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RETIREMENT SECURITY PLAN 401k Plan overview

Plan NameRETIREMENT SECURITY PLAN
Plan identification number 333

RETIREMENT SECURITY PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
  • Code section 414(k) arrangement - Benefits are based partly on the balance of the separate account of the participant (also include appropriate defined contribution pension feature codes).
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION has sponsored the creation of one or more 401k plans.

Company Name:NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION
Employer identification number (EIN):530116145
NAIC Classification:221100

Additional information about NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION

Jurisdiction of Incorporation: Georgia Department of States Corporations Division
Incorporation Date:
Company Identification Number: 1741894

More information about NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RETIREMENT SECURITY PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
3332022-01-01
3332021-01-01
3332020-01-01
3332019-01-01
3332018-01-01PETER BAXTER2019-10-15
3332017-01-01PETER BAXTER
3332016-01-01PETER BAXTER
3332015-01-01PETER BAXTER
3332014-01-01PETER BAXTER
3332013-01-01PETER BAXTER
3332012-01-01PETER BAXTER
3332011-01-01PETER BAXTER
3332010-01-01SCOTT SPENCER
3332009-01-01SCOTT SPENCER

Plan Statistics for RETIREMENT SECURITY PLAN

401k plan membership statisitcs for RETIREMENT SECURITY PLAN

Measure Date Value
2022: RETIREMENT SECURITY PLAN 2022 401k membership
Market value of plan assets2022-12-3111,608,347,567
Acturial value of plan assets2022-12-3110,610,817,577
Funding target for retired participants and beneficiaries receiving payment2022-12-312,279,597,437
Number of terminated vested participants2022-12-318,901
Fundng target for terminated vested participants2022-12-31781,364,011
Active participant vested funding target2022-12-317,748,580,350
Number of active participants2022-12-3154,784
Total funding liabilities for active participants2022-12-318,345,686,403
Total participant count2022-12-3171,522
Total funding target for all participants2022-12-3111,406,647,851
Balance at beginning of prior year after applicable adjustments2022-12-310
Prefunding balance at beginning of prior year after applicable adjustments2022-12-310
Amount remaining of carryover balance2022-12-310
Amount remaining of prefunding balance2022-12-310
Present value of excess contributions2022-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-310
Reductions in caryover balances due to elections or deemed elections2022-12-310
Reductions in prefunding balances due to elections or deemed elections2022-12-310
Balance of carryovers at beginning of current year2022-12-310
Balance of prefunding at beginning of current year2022-12-310
Total employer contributions2022-12-311,056,267,288
Total employee contributions2022-12-316,030,186
Unpaid minimum required contributions for all prior years2022-12-310
Remaining amount of unpaid minimum required contributions2022-12-310
Total funding amount beforereflecting carryover/prefunding balances2022-12-310
Additional cash requirement2022-12-310
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
Total participants, beginning-of-year2022-01-0171,269
Total number of active participants reported on line 7a of the Form 55002022-01-0153,861
Number of retired or separated participants receiving benefits2022-01-017,736
Number of other retired or separated participants entitled to future benefits2022-01-019,889
Total of all active and inactive participants2022-01-0171,486
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-01901
Total participants2022-01-0172,387
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-011,506
2021: RETIREMENT SECURITY PLAN 2021 401k membership
Market value of plan assets2021-12-3111,011,617,639
Acturial value of plan assets2021-12-3110,106,337,319
Funding target for retired participants and beneficiaries receiving payment2021-12-312,033,249,467
Number of terminated vested participants2021-12-317,940
Fundng target for terminated vested participants2021-12-31622,891,760
Active participant vested funding target2021-12-317,938,601,832
Number of active participants2021-12-3156,405
Total funding liabilities for active participants2021-12-318,532,759,214
Total participant count2021-12-3171,604
Total funding target for all participants2021-12-3111,188,900,441
Balance at beginning of prior year after applicable adjustments2021-12-310
Prefunding balance at beginning of prior year after applicable adjustments2021-12-310
Amount remaining of carryover balance2021-12-310
Amount remaining of prefunding balance2021-12-310
Present value of excess contributions2021-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-310
Reductions in caryover balances due to elections or deemed elections2021-12-310
Reductions in prefunding balances due to elections or deemed elections2021-12-310
Balance of carryovers at beginning of current year2021-12-310
Balance of prefunding at beginning of current year2021-12-310
Total employer contributions2021-12-311,021,102,576
Total employee contributions2021-12-316,077,468
Unpaid minimum required contributions for all prior years2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-310
Additional cash requirement2021-12-310
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
Total participants, beginning-of-year2021-01-0170,890
Total number of active participants reported on line 7a of the Form 55002021-01-0154,531
Number of retired or separated participants receiving benefits2021-01-017,172
Number of other retired or separated participants entitled to future benefits2021-01-018,691
Total of all active and inactive participants2021-01-0170,394
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-01875
Total participants2021-01-0171,269
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-011,029
2020: RETIREMENT SECURITY PLAN 2020 401k membership
Market value of plan assets2020-12-319,860,093,298
Acturial value of plan assets2020-12-319,460,437,435
Funding target for retired participants and beneficiaries receiving payment2020-12-311,811,760,075
Number of terminated vested participants2020-12-317,362
Fundng target for terminated vested participants2020-12-31543,900,717
Active participant vested funding target2020-12-317,788,921,020
Number of active participants2020-12-3155,727
Total funding liabilities for active participants2020-12-318,401,944,510
Total participant count2020-12-3169,738
Total funding target for all participants2020-12-3110,757,605,302
Balance at beginning of prior year after applicable adjustments2020-12-310
Prefunding balance at beginning of prior year after applicable adjustments2020-12-310
Amount remaining of carryover balance2020-12-310
Amount remaining of prefunding balance2020-12-310
Present value of excess contributions2020-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-310
Balance of carryovers at beginning of current year2020-12-310
Balance of prefunding at beginning of current year2020-12-310
Total employer contributions2020-12-31955,206,804
Total employee contributions2020-12-316,195,721
Unpaid minimum required contributions for all prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-310
Additional cash requirement2020-12-310
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
Total participants, beginning-of-year2020-01-0169,738
Total number of active participants reported on line 7a of the Form 55002020-01-0156,128
Number of retired or separated participants receiving benefits2020-01-016,604
Number of other retired or separated participants entitled to future benefits2020-01-017,762
Total of all active and inactive participants2020-01-0170,494
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-01833
Total participants2020-01-0171,327
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-01852
2019: RETIREMENT SECURITY PLAN 2019 401k membership
Market value of plan assets2019-12-318,612,783,919
Acturial value of plan assets2019-12-318,954,557,985
Funding target for retired participants and beneficiaries receiving payment2019-12-311,569,596,508
Number of terminated vested participants2019-12-317,089
Fundng target for terminated vested participants2019-12-31644,711,321
Active participant vested funding target2019-12-317,218,217,530
Number of active participants2019-12-3155,440
Total funding liabilities for active participants2019-12-317,821,619,332
Total participant count2019-12-3168,563
Total funding target for all participants2019-12-3110,035,927,161
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-310
Amount remaining of carryover balance2019-12-310
Amount remaining of prefunding balance2019-12-310
Present value of excess contributions2019-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-310
Balance of carryovers at beginning of current year2019-12-310
Balance of prefunding at beginning of current year2019-12-310
Total employer contributions2019-12-31806,337,756
Total employee contributions2019-12-316,470,558
Unpaid minimum required contributions for all prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-310
Additional cash requirement2019-12-310
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
Total participants, beginning-of-year2019-01-0167,887
Total number of active participants reported on line 7a of the Form 55002019-01-0155,524
Number of retired or separated participants receiving benefits2019-01-016,715
