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AETNA 401(K) MASTER TRUST 401k Plan overview

Plan NameAETNA 401(K) MASTER TRUST
Plan identification number 001

AETNA 401(K) MASTER TRUST Benefits

No plan benefit data available

401k Sponsoring company profile

AETNA INC. has sponsored the creation of one or more 401k plans.

Company Name:AETNA INC.
Employer identification number (EIN):471072807
NAIC Classification:524140

Form 5500 Filing Information

Submission information for form 5500 for 401k plan AETNA 401(K) MASTER TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012020-01-01
0012019-01-01
0012018-01-01
0012018-01-01
0012017-01-01KAY MOONEY
0012016-01-012017-10-05
0012015-01-012016-09-22
0012014-01-012015-09-24
0012013-01-01KAY MOONEY

Plan Statistics for AETNA 401(K) MASTER TRUST

401k plan membership statisitcs for AETNA 401(K) MASTER TRUST

Measure Date Value
2016: AETNA 401(K) MASTER TRUST 2016 401k membership
Total of all active and inactive participants2016-01-010
2015: AETNA 401(K) MASTER TRUST 2015 401k membership
Total of all active and inactive participants2015-01-010

Financial Data on AETNA 401(K) MASTER TRUST

Measure Date Value
2020 : AETNA 401(K) MASTER TRUST 2020 401k financial data
Total transfer of assets from this plan2020-06-30$9,192,082,279
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$24,065,642
Total income from all sources (including contributions)2020-06-30$306,951
Value of total assets at end of year2020-06-30$0
Value of total assets at beginning of year2020-06-30$9,215,840,970
Total interest from all sources2020-06-30$11,536
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Assets. Other investments not covered elsewhere at beginning of year2020-06-30$42,154,600
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-06-30$164,227,309
Other income not declared elsewhere2020-06-30$295,415
Liabilities. Value of operating payables at end of year2020-06-30$0
Liabilities. Value of operating payables at beginning of year2020-06-30$24,065,642
Value of net income/loss2020-06-30$306,951
Value of net assets at end of year (total assets less liabilities)2020-06-30$0
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$9,191,775,328
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Value of interest in common/collective trusts at end of year2020-06-30$0
Value of interest in common/collective trusts at beginning of year2020-06-30$8,199,611,402
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-06-30$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-06-30$51,413,079
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-06-30$51,413,079
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-06-30$11,536
Asset value of US Government securities at end of year2020-06-30$0
Asset value of US Government securities at beginning of year2020-06-30$23,914,232
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30No
Assets. Invements in employer securities at end of year2020-06-30$0
Assets. Invements in employer securities at beginning of year2020-06-30$439,513,235
Asset. Corporate debt instrument debt (other) at end of year2020-06-30$0
Asset. Corporate debt instrument debt (other) at beginning of year2020-06-30$295,007,113
Did the plan have assets held for investment2020-06-30No
2019 : AETNA 401(K) MASTER TRUST 2019 401k financial data
Total transfer of assets to this plan2019-12-31$637,291,717
Total transfer of assets from this plan2019-12-31$772,387,019
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$24,065,642
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$33,485,466
Total income from all sources (including contributions)2019-12-31$1,446,165,471
Total loss/gain on sale of assets2019-12-31$-4,163,527
Total of all expenses incurred2019-12-31$6,734,704
Value of total assets at end of year2019-12-31$9,215,840,970
Value of total assets at beginning of year2019-12-31$7,920,925,329
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$6,734,704
Total interest from all sources2019-12-31$4,727,838
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$11,724,863
Administrative expenses professional fees incurred2019-12-31$606,195
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Assets. Other investments not covered elsewhere at end of year2019-12-31$42,154,600
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$44,076,137
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$164,227,309
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$213,928,742
Other income not declared elsewhere2019-12-31$-25,544,641
Administrative expenses (other) incurred2019-12-31$4,280,261
Liabilities. Value of operating payables at end of year2019-12-31$24,065,642
Liabilities. Value of operating payables at beginning of year2019-12-31$33,485,466
Value of net income/loss2019-12-31$1,439,430,767
Value of net assets at end of year (total assets less liabilities)2019-12-31$9,191,775,328
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$7,887,439,863
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$1,848,248
Income. Interest from corporate debt instruments2019-12-31$9,259,886
Value of interest in common/collective trusts at end of year2019-12-31$8,199,611,402
Value of interest in common/collective trusts at beginning of year2019-12-31$6,937,506,208
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$51,413,079
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$108,746,150
