AFSCME DISTRICT COUNCIL 33 has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan PHILADELPHIA MUNICIPAL WORKERS DISTRICT COUNCIL 33 RETIREMENT PLAN
401k plan membership statisitcs for PHILADELPHIA MUNICIPAL WORKERS DISTRICT COUNCIL 33 RETIREMENT PLAN
| Measure | Date | Value |
|---|
| 2023: PHILADELPHIA MUNICIPAL WORKERS DISTRICT COUNCIL 33 RETIREMENT PLAN 2023 401k membership |
|---|
| Market value of plan assets | 2023-03-31 | 29,970,421 |
| Acturial value of plan assets | 2023-03-31 | 29,970,421 |
| Funding target for retired participants and beneficiaries receiving payment | 2023-03-31 | 10,818,075 |
| Number of terminated vested participants | 2023-03-31 | 8 |
| Fundng target for terminated vested participants | 2023-03-31 | 557,093 |
| Active participant vested funding target | 2023-03-31 | 2,171,641 |
| Number of active participants | 2023-03-31 | 27 |
| Total funding liabilities for active participants | 2023-03-31 | 2,690,874 |
| Total participant count | 2023-03-31 | 64 |
| Total funding target for all participants | 2023-03-31 | 14,066,042 |
| Prefunding balance at beginning of prior year after applicable adjustments | 2023-03-31 | 3,718,682 |
| Amount remaining of prefunding balance | 2023-03-31 | 3,718,682 |
| Balance of prefunding at beginning of current year | 2023-03-31 | 3,894,204 |
| Minimum required contributions for current year target normal cost | 2023-03-31 | 521,582 |
| 2022: PHILADELPHIA MUNICIPAL WORKERS DISTRICT COUNCIL 33 RETIREMENT PLAN 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-04-01 | 64 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-04-01 | 24 |
| Number of retired or separated participants receiving benefits | 2022-04-01 | 28 |
| Number of other retired or separated participants entitled to future benefits | 2022-04-01 | 7 |
| Total of all active and inactive participants | 2022-04-01 | 59 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-04-01 | 1 |
| Total participants | 2022-04-01 | 60 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-04-01 | 3 |
| Market value of plan assets | 2022-03-31 | 31,923,478 |
| Acturial value of plan assets | 2022-03-31 | 31,923,478 |
| Funding target for retired participants and beneficiaries receiving payment | 2022-03-31 | 7,576,295 |
| Number of terminated vested participants | 2022-03-31 | 16 |
| Fundng target for terminated vested participants | 2022-03-31 | 2,917,680 |
| Active participant vested funding target | 2022-03-31 | 4,408,371 |
| Number of active participants | 2022-03-31 | 13 |
| Total funding liabilities for active participants | 2022-03-31 | 4,411,083 |
| Total participant count | 2022-03-31 | 55 |
| Total funding target for all participants | 2022-03-31 | 14,905,058 |
| Prefunding balance at beginning of prior year after applicable adjustments | 2022-03-31 | 2,884,712 |
| Amount remaining of prefunding balance | 2022-03-31 | 2,884,712 |
| Present value of excess contributions | 2022-03-31 | 296,818 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2022-03-31 | 312,668 |
| Balance of prefunding at beginning of current year | 2022-03-31 | 3,718,682 |
| Minimum required contributions for current year target normal cost | 2022-03-31 | 315,777 |
| 2021: PHILADELPHIA MUNICIPAL WORKERS DISTRICT COUNCIL 33 RETIREMENT PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-04-01 | 55 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-04-01 | 9 |
| Number of retired or separated participants receiving benefits | 2021-04-01 | 28 |
| Number of other retired or separated participants entitled to future benefits | 2021-04-01 | 8 |
| Total of all active and inactive participants | 2021-04-01 | 45 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-04-01 | 1 |
| Total participants | 2021-04-01 | 46 |
| Market value of plan assets | 2021-03-31 | 28,347,460 |
| Acturial value of plan assets | 2021-03-31 | 28,347,460 |
| Funding target for retired participants and beneficiaries receiving payment | 2021-03-31 | 8,022,563 |
| Number of terminated vested participants | 2021-03-31 | 4 |
| Fundng target for terminated vested participants | 2021-03-31 | 257,178 |
| Active participant vested funding target | 2021-03-31 | 10,521,420 |
| Number of active participants | 2021-03-31 | 33 |
| Total funding liabilities for active participants | 2021-03-31 | 10,573,016 |
| Total participant count | 2021-03-31 | 64 |
| Total funding target for all participants | 2021-03-31 | 18,852,757 |
| Prefunding balance at beginning of prior year after applicable adjustments | 2021-03-31 | 2,985,008 |
| Amount remaining of prefunding balance | 2021-03-31 | 2,985,008 |
| Present value of excess contributions | 2021-03-31 | 1,702,189 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2021-03-31 | 1,794,958 |
| Balance of prefunding at beginning of current year | 2021-03-31 | 2,884,712 |
| Total employer contributions | 2021-03-31 | 300,000 |
| Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2021-03-31 | 296,818 |
| Minimum required contributions for current year target normal cost | 2021-03-31 | 581,693 |
| Contributions allocatedtoward minimum required contributions for current year | 2021-03-31 | 296,818 |
| 2020: PHILADELPHIA MUNICIPAL WORKERS DISTRICT COUNCIL 33 RETIREMENT PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-04-01 | 64 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-04-01 | 13 |
