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RETIREMENT INCOME GUARANTEE PLAN OF XEROX CORPORATION AND THE XEROGRAPHIC DIVISION, ROCHESTER REGIONAL JOINT BOARD ON BEHALF OF ITSELF AND O 401k Plan overview

Plan NameRETIREMENT INCOME GUARANTEE PLAN OF XEROX CORPORATION AND THE XEROGRAPHIC DIVISION, ROCHESTER REGIONAL JOINT BOARD ON BEHALF OF ITSELF AND O
Plan identification number 003

RETIREMENT INCOME GUARANTEE PLAN OF XEROX CORPORATION AND THE XEROGRAPHIC DIVISION, ROCHESTER REGIONAL JOINT BOARD ON BEHALF OF ITSELF AND O Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Code section 414(k) arrangement - Benefits are based partly on the balance of the separate account of the participant (also include appropriate defined contribution pension feature codes).
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

XEROX CORPORATION has sponsored the creation of one or more 401k plans.

Company Name:XEROX CORPORATION
Employer identification number (EIN):160468020
NAIC Classification:334110

Additional information about XEROX CORPORATION

Jurisdiction of Incorporation: New York Department of State
Incorporation Date: 1906-04-18
Company Identification Number: 27553
Legal Registered Office Address: 80 STATE STREET
Monroe
ALBANY
United States of America (USA)
12207

More information about XEROX CORPORATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RETIREMENT INCOME GUARANTEE PLAN OF XEROX CORPORATION AND THE XEROGRAPHIC DIVISION, ROCHESTER REGIONAL JOINT BOARD ON BEHALF OF ITSELF AND O

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032022-12-01
0032021-12-01
0032020-12-01
0032019-12-01
0032019-12-01
0032018-12-01
0032017-12-01
0032017-01-01CHRISTOPHER REIGLE
0032017-01-01
0032016-01-01WILLIAM CONE
0032016-01-01
0032015-01-01ARLYN KASTER
0032015-01-01
0032014-01-01ARLYN KASTER
0032013-01-01ARLYN KASTER
0032012-01-01ARLYN KASTER
0032011-01-01ARLYN KASTER
0032010-01-01ARLYN KASTER
0032009-01-01ARLYN B. KASTER

Plan Statistics for RETIREMENT INCOME GUARANTEE PLAN OF XEROX CORPORATION AND THE XEROGRAPHIC DIVISION, ROCHESTER REGIONAL JOINT BOARD ON BEHALF OF ITSELF AND O

401k plan membership statisitcs for RETIREMENT INCOME GUARANTEE PLAN OF XEROX CORPORATION AND THE XEROGRAPHIC DIVISION, ROCHESTER REGIONAL JOINT BOARD ON BEHALF OF ITSELF AND O

