401k Plan data: FIDUCIARY COUNSELLING, INC. PENSION PLAN plan

FIDUCIARY COUNSELLING, INC. PENSION PLAN 401k Plan overview

Plan Name	FIDUCIARY COUNSELLING, INC. PENSION PLAN
Plan identification number	001

FIDUCIARY COUNSELLING, INC. PENSION PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
Plan covered by PBGC that was terminated and closed out for PBGC purposes - Before the end of the plan year (or a prior plan year), (1) the plan terminated in a standard (or distress) termination and completed the distribution of plan assets in satisfaction of all benefit liabilities (or all ERISA Title IV benefits for distress termination); or (2) a trustee was appointed for a terminated plan pursuant to ERISA section 4042.
Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).

401k Sponsoring company profile

FIDUCIARY COUNSELLING, INC. has sponsored the creation of one or more 401k plans.

Company Name: FIDUCIARY COUNSELLING, INC.

Employer identification number (EIN): 411277823

NAIC Classification: 541219
NAIC Description: Other Accounting Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FIDUCIARY COUNSELLING, INC. PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2018-01-01
001 2017-01-01 SHARI L. CLIFFORD
001 2016-01-01 SHARI L. CLIFFORD
001 2015-01-01 SHARI CLIFFORD
001 2014-01-01 SHARI CLIFFORD
001 2013-01-01 SHARI CLIFFORD
001 2012-01-01 JENNIFER LAMMERS JENNIFER LAMMERS 2013-06-19
001 2011-01-01 JENNIFER LAMMERS
001 2009-01-01 JENNIFER LAMMERS

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2018-01-01
001	2017-01-01	SHARI L. CLIFFORD
001	2016-01-01	SHARI L. CLIFFORD
001	2015-01-01	SHARI CLIFFORD
001	2014-01-01	SHARI CLIFFORD
001	2013-01-01	SHARI CLIFFORD
001	2012-01-01	JENNIFER LAMMERS	JENNIFER LAMMERS	2013-06-19
001	2011-01-01	JENNIFER LAMMERS
001	2009-01-01	JENNIFER LAMMERS

