BOARD OF TRUSTEES OF MILWAUKEE COUNTY LABOR COUNCIL has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan WISCONSIN STATE AFL-CIO EMPLOYEES' PENSION PLAN
401k plan membership statisitcs for WISCONSIN STATE AFL-CIO EMPLOYEES' PENSION PLAN
| Measure | Date | Value |
|---|
| 2017: WISCONSIN STATE AFL-CIO EMPLOYEES' PENSION PLAN 2017 401k membership |
|---|
| Market value of plan assets | 2017-07-01 | 1,266,593 |
| Acturial value of plan assets | 2017-07-01 | 1,266,593 |
| Funding target for retired participants and beneficiaries receiving payment | 2017-07-01 | 1,311,337 |
| Number of terminated vested participants | 2017-07-01 | 2 |
| Fundng target for terminated vested participants | 2017-07-01 | 16,417 |
| Active participant vested funding target | 2017-07-01 | 310,615 |
| Number of active participants | 2017-07-01 | 2 |
| Total funding liabilities for active participants | 2017-07-01 | 310,615 |
| Total participant count | 2017-07-01 | 14 |
| Total funding target for all participants | 2017-07-01 | 1,638,369 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2017-07-01 | 0 |
| Total employer contributions | 2017-07-01 | 122,219 |
| Contributions allocated toward unpaid minimum require contributions from prior years | 2017-07-01 | 59,295 |
| Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2017-07-01 | 50,947 |
| Unpaid minimum required contributions for all prior years | 2017-07-01 | 59,295 |
| iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2017-07-01 | 59,295 |
| Remaining amount of unpaid minimum required contributions | 2017-07-01 | 0 |
| Minimum required contributions for current year target normal cost | 2017-07-01 | 5,046 |
| Net shortfall amortization installment of oustanding balance | 2017-07-01 | 371,776 |
| Total funding amount beforereflecting carryover/prefunding balances | 2017-07-01 | 50,484 |
| Additional cash requirement | 2017-07-01 | 50,484 |
| Contributions allocatedtoward minimum required contributions for current year | 2017-07-01 | 50,947 |
| Unpaid minimum required contributions for current year | 2017-07-01 | 0 |
| Unpaid minimum required contributions for all years | 2017-07-01 | 0 |
| Total participants, beginning-of-year | 2017-01-01 | 14 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 2 |
| Number of retired or separated participants receiving benefits | 2017-01-01 | 10 |
| Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 1 |
| Total of all active and inactive participants | 2017-01-01 | 13 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 1 |
| Total participants | 2017-01-01 | 14 |
| 2016: WISCONSIN STATE AFL-CIO EMPLOYEES' PENSION PLAN 2016 401k membership |
|---|
| Market value of plan assets | 2016-12-31 | 1,320,050 |
| Acturial value of plan assets | 2016-12-31 | 1,320,050 |
| Funding target for retired participants and beneficiaries receiving payment | 2016-12-31 | 1,173,201 |
| Number of terminated vested participants | 2016-12-31 | 2 |
| Fundng target for terminated vested participants | 2016-12-31 | 155,014 |
| Active participant vested funding target | 2016-12-31 | 298,526 |
| Number of active participants | 2016-12-31 | 2 |
| Total funding liabilities for active participants | 2016-12-31 | 298,526 |
| Total participant count | 2016-12-31 | 14 |
| Total funding target for all participants | 2016-12-31 | 1,626,741 |
| Prefunding balance at beginning of prior year after applicable adjustments | 2016-12-31 | 646 |
| Prefunding balanced used to offset prior years funding requirement | 2016-12-31 | 646 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2016-12-31 | 0 |
| Balance of carryovers at beginning of current year | 2016-12-31 | 0 |
| Balance of prefunding at beginning of current year | 2016-12-31 | 0 |
| Total employer contributions | 2016-12-31 | 30,229 |
| Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2016-12-31 | 28,685 |
| Remaining amount of unpaid minimum required contributions | 2016-12-31 | 0 |
| Minimum required contributions for current year target normal cost | 2016-12-31 | 10,576 |
| Net shortfall amortization installment of oustanding balance | 2016-12-31 | 306,691 |
| Total funding amount beforereflecting carryover/prefunding balances | 2016-12-31 | 87,980 |
| Additional cash requirement | 2016-12-31 | 87,980 |
| Contributions allocatedtoward minimum required contributions for current year | 2016-12-31 | 28,685 |
| Unpaid minimum required contributions for current year | 2016-12-31 | 59,295 |
| Unpaid minimum required contributions for all years | 2016-12-31 | 59,295 |
| Total participants, beginning-of-year | 2016-01-01 | 14 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 2 |