Measure Date Value
2023: RETIREMENT INCOME GUARANTEE PLAN OF XEROX CORPORATION AND THE XEROGRAPHIC DIVISION, ROCHESTER REGIONAL JOINT BOARD ON BEHALF OF ITSELF AND O 2023 401k membership
Market value of plan assets2023-11-3057,721,786
Acturial value of plan assets2023-11-3063,493,964
Funding target for retired participants and beneficiaries receiving payment2023-11-3022,814,165
Number of terminated vested participants2023-11-30387
Fundng target for terminated vested participants2023-11-3020,050,816
Active participant vested funding target2023-11-3032,802,960
Number of active participants2023-11-30223
Total funding liabilities for active participants2023-11-3034,276,837
Total participant count2023-11-30736
Total funding target for all participants2023-11-3077,141,818
Balance at beginning of prior year after applicable adjustments2023-11-300
Prefunding balance at beginning of prior year after applicable adjustments2023-11-3013,712,093
Carryover balanced portion elected for use to offset prior years funding requirement2023-11-300
Prefunding balanced used to offset prior years funding requirement2023-11-301,943,815
Amount remaining of carryover balance2023-11-300
Amount remaining of prefunding balance2023-11-3011,768,278
Present value of excess contributions2023-11-3015,654,604
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2023-11-3015,860,923
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2023-11-300
Reductions in caryover balances due to elections or deemed elections2023-11-300
Reductions in prefunding balances due to elections or deemed elections2023-11-306,522,011
Balance of carryovers at beginning of current year2023-11-300
Balance of prefunding at beginning of current year2023-11-301,780,509
Total employer contributions2023-11-30482,297
Total employee contributions2023-11-300
Contributions allocated toward unpaid minimum require contributions from prior years2023-11-300
Contributions made to avoid restrictions adjusted to valuation date2023-11-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2023-11-30444,169
Liquidity shortfalls end of Q12023-11-300
Liquidity shortfalls end of Q22023-11-300
Liquidity shortfalls end of Q32023-11-300
Liquidity shortfalls end of Q42023-11-300
Unpaid minimum required contributions for all prior years2023-11-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2023-11-300
Remaining amount of unpaid minimum required contributions2023-11-300
Minimum required contributions for current year target normal cost2023-11-30636,969
Net shortfall amortization installment of oustanding balance2023-11-3015,428,363
Waiver amortization installment2023-11-300
Total funding amount beforereflecting carryover/prefunding balances2023-11-302,218,279
Carryover balance elected to use to offset funding requirement2023-11-300
Prefunding balance elected to use to offset funding requirement2023-11-301,780,509
Additional cash requirement2023-11-30437,770
Contributions allocatedtoward minimum required contributions for current year2023-11-30444,169
Unpaid minimum required contributions for current year2023-11-300
Unpaid minimum required contributions for all years2023-11-300
2022: RETIREMENT INCOME GUARANTEE PLAN OF XEROX CORPORATION AND THE XEROGRAPHIC DIVISION, ROCHESTER REGIONAL JOINT BOARD ON BEHALF OF ITSELF AND O 2022 401k membership
Total participants, beginning-of-year2022-12-01728
Total number of active participants reported on line 7a of the Form 55002022-12-01200
Number of retired or separated participants receiving benefits2022-12-01112
Number of other retired or separated participants entitled to future benefits2022-12-01340
Total of all active and inactive participants2022-12-01652
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-12-0139
Total participants2022-12-01691
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-12-010
Market value of plan assets2022-11-3097,823,000
Acturial value of plan assets2022-11-3093,261,207
Funding target for retired participants and beneficiaries receiving payment2022-11-3022,269,336
Number of terminated vested participants2022-11-30404
Fundng target for terminated vested participants2022-11-3021,547,710
Active participant vested funding target2022-11-3040,683,701
Number of active participants2022-11-30302
Total funding liabilities for active participants2022-11-3042,672,322
Total participant count2022-11-30829
Total funding target for all participants2022-11-3086,489,368
Balance at beginning of prior year after applicable adjustments2022-11-300
Prefunding balance at beginning of prior year after applicable adjustments2022-11-3015,158,133
Carryover balanced portion elected for use to offset prior years funding requirement2022-11-300
Prefunding balanced used to offset prior years funding requirement2022-11-302,115,145
Amount remaining of carryover balance2022-11-300
Amount remaining of prefunding balance2022-11-3013,042,988
Present value of excess contributions2022-11-300
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-11-300
Reductions in caryover balances due to elections or deemed elections2022-11-300
Reductions in prefunding balances due to elections or deemed elections2022-11-300
Balance of carryovers at beginning of current year2022-11-300
Balance of prefunding at beginning of current year2022-11-3013,712,093
Total employer contributions2022-11-3017,200,000
Total employee contributions2022-11-300
Contributions allocated toward unpaid minimum require contributions from prior years2022-11-300
Contributions made to avoid restrictions adjusted to valuation date2022-11-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-11-3015,654,604
Liquidity shortfalls end of Q12022-11-300
Liquidity shortfalls end of Q22022-11-300
Liquidity shortfalls end of Q32022-11-300
Liquidity shortfalls end of Q42022-11-300
Unpaid minimum required contributions for all prior years2022-11-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-11-300
Remaining amount of unpaid minimum required contributions2022-11-300
Minimum required contributions for current year target normal cost2022-11-301,183,313
Net shortfall amortization installment of oustanding balance2022-11-306,940,254
Waiver amortization installment2022-11-300
Total funding amount beforereflecting carryover/prefunding balances2022-11-301,943,815
Carryover balance elected to use to offset funding requirement2022-11-300
Prefunding balance elected to use to offset funding requirement2022-11-301,943,815
Additional cash requirement2022-11-300
Contributions allocatedtoward minimum required contributions for current year2022-11-3015,654,604
Unpaid minimum required contributions for current year2022-11-300
Unpaid minimum required contributions for all years2022-11-300
2021: RETIREMENT INCOME GUARANTEE PLAN OF XEROX CORPORATION AND THE XEROGRAPHIC DIVISION, ROCHESTER REGIONAL JOINT BOARD ON BEHALF OF ITSELF AND O 2021 401k membership
Total participants, beginning-of-year2021-12-01823
Total number of active participants reported on line 7a of the Form 55002021-12-01223
Number of retired or separated participants receiving benefits2021-12-01113
Number of other retired or separated participants entitled to future benefits2021-12-01352
Total of all active and inactive participants2021-12-01688
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-12-0140
Total participants2021-12-01728
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-12-010
Market value of plan assets2021-11-30113,176,510
Acturial value of plan assets2021-11-30101,858,859
Funding target for retired participants and beneficiaries receiving payment2021-11-3021,527,019
Number of terminated vested participants2021-11-30397
Fundng target for terminated vested participants2021-11-3018,171,147
Active participant vested funding target2021-11-3050,135,381
Number of active participants2021-11-30397
Total funding liabilities for active participants2021-11-3052,270,216
Total participant count2021-11-30910
Total funding target for all participants2021-11-3091,968,382
Balance at beginning of prior year after applicable adjustments2021-11-300
Prefunding balance at beginning of prior year after applicable adjustments2021-11-307,248,143
Carryover balanced portion elected for use to offset prior years funding requirement2021-11-300
Prefunding balanced used to offset prior years funding requirement2021-11-303,507,725
Amount remaining of carryover balance2021-11-300
Amount remaining of prefunding balance2021-11-303,740,418
Present value of excess contributions2021-11-309,415,920
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-11-3010,559,593
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-11-3010,558,541
Reductions in caryover balances due to elections or deemed elections2021-11-300
Reductions in prefunding balances due to elections or deemed elections2021-11-300
Balance of carryovers at beginning of current year2021-11-300
Balance of prefunding at beginning of current year2021-11-3015,158,133
Total employer contributions2021-11-300
Total employee contributions2021-11-300
Contributions allocated toward unpaid minimum require contributions from prior years2021-11-300
Contributions made to avoid restrictions adjusted to valuation date2021-11-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-11-300
Liquidity shortfalls end of Q12021-11-300
Liquidity shortfalls end of Q22021-11-300
Liquidity shortfalls end of Q32021-11-300
Liquidity shortfalls end of Q42021-11-300
Unpaid minimum required contributions for all prior years2021-11-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-11-300
Remaining amount of unpaid minimum required contributions2021-11-300
Minimum required contributions for current year target normal cost2021-11-301,538,503
Net shortfall amortization installment of oustanding balance2021-11-305,267,656
Waiver amortization installment2021-11-300
Total funding amount beforereflecting carryover/prefunding balances2021-11-302,115,145
Carryover balance elected to use to offset funding requirement2021-11-300
Prefunding balance elected to use to offset funding requirement2021-11-302,115,145
Additional cash requirement2021-11-300
Contributions allocatedtoward minimum required contributions for current year2021-11-300
Unpaid minimum required contributions for current year2021-11-300
Unpaid minimum required contributions for all years2021-11-300
2020: RETIREMENT INCOME GUARANTEE PLAN OF XEROX CORPORATION AND THE XEROGRAPHIC DIVISION, ROCHESTER REGIONAL JOINT BOARD ON BEHALF OF ITSELF AND O 2020 401k membership
Total participants, beginning-of-year2020-12-01904
Total number of active participants reported on line 7a of the Form 55002020-12-01302
Number of retired or separated participants receiving benefits2020-12-01111
