401k Plan data: PARTNER REINSURANCE COMPANY OF THE US RETIREMENT INCOME PLAN plan

PARTNER REINSURANCE COMPANY OF THE US RETIREMENT INCOME PLAN 401k Plan overview

Plan Name	PARTNER REINSURANCE COMPANY OF THE US RETIREMENT INCOME PLAN
Plan identification number	001

PARTNER REINSURANCE COMPANY OF THE US RETIREMENT INCOME PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
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.

401k Sponsoring company profile

PARTNER REINSURANCE COMPANY OF THE U.S. has sponsored the creation of one or more 401k plans.

Company Name: PARTNER REINSURANCE COMPANY OF THE U.S.

Employer identification number (EIN): 133031176

NAIC Classification: 524150

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PARTNER REINSURANCE COMPANY OF THE US RETIREMENT INCOME PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01
001 2016-01-01
001 2015-01-01
001 2014-01-01 CAROL ANNE WEST 2015-08-21
001 2013-01-01 CAROL ANNE WEST 2014-10-03
001 2012-01-01 CAROL ANNE WEST 2013-10-11
001 2011-01-01 CAROL WEST 2012-10-12
001 2010-01-01 CAROL ANNE WEST 2011-09-20

Plan Statistics for PARTNER REINSURANCE COMPANY OF THE US RETIREMENT INCOME PLAN

401k plan membership statisitcs for PARTNER REINSURANCE COMPANY OF THE US RETIREMENT INCOME PLAN

