RENAISSANCE LIFE & HEALTH INSURANCE COMPANY OF AMERICA has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan RENAISSANCE LIFE & HEALTH INSURANCE COMPANY OF AMERICA 401(K) PLAN
401k plan membership statisitcs for RENAISSANCE LIFE & HEALTH INSURANCE COMPANY OF AMERICA 401(K) PLAN
| Measure | Date | Value |
|---|
| 2023 : RENAISSANCE LIFE & HEALTH INSURANCE COMPANY OF AMERICA 401(K) PLAN 2023 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2023-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $0 |
| Total income from all sources (including contributions) | 2023-12-31 | $5,948,239 |
| Total loss/gain on sale of assets | 2023-12-31 | $0 |
| Total of all expenses incurred | 2023-12-31 | $1,296,556 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-12-31 | $1,283,841 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-12-31 | $3,656,253 |
| Value of total assets at end of year | 2023-12-31 | $16,439,210 |
| Value of total assets at beginning of year | 2023-12-31 | $11,787,527 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-12-31 | $12,715 |
| Total interest from all sources | 2023-12-31 | $9,835 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-12-31 | $444,892 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2023-12-31 | $444,892 |
| Was this plan covered by a fidelity bond | 2023-12-31 | Yes |
| Value of fidelity bond cover | 2023-12-31 | $10,000,000 |
| If this is an individual account plan, was there a blackout period | 2023-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-12-31 | No |
| Contributions received from participants | 2023-12-31 | $1,425,643 |
| Participant contributions at end of year | 2023-12-31 | $0 |
| Participant contributions at beginning of year | 2023-12-31 | $39,468 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2023-12-31 | $1,251,154 |
| Assets. Loans (other than to participants) at end of year | 2023-12-31 | $194,364 |
| Assets. Loans (other than to participants) at beginning of year | 2023-12-31 | $166,127 |
| Total non interest bearing cash at end of year | 2023-12-31 | $74,975 |
| Total non interest bearing cash at beginning of year | 2023-12-31 | $142 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
| Value of net income/loss | 2023-12-31 | $4,651,683 |
| Value of net assets at end of year (total assets less liabilities) | 2023-12-31 | $16,439,210 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-12-31 | $11,787,527 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-12-31 | $15,729,660 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-12-31 | $11,191,314 |
| Value of interest in pooled separate accounts at end of year | 2023-12-31 | $401,764 |
| Value of interest in pooled separate accounts at beginning of year | 2023-12-31 | $317,578 |
| Interest on participant loans | 2023-12-31 | $9,835 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-12-31 | $1,837,259 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2023-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2023-12-31 | No |
| Contributions received in cash from employer | 2023-12-31 | $979,456 |
| Employer contributions (assets) at end of year | 2023-12-31 | $38,447 |
| Employer contributions (assets) at beginning of year | 2023-12-31 | $72,898 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-12-31 | $1,283,841 |
| Did the plan have assets held for investment | 2023-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2023-12-31 | Unqualified |
| Accountancy firm name | 2023-12-31 | PLANTE & MORAN, PLLC |
| Accountancy firm EIN | 2023-12-31 | 381357951 |
| 2022 : RENAISSANCE LIFE & HEALTH INSURANCE COMPANY OF AMERICA 401(K) PLAN 2022 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
| Total income from all sources (including contributions) | 2022-12-31 | $-191,984 |
| Total loss/gain on sale of assets | 2022-12-31 | $0 |
| Total of all expenses incurred | 2022-12-31 | $1,818,215 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $1,807,365 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $2,214,139 |
| Value of total assets at end of year | 2022-12-31 | $11,787,527 |
| Value of total assets at beginning of year | 2022-12-31 | $13,797,726 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $10,850 |
| Total interest from all sources | 2022-12-31 | $7,086 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $282,237 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $282,237 |
| Administrative expenses professional fees incurred | 2022-12-31 | $10,850 |
| Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
| Value of fidelity bond cover | 2022-12-31 | $10,000,000 |
| If this is an individual account plan, was there a blackout period | 2022-12-31 | Yes |
| Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
| Contributions received from participants | 2022-12-31 | $1,290,836 |
| Participant contributions at end of year | 2022-12-31 | $39,468 |
| Participant contributions at beginning of year | 2022-12-31 | $0 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $58,249 |
| Assets. Loans (other than to participants) at end of year | 2022-12-31 | $166,127 |
| Assets. Loans (other than to participants) at beginning of year | 2022-12-31 | $218,713 |
| Total non interest bearing cash at end of year | 2022-12-31 | $142 |
| Total non interest bearing cash at beginning of year | 2022-12-31 | $100 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Value of net income/loss | 2022-12-31 | $-2,010,199 |
| Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $11,787,527 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $13,797,726 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $11,191,314 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $13,510,591 |
| Value of interest in pooled separate accounts at end of year | 2022-12-31 | $317,578 |
| Value of interest in pooled separate accounts at beginning of year | 2022-12-31 | $0 |
| Interest on participant loans | 2022-12-31 | $7,085 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-12-31 | $0 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-12-31 | $26,856 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-12-31 | $26,856 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-12-31 | $1 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-2,695,446 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
| Contributions received in cash from employer | 2022-12-31 | $865,054 |
| Employer contributions (assets) at end of year | 2022-12-31 | $72,898 |
