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BOKERS, INC. SALARIED PENSION PLAN 401k Plan overview

Plan NameBOKERS, INC. SALARIED PENSION PLAN
Plan identification number 002

BOKERS, INC. SALARIED 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).

401k Sponsoring company profile

BOKER'S INC. has sponsored the creation of one or more 401k plans.

Company Name:BOKER'S INC.
Employer identification number (EIN):410947742
NAIC Classification:332700

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BOKERS, INC. SALARIED PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01THOMAS STEPHAN
0022016-01-01THOMAS STEPHAN
0022015-01-01THOMAS STEPHAN
0022014-01-01THOMAS STEPHAN
0022013-01-01THOMAS STEPHAN
0022012-01-01THOMAS STEPHAN
0022011-01-01MATTHEW KISCH JR
0022009-01-01MATTHEW KISCH JR

Plan Statistics for BOKERS, INC. SALARIED PENSION PLAN

401k plan membership statisitcs for BOKERS, INC. SALARIED PENSION PLAN

Measure Date Value
2022: BOKERS, INC. SALARIED PENSION PLAN 2022 401k membership
Market value of plan assets2022-12-3111,740,446
Acturial value of plan assets2022-12-3110,868,322
Funding target for retired participants and beneficiaries receiving payment2022-12-312,297,038
Number of terminated vested participants2022-12-3122
Fundng target for terminated vested participants2022-12-31876,420
Active participant vested funding target2022-12-314,650,380
Number of active participants2022-12-3132
Total funding liabilities for active participants2022-12-314,818,487
Total participant count2022-12-3175
Total funding target for all participants2022-12-317,991,945
Balance at beginning of prior year after applicable adjustments2022-12-310
Prefunding balance at beginning of prior year after applicable adjustments2022-12-311,055,505
Amount remaining of carryover balance2022-12-310
Amount remaining of prefunding balance2022-12-311,055,505
Present value of excess contributions2022-12-31305,291
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-31322,448
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-12-31322,448
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 year2022-12-311,543,667
Total employer contributions2022-12-311,003,000
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 date2022-12-31940,843
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 cost2022-12-31243,778
Net shortfall amortization installment of oustanding balance2022-12-310
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 year2022-12-31940,843
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
Total participants, beginning-of-year2022-01-0175
Total number of active participants reported on line 7a of the Form 55002022-01-0129
Number of retired or separated participants receiving benefits2022-01-0115
Number of other retired or separated participants entitled to future benefits2022-01-0120
Total of all active and inactive participants2022-01-0164
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-019
Total participants2022-01-0173
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-011
2021: BOKERS, INC. SALARIED PENSION PLAN 2021 401k membership
Market value of plan assets2021-12-3110,080,792
Acturial value of plan assets2021-12-319,315,394
Funding target for retired participants and beneficiaries receiving payment2021-12-312,487,482
Number of terminated vested participants2021-12-3122
Fundng target for terminated vested participants2021-12-31985,458
Active participant vested funding target2021-12-314,378,952
Number of active participants2021-12-3133
Total funding liabilities for active participants2021-12-314,482,773
Total participant count2021-12-3175
Total funding target for all participants2021-12-317,955,713
Balance at beginning of prior year after applicable adjustments2021-12-310
Prefunding balance at beginning of prior year after applicable adjustments2021-12-31967,771
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-310
Prefunding balanced used to offset prior years funding requirement2021-12-31152,202
Amount remaining of carryover balance2021-12-310
Amount remaining of prefunding balance2021-12-31815,569
Present value of excess contributions2021-12-31111,206
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-31126,653
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-31126,653
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 year2021-12-311,055,505
Total employer contributions2021-12-31315,000
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 date2021-12-31305,291
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 cost2021-12-31277,119
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 year2021-12-31305,291
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
Total participants, beginning-of-year2021-01-0174
Total number of active participants reported on line 7a of the Form 55002021-01-0132
Number of retired or separated participants receiving benefits2021-01-0117
Number of other retired or separated participants entitled to future benefits2021-01-0119
Total of all active and inactive participants2021-01-0168
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-017
Total participants2021-01-0175
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: BOKERS, INC. SALARIED PENSION PLAN 2020 401k membership
