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GENERAL MILLS PENSION PLAN 401k Plan overview

Plan NameGENERAL MILLS PENSION PLAN
Plan identification number 001

GENERAL MILLS PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

GENERAL MILLS, INC has sponsored the creation of one or more 401k plans.

Company Name:GENERAL MILLS, INC
Employer identification number (EIN):410274440
NAIC Classification:311900
NAIC Description: Other Food Manufacturing

Additional information about GENERAL MILLS, INC

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number: 0238427

More information about GENERAL MILLS, INC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GENERAL MILLS PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01KATE BEHRING
0012016-01-01RONALD DRAYTON
0012015-01-01RONALD DRAYTON
0012015-01-01RONALD DRAYTON
0012014-01-01TRACY KOFSKI
0012013-01-01JEANNE DENZ
0012012-01-01JEANNE DENZ
0012011-01-01JEANNE DENZ
0012009-01-01JEANNE DENZ

Plan Statistics for GENERAL MILLS PENSION PLAN

401k plan membership statisitcs for GENERAL MILLS PENSION PLAN

Measure Date Value
2023: GENERAL MILLS PENSION PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-0122,177
Total number of active participants reported on line 7a of the Form 55002023-01-014,397
Number of retired or separated participants receiving benefits2023-01-019,349
Number of other retired or separated participants entitled to future benefits2023-01-011,035
Total of all active and inactive participants2023-01-0114,781
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-012,194
Total participants2023-01-0116,975
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-01178
2022: GENERAL MILLS PENSION PLAN 2022 401k membership
Market value of plan assets2022-12-313,986,821,543
Acturial value of plan assets2022-12-313,789,449,348
Funding target for retired participants and beneficiaries receiving payment2022-12-311,564,747,375
Number of terminated vested participants2022-12-312,076
Fundng target for terminated vested participants2022-12-31141,686,778
Active participant vested funding target2022-12-31858,884,447
Number of active participants2022-12-316,799
Total funding liabilities for active participants2022-12-31920,078,211
Total participant count2022-12-3122,889
Total funding target for all participants2022-12-312,626,512,364
Balance at beginning of prior year after applicable adjustments2022-12-310
Prefunding balance at beginning of prior year after applicable adjustments2022-12-31830,351,197
Carryover balanced portion elected for use to offset prior years funding requirement2022-12-310
Prefunding balanced used to offset prior years funding requirement2022-12-310
Amount remaining of carryover balance2022-12-310
Amount remaining of prefunding balance2022-12-31830,351,197
Present value of excess contributions2022-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-310
Reductions in caryover balances due to elections or deemed elections2022-12-310
Reductions in prefunding balances due to elections or deemed elections2022-12-310
Balance of carryovers at beginning of current year2022-12-310
Balance of prefunding at beginning of current year2022-12-31897,858,749
Total employer contributions2022-12-310
Total employee contributions2022-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2022-12-310
Contributions made to avoid restrictions adjusted to valuation date2022-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-12-310
Unpaid minimum required contributions for all prior years2022-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-12-310
Remaining amount of unpaid minimum required contributions2022-12-310
Minimum required contributions for current year target normal cost2022-12-3169,595,895
Net shortfall amortization installment of oustanding balance2022-12-310
Waiver amortization installment2022-12-310
Total funding amount beforereflecting carryover/prefunding balances2022-12-310
Carryover balance elected to use to offset funding requirement2022-12-310
Prefunding balance elected to use to offset funding requirement2022-12-310
Additional cash requirement2022-12-310
Contributions allocatedtoward minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
Total participants, beginning-of-year2022-01-0122,732
Total number of active participants reported on line 7a of the Form 55002022-01-016,374
Number of retired or separated participants receiving benefits2022-01-0111,230
Number of other retired or separated participants entitled to future benefits2022-01-012,120
Total of all active and inactive participants2022-01-0119,724
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-012,453
Total participants2022-01-0122,177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-01149
2021: GENERAL MILLS PENSION PLAN 2021 401k membership
Market value of plan assets2021-12-313,841,361,353
Acturial value of plan assets2021-12-313,457,225,218
Funding target for retired participants and beneficiaries receiving payment2021-12-311,467,148,739
Number of terminated vested participants2021-12-311,830
Fundng target for terminated vested participants2021-12-31100,915,638
Active participant vested funding target2021-12-31890,499,097
Number of active participants2021-12-317,551
Total funding liabilities for active participants2021-12-31955,221,645
Total participant count2021-12-3123,464
Total funding target for all participants2021-12-312,523,286,022
Balance at beginning of prior year after applicable adjustments2021-12-3126,637,962
Prefunding balance at beginning of prior year after applicable adjustments2021-12-31749,661,540
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-3126,637,962
Prefunding balanced used to offset prior years funding requirement2021-12-3153,116,622
Amount remaining of carryover balance2021-12-310
Amount remaining of prefunding balance2021-12-31696,544,918
Present value of excess contributions2021-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-310
Reductions in caryover balances due to elections or deemed elections2021-12-310
Reductions in prefunding balances due to elections or deemed elections2021-12-310
Balance of carryovers at beginning of current year2021-12-310
Balance of prefunding at beginning of current year2021-12-31830,351,197
Total employer contributions2021-12-310
Total employee contributions2021-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-310
Contributions made to avoid restrictions adjusted to valuation date2021-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-310
Liquidity shortfalls end of Q12021-12-310
Liquidity shortfalls end of Q22021-12-310
Liquidity shortfalls end of Q32021-12-310
Liquidity shortfalls end of Q42021-12-310
Unpaid minimum required contributions for all prior years2021-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-3174,465,639
Net shortfall amortization installment of oustanding balance2021-12-310
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-310
Carryover balance elected to use to offset funding requirement2021-12-310
Prefunding balance elected to use to offset funding requirement2021-12-310
Additional cash requirement2021-12-310
Contributions allocatedtoward minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
Total participants, beginning-of-year2021-01-0123,284
Total number of active participants reported on line 7a of the Form 55002021-01-016,848
Number of retired or separated participants receiving benefits2021-01-0111,460
Number of other retired or separated participants entitled to future benefits2021-01-012,013
Total of all active and inactive participants2021-01-0120,321
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-012,411
Total participants2021-01-0122,732
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-01181
2020: GENERAL MILLS PENSION PLAN 2020 401k membership
Market value of plan assets2020-12-312,483,620,579
Acturial value of plan assets2020-12-312,368,719,401
Funding target for retired participants and beneficiaries receiving payment2020-12-31959,018,870
Number of terminated vested participants2020-12-31480
Fundng target for terminated vested participants2020-12-3134,039,775