Measure Date Value
2022: PARTNER REINSURANCE COMPANY OF THE US RETIREMENT INCOME PLAN 2022 401k membership
Market value of plan assets 2022-12-31 5,462,243
Acturial value of plan assets 2022-12-31 5,462,243
Funding target for retired participants and beneficiaries receiving payment 2022-12-31 3,301,221
Number of terminated vested participants 2022-12-31 27
Fundng target for terminated vested participants 2022-12-31 1,106,766
Active participant vested funding target 2022-12-31 150,265
Number of active participants 2022-12-31 4
Total funding liabilities for active participants 2022-12-31 150,265
Total participant count 2022-12-31 62
Total funding target for all participants 2022-12-31 4,558,252
Balance at beginning of prior year after applicable adjustments 2022-12-31 3,030,434
Prefunding balance at beginning of prior year after applicable adjustments 2022-12-31 602,054
Carryover balanced portion elected for use to offset prior years funding requirement 2022-12-31 48,000
Prefunding balanced used to offset prior years funding requirement 2022-12-31 0
Amount remaining of carryover balance 2022-12-31 2,982,434
Amount remaining of prefunding balance 2022-12-31 602,054
Present value of excess contributions 2022-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-12-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2022-12-31 0
Reductions in caryover balances due to elections or deemed elections 2022-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2022-12-31 0
Balance of carryovers at beginning of current year 2022-12-31 2,930,241
Balance of prefunding at beginning of current year 2022-12-31 591,518
Total employer contributions 2022-12-31 0
Total employee contributions 2022-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2022-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2022-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2022-12-31 0
Unpaid minimum required contributions for all prior years 2022-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2022-12-31 0
Remaining amount of unpaid minimum required contributions 2022-12-31 0
Minimum required contributions for current year target normal cost 2022-12-31 65,000
Net shortfall amortization installment of oustanding balance 2022-12-31 0
Waiver amortization installment 2022-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2022-12-31 65,000
Carryover balance elected to use to offset funding requirement 2022-12-31 65,000
Prefunding balance elected to use to offset funding requirement 2022-12-31 0
Additional cash requirement 2022-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2022-12-31 0
Unpaid minimum required contributions for current year 2022-12-31 0
Unpaid minimum required contributions for all years 2022-12-31 0
2021: PARTNER REINSURANCE COMPANY OF THE US RETIREMENT INCOME PLAN 2021 401k membership
Market value of plan assets 2021-12-31 6,547,187
Acturial value of plan assets 2021-12-31 6,547,187
Funding target for retired participants and beneficiaries receiving payment 2021-12-31 3,263,316
Number of terminated vested participants 2021-12-31 32
Fundng target for terminated vested participants 2021-12-31 1,830,196
Active participant vested funding target 2021-12-31 143,955
Number of active participants 2021-12-31 4
Total funding liabilities for active participants 2021-12-31 143,955
Total participant count 2021-12-31 64
Total funding target for all participants 2021-12-31 5,237,467
Balance at beginning of prior year after applicable adjustments 2021-12-31 2,735,223
Prefunding balance at beginning of prior year after applicable adjustments 2021-12-31 534,067
Carryover balanced portion elected for use to offset prior years funding requirement 2021-12-31 47,000
Prefunding balanced used to offset prior years funding requirement 2021-12-31 0
Amount remaining of carryover balance 2021-12-31 2,688,223
Amount remaining of prefunding balance 2021-12-31 534,067
Present value of excess contributions 2021-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-12-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2021-12-31 0
Reductions in caryover balances due to elections or deemed elections 2021-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2021-12-31 0
Balance of carryovers at beginning of current year 2021-12-31 3,030,434
Balance of prefunding at beginning of current year 2021-12-31 602,054
Total employer contributions 2021-12-31 0
Total employee contributions 2021-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2021-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2021-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2021-12-31 0