Market value of plan assets2020-12-318,983,258
Acturial value of plan assets2020-12-318,606,943
Funding target for retired participants and beneficiaries receiving payment2020-12-312,500,743
Number of terminated vested participants2020-12-3121
Fundng target for terminated vested participants2020-12-311,096,008
Active participant vested funding target2020-12-313,912,625
Number of active participants2020-12-3132
Total funding liabilities for active participants2020-12-313,976,716
Total participant count2020-12-3172
Total funding target for all participants2020-12-317,573,467
Balance at beginning of prior year after applicable adjustments2020-12-310
Prefunding balance at beginning of prior year after applicable adjustments2020-12-31808,775
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-310
Prefunding balanced used to offset prior years funding requirement2020-12-31186,526
Amount remaining of carryover balance2020-12-310
Amount remaining of prefunding balance2020-12-31622,249
Present value of excess contributions2020-12-31276,845
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-31292,321
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-31228,166
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 year2020-12-31967,771
Total employer contributions2020-12-31185,000
Total employee contributions2020-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-310
Contributions made to avoid restrictions adjusted to valuation date2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-31172,523
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 cost2020-12-31279,224
Net shortfall amortization installment of oustanding balance2020-12-310
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-31213,519
Carryover balance elected to use to offset funding requirement2020-12-310
Prefunding balance elected to use to offset funding requirement2020-12-31152,202
Additional cash requirement2020-12-3161,317
Contributions allocatedtoward minimum required contributions for current year2020-12-31172,523
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
Total participants, beginning-of-year2020-01-0172
Total number of active participants reported on line 7a of the Form 55002020-01-0132
Number of retired or separated participants receiving benefits2020-01-0117
Number of other retired or separated participants entitled to future benefits2020-01-0120
Total of all active and inactive participants2020-01-0169
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-015
Total participants2020-01-0174
Number of participants with account balances2020-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: BOKERS, INC. SALARIED PENSION PLAN 2019 401k membership
Market value of plan assets2019-12-317,597,838
Acturial value of plan assets2019-12-317,889,525
Funding target for retired participants and beneficiaries receiving payment2019-12-312,393,138
Number of terminated vested participants2019-12-3119
Fundng target for terminated vested participants2019-12-31863,794
Active participant vested funding target2019-12-313,681,966
Number of active participants2019-12-3133
Total funding liabilities for active participants2019-12-313,759,470
Total participant count2019-12-3171
Total funding target for all participants2019-12-317,016,402
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-311,012,543
Prefunding balanced used to offset prior years funding requirement2019-12-31179,184
Amount remaining of carryover balance2019-12-310
Amount remaining of prefunding balance2019-12-31833,359
Present value of excess contributions2019-12-31273,197
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-31288,906
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-310
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-310
Balance of carryovers at beginning of current year2019-12-310
Balance of prefunding at beginning of current year2019-12-31808,775
Total employer contributions2019-12-31300,000
Total employee contributions2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-31276,845
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 cost2019-12-31225,611
Net shortfall amortization installment of oustanding balance2019-12-310
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-31161,263
Carryover balance elected to use to offset funding requirement2019-12-310
Prefunding balance elected to use to offset funding requirement2019-12-31186,526
Additional cash requirement2019-12-310
Contributions allocatedtoward minimum required contributions for current year2019-12-31276,845
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
Total participants, beginning-of-year2019-01-0171
Total number of active participants reported on line 7a of the Form 55002019-01-0132
Number of retired or separated participants receiving benefits2019-01-0116
Number of other retired or separated participants entitled to future benefits2019-01-0120
Total of all active and inactive participants2019-01-0168
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-014
Total participants2019-01-0172
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-011
2018: BOKERS, INC. SALARIED PENSION PLAN 2018 401k membership
Market value of plan assets2018-12-317,803,201
Acturial value of plan assets2018-12-317,430,194