Number of other retired or separated participants entitled to future benefits2019-01-016,374
Total of all active and inactive participants2019-01-0168,613
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-01735
Total participants2019-01-0169,348
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-011,059
2018: RETIREMENT SECURITY PLAN 2018 401k membership
Market value of plan assets2018-12-319,655,755,821
Acturial value of plan assets2018-12-318,971,585,895
Funding target for retired participants and beneficiaries receiving payment2018-12-311,322,199,112
Number of terminated vested participants2018-12-316,109
Fundng target for terminated vested participants2018-12-31458,434,944
Active participant vested funding target2018-12-317,425,887,587
Number of active participants2018-12-3156,472
Total funding liabilities for active participants2018-12-318,043,478,312
Total participant count2018-12-3168,096
Total funding target for all participants2018-12-319,824,112,368
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-310
Amount remaining of carryover balance2018-12-310
Amount remaining of prefunding balance2018-12-310
Present value of excess contributions2018-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-310
Balance of carryovers at beginning of current year2018-12-310
Balance of prefunding at beginning of current year2018-12-310
Total employer contributions2018-12-31961,122,794
Total employee contributions2018-12-316,497,001
Unpaid minimum required contributions for all prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-310
Additional cash requirement2018-12-310
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-0166,975
Total number of active participants reported on line 7a of the Form 55002018-01-0155,484
Number of retired or separated participants receiving benefits2018-01-016,074
Number of other retired or separated participants entitled to future benefits2018-01-015,151
Total of all active and inactive participants2018-01-0166,709
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-01851
Total participants2018-01-0167,560
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-011,084
2017: RETIREMENT SECURITY PLAN 2017 401k membership
Market value of plan assets2017-12-318,575,047,866
Acturial value of plan assets2017-12-318,649,395,416
Funding target for retired participants and beneficiaries receiving payment2017-12-311,109,542,011
Number of terminated vested participants2017-12-315,417
Fundng target for terminated vested participants2017-12-31394,435,078
Active participant vested funding target2017-12-317,041,257,409
Number of active participants2017-12-3156,376
Total funding liabilities for active participants2017-12-317,659,914,341
Total participant count2017-12-3166,901
Total funding target for all participants2017-12-319,163,891,430
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-310
Amount remaining of carryover balance2017-12-310
Amount remaining of prefunding balance2017-12-310
Present value of excess contributions2017-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-310
Balance of carryovers at beginning of current year2017-12-310
Balance of prefunding at beginning of current year2017-12-310
Total employer contributions2017-12-31911,832,114
Total employee contributions2017-12-316,337,157
Unpaid minimum required contributions for all prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-310
Additional cash requirement2017-12-310
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-0166,901
Total number of active participants reported on line 7a of the Form 55002017-01-0156,421
Number of retired or separated participants receiving benefits2017-01-015,559
Number of other retired or separated participants entitled to future benefits2017-01-014,510
Total of all active and inactive participants2017-01-0166,490
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-01838
Total participants2017-01-0167,328
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-011,062
2016: RETIREMENT SECURITY PLAN 2016 401k membership
Market value of plan assets2016-12-317,992,388,142
Acturial value of plan assets2016-12-318,476,657,383
Funding target for retired participants and beneficiaries receiving payment2016-12-31927,984,629
Number of terminated vested participants2016-12-315,249
Fundng target for terminated vested participants2016-12-31368,726,902
Active participant vested funding target2016-12-316,591,717,476
Number of active participants2016-12-3155,820
Total funding liabilities for active participants2016-12-317,188,164,306
Total participant count2016-12-3165,689
Total funding target for all participants2016-12-318,484,875,837
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-310
Amount remaining of carryover balance2016-12-310
Amount remaining of prefunding balance2016-12-310
Present value of excess contributions2016-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-310
Balance of carryovers at beginning of current year2016-12-310
Balance of prefunding at beginning of current year2016-12-310
Total employer contributions2016-12-31900,827,083
Total employee contributions2016-12-316,265,111
Unpaid minimum required contributions for all prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-310
Additional cash requirement2016-12-310
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-0165,130
Total number of active participants reported on line 7a of the Form 55002016-01-0156,363
Number of retired or separated participants receiving benefits2016-01-015,145
Number of other retired or separated participants entitled to future benefits2016-01-014,125
Total of all active and inactive participants2016-01-0165,633
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-01852
Total participants2016-01-0166,485
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-01988
2015: RETIREMENT SECURITY PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0163,602
Total number of active participants reported on line 7a of the Form 55002015-01-0155,832
Number of retired or separated participants receiving benefits2015-01-014,667
Number of other retired or separated participants entitled to future benefits2015-01-013,817
Total of all active and inactive participants2015-01-0164,316
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-01891
Total participants2015-01-0165,207
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-011,015
2014: RETIREMENT SECURITY PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0163,378
Total number of active participants reported on line 7a of the Form 55002014-01-0155,010
Number of retired or separated participants receiving benefits2014-01-013,887
Number of other retired or separated participants entitled to future benefits2014-01-015,074
Total of all active and inactive participants2014-01-0163,971
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-01346
Total participants2014-01-0164,317
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-01974
2013: RETIREMENT SECURITY PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0162,744
Total number of active participants reported on line 7a of the Form 55002013-01-0155,863
Number of retired or separated participants receiving benefits2013-01-013,006
Number of other retired or separated participants entitled to future benefits2013-01-013,048
Total of all active and inactive participants2013-01-0161,917
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-01866
Total participants2013-01-0162,783
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-01848
2012: RETIREMENT SECURITY PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0163,768
Total number of active participants reported on line 7a of the Form 55002012-01-0156,302
Number of retired or separated participants receiving benefits2012-01-012,657
Number of other retired or separated participants entitled to future benefits2012-01-012,912
Total of all active and inactive participants2012-01-0161,871
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-01873
Total participants2012-01-0162,744
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-01716
2011: RETIREMENT SECURITY PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0163,858
Total number of active participants reported on line 7a of the Form 55002011-01-0156,505
Number of retired or separated participants receiving benefits2011-01-013,516
Number of other retired or separated participants entitled to future benefits2011-01-013,747
Total of all active and inactive participants2011-01-0163,768
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-01423
Total participants2011-01-0164,191
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-01490
2010: RETIREMENT SECURITY PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0163,537
Total number of active participants reported on line 7a of the Form 55002010-01-0157,113
Number of retired or separated participants receiving benefits2010-01-013,315
Number of other retired or separated participants entitled to future benefits2010-01-013,421
Total of all active and inactive participants2010-01-0163,849
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-01437
Total participants2010-01-0164,286
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-01530
2009: RETIREMENT SECURITY PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0163,011
Total number of active participants reported on line 7a of the Form 55002009-01-0157,374