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$108,746,150
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$-4,532,048
Asset value of US Government securities at end of year2019-12-31$23,914,232
Asset value of US Government securities at beginning of year2019-12-31$36,216,879
Net investment gain or loss from common/collective trusts2019-12-31$1,459,420,938
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Assets. Invements in employer securities at end of year2019-12-31$439,513,235
Assets. Invements in employer securities at beginning of year2019-12-31$347,428,383
Income. Dividends from common stock2019-12-31$11,724,863
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$295,007,113
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$233,022,830
Did the plan have assets held for investment2019-12-31Yes
Aggregate proceeds on sale of assets2019-12-31$78,832,329
Aggregate carrying amount (costs) on sale of assets2019-12-31$82,995,856
2018 : AETNA 401(K) MASTER TRUST 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-936,773,900
Total unrealized appreciation/depreciation of assets2018-12-31$-936,773,900
Total transfer of assets to this plan2018-12-31$610,553,238
Total transfer of assets from this plan2018-12-31$850,888,199
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$33,485,466
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$30,508,500
Total income from all sources (including contributions)2018-12-31$-261,214,757
Total loss/gain on sale of assets2018-12-31$1,130,383,843
Total of all expenses incurred2018-12-31$8,934,578
Value of total assets at end of year2018-12-31$7,920,925,329
Value of total assets at beginning of year2018-12-31$8,428,432,659
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$8,934,578
Total interest from all sources2018-12-31$11,997,032
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$12,276,507
Administrative expenses professional fees incurred2018-12-31$635,906
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Assets. Other investments not covered elsewhere at end of year2018-12-31$44,076,137
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$42,716,133
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$213,928,742
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$14,419,393
Other income not declared elsewhere2018-12-31$-2,579,755
Liabilities. Value of operating payables at end of year2018-12-31$33,485,466
Liabilities. Value of operating payables at beginning of year2018-12-31$30,508,500
Value of net income/loss2018-12-31$-270,149,335
Value of net assets at end of year (total assets less liabilities)2018-12-31$7,887,439,863
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$8,397,924,159
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$4,073,207
Value of interest in pooled separate accounts at end of year2018-12-31$0
Value of interest in pooled separate accounts at beginning of year2018-12-31$253,282,723
Income. Interest from corporate debt instruments2018-12-31$8,905,569
Value of interest in common/collective trusts at end of year2018-12-31$6,937,506,208
Value of interest in common/collective trusts at beginning of year2018-12-31$6,624,060,388
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$108,746,150
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$49,487,960
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$49,487,960
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$3,091,463
Asset value of US Government securities at end of year2018-12-31$36,216,879
Asset value of US Government securities at beginning of year2018-12-31$62,640,816
Net investment gain/loss from pooled separate accounts2018-12-31$3,784,454
Net investment gain or loss from common/collective trusts2018-12-31$-480,302,938
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Assets. Invements in employer securities at end of year2018-12-31$347,428,383
Assets. Invements in employer securities at beginning of year2018-12-31$1,144,635,702
Income. Dividends from common stock2018-12-31$12,276,507
Asset. Corporate debt instrument debt (other) at end of year2018-12-31$233,022,830
Asset. Corporate debt instrument debt (other) at beginning of year2018-12-31$237,189,544
Contract administrator fees2018-12-31$4,225,465
Did the plan have assets held for investment2018-12-31Yes
Aggregate proceeds on sale of assets2018-12-31$1,455,226,249
Aggregate carrying amount (costs) on sale of assets2018-12-31$324,842,406
2017 : AETNA 401(K) MASTER TRUST 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$299,329,635
Total unrealized appreciation/depreciation of assets2017-12-31$299,329,635
Total transfer of assets to this plan2017-12-31$622,014,456
Total transfer of assets from this plan2017-12-31$824,607,922
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$30,508,500
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$22,395,606
Total income from all sources (including contributions)2017-12-31$1,284,082,125
Total loss/gain on sale of assets2017-12-31$71,226,919
Total of all expenses incurred2017-12-31$9,236,217
Value of total assets at end of year2017-12-31$8,428,432,659
Value of total assets at beginning of year2017-12-31$7,348,067,323
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$9,236,217
Total interest from all sources2017-12-31$8,849,955
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$11,613,493
Administrative expenses professional fees incurred2017-12-31$819,810
