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THE PENSION PLAN FOR INSURANCE ORGANIZATIONS 401k Plan overview

Plan NameTHE PENSION PLAN FOR INSURANCE ORGANIZATIONS
Plan identification number 001

THE PENSION PLAN FOR INSURANCE ORGANIZATIONS Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.

401k Sponsoring company profile

NAMED FIDUCIARIES OF THE PENSION PLAN FOR INSURANCE ORGANIZATIONS has sponsored the creation of one or more 401k plans.

Company Name:NAMED FIDUCIARIES OF THE PENSION PLAN FOR INSURANCE ORGANIZATIONS
Employer identification number (EIN):270131295
NAIC Classification:524210
NAIC Description:Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE PENSION PLAN FOR INSURANCE ORGANIZATIONS

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01KENENTH GERAGHTY KENENTH GERAGHTY2018-09-28
0012016-01-01KENNETH GERAGHTY KENNETH GERAGHTY2017-10-14
0012015-01-01KENNETH GERAGHTY KENNETH GERAGHTY2016-10-17
0012014-01-01KENNETH GERAGHTY KENNETH GERAGHTY2015-10-14
0012013-01-01KENNETH GERAGHTY KENNETH GERAGHTY2014-10-15
0012012-01-01KENNETH GERAGHTY KENNETH GERAGHTY2013-10-15
0012011-01-01KENNETH GERAGHTY KENNETH GERAGHTY2012-10-15
0012009-01-01KENNETH GERAGHTY KENNETH GERAGHTY2010-10-15
0012009-01-01KENNETH GERAGHTY
0012009-01-01KENNETH GERAGHTY KENNETH GERAGHTY2010-10-15
0012009-01-01KENNETH GERAGHTY KENNETH GERAGHTY2010-10-15
0012009-01-01

Plan Statistics for THE PENSION PLAN FOR INSURANCE ORGANIZATIONS

401k plan membership statisitcs for THE PENSION PLAN FOR INSURANCE ORGANIZATIONS

Measure Date Value
2023: THE PENSION PLAN FOR INSURANCE ORGANIZATIONS 2023 401k membership
Total participants, beginning-of-year2023-01-017,900
Total number of active participants reported on line 7a of the Form 55002023-01-011,804
Number of retired or separated participants receiving benefits2023-01-013,949
Number of other retired or separated participants entitled to future benefits2023-01-011,735
Total of all active and inactive participants2023-01-017,488
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-01422
Total participants2023-01-017,910
Number of participants with account balances2023-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-0129
2022: THE PENSION PLAN FOR INSURANCE ORGANIZATIONS 2022 401k membership
Market value of plan assets2022-12-311,366,694,465
Acturial value of plan assets2022-12-311,299,329,938
Funding target for retired participants and beneficiaries receiving payment2022-12-31537,056,502
Number of terminated vested participants2022-12-311,959
Fundng target for terminated vested participants2022-12-31122,560,956
Active participant vested funding target2022-12-31213,395,753
Number of active participants2022-12-311,721
Total funding liabilities for active participants2022-12-31221,370,076
Total participant count2022-12-318,018
Total funding target for all participants2022-12-31880,987,534
Balance at beginning of prior year after applicable adjustments2022-12-3173,106,680
Prefunding balance at beginning of prior year after applicable adjustments2022-12-31200,319,280
Carryover balanced portion elected for use to offset prior years funding requirement2022-12-310
Prefunding balanced used to offset prior years funding requirement2022-12-310
Amount remaining of carryover balance2022-12-3173,106,680
Amount remaining of prefunding balance2022-12-31200,319,280
Present value of excess contributions2022-12-3123,455,787
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-3124,757,583
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-12-3124,500,000
Reductions in caryover balances due to elections or deemed elections2022-12-310
Reductions in prefunding balances due to elections or deemed elections2022-12-310
Balance of carryovers at beginning of current year2022-12-3179,510,825
Balance of prefunding at beginning of current year2022-12-31242,367,249
Total employer contributions2022-12-3125,468,173
Contributions allocated toward unpaid minimum require contributions from prior years2022-12-310
Contributions made to avoid restrictions adjusted to valuation date2022-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-12-3124,095,086
Unpaid minimum required contributions for all prior years2022-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-12-310
Remaining amount of unpaid minimum required contributions2022-12-310
Minimum required contributions for current year target normal cost2022-12-3117,735,424
Net shortfall amortization installment of oustanding balance2022-12-310
Waiver amortization installment2022-12-310
Total funding amount beforereflecting carryover/prefunding balances2022-12-310
Carryover balance elected to use to offset funding requirement2022-12-310
Prefunding balance elected to use to offset funding requirement2022-12-310
Additional cash requirement2022-12-310
Contributions allocatedtoward minimum required contributions for current year2022-12-3124,095,086
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
Total participants, beginning-of-year2022-01-017,998
Total number of active participants reported on line 7a of the Form 55002022-01-011,678
Number of retired or separated participants receiving benefits2022-01-013,919
Number of other retired or separated participants entitled to future benefits2022-01-011,819
Total of all active and inactive participants2022-01-017,416
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-01433
Total participants2022-01-017,849
Number of participants with account balances2022-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0121
2021: THE PENSION PLAN FOR INSURANCE ORGANIZATIONS 2021 401k membership
Market value of plan assets2021-12-311,295,631,223
Acturial value of plan assets2021-12-311,174,962,387
Funding target for retired participants and beneficiaries receiving payment2021-12-31525,747,419
Number of terminated vested participants2021-12-312,030
Fundng target for terminated vested participants2021-12-31121,815,331
Active participant vested funding target2021-12-31211,599,245
Number of active participants2021-12-311,806
Total funding liabilities for active participants2021-12-31219,373,811
Total participant count2021-12-318,165
Total funding target for all participants2021-12-31866,936,561
Balance at beginning of prior year after applicable adjustments2021-12-3164,644,690
Prefunding balance at beginning of prior year after applicable adjustments2021-12-31162,100,345
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-310
Prefunding balanced used to offset prior years funding requirement2021-12-310
Amount remaining of carryover balance2021-12-3164,644,690
Amount remaining of prefunding balance2021-12-31162,100,345
Present value of excess contributions2021-12-3116,304,919
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-3117,175,602
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-3117,000,000
Reductions in caryover balances due to elections or deemed elections2021-12-310
Reductions in prefunding balances due to elections or deemed elections2021-12-310
Balance of carryovers at beginning of current year2021-12-3173,106,680
Balance of prefunding at beginning of current year2021-12-31200,319,280
Total employer contributions2021-12-3124,851,284
Total employee contributions2021-12-310
Contributions made to avoid restrictions adjusted to valuation date2021-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-3123,455,787
Minimum required contributions for current year target normal cost2021-12-3117,070,473
Net shortfall amortization installment of oustanding balance2021-12-310
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-310
Carryover balance elected to use to offset funding requirement2021-12-310
Prefunding balance elected to use to offset funding requirement2021-12-310
Additional cash requirement2021-12-310
Contributions allocatedtoward minimum required contributions for current year2021-12-3123,455,787
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
Total participants, beginning-of-year2021-01-018,134
Total number of active participants reported on line 7a of the Form 55002021-01-011,710
Number of retired or separated participants receiving benefits2021-01-013,885
Number of other retired or separated participants entitled to future benefits2021-01-011,970
Total of all active and inactive participants2021-01-017,565
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-01415
Total participants2021-01-017,980
Number of participants with account balances2021-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0128
2020: THE PENSION PLAN FOR INSURANCE ORGANIZATIONS 2020 401k membership
Market value of plan assets2020-12-311,201,161,277
Acturial value of plan assets2020-12-311,129,791,018
Funding target for retired participants and beneficiaries receiving payment2020-12-31546,429,882
Number of terminated vested participants2020-12-312,140
Fundng target for terminated vested participants2020-12-31125,976,646
Active participant vested funding target2020-12-31215,208,532
Number of active participants2020-12-311,887
Total funding liabilities for active participants2020-12-31223,619,428
Total participant count2020-12-318,369
Total funding target for all participants2020-12-31896,025,956
Balance at beginning of prior year after applicable adjustments2020-12-3152,565,206
Prefunding balance at beginning of prior year after applicable adjustments2020-12-31131,810,331
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-310
Prefunding balanced used to offset prior years funding requirement2020-12-310
Amount remaining of carryover balance2020-12-3152,565,206
Amount remaining of prefunding balance2020-12-31131,810,331
Present value of excess contributions2020-12-3114,166,606
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-3114,944,353
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-310
Reductions in caryover balances due to elections or deemed elections2020-12-310
Reductions in prefunding balances due to elections or deemed elections2020-12-310
Balance of carryovers at beginning of current year2020-12-3164,644,690
Balance of prefunding at beginning of current year2020-12-31162,100,345
Total employer contributions2020-12-3127,021,147
Total employee contributions2020-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-310
Contributions made to avoid restrictions adjusted to valuation date2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-3125,598,964
Unpaid minimum required contributions for all prior years2020-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-3116,314,073
Net shortfall amortization installment of oustanding balance2020-12-310
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-319,294,046
Carryover balance elected to use to offset funding requirement2020-12-310
Prefunding balance elected to use to offset funding requirement2020-12-310
Additional cash requirement2020-12-319,294,046
Contributions allocatedtoward minimum required contributions for current year2020-12-3125,598,964
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
Total participants, beginning-of-year2020-01-018,380
Total number of active participants reported on line 7a of the Form 55002020-01-011,802
Number of retired or separated participants receiving benefits2020-01-013,851
Number of other retired or separated participants entitled to future benefits2020-01-012,071
Total of all active and inactive participants2020-01-017,724
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-01393
Total participants2020-01-018,117
Number of participants with account balances2020-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0117