Number of other retired or separated participants entitled to future benefits2020-12-01377
Total of all active and inactive participants2020-12-01790
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-12-0133
Total participants2020-12-01823
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-12-010
Market value of plan assets2020-11-3095,644,000
Acturial value of plan assets2020-11-3087,283,563
Funding target for retired participants and beneficiaries receiving payment2020-11-3020,735,311
Number of terminated vested participants2020-11-30421
Fundng target for terminated vested participants2020-11-3020,913,905
Active participant vested funding target2020-11-3055,211,499
Number of active participants2020-11-30446
Total funding liabilities for active participants2020-11-3058,395,058
Total participant count2020-11-30976
Total funding target for all participants2020-11-30100,044,274
Balance at beginning of prior year after applicable adjustments2020-11-300
Prefunding balance at beginning of prior year after applicable adjustments2020-11-3017,615,968
Carryover balanced portion elected for use to offset prior years funding requirement2020-11-300
Prefunding balanced used to offset prior years funding requirement2020-11-307,641,586
Amount remaining of carryover balance2020-11-300
Amount remaining of prefunding balance2020-11-309,974,382
Present value of excess contributions2020-11-300
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-11-300
Reductions in caryover balances due to elections or deemed elections2020-11-300
Reductions in prefunding balances due to elections or deemed elections2020-11-305,565,946
Balance of carryovers at beginning of current year2020-11-300
Balance of prefunding at beginning of current year2020-11-307,248,143
Total employer contributions2020-11-3010,000,000
Total employee contributions2020-11-300
Contributions allocated toward unpaid minimum require contributions from prior years2020-11-300
Contributions made to avoid restrictions adjusted to valuation date2020-11-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-11-309,415,920
Liquidity shortfalls end of Q12020-11-300
Liquidity shortfalls end of Q22020-11-300
Liquidity shortfalls end of Q32020-11-300
Liquidity shortfalls end of Q42020-11-300
Unpaid minimum required contributions for all prior years2020-11-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-11-300
Remaining amount of unpaid minimum required contributions2020-11-300
Minimum required contributions for current year target normal cost2020-11-301,657,750
Net shortfall amortization installment of oustanding balance2020-11-3020,008,854
Waiver amortization installment2020-11-300
Total funding amount beforereflecting carryover/prefunding balances2020-11-303,507,725
Carryover balance elected to use to offset funding requirement2020-11-300
Prefunding balance elected to use to offset funding requirement2020-11-303,507,725
Additional cash requirement2020-11-300
Contributions allocatedtoward minimum required contributions for current year2020-11-309,415,920
Unpaid minimum required contributions for current year2020-11-300
Unpaid minimum required contributions for all years2020-11-300
2019: RETIREMENT INCOME GUARANTEE PLAN OF XEROX CORPORATION AND THE XEROGRAPHIC DIVISION, ROCHESTER REGIONAL JOINT BOARD ON BEHALF OF ITSELF AND O 2019 401k membership
Total participants, beginning-of-year2019-12-01968
Total number of active participants reported on line 7a of the Form 55002019-12-01397
Number of retired or separated participants receiving benefits2019-12-01106
Number of other retired or separated participants entitled to future benefits2019-12-01370
Total of all active and inactive participants2019-12-01873
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-12-0131
Total participants2019-12-01904
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-12-010
Market value of plan assets2019-11-30103,741,000
Acturial value of plan assets2019-11-30111,131,997
Funding target for retired participants and beneficiaries receiving payment2019-11-3018,179,916
Number of terminated vested participants2019-11-30498
Fundng target for terminated vested participants2019-11-3029,097,414
Active participant vested funding target2019-11-3064,192,326
Number of active participants2019-11-30555
Total funding liabilities for active participants2019-11-3068,791,961
Total participant count2019-11-301,152
Total funding target for all participants2019-11-30116,069,291
Balance at beginning of prior year after applicable adjustments2019-11-300
Prefunding balance at beginning of prior year after applicable adjustments2019-11-3039,071,931
Prefunding balanced used to offset prior years funding requirement2019-11-307,521,949
Amount remaining of carryover balance2019-11-300
Amount remaining of prefunding balance2019-11-3031,549,982
Present value of excess contributions2019-11-300
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-11-300
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-11-300
Reductions in caryover balances due to elections or deemed elections2019-11-300
Reductions in prefunding balances due to elections or deemed elections2019-11-3012,000,000
Balance of carryovers at beginning of current year2019-11-300
Balance of prefunding at beginning of current year2019-11-3017,615,968
Total employer contributions2019-11-300
Total employee contributions2019-11-300
Contributions allocated toward unpaid minimum require contributions from prior years2019-11-300
Contributions made to avoid restrictions adjusted to valuation date2019-11-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-11-300
Liquidity shortfalls end of Q12019-11-300
Liquidity shortfalls end of Q22019-11-300
Liquidity shortfalls end of Q32019-11-300
Liquidity shortfalls end of Q42019-11-300
Unpaid minimum required contributions for all prior years2019-11-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-11-300
Remaining amount of unpaid minimum required contributions2019-11-300
Minimum required contributions for current year target normal cost2019-11-301,900,373
Net shortfall amortization installment of oustanding balance2019-11-3022,553,262
Total funding amount beforereflecting carryover/prefunding balances2019-11-307,641,586
Prefunding balance elected to use to offset funding requirement2019-11-307,641,586
Additional cash requirement2019-11-300
Contributions allocatedtoward minimum required contributions for current year2019-11-300
Unpaid minimum required contributions for current year2019-11-300
Unpaid minimum required contributions for all years2019-11-300
2018: RETIREMENT INCOME GUARANTEE PLAN OF XEROX CORPORATION AND THE XEROGRAPHIC DIVISION, ROCHESTER REGIONAL JOINT BOARD ON BEHALF OF ITSELF AND O 2018 401k membership
Total participants, beginning-of-year2018-12-011,140
Total number of active participants reported on line 7a of the Form 55002018-12-01446
Number of retired or separated participants receiving benefits2018-12-01100
Number of other retired or separated participants entitled to future benefits2018-12-01389
Total of all active and inactive participants2018-12-01935
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-12-0133
Total participants2018-12-01968
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-12-010
Market value of plan assets2018-11-30142,765,240
Acturial value of plan assets2018-11-30137,073,933
Funding target for retired participants and beneficiaries receiving payment2018-11-3014,975,999
Number of terminated vested participants2018-11-30458
Fundng target for terminated vested participants2018-11-3018,443,585
Active participant vested funding target2018-11-3080,094,077
Number of active participants2018-11-30780
Total funding liabilities for active participants2018-11-3088,248,342
Total participant count2018-11-301,320
Total funding target for all participants2018-11-30121,667,926
Balance at beginning of prior year after applicable adjustments2018-11-300
Prefunding balance at beginning of prior year after applicable adjustments2018-11-3039,968,675
Carryover balanced portion elected for use to offset prior years funding requirement2018-11-300
Prefunding balanced used to offset prior years funding requirement2018-11-305,256,583
Amount remaining of carryover balance2018-11-300
Amount remaining of prefunding balance2018-11-3034,712,092
Present value of excess contributions2018-11-300
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-11-300
Balance of carryovers at beginning of current year2018-11-300
Balance of prefunding at beginning of current year2018-11-3039,071,931
Total employer contributions2018-11-300
Total employee contributions2018-11-300
Contributions allocated toward unpaid minimum require contributions from prior years2018-11-300
Contributions made to avoid restrictions adjusted to valuation date2018-11-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-11-300
Liquidity shortfalls end of Q12018-11-300
Liquidity shortfalls end of Q22018-11-300
Liquidity shortfalls end of Q32018-11-300
Liquidity shortfalls end of Q42018-11-300
Unpaid minimum required contributions for all prior years2018-11-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-11-300
Remaining amount of unpaid minimum required contributions2018-11-300
Minimum required contributions for current year target normal cost2018-11-302,291,502
Net shortfall amortization installment of oustanding balance2018-11-3023,665,924
Total funding amount beforereflecting carryover/prefunding balances2018-11-307,521,949
Prefunding balance elected to use to offset funding requirement2018-11-307,521,949
Additional cash requirement2018-11-300
Contributions allocatedtoward minimum required contributions for current year2018-11-300
Unpaid minimum required contributions for current year2018-11-300
Unpaid minimum required contributions for all years2018-11-300
2017: RETIREMENT INCOME GUARANTEE PLAN OF XEROX CORPORATION AND THE XEROGRAPHIC DIVISION, ROCHESTER REGIONAL JOINT BOARD ON BEHALF OF ITSELF AND O 2017 401k membership
Total participants, beginning-of-year2017-12-011,322
Total number of active participants reported on line 7a of the Form 55002017-12-01555
Number of retired or separated participants receiving benefits2017-12-0191
Number of other retired or separated participants entitled to future benefits2017-12-01450
Total of all active and inactive participants2017-12-011,096
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-12-0144
Total participants2017-12-011,140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-12-010
Market value of plan assets2017-11-30144,191,598
Acturial value of plan assets2017-11-30144,944,802
Funding target for retired participants and beneficiaries receiving payment2017-11-3012,189,999
