Logo

THE TRANE MERGED HOURLY PENSION PLAN 401k Plan overview

Plan NameTHE TRANE MERGED HOURLY PENSION PLAN
Plan identification number 023

THE TRANE MERGED HOURLY PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily flat dollar (includes dollars per year of service)
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Plan covered by PBGC that was terminated and closed out for PBGC purposes - Before the end of the plan year (or a prior plan year), (1) the plan terminated in a standard (or distress) termination and completed the distribution of plan assets in satisfaction of all benefit liabilities (or all ERISA Title IV benefits for distress termination); or (2) a trustee was appointed for a terminated plan pursuant to ERISA section 4042.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

TRANE U.S. INC. has sponsored the creation of one or more 401k plans.

Company Name:TRANE U.S. INC.
Employer identification number (EIN):250900465
NAIC Classification:332900

Additional information about TRANE U.S. INC.

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 1939-01-10
Company Identification Number: 0000983706
Legal Registered Office Address: 3600 PAMMEL CREEK RD

LA CROSSE
United States of America (USA)
54601

More information about TRANE U.S. INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE TRANE MERGED HOURLY PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0232022-01-01
0232021-01-01
0232020-01-01
0232019-01-01
0232018-01-01
0232017-01-01PAUL LONGSTREET CHRISTOPHER J. KUEHN2018-10-15
0232016-01-01PAUL LONGSTREET CHRISTOPHER J. KUEHN2017-10-13
0232015-01-01PAUL LONGSTREET CHRISTOPHER J. KUEHN2016-10-15
0232014-01-01PAUL LONGSTREET CHRISTOPHER J. KUEHN2015-10-14
0232013-01-01PAUL LONGSTREET RICHARD J. WELLER2014-10-14
0232012-01-01SHEILA SAVAGEAU RICHARD J. WELLER2013-10-14
0232011-01-01SHEILA SAVAGEAU RICHARD J. WELLER2012-10-12
0232009-01-01SHEILA SAVAGEAU RICHARD J. WELLER2010-10-15
0232009-01-01SHEILA SAVAGEAU RICHARD J. WELLER2010-10-15
0232008-01-01SHEILA SAVAGEAU RICHARD J. WELLER2010-12-01

