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EQUITABLE RETIREMENT PLAN 401k Plan overview

Plan NameEQUITABLE RETIREMENT PLAN
Plan identification number 011

EQUITABLE RETIREMENT PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).
  • U.S.-based plan that covers residents of Puerto Rico and is qualified under both Code section 401 and section 1165 of the Puerto Rico Code.

401k Sponsoring company profile

EQUITABLE FINANCIAL LIFE INSURANCE COMPANY has sponsored the creation of one or more 401k plans.

Company Name:EQUITABLE FINANCIAL LIFE INSURANCE COMPANY
Employer identification number (EIN):135570651
NAIC Classification:524140

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EQUITABLE RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0112023-01-01MICHAEL FRANCESCONI2024-10-08 SHEILA LABITA2024-10-08
0112022-01-01MICHAEL FRANCESCONI2023-10-13 SHEILA LABITA2023-10-13
0112021-01-01SHEILA LABITA2022-10-13 BARBARA LENKIEWICZ2022-10-13
0112020-01-01SHEILA LABITA2021-10-14 BARBARA LENKIEWICZ2021-10-14
0112019-01-01SHEILA LABITA2020-10-09 BARBARA LENKIEWICZ2020-10-09
0112017-01-01
0112016-01-01SHEILA LABITA BARBARA LENKIEWICZ2017-10-12
0112015-01-01SHEILA LABITA BARBARA LENKIEWICZ2016-10-13
0112014-01-01SHEILA LABITA BARBARA LENKIEWICZ2015-10-15
0112013-01-01FILED WITH AUTHORIZED SIGNATURE
0112012-01-01SHEILA LABITA BARBARA LENKIEWICZ2013-10-15
0112011-01-01SHEILA LABITA STEVEN VIGNERON2012-10-15