Unpaid minimum required contributions for all prior years 2021-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2021-12-31 0
Remaining amount of unpaid minimum required contributions 2021-12-31 0
Minimum required contributions for current year target normal cost 2021-12-31 48,000
Net shortfall amortization installment of oustanding balance 2021-12-31 0
Waiver amortization installment 2021-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2021-12-31 48,000
Carryover balance elected to use to offset funding requirement 2021-12-31 48,000
Prefunding balance elected to use to offset funding requirement 2021-12-31 0
Additional cash requirement 2021-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for all years 2021-12-31 0
2020: PARTNER REINSURANCE COMPANY OF THE US RETIREMENT INCOME PLAN 2020 401k membership
Market value of plan assets 2020-12-31 6,432,490
Acturial value of plan assets 2020-12-31 6,432,490
Funding target for retired participants and beneficiaries receiving payment 2020-12-31 2,794,248
Number of terminated vested participants 2020-12-31 35
Fundng target for terminated vested participants 2020-12-31 2,163,691
Active participant vested funding target 2020-12-31 313,771
Number of active participants 2020-12-31 5
Total funding liabilities for active participants 2020-12-31 313,771
Total participant count 2020-12-31 67
Total funding target for all participants 2020-12-31 5,271,710
Balance at beginning of prior year after applicable adjustments 2020-12-31 2,405,087
Prefunding balance at beginning of prior year after applicable adjustments 2020-12-31 461,796
Carryover balanced portion elected for use to offset prior years funding requirement 2020-12-31 40,000
Prefunding balanced used to offset prior years funding requirement 2020-12-31 0
Amount remaining of carryover balance 2020-12-31 2,365,087
Amount remaining of prefunding balance 2020-12-31 461,796
Present value of excess contributions 2020-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-12-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2020-12-31 0
Reductions in caryover balances due to elections or deemed elections 2020-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2020-12-31 0
Balance of carryovers at beginning of current year 2020-12-31 2,735,223
Balance of prefunding at beginning of current year 2020-12-31 534,067
Total employer contributions 2020-12-31 0
Total employee contributions 2020-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2020-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2020-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2020-12-31 0
Unpaid minimum required contributions for all prior years 2020-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2020-12-31 0
Remaining amount of unpaid minimum required contributions 2020-12-31 0
Minimum required contributions for current year target normal cost 2020-12-31 47,000
Net shortfall amortization installment of oustanding balance 2020-12-31 0
Waiver amortization installment 2020-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2020-12-31 47,000
Carryover balance elected to use to offset funding requirement 2020-12-31 47,000
Prefunding balance elected to use to offset funding requirement 2020-12-31 0
Additional cash requirement 2020-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for all years 2020-12-31 0
2019: PARTNER REINSURANCE COMPANY OF THE US RETIREMENT INCOME PLAN 2019 401k membership
Market value of plan assets 2019-12-31 6,122,445
Acturial value of plan assets 2019-12-31 6,122,445
Funding target for retired participants and beneficiaries receiving payment 2019-12-31 2,787,258
Number of terminated vested participants 2019-12-31 41
Fundng target for terminated vested participants 2019-12-31 2,487,519
Active participant vested funding target 2019-12-31 287,340
Number of active participants 2019-12-31 5
Total funding liabilities for active participants 2019-12-31 287,340
Total participant count 2019-12-31 70
Total funding target for all participants 2019-12-31 5,562,117
Balance at beginning of prior year after applicable adjustments 2019-12-31 2,499,462
Prefunding balance at beginning of prior year after applicable adjustments 2019-12-31 472,813
Carryover balanced portion elected for use to offset prior years funding requirement 2019-12-31 37,000
Prefunding balanced used to offset prior years funding requirement 2019-12-31 0
Amount remaining of carryover balance 2019-12-31 2,462,462
Amount remaining of prefunding balance 2019-12-31 472,813