Active participant vested funding target2020-12-31845,692,318
Number of active participants2020-12-317,520
Total funding liabilities for active participants2020-12-31907,343,352
Total participant count2020-12-3117,429
Total funding target for all participants2020-12-311,900,401,997
Balance at beginning of prior year after applicable adjustments2020-12-310
Prefunding balance at beginning of prior year after applicable adjustments2020-12-31484,903,003
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-310
Prefunding balanced used to offset prior years funding requirement2020-12-3197,913,845
Amount remaining of carryover balance2020-12-310
Amount remaining of prefunding balance2020-12-31386,989,158
Present value of excess contributions2020-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-310
Reductions in caryover balances due to elections or deemed elections2020-12-310
Reductions in prefunding balances due to elections or deemed elections2020-12-310
Balance of carryovers at beginning of current year2020-12-310
Balance of prefunding at beginning of current year2020-12-31470,501,418
Total employer contributions2020-12-310
Total employee contributions2020-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-310
Contributions made to avoid restrictions adjusted to valuation date2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-310
Liquidity shortfalls end of Q12020-12-310
Liquidity shortfalls end of Q22020-12-310
Liquidity shortfalls end of Q32020-12-310
Liquidity shortfalls end of Q42020-12-310
Unpaid minimum required contributions for all prior years2020-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-3171,724,431
Net shortfall amortization installment of oustanding balance2020-12-312,184,014
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-3179,754,584
Prefunding balance elected to use to offset funding requirement2020-12-3179,754,584
Additional cash requirement2020-12-310
Contributions allocatedtoward minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
Total participants, beginning-of-year2020-01-0117,496
Total number of active participants reported on line 7a of the Form 55002020-01-017,623
Number of retired or separated participants receiving benefits2020-01-0111,455
Number of other retired or separated participants entitled to future benefits2020-01-011,780
Total of all active and inactive participants2020-01-0120,858
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-012,426
Total participants2020-01-0123,284
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-01164
2019: GENERAL MILLS PENSION PLAN 2019 401k membership
Market value of plan assets2019-12-312,135,597,200
Acturial value of plan assets2019-12-312,154,217,963
Funding target for retired participants and beneficiaries receiving payment2019-12-31903,156,269
Number of terminated vested participants2019-12-31397
Fundng target for terminated vested participants2019-12-3125,873,285
Active participant vested funding target2019-12-31827,948,135
Number of active participants2019-12-318,209
Total funding liabilities for active participants2019-12-31892,988,089
Total participant count2019-12-3118,098
Total funding target for all participants2019-12-311,822,017,643
Balance at beginning of prior year after applicable adjustments2019-12-3155,422,535
Prefunding balance at beginning of prior year after applicable adjustments2019-12-311,037,069,753
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-3134,692,504
Prefunding balanced used to offset prior years funding requirement2019-12-3169,261,620
Amount remaining of carryover balance2019-12-3120,730,031
Amount remaining of prefunding balance2019-12-31967,808,133
Present value of excess contributions2019-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-310
Reductions in caryover balances due to elections or deemed elections2019-12-3120,730,031
Reductions in prefunding balances due to elections or deemed elections2019-12-31470,726,633
Balance of carryovers at beginning of current year2019-12-310
Balance of prefunding at beginning of current year2019-12-31484,903,003
Total employer contributions2019-12-310
Total employee contributions2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-310
Liquidity shortfalls end of Q12019-12-310
Liquidity shortfalls end of Q22019-12-310
Liquidity shortfalls end of Q32019-12-310
Liquidity shortfalls end of Q42019-12-310
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-3169,095,657
Net shortfall amortization installment of oustanding balance2019-12-31152,652,683
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-3197,913,845
Carryover balance elected to use to offset funding requirement2019-12-310
Prefunding balance elected to use to offset funding requirement2019-12-3197,913,845
Additional cash requirement2019-12-310
Contributions allocatedtoward minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
Total participants, beginning-of-year2019-01-0118,011
Total number of active participants reported on line 7a of the Form 55002019-01-017,583
Number of retired or separated participants receiving benefits2019-01-017,703
Number of other retired or separated participants entitled to future benefits2019-01-01462
Total of all active and inactive participants2019-01-0115,748
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011,748
Total participants2019-01-0117,496
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-01176
2018: GENERAL MILLS PENSION PLAN 2018 401k membership
Market value of plan assets2018-12-315,101,642,938
Acturial value of plan assets2018-12-314,723,645,896
Funding target for retired participants and beneficiaries receiving payment2018-12-312,286,167,769
Number of terminated vested participants2018-12-318,029
Fundng target for terminated vested participants2018-12-31499,804,486
Active participant vested funding target2018-12-31938,735,129
Number of active participants2018-12-319,693
Total funding liabilities for active participants2018-12-311,014,214,160
Total participant count2018-12-3135,585
Total funding target for all participants2018-12-313,800,186,415
Balance at beginning of prior year after applicable adjustments2018-12-3146,597,053
Prefunding balance at beginning of prior year after applicable adjustments2018-12-31871,926,814
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-310
Amount remaining of carryover balance2018-12-3146,597,053
Amount remaining of prefunding balance2018-12-31871,926,814
Present value of excess contributions2018-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-310
Balance of carryovers at beginning of current year2018-12-3155,422,535
Balance of prefunding at beginning of current year2018-12-311,037,069,753
Total employer contributions2018-12-310
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-310
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-3172,968,898
Net shortfall amortization installment of oustanding balance2018-12-31189,802,494
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-31103,954,124
Carryover balance elected to use to offset funding requirement2018-12-3134,692,504
Prefunding balance elected to use to offset funding requirement2018-12-3169,261,620
Additional cash requirement2018-12-310
Contributions allocatedtoward minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-0135,998
Total number of active participants reported on line 7a of the Form 55002018-01-018,134
Number of retired or separated participants receiving benefits2018-01-017,717
Number of other retired or separated participants entitled to future benefits2018-01-01403
Total of all active and inactive participants2018-01-0116,254
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011,757
Total participants2018-01-0118,011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-01272
2017: GENERAL MILLS PENSION PLAN 2017 401k membership
Market value of plan assets2017-12-314,477,094,364
Acturial value of plan assets2017-12-314,564,535,400
Funding target for retired participants and beneficiaries receiving payment2017-12-312,048,912,092
Number of terminated vested participants2017-12-317,998
Fundng target for terminated vested participants2017-12-31452,923,331