Plan Statistics for EQUITABLE RETIREMENT PLAN

401k plan membership statisitcs for EQUITABLE RETIREMENT PLAN

Measure Date Value
2023: EQUITABLE RETIREMENT PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-0115,500
Total number of active participants reported on line 7a of the Form 55002023-01-012,363
Number of retired or separated participants receiving benefits2023-01-017,024
Number of other retired or separated participants entitled to future benefits2023-01-014,229
Total of all active and inactive participants2023-01-0113,616
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-011,342
Total participants2023-01-0114,958
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: EQUITABLE RETIREMENT PLAN 2022 401k membership
Market value of plan assets2022-12-312,395,131,505
Acturial value of plan assets2022-12-312,279,804,700
Funding target for retired participants and beneficiaries receiving payment2022-12-311,111,388,841
Number of terminated vested participants2022-12-315,138
Fundng target for terminated vested participants2022-12-31235,632,234
Active participant vested funding target2022-12-31274,452,095
Number of active participants2022-12-312,752
Total funding liabilities for active participants2022-12-31274,452,095
Total participant count2022-12-3116,141
Total funding target for all participants2022-12-311,621,473,170
Balance at beginning of prior year after applicable adjustments2022-12-310
Prefunding balance at beginning of prior year after applicable adjustments2022-12-31377,450,989
Prefunding balanced used to offset prior years funding requirement2022-12-319,601,358
Amount remaining of carryover balance2022-12-310
Amount remaining of prefunding balance2022-12-31367,849,631
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
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 year2022-12-31400,808,958
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 cost2022-12-314,873,702
Net shortfall amortization installment of oustanding balance2022-12-310
Total funding amount beforereflecting carryover/prefunding balances2022-12-310
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-year2022-01-0116,141
Total number of active participants reported on line 7a of the Form 55002022-01-012,527
Number of retired or separated participants receiving benefits2022-01-016,984
Number of other retired or separated participants entitled to future benefits2022-01-014,606
Total of all active and inactive participants2022-01-0114,117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011,383
Total participants2022-01-0115,500
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: EQUITABLE RETIREMENT PLAN 2021 401k membership
Market value of plan assets2021-12-312,347,179,384
Acturial value of plan assets2021-12-312,130,170,916
Funding target for retired participants and beneficiaries receiving payment2021-12-311,138,428,264
Number of terminated vested participants2021-12-315,718
Fundng target for terminated vested participants2021-12-31265,144,533
Active participant vested funding target2021-12-31273,429,424
Number of active participants2021-12-312,894
Total funding liabilities for active participants2021-12-31273,429,424
Total participant count2021-12-3116,709
Total funding target for all participants2021-12-311,677,002,221
Balance at beginning of prior year after applicable adjustments2021-12-310
Prefunding balance at beginning of prior year after applicable adjustments2021-12-31343,752,147
Prefunding balanced used to offset prior years funding requirement2021-12-3119,202,715
Amount remaining of carryover balance2021-12-310
Amount remaining of prefunding balance2021-12-31324,549,432
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
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 year2021-12-31377,450,989
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
Liquidity shortfalls end of Q12021-12-310
Liquidity shortfalls end of Q22021-12-310
Liquidity shortfalls end of Q32021-12-310
Liquidity shortfalls end of Q42021-12-310
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 cost2021-12-314,869,771
Net shortfall amortization installment of oustanding balance2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-310
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-year2021-01-0116,709
Total number of active participants reported on line 7a of the Form 55002021-01-012,752
Number of retired or separated participants receiving benefits2021-01-016,907
Number of other retired or separated participants entitled to future benefits2021-01-015,106
Total of all active and inactive participants2021-01-0114,765
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011,376
Total participants2021-01-0116,141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: EQUITABLE RETIREMENT PLAN 2020 401k membership
Market value of plan assets2020-12-312,165,565,166
Acturial value of plan assets2020-12-312,077,407,086
Funding target for retired participants and beneficiaries receiving payment2020-12-311,209,469,521
Number of terminated vested participants2020-12-316,120
Fundng target for terminated vested participants2020-12-31289,318,082
Active participant vested funding target2020-12-31297,457,898
Number of active participants2020-12-313,169
Total funding liabilities for active participants2020-12-31297,457,898
Total participant count2020-12-3117,369
Total funding target for all participants2020-12-311,796,245,501
Balance at beginning of prior year after applicable adjustments2020-12-310
Prefunding balance at beginning of prior year after applicable adjustments2020-12-31318,740,144
Prefunding balanced used to offset prior years funding requirement2020-12-3126,160,225
Amount remaining of carryover balance2020-12-310
Amount remaining of prefunding balance2020-12-31292,579,919
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
Reductions in caryover balances due to elections or deemed elections2020-12-310
Reductions in prefunding balances due to elections or deemed elections2020-12-310
Balance of carryovers at beginning of current year2020-12-310
Balance of prefunding at beginning of current year2020-12-31343,752,147
Total employer contributions2020-12-310
Total employee contributions2020-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-310
Contributions made to avoid restrictions adjusted to valuation date2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-310
Liquidity shortfalls end of Q12020-12-310
Liquidity shortfalls end of Q22020-12-310
Liquidity shortfalls end of Q32020-12-310
Liquidity shortfalls end of Q42020-12-310
Unpaid minimum required contributions for all prior years2020-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-314,875,787
Net shortfall amortization installment of oustanding balance2020-12-3162,590,562
Total funding amount beforereflecting carryover/prefunding balances2020-12-3119,202,715
Prefunding balance elected to use to offset funding requirement2020-12-3119,202,715
Additional cash requirement2020-12-310
Contributions allocatedtoward minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
Total participants, beginning-of-year2020-01-0117,369
Total number of active participants reported on line 7a of the Form 55002020-01-012,894
Number of retired or separated participants receiving benefits2020-01-016,731
Number of other retired or separated participants entitled to future benefits2020-01-015,683
Total of all active and inactive participants2020-01-0115,308
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011,401
Total participants2020-01-0116,709
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: EQUITABLE RETIREMENT PLAN 2019 401k membership
Market value of plan assets2019-12-311,992,919,683
Acturial value of plan assets2019-12-312,054,659,882
Funding target for retired participants and beneficiaries receiving payment2019-12-311,228,528,608
Number of terminated vested participants2019-12-316,490
Fundng target for terminated vested participants2019-12-31290,521,457
Active participant vested funding target2019-12-31324,945,760
Number of active participants2019-12-313,564
Total funding liabilities for active participants2019-12-31324,945,760
Total participant count2019-12-3118,108
Total funding target for all participants2019-12-311,843,995,825
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-31345,629,949
Prefunding balanced used to offset prior years funding requirement2019-12-3121,772,863
Amount remaining of carryover balance2019-12-310
Amount remaining of prefunding balance2019-12-31323,857,086
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 year2019-12-31318,740,144
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
Liquidity shortfalls end of Q12019-12-310
Liquidity shortfalls end of Q22019-12-310
Liquidity shortfalls end of Q32019-12-310
Liquidity shortfalls end of Q42019-12-310
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-316,821,238
Net shortfall amortization installment of oustanding balance2019-12-31108,076,087
Total funding amount beforereflecting carryover/prefunding balances2019-12-3126,160,225
Prefunding balance elected to use to offset funding requirement2019-12-3126,160,225
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-year2019-01-0118,007
Total number of active participants reported on line 7a of the Form 55002019-01-013,169
Number of retired or separated participants receiving benefits2019-01-016,711
Number of other retired or separated participants entitled to future benefits2019-01-016,103
Total of all active and inactive participants2019-01-0115,983
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011,386
Total participants2019-01-0117,369
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: EQUITABLE RETIREMENT PLAN 2018 401k membership
Market value of plan assets2018-12-312,328,362,221
Acturial value of plan assets2018-12-312,223,914,530
Funding target for retired participants and beneficiaries receiving payment2018-12-311,354,867,204
Number of terminated vested participants2018-12-316,838
Fundng target for terminated vested participants2018-12-31274,582,141
Active participant vested funding target2018-12-31340,468,162
Number of active participants2018-12-313,927
Total funding liabilities for active participants2018-12-31340,468,162
Total participant count2018-12-3122,524
Total funding target for all participants2018-12-311,969,917,507
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-31303,423,711
Amount remaining of carryover balance2018-12-310
Amount remaining of prefunding balance2018-12-31303,423,711
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 year2018-12-31345,629,949
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 cost2018-12-316,813,802
Net shortfall amortization installment of oustanding balance2018-12-3191,632,926
Total funding amount beforereflecting carryover/prefunding balances2018-12-3121,772,863
Prefunding balance elected to use to offset funding requirement2018-12-3121,772,863
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
2017: EQUITABLE RETIREMENT PLAN 2017 401k membership
Market value of plan assets2017-12-312,202,000,631
Acturial value of plan assets2017-12-312,247,449,372
Funding target for retired participants and beneficiaries receiving payment2017-12-311,297,440,471
Number of terminated vested participants2017-12-317,136
Fundng target for terminated vested participants2017-12-31276,993,090
Active participant vested funding target2017-12-31341,601,580
Number of active participants2017-12-314,282
Total funding liabilities for active participants2017-12-31341,601,580
Total participant count2017-12-3123,150
Total funding target for all participants2017-12-311,916,035,141
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-31321,034,782
Prefunding balanced used to offset prior years funding requirement2017-12-3136,263,584
Amount remaining of carryover balance2017-12-310
Amount remaining of prefunding balance2017-12-31284,771,198
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 year2017-12-31303,423,711
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 cost2017-12-318,753,141
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-year2017-01-0123,150
Total number of active participants reported on line 7a of the Form 55002017-01-013,927
Number of retired or separated participants receiving benefits2017-01-0110,414
Number of other retired or separated participants entitled to future benefits2017-01-016,830
Total of all active and inactive participants2017-01-0121,171
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011,262
Total participants2017-01-0122,433
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-011
2016: EQUITABLE RETIREMENT PLAN 2016 401k membership
Market value of plan assets2016-12-312,235,691,157
Acturial value of plan assets2016-12-312,292,229,391
Funding target for retired participants and beneficiaries receiving payment2016-12-311,319,414,589
Number of terminated vested participants2016-12-317,658
Fundng target for terminated vested participants2016-12-31291,101,970
Active participant vested funding target2016-12-31347,751,984
Number of active participants2016-12-314,650
Total funding liabilities for active participants2016-12-31347,751,984
Total participant count2016-12-3124,057
Total funding target for all participants2016-12-311,958,268,543
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-31390,383,388
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-3172,527,168
Amount remaining of carryover balance2016-12-310
Amount remaining of prefunding balance2016-12-31317,856,220
Present value of excess contributions2016-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-310
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 year2016-12-31321,034,782
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 cost2016-12-318,744,873
Net shortfall amortization installment of oustanding balance2016-12-310
Waiver amortization installment2016-12-310
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-year2016-01-0124,057
Total number of active participants reported on line 7a of the Form 55002016-01-014,282
Number of retired or separated participants receiving benefits2016-01-0110,421
Number of other retired or separated participants entitled to future benefits2016-01-017,136
Total of all active and inactive participants2016-01-0121,839
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011,311
Total participants2016-01-0123,150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-011
2015: EQUITABLE RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0124,801
Total number of active participants reported on line 7a of the Form 55002015-01-014,650
Number of retired or separated participants receiving benefits2015-01-0110,458
Number of other retired or separated participants entitled to future benefits2015-01-017,658
Total of all active and inactive participants2015-01-0122,766
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011,291
Total participants2015-01-0124,057
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0140
2014: EQUITABLE RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0125,920
Total number of active participants reported on line 7a of the Form 55002014-01-015,190
Number of retired or separated participants receiving benefits2014-01-0110,459
Number of other retired or separated participants entitled to future benefits2014-01-017,857
Total of all active and inactive participants2014-01-0123,506
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011,295
Total participants2014-01-0124,801
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-01332
2013: EQUITABLE RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0126,371
Total number of active participants reported on line 7a of the Form 55002013-01-016,086
Number of retired or separated participants receiving benefits2013-01-0110,333
Number of other retired or separated participants entitled to future benefits2013-01-018,199
Total of all active and inactive participants2013-01-0124,618
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011,302
Total participants2013-01-0125,920
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-01318
2012: EQUITABLE RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0127,004
Total number of active participants reported on line 7a of the Form 55002012-01-016,559
Number of retired or separated participants receiving benefits2012-01-018,282
Number of other retired or separated participants entitled to future benefits2012-01-0110,205
Total of all active and inactive participants2012-01-0125,046
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011,325
Total participants2012-01-0126,371
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-01229
2011: EQUITABLE RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0127,542
Total number of active participants reported on line 7a of the Form 55002011-01-016,625
Number of retired or separated participants receiving benefits2011-01-0110,025
Number of other retired or separated participants entitled to future benefits2011-01-019,018
Total of all active and inactive participants2011-01-0125,668
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011,336
Total participants2011-01-0127,004
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-01251