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Assets. Other investments not covered elsewhere at end of year2017-12-31$42,716,133
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$36,537,972
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$14,419,393
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$5,222,085
Other income not declared elsewhere2017-12-31$4,519,869
Liabilities. Value of operating payables at end of year2017-12-31$30,508,500
Liabilities. Value of operating payables at beginning of year2017-12-31$22,395,606
Value of net income/loss2017-12-31$1,274,845,908
Value of net assets at end of year (total assets less liabilities)2017-12-31$8,397,924,159
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$7,325,671,717
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$4,013,797
Value of interest in pooled separate accounts at end of year2017-12-31$253,282,723
Value of interest in pooled separate accounts at beginning of year2017-12-31$254,335,225
Income. Interest from corporate debt instruments2017-12-31$8,658,090
Value of interest in common/collective trusts at end of year2017-12-31$6,624,060,388
Value of interest in common/collective trusts at beginning of year2017-12-31$5,788,193,988
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$49,487,960
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$112,483,416
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$112,483,416
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$191,865
Asset value of US Government securities at end of year2017-12-31$62,640,816
Asset value of US Government securities at beginning of year2017-12-31$43,150,158
Net investment gain/loss from pooled separate accounts2017-12-31$4,213,620
Net investment gain or loss from common/collective trusts2017-12-31$884,328,634
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Assets. Invements in employer securities at end of year2017-12-31$1,144,635,702
Assets. Invements in employer securities at beginning of year2017-12-31$866,271,483
Income. Dividends from common stock2017-12-31$11,613,493
Asset. Corporate debt instrument debt (other) at end of year2017-12-31$237,189,544
Asset. Corporate debt instrument debt (other) at beginning of year2017-12-31$241,872,996
Contract administrator fees2017-12-31$4,402,610
Did the plan have assets held for investment2017-12-31Yes
Aggregate proceeds on sale of assets2017-12-31$92,198,722
Aggregate carrying amount (costs) on sale of assets2017-12-31$20,971,803
2016 : AETNA 401(K) MASTER TRUST 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$51,293,734
Total unrealized appreciation/depreciation of assets2016-12-31$51,293,734
Total transfer of assets to this plan2016-12-31$602,416,940
Total transfer of assets from this plan2016-12-31$552,596,807
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$22,395,606
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$30,588,932
Total income from all sources (including contributions)2016-12-31$621,090,288
Total loss/gain on sale of assets2016-12-31$65,930,317
Total of all expenses incurred2016-12-31$7,775,694
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$0
Value of total assets at end of year2016-12-31$7,348,067,323
Value of total assets at beginning of year2016-12-31$6,693,125,922
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$7,775,694
Total interest from all sources2016-12-31$6,291,896
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$7,529,193
Administrative expenses professional fees incurred2016-12-31$103,000
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Assets. Other investments not covered elsewhere at end of year2016-12-31$36,537,972
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$32,470,468
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$5,222,085
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$9,135,858
Other income not declared elsewhere2016-12-31$4,754,420
Administrative expenses (other) incurred2016-12-31$3,438,706
Liabilities. Value of operating payables at end of year2016-12-31$22,395,606
Liabilities. Value of operating payables at beginning of year2016-12-31$30,588,932
Value of net income/loss2016-12-31$613,314,594
Value of net assets at end of year (total assets less liabilities)2016-12-31$7,325,671,717
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$6,662,536,990
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$4,233,988
Value of interest in pooled separate accounts at end of year2016-12-31$254,335,225
Value of interest in pooled separate accounts at beginning of year2016-12-31$251,319,910
Income. Interest from corporate debt instruments2016-12-31$7,951,496
Value of interest in common/collective trusts at end of year2016-12-31$5,788,193,988
Value of interest in common/collective trusts at beginning of year2016-12-31$5,144,844,469
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$112,483,416
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$155,887,750
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$155,887,750
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$-1,659,600
Asset value of US Government securities at end of year2016-12-31$43,150,158
Asset value of US Government securities at beginning of year2016-12-31$49,227,614
Net investment gain/loss from pooled separate accounts2016-12-31$3,947,223
Net investment gain or loss from common/collective trusts2016-12-31$481,343,505