Number of terminated vested participants2017-11-30483
Fundng target for terminated vested participants2017-11-3017,983,350
Active participant vested funding target2017-11-3081,311,527
Number of active participants2017-11-30905
Total funding liabilities for active participants2017-11-3090,670,412
Total participant count2017-11-301,465
Total funding target for all participants2017-11-30120,843,761
Balance at beginning of prior year after applicable adjustments2017-11-300
Prefunding balance at beginning of prior year after applicable adjustments2017-11-3010,231,182
Carryover balanced portion elected for use to offset prior years funding requirement2017-11-300
Prefunding balanced used to offset prior years funding requirement2017-11-305,343,243
Amount remaining of carryover balance2017-11-300
Amount remaining of prefunding balance2017-11-304,887,939
Present value of excess contributions2017-11-3032,385,870
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-11-3034,600,740
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-11-3034,600,740
Reductions in caryover balances due to elections or deemed elections2017-11-300
Reductions in prefunding balances due to elections or deemed elections2017-11-300
Balance of carryovers at beginning of current year2017-11-300
Balance of prefunding at beginning of current year2017-11-3039,968,675
Total employer contributions2017-11-300
Total employee contributions2017-11-300
Contributions allocated toward unpaid minimum require contributions from prior years2017-11-300
Contributions made to avoid restrictions adjusted to valuation date2017-11-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-11-300
Liquidity shortfalls end of Q12017-11-300
Liquidity shortfalls end of Q22017-11-300
Liquidity shortfalls end of Q32017-11-300
Liquidity shortfalls end of Q42017-11-300
Unpaid minimum required contributions for all prior years2017-11-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-11-300
Remaining amount of unpaid minimum required contributions2017-11-300
Minimum required contributions for current year target normal cost2017-11-302,037,940
Net shortfall amortization installment of oustanding balance2017-11-3015,867,634
Waiver amortization installment2017-11-300
Total funding amount beforereflecting carryover/prefunding balances2017-11-305,256,583
Prefunding balance elected to use to offset funding requirement2017-11-305,256,583
Additional cash requirement2017-11-300
Contributions allocatedtoward minimum required contributions for current year2017-11-300
Unpaid minimum required contributions for current year2017-11-300
Unpaid minimum required contributions for all years2017-11-300
Total participants, beginning-of-year2017-01-011,338
Total number of active participants reported on line 7a of the Form 55002017-01-01801
Number of retired or separated participants receiving benefits2017-01-0183
Number of other retired or separated participants entitled to future benefits2017-01-01349
Total of all active and inactive participants2017-01-011,233
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0113
Total participants2017-01-011,246
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: RETIREMENT INCOME GUARANTEE PLAN OF XEROX CORPORATION AND THE XEROGRAPHIC DIVISION, ROCHESTER REGIONAL JOINT BOARD ON BEHALF OF ITSELF AND O 2016 401k membership
Market value of plan assets2016-12-31107,753,000
Acturial value of plan assets2016-12-31111,253,038
Funding target for retired participants and beneficiaries receiving payment2016-12-3110,697,045
Number of terminated vested participants2016-12-31475
Fundng target for terminated vested participants2016-12-3115,221,393
Active participant vested funding target2016-12-3182,271,928
Number of active participants2016-12-311,026
Total funding liabilities for active participants2016-12-3191,623,625
Total participant count2016-12-311,565
Total funding target for all participants2016-12-31117,542,063
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-317,174,359
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-313,662,377
Amount remaining of carryover balance2016-12-310
Amount remaining of prefunding balance2016-12-313,511,982
Present value of excess contributions2016-12-316,651,251
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-316,780,308
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-316,780,308
Reductions in prefunding balances due to elections or deemed elections2016-12-310
Balance of carryovers at beginning of current year2016-12-310
Balance of prefunding at beginning of current year2016-12-3110,231,182
Total employer contributions2016-12-3137,000,000
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-3133,388,798
Liquidity shortfalls end of Q12016-12-310
Liquidity shortfalls end of Q22016-12-310
Liquidity shortfalls end of Q32016-12-310
Liquidity shortfalls end of Q42016-12-310
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-313,133,226
Net shortfall amortization installment of oustanding balance2016-12-3116,520,207
Waiver amortization installment2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-316,346,171
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-315,343,243
Additional cash requirement2016-12-311,002,928
Contributions allocatedtoward minimum required contributions for current year2016-12-3133,388,798
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-011,439
Total number of active participants reported on line 7a of the Form 55002016-01-01930
Number of retired or separated participants receiving benefits2016-01-0174
Number of other retired or separated participants entitled to future benefits2016-01-01354
Total of all active and inactive participants2016-01-011,358
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0114
Total participants2016-01-011,372
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: RETIREMENT INCOME GUARANTEE PLAN OF XEROX CORPORATION AND THE XEROGRAPHIC DIVISION, ROCHESTER REGIONAL JOINT BOARD ON BEHALF OF ITSELF AND O 2015 401k membership
Total participants, beginning-of-year2015-01-011,388
Total number of active participants reported on line 7a of the Form 55002015-01-01975
Number of retired or separated participants receiving benefits2015-01-0153
Number of other retired or separated participants entitled to future benefits2015-01-01332
Total of all active and inactive participants2015-01-011,360
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0115
Total participants2015-01-011,375
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: RETIREMENT INCOME GUARANTEE PLAN OF XEROX CORPORATION AND THE XEROGRAPHIC DIVISION, ROCHESTER REGIONAL JOINT BOARD ON BEHALF OF ITSELF AND O 2014 401k membership
Total participants, beginning-of-year2014-01-011,347
Total number of active participants reported on line 7a of the Form 55002014-01-01840
Number of retired or separated participants receiving benefits2014-01-0123
Number of other retired or separated participants entitled to future benefits2014-01-01407
Total of all active and inactive participants2014-01-011,270
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0118
Total participants2014-01-011,288
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: RETIREMENT INCOME GUARANTEE PLAN OF XEROX CORPORATION AND THE XEROGRAPHIC DIVISION, ROCHESTER REGIONAL JOINT BOARD ON BEHALF OF ITSELF AND O 2013 401k membership
Total participants, beginning-of-year2013-01-011,845
Total number of active participants reported on line 7a of the Form 55002013-01-01865
Number of retired or separated participants receiving benefits2013-01-0131
Number of other retired or separated participants entitled to future benefits2013-01-01439
Total of all active and inactive participants2013-01-011,335
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-0112
Total participants2013-01-011,347
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: RETIREMENT INCOME GUARANTEE PLAN OF XEROX CORPORATION AND THE XEROGRAPHIC DIVISION, ROCHESTER REGIONAL JOINT BOARD ON BEHALF OF ITSELF AND O 2012 401k membership
Total participants, beginning-of-year2012-01-012,139
Total number of active participants reported on line 7a of the Form 55002012-01-011,430
Number of retired or separated participants receiving benefits2012-01-0119
Number of other retired or separated participants entitled to future benefits2012-01-01391
Total of all active and inactive participants2012-01-011,840
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-015
Total participants2012-01-011,845
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: RETIREMENT INCOME GUARANTEE PLAN OF XEROX CORPORATION AND THE XEROGRAPHIC DIVISION, ROCHESTER REGIONAL JOINT BOARD ON BEHALF OF ITSELF AND O 2011 401k membership
Total participants, beginning-of-year2011-01-012,334
Total number of active participants reported on line 7a of the Form 55002011-01-011,521
Number of retired or separated participants receiving benefits2011-01-0113
Number of other retired or separated participants entitled to future benefits2011-01-01562
Total of all active and inactive participants2011-01-012,096
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-0143
Total participants2011-01-012,139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: RETIREMENT INCOME GUARANTEE PLAN OF XEROX CORPORATION AND THE XEROGRAPHIC DIVISION, ROCHESTER REGIONAL JOINT BOARD ON BEHALF OF ITSELF AND O 2010 401k membership
Total participants, beginning-of-year2010-01-012,442
Total number of active participants reported on line 7a of the Form 55002010-01-011,720
Number of retired or separated participants receiving benefits2010-01-0118
Number of other retired or separated participants entitled to future benefits2010-01-01556
Total of all active and inactive participants2010-01-012,294
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-0140
Total participants2010-01-012,334
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: RETIREMENT INCOME GUARANTEE PLAN OF XEROX CORPORATION AND THE XEROGRAPHIC DIVISION, ROCHESTER REGIONAL JOINT BOARD ON BEHALF OF ITSELF AND O 2009 401k membership
Total participants, beginning-of-year2009-01-012,648
Total number of active participants reported on line 7a of the Form 55002009-01-011,800
Number of retired or separated participants receiving benefits2009-01-0118
Number of other retired or separated participants entitled to future benefits2009-01-01542
Total of all active and inactive participants2009-01-012,360
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-0182
Total participants2009-01-012,442
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on RETIREMENT INCOME GUARANTEE PLAN OF XEROX CORPORATION AND THE XEROGRAPHIC DIVISION, ROCHESTER REGIONAL JOINT BOARD ON BEHALF OF ITSELF AND O