| Number of retired or separated participants receiving benefits | 2020-04-01 | 26 |
| Number of other retired or separated participants entitled to future benefits | 2020-04-01 | 16 |
| Total of all active and inactive participants | 2020-04-01 | 55 |
| Total participants | 2020-04-01 | 55 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-04-01 | 4 |
| Market value of plan assets | 2020-03-31 | 31,685,912 |
| Acturial value of plan assets | 2020-03-31 | 31,685,912 |
| Funding target for retired participants and beneficiaries receiving payment | 2020-03-31 | 5,576,624 |
| Number of terminated vested participants | 2020-03-31 | 3 |
| Fundng target for terminated vested participants | 2020-03-31 | 112,874 |
| Active participant vested funding target | 2020-03-31 | 14,457,704 |
| Number of active participants | 2020-03-31 | 37 |
| Total funding liabilities for active participants | 2020-03-31 | 14,589,178 |
| Total participant count | 2020-03-31 | 66 |
| Total funding target for all participants | 2020-03-31 | 20,278,676 |
| Prefunding balance at beginning of prior year after applicable adjustments | 2020-03-31 | 2,833,689 |
| Amount remaining of carryover balance | 2020-03-31 | 0 |
| Amount remaining of prefunding balance | 2020-03-31 | 2,833,689 |
| Present value of excess contributions | 2020-03-31 | 1,704,031 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2020-03-31 | 1,799,968 |
| Balance of carryovers at beginning of current year | 2020-03-31 | 0 |
| Balance of prefunding at beginning of current year | 2020-03-31 | 2,985,008 |
| Total employer contributions | 2020-03-31 | 1,900,000 |
| Total employee contributions | 2020-03-31 | 0 |
| Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2020-03-31 | 1,702,189 |
| Remaining amount of unpaid minimum required contributions | 2020-03-31 | 0 |
| Minimum required contributions for current year target normal cost | 2020-03-31 | 569,672 |
| Total funding amount beforereflecting carryover/prefunding balances | 2020-03-31 | 0 |
| Additional cash requirement | 2020-03-31 | 0 |
| Contributions allocatedtoward minimum required contributions for current year | 2020-03-31 | 1,702,189 |
| Unpaid minimum required contributions for current year | 2020-03-31 | 0 |
| 2019: PHILADELPHIA MUNICIPAL WORKERS DISTRICT COUNCIL 33 RETIREMENT PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-04-01 | 63 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-04-01 | 30 |
| Number of retired or separated participants receiving benefits | 2019-04-01 | 27 |
| Number of other retired or separated participants entitled to future benefits | 2019-04-01 | 4 |
| Total of all active and inactive participants | 2019-04-01 | 61 |
| Total participants | 2019-04-01 | 61 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-04-01 | 1 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-04-01 | 0 |
| Market value of plan assets | 2019-03-31 | 28,866,969 |
| Acturial value of plan assets | 2019-03-31 | 28,866,969 |
| Funding target for retired participants and beneficiaries receiving payment | 2019-03-31 | 4,493,053 |
| Number of terminated vested participants | 2019-03-31 | 3 |
| Fundng target for terminated vested participants | 2019-03-31 | 101,122 |
| Active participant vested funding target | 2019-03-31 | 14,466,748 |
| Number of active participants | 2019-03-31 | 36 |
| Total funding liabilities for active participants | 2019-03-31 | 14,539,369 |
| Total participant count | 2019-03-31 | 63 |
| Total funding target for all participants | 2019-03-31 | 19,133,544 |
| Prefunding balance at beginning of prior year after applicable adjustments | 2019-03-31 | 2,619,663 |
| Amount remaining of prefunding balance | 2019-03-31 | 2,619,663 |
| Present value of excess contributions | 2019-03-31 | 1,547,082 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2019-03-31 | 1,637,122 |
| Balance of prefunding at beginning of current year | 2019-03-31 | 2,833,689 |
| Total employer contributions | 2019-03-31 | 1,750,000 |
| Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2019-03-31 | 1,704,031 |
| Minimum required contributions for current year target normal cost | 2019-03-31 | 495,075 |
| Contributions allocatedtoward minimum required contributions for current year | 2019-03-31 | 1,704,031 |
| 2018: PHILADELPHIA MUNICIPAL WORKERS DISTRICT COUNCIL 33 RETIREMENT PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-04-01 | 63 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-04-01 | 34 |
| Number of retired or separated participants receiving benefits | 2018-04-01 | 26 |
| Number of other retired or separated participants entitled to future benefits | 2018-04-01 | 3 |
| Total of all active and inactive participants | 2018-04-01 | 63 |
| Total participants | 2018-04-01 | 63 |
| Market value of plan assets | 2018-03-31 | 25,603,261 |
| Acturial value of plan assets | 2018-03-31 | 25,603,261 |
| Funding target for retired participants and beneficiaries receiving payment | 2018-03-31 | 4,669,687 |
| Number of terminated vested participants | 2018-03-31 | 3 |
| Fundng target for terminated vested participants | 2018-03-31 | 84,935 |
| Active participant vested funding target | 2018-03-31 | 12,465,923 |
| Number of active participants | 2018-03-31 | 36 |
