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MARITIME ASSOCIATION - I.L.A PENSION, RETIREMENT, WELFARE AND VACATION FUNDS PENSION PLAN 401k Plan overview

Plan NameMARITIME ASSOCIATION - I.L.A PENSION, RETIREMENT, WELFARE AND VACATION FUNDS PENSION PLAN
Plan identification number 002

MARITIME ASSOCIATION - I.L.A PENSION, RETIREMENT, WELFARE AND VACATION FUNDS PENSION PLAN Benefits

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

401k Sponsoring company profile

MARITIME ASSOCIATION - I.L.A RETIREMENT PENSION, WELFARE AND VACATION has sponsored the creation of one or more 401k plans.

Company Name:MARITIME ASSOCIATION - I.L.A RETIREMENT PENSION, WELFARE AND VACATION
Employer identification number (EIN):741867847
NAIC Classification:488300
NAIC Description: Support Activities for Water Transportation

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MARITIME ASSOCIATION - I.L.A PENSION, RETIREMENT, WELFARE AND VACATION FUNDS PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01
0022022-01-01
0022021-01-01
0022020-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01BRADLEY N. SOMMER
0022016-01-01BRADLEY N. SOMMER
0022015-01-01BRADLEY N. SOMMER
0022014-01-01BRADLEY N. SOMMER
0022013-01-01BRADLEY N. SOMMER BRADLEY N. SOMMER2014-09-10
0022012-01-01BRADLEY N. SOMMER BRADLEY N. SOMMER2013-10-15
0022011-01-01BRADLEY N. SOMMER BRADLEY N. SOMMER2012-10-15
0022009-01-01BRADLEY SOMMER

Plan Statistics for MARITIME ASSOCIATION - I.L.A PENSION, RETIREMENT, WELFARE AND VACATION FUNDS PENSION PLAN

401k plan membership statisitcs for MARITIME ASSOCIATION - I.L.A PENSION, RETIREMENT, WELFARE AND VACATION FUNDS PENSION PLAN