Measure Date Value
2023 : RETIREMENT INCOME GUARANTEE PLAN OF XEROX CORPORATION AND THE XEROGRAPHIC DIVISION, ROCHESTER REGIONAL JOINT BOARD ON BEHALF OF ITSELF AND O 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-11-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-11-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-11-30$0
Total income from all sources (including contributions)2023-11-30$-641,000
Total loss/gain on sale of assets2023-11-30$0
Total of all expenses incurred2023-11-30$10,885,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-11-30$10,356,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-11-30$482,297
Value of total assets at end of year2023-11-30$62,294,000
Value of total assets at beginning of year2023-11-30$73,820,000
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-11-30$529,000
Total interest from all sources2023-11-30$0
Total dividends received (eg from common stock, registered investment company shares)2023-11-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-11-30No
Administrative expenses professional fees incurred2023-11-30$211,214
Was this plan covered by a fidelity bond2023-11-30Yes
Value of fidelity bond cover2023-11-30$15,000,000
Were there any nonexempt tranactions with any party-in-interest2023-11-30No
Administrative expenses (other) incurred2023-11-30$291,428
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-11-30No
Value of net income/loss2023-11-30$-11,526,000
Value of net assets at end of year (total assets less liabilities)2023-11-30$62,294,000
Value of net assets at beginning of year (total assets less liabilities)2023-11-30$73,820,000
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-11-30No
Were any loans by the plan or fixed income obligations due to the plan in default2023-11-30No
Were any leases to which the plan was party in default or uncollectible2023-11-30No
Investment advisory and management fees2023-11-30$12,577
Value of interest in master investment trust accounts at end of year2023-11-30$61,812,000
Value of interest in master investment trust accounts at beginning of year2023-11-30$56,620,000
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-11-30No
Was there a failure to transmit to the plan any participant contributions2023-11-30No
Has the plan failed to provide any benefit when due under the plan2023-11-30No
Contributions received in cash from employer2023-11-30$482,297
Employer contributions (assets) at end of year2023-11-30$482,000
Employer contributions (assets) at beginning of year2023-11-30$17,200,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-11-30$10,356,000
Contract administrator fees2023-11-30$13,781
Did the plan have assets held for investment2023-11-30No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-11-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-11-30No
Opinion of an independent qualified public accountant for this plan2023-11-30Unqualified
Accountancy firm name2023-11-30PRICEWATERHOUSECOOPERS LLP
Accountancy firm EIN2023-11-30134008324
2022 : RETIREMENT INCOME GUARANTEE PLAN OF XEROX CORPORATION AND THE XEROGRAPHIC DIVISION, ROCHESTER REGIONAL JOINT BOARD ON BEHALF OF ITSELF AND O 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-11-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-11-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-11-30$0
Total income from all sources (including contributions)2022-11-30$-16,435,000
Total loss/gain on sale of assets2022-11-30$0
Total of all expenses incurred2022-11-30$37,115,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-11-30$36,491,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-11-30$17,200,000
Value of total assets at end of year2022-11-30$73,820,000
Value of total assets at beginning of year2022-11-30$127,370,000
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-11-30$624,000
Total interest from all sources2022-11-30$0
Total dividends received (eg from common stock, registered investment company shares)2022-11-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-11-30No
Administrative expenses professional fees incurred2022-11-30$199,042
Was this plan covered by a fidelity bond2022-11-30Yes
Value of fidelity bond cover2022-11-30$15,000,000
Were there any nonexempt tranactions with any party-in-interest2022-11-30No
Administrative expenses (other) incurred2022-11-30$395,188
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-11-30No
Value of net income/loss2022-11-30$-53,550,000
Value of net assets at end of year (total assets less liabilities)2022-11-30$73,820,000
Value of net assets at beginning of year (total assets less liabilities)2022-11-30$127,370,000
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-11-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-11-30No
Were any leases to which the plan was party in default or uncollectible2022-11-30No
Investment advisory and management fees2022-11-30$12,447
Value of interest in master investment trust accounts at end of year2022-11-30$56,620,000
Value of interest in master investment trust accounts at beginning of year2022-11-30$127,370,000
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-11-30No
Was there a failure to transmit to the plan any participant contributions2022-11-30No
Has the plan failed to provide any benefit when due under the plan2022-11-30No
Contributions received in cash from employer2022-11-30$17,200,000
Employer contributions (assets) at end of year2022-11-30$17,200,000
Employer contributions (assets) at beginning of year2022-11-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-11-30$36,491,000
Contract administrator fees2022-11-30$17,323
Did the plan have assets held for investment2022-11-30No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-11-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-11-30No
Opinion of an independent qualified public accountant for this plan2022-11-30Unqualified
Accountancy firm name2022-11-30PRICEWATERHOUSECOOPERS LLP
Accountancy firm EIN2022-11-30134008324
2021 : RETIREMENT INCOME GUARANTEE PLAN OF XEROX CORPORATION AND THE XEROGRAPHIC DIVISION, ROCHESTER REGIONAL JOINT BOARD ON BEHALF OF ITSELF AND O 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-11-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-11-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-11-30$0
Total income from all sources (including contributions)2021-11-30$6,539,000
Total loss/gain on sale of assets2021-11-30$0
Total of all expenses incurred2021-11-30$30,610,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-11-30$29,911,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-11-30$0
Value of total assets at end of year2021-11-30$127,370,000
Value of total assets at beginning of year2021-11-30$151,441,000
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-11-30$699,000
Total interest from all sources2021-11-30$0
Total dividends received (eg from common stock, registered investment company shares)2021-11-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-11-30No
Administrative expenses professional fees incurred2021-11-30$140,964
Was this plan covered by a fidelity bond2021-11-30Yes
Value of fidelity bond cover2021-11-30$15,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-11-30$0
Were there any nonexempt tranactions with any party-in-interest2021-11-30No
Administrative expenses (other) incurred2021-11-30$515,086
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-11-30No
Value of net income/loss2021-11-30$-24,071,000
Value of net assets at end of year (total assets less liabilities)2021-11-30$127,370,000
Value of net assets at beginning of year (total assets less liabilities)2021-11-30$151,441,000
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-11-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-11-30No
Were any leases to which the plan was party in default or uncollectible2021-11-30No
Investment advisory and management fees2021-11-30$22,088
Value of interest in master investment trust accounts at end of year2021-11-30$127,370,000
Value of interest in master investment trust accounts at beginning of year2021-11-30$141,441,000
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-11-30No
Was there a failure to transmit to the plan any participant contributions2021-11-30No
Has the plan failed to provide any benefit when due under the plan2021-11-30No
Employer contributions (assets) at end of year2021-11-30$0
Employer contributions (assets) at beginning of year2021-11-30$10,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-11-30$29,911,000
Contract administrator fees2021-11-30$20,862
Did the plan have assets held for investment2021-11-30No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-11-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-11-30No
Opinion of an independent qualified public accountant for this plan2021-11-30Unqualified
Accountancy firm name2021-11-30PRICEWATERHOUSECOOPERS LLP
Accountancy firm EIN2021-11-30134008324
2020 : RETIREMENT INCOME GUARANTEE PLAN OF XEROX CORPORATION AND THE XEROGRAPHIC DIVISION, ROCHESTER REGIONAL JOINT BOARD ON BEHALF OF ITSELF AND O 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-11-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-11-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-11-30$0
Total income from all sources (including contributions)2020-11-30$38,270,000
Total loss/gain on sale of assets2020-11-30$0
Total of all expenses incurred2020-11-30$20,307,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-11-30$19,534,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-11-30$10,000,000
Value of total assets at end of year2020-11-30$151,441,000
Value of total assets at beginning of year2020-11-30$133,478,000
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-11-30$773,000
Total interest from all sources2020-11-30$0
Total dividends received (eg from common stock, registered investment company shares)2020-11-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-11-30No
Administrative expenses professional fees incurred2020-11-30$74,460
Was this plan covered by a fidelity bond2020-11-30Yes
Value of fidelity bond cover2020-11-30$15,000,000
Were there any nonexempt tranactions with any party-in-interest2020-11-30No
Administrative expenses (other) incurred2020-11-30$663,494
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-11-30No
Value of net income/loss2020-11-30$17,963,000
Value of net assets at end of year (total assets less liabilities)2020-11-30$151,441,000
Value of net assets at beginning of year (total assets less liabilities)2020-11-30$133,478,000
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-11-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-11-30No
Were any leases to which the plan was party in default or uncollectible2020-11-30No
Investment advisory and management fees2020-11-30$13,781
Value of interest in master investment trust accounts at end of year2020-11-30$141,441,000
Value of interest in master investment trust accounts at beginning of year2020-11-30$133,478,000
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-11-30No
Was there a failure to transmit to the plan any participant contributions2020-11-30No
Has the plan failed to provide any benefit when due under the plan2020-11-30No
Contributions received in cash from employer2020-11-30$10,000,000
Employer contributions (assets) at end of year2020-11-30$10,000,000
Employer contributions (assets) at beginning of year2020-11-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-11-30$19,534,000
Contract administrator fees2020-11-30$21,265