| Total funding liabilities for active participants | 2018-03-31 | 12,502,253 |
| Total participant count | 2018-03-31 | 63 |
| Total funding target for all participants | 2018-03-31 | 17,256,875 |
| Prefunding balance at beginning of prior year after applicable adjustments | 2018-03-31 | 2,372,668 |
| Amount remaining of prefunding balance | 2018-03-31 | 2,372,668 |
| Present value of excess contributions | 2018-03-31 | 767,233 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2018-03-31 | 813,344 |
| Balance of prefunding at beginning of current year | 2018-03-31 | 2,619,663 |
| Total employer contributions | 2018-03-31 | 1,600,000 |
| Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2018-03-31 | 1,547,082 |
| Minimum required contributions for current year target normal cost | 2018-03-31 | 617,691 |
| Contributions allocatedtoward minimum required contributions for current year | 2018-03-31 | 1,547,082 |
| 2017: PHILADELPHIA MUNICIPAL WORKERS DISTRICT COUNCIL 33 RETIREMENT PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-04-01 | 63 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-04-01 | 36 |
| Number of retired or separated participants receiving benefits | 2017-04-01 | 24 |
| Number of other retired or separated participants entitled to future benefits | 2017-04-01 | 3 |
| Total of all active and inactive participants | 2017-04-01 | 63 |
| Total participants | 2017-04-01 | 63 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-04-01 | 0 |
| Market value of plan assets | 2017-03-31 | 22,883,216 |
| Acturial value of plan assets | 2017-03-31 | 22,883,216 |
| Funding target for retired participants and beneficiaries receiving payment | 2017-03-31 | 4,802,394 |
| Number of terminated vested participants | 2017-03-31 | 3 |
| Fundng target for terminated vested participants | 2017-03-31 | 75,192 |
| Active participant vested funding target | 2017-03-31 | 11,424,198 |
| Number of active participants | 2017-03-31 | 34 |
| Total funding liabilities for active participants | 2017-03-31 | 11,444,209 |
| Total participant count | 2017-03-31 | 62 |
| Total funding target for all participants | 2017-03-31 | 16,321,795 |
| Prefunding balance at beginning of prior year after applicable adjustments | 2017-03-31 | 2,388,191 |
| Amount remaining of prefunding balance | 2017-03-31 | 2,388,191 |
| Present value of excess contributions | 2017-03-31 | 754,883 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2017-03-31 | 801,686 |
| Balance of prefunding at beginning of current year | 2017-03-31 | 2,372,668 |
| Total employer contributions | 2017-03-31 | 800,000 |
| Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2017-03-31 | 767,233 |
| Minimum required contributions for current year target normal cost | 2017-03-31 | 506,239 |
| Contributions allocatedtoward minimum required contributions for current year | 2017-03-31 | 767,233 |
| 2016: PHILADELPHIA MUNICIPAL WORKERS DISTRICT COUNCIL 33 RETIREMENT PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-04-01 | 62 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-04-01 | 36 |
| Number of retired or separated participants receiving benefits | 2016-04-01 | 23 |
| Number of other retired or separated participants entitled to future benefits | 2016-04-01 | 3 |
| Total of all active and inactive participants | 2016-04-01 | 62 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-04-01 | 1 |
| Total participants | 2016-04-01 | 63 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-04-01 | 1 |
| 2015: PHILADELPHIA MUNICIPAL WORKERS DISTRICT COUNCIL 33 RETIREMENT PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-04-01 | 60 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-04-01 | 31 |
| Number of retired or separated participants receiving benefits | 2015-04-01 | 25 |
| Number of other retired or separated participants entitled to future benefits | 2015-04-01 | 3 |
| Total of all active and inactive participants | 2015-04-01 | 59 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-04-01 | 0 |
| Total participants | 2015-04-01 | 59 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-04-01 | 1 |
| 2014: PHILADELPHIA MUNICIPAL WORKERS DISTRICT COUNCIL 33 RETIREMENT PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-04-01 | 61 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-04-01 | 32 |
| Number of retired or separated participants receiving benefits | 2014-04-01 | 26 |
| Number of other retired or separated participants entitled to future benefits | 2014-04-01 | 1 |
| Total of all active and inactive participants | 2014-04-01 | 59 |
| Total participants | 2014-04-01 | 59 |
| 2013: PHILADELPHIA MUNICIPAL WORKERS DISTRICT COUNCIL 33 RETIREMENT PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-04-01 | 65 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-04-01 | 32 |
| Number of retired or separated participants receiving benefits | 2013-04-01 | 28 |
| Number of other retired or separated participants entitled to future benefits | 2013-04-01 | 1 |
| Total of all active and inactive participants | 2013-04-01 | 61 |
| Total participants | 2013-04-01 | 61 |
| 2012: PHILADELPHIA MUNICIPAL WORKERS DISTRICT COUNCIL 33 RETIREMENT PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-04-01 | 70 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-04-01 | 37 |