Number of retired or separated participants receiving benefits2009-01-012,602
Number of other retired or separated participants entitled to future benefits2009-01-013,143
Total of all active and inactive participants2009-01-0163,119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-01418
Total participants2009-01-0163,537
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-01513

Financial Data on RETIREMENT SECURITY PLAN

Measure Date Value
2022 : RETIREMENT SECURITY PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-551,734,865
Total unrealized appreciation/depreciation of assets2022-12-31$-551,734,865
Total transfer of assets to this plan2022-12-31$3,326,197
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$44,625,620
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$95,738,178
Total income from all sources (including contributions)2022-12-31$-222,609,328
Total loss/gain on sale of assets2022-12-31$-295,735,662
Total of all expenses incurred2022-12-31$2,056,804,773
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$2,028,682,629
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,107,185,052
Value of total assets at end of year2022-12-31$9,385,168,374
Value of total assets at beginning of year2022-12-31$11,712,368,836
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$28,122,144
Total interest from all sources2022-12-31$51,367,349
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$39,395,444
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Administrative expenses professional fees incurred2022-12-31$6,424,113
Assets. Corporate prefeered stocks other than exployer securities at end of year2022-12-31$13,330,931
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2022-12-31$27,178,583
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$10,000,000
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$6,086,341
Participant contributions at end of year2022-12-31$65,066
Participant contributions at beginning of year2022-12-31$56,350
Assets. Other investments not covered elsewhere at end of year2022-12-31$22,775,773
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$42,411,163
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$14,127,476
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$11,698,367
Assets. Loans (other than to participants) at end of year2022-12-31$36,436,534
Assets. Loans (other than to participants) at beginning of year2022-12-31$65,979,450
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$38,390,522
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$86,403,979
Other income not declared elsewhere2022-12-31$9,409,823
Administrative expenses (other) incurred2022-12-31$7,007,067
Liabilities. Value of operating payables at end of year2022-12-31$6,235,098
Liabilities. Value of operating payables at beginning of year2022-12-31$9,334,199
Total non interest bearing cash at end of year2022-12-31$6,947,835
Total non interest bearing cash at beginning of year2022-12-31$34,125,653
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-2,279,414,101
Value of net assets at end of year (total assets less liabilities)2022-12-31$9,340,542,754
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$11,616,630,658
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Assets. partnership/joint venture interests at end of year2022-12-31$2,555,939,499
Assets. partnership/joint venture interests at beginning of year2022-12-31$2,352,488,326
Investment advisory and management fees2022-12-31$14,690,964
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$2,731,698
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$421,476,421
Income. Interest from loans (other than to participants)2022-12-31$3,465,580
Interest earned on other investments2022-12-31$12,375,521
Income. Interest from US Government securities2022-12-31$13,977,804
Income. Interest from corporate debt instruments2022-12-31$18,491,934
Value of interest in common/collective trusts at end of year2022-12-31$2,611,113,796
Value of interest in common/collective trusts at beginning of year2022-12-31$3,081,566,753
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$178,428,401
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$225,222,907
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$225,222,907
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$3,056,510
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$3,571,865
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$3,597,169
Asset value of US Government securities at end of year2022-12-31$467,165,964
Asset value of US Government securities at beginning of year2022-12-31$574,434,359
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,025,101
Net investment gain or loss from common/collective trusts2022-12-31$-581,471,368
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$1,101,098,711
Employer contributions (assets) at end of year2022-12-31$807,113,712
Employer contributions (assets) at beginning of year2022-12-31$735,553,181
Income. Dividends from preferred stock2022-12-31$39,344,206
Income. Dividends from common stock2022-12-31$51,238
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$2,028,682,629
Asset. Corporate debt instrument preferred debt at end of year2022-12-31$154,923,826
Asset. Corporate debt instrument preferred debt at beginning of year2022-12-31$308,854,472
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$216,338,317
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$502,684,579
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$2,243,402,349
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$3,273,753,191
Assets. Value of buildings and other operty used in plan operation at end of year2022-12-31$50,755,332
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-12-31$51,287,912
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Aggregate proceeds on sale of assets2022-12-31$4,354,349,316
Aggregate carrying amount (costs) on sale of assets2022-12-31$4,650,084,978
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2022-12-31410746749
2021 : RETIREMENT SECURITY PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$878,784,178
Total unrealized appreciation/depreciation of assets2021-12-31$878,784,178
Total transfer of assets to this plan2021-12-31$115,948,462
Total transfer of assets from this plan2021-12-31$33,436,124
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$95,738,178
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$93,989,072
Total income from all sources (including contributions)2021-12-31$2,739,171,055
Total loss/gain on sale of assets2021-12-31$92,140,444
Total of all expenses incurred2021-12-31$2,100,260,242
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$2,069,322,729
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,047,749,496
Value of total assets at end of year2021-12-31$11,712,368,836
Value of total assets at beginning of year2021-12-31$10,989,196,579
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$30,937,513
Total interest from all sources2021-12-31$48,037,656
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$40,347,443
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Administrative expenses professional fees incurred2021-12-31$5,751,211
Assets. Corporate prefeered stocks other than exployer securities at end of year2021-12-31$27,178,583
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2021-12-31$13,148,950
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$10,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$6,053,546
Participant contributions at end of year2021-12-31$56,350
Participant contributions at beginning of year2021-12-31$80,272
Assets. Other investments not covered elsewhere at end of year2021-12-31$42,411,163
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$42,362,833
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$11,698,367
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$22,268,101
Assets. Loans (other than to participants) at end of year2021-12-31$65,979,450
Assets. Loans (other than to participants) at beginning of year2021-12-31$61,118,320
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$86,403,979
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$86,822,895
Other income not declared elsewhere2021-12-31$5,151,783
Administrative expenses (other) incurred2021-12-31$7,801,542
Liabilities. Value of operating payables at end of year2021-12-31$9,334,199
Liabilities. Value of operating payables at beginning of year2021-12-31$7,166,177
Total non interest bearing cash at end of year2021-12-31$34,125,653
Total non interest bearing cash at beginning of year2021-12-31$11,972,853
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$638,910,813
Value of net assets at end of year (total assets less liabilities)2021-12-31$11,616,630,658
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$10,895,207,507
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Assets. partnership/joint venture interests at end of year2021-12-31$2,352,488,326
Assets. partnership/joint venture interests at beginning of year2021-12-31$1,582,193,157
Investment advisory and management fees2021-12-31$17,384,760
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$421,476,421
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$15,625,443
Income. Interest from loans (other than to participants)2021-12-31$3,972,776
Interest earned on other investments2021-12-31$10,900,552
Income. Interest from US Government securities2021-12-31$10,177,260