Plan Statistics for THE TRANE MERGED HOURLY PENSION PLAN

401k plan membership statisitcs for THE TRANE MERGED HOURLY PENSION PLAN

Measure Date Value
2022: THE TRANE MERGED HOURLY PENSION PLAN 2022 401k membership
Market value of plan assets2022-12-311,063,438,502
Acturial value of plan assets2022-12-311,034,681,119
Funding target for retired participants and beneficiaries receiving payment2022-12-31641,682,402
Number of terminated vested participants2022-12-314,036
Fundng target for terminated vested participants2022-12-31110,123,484
Active participant vested funding target2022-12-31120,277,084
Number of active participants2022-12-311,330
Total funding liabilities for active participants2022-12-31125,252,112
Total participant count2022-12-3114,704
Total funding target for all participants2022-12-31877,057,998
Balance at beginning of prior year after applicable adjustments2022-12-310
Prefunding balance at beginning of prior year after applicable adjustments2022-12-3115,633,270
Carryover balanced portion elected for use to offset prior years funding requirement2022-12-310
Prefunding balanced used to offset prior years funding requirement2022-12-310
Amount remaining of carryover balance2022-12-310
Amount remaining of prefunding balance2022-12-3115,633,270
Present value of excess contributions2022-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-12-310
Reductions in 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 year2022-12-3116,210,138
Total employer contributions2022-12-3113,012,500
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 date2022-12-3112,132
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-12-3111,888,335
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 cost2022-12-316,191,000
Net shortfall amortization installment of oustanding balance2022-12-310
Waiver amortization installment2022-12-310
Total funding amount beforereflecting carryover/prefunding balances2022-12-310
Carryover balance elected to use to offset funding requirement2022-12-310
Prefunding balance elected to use to offset funding requirement2022-12-310
Additional cash requirement2022-12-310
Contributions allocatedtoward minimum required contributions for current year2022-12-3111,888,335
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
Total participants, beginning-of-year2022-01-0114,650
Total number of active participants reported on line 7a of the Form 55002022-01-011,183
Number of retired or separated participants receiving benefits2022-01-017,785
Number of other retired or separated participants entitled to future benefits2022-01-013,684
Total of all active and inactive participants2022-01-0112,652
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011,471
Total participants2022-01-0114,123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: THE TRANE MERGED HOURLY PENSION PLAN 2021 401k membership
Market value of plan assets2021-12-311,092,539,640
Acturial value of plan assets2021-12-31983,285,676
Funding target for retired participants and beneficiaries receiving payment2021-12-31637,179,974
Number of terminated vested participants2021-12-314,054
Fundng target for terminated vested participants2021-12-31100,838,108
Active participant vested funding target2021-12-31141,836,989
Number of active participants2021-12-311,636
Total funding liabilities for active participants2021-12-31146,802,120
Total participant count2021-12-3115,061
Total funding target for all participants2021-12-31884,820,202
Balance at beginning of prior year after applicable adjustments2021-12-310
Prefunding balance at beginning of prior year after applicable adjustments2021-12-3112,700,000
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-310
Prefunding balanced used to offset prior years funding requirement2021-12-310
Amount remaining of carryover balance2021-12-310
Amount remaining of prefunding balance2021-12-3112,700,000
Present value of excess contributions2021-12-31915,727
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-31964,810
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-31900,000
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 year2021-12-3115,633,270
Total employer contributions2021-12-310
Total employee contributions2021-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-310
Contributions made to avoid restrictions adjusted to valuation date2021-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-310
Unpaid minimum required contributions for all prior years2021-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-314,069,163
Net shortfall amortization installment of oustanding balance2021-12-310
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-310
Carryover balance elected to use to offset funding requirement2021-12-310
Prefunding balance elected to use to offset funding requirement2021-12-310
Additional cash requirement2021-12-310
Contributions allocatedtoward minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
Total participants, beginning-of-year2021-01-0115,017
Total number of active participants reported on line 7a of the Form 55002021-01-011,330
Number of retired or separated participants receiving benefits2021-01-017,908
Number of other retired or separated participants entitled to future benefits2021-01-014,027
Total of all active and inactive participants2021-01-0113,265
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011,385
Total participants2021-01-0114,650
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: THE TRANE MERGED HOURLY PENSION PLAN 2020 401k membership
Market value of plan assets2020-12-311,006,805,622
Acturial value of plan assets2020-12-31945,785,902
Funding target for retired participants and beneficiaries receiving payment2020-12-31649,947,634
Number of terminated vested participants2020-12-314,192
Fundng target for terminated vested participants2020-12-31102,645,993
Active participant vested funding target2020-12-31159,508,510
Number of active participants2020-12-311,855
Total funding liabilities for active participants2020-12-31164,577,959
Total participant count2020-12-3115,361
Total funding target for all participants2020-12-31917,171,586
Balance at beginning of prior year after applicable adjustments2020-12-310
Prefunding balance at beginning of prior year after applicable adjustments2020-12-3116,700,000
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-310
Prefunding balanced used to offset prior years funding requirement2020-12-3116,700,000
Amount remaining of carryover balance2020-12-310
Amount remaining of prefunding balance2020-12-310
Present value of excess contributions2020-12-3118,129,286
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-3122,142,559
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-3112,700,000
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 year2020-12-3112,700,000
Total employer contributions2020-12-311,000,000
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 date2020-12-31915,727
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 cost2020-12-318,021,784
Net shortfall amortization installment of oustanding balance2020-12-310
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-310
Carryover balance elected to use to offset funding requirement2020-12-310
Prefunding balance elected to use to offset funding requirement2020-12-310
Additional cash requirement2020-12-310
Contributions allocatedtoward minimum required contributions for current year2020-12-31915,727
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
Total participants, beginning-of-year2020-01-0115,325
Total number of active participants reported on line 7a of the Form 55002020-01-011,636
Number of retired or separated participants receiving benefits2020-01-017,960
Number of other retired or separated participants entitled to future benefits2020-01-014,052
Total of all active and inactive participants2020-01-0113,648
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011,369
Total participants2020-01-0115,017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-015
2019: THE TRANE MERGED HOURLY PENSION PLAN 2019 401k membership
Market value of plan assets2019-12-31864,677,053
Acturial value of plan assets2019-12-31909,048,557
Funding target for retired participants and beneficiaries receiving payment2019-12-31633,687,001
Number of terminated vested participants2019-12-314,435
Fundng target for terminated vested participants2019-12-31102,907,612
Active participant vested funding target2019-12-31170,465,281
Number of active participants2019-12-312,071
Total funding liabilities for active participants2019-12-31176,013,797
Total participant count2019-12-3115,876
Total funding target for all participants2019-12-31912,608,410
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-3117,212,505
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-310
Prefunding balanced used to offset prior years funding requirement2019-12-3117,212,505
Amount remaining of carryover balance2019-12-310
Amount remaining of prefunding balance2019-12-310
Present value of excess contributions2019-12-3117,668,829
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-3116,779,043
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-3116,700,000
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 year2019-12-3116,700,000
Total employer contributions2019-12-3121,900,000
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 date2019-12-3120,204,246
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 cost2019-12-3114,414,260
Net shortfall amortization installment of oustanding balance2019-12-3120,259,853
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-3118,774,960
Carryover balance elected to use to offset funding requirement2019-12-310
Prefunding balance elected to use to offset funding requirement2019-12-3116,700,000
Additional cash requirement2019-12-312,074,960
Contributions allocatedtoward minimum required contributions for current year2019-12-3120,204,246
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
Total participants, beginning-of-year2019-01-0115,855
Total number of active participants reported on line 7a of the Form 55002019-01-011,855
Number of retired or separated participants receiving benefits2019-01-017,962
Number of other retired or separated participants entitled to future benefits2019-01-014,173
Total of all active and inactive participants2019-01-0113,990
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011,335
Total participants2019-01-0115,325
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: THE TRANE MERGED HOURLY PENSION PLAN 2018 401k membership
Market value of plan assets2018-12-31968,756,583
Acturial value of plan assets2018-12-31909,113,104
Funding target for retired participants and beneficiaries receiving payment2018-12-31623,510,672
Number of terminated vested participants2018-12-315,155
Fundng target for terminated vested participants2018-12-31115,262,162