Measure Date Value
2023: MARITIME ASSOCIATION - I.L.A PENSION, RETIREMENT, WELFARE AND VACATION FUNDS PENSION PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-0131
Total number of active participants reported on line 7a of the Form 55002023-01-015
Number of retired or separated participants receiving benefits2023-01-0119
Number of other retired or separated participants entitled to future benefits2023-01-017
Total of all active and inactive participants2023-01-0131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-0131
2022: MARITIME ASSOCIATION - I.L.A PENSION, RETIREMENT, WELFARE AND VACATION FUNDS PENSION PLAN 2022 401k membership
Market value of plan assets2022-12-318,448,080
Acturial value of plan assets2022-12-317,995,714
Funding target for retired participants and beneficiaries receiving payment2022-12-314,134,174
Number of terminated vested participants2022-12-318
Fundng target for terminated vested participants2022-12-31173,712
Active participant vested funding target2022-12-311,767,087
Number of active participants2022-12-315
Total funding liabilities for active participants2022-12-311,843,044
Total participant count2022-12-3132
Total funding target for all participants2022-12-316,150,930
Balance at beginning of prior year after applicable adjustments2022-12-310
Prefunding balance at beginning of prior year after applicable adjustments2022-12-310
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 balance2022-12-310
Amount remaining of prefunding balance2022-12-310
Present value of excess contributions2022-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-12-310
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 year2022-12-310
Balance of prefunding at beginning of current year2022-12-310
Total employer contributions2022-12-310
Total employee contributions2022-12-310
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 date2022-12-310
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 cost2022-12-310
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 year2022-12-310
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
Total participants, beginning-of-year2022-01-0132
Total number of active participants reported on line 7a of the Form 55002022-01-015
Number of retired or separated participants receiving benefits2022-01-0119
Number of other retired or separated participants entitled to future benefits2022-01-017
Total of all active and inactive participants2022-01-0131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-0131
Number of participants with account balances2022-01-010
2021: MARITIME ASSOCIATION - I.L.A PENSION, RETIREMENT, WELFARE AND VACATION FUNDS PENSION PLAN 2021 401k membership
Market value of plan assets2021-12-317,534,646
Acturial value of plan assets2021-12-317,450,530
Funding target for retired participants and beneficiaries receiving payment2021-12-314,177,465
Number of terminated vested participants2021-12-319
Fundng target for terminated vested participants2021-12-31140,477
Active participant vested funding target2021-12-311,668,455
Number of active participants2021-12-315
Total funding liabilities for active participants2021-12-311,738,446
Total participant count2021-12-3132
Total funding target for all participants2021-12-316,056,388
Balance at beginning of prior year after applicable adjustments2021-12-310
Prefunding balance at beginning of prior year after applicable adjustments2021-12-310
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 balance2021-12-310
Amount remaining of prefunding balance2021-12-310
Present value of excess contributions2021-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-310
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 year2021-12-310
Balance of prefunding at beginning of current year2021-12-310
Total employer contributions2021-12-310
Total employee contributions2021-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-310
Contributions made to avoid restrictions adjusted to valuation date2021-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-310
Unpaid minimum required contributions for all prior years2021-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-310
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 year2021-12-310
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
Total participants, beginning-of-year2021-01-0127
Total number of active participants reported on line 7a of the Form 55002021-01-015
Number of retired or separated participants receiving benefits2021-01-0119
Number of other retired or separated participants entitled to future benefits2021-01-018
Total of all active and inactive participants2021-01-0132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-0132
Number of participants with account balances2021-01-010
2020: MARITIME ASSOCIATION - I.L.A PENSION, RETIREMENT, WELFARE AND VACATION FUNDS PENSION PLAN 2020 401k membership
Total participant count2020-12-310
Total funding target for all participants2020-12-310
Balance at beginning of prior year after applicable adjustments2020-12-310
Prefunding balance at beginning of prior year after applicable adjustments2020-12-310
Amount remaining of carryover balance2020-12-310
Amount remaining of prefunding balance2020-12-310
Present value of excess contributions2020-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-310
Balance of carryovers at beginning of current year2020-12-310
Balance of prefunding at beginning of current year2020-12-310
Total employer contributions2020-12-310
Total employee contributions2020-12-310
Unpaid minimum required contributions for all prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-310
Additional cash requirement2020-12-310
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
Market value of plan assets2020-12-317,647,382
Acturial value of plan assets2020-12-317,378,268
Funding target for retired participants and beneficiaries receiving payment2020-12-314,438,544
Number of terminated vested participants2020-12-319
Fundng target for terminated vested participants2020-12-31185,043
Active participant vested funding target2020-12-312,055,592
Number of active participants2020-12-317