2019: THE PENSION PLAN FOR INSURANCE ORGANIZATIONS 2019 401k membership
Market value of plan assets2019-12-311,028,750,867
Acturial value of plan assets2019-12-311,084,314,371
Funding target for retired participants and beneficiaries receiving payment2019-12-31529,368,085
Number of terminated vested participants2019-12-312,285
Fundng target for terminated vested participants2019-12-31131,238,492
Active participant vested funding target2019-12-31213,411,745
Number of active participants2019-12-311,998
Total funding liabilities for active participants2019-12-31221,084,503
Total participant count2019-12-318,542
Total funding target for all participants2019-12-31881,691,080
Balance at beginning of prior year after applicable adjustments2019-12-3155,968,064
Prefunding balance at beginning of prior year after applicable adjustments2019-12-31128,631,102
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 balance2019-12-3155,968,064
Amount remaining of prefunding balance2019-12-31128,631,102
Present value of excess contributions2019-12-3131,121,397
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-3132,882,867
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-3111,000,000
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 year2019-12-3152,565,206
Balance of prefunding at beginning of current year2019-12-31131,810,331
Total employer contributions2019-12-3115,034,088
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 date2019-12-3114,166,606
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 cost2019-12-3116,996,653
Net shortfall amortization installment of oustanding balance2019-12-310
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-310
Carryover balance elected to use to offset funding requirement2019-12-310
Prefunding balance elected to use to offset funding requirement2019-12-310
Additional cash requirement2019-12-310
Contributions allocatedtoward minimum required contributions for current year2019-12-3114,166,606
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
Total participants, beginning-of-year2019-01-018,554
Total number of active participants reported on line 7a of the Form 55002019-01-011,879
Number of retired or separated participants receiving benefits2019-01-013,903
Number of other retired or separated participants entitled to future benefits2019-01-012,178
Total of all active and inactive participants2019-01-017,960
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-01411
Total participants2019-01-018,371
Number of participants with account balances2019-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0124
2018: THE PENSION PLAN FOR INSURANCE ORGANIZATIONS 2018 401k membership
Market value of plan assets2018-12-311,184,393,638
Acturial value of plan assets2018-12-311,109,831,473
Funding target for retired participants and beneficiaries receiving payment2018-12-31528,101,811
Number of terminated vested participants2018-12-312,582
Fundng target for terminated vested participants2018-12-31144,930,979
Active participant vested funding target2018-12-31228,052,783
Number of active participants2018-12-312,147
Total funding liabilities for active participants2018-12-31234,471,481
Total participant count2018-12-319,142
Total funding target for all participants2018-12-31907,504,271
Balance at beginning of prior year after applicable adjustments2018-12-3148,655,189
Prefunding balance at beginning of prior year after applicable adjustments2018-12-3193,567,854
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 balance2018-12-3148,655,189
Amount remaining of prefunding balance2018-12-3193,567,854
Present value of excess contributions2018-12-3125,749,770
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-3127,256,132
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-3121,000,000
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 year2018-12-3155,968,064
Balance of prefunding at beginning of current year2018-12-31128,631,102
Total employer contributions2018-12-3133,025,125
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 date2018-12-3131,121,397
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 cost2018-12-3116,809,464
Net shortfall amortization installment of oustanding balance2018-12-310
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-310
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-310
Additional cash requirement2018-12-310
Contributions allocatedtoward minimum required contributions for current year2018-12-3131,121,397
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-018,917
Total number of active participants reported on line 7a of the Form 55002018-01-011,981
Number of retired or separated participants receiving benefits2018-01-013,863
Number of other retired or separated participants entitled to future benefits2018-01-012,323
Total of all active and inactive participants2018-01-018,167
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-01428
Total participants2018-01-018,595
Number of participants with account balances2018-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0122
2017: THE PENSION PLAN FOR INSURANCE ORGANIZATIONS 2017 401k membership
Market value of plan assets2017-12-311,063,452,968
Acturial value of plan assets2017-12-311,071,877,444
Funding target for retired participants and beneficiaries receiving payment2017-12-31492,434,911
Number of terminated vested participants2017-12-312,693
Fundng target for terminated vested participants2017-12-31137,004,098
Active participant vested funding target2017-12-31223,462,865
Number of active participants2017-12-312,243
Total funding liabilities for active participants2017-12-31230,345,744
Total participant count2017-12-319,274
Total funding target for all participants2017-12-31859,784,753
Balance at beginning of prior year after applicable adjustments2017-12-3144,942,905
Prefunding balance at beginning of prior year after applicable adjustments2017-12-3165,183,682
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-310
Amount remaining of carryover balance2017-12-3144,942,905
Amount remaining of prefunding balance2017-12-3165,183,682
Present value of excess contributions2017-12-3121,795,374
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-3123,111,815
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-3123,000,000
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 year2017-12-3148,655,189
Balance of prefunding at beginning of current year2017-12-3193,567,854
Total employer contributions2017-12-3127,507,617
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 date2017-12-3125,749,770
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Minimum required contributions for current year target normal cost2017-12-3117,150,471
Net shortfall amortization installment of oustanding balance2017-12-310
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-310
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-310
Additional cash requirement2017-12-310
Contributions allocatedtoward minimum required contributions for current year2017-12-3125,749,770
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-019,264
Total number of active participants reported on line 7a of the Form 55002017-01-012,125
Number of retired or separated participants receiving benefits2017-01-013,989
Number of other retired or separated participants entitled to future benefits2017-01-012,615
Total of all active and inactive participants2017-01-018,729
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-01400
Total participants2017-01-019,129
Number of participants with account balances2017-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0130
2016: THE PENSION PLAN FOR INSURANCE ORGANIZATIONS 2016 401k membership
Market value of plan assets2016-12-311,022,556,516
Acturial value of plan assets2016-12-311,065,717,946
Funding target for retired participants and beneficiaries receiving payment2016-12-31471,219,584
Number of terminated vested participants2016-12-312,775
Fundng target for terminated vested participants2016-12-31130,479,459
Active participant vested funding target2016-12-31223,597,200
Number of active participants2016-12-312,353
Total funding liabilities for active participants2016-12-31230,621,517
Total participant count2016-12-319,439
Total funding target for all participants2016-12-31832,320,560
Balance at beginning of prior year after applicable adjustments2016-12-3145,548,703
Prefunding balance at beginning of prior year after applicable adjustments2016-12-3144,975,939
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-310
Amount remaining of carryover balance2016-12-3145,548,703
Amount remaining of prefunding balance2016-12-3144,975,939
Present value of excess contributions2016-12-3120,068,268
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-3121,320,528
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-3120,805,923
Reductions in caryover balances due to elections or deemed elections2016-12-310
Reductions in prefunding balances due to elections or deemed elections2016-12-310
Balance of carryovers at beginning of current year2016-12-3144,942,905
Balance of prefunding at beginning of current year2016-12-3165,183,682
Total employer contributions2016-12-3123,320,423
Total employee contributions2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-3121,795,375
Minimum required contributions for current year target normal cost2016-12-3116,473,145
Net shortfall amortization installment of oustanding balance2016-12-310
Waiver amortization installment2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-310
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-310
Contributions allocatedtoward minimum required contributions for current year2016-12-3121,795,375
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-019,418
Total number of active participants reported on line 7a of the Form 55002016-01-012,220
Number of retired or separated participants receiving benefits2016-01-013,950
Number of other retired or separated participants entitled to future benefits2016-01-012,705
Total of all active and inactive participants2016-01-018,875
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-01392
Total participants2016-01-019,267
Number of participants with account balances2016-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0138
2015: THE PENSION PLAN FOR INSURANCE ORGANIZATIONS 2015 401k membership
Total participants, beginning-of-year2015-01-019,888
Total number of active participants reported on line 7a of the Form 55002015-01-012,342
Number of retired or separated participants receiving benefits2015-01-013,929
Number of other retired or separated participants entitled to future benefits2015-01-012,806
Total of all active and inactive participants2015-01-019,077
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-01387
Total participants2015-01-019,464
Number of participants with account balances2015-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0148
2014: THE PENSION PLAN FOR INSURANCE ORGANIZATIONS 2014 401k membership
Total participants, beginning-of-year2014-01-0110,393
Total number of active participants reported on line 7a of the Form 55002014-01-012,670
Number of retired or separated participants receiving benefits2014-01-014,071
Number of other retired or separated participants entitled to future benefits2014-01-013,052
Total of all active and inactive participants2014-01-019,793
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-01397
Total participants2014-01-0110,190
Number of participants with account balances2014-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0123
2013: THE PENSION PLAN FOR INSURANCE ORGANIZATIONS 2013 401k membership