Financial Data on EQUITABLE RETIREMENT PLAN

Measure Date Value
2023 : EQUITABLE RETIREMENT PLAN 2023 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2023-12-31$-3,524,382
Total unrealized appreciation/depreciation of assets2023-12-31$-3,524,382
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$1,122,364
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$2,496,464
Total income from all sources (including contributions)2023-12-31$124,300,373
Total loss/gain on sale of assets2023-12-31$103,358,248
Total of all expenses incurred2023-12-31$147,289,447
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$140,801,082
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$0
Value of total assets at end of year2023-12-31$1,793,536,597
Value of total assets at beginning of year2023-12-31$1,817,899,771
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$6,488,365
Total interest from all sources2023-12-31$42,405,561
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$6,557,616
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Assets. Corporate prefeered stocks other than exployer securities at end of year2023-12-31$40,722
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2023-12-31$35,338
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$25,000,000
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Assets. Other investments not covered elsewhere at end of year2023-12-31$465,071,192
Assets. Other investments not covered elsewhere at beginning of year2023-12-31$553,544,803
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-12-31$7,941,557
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-12-31$9,646,501
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2023-12-31$220,286
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2023-12-31$1,857,116
Administrative expenses (other) incurred2023-12-31$2,725,034
Liabilities. Value of operating payables at end of year2023-12-31$902,078
Liabilities. Value of operating payables at beginning of year2023-12-31$639,348
Total non interest bearing cash at end of year2023-12-31$10,296,119
Total non interest bearing cash at beginning of year2023-12-31$34,257,847
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$-22,989,074
Value of net assets at end of year (total assets less liabilities)2023-12-31$1,792,414,233
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$1,815,403,307
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Investment advisory and management fees2023-12-31$1,972,702
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$1,639,380
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$1,395,376
Value of interest in pooled separate accounts at end of year2023-12-31$26,703,260
Value of interest in pooled separate accounts at beginning of year2023-12-31$34,298,988
Interest earned on other investments2023-12-31$3,635,016
Income. Interest from US Government securities2023-12-31$24,321,709
Income. Interest from corporate debt instruments2023-12-31$14,370,033
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-12-31$78,803
Asset value of US Government securities at end of year2023-12-31$314,944,569
Asset value of US Government securities at beginning of year2023-12-31$282,193,254
Net investment gain/loss from pooled separate accounts2023-12-31$-24,496,670
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31Yes
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Income. Dividends from common stock2023-12-31$6,557,616
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$140,801,082
Asset. Corporate debt instrument preferred debt at end of year2023-12-31$71,156,776
Asset. Corporate debt instrument preferred debt at beginning of year2023-12-31$113,476,962
Asset. Corporate debt instrument debt (other) at end of year2023-12-31$497,774,519
Asset. Corporate debt instrument debt (other) at beginning of year2023-12-31$440,097,857
Contract administrator fees2023-12-31$32,565
Assets. Corporate common stocks other than exployer securities at end of year2023-12-31$397,968,503
Assets. Corporate common stocks other than exployer securities at beginning of year2023-12-31$348,952,845
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Aggregate proceeds on sale of assets2023-12-31$103,358,248
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31PRICEWATERHOUSECOOPERS LLP
Accountancy firm EIN2023-12-31134008324
Unrealized appreciation/depreciation of other (non real estate) assets2023-01-01$-3,524,382
Total unrealized appreciation/depreciation of assets2023-01-01$-3,524,382
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$1,122,364
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$2,496,464
Total income from all sources (including contributions)2023-01-01$124,300,373
Total loss/gain on sale of assets2023-01-01$103,358,248
Total of all expenses incurred2023-01-01$147,289,447
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-01-01$140,801,082
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-01-01$0
Value of total assets at end of year2023-01-01$1,793,536,597
Value of total assets at beginning of year2023-01-01$1,817,899,771
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-01-01$6,488,365
Total interest from all sources2023-01-01$42,405,561
Total dividends received (eg from common stock, registered investment company shares)2023-01-01$6,557,616
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-01-01No
Assets. Corporate prefeered stocks other than exployer securities at end of year2023-01-01$40,722
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2023-01-01$35,338
Was this plan covered by a fidelity bond2023-01-01Yes
Value of fidelity bond cover2023-01-01$25,000,000
Were there any nonexempt tranactions with any party-in-interest2023-01-01No
Assets. Other investments not covered elsewhere at end of year2023-01-01$465,071,192
Assets. Other investments not covered elsewhere at beginning of year2023-01-01$553,544,803
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-01-01$7,941,557
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-01-01$9,646,501
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2023-01-01$220,286
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2023-01-01$1,857,116
Administrative expenses (other) incurred2023-01-01$2,725,034
Liabilities. Value of operating payables at end of year2023-01-01$902,078
Liabilities. Value of operating payables at beginning of year2023-01-01$639,348
Total non interest bearing cash at end of year2023-01-01$10,296,119
Total non interest bearing cash at beginning of year2023-01-01$34,257,847
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Value of net income/loss2023-01-01$-22,989,074
Value of net assets at end of year (total assets less liabilities)2023-01-01$1,792,414,233
Value of net assets at beginning of year (total assets less liabilities)2023-01-01$1,815,403,307
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2023-01-01No
Were any leases to which the plan was party in default or uncollectible2023-01-01No
Investment advisory and management fees2023-01-01$1,972,702
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-01-01$1,639,380
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-01-01$1,395,376
Value of interest in pooled separate accounts at end of year2023-01-01$26,703,260
Value of interest in pooled separate accounts at beginning of year2023-01-01$34,298,988
Interest earned on other investments2023-01-01$3,635,016
Income. Interest from US Government securities2023-01-01$24,321,709
Income. Interest from corporate debt instruments2023-01-01$14,370,033
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-01-01$78,803
Asset value of US Government securities at end of year2023-01-01$314,944,569
Asset value of US Government securities at beginning of year2023-01-01$282,193,254
Net investment gain/loss from pooled separate accounts2023-01-01$-24,496,670
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-01-01Yes
Was there a failure to transmit to the plan any participant contributions2023-01-01No
Has the plan failed to provide any benefit when due under the plan2023-01-01No
Income. Dividends from common stock2023-01-01$6,557,616
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-01-01$140,801,082
Asset. Corporate debt instrument preferred debt at end of year2023-01-01$71,156,776
Asset. Corporate debt instrument preferred debt at beginning of year2023-01-01$113,476,962
Asset. Corporate debt instrument debt (other) at end of year2023-01-01$497,774,519
Asset. Corporate debt instrument debt (other) at beginning of year2023-01-01$440,097,857
Contract administrator fees2023-01-01$32,565
Assets. Corporate common stocks other than exployer securities at end of year2023-01-01$397,968,503
Assets. Corporate common stocks other than exployer securities at beginning of year2023-01-01$348,952,845
Did the plan have assets held for investment2023-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-01-01No
Aggregate proceeds on sale of assets2023-01-01$103,358,248
Opinion of an independent qualified public accountant for this plan2023-01-011
Accountancy firm name2023-01-01PRICEWATERHOUSECOOPERS LLP
Accountancy firm EIN2023-01-01134008324
2022 : EQUITABLE RETIREMENT PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$2,779,405
Total unrealized appreciation/depreciation of assets2022-12-31$2,779,405
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$2,496,464
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$3,792,962
Total income from all sources (including contributions)2022-12-31$-435,927,070
Total loss/gain on sale of assets2022-12-31$-508,763,659
Total of all expenses incurred2022-12-31$149,579,745
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$142,884,209
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$0
Value of total assets at end of year2022-12-31$1,817,899,771
Value of total assets at beginning of year2022-12-31$2,404,703,084
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$6,695,536
Total interest from all sources2022-12-31$38,711,176
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$8,010,366
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Administrative expenses professional fees incurred2022-12-31$4,532,082
Assets. Corporate prefeered stocks other than exployer securities at end of year2022-12-31$35,338
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2022-12-31$49,616
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$25,000,000
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Assets. Other investments not covered elsewhere at end of year2022-12-31$553,544,803
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$554,499,059
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$9,646,501
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$9,255,814
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$1,857,116
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$2,692,080
Liabilities. Value of operating payables at end of year2022-12-31$639,348
Liabilities. Value of operating payables at beginning of year2022-12-31$1,100,882
Total non interest bearing cash at end of year2022-12-31$34,257,847
Total non interest bearing cash at beginning of year2022-12-31$11,067,818
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-585,506,815
Value of net assets at end of year (total assets less liabilities)2022-12-31$1,815,403,307
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$2,400,910,122
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$2,163,454