Active participant vested funding target2018-12-31169,771,728
Number of active participants2018-12-312,242
Total funding liabilities for active participants2018-12-31174,808,297
Total participant count2018-12-3116,495
Total funding target for all participants2018-12-31913,581,131
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-310
Amount remaining of carryover balance2018-12-310
Amount remaining of prefunding balance2018-12-310
Present value of excess contributions2018-12-3116,261,709
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-3117,217,897
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-3117,212,505
Reductions in caryover balances due to elections or deemed elections2018-12-310
Reductions in prefunding balances due to elections or deemed elections2018-12-310
Balance of carryovers at beginning of current year2018-12-310
Balance of prefunding at beginning of current year2018-12-3117,212,505
Total employer contributions2018-12-3120,500,000
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 date2018-12-3118,837,864
Liquidity shortfalls end of Q12018-12-310
Liquidity shortfalls end of Q22018-12-310
Liquidity shortfalls end of Q32018-12-310
Liquidity shortfalls end of Q42018-12-310
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 cost2018-12-3114,308,662
Net shortfall amortization installment of oustanding balance2018-12-3121,680,532
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-3118,381,540
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-3117,212,505
Additional cash requirement2018-12-311,169,035
Contributions allocatedtoward minimum required contributions for current year2018-12-3118,837,864
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-0116,454
Total number of active participants reported on line 7a of the Form 55002018-01-012,071
Number of retired or separated participants receiving benefits2018-01-017,957
Number of other retired or separated participants entitled to future benefits2018-01-014,414
Total of all active and inactive participants2018-01-0114,442
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011,413
Total participants2018-01-0115,855
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: THE TRANE MERGED HOURLY PENSION PLAN 2017 401k membership
Market value of plan assets2017-12-31873,856,419
Acturial value of plan assets2017-12-31879,480,760
Funding target for retired participants and beneficiaries receiving payment2017-12-31585,150,237
Number of terminated vested participants2017-12-315,302
Fundng target for terminated vested participants2017-12-3198,701,404
Active participant vested funding target2017-12-31199,150,519
Number of active participants2017-12-312,683
Total funding liabilities for active participants2017-12-31205,837,130
Total participant count2017-12-3116,962
Total funding target for all participants2017-12-31889,688,771
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-310
Amount remaining of carryover balance2017-12-310
Amount remaining of prefunding balance2017-12-310
Present value of excess contributions2017-12-319,103,009
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-319,655,562
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-310
Reductions in caryover balances due to elections or deemed elections2017-12-310
Reductions in prefunding balances due to elections or deemed elections2017-12-310
Balance of carryovers at beginning of current year2017-12-310
Balance of prefunding at beginning of current year2017-12-310
Total employer contributions2017-12-3135,720,000
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 date2017-12-3133,506,124
Liquidity shortfalls end of Q12017-12-310
Liquidity shortfalls end of Q22017-12-310
Liquidity shortfalls end of Q32017-12-310
Liquidity shortfalls end of Q42017-12-310
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 cost2017-12-3115,283,814
Net shortfall amortization installment of oustanding balance2017-12-3110,208,011
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-3117,244,415
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-310
Additional cash requirement2017-12-3117,244,415
Contributions allocatedtoward minimum required contributions for current year2017-12-3133,506,124
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-0116,922
Total number of active participants reported on line 7a of the Form 55002017-01-012,242
Number of retired or separated participants receiving benefits2017-01-017,902
Number of other retired or separated participants entitled to future benefits2017-01-015,140
Total of all active and inactive participants2017-01-0115,284
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011,170
Total participants2017-01-0116,454
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-014
2016: THE TRANE MERGED HOURLY PENSION PLAN 2016 401k membership
Market value of plan assets2016-12-31831,864,580
Acturial value of plan assets2016-12-31861,358,673
Funding target for retired participants and beneficiaries receiving payment2016-12-31571,683,512
Number of terminated vested participants2016-12-315,516
Fundng target for terminated vested participants2016-12-3193,636,470
Active participant vested funding target2016-12-31203,899,843
Number of active participants2016-12-312,911
Total funding liabilities for active participants2016-12-31210,669,998
Total participant count2016-12-3117,379
Total funding target for all participants2016-12-31875,989,980
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-310
Amount remaining of carryover balance2016-12-310
Amount remaining of prefunding balance2016-12-310
Present value of excess contributions2016-12-310
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 year2016-12-310
Total employer contributions2016-12-3130,380,000
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 date2016-12-3127,490,056
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 cost2016-12-3115,969,612
Net shortfall amortization installment of oustanding balance2016-12-3114,631,307
Total funding amount beforereflecting carryover/prefunding balances2016-12-3118,387,047
Additional cash requirement2016-12-3118,387,047
Contributions allocatedtoward minimum required contributions for current year2016-12-3127,490,056
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-0117,359
Total number of active participants reported on line 7a of the Form 55002016-01-012,683
Number of retired or separated participants receiving benefits2016-01-017,821
Number of other retired or separated participants entitled to future benefits2016-01-015,299
Total of all active and inactive participants2016-01-0115,803
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011,119
Total participants2016-01-0116,922
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0115
2015: THE TRANE MERGED HOURLY PENSION PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0117,694
Total number of active participants reported on line 7a of the Form 55002015-01-012,911
Number of retired or separated participants receiving benefits2015-01-017,847
Number of other retired or separated participants entitled to future benefits2015-01-015,515
Total of all active and inactive participants2015-01-0116,273
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011,086
Total participants2015-01-0117,359
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0121
2014: THE TRANE MERGED HOURLY PENSION PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0118,011
Total number of active participants reported on line 7a of the Form 55002014-01-013,153
Number of retired or separated participants receiving benefits2014-01-017,781
Number of other retired or separated participants entitled to future benefits2014-01-015,721
Total of all active and inactive participants2014-01-0116,655
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011,039
Total participants2014-01-0117,694
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0123
2013: THE TRANE MERGED HOURLY PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0119,185
Total number of active participants reported on line 7a of the Form 55002013-01-013,407
Number of retired or separated participants receiving benefits2013-01-017,734
Number of other retired or separated participants entitled to future benefits2013-01-015,888
Total of all active and inactive participants2013-01-0117,029
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-01982
Total participants2013-01-0118,011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-019
2012: THE TRANE MERGED HOURLY PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0118,961
Total number of active participants reported on line 7a of the Form 55002012-01-013,702
Number of retired or separated participants receiving benefits2012-01-017,920
Number of other retired or separated participants entitled to future benefits2012-01-016,589
Total of all active and inactive participants2012-01-0118,211
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-01974
Total participants2012-01-0119,185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0118
2011: THE TRANE MERGED HOURLY PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0119,371
Total number of active participants reported on line 7a of the Form 55002011-01-014,112
Number of retired or separated participants receiving benefits2011-01-017,772
Number of other retired or separated participants entitled to future benefits2011-01-016,128
Total of all active and inactive participants2011-01-0118,012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-01949
Total participants2011-01-0118,961
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0196
2009: THE TRANE MERGED HOURLY PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0120,406
Total number of active participants reported on line 7a of the Form 55002009-01-014,994
Number of retired or separated participants receiving benefits2009-01-017,376
Number of other retired or separated participants entitled to future benefits2009-01-016,480
Total of all active and inactive participants2009-01-0118,850
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011,001
Total participants2009-01-0119,851
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-01140
2008: THE TRANE MERGED HOURLY PENSION PLAN 2008 401k membership
Total participants, beginning-of-year2008-01-0121,152
Total number of active participants reported on line 7a of the Form 55002008-01-015,515
Number of retired or separated participants receiving benefits2008-01-017,399
Number of other retired or separated participants entitled to future benefits2008-01-016,564
Total of all active and inactive participants2008-01-0119,478
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2008-01-01928
Total participants2008-01-0120,406
Number of participants with account balances2008-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2008-01-01396

