Logo

WINDSTREAM PENSION PLAN 401k Plan overview

Plan NameWINDSTREAM PENSION PLAN
Plan identification number 001

WINDSTREAM PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).

401k Sponsoring company profile

WINSTREAM SERVICES LLC has sponsored the creation of one or more 401k plans.

Company Name:WINSTREAM SERVICES LLC
Employer identification number (EIN):200792300
NAIC Classification:517000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WINDSTREAM PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012019-01-01
0012018-01-01
0012017-01-01EMILY ERKEL EMILY ERKEL2018-10-08
0012016-01-01EMILY ERKEL
0012015-01-01EMILY ERKEL
0012014-01-01EMILY ERKEL
0012013-01-01JENNIFER GADBERRY JENNIFER GADBERRY2014-10-14
0012012-01-01JENNIFER GADBERRY
0012011-01-01JENNIFER GADBERRY
0012010-01-01CAMI MARTIN
0012009-01-01ROBERT BOYD

Plan Statistics for WINDSTREAM PENSION PLAN

401k plan membership statisitcs for WINDSTREAM PENSION PLAN

Measure Date Value
2019: WINDSTREAM PENSION PLAN 2019 401k membership
Market value of plan assets2019-12-31745,797,637
Acturial value of plan assets2019-12-31784,810,420
Funding target for retired participants and beneficiaries receiving payment2019-12-31623,345,647
Number of terminated vested participants2019-12-312,010
Fundng target for terminated vested participants2019-12-3173,132,915
Active participant vested funding target2019-12-31207,680,971
Number of active participants2019-12-312,438
Total funding liabilities for active participants2019-12-31216,748,548
Total participant count2019-12-318,512
Total funding target for all participants2019-12-31913,227,110
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-310
Prefunding balanced used to offset prior years funding requirement2019-12-310
Amount remaining of carryover balance2019-12-310
Amount remaining of prefunding balance2019-12-310
Present value of excess contributions2019-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-310
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-310
Balance of carryovers at beginning of current year2019-12-310
Balance of prefunding at beginning of current year2019-12-310
Total employer contributions2019-12-3142,531,209
Total employee contributions2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-3139,540,167
Liquidity shortfalls end of Q12019-12-310
Liquidity shortfalls end of Q22019-12-310
Liquidity shortfalls end of Q32019-12-310
Liquidity shortfalls end of Q42019-12-310
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-3111,089,546
Net shortfall amortization installment of oustanding balance2019-12-31128,416,690
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-3139,540,167
Carryover balance elected to use to offset funding requirement2019-12-310
Prefunding balance elected to use to offset funding requirement2019-12-310
Additional cash requirement2019-12-3139,540,167
Contributions allocatedtoward minimum required contributions for current year2019-12-3139,540,167
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
Total participants, beginning-of-year2019-01-018,402
Total number of active participants reported on line 7a of the Form 55002019-01-012,196
Number of retired or separated participants receiving benefits2019-01-013,856
Number of other retired or separated participants entitled to future benefits2019-01-011,942
Total of all active and inactive participants2019-01-017,994
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-01289
Total participants2019-01-018,283
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: WINDSTREAM PENSION PLAN 2018 401k membership
Market value of plan assets2018-12-31849,893,670
Acturial value of plan assets2018-12-31815,779,804
Funding target for retired participants and beneficiaries receiving payment2018-12-31592,541,144
Number of terminated vested participants2018-12-312,002
Fundng target for terminated vested participants2018-12-3168,887,106
Active participant vested funding target2018-12-31224,632,036
Number of active participants2018-12-312,753
Total funding liabilities for active participants2018-12-31237,297,187
Total participant count2018-12-318,654
Total funding target for all participants2018-12-31898,725,437
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-310
Amount remaining of carryover balance2018-12-310
Amount remaining of prefunding balance2018-12-310
Present value of excess contributions2018-12-31492
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-31521
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-310
Reductions in caryover balances due to elections or deemed elections2018-12-310
Reductions in prefunding balances due to elections or deemed elections2018-12-310
Balance of carryovers at beginning of current year2018-12-310
Balance of prefunding at beginning of current year2018-12-310
Total employer contributions2018-12-3113,990,863
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-3113,470,007
Liquidity shortfalls end of Q12018-12-310
Liquidity shortfalls end of Q22018-12-310
Liquidity shortfalls end of Q32018-12-310
Liquidity shortfalls end of Q42018-12-310
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-3111,649,329
Net shortfall amortization installment of oustanding balance2018-12-3182,945,633
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-3113,470,007
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-310
Additional cash requirement2018-12-3113,470,007
Contributions allocatedtoward minimum required contributions for current year2018-12-3113,470,007
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-018,550
Total number of active participants reported on line 7a of the Form 55002018-01-012,438
Number of retired or separated participants receiving benefits2018-01-013,732
Number of other retired or separated participants entitled to future benefits2018-01-011,974
Total of all active and inactive participants2018-01-018,144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-01258
Total participants2018-01-018,402
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-011
2017: WINDSTREAM PENSION PLAN 2017 401k membership
Market value of plan assets2017-12-31812,429,110
Acturial value of plan assets2017-12-31838,164,899
Funding target for retired participants and beneficiaries receiving payment2017-12-31566,734,582
Number of terminated vested participants2017-12-311,945
Fundng target for terminated vested participants2017-12-3165,182,259
Active participant vested funding target2017-12-31247,915,896
Number of active participants2017-12-313,146
Total funding liabilities for active participants2017-12-31264,028,142
Total participant count2017-12-318,808
Total funding target for all participants2017-12-31895,944,983
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-3122,106,813
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-3122,106,813
Amount remaining of carryover balance2017-12-310
Amount remaining of prefunding balance2017-12-310
Present value of excess contributions2017-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-310
Reductions in caryover balances due to elections or deemed elections2017-12-310
Reductions in prefunding balances due to elections or deemed elections2017-12-310
Balance of carryovers at beginning of current year2017-12-310
Balance of prefunding at beginning of current year2017-12-310
Total employer contributions2017-12-3124,333,992
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-3123,300,536
Liquidity shortfalls end of Q12017-12-310
Liquidity shortfalls end of Q22017-12-310
Liquidity shortfalls end of Q32017-12-310
Liquidity shortfalls end of Q42017-12-310
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-3115,155,834
Net shortfall amortization installment of oustanding balance2017-12-3157,780,084
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-3123,300,044
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-310
Additional cash requirement2017-12-3123,300,044
Contributions allocatedtoward minimum required contributions for current year2017-12-3123,300,536
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-018,709
Total number of active participants reported on line 7a of the Form 55002017-01-012,753
Number of retired or separated participants receiving benefits2017-01-013,510
Number of other retired or separated participants entitled to future benefits2017-01-011,948
Total of all active and inactive participants2017-01-018,211
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-01339
Total participants2017-01-018,550
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-011
2016: WINDSTREAM PENSION PLAN 2016 401k membership
Market value of plan assets2016-12-31966,647,184
Acturial value of plan assets2016-12-31984,069,236
Funding target for retired participants and beneficiaries receiving payment2016-12-31653,348,636
Number of terminated vested participants2016-12-311,962
Fundng target for terminated vested participants2016-12-3164,036,001
Active participant vested funding target2016-12-31262,565,515
Number of active participants2016-12-313,459
Total funding liabilities for active participants2016-12-31278,716,319
Total participant count2016-12-3111,835
Total funding target for all participants2016-12-31996,100,956
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-3158,177,649
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-3136,081,884
Amount remaining of carryover balance2016-12-310
Amount remaining of prefunding balance2016-12-3122,095,765
Present value of excess contributions2016-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-310
Balance of carryovers at beginning of current year2016-12-310
Balance of prefunding at beginning of current year2016-12-3122,106,813
Total employer contributions2016-12-3114,583,980
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 date2016-12-3113,553,086
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 cost2016-12-319,514,320
Net shortfall amortization installment of oustanding balance2016-12-3134,138,533
Waiver amortization installment2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-3135,659,899
Prefunding balance elected to use to offset funding requirement2016-12-3122,106,813
Additional cash requirement2016-12-3113,553,086
Contributions allocatedtoward minimum required contributions for current year2016-12-3113,553,086
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-0111,718
Total number of active participants reported on line 7a of the Form 55002016-01-013,146
Number of retired or separated participants receiving benefits2016-01-013,373
Number of other retired or separated participants entitled to future benefits2016-01-011,878
Total of all active and inactive participants2016-01-018,397
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-01312
Total participants2016-01-018,709
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-012
2015: WINDSTREAM PENSION PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0111,917
Total number of active participants reported on line 7a of the Form 55002015-01-013,454
Number of retired or separated participants receiving benefits2015-01-015,603
Number of other retired or separated participants entitled to future benefits2015-01-011,877
Total of all active and inactive participants2015-01-0110,934
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-01784
Total participants2015-01-0111,718
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-014
2014: WINDSTREAM PENSION PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0114,765
Total number of active participants reported on line 7a of the Form 55002014-01-013,679
Number of retired or separated participants receiving benefits2014-01-015,585
Number of other retired or separated participants entitled to future benefits2014-01-011,891
Total of all active and inactive participants2014-01-0111,155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-01762
Total participants2014-01-0111,917
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0110
2013: WINDSTREAM PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0114,973
Total number of active participants reported on line 7a of the Form 55002013-01-014,065
Number of retired or separated participants receiving benefits2013-01-015,406
Number of other retired or separated participants entitled to future benefits2013-01-014,520
Total of all active and inactive participants2013-01-0113,991
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-01774
Total participants2013-01-0114,765
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-019
2012: WINDSTREAM PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0115,137
Total number of active participants reported on line 7a of the Form 55002012-01-014,430
Number of retired or separated participants receiving benefits2012-01-015,250
Number of other retired or separated participants entitled to future benefits2012-01-014,533
Total of all active and inactive participants2012-01-0114,213
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-01760
Total participants2012-01-0114,973
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0112
2011: WINDSTREAM PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0115,326
Total number of active participants reported on line 7a of the Form 55002011-01-014,696
Number of retired or separated participants receiving benefits2011-01-015,125
Number of other retired or separated participants entitled to future benefits2011-01-014,592
Total of all active and inactive participants2011-01-0114,413
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-01724
Total participants2011-01-0115,137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0120
2010: WINDSTREAM PENSION PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0115,392
Total number of active participants reported on line 7a of the Form 55002010-01-014,940
Number of retired or separated participants receiving benefits2010-01-015,053
Number of other retired or separated participants entitled to future benefits2010-01-014,668
Total of all active and inactive participants2010-01-0114,661
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-01665
Total participants2010-01-0115,326
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0112
2009: WINDSTREAM PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0114,675
Total number of active participants reported on line 7a of the Form 55002009-01-015,335
Number of retired or separated participants receiving benefits2009-01-014,970
Number of other retired or separated participants entitled to future benefits2009-01-014,450
Total of all active and inactive participants2009-01-0114,755
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-01637
Total participants2009-01-0115,392
Number of participants with account balances2009-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0124