Income. Interest from corporate debt instruments2021-12-31$22,830,356
Value of interest in common/collective trusts at end of year2021-12-31$3,081,566,753
Value of interest in common/collective trusts at beginning of year2021-12-31$4,226,547,497
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$225,222,907
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$187,957,781
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$187,957,781
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$156,712
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$3,597,169
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$3,631,233
Asset value of US Government securities at end of year2021-12-31$574,434,359
Asset value of US Government securities at beginning of year2021-12-31$621,834,240
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$12,664,450
Net investment gain or loss from common/collective trusts2021-12-31$614,295,605
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$1,041,695,950
Employer contributions (assets) at end of year2021-12-31$735,553,181
Employer contributions (assets) at beginning of year2021-12-31$719,183,234
Income. Dividends from preferred stock2021-12-31$40,310,655
Income. Dividends from common stock2021-12-31$36,788
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$2,069,322,729
Asset. Corporate debt instrument preferred debt at end of year2021-12-31$308,854,472
Asset. Corporate debt instrument preferred debt at beginning of year2021-12-31$337,562,859
Asset. Corporate debt instrument debt (other) at end of year2021-12-31$502,684,579
Asset. Corporate debt instrument debt (other) at beginning of year2021-12-31$483,230,191
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$3,273,753,191
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$2,607,125,745
Assets. Value of buildings and other operty used in plan operation at end of year2021-12-31$51,287,912
Assets. Value of buildings and other operty used in plan operation at beginning of year2021-12-31$53,353,870
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Aggregate proceeds on sale of assets2021-12-31$5,571,034,508
Aggregate carrying amount (costs) on sale of assets2021-12-31$5,478,894,064
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2021-12-31410746749
2020 : RETIREMENT SECURITY PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$634,025,501
Total unrealized appreciation/depreciation of assets2020-12-31$634,025,501
Total transfer of assets from this plan2020-12-31$705,550
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$93,989,072
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$78,466,078
Expenses. Interest paid2020-12-31$-78,986
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022020-12-31$-78,986
Total income from all sources (including contributions)2020-12-31$2,329,213,354
Total loss/gain on sale of assets2020-12-31$89,050,377
Total of all expenses incurred2020-12-31$1,291,034,827
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,265,726,984
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$966,526,947
Value of total assets at end of year2020-12-31$10,989,196,579
Value of total assets at beginning of year2020-12-31$9,936,200,608
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$25,386,829
Total interest from all sources2020-12-31$61,512,947
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$40,712,648
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$5,095,755
Assets. Corporate prefeered stocks other than exployer securities at end of year2020-12-31$13,148,950
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2020-12-31$8,877,923
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$10,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$6,169,827
Participant contributions at end of year2020-12-31$80,272
Participant contributions at beginning of year2020-12-31$88,138
Assets. Other investments not covered elsewhere at end of year2020-12-31$42,362,833
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$5,585,140
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$22,268,101
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$76,983,813
Assets. Loans (other than to participants) at end of year2020-12-31$61,118,320
Assets. Loans (other than to participants) at beginning of year2020-12-31$88,136,100
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$86,822,895
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$71,501,052
Other income not declared elsewhere2020-12-31$1,338,326
Administrative expenses (other) incurred2020-12-31$8,375,680
Liabilities. Value of operating payables at end of year2020-12-31$7,166,177
Liabilities. Value of operating payables at beginning of year2020-12-31$6,965,026
Total non interest bearing cash at end of year2020-12-31$11,972,853
Total non interest bearing cash at beginning of year2020-12-31$9,628,035
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$1,038,178,527
Value of net assets at end of year (total assets less liabilities)2020-12-31$10,895,207,507
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$9,857,734,530
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Assets. partnership/joint venture interests at end of year2020-12-31$1,582,193,157
Assets. partnership/joint venture interests at beginning of year2020-12-31$742,347,553
Investment advisory and management fees2020-12-31$11,915,394
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$15,625,443
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$546,193,995
Income. Interest from loans (other than to participants)2020-12-31$5,038,541
Interest earned on other investments2020-12-31$10,861,622
Income. Interest from US Government securities2020-12-31$17,155,128
Income. Interest from corporate debt instruments2020-12-31$26,970,373
Value of interest in common/collective trusts at end of year2020-12-31$4,226,547,497
Value of interest in common/collective trusts at beginning of year2020-12-31$2,371,044,761
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$187,957,781
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$245,804,757
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$245,804,757
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$1,487,283
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$3,631,233
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$3,593,840
Asset value of US Government securities at end of year2020-12-31$621,834,240
Asset value of US Government securities at beginning of year2020-12-31$835,418,757
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,985,721
Net investment gain or loss from common/collective trusts2020-12-31$534,060,887
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$960,357,120
Employer contributions (assets) at end of year2020-12-31$719,183,234
Employer contributions (assets) at beginning of year2020-12-31$778,176,139
Income. Dividends from preferred stock2020-12-31$16,157
Income. Dividends from common stock2020-12-31$40,696,491
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,265,726,984
Asset. Corporate debt instrument preferred debt at end of year2020-12-31$337,562,859
Asset. Corporate debt instrument preferred debt at beginning of year2020-12-31$331,260,377
Asset. Corporate debt instrument debt (other) at end of year2020-12-31$483,230,191
Asset. Corporate debt instrument debt (other) at beginning of year2020-12-31$934,952,124
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$2,607,125,745
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$2,868,490,047
Assets. Value of buildings and other operty used in plan operation at end of year2020-12-31$53,353,870
Assets. Value of buildings and other operty used in plan operation at beginning of year2020-12-31$89,619,109
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$8,856,435,699
Aggregate carrying amount (costs) on sale of assets2020-12-31$8,767,385,322
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2020-12-31410746749
2019 : RETIREMENT SECURITY PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$671,802,293
Total unrealized appreciation/depreciation of assets2019-12-31$671,802,293
Total transfer of assets to this plan2019-12-31$18,505,569
Total transfer of assets to this plan2019-12-31$18,505,569
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$78,466,078
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$78,466,078
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$66,150,740
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$66,150,740
Expenses. Interest paid2019-12-31$403,455
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022019-12-31$403,455
Total income from all sources (including contributions)2019-12-31$2,383,102,667
Total loss/gain on sale of assets2019-12-31$278,169,034
Total of all expenses incurred2019-12-31$1,158,171,495
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,131,512,462
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$810,761,278
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$810,761,278
Value of total assets at end of year2019-12-31$9,936,200,608
Value of total assets at end of year2019-12-31$9,936,200,608
Value of total assets at beginning of year2019-12-31$8,680,448,529
Value of total assets at beginning of year2019-12-31$8,680,448,529
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$26,255,578
Total interest from all sources2019-12-31$99,237,126
Total interest from all sources2019-12-31$99,237,126
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$66,763,273