Plan Statistics for FIDUCIARY COUNSELLING, INC. PENSION PLAN

401k plan membership statisitcs for FIDUCIARY COUNSELLING, INC. PENSION PLAN

Measure Date Value
2018: FIDUCIARY COUNSELLING, INC. PENSION PLAN 2018 401k membership
Market value of plan assets 2018-12-31 21,794,532
Acturial value of plan assets 2018-12-31 21,794,532
Funding target for retired participants and beneficiaries receiving payment 2018-12-31 10,813,722
Number of terminated vested participants 2018-12-31 16
Fundng target for terminated vested participants 2018-12-31 858,435
Active participant vested funding target 2018-12-31 4,319,883
Number of active participants 2018-12-31 30
Total funding liabilities for active participants 2018-12-31 4,481,251
Total participant count 2018-12-31 85
Total funding target for all participants 2018-12-31 16,153,408
Balance at beginning of prior year after applicable adjustments 2018-12-31 530,177
Prefunding balance at beginning of prior year after applicable adjustments 2018-12-31 1,899,553
Carryover balanced portion elected for use to offset prior years funding requirement 2018-12-31 0
Prefunding balanced used to offset prior years funding requirement 2018-12-31 0
Amount remaining of carryover balance 2018-12-31 530,177
Amount remaining of prefunding balance 2018-12-31 1,899,553
Present value of excess contributions 2018-12-31 1,523,224
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 1,613,551
Balance of carryovers at beginning of current year 2018-12-31 613,097
Balance of prefunding at beginning of current year 2018-12-31 2,196,643
Total employer contributions 2018-12-31 138,656
Total employee contributions 2018-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2018-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2018-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2018-12-31 132,159
Unpaid minimum required contributions for all prior years 2018-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2018-12-31 0
Remaining amount of unpaid minimum required contributions 2018-12-31 0
Minimum required contributions for current year target normal cost 2018-12-31 47,500
Net shortfall amortization installment of oustanding balance 2018-12-31 0
Waiver amortization installment 2018-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2018-12-31 0
Additional cash requirement 2018-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 132,159
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
Total participants, beginning-of-year 2018-01-01 85
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 0
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 0
Total of all active and inactive participants 2018-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 0
2017: FIDUCIARY COUNSELLING, INC. PENSION PLAN 2017 401k membership
Market value of plan assets 2017-12-31 19,991,452
Acturial value of plan assets 2017-12-31 19,991,452
Funding target for retired participants and beneficiaries receiving payment 2017-12-31 10,512,240
Number of terminated vested participants 2017-12-31 36
Fundng target for terminated vested participants 2017-12-31 2,038,503
Active participant vested funding target 2017-12-31 3,909,185
Number of active participants 2017-12-31 32
Total funding liabilities for active participants 2017-12-31 4,094,197
Total participant count 2017-12-31 106
Total funding target for all participants 2017-12-31 16,644,940
Balance at beginning of prior year after applicable adjustments 2017-12-31 489,274
Prefunding balance at beginning of prior year after applicable adjustments 2017-12-31 1,753,002
Carryover balanced portion elected for use to offset prior years funding requirement 2017-12-31 0
Prefunding balanced used to offset prior years funding requirement 2017-12-31 0
Amount remaining of carryover balance 2017-12-31 489,274
Amount remaining of prefunding balance 2017-12-31 1,753,002
Present value of excess contributions 2017-12-31 519,129
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 550,952
Balance of carryovers at beginning of current year 2017-12-31 530,177
Balance of prefunding at beginning of current year 2017-12-31 1,899,553
Total employer contributions 2017-12-31 1,674,258
Total employee contributions 2017-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2017-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2017-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2017-12-31 1,523,224
Unpaid minimum required contributions for all prior years 2017-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2017-12-31 0
Remaining amount of unpaid minimum required contributions 2017-12-31 0
Minimum required contributions for current year target normal cost 2017-12-31 45,700
Net shortfall amortization installment of oustanding balance 2017-12-31 0
Waiver amortization installment 2017-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2017-12-31 0
Additional cash requirement 2017-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 1,523,224
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
Total participants, beginning-of-year 2017-01-01 106
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 30
Number of retired or separated participants receiving benefits 2017-01-01 39
Number of other retired or separated participants entitled to future benefits 2017-01-01 16
Total of all active and inactive participants 2017-01-01 85
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 1
Total participants 2017-01-01 86
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: FIDUCIARY COUNSELLING, INC. PENSION PLAN 2016 401k membership
Market value of plan assets 2016-12-31 18,826,328
Acturial value of plan assets 2016-12-31 18,826,328
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 9,011,146
Number of terminated vested participants 2016-12-31 35