Total participants, beginning-of-year2013-01-0110,508
Total number of active participants reported on line 7a of the Form 55002013-01-012,759
Number of retired or separated participants receiving benefits2013-01-014,010
Number of other retired or separated participants entitled to future benefits2013-01-013,214
Total of all active and inactive participants2013-01-019,983
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-01392
Total participants2013-01-0110,375
Number of participants with account balances2013-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0131
2012: THE PENSION PLAN FOR INSURANCE ORGANIZATIONS 2012 401k membership
Total participants, beginning-of-year2012-01-0110,668
Total number of active participants reported on line 7a of the Form 55002012-01-012,949
Number of retired or separated participants receiving benefits2012-01-013,942
Number of other retired or separated participants entitled to future benefits2012-01-013,240
Total of all active and inactive participants2012-01-0110,131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-01381
Total participants2012-01-0110,512
Number of participants with account balances2012-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0131
2011: THE PENSION PLAN FOR INSURANCE ORGANIZATIONS 2011 401k membership
Total participants, beginning-of-year2011-01-0110,797
Total number of active participants reported on line 7a of the Form 55002011-01-013,153
Number of retired or separated participants receiving benefits2011-01-013,848
Number of other retired or separated participants entitled to future benefits2011-01-013,284
Total of all active and inactive participants2011-01-0110,285
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-01356
Total participants2011-01-0110,641
Number of participants with account balances2011-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0125
2009: THE PENSION PLAN FOR INSURANCE ORGANIZATIONS 2009 401k membership
Total participants, beginning-of-year2009-01-0111,594
Total number of active participants reported on line 7a of the Form 55002009-01-013,446
Number of retired or separated participants receiving benefits2009-01-013,783
Number of other retired or separated participants entitled to future benefits2009-01-013,481
Total of all active and inactive participants2009-01-0110,710
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-01305
Total participants2009-01-0111,015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0162

Financial Data on THE PENSION PLAN FOR INSURANCE ORGANIZATIONS

Measure Date Value
2023 : THE PENSION PLAN FOR INSURANCE ORGANIZATIONS 2023 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2023-12-31$19,930,515
Total unrealized appreciation/depreciation of assets2023-12-31$19,930,515
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$337,384
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$345,710
Total income from all sources (including contributions)2023-12-31$151,208,671
Total loss/gain on sale of assets2023-12-31$-9,997,473
Total of all expenses incurred2023-12-31$65,647,185
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$60,912,672
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$24,213,860
Value of total assets at end of year2023-12-31$1,124,297,553
Value of total assets at beginning of year2023-12-31$1,038,744,393
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$4,734,513
Total interest from all sources2023-12-31$5,008,194
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$5,021,426
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$5,021,426
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$2,000,000
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-12-31$1,391,909
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-12-31$945,408
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2023-12-31$337,384
Other income not declared elsewhere2023-12-31$-1,075,002
Administrative expenses (other) incurred2023-12-31$780,688
Liabilities. Value of operating payables at beginning of year2023-12-31$345,710
Total non interest bearing cash at end of year2023-12-31$10,686,577
Total non interest bearing cash at beginning of year2023-12-31$1,592,028
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$85,561,486
Value of net assets at end of year (total assets less liabilities)2023-12-31$1,123,960,169
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$1,038,398,683
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Investment advisory and management fees2023-12-31$1,088,974
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$330,647,492
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$315,827,601
Value of interest in pooled separate accounts at end of year2023-12-31$373,814,822
Value of interest in pooled separate accounts at beginning of year2023-12-31$336,768,194
Income. Interest from US Government securities2023-12-31$5,008,194
Value of interest in common/collective trusts at end of year2023-12-31$28,166,851
Value of interest in common/collective trusts at beginning of year2023-12-31$25,408,242
Asset value of US Government securities at end of year2023-12-31$379,372,169
Asset value of US Government securities at beginning of year2023-12-31$357,951,473
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$65,557,045
Net investment gain/loss from pooled separate accounts2023-12-31$42,550,106
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31Yes
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$24,213,860
Employer contributions (assets) at end of year2023-12-31$217,733
Employer contributions (assets) at beginning of year2023-12-31$251,447
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$60,912,672
Contract administrator fees2023-12-31$-103,940
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Aggregate proceeds on sale of assets2023-12-31$54,917,975
Aggregate carrying amount (costs) on sale of assets2023-12-31$64,915,448
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2023-12-31410746749
2022 : THE PENSION PLAN FOR INSURANCE ORGANIZATIONS 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-84,201,183
Total unrealized appreciation/depreciation of assets2022-12-31$-84,201,183
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$345,710
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$641,960
Total income from all sources (including contributions)2022-12-31$-249,383,302
Total loss/gain on sale of assets2022-12-31$-16,179,497
Total of all expenses incurred2022-12-31$65,342,131
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$60,374,811
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$25,656,197
Value of total assets at end of year2022-12-31$1,038,744,393
Value of total assets at beginning of year2022-12-31$1,353,766,076
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$4,967,320
Total interest from all sources2022-12-31$5,258,691
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$5,314,272
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$5,314,272
Administrative expenses professional fees incurred2022-12-31$1,639,061
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$2,000,000
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$945,408
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$876,272
Other income not declared elsewhere2022-12-31$-247,410
Administrative expenses (other) incurred2022-12-31$705,584
Liabilities. Value of operating payables at end of year2022-12-31$345,710
Liabilities. Value of operating payables at beginning of year2022-12-31$641,960
Total non interest bearing cash at end of year2022-12-31$1,592,028
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-314,725,433
Value of net assets at end of year (total assets less liabilities)2022-12-31$1,038,398,683
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$1,353,124,116
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$1,597,091
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$315,827,601
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$427,525,548
Value of interest in pooled separate accounts at end of year2022-12-31$336,768,194
Value of interest in pooled separate accounts at beginning of year2022-12-31$431,743,564
Income. Interest from US Government securities2022-12-31$5,258,691
Value of interest in common/collective trusts at end of year2022-12-31$25,408,242
Value of interest in common/collective trusts at beginning of year2022-12-31$39,158,931
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$2,731,919
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$2,731,919
Asset value of US Government securities at end of year2022-12-31$357,951,473
Asset value of US Government securities at beginning of year2022-12-31$451,480,326
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-71,012,217
Net investment gain/loss from pooled separate accounts2022-12-31$-105,221,466
Net investment gain or loss from common/collective trusts2022-12-31$-8,750,689
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$25,656,197
Employer contributions (assets) at end of year2022-12-31$251,447
Employer contributions (assets) at beginning of year2022-12-31$249,516
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$60,374,811
Contract administrator fees2022-12-31$1,025,584
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Aggregate proceeds on sale of assets2022-12-31$179,914,224
Aggregate carrying amount (costs) on sale of assets2022-12-31$196,093,721
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2022-12-31410746749
2021 : THE PENSION PLAN FOR INSURANCE ORGANIZATIONS 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$-685,694
Total unrealized appreciation/depreciation of assets2021-12-31$-685,694
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$641,960
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$272,029
Total income from all sources (including contributions)2021-12-31$134,752,761
Total loss/gain on sale of assets2021-12-31$-9,999,011
Total of all expenses incurred2021-12-31$64,884,359
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$60,084,400
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$23,129,185
Value of total assets at end of year2021-12-31$1,353,766,076
Value of total assets at beginning of year2021-12-31$1,283,527,743
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$4,799,959
Total interest from all sources2021-12-31$4,160,884
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$5,523,983
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$5,523,983
Administrative expenses professional fees incurred2021-12-31$1,757,208
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$2,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$876,272
Other income not declared elsewhere2021-12-31$136,180
Administrative expenses (other) incurred2021-12-31$548,400
Liabilities. Value of operating payables at end of year2021-12-31$641,960
Liabilities. Value of operating payables at beginning of year2021-12-31$272,029
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$69,868,402
Value of net assets at end of year (total assets less liabilities)2021-12-31$1,353,124,116
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$1,283,255,714
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$1,612,601
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$427,525,548
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$415,860,625
Value of interest in pooled separate accounts at end of year2021-12-31$431,743,564
Value of interest in pooled separate accounts at beginning of year2021-12-31$831,967,899