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Assets. Invements in employer securities at end of year2016-12-31$866,271,483
Assets. Invements in employer securities at beginning of year2016-12-31$840,929,789
Income. Dividends from common stock2016-12-31$7,529,193
Asset. Corporate debt instrument debt (other) at end of year2016-12-31$241,872,996
Asset. Corporate debt instrument debt (other) at beginning of year2016-12-31$209,310,064
Did the plan have assets held for investment2016-12-31Yes
Aggregate proceeds on sale of assets2016-12-31$91,882,358
Aggregate carrying amount (costs) on sale of assets2016-12-31$25,952,041
2015 : AETNA 401(K) MASTER TRUST 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$120,616,099
Total unrealized appreciation/depreciation of assets2015-12-31$120,616,099
Total transfer of assets to this plan2015-12-31$596,171,114
Total transfer of assets from this plan2015-12-31$517,595,983
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$30,588,932
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$78,513,181
Total income from all sources (including contributions)2015-12-31$152,541,901
Total loss/gain on sale of assets2015-12-31$40,307,330
Total of all expenses incurred2015-12-31$7,612,350
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$0
Value of total assets at end of year2015-12-31$6,693,125,922
Value of total assets at beginning of year2015-12-31$6,517,545,489
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$7,612,350
Total interest from all sources2015-12-31$8,375,325
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$8,085,083
Administrative expenses professional fees incurred2015-12-31$108,000
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Assets. Other investments not covered elsewhere at end of year2015-12-31$32,470,468
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$30,994,547
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$9,135,858
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$62,975,155
Other income not declared elsewhere2015-12-31$-1,626,125
Administrative expenses (other) incurred2015-12-31$158,516
Liabilities. Value of operating payables at end of year2015-12-31$30,588,932
Liabilities. Value of operating payables at beginning of year2015-12-31$78,513,181
Value of net income/loss2015-12-31$144,929,551
Value of net assets at end of year (total assets less liabilities)2015-12-31$6,662,536,990
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$6,439,032,308
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$3,903,848
Value of interest in pooled separate accounts at end of year2015-12-31$251,319,910
Value of interest in pooled separate accounts at beginning of year2015-12-31$257,211,128
Income. Interest from corporate debt instruments2015-12-31$8,363,472
Value of interest in common/collective trusts at end of year2015-12-31$5,144,844,469
Value of interest in common/collective trusts at beginning of year2015-12-31$5,137,056,829
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$155,887,750
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$65,555,124
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$65,555,124
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$11,853
Asset value of US Government securities at end of year2015-12-31$49,227,614
Asset value of US Government securities at beginning of year2015-12-31$46,896,380
Net investment gain/loss from pooled separate accounts2015-12-31$3,707,678
Net investment gain or loss from common/collective trusts2015-12-31$-26,923,489
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Assets. Invements in employer securities at end of year2015-12-31$840,929,789
Assets. Invements in employer securities at beginning of year2015-12-31$737,498,816
Income. Dividends from common stock2015-12-31$8,085,083
Asset. Corporate debt instrument debt (other) at end of year2015-12-31$209,310,064
Asset. Corporate debt instrument debt (other) at beginning of year2015-12-31$179,357,510
Contract administrator fees2015-12-31$3,441,986
Did the plan have assets held for investment2015-12-31Yes
Aggregate proceeds on sale of assets2015-12-31$57,492,456
Aggregate carrying amount (costs) on sale of assets2015-12-31$17,185,126
2014 : AETNA 401(K) MASTER TRUST 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$122,684,334
Total unrealized appreciation/depreciation of assets2014-12-31$122,684,334
Total transfer of assets to this plan2014-12-31$1,473,729,270
Total transfer of assets from this plan2014-12-31$458,447,554
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$78,513,181
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$45,747,705
Total income from all sources (including contributions)2014-12-31$405,890,142
Total loss/gain on sale of assets2014-12-31$32,727,317
Total of all expenses incurred2014-12-31$6,130,568
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$0
Value of total assets at end of year2014-12-31$6,517,545,489
Value of total assets at beginning of year2014-12-31$5,069,738,723
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$6,130,568
Total interest from all sources2014-12-31$7,940,958
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$6,833,020
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$6,833,020
Administrative expenses professional fees incurred2014-12-31$108,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Assets. Other investments not covered elsewhere at end of year2014-12-31$30,994,547