Total funding liabilities for active participants2020-12-312,122,890
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
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
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 date2020-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-310
Minimum required contributions for current year target normal cost2020-12-310
Net shortfall amortization installment of oustanding balance2020-12-310
Contributions allocatedtoward minimum required contributions for current year2020-12-310
Total participants, beginning-of-year2020-01-0133
Total number of active participants reported on line 7a of the Form 55002020-01-010
Number of retired or separated participants receiving benefits2020-01-0118
Number of other retired or separated participants entitled to future benefits2020-01-019
Total of all active and inactive participants2020-01-0127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0127
2019: MARITIME ASSOCIATION - I.L.A PENSION, RETIREMENT, WELFARE AND VACATION FUNDS PENSION PLAN 2019 401k membership
Market value of plan assets2019-12-316,824,931
Acturial value of plan assets2019-12-317,130,869
Funding target for retired participants and beneficiaries receiving payment2019-12-314,545,729
Number of terminated vested participants2019-12-319
Fundng target for terminated vested participants2019-12-31189,420
Active participant vested funding target2019-12-312,079,155
Number of active participants2019-12-318
Total funding liabilities for active participants2019-12-312,197,063
Total participant count2019-12-3133
Total funding target for all participants2019-12-316,932,212
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-310
Amount remaining of carryover balance2019-12-310
Amount remaining of prefunding balance2019-12-310
Present value of excess contributions2019-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-310
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-310
Balance of carryovers at beginning of current year2019-12-310
Balance of prefunding at beginning of current year2019-12-310
Total employer contributions2019-12-310
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 date2019-12-310
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-310
Net shortfall amortization installment of oustanding balance2019-12-310
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-310
Additional cash requirement2019-12-310
Contributions allocatedtoward minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
Total participants, beginning-of-year2019-01-0133
Total number of active participants reported on line 7a of the Form 55002019-01-017
Number of retired or separated participants receiving benefits2019-01-0114
Number of other retired or separated participants entitled to future benefits2019-01-019
Total of all active and inactive participants2019-01-0130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-013
Total participants2019-01-0133
2018: MARITIME ASSOCIATION - I.L.A PENSION, RETIREMENT, WELFARE AND VACATION FUNDS PENSION PLAN 2018 401k membership
Market value of plan assets2018-12-317,376,666
Acturial value of plan assets2018-12-317,085,891
Funding target for retired participants and beneficiaries receiving payment2018-12-314,620,212
Number of terminated vested participants2018-12-3110
Fundng target for terminated vested participants2018-12-31173,865
Active participant vested funding target2018-12-311,928,528
Number of active participants2018-12-318
Total funding liabilities for active participants2018-12-312,095,117
Total participant count2018-12-3134
Total funding target for all participants2018-12-316,889,194
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-310
Amount remaining of carryover balance2018-12-310
Amount remaining of prefunding balance2018-12-310
Present value of excess contributions2018-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-310
Balance of carryovers at beginning of current year2018-12-310
Balance of prefunding at beginning of current year2018-12-310
Total employer contributions2018-12-310
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 date2018-12-310
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-310
Net shortfall amortization installment of oustanding balance2018-12-310
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-310
Additional cash requirement2018-12-310
Contributions allocatedtoward minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-0134
Total number of active participants reported on line 7a of the Form 55002018-01-018
Number of retired or separated participants receiving benefits2018-01-0116
Number of other retired or separated participants entitled to future benefits2018-01-019
Total of all active and inactive participants2018-01-0133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0133
Number of participants with account balances2018-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: MARITIME ASSOCIATION - I.L.A PENSION, RETIREMENT, WELFARE AND VACATION FUNDS PENSION PLAN 2017 401k membership
Market value of plan assets2017-12-317,015,573
Acturial value of plan assets2017-12-316,994,990
Funding target for retired participants and beneficiaries receiving payment2017-12-314,647,708
Number of terminated vested participants2017-12-3111
Fundng target for terminated vested participants2017-12-31245,231
Active participant vested funding target2017-12-311,730,186
Number of active participants2017-12-318
Total funding liabilities for active participants2017-12-311,926,270
Total participant count2017-12-3135
Total funding target for all participants2017-12-316,819,209
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-310
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 balance2017-12-310
Amount remaining of prefunding balance2017-12-310
Present value of excess contributions2017-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-310
Reductions in caryover balances due to elections or deemed elections2017-12-310
Reductions in prefunding balances due to elections or deemed elections2017-12-310
Balance of carryovers at beginning of current year2017-12-310