Fundng target for terminated vested participants 2016-12-31 1,939,453
Active participant vested funding target 2016-12-31 4,844,495
Number of active participants 2016-12-31 36
Total funding liabilities for active participants 2016-12-31 5,021,609
Total participant count 2016-12-31 109
Total funding target for all participants 2016-12-31 15,972,208
Balance at beginning of prior year after applicable adjustments 2016-12-31 516,548
Prefunding balance at beginning of prior year after applicable adjustments 2016-12-31 1,850,720
Carryover balanced portion elected for use to offset prior years funding requirement 2016-12-31 0
Prefunding balanced used to offset prior years funding requirement 2016-12-31 0
Amount remaining of carryover balance 2016-12-31 516,548
Amount remaining of prefunding balance 2016-12-31 1,850,720
Present value of excess contributions 2016-12-31 1,571,520
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 1,670,840
Balance of carryovers at beginning of current year 2016-12-31 489,274
Balance of prefunding at beginning of current year 2016-12-31 1,753,002
Total employer contributions 2016-12-31 563,210
Total employee contributions 2016-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2016-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2016-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2016-12-31 519,129
Unpaid minimum required contributions for all prior years 2016-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2016-12-31 0
Remaining amount of unpaid minimum required contributions 2016-12-31 0
Minimum required contributions for current year target normal cost 2016-12-31 51,700
Net shortfall amortization installment of oustanding balance 2016-12-31 0
Waiver amortization installment 2016-12-31 0
Waived amount of outstanding balance 2016-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 0
Carryover balance elected to use to offset funding requirement 2016-12-31 0
Prefunding balance elected to use to offset funding requirement 2016-12-31 0
Additional cash requirement 2016-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 519,129
Unpaid minimum required contributions for current year 2016-12-31 0
Unpaid minimum required contributions for all years 2016-12-31 0
Total participants, beginning-of-year 2016-01-01 109
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 32
Number of retired or separated participants receiving benefits 2016-01-01 37
Number of other retired or separated participants entitled to future benefits 2016-01-01 36
Total of all active and inactive participants 2016-01-01 105
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 1
Total participants 2016-01-01 106
2015: FIDUCIARY COUNSELLING, INC. PENSION PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 109
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 36
Number of retired or separated participants receiving benefits 2015-01-01 37
Number of other retired or separated participants entitled to future benefits 2015-01-01 35
Total of all active and inactive participants 2015-01-01 108
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 1
Total participants 2015-01-01 109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: FIDUCIARY COUNSELLING, INC. PENSION PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 107
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 41
Number of retired or separated participants receiving benefits 2014-01-01 31
Number of other retired or separated participants entitled to future benefits 2014-01-01 35
Total of all active and inactive participants 2014-01-01 107
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 1
Total participants 2014-01-01 108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: FIDUCIARY COUNSELLING, INC. PENSION PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 111
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 45
Number of retired or separated participants receiving benefits 2013-01-01 29
Number of other retired or separated participants entitled to future benefits 2013-01-01 33
Total of all active and inactive participants 2013-01-01 107
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 1
Total participants 2013-01-01 108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 3
2012: FIDUCIARY COUNSELLING, INC. PENSION PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 111
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 46
Number of retired or separated participants receiving benefits 2012-01-01 30
Number of other retired or separated participants entitled to future benefits 2012-01-01 34
Total of all active and inactive participants 2012-01-01 110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 1
Total participants 2012-01-01 111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: FIDUCIARY COUNSELLING, INC. PENSION PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 102
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 49
Number of retired or separated participants receiving benefits 2011-01-01 30
Number of other retired or separated participants entitled to future benefits 2011-01-01 29
Total of all active and inactive participants 2011-01-01 108
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 1
Total participants 2011-01-01 109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: FIDUCIARY COUNSELLING, INC. PENSION PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 115
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 60
Number of retired or separated participants receiving benefits 2009-01-01 32
Number of other retired or separated participants entitled to future benefits 2009-01-01 26
Total of all active and inactive participants 2009-01-01 118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 4