| Number of retired or separated participants receiving benefits | 2012-04-01 | 28 |
| Total of all active and inactive participants | 2012-04-01 | 65 |
| Total participants | 2012-04-01 | 65 |
| 2011: PHILADELPHIA MUNICIPAL WORKERS DISTRICT COUNCIL 33 RETIREMENT PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-04-01 | 69 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-04-01 | 38 |
| Number of retired or separated participants receiving benefits | 2011-04-01 | 28 |
| Number of other retired or separated participants entitled to future benefits | 2011-04-01 | 4 |
| Total of all active and inactive participants | 2011-04-01 | 70 |
| Total participants | 2011-04-01 | 70 |
| 2010: PHILADELPHIA MUNICIPAL WORKERS DISTRICT COUNCIL 33 RETIREMENT PLAN 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-04-01 | 68 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-04-01 | 37 |
| Number of retired or separated participants receiving benefits | 2010-04-01 | 27 |
| Number of other retired or separated participants entitled to future benefits | 2010-04-01 | 5 |
| Total of all active and inactive participants | 2010-04-01 | 69 |
| Total participants | 2010-04-01 | 69 |
| 2009: PHILADELPHIA MUNICIPAL WORKERS DISTRICT COUNCIL 33 RETIREMENT PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-04-01 | 67 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-04-01 | 35 |
| Number of retired or separated participants receiving benefits | 2009-04-01 | 28 |
| Number of other retired or separated participants entitled to future benefits | 2009-04-01 | 5 |
| Total of all active and inactive participants | 2009-04-01 | 68 |
| Total participants | 2009-04-01 | 68 |
| Measure | Date | Value |
|---|
| 2023 : PHILADELPHIA MUNICIPAL WORKERS DISTRICT COUNCIL 33 RETIREMENT PLAN 2023 401k financial data |
|---|
| Total income from all sources | 2023-03-31 | $-1,881,034 |
| Expenses. Total of all expenses incurred | 2023-03-31 | $1,266,087 |
| Benefits paid (including direct rollovers) | 2023-03-31 | $1,266,087 |
| Total plan assets at end of year | 2023-03-31 | $26,823,300 |
| Total plan assets at beginning of year | 2023-03-31 | $29,970,421 |
| Value of fidelity bond covering the plan | 2023-03-31 | $500,000 |
| Other income received | 2023-03-31 | $-1,881,034 |
| Net income (gross income less expenses) | 2023-03-31 | $-3,147,121 |
| Net plan assets at end of year (total assets less liabilities) | 2023-03-31 | $26,823,300 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-03-31 | $29,970,421 |
| 2022 : PHILADELPHIA MUNICIPAL WORKERS DISTRICT COUNCIL 33 RETIREMENT PLAN 2022 401k financial data |
|---|
| Total income from all sources | 2022-03-31 | $1,428,448 |
| Expenses. Total of all expenses incurred | 2022-03-31 | $3,381,505 |
| Benefits paid (including direct rollovers) | 2022-03-31 | $3,381,505 |
| Total plan assets at end of year | 2022-03-31 | $29,970,421 |
| Total plan assets at beginning of year | 2022-03-31 | $31,923,478 |
| Value of fidelity bond covering the plan | 2022-03-31 | $500,000 |
| Other income received | 2022-03-31 | $1,428,448 |
| Net income (gross income less expenses) | 2022-03-31 | $-1,953,057 |
| Net plan assets at end of year (total assets less liabilities) | 2022-03-31 | $29,970,421 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-03-31 | $31,923,478 |
| 2021 : PHILADELPHIA MUNICIPAL WORKERS DISTRICT COUNCIL 33 RETIREMENT PLAN 2021 401k financial data |
|---|
| Total plan liabilities at beginning of year | 2021-03-31 | $0 |
| Total income from all sources | 2021-03-31 | $7,912,104 |
| Expenses. Total of all expenses incurred | 2021-03-31 | $4,336,086 |
| Benefits paid (including direct rollovers) | 2021-03-31 | $4,336,086 |
| Total plan assets at end of year | 2021-03-31 | $31,923,478 |
| Total plan assets at beginning of year | 2021-03-31 | $28,347,460 |
| Value of fidelity bond covering the plan | 2021-03-31 | $500,000 |
| Other income received | 2021-03-31 | $7,612,104 |
| Net income (gross income less expenses) | 2021-03-31 | $3,576,018 |
| Net plan assets at end of year (total assets less liabilities) | 2021-03-31 | $31,923,478 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-03-31 | $28,347,460 |
| Total contributions received or receivable from employer(s) | 2021-03-31 | $300,000 |
| 2020 : PHILADELPHIA MUNICIPAL WORKERS DISTRICT COUNCIL 33 RETIREMENT PLAN 2020 401k financial data |
|---|
| Total plan liabilities at beginning of year | 2020-03-31 | $0 |
| Total income from all sources | 2020-03-31 | $725,626 |
| Expenses. Total of all expenses incurred | 2020-03-31 | $4,064,078 |
| Benefits paid (including direct rollovers) | 2020-03-31 | $4,064,078 |
| Total plan assets at end of year | 2020-03-31 | $28,347,460 |
| Total plan assets at beginning of year | 2020-03-31 | $31,685,912 |
| Value of fidelity bond covering the plan | 2020-03-31 | $500,000 |
| Other income received | 2020-03-31 | $-1,024,374 |
| Net income (gross income less expenses) | 2020-03-31 | $-3,338,452 |
| Net plan assets at end of year (total assets less liabilities) | 2020-03-31 | $28,347,460 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-03-31 | $31,685,912 |
| Total contributions received or receivable from employer(s) | 2020-03-31 | $1,750,000 |
| 2019 : PHILADELPHIA MUNICIPAL WORKERS DISTRICT COUNCIL 33 RETIREMENT PLAN 2019 401k financial data |