Financial Data on THE TRANE MERGED HOURLY PENSION PLAN

Measure Date Value
2022 : THE TRANE MERGED HOURLY PENSION PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$61,180
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$317,805
Total income from all sources (including contributions)2022-12-31$-241,149,871
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$60,865,701
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$60,798,587
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$13,000,000
Value of total assets at end of year2022-12-31$757,626,544
Value of total assets at beginning of year2022-12-31$1,059,898,741
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$67,114
Total interest from all sources2022-12-31$1,457,493
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$40,000,000
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$61,180
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$317,805
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-302,015,572
Value of net assets at end of year (total assets less liabilities)2022-12-31$757,565,364
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$1,059,580,936
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
Interest earned on other investments2022-12-31$1,457,493
Value of interest in master investment trust accounts at end of year2022-12-31$715,157,089
Value of interest in master investment trust accounts at beginning of year2022-12-31$1,031,798,995
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$29,469,455
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$28,099,746
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
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
Contributions received in cash from employer2022-12-31$13,000,000
Employer contributions (assets) at end of year2022-12-31$13,000,000
Employer contributions (assets) at beginning of year2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$60,798,587
Contract administrator fees2022-12-31$67,114
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31FORVIS, LLP
Accountancy firm EIN2022-12-31440160260
2021 : THE TRANE MERGED HOURLY PENSION PLAN 2021 401k financial data
Unrealized appreciation/depreciation of real estate assets2021-12-31$-231,583,157
Total unrealized appreciation/depreciation of assets2021-12-31$-231,583,157
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$317,805
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$11,649,891
Total income from all sources (including contributions)2021-12-31$36,204,050
Total loss/gain on sale of assets2021-12-31$180,390,754
Total of all expenses incurred2021-12-31$68,035,366
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$65,997,184
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$1,059,898,741
Value of total assets at beginning of year2021-12-31$1,103,062,143
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$2,038,182
Total interest from all sources2021-12-31$20,557,671
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
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$204,038
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$40,000,000
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$651,567
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$16,176,247
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$317,805
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$11,649,891
Administrative expenses (other) incurred2021-12-31$55,019
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-31,831,316
Value of net assets at end of year (total assets less liabilities)2021-12-31$1,059,580,936
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$1,091,412,252
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
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$95,966,272
Interest earned on other investments2021-12-31$1,058,069
Value of interest in master investment trust accounts at end of year2021-12-31$1,031,798,995
Value of interest in common/collective trusts at beginning of year2021-12-31$282,173,675
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$9,230,511
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$9,230,511
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$19,499,602
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$28,099,746
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$27,120,881
Asset value of US Government securities at beginning of year2021-12-31$168,233,509
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
Employer contributions (assets) at end of year2021-12-31$0
Employer contributions (assets) at beginning of year2021-12-31$1,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$65,997,184
Asset. Corporate debt instrument debt (other) at beginning of year2021-12-31$502,509,481
Contract administrator fees2021-12-31$1,779,125
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$180,390,754
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31FORVIS, LLP
Accountancy firm EIN2021-12-31440160260
2020 : THE TRANE MERGED HOURLY PENSION PLAN 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets2020-12-31$317,639
Total unrealized appreciation/depreciation of assets2020-12-31$317,639
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$11,649,891
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$19,448,685
Total income from all sources (including contributions)2020-12-31$155,694,892
Total loss/gain on sale of assets2020-12-31$127,666,085
Total of all expenses incurred2020-12-31$71,673,373
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$65,833,714
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,000,000
Value of total assets at end of year2020-12-31$1,103,062,143
Value of total assets at beginning of year2020-12-31$1,026,839,418
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$5,839,659
Total interest from all sources2020-12-31$26,711,168
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
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$217,822
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$40,000,000
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Assets. Other investments not covered elsewhere at end of year2020-12-31$651,567
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$466,672
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$16,176,247
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$22,537,879
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$11,649,891
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$19,448,685
Administrative expenses (other) incurred2020-12-31$3,228,395
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$84,021,519
Value of net assets at end of year (total assets less liabilities)2020-12-31$1,091,412,252
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$1,007,390,733
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$2,393,442
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$95,966,272
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$83,952,603
Interest earned on other investments2020-12-31$1,378,850
Value of interest in common/collective trusts at end of year2020-12-31$282,173,675
Value of interest in common/collective trusts at beginning of year2020-12-31$254,124,821
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$9,230,511
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$5,024,501
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$5,024,501
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$25,332,318
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$27,120,881
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$26,002,662
Asset value of US Government securities at end of year2020-12-31$168,233,509
Asset value of US Government securities at beginning of year2020-12-31$149,635,801
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
Contributions received in cash from employer2020-12-31$1,000,000
Employer contributions (assets) at end of year2020-12-31$1,000,000
Employer contributions (assets) at beginning of year2020-12-31$21,900,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$65,833,714
Asset. Corporate debt instrument debt (other) at end of year2020-12-31$502,509,481
Asset. Corporate debt instrument debt (other) at beginning of year2020-12-31$463,194,479
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$127,666,085
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31DIXON HUGHES GOODMAN LLP
Accountancy firm EIN2020-12-31560747981
2019 : THE TRANE MERGED HOURLY PENSION PLAN 2019 401k financial data
Unrealized appreciation/depreciation of real estate assets2019-12-31$137,150,388
Unrealized appreciation/depreciation of real estate assets2019-12-31$137,150,388
Total unrealized appreciation/depreciation of assets2019-12-31$137,150,388
Total unrealized appreciation/depreciation of assets2019-12-31$137,150,388
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$19,448,685
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$19,448,685
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$12,740,678
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$12,740,678
Total income from all sources (including contributions)2019-12-31$215,859,382
Total income from all sources (including contributions)2019-12-31$215,859,382
Total loss/gain on sale of assets2019-12-31$28,706,752
Total loss/gain on sale of assets2019-12-31$28,706,752
Total of all expenses incurred2019-12-31$73,983,098
Total of all expenses incurred2019-12-31$73,983,098
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$63,920,093
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$63,920,093
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$21,900,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$21,900,000
Value of total assets at end of year2019-12-31$1,026,839,418
Value of total assets at end of year2019-12-31$1,026,839,418
Value of total assets at beginning of year2019-12-31$878,255,127
Value of total assets at beginning of year2019-12-31$878,255,127
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$10,063,005
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$10,063,005
Total interest from all sources2019-12-31$28,102,242
Total interest from all sources2019-12-31$28,102,242
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
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$246,110
Administrative expenses professional fees incurred2019-12-31$246,110
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$40,000,000
Value of fidelity bond cover2019-12-31$40,000,000
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Assets. Other investments not covered elsewhere at end of year2019-12-31$466,672
Assets. Other investments not covered elsewhere at end of year2019-12-31$466,672
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$20,496
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$22,537,879
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$22,537,879
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$18,572,274
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$18,572,274
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$19,448,685
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$12,740,678
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$12,740,678
Administrative expenses (other) incurred2019-12-31$7,935,550
Administrative expenses (other) incurred2019-12-31$7,935,550
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
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$141,876,284
Value of net income/loss2019-12-31$141,876,284
Value of net assets at end of year (total assets less liabilities)2019-12-31$1,007,390,733