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$1,395,376
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$1,230,992
Value of interest in pooled separate accounts at end of year2022-12-31$34,298,988
Value of interest in pooled separate accounts at beginning of year2022-12-31$45,894,435
Interest earned on other investments2022-12-31$3,263,803
Income. Interest from US Government securities2022-12-31$22,317,318
Income. Interest from corporate debt instruments2022-12-31$13,106,996
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$23,059
Asset value of US Government securities at end of year2022-12-31$282,193,254
Asset value of US Government securities at beginning of year2022-12-31$342,677,880
Net investment gain/loss from pooled separate accounts2022-12-31$23,335,642
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Income. Dividends from common stock2022-12-31$8,010,366
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$142,884,209
Asset. Corporate debt instrument preferred debt at end of year2022-12-31$113,476,962
Asset. Corporate debt instrument preferred debt at beginning of year2022-12-31$120,294,380
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$440,097,857
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$655,743,592
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$348,952,845
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$663,989,498
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Aggregate proceeds on sale of assets2022-12-31$-508,763,659
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31PRICEWATERHOUSECOOPERS LLP
Accountancy firm EIN2022-12-31134008324
Unrealized appreciation/depreciation of other (non real estate) assets2022-01-01$2,779,405
Total unrealized appreciation/depreciation of assets2022-01-01$2,779,405
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$2,496,464
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$3,792,962
Total income from all sources (including contributions)2022-01-01$-435,927,070
Total loss/gain on sale of assets2022-01-01$-508,763,659
Total of all expenses incurred2022-01-01$149,579,745
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-01-01$142,884,209
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-01-01$0
Value of total assets at end of year2022-01-01$1,817,899,771
Value of total assets at beginning of year2022-01-01$2,404,703,084
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-01-01$6,695,536
Total interest from all sources2022-01-01$38,711,176
Total dividends received (eg from common stock, registered investment company shares)2022-01-01$8,010,366
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-01-01No
Administrative expenses professional fees incurred2022-01-01$4,532,082
Assets. Corporate prefeered stocks other than exployer securities at end of year2022-01-01$35,338
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2022-01-01$49,616
Was this plan covered by a fidelity bond2022-01-01Yes
Value of fidelity bond cover2022-01-01$25,000,000
Were there any nonexempt tranactions with any party-in-interest2022-01-01No
Assets. Other investments not covered elsewhere at end of year2022-01-01$553,544,803
Assets. Other investments not covered elsewhere at beginning of year2022-01-01$554,499,059
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-01-01$9,646,501
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-01-01$9,255,814
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-01-01$1,857,116
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-01-01$2,692,080
Liabilities. Value of operating payables at end of year2022-01-01$639,348
Liabilities. Value of operating payables at beginning of year2022-01-01$1,100,882
Total non interest bearing cash at end of year2022-01-01$34,257,847
Total non interest bearing cash at beginning of year2022-01-01$11,067,818
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Value of net income/loss2022-01-01$-585,506,815
Value of net assets at end of year (total assets less liabilities)2022-01-01$1,815,403,307
Value of net assets at beginning of year (total assets less liabilities)2022-01-01$2,400,910,122
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2022-01-01No
Were any leases to which the plan was party in default or uncollectible2022-01-01No
Investment advisory and management fees2022-01-01$2,163,454
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-01-01$1,395,376
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-01-01$1,230,992
Value of interest in pooled separate accounts at end of year2022-01-01$34,298,988
Value of interest in pooled separate accounts at beginning of year2022-01-01$45,894,435
Interest earned on other investments2022-01-01$3,263,803
Income. Interest from US Government securities2022-01-01$22,317,318
Income. Interest from corporate debt instruments2022-01-01$13,106,996
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-01-01$23,059
Asset value of US Government securities at end of year2022-01-01$282,193,254
Asset value of US Government securities at beginning of year2022-01-01$342,677,880
Net investment gain/loss from pooled separate accounts2022-01-01$23,335,642
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-01-01Yes
Was there a failure to transmit to the plan any participant contributions2022-01-01No
Has the plan failed to provide any benefit when due under the plan2022-01-01No
Income. Dividends from common stock2022-01-01$8,010,366
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-01-01$142,884,209
Asset. Corporate debt instrument preferred debt at end of year2022-01-01$113,476,962
Asset. Corporate debt instrument preferred debt at beginning of year2022-01-01$120,294,380
Asset. Corporate debt instrument debt (other) at end of year2022-01-01$440,097,857
Asset. Corporate debt instrument debt (other) at beginning of year2022-01-01$655,743,592
Assets. Corporate common stocks other than exployer securities at end of year2022-01-01$348,952,845
Assets. Corporate common stocks other than exployer securities at beginning of year2022-01-01$663,989,498
Did the plan have assets held for investment2022-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-01-01No
Aggregate proceeds on sale of assets2022-01-01$-508,763,659
Opinion of an independent qualified public accountant for this plan2022-01-011
Accountancy firm name2022-01-01PRICEWATERHOUSECOOPERS LLP
Accountancy firm EIN2022-01-01134008324
2021 : EQUITABLE RETIREMENT PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$16,782,184
Total unrealized appreciation/depreciation of assets2021-12-31$16,782,184
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$3,792,962
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$5,180,601
Total income from all sources (including contributions)2021-12-31$211,782,359
Total loss/gain on sale of assets2021-12-31$73,022,287
Total of all expenses incurred2021-12-31$157,257,287
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$149,452,626
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$0
Value of total assets at end of year2021-12-31$2,404,703,084
Value of total assets at beginning of year2021-12-31$2,351,565,651
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$7,804,661
Total interest from all sources2021-12-31$36,825,274
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$9,874,368
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Administrative expenses professional fees incurred2021-12-31$5,090,485
Assets. Corporate prefeered stocks other than exployer securities at end of year2021-12-31$49,616
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2021-12-31$45,387
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$25,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Assets. Other investments not covered elsewhere at end of year2021-12-31$554,499,059
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$472,566,555
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$9,255,814
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$9,416,773
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$2,692,080
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$3,834,500
Liabilities. Value of operating payables at end of year2021-12-31$1,100,882
Liabilities. Value of operating payables at beginning of year2021-12-31$1,346,101
Total non interest bearing cash at end of year2021-12-31$11,067,818
Total non interest bearing cash at beginning of year2021-12-31$15,875,951
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$54,525,072
Value of net assets at end of year (total assets less liabilities)2021-12-31$2,400,910,122
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$2,346,385,050
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$2,714,176
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$1,230,992
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$1,076,714
Value of interest in pooled separate accounts at end of year2021-12-31$45,894,435
Value of interest in pooled separate accounts at beginning of year2021-12-31$20,973,096
Interest earned on other investments2021-12-31$3,243,125
Income. Interest from US Government securities2021-12-31$21,156,193
Income. Interest from corporate debt instruments2021-12-31$12,425,065
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$891
Asset value of US Government securities at end of year2021-12-31$342,677,880
Asset value of US Government securities at beginning of year2021-12-31$339,216,212
Net investment gain/loss from pooled separate accounts2021-12-31$75,278,246
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Income. Dividends from common stock2021-12-31$9,874,368
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$149,452,626
Asset. Corporate debt instrument preferred debt at end of year2021-12-31$120,294,380
Asset. Corporate debt instrument preferred debt at beginning of year2021-12-31$249,981,776
Asset. Corporate debt instrument debt (other) at end of year2021-12-31$655,743,592
Asset. Corporate debt instrument debt (other) at beginning of year2021-12-31$526,420,005
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$663,989,498
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$715,993,182
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Aggregate proceeds on sale of assets2021-12-31$73,022,287
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31PRICEWATERHOUSECOOPERS LLP
Accountancy firm EIN2021-12-31134008324
2020 : EQUITABLE RETIREMENT PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$-4,474,835
Total unrealized appreciation/depreciation of assets2020-12-31$-4,474,835
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$5,180,601
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$3,476,581
Total income from all sources (including contributions)2020-12-31$343,444,572
Total loss/gain on sale of assets2020-12-31$296,940,885
Total of all expenses incurred2020-12-31$162,094,050
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$154,246,018
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$0
Value of total assets at end of year2020-12-31$2,351,565,651
Value of total assets at beginning of year2020-12-31$2,168,511,109
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$7,848,032
Total interest from all sources2020-12-31$36,990,146
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$9,783,922
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$5,580,635
Assets. Corporate prefeered stocks other than exployer securities at end of year2020-12-31$45,387
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2020-12-31$33,986