|---|
| Total plan liabilities at beginning of year | 2019-03-31 | $0 |
| Total income from all sources | 2019-03-31 | $3,324,856 |
| Expenses. Total of all expenses incurred | 2019-03-31 | $505,913 |
| Benefits paid (including direct rollovers) | 2019-03-31 | $505,913 |
| Total plan assets at end of year | 2019-03-31 | $31,685,912 |
| Total plan assets at beginning of year | 2019-03-31 | $28,866,969 |
| Value of fidelity bond covering the plan | 2019-03-31 | $500,000 |
| Other income received | 2019-03-31 | $1,574,856 |
| Net income (gross income less expenses) | 2019-03-31 | $2,818,943 |
| Net plan assets at end of year (total assets less liabilities) | 2019-03-31 | $31,685,912 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-03-31 | $28,866,969 |
| Total contributions received or receivable from employer(s) | 2019-03-31 | $1,750,000 |
| 2018 : PHILADELPHIA MUNICIPAL WORKERS DISTRICT COUNCIL 33 RETIREMENT PLAN 2018 401k financial data |
|---|
| Total plan liabilities at beginning of year | 2018-03-31 | $0 |
| Total income from all sources | 2018-03-31 | $3,734,775 |
| Expenses. Total of all expenses incurred | 2018-03-31 | $471,171 |
| Benefits paid (including direct rollovers) | 2018-03-31 | $471,171 |
| Total plan assets at end of year | 2018-03-31 | $28,866,969 |
| Total plan assets at beginning of year | 2018-03-31 | $25,603,365 |
| Value of fidelity bond covering the plan | 2018-03-31 | $500,000 |
| Other income received | 2018-03-31 | $2,134,775 |
| Net income (gross income less expenses) | 2018-03-31 | $3,263,604 |
| Net plan assets at end of year (total assets less liabilities) | 2018-03-31 | $28,866,969 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-03-31 | $25,603,365 |
| Total contributions received or receivable from employer(s) | 2018-03-31 | $1,600,000 |
| 2017 : PHILADELPHIA MUNICIPAL WORKERS DISTRICT COUNCIL 33 RETIREMENT PLAN 2017 401k financial data |
|---|
| Total plan liabilities at beginning of year | 2017-03-31 | $0 |
| Total income from all sources | 2017-03-31 | $3,196,854 |
| Expenses. Total of all expenses incurred | 2017-03-31 | $476,705 |
| Benefits paid (including direct rollovers) | 2017-03-31 | $476,705 |
| Total plan assets at end of year | 2017-03-31 | $25,603,365 |
| Total plan assets at beginning of year | 2017-03-31 | $22,883,216 |
| Value of fidelity bond covering the plan | 2017-03-31 | $500,000 |
| Other income received | 2017-03-31 | $2,396,854 |
| Net income (gross income less expenses) | 2017-03-31 | $2,720,149 |
| Net plan assets at end of year (total assets less liabilities) | 2017-03-31 | $25,603,365 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-03-31 | $22,883,216 |
| Total contributions received or receivable from employer(s) | 2017-03-31 | $800,000 |
| 2016 : PHILADELPHIA MUNICIPAL WORKERS DISTRICT COUNCIL 33 RETIREMENT PLAN 2016 401k financial data |
|---|
| Total plan liabilities at beginning of year | 2016-03-31 | $0 |
| Total income from all sources | 2016-03-31 | $627,147 |
| Expenses. Total of all expenses incurred | 2016-03-31 | $491,791 |
| Benefits paid (including direct rollovers) | 2016-03-31 | $491,791 |
| Total plan assets at end of year | 2016-03-31 | $22,883,216 |
| Total plan assets at beginning of year | 2016-03-31 | $22,747,860 |
| Value of fidelity bond covering the plan | 2016-03-31 | $500,000 |
| Other income received | 2016-03-31 | $-147,853 |
| Net income (gross income less expenses) | 2016-03-31 | $135,356 |
| Net plan assets at end of year (total assets less liabilities) | 2016-03-31 | $22,883,216 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-03-31 | $22,747,860 |
| Total contributions received or receivable from employer(s) | 2016-03-31 | $775,000 |
| 2015 : PHILADELPHIA MUNICIPAL WORKERS DISTRICT COUNCIL 33 RETIREMENT PLAN 2015 401k financial data |
|---|
| Total plan liabilities at beginning of year | 2015-03-31 | $0 |
| Total income from all sources | 2015-03-31 | $2,360,798 |
| Expenses. Total of all expenses incurred | 2015-03-31 | $461,785 |
| Benefits paid (including direct rollovers) | 2015-03-31 | $461,785 |
| Total plan assets at end of year | 2015-03-31 | $22,747,860 |
| Total plan assets at beginning of year | 2015-03-31 | $20,848,847 |
| Value of fidelity bond covering the plan | 2015-03-31 | $500,000 |
| Other income received | 2015-03-31 | $1,610,798 |
| Net income (gross income less expenses) | 2015-03-31 | $1,899,013 |
| Net plan assets at end of year (total assets less liabilities) | 2015-03-31 | $22,747,860 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-03-31 | $20,848,847 |
| Total contributions received or receivable from employer(s) | 2015-03-31 | $750,000 |
| 2014 : PHILADELPHIA MUNICIPAL WORKERS DISTRICT COUNCIL 33 RETIREMENT PLAN 2014 401k financial data |
|---|
| Total plan liabilities at beginning of year | 2014-03-31 | $0 |
| Total income from all sources | 2014-03-31 | $2,737,071 |
| Expenses. Total of all expenses incurred | 2014-03-31 | $477,625 |
| Benefits paid (including direct rollovers) | 2014-03-31 | $477,625 |
| Total plan assets at end of year | 2014-03-31 | $20,848,847 |
| Total plan assets at beginning of year | 2014-03-31 | $18,589,401 |
| Value of fidelity bond covering the plan | 2014-03-31 | $500,000 |
| Other income received | 2014-03-31 | $1,962,071 |