Income. Interest from US Government securities2021-12-31$4,103,363
Income. Interest from corporate debt instruments2021-12-31$57,521
Value of interest in common/collective trusts at end of year2021-12-31$39,158,931
Value of interest in common/collective trusts at beginning of year2021-12-31$35,365,642
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$2,731,919
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$31,623
Asset value of US Government securities at end of year2021-12-31$451,480,326
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$97,753,299
Net investment gain/loss from pooled separate accounts2021-12-31$5,940,646
Net investment gain or loss from common/collective trusts2021-12-31$8,793,289
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$23,129,185
Employer contributions (assets) at end of year2021-12-31$249,516
Employer contributions (assets) at beginning of year2021-12-31$333,577
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$60,052,777
Contract administrator fees2021-12-31$881,750
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Aggregate proceeds on sale of assets2021-12-31$558,821,493
Aggregate carrying amount (costs) on sale of assets2021-12-31$568,820,504
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2021-12-31410746749
2020 : THE PENSION PLAN FOR INSURANCE ORGANIZATIONS 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets2020-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$0
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$272,029
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$435,416
Total income from all sources (including contributions)2020-12-31$176,545,845
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$85,025,133
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$81,006,578
Value of total corrective distributions2020-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$23,735,689
Value of total assets at end of year2020-12-31$1,283,527,743
Value of total assets at beginning of year2020-12-31$1,192,170,418
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$4,018,555
Total income from rents2020-12-31$0
Total interest from all sources2020-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$6,243,485
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$6,243,485
Administrative expenses professional fees incurred2020-12-31$1,882,566
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$2,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Amount of non-exempt transactions with any party-in-interest2020-12-31$0
Contributions received from participants2020-12-31$0
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$0
Other income not declared elsewhere2020-12-31$192,654
Administrative expenses (other) incurred2020-12-31$537,769
Liabilities. Value of operating payables at end of year2020-12-31$272,029
Liabilities. Value of operating payables at beginning of year2020-12-31$435,416
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$91,520,712
Value of net assets at end of year (total assets less liabilities)2020-12-31$1,283,255,714
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$1,191,735,002
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2020-12-31$0
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2020-12-31$0
Investment advisory and management fees2020-12-31$684,934
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$415,860,625
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$382,245,798
Value of interest in pooled separate accounts at end of year2020-12-31$831,967,899
Value of interest in pooled separate accounts at beginning of year2020-12-31$773,923,539
Income. Interest from loans (other than to participants)2020-12-31$0
Interest earned on other investments2020-12-31$0
Income. Interest from US Government securities2020-12-31$0
Income. Interest from corporate debt instruments2020-12-31$0
Value of interest in common/collective trusts at end of year2020-12-31$35,365,642
Value of interest in common/collective trusts at beginning of year2020-12-31$35,726,761
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$23,110,785
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$54,377,862
Net investment gain/loss from pooled separate accounts2020-12-31$92,357,275
Net investment gain or loss from common/collective trusts2020-12-31$-361,120
Net gain/loss from 103.12 investment entities2020-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$23,735,689
Employer contributions (assets) at end of year2020-12-31$333,577
Employer contributions (assets) at beginning of year2020-12-31$274,320
Income. Dividends from preferred stock2020-12-31$0
Income. Dividends from common stock2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$57,895,793
Contract administrator fees2020-12-31$913,286
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$0
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$0
Aggregate carrying amount (costs) on sale of assets2020-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2020-12-31$0
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2020-12-31410746749
2019 : THE PENSION PLAN FOR INSURANCE ORGANIZATIONS 2019 401k financial data
Unrealized appreciation/depreciation of real estate assets2019-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$16
Total unrealized appreciation/depreciation of assets2019-12-31$16
Total transfer of assets to this plan2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$435,416
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$720,875
Expenses. Interest paid2019-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022019-12-31$0
Total income from all sources (including contributions)2019-12-31$248,069,553
Total loss/gain on sale of assets2019-12-31$3,192,017
Total of all expenses incurred2019-12-31$70,439,474
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$65,238,735
Value of total corrective distributions2019-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$20,068,386
Value of total assets at end of year2019-12-31$1,192,170,418
Value of total assets at beginning of year2019-12-31$1,014,825,798
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$5,200,739
Total income from rents2019-12-31$0
Total interest from all sources2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$6,812,607
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$6,723,517
Administrative expenses professional fees incurred2019-12-31$3,219,836
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$2,000,000
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
Amount of non-exempt transactions with any party-in-interest2019-12-31$0
Contributions received from participants2019-12-31$0
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Other income not declared elsewhere2019-12-31$338,565
Administrative expenses (other) incurred2019-12-31$732,965
Liabilities. Value of operating payables at end of year2019-12-31$435,416
Liabilities. Value of operating payables at beginning of year2019-12-31$720,875
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
Income. Non cash contributions2019-12-31$0
Value of net income/loss2019-12-31$177,630,079
Value of net assets at end of year (total assets less liabilities)2019-12-31$1,191,735,002
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$1,014,104,923
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2019-12-31$0
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2019-12-31$0
Investment advisory and management fees2019-12-31$415,970
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$382,245,798
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$284,653,566
Value of interest in pooled separate accounts at end of year2019-12-31$773,923,539
Value of interest in pooled separate accounts at beginning of year2019-12-31$678,079,256
Income. Interest from loans (other than to participants)2019-12-31$0
Interest earned on other investments2019-12-31$0
Income. Interest from US Government securities2019-12-31$0
Income. Interest from corporate debt instruments2019-12-31$0
Value of interest in common/collective trusts at end of year2019-12-31$35,726,761
Value of interest in common/collective trusts at beginning of year2019-12-31$32,808,273
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$8,598,808
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$78,068,536
Net investment gain/loss from pooled separate accounts2019-12-31$131,920,938
Net investment gain or loss from common/collective trusts2019-12-31$7,668,488
Net gain/loss from 103.12 investment entities2019-12-31$0
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
Contributions received in cash from employer2019-12-31$20,068,386
Employer contributions (assets) at end of year2019-12-31$274,320
Employer contributions (assets) at beginning of year2019-12-31$242,233
Income. Dividends from preferred stock2019-12-31$0
Income. Dividends from common stock2019-12-31$89,090
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$56,639,927
Contract administrator fees2019-12-31$831,968
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$19,042,470
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$0
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$23,374,314
Aggregate carrying amount (costs) on sale of assets2019-12-31$20,182,297
Liabilities. Value of acquisition indebtedness at beginning of year2019-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2019-12-31410746749
2018 : THE PENSION PLAN FOR INSURANCE ORGANIZATIONS 2018 401k financial data
Unrealized appreciation/depreciation of real estate assets2018-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-3,524,815
Total unrealized appreciation/depreciation of assets2018-12-31$-3,524,815
Total transfer of assets to this plan2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$720,875
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$663,896
Expenses. Interest paid2018-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022018-12-31$0
Total income from all sources (including contributions)2018-12-31$-31,555,052
Total loss/gain on sale of assets2018-12-31$-663,227
Total of all expenses incurred2018-12-31$119,565,840
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$114,341,078
Value of total corrective distributions2018-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$37,688,909
Value of total assets at end of year2018-12-31$1,014,825,798
Value of total assets at beginning of year2018-12-31$1,165,889,711
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$5,224,762
Total income from rents2018-12-31$0
Total interest from all sources2018-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$6,766,062
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$6,307,151
Administrative expenses professional fees incurred2018-12-31$2,829,098
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$2,000,000
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
Amount of non-exempt transactions with any party-in-interest2018-12-31$0
Contributions received from participants2018-12-31$0
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$0
Other income not declared elsewhere2018-12-31$140,878
Administrative expenses (other) incurred2018-12-31$1,109,637
Liabilities. Value of operating payables at end of year2018-12-31$720,875
Liabilities. Value of operating payables at beginning of year2018-12-31$663,896
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$0
Value of net income/loss2018-12-31$-151,120,892
Value of net assets at end of year (total assets less liabilities)2018-12-31$1,014,104,923
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$1,165,225,815