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$25,712,973
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$62,975,155
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$19,757,518
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$615,308
Other income not declared elsewhere2014-12-31$1,891,834
Administrative expenses (other) incurred2014-12-31$3,456,982
Liabilities. Value of operating payables at end of year2014-12-31$78,513,181
Liabilities. Value of operating payables at beginning of year2014-12-31$45,132,397
Value of net income/loss2014-12-31$399,759,574
Value of net assets at end of year (total assets less liabilities)2014-12-31$6,439,032,308
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$5,023,991,018
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$2,565,586
Value of interest in pooled separate accounts at end of year2014-12-31$257,211,128
Value of interest in pooled separate accounts at beginning of year2014-12-31$259,527,519
Income. Interest from corporate debt instruments2014-12-31$7,899,454
Value of interest in common/collective trusts at end of year2014-12-31$5,137,056,829
Value of interest in common/collective trusts at beginning of year2014-12-31$3,933,904,753
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$65,555,124
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$47,229,259
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$47,229,259
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$41,504
Asset value of US Government securities at end of year2014-12-31$46,896,380
Asset value of US Government securities at beginning of year2014-12-31$57,036,412
Net investment gain/loss from pooled separate accounts2014-12-31$3,384,169
Net investment gain or loss from common/collective trusts2014-12-31$230,428,510
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Assets. Invements in employer securities at end of year2014-12-31$737,498,816
Assets. Invements in employer securities at beginning of year2014-12-31$510,183,600
Asset. Corporate debt instrument preferred debt at beginning of year2014-12-31$740,858
Asset. Corporate debt instrument debt (other) at end of year2014-12-31$179,357,510
Asset. Corporate debt instrument debt (other) at beginning of year2014-12-31$215,645,831
Did the plan have assets held for investment2014-12-31Yes
Aggregate proceeds on sale of assets2014-12-31$49,372,303
Aggregate carrying amount (costs) on sale of assets2014-12-31$16,644,986
2013 : AETNA 401(K) MASTER TRUST 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$147,907,422
Total unrealized appreciation/depreciation of assets2013-12-31$147,907,422
Total transfer of assets to this plan2013-12-31$4,651,630,623
Total transfer of assets from this plan2013-12-31$306,933,794
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$45,747,705
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$684,939,509
Total loss/gain on sale of assets2013-12-31$25,413,697
Total of all expenses incurred2013-12-31$5,645,320
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$0
Value of total assets at end of year2013-12-31$5,069,738,723
Value of total assets at beginning of year2013-12-31$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$5,645,320
Total interest from all sources2013-12-31$8,852,313
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$6,549,116
Administrative expenses professional fees incurred2013-12-31$48,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Assets. Other investments not covered elsewhere at end of year2013-12-31$25,712,973
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$19,757,518
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$615,308
Other income not declared elsewhere2013-12-31$3,361,737
Administrative expenses (other) incurred2013-12-31$3,927,963
Liabilities. Value of operating payables at end of year2013-12-31$45,132,397
Value of net income/loss2013-12-31$679,294,189
Value of net assets at end of year (total assets less liabilities)2013-12-31$5,023,991,018
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$0
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$1,669,357
Value of interest in pooled separate accounts at end of year2013-12-31$259,527,519
Income. Interest from corporate debt instruments2013-12-31$8,851,029
Value of interest in common/collective trusts at end of year2013-12-31$3,933,904,753
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$47,229,259
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$1,284
Asset value of US Government securities at end of year2013-12-31$57,036,412
Net investment gain/loss from pooled separate accounts2013-12-31$108,970
Net investment gain or loss from common/collective trusts2013-12-31$492,746,254
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Assets. Invements in employer securities at end of year2013-12-31$510,183,600
Assets. Invements in employer securities at beginning of year2013-12-31$0
Income. Dividends from common stock2013-12-31$6,549,116
Asset. Corporate debt instrument preferred debt at end of year2013-12-31$740,858
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$215,645,831
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Did the plan have assets held for investment2013-12-31Yes
Aggregate proceeds on sale of assets2013-12-31$42,411,184
Aggregate carrying amount (costs) on sale of assets2013-12-31$16,997,487