| Net income (gross income less expenses) | 2014-03-31 | $2,259,446 |
| Net plan assets at end of year (total assets less liabilities) | 2014-03-31 | $20,848,847 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-03-31 | $18,589,401 |
| Total contributions received or receivable from employer(s) | 2014-03-31 | $775,000 |
| 2013 : PHILADELPHIA MUNICIPAL WORKERS DISTRICT COUNCIL 33 RETIREMENT PLAN 2013 401k financial data |
|---|
| Total plan liabilities at beginning of year | 2013-03-31 | $0 |
| Total income from all sources | 2013-03-31 | $2,181,500 |
| Expenses. Total of all expenses incurred | 2013-03-31 | $945,953 |
| Benefits paid (including direct rollovers) | 2013-03-31 | $945,953 |
| Total plan assets at end of year | 2013-03-31 | $18,589,401 |
| Total plan assets at beginning of year | 2013-03-31 | $17,353,854 |
| Value of fidelity bond covering the plan | 2013-03-31 | $500,000 |
| Other income received | 2013-03-31 | $1,281,500 |
| Net income (gross income less expenses) | 2013-03-31 | $1,235,547 |
| Net plan assets at end of year (total assets less liabilities) | 2013-03-31 | $18,589,401 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-03-31 | $17,353,854 |
| Total contributions received or receivable from employer(s) | 2013-03-31 | $900,000 |
| 2012 : PHILADELPHIA MUNICIPAL WORKERS DISTRICT COUNCIL 33 RETIREMENT PLAN 2012 401k financial data |
|---|
| Total plan liabilities at beginning of year | 2012-03-31 | $0 |
| Total income from all sources | 2012-03-31 | $2,471,803 |
| Expenses. Total of all expenses incurred | 2012-03-31 | $526,720 |
| Benefits paid (including direct rollovers) | 2012-03-31 | $526,720 |
| Total plan assets at end of year | 2012-03-31 | $17,353,854 |
| Total plan assets at beginning of year | 2012-03-31 | $15,408,771 |
| Value of fidelity bond covering the plan | 2012-03-31 | $500,000 |
| Other income received | 2012-03-31 | $946,803 |
| Net income (gross income less expenses) | 2012-03-31 | $1,945,083 |
| Net plan assets at end of year (total assets less liabilities) | 2012-03-31 | $17,353,854 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-03-31 | $15,408,771 |
| Total contributions received or receivable from employer(s) | 2012-03-31 | $1,525,000 |
| 2011 : PHILADELPHIA MUNICIPAL WORKERS DISTRICT COUNCIL 33 RETIREMENT PLAN 2011 401k financial data |
|---|
| Total plan liabilities at beginning of year | 2011-03-31 | $0 |
| Total income from all sources | 2011-03-31 | $2,834,110 |
| Expenses. Total of all expenses incurred | 2011-03-31 | $449,951 |
| Benefits paid (including direct rollovers) | 2011-03-31 | $439,357 |
| Total plan assets at end of year | 2011-03-31 | $15,408,771 |
| Total plan assets at beginning of year | 2011-03-31 | $13,024,612 |
| Value of fidelity bond covering the plan | 2011-03-31 | $500,000 |
| Other income received | 2011-03-31 | $1,384,110 |
| Net income (gross income less expenses) | 2011-03-31 | $2,384,159 |
| Net plan assets at end of year (total assets less liabilities) | 2011-03-31 | $15,408,771 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-03-31 | $13,024,612 |
| Total contributions received or receivable from employer(s) | 2011-03-31 | $1,450,000 |
| Value of certain deemed distributions of participant loans | 2011-03-31 | $10,594 |
| VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 ) |
| Policy contract number | 013298 |
| Policy instance | 3 |
| Insurance contract or identification number | 013298 | | Insurance policy start date | 2022-04-01 | | Insurance policy end date | 2023-03-31 |
|
| VOYA (National Association of Insurance Commissioners NAIC id number: 52393 ) |
| Policy contract number | 040306 |
| Policy instance | 2 |
| Insurance contract or identification number | 040306 | | Insurance policy start date | 2022-04-01 | | Insurance policy end date | 2023-03-31 |
|
| CHARLES SCHWAB (National Association of Insurance Commissioners NAIC id number: 52393 ) |
| Policy contract number | 213311 |
| Policy instance | 1 |
| Insurance contract or identification number | 213311 | | Insurance policy start date | 2022-04-01 | | Insurance policy end date | 2023-03-31 |
|
| VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 ) |
| Policy contract number | 013298 |
| Policy instance | 3 |
| Insurance contract or identification number | 013298 | | Insurance policy start date | 2021-04-01 | | Insurance policy end date | 2022-03-31 |
|
| VOYA (National Association of Insurance Commissioners NAIC id number: 52393 ) |
| Policy contract number | 040306 |
| Policy instance | 2 |
| Insurance contract or identification number | 040306 | | Insurance policy start date | 2021-04-01 | | Insurance policy end date | 2022-03-31 |
|
| CHARLES SCHWAB (National Association of Insurance Commissioners NAIC id number: 52393 ) |
| Policy contract number | 213311 |
| Policy instance | 1 |
| Insurance contract or identification number | 213311 | | Insurance policy start date | 2021-04-01 | | Insurance policy end date | 2022-03-31 |
|
| CHARLES SCHWAB (National Association of Insurance Commissioners NAIC id number: 52393 ) |
| Policy contract number | 213311 |
| Policy instance | 1 |
| Insurance contract or identification number | 213311 | | Insurance policy start date | 2020-04-01 | | Insurance policy end date | 2021-03-31 |
|
| VOYA (National Association of Insurance Commissioners NAIC id number: 52393 ) |