Financial Data on WINDSTREAM PENSION PLAN

Measure Date Value
2019 : WINDSTREAM PENSION PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$74,482,114
Total unrealized appreciation/depreciation of assets2019-12-31$74,482,114
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$6,724,060
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$6,053,273
Total income from all sources (including contributions)2019-12-31$215,376,528
Total loss/gain on sale of assets2019-12-31$3,048,250
Total of all expenses incurred2019-12-31$74,952,856
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$65,773,950
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$42,531,209
Value of total assets at end of year2019-12-31$890,502,121
Value of total assets at beginning of year2019-12-31$749,407,662
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$9,178,906
Total interest from all sources2019-12-31$14,792,032
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$972,059
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$632,418
Assets. Corporate prefeered stocks other than exployer securities at end of year2019-12-31$1,547,191
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2019-12-31$1,547,191
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$10,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Assets. Other investments not covered elsewhere at end of year2019-12-31$2,688,875
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$420,004
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$4,775,293
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$890,118
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$3,018,001
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$1,116,131
Administrative expenses (other) incurred2019-12-31$5,480,120
Liabilities. Value of operating payables at end of year2019-12-31$2,671,505
Liabilities. Value of operating payables at beginning of year2019-12-31$3,903,979
Total non interest bearing cash at end of year2019-12-31$566,363
Total non interest bearing cash at beginning of year2019-12-31$312,047
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$140,423,672
Value of net assets at end of year (total assets less liabilities)2019-12-31$883,778,061
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$743,354,389
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Assets. partnership/joint venture interests at end of year2019-12-31$95,864,025
Assets. partnership/joint venture interests at beginning of year2019-12-31$40,003,215
Investment advisory and management fees2019-12-31$2,526,000
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$42,493,688
Interest earned on other investments2019-12-31$13,840,648
Income. Interest from US Government securities2019-12-31$4,650
Income. Interest from corporate debt instruments2019-12-31$4,182
Value of interest in common/collective trusts at end of year2019-12-31$282,084,381
Value of interest in common/collective trusts at beginning of year2019-12-31$137,586,416
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$53,624,893
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$41,455,898
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$41,455,898
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$942,552
Assets. Value of investments in 103.12 investment entities at end of year2019-12-31$132,385,403
Assets. Value of investments in 103.12 investment entities at beginning of year2019-12-31$96,472,203
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$786,600
Asset value of US Government securities at end of year2019-12-31$170,890,849
Asset value of US Government securities at beginning of year2019-12-31$241,223,383
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$4,996,525
Net investment gain or loss from common/collective trusts2019-12-31$57,327,242
Net gain/loss from 103.12 investment entities2019-12-31$17,227,097
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Assets. Value of employer real property at end of year2019-12-31$68,850,000
Assets. Value of employer real property at beginning of year2019-12-31$70,280,000
Contributions received in cash from employer2019-12-31$42,531,209
Employer contributions (assets) at end of year2019-12-31$32,428,703
Employer contributions (assets) at beginning of year2019-12-31$4,980,616
Income. Dividends from preferred stock2019-12-31$41,187
Income. Dividends from common stock2019-12-31$930,872
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$65,773,950
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$21,449,557
Contract administrator fees2019-12-31$540,368
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$44,796,145
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$49,506,726
Liabilities. Value of benefit claims payable at end of year2019-12-31$1,034,554
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$1,033,163
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$231,948,028
Aggregate carrying amount (costs) on sale of assets2019-12-31$228,899,778
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31PRICEWATERHOUSECOOPERS LLP
Accountancy firm EIN2019-12-31134008324
2018 : WINDSTREAM PENSION PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-4,868,436
Total unrealized appreciation/depreciation of assets2018-12-31$-4,868,436
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$6,053,273
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$22,060,169
Total income from all sources (including contributions)2018-12-31$-16,451,576
Total loss/gain on sale of assets2018-12-31$-28,521,058
Total of all expenses incurred2018-12-31$87,898,245
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$77,007,519
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$13,990,863
Value of total assets at end of year2018-12-31$749,407,662
Value of total assets at beginning of year2018-12-31$869,764,379
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$10,890,726
Total interest from all sources2018-12-31$8,964,908
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,077,573
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$648,261
Assets. Corporate prefeered stocks other than exployer securities at end of year2018-12-31$1,547,191
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2018-12-31$1,205,522
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$10,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Assets. Other investments not covered elsewhere at end of year2018-12-31$420,004
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$12,082,596
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$890,118
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$4,404,667
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$1,116,131
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$5,148,463
Administrative expenses (other) incurred2018-12-31$5,362,194
Liabilities. Value of operating payables at end of year2018-12-31$3,903,979
Liabilities. Value of operating payables at beginning of year2018-12-31$15,857,928
Total non interest bearing cash at end of year2018-12-31$312,047
Total non interest bearing cash at beginning of year2018-12-31$234,836
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Income. Non cash contributions2018-12-31$5,846,000
Value of net income/loss2018-12-31$-104,349,821
Value of net assets at end of year (total assets less liabilities)2018-12-31$743,354,389
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$847,704,210
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Assets. partnership/joint venture interests at end of year2018-12-31$40,003,215
Assets. partnership/joint venture interests at beginning of year2018-12-31$36,586,003
Investment advisory and management fees2018-12-31$4,255,240
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$42,493,688
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$51,711,443
Interest earned on other investments2018-12-31$6,579,042
Income. Interest from US Government securities2018-12-31$794,945
Income. Interest from corporate debt instruments2018-12-31$834,312
Value of interest in common/collective trusts at end of year2018-12-31$137,586,416
Value of interest in common/collective trusts at beginning of year2018-12-31$169,861,774
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$41,455,898
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$56,038,874
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$56,038,874
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$756,609
Assets. Value of investments in 103.12 investment entities at end of year2018-12-31$96,472,203