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$25,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Assets. Other investments not covered elsewhere at end of year2020-12-31$472,566,555
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$472,884,233
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$9,416,773
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$9,438,736
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$3,834,500
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$2,356,092
Liabilities. Value of operating payables at end of year2020-12-31$1,346,101
Liabilities. Value of operating payables at beginning of year2020-12-31$1,120,489
Total non interest bearing cash at end of year2020-12-31$15,875,951
Total non interest bearing cash at beginning of year2020-12-31$15,700,562
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$181,350,522
Value of net assets at end of year (total assets less liabilities)2020-12-31$2,346,385,050
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$2,165,034,528
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$2,267,397
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$1,076,714
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$999,798
Value of interest in pooled separate accounts at end of year2020-12-31$20,973,096
Value of interest in pooled separate accounts at beginning of year2020-12-31$19,965,502
Interest earned on other investments2020-12-31$3,533,610
Income. Interest from US Government securities2020-12-31$21,073,691
Income. Interest from corporate debt instruments2020-12-31$12,376,612
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$6,233
Asset value of US Government securities at end of year2020-12-31$339,216,212
Asset value of US Government securities at beginning of year2020-12-31$428,457,090
Net investment gain/loss from pooled separate accounts2020-12-31$4,204,454
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Income. Dividends from common stock2020-12-31$9,783,922
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$154,246,018
Asset. Corporate debt instrument preferred debt at end of year2020-12-31$249,981,776
Asset. Corporate debt instrument preferred debt at beginning of year2020-12-31$317,616,207
Asset. Corporate debt instrument debt (other) at end of year2020-12-31$526,420,005
Asset. Corporate debt instrument debt (other) at beginning of year2020-12-31$333,949,031
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$715,993,182
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$569,465,964
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$296,940,885
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31PRICEWATERHOUSECOOPERS LLP
Accountancy firm EIN2020-12-31134008324
2019 : EQUITABLE RETIREMENT PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$223,995
Total unrealized appreciation/depreciation of assets2019-12-31$223,995
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$3,476,581
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$3,658,732
Total income from all sources (including contributions)2019-12-31$336,920,982
Total loss/gain on sale of assets2019-12-31$264,715,862
Total of all expenses incurred2019-12-31$164,436,547
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$156,026,292
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$0
Value of total assets at end of year2019-12-31$2,168,511,109
Value of total assets at beginning of year2019-12-31$1,996,208,825
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$8,410,255
Total interest from all sources2019-12-31$42,604,098
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$9,972,260
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$5,502,372
Assets. Corporate prefeered stocks other than exployer securities at end of year2019-12-31$33,986
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2019-12-31$39,044
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$25,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Assets. Other investments not covered elsewhere at end of year2019-12-31$472,884,233
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$479,862,217
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$9,438,736
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$10,301,395
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$2,356,092
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$2,697,583
Liabilities. Value of operating payables at end of year2019-12-31$1,120,489
Liabilities. Value of operating payables at beginning of year2019-12-31$961,149
Total non interest bearing cash at end of year2019-12-31$15,700,562
Total non interest bearing cash at beginning of year2019-12-31$24,412,260
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$172,484,435
Value of net assets at end of year (total assets less liabilities)2019-12-31$2,165,034,528
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$1,992,550,093
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$2,907,883
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$999,798
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$852,916
Value of interest in pooled separate accounts at end of year2019-12-31$19,965,502
Value of interest in pooled separate accounts at beginning of year2019-12-31$19,851,787
Interest on participant loans2019-12-31$4,990,563
Income. Interest from US Government securities2019-12-31$23,683,223
Income. Interest from corporate debt instruments2019-12-31$13,909,195
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$21,117
Asset value of US Government securities at end of year2019-12-31$428,457,090
Asset value of US Government securities at beginning of year2019-12-31$400,501,789
Net investment gain/loss from pooled separate accounts2019-12-31$19,404,767
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Income. Dividends from preferred stock2019-12-31$9,972,260
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$156,026,292
Asset. Corporate debt instrument preferred debt at end of year2019-12-31$317,616,207
Asset. Corporate debt instrument preferred debt at beginning of year2019-12-31$261,792,422
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$333,949,031
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$355,143,818
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$569,465,964
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$443,451,177
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$264,715,862
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31PRICEWATERHOUSECOOPERS LLP
Accountancy firm EIN2019-12-31134008324
2018 : EQUITABLE RETIREMENT PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$2,514,365
Total unrealized appreciation/depreciation of assets2018-12-31$2,514,365
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$3,658,732
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$5,569,670
Total income from all sources (including contributions)2018-12-31$-32,583,462
Total loss/gain on sale of assets2018-12-31$-115,280,049
Total of all expenses incurred2018-12-31$302,254,575
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$292,517,086
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$0
Value of total assets at end of year2018-12-31$1,996,208,825
Value of total assets at beginning of year2018-12-31$2,332,957,800
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$9,737,489
Total interest from all sources2018-12-31$44,556,647
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$10,788,680
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$6,593,728
Assets. Corporate prefeered stocks other than exployer securities at end of year2018-12-31$39,044
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2018-12-31$57,691
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$25,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Assets. Other investments not covered elsewhere at end of year2018-12-31$479,862,217
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$452,349,718
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$137,588,746
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$10,301,395
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$11,264,990
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$2,697,583
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$3,724,043
Liabilities. Value of operating payables at end of year2018-12-31$961,149
Liabilities. Value of operating payables at beginning of year2018-12-31$1,845,627
Total non interest bearing cash at end of year2018-12-31$24,412,260
Total non interest bearing cash at beginning of year2018-12-31$9,649,105
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-334,838,037
Value of net assets at end of year (total assets less liabilities)2018-12-31$1,992,550,093
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$2,327,388,130
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$3,143,761
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$852,916
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$712,560
Value of interest in pooled separate accounts at end of year2018-12-31$19,851,787
Value of interest in pooled separate accounts at beginning of year2018-12-31$22,354,898
Interest earned on other investments2018-12-31$5,556,512
Income. Interest from US Government securities2018-12-31$24,560,168
Income. Interest from corporate debt instruments2018-12-31$14,424,226
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$15,741
Asset value of US Government securities at end of year2018-12-31$400,501,789
Asset value of US Government securities at beginning of year2018-12-31$406,265,776
Net investment gain/loss from pooled separate accounts2018-12-31$24,836,895
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Income. Dividends from common stock2018-12-31$10,788,680
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$154,928,340
Asset. Corporate debt instrument preferred debt at end of year2018-12-31$261,792,422
Asset. Corporate debt instrument preferred debt at beginning of year2018-12-31$359,354,976
Asset. Corporate debt instrument debt (other) at end of year2018-12-31$355,143,818
Asset. Corporate debt instrument debt (other) at beginning of year2018-12-31$365,166,919
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$443,451,177
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$705,781,167
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$-115,280,049
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31PRICEWATERHOUSECOOPERS LLP
Accountancy firm EIN2018-12-31134008324
2017 : EQUITABLE RETIREMENT PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$5,204,155
Total unrealized appreciation/depreciation of assets2017-12-31$5,204,155
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$5,569,670
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$1,535,541
Total income from all sources (including contributions)2017-12-31$296,764,768
Total loss/gain on sale of assets2017-12-31$211,402,004
Total of all expenses incurred2017-12-31$171,825,179
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$161,809,059
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$0
Value of total assets at end of year2017-12-31$2,332,957,800
Value of total assets at beginning of year2017-12-31$2,203,984,082
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$10,016,120
Total interest from all sources2017-12-31$42,540,273
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$13,399,253
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$7,126,988