Balance of prefunding at beginning of current year2017-12-310
Total employer contributions2017-12-310
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 date2017-12-310
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-310
Net shortfall amortization installment of oustanding balance2017-12-310
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-310
Additional cash requirement2017-12-310
Contributions allocatedtoward minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-0135
Total number of active participants reported on line 7a of the Form 55002017-01-018
Number of retired or separated participants receiving benefits2017-01-0116
Number of other retired or separated participants entitled to future benefits2017-01-0110
Total of all active and inactive participants2017-01-0134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0134
Number of participants with account balances2017-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: MARITIME ASSOCIATION - I.L.A PENSION, RETIREMENT, WELFARE AND VACATION FUNDS PENSION PLAN 2016 401k membership
Market value of plan assets2016-12-316,829,240
Acturial value of plan assets2016-12-316,962,966
Funding target for retired participants and beneficiaries receiving payment2016-12-314,773,068
Number of terminated vested participants2016-12-3110
Fundng target for terminated vested participants2016-12-31236,256
Active participant vested funding target2016-12-311,651,818
Number of active participants2016-12-319
Total funding liabilities for active participants2016-12-311,831,273
Total participant count2016-12-3135
Total funding target for all participants2016-12-316,840,597
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-310
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 balance2016-12-310
Amount remaining of prefunding balance2016-12-310
Present value of excess contributions2016-12-31129
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-31137
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-310
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 year2016-12-310
Balance of prefunding at beginning of current year2016-12-310
Total employer contributions2016-12-310
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-310
Liquidity shortfalls end of Q12016-12-310
Liquidity shortfalls end of Q22016-12-310
Liquidity shortfalls end of Q32016-12-310
Liquidity shortfalls end of Q42016-12-310
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-310
Net shortfall amortization installment of oustanding balance2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-310
Additional cash requirement2016-12-310
Contributions allocatedtoward minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-0116
Total number of active participants reported on line 7a of the Form 55002016-01-018
Number of retired or separated participants receiving benefits2016-01-0116
Number of other retired or separated participants entitled to future benefits2016-01-0111
Total of all active and inactive participants2016-01-0135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0135
Number of participants with account balances2016-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: MARITIME ASSOCIATION - I.L.A PENSION, RETIREMENT, WELFARE AND VACATION FUNDS PENSION PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0136
Total number of active participants reported on line 7a of the Form 55002015-01-019
Number of retired or separated participants receiving benefits2015-01-0116
Number of other retired or separated participants entitled to future benefits2015-01-0110
Total of all active and inactive participants2015-01-0135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: MARITIME ASSOCIATION - I.L.A PENSION, RETIREMENT, WELFARE AND VACATION FUNDS PENSION PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0136
Total number of active participants reported on line 7a of the Form 55002014-01-019
Number of retired or separated participants receiving benefits2014-01-0114
Number of other retired or separated participants entitled to future benefits2014-01-0113
Total of all active and inactive participants2014-01-0136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0136
2013: MARITIME ASSOCIATION - I.L.A PENSION, RETIREMENT, WELFARE AND VACATION FUNDS PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0137
Total number of active participants reported on line 7a of the Form 55002013-01-0110
Number of retired or separated participants receiving benefits2013-01-0113
Number of other retired or separated participants entitled to future benefits2013-01-0113
Total of all active and inactive participants2013-01-0136
Total participants2013-01-0136
2012: MARITIME ASSOCIATION - I.L.A PENSION, RETIREMENT, WELFARE AND VACATION FUNDS PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0136
Total number of active participants reported on line 7a of the Form 55002012-01-0112
Number of retired or separated participants receiving benefits2012-01-0112
Number of other retired or separated participants entitled to future benefits2012-01-0113
Total of all active and inactive participants2012-01-0137
Total participants2012-01-0137
2011: MARITIME ASSOCIATION - I.L.A PENSION, RETIREMENT, WELFARE AND VACATION FUNDS PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0136
Total number of active participants reported on line 7a of the Form 55002011-01-0114
Number of retired or separated participants receiving benefits2011-01-0110
Number of other retired or separated participants entitled to future benefits2011-01-0112
Total of all active and inactive participants2011-01-0136
Total participants2011-01-0136
2009: MARITIME ASSOCIATION - I.L.A PENSION, RETIREMENT, WELFARE AND VACATION FUNDS PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0137
Total number of active participants reported on line 7a of the Form 55002009-01-0114
Number of retired or separated participants receiving benefits2009-01-0110
Number of other retired or separated participants entitled to future benefits2009-01-0113
Total of all active and inactive participants2009-01-0137
Total participants2009-01-0137

