401k Plan data: STRATEGIC PORTFOLIO - MODERATE 2

STRATEGIC PORTFOLIO - MODERATE 2 - L16 401k Plan overview

Plan Name	STRATEGIC PORTFOLIO - MODERATE 2 - L16
Plan identification number	158

STRATEGIC PORTFOLIO - MODERATE 2 - L16 Benefits

No plan benefit data available

401k Sponsoring company profile

EMPOWER ANNUITY INSURANCE COMPANY has sponsored the creation of one or more 401k plans.

Company Name: EMPOWER ANNUITY INSURANCE COMPANY

Employer identification number (EIN): 061050034

Additional information about EMPOWER ANNUITY INSURANCE COMPANY

Jurisdiction of Incorporation: Georgia Department of States Corporations Division

Incorporation Date:

Company Identification Number: 785320

More information about EMPOWER ANNUITY INSURANCE COMPANY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan STRATEGIC PORTFOLIO - MODERATE 2 - L16

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
158 2017-01-01 2018-10-05
158 2016-01-01 2017-10-09
158 2015-01-01 2016-10-06
158 2014-01-01 2015-10-09
158 2013-01-01 2014-10-12 GREGORY W. JULICH 2014-10-12
158 2012-01-01 2013-10-09 GREGORY W. JULICH 2013-10-09
158 2011-01-01 2012-10-10 JOHN G. PHARO 2012-10-10
158 2010-01-01 2011-10-06 JOHN G. PHARO 2011-10-06
158 2009-01-01 2010-10-14 JOHN G. PHARO 2010-10-14

Plan id#	Filing Submission Date	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
158	2017-01-01	2018-10-05
158	2016-01-01	2017-10-09
158	2015-01-01	2016-10-06
158	2014-01-01	2015-10-09
158	2013-01-01	2014-10-12	GREGORY W. JULICH	2014-10-12
158	2012-01-01	2013-10-09	GREGORY W. JULICH	2013-10-09
158	2011-01-01	2012-10-10	JOHN G. PHARO	2012-10-10
158	2010-01-01	2011-10-06	JOHN G. PHARO	2011-10-06
158	2009-01-01	2010-10-14	JOHN G. PHARO	2010-10-14