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$4,651,197
Assets. Corporate prefeered stocks other than exployer securities at end of year2019-12-31$8,877,923
Assets. Corporate prefeered stocks other than exployer securities at end of year2019-12-31$8,877,923
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2019-12-31$6,435,479
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2019-12-31$6,435,479
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$10,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$6,500,597
Contributions received from participants2019-12-31$6,500,597
Participant contributions at end of year2019-12-31$88,138
Participant contributions at end of year2019-12-31$88,138
Participant contributions at beginning of year2019-12-31$59,538
Participant contributions at beginning of year2019-12-31$59,538
Assets. Other investments not covered elsewhere at end of year2019-12-31$5,585,140
Assets. Other investments not covered elsewhere at end of year2019-12-31$5,585,140
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$318,105,628
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$318,105,628
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$76,983,813
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$76,983,813
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$32,919,202
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$32,919,202
Assets. Loans (other than to participants) at end of year2019-12-31$88,136,100
Assets. Loans (other than to participants) at end of year2019-12-31$88,136,100
Assets. Loans (other than to participants) at beginning of year2019-12-31$43,589,915
Assets. Loans (other than to participants) at beginning of year2019-12-31$43,589,915
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$71,501,052
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$71,501,052
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$59,298,728
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$59,298,728
Other income not declared elsewhere2019-12-31$4,269,299
Administrative expenses (other) incurred2019-12-31$8,930,982
Liabilities. Value of operating payables at end of year2019-12-31$6,965,026
Liabilities. Value of operating payables at end of year2019-12-31$6,965,026
Liabilities. Value of operating payables at beginning of year2019-12-31$6,852,012
Liabilities. Value of operating payables at beginning of year2019-12-31$6,852,012
Total non interest bearing cash at end of year2019-12-31$9,628,035
Total non interest bearing cash at end of year2019-12-31$9,628,035
Total non interest bearing cash at beginning of year2019-12-31$7,843,558
Total non interest bearing cash at beginning of year2019-12-31$7,843,558
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$1,224,931,172
Value of net income/loss2019-12-31$1,224,931,172
Value of net assets at end of year (total assets less liabilities)2019-12-31$9,857,734,530
Value of net assets at end of year (total assets less liabilities)2019-12-31$9,857,734,530
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$8,614,297,789
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$8,614,297,789
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31Yes
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31Yes
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2019-12-31$21,134
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2019-12-31$21,134
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Assets. partnership/joint venture interests at end of year2019-12-31$742,347,553
Assets. partnership/joint venture interests at end of year2019-12-31$742,347,553
Assets. partnership/joint venture interests at beginning of year2019-12-31$858,080,157
Assets. partnership/joint venture interests at beginning of year2019-12-31$858,080,157
Investment advisory and management fees2019-12-31$12,673,399
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$546,193,995
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$546,193,995
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$11,511,510
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$11,511,510
Income. Interest from loans (other than to participants)2019-12-31$3,771,365
Income. Interest from loans (other than to participants)2019-12-31$3,771,365
Interest earned on other investments2019-12-31$7,816,021
Interest earned on other investments2019-12-31$7,816,021
Income. Interest from US Government securities2019-12-31$17,969,307
Income. Interest from US Government securities2019-12-31$17,969,307
Income. Interest from corporate debt instruments2019-12-31$63,768,521
Income. Interest from corporate debt instruments2019-12-31$63,768,521
Value of interest in common/collective trusts at end of year2019-12-31$2,371,044,761
Value of interest in common/collective trusts at end of year2019-12-31$2,371,044,761
Value of interest in common/collective trusts at beginning of year2019-12-31$1,076,882,529
Value of interest in common/collective trusts at beginning of year2019-12-31$1,076,882,529
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$245,804,757
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$245,804,757
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$293,868,437
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$293,868,437
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$293,868,437
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$293,868,437
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$5,911,912
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$5,911,912
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$3,593,840
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$3,593,840
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$3,644,521
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$3,644,521
Asset value of US Government securities at end of year2019-12-31$835,418,757
Asset value of US Government securities at end of year2019-12-31$835,418,757
Asset value of US Government securities at beginning of year2019-12-31$619,405,352
Asset value of US Government securities at beginning of year2019-12-31$619,405,352
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$90,386,750
Net investment gain or loss from common/collective trusts2019-12-31$361,713,614
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$804,260,681
Contributions received in cash from employer2019-12-31$804,260,681
Employer contributions (assets) at end of year2019-12-31$778,176,139
Employer contributions (assets) at end of year2019-12-31$778,176,139
Employer contributions (assets) at beginning of year2019-12-31$925,387,669
Employer contributions (assets) at beginning of year2019-12-31$925,387,669
Income. Dividends from preferred stock2019-12-31$43,749
Income. Dividends from common stock2019-12-31$66,719,524
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,131,512,462
Asset. Corporate debt instrument preferred debt at end of year2019-12-31$331,260,377
Asset. Corporate debt instrument preferred debt at end of year2019-12-31$331,260,377
Asset. Corporate debt instrument preferred debt at beginning of year2019-12-31$351,629,862
Asset. Corporate debt instrument preferred debt at beginning of year2019-12-31$351,629,862
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$934,952,124
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$934,952,124
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$895,445,058
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$895,445,058
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$2,868,490,047
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$2,868,490,047
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$3,186,900,735
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$3,186,900,735
Assets. Value of buildings and other operty used in plan operation at end of year2019-12-31$89,619,109
Assets. Value of buildings and other operty used in plan operation at end of year2019-12-31$89,619,109
Assets. Value of buildings and other operty used in plan operation at beginning of year2019-12-31$48,739,379
Assets. Value of buildings and other operty used in plan operation at beginning of year2019-12-31$48,739,379
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$7,307,360,005
Aggregate carrying amount (costs) on sale of assets2019-12-31$7,029,190,971
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31CLIFTONLARSONALLEN LLP
Accountancy firm name2019-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2019-12-31410746749
Accountancy firm EIN2019-12-31410746749
2018 : RETIREMENT SECURITY PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-470,820,660
Total unrealized appreciation/depreciation of assets2018-12-31$-470,820,660
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$66,150,740
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$65,511,485
Expenses. Interest paid2018-12-31$265,714
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022018-12-31$265,714
Total income from all sources (including contributions)2018-12-31$546,812,321
Total loss/gain on sale of assets2018-12-31$-41,964,188
Total of all expenses incurred2018-12-31$1,600,081,734
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,537,203,090
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$962,240,841
Value of total assets at end of year2018-12-31$8,680,448,529
Value of total assets at beginning of year2018-12-31$9,733,078,687
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$62,612,930