Present value of excess contributions 2019-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2019-12-31 0
Reductions in caryover balances due to elections or deemed elections 2019-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2019-12-31 0
Balance of carryovers at beginning of current year 2019-12-31 2,405,087
Balance of prefunding at beginning of current year 2019-12-31 461,796
Total employer contributions 2019-12-31 0
Total employee contributions 2019-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2019-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2019-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2019-12-31 0
Unpaid minimum required contributions for all prior years 2019-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2019-12-31 0
Remaining amount of unpaid minimum required contributions 2019-12-31 0
Minimum required contributions for current year target normal cost 2019-12-31 40,000
Net shortfall amortization installment of oustanding balance 2019-12-31 0
Waiver amortization installment 2019-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2019-12-31 40,000
Carryover balance elected to use to offset funding requirement 2019-12-31 40,000
Prefunding balance elected to use to offset funding requirement 2019-12-31 0
Additional cash requirement 2019-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for all years 2019-12-31 0
2018: PARTNER REINSURANCE COMPANY OF THE US RETIREMENT INCOME PLAN 2018 401k membership
Market value of plan assets 2018-12-31 7,040,188
Acturial value of plan assets 2018-12-31 7,040,188
Funding target for retired participants and beneficiaries receiving payment 2018-12-31 2,682,226
Number of terminated vested participants 2018-12-31 45
Fundng target for terminated vested participants 2018-12-31 3,014,356
Active participant vested funding target 2018-12-31 290,631
Number of active participants 2018-12-31 6
Total funding liabilities for active participants 2018-12-31 290,631
Total participant count 2018-12-31 73
Total funding target for all participants 2018-12-31 5,987,213
Balance at beginning of prior year after applicable adjustments 2018-12-31 2,380,931
Prefunding balance at beginning of prior year after applicable adjustments 2018-12-31 443,581
Carryover balanced portion elected for use to offset prior years funding requirement 2018-12-31 36,000
Prefunding balanced used to offset prior years funding requirement 2018-12-31 0
Amount remaining of carryover balance 2018-12-31 2,344,931
Amount remaining of prefunding balance 2018-12-31 443,581
Present value of excess contributions 2018-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2018-12-31 0
Reductions in caryover balances due to elections or deemed elections 2018-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2018-12-31 0
Balance of carryovers at beginning of current year 2018-12-31 2,499,462
Balance of prefunding at beginning of current year 2018-12-31 472,813
Total employer contributions 2018-12-31 0
Total employee contributions 2018-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2018-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2018-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2018-12-31 0
Unpaid minimum required contributions for all prior years 2018-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2018-12-31 0
Remaining amount of unpaid minimum required contributions 2018-12-31 0
Minimum required contributions for current year target normal cost 2018-12-31 37,000
Net shortfall amortization installment of oustanding balance 2018-12-31 0
Waiver amortization installment 2018-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2018-12-31 37,000
Carryover balance elected to use to offset funding requirement 2018-12-31 37,000
Prefunding balance elected to use to offset funding requirement 2018-12-31 0
Additional cash requirement 2018-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
2017: PARTNER REINSURANCE COMPANY OF THE US RETIREMENT INCOME PLAN 2017 401k membership
Market value of plan assets 2017-12-31 6,969,940
Acturial value of plan assets 2017-12-31 6,969,940
Funding target for retired participants and beneficiaries receiving payment 2017-12-31 2,519,696
Number of terminated vested participants 2017-12-31 45
Fundng target for terminated vested participants 2017-12-31 2,582,558
Active participant vested funding target 2017-12-31 638,783
Number of active participants 2017-12-31 9
Total funding liabilities for active participants 2017-12-31 638,783
Total participant count 2017-12-31 74
Total funding target for all participants 2017-12-31 5,741,037
