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MASTER TRUST FOR EMPLOYEE BENEFIT PLANS OF ABB INC 401k Plan overview

Plan NameMASTER TRUST FOR EMPLOYEE BENEFIT PLANS OF ABB INC
Plan identification number 051

MASTER TRUST FOR EMPLOYEE BENEFIT PLANS OF ABB INC Benefits

No plan benefit data available

401k Sponsoring company profile

ABB INC. has sponsored the creation of one or more 401k plans.

Company Name:ABB INC.
Employer identification number (EIN):363100018
NAIC Classification:334500

Additional information about ABB INC.

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number: 0902559

More information about ABB INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MASTER TRUST FOR EMPLOYEE BENEFIT PLANS OF ABB INC

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0512021-01-01
0512020-01-01
0512019-01-01
0512019-01-01
0512018-01-01
0512017-01-012018-10-09
0512016-01-012017-10-12
0512015-01-012016-10-13
0512014-01-012015-10-02
0512013-01-012014-10-07
0512012-01-012013-10-08
0512011-01-012012-10-14
0512010-01-012011-10-05
0512009-01-012010-10-11

Plan Statistics for MASTER TRUST FOR EMPLOYEE BENEFIT PLANS OF ABB INC

401k plan membership statisitcs for MASTER TRUST FOR EMPLOYEE BENEFIT PLANS OF ABB INC

Measure Date Value
2017: MASTER TRUST FOR EMPLOYEE BENEFIT PLANS OF ABB INC 2017 401k membership
Total participants, beginning-of-year2017-01-010
Total number of active participants reported on line 7a of the Form 55002017-01-010
Total of all active and inactive participants2017-01-010
2016: MASTER TRUST FOR EMPLOYEE BENEFIT PLANS OF ABB INC 2016 401k membership
Total participants, beginning-of-year2016-01-010
Total number of active participants reported on line 7a of the Form 55002016-01-010
Total of all active and inactive participants2016-01-010
2015: MASTER TRUST FOR EMPLOYEE BENEFIT PLANS OF ABB INC 2015 401k membership
Total of all active and inactive participants2015-01-010
2014: MASTER TRUST FOR EMPLOYEE BENEFIT PLANS OF ABB INC 2014 401k membership
Total of all active and inactive participants2014-01-010