Value of net assets at end of year (total assets less liabilities)2019-12-31$1,007,390,733
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$865,514,449
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$865,514,449
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
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 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
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$83,952,603
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$83,952,603
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$82,084,943
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$82,084,943
Interest earned on other investments2019-12-31$982,234
Interest earned on other investments2019-12-31$982,234
Value of interest in common/collective trusts at end of year2019-12-31$254,124,821
Value of interest in common/collective trusts at end of year2019-12-31$254,124,821
Value of interest in common/collective trusts at beginning of year2019-12-31$197,053,746
Value of interest in common/collective trusts at beginning of year2019-12-31$197,053,746
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$5,024,501
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$5,024,501
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$3,979,033
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$3,979,033
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$3,979,033
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$3,979,033
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$27,120,008
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$27,120,008
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$26,002,662
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$26,002,662
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$25,117,963
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$25,117,963
Asset value of US Government securities at end of year2019-12-31$149,635,801
Asset value of US Government securities at end of year2019-12-31$149,635,801
Asset value of US Government securities at beginning of year2019-12-31$135,047,311
Asset value of US Government securities at beginning of year2019-12-31$135,047,311
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
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
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
Contributions received in cash from employer2019-12-31$21,900,000
Contributions received in cash from employer2019-12-31$21,900,000
Employer contributions (assets) at end of year2019-12-31$21,900,000
Employer contributions (assets) at end of year2019-12-31$21,900,000
Employer contributions (assets) at beginning of year2019-12-31$20,500,000
Employer contributions (assets) at beginning of year2019-12-31$20,500,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$63,920,093
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$63,920,093
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$463,194,479
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$463,194,479
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$395,879,361
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$395,879,361
Contract administrator fees2019-12-31$1,881,345
Contract administrator fees2019-12-31$1,881,345
Did the plan have assets held for investment2019-12-31Yes
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
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
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$28,706,752
Aggregate proceeds on sale of assets2019-12-31$28,706,752
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31DIXON HUGHES GOODMAN LLP
Accountancy firm name2019-12-31DIXON HUGHES GOODMAN LLP
Accountancy firm EIN2019-12-31560747981
Accountancy firm EIN2019-12-31560747981
2018 : THE TRANE MERGED HOURLY PENSION PLAN 2018 401k financial data
Unrealized appreciation/depreciation of real estate assets2018-12-31$-126,620,447
Total unrealized appreciation/depreciation of assets2018-12-31$-126,620,447
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$12,740,678
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$16,631,922
Total income from all sources (including contributions)2018-12-31$-26,833,836
Total loss/gain on sale of assets2018-12-31$51,070,838
Total of all expenses incurred2018-12-31$77,239,534
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$67,698,548
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$20,500,000
Value of total assets at end of year2018-12-31$878,255,127
Value of total assets at beginning of year2018-12-31$986,219,741
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$9,540,986
Total interest from all sources2018-12-31$28,215,773
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
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$271,246
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$40,000,000
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Assets. Other investments not covered elsewhere at end of year2018-12-31$20,496
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$-206,249
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$18,572,274
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$20,721,044
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$12,740,678
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$16,631,922
Administrative expenses (other) incurred2018-12-31$7,231,704
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-104,073,370
Value of net assets at end of year (total assets less liabilities)2018-12-31$865,514,449
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$969,587,819
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$82,084,943
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$66,215,299
Interest earned on other investments2018-12-31$1,144,996
Value of interest in common/collective trusts at end of year2018-12-31$197,053,746
Value of interest in common/collective trusts at beginning of year2018-12-31$297,359,857
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$3,979,033
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$13,746,245
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$13,746,245
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$27,070,777
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$25,117,963
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$24,069,871
Asset value of US Government securities at end of year2018-12-31$135,047,311
Asset value of US Government securities at beginning of year2018-12-31$126,594,995
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
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
Contributions received in cash from employer2018-12-31$20,500,000
Employer contributions (assets) at end of year2018-12-31$20,500,000
Employer contributions (assets) at beginning of year2018-12-31$24,100,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$67,698,548
Asset. Corporate debt instrument debt (other) at end of year2018-12-31$395,879,361
Asset. Corporate debt instrument debt (other) at beginning of year2018-12-31$413,618,679
Contract administrator fees2018-12-31$2,038,036
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$51,070,838
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31DIXON HUGHES GOODMAN LLP
Accountancy firm EIN2018-12-31560747981
2017 : THE TRANE MERGED HOURLY PENSION PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$82,304,591
Total unrealized appreciation/depreciation of assets2017-12-31$82,304,591
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$16,631,922
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$9,127,878
Total income from all sources (including contributions)2017-12-31$164,354,419
Total loss/gain on sale of assets2017-12-31$21,458,025
Total of all expenses incurred2017-12-31$69,511,739
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$60,400,832
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$35,720,000
Value of total assets at end of year2017-12-31$986,219,741
Value of total assets at beginning of year2017-12-31$883,873,017
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$9,110,907
Total interest from all sources2017-12-31$24,871,803
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
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$253,226
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$40,000,000
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Assets. Other investments not covered elsewhere at end of year2017-12-31$-206,249
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$-352,116
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$20,721,044
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$18,418,743
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$16,631,922
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$9,127,878
Administrative expenses (other) incurred2017-12-31$7,332,872
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$94,842,680
Value of net assets at end of year (total assets less liabilities)2017-12-31$969,587,819
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$874,745,139
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$1,524,809
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$66,215,299
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$63,593,856
Interest earned on other investments2017-12-31$1,240,756
Value of interest in common/collective trusts at end of year2017-12-31$297,359,857
Value of interest in common/collective trusts at beginning of year2017-12-31$260,343,416
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$13,746,245
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$4,034,236
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$4,034,236
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$23,631,047
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$24,069,871
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$22,913,836
Asset value of US Government securities at end of year2017-12-31$126,594,995
Asset value of US Government securities at beginning of year2017-12-31$113,404,471
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
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
Contributions received in cash from employer2017-12-31$35,720,000
Employer contributions (assets) at end of year2017-12-31$24,100,000
Employer contributions (assets) at beginning of year2017-12-31$30,380,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$60,400,832
Asset. Corporate debt instrument debt (other) at end of year2017-12-31$413,618,679
Asset. Corporate debt instrument debt (other) at beginning of year2017-12-31$371,136,575
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$21,458,025
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31DIXON HUGHES GOODMAN LLP
Accountancy firm EIN2017-12-31560747981
2016 : THE TRANE MERGED HOURLY PENSION PLAN 2016 401k financial data
Unrealized appreciation/depreciation of real estate assets2016-12-31$24,371,736
Total unrealized appreciation/depreciation of assets2016-12-31$24,371,736
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$9,127,878
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$8,925,851
Total income from all sources (including contributions)2016-12-31$111,575,026
Total loss/gain on sale of assets2016-12-31$32,028,313
Total of all expenses incurred2016-12-31$68,499,034
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$59,161,729
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$30,380,000
Value of total assets at end of year2016-12-31$883,873,017
Value of total assets at beginning of year2016-12-31$840,594,998
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$9,337,305