Assets. Value of investments in 103.12 investment entities at beginning of year2018-12-31$117,194,441
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$786,600
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$770,516
Asset value of US Government securities at end of year2018-12-31$241,223,383
Asset value of US Government securities at beginning of year2018-12-31$250,729,193
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$949,423
Net investment gain or loss from common/collective trusts2018-12-31$-2,191,286
Net gain/loss from 103.12 investment entities2018-12-31$-5,853,563
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Assets. Value of employer real property at end of year2018-12-31$70,280,000
Assets. Value of employer real property at beginning of year2018-12-31$72,650,000
Contributions received in cash from employer2018-12-31$8,144,863
Employer contributions (assets) at end of year2018-12-31$4,980,616
Employer contributions (assets) at beginning of year2018-12-31$8,662,318
Income. Dividends from preferred stock2018-12-31$32,354
Income. Dividends from common stock2018-12-31$1,045,219
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$77,007,519
Asset. Corporate debt instrument debt (other) at end of year2018-12-31$21,449,557
Asset. Corporate debt instrument debt (other) at beginning of year2018-12-31$27,340,801
Contract administrator fees2018-12-31$625,031
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$49,506,726
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$60,291,395
Liabilities. Value of benefit claims payable at end of year2018-12-31$1,033,163
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$1,053,778
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$230,273,792
Aggregate carrying amount (costs) on sale of assets2018-12-31$258,794,850
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31PRICEWATERHOUSECOOPERS LLP
Accountancy firm EIN2018-12-31134008324
2017 : WINDSTREAM PENSION PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$38,735,629
Total unrealized appreciation/depreciation of assets2017-12-31$38,735,629
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$22,060,169
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$13,715,267
Total income from all sources (including contributions)2017-12-31$131,561,174
Total loss/gain on sale of assets2017-12-31$9,702,209
Total of all expenses incurred2017-12-31$94,250,237
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$84,749,010
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$24,333,992
Value of total assets at end of year2017-12-31$869,764,379
Value of total assets at beginning of year2017-12-31$824,108,540
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$9,501,227
Total interest from all sources2017-12-31$13,914,013
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$799,726
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$426,088
Assets. Corporate prefeered stocks other than exployer securities at end of year2017-12-31$1,205,522
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2017-12-31$1,134,358
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$10,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Assets. Other investments not covered elsewhere at end of year2017-12-31$12,082,596
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$19,991,153
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$4,404,667
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$10,165,568
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$5,148,463
Other income not declared elsewhere2017-12-31$1,545,911
Administrative expenses (other) incurred2017-12-31$5,157,855
Liabilities. Value of operating payables at end of year2017-12-31$15,857,928
Liabilities. Value of operating payables at beginning of year2017-12-31$12,629,002
Total non interest bearing cash at end of year2017-12-31$234,836
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$37,310,937
Value of net assets at end of year (total assets less liabilities)2017-12-31$847,704,210
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$810,393,273
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Assets. partnership/joint venture interests at end of year2017-12-31$36,586,003
Assets. partnership/joint venture interests at beginning of year2017-12-31$34,262,536
Investment advisory and management fees2017-12-31$3,262,633
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$51,711,443
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$49,091,076
Interest earned on other investments2017-12-31$11,661,974
Income. Interest from US Government securities2017-12-31$893,375
Income. Interest from corporate debt instruments2017-12-31$950,955
Value of interest in common/collective trusts at end of year2017-12-31$169,861,774
Value of interest in common/collective trusts at beginning of year2017-12-31$146,967,321
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$56,038,874
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$55,183,372
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$55,183,372
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$407,709
Assets. Value of investments in 103.12 investment entities at end of year2017-12-31$117,194,441
Assets. Value of investments in 103.12 investment entities at beginning of year2017-12-31$106,825,577
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$770,516
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$764,988
Asset value of US Government securities at end of year2017-12-31$250,729,193
Asset value of US Government securities at beginning of year2017-12-31$224,798,719
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$6,120,368
Net investment gain or loss from common/collective trusts2017-12-31$34,009,698
Net gain/loss from 103.12 investment entities2017-12-31$2,399,628
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Assets. Value of employer real property at end of year2017-12-31$72,650,000
Assets. Value of employer real property at beginning of year2017-12-31$78,390,000
Contributions received in cash from employer2017-12-31$24,333,992
Employer contributions (assets) at end of year2017-12-31$8,662,318
Employer contributions (assets) at beginning of year2017-12-31$13,304,752
Income. Dividends from preferred stock2017-12-31$16,223
Income. Dividends from common stock2017-12-31$783,503
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$84,749,010
Asset. Corporate debt instrument debt (other) at end of year2017-12-31$27,340,801
Asset. Corporate debt instrument debt (other) at beginning of year2017-12-31$30,536,526
Contract administrator fees2017-12-31$654,651
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$60,291,395
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$52,692,594
Liabilities. Value of benefit claims payable at end of year2017-12-31$1,053,778
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$1,086,265
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$217,941,788
Aggregate carrying amount (costs) on sale of assets2017-12-31$208,239,579
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31PRICEWATERHOUSECOOPERS LLP
Accountancy firm EIN2017-12-31134008324
2016 : WINDSTREAM PENSION PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$-7,248,598
Total unrealized appreciation/depreciation of assets2016-12-31$-7,248,598
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$13,715,267
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$31,667,651
Total income from all sources (including contributions)2016-12-31$73,514,065
Total loss/gain on sale of assets2016-12-31$19,500,064
Total of all expenses incurred2016-12-31$227,166,181
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$214,914,849
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$14,583,980
Value of total assets at end of year2016-12-31$824,108,540
Value of total assets at beginning of year2016-12-31$995,713,040
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$12,251,332
Total interest from all sources2016-12-31$17,807,521
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$1,027,126
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Assets. Real estate other than employer real property at beginning of year2016-12-31$38,305,768
Administrative expenses professional fees incurred2016-12-31$857,047
Assets. Corporate prefeered stocks other than exployer securities at end of year2016-12-31$1,134,358
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2016-12-31$1,806,829