| Employer contributions (assets) at beginning of year | 2022-12-31 | $41,466 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $1,807,365 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2022-12-31 | Yes |
| Did the plan have assets held for investment | 2022-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
| Accountancy firm name | 2022-12-31 | PLANTE & MORAN, PLLC |
| Accountancy firm EIN | 2022-12-31 | 381357951 |
| 2021 : RENAISSANCE LIFE & HEALTH INSURANCE COMPANY OF AMERICA 401(K) PLAN 2021 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
| Total income from all sources (including contributions) | 2021-12-31 | $3,911,434 |
| Total loss/gain on sale of assets | 2021-12-31 | $0 |
| Total of all expenses incurred | 2021-12-31 | $650,539 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $609,858 |
| Expenses. Certain deemed distributions of participant loans | 2021-12-31 | $31,783 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $2,209,663 |
| Value of total assets at end of year | 2021-12-31 | $13,797,726 |
| Value of total assets at beginning of year | 2021-12-31 | $10,536,831 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $8,898 |
| Total interest from all sources | 2021-12-31 | $9,867 |
| Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $339,292 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $339,292 |
| Administrative expenses professional fees incurred | 2021-12-31 | $8,898 |
| Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
| Value of fidelity bond cover | 2021-12-31 | $10,000,000 |
| If this is an individual account plan, was there a blackout period | 2021-12-31 | Yes |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
| Contributions received from participants | 2021-12-31 | $1,171,043 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $269,347 |
| Assets. Loans (other than to participants) at end of year | 2021-12-31 | $218,713 |
| Assets. Loans (other than to participants) at beginning of year | 2021-12-31 | $230,294 |
| Total non interest bearing cash at end of year | 2021-12-31 | $100 |
| Total non interest bearing cash at beginning of year | 2021-12-31 | $64,423 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Value of net income/loss | 2021-12-31 | $3,260,895 |
| Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $13,797,726 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $10,536,831 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $13,510,591 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $10,103,485 |
| Interest on participant loans | 2021-12-31 | $9,803 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-12-31 | $26,856 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-12-31 | $138,629 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-12-31 | $138,629 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2021-12-31 | $64 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $1,352,612 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
| Contributions received in cash from employer | 2021-12-31 | $769,273 |
| Employer contributions (assets) at end of year | 2021-12-31 | $41,466 |
| Employer contributions (assets) at beginning of year | 2021-12-31 | $0 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $609,858 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2021-12-31 | Yes |
| Did the plan have assets held for investment | 2021-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
| Accountancy firm name | 2021-12-31 | PLANTE & MORAN, PLLC |
| Accountancy firm EIN | 2021-12-31 | 381357951 |
| 2020 : RENAISSANCE LIFE & HEALTH INSURANCE COMPANY OF AMERICA 401(K) PLAN 2020 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
| Total transfer of assets to this plan | 2020-12-31 | $7,802,376 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
| Total income from all sources (including contributions) | 2020-12-31 | $3,322,391 |
| Total loss/gain on sale of assets | 2020-12-31 | $0 |
| Total of all expenses incurred | 2020-12-31 | $587,936 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $545,881 |
| Expenses. Certain deemed distributions of participant loans | 2020-12-31 | $36,081 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $1,498,037 |
| Value of total assets at end of year | 2020-12-31 | $10,536,831 |
| Value of total assets at beginning of year | 2020-12-31 | $0 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $5,974 |
| Total interest from all sources | 2020-12-31 | $9,965 |
| Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $232,903 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $232,903 |
| Administrative expenses professional fees incurred | 2020-12-31 | $5,974 |
| Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
| Value of fidelity bond cover | 2020-12-31 | $10,000,000 |
| If this is an individual account plan, was there a blackout period | 2020-12-31 | Yes |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
| Contributions received from participants | 2020-12-31 | $917,359 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $8,812 |
| Assets. Loans (other than to participants) at end of year | 2020-12-31 | $230,294 |
| Assets. Loans (other than to participants) at beginning of year | 2020-12-31 | $0 |
| Total non interest bearing cash at end of year | 2020-12-31 | $64,423 |
| Total non interest bearing cash at beginning of year | 2020-12-31 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Value of net income/loss | 2020-12-31 | $2,734,455 |
| Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $10,536,831 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $0 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $10,103,485 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $0 |
| Interest on participant loans | 2020-12-31 | $9,845 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-12-31 | $138,629 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-12-31 | $0 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-12-31 | $0 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-12-31 | $120 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $1,581,486 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
| Contributions received in cash from employer | 2020-12-31 | $571,866 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $545,881 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2020-12-31 | Yes |
| Did the plan have assets held for investment | 2020-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
| Accountancy firm name | 2020-12-31 | PLANTE & MORAN, PLLC |
| Accountancy firm EIN | 2020-12-31 | 381357951 |