Did the plan have assets held for investment2020-11-30No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-11-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-11-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-11-30No
Opinion of an independent qualified public accountant for this plan2020-11-30Unqualified
Accountancy firm name2020-11-30PRICEWATERHOUSECOOPERS LLP
Accountancy firm EIN2020-11-30134008324
2019 : RETIREMENT INCOME GUARANTEE PLAN OF XEROX CORPORATION AND THE XEROGRAPHIC DIVISION, ROCHESTER REGIONAL JOINT BOARD ON BEHALF OF ITSELF AND O 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-11-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-11-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-11-30$0
Total income from all sources (including contributions)2019-11-30$36,124,000
Total loss/gain on sale of assets2019-11-30$0
Total of all expenses incurred2019-11-30$52,497,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-11-30$51,293,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-11-30$0
Value of total assets at end of year2019-11-30$133,478,000
Value of total assets at beginning of year2019-11-30$149,851,000
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-11-30$1,204,000
Total interest from all sources2019-11-30$0
Total dividends received (eg from common stock, registered investment company shares)2019-11-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-11-30No
Administrative expenses professional fees incurred2019-11-30$1,185,481
Was this plan covered by a fidelity bond2019-11-30Yes
Value of fidelity bond cover2019-11-30$15,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-11-30$0
Were there any nonexempt tranactions with any party-in-interest2019-11-30No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-11-30No
Value of net income/loss2019-11-30$-16,373,000
Value of net assets at end of year (total assets less liabilities)2019-11-30$133,478,000
Value of net assets at beginning of year (total assets less liabilities)2019-11-30$149,851,000
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-11-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-11-30No
Were any leases to which the plan was party in default or uncollectible2019-11-30No
Investment advisory and management fees2019-11-30$18,519
Value of interest in master investment trust accounts at end of year2019-11-30$133,478,000
Value of interest in master investment trust accounts at beginning of year2019-11-30$149,851,000
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-11-30No
Was there a failure to transmit to the plan any participant contributions2019-11-30No
Has the plan failed to provide any benefit when due under the plan2019-11-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-11-30$51,293,000
Did the plan have assets held for investment2019-11-30No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-11-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-11-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-11-30No
Opinion of an independent qualified public accountant for this plan2019-11-30Unqualified
Accountancy firm name2019-11-30PRICEWATERHOUSECOOPERS LLP
Accountancy firm EIN2019-11-30134008324
2018 : RETIREMENT INCOME GUARANTEE PLAN OF XEROX CORPORATION AND THE XEROGRAPHIC DIVISION, ROCHESTER REGIONAL JOINT BOARD ON BEHALF OF ITSELF AND O 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-11-30$0
Total transfer of assets from this plan2018-11-30$1,324,000
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-11-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-11-30$0
Total income from all sources (including contributions)2018-11-30$-11,893,000
Total loss/gain on sale of assets2018-11-30$0
Total of all expenses incurred2018-11-30$51,049,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-11-30$50,496,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-11-30$0
Value of total assets at end of year2018-11-30$149,851,000
Value of total assets at beginning of year2018-11-30$214,117,000
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-11-30$553,000
Total interest from all sources2018-11-30$0
Total dividends received (eg from common stock, registered investment company shares)2018-11-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-11-30No
Administrative expenses professional fees incurred2018-11-30$390,495
Was this plan covered by a fidelity bond2018-11-30Yes
Value of fidelity bond cover2018-11-30$15,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-11-30$0
Were there any nonexempt tranactions with any party-in-interest2018-11-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-11-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-11-30$480,000
Administrative expenses (other) incurred2018-11-30$149,585
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-11-30No
Value of net income/loss2018-11-30$-62,942,000
Value of net assets at end of year (total assets less liabilities)2018-11-30$149,851,000
Value of net assets at beginning of year (total assets less liabilities)2018-11-30$214,117,000
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-11-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-11-30No
Were any leases to which the plan was party in default or uncollectible2018-11-30No
Investment advisory and management fees2018-11-30$12,920
Value of interest in master investment trust accounts at end of year2018-11-30$149,851,000
Value of interest in master investment trust accounts at beginning of year2018-11-30$213,637,000
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-11-30No
Was there a failure to transmit to the plan any participant contributions2018-11-30No
Has the plan failed to provide any benefit when due under the plan2018-11-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-11-30$50,496,000
Did the plan have assets held for investment2018-11-30No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-11-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-11-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-11-30No
Opinion of an independent qualified public accountant for this plan2018-11-30Unqualified
Accountancy firm name2018-11-30PRICEWATERHOUSECOOPERS LLP
Accountancy firm EIN2018-11-30134008324
2017 : RETIREMENT INCOME GUARANTEE PLAN OF XEROX CORPORATION AND THE XEROGRAPHIC DIVISION, ROCHESTER REGIONAL JOINT BOARD ON BEHALF OF ITSELF AND O 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-11-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-11-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-11-30$0
Total income from all sources (including contributions)2017-11-30$22,929,000
Total loss/gain on sale of assets2017-11-30$0
Total of all expenses incurred2017-11-30$39,877,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-11-30$39,046,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-11-30$0
Value of total assets at end of year2017-11-30$214,117,000
Value of total assets at beginning of year2017-11-30$231,065,000
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-11-30$831,000
Total interest from all sources2017-11-30$0
Total dividends received (eg from common stock, registered investment company shares)2017-11-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-11-30No
Administrative expenses professional fees incurred2017-11-30$456,556
Was this plan covered by a fidelity bond2017-11-30Yes
Value of fidelity bond cover2017-11-30$15,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-11-30$0
Were there any nonexempt tranactions with any party-in-interest2017-11-30No
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-11-30$3,000
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-11-30$480,000
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-11-30$0
Administrative expenses (other) incurred2017-11-30$368,282
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-11-30No
Value of net income/loss2017-11-30$-16,948,000
Value of net assets at end of year (total assets less liabilities)2017-11-30$214,117,000
Value of net assets at beginning of year (total assets less liabilities)2017-11-30$231,065,000
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-11-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-11-30No
Were any leases to which the plan was party in default or uncollectible2017-11-30No
Investment advisory and management fees2017-11-30$6,162
Value of interest in master investment trust accounts at end of year2017-11-30$213,637,000
Value of interest in master investment trust accounts at beginning of year2017-11-30$194,065,000
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-11-30No
Was there a failure to transmit to the plan any participant contributions2017-11-30No
Has the plan failed to provide any benefit when due under the plan2017-11-30No
Employer contributions (assets) at end of year2017-11-30$0
Employer contributions (assets) at beginning of year2017-11-30$37,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-11-30$39,043,000
Did the plan have assets held for investment2017-11-30No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-11-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-11-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-11-30No
Opinion of an independent qualified public accountant for this plan2017-11-30Unqualified
Accountancy firm name2017-11-30PRICEWATERHOUSECOOPERS LLP
Accountancy firm EIN2017-11-30134008324
2016 : RETIREMENT INCOME GUARANTEE PLAN OF XEROX CORPORATION AND THE XEROGRAPHIC DIVISION, ROCHESTER REGIONAL JOINT BOARD ON BEHALF OF ITSELF AND O 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$54,960,000
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$24,159,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$23,031,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$37,000,000
Value of total assets at end of year2016-12-31$231,065,000
Value of total assets at beginning of year2016-12-31$200,264,000
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$1,128,000
Total interest from all sources2016-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$185,362
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$15,000,000
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
Other income not declared elsewhere2016-12-31$3,000
Administrative expenses (other) incurred2016-12-31$934,610
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$30,801,000
Value of net assets at end of year (total assets less liabilities)2016-12-31$231,065,000
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$200,264,000
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$8,028
Value of interest in master investment trust accounts at end of year2016-12-31$194,065,000
Value of interest in master investment trust accounts at beginning of year2016-12-31$200,264,000
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$37,000,000
Employer contributions (assets) at end of year2016-12-31$37,000,000
Employer contributions (assets) at beginning of year2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$23,031,000
Did the plan have assets held for investment2016-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party 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)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31PRICEWATERHOUSECOOPERS LLP
Accountancy firm EIN2016-12-31134008324
2015 : RETIREMENT INCOME GUARANTEE PLAN OF XEROX CORPORATION AND THE XEROGRAPHIC DIVISION, ROCHESTER REGIONAL JOINT BOARD ON BEHALF OF ITSELF AND O 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$309,000
Total income from all sources (including contributions)2015-12-31$4,662,000
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$28,530,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$27,453,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$9,100,000