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$10,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Assets. Other investments not covered elsewhere at end of year2016-12-31$19,991,153
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$19,921,867
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$10,165,568
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$5,174,402
Other income not declared elsewhere2016-12-31$542,759
Administrative expenses (other) incurred2016-12-31$6,668,059
Liabilities. Value of operating payables at end of year2016-12-31$12,629,002
Liabilities. Value of operating payables at beginning of year2016-12-31$30,469,239
Total non interest bearing cash at beginning of year2016-12-31$949
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-153,652,116
Value of net assets at end of year (total assets less liabilities)2016-12-31$810,393,273
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$964,045,389
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
Assets. partnership/joint venture interests at end of year2016-12-31$34,262,536
Assets. partnership/joint venture interests at beginning of year2016-12-31$30,671,729
Investment advisory and management fees2016-12-31$4,142,120
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$49,091,076
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$61,024,082
Interest earned on other investments2016-12-31$14,022,368
Income. Interest from US Government securities2016-12-31$2,487,437
Income. Interest from corporate debt instruments2016-12-31$1,064,486
Value of interest in common/collective trusts at end of year2016-12-31$146,967,321
Value of interest in common/collective trusts at beginning of year2016-12-31$235,503,842
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$55,183,372
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$70,121,276
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$70,121,276
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$233,230
Assets. Value of investments in 103.12 investment entities at end of year2016-12-31$106,825,577
Assets. Value of investments in 103.12 investment entities at beginning of year2016-12-31$81,872,988
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$764,988
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$1,051,995
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$137,586,259
Asset value of US Government securities at end of year2016-12-31$224,798,719
Asset value of US Government securities at beginning of year2016-12-31$281,478,903
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$6,066,994
Net investment gain or loss from common/collective trusts2016-12-31$23,391,801
Net gain/loss from 103.12 investment entities2016-12-31$-2,157,582
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
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
Assets. Value of employer real property at end of year2016-12-31$78,390,000
Assets. Value of employer real property at beginning of year2016-12-31$76,610,000
Contributions received in cash from employer2016-12-31$14,583,980
Employer contributions (assets) at end of year2016-12-31$13,304,752
Income. Dividends from preferred stock2016-12-31$32,747
Income. Dividends from common stock2016-12-31$994,379
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$77,328,590
Asset. Corporate debt instrument debt (other) at end of year2016-12-31$30,536,526
Asset. Corporate debt instrument debt (other) at beginning of year2016-12-31$30,903,183
Contract administrator fees2016-12-31$584,106
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$52,692,594
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$61,265,227
Liabilities. Value of benefit claims payable at end of year2016-12-31$1,086,265
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$1,198,412
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$421,766,127
Aggregate carrying amount (costs) on sale of assets2016-12-31$402,266,063
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31PRICEWATERHOUSECOOPERS LLP
Accountancy firm EIN2016-12-31134008324
2015 : WINDSTREAM PENSION PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$39,449,133
Total unrealized appreciation/depreciation of assets2015-12-31$39,449,133
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$31,667,651
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$24,380,809
Total income from all sources (including contributions)2015-12-31$8,432,220
Total loss/gain on sale of assets2015-12-31$-42,052,275
Total of all expenses incurred2015-12-31$83,589,794
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$73,798,177
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$0
Value of total assets at end of year2015-12-31$995,713,040
Value of total assets at beginning of year2015-12-31$1,063,583,772
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$9,791,617
Total interest from all sources2015-12-31$21,462,978
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$966,070
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Assets. Real estate other than employer real property at end of year2015-12-31$38,305,768
Assets. Real estate other than employer real property at beginning of year2015-12-31$34,412,670
Administrative expenses professional fees incurred2015-12-31$677,812
Assets. Corporate prefeered stocks other than exployer securities at end of year2015-12-31$1,806,829
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2015-12-31$1,806,829
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$10,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Assets. Other investments not covered elsewhere at end of year2015-12-31$19,921,867
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$17,689,416
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$5,174,402
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$3,651,303
Administrative expenses (other) incurred2015-12-31$4,019,829
Liabilities. Value of operating payables at end of year2015-12-31$30,469,239
Liabilities. Value of operating payables at beginning of year2015-12-31$23,155,074
Total non interest bearing cash at end of year2015-12-31$949
Total non interest bearing cash at beginning of year2015-12-31$739,983
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-75,157,574
Value of net assets at end of year (total assets less liabilities)2015-12-31$964,045,389
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$1,039,202,963
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
Assets. partnership/joint venture interests at end of year2015-12-31$30,671,729
Assets. partnership/joint venture interests at beginning of year2015-12-31$21,915,279
Investment advisory and management fees2015-12-31$4,465,453
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$61,024,082
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$66,732,606
Interest earned on other investments2015-12-31$17,381,487
Income. Interest from US Government securities2015-12-31$2,912,404
Income. Interest from corporate debt instruments2015-12-31$1,128,905
Value of interest in common/collective trusts at end of year2015-12-31$235,503,842
Value of interest in common/collective trusts at beginning of year2015-12-31$330,767,015
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$70,121,276
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$42,440,443
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$42,440,443
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$40,182
Assets. Value of investments in 103.12 investment entities at end of year2015-12-31$81,872,988
Assets. Value of investments in 103.12 investment entities at beginning of year2015-12-31$61,878,911
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$1,051,995
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$1,452,442
Asset value of US Government securities at end of year2015-12-31$281,478,903
Asset value of US Government securities at beginning of year2015-12-31$285,620,432
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-5,708,524
Net investment gain or loss from common/collective trusts2015-12-31$-679,239
Net gain/loss from 103.12 investment entities2015-12-31$-5,005,923
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
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
Assets. Value of employer real property at end of year2015-12-31$76,610,000
Assets. Value of employer real property at beginning of year2015-12-31$81,850,000
Income. Dividends from preferred stock2015-12-31$29,216
Income. Dividends from common stock2015-12-31$936,854