Financial Data on MASTER TRUST FOR EMPLOYEE BENEFIT PLANS OF ABB INC

Measure Date Value
2021 : MASTER TRUST FOR EMPLOYEE BENEFIT PLANS OF ABB INC 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-01-04$0
Total transfer of assets from this plan2021-01-04$2,861,012,420
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-01-04$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-01-04$0
Total income from all sources (including contributions)2021-01-04$0
Total loss/gain on sale of assets2021-01-04$0
Total of all expenses incurred2021-01-04$0
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-01-04$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-01-04$0
Value of total assets at end of year2021-01-04$0
Value of total assets at beginning of year2021-01-04$2,861,012,420
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-01-04$0
Total interest from all sources2021-01-04$0
Total dividends received (eg from common stock, registered investment company shares)2021-01-04$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-01-04Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2021-01-04$0
Total dividends received from registered investment company shares (eg mutual funds)2021-01-04$0
If this is an individual account plan, was there a blackout period2021-01-04Yes
Were there any nonexempt tranactions with any party-in-interest2021-01-04No
Administrative expenses (other) incurred2021-01-04$0
Total non interest bearing cash at end of year2021-01-04$0
Total non interest bearing cash at beginning of year2021-01-04$0
Value of net income/loss2021-01-04$0
Value of net assets at end of year (total assets less liabilities)2021-01-04$0
Value of net assets at beginning of year (total assets less liabilities)2021-01-04$2,861,012,420
Were any loans by the plan or fixed income obligations due to the plan in default2021-01-04No
Were any leases to which the plan was party in default or uncollectible2021-01-04No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-01-04$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-01-04$381,957,794
Value of interest in common/collective trusts at end of year2021-01-04$0
Value of interest in common/collective trusts at beginning of year2021-01-04$1,552,342,857
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-01-04$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-01-04$444,023,900
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-01-04$444,023,900
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-01-04$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-01-04$482,687,869
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-01-04$0
Net investment gain or loss from common/collective trusts2021-01-04$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-01-04No
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-01-04Yes
Did the plan have assets held for investment2021-01-04No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-01-04Yes
Aggregate proceeds on sale of assets2021-01-04$0
Aggregate carrying amount (costs) on sale of assets2021-01-04$0
2020 : MASTER TRUST FOR EMPLOYEE BENEFIT PLANS OF ABB INC 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$212,172,393
Total transfer of assets from this plan2020-12-31$940,890,543
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$333,832,049
Total loss/gain on sale of assets2020-12-31$-42
Total of all expenses incurred2020-12-31$1,354,537
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$0
Value of total assets at end of year2020-12-31$2,861,012,420
Value of total assets at beginning of year2020-12-31$3,257,253,058
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$1,354,537
Total interest from all sources2020-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$57,435,468
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$57,435,468
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Administrative expenses (other) incurred2020-12-31$1,354,537
Total non interest bearing cash at end of year2020-12-31$0
Total non interest bearing cash at beginning of year2020-12-31$9,649
Value of net income/loss2020-12-31$332,477,512
Value of net assets at end of year (total assets less liabilities)2020-12-31$2,861,012,420
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$3,257,253,058
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$381,957,794
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$879,437,223
Value of interest in common/collective trusts at end of year2020-12-31$1,552,342,857
Value of interest in common/collective trusts at beginning of year2020-12-31$1,507,740,120
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$444,023,900
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$387,378,197
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$387,378,197
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$482,687,869
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$482,687,869
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$64,313,323
Net investment gain or loss from common/collective trusts2020-12-31$212,083,300
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Did the plan have assets held for investment2020-12-31Yes
Aggregate proceeds on sale of assets2020-12-31$297,779,151
Aggregate carrying amount (costs) on sale of assets2020-12-31$297,779,193
2019 : MASTER TRUST FOR EMPLOYEE BENEFIT PLANS OF ABB INC 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$274,884,002
Total transfer of assets to this plan2019-12-31$274,884,002
Total transfer of assets from this plan2019-12-31$380,881,926
Total transfer of assets from this plan2019-12-31$380,881,926
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Expenses. Interest paid2019-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022019-12-31$0
Expenses. Interest paid2019-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022019-12-31$0
Total income from all sources (including contributions)2019-12-31$540,374,467
Total income from all sources (including contributions)2019-12-31$540,374,467
Total loss/gain on sale of assets2019-12-31$4
Total loss/gain on sale of assets2019-12-31$4
Total of all expenses incurred2019-12-31$9,543,917
Total of all expenses incurred2019-12-31$9,543,917