Measure	Date	Value
2018: FIDUCIARY COUNSELLING, INC. PENSION PLAN 2018 401k membership
Market value of plan assets	2018-12-31	21,794,532
Acturial value of plan assets	2018-12-31	21,794,532
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	10,813,722
Number of terminated vested participants	2018-12-31	16
Fundng target for terminated vested participants	2018-12-31	858,435
Active participant vested funding target	2018-12-31	4,319,883
Number of active participants	2018-12-31	30
Total funding liabilities for active participants	2018-12-31	4,481,251
Total participant count	2018-12-31	85
Total funding target for all participants	2018-12-31	16,153,408
Balance at beginning of prior year after applicable adjustments	2018-12-31	530,177
Prefunding balance at beginning of prior year after applicable adjustments	2018-12-31	1,899,553
Carryover balanced portion elected for use to offset prior years funding requirement	2018-12-31	0
Prefunding balanced used to offset prior years funding requirement	2018-12-31	0
Amount remaining of carryover balance	2018-12-31	530,177
Amount remaining of prefunding balance	2018-12-31	1,899,553
Present value of excess contributions	2018-12-31	1,523,224
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	1,613,551
Balance of carryovers at beginning of current year	2018-12-31	613,097
Balance of prefunding at beginning of current year	2018-12-31	2,196,643
Total employer contributions	2018-12-31	138,656
Total employee contributions	2018-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2018-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2018-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2018-12-31	132,159
Unpaid minimum required contributions for all prior years	2018-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2018-12-31	0
Remaining amount of unpaid minimum required contributions	2018-12-31	0
Minimum required contributions for current year target normal cost	2018-12-31	47,500
Net shortfall amortization installment of oustanding balance	2018-12-31	0
Waiver amortization installment	2018-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	0
Additional cash requirement	2018-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	132,159
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
Total participants, beginning-of-year	2018-01-01	85
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	0
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	0
Total of all active and inactive participants	2018-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	0
2017: FIDUCIARY COUNSELLING, INC. PENSION PLAN 2017 401k membership
Market value of plan assets	2017-12-31	19,991,452
Acturial value of plan assets	2017-12-31	19,991,452
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	10,512,240
Number of terminated vested participants	2017-12-31	36
Fundng target for terminated vested participants	2017-12-31	2,038,503
Active participant vested funding target	2017-12-31	3,909,185
Number of active participants	2017-12-31	32
Total funding liabilities for active participants	2017-12-31	4,094,197
Total participant count	2017-12-31	106
Total funding target for all participants	2017-12-31	16,644,940
Balance at beginning of prior year after applicable adjustments	2017-12-31	489,274
Prefunding balance at beginning of prior year after applicable adjustments	2017-12-31	1,753,002
Carryover balanced portion elected for use to offset prior years funding requirement	2017-12-31	0
Prefunding balanced used to offset prior years funding requirement	2017-12-31	0
Amount remaining of carryover balance	2017-12-31	489,274
Amount remaining of prefunding balance	2017-12-31	1,753,002
Present value of excess contributions	2017-12-31	519,129
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	550,952
Balance of carryovers at beginning of current year	2017-12-31	530,177
Balance of prefunding at beginning of current year	2017-12-31	1,899,553
Total employer contributions	2017-12-31	1,674,258
Total employee contributions	2017-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2017-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2017-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-12-31	1,523,224
Unpaid minimum required contributions for all prior years	2017-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2017-12-31	0
Remaining amount of unpaid minimum required contributions	2017-12-31	0
Minimum required contributions for current year target normal cost	2017-12-31	45,700
Net shortfall amortization installment of oustanding balance	2017-12-31	0
Waiver amortization installment	2017-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	0
Additional cash requirement	2017-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	1,523,224
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
Total participants, beginning-of-year	2017-01-01	106
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	30
Number of retired or separated participants receiving benefits	2017-01-01	39
Number of other retired or separated participants entitled to future benefits	2017-01-01	16
Total of all active and inactive participants	2017-01-01	85
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	1
Total participants	2017-01-01	86
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: FIDUCIARY COUNSELLING, INC. PENSION PLAN 2016 401k membership
Market value of plan assets	2016-12-31	18,826,328
Acturial value of plan assets	2016-12-31	18,826,328
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	9,011,146
Number of terminated vested participants	2016-12-31	35
Fundng target for terminated vested participants	2016-12-31	1,939,453