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$73,798,177
Asset. Corporate debt instrument debt (other) at end of year2015-12-31$30,903,183
Asset. Corporate debt instrument debt (other) at beginning of year2015-12-31$34,355,169
Contract administrator fees2015-12-31$628,523
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$61,265,227
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$78,271,274
Liabilities. Value of benefit claims payable at end of year2015-12-31$1,198,412
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$1,225,735
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$572,993,346
Aggregate carrying amount (costs) on sale of assets2015-12-31$615,045,621
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31PRICEWATERHOUSECOOPERS LLP
Accountancy firm EIN2015-12-31134008324
2014 : WINDSTREAM PENSION PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$110,785,257
Total unrealized appreciation/depreciation of assets2014-12-31$110,785,257
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$24,380,809
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$6,108,941
Total income from all sources (including contributions)2014-12-31$163,387,742
Total loss/gain on sale of assets2014-12-31$6,400,464
Total of all expenses incurred2014-12-31$162,476,481
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$151,237,216
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$8,265,902
Value of total assets at end of year2014-12-31$1,063,583,772
Value of total assets at beginning of year2014-12-31$1,044,400,643
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$11,239,265
Total income from rents2014-12-31$2,931,775
Total interest from all sources2014-12-31$14,311,506
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$1,071,115
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Assets. Real estate other than employer real property at end of year2014-12-31$34,412,670
Assets. Real estate other than employer real property at beginning of year2014-12-31$40,188,718
Administrative expenses professional fees incurred2014-12-31$4,751,518
Assets. Corporate prefeered stocks other than exployer securities at end of year2014-12-31$1,806,829
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2014-12-31$1,806,829
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$10,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Assets. Other investments not covered elsewhere at end of year2014-12-31$17,689,416
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$-24,054,272
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$3,651,303
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$3,810,452
Administrative expenses (other) incurred2014-12-31$4,395,602
Liabilities. Value of operating payables at end of year2014-12-31$23,155,074
Liabilities. Value of operating payables at beginning of year2014-12-31$4,847,766
Total non interest bearing cash at end of year2014-12-31$739,983
Total non interest bearing cash at beginning of year2014-12-31$3,011
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
Income. Non cash contributions2014-12-31$8,265,902
Value of net income/loss2014-12-31$911,261
Value of net assets at end of year (total assets less liabilities)2014-12-31$1,039,202,963
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$1,038,291,702
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
Assets. partnership/joint venture interests at end of year2014-12-31$21,915,279
Assets. partnership/joint venture interests at beginning of year2014-12-31$12,648,470
Investment advisory and management fees2014-12-31$1,446,373
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$66,732,606
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$59,437,888
Interest earned on other investments2014-12-31$6,097,438
Income. Interest from US Government securities2014-12-31$3,498,774
Income. Interest from corporate debt instruments2014-12-31$4,702,642
Value of interest in common/collective trusts at end of year2014-12-31$330,767,015
Value of interest in common/collective trusts at beginning of year2014-12-31$323,639,139
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$42,440,443
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$37,005,995
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$37,005,995
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$12,652
Assets. Value of investments in 103.12 investment entities at end of year2014-12-31$61,878,911
Assets. Value of investments in 103.12 investment entities at beginning of year2014-12-31$60,238,927
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$1,452,442
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$1,874,938
Asset value of US Government securities at end of year2014-12-31$285,620,432
Asset value of US Government securities at beginning of year2014-12-31$234,437,437
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-1,705,282
Net investment gain or loss from common/collective trusts2014-12-31$19,687,021
Net gain/loss from 103.12 investment entities2014-12-31$1,639,984
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
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
Assets. Invements in employer securities at beginning of year2014-12-31$26,334,000
Assets. Value of employer real property at end of year2014-12-31$81,850,000
Employer contributions (assets) at beginning of year2014-12-31$80,850,000
Income. Dividends from preferred stock2014-12-31$36,728
Income. Dividends from common stock2014-12-31$1,034,387
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$151,237,216
Asset. Corporate debt instrument debt (other) at end of year2014-12-31$34,355,169
Asset. Corporate debt instrument debt (other) at beginning of year2014-12-31$94,519,170
Contract administrator fees2014-12-31$645,772
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$78,271,274
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$91,659,941
Liabilities. Value of benefit claims payable at end of year2014-12-31$1,225,735
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$1,261,175
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$494,865,932
Aggregate carrying amount (costs) on sale of assets2014-12-31$488,465,468
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31PRICEWATERHOUSECOOPERS LLP
Accountancy firm EIN2014-12-31134008324
2013 : WINDSTREAM PENSION PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$-57,229,184
Total unrealized appreciation/depreciation of assets2013-12-31$-57,229,184
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$6,108,941
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$9,127,967
Total income from all sources (including contributions)2013-12-31$99,688,579
Total loss/gain on sale of assets2013-12-31$27,611,436
Total of all expenses incurred2013-12-31$85,844,382
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$77,865,327
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$80,850,000
Value of total assets at end of year2013-12-31$1,044,400,643
Value of total assets at beginning of year2013-12-31$1,033,575,472
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$7,979,055
Total interest from all sources2013-12-31$11,976,718
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$3,601,775
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Assets. Real estate other than employer real property at end of year2013-12-31$40,188,718
Assets. Real estate other than employer real property at beginning of year2013-12-31$35,959,827
Administrative expenses professional fees incurred2013-12-31$634,329
Assets. Corporate prefeered stocks other than exployer securities at end of year2013-12-31$1,806,829
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2013-12-31$8,826,882
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$10,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Assets. Other investments not covered elsewhere at end of year2013-12-31$-24,054,272
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$2,318,612
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$3,810,452
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$3,406,476
Other income not declared elsewhere2013-12-31$-3,562,112
Administrative expenses (other) incurred2013-12-31$2,146,935
Liabilities. Value of operating payables at end of year2013-12-31$4,847,766
Liabilities. Value of operating payables at beginning of year2013-12-31$7,848,634
Total non interest bearing cash at end of year2013-12-31$3,011
Total non interest bearing cash at beginning of year2013-12-31$6,174
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