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$0
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$0
Value of total corrective distributions2019-12-31$0
Value of total corrective distributions2019-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$0
Value of total assets at end of year2019-12-31$3,257,253,058
Value of total assets at end of year2019-12-31$3,257,253,058
Value of total assets at beginning of year2019-12-31$2,832,420,432
Value of total assets at beginning of year2019-12-31$2,832,420,432
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$9,543,917
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$9,543,917
Total interest from all sources2019-12-31$30,880
Total interest from all sources2019-12-31$30,880
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$71,505,471
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$71,505,471
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$71,505,471
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$71,505,471
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Other income not declared elsewhere2019-12-31$364,891
Other income not declared elsewhere2019-12-31$364,891
Administrative expenses (other) incurred2019-12-31$9,543,917
Administrative expenses (other) incurred2019-12-31$9,543,917
Total non interest bearing cash at end of year2019-12-31$9,649
Total non interest bearing cash at end of year2019-12-31$9,649
Total non interest bearing cash at beginning of year2019-12-31$7,300
Total non interest bearing cash at beginning of year2019-12-31$7,300
Value of net income/loss2019-12-31$530,830,550
Value of net income/loss2019-12-31$530,830,550
Value of net assets at end of year (total assets less liabilities)2019-12-31$3,257,253,058
Value of net assets at end of year (total assets less liabilities)2019-12-31$3,257,253,058
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$2,832,420,432
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$2,832,420,432
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$879,437,223
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$879,437,223
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$923,223,763
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$923,223,763
Interest on participant loans2019-12-31$0
Interest on participant loans2019-12-31$0
Interest earned on other investments2019-12-31$0
Interest earned on other investments2019-12-31$0
Income. Interest from US Government securities2019-12-31$0
Income. Interest from US Government securities2019-12-31$0
Income. Interest from corporate debt instruments2019-12-31$0
Income. Interest from corporate debt instruments2019-12-31$0
Value of interest in common/collective trusts at end of year2019-12-31$1,507,740,120
Value of interest in common/collective trusts at end of year2019-12-31$1,507,740,120
Value of interest in common/collective trusts at beginning of year2019-12-31$1,414,062,417
Value of interest in common/collective trusts at beginning of year2019-12-31$1,414,062,417
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$387,378,197
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$387,378,197
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$12,439,083
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$12,439,083
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$12,439,083
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$12,439,083
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$30,880
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$30,880
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$482,687,869
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$482,687,869
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$482,687,869
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$482,687,869
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$152,814,705
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$152,814,705
Net investment gain/loss from pooled separate accounts2019-12-31$0
Net investment gain/loss from pooled separate accounts2019-12-31$0
Net investment gain or loss from common/collective trusts2019-12-31$315,658,516
Net investment gain or loss from common/collective trusts2019-12-31$315,658,516
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Income. Dividends from preferred stock2019-12-31$0
Income. Dividends from preferred stock2019-12-31$0
Income. Dividends from common stock2019-12-31$0
Income. Dividends from common stock2019-12-31$0
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Aggregate proceeds on sale of assets2019-12-31$260,088,134
Aggregate proceeds on sale of assets2019-12-31$260,088,134
Aggregate carrying amount (costs) on sale of assets2019-12-31$260,088,130
Aggregate carrying amount (costs) on sale of assets2019-12-31$260,088,130
2018 : MASTER TRUST FOR EMPLOYEE BENEFIT PLANS OF ABB INC 2018 401k financial data
Unrealized appreciation/depreciation of real estate assets2018-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-4
Total unrealized appreciation/depreciation of assets2018-12-31$-4
Total transfer of assets to this plan2018-12-31$1,660,318,913
Total transfer of assets from this plan2018-12-31$888,712,316
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$57,228,875
Total loss/gain on sale of assets2018-12-31$4
Total of all expenses incurred2018-12-31$2,658,380
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$0
Value of total assets at end of year2018-12-31$2,832,420,432
Value of total assets at beginning of year2018-12-31$2,006,243,340
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$2,658,380
Total interest from all sources2018-12-31$183,805
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$66,893,893
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$66,893,893
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Other income not declared elsewhere2018-12-31$196,142,024
Administrative expenses (other) incurred2018-12-31$2,658,380
Total non interest bearing cash at end of year2018-12-31$7,300
Total non interest bearing cash at beginning of year2018-12-31$6,106
Value of net income/loss2018-12-31$54,570,495
Value of net assets at end of year (total assets less liabilities)2018-12-31$2,832,420,432