Form 5500 Responses for AETNA 401(K) MASTER TRUST

2020: AETNA 401(K) MASTER TRUST 2020 form 5500 responses
2020-01-01Type of plan entityDFE (Diect Filing Entity)
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingYes
2020-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2020-01-01Plan is a collectively bargained planNo
2019: AETNA 401(K) MASTER TRUST 2019 form 5500 responses
2019-01-01Type of plan entityDFE (Diect Filing Entity)
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
2018: AETNA 401(K) MASTER TRUST 2018 form 5500 responses
2018-01-01Type of plan entityDFE (Diect Filing Entity)
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
2017: AETNA 401(K) MASTER TRUST 2017 form 5500 responses
2017-01-01Type of plan entityDFE (Diect Filing Entity)
2016: AETNA 401(K) MASTER TRUST 2016 form 5500 responses
2016-01-01Type of plan entityDFE (Diect Filing Entity)
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
2015: AETNA 401(K) MASTER TRUST 2015 form 5500 responses
2015-01-01Type of plan entityDFE (Diect Filing Entity)
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
2014: AETNA 401(K) MASTER TRUST 2014 form 5500 responses
2014-01-01Type of plan entityDFE (Diect Filing Entity)
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
2013: AETNA 401(K) MASTER TRUST 2013 form 5500 responses
2013-01-01Type of plan entityDFE (Diect Filing Entity)
2013-01-01First time form 5500 has been submittedYes
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