Income. Non cash contributions2013-12-31$80,850,000
Value of net income/loss2013-12-31$13,844,197
Value of net assets at end of year (total assets less liabilities)2013-12-31$1,038,291,702
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$1,024,447,505
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
Assets. partnership/joint venture interests at end of year2013-12-31$12,648,470
Assets. partnership/joint venture interests at beginning of year2013-12-31$8,435,118
Investment advisory and management fees2013-12-31$4,607,253
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$59,437,888
Interest earned on other investments2013-12-31$2,633,778
Income. Interest from US Government securities2013-12-31$3,563,284
Income. Interest from corporate debt instruments2013-12-31$5,760,641
Value of interest in common/collective trusts at end of year2013-12-31$323,639,139
Value of interest in common/collective trusts at beginning of year2013-12-31$81,689,911
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$37,005,995
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$280,172,918
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$280,172,918
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$19,015
Assets. Value of investments in 103.12 investment entities at end of year2013-12-31$60,238,927
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$1,874,938
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$2,323,279
Asset value of US Government securities at end of year2013-12-31$234,437,437
Asset value of US Government securities at beginning of year2013-12-31$141,565,893
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$2,738,927
Net investment gain or loss from common/collective trusts2013-12-31$33,701,019
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
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
Assets. Invements in employer securities at end of year2013-12-31$26,334,000
Employer contributions (assets) at end of year2013-12-31$80,850,000
Employer contributions (assets) at beginning of year2013-12-31$27,758,513
Income. Dividends from preferred stock2013-12-31$152,892
Income. Dividends from common stock2013-12-31$3,448,883
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$77,865,327
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$94,519,170
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$92,522,599
Contract administrator fees2013-12-31$590,538
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$91,659,941
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$348,589,270
Liabilities. Value of benefit claims payable at end of year2013-12-31$1,261,175
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$1,279,333
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$1,345,460,164
Aggregate carrying amount (costs) on sale of assets2013-12-31$1,317,848,728
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31PRICEWATERHOUSECOOPERS LLP
Accountancy firm EIN2013-12-31134008324
2012 : WINDSTREAM PENSION PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$50,209,934
Total unrealized appreciation/depreciation of assets2012-12-31$50,209,934
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$9,127,967
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$4,125,356
Total income from all sources (including contributions)2012-12-31$157,977,064
Total loss/gain on sale of assets2012-12-31$33,863,635
Total of all expenses incurred2012-12-31$79,635,300
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$70,644,068
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$27,758,513
Value of total assets at end of year2012-12-31$1,033,575,472
Value of total assets at beginning of year2012-12-31$950,231,097
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$8,991,232
Total interest from all sources2012-12-31$17,850,495
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$9,888,413
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$0
Assets. Real estate other than employer real property at end of year2012-12-31$35,959,827
Assets. Real estate other than employer real property at beginning of year2012-12-31$32,107,517
Administrative expenses professional fees incurred2012-12-31$837,220
Assets. Corporate prefeered stocks other than exployer securities at end of year2012-12-31$8,826,882
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2012-12-31$7,745,382
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$10,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Assets. Other investments not covered elsewhere at end of year2012-12-31$2,318,612
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$1,604,821
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$3,406,476
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$5,737,116
Administrative expenses (other) incurred2012-12-31$1,992,310
Liabilities. Value of operating payables at end of year2012-12-31$7,848,634
Liabilities. Value of operating payables at beginning of year2012-12-31$2,837,314
Total non interest bearing cash at end of year2012-12-31$6,174
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
Income. Non cash contributions2012-12-31$27,758,513
Value of net income/loss2012-12-31$78,341,764
Value of net assets at end of year (total assets less liabilities)2012-12-31$1,024,447,505
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$946,105,741
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
Assets. partnership/joint venture interests at end of year2012-12-31$8,435,118
Assets. partnership/joint venture interests at beginning of year2012-12-31$1,334,408
Investment advisory and management fees2012-12-31$5,591,683
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$1,714,149
Interest earned on other investments2012-12-31$3,090,348
Income. Interest from US Government securities2012-12-31$1,428,136
Income. Interest from corporate debt instruments2012-12-31$13,254,995
Value of interest in common/collective trusts at end of year2012-12-31$81,689,911
Value of interest in common/collective trusts at beginning of year2012-12-31$90,691,346
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$280,172,918
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$68,334,841
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$68,334,841
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$77,016
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$2,323,279
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$2,756,903
Asset value of US Government securities at end of year2012-12-31$141,565,893
Asset value of US Government securities at beginning of year2012-12-31$93,144,387
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$-74,743
Net investment gain or loss from common/collective trusts2012-12-31$18,480,817
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
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$27,758,513
Income. Dividends from preferred stock2012-12-31$446,984
Income. Dividends from common stock2012-12-31$9,441,429
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$70,644,068
Asset. Corporate debt instrument debt (other) at end of year2012-12-31$92,522,599
Asset. Corporate debt instrument debt (other) at beginning of year2012-12-31$230,800,365
Contract administrator fees2012-12-31$570,019
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$348,589,270
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$414,259,862
Liabilities. Value of benefit claims payable at end of year2012-12-31$1,279,333
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$1,288,042
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$821,902,535
Aggregate carrying amount (costs) on sale of assets2012-12-31$788,038,900
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31PRICEWATERHOUSECOOPERS LLP
Accountancy firm EIN2012-12-31134008324
2011 : WINDSTREAM PENSION PLAN 2011 401k financial data
Unrealized appreciation/depreciation of real estate assets2011-12-31$1,651,445
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-27,044,820
Total unrealized appreciation/depreciation of assets2011-12-31$-25,393,375
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$4,125,356
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$4,773,721
Total income from all sources (including contributions)2011-12-31$95,416,291
Total loss/gain on sale of assets2011-12-31$23,068,630
Total of all expenses incurred2011-12-31$77,673,851
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$71,047,493
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$75,170,573