Funding target for retired participants and beneficiaries receiving payment2018-12-312,038,138
Number of terminated vested participants2018-12-3119
Fundng target for terminated vested participants2018-12-31776,786
Active participant vested funding target2018-12-313,511,125
Number of active participants2018-12-3133
Total funding liabilities for active participants2018-12-313,575,447
Total participant count2018-12-3170
Total funding target for all participants2018-12-316,390,371
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-311,210,811
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-31332,020
Amount remaining of carryover balance2018-12-310
Amount remaining of prefunding balance2018-12-31878,791
Present value of excess contributions2018-12-31222,046
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-31259,372
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-31259,372
Balance of carryovers at beginning of current year2018-12-310
Balance of prefunding at beginning of current year2018-12-311,285,888
Total employer contributions2018-12-31300,000
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-31273,197
Liquidity shortfalls end of Q12018-12-310
Liquidity shortfalls end of Q22018-12-310
Liquidity shortfalls end of Q32018-12-310
Liquidity shortfalls end of Q42018-12-310
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-31193,206
Net shortfall amortization installment of oustanding balance2018-12-31246,065
Total funding amount beforereflecting carryover/prefunding balances2018-12-31193,206
Prefunding balance elected to use to offset funding requirement2018-12-31193,206
Additional cash requirement2018-12-310
Contributions allocatedtoward minimum required contributions for current year2018-12-31273,197
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-0170
Total number of active participants reported on line 7a of the Form 55002018-01-0133
Number of retired or separated participants receiving benefits2018-01-0116
Number of other retired or separated participants entitled to future benefits2018-01-0118
Total of all active and inactive participants2018-01-0167
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-014
Total participants2018-01-0171
2017: BOKERS, INC. SALARIED PENSION PLAN 2017 401k membership
Market value of plan assets2017-12-316,786,818
Acturial value of plan assets2017-12-316,868,531
Funding target for retired participants and beneficiaries receiving payment2017-12-311,628,805
Number of terminated vested participants2017-12-3119
Fundng target for terminated vested participants2017-12-31693,343
Active participant vested funding target2017-12-313,489,862
Number of active participants2017-12-3135
Total funding liabilities for active participants2017-12-313,527,247
Total participant count2017-12-3171
Total funding target for all participants2017-12-315,849,395
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-311,121,034
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-31316,120
Amount remaining of carryover balance2017-12-310
Amount remaining of prefunding balance2017-12-31804,914
Present value of excess contributions2017-12-31314,032
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-31339,814
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-31339,814
Balance of carryovers at beginning of current year2017-12-310
Balance of prefunding at beginning of current year2017-12-311,210,811
Total employer contributions2017-12-31300,000
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-31273,113
Liquidity shortfalls end of Q12017-12-310
Liquidity shortfalls end of Q22017-12-310
Liquidity shortfalls end of Q32017-12-310
Liquidity shortfalls end of Q42017-12-310
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-31159,948
Net shortfall amortization installment of oustanding balance2017-12-31191,675
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-31383,087
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-31332,020
Additional cash requirement2017-12-3151,067
Contributions allocatedtoward minimum required contributions for current year2017-12-31273,113
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-0171
Total number of active participants reported on line 7a of the Form 55002017-01-0133
Number of retired or separated participants receiving benefits2017-01-0115
Number of other retired or separated participants entitled to future benefits2017-01-0118
Total of all active and inactive participants2017-01-0166
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-014
Total participants2017-01-0170
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-012
2016: BOKERS, INC. SALARIED PENSION PLAN 2016 401k membership
Market value of plan assets2016-12-316,149,166
Acturial value of plan assets2016-12-316,374,734
Funding target for retired participants and beneficiaries receiving payment2016-12-311,608,898
Number of terminated vested participants2016-12-3119
Fundng target for terminated vested participants2016-12-31672,139
Active participant vested funding target2016-12-312,943,896
Number of active participants2016-12-3135
Total funding liabilities for active participants2016-12-313,040,766
Total participant count2016-12-3170
Total funding target for all participants2016-12-315,321,803