| Number of retired or separated participants receiving benefits | 2016-01-01 | 9 |
| Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 1 |
| Total of all active and inactive participants | 2016-01-01 | 12 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 2 |
| Total participants | 2016-01-01 | 14 |
| 2015: WISCONSIN STATE AFL-CIO EMPLOYEES' PENSION PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 14 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 2 |
| Number of retired or separated participants receiving benefits | 2015-01-01 | 8 |
| Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 2 |
| Total of all active and inactive participants | 2015-01-01 | 12 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 2 |
| Total participants | 2015-01-01 | 14 |
| 2014: WISCONSIN STATE AFL-CIO EMPLOYEES' PENSION PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 15 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 2 |
| Number of retired or separated participants receiving benefits | 2014-01-01 | 6 |
| Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 4 |
| Total of all active and inactive participants | 2014-01-01 | 12 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 2 |
| Total participants | 2014-01-01 | 14 |
| 2013: WISCONSIN STATE AFL-CIO EMPLOYEES' PENSION PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 15 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 3 |
| Number of retired or separated participants receiving benefits | 2013-01-01 | 6 |
| Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 4 |
| Total of all active and inactive participants | 2013-01-01 | 13 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 2 |
| Total participants | 2013-01-01 | 15 |
| 2012: WISCONSIN STATE AFL-CIO EMPLOYEES' PENSION PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 15 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 4 |
| Number of retired or separated participants receiving benefits | 2012-01-01 | 5 |
| Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 4 |
| Total of all active and inactive participants | 2012-01-01 | 13 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 2 |
| Total participants | 2012-01-01 | 15 |
| 2011: WISCONSIN STATE AFL-CIO EMPLOYEES' PENSION PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 15 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 4 |
| Number of retired or separated participants receiving benefits | 2011-01-01 | 5 |
| Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 4 |
| Total of all active and inactive participants | 2011-01-01 | 13 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 2 |
| Total participants | 2011-01-01 | 15 |
| 2010: WISCONSIN STATE AFL-CIO EMPLOYEES' PENSION PLAN 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-01-01 | 16 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 4 |
| Number of retired or separated participants receiving benefits | 2010-01-01 | 5 |
| Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 4 |
| Total of all active and inactive participants | 2010-01-01 | 13 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 2 |
| Total participants | 2010-01-01 | 15 |
| 2009: WISCONSIN STATE AFL-CIO EMPLOYEES' PENSION PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 17 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 4 |
| Number of retired or separated participants receiving benefits | 2009-01-01 | 5 |
| Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 4 |
| Total of all active and inactive participants | 2009-01-01 | 13 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 3 |
| Total participants | 2009-01-01 | 16 |
| Measure | Date | Value |
|---|
| 2017 : WISCONSIN STATE AFL-CIO EMPLOYEES' PENSION PLAN 2017 401k financial data |
|---|
| Transfers to/from the plan | 2017-07-01 | $-1,244,363 |
| Total income from all sources | 2017-07-01 | $79,980 |
| Expenses. Total of all expenses incurred | 2017-07-01 | $102,405 |
| Benefits paid (including direct rollovers) | 2017-07-01 | $80,122 |
| Total plan assets at beginning of year | 2017-07-01 | $1,266,788 |
| Value of fidelity bond covering the plan | 2017-07-01 | $500,000 |
| Expenses. Other expenses not covered elsewhere | 2017-07-01 | $8,732 |
| Other income received | 2017-07-01 | $79,980 |
| Net income (gross income less expenses) | 2017-07-01 | $-22,425 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-07-01 | $1,266,788 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-07-01 | $13,551 |
| 2016 : WISCONSIN STATE AFL-CIO EMPLOYEES' PENSION PLAN 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $86,525 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $143,993 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $123,772 |