Total interest from all sources2018-12-31$87,934,767
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$76,924,848
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$4,107,358
Assets. Corporate prefeered stocks other than exployer securities at end of year2018-12-31$6,435,479
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2018-12-31$2,408,414
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$10,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$6,467,514
Participant contributions at end of year2018-12-31$59,538
Participant contributions at beginning of year2018-12-31$89,090
Assets. Other investments not covered elsewhere at end of year2018-12-31$318,105,628
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$227,739,939
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$32,919,202
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$28,163,829
Assets. Loans (other than to participants) at end of year2018-12-31$43,589,915
Assets. Loans (other than to participants) at beginning of year2018-12-31$32,605,273
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$59,298,728
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$56,914,658
Other income not declared elsewhere2018-12-31$1,442,531
Administrative expenses (other) incurred2018-12-31$43,577,631
Liabilities. Value of operating payables at end of year2018-12-31$6,852,012
Liabilities. Value of operating payables at beginning of year2018-12-31$8,596,827
Total non interest bearing cash at end of year2018-12-31$7,843,558
Total non interest bearing cash at beginning of year2018-12-31$3,656,929
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,053,269,413
Value of net assets at end of year (total assets less liabilities)2018-12-31$8,614,297,789
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$9,667,567,202
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31Yes
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2018-12-31$22,516
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Assets. partnership/joint venture interests at end of year2018-12-31$858,080,157
Assets. partnership/joint venture interests at beginning of year2018-12-31$210,731,590
Investment advisory and management fees2018-12-31$14,927,941
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$11,511,510
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$522,663,930
Income. Interest from loans (other than to participants)2018-12-31$1,957,939
Interest earned on other investments2018-12-31$4,959,627
Income. Interest from US Government securities2018-12-31$15,701,332
Income. Interest from corporate debt instruments2018-12-31$58,584,936
Value of interest in common/collective trusts at end of year2018-12-31$1,076,882,529
Value of interest in common/collective trusts at beginning of year2018-12-31$1,247,239,016
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$293,868,437
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$356,917,189
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$356,917,189
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$6,730,933
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$3,644,521
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$3,738,238
Asset value of US Government securities at end of year2018-12-31$619,405,352
Asset value of US Government securities at beginning of year2018-12-31$638,933,292
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$8,410,669
Net investment gain or loss from common/collective trusts2018-12-31$-77,356,487
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$955,773,327
Employer contributions (assets) at end of year2018-12-31$925,387,669
Employer contributions (assets) at beginning of year2018-12-31$904,336,913
Income. Dividends from preferred stock2018-12-31$39,092
Income. Dividends from common stock2018-12-31$76,885,756
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,537,203,090
Asset. Corporate debt instrument preferred debt at end of year2018-12-31$351,629,862
Asset. Corporate debt instrument preferred debt at beginning of year2018-12-31$347,243,799
Asset. Corporate debt instrument debt (other) at end of year2018-12-31$895,445,058
Asset. Corporate debt instrument debt (other) at beginning of year2018-12-31$852,838,445
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$3,186,900,735
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$4,307,290,528
Assets. Value of buildings and other operty used in plan operation at end of year2018-12-31$48,739,379
Assets. Value of buildings and other operty used in plan operation at beginning of year2018-12-31$46,482,273
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$3,421,860,916
Aggregate carrying amount (costs) on sale of assets2018-12-31$3,463,825,104
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2018-12-31410746749
2017 : RETIREMENT SECURITY PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$819,628,277
Total unrealized appreciation/depreciation of assets2017-12-31$819,628,277
Total transfer of assets to this plan2017-12-31$2,898
Total transfer of assets from this plan2017-12-31$84,604
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$65,511,485
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$80,567,286
Expenses. Interest paid2017-12-31$28,453
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022017-12-31$28,453
Total income from all sources (including contributions)2017-12-31$2,333,913,845
Total loss/gain on sale of assets2017-12-31$36,374,207
Total of all expenses incurred2017-12-31$1,260,553,918
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,198,535,133
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$929,480,355
Value of total assets at end of year2017-12-31$9,733,078,687
Value of total assets at beginning of year2017-12-31$8,674,856,267
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$61,990,332
Total interest from all sources2017-12-31$80,628,477
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$79,599,254
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$4,850,816
Assets. Corporate prefeered stocks other than exployer securities at end of year2017-12-31$2,408,414
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2017-12-31$230,369
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$10,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$6,362,428
Participant contributions at end of year2017-12-31$89,090
Participant contributions at beginning of year2017-12-31$52,284
Assets. Other investments not covered elsewhere at end of year2017-12-31$227,739,939
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$284,742,704
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$28,163,829
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$31,442,381
Assets. Loans (other than to participants) at end of year2017-12-31$32,605,273
Assets. Loans (other than to participants) at beginning of year2017-12-31$27,949,850
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$56,914,658
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$74,393,846
Other income not declared elsewhere2017-12-31$4,920,596
Administrative expenses (other) incurred2017-12-31$41,734,211
Liabilities. Value of operating payables at end of year2017-12-31$8,596,827
Liabilities. Value of operating payables at beginning of year2017-12-31$6,173,440
Total non interest bearing cash at end of year2017-12-31$3,656,929
Total non interest bearing cash at beginning of year2017-12-31$21,041,750
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$1,073,359,927
Value of net assets at end of year (total assets less liabilities)2017-12-31$9,667,567,202
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$8,594,288,981
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31Yes
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2017-12-31$1,244,260
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Assets. partnership/joint venture interests at end of year2017-12-31$210,731,590
Assets. partnership/joint venture interests at beginning of year2017-12-31$484,098,062
Investment advisory and management fees2017-12-31$15,405,305
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$522,663,930
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$10,744,509
Income. Interest from loans (other than to participants)2017-12-31$1,926,642
Interest earned on other investments2017-12-31$6,163,519
Income. Interest from US Government securities2017-12-31$13,980,794
Income. Interest from corporate debt instruments2017-12-31$54,224,485
Value of interest in common/collective trusts at end of year2017-12-31$1,247,239,016
Value of interest in common/collective trusts at beginning of year2017-12-31$1,119,100,951
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$356,917,189
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$361,933,810
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$361,933,810
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$4,333,037
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$3,738,238
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$3,859,098
Asset value of US Government securities at end of year2017-12-31$638,933,292
Asset value of US Government securities at beginning of year2017-12-31$651,863,497
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$116,144,615
Net investment gain or loss from common/collective trusts2017-12-31$267,138,064
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$923,117,927