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2018-12-31$0
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2018-12-31$0
Assets. partnership/joint venture interests at end of year2018-12-31$0
Assets. partnership/joint venture interests at beginning of year2018-12-31$289,055
Investment advisory and management fees2018-12-31$511,770
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$284,653,566
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$367,097,107
Value of interest in pooled separate accounts at end of year2018-12-31$678,079,256
Value of interest in pooled separate accounts at beginning of year2018-12-31$732,366,303
Income. Interest from loans (other than to participants)2018-12-31$0
Interest earned on other investments2018-12-31$0
Income. Interest from US Government securities2018-12-31$0
Income. Interest from corporate debt instruments2018-12-31$0
Value of interest in common/collective trusts at end of year2018-12-31$32,808,273
Value of interest in common/collective trusts at beginning of year2018-12-31$35,748,737
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$55,011,951
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-22,484,931
Net investment gain/loss from pooled separate accounts2018-12-31$-48,252,464
Net investment gain or loss from common/collective trusts2018-12-31$-1,225,464
Net gain/loss from 103.12 investment entities2018-12-31$0
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
Contributions received in cash from employer2018-12-31$37,688,909
Employer contributions (assets) at end of year2018-12-31$242,233
Employer contributions (assets) at beginning of year2018-12-31$1,204,162
Income. Dividends from preferred stock2018-12-31$0
Income. Dividends from common stock2018-12-31$458,911
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$59,329,127
Contract administrator fees2018-12-31$774,257
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$19,042,470
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$29,184,347
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$0
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$20,375,122
Aggregate carrying amount (costs) on sale of assets2018-12-31$21,038,349
Liabilities. Value of acquisition indebtedness at beginning of year2018-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2018-12-31410746749
2017 : THE PENSION PLAN FOR INSURANCE ORGANIZATIONS 2017 401k financial data
Unrealized appreciation/depreciation of real estate assets2017-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$2,160,457
Total unrealized appreciation/depreciation of assets2017-12-31$2,160,457
Total transfer of assets to this plan2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$663,896
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$667,874
Expenses. Interest paid2017-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022017-12-31$0
Total income from all sources (including contributions)2017-12-31$163,737,738
Total loss/gain on sale of assets2017-12-31$-26,217
Total of all expenses incurred2017-12-31$61,588,552
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$55,706,718
Value of total corrective distributions2017-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$8,805,074
Value of total assets at end of year2017-12-31$1,165,889,711
Value of total assets at beginning of year2017-12-31$1,063,744,503
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$5,881,834
Total income from rents2017-12-31$0
Total interest from all sources2017-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$7,102,340
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$6,576,299
Administrative expenses professional fees incurred2017-12-31$2,916,248
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$2,000,000
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
Amount of non-exempt transactions with any party-in-interest2017-12-31$0
Contributions received from participants2017-12-31$0
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$0
Other income not declared elsewhere2017-12-31$87,742
Administrative expenses (other) incurred2017-12-31$1,303,803
Liabilities. Value of operating payables at end of year2017-12-31$663,896
Liabilities. Value of operating payables at beginning of year2017-12-31$667,874
Total non interest bearing cash at beginning of year2017-12-31$6,342
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
Income. Non cash contributions2017-12-31$0
Value of net income/loss2017-12-31$102,149,186
Value of net assets at end of year (total assets less liabilities)2017-12-31$1,165,225,815
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$1,063,076,629
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2017-12-31$0
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2017-12-31$0
Assets. partnership/joint venture interests at end of year2017-12-31$289,055
Assets. partnership/joint venture interests at beginning of year2017-12-31$466,188
Investment advisory and management fees2017-12-31$503,561
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$367,097,107
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$367,833,951
Value of interest in pooled separate accounts at end of year2017-12-31$732,366,303
Value of interest in pooled separate accounts at beginning of year2017-12-31$641,078,882
Income. Interest from loans (other than to participants)2017-12-31$0
Interest earned on other investments2017-12-31$0
Income. Interest from US Government securities2017-12-31$0
Income. Interest from corporate debt instruments2017-12-31$0
Value of interest in common/collective trusts at end of year2017-12-31$35,748,737
Value of interest in common/collective trusts at beginning of year2017-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$33,209
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$60,647,589
Net investment gain/loss from pooled separate accounts2017-12-31$83,712,016
Net investment gain or loss from common/collective trusts2017-12-31$1,248,737
Net gain/loss from 103.12 investment entities2017-12-31$0
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
Contributions received in cash from employer2017-12-31$8,805,074
Employer contributions (assets) at end of year2017-12-31$1,204,162
Employer contributions (assets) at beginning of year2017-12-31$15,975,348
Income. Dividends from preferred stock2017-12-31$0
Income. Dividends from common stock2017-12-31$526,041
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$55,673,509
Contract administrator fees2017-12-31$1,158,222
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$29,184,347
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$38,383,792
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$0
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 appraiser2017-12-31Yes
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$23,727,434
Aggregate carrying amount (costs) on sale of assets2017-12-31$23,753,651
Liabilities. Value of acquisition indebtedness at beginning of year2017-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2017-12-31410746749
2016 : THE PENSION PLAN FOR INSURANCE ORGANIZATIONS 2016 401k financial data
Unrealized appreciation/depreciation of real estate assets2016-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$7,043,959
Total unrealized appreciation/depreciation of assets2016-12-31$7,043,959
Total transfer of assets to this plan2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$667,874
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$836,768
Expenses. Interest paid2016-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022016-12-31$0
Total income from all sources (including contributions)2016-12-31$105,713,917
Total loss/gain on sale of assets2016-12-31$-300,737
Total of all expenses incurred2016-12-31$64,643,284
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$58,236,438
Value of total corrective distributions2016-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$23,320,423
Value of total assets at end of year2016-12-31$1,063,744,503
Value of total assets at beginning of year2016-12-31$1,022,842,764
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$6,406,846
Total income from rents2016-12-31$0
Total interest from all sources2016-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$8,575,992
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$7,364,128
Administrative expenses professional fees incurred2016-12-31$3,495,831
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$2,000,000
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
Amount of non-exempt transactions with any party-in-interest2016-12-31$0
Contributions received from participants2016-12-31$0
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$0
Other income not declared elsewhere2016-12-31$125,195
Administrative expenses (other) incurred2016-12-31$841,709
Liabilities. Value of operating payables at end of year2016-12-31$667,874
Liabilities. Value of operating payables at beginning of year2016-12-31$836,768
Total non interest bearing cash at end of year2016-12-31$6,342
Total non interest bearing cash at beginning of year2016-12-31$5,090
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
Income. Non cash contributions2016-12-31$0
Value of net income/loss2016-12-31$41,070,633
Value of net assets at end of year (total assets less liabilities)2016-12-31$1,063,076,629
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$1,022,005,996
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2016-12-31$0
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2016-12-31$0
Assets. partnership/joint venture interests at end of year2016-12-31$466,188
Assets. partnership/joint venture interests at beginning of year2016-12-31$467,812
Investment advisory and management fees2016-12-31$892,325
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$367,833,951
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$266,955,761
Value of interest in pooled separate accounts at end of year2016-12-31$641,078,882
Value of interest in pooled separate accounts at beginning of year2016-12-31$616,778,901
Income. Interest from loans (other than to participants)2016-12-31$0
Interest earned on other investments2016-12-31$0
Income. Interest from US Government securities2016-12-31$0
Income. Interest from corporate debt instruments2016-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$3,209,221
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$30,235,327
Net investment gain/loss from pooled separate accounts2016-12-31$36,713,758
Net investment gain or loss from common/collective trusts2016-12-31$0
Net gain/loss from 103.12 investment entities2016-12-31$0
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
Contributions received in cash from employer2016-12-31$23,320,423
Employer contributions (assets) at end of year2016-12-31$15,975,348
Employer contributions (assets) at beginning of year2016-12-31$13,937,830
Income. Dividends from preferred stock2016-12-31$0
Income. Dividends from common stock2016-12-31$1,211,864
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$55,027,217
Asset. Corporate debt instrument debt (other) at beginning of year2016-12-31$7,555
Contract administrator fees2016-12-31$1,176,981
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$38,383,792
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$124,689,815
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$0
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 appraiser2016-12-31Yes
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$124,498,784
Aggregate carrying amount (costs) on sale of assets2016-12-31$124,799,521