Balance at beginning of prior year after applicable adjustments2016-12-31101,550
Prefunding balance at beginning of prior year after applicable adjustments2016-12-31759,174
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-31101,550
Prefunding balanced used to offset prior years funding requirement2016-12-31133,062
Amount remaining of carryover balance2016-12-310
Amount remaining of prefunding balance2016-12-31626,112
Present value of excess contributions2016-12-31479,321
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-31494,859
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-31494,859
Balance of carryovers at beginning of current year2016-12-310
Balance of prefunding at beginning of current year2016-12-311,121,034
Total employer contributions2016-12-31400,000
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-31363,250
Liquidity shortfalls end of Q12016-12-310
Liquidity shortfalls end of Q22016-12-310
Liquidity shortfalls end of Q32016-12-310
Liquidity shortfalls end of Q42016-12-310
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 cost2016-12-31192,290
Net shortfall amortization installment of oustanding balance2016-12-3168,103
Waiver amortization installment2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-31365,338
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-31316,120
Additional cash requirement2016-12-3149,218
Contributions allocatedtoward minimum required contributions for current year2016-12-31363,250
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-0170
Total number of active participants reported on line 7a of the Form 55002016-01-0135
Number of retired or separated participants receiving benefits2016-01-0114
Number of other retired or separated participants entitled to future benefits2016-01-0118
Total of all active and inactive participants2016-01-0167
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-014
Total participants2016-01-0171
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: BOKERS, INC. SALARIED PENSION PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0167
Total number of active participants reported on line 7a of the Form 55002015-01-0135
Number of retired or separated participants receiving benefits2015-01-0113
Number of other retired or separated participants entitled to future benefits2015-01-0118
Total of all active and inactive participants2015-01-0166
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-014
Total participants2015-01-0170
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-011
2014: BOKERS, INC. SALARIED PENSION PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0169
Total number of active participants reported on line 7a of the Form 55002014-01-0131
Number of retired or separated participants receiving benefits2014-01-0114
Number of other retired or separated participants entitled to future benefits2014-01-0118
Total of all active and inactive participants2014-01-0163
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-014
Total participants2014-01-0167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: BOKERS, INC. SALARIED PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0167
Total number of active participants reported on line 7a of the Form 55002013-01-0131
Number of retired or separated participants receiving benefits2013-01-0116
Number of other retired or separated participants entitled to future benefits2013-01-0118
Total of all active and inactive participants2013-01-0165
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-014
Total participants2013-01-0169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-011
2012: BOKERS, INC. SALARIED PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0164
Total number of active participants reported on line 7a of the Form 55002012-01-0131
Number of retired or separated participants receiving benefits2012-01-0116
Number of other retired or separated participants entitled to future benefits2012-01-0118
Total of all active and inactive participants2012-01-0165
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-012
Total participants2012-01-0167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-012
2011: BOKERS, INC. SALARIED PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0164
Total number of active participants reported on line 7a of the Form 55002011-01-0128
Number of retired or separated participants receiving benefits2011-01-0117
Number of other retired or separated participants entitled to future benefits2011-01-0117
Total of all active and inactive participants2011-01-0162
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-012
Total participants2011-01-0164
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-011
2009: BOKERS, INC. SALARIED PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0164
Total number of active participants reported on line 7a of the Form 55002009-01-0131
Number of retired or separated participants receiving benefits2009-01-0118
Number of other retired or separated participants entitled to future benefits2009-01-0113
Total of all active and inactive participants2009-01-0162
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-012
Total participants2009-01-0164
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-011