Balance at beginning of prior year after applicable adjustments 2017-12-31 2,280,026
Prefunding balance at beginning of prior year after applicable adjustments 2017-12-31 420,855
Carryover balanced portion elected for use to offset prior years funding requirement 2017-12-31 21,078
Prefunding balanced used to offset prior years funding requirement 2017-12-31 0
Amount remaining of carryover balance 2017-12-31 2,258,948
Amount remaining of prefunding balance 2017-12-31 420,855
Present value of excess contributions 2017-12-31 275,744
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 292,238
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-12-31 0
Reductions in caryover balances due to elections or deemed elections 2017-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2017-12-31 0
Balance of carryovers at beginning of current year 2017-12-31 2,380,931
Balance of prefunding at beginning of current year 2017-12-31 443,581
Total employer contributions 2017-12-31 0
Total employee contributions 2017-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2017-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2017-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2017-12-31 0
Unpaid minimum required contributions for all prior years 2017-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2017-12-31 0
Remaining amount of unpaid minimum required contributions 2017-12-31 0
Minimum required contributions for current year target normal cost 2017-12-31 36,000
Net shortfall amortization installment of oustanding balance 2017-12-31 0
Waiver amortization installment 2017-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2017-12-31 36,000
Carryover balance elected to use to offset funding requirement 2017-12-31 36,000
Prefunding balance elected to use to offset funding requirement 2017-12-31 0
Additional cash requirement 2017-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2016: PARTNER REINSURANCE COMPANY OF THE US RETIREMENT INCOME PLAN 2016 401k membership
Market value of plan assets 2016-12-31 7,104,385
Acturial value of plan assets 2016-12-31 7,104,385
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 2,556,675
Number of terminated vested participants 2016-12-31 42
Fundng target for terminated vested participants 2016-12-31 2,285,658
Active participant vested funding target 2016-12-31 1,033,608
Number of active participants 2016-12-31 13
Total funding liabilities for active participants 2016-12-31 1,033,608
Total participant count 2016-12-31 75
Total funding target for all participants 2016-12-31 5,875,941
Balance at beginning of prior year after applicable adjustments 2016-12-31 2,309,026
Prefunding balance at beginning of prior year after applicable adjustments 2016-12-31 420,855
Carryover balanced portion elected for use to offset prior years funding requirement 2016-12-31 29,000
Prefunding balanced used to offset prior years funding requirement 2016-12-31 0
Amount remaining of carryover balance 2016-12-31 2,280,026
Amount remaining of prefunding balance 2016-12-31 420,855
Present value of excess contributions 2016-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2016-12-31 0
Reductions in caryover balances due to elections or deemed elections 2016-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2016-12-31 0
Balance of carryovers at beginning of current year 2016-12-31 2,280,026
Balance of prefunding at beginning of current year 2016-12-31 420,855
Total employer contributions 2016-12-31 300,000
Total employee contributions 2016-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2016-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2016-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2016-12-31 283,666
Unpaid minimum required contributions for all prior years 2016-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2016-12-31 0
Remaining amount of unpaid minimum required contributions 2016-12-31 0
Minimum required contributions for current year target normal cost 2016-12-31 29,000
Net shortfall amortization installment of oustanding balance 2016-12-31 0
Waiver amortization installment 2016-12-31 0
Waived amount of outstanding balance 2016-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 29,000
Carryover balance elected to use to offset funding requirement 2016-12-31 21,078
Prefunding balance elected to use to offset funding requirement 2016-12-31 0
Additional cash requirement 2016-12-31 7,922
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 283,666
Unpaid minimum required contributions for current year 2016-12-31 0
Unpaid minimum required contributions for all years 2016-12-31 0

