HOAG & ASSOCIATES P.C.
Accountancy firm EIN2015-12-31251365816
2014 : CONSTELLATION SOFTWARE, INC. RETIREMENT SAVINGS PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets to this plan2014-12-31$68,240,056
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$26,072,582
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$8,841,458
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$8,746,777
Expenses. Certain deemed distributions of participant loans2014-12-31$27,871
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$17,934,904
Value of total assets at end of year2014-12-31$186,359,622
Value of total assets at beginning of year2014-12-31$100,888,442
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$66,810
Total interest from all sources2014-12-31$409,835
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$8,072,551
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$8,072,551
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31Yes
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$12,875,860
Participant contributions at end of year2014-12-31$2,691,757
Participant contributions at beginning of year2014-12-31$1,544,303
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$2,171,573
Other income not declared elsewhere2014-12-31$229
Administrative expenses (other) incurred2014-12-31$66,810
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$17,231,124
Value of net assets at end of year (total assets less liabilities)2014-12-31$186,359,622
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$100,888,442
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$162,606,695
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$0
Value of interest in pooled separate accounts at end of year2014-12-31$0
Value of interest in pooled separate accounts at beginning of year2014-12-31$90,914,630
Interest on participant loans2014-12-31$109,186
Interest earned on other investments2014-12-31$300,649
Value of interest in common/collective trusts at end of year2014-12-31$389,786
Value of interest in common/collective trusts at beginning of year2014-12-31$62,627
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$60,219
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$17,731,593
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$6,172,774
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-5,062,430
Net investment gain/loss from pooled separate accounts2014-12-31$4,708,522
Net investment gain or loss from common/collective trusts2014-12-31$8,971
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
Contributions received in cash from employer2014-12-31$2,887,471
Employer contributions (assets) at end of year2014-12-31$2,879,572
Employer contributions (assets) at beginning of year2014-12-31$2,194,108
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$8,746,777
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31Yes
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 name2014-12-31LABRIOLA NEIGHBORS, LLP
Accountancy firm EIN2014-12-31251860952
2013 : CONSTELLATION SOFTWARE, INC. RETIREMENT SAVINGS PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets to this plan2013-12-31$6,128,273
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$31,545,055
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$4,395,151
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$4,340,838
Value of total corrective distributions2013-12-31$12,140
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$17,229,664
Value of total assets at end of year2013-12-31$100,888,442
Value of total assets at beginning of year2013-12-31$67,610,265
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$42,173
Total interest from all sources2013-12-31$243,633
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$2,000,000
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$10,412,651
Participant contributions at end of year2013-12-31$1,544,303
Participant contributions at beginning of year2013-12-31$1,172,736
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$4,622,892
Administrative expenses (other) incurred2013-12-31$42,173
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$27,149,904
Value of net assets at end of year (total assets less liabilities)2013-12-31$100,888,442
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$67,610,265
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in pooled separate accounts at end of year2013-12-31$90,914,630
Value of interest in pooled separate accounts at beginning of year2013-12-31$59,468,534
Interest on participant loans2013-12-31$68,215
Interest earned on other investments2013-12-31$175,418
Value of interest in common/collective trusts at end of year2013-12-31$62,627
Value of interest in common/collective trusts at beginning of year2013-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$6,172,774
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$5,129,064
Net investment gain/loss from pooled separate accounts2013-12-31$14,068,100
Net investment gain or loss from common/collective trusts2013-12-31$3,658
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$2,194,121
Employer contributions (assets) at end of year2013-12-31$2,194,108
Employer contributions (assets) at beginning of year2013-12-31$1,839,931
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$4,340,838
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 name2013-12-31LABRIOLA NEIGHBORS, LLP
Accountancy firm EIN2013-12-31251860952
2012 : CONSTELLATION SOFTWARE, INC. RETIREMENT SAVINGS PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total transfer of assets to this plan2012-12-31$1,201,749
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$19,086,379
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$3,020,210
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$2,994,380
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$12,280,428
Value of total assets at end of year2012-12-31$67,610,265
Value of total assets at beginning of year2012-12-31$50,342,347
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$25,830
Total interest from all sources2012-12-31$200,933
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
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$8,195,859
Participant contributions at end of year2012-12-31$1,172,736
Participant contributions at beginning of year2012-12-31$937,806
Participant contributions at end of year2012-12-31$0
Participant contributions at beginning of year2012-12-31$182,757
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$2,244,638
Administrative expenses (other) incurred2012-12-31$25,830
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$16,066,169
Value of net assets at end of year (total assets less liabilities)2012-12-31$67,610,265
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$50,342,347
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in pooled separate accounts at end of year2012-12-31$59,468,534
Value of interest in pooled separate accounts at beginning of year2012-12-31$43,239,715
Interest on participant loans2012-12-31$56,483
Interest earned on other investments2012-12-31$144,450
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$5,129,064
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$4,502,520
Net investment gain/loss from pooled separate accounts2012-12-31$6,605,018
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$1,839,931
Employer contributions (assets) at end of year2012-12-31$1,839,931
Employer contributions (assets) at beginning of year2012-12-31$1,479,549
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$2,994,380
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 name2012-12-31LABRIOLA NEIGHBORS, LLP
Accountancy firm EIN2012-12-31251860952
2011 : CONSTELLATION SOFTWARE, INC. RETIREMENT SAVINGS PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total transfer of assets to this plan2011-12-31$8,689,516
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$8,863,451
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,857,110
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,755,624
Value of total corrective distributions2011-12-31$84,782
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$9,958,410
Value of total assets at end of year2011-12-31$50,342,347
Value of total assets at beginning of year2011-12-31$34,646,490
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$16,704
Total interest from all sources2011-12-31$166,531
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
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 period2011-12-31Yes
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$7,059,534
Participant contributions at end of year2011-12-31$937,806
Participant contributions at beginning of year2011-12-31$699,002
Participant contributions at end of year2011-12-31$182,757
Participant contributions at beginning of year2011-12-31$51,926
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$1,199,711
Administrative expenses (other) incurred2011-12-31$16,704
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$7,006,341
Value of net assets at end of year (total assets less liabilities)2011-12-31$50,342,347
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$34,646,490
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in pooled separate accounts at end of year2011-12-31$43,239,715
Value of interest in pooled separate accounts at beginning of year2011-12-31$29,044,091
Interest on participant loans2011-12-31$45,046
Interest earned on other investments2011-12-31$121,485
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$4,502,520
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$3,687,614
Net investment gain/loss from pooled separate accounts2011-12-31$-1,261,490
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$1,699,165
Employer contributions (assets) at end of year2011-12-31$1,479,549
Employer contributions (assets) at beginning of year2011-12-31$1,163,857
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,755,624
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31Yes
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 name2011-12-31LABRIOLA NEIGHBORS, LLP
Accountancy firm EIN2011-12-31251860952
2010 : CONSTELLATION SOFTWARE, INC. RETIREMENT SAVINGS PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets to this plan2010-12-31$3,338,576
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$10,448,814
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$1,612,867
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,592,815
Value of total corrective distributions2010-12-31$5,113
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$6,928,419
Value of total assets at end of year2010-12-31$34,646,490
Value of total assets at beginning of year2010-12-31$22,471,967
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$14,939
Total interest from all sources2010-12-31$150,018
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$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31Yes
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$5,146,783
Participant contributions at end of year2010-12-31$699,002
Participant contributions at beginning of year2010-12-31$574,392
Participant contributions at end of year2010-12-31$51,926
Participant contributions at beginning of year2010-12-31$106,793
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$578,049
Administrative expenses (other) incurred2010-12-31$14,939
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$8,835,947
Value of net assets at end of year (total assets less liabilities)2010-12-31$34,646,490
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$22,471,967
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$2,636,138
Value of interest in pooled separate accounts at end of year2010-12-31$29,044,091
Interest on participant loans2010-12-31$40,125
Interest earned on other investments2010-12-31$109,893
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$716,878
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$716,878
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$3,687,614
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$17,519,391
Net investment gain/loss from pooled separate accounts2010-12-31$3,370,377
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$1,203,587
Employer contributions (assets) at end of year2010-12-31$1,163,857
Employer contributions (assets) at beginning of year2010-12-31$918,375
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,592,815
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31Yes
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 name2010-12-31LABRIOLA NEIGHBORS, LLP
Accountancy firm EIN2010-12-31251860952
2009 : CONSTELLATION SOFTWARE, INC. RETIREMENT SAVINGS PLAN 2009 401k financial data
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2009-12-310
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0
Funding deficiency by the employer to the plan for this plan year2009-12-31$0
Minimum employer required contribution for this plan year2009-12-31$0
Amount contributed by the employer to the plan for this plan year2009-12-31$0