Value of total assets at end of year2015-12-31$200,264,000
Value of total assets at beginning of year2015-12-31$224,441,000
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$1,077,000
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$237,359
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$15,000,000
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
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$1,000
Administrative expenses (other) incurred2015-12-31$834,049
Liabilities. Value of operating payables at end of year2015-12-31$0
Liabilities. Value of operating payables at beginning of year2015-12-31$308,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-23,868,000
Value of net assets at end of year (total assets less liabilities)2015-12-31$200,264,000
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$224,132,000
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$5,592
Value of interest in master investment trust accounts at end of year2015-12-31$200,264,000
Value of interest in master investment trust accounts at beginning of year2015-12-31$221,441,000
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$9,100,000
Employer contributions (assets) at end of year2015-12-31$0
Employer contributions (assets) at beginning of year2015-12-31$3,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$27,453,000
Did the plan have assets held for investment2015-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party 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)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31PRICEWATERHOUSECOOPERS LLP
Accountancy firm EIN2015-12-31134008324
2014 : RETIREMENT INCOME GUARANTEE PLAN OF XEROX CORPORATION AND THE XEROGRAPHIC DIVISION, ROCHESTER REGIONAL JOINT BOARD ON BEHALF OF ITSELF AND O 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$309,000
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$37,795,000
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$23,687,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$22,886,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$9,000,000
Value of total assets at end of year2014-12-31$224,441,000
Value of total assets at beginning of year2014-12-31$210,024,000
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$801,000
Total interest from all sources2014-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$801,000
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$15,000,000
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
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$1,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$0
Liabilities. Value of operating payables at end of year2014-12-31$308,000
Liabilities. Value of operating payables at beginning of year2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$14,108,000
Value of net assets at end of year (total assets less liabilities)2014-12-31$224,132,000
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$210,024,000
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 master investment trust accounts at end of year2014-12-31$221,441,000
Value of interest in master investment trust accounts at beginning of year2014-12-31$210,024,000
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$9,000,000
Employer contributions (assets) at end of year2014-12-31$3,000,000
Employer contributions (assets) at beginning of year2014-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$22,886,000
Did the plan have assets held for investment2014-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party 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)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31PRICEWATERHOUSECOOPERS LLP
Accountancy firm EIN2014-12-31134008324
2013 : RETIREMENT INCOME GUARANTEE PLAN OF XEROX CORPORATION AND THE XEROGRAPHIC DIVISION, ROCHESTER REGIONAL JOINT BOARD ON BEHALF OF ITSELF AND O 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$9,194,000
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$50,369,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$50,113,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$0
Value of total assets at end of year2013-12-31$210,024,000
Value of total assets at beginning of year2013-12-31$251,199,000
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$256,000
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$102,000
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$15,000,000
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$169,000
Administrative expenses (other) incurred2013-12-31$147,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$-41,175,000
Value of net assets at end of year (total assets less liabilities)2013-12-31$210,024,000
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$251,199,000
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$7,000
Value of interest in master investment trust accounts at end of year2013-12-31$210,024,000
Value of interest in master investment trust accounts at beginning of year2013-12-31$251,030,000
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$1,732,000
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
Employer contributions (assets) at end of year2013-12-31$0
Employer contributions (assets) at beginning of year2013-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$48,381,000
Did the plan have assets held for investment2013-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party 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)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31PRICEWATERHOUSECOOPERS LLP
Accountancy firm EIN2013-12-31134008324
2012 : RETIREMENT INCOME GUARANTEE PLAN OF XEROX CORPORATION AND THE XEROGRAPHIC DIVISION, ROCHESTER REGIONAL JOINT BOARD ON BEHALF OF ITSELF AND O 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$27,556,000
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$28,848,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$28,838,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$0
Value of total assets at end of year2012-12-31$251,199,000
Value of total assets at beginning of year2012-12-31$252,491,000
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$10,000
Total interest from all sources2012-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$10,000
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$15,000,000
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$169,000
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$-1,292,000
Value of net assets at end of year (total assets less liabilities)2012-12-31$251,199,000
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$252,491,000
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 master investment trust accounts at end of year2012-12-31$251,030,000
Value of interest in master investment trust accounts at beginning of year2012-12-31$236,462,000
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$5,598,000
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
Employer contributions (assets) at end of year2012-12-31$0
Employer contributions (assets) at beginning of year2012-12-31$16,029,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$23,240,000
Did the plan have assets held for investment2012-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party 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)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31PRICEWATERHOUSECOOPERS LLP
Accountancy firm EIN2012-12-31134008324
2011 : RETIREMENT INCOME GUARANTEE PLAN OF XEROX CORPORATION AND THE XEROGRAPHIC DIVISION, ROCHESTER REGIONAL JOINT BOARD ON BEHALF OF ITSELF AND O 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$50,258,000
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$54,445,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$53,953,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$21,363,000
Value of total assets at end of year2011-12-31$252,491,000
Value of total assets at beginning of year2011-12-31$256,678,000
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$492,000
Total interest from all sources2011-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$271,000
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$15,000,000
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
Administrative expenses (other) incurred2011-12-31$191,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-4,187,000
Value of net assets at end of year (total assets less liabilities)2011-12-31$252,491,000
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$256,678,000
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$30,000
Value of interest in master investment trust accounts at end of year2011-12-31$236,462,000
Value of interest in master investment trust accounts at beginning of year2011-12-31$253,028,000
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$8,840,000
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$21,363,000
Employer contributions (assets) at end of year2011-12-31$16,029,000
Employer contributions (assets) at beginning of year2011-12-31$3,650,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$45,113,000
Did the plan have assets held for investment2011-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party 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)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31PRICEWATERHOUSECOOPERS LLP
Accountancy firm EIN2011-12-31134008324
2010 : RETIREMENT INCOME GUARANTEE PLAN OF XEROX CORPORATION AND THE XEROGRAPHIC DIVISION, ROCHESTER REGIONAL JOINT BOARD ON BEHALF OF ITSELF AND O 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$34,002,000
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$14,781,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$14,425,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$8,600,000
Value of total assets at end of year2010-12-31$256,678,000
Value of total assets at beginning of year2010-12-31$237,457,000
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$356,000
Total interest from all sources2010-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$356,000
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$15,000,000
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
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$19,221,000
Value of net assets at end of year (total assets less liabilities)2010-12-31$256,678,000
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$237,457,000
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 master investment trust accounts at end of year2010-12-31$253,028,000
Value of interest in master investment trust accounts at beginning of year2010-12-31$220,457,000
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$2,474,000
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$8,600,000
Employer contributions (assets) at end of year2010-12-31$3,650,000
Employer contributions (assets) at beginning of year2010-12-31$17,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$11,951,000
Did the plan have assets held for investment2010-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party 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)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31PRICEWATERHOUSECOOPERS LLP
Accountancy firm EIN2010-12-31134008324
2009 : RETIREMENT INCOME GUARANTEE PLAN OF XEROX CORPORATION AND THE XEROGRAPHIC DIVISION, ROCHESTER REGIONAL JOINT BOARD ON BEHALF OF ITSELF AND O 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for RETIREMENT INCOME GUARANTEE PLAN OF XEROX CORPORATION AND THE XEROGRAPHIC DIVISION, ROCHESTER REGIONAL JOINT BOARD ON BEHALF OF ITSELF AND O