| Total plan assets at end of year | 2016-12-31 | $1,266,788 |
| Total plan assets at beginning of year | 2016-12-31 | $1,324,256 |
| Value of fidelity bond covering the plan | 2016-12-31 | $500,000 |
| Expenses. Other expenses not covered elsewhere | 2016-12-31 | $5,900 |
| Other income received | 2016-12-31 | $56,296 |
| Net income (gross income less expenses) | 2016-12-31 | $-57,468 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $1,266,788 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $1,324,256 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $30,229 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $14,321 |
| 2015 : WISCONSIN STATE AFL-CIO EMPLOYEES' PENSION PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $63,064 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $132,200 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $107,923 |
| Total plan assets at end of year | 2015-12-31 | $1,324,256 |
| Total plan assets at beginning of year | 2015-12-31 | $1,393,392 |
| Value of fidelity bond covering the plan | 2015-12-31 | $500,000 |
| Expenses. Other expenses not covered elsewhere | 2015-12-31 | $5,749 |
| Other income received | 2015-12-31 | $-12,160 |
| Net income (gross income less expenses) | 2015-12-31 | $-69,136 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $1,324,256 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $1,393,392 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $75,224 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $18,528 |
| 2014 : WISCONSIN STATE AFL-CIO EMPLOYEES' PENSION PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $137,089 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $130,609 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $99,830 |
| Total plan assets at end of year | 2014-12-31 | $1,393,392 |
| Total plan assets at beginning of year | 2014-12-31 | $1,386,912 |
| Value of fidelity bond covering the plan | 2014-12-31 | $500,000 |
| Expenses. Other expenses not covered elsewhere | 2014-12-31 | $9,969 |
| Other income received | 2014-12-31 | $60,293 |
| Net income (gross income less expenses) | 2014-12-31 | $6,480 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $1,393,392 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $1,386,912 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $76,796 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $20,810 |
| 2013 : WISCONSIN STATE AFL-CIO EMPLOYEES' PENSION PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $235,807 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $109,397 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $87,874 |
| Total plan assets at end of year | 2013-12-31 | $1,386,912 |
| Total plan assets at beginning of year | 2013-12-31 | $1,260,502 |
| Value of fidelity bond covering the plan | 2013-12-31 | $500,000 |
| Expenses. Other expenses not covered elsewhere | 2013-12-31 | $21,523 |
| Other income received | 2013-12-31 | $154,847 |
| Net income (gross income less expenses) | 2013-12-31 | $126,410 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $1,386,912 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $1,260,502 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $80,960 |
| 2012 : WISCONSIN STATE AFL-CIO EMPLOYEES' PENSION PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $169,016 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $92,384 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $83,489 |
| Total plan assets at end of year | 2012-12-31 | $1,260,502 |
| Total plan assets at beginning of year | 2012-12-31 | $1,183,870 |
| Value of fidelity bond covering the plan | 2012-12-31 | $500,000 |
| Expenses. Other expenses not covered elsewhere | 2012-12-31 | $8,895 |
| Other income received | 2012-12-31 | $129,016 |
| Net income (gross income less expenses) | 2012-12-31 | $76,632 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $1,260,502 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $1,183,870 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $40,000 |
| 2011 : WISCONSIN STATE AFL-CIO EMPLOYEES' PENSION PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $7,114 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $93,525 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $83,489 |
| Total plan assets at end of year | 2011-12-31 | $1,183,870 |
| Total plan assets at beginning of year | 2011-12-31 | $1,270,281 |
| Value of fidelity bond covering the plan | 2011-12-31 | $500,000 |
| Other income received | 2011-12-31 | $2,114 |