Insurance Providers Used on plan

RGA REINSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 93572 )
Policy contract numberRGA00060
Policy instance 6
Insurance contract or identification numberRGA00060
Number of Individuals Covered0
Insurance policy start date2020-01-01
Insurance policy end date2020-01-02
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberINV_AET_IP_1018
Policy instance 5
Insurance contract or identification numberINV_AET_IP_1018
Number of Individuals Covered0
Insurance policy start date2020-01-01
Insurance policy end date2020-01-02
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number60363
Policy instance 4
Insurance contract or identification number60363
Number of Individuals Covered0
Insurance policy start date2020-01-01
Insurance policy end date2020-01-02
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number62273
Policy instance 3
Insurance contract or identification number62273
Number of Individuals Covered0
Insurance policy start date2020-01-01
Insurance policy end date2020-01-02
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 )
Policy contract numberG-27330.01.001
Policy instance 1
Insurance contract or identification numberG-27330.01.001
Number of Individuals Covered0
Insurance policy start date2020-01-01
Insurance policy end date2020-01-02
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MONUMENTAL LIFE (National Association of Insurance Commissioners NAIC id number: 66281 )
Policy contract numberMDA-00728TR
Policy instance 2
Insurance contract or identification numberMDA-00728TR
Number of Individuals Covered0
Insurance policy start date2020-01-01
Insurance policy end date2020-01-02
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 )
Policy contract numberG-27330.01.001
Policy instance 3
Insurance contract or identification numberG-27330.01.001
Number of Individuals Covered0
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
RGA REINSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 93572 )
Policy contract numberRGA00060
Policy instance 2
Insurance contract or identification numberRGA00060
Number of Individuals Covered0
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberINV_AET_IP_1018
Policy instance 6
Insurance contract or identification numberINV_AET_IP_1018
Number of Individuals Covered0
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MONUMENTAL LIFE (National Association of Insurance Commissioners NAIC id number: 66281 )
Policy contract numberMDA-00728TR
Policy instance 5
Insurance contract or identification numberMDA-00728TR
Number of Individuals Covered0
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number60363
Policy instance 4
Insurance contract or identification number60363
Number of Individuals Covered0
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number62273
Policy instance 1
Insurance contract or identification number62273
Number of Individuals Covered0
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberINV_AET_IP_1018
Policy instance 1
Insurance contract or identification numberINV_AET_IP_1018
Number of Individuals Covered72548
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
RGA REINSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 93572 )
Policy contract numberRGA00060
Policy instance 3
Insurance contract or identification numberRGA00060
Number of Individuals Covered72548
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA29016
Policy instance 2
Insurance contract or identification numberGA29016
Number of Individuals Covered0
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberINV_AET_IP_1018
Policy instance 7
Insurance contract or identification numberINV_AET_IP_1018
Number of Individuals Covered72548
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
RGA REINSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 93572 )
Policy contract numberRGA00060
Policy instance 6
Insurance contract or identification numberRGA00060
Number of Individuals Covered72548
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number63750
Policy instance 5
Insurance contract or identification number63750
Number of Individuals Covered0
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number62273
Policy instance 3
Insurance contract or identification number62273
Number of Individuals Covered72548
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MONUMENTAL LIFE (National Association of Insurance Commissioners NAIC id number: 66281 )
Policy contract numberMDA-00728TR
Policy instance 2
Insurance contract or identification numberMDA-00728TR
Number of Individuals Covered72548
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number63750
Policy instance 8
Insurance contract or identification number63750
Number of Individuals Covered0
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MONUMENTAL LIFE (National Association of Insurance Commissioners NAIC id number: 66281 )
Policy contract numberMDA-00728TR
Policy instance 7
Insurance contract or identification numberMDA-00728TR
Number of Individuals Covered72548
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 )
Policy contract numberG-27330.01.001
Policy instance 5
Insurance contract or identification numberG-27330.01.001
Number of Individuals Covered72548
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number62273
Policy instance 6
Insurance contract or identification number62273
Number of Individuals Covered72548
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number60363
Policy instance 4
Insurance contract or identification number60363
Number of Individuals Covered72548
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA29016
Policy instance 8
Insurance contract or identification numberGA29016
Number of Individuals Covered0
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 )
Policy contract numberG-27330.01.001
Policy instance 1
Insurance contract or identification numberG-27330.01.001
Number of Individuals Covered72548
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
RGA REINSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 93572 )
Policy contract numberRGA00060
Policy instance 1
Insurance contract or identification numberRGA00060
Number of Individuals Covered71692
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number60363
Policy instance 2