Form 5500 Responses for CONSTELLATION SOFTWARE, INC. RETIREMENT SAVINGS PLAN

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

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number771137
Policy instance 1
Insurance contract or identification number771137
Number of Individuals Covered12744
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number771137
Policy instance 1
Insurance contract or identification number771137
Number of Individuals Covered10960
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number771137
Policy instance 1
Insurance contract or identification number771137
Number of Individuals Covered9366
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number917247-01
Policy instance 5
Insurance contract or identification number917247-01
Number of Individuals Covered0
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberYH1137
Policy instance 4
Insurance contract or identification numberYH1137
Number of Individuals Covered7803
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number12-0001
Policy instance 3
Insurance contract or identification number12-0001
Number of Individuals Covered0
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number100
Policy instance 2
Insurance contract or identification number100
Number of Individuals Covered0
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number200
Policy instance 1
Insurance contract or identification number200
Number of Individuals Covered0
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number917247-01
Policy instance 5
Insurance contract or identification number917247-01
Number of Individuals Covered2
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 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 numberYH1137
Policy instance 4
Insurance contract or identification numberYH1137
Number of Individuals Covered6535
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number12-0001
Policy instance 3
Insurance contract or identification number12-0001
Number of Individuals Covered6535
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number100
Policy instance 2
Insurance contract or identification number100
Number of Individuals Covered6535
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number200
Policy instance 1
Insurance contract or identification number200
Number of Individuals Covered6535
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberYH1137
Policy instance 4
Insurance contract or identification numberYH1137
Number of Individuals Covered5643
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number200
Policy instance 3
Insurance contract or identification number200
Number of Individuals Covered5643
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number100
Policy instance 2
Insurance contract or identification number100
Number of Individuals Covered5643
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number12-0001
Policy instance 1
Insurance contract or identification number12-0001
Number of Individuals Covered5643
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1