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$2,006,243,340
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$923,223,763
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$609,906,273
Value of interest in common/collective trusts at end of year2018-12-31$1,414,062,417
Value of interest in common/collective trusts at beginning of year2018-12-31$890,580,476
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$12,439,083
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$9,888,195
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$9,888,195
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$183,805
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$482,687,869
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$495,862,290
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-118,118,456
Net investment gain or loss from common/collective trusts2018-12-31$-87,872,391
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Did the plan have assets held for investment2018-12-31Yes
Aggregate proceeds on sale of assets2018-12-31$216,140,516
Aggregate carrying amount (costs) on sale of assets2018-12-31$216,140,512
2017 : MASTER TRUST FOR EMPLOYEE BENEFIT PLANS OF ABB INC 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$-4
Total unrealized appreciation/depreciation of assets2017-12-31$-4
Total transfer of assets to this plan2017-12-31$160,083,182
Total transfer of assets from this plan2017-12-31$-5,615,929
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$88,767,817
Total loss/gain on sale of assets2017-12-31$4
Total of all expenses incurred2017-12-31$2,275,760
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$0
Value of total assets at end of year2017-12-31$2,006,243,340
Value of total assets at beginning of year2017-12-31$1,754,052,172
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$2,275,760
Total interest from all sources2017-12-31$79,951
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$29,001,837
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$29,001,837
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Other income not declared elsewhere2017-12-31$-187,608,783
Administrative expenses (other) incurred2017-12-31$2,275,760
Total non interest bearing cash at end of year2017-12-31$6,106
Total non interest bearing cash at beginning of year2017-12-31$5,621
Value of net income/loss2017-12-31$86,492,057
Value of net assets at end of year (total assets less liabilities)2017-12-31$2,006,243,340
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$1,754,052,172
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$609,906,273
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$479,317,308
Value of interest in common/collective trusts at end of year2017-12-31$890,580,476
Value of interest in common/collective trusts at beginning of year2017-12-31$737,819,708
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$9,888,195
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$12,859,888
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$12,859,888
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$79,951
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$495,862,290
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$524,049,647
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$118,876,227
Net investment gain or loss from common/collective trusts2017-12-31$128,418,585
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Did the plan have assets held for investment2017-12-31Yes
Aggregate proceeds on sale of assets2017-12-31$127,913,537
Aggregate carrying amount (costs) on sale of assets2017-12-31$127,913,533
2016 : MASTER TRUST FOR EMPLOYEE BENEFIT PLANS OF ABB INC 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$163,948,001
Total transfer of assets from this plan2016-12-31$200,298,963
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$141,662,316
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$3,125,945
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$0
Value of total assets at end of year2016-12-31$1,754,052,172
Value of total assets at beginning of year2016-12-31$1,651,866,763
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$3,125,945
Total interest from all sources2016-12-31$35,141
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$29,049,077
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$29,049,077
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Other income not declared elsewhere2016-12-31$13,912,691
Administrative expenses (other) incurred2016-12-31$3,125,945
Total non interest bearing cash at end of year2016-12-31$5,621
Total non interest bearing cash at beginning of year2016-12-31$4,815
Value of net income/loss2016-12-31$138,536,371
Value of net assets at end of year (total assets less liabilities)2016-12-31$1,754,052,172
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$1,651,866,763
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$479,317,308
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$493,517,326
Value of interest in common/collective trusts at end of year2016-12-31$737,819,708
Value of interest in common/collective trusts at beginning of year2016-12-31$659,482,073
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$12,859,888
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$9,543,689
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$9,543,689
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$35,141
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$524,049,647
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$489,318,860
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$35,418,113
Net investment gain or loss from common/collective trusts2016-12-31$63,247,294
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Did the plan have assets held for investment2016-12-31Yes
Aggregate proceeds on sale of assets2016-12-31$434,241,847
Aggregate carrying amount (costs) on sale of assets2016-12-31$434,241,847
2015 : MASTER TRUST FOR EMPLOYEE BENEFIT PLANS OF ABB INC 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$188,551,080
Total transfer of assets from this plan2015-12-31$199,374,534