Active participant vested funding target	2016-12-31	4,844,495
Number of active participants	2016-12-31	36
Total funding liabilities for active participants	2016-12-31	5,021,609
Total participant count	2016-12-31	109
Total funding target for all participants	2016-12-31	15,972,208
Balance at beginning of prior year after applicable adjustments	2016-12-31	516,548
Prefunding balance at beginning of prior year after applicable adjustments	2016-12-31	1,850,720
Carryover balanced portion elected for use to offset prior years funding requirement	2016-12-31	0
Prefunding balanced used to offset prior years funding requirement	2016-12-31	0
Amount remaining of carryover balance	2016-12-31	516,548
Amount remaining of prefunding balance	2016-12-31	1,850,720
Present value of excess contributions	2016-12-31	1,571,520
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	1,670,840
Balance of carryovers at beginning of current year	2016-12-31	489,274
Balance of prefunding at beginning of current year	2016-12-31	1,753,002
Total employer contributions	2016-12-31	563,210
Total employee contributions	2016-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2016-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2016-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2016-12-31	519,129
Unpaid minimum required contributions for all prior years	2016-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2016-12-31	0
Remaining amount of unpaid minimum required contributions	2016-12-31	0
Minimum required contributions for current year target normal cost	2016-12-31	51,700
Net shortfall amortization installment of oustanding balance	2016-12-31	0
Waiver amortization installment	2016-12-31	0
Waived amount of outstanding balance	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	0
Carryover balance elected to use to offset funding requirement	2016-12-31	0
Prefunding balance elected to use to offset funding requirement	2016-12-31	0
Additional cash requirement	2016-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	519,129
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0
Total participants, beginning-of-year	2016-01-01	109
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	32
Number of retired or separated participants receiving benefits	2016-01-01	37
Number of other retired or separated participants entitled to future benefits	2016-01-01	36
Total of all active and inactive participants	2016-01-01	105
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	1
Total participants	2016-01-01	106
2015: FIDUCIARY COUNSELLING, INC. PENSION PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	109
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	36
Number of retired or separated participants receiving benefits	2015-01-01	37
Number of other retired or separated participants entitled to future benefits	2015-01-01	35
Total of all active and inactive participants	2015-01-01	108
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	1
Total participants	2015-01-01	109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: FIDUCIARY COUNSELLING, INC. PENSION PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	107
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	41
Number of retired or separated participants receiving benefits	2014-01-01	31
Number of other retired or separated participants entitled to future benefits	2014-01-01	35
Total of all active and inactive participants	2014-01-01	107
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	1
Total participants	2014-01-01	108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: FIDUCIARY COUNSELLING, INC. PENSION PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	111
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	45
Number of retired or separated participants receiving benefits	2013-01-01	29
Number of other retired or separated participants entitled to future benefits	2013-01-01	33
Total of all active and inactive participants	2013-01-01	107
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	1
Total participants	2013-01-01	108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	3
2012: FIDUCIARY COUNSELLING, INC. PENSION PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	111
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	46
Number of retired or separated participants receiving benefits	2012-01-01	30
Number of other retired or separated participants entitled to future benefits	2012-01-01	34
Total of all active and inactive participants	2012-01-01	110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	1
Total participants	2012-01-01	111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: FIDUCIARY COUNSELLING, INC. PENSION PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	102
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	49
Number of retired or separated participants receiving benefits	2011-01-01	30
Number of other retired or separated participants entitled to future benefits	2011-01-01	29
Total of all active and inactive participants	2011-01-01	108
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	1
Total participants	2011-01-01	109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: FIDUCIARY COUNSELLING, INC. PENSION PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	115
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	60
Number of retired or separated participants receiving benefits	2009-01-01	32
Number of other retired or separated participants entitled to future benefits	2009-01-01	26
Total of all active and inactive participants	2009-01-01	118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	4