Value of total assets at end of year2011-12-31$950,231,097
Value of total assets at beginning of year2011-12-31$933,137,022
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$6,626,358
Total interest from all sources2011-12-31$13,665,546
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$8,904,917
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Assets. Real estate other than employer real property at end of year2011-12-31$33,441,925
Administrative expenses professional fees incurred2011-12-31$772,783
Assets. Corporate prefeered stocks other than exployer securities at end of year2011-12-31$7,745,382
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2011-12-31$7,219,745
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$10,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Assets. Other investments not covered elsewhere at end of year2011-12-31$1,604,821
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$1,728,075
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$5,737,116
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$5,236,710
Administrative expenses (other) incurred2011-12-31$1,388,225
Liabilities. Value of operating payables at end of year2011-12-31$2,837,314
Liabilities. Value of operating payables at beginning of year2011-12-31$3,446,615
Total non interest bearing cash at beginning of year2011-12-31$124,396
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$17,742,440
Value of net assets at end of year (total assets less liabilities)2011-12-31$946,105,741
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$928,363,301
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
Assets. partnership/joint venture interests at beginning of year2011-12-31$1,097,686
Investment advisory and management fees2011-12-31$3,799,536
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$1,714,149
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$601,602
Interest earned on other investments2011-12-31$919,111
Income. Interest from US Government securities2011-12-31$3,383,179
Income. Interest from corporate debt instruments2011-12-31$9,099,563
Value of interest in common/collective trusts at end of year2011-12-31$90,691,346
Value of interest in common/collective trusts at beginning of year2011-12-31$238,315,927
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$68,334,841
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$27,826,996
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$27,826,996
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$263,693
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$2,756,903
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$3,278,347
Asset value of US Government securities at end of year2011-12-31$93,144,387
Asset value of US Government securities at beginning of year2011-12-31$113,031,810
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
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$75,170,573
Employer contributions (assets) at beginning of year2011-12-31$60,564,000
Income. Dividends from preferred stock2011-12-31$437,022
Income. Dividends from common stock2011-12-31$8,467,895
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$71,047,493
Asset. Corporate debt instrument debt (other) at end of year2011-12-31$230,800,365
Asset. Corporate debt instrument debt (other) at beginning of year2011-12-31$129,850,533
Contract administrator fees2011-12-31$665,814
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$414,259,862
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$344,261,195
Liabilities. Value of benefit claims payable at end of year2011-12-31$1,288,042
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$1,327,106
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$1,420,168,602
Aggregate carrying amount (costs) on sale of assets2011-12-31$1,397,099,972
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31PRICEWATERHOUSECOOPERS LLP
Accountancy firm EIN2011-12-31134008324
2010 : WINDSTREAM PENSION PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$70,849,982
Total unrealized appreciation/depreciation of assets2010-12-31$70,849,982
Total transfer of assets to this plan2010-12-31$11,990,329
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$4,773,721
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$11,123,037
Total income from all sources (including contributions)2010-12-31$163,158,892
Total loss/gain on sale of assets2010-12-31$12,463,185
Total of all expenses incurred2010-12-31$69,366,321
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$64,296,715
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$60,564,000
Value of total assets at end of year2010-12-31$933,137,022
Value of total assets at beginning of year2010-12-31$833,703,438
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$5,069,606
Total interest from all sources2010-12-31$14,011,175
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$5,270,550
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$676,180
Assets. Corporate prefeered stocks other than exployer securities at end of year2010-12-31$7,219,745
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2010-12-31$4,221,230
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$10,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Assets. Other investments not covered elsewhere at end of year2010-12-31$1,728,075
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$1,452,555
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$5,236,710
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$4,251,935
Administrative expenses (other) incurred2010-12-31$1,056,198
Liabilities. Value of operating payables at end of year2010-12-31$3,446,615
Liabilities. Value of operating payables at beginning of year2010-12-31$9,780,215
Total non interest bearing cash at end of year2010-12-31$124,396
Total non interest bearing cash at beginning of year2010-12-31$8,025,249
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$93,792,571
Value of net assets at end of year (total assets less liabilities)2010-12-31$928,363,301
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$822,580,401
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
Assets. partnership/joint venture interests at end of year2010-12-31$1,097,686
Assets. partnership/joint venture interests at beginning of year2010-12-31$533,656
Investment advisory and management fees2010-12-31$3,337,228
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$601,602
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$2,367,351
Interest earned on other investments2010-12-31$798,621
Income. Interest from US Government securities2010-12-31$2,545,177
Income. Interest from corporate debt instruments2010-12-31$10,423,857
Value of interest in common/collective trusts at end of year2010-12-31$238,315,927
Value of interest in common/collective trusts at beginning of year2010-12-31$270,809,293
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$27,826,996
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$243,520
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$3,278,347
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$3,815,088
Asset value of US Government securities at end of year2010-12-31$113,031,810
Asset value of US Government securities at beginning of year2010-12-31$79,172,322
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
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$60,564,000
Employer contributions (assets) at end of year2010-12-31$60,564,000
Employer contributions (assets) at beginning of year2010-12-31$41,000,000
Income. Dividends from preferred stock2010-12-31$277,882
Income. Dividends from common stock2010-12-31$4,992,668
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$64,296,715
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$129,850,533
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$219,067,840
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$344,261,195
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$198,986,919
Liabilities. Value of benefit claims payable at end of year2010-12-31$1,327,106
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$1,342,822
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$599,715,256
Aggregate carrying amount (costs) on sale of assets2010-12-31$587,252,071
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31PRICEWATERHOUSECOOPERS LLP
Accountancy firm EIN2010-12-31134008324
2009 : WINDSTREAM PENSION PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for WINDSTREAM PENSION PLAN