Assets. Corporate prefeered stocks other than exployer securities at end of year2017-12-31$57,691
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2017-12-31$55,020
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$25,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Assets. Other investments not covered elsewhere at end of year2017-12-31$452,349,718
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$386,763,832
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$11,264,990
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$11,693,502
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$3,724,043
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$329,330
Liabilities. Value of operating payables at end of year2017-12-31$1,845,627
Liabilities. Value of operating payables at beginning of year2017-12-31$1,206,211
Total non interest bearing cash at end of year2017-12-31$9,649,105
Total non interest bearing cash at beginning of year2017-12-31$19,589,119
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$124,939,589
Value of net assets at end of year (total assets less liabilities)2017-12-31$2,327,388,130
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$2,202,448,541
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$2,889,132
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$712,560
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$600,613
Value of interest in pooled separate accounts at end of year2017-12-31$22,354,898
Value of interest in pooled separate accounts at beginning of year2017-12-31$13,344,222
Interest earned on other investments2017-12-31$2,158,742
Income. Interest from US Government securities2017-12-31$25,435,651
Income. Interest from corporate debt instruments2017-12-31$14,938,399
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$7,481
Asset value of US Government securities at end of year2017-12-31$406,265,776
Asset value of US Government securities at beginning of year2017-12-31$348,552,683
Net investment gain/loss from pooled separate accounts2017-12-31$24,219,083
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Income. Dividends from common stock2017-12-31$13,399,253
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$161,809,059
Asset. Corporate debt instrument preferred debt at end of year2017-12-31$359,354,976
Asset. Corporate debt instrument preferred debt at beginning of year2017-12-31$355,213,940
Asset. Corporate debt instrument debt (other) at end of year2017-12-31$365,166,919
Asset. Corporate debt instrument debt (other) at beginning of year2017-12-31$354,589,873
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$705,781,167
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$713,581,278
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$211,402,004
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31PRICEWATERHOUSECOOPERS LLP
Accountancy firm EIN2017-12-31134008324
2016 : EQUITABLE RETIREMENT PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$4,680,717
Total unrealized appreciation/depreciation of assets2016-12-31$4,680,717
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$1,535,541
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$1,768,012
Total income from all sources (including contributions)2016-12-31$144,630,142
Total loss/gain on sale of assets2016-12-31$59,077,185
Total of all expenses incurred2016-12-31$176,358,974
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$165,050,041
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$0
Value of total assets at end of year2016-12-31$2,203,984,082
Value of total assets at beginning of year2016-12-31$2,235,945,385
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$11,308,933
Total interest from all sources2016-12-31$42,345,978
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$15,320,583
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$5,234,985
Assets. Corporate prefeered stocks other than exployer securities at end of year2016-12-31$55,020
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2016-12-31$66,431
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$25,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Assets. Other investments not covered elsewhere at end of year2016-12-31$386,763,832
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$350,522,924
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$11,693,502
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$13,467,959
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$329,330
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$292,978
Administrative expenses (other) incurred2016-12-31$3,449,808
Liabilities. Value of operating payables at end of year2016-12-31$1,206,211
Liabilities. Value of operating payables at beginning of year2016-12-31$1,475,034
Total non interest bearing cash at end of year2016-12-31$19,589,119
Total non interest bearing cash at beginning of year2016-12-31$10,603,202
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-31,728,832
Value of net assets at end of year (total assets less liabilities)2016-12-31$2,202,448,541
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$2,234,177,373
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$2,624,140
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$600,613
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$494,335
Value of interest in pooled separate accounts at end of year2016-12-31$13,344,222
Value of interest in pooled separate accounts at beginning of year2016-12-31$19,565,075
Interest earned on other investments2016-12-31$1,248,780
Income. Interest from US Government securities2016-12-31$25,889,534
Income. Interest from corporate debt instruments2016-12-31$15,204,964
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$2,700
Asset value of US Government securities at end of year2016-12-31$348,552,683
Asset value of US Government securities at beginning of year2016-12-31$306,541,407
Net investment gain/loss from pooled separate accounts2016-12-31$23,205,679
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Income. Dividends from common stock2016-12-31$15,320,583
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$165,050,041
Asset. Corporate debt instrument preferred debt at end of year2016-12-31$355,213,940
Asset. Corporate debt instrument preferred debt at beginning of year2016-12-31$345,680,592
Asset. Corporate debt instrument debt (other) at end of year2016-12-31$354,589,873
Asset. Corporate debt instrument debt (other) at beginning of year2016-12-31$410,042,129
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$713,581,278
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$778,961,331
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$59,077,185
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31PRICEWATERHOUSECOOPERS LLP
Accountancy firm EIN2016-12-31134008324
2015 : EQUITABLE RETIREMENT PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$1,052,229
Total unrealized appreciation/depreciation of assets2015-12-31$1,052,229
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$1,768,012
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$1,434,912
Total income from all sources (including contributions)2015-12-31$24,320,591
Total loss/gain on sale of assets2015-12-31$-70,347,093
Total of all expenses incurred2015-12-31$171,948,152
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$162,219,986
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$0
Value of total assets at end of year2015-12-31$2,235,945,385
Value of total assets at beginning of year2015-12-31$2,383,239,846
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$9,728,166
Total interest from all sources2015-12-31$44,346,380
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$16,480,244
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$7,506,426
Assets. Corporate prefeered stocks other than exployer securities at end of year2015-12-31$66,431
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2015-12-31$71,172
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$25,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Assets. Other investments not covered elsewhere at end of year2015-12-31$350,522,924
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$263,773,856
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$13,467,959
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$12,899,757
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$292,978
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$180,878
Liabilities. Value of operating payables at end of year2015-12-31$1,475,034
Liabilities. Value of operating payables at beginning of year2015-12-31$1,254,034
Total non interest bearing cash at end of year2015-12-31$10,603,202
Total non interest bearing cash at beginning of year2015-12-31$12,044,717
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-147,627,561
Value of net assets at end of year (total assets less liabilities)2015-12-31$2,234,177,373
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$2,381,804,934
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$2,221,740
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$494,335
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$406,185
Value of interest in pooled separate accounts at end of year2015-12-31$19,565,075
Value of interest in pooled separate accounts at beginning of year2015-12-31$20,012,670
Interest earned on other investments2015-12-31$-171,073
Income. Interest from US Government securities2015-12-31$28,045,706
Income. Interest from corporate debt instruments2015-12-31$16,471,287
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$460
Asset value of US Government securities at end of year2015-12-31$306,541,407
Asset value of US Government securities at beginning of year2015-12-31$358,248,090
Net investment gain/loss from pooled separate accounts2015-12-31$32,788,831
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Assets. Invements in employer securities at end of year2015-12-31$0
Assets. Invements in employer securities at beginning of year2015-12-31$2,844,243
Income. Dividends from common stock2015-12-31$16,480,244
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$162,219,986
Asset. Corporate debt instrument preferred debt at end of year2015-12-31$345,680,592
Asset. Corporate debt instrument preferred debt at beginning of year2015-12-31$403,544,147
Asset. Corporate debt instrument debt (other) at end of year2015-12-31$410,042,129
Asset. Corporate debt instrument debt (other) at beginning of year2015-12-31$418,718,404
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$778,961,331
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$890,676,605
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$-70,347,093
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31PRICEWATERHOUSECOOPERS LLP
Accountancy firm EIN2015-12-31134008324
2014 : EQUITABLE RETIREMENT PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$925,483
Total unrealized appreciation/depreciation of assets2014-12-31$925,483
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$1,434,912
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$1,908,563
Total income from all sources (including contributions)2014-12-31$247,070,934
Total loss/gain on sale of assets2014-12-31$153,452,136
Total of all expenses incurred2014-12-31$181,317,443
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$170,383,462
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$0
Value of total assets at end of year2014-12-31$2,383,239,846