Measure	Date	Value
2022: PARTNER REINSURANCE COMPANY OF THE US RETIREMENT INCOME PLAN 2022 401k membership
Market value of plan assets	2022-12-31	5,462,243
Acturial value of plan assets	2022-12-31	5,462,243
Funding target for retired participants and beneficiaries receiving payment	2022-12-31	3,301,221
Number of terminated vested participants	2022-12-31	27
Fundng target for terminated vested participants	2022-12-31	1,106,766
Active participant vested funding target	2022-12-31	150,265
Number of active participants	2022-12-31	4
Total funding liabilities for active participants	2022-12-31	150,265
Total participant count	2022-12-31	62
Total funding target for all participants	2022-12-31	4,558,252
Balance at beginning of prior year after applicable adjustments	2022-12-31	3,030,434
Prefunding balance at beginning of prior year after applicable adjustments	2022-12-31	602,054
Carryover balanced portion elected for use to offset prior years funding requirement	2022-12-31	48,000
Prefunding balanced used to offset prior years funding requirement	2022-12-31	0
Amount remaining of carryover balance	2022-12-31	2,982,434
Amount remaining of prefunding balance	2022-12-31	602,054
Present value of excess contributions	2022-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-12-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2022-12-31	0
Reductions in caryover balances due to elections or deemed elections	2022-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2022-12-31	0
Balance of carryovers at beginning of current year	2022-12-31	2,930,241
Balance of prefunding at beginning of current year	2022-12-31	591,518
Total employer contributions	2022-12-31	0
Total employee contributions	2022-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2022-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2022-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2022-12-31	0
Unpaid minimum required contributions for all prior years	2022-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2022-12-31	0
Remaining amount of unpaid minimum required contributions	2022-12-31	0
Minimum required contributions for current year target normal cost	2022-12-31	65,000
Net shortfall amortization installment of oustanding balance	2022-12-31	0
Waiver amortization installment	2022-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2022-12-31	65,000
Carryover balance elected to use to offset funding requirement	2022-12-31	65,000
Prefunding balance elected to use to offset funding requirement	2022-12-31	0
Additional cash requirement	2022-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for all years	2022-12-31	0
2021: PARTNER REINSURANCE COMPANY OF THE US RETIREMENT INCOME PLAN 2021 401k membership
Market value of plan assets	2021-12-31	6,547,187
Acturial value of plan assets	2021-12-31	6,547,187
Funding target for retired participants and beneficiaries receiving payment	2021-12-31	3,263,316
Number of terminated vested participants	2021-12-31	32
Fundng target for terminated vested participants	2021-12-31	1,830,196
Active participant vested funding target	2021-12-31	143,955
Number of active participants	2021-12-31	4
Total funding liabilities for active participants	2021-12-31	143,955
Total participant count	2021-12-31	64
Total funding target for all participants	2021-12-31	5,237,467
Balance at beginning of prior year after applicable adjustments	2021-12-31	2,735,223
Prefunding balance at beginning of prior year after applicable adjustments	2021-12-31	534,067
Carryover balanced portion elected for use to offset prior years funding requirement	2021-12-31	47,000
Prefunding balanced used to offset prior years funding requirement	2021-12-31	0
Amount remaining of carryover balance	2021-12-31	2,688,223
Amount remaining of prefunding balance	2021-12-31	534,067
Present value of excess contributions	2021-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2021-12-31	0
Reductions in caryover balances due to elections or deemed elections	2021-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2021-12-31	0
Balance of carryovers at beginning of current year	2021-12-31	3,030,434
Balance of prefunding at beginning of current year	2021-12-31	602,054
Total employer contributions	2021-12-31	0
Total employee contributions	2021-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2021-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2021-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2021-12-31	0
Unpaid minimum required contributions for all prior years	2021-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2021-12-31	0
Remaining amount of unpaid minimum required contributions	2021-12-31	0
Minimum required contributions for current year target normal cost	2021-12-31	48,000
Net shortfall amortization installment of oustanding balance	2021-12-31	0
Waiver amortization installment	2021-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2021-12-31	48,000
Carryover balance elected to use to offset funding requirement	2021-12-31	48,000
Prefunding balance elected to use to offset funding requirement	2021-12-31	0
Additional cash requirement	2021-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0
2020: PARTNER REINSURANCE COMPANY OF THE US RETIREMENT INCOME PLAN 2020 401k membership
Market value of plan assets	2020-12-31	6,432,490
Acturial value of plan assets	2020-12-31	6,432,490
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	2,794,248
Number of terminated vested participants	2020-12-31	35
Fundng target for terminated vested participants	2020-12-31	2,163,691
Active participant vested funding target	2020-12-31	313,771
Number of active participants	2020-12-31	5
Total funding liabilities for active participants	2020-12-31	313,771
Total participant count	2020-12-31	67
Total funding target for all participants	2020-12-31	5,271,710
Balance at beginning of prior year after applicable adjustments	2020-12-31	2,405,087
Prefunding balance at beginning of prior year after applicable adjustments	2020-12-31	461,796
Carryover balanced portion elected for use to offset prior years funding requirement	2020-12-31	40,000