Financial Data on BOKERS, INC. SALARIED PENSION PLAN

Measure Date Value
2022 : BOKERS, INC. SALARIED PENSION PLAN 2022 401k financial data
Transfers to/from the plan2022-12-31$0
Total plan liabilities at end of year2022-12-31$0
Total plan liabilities at beginning of year2022-12-31$0
Total income from all sources2022-12-31$-757,446
Expenses. Total of all expenses incurred2022-12-31$205,041
Benefits paid (including direct rollovers)2022-12-31$203,233
Total plan assets at end of year2022-12-31$10,777,959
Total plan assets at beginning of year2022-12-31$11,740,446
Value of fidelity bond covering the plan2022-12-31$500,000
Total contributions received or receivable from participants2022-12-31$0
Expenses. Other expenses not covered elsewhere2022-12-31$0
Contributions received from other sources (not participants or employers)2022-12-31$0
Other income received2022-12-31$-1,760,446
Noncash contributions received2022-12-31$0
Net income (gross income less expenses)2022-12-31$-962,487
Net plan assets at end of year (total assets less liabilities)2022-12-31$10,777,959
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$11,740,446
Total contributions received or receivable from employer(s)2022-12-31$1,003,000
Value of certain deemed distributions of participant loans2022-12-31$0
Value of corrective distributions2022-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$1,808
2021 : BOKERS, INC. SALARIED PENSION PLAN 2021 401k financial data
Total income from all sources2021-12-31$1,891,526
Expenses. Total of all expenses incurred2021-12-31$234,955
Benefits paid (including direct rollovers)2021-12-31$232,928
Total plan assets at end of year2021-12-31$11,740,446
Total plan assets at beginning of year2021-12-31$10,083,875
Value of fidelity bond covering the plan2021-12-31$500,000
Expenses. Other expenses not covered elsewhere2021-12-31$2,027
Other income received2021-12-31$1,576,526
Net income (gross income less expenses)2021-12-31$1,656,571
Net plan assets at end of year (total assets less liabilities)2021-12-31$11,740,446
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$10,083,875
Total contributions received or receivable from employer(s)2021-12-31$315,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
2020 : BOKERS, INC. SALARIED PENSION PLAN 2020 401k financial data
Total income from all sources2020-12-31$1,393,093
Expenses. Total of all expenses incurred2020-12-31$300,155
Benefits paid (including direct rollovers)2020-12-31$298,104
Total plan assets at end of year2020-12-31$10,083,875
Total plan assets at beginning of year2020-12-31$8,990,937
Value of fidelity bond covering the plan2020-12-31$500,000
Expenses. Other expenses not covered elsewhere2020-12-31$2,051
Other income received2020-12-31$1,208,093
Net income (gross income less expenses)2020-12-31$1,092,938
Net plan assets at end of year (total assets less liabilities)2020-12-31$10,083,875
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$8,990,937
Total contributions received or receivable from employer(s)2020-12-31$185,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
2019 : BOKERS, INC. SALARIED PENSION PLAN 2019 401k financial data
Total income from all sources2019-12-31$1,669,852
Expenses. Total of all expenses incurred2019-12-31$287,847
Benefits paid (including direct rollovers)2019-12-31$285,869
Total plan assets at end of year2019-12-31$8,990,937
Total plan assets at beginning of year2019-12-31$7,608,932
Value of fidelity bond covering the plan2019-12-31$500,000
Expenses. Other expenses not covered elsewhere2019-12-31$1,978
Other income received2019-12-31$1,369,852
Net income (gross income less expenses)2019-12-31$1,382,005
Net plan assets at end of year (total assets less liabilities)2019-12-31$8,990,937
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$7,608,932
Total contributions received or receivable from employer(s)2019-12-31$300,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018 : BOKERS, INC. SALARIED PENSION PLAN 2018 401k financial data
Total income from all sources2018-12-31$72,008
Expenses. Total of all expenses incurred2018-12-31$276,886
Benefits paid (including direct rollovers)2018-12-31$275,074
Total plan assets at end of year2018-12-31$7,608,932
Total plan assets at beginning of year2018-12-31$7,813,810
Value of fidelity bond covering the plan2018-12-31$500,000
Other income received2018-12-31$-227,992
Net income (gross income less expenses)2018-12-31$-204,878
Net plan assets at end of year (total assets less liabilities)2018-12-31$7,608,932
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$7,813,810
Total contributions received or receivable from employer(s)2018-12-31$300,000
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$1,812
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : BOKERS, INC. SALARIED PENSION PLAN 2017 401k financial data
Total income from all sources2017-12-31$1,342,208
Expenses. Total of all expenses incurred2017-12-31$229,665
Benefits paid (including direct rollovers)2017-12-31$228,139
Total plan assets at end of year2017-12-31$7,913,810
Total plan assets at beginning of year2017-12-31$6,801,267
Value of fidelity bond covering the plan2017-12-31$500,000
Other income received2017-12-31$1,042,208
Net income (gross income less expenses)2017-12-31$1,112,543
Net plan assets at end of year (total assets less liabilities)2017-12-31$7,913,810
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$6,801,267
Total contributions received or receivable from employer(s)2017-12-31$300,000
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$1,526
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : BOKERS, INC. SALARIED PENSION PLAN 2016 401k financial data
Total income from all sources2016-12-31$860,568
Expenses. Total of all expenses incurred2016-12-31$220,243
Benefits paid (including direct rollovers)2016-12-31$218,626