Total interest from all sources2016-12-31$24,794,977
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
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$67,099
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$40,000,000
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Assets. Other investments not covered elsewhere at end of year2016-12-31$-352,116
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$1,344
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$18,418,743
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$14,451,001
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$9,127,878
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$8,925,851
Administrative expenses (other) incurred2016-12-31$7,590,016
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$43,075,992
Value of net assets at end of year (total assets less liabilities)2016-12-31$874,745,139
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$831,669,147
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$1,680,190
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$63,593,856
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$56,997,535
Interest earned on other investments2016-12-31$644,523
Value of interest in common/collective trusts at end of year2016-12-31$260,343,416
Value of interest in common/collective trusts at beginning of year2016-12-31$264,985,175
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$4,034,236
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$4,824,521
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$4,824,521
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$24,150,454
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$22,913,836
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$22,394,161
Asset value of US Government securities at end of year2016-12-31$113,404,471
Asset value of US Government securities at beginning of year2016-12-31$97,173,527
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
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
Contributions received in cash from employer2016-12-31$30,380,000
Employer contributions (assets) at end of year2016-12-31$30,380,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$59,161,729
Asset. Corporate debt instrument debt (other) at end of year2016-12-31$371,136,575
Asset. Corporate debt instrument debt (other) at beginning of year2016-12-31$379,767,734
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$32,028,313
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31DIXON HUGHES GOODMAN LLP
Accountancy firm EIN2016-12-31560747981
2015 : THE TRANE MERGED HOURLY PENSION PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-123,026,163
Total unrealized appreciation/depreciation of assets2015-12-31$-123,026,163
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$8,925,851
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$9,450,948
Total income from all sources (including contributions)2015-12-31$-14,618,191
Total loss/gain on sale of assets2015-12-31$85,484,930
Total of all expenses incurred2015-12-31$64,304,632
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$57,289,971
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$840,594,998
Value of total assets at beginning of year2015-12-31$920,042,918
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$7,014,661
Total interest from all sources2015-12-31$22,923,042
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
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$554,050
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$40,000,000
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Assets. Other investments not covered elsewhere at end of year2015-12-31$1,344
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$14,451,001
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$4,446,074
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$8,925,851
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$9,450,948
Administrative expenses (other) incurred2015-12-31$4,797,174
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-78,922,823
Value of net assets at end of year (total assets less liabilities)2015-12-31$831,669,147
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$910,591,970
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
Assets. partnership/joint venture interests at beginning of year2015-12-31$0
Investment advisory and management fees2015-12-31$1,663,437
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$56,997,535
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$12,039,784
Interest earned on other investments2015-12-31$876,513
Value of interest in common/collective trusts at end of year2015-12-31$264,985,175
Value of interest in common/collective trusts at beginning of year2015-12-31$398,938,556
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$4,824,521
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$11,839,969
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$11,839,969
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$22,046,529
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$22,394,161
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$21,648,767
Asset value of US Government securities at end of year2015-12-31$97,173,527
Asset value of US Government securities at beginning of year2015-12-31$253,243,860
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
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
Employer contributions (assets) at beginning of year2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$57,289,971
Asset. Corporate debt instrument debt (other) at end of year2015-12-31$379,767,734
Asset. Corporate debt instrument debt (other) at beginning of year2015-12-31$217,885,908
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$85,484,930
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31DIXON HUGHES GOODMAN LLP
Accountancy firm EIN2015-12-31560747981
2014 : THE TRANE MERGED HOURLY PENSION PLAN 2014 401k financial data
Unrealized appreciation/depreciation of real estate assets2014-12-31$84,713,479
Total unrealized appreciation/depreciation of assets2014-12-31$84,713,479
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$9,450,948
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$5,558,720
Total income from all sources (including contributions)2014-12-31$114,913,740
Total loss/gain on sale of assets2014-12-31$11,922,355
Total of all expenses incurred2014-12-31$60,652,063
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$55,843,026
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$920,042,918
Value of total assets at beginning of year2014-12-31$861,889,013
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$4,809,037
Total interest from all sources2014-12-31$18,277,906
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
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$327,685
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$40,000,000
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Assets. Other investments not covered elsewhere at end of year2014-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$-2,740
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$4,446,074
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$8,550,103
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$9,450,948
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$5,558,720
Administrative expenses (other) incurred2014-12-31$2,526,125
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$54,261,677
Value of net assets at end of year (total assets less liabilities)2014-12-31$910,591,970
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$856,330,293
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$124,028
Investment advisory and management fees2014-12-31$1,955,227
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$12,039,784
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$17,696,940
Interest earned on other investments2014-12-31$1,060,325
Value of interest in common/collective trusts at end of year2014-12-31$398,938,556
Value of interest in common/collective trusts at beginning of year2014-12-31$368,836,729
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$11,839,969
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$2,611,726
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$2,611,726
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$17,217,581
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$21,648,767
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$20,709,897
Asset value of US Government securities at end of year2014-12-31$253,243,860
Asset value of US Government securities at beginning of year2014-12-31$230,697,693
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
Employer contributions (assets) at end of year2014-12-31$0
Employer contributions (assets) at beginning of year2014-12-31$27,667,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$55,843,026
Asset. Corporate debt instrument debt (other) at end of year2014-12-31$217,885,908
Asset. Corporate debt instrument debt (other) at beginning of year2014-12-31$184,997,637
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$11,922,355
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31DIXON HUGHES GOODMAN LLP
Accountancy firm EIN2014-12-31560747981
2013 : THE TRANE MERGED HOURLY PENSION PLAN 2013 401k financial data
Unrealized appreciation/depreciation of real estate assets2013-12-31$15,391,509
Total unrealized appreciation/depreciation of assets2013-12-31$15,391,509
Total transfer of assets from this plan2013-12-31$10,145,661
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$5,558,720
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$11,420,213
Total income from all sources (including contributions)2013-12-31$88,208,308
Total loss/gain on sale of assets2013-12-31$12,252,893
Total of all expenses incurred2013-12-31$57,766,835
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$53,625,768
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$42,604,000
Value of total assets at end of year2013-12-31$861,889,013
Value of total assets at beginning of year2013-12-31$847,454,694
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$4,141,067
Total interest from all sources2013-12-31$17,959,906
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
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$518,462
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$60,000,000
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Assets. Other investments not covered elsewhere at end of year2013-12-31$-2,740
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$-4,334
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$8,550,103
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$8,044,869
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$5,558,720
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$11,420,213
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$30,441,473
Value of net assets at end of year (total assets less liabilities)2013-12-31$856,330,293
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$836,034,481
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$124,028
Assets. partnership/joint venture interests at beginning of year2013-12-31$3,288,989
Investment advisory and management fees2013-12-31$2,037,810
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$17,696,940
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$20,524,847
Interest earned on other investments2013-12-31$725,048
Value of interest in common/collective trusts at end of year2013-12-31$368,836,729