Prefunding balanced used to offset prior years funding requirement	2020-12-31	0
Amount remaining of carryover balance	2020-12-31	2,365,087
Amount remaining of prefunding balance	2020-12-31	461,796
Present value of excess contributions	2020-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2020-12-31	0
Reductions in caryover balances due to elections or deemed elections	2020-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2020-12-31	0
Balance of carryovers at beginning of current year	2020-12-31	2,735,223
Balance of prefunding at beginning of current year	2020-12-31	534,067
Total employer contributions	2020-12-31	0
Total employee contributions	2020-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2020-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2020-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2020-12-31	0
Unpaid minimum required contributions for all prior years	2020-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2020-12-31	0
Remaining amount of unpaid minimum required contributions	2020-12-31	0
Minimum required contributions for current year target normal cost	2020-12-31	47,000
Net shortfall amortization installment of oustanding balance	2020-12-31	0
Waiver amortization installment	2020-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2020-12-31	47,000
Carryover balance elected to use to offset funding requirement	2020-12-31	47,000
Prefunding balance elected to use to offset funding requirement	2020-12-31	0
Additional cash requirement	2020-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
2019: PARTNER REINSURANCE COMPANY OF THE US RETIREMENT INCOME PLAN 2019 401k membership
Market value of plan assets	2019-12-31	6,122,445
Acturial value of plan assets	2019-12-31	6,122,445
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	2,787,258
Number of terminated vested participants	2019-12-31	41
Fundng target for terminated vested participants	2019-12-31	2,487,519
Active participant vested funding target	2019-12-31	287,340
Number of active participants	2019-12-31	5
Total funding liabilities for active participants	2019-12-31	287,340
Total participant count	2019-12-31	70
Total funding target for all participants	2019-12-31	5,562,117
Balance at beginning of prior year after applicable adjustments	2019-12-31	2,499,462
Prefunding balance at beginning of prior year after applicable adjustments	2019-12-31	472,813
Carryover balanced portion elected for use to offset prior years funding requirement	2019-12-31	37,000
Prefunding balanced used to offset prior years funding requirement	2019-12-31	0
Amount remaining of carryover balance	2019-12-31	2,462,462
Amount remaining of prefunding balance	2019-12-31	472,813
Present value of excess contributions	2019-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2019-12-31	0
Reductions in caryover balances due to elections or deemed elections	2019-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2019-12-31	0
Balance of carryovers at beginning of current year	2019-12-31	2,405,087
Balance of prefunding at beginning of current year	2019-12-31	461,796
Total employer contributions	2019-12-31	0
Total employee contributions	2019-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2019-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2019-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2019-12-31	0
Unpaid minimum required contributions for all prior years	2019-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2019-12-31	0
Remaining amount of unpaid minimum required contributions	2019-12-31	0
Minimum required contributions for current year target normal cost	2019-12-31	40,000
Net shortfall amortization installment of oustanding balance	2019-12-31	0
Waiver amortization installment	2019-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2019-12-31	40,000
Carryover balance elected to use to offset funding requirement	2019-12-31	40,000
Prefunding balance elected to use to offset funding requirement	2019-12-31	0
Additional cash requirement	2019-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
2018: PARTNER REINSURANCE COMPANY OF THE US RETIREMENT INCOME PLAN 2018 401k membership
Market value of plan assets	2018-12-31	7,040,188
Acturial value of plan assets	2018-12-31	7,040,188
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	2,682,226
Number of terminated vested participants	2018-12-31	45
Fundng target for terminated vested participants	2018-12-31	3,014,356
Active participant vested funding target	2018-12-31	290,631
Number of active participants	2018-12-31	6
Total funding liabilities for active participants	2018-12-31	290,631
Total participant count	2018-12-31	73
Total funding target for all participants	2018-12-31	5,987,213
Balance at beginning of prior year after applicable adjustments	2018-12-31	2,380,931
Prefunding balance at beginning of prior year after applicable adjustments	2018-12-31	443,581
Carryover balanced portion elected for use to offset prior years funding requirement	2018-12-31	36,000
Prefunding balanced used to offset prior years funding requirement	2018-12-31	0
Amount remaining of carryover balance	2018-12-31	2,344,931
Amount remaining of prefunding balance	2018-12-31	443,581
Present value of excess contributions	2018-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-12-31	0
Reductions in caryover balances due to elections or deemed elections	2018-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2018-12-31	0
Balance of carryovers at beginning of current year	2018-12-31	2,499,462
Balance of prefunding at beginning of current year	2018-12-31	472,813
Total employer contributions	2018-12-31	0
Total employee contributions	2018-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2018-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2018-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2018-12-31	0
Unpaid minimum required contributions for all prior years	2018-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2018-12-31	0
Remaining amount of unpaid minimum required contributions	2018-12-31	0
Minimum required contributions for current year target normal cost	2018-12-31	37,000