Financial Data on STRATEGIC PORTFOLIO - MODERATE 2 - L16

Measure	Date	Value
2017 : STRATEGIC PORTFOLIO - MODERATE 2 - L16 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total transfer of assets to this plan	2017-12-31	$104,938
Total transfer of assets from this plan	2017-12-31	$688,041
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$42,973
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$1,852
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$0
Value of total assets at end of year	2017-12-31	$0
Value of total assets at beginning of year	2017-12-31	$541,982
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$1,852
Total interest from all sources	2017-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$0
Value of net income/loss	2017-12-31	$41,121
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$0
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$541,982
Investment advisory and management fees	2017-12-31	$1,852
Value of interest in pooled separate accounts at end of year	2017-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$541,982
Net investment gain/loss from pooled separate accounts	2017-12-31	$42,973
2016 : STRATEGIC PORTFOLIO - MODERATE 2 - L16 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total transfer of assets to this plan	2016-12-31	$287,204
Total transfer of assets from this plan	2016-12-31	$313,142
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$27,236
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$3,349
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$0
Value of total assets at end of year	2016-12-31	$541,982
Value of total assets at beginning of year	2016-12-31	$544,033
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$3,349
Total interest from all sources	2016-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$0
Value of net income/loss	2016-12-31	$23,887
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$541,982
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$544,033
Investment advisory and management fees	2016-12-31	$3,349
Value of interest in pooled separate accounts at end of year	2016-12-31	$541,982
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$544,033
Net investment gain/loss from pooled separate accounts	2016-12-31	$27,236
2015 : STRATEGIC PORTFOLIO - MODERATE 2 - L16 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total transfer of assets to this plan	2015-12-31	$311,579
Total transfer of assets from this plan	2015-12-31	$355,576
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$11,055
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$3,534
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$0
Value of total assets at end of year	2015-12-31	$544,033
Value of total assets at beginning of year	2015-12-31	$580,509
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$3,534
Total interest from all sources	2015-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$0
Value of net income/loss	2015-12-31	$7,521
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$544,033
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$580,509
Investment advisory and management fees	2015-12-31	$3,534
Value of interest in pooled separate accounts at end of year	2015-12-31	$544,033
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$580,509
Net investment gain/loss from pooled separate accounts	2015-12-31	$11,055
2014 : STRATEGIC PORTFOLIO - MODERATE 2 - L16 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total transfer of assets to this plan	2014-12-31	$260,368
Total transfer of assets from this plan	2014-12-31	$287,335
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$36,119
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$3,596
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$0
Value of total assets at end of year	2014-12-31	$580,509
Value of total assets at beginning of year	2014-12-31	$574,953
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$3,596
Total interest from all sources	2014-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$0
Value of net income/loss	2014-12-31	$32,523
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$580,509
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$574,953
Investment advisory and management fees	2014-12-31	$3,596
Value of interest in pooled separate accounts at end of year	2014-12-31	$580,509
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$574,953
Net investment gain/loss from pooled separate accounts	2014-12-31	$36,119
2013 : STRATEGIC PORTFOLIO - MODERATE 2 - L16 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total transfer of assets to this plan	2013-12-31	$242,185
Total transfer of assets from this plan	2013-12-31	$296,271
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$80,859
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$3,497
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$0
Value of total assets at end of year	2013-12-31	$574,953
Value of total assets at beginning of year	2013-12-31	$551,677
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$3,497
Total interest from all sources	2013-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$0
Value of net income/loss	2013-12-31	$77,362
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$574,953
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$551,677
Investment advisory and management fees	2013-12-31	$3,497
Value of interest in pooled separate accounts at end of year	2013-12-31	$574,953
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$551,677
Net investment gain/loss from pooled separate accounts	2013-12-31	$80,859
2012 : STRATEGIC PORTFOLIO - MODERATE 2 - L16 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total transfer of assets to this plan	2012-12-31	$276,981
Total transfer of assets from this plan	2012-12-31	$304,025
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total income from all sources (including contributions)	2012-12-31	$61,071
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$3,286
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$0
Value of total assets at end of year	2012-12-31	$551,677
Value of total assets at beginning of year	2012-12-31	$520,936
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$3,286
Total interest from all sources	2012-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$0
Value of net income/loss	2012-12-31	$57,785
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$551,677
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$520,936
Investment advisory and management fees	2012-12-31	$3,286
Value of interest in pooled separate accounts at end of year	2012-12-31	$551,677
Value of interest in pooled separate accounts at beginning of year	2012-12-31	$520,936
Net investment gain/loss from pooled separate accounts	2012-12-31	$61,071
2011 : STRATEGIC PORTFOLIO - MODERATE 2 - L16 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total transfer of assets to this plan	2011-12-31	$445,574
Total transfer of assets from this plan	2011-12-31	$499,451
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$21,671
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$3,336
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$0
Value of total assets at end of year	2011-12-31	$520,936
Value of total assets at beginning of year	2011-12-31	$556,478
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$3,336
Total interest from all sources	2011-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2011-12-31	$0
Value of net income/loss	2011-12-31	$18,335
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$520,936
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$556,478
Investment advisory and management fees	2011-12-31	$3,336
Value of interest in pooled separate accounts at end of year	2011-12-31	$520,936
Value of interest in pooled separate accounts at beginning of year	2011-12-31	$556,478
Net investment gain/loss from pooled separate accounts	2011-12-31	$21,671
2010 : STRATEGIC PORTFOLIO - MODERATE 2 - L16 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total transfer of assets to this plan	2010-12-31	$680,198
Total transfer of assets from this plan	2010-12-31	$1,300,333
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$121,472
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$6,681
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$0
Value of total assets at end of year	2010-12-31	$556,478
Value of total assets at beginning of year	2010-12-31	$1,061,822
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$6,681
Total interest from all sources	2010-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2010-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2010-12-31	$0
Value of net income/loss	2010-12-31	$114,791
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$556,478
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$1,061,822
Investment advisory and management fees	2010-12-31	$6,681
Value of interest in pooled separate accounts at end of year	2010-12-31	$556,478
Value of interest in pooled separate accounts at beginning of year	2010-12-31	$1,061,822
Net investment gain/loss from pooled separate accounts	2010-12-31	$121,472

Form 5500 Responses for STRATEGIC PORTFOLIO - MODERATE 2 - L16

2017: STRATEGIC PORTFOLIO - MODERATE 2 - L16 2017 form 5500 responses
2017-01-01	Type of plan entity	DFE (Diect Filing Entity)
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2016: STRATEGIC PORTFOLIO - MODERATE 2 - L16 2016 form 5500 responses
2016-01-01	Type of plan entity	DFE (Diect Filing Entity)
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2015: STRATEGIC PORTFOLIO - MODERATE 2 - L16 2015 form 5500 responses
2015-01-01	Type of plan entity	DFE (Diect Filing Entity)
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2014: STRATEGIC PORTFOLIO - MODERATE 2 - L16 2014 form 5500 responses
2014-01-01	Type of plan entity	DFE (Diect Filing Entity)
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2013: STRATEGIC PORTFOLIO - MODERATE 2 - L16 2013 form 5500 responses
2013-01-01	Type of plan entity	DFE (Diect Filing Entity)
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2012: STRATEGIC PORTFOLIO - MODERATE 2 - L16 2012 form 5500 responses
2012-01-01	Type of plan entity	DFE (Diect Filing Entity)
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2011: STRATEGIC PORTFOLIO - MODERATE 2 - L16 2011 form 5500 responses
2011-01-01	Type of plan entity	DFE (Diect Filing Entity)
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2010: STRATEGIC PORTFOLIO - MODERATE 2 - L16 2010 form 5500 responses
2010-01-01	Type of plan entity	DFE (Diect Filing Entity)
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2009: STRATEGIC PORTFOLIO - MODERATE 2 - L16 2009 form 5500 responses
2009-01-01	Type of plan entity	DFE (Diect Filing Entity)
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No

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Company Name:	EMPOWER ANNUITY INSURANCE COMPANY
Employer identification number (EIN):	061050034

Jurisdiction of Incorporation:	Georgia Department of States Corporations Division
Incorporation Date:
Company Identification Number:	785320