Liabilities. Value of acquisition indebtedness at beginning of year2016-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31BDO USA, LLP
Accountancy firm EIN2016-12-31135381590
2015 : THE PENSION PLAN FOR INSURANCE ORGANIZATIONS 2015 401k financial data
Unrealized appreciation/depreciation of real estate assets2015-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-4,829,053
Total unrealized appreciation/depreciation of assets2015-12-31$-4,829,053
Total transfer of assets to this plan2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$836,768
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$1,210,816
Expenses. Interest paid2015-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022015-12-31$0
Total income from all sources (including contributions)2015-12-31$9,820,821
Total loss/gain on sale of assets2015-12-31$-1,327,077
Total of all expenses incurred2015-12-31$89,107,424
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$81,762,713
Value of total corrective distributions2015-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$21,513,727
Value of total assets at end of year2015-12-31$1,022,842,764
Value of total assets at beginning of year2015-12-31$1,102,503,415
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$7,344,711
Total income from rents2015-12-31$0
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$8,284,061
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$6,707,184
Administrative expenses professional fees incurred2015-12-31$4,373,315
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$2,000,000
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
Amount of non-exempt transactions with any party-in-interest2015-12-31$0
Contributions received from participants2015-12-31$0
Participant contributions at end of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$159,822
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$179,943
Other income not declared elsewhere2015-12-31$1,091,459
Administrative expenses (other) incurred2015-12-31$810,778
Liabilities. Value of operating payables at end of year2015-12-31$836,768
Liabilities. Value of operating payables at beginning of year2015-12-31$1,030,873
Total non interest bearing cash at end of year2015-12-31$5,090
Total non interest bearing cash at beginning of year2015-12-31$7,777
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
Income. Non cash contributions2015-12-31$0
Value of net income/loss2015-12-31$-79,286,603
Value of net assets at end of year (total assets less liabilities)2015-12-31$1,022,005,996
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$1,101,292,599
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2015-12-31$0
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2015-12-31$0
Assets. partnership/joint venture interests at end of year2015-12-31$467,812
Assets. partnership/joint venture interests at beginning of year2015-12-31$535,896
Investment advisory and management fees2015-12-31$1,379,296
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$266,955,761
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$4,770,304
Value of interest in pooled separate accounts at end of year2015-12-31$616,778,901
Value of interest in pooled separate accounts at beginning of year2015-12-31$902,574,190
Income. Interest from loans (other than to participants)2015-12-31$0
Interest earned on other investments2015-12-31$0
Income. Interest from US Government securities2015-12-31$0
Income. Interest from corporate debt instruments2015-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$26,473,884
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$3,228,774
Net investment gain/loss from pooled separate accounts2015-12-31$-18,141,070
Net investment gain or loss from common/collective trusts2015-12-31$0
Net gain/loss from 103.12 investment entities2015-12-31$0
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
Contributions received in cash from employer2015-12-31$21,513,727
Employer contributions (assets) at end of year2015-12-31$13,937,830
Employer contributions (assets) at beginning of year2015-12-31$16,379,374
Income. Dividends from preferred stock2015-12-31$0
Income. Dividends from common stock2015-12-31$1,576,877
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$55,288,829
Asset. Corporate debt instrument debt (other) at end of year2015-12-31$7,555
Contract administrator fees2015-12-31$781,322
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$124,689,815
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$178,076,052
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$0
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 appraiser2015-12-31Yes
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$151,431,092
Aggregate carrying amount (costs) on sale of assets2015-12-31$152,758,169
Liabilities. Value of acquisition indebtedness at beginning of year2015-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31BDO USA, LLP
Accountancy firm EIN2015-12-31135381590
2014 : THE PENSION PLAN FOR INSURANCE ORGANIZATIONS 2014 401k financial data
Unrealized appreciation/depreciation of real estate assets2014-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$9,019,289
Total unrealized appreciation/depreciation of assets2014-12-31$9,019,289
Total transfer of assets to this plan2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$1,210,816
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Expenses. Interest paid2014-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022014-12-31$0
Total income from all sources (including contributions)2014-12-31$118,726,230
Total loss/gain on sale of assets2014-12-31$-3,911,498
Total of all expenses incurred2014-12-31$63,713,293
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$57,118,154
Value of total corrective distributions2014-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$23,386,646
Value of total assets at end of year2014-12-31$1,102,503,415
Value of total assets at beginning of year2014-12-31$1,046,279,662
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$6,595,139
Total income from rents2014-12-31$0
Total interest from all sources2014-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$1,537,808
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$757
Administrative expenses professional fees incurred2014-12-31$3,955,902
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$2,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Amount of non-exempt transactions with any party-in-interest2014-12-31$0
Contributions received from participants2014-12-31$0
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$159,822
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$179,943
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$0
Other income not declared elsewhere2014-12-31$-136,115
Administrative expenses (other) incurred2014-12-31$702,918
Liabilities. Value of operating payables at end of year2014-12-31$1,030,873
Liabilities. Value of operating payables at beginning of year2014-12-31$0
Total non interest bearing cash at end of year2014-12-31$7,777
Total non interest bearing cash at beginning of year2014-12-31$10,108
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$0
Value of net income/loss2014-12-31$55,012,937
Value of net assets at end of year (total assets less liabilities)2014-12-31$1,101,292,599
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$1,046,279,662
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2014-12-31$0
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2014-12-31$0
Assets. partnership/joint venture interests at end of year2014-12-31$535,896
Assets. partnership/joint venture interests at beginning of year2014-12-31$1,471,242
Investment advisory and management fees2014-12-31$1,543,045
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$4,770,304
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$0
Value of interest in pooled separate accounts at end of year2014-12-31$902,574,190
Value of interest in pooled separate accounts at beginning of year2014-12-31$788,395,852
Income. Interest from loans (other than to participants)2014-12-31$0
Interest earned on other investments2014-12-31$0
Income. Interest from US Government securities2014-12-31$0
Income. Interest from corporate debt instruments2014-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$12,298,828
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$12,298,828
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$550,017
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$0
Net investment gain/loss from pooled separate accounts2014-12-31$88,830,100
Net investment gain or loss from common/collective trusts2014-12-31$0
Net gain/loss from 103.12 investment entities2014-12-31$0
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
Contributions received in cash from employer2014-12-31$23,386,646
Employer contributions (assets) at end of year2014-12-31$16,379,374
Employer contributions (assets) at beginning of year2014-12-31$14,222,869
Income. Dividends from preferred stock2014-12-31$0
Income. Dividends from common stock2014-12-31$1,537,051
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$56,568,137
Contract administrator fees2014-12-31$393,274
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$178,076,052
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$229,880,763
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$0
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$252,736,801
Aggregate carrying amount (costs) on sale of assets2014-12-31$256,648,299
Liabilities. Value of acquisition indebtedness at beginning of year2014-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31BDO USA, LLP
Accountancy firm EIN2014-12-31135381590
2013 : THE PENSION PLAN FOR INSURANCE ORGANIZATIONS 2013 401k financial data
Unrealized appreciation/depreciation of real estate assets2013-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$50,990,707
Total unrealized appreciation/depreciation of assets2013-12-31$50,990,707
Total transfer of assets to this plan2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$541,960
Expenses. Interest paid2013-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022013-12-31$0
Total income from all sources (including contributions)2013-12-31$163,456,499
Total loss/gain on sale of assets2013-12-31$21,983,156
Total of all expenses incurred2013-12-31$56,854,982
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$51,660,319
Value of total corrective distributions2013-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$23,169,634
Value of total assets at end of year2013-12-31$1,046,279,662
Value of total assets at beginning of year2013-12-31$940,220,105
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$5,194,663
Total income from rents2013-12-31$0
Total interest from all sources2013-12-31$828
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$1,498,377
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$0
Administrative expenses professional fees incurred2013-12-31$2,980,751
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$2,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Amount of non-exempt transactions with any party-in-interest2013-12-31$0
Contributions received from participants2013-12-31$0
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$196
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$0
Other income not declared elsewhere2013-12-31$301,896
Administrative expenses (other) incurred2013-12-31$571,435
Liabilities. Value of operating payables at beginning of year2013-12-31$541,960
Total non interest bearing cash at end of year2013-12-31$10,108