Value of interest in common/collective trusts at beginning of year2013-12-31$350,013,943
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$2,611,726
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$4,903,991
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$4,903,991
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$17,234,858
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$20,709,897
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$20,123,211
Asset value of US Government securities at end of year2013-12-31$230,697,693
Asset value of US Government securities at beginning of year2013-12-31$204,618,381
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
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
Contributions received in cash from employer2013-12-31$42,604,000
Employer contributions (assets) at end of year2013-12-31$27,667,000
Employer contributions (assets) at beginning of year2013-12-31$19,200,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$53,625,768
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$184,997,637
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$216,740,797
Contract administrator fees2013-12-31$1,584,795
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$12,252,893
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31DIXON HUGHES GOODMAN LLP
Accountancy firm EIN2013-12-31560747981
2012 : THE TRANE MERGED HOURLY PENSION PLAN 2012 401k financial data
Unrealized appreciation/depreciation of real estate assets2012-12-31$55,167,961
Total unrealized appreciation/depreciation of assets2012-12-31$55,167,961
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$11,420,213
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$12,231,906
Total income from all sources (including contributions)2012-12-31$138,284,805
Total loss/gain on sale of assets2012-12-31$28,068,197
Total of all expenses incurred2012-12-31$55,607,998
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$52,004,561
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$37,184,000
Value of total assets at end of year2012-12-31$847,454,694
Value of total assets at beginning of year2012-12-31$765,589,580
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$3,603,437
Total interest from all sources2012-12-31$17,864,647
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
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$245,558
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$60,000,000
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Assets. Other investments not covered elsewhere at end of year2012-12-31$-4,334
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$7,115,484
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$8,044,869
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$4,949,614
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$11,420,213
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$12,231,906
Administrative expenses (other) incurred2012-12-31$1,526,294
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$82,676,807
Value of net assets at end of year (total assets less liabilities)2012-12-31$836,034,481
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$753,357,674
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$3,288,989
Assets. partnership/joint venture interests at beginning of year2012-12-31$8,370,710
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$20,524,847
Interest earned on other investments2012-12-31$1,131,796
Value of interest in common/collective trusts at end of year2012-12-31$350,013,943
Value of interest in common/collective trusts at beginning of year2012-12-31$317,409,498
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$4,903,991
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$27,000
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$27,000
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$16,732,851
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$20,123,211
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$19,155,315
Asset value of US Government securities at end of year2012-12-31$204,618,381
Asset value of US Government securities at beginning of year2012-12-31$189,801,470
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
Contributions received in cash from employer2012-12-31$37,184,000
Employer contributions (assets) at end of year2012-12-31$19,200,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$52,004,561
Asset. Corporate debt instrument debt (other) at end of year2012-12-31$216,740,797
Asset. Corporate debt instrument debt (other) at beginning of year2012-12-31$218,547,551
Contract administrator fees2012-12-31$1,831,585
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$212,938
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$28,068,197
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31DIXON HUGHES GOODMAN LLP
Accountancy firm EIN2012-12-31560747981
2011 : THE TRANE MERGED HOURLY PENSION PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$25,484,492
Total unrealized appreciation/depreciation of assets2011-12-31$25,484,492
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$12,231,906
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$20,515,917
Total income from all sources (including contributions)2011-12-31$72,035,949
Total loss/gain on sale of assets2011-12-31$27,735,159
Total of all expenses incurred2011-12-31$51,949,876
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$49,110,175
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$0
Value of total assets at end of year2011-12-31$765,589,580
Value of total assets at beginning of year2011-12-31$753,787,518
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$2,839,701
Total interest from all sources2011-12-31$18,065,452
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
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$250,703
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$60,000,000
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Assets. Other investments not covered elsewhere at end of year2011-12-31$7,115,484
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$8,468,803
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$4,949,614
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$4,761,450
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$12,231,906
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$20,515,917
Other income not declared elsewhere2011-12-31$750,846
Administrative expenses (other) incurred2011-12-31$1,075,839
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$20,086,073
Value of net assets at end of year (total assets less liabilities)2011-12-31$753,357,674
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$733,271,601
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$8,370,710
Assets. partnership/joint venture interests at beginning of year2011-12-31$9,061,000
Value of interest in common/collective trusts at end of year2011-12-31$317,409,498
Value of interest in common/collective trusts at beginning of year2011-12-31$399,107,942
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$27,000
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$10,000
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$10,000
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$18,065,452
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$19,155,315
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$18,575,488
Asset value of US Government securities at end of year2011-12-31$189,801,470
Asset value of US Government securities at beginning of year2011-12-31$139,672,290
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$49,110,175
Asset. Corporate debt instrument debt (other) at end of year2011-12-31$218,547,551
Asset. Corporate debt instrument debt (other) at beginning of year2011-12-31$173,917,941
Contract administrator fees2011-12-31$1,513,159
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$212,938
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$212,604
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$27,735,159
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31DIXON HUGHES GOODMAN LLP
Accountancy firm EIN2011-12-31560747981
2010 : THE TRANE MERGED HOURLY PENSION PLAN 2010 401k financial data
Unrealized appreciation/depreciation of real estate assets2010-12-31$-33,565,696
Total unrealized appreciation/depreciation of assets2010-12-31$-33,565,696
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$20,515,917
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$44,459,731
Total income from all sources (including contributions)2010-12-31$183,181,552
Total loss/gain on sale of assets2010-12-31$80,983,272
Total of all expenses incurred2010-12-31$50,256,011
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$46,502,628
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$121,875,000
Value of total assets at end of year2010-12-31$753,787,518
Value of total assets at beginning of year2010-12-31$644,805,791
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$3,753,383
Total interest from all sources2010-12-31$13,046,954
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
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$269,417
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$60,000,000
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Assets. Other investments not covered elsewhere at end of year2010-12-31$8,468,803
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$13,275,212
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$4,761,450
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$14,680,620
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$20,515,917
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$44,459,731
Other income not declared elsewhere2010-12-31$842,022
Administrative expenses (other) incurred2010-12-31$1,870,185
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$132,925,541
Value of net assets at end of year (total assets less liabilities)2010-12-31$733,271,601
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$600,346,060
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$9,061,000
Assets. partnership/joint venture interests at beginning of year2010-12-31$7,929,000
Value of interest in common/collective trusts at end of year2010-12-31$399,107,942
Value of interest in common/collective trusts at beginning of year2010-12-31$322,863,109
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$10,000
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$7,923,413
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$7,923,413
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$13,046,954
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$18,575,488
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$17,925,681
Asset value of US Government securities at end of year2010-12-31$139,672,290
Asset value of US Government securities at beginning of year2010-12-31$120,177,174
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
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
Contributions received in cash from employer2010-12-31$121,875,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$46,502,628
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$173,917,941
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$140,031,582
Contract administrator fees2010-12-31$1,613,781
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$212,604
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$80,983,272
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31DIXON HUGHES GOODMAN LLP
Accountancy firm EIN2010-12-31560747981