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$-5,181,352
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,312,833
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$0
Value of total assets at end of year2015-12-31$1,651,866,763
Value of total assets at beginning of year2015-12-31$1,669,184,402
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$1,312,833
Total interest from all sources2015-12-31$1,235
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$39,271,387
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$39,271,387
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Other income not declared elsewhere2015-12-31$10,192,121
Administrative expenses (other) incurred2015-12-31$1,312,833
Total non interest bearing cash at end of year2015-12-31$4,815
Total non interest bearing cash at beginning of year2015-12-31$5,348
Value of net income/loss2015-12-31$-6,494,185
Value of net assets at end of year (total assets less liabilities)2015-12-31$1,651,866,763
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$1,669,184,402
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$493,517,326
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$529,968,487
Value of interest in common/collective trusts at end of year2015-12-31$659,482,073
Value of interest in common/collective trusts at beginning of year2015-12-31$638,073,025
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$9,543,689
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$6,599,347
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$6,599,347
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$1,235
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$489,318,860
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$494,538,195
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-47,080,886
Net investment gain or loss from common/collective trusts2015-12-31$-7,565,209
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Did the plan have assets held for investment2015-12-31Yes
Aggregate proceeds on sale of assets2015-12-31$103,807,607
Aggregate carrying amount (costs) on sale of assets2015-12-31$103,807,607
2014 : MASTER TRUST FOR EMPLOYEE BENEFIT PLANS OF ABB INC 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets to this plan2014-12-31$54,012,140
Total transfer of assets from this plan2014-12-31$230,731,671
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$99,886,081
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,699,367
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$0
Value of total assets at end of year2014-12-31$1,669,184,402
Value of total assets at beginning of year2014-12-31$1,747,717,219
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$1,699,367
Total interest from all sources2014-12-31$677
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$56,181,335
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$56,181,335
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Other income not declared elsewhere2014-12-31$12,536,314
Administrative expenses (other) incurred2014-12-31$1,699,367
Total non interest bearing cash at end of year2014-12-31$5,348
Total non interest bearing cash at beginning of year2014-12-31$0
Value of net income/loss2014-12-31$98,186,714
Value of net assets at end of year (total assets less liabilities)2014-12-31$1,669,184,402
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$1,747,717,219
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$529,968,487
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$1,196,464,210
Value of interest in common/collective trusts at end of year2014-12-31$638,073,025
Value of interest in common/collective trusts at beginning of year2014-12-31$154,100,576
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$6,599,347
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$3,760,326
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$3,760,326
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$677
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$494,538,195
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$393,392,107
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$11,211,248
Net investment gain or loss from common/collective trusts2014-12-31$19,956,507
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Did the plan have assets held for investment2014-12-31Yes
Aggregate proceeds on sale of assets2014-12-31$72,979,400
Aggregate carrying amount (costs) on sale of assets2014-12-31$72,979,400
2013 : MASTER TRUST FOR EMPLOYEE BENEFIT PLANS OF ABB INC 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets to this plan2013-12-31$152,288,093
Total transfer of assets from this plan2013-12-31$191,675,152
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$266,399,467
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,081,021
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$0
Value of total assets at end of year2013-12-31$1,747,717,219
Value of total assets at beginning of year2013-12-31$1,521,785,832
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$1,081,021
Total interest from all sources2013-12-31$7,724
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Other income not declared elsewhere2013-12-31$6,934,185
Administrative expenses (other) incurred2013-12-31$1,081,021
Value of net income/loss2013-12-31$265,318,446
Value of net assets at end of year (total assets less liabilities)2013-12-31$1,747,717,219
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$1,521,785,832
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$1,196,464,210
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$1,000,458,418
Value of interest in common/collective trusts at end of year2013-12-31$154,100,576
Value of interest in common/collective trusts at beginning of year2013-12-31$117,522,311
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$3,760,326
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$7,147,182
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$7,147,182
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$7,724
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$393,392,107
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$396,657,921