Financial Data on MARITIME ASSOCIATION - I.L.A PENSION, RETIREMENT, WELFARE AND VACATION FUNDS PENSION PLAN

Measure Date Value
2023 : MARITIME ASSOCIATION - I.L.A PENSION, RETIREMENT, WELFARE AND VACATION FUNDS PENSION PLAN 2023 401k financial data
Total income from all sources2023-12-31$581,869
Expenses. Total of all expenses incurred2023-12-31$335,109
Benefits paid (including direct rollovers)2023-12-31$335,109
Total plan assets at end of year2023-12-31$7,683,047
Total plan assets at beginning of year2023-12-31$7,436,287
Value of fidelity bond covering the plan2023-12-31$1,500,000
Other income received2023-12-31$581,869
Net income (gross income less expenses)2023-12-31$246,760
Net plan assets at end of year (total assets less liabilities)2023-12-31$7,683,047
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$7,436,287
2022 : MARITIME ASSOCIATION - I.L.A PENSION, RETIREMENT, WELFARE AND VACATION FUNDS PENSION PLAN 2022 401k financial data
Total income from all sources2022-12-31$-721,043
Expenses. Total of all expenses incurred2022-12-31$333,598
Benefits paid (including direct rollovers)2022-12-31$333,598
Total plan assets at end of year2022-12-31$7,436,287
Total plan assets at beginning of year2022-12-31$8,490,928
Value of fidelity bond covering the plan2022-12-31$1,500,000
Other income received2022-12-31$-721,043
Net income (gross income less expenses)2022-12-31$-1,054,641
Net plan assets at end of year (total assets less liabilities)2022-12-31$7,436,287
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$8,490,928
2021 : MARITIME ASSOCIATION - I.L.A PENSION, RETIREMENT, WELFARE AND VACATION FUNDS PENSION PLAN 2021 401k financial data
Total income from all sources2021-12-31$1,231,689
Expenses. Total of all expenses incurred2021-12-31$330,880
Benefits paid (including direct rollovers)2021-12-31$330,880
Total plan assets at end of year2021-12-31$8,490,928
Total plan assets at beginning of year2021-12-31$7,590,119
Value of fidelity bond covering the plan2021-12-31$1,500,000
Other income received2021-12-31$1,231,689
Net income (gross income less expenses)2021-12-31$900,809
Net plan assets at end of year (total assets less liabilities)2021-12-31$8,490,928
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$7,590,119
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
2020 : MARITIME ASSOCIATION - I.L.A PENSION, RETIREMENT, WELFARE AND VACATION FUNDS PENSION PLAN 2020 401k financial data
Total income from all sources2020-12-31$224,316
Expenses. Total of all expenses incurred2020-12-31$327,008
Benefits paid (including direct rollovers)2020-12-31$327,008
Total plan assets at end of year2020-12-31$7,590,119
Total plan assets at beginning of year2020-12-31$7,692,811
Value of fidelity bond covering the plan2020-12-31$1,500,000
Other income received2020-12-31$224,316
Net income (gross income less expenses)2020-12-31$-102,692
Net plan assets at end of year (total assets less liabilities)2020-12-31$7,590,119
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$7,692,811
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
2019 : MARITIME ASSOCIATION - I.L.A PENSION, RETIREMENT, WELFARE AND VACATION FUNDS PENSION PLAN 2019 401k financial data
Total income from all sources2019-12-31$1,138,604
Expenses. Total of all expenses incurred2019-12-31$302,637
Benefits paid (including direct rollovers)2019-12-31$302,637
Total plan assets at end of year2019-12-31$7,692,811
Total plan assets at beginning of year2019-12-31$6,856,844
Value of fidelity bond covering the plan2019-12-31$1,500,000
Other income received2019-12-31$1,138,604
Net income (gross income less expenses)2019-12-31$835,967
Net plan assets at end of year (total assets less liabilities)2019-12-31$7,692,811
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$6,856,844
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018 : MARITIME ASSOCIATION - I.L.A PENSION, RETIREMENT, WELFARE AND VACATION FUNDS PENSION PLAN 2018 401k financial data
Total income from all sources2018-12-31$-232,904
Expenses. Total of all expenses incurred2018-12-31$375,458
Benefits paid (including direct rollovers)2018-12-31$375,458
Total plan assets at end of year2018-12-31$6,856,844
Total plan assets at beginning of year2018-12-31$7,465,206
Value of fidelity bond covering the plan2018-12-31$1,500,000
Other income received2018-12-31$-232,904
Net income (gross income less expenses)2018-12-31$-608,362
Net plan assets at end of year (total assets less liabilities)2018-12-31$6,856,844
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$7,465,206
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : MARITIME ASSOCIATION - I.L.A PENSION, RETIREMENT, WELFARE AND VACATION FUNDS PENSION PLAN 2017 401k financial data
Total income from all sources2017-12-31$837,617
Expenses. Total of all expenses incurred2017-12-31$424,114
Benefits paid (including direct rollovers)2017-12-31$424,114
Total plan assets at end of year2017-12-31$7,465,206
Total plan assets at beginning of year2017-12-31$7,051,703
Value of fidelity bond covering the plan2017-12-31$1,500,000
Other income received2017-12-31$837,617
Net income (gross income less expenses)2017-12-31$413,503
Net plan assets at end of year (total assets less liabilities)2017-12-31$7,465,206
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$7,051,703
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : MARITIME ASSOCIATION - I.L.A PENSION, RETIREMENT, WELFARE AND VACATION FUNDS PENSION PLAN 2016 401k financial data
Total income from all sources2016-12-31$611,740
Expenses. Total of all expenses incurred2016-12-31$438,300
Benefits paid (including direct rollovers)2016-12-31$438,300