Insurance contract or identification number60363
Number of Individuals Covered71692
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA29016
Policy instance 3
Insurance contract or identification numberGA29016
Number of Individuals Covered71692
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number63750
Policy instance 4
Insurance contract or identification number63750
Number of Individuals Covered71692
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number62273
Policy instance 5
Insurance contract or identification number62273
Number of Individuals Covered71692
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 )
Policy contract numberG-27330.01.001
Policy instance 6
Insurance contract or identification numberG-27330.01.001
Number of Individuals Covered71692
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MONUMENTAL LIFE (National Association of Insurance Commissioners NAIC id number: 66281 )
Policy contract numberMDA-00728TR
Policy instance 7
Insurance contract or identification numberMDA-00728TR
Number of Individuals Covered71692
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA29016
Policy instance 1
Insurance contract or identification numberGA29016
Number of Individuals Covered70256
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 )
Policy contract numberG-27330.01.001
Policy instance 2
Insurance contract or identification numberG-27330.01.001
Number of Individuals Covered70256
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
RGA REINSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 93572 )
Policy contract numberRGA00060
Policy instance 3
Insurance contract or identification numberRGA00060
Number of Individuals Covered70256
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number60363
Policy instance 4
Insurance contract or identification number60363
Number of Individuals Covered70256
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number62273
Policy instance 5
Insurance contract or identification number62273
Number of Individuals Covered70256
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
MONUMENTAL LIFE (National Association of Insurance Commissioners NAIC id number: 66281 )
Policy contract numberMDA-00728TR
Policy instance 6
Insurance contract or identification numberMDA-00728TR
Number of Individuals Covered70256
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA29016
Policy instance 1
Insurance contract or identification numberGA29016
Number of Individuals Covered70988
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?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 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
PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 )
Policy contract numberG-27330.01.001
Policy instance 2
Insurance contract or identification numberG-27330.01.001
Number of Individuals Covered70988
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?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?Yes
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
RGA REINSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 93572 )
Policy contract numberRGA00060
Policy instance 3
Insurance contract or identification numberRGA00060
Number of Individuals Covered70988
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?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?Yes
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
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number60363
Policy instance 4
Insurance contract or identification number60363
Number of Individuals Covered70988
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?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?Yes
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
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number62273
Policy instance 5
Insurance contract or identification number62273
Number of Individuals Covered70988
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?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?Yes
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
MONUMENTAL LIFE (National Association of Insurance Commissioners NAIC id number: 66281 )
Policy contract numberMDA-00728TR
Policy instance 6
Insurance contract or identification numberMDA-00728TR
Number of Individuals Covered70988
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?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?Yes
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
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number60363
Policy instance 5
Insurance contract or identification number60363
Number of Individuals Covered51409
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?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?Yes
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
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number62273
Policy instance 4
Insurance contract or identification number62273
Number of Individuals Covered51409
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?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?Yes
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
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA29016
Policy instance 3
Insurance contract or identification numberGA29016
Number of Individuals Covered51409
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?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 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
PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 )
Policy contract numberG-27330.01.001
Policy instance 2
Insurance contract or identification numberG-27330.01.001
Number of Individuals Covered51409
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?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?Yes
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
MONUMENTAL LIFE (National Association of Insurance Commissioners NAIC id number: 66281 )
Policy contract numberMDA-00728TR
Policy instance 1
Insurance contract or identification numberMDA-00728TR
Number of Individuals Covered51409
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?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?Yes
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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