Financial Data on FIDUCIARY COUNSELLING, INC. PENSION PLAN

Measure	Date	Value
2018 : FIDUCIARY COUNSELLING, INC. PENSION PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$1,372,508
Expenses. Total of all expenses incurred	2018-12-31	$21,553,489
Benefits paid (including direct rollovers)	2018-12-31	$21,178,582
Total plan assets at end of year	2018-12-31	$0
Total plan assets at beginning of year	2018-12-31	$20,180,981
Value of fidelity bond covering the plan	2018-12-31	$5,000,000
Expenses. Other expenses not covered elsewhere	2018-12-31	$38
Other income received	2018-12-31	$-440,406
Net income (gross income less expenses)	2018-12-31	$-20,180,981
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$20,180,981
Assets. Value of assets in partnership/joint-venture interests	2018-12-31	$0
Total contributions received or receivable from employer(s)	2018-12-31	$1,812,914
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$374,869
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
2017 : FIDUCIARY COUNSELLING, INC. PENSION PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$2,993,820
Expenses. Total of all expenses incurred	2017-12-31	$2,816,549
Benefits paid (including direct rollovers)	2017-12-31	$2,769,103
Total plan assets at end of year	2017-12-31	$20,180,981
Total plan assets at beginning of year	2017-12-31	$20,003,710
Value of fidelity bond covering the plan	2017-12-31	$5,000,000
Other income received	2017-12-31	$2,993,820
Net income (gross income less expenses)	2017-12-31	$177,271
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$20,180,981
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$20,003,710
Assets. Value of assets in partnership/joint-venture interests	2017-12-31	$2,092,266
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$47,446
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : FIDUCIARY COUNSELLING, INC. PENSION PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$2,049,437
Expenses. Total of all expenses incurred	2016-12-31	$911,685
Benefits paid (including direct rollovers)	2016-12-31	$865,995
Total plan assets at end of year	2016-12-31	$20,003,710
Total plan assets at beginning of year	2016-12-31	$18,865,958
Value of fidelity bond covering the plan	2016-12-31	$5,000,000
Other income received	2016-12-31	$1,486,227
Net income (gross income less expenses)	2016-12-31	$1,137,752
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$20,003,710
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$18,865,958
Assets. Value of assets in partnership/joint-venture interests	2016-12-31	$2,017,727
Total contributions received or receivable from employer(s)	2016-12-31	$563,210
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$45,690
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : FIDUCIARY COUNSELLING, INC. PENSION PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$733,021
Expenses. Total of all expenses incurred	2015-12-31	$905,331
Benefits paid (including direct rollovers)	2015-12-31	$853,643
Total plan assets at end of year	2015-12-31	$18,865,958
Total plan assets at beginning of year	2015-12-31	$19,038,268
Value of fidelity bond covering the plan	2015-12-31	$5,000,000
Other income received	2015-12-31	$-977,449
Net income (gross income less expenses)	2015-12-31	$-172,310
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$18,865,958
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$19,038,268
Assets. Value of assets in partnership/joint-venture interests	2015-12-31	$2,304,009
Total contributions received or receivable from employer(s)	2015-12-31	$1,710,470
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$51,688
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : FIDUCIARY COUNSELLING, INC. PENSION PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$534,570
Expenses. Total of all expenses incurred	2014-12-31	$841,799
Benefits paid (including direct rollovers)	2014-12-31	$793,713
Total plan assets at end of year	2014-12-31	$19,038,268
Total plan assets at beginning of year	2014-12-31	$19,345,497
Value of fidelity bond covering the plan	2014-12-31	$5,000,000
Other income received	2014-12-31	$534,570
Net income (gross income less expenses)	2014-12-31	$-307,229
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$19,038,268
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$19,345,497
Assets. Value of assets in partnership/joint-venture interests	2014-12-31	$2,633,445
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$48,086
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : FIDUCIARY COUNSELLING, INC. PENSION PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$2,064,067
Expenses. Total of all expenses incurred	2013-12-31	$826,228
Benefits paid (including direct rollovers)	2013-12-31	$778,105
Total plan assets at end of year	2013-12-31	$19,345,497
Total plan assets at beginning of year	2013-12-31	$18,107,658
Value of fidelity bond covering the plan	2013-12-31	$5,000,000
Other income received	2013-12-31	$2,064,067
Net income (gross income less expenses)	2013-12-31	$1,237,839
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$19,345,497
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$18,107,658
Assets. Value of assets in partnership/joint-venture interests	2013-12-31	$2,783,465
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$48,123
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : FIDUCIARY COUNSELLING, INC. PENSION PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$2,708,099
Expenses. Total of all expenses incurred	2012-12-31	$907,424
Benefits paid (including direct rollovers)	2012-12-31	$833,209
Total plan assets at end of year	2012-12-31	$18,107,658
Total plan assets at beginning of year	2012-12-31	$16,306,983
Value of fidelity bond covering the plan	2012-12-31	$5,000,000
Other income received	2012-12-31	$2,708,099
Net income (gross income less expenses)	2012-12-31	$1,800,675
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$18,107,658
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$16,306,983
Assets. Value of assets in partnership/joint-venture interests	2012-12-31	$2,352,201
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$74,215
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : FIDUCIARY COUNSELLING, INC. PENSION PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$-365,484
Expenses. Total of all expenses incurred	2011-12-31	$894,521
Benefits paid (including direct rollovers)	2011-12-31	$838,914
Total plan assets at end of year	2011-12-31	$16,306,983
Total plan assets at beginning of year	2011-12-31	$17,421,781
Value of fidelity bond covering the plan	2011-12-31	$5,000,000
Other income received	2011-12-31	$-365,484
Net income (gross income less expenses)	2011-12-31	$-1,260,005
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$16,306,983
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$17,421,781
Assets. Value of assets in partnership/joint-venture interests	2011-12-31	$2,314,252
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$55,607
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : FIDUCIARY COUNSELLING, INC. PENSION PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$2,352,305
Expenses. Total of all expenses incurred	2010-12-31	$793,063
Benefits paid (including direct rollovers)	2010-12-31	$747,501
Total plan assets at end of year	2010-12-31	$17,421,781
Total plan assets at beginning of year	2010-12-31	$15,862,539
Value of fidelity bond covering the plan	2010-12-31	$5,000,000
Other income received	2010-12-31	$2,352,305
Net income (gross income less expenses)	2010-12-31	$1,559,242
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$17,421,781
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$15,862,539
Assets. Value of assets in partnership/joint-venture interests	2010-12-31	$2,165,807
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$45,562
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : FIDUCIARY COUNSELLING, INC. PENSION PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for FIDUCIARY COUNSELLING, INC. PENSION PLAN