Employer contributions (assets) at end of year2017-12-31$904,336,913
Employer contributions (assets) at beginning of year2017-12-31$895,848,936
Income. Dividends from preferred stock2017-12-31$2,550
Income. Dividends from common stock2017-12-31$79,596,704
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,198,535,133
Asset. Corporate debt instrument preferred debt at end of year2017-12-31$347,243,799
Asset. Corporate debt instrument preferred debt at beginning of year2017-12-31$361,433,788
Asset. Corporate debt instrument debt (other) at end of year2017-12-31$852,838,445
Asset. Corporate debt instrument debt (other) at beginning of year2017-12-31$788,320,434
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$4,307,290,528
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$3,593,589,369
Assets. Value of buildings and other operty used in plan operation at end of year2017-12-31$46,482,273
Assets. Value of buildings and other operty used in plan operation at beginning of year2017-12-31$38,604,475
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$3,071,660,966
Aggregate carrying amount (costs) on sale of assets2017-12-31$3,035,286,759
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2017-12-31410746749
2016 : RETIREMENT SECURITY PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$396,453,304
Total unrealized appreciation/depreciation of assets2016-12-31$396,453,304
Total transfer of assets to this plan2016-12-31$33,085,174
Total transfer of assets from this plan2016-12-31$597,520
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$80,567,286
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$85,648,297
Expenses. Interest paid2016-12-31$165,765
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022016-12-31$165,765
Total income from all sources (including contributions)2016-12-31$1,637,104,581
Total loss/gain on sale of assets2016-12-31$37,057,905
Total of all expenses incurred2016-12-31$1,074,950,367
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,018,545,291
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$917,776,210
Value of total assets at end of year2016-12-31$8,674,856,267
Value of total assets at beginning of year2016-12-31$8,085,295,410
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$56,239,311
Total interest from all sources2016-12-31$77,357,298
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$82,055,910
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$5,145,860
Assets. Corporate prefeered stocks other than exployer securities at end of year2016-12-31$230,369
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2016-12-31$7,508,500
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$10,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$6,270,395
Participant contributions at end of year2016-12-31$52,284
Participant contributions at beginning of year2016-12-31$64,414
Assets. Other investments not covered elsewhere at end of year2016-12-31$284,742,704
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$213,507,498
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$31,442,381
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$24,821,483
Assets. Loans (other than to participants) at end of year2016-12-31$27,949,850
Assets. Loans (other than to participants) at beginning of year2016-12-31$45,955,495
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$74,393,846
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$82,409,396
Other income not declared elsewhere2016-12-31$2,468,676
Administrative expenses (other) incurred2016-12-31$38,829,507
Liabilities. Value of operating payables at end of year2016-12-31$6,173,440
Liabilities. Value of operating payables at beginning of year2016-12-31$3,238,901
Total non interest bearing cash at end of year2016-12-31$21,041,750
Total non interest bearing cash at beginning of year2016-12-31$904,534
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$562,154,214
Value of net assets at end of year (total assets less liabilities)2016-12-31$8,594,288,981
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$7,999,647,113
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Assets. partnership/joint venture interests at end of year2016-12-31$484,098,062
Assets. partnership/joint venture interests at beginning of year2016-12-31$36,455,149
Investment advisory and management fees2016-12-31$12,263,944
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$10,744,509
Income. Interest from loans (other than to participants)2016-12-31$3,280,665
Interest earned on other investments2016-12-31$6,262,541
Income. Interest from US Government securities2016-12-31$14,381,550
Income. Interest from corporate debt instruments2016-12-31$50,927,057
Value of interest in common/collective trusts at end of year2016-12-31$1,119,100,951
Value of interest in common/collective trusts at beginning of year2016-12-31$1,432,619,648
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$361,933,810
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$393,765,873
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$393,765,873
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$2,505,485
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$3,859,098
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$3,974,125
Asset value of US Government securities at end of year2016-12-31$651,863,497
Asset value of US Government securities at beginning of year2016-12-31$637,615,711
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$251,069
Net investment gain or loss from common/collective trusts2016-12-31$123,684,209
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$911,505,815
Employer contributions (assets) at end of year2016-12-31$895,848,936
Employer contributions (assets) at beginning of year2016-12-31$850,320,100
Income. Dividends from preferred stock2016-12-31$2,849
Income. Dividends from common stock2016-12-31$82,053,061
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,018,545,291
Asset. Corporate debt instrument preferred debt at end of year2016-12-31$361,433,788
Asset. Corporate debt instrument preferred debt at beginning of year2016-12-31$284,507,840
Asset. Corporate debt instrument debt (other) at end of year2016-12-31$788,320,434
Asset. Corporate debt instrument debt (other) at beginning of year2016-12-31$713,526,297
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$3,593,589,369
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$3,409,501,305
Assets. Value of buildings and other operty used in plan operation at end of year2016-12-31$38,604,475
Assets. Value of buildings and other operty used in plan operation at beginning of year2016-12-31$30,247,438
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$5,275,139,757
Aggregate carrying amount (costs) on sale of assets2016-12-31$5,238,081,852
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2016-12-31410746749
2015 : RETIREMENT SECURITY PLAN 2015 401k financial data
Unrealized appreciation/depreciation of real estate assets2015-12-31$-243,761,873
Total unrealized appreciation/depreciation of assets2015-12-31$-243,761,873
Total transfer of assets to this plan2015-12-31$22,475,291
Total transfer of assets from this plan2015-12-31$18,285,220
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$85,648,297
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$77,095,269
Expenses. Interest paid2015-12-31$5,724
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022015-12-31$5,724
Total income from all sources (including contributions)2015-12-31$716,447,253
Total loss/gain on sale of assets2015-12-31$-26,295,289
Total of all expenses incurred2015-12-31$1,201,266,461
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,154,052,754
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$870,602,675
Value of total assets at end of year2015-12-31$8,085,295,410
Value of total assets at beginning of year2015-12-31$8,557,371,519
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$47,207,983
Total interest from all sources2015-12-31$73,856,103
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$88,020,089
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$4,091,708
Assets. Corporate prefeered stocks other than exployer securities at end of year2015-12-31$7,508,500
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$10,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$5,683,828
Participant contributions at end of year2015-12-31$64,414
Participant contributions at beginning of year2015-12-31$29,930
Assets. Other investments not covered elsewhere at end of year2015-12-31$213,507,498
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$207,600,885
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$24,821,483
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$34,740,427
Assets. Loans (other than to participants) at end of year2015-12-31$45,955,495
Assets. Loans (other than to participants) at beginning of year2015-12-31$50,177,564
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$82,409,396
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$73,027,819
Administrative expenses (other) incurred2015-12-31$30,198,726
Liabilities. Value of operating payables at end of year2015-12-31$3,238,901
Liabilities. Value of operating payables at beginning of year2015-12-31$4,067,450
Total non interest bearing cash at end of year2015-12-31$904,534
Total non interest bearing cash at beginning of year2015-12-31$5,355,054
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-484,819,208