| Policy contract number | 040306 |
| Policy instance | 2 |
| Insurance contract or identification number | 040306 | | Insurance policy start date | 2020-04-01 | | Insurance policy end date | 2021-03-31 |
|
| VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 ) |
| Policy contract number | 013298 |
| Policy instance | 3 |
| Insurance contract or identification number | 013298 | | Insurance policy start date | 2020-04-01 | | Insurance policy end date | 2021-03-31 |
|
| SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) |
| Policy contract number | 02-0250-067253 |
| Policy instance | 1 |
| Insurance contract or identification number | 02-0250-067253 | | Insurance policy start date | 2019-04-01 | | Insurance policy end date | 2020-03-31 | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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 Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No |
|
| CHARLES SCHWAB (National Association of Insurance Commissioners NAIC id number: 52393 ) |
| Policy contract number | 213311 |
| Policy instance | 2 |
| Insurance contract or identification number | 213311 | | Insurance policy start date | 2019-04-01 | | Insurance policy end date | 2020-03-31 |
|
| VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 ) |
| Policy contract number | 013298 |
| Policy instance | 4 |
| Insurance contract or identification number | 013298 | | Insurance policy start date | 2019-04-01 | | Insurance policy end date | 2020-03-31 | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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 Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No |
|
| VOYA (National Association of Insurance Commissioners NAIC id number: 52393 ) |
| Policy contract number | 040306 |
| Policy instance | 3 |
| Insurance contract or identification number | 040306 | | Insurance policy start date | 2019-04-01 | | Insurance policy end date | 2020-03-31 |
|
| VOYA (National Association of Insurance Commissioners NAIC id number: 52393 ) |
| Policy contract number | 040306 |
| Policy instance | 2 |
| Insurance contract or identification number | 040306 | | Insurance policy start date | 2019-04-01 | | Insurance policy end date | 2020-03-31 | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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 Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No |
|
| CHARLES SCHWAB (National Association of Insurance Commissioners NAIC id number: 52393 ) |
| Policy contract number | 213311 |
| Policy instance | 3 |
| Insurance contract or identification number | 213311 | | Insurance policy start date | 2019-04-01 | | Insurance policy end date | 2020-03-31 | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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 Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No |
|
| CHARLES SCHWAB (National Association of Insurance Commissioners NAIC id number: 52393 ) |
| Policy contract number | 213311 |
| Policy instance | 2 |
| Insurance contract or identification number | 213311 | | Insurance policy start date | 2018-04-01 | | Insurance policy end date | 2019-03-31 |
|
| SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) |
| Policy contract number | 02-0250-067253 |
| Policy instance | 1 |
| Insurance contract or identification number | 02-0250-067253 | | Insurance policy start date | 2018-04-01 | | Insurance policy end date | 2019-03-31 |
|
| VOYA (National Association of Insurance Commissioners NAIC id number: 52393 ) |
| Policy contract number | 040306 |
| Policy instance | 3 |
| Insurance contract or identification number | 040306 | | Insurance policy start date | 2018-04-01 | | Insurance policy end date | 2019-03-31 |
|
| VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 ) |
| Policy contract number | 013298 |
| Policy instance | 4 |
| Insurance contract or identification number | 013298 | | Insurance policy start date | 2018-04-01 | | Insurance policy end date | 2019-03-31 |
|
| VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 ) |
| Policy contract number | 013298 |
| Policy instance | 4 |
| Insurance contract or identification number | 013298 | | Insurance policy start date | 2017-04-01 | | Insurance policy end date | 2018-03-31 |
|
| VOYA (National Association of Insurance Commissioners NAIC id number: 52393 ) |
| Policy contract number | 040306 |
| Policy instance | 3 |
| Insurance contract or identification number | 040306 | | Insurance policy start date | 2017-04-01 | | Insurance policy end date | 2018-03-31 |
|
| CHARLES SCHWAB (National Association of Insurance Commissioners NAIC id number: 52393 ) |
| Policy contract number | 213311 |
| Policy instance | 2 |
| Insurance contract or identification number | 213311 | | Insurance policy start date | 2017-04-01 | | Insurance policy end date | 2018-03-31 |
|
| SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) |
| Policy contract number | 02-0250-067253 |
| Policy instance | 1 |
| Insurance contract or identification number | 02-0250-067253 | | Insurance policy start date | 2017-04-01 | | Insurance policy end date | 2018-03-31 |
|
| SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) |
| Policy contract number | 02-0250-067253 |
| Policy instance | 1 |