Active participant vested funding target2017-12-31924,080,566
Number of active participants2017-12-3110,518
Total funding liabilities for active participants2017-12-311,001,388,661
Total participant count2017-12-3135,836
Total funding target for all participants2017-12-313,503,224,084
Balance at beginning of prior year after applicable adjustments2017-12-3143,293,741
Prefunding balance at beginning of prior year after applicable adjustments2017-12-31810,115,037
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-310
Amount remaining of carryover balance2017-12-3143,293,741
Amount remaining of prefunding balance2017-12-31810,115,037
Present value of excess contributions2017-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-310
Balance of carryovers at beginning of current year2017-12-3146,597,053
Balance of prefunding at beginning of current year2017-12-31871,926,814
Total employer contributions2017-12-310
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-310
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-3177,482,792
Net shortfall amortization installment of oustanding balance2017-12-310
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-310
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-310
Additional cash requirement2017-12-310
Contributions allocatedtoward minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-0136,196
Total number of active participants reported on line 7a of the Form 55002017-01-019,768
Number of retired or separated participants receiving benefits2017-01-0115,412
Number of other retired or separated participants entitled to future benefits2017-01-018,305
Total of all active and inactive participants2017-01-0133,485
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-012,513
Total participants2017-01-0135,998
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-01383
2016: GENERAL MILLS PENSION PLAN 2016 401k membership
Market value of plan assets2016-12-314,345,776,920
Acturial value of plan assets2016-12-314,544,690,386
Funding target for retired participants and beneficiaries receiving payment2016-12-311,952,406,313
Number of terminated vested participants2016-12-318,237
Fundng target for terminated vested participants2016-12-31438,590,319
Active participant vested funding target2016-12-31868,004,604
Number of active participants2016-12-3110,971
Total funding liabilities for active participants2016-12-31948,430,553
Total participant count2016-12-3136,152
Total funding target for all participants2016-12-313,339,427,185
Balance at beginning of prior year after applicable adjustments2016-12-3143,704,564
Prefunding balance at beginning of prior year after applicable adjustments2016-12-31817,802,379
Amount remaining of carryover balance2016-12-3143,704,564
Amount remaining of prefunding balance2016-12-31817,802,379
Present value of excess contributions2016-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-310
Balance of carryovers at beginning of current year2016-12-3143,293,741
Balance of prefunding at beginning of current year2016-12-31810,115,037
Total employer contributions2016-12-310
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-310
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-3172,280,922
Net shortfall amortization installment of oustanding balance2016-12-310
Waiver amortization installment2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-310
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-310
Contributions allocatedtoward minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-0136,390
Total number of active participants reported on line 7a of the Form 55002016-01-0110,602
Number of retired or separated participants receiving benefits2016-01-0114,957
Number of other retired or separated participants entitled to future benefits2016-01-018,167
Total of all active and inactive participants2016-01-0133,726
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-012,470
Total participants2016-01-0136,196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-01377
2015: GENERAL MILLS PENSION PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0138,080
Total number of active participants reported on line 7a of the Form 55002015-01-0110,987
Number of retired or separated participants receiving benefits2015-01-0114,608
Number of other retired or separated participants entitled to future benefits2015-01-018,366
Total of all active and inactive participants2015-01-0133,961
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-012,429
Total participants2015-01-0136,390
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-01525
2014: GENERAL MILLS PENSION PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0139,057
Total number of active participants reported on line 7a of the Form 55002014-01-0112,384
Number of retired or separated participants receiving benefits2014-01-0113,995
Number of other retired or separated participants entitled to future benefits2014-01-019,281
Total of all active and inactive participants2014-01-0135,660
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-012,420
Total participants2014-01-0138,080
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-01419
2013: GENERAL MILLS PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0138,987
Total number of active participants reported on line 7a of the Form 55002013-01-0113,097
Number of retired or separated participants receiving benefits2013-01-0113,581
Number of other retired or separated participants entitled to future benefits2013-01-0110,033
Total of all active and inactive participants2013-01-0136,711
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-012,346
Total participants2013-01-0139,057
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-01434
2012: GENERAL MILLS PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0138,307
Total number of active participants reported on line 7a of the Form 55002012-01-0113,299
Number of retired or separated participants receiving benefits2012-01-0113,144
Number of other retired or separated participants entitled to future benefits2012-01-0110,225
Total of all active and inactive participants2012-01-0136,668
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-012,319
Total participants2012-01-0138,987
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-01552
2011: GENERAL MILLS PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0138,187
Total number of active participants reported on line 7a of the Form 55002011-01-0113,909
Number of retired or separated participants receiving benefits2011-01-0112,412
Number of other retired or separated participants entitled to future benefits2011-01-019,694
Total of all active and inactive participants2011-01-0136,015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-012,292
Total participants2011-01-0138,307
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-01394
2009: GENERAL MILLS PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0138,178
Total number of active participants reported on line 7a of the Form 55002009-01-0114,004
Number of retired or separated participants receiving benefits2009-01-0111,511
Number of other retired or separated participants entitled to future benefits2009-01-019,323
Total of all active and inactive participants2009-01-0134,838
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-012,169
Total participants2009-01-0137,007
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-01462

Financial Data on GENERAL MILLS PENSION PLAN

Measure Date Value
2023 : GENERAL MILLS PENSION PLAN 2023 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2023-12-31$1,236
Total unrealized appreciation/depreciation of assets2023-12-31$1,236
Total transfer of assets from this plan2023-12-31$1,242,989,868
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$142,569
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$233,819
Total income from all sources (including contributions)2023-12-31$161,790,338
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$144,179,243
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$139,910,284
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$417,000