Value of net assets at end of year (total assets less liabilities)2015-12-31$7,999,647,113
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$8,480,276,250
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31Yes
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2015-12-31$986,173
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Assets. partnership/joint venture interests at end of year2015-12-31$36,455,149
Assets. partnership/joint venture interests at beginning of year2015-12-31$26,248,941
Investment advisory and management fees2015-12-31$12,917,549
Income. Interest from loans (other than to participants)2015-12-31$3,897,877
Interest earned on other investments2015-12-31$5,330,822
Income. Interest from US Government securities2015-12-31$13,920,151
Income. Interest from corporate debt instruments2015-12-31$49,551,886
Value of interest in common/collective trusts at end of year2015-12-31$1,432,619,648
Value of interest in common/collective trusts at beginning of year2015-12-31$1,122,208,689
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$393,765,873
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$389,612,401
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$389,612,401
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$1,155,367
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$3,974,125
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$4,137,819
Asset value of US Government securities at end of year2015-12-31$637,615,711
Asset value of US Government securities at beginning of year2015-12-31$650,378,766
Net investment gain or loss from common/collective trusts2015-12-31$-45,974,452
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$864,918,847
Employer contributions (assets) at end of year2015-12-31$850,320,100
Employer contributions (assets) at beginning of year2015-12-31$782,380,413
Income. Dividends from preferred stock2015-12-31$130,812
Income. Dividends from common stock2015-12-31$87,889,277
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,154,052,754
Asset. Corporate debt instrument preferred debt at end of year2015-12-31$284,507,840
Asset. Corporate debt instrument preferred debt at beginning of year2015-12-31$343,834,178
Asset. Corporate debt instrument debt (other) at end of year2015-12-31$713,526,297
Asset. Corporate debt instrument debt (other) at beginning of year2015-12-31$696,363,374
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$3,409,501,305
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$4,214,580,190
Assets. Value of buildings and other operty used in plan operation at end of year2015-12-31$30,247,438
Assets. Value of buildings and other operty used in plan operation at beginning of year2015-12-31$29,722,888
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$5,139,182,574
Aggregate carrying amount (costs) on sale of assets2015-12-31$5,165,477,863
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31BDO
Accountancy firm EIN2015-12-31135381590
2014 : RETIREMENT SECURITY PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$289,155,523
Total unrealized appreciation/depreciation of assets2014-12-31$289,155,523
Total transfer of assets to this plan2014-12-31$10,200,068
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$77,095,269
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$154,189,347
Expenses. Interest paid2014-12-31$15,018
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022014-12-31$15,018
Total income from all sources (including contributions)2014-12-31$1,299,708,262
Total loss/gain on sale of assets2014-12-31$26,329,035
Total of all expenses incurred2014-12-31$1,272,511,105
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,248,628,227
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$816,166,633
Value of total assets at end of year2014-12-31$8,557,371,519
Value of total assets at beginning of year2014-12-31$8,597,068,372
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$23,867,860
Total interest from all sources2014-12-31$73,048,602
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$93,319,642
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$3,744,308
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$10,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$5,632,039
Participant contributions at end of year2014-12-31$29,930
Participant contributions at beginning of year2014-12-31$37,168
Assets. Other investments not covered elsewhere at end of year2014-12-31$207,600,885
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$184,457,568
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$34,740,427
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$34,280,167
Assets. Loans (other than to participants) at end of year2014-12-31$50,177,564
Assets. Loans (other than to participants) at beginning of year2014-12-31$52,069,441
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$73,027,819
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$150,400,992
Administrative expenses (other) incurred2014-12-31$4,455,737
Liabilities. Value of operating payables at end of year2014-12-31$4,067,450
Liabilities. Value of operating payables at beginning of year2014-12-31$3,788,355
Total non interest bearing cash at end of year2014-12-31$5,355,054
Total non interest bearing cash at beginning of year2014-12-31$4,077,051
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$27,197,157
Value of net assets at end of year (total assets less liabilities)2014-12-31$8,480,276,250
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$8,442,879,025
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Assets. partnership/joint venture interests at end of year2014-12-31$26,248,941
Assets. partnership/joint venture interests at beginning of year2014-12-31$13,176,461
Investment advisory and management fees2014-12-31$15,667,815
Income. Interest from loans (other than to participants)2014-12-31$3,892,193
Interest earned on other investments2014-12-31$5,132,890
Income. Interest from US Government securities2014-12-31$13,200,880
Income. Interest from corporate debt instruments2014-12-31$49,851,874
Value of interest in common/collective trusts at end of year2014-12-31$1,122,208,689
Value of interest in common/collective trusts at beginning of year2014-12-31$1,120,519,862
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$389,612,401
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$853,600,281
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$853,600,281
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$970,765
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$4,137,819
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$4,308,731
Asset value of US Government securities at end of year2014-12-31$650,378,766
Asset value of US Government securities at beginning of year2014-12-31$620,075,011
Net investment gain or loss from common/collective trusts2014-12-31$1,688,827
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$810,534,594
Employer contributions (assets) at end of year2014-12-31$782,380,413
Employer contributions (assets) at beginning of year2014-12-31$768,370,508
Income. Dividends from common stock2014-12-31$93,319,642
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,248,628,227
Asset. Corporate debt instrument preferred debt at end of year2014-12-31$343,834,178
Asset. Corporate debt instrument preferred debt at beginning of year2014-12-31$302,621,750
Asset. Corporate debt instrument debt (other) at end of year2014-12-31$696,363,374
Asset. Corporate debt instrument debt (other) at beginning of year2014-12-31$705,775,662
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$4,214,580,190
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$3,920,690,106
Assets. Value of buildings and other operty used in plan operation at end of year2014-12-31$29,722,888
Assets. Value of buildings and other operty used in plan operation at beginning of year2014-12-31$13,008,605
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$3,112,381,242
Aggregate carrying amount (costs) on sale of assets2014-12-31$3,086,052,207
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31BDO
Accountancy firm EIN2014-12-31135381590
2013 : RETIREMENT SECURITY PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$828,909,287
Total unrealized appreciation/depreciation of assets2013-12-31$828,909,287
Total transfer of assets to this plan2013-12-31$60,600
Total transfer of assets from this plan2013-12-31$80,842
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$154,189,347
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$151,119,567
Expenses. Interest paid2013-12-31$100,446
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022013-12-31$100,446
Total income from all sources (including contributions)2013-12-31$2,042,092,300
Total loss/gain on sale of assets2013-12-31$59,021,008
Total of all expenses incurred2013-12-31$1,225,714,601
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,202,154,784
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$805,919,381
Value of total assets at end of year2013-12-31$8,597,068,372
Value of total assets at beginning of year2013-12-31$7,777,641,135
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$23,459,371
Total interest from all sources2013-12-31$71,740,909
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$75,518,255
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Assets. Real estate other than employer real property at end of year2