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$222,879,293
Net investment gain or loss from common/collective trusts2013-12-31$36,578,265
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Did the plan have assets held for investment2013-12-31Yes
2012 : MASTER TRUST FOR EMPLOYEE BENEFIT PLANS OF ABB INC 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total transfer of assets to this plan2012-12-31$104,195,243
Total transfer of assets from this plan2012-12-31$161,405,804
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$167,329,006
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$649,085
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$0
Value of total assets at end of year2012-12-31$1,521,785,832
Value of total assets at beginning of year2012-12-31$1,412,316,472
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$649,085
Total interest from all sources2012-12-31$18,729
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Other income not declared elsewhere2012-12-31$8,768,960
Administrative expenses (other) incurred2012-12-31$649,085
Value of net income/loss2012-12-31$166,679,921
Value of net assets at end of year (total assets less liabilities)2012-12-31$1,521,785,832
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$1,412,316,472
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$1,000,458,418
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$850,132,187
Value of interest in common/collective trusts at end of year2012-12-31$117,522,311
Value of interest in common/collective trusts at beginning of year2012-12-31$147,534,952
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$7,147,182
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$15,760,372
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$15,760,372
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$18,729
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$396,657,921
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$398,888,961
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$150,015,036
Net investment gain or loss from common/collective trusts2012-12-31$8,526,281
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Did the plan have assets held for investment2012-12-31Yes
2011 : MASTER TRUST FOR EMPLOYEE BENEFIT PLANS OF ABB INC 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total transfer of assets to this plan2011-12-31$165,136,099
Total transfer of assets from this plan2011-12-31$152,298,407
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$-22,197,543
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$795,354
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$0
Value of total assets at end of year2011-12-31$1,412,316,472
Value of total assets at beginning of year2011-12-31$1,422,471,677
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$795,354
Total interest from all sources2011-12-31$26,029
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Other income not declared elsewhere2011-12-31$9,543,083
Administrative expenses (other) incurred2011-12-31$795,354
Value of net income/loss2011-12-31$-22,992,897
Value of net assets at end of year (total assets less liabilities)2011-12-31$1,412,316,472
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$1,422,471,677
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$850,132,187
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$868,650,109
Value of interest in common/collective trusts at end of year2011-12-31$147,534,952
Value of interest in common/collective trusts at beginning of year2011-12-31$140,295,715
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$15,760,372
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$24,179,975
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$24,179,975
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$26,029
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$398,888,961
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$389,345,878
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-179,301,607
Net investment gain or loss from common/collective trusts2011-12-31$147,534,952
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Did the plan have assets held for investment2011-12-31Yes
2010 : MASTER TRUST FOR EMPLOYEE BENEFIT PLANS OF ABB INC 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets to this plan2010-12-31$92,078,877
Total transfer of assets from this plan2010-12-31$183,670,000
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$144,593,670
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$769,568
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$0
Value of total assets at end of year2010-12-31$1,422,471,677
Value of total assets at beginning of year2010-12-31$1,370,238,698
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$769,568
Total interest from all sources2010-12-31$92,968
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Other income not declared elsewhere2010-12-31$7,846,907
Administrative expenses (other) incurred2010-12-31$769,568
Value of net income/loss2010-12-31$143,824,102
Value of net assets at end of year (total assets less liabilities)2010-12-31$1,422,471,677
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$1,370,238,698
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$868,650,109
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$796,771,522
Value of interest in common/collective trusts at end of year2010-12-31$140,295,715
Value of interest in common/collective trusts at beginning of year2010-12-31$131,042,812
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$24,179,975
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$179,965
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$179,965
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$92,968
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$389,345,878
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$442,244,399
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$127,400,892
Net investment gain or loss from common/collective trusts2010-12-31$9,252,903
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Did the plan have assets held for investment2010-12-31Yes