Value of total assets at end of year2023-12-31$1,628,515,907
Value of total assets at beginning of year2023-12-31$2,853,985,930
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$4,268,959
Total interest from all sources2023-12-31$3,581
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$20,000,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$417,000
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-12-31$293
Administrative expenses (other) incurred2023-12-31$2,071,374
Liabilities. Value of operating payables at end of year2023-12-31$142,569
Liabilities. Value of operating payables at beginning of year2023-12-31$233,819
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$17,611,095
Value of net assets at end of year (total assets less liabilities)2023-12-31$1,628,373,338
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$2,853,752,111
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Value of interest in master investment trust accounts at end of year2023-12-31$1,628,470,058
Value of interest in master investment trust accounts at beginning of year2023-12-31$2,853,813,186
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-12-31$45,849
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-12-31$168,901
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-12-31$168,901
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-12-31$3,581
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-12-31$3,550
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$139,910,284
Contract administrator fees2023-12-31$164,999
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31KPMG LLP
Accountancy firm EIN2023-12-31135565207
2022 : GENERAL MILLS PENSION PLAN 2022 401k financial data
Unrealized appreciation/depreciation of real estate assets2022-12-31$-200
Total unrealized appreciation/depreciation of assets2022-12-31$-200
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$233,819
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$104,523
Total income from all sources (including contributions)2022-12-31$-965,111,909
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$167,957,523
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$163,828,310
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,400,097
Value of total assets at end of year2022-12-31$2,853,985,930
Value of total assets at beginning of year2022-12-31$3,986,926,066
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$4,129,213
Total interest from all sources2022-12-31$1,709
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Administrative expenses professional fees incurred2022-12-31$677,576
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$20,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$1,400,097
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$293
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$3
Administrative expenses (other) incurred2022-12-31$2,584,549
Liabilities. Value of operating payables at end of year2022-12-31$233,819
Liabilities. Value of operating payables at beginning of year2022-12-31$104,523
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,133,069,432
Value of net assets at end of year (total assets less liabilities)2022-12-31$2,853,752,111
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$3,986,821,543
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in master investment trust accounts at end of year2022-12-31$2,853,813,186
Value of interest in master investment trust accounts at beginning of year2022-12-31$3,986,666,815
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$168,901
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$250,912
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$250,912
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$1,709
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$3,550
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$8,336
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$163,828,310
Contract administrator fees2022-12-31$867,088
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31KPMG LLP
Accountancy firm EIN2022-12-31135565207
2021 : GENERAL MILLS PENSION PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$644
Total unrealized appreciation/depreciation of assets2021-12-31$644
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$104,523
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$193,001
Total income from all sources (including contributions)2021-12-31$307,259,974
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$161,799,784
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$157,970,351
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,285,605
Value of total assets at end of year2021-12-31$3,986,926,066
Value of total assets at beginning of year2021-12-31$3,841,554,354
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$3,829,433
Total interest from all sources2021-12-31$180
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Administrative expenses professional fees incurred2021-12-31$580,056
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$20,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$1,285,605
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-31$-34
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$3
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$1
Administrative expenses (other) incurred2021-12-31$2,315,520
Liabilities. Value of operating payables at end of year2021-12-31$104,523
Liabilities. Value of operating payables at beginning of year2021-12-31$193,001
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$145,460,190
Value of net assets at end of year (total assets less liabilities)2021-12-31$3,986,821,543
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$3,841,361,353
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$41,520
Value of interest in master investment trust accounts at end of year2021-12-31$3,986,666,815
Value of interest in master investment trust accounts at beginning of year2021-12-31$3,841,437,611
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$250,912
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$104,230
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$104,230
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$180
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$8,336
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$12,512
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$157,970,385
Contract administrator fees2021-12-31$892,337
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31KPMG LLP
Accountancy firm EIN2021-12-31135565207
2020 : GENERAL MILLS PENSION PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$7,201
Total unrealized appreciation/depreciation of assets2020-12-31$7,201
Total transfer of assets to this plan2020-12-31$937,987,379
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$193,001
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$275,827
Total income from all sources (including contributions)2020-12-31$553,655,202
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$133,901,807
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$129,928,238
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,954,846
Value of total assets at end of year2020-12-31$3,841,554,354
Value of total assets at beginning of year2020-12-31$2,483,896,406
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$3,973,569
Total interest from all sources2020-12-31$1,817
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$652,844
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$20,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$1,954,846
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$1,742
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$1
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$102
Administrative expenses (other) incurred2020-12-31$2,413,438
Liabilities. Value of operating payables at end of year2020-12-31$193,001
Liabilities. Value of operating payables at beginning of year2020-12-31$275,827
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$419,753,395