2022: RETIREMENT INCOME GUARANTEE PLAN OF XEROX CORPORATION AND THE XEROGRAPHIC DIVISION, ROCHESTER REGIONAL JOINT BOARD ON BEHALF OF ITSELF AND O 2022 form 5500 responses
2022-12-01Type of plan entitySingle employer plan
2022-12-01Submission has been amendedNo
2022-12-01This submission is the final filingNo
2022-12-01This return/report is a short plan year return/report (less than 12 months)No
2022-12-01Plan is a collectively bargained planYes
2022-12-01Plan funding arrangement – TrustYes
2022-12-01Plan benefit arrangement - TrustYes
2021: RETIREMENT INCOME GUARANTEE PLAN OF XEROX CORPORATION AND THE XEROGRAPHIC DIVISION, ROCHESTER REGIONAL JOINT BOARD ON BEHALF OF ITSELF AND O 2021 form 5500 responses
2021-12-01Type of plan entitySingle employer plan
2021-12-01Submission has been amendedNo
2021-12-01This submission is the final filingNo
2021-12-01This return/report is a short plan year return/report (less than 12 months)No
2021-12-01Plan is a collectively bargained planYes
2021-12-01Plan funding arrangement – TrustYes
2021-12-01Plan benefit arrangement - TrustYes
2020: RETIREMENT INCOME GUARANTEE PLAN OF XEROX CORPORATION AND THE XEROGRAPHIC DIVISION, ROCHESTER REGIONAL JOINT BOARD ON BEHALF OF ITSELF AND O 2020 form 5500 responses
2020-12-01Type of plan entitySingle employer plan
2020-12-01Submission has been amendedNo
2020-12-01This submission is the final filingNo
2020-12-01This return/report is a short plan year return/report (less than 12 months)No
2020-12-01Plan is a collectively bargained planYes
2020-12-01Plan funding arrangement – TrustYes
2020-12-01Plan benefit arrangement - TrustYes
2019: RETIREMENT INCOME GUARANTEE PLAN OF XEROX CORPORATION AND THE XEROGRAPHIC DIVISION, ROCHESTER REGIONAL JOINT BOARD ON BEHALF OF ITSELF AND O 2019 form 5500 responses
2019-12-01Type of plan entitySingle employer plan
2019-12-01Submission has been amendedNo
2019-12-01This submission is the final filingNo
2019-12-01This return/report is a short plan year return/report (less than 12 months)No
2019-12-01Plan is a collectively bargained planYes
2019-12-01Plan funding arrangement – TrustYes
2019-12-01Plan benefit arrangement - TrustYes
2018: RETIREMENT INCOME GUARANTEE PLAN OF XEROX CORPORATION AND THE XEROGRAPHIC DIVISION, ROCHESTER REGIONAL JOINT BOARD ON BEHALF OF ITSELF AND O 2018 form 5500 responses
2018-12-01Type of plan entitySingle employer plan
2018-12-01Submission has been amendedNo
2018-12-01This submission is the final filingNo
2018-12-01This return/report is a short plan year return/report (less than 12 months)No
2018-12-01Plan is a collectively bargained planYes
2018-12-01Plan funding arrangement – TrustYes
2018-12-01Plan benefit arrangement - TrustYes
2017: RETIREMENT INCOME GUARANTEE PLAN OF XEROX CORPORATION AND THE XEROGRAPHIC DIVISION, ROCHESTER REGIONAL JOINT BOARD ON BEHALF OF ITSELF AND O 2017 form 5500 responses
2017-12-01Type of plan entitySingle employer plan
2017-12-01Submission has been amendedNo
2017-12-01This submission is the final filingNo
2017-12-01This return/report is a short plan year return/report (less than 12 months)No
2017-12-01Plan is a collectively bargained planYes
2017-12-01Plan funding arrangement – TrustYes
2017-12-01Plan benefit arrangement - TrustYes
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: RETIREMENT INCOME GUARANTEE PLAN OF XEROX CORPORATION AND THE XEROGRAPHIC DIVISION, ROCHESTER REGIONAL JOINT BOARD ON BEHALF OF ITSELF AND O 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 planYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: RETIREMENT INCOME GUARANTEE PLAN OF XEROX CORPORATION AND THE XEROGRAPHIC DIVISION, ROCHESTER REGIONAL JOINT BOARD ON BEHALF OF ITSELF AND O 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 planYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: RETIREMENT INCOME GUARANTEE PLAN OF XEROX CORPORATION AND THE XEROGRAPHIC DIVISION, ROCHESTER REGIONAL JOINT BOARD ON BEHALF OF ITSELF AND O 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 planYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: RETIREMENT INCOME GUARANTEE PLAN OF XEROX CORPORATION AND THE XEROGRAPHIC DIVISION, ROCHESTER REGIONAL JOINT BOARD ON BEHALF OF ITSELF AND O 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 planYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: RETIREMENT INCOME GUARANTEE PLAN OF XEROX CORPORATION AND THE XEROGRAPHIC DIVISION, ROCHESTER REGIONAL JOINT BOARD ON BEHALF OF ITSELF AND O 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 planYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: RETIREMENT INCOME GUARANTEE PLAN OF XEROX CORPORATION AND THE XEROGRAPHIC DIVISION, ROCHESTER REGIONAL JOINT BOARD ON BEHALF OF ITSELF AND O 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 planYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: RETIREMENT INCOME GUARANTEE PLAN OF XEROX CORPORATION AND THE XEROGRAPHIC DIVISION, ROCHESTER REGIONAL JOINT BOARD ON BEHALF OF ITSELF AND O 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: RETIREMENT INCOME GUARANTEE PLAN OF XEROX CORPORATION AND THE XEROGRAPHIC DIVISION, ROCHESTER REGIONAL JOINT BOARD ON BEHALF OF ITSELF AND O 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 planYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number5327
Policy instance 1
Insurance contract or identification number5327
Number of Individuals Covered7
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare 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
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number5327
Policy instance 1
Insurance contract or identification number5327
Number of Individuals Covered21
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare 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
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number5327
Policy instance 1
Insurance contract or identification number5327
Number of Individuals Covered11
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare 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
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number5327
Policy instance 1
Insurance contract or identification number5327
Number of Individuals Covered17
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare 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

Potentially related plans

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