Value of total assets at beginning of year2014-12-31$2,317,960,006
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$10,933,981
Total interest from all sources2014-12-31$46,901,571
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$17,726,428
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$6,608,908
Assets. Corporate prefeered stocks other than exployer securities at end of year2014-12-31$71,172
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2014-12-31$79,226
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$25,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Assets. Other investments not covered elsewhere at end of year2014-12-31$263,773,856
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$241,122,060
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$12,899,757
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$14,248,434
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$180,878
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$343,659
Administrative expenses (other) incurred2014-12-31$2,397,043
Liabilities. Value of operating payables at end of year2014-12-31$1,254,034
Liabilities. Value of operating payables at beginning of year2014-12-31$1,564,904
Total non interest bearing cash at end of year2014-12-31$12,044,717
Total non interest bearing cash at beginning of year2014-12-31$444,036
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$65,753,491
Value of net assets at end of year (total assets less liabilities)2014-12-31$2,381,804,934
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$2,316,051,443
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Assets. partnership/joint venture interests at end of year2014-12-31$0
Assets. partnership/joint venture interests at beginning of year2014-12-31$950,356
Investment advisory and management fees2014-12-31$1,928,030
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$406,185
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$310,617
Value of interest in pooled separate accounts at end of year2014-12-31$20,012,670
Value of interest in pooled separate accounts at beginning of year2014-12-31$22,553,597
Income. Interest from US Government securities2014-12-31$29,547,537
Income. Interest from corporate debt instruments2014-12-31$17,353,868
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$166
Asset value of US Government securities at end of year2014-12-31$358,248,090
Asset value of US Government securities at beginning of year2014-12-31$343,237,887
Net investment gain/loss from pooled separate accounts2014-12-31$28,065,316
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Assets. Invements in employer securities at end of year2014-12-31$2,844,243
Assets. Invements in employer securities at beginning of year2014-12-31$3,465,528
Income. Dividends from common stock2014-12-31$17,726,428
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$170,383,462
Asset. Corporate debt instrument preferred debt at end of year2014-12-31$403,544,147
Asset. Corporate debt instrument preferred debt at beginning of year2014-12-31$410,158,346
Asset. Corporate debt instrument debt (other) at end of year2014-12-31$418,718,404
Asset. Corporate debt instrument debt (other) at beginning of year2014-12-31$402,090,678
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$890,676,605
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$879,299,241
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$153,452,136
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31PRICEWATERHOUSECOOPERS LLP
Accountancy firm EIN2014-12-31134008324
2013 : EQUITABLE RETIREMENT PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$1,251,437
Total unrealized appreciation/depreciation of assets2013-12-31$1,251,437
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$1,908,563
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$2,595,892
Total income from all sources (including contributions)2013-12-31$170,635,503
Total loss/gain on sale of assets2013-12-31$78,937,181
Total of all expenses incurred2013-12-31$177,821,009
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$167,963,889
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$477
Value of total assets at end of year2013-12-31$2,317,960,006
Value of total assets at beginning of year2013-12-31$2,325,832,841
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$9,857,120
Total interest from all sources2013-12-31$45,876,158
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$15,847,287
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$5,953,277
Assets. Corporate prefeered stocks other than exployer securities at end of year2013-12-31$79,226
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2013-12-31$68,200
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$25,000,000
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Assets. Other investments not covered elsewhere at end of year2013-12-31$241,122,060
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$217,500,627
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$14,248,434
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$14,187,110
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$343,659
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$1,064,524
Administrative expenses (other) incurred2013-12-31$2,009,217
Liabilities. Value of operating payables at end of year2013-12-31$1,564,904
Liabilities. Value of operating payables at beginning of year2013-12-31$1,531,368
Total non interest bearing cash at end of year2013-12-31$444,036
Total non interest bearing cash at beginning of year2013-12-31$433,938
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$-7,185,506
Value of net assets at end of year (total assets less liabilities)2013-12-31$2,316,051,443
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$2,323,236,949
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Assets. partnership/joint venture interests at end of year2013-12-31$950,356
Assets. partnership/joint venture interests at beginning of year2013-12-31$2,134,294
Investment advisory and management fees2013-12-31$1,894,626
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$310,617
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$231,990
Value of interest in pooled separate accounts at end of year2013-12-31$22,553,597
Value of interest in pooled separate accounts at beginning of year2013-12-31$30,150,189
Income. Interest from US Government securities2013-12-31$28,900,072
Income. Interest from corporate debt instruments2013-12-31$16,975,891
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$195
Asset value of US Government securities at end of year2013-12-31$343,237,887
Asset value of US Government securities at beginning of year2013-12-31$409,591,592
Net investment gain/loss from pooled separate accounts2013-12-31$28,722,963
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Assets. Invements in employer securities at end of year2013-12-31$3,465,528
Assets. Invements in employer securities at beginning of year2013-12-31$2,263,963
Contributions received in cash from employer2013-12-31$477
Income. Dividends from common stock2013-12-31$15,847,287
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$167,963,889
Asset. Corporate debt instrument preferred debt at end of year2013-12-31$410,158,346
Asset. Corporate debt instrument preferred debt at beginning of year2013-12-31$403,727,339
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$402,090,678
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$455,779,537
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$879,299,241
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$789,764,062
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$78,937,181
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31PRICEWATERHOUSECOOPERS LLP
Accountancy firm EIN2013-12-31134008324
2012 : EQUITABLE RETIREMENT PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$653,903
Total unrealized appreciation/depreciation of assets2012-12-31$653,903
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$2,595,892
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$3,325,785
Total income from all sources (including contributions)2012-12-31$224,431,351
Total loss/gain on sale of assets2012-12-31$145,248,762
Total of all expenses incurred2012-12-31$189,780,964
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$179,986,366
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$26,082
Value of total assets at end of year2012-12-31$2,325,832,841
Value of total assets at beginning of year2012-12-31$2,291,912,347
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$9,794,598
Total interest from all sources2012-12-31$42,784,095
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$17,098,066
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$7,048,370
Assets. Corporate prefeered stocks other than exployer securities at end of year2012-12-31$68,200
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2012-12-31$430,498
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$25,000,000
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Assets. Other investments not covered elsewhere at end of year2012-12-31$217,500,627
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$201,663,254
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$14,187,110
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$13,987,214
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$1,064,524
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$1,826,908
Administrative expenses (other) incurred2012-12-31$944,615
Liabilities. Value of operating payables at end of year2012-12-31$1,531,368
Liabilities. Value of operating payables at beginning of year2012-12-31$1,498,877
Total non interest bearing cash at end of year2012-12-31$433,938
Total non interest bearing cash at beginning of year2012-12-31$752,181
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$34,650,387
Value of net assets at end of year (total assets less liabilities)2012-12-31$2,323,236,949
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$2,288,586,562
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Assets. partnership/joint venture interests at end of year2012-12-31$2,134,294
Assets. partnership/joint venture interests at beginning of year2012-12-31$2,532,984
Investment advisory and management fees2012-12-31$1,801,613
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$231,990
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$156,745
Value of interest in pooled separate accounts at end of year2012-12-31$30,150,189
Value of interest in pooled separate accounts at beginning of year2012-12-31$32,346,650
Income. Interest from US Government securities2012-12-31$26,952,131
Income. Interest from corporate debt instruments2012-12-31$15,831,634
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$330
Asset value of US Government securities at end of year2012-12-31$409,591,592
Asset value of US Government securities at beginning of year2012-12-31$274,493,013
Net investment gain/loss from pooled separate accounts2012-12-31$18,620,443
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Assets. Invements in employer securities at end of year2012-12-31$2,263,963
Assets. Invements in employer securities at beginning of year2012-12-31$1,597,945
Contributions received in cash from employer2012-12-31$26,082
Employer contributions (assets) at end of year2012-12-31$0
Employer contributions (assets) at beginning of year2012-12-31$259,973,918