2019: WINDSTREAM PENSION PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: WINDSTREAM PENSION PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: WINDSTREAM PENSION PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: WINDSTREAM PENSION PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: WINDSTREAM PENSION PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: WINDSTREAM PENSION PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: WINDSTREAM PENSION PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: WINDSTREAM PENSION PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: WINDSTREAM PENSION PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: WINDSTREAM PENSION PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: WINDSTREAM PENSION PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract numberGAC 87 ASSN 0
Policy instance 1
Insurance contract or identification numberGAC 87 ASSN 0
Number of Individuals Covered26
Insurance policy start date2019-01-01
Insurance policy end date2019-11-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?Yes
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
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract numberGAC 87 ASSN 0
Policy instance 1
Insurance contract or identification numberGAC 87 ASSN 0
Number of Individuals Covered53
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?Yes
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
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract numberGAC 87 ASSN 0
Policy instance 1
Insurance contract or identification numberGAC 87 ASSN 0
Number of Individuals Covered56
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?Yes
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
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract numberGAC 87 ASSN 0
Policy instance 1
Insurance contract or identification numberGAC 87 ASSN 0
Number of Individuals Covered66
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?Yes
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
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract numberGAC 87 ASSN 0
Policy instance 1
Insurance contract or identification numberGAC 87 ASSN 0
Number of Individuals Covered74
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?Yes
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
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract numberGAC 87
Policy instance 1
Insurance contract or identification numberGAC 87
Number of Individuals Covered81
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?Yes
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
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract numberGAC 87
Policy instance 1
Insurance contract or identification numberGAC 87
Number of Individuals Covered93
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract numberGAC 87
Policy instance 1
Insurance contract or identification numberGAC 87
Number of Individuals Covered94
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract numberGAC 87 ASSN 0
Policy instance 1
Insurance contract or identification numberGAC 87 ASSN 0
Number of Individuals Covered119
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

Potentially related plans

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

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

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

See full terms and conditions

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