Value of net assets at end of year (total assets less liabilities)2020-12-31$3,841,361,353
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$2,483,620,579
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$81,850
Value of interest in master investment trust accounts at end of year2020-12-31$3,841,437,611
Value of interest in master investment trust accounts at beginning of year2020-12-31$2,483,802,901
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$104,230
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$77,066
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$77,066
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$1,817
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$12,512
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$16,337
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$129,926,496
Contract administrator fees2020-12-31$825,437
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31KPMG LLP
Accountancy firm EIN2020-12-31135565207
2019 : GENERAL MILLS PENSION PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$-4,438
Total unrealized appreciation/depreciation of assets2019-12-31$-4,438
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$275,827
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$352,060
Total income from all sources (including contributions)2019-12-31$453,203,568
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$105,180,189
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$102,188,067
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,953,258
Value of total assets at end of year2019-12-31$2,483,896,406
Value of total assets at beginning of year2019-12-31$2,135,949,260
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$2,992,122
Total interest from all sources2019-12-31$6,388
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$438,279
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$20,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$2,953,258
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$102
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$604
Other income not declared elsewhere2019-12-31$8,114
Administrative expenses (other) incurred2019-12-31$1,832,674
Liabilities. Value of operating payables at end of year2019-12-31$275,827
Liabilities. Value of operating payables at beginning of year2019-12-31$352,060
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$348,023,379
Value of net assets at end of year (total assets less liabilities)2019-12-31$2,483,620,579
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$2,135,597,200
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$46,112
Value of interest in master investment trust accounts at end of year2019-12-31$2,483,802,901
Value of interest in master investment trust accounts at beginning of year2019-12-31$2,135,862,623
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$77,066
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$65,258
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$65,258
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$6,388
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$16,337
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$20,775
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$102,188,067
Contract administrator fees2019-12-31$675,057
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31KPMG LLP
Accountancy firm EIN2019-12-31135565207
2018 : GENERAL MILLS PENSION PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$227
Total unrealized appreciation/depreciation of assets2018-12-31$227
Total transfer of assets from this plan2018-12-31$2,725,712,927
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$352,060
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$491,314
Total income from all sources (including contributions)2018-12-31$-89,182,543
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$151,150,268
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$146,217,025
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$4,160,069
Value of total assets at end of year2018-12-31$2,135,949,260
Value of total assets at beginning of year2018-12-31$5,102,134,252
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$4,933,243
Total interest from all sources2018-12-31$8,966
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$818,230
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$20,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$4,160,069
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$604
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$307
Other income not declared elsewhere2018-12-31$23,532
Administrative expenses (other) incurred2018-12-31$3,120,400
Liabilities. Value of operating payables at end of year2018-12-31$352,060
Liabilities. Value of operating payables at beginning of year2018-12-31$491,314
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-240,332,811
Value of net assets at end of year (total assets less liabilities)2018-12-31$2,135,597,200
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$5,101,642,938
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$80,622
Value of interest in master investment trust accounts at end of year2018-12-31$2,135,862,623
Value of interest in master investment trust accounts at beginning of year2018-12-31$5,102,087,804
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$65,258
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$19,930
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$19,930
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$8,966
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$20,775
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$26,211
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$146,217,025
Contract administrator fees2018-12-31$913,991
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31KPMG LLP
Accountancy firm EIN2018-12-31135565207
2017 : GENERAL MILLS PENSION PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$5,336
Total unrealized appreciation/depreciation of assets2017-12-31$5,336
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$491,314
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$499,880
Total income from all sources (including contributions)2017-12-31$835,978,696
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$211,430,122
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$205,124,285
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$6,770,631
Value of total assets at end of year2017-12-31$5,102,134,252
Value of total assets at beginning of year2017-12-31$4,477,594,244
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$6,305,837
Total interest from all sources2017-12-31$8,619
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$1,063,694
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$20,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$6,770,631
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$307
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$270
Other income not declared elsewhere2017-12-31$116,520
Administrative expenses (other) incurred2017-12-31$3,500,592
Liabilities. Value of operating payables at end of year2017-12-31$491,314
Liabilities. Value of operating payables at beginning of year2017-12-31$499,880
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$624,548,574
Value of net assets at end of year (total assets less liabilities)2017-12-31$5,101,642,938
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$4,477,094,364
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$99,084
Value of interest in master investment trust accounts at end of year2017-12-31$5,102,087,804
Value of interest in master investment trust accounts at beginning of year2017-12-31$4,477,460,123
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$19,930
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$102,302
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$102,302
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$8,619
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$26,211
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$31,549
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$205,124,285