2018: FIDUCIARY COUNSELLING, INC. PENSION PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	Yes
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: FIDUCIARY COUNSELLING, INC. PENSION PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: FIDUCIARY COUNSELLING, INC. PENSION PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: FIDUCIARY COUNSELLING, INC. PENSION PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: FIDUCIARY COUNSELLING, INC. PENSION PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: FIDUCIARY COUNSELLING, INC. PENSION PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: FIDUCIARY COUNSELLING, INC. PENSION PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: FIDUCIARY COUNSELLING, INC. PENSION PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: FIDUCIARY COUNSELLING, INC. PENSION PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )

Policy contract number

1686

Policy instance

Insurance contract or identification number	1686
Number of Individuals Covered	46
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 number

1686

Policy instance

Insurance contract or identification number	1686
Number of Individuals Covered	47
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 number

1686

Policy instance

Insurance contract or identification number	1686
Number of Individuals Covered	47
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 number

1686

Policy instance

Insurance contract or identification number	1686
Number of Individuals Covered	48
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 number

1686

Policy instance

Insurance contract or identification number	1686
Number of Individuals Covered	46
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 number

1686

Policy instance

Insurance contract or identification number	1686
Number of Individuals Covered	47
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 number

1686

Policy instance

Insurance contract or identification number	1686
Number of Individuals Covered	109
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 number

1686

Policy instance

Insurance contract or identification number	1686
Number of Individuals Covered	118
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

Potentially related plans

FIDUCIARY COUNSELLING, INC. DEFINED CONTRIBUTION RETIREMENT PLAN [EIN = 410445819]

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Company Name:	FIDUCIARY COUNSELLING, INC.
Employer identification number (EIN):	411277823
NAIC Classification:	541219
NAIC Description:	Other Accounting Services