Total plan assets at end of year2016-12-31$6,801,267
Total plan assets at beginning of year2016-12-31$6,160,942
Value of fidelity bond covering the plan2016-12-31$500,000
Other income received2016-12-31$460,568
Net income (gross income less expenses)2016-12-31$640,325
Net plan assets at end of year (total assets less liabilities)2016-12-31$6,801,267
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$6,160,942
Total contributions received or receivable from employer(s)2016-12-31$400,000
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$1,617
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : BOKERS, INC. SALARIED PENSION PLAN 2015 401k financial data
Total income from all sources2015-12-31$650,722
Expenses. Total of all expenses incurred2015-12-31$220,755
Benefits paid (including direct rollovers)2015-12-31$218,648
Total plan assets at end of year2015-12-31$6,160,942
Total plan assets at beginning of year2015-12-31$5,730,975
Value of fidelity bond covering the plan2015-12-31$500,000
Other income received2015-12-31$722
Net income (gross income less expenses)2015-12-31$429,967
Net plan assets at end of year (total assets less liabilities)2015-12-31$6,160,942
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$5,730,975
Total contributions received or receivable from employer(s)2015-12-31$650,000
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$2,107
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : BOKERS, INC. SALARIED PENSION PLAN 2014 401k financial data
Total income from all sources2014-12-31$755,407
Expenses. Total of all expenses incurred2014-12-31$222,263
Benefits paid (including direct rollovers)2014-12-31$220,472
Total plan assets at end of year2014-12-31$5,730,975
Total plan assets at beginning of year2014-12-31$5,197,831
Value of fidelity bond covering the plan2014-12-31$500,000
Other income received2014-12-31$455,407
Net income (gross income less expenses)2014-12-31$533,144
Net plan assets at end of year (total assets less liabilities)2014-12-31$5,730,975
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$5,197,831
Total contributions received or receivable from employer(s)2014-12-31$300,000
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$1,791
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : BOKERS, INC. SALARIED PENSION PLAN 2013 401k financial data
Total income from all sources2013-12-31$1,205,067
Expenses. Total of all expenses incurred2013-12-31$221,465
Benefits paid (including direct rollovers)2013-12-31$219,929
Total plan assets at end of year2013-12-31$5,197,831
Total plan assets at beginning of year2013-12-31$4,214,229
Value of fidelity bond covering the plan2013-12-31$500,000
Other income received2013-12-31$855,067
Net income (gross income less expenses)2013-12-31$983,602
Net plan assets at end of year (total assets less liabilities)2013-12-31$5,197,831
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$4,214,229
Total contributions received or receivable from employer(s)2013-12-31$350,000
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$1,536
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : BOKERS, INC. SALARIED PENSION PLAN 2012 401k financial data
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$457,428
Expenses. Total of all expenses incurred2012-12-31$161,971
Benefits paid (including direct rollovers)2012-12-31$160,681
Total plan assets at end of year2012-12-31$3,959,072
Total plan assets at beginning of year2012-12-31$3,663,615
Value of fidelity bond covering the plan2012-12-31$500,000
Other income received2012-12-31$157,428
Net income (gross income less expenses)2012-12-31$295,457
Net plan assets at end of year (total assets less liabilities)2012-12-31$3,959,072
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$3,663,615
Total contributions received or receivable from employer(s)2012-12-31$300,000
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$1,290
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : BOKERS, INC. SALARIED PENSION PLAN 2011 401k financial data
Total plan liabilities at end of year2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$199,407
Expenses. Total of all expenses incurred2011-12-31$161,302
Benefits paid (including direct rollovers)2011-12-31$160,080
Total plan assets at end of year2011-12-31$3,663,615
Total plan assets at beginning of year2011-12-31$3,625,510
Value of fidelity bond covering the plan2011-12-31$500,000
Other income received2011-12-31$35,131
Net income (gross income less expenses)2011-12-31$38,105
Net plan assets at end of year (total assets less liabilities)2011-12-31$3,663,615
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$3,625,510
Total contributions received or receivable from employer(s)2011-12-31$164,276
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$1,222
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : BOKERS, INC. SALARIED PENSION PLAN 2010 401k financial data
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$484,480
Expenses. Total of all expenses incurred2010-12-31$165,226
Benefits paid (including direct rollovers)2010-12-31$160,080
Total plan assets at end of year2010-12-31$3,625,510
Total plan assets at beginning of year2010-12-31$3,306,256
Value of fidelity bond covering the plan2010-12-31$500,000
Other income received2010-12-31$324,480
Net income (gross income less expenses)2010-12-31$319,254
Net plan assets at end of year (total assets less liabilities)2010-12-31$3,625,510
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$3,306,256
Total contributions received or receivable from employer(s)2010-12-31$160,000
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$5,146
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : BOKERS, INC. SALARIED 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 BOKERS, INC. SALARIED PENSION PLAN