Net shortfall amortization installment of oustanding balance	2018-12-31	0
Waiver amortization installment	2018-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	37,000
Carryover balance elected to use to offset funding requirement	2018-12-31	37,000
Prefunding balance elected to use to offset funding requirement	2018-12-31	0
Additional cash requirement	2018-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: PARTNER REINSURANCE COMPANY OF THE US RETIREMENT INCOME PLAN 2017 401k membership
Market value of plan assets	2017-12-31	6,969,940
Acturial value of plan assets	2017-12-31	6,969,940
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	2,519,696
Number of terminated vested participants	2017-12-31	45
Fundng target for terminated vested participants	2017-12-31	2,582,558
Active participant vested funding target	2017-12-31	638,783
Number of active participants	2017-12-31	9
Total funding liabilities for active participants	2017-12-31	638,783
Total participant count	2017-12-31	74
Total funding target for all participants	2017-12-31	5,741,037
Balance at beginning of prior year after applicable adjustments	2017-12-31	2,280,026
Prefunding balance at beginning of prior year after applicable adjustments	2017-12-31	420,855
Carryover balanced portion elected for use to offset prior years funding requirement	2017-12-31	21,078
Prefunding balanced used to offset prior years funding requirement	2017-12-31	0
Amount remaining of carryover balance	2017-12-31	2,258,948
Amount remaining of prefunding balance	2017-12-31	420,855
Present value of excess contributions	2017-12-31	275,744
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	292,238
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-12-31	0
Reductions in caryover balances due to elections or deemed elections	2017-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2017-12-31	0
Balance of carryovers at beginning of current year	2017-12-31	2,380,931
Balance of prefunding at beginning of current year	2017-12-31	443,581
Total employer contributions	2017-12-31	0
Total employee contributions	2017-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2017-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2017-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-12-31	0
Unpaid minimum required contributions for all prior years	2017-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2017-12-31	0
Remaining amount of unpaid minimum required contributions	2017-12-31	0
Minimum required contributions for current year target normal cost	2017-12-31	36,000
Net shortfall amortization installment of oustanding balance	2017-12-31	0
Waiver amortization installment	2017-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	36,000
Carryover balance elected to use to offset funding requirement	2017-12-31	36,000
Prefunding balance elected to use to offset funding requirement	2017-12-31	0
Additional cash requirement	2017-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: PARTNER REINSURANCE COMPANY OF THE US RETIREMENT INCOME PLAN 2016 401k membership
Market value of plan assets	2016-12-31	7,104,385
Acturial value of plan assets	2016-12-31	7,104,385
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	2,556,675
Number of terminated vested participants	2016-12-31	42
Fundng target for terminated vested participants	2016-12-31	2,285,658
Active participant vested funding target	2016-12-31	1,033,608
Number of active participants	2016-12-31	13
Total funding liabilities for active participants	2016-12-31	1,033,608
Total participant count	2016-12-31	75
Total funding target for all participants	2016-12-31	5,875,941
Balance at beginning of prior year after applicable adjustments	2016-12-31	2,309,026
Prefunding balance at beginning of prior year after applicable adjustments	2016-12-31	420,855
Carryover balanced portion elected for use to offset prior years funding requirement	2016-12-31	29,000
Prefunding balanced used to offset prior years funding requirement	2016-12-31	0
Amount remaining of carryover balance	2016-12-31	2,280,026
Amount remaining of prefunding balance	2016-12-31	420,855
Present value of excess contributions	2016-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2016-12-31	0
Reductions in caryover balances due to elections or deemed elections	2016-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2016-12-31	0
Balance of carryovers at beginning of current year	2016-12-31	2,280,026
Balance of prefunding at beginning of current year	2016-12-31	420,855
Total employer contributions	2016-12-31	300,000
Total employee contributions	2016-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2016-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2016-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2016-12-31	283,666
Unpaid minimum required contributions for all prior years	2016-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2016-12-31	0
Remaining amount of unpaid minimum required contributions	2016-12-31	0
Minimum required contributions for current year target normal cost	2016-12-31	29,000
Net shortfall amortization installment of oustanding balance	2016-12-31	0
Waiver amortization installment	2016-12-31	0
Waived amount of outstanding balance	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	29,000
Carryover balance elected to use to offset funding requirement	2016-12-31	21,078
Prefunding balance elected to use to offset funding requirement	2016-12-31	0
Additional cash requirement	2016-12-31	7,922
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	283,666
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0

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Company Name:	PARTNER REINSURANCE COMPANY OF THE U.S.
Employer identification number (EIN):	133031176
NAIC Classification:	524150

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01
001	2016-01-01
001	2015-01-01
001	2014-01-01	CAROL ANNE WEST	2015-08-21
001	2013-01-01	CAROL ANNE WEST	2014-10-03
001	2012-01-01	CAROL ANNE WEST	2013-10-11
001	2011-01-01	CAROL WEST	2012-10-12
001	2010-01-01	CAROL ANNE WEST	2011-09-20