Income. Dividends from common stock2012-12-31$17,098,066
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$179,986,366
Asset. Corporate debt instrument preferred debt at end of year2012-12-31$403,727,339
Asset. Corporate debt instrument preferred debt at beginning of year2012-12-31$395,859,741
Asset. Corporate debt instrument debt (other) at end of year2012-12-31$455,779,537
Asset. Corporate debt instrument debt (other) at beginning of year2012-12-31$396,224,939
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$789,764,062
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$711,893,265
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$145,248,762
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31PRICEWATERHOUSECOOPERS LLP
Accountancy firm EIN2012-12-31134008324
2011 : EQUITABLE RETIREMENT PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$2,209,654
Total unrealized appreciation/depreciation of assets2011-12-31$2,209,654
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$3,325,785
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$2,676,347
Total income from all sources (including contributions)2011-12-31$343,881,223
Total loss/gain on sale of assets2011-12-31$11,495,979
Total of all expenses incurred2011-12-31$184,396,549
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$174,720,745
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$259,973,918
Value of total assets at end of year2011-12-31$2,291,912,347
Value of total assets at beginning of year2011-12-31$2,131,778,235
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$9,675,804
Total interest from all sources2011-12-31$35,570,608
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$10,824,720
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$7,004,452
Assets. Corporate prefeered stocks other than exployer securities at end of year2011-12-31$430,498
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$25,000,000
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Assets. Other investments not covered elsewhere at end of year2011-12-31$201,663,254
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$185,534,363
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$13,987,214
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$11,891,058
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$1,826,908
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$1,251,994
Administrative expenses (other) incurred2011-12-31$983,325
Liabilities. Value of operating payables at end of year2011-12-31$1,498,877
Liabilities. Value of operating payables at beginning of year2011-12-31$1,424,353
Total non interest bearing cash at end of year2011-12-31$752,181
Total non interest bearing cash at beginning of year2011-12-31$6,863,998
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$159,484,674
Value of net assets at end of year (total assets less liabilities)2011-12-31$2,288,586,562
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$2,129,101,888
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Assets. partnership/joint venture interests at end of year2011-12-31$2,532,984
Assets. partnership/joint venture interests at beginning of year2011-12-31$5,729,525
Investment advisory and management fees2011-12-31$1,688,027
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$156,745
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$109,440,574
Value of interest in pooled separate accounts at end of year2011-12-31$32,346,650
Value of interest in pooled separate accounts at beginning of year2011-12-31$30,552,636
Income. Interest from US Government securities2011-12-31$22,406,156
Income. Interest from corporate debt instruments2011-12-31$13,164,323
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$2,381,355
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$2,381,355
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$129
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$0
Asset value of US Government securities at end of year2011-12-31$274,493,013
Asset value of US Government securities at beginning of year2011-12-31$148,266,366
Net investment gain/loss from pooled separate accounts2011-12-31$23,806,344
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Assets. Invements in employer securities at end of year2011-12-31$1,597,945
Assets. Invements in employer securities at beginning of year2011-12-31$2,075,340
Contributions received in cash from employer2011-12-31$259,973,918
Employer contributions (assets) at end of year2011-12-31$259,973,918
Employer contributions (assets) at beginning of year2011-12-31$665,109,297
Income. Dividends from common stock2011-12-31$10,824,720
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$174,720,745
Asset. Corporate debt instrument preferred debt at end of year2011-12-31$395,859,741
Asset. Corporate debt instrument preferred debt at beginning of year2011-12-31$343,480,353
Asset. Corporate debt instrument debt (other) at end of year2011-12-31$396,224,939
Asset. Corporate debt instrument debt (other) at beginning of year2011-12-31$210,694,522
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$711,893,265
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$409,758,848
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$11,495,979
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31PRICEWATERHOUSECOOPERS LLP
Accountancy firm EIN2011-12-31134008324
2010 : EQUITABLE RETIREMENT PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$775,531
Total unrealized appreciation/depreciation of assets2010-12-31$775,531
Total transfer of assets from this plan2010-12-31$6,173,519
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$2,676,347
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$2,871,935
Total income from all sources (including contributions)2010-12-31$829,628,592
Total loss/gain on sale of assets2010-12-31$41,834,487
Total of all expenses incurred2010-12-31$176,807,392
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$168,186,603
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$726,872,987
Value of total assets at end of year2010-12-31$2,131,778,235
Value of total assets at beginning of year2010-12-31$1,485,326,142
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$8,620,789
Total interest from all sources2010-12-31$31,102,417
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$8,784,592
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$6,501,841
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2010-12-31$541,816
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$25,000,000
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Assets. Other investments not covered elsewhere at end of year2010-12-31$185,534,363
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$72,478,217
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$11,891,058
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$11,690,763
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$1,251,994
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$1,033,553
Liabilities. Value of operating payables at end of year2010-12-31$1,424,353
Liabilities. Value of operating payables at beginning of year2010-12-31$1,838,382
Total non interest bearing cash at end of year2010-12-31$6,863,998
Total non interest bearing cash at beginning of year2010-12-31$32,404,519
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$652,821,200
Value of net assets at end of year (total assets less liabilities)2010-12-31$2,129,101,888
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$1,482,454,207
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Assets. partnership/joint venture interests at end of year2010-12-31$5,729,525
Assets. partnership/joint venture interests at beginning of year2010-12-31$5,366,865
Investment advisory and management fees2010-12-31$2,118,948
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$109,440,574
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$834,293
Value of interest in pooled separate accounts at end of year2010-12-31$30,552,636
Value of interest in pooled separate accounts at beginning of year2010-12-31$25,525,797
Income. Interest from US Government securities2010-12-31$19,591,989
Income. Interest from corporate debt instruments2010-12-31$11,510,303
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$2,381,355
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$125
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$0
Asset value of US Government securities at end of year2010-12-31$148,266,366
Asset value of US Government securities at beginning of year2010-12-31$192,411,409
Net investment gain/loss from pooled separate accounts2010-12-31$20,258,578
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Assets. Invements in employer securities at end of year2010-12-31$2,075,340
Assets. Invements in employer securities at beginning of year2010-12-31$2,942,406
Contributions received in cash from employer2010-12-31$726,872,987
Employer contributions (assets) at end of year2010-12-31$665,109,297
Employer contributions (assets) at beginning of year2010-12-31$134,464,201
Income. Dividends from common stock2010-12-31$8,784,592
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$168,186,603
Asset. Corporate debt instrument preferred debt at end of year2010-12-31$343,480,353
Asset. Corporate debt instrument preferred debt at beginning of year2010-12-31$280,078,495
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$210,694,522
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$156,323,200
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$409,758,848
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$570,264,161
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$41,834,487
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31PRICEWATERHOUSECOOPERS LLP
Accountancy firm EIN2010-12-31134008324

Form 5500 Responses for EQUITABLE RETIREMENT PLAN

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

Insurance Providers Used on plan

AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 )
Policy contract numberAC 6606
Policy instance 1
Insurance contract or identification numberAC 6606
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
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 )
Policy contract numberAC 6606
Policy instance 1
Insurance contract or identification numberAC 6606
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
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 )
Policy contract numberAC 6606
Policy instance 1
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 )
Policy contract numberAC 6606
Policy instance 1
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 )
Policy contract numberAC 6606
Policy instance 1
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 )
Policy contract numberAC 6606
Policy instance 1
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 )
Policy contract numberAC 6606
Policy instance 1
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 )
Policy contract numberAC 6606
Policy instance 1
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 )
Policy contract numberAC 6606
Policy instance 1
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 )
Policy contract numberAC 6606
Policy instance 1
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 )
Policy contract numberAC 6606
Policy instance 1
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 )
Policy contract numberAC 6606
Policy instance 1

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