Total non interest bearing cash at beginning of year2013-12-31$13,367
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$0
Value of net income/loss2013-12-31$106,601,517
Value of net assets at end of year (total assets less liabilities)2013-12-31$1,046,279,662
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$939,678,145
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2013-12-31$0
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2013-12-31$0
Assets. partnership/joint venture interests at end of year2013-12-31$1,471,242
Assets. partnership/joint venture interests at beginning of year2013-12-31$1,634,126
Investment advisory and management fees2013-12-31$1,161,381
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$0
Value of interest in pooled separate accounts at end of year2013-12-31$788,395,852
Value of interest in pooled separate accounts at beginning of year2013-12-31$752,664,270
Income. Interest from loans (other than to participants)2013-12-31$0
Interest earned on other investments2013-12-31$0
Income. Interest from US Government securities2013-12-31$0
Income. Interest from corporate debt instruments2013-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$12,298,828
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$8,453,853
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$8,453,853
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$828
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$1,618,802
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$0
Net investment gain/loss from pooled separate accounts2013-12-31$65,511,901
Net investment gain or loss from common/collective trusts2013-12-31$0
Net gain/loss from 103.12 investment entities2013-12-31$0
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
Contributions received in cash from employer2013-12-31$23,169,634
Employer contributions (assets) at end of year2013-12-31$14,222,869
Employer contributions (assets) at beginning of year2013-12-31$18,200,339
Income. Dividends from preferred stock2013-12-31$0
Income. Dividends from common stock2013-12-31$1,498,377
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$50,041,517
Contract administrator fees2013-12-31$481,096
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$229,880,763
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$159,253,954
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$0
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$126,353,892
Aggregate carrying amount (costs) on sale of assets2013-12-31$104,370,736
Liabilities. Value of acquisition indebtedness at beginning of year2013-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31MCGLADREY LLP
Accountancy firm EIN2013-12-31420714325
2012 : THE PENSION PLAN FOR INSURANCE ORGANIZATIONS 2012 401k financial data
Unrealized appreciation/depreciation of real estate assets2012-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$16,158,701
Total unrealized appreciation/depreciation of assets2012-12-31$16,158,701
Total transfer of assets to this plan2012-12-31$0
Total transfer of assets from this plan2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$541,960
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$361,878
Expenses. Interest paid2012-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022012-12-31$0
Total income from all sources (including contributions)2012-12-31$131,577,482
Total loss/gain on sale of assets2012-12-31$5,793,860
Total of all expenses incurred2012-12-31$53,248,013
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$48,585,258
Value of total corrective distributions2012-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$26,728,878
Value of total assets at end of year2012-12-31$940,220,105
Value of total assets at beginning of year2012-12-31$861,710,554
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$4,662,755
Total income from rents2012-12-31$0
Total interest from all sources2012-12-31$963
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$2,010,992
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
Administrative expenses professional fees incurred2012-12-31$2,568,267
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$2,000,000
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
Amount of non-exempt transactions with any party-in-interest2012-12-31$0
Contributions received from participants2012-12-31$0
Participant contributions at end of year2012-12-31$0
Participant contributions at beginning of year2012-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$196
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$112,858
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$0
Other income not declared elsewhere2012-12-31$29,968
Administrative expenses (other) incurred2012-12-31$537,553
Liabilities. Value of operating payables at end of year2012-12-31$541,960
Liabilities. Value of operating payables at beginning of year2012-12-31$361,878
Total non interest bearing cash at end of year2012-12-31$13,367
Total non interest bearing cash at beginning of year2012-12-31$15,296
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$0
Value of net income/loss2012-12-31$78,329,469
Value of net assets at end of year (total assets less liabilities)2012-12-31$939,678,145
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$861,348,676
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2012-12-31$0
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2012-12-31$0
Assets. partnership/joint venture interests at end of year2012-12-31$1,634,126
Assets. partnership/joint venture interests at beginning of year2012-12-31$2,515,273
Investment advisory and management fees2012-12-31$1,535,090
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$0
Value of interest in pooled separate accounts at end of year2012-12-31$752,664,270
Value of interest in pooled separate accounts at beginning of year2012-12-31$619,249,269
Income. Interest from loans (other than to participants)2012-12-31$0
Interest earned on other investments2012-12-31$0
Income. Interest from US Government securities2012-12-31$0
Income. Interest from corporate debt instruments2012-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$8,453,853
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$9,840,058
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$9,840,058
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$963
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$0
Net investment gain/loss from pooled separate accounts2012-12-31$80,854,120
Net investment gain or loss from common/collective trusts2012-12-31$0
Net gain/loss from 103.12 investment entities2012-12-31$0
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
Contributions received in cash from employer2012-12-31$26,728,878
Employer contributions (assets) at end of year2012-12-31$18,200,339
Employer contributions (assets) at beginning of year2012-12-31$101,072,810
Income. Dividends from preferred stock2012-12-31$0
Income. Dividends from common stock2012-12-31$2,010,992
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$48,585,258
Contract administrator fees2012-12-31$21,845
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$159,253,954
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$128,904,990
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$0
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$90,011,028
Aggregate carrying amount (costs) on sale of assets2012-12-31$84,217,168
Liabilities. Value of acquisition indebtedness at beginning of year2012-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31MCGLADREY LLP
Accountancy firm EIN2012-12-31420714325
2011 : THE PENSION PLAN FOR INSURANCE ORGANIZATIONS 2011 401k financial data
Unrealized appreciation/depreciation of real estate assets2011-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-35,268,018
Total unrealized appreciation/depreciation of assets2011-12-31$-35,268,018
Total transfer of assets to this plan2011-12-31$0
Total transfer of assets from this plan2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$361,878
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$441,865
Expenses. Interest paid2011-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022011-12-31$0
Total income from all sources (including contributions)2011-12-31$185,308,420
Total loss/gain on sale of assets2011-12-31$26,979,097
Total of all expenses incurred2011-12-31$51,114,024
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$46,388,600
Value of total corrective distributions2011-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$154,899,597
Value of total assets at end of year2011-12-31$861,710,554
Value of total assets at beginning of year2011-12-31$727,596,145
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$4,725,424
Total income from rents2011-12-31$0
Total interest from all sources2011-12-31$5,336,629
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$777,241
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$0
Administrative expenses professional fees incurred2011-12-31$1,794,553
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$2,000,000
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
Amount of non-exempt transactions with any party-in-interest2011-12-31$0
Contributions received from participants2011-12-31$0
Participant contributions at end of year2011-12-31$0
Participant contributions at beginning of year2011-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$112,858
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$2,730,777
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$0
Other income not declared elsewhere2011-12-31$1,432
Administrative expenses (other) incurred2011-12-31$925,750
Liabilities. Value of operating payables at end of year2011-12-31$361,878
Liabilities. Value of operating payables at beginning of year2011-12-31$441,865
Total non interest bearing cash at end of year2011-12-31$15,296
Total non interest bearing cash at beginning of year2011-12-31$33,154
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
Income. Non cash contributions2011-12-31$0
Value of net income/loss2011-12-31$134,194,396
Value of net assets at end of year (total assets less liabilities)2011-12-31$861,348,676
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$727,154,280
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2011-12-31$0
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2011-12-31$0
Assets. partnership/joint venture interests at end of year2011-12-31$2,515,273
Assets. partnership/joint venture interests at beginning of year2011-12-31$2,598,247
Investment advisory and management fees2011-12-31$1,998,461
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$0
Value of interest in pooled separate accounts at end of year2011-12-31$619,249,269
Value of interest in pooled separate accounts at beginning of year2011-12-31$375,578,240
Income. Interest from loans (other than to participants)2011-12-31$0
Interest earned on other investments2011-12-31$0
Income. Interest from US Government securities2011-12-31$0
Income. Interest from corporate debt instruments2011-12-31$5,336,629
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$9,840,058
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$13,478,218
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$13,478,218
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$346,032
Asset value of US Government securities at beginning of year2011-12-31$24,844,990
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$0
Net investment gain/loss from pooled separate accounts2011-12-31$32,582,442