Contract administrator fees2017-12-31$1,642,467
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31KPMG LLP
Accountancy firm EIN2017-12-31135565207
2016 : GENERAL MILLS PENSION PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$-6,397
Total unrealized appreciation/depreciation of assets2016-12-31$-6,397
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$499,880
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$438,299
Total income from all sources (including contributions)2016-12-31$332,918,912
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$201,601,468
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$195,730,477
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$7,521,407
Value of total assets at end of year2016-12-31$4,477,594,244
Value of total assets at beginning of year2016-12-31$4,346,215,219
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$5,870,991
Total interest from all sources2016-12-31$4,271
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$713,088
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$20,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$7,521,407
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$270
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$56
Other income not declared elsewhere2016-12-31$84,578
Administrative expenses (other) incurred2016-12-31$3,757,204
Liabilities. Value of operating payables at end of year2016-12-31$499,880
Liabilities. Value of operating payables at beginning of year2016-12-31$438,299
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$131,317,444
Value of net assets at end of year (total assets less liabilities)2016-12-31$4,477,094,364
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$4,345,776,920
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$81,123
Value of interest in master investment trust accounts at end of year2016-12-31$4,477,460,123
Value of interest in master investment trust accounts at beginning of year2016-12-31$4,346,080,864
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$102,302
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$97,671
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$97,671
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$4,271
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$31,549
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$36,628
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$195,730,477
Contract administrator fees2016-12-31$1,319,576
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31KPMG LLP
Accountancy firm EIN2016-12-31135565207
2015 : GENERAL MILLS PENSION PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-5,396
Total unrealized appreciation/depreciation of assets2015-12-31$-5,396
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$438,299
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$401,921
Total income from all sources (including contributions)2015-12-31$-36,734,771
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$205,472,163
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$199,302,449
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$5,353,737
Value of total assets at end of year2015-12-31$4,346,215,219
Value of total assets at beginning of year2015-12-31$4,588,385,775
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$6,169,714
Total interest from all sources2015-12-31$594
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$87,414
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$20,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$5,353,737
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$56
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$17
Administrative expenses (other) incurred2015-12-31$5,973,536
Liabilities. Value of operating payables at end of year2015-12-31$438,299
Liabilities. Value of operating payables at beginning of year2015-12-31$401,921
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-242,206,934
Value of net assets at end of year (total assets less liabilities)2015-12-31$4,345,776,920
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$4,587,983,854
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$108,764
Value of interest in master investment trust accounts at end of year2015-12-31$4,346,080,864
Value of interest in master investment trust accounts at beginning of year2015-12-31$4,588,209,936
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$97,671
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$132,480
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$132,480
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$594
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$36,628
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$43,342
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$199,302,449
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31KPMG LLP
Accountancy firm EIN2015-12-31135565207
2014 : GENERAL MILLS PENSION PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$-5,889
Total unrealized appreciation/depreciation of assets2014-12-31$-5,889
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$401,921
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$645,545
Total income from all sources (including contributions)2014-12-31$407,677,272
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$179,210,460
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$174,045,318
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$9,811,204
Value of total assets at end of year2014-12-31$4,588,385,775
Value of total assets at beginning of year2014-12-31$4,360,162,587
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$5,165,142
Total interest from all sources2014-12-31$256
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$15,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$9,811,204
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$17
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$6
Other income not declared elsewhere2014-12-31$54,670
Administrative expenses (other) incurred2014-12-31$5,165,142
Liabilities. Value of operating payables at end of year2014-12-31$401,921
Liabilities. Value of operating payables at beginning of year2014-12-31$645,545
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$228,466,812
Value of net assets at end of year (total assets less liabilities)2014-12-31$4,587,983,854
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$4,359,517,042
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in master investment trust accounts at end of year2014-12-31$4,588,209,936
Value of interest in master investment trust accounts at beginning of year2014-12-31$4,359,929,112
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$132,480
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$184,238
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$184,238
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$256
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$43,342
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$49,231
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$174,045,318
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31KPMG LLP
Accountancy firm EIN2014-12-31135565207
2013 : GENERAL MILLS PENSION PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$-5,833
Total unrealized appreciation/depreciation of assets2013-12-31$-5,833
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$645,545
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$445,578
Total income from all sources (including contributions)2013-12-31$633,752,267
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$171,272,903
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$166,140,325
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$12,035,554
Value of total assets at end of year2013-12-31$4,360,162,587
Value of total assets at beginning of year2013-12-31$3,897,483,256
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$5,132,578
Total interest from all sources2013-12-31$3,243
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$15,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$12,035,554