Form 5500 Responses for MASTER TRUST FOR EMPLOYEE BENEFIT PLANS OF ABB INC

2021: MASTER TRUST FOR EMPLOYEE BENEFIT PLANS OF ABB INC 2021 form 5500 responses
2021-01-01Type of plan entityDFE (Diect Filing Entity)
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingYes
2021-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2021-01-01Plan is a collectively bargained planNo
2020: MASTER TRUST FOR EMPLOYEE BENEFIT PLANS OF ABB INC 2020 form 5500 responses
2020-01-01Type of plan entityDFE (Diect Filing Entity)
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2019: MASTER TRUST FOR EMPLOYEE BENEFIT PLANS OF ABB INC 2019 form 5500 responses
2019-01-01Type of plan entityDFE (Diect Filing Entity)
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2018: MASTER TRUST FOR EMPLOYEE BENEFIT PLANS OF ABB INC 2018 form 5500 responses
2018-01-01Type of plan entityDFE (Diect Filing Entity)
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 planNo
2017: MASTER TRUST FOR EMPLOYEE BENEFIT PLANS OF ABB INC 2017 form 5500 responses
2017-01-01Type of plan entityDFE (Diect Filing Entity)
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2016: MASTER TRUST FOR EMPLOYEE BENEFIT PLANS OF ABB INC 2016 form 5500 responses
2016-01-01Type of plan entityDFE (Diect Filing Entity)
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2015: MASTER TRUST FOR EMPLOYEE BENEFIT PLANS OF ABB INC 2015 form 5500 responses
2015-01-01Type of plan entityDFE (Diect Filing Entity)
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2014: MASTER TRUST FOR EMPLOYEE BENEFIT PLANS OF ABB INC 2014 form 5500 responses
2014-01-01Type of plan entityDFE (Diect Filing Entity)
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2013: MASTER TRUST FOR EMPLOYEE BENEFIT PLANS OF ABB INC 2013 form 5500 responses
2013-01-01Type of plan entityDFE (Diect Filing Entity)
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2012: MASTER TRUST FOR EMPLOYEE BENEFIT PLANS OF ABB INC 2012 form 5500 responses
2012-01-01Type of plan entityDFE (Diect Filing Entity)
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2011: MASTER TRUST FOR EMPLOYEE BENEFIT PLANS OF ABB INC 2011 form 5500 responses
2011-01-01Type of plan entityDFE (Diect Filing Entity)
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2010: MASTER TRUST FOR EMPLOYEE BENEFIT PLANS OF ABB INC 2010 form 5500 responses
2010-01-01Type of plan entityDFE (Diect Filing Entity)
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2009: MASTER TRUST FOR EMPLOYEE BENEFIT PLANS OF ABB INC 2009 form 5500 responses
2009-01-01Type of plan entityDFE (Diect Filing Entity)
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 planNo