| Net income (gross income less expenses) | 2011-12-31 | $-86,411 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $1,183,870 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $1,270,281 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $5,000 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $10,036 |
| 2010 : WISCONSIN STATE AFL-CIO EMPLOYEES' PENSION PLAN 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $116,599 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $99,316 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $88,851 |
| Total plan assets at end of year | 2010-12-31 | $1,270,281 |
| Total plan assets at beginning of year | 2010-12-31 | $1,252,998 |
| Value of fidelity bond covering the plan | 2010-12-31 | $500,000 |
| Other income received | 2010-12-31 | $116,599 |
| Net income (gross income less expenses) | 2010-12-31 | $17,283 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $1,270,281 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $1,252,998 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $10,465 |
| 2017: WISCONSIN STATE AFL-CIO EMPLOYEES' PENSION PLAN 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | This submission is the final filing | Yes |
| 2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
| 2017-01-01 | Plan is a collectively bargained plan | Yes |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: WISCONSIN STATE AFL-CIO EMPLOYEES' PENSION PLAN 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Plan is a collectively bargained plan | Yes |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: WISCONSIN STATE AFL-CIO EMPLOYEES' PENSION PLAN 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Plan is a collectively bargained plan | Yes |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: WISCONSIN STATE AFL-CIO EMPLOYEES' PENSION PLAN 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Plan is a collectively bargained plan | Yes |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: WISCONSIN STATE AFL-CIO EMPLOYEES' PENSION PLAN 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Plan is a collectively bargained plan | Yes |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: WISCONSIN STATE AFL-CIO EMPLOYEES' PENSION PLAN 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Plan is a collectively bargained plan | Yes |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: WISCONSIN STATE AFL-CIO EMPLOYEES' PENSION PLAN 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Plan is a collectively bargained plan | Yes |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2010: WISCONSIN STATE AFL-CIO EMPLOYEES' PENSION PLAN 2010 form 5500 responses |
|---|
| 2010-01-01 | Type of plan entity | Single employer plan |
| 2010-01-01 | Plan is a collectively bargained plan | Yes |
| 2010-01-01 | Plan funding arrangement – Trust | Yes |
| 2010-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2010-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: WISCONSIN STATE AFL-CIO EMPLOYEES' PENSION PLAN 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | Plan is a collectively bargained plan | Yes |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
| MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 ) |
| Policy contract number | 39G 07442 |
| Policy instance | 1 |
| Insurance contract or identification number | 39G 07442 | | Number of Individuals Covered | 13 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-07-01 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 ) |
| Policy contract number | 39G 07442 |
| Policy instance | 1 |
| Insurance contract or identification number | 39G 07442 | | Number of Individuals Covered | 14 | | Insurance policy start date | 2015-01-01 | | Insurance policy end date | 2015-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 ) |
| Policy contract number | 39G 07442 |
| Policy instance | 1 |
| Insurance contract or identification number | 39G 07442 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 ) |
| Policy contract number | 39G 07442 |
| Policy instance | 1 |
| Insurance contract or identification number | 39G 07442 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 ) |
| Policy contract number | 39G 07442 |
| Policy instance | 1 |
| Insurance contract or identification number | 39G 07442 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 ) |
| Policy contract number | 39G 07442 |
| Policy instance | 1 |
| Insurance contract or identification number | 39G 07442 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 ) |
| Policy contract number | 39G 07442 |
| Policy instance | 1 |
| Insurance contract or identification number | 39G 07442 | | Insurance policy start date | 2010-01-01 | | Insurance policy end date | 2010-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