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$6
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$10
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$445,578
Other income not declared elsewhere2013-12-31$74,651
Administrative expenses (other) incurred2013-12-31$5,132,578
Liabilities. Value of operating payables at end of year2013-12-31$645,545
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$462,479,364
Value of net assets at end of year (total assets less liabilities)2013-12-31$4,359,517,042
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$3,897,037,678
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in master investment trust accounts at end of year2013-12-31$4,359,929,112
Value of interest in master investment trust accounts at beginning of year2013-12-31$3,737,328,532
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$184,238
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$99,650
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$99,650
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$3,243
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$49,231
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$55,064
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Employer contributions (assets) at beginning of year2013-12-31$160,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$166,140,325
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31KPMG LLP
Accountancy firm EIN2013-12-31135565207
2012 : GENERAL MILLS PENSION PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$-9,309
Total unrealized appreciation/depreciation of assets2012-12-31$-9,309
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$445,578
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$803,242
Total income from all sources (including contributions)2012-12-31$624,926,312
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$160,301,678
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$155,766,033
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$182,219,237
Value of total assets at end of year2012-12-31$3,897,483,256
Value of total assets at beginning of year2012-12-31$3,433,216,286
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$4,535,645
Total interest from all sources2012-12-31$2,918
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$15,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$22,219,237
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$10
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$34
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$445,578
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$803,242
Other income not declared elsewhere2012-12-31$458,899
Administrative expenses (other) incurred2012-12-31$4,535,645
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$464,624,634
Value of net assets at end of year (total assets less liabilities)2012-12-31$3,897,037,678
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$3,432,413,044
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in master investment trust accounts at end of year2012-12-31$3,737,328,532
Value of interest in master investment trust accounts at beginning of year2012-12-31$1,548,995,104
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$99,650
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$223,502
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$223,502
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$2,918
Assets. Value of investments in 103.12 investment entities at beginning of year2012-12-31$1,725,933,273
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$55,064
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$64,373
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$160,000,000
Employer contributions (assets) at end of year2012-12-31$160,000,000
Employer contributions (assets) at beginning of year2012-12-31$158,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$155,766,033
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31KPMG LLP
Accountancy firm EIN2012-12-31135565207
2011 : GENERAL MILLS PENSION PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$7,685
Total unrealized appreciation/depreciation of assets2011-12-31$7,685
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$803,242
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$455,148
Total income from all sources (including contributions)2011-12-31$255,961,061
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$144,077,199
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$139,527,362
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$165,071,899
Value of total assets at end of year2011-12-31$3,433,216,286
Value of total assets at beginning of year2011-12-31$3,320,984,330
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$4,549,837
Total interest from all sources2011-12-31$1,459
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$15,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$7,071,899
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$34
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$37
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$803,242
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$455,148
Other income not declared elsewhere2011-12-31$676,067
Administrative expenses (other) incurred2011-12-31$4,549,837
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$111,883,862
Value of net assets at end of year (total assets less liabilities)2011-12-31$3,432,413,044
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$3,320,529,182
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in master investment trust accounts at end of year2011-12-31$1,548,995,104
Value of interest in master investment trust accounts at beginning of year2011-12-31$1,632,926,122
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$223,502
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$232,963
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$232,963
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$1,459
Assets. Value of investments in 103.12 investment entities at end of year2011-12-31$1,725,933,273
Assets. Value of investments in 103.12 investment entities at beginning of year2011-12-31$1,519,768,520
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$64,373
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$56,688
Net gain/loss from 103.12 investment entities2011-12-31$169,219,215
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$158,000,000
Employer contributions (assets) at end of year2011-12-31$158,000,000
Employer contributions (assets) at beginning of year2011-12-31$168,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$139,527,362
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31KPMG LLP
Accountancy firm EIN2011-12-31135565207
2010 : GENERAL MILLS PENSION PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$-52,756
Total unrealized appreciation/depreciation of assets2010-12-31$-52,756
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$455,148
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$461,567
Total income from all sources (including contributions)2010-12-31$606,050,052
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$136,481,145
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$131,968,117
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$171,932,129
Value of total assets at end of year2010-12-31$3,320,984,330
Value of total assets at beginning of year2010-12-31$2,851,421,842
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$4,513,028
Total interest from all sources2010-12-31$10,629
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$30,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$3,932,129
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$37
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$16
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$455,148
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$461,567
Other income not declared elsewhere2010-12-31$617,229
Administrative expenses (other) incurred2010-12-31$4,513,028
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$469,568,907