Insurance Providers Used on plan

TRANSAMERICA PREMIER (National Association of Insurance Commissioners NAIC id number: 66281 )
Policy contract numberMDA00977TR
Policy instance 3
Insurance contract or identification numberMDA00977TR
Insurance policy start date2021-01-01
Insurance policy end date2021-01-04
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?Yes
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
STATE STREET BANK & TRUST COMPANY (National Association of Insurance Commissioners NAIC id number: 0000 )
Policy contract number98064
Policy instance 2
Insurance contract or identification number98064
Insurance policy start date2021-01-01
Insurance policy end date2021-01-04
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?Yes
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
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract numberGA-62251
Policy instance 1
Insurance contract or identification numberGA-62251
Insurance policy start date2021-01-01
Insurance policy end date2021-01-04
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?Yes
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
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract numberGA-62251
Policy instance 1
Insurance contract or identification numberGA-62251
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
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?Yes
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
STATE STREET BANK & TRUST COMPANY (National Association of Insurance Commissioners NAIC id number: 0000 )
Policy contract number98064
Policy instance 2
Insurance contract or identification number98064
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
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?Yes
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
TRANSAMERICA PREMIER (National Association of Insurance Commissioners NAIC id number: 66281 )
Policy contract numberMDA00977TR
Policy instance 3
Insurance contract or identification numberMDA00977TR
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
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?Yes
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
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract numberGA-62251
Policy instance 1
Insurance contract or identification numberGA-62251
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?Yes
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
TRANSAMERICA PREMIER (National Association of Insurance Commissioners NAIC id number: 66281 )
Policy contract numberMDA00977TR
Policy instance 3
Insurance contract or identification numberMDA00977TR
Number of Individuals Covered0
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?Yes
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
STATE STREET BANK & TRUST COMPANY (National Association of Insurance Commissioners NAIC id number: 0000 )
Policy contract number98064
Policy instance 2
Insurance contract or identification number98064
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?Yes
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
STATE STREET BANK & TRUST COMPANY (National Association of Insurance Commissioners NAIC id number: 0000 )
Policy contract number98064
Policy instance 1
Insurance contract or identification number98064
Number of Individuals Covered0
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA PREMIER (National Association of Insurance Commissioners NAIC id number: 66281 )
Policy contract numberMDA00977TR
Policy instance 2
Insurance contract or identification numberMDA00977TR
Number of Individuals Covered0
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract numberGA-62251
Policy instance 3
Insurance contract or identification numberGA-62251
Number of Individuals Covered0
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract numberGA-62251
Policy instance 3
Insurance contract or identification numberGA-62251
Number of Individuals Covered0
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STATE STREET BANK & TRUST COMPANY (National Association of Insurance Commissioners NAIC id number: 0000 )
Policy contract number98064
Policy instance 1
Insurance contract or identification number98064
Number of Individuals Covered0
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA PREMIER (National Association of Insurance Commissioners NAIC id number: 66281 )
Policy contract numberMDA00977TR
Policy instance 2
Insurance contract or identification numberMDA00977TR
Number of Individuals Covered0
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
INVESCO (National Association of Insurance Commissioners NAIC id number: 0000 )
Policy contract number21598
Policy instance 3
Insurance contract or identification number21598
Number of Individuals Covered0
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA PREMIER (National Association of Insurance Commissioners NAIC id number: 66281 )
Policy contract numberMDA00977TR
Policy instance 2
Insurance contract or identification numberMDA00977TR
Number of Individuals Covered0
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STATE STREET BANK & TRUST COMPANY (National Association of Insurance Commissioners NAIC id number: 0000 )
Policy contract number98064
Policy instance 1
Insurance contract or identification number98064
Number of Individuals Covered0
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract numberGA-62251
Policy instance 4
Insurance contract or identification numberGA-62251
Number of Individuals Covered0
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract numberGA-62251
Policy instance 4
Insurance contract or identification numberGA-62251
Number of Individuals Covered0
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
INVESCO (National Association of Insurance Commissioners NAIC id number: 0000 )
Policy contract number21598
Policy instance 3
Insurance contract or identification number21598
Number of Individuals Covered0
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STATE STREET BANK & TRUST COMPANY (National Association of Insurance Commissioners NAIC id number: 0000 )
Policy contract number98064
Policy instance 1
Insurance contract or identification number98064
Number of Individuals Covered0
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA PREMIER (National Association of Insurance Commissioners NAIC id number: 66281 )
Policy contract numberMDA00977TR
Policy instance 2
Insurance contract or identification numberMDA00977TR
Number of Individuals Covered0
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract numberGA-62251
Policy instance 4
Insurance contract or identification numberGA-62251
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?Yes
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
MONUMENTAL LIFE (National Association of Insurance Commissioners NAIC id number: 66281 )
Policy contract numberMDA00978TR
Policy instance 3
Insurance contract or identification numberMDA00978TR
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?Yes
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
MONUMENTAL LIFE (National Association of Insurance Commissioners NAIC id number: 66281 )
Policy contract numberMDA00977TR
Policy instance 2
Insurance contract or identification numberMDA00977TR
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?Yes
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
STATE STREET BANK & TRUST COMPANY (National Association of Insurance Commissioners NAIC id number: 0000 )
Policy contract number98064
Policy instance 1
Insurance contract or identification number98064
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?Yes
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
STATE STREET BANK & TRUST COMPANY (National Association of Insurance Commissioners NAIC id number: 0000 )
Policy contract number98064
Policy instance 1
Insurance contract or identification number98064
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?Yes
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
MONUMENTAL LIFE (National Association of Insurance Commissioners NAIC id number: 66281 )
Policy contract numberMDA00977TR
Policy instance 2
Insurance contract or identification numberMDA00977TR
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?Yes
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
MONUMENTAL LIFE (National Association of Insurance Commissioners NAIC id number: 66281 )
Policy contract numberMDA00978TR
Policy instance 3
Insurance contract or identification numberMDA00978TR
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?Yes
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
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract numberGA-62251
Policy instance 4
Insurance contract or identification numberGA-62251
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?Yes
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
STATE STREET BANK & TRUST COMPANY (National Association of Insurance Commissioners NAIC id number: 0000 )
Policy contract number98064
Policy instance 4
Insurance contract or identification number98064
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?Yes
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
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract numberGA-62251
Policy instance 3
Insurance contract or identification numberGA-62251
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?Yes
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
MONUMENTAL LIFE (National Association of Insurance Commissioners NAIC id number: 66281 )
Policy contract numberMDA00978TR
Policy instance 2
Insurance contract or identification numberMDA00978TR
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?Yes
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
MONUMENTAL LIFE (National Association of Insurance Commissioners NAIC id number: 66281 )
Policy contract numberMDA00977TR
Policy instance 1
Insurance contract or identification numberMDA00977TR
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?Yes
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
AIG FINANCIAL PRODUCTS CORP. (National Association of Insurance Commissioners NAIC id number: 0000 )
Policy contract number293832
Policy instance 1
Insurance contract or identification number293832
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?Yes
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
MONUMENTAL LIFE (National Association of Insurance Commissioners NAIC id number: 66281 )
Policy contract numberMDA00977TR
Policy instance 2
Insurance contract or identification numberMDA00977TR
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?Yes
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
MONUMENTAL LIFE (National Association of Insurance Commissioners NAIC id number: 66281 )
Policy contract numberMDA00978TR
Policy instance 3
Insurance contract or identification numberMDA00978TR
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?Yes
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
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract numberGA-62251
Policy instance 4
Insurance contract or identification numberGA-62251
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?Yes
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
STATE STREET BANK & TRUST COMPANY (National Association of Insurance Commissioners NAIC id number: 0000 )
Policy contract number98064
Policy instance 5
Insurance contract or identification number98064
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?Yes
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

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