Net investment gain or loss from common/collective trusts2011-12-31$0
Net gain/loss from 103.12 investment entities2011-12-31$0
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$154,899,597
Employer contributions (assets) at end of year2011-12-31$101,072,810
Employer contributions (assets) at beginning of year2011-12-31$2,421,797
Income. Dividends from preferred stock2011-12-31$0
Income. Dividends from common stock2011-12-31$777,241
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$46,042,568
Asset. Corporate debt instrument debt (other) at beginning of year2011-12-31$166,321,299
Contract administrator fees2011-12-31$6,660
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$128,904,990
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$139,589,423
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$0
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$443,395,096
Aggregate carrying amount (costs) on sale of assets2011-12-31$416,415,999
Liabilities. Value of acquisition indebtedness at beginning of year2011-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31MCGLADREY LLP
Accountancy firm EIN2011-12-31420714325
2010 : THE PENSION PLAN FOR INSURANCE ORGANIZATIONS 2010 401k financial data
Unrealized appreciation/depreciation of real estate assets2010-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$1,189,190
Total unrealized appreciation/depreciation of assets2010-12-31$1,189,190
Total transfer of assets to this plan2010-12-31$0
Total transfer of assets from this plan2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$441,865
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$1,496,139
Expenses. Interest paid2010-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022010-12-31$0
Total income from all sources (including contributions)2010-12-31$141,948,128
Total loss/gain on sale of assets2010-12-31$45,373,195
Total of all expenses incurred2010-12-31$49,389,248
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$44,038,574
Value of total corrective distributions2010-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$47,028,102
Value of total assets at end of year2010-12-31$727,596,145
Value of total assets at beginning of year2010-12-31$636,091,539
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$5,350,674
Total income from rents2010-12-31$0
Total interest from all sources2010-12-31$10,796,290
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$757,276
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$0
Administrative expenses professional fees incurred2010-12-31$2,062,006
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Amount of non-exempt transactions with any party-in-interest2010-12-31$0
Contributions received from participants2010-12-31$0
Participant contributions at end of year2010-12-31$0
Participant contributions at beginning of year2010-12-31$0
Assets. Other investments not covered elsewhere at end of year2010-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$529,955,575
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2010-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$2,730,777
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$3,366,268
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$0
Other income not declared elsewhere2010-12-31$29,531
Administrative expenses (other) incurred2010-12-31$1,499,236
Liabilities. Value of operating payables at end of year2010-12-31$441,865
Liabilities. Value of operating payables at beginning of year2010-12-31$1,496,139
Total non interest bearing cash at end of year2010-12-31$33,154
Total non interest bearing cash at beginning of year2010-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Income. Non cash contributions2010-12-31$0
Value of net income/loss2010-12-31$92,558,880
Value of net assets at end of year (total assets less liabilities)2010-12-31$727,154,280
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$634,595,400
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2010-12-31$0
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2010-12-31$0
Assets. partnership/joint venture interests at end of year2010-12-31$2,598,247
Assets. partnership/joint venture interests at beginning of year2010-12-31$11,375,539
Investment advisory and management fees2010-12-31$1,685,462
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$0
Value of interest in pooled separate accounts at end of year2010-12-31$375,578,240
Value of interest in pooled separate accounts at beginning of year2010-12-31$0
Income. Interest from loans (other than to participants)2010-12-31$0
Interest earned on other investments2010-12-31$0
Income. Interest from US Government securities2010-12-31$242,516
Income. Interest from corporate debt instruments2010-12-31$10,549,826
Value of interest in common/collective trusts at end of year2010-12-31$0
Value of interest in common/collective trusts at beginning of year2010-12-31$90,363,341
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$13,478,218
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$3,948
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$0
Asset value of US Government securities at end of year2010-12-31$24,844,990
Asset value of US Government securities at beginning of year2010-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$0
Net investment gain/loss from pooled separate accounts2010-12-31$35,004,275
Net investment gain or loss from common/collective trusts2010-12-31$1,770,269
Net gain/loss from 103.12 investment entities2010-12-31$0
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$47,028,102
Employer contributions (assets) at end of year2010-12-31$2,421,797
Employer contributions (assets) at beginning of year2010-12-31$1,030,816
Income. Dividends from preferred stock2010-12-31$0
Income. Dividends from common stock2010-12-31$757,276
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$44,038,574
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$166,321,299
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$0
Contract administrator fees2010-12-31$103,970
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$139,589,423
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$0
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$569,246,460
Aggregate carrying amount (costs) on sale of assets2010-12-31$523,873,265
Liabilities. Value of acquisition indebtedness at beginning of year2010-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31MCGLADREY & PULLEN, LLP
Accountancy firm EIN2010-12-31420714325
2009 : THE PENSION PLAN FOR INSURANCE ORGANIZATIONS 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 THE PENSION PLAN FOR INSURANCE ORGANIZATIONS

2023: THE PENSION PLAN FOR INSURANCE ORGANIZATIONS 2023 form 5500 responses
2023-01-01Type of plan entityMulitple employer plan
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: THE PENSION PLAN FOR INSURANCE ORGANIZATIONS 2022 form 5500 responses
2022-01-01Type of plan entityMulitple employer plan
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: THE PENSION PLAN FOR INSURANCE ORGANIZATIONS 2021 form 5500 responses
2021-01-01Type of plan entityMulitple employer plan
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: THE PENSION PLAN FOR INSURANCE ORGANIZATIONS 2020 form 5500 responses
2020-01-01Type of plan entityMulitple employer plan
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: THE PENSION PLAN FOR INSURANCE ORGANIZATIONS 2019 form 5500 responses
2019-01-01Type of plan entityMulitple employer plan
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: THE PENSION PLAN FOR INSURANCE ORGANIZATIONS 2018 form 5500 responses
2018-01-01Type of plan entityMulitple employer plan
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: THE PENSION PLAN FOR INSURANCE ORGANIZATIONS 2017 form 5500 responses
2017-01-01Type of plan entityMulitple employer plan
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: THE PENSION PLAN FOR INSURANCE ORGANIZATIONS 2016 form 5500 responses
2016-01-01Type of plan entityMulitple employer plan
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: THE PENSION PLAN FOR INSURANCE ORGANIZATIONS 2015 form 5500 responses
2015-01-01Type of plan entityMulitple employer plan
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: THE PENSION PLAN FOR INSURANCE ORGANIZATIONS 2014 form 5500 responses
2014-01-01Type of plan entityMulitple employer plan
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: THE PENSION PLAN FOR INSURANCE ORGANIZATIONS 2013 form 5500 responses
2013-01-01Type of plan entityMulitple employer plan
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: THE PENSION PLAN FOR INSURANCE ORGANIZATIONS 2012 form 5500 responses
2012-01-01Type of plan entityMulitple employer plan
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: THE PENSION PLAN FOR INSURANCE ORGANIZATIONS 2011 form 5500 responses
2011-01-01Type of plan entityMulitple employer plan
2011-01-01Submission has been amendedYes
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: THE PENSION PLAN FOR INSURANCE ORGANIZATIONS 2009 form 5500 responses
2009-01-01Type of plan entityMulitple employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number456353
Policy instance 1
Insurance contract or identification number456353
Number of Individuals Covered7910
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number456353
Policy instance 1
Insurance contract or identification number456353
Number of Individuals Covered7878
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number456353
Policy instance 1
Insurance contract or identification number456353
Number of Individuals Covered7980
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number456353
Policy instance 1
Insurance contract or identification number456353
Number of Individuals Covered8117
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number456353
Policy instance 1
Insurance contract or identification number456353
Number of Individuals Covered8371
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number456353
Policy instance 1
Insurance contract or identification number456353
Number of Individuals Covered8595
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number456353
Policy instance 1
Insurance contract or identification number456353
Number of Individuals Covered9129
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number456353
Policy instance 1
Insurance contract or identification number456353
Number of Individuals Covered9464
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number456353
Policy instance 1
Insurance contract or identification number456353
Number of Individuals Covered10190
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number456353
Policy instance 1
Insurance contract or identification number456353
Number of Individuals Covered10375
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
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number456353
Policy instance 1
Insurance contract or identification number456353
Number of Individuals Covered10512
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
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number456353
Policy instance 1
Insurance contract or identification number456353
Number of Individuals Covered10641
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
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number456353
Policy instance 1
Insurance contract or identification number456353
Number of Individuals Covered10859
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
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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