Value of net assets at end of year (total assets less liabilities)2010-12-31$3,320,529,182
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$2,850,960,275
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in master investment trust accounts at end of year2010-12-31$1,632,926,122
Value of interest in master investment trust accounts at beginning of year2010-12-31$1,474,766,737
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$232,963
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$23,063
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$23,063
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$10,629
Assets. Value of investments in 103.12 investment entities at end of year2010-12-31$1,519,768,520
Assets. Value of investments in 103.12 investment entities at beginning of year2010-12-31$1,376,515,824
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$56,688
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$105,530
Net gain/loss from 103.12 investment entities2010-12-31$213,857,660
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$168,000,000
Employer contributions (assets) at end of year2010-12-31$168,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$131,968,117
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$10,672
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31KPMG LLP
Accountancy firm EIN2010-12-31135565207
2009 : GENERAL MILLS PENSION PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for GENERAL MILLS PENSION PLAN

2023: GENERAL MILLS PENSION PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: GENERAL MILLS PENSION PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: GENERAL MILLS PENSION PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: GENERAL MILLS PENSION PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: GENERAL MILLS PENSION PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: GENERAL MILLS PENSION PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: GENERAL MILLS PENSION PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: GENERAL MILLS PENSION PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: GENERAL MILLS PENSION PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedYes
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: GENERAL MILLS PENSION PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: GENERAL MILLS PENSION PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: GENERAL MILLS PENSION PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: GENERAL MILLS PENSION PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: GENERAL MILLS PENSION PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 )
Policy contract numberAC-5825
Policy instance 1
Insurance contract or identification numberAC-5825
Number of Individuals Covered5
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 )
Policy contract numberAC-5825
Policy instance 1
Insurance contract or identification numberAC-5825
Number of Individuals Covered6
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 )
Policy contract numberAC-5825
Policy instance 1
Insurance contract or identification numberAC-5825
Number of Individuals Covered7
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 )
Policy contract numberAC-5825
Policy instance 1
Insurance contract or identification numberAC-5825
Number of Individuals Covered8
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 )
Policy contract numberAC-5825
Policy instance 1
Insurance contract or identification numberAC-5825
Number of Individuals Covered10
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
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?Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 )
Policy contract numberAC-5825
Policy instance 1
Insurance contract or identification numberAC-5825
Number of Individuals Covered12
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?Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 )
Policy contract numberAC-5825
Policy instance 1
Insurance contract or identification numberAC-5825
Number of Individuals Covered13
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?Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 )
Policy contract numberAC-5825
Policy instance 2
Insurance contract or identification numberAC-5825
Number of Individuals Covered14
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $3,794
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?Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,794
Insurance broker organization code?3
Insurance broker nameAXA EQUITABLE
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 )
Policy contract numberAC-0152
Policy instance 1
Insurance contract or identification numberAC-0152
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 )
Policy contract numberAC-5825
Policy instance 2
Insurance contract or identification numberAC-5825
Number of Individuals Covered17
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $4,033
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?Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,033
Insurance broker organization code?3
Insurance broker nameAXA EQUITABLE
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 )
Policy contract numberAC-0152
Policy instance 1
Insurance contract or identification numberAC-0152
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
Insurance broker name
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 )
Policy contract numberAC-5825
Policy instance 2
Insurance contract or identification numberAC-5825
Number of Individuals Covered18
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $3,894
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?Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,894
Insurance broker organization code?3
Insurance broker nameAXA EQUITABLE
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 )
Policy contract numberAC-0152
Policy instance 1
Insurance contract or identification numberAC-0152
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?Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
Insurance broker nameAXA EQUITABLE
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 )
Policy contract numberAC-0152
Policy instance 1
Insurance contract or identification numberAC-0152
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $1,863
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?Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,863
Insurance broker organization code?3
Insurance broker nameAXA EQUITABLE
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 )
Policy contract numberAC-5825
Policy instance 2
Insurance contract or identification numberAC-5825
Number of Individuals Covered22
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $3,936
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?Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,936
Insurance broker organization code?3
Insurance broker nameAXA EQUITABLE
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 )
Policy contract numberAC-5825
Policy instance 2
Insurance contract or identification numberAC-5825
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $3,957
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?Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 )
Policy contract numberAC-0152
Policy instance 1
Insurance contract or identification numberAC-0152
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $1,863
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?Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 )
Policy contract numberAC-0152
Policy instance 1
Insurance contract or identification numberAC-0152
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $1,863
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?Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 )
Policy contract numberAC-5825
Policy instance 2
Insurance contract or identification numberAC-5825
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $4,671
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?Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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