Total plan assets at end of year2016-12-31$7,051,703
Total plan assets at beginning of year2016-12-31$6,878,263
Value of fidelity bond covering the plan2016-12-31$1,500,000
Other income received2016-12-31$611,740
Net income (gross income less expenses)2016-12-31$173,440
Net plan assets at end of year (total assets less liabilities)2016-12-31$7,051,703
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$6,878,263
2015 : MARITIME ASSOCIATION - I.L.A PENSION, RETIREMENT, WELFARE AND VACATION FUNDS PENSION PLAN 2015 401k financial data
Total income from all sources2015-12-31$316,117
Expenses. Total of all expenses incurred2015-12-31$470,703
Benefits paid (including direct rollovers)2015-12-31$470,703
Total plan assets at end of year2015-12-31$6,878,263
Total plan assets at beginning of year2015-12-31$7,032,849
Value of fidelity bond covering the plan2015-12-31$1,500,000
Other income received2015-12-31$153,601
Net income (gross income less expenses)2015-12-31$-154,586
Net plan assets at end of year (total assets less liabilities)2015-12-31$6,878,263
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$7,032,849
Total contributions received or receivable from employer(s)2015-12-31$162,516
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : MARITIME ASSOCIATION - I.L.A PENSION, RETIREMENT, WELFARE AND VACATION FUNDS PENSION PLAN 2014 401k financial data
Total income from all sources2014-12-31$1,035,744
Expenses. Total of all expenses incurred2014-12-31$465,358
Benefits paid (including direct rollovers)2014-12-31$465,273
Total plan assets at end of year2014-12-31$7,032,849
Total plan assets at beginning of year2014-12-31$6,462,463
Value of fidelity bond covering the plan2014-12-31$1,500,000
Other income received2014-12-31$756,804
Net income (gross income less expenses)2014-12-31$570,386
Net plan assets at end of year (total assets less liabilities)2014-12-31$7,032,849
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$6,462,463
Total contributions received or receivable from employer(s)2014-12-31$278,940
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$85
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : MARITIME ASSOCIATION - I.L.A PENSION, RETIREMENT, WELFARE AND VACATION FUNDS PENSION PLAN 2013 401k financial data
Total income from all sources2013-12-31$1,521,703
Expenses. Total of all expenses incurred2013-12-31$459,189
Benefits paid (including direct rollovers)2013-12-31$459,104
Total plan assets at end of year2013-12-31$6,462,463
Total plan assets at beginning of year2013-12-31$5,399,949
Value of fidelity bond covering the plan2013-12-31$1,500,000
Other income received2013-12-31$1,142,548
Net income (gross income less expenses)2013-12-31$1,062,514
Net plan assets at end of year (total assets less liabilities)2013-12-31$6,462,463
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$5,399,949
Assets. Value of real-estate (other than employer real property)2013-12-31$1,284,828
Total contributions received or receivable from employer(s)2013-12-31$379,155
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$85
2012 : MARITIME ASSOCIATION - I.L.A PENSION, RETIREMENT, WELFARE AND VACATION FUNDS PENSION PLAN 2012 401k financial data
Total income from all sources2012-12-31$927,884
Expenses. Total of all expenses incurred2012-12-31$439,255
Benefits paid (including direct rollovers)2012-12-31$439,255
Total plan assets at end of year2012-12-31$5,399,949
Total plan assets at beginning of year2012-12-31$4,911,320
Value of fidelity bond covering the plan2012-12-31$1,500,000
Other income received2012-12-31$645,813
Net income (gross income less expenses)2012-12-31$488,629
Net plan assets at end of year (total assets less liabilities)2012-12-31$5,399,949
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$4,911,320
Assets. Value of real-estate (other than employer real property)2012-12-31$1,133,236
Total contributions received or receivable from employer(s)2012-12-31$282,071
2011 : MARITIME ASSOCIATION - I.L.A PENSION, RETIREMENT, WELFARE AND VACATION FUNDS PENSION PLAN 2011 401k financial data
Total income from all sources2011-12-31$459,569
Expenses. Total of all expenses incurred2011-12-31$412,581
Benefits paid (including direct rollovers)2011-12-31$412,581
Total plan assets at end of year2011-12-31$4,911,320
Total plan assets at beginning of year2011-12-31$4,864,332
Value of fidelity bond covering the plan2011-12-31$1,500,000
Other income received2011-12-31$309,569
Net income (gross income less expenses)2011-12-31$46,988
Net plan assets at end of year (total assets less liabilities)2011-12-31$4,911,320
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$4,864,332
Assets. Value of real-estate (other than employer real property)2011-12-31$1,016,133
Total contributions received or receivable from employer(s)2011-12-31$150,000
2010 : MARITIME ASSOCIATION - I.L.A PENSION, RETIREMENT, WELFARE AND VACATION FUNDS PENSION PLAN 2010 401k financial data
Total income from all sources2010-12-31$1,004,257
Expenses. Total of all expenses incurred2010-12-31$333,580
Benefits paid (including direct rollovers)2010-12-31$333,580
Total plan assets at end of year2010-12-31$4,864,332
Total plan assets at beginning of year2010-12-31$4,193,655
Value of fidelity bond covering the plan2010-12-31$1,500,000
Other income received2010-12-31$577,000
Net income (gross income less expenses)2010-12-31$670,677
Net plan assets at end of year (total assets less liabilities)2010-12-31$4,864,332
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$4,193,655
Assets. Value of real-estate (other than employer real property)2010-12-31$947,602
Total contributions received or receivable from employer(s)2010-12-31$427,257