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

Insurance Providers Used on plan

AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number6730
Policy instance 1
Insurance contract or identification number6730
Number of Individuals Covered73
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
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: 66944 )
Policy contract number6730
Policy instance 1
Insurance contract or identification number6730
Number of Individuals Covered75
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
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: 66944 )
Policy contract number6730
Policy instance 1
Insurance contract or identification number6730
Number of Individuals Covered74
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
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: 66944 )
Policy contract number6730
Policy instance 1
Insurance contract or identification number6730
Number of Individuals Covered72
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?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
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: 66944 )
Policy contract number6730
Policy instance 1
Insurance contract or identification number6730
Number of Individuals Covered71
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
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: 66944 )
Policy contract number6730
Policy instance 1
Insurance contract or identification number6730
Number of Individuals Covered70
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
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: 66944 )
Policy contract number6730
Policy instance 1
Insurance contract or identification number6730
Number of Individuals Covered70
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
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: 66944 )
Policy contract number6730
Policy instance 1
Insurance contract or identification number6730
Number of Individuals Covered67
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
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: 66944 )
Policy contract number6730
Policy instance 1
Insurance contract or identification number6730
Number of Individuals Covered69
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
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: 66944 )
Policy contract number6730
Policy instance 1
Insurance contract or identification number6730
Number of Individuals Covered68
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
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: 66944 )
Policy contract number6730
Policy instance 1
Insurance contract or identification number6730
Number of Individuals Covered64
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
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: 66944 )
Policy contract number6730
Policy instance 1
Insurance contract or identification number6730
Number of Individuals Covered64
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
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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