Form 5500 Responses for THE TRANE MERGED HOURLY PENSION PLAN

2022: THE TRANE MERGED HOURLY PENSION PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planYes
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: THE TRANE MERGED HOURLY PENSION PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planYes
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: THE TRANE MERGED HOURLY PENSION 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 planYes
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: THE TRANE MERGED HOURLY PENSION PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: THE TRANE MERGED HOURLY PENSION PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: THE TRANE MERGED HOURLY PENSION PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planYes
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: THE TRANE MERGED HOURLY PENSION PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planYes
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: THE TRANE MERGED HOURLY PENSION PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planYes
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: THE TRANE MERGED HOURLY PENSION PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planYes
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: THE TRANE MERGED HOURLY PENSION 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 planYes
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: THE TRANE MERGED HOURLY PENSION 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 planYes
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: THE TRANE MERGED HOURLY PENSION 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 planYes
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: THE TRANE MERGED HOURLY PENSION PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes
2008: THE TRANE MERGED HOURLY PENSION PLAN 2008 form 5500 responses
2008-01-01Type of plan entitySingle employer plan
2008-01-01Submission has been amendedYes
2008-01-01This submission is the final filingNo
2008-01-01This return/report is a short plan year return/report (less than 12 months)No
2008-01-01Plan is a collectively bargained planYes
2008-01-01Plan funding arrangement – InsuranceYes
2008-01-01Plan funding arrangement – TrustYes
2008-01-01Plan benefit arrangement – InsuranceYes
2008-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

BRIGHTHOUSE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number90500A
Policy instance 4
Insurance contract or identification number90500A
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
BRIGHTHOUSE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract numberGAC#90500
Policy instance 3
Insurance contract or identification numberGAC#90500
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
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number155
Policy instance 2
Insurance contract or identification number155
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
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number1096
Policy instance 1
Insurance contract or identification number1096
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
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number155
Policy instance 2
Insurance contract or identification number155
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number1096
Policy instance 1
Insurance contract or identification number1096
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
BRIGHTHOUSE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract numberGAC#90500
Policy instance 3
Insurance contract or identification numberGAC#90500
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
BRIGHTHOUSE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number90500A
Policy instance 4
Insurance contract or identification number90500A
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number155
Policy instance 2
Insurance contract or identification number155
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number1096
Policy instance 1
Insurance contract or identification number1096
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract numberGAC#90500
Policy instance 4
Insurance contract or identification numberGAC#90500
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number90500A
Policy instance 5
Insurance contract or identification number90500A
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
JOHN HANCOCK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65099 )
Policy contract number217
Policy instance 3
Insurance contract or identification number217
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number90500A
Policy instance 5
Insurance contract or identification number90500A
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract numberGAC#90500
Policy instance 4
Insurance contract or identification numberGAC#90500
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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
JOHN HANCOCK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65099 )
Policy contract number217
Policy instance 3
Insurance contract or identification number217
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number155
Policy instance 2
Insurance contract or identification number155
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number1096
Policy instance 1
Insurance contract or identification number1096
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number155
Policy instance 2
Insurance contract or identification number155
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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
JOHN HANCOCK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65099 )
Policy contract number217
Policy instance 3
Insurance contract or identification number217
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number1096
Policy instance 1
Insurance contract or identification number1096
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number90500A
Policy instance 5
Insurance contract or identification number90500A
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract numberGAC#90500
Policy instance 4
Insurance contract or identification numberGAC#90500
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number90500A
Policy instance 5
Insurance contract or identification number90500A
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract numberGAC#90500
Policy instance 4
Insurance contract or identification numberGAC#90500
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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
JOHN HANCOCK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65099 )
Policy contract number217
Policy instance 3
Insurance contract or identification number217
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number155
Policy instance 2
Insurance contract or identification number155
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number1096
Policy instance 1
Insurance contract or identification number1096
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number90500A
Policy instance 5
Insurance contract or identification number90500A
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract numberGAC#90500
Policy instance 4
Insurance contract or identification numberGAC#90500
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
JOHN HANCOCK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65099 )
Policy contract number217
Policy instance 3
Insurance contract or identification number217
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number155
Policy instance 2
Insurance contract or identification number155
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number1096
Policy instance 1
Insurance contract or identification number1096
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract numberGAC#90500
Policy instance 1
Insurance contract or identification numberGAC#90500
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number1096
Policy instance 3
Insurance contract or identification number1096
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number90500A
Policy instance 2
Insurance contract or identification number90500A
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
JOHN HANCOCK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65099 )
Policy contract number217
Policy instance 5
Insurance contract or identification number217
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number155
Policy instance 4
Insurance contract or identification number155
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number1096
Policy instance 3
Insurance contract or identification number1096
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number155
Policy instance 4
Insurance contract or identification number155
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
JOHN HANCOCK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65099 )
Policy contract number217
Policy instance 5
Insurance contract or identification number217
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number90500A
Policy instance 2
Insurance contract or identification number90500A
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract numberGAC#90500
Policy instance 1
Insurance contract or identification numberGAC#90500
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract numberGAC#90500
Policy instance 1
Insurance contract or identification numberGAC#90500
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
JOHN HANCOCK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65099 )
Policy contract number217
Policy instance 6
Insurance contract or identification number217
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number155
Policy instance 5
Insurance contract or identification number155
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number1096
Policy instance 4
Insurance contract or identification number1096
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number0636
Policy instance 3
Insurance contract or identification number0636
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number90500A
Policy instance 2
Insurance contract or identification number90500A
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract numberGAC#90500
Policy instance 1
Insurance contract or identification numberGAC#90500
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number90500A
Policy instance 2
Insurance contract or identification number90500A
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number0636
Policy instance 3
Insurance contract or identification number0636
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number155
Policy instance 5
Insurance contract or identification number155
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
JOHN HANCOCK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65099 )
Policy contract number217
Policy instance 6
Insurance contract or identification number217
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number1096
Policy instance 4
Insurance contract or identification number1096
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract numberGAC#90500
Policy instance 1
Insurance contract or identification numberGAC#90500
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number90500A
Policy instance 2
Insurance contract or identification number90500A
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number1096
Policy instance 4
Insurance contract or identification number1096
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number155
Policy instance 5
Insurance contract or identification number155
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
JOHN HANCOCK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65099 )
Policy contract number217
Policy instance 6
Insurance contract or identification number217
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number0636
Policy instance 3
Insurance contract or identification number0636
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1