Form 5500 Responses for MARITIME ASSOCIATION - I.L.A PENSION, RETIREMENT, WELFARE AND VACATION FUNDS PENSION PLAN

2023: MARITIME ASSOCIATION - I.L.A PENSION, RETIREMENT, WELFARE AND VACATION FUNDS PENSION PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
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 - TrustYes
2022: MARITIME ASSOCIATION - I.L.A PENSION, RETIREMENT, WELFARE AND VACATION FUNDS PENSION PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: MARITIME ASSOCIATION - I.L.A PENSION, RETIREMENT, WELFARE AND VACATION FUNDS PENSION PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: MARITIME ASSOCIATION - I.L.A PENSION, RETIREMENT, WELFARE AND VACATION FUNDS PENSION PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedYes
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 - TrustYes
2019: MARITIME ASSOCIATION - I.L.A PENSION, RETIREMENT, WELFARE AND VACATION FUNDS PENSION PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: MARITIME ASSOCIATION - I.L.A PENSION, RETIREMENT, WELFARE AND VACATION FUNDS PENSION PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: MARITIME ASSOCIATION - I.L.A PENSION, RETIREMENT, WELFARE AND VACATION FUNDS PENSION PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: MARITIME ASSOCIATION - I.L.A PENSION, RETIREMENT, WELFARE AND VACATION FUNDS PENSION PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: MARITIME ASSOCIATION - I.L.A PENSION, RETIREMENT, WELFARE AND VACATION FUNDS PENSION PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: MARITIME ASSOCIATION - I.L.A PENSION, RETIREMENT, WELFARE AND VACATION FUNDS PENSION PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: MARITIME ASSOCIATION - I.L.A PENSION, RETIREMENT, WELFARE AND VACATION FUNDS PENSION PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: MARITIME ASSOCIATION - I.L.A PENSION, RETIREMENT, WELFARE AND VACATION FUNDS PENSION PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: MARITIME ASSOCIATION - I.L.A PENSION, RETIREMENT, WELFARE AND VACATION FUNDS PENSION PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: MARITIME ASSOCIATION - I.L.A PENSION, RETIREMENT, WELFARE AND VACATION FUNDS PENSION PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
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 number450698
Policy instance 1
Insurance contract or identification number450698
Number of Individuals Covered0
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number450698
Policy instance 1
Insurance contract or identification number450698
Number of Individuals Covered0
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number450698
Policy instance 1
Insurance contract or identification number450698
Number of Individuals Covered0
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number450698
Policy instance 1
Insurance contract or identification number450698
Number of Individuals Covered0
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number450698
Policy instance 1
Insurance contract or identification number450698
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number450698
Policy instance 1
Insurance contract or identification number450698
Number of Individuals Covered0
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number450698
Policy instance 1
Insurance contract or identification number450698
Number of Individuals Covered0
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number450698
Policy instance 1
Insurance contract or identification number450698
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number450698
Policy instance 1
Insurance contract or identification number450698
Number of Individuals Covered0
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number4-50698
Policy instance 1
Insurance contract or identification number4-50698
Number of Individuals Covered36
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
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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 number4-50698
Policy instance 1
Insurance contract or identification number4-50698
Number of Individuals Covered37
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
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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 number4-50698
Policy instance 1
Insurance contract or identification number4-50698
Number of Individuals Covered36
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
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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 number4-50698
Policy instance 1
Insurance contract or identification number4-50698
Number of Individuals Covered36
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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