| Insurance contract or identification number | 02-0250-067253 | | Insurance policy start date | 2015-04-01 | | Insurance policy end date | 2016-03-31 |
|
| VOYA (National Association of Insurance Commissioners NAIC id number: 52393 ) |
| Policy contract number | 040306 |
| Policy instance | 2 |
| Insurance contract or identification number | 040306 | | Insurance policy start date | 2015-04-01 | | Insurance policy end date | 2016-03-31 |
|
| CHARLES SCHWAB (National Association of Insurance Commissioners NAIC id number: 52393 ) |
| Policy contract number | 213311 |
| Policy instance | 3 |
| Insurance contract or identification number | 213311 | | Insurance policy start date | 2015-04-01 | | Insurance policy end date | 2016-03-31 |
|
| VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 ) |
| Policy contract number | 013298 |
| Policy instance | 4 |
| Insurance contract or identification number | 013298 | | Insurance policy start date | 2015-04-01 | | Insurance policy end date | 2016-03-31 |
|
| AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 ) |
| Policy contract number | GA13298 |
| Policy instance | 2 |
| Insurance contract or identification number | GA13298 | | Insurance policy start date | 2014-04-01 | | Insurance policy end date | 2015-03-31 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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 Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No |
|
| VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 ) |
| Policy contract number | 013298 |
| Policy instance | 3 |
| Insurance contract or identification number | 013298 | | Insurance policy start date | 2014-04-01 | | Insurance policy end date | 2015-03-31 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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 Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No |
|
| SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) |
| Policy contract number | 02-0250-067253 |
| Policy instance | 1 |
| Insurance contract or identification number | 02-0250-067253 | | Insurance policy start date | 2014-04-01 | | Insurance policy end date | 2015-03-31 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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 Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No |
|
| SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) |
| Policy contract number | |
| Policy instance | 1 |
| Insurance policy start date | 2013-04-01 | | Insurance policy end date | 2014-03-31 |
|
| AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 ) |
| Policy contract number | GA13298 |
| Policy instance | 2 |
| Insurance contract or identification number | GA13298 | | Insurance policy start date | 2013-04-01 | | Insurance policy end date | 2014-03-31 |
|
| VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 ) |
| Policy contract number | 013298 |
| Policy instance | 3 |
| Insurance contract or identification number | 013298 | | Insurance policy start date | 2013-04-01 | | Insurance policy end date | 2014-03-31 |
|
| AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 ) |
| Policy contract number | GA13298 |
| Policy instance | 2 |
| Insurance contract or identification number | GA13298 | | Insurance policy start date | 2012-04-01 | | Insurance policy end date | 2013-03-31 |
|
| VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 ) |
| Policy contract number | 013298 |
| Policy instance | 3 |
| Insurance contract or identification number | 013298 | | Insurance policy start date | 2012-04-01 | | Insurance policy end date | 2013-03-31 |
|
| SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) |
| Policy contract number | |
| Policy instance | 1 |
| Insurance policy start date | 2012-04-01 | | Insurance policy end date | 2013-03-31 |
|
| VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 ) |
| Policy contract number | 013298 |
| Policy instance | 3 |
| Insurance contract or identification number | 013298 | | Insurance policy start date | 2011-04-01 | | Insurance policy end date | 2012-03-31 |
|
| AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 ) |
| Policy contract number | GA13298 |
| Policy instance | 2 |
| Insurance contract or identification number | GA13298 | | Insurance policy start date | 2011-04-01 | | Insurance policy end date | 2012-03-31 |
|
| SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) |
| Policy contract number | |
| Policy instance | 1 |
| Insurance policy start date | 2011-04-01 | | Insurance policy end date | 2012-03-31 |
|
| VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 ) |
| Policy contract number | 013298 |
| Policy instance | 3 |
| Insurance contract or identification number | 013298 | | Number of Individuals Covered | 69 | | Insurance policy start date | 2010-04-01 | | Insurance policy end date | 2011-03-31 |
|
| SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) |
| Policy contract number | |
| Policy instance | 1 |
| Number of Individuals Covered | 69 | | Insurance policy start date | 2010-04-01 | | Insurance policy end date | 2011-03-31 |
|
| AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 ) |
| Policy contract number | GA13298 |
| Policy instance | 2 |
| Insurance contract or identification number | GA13298 | | Number of Individuals Covered | 69 | | Insurance policy start date | 2010-04-01 | | Insurance policy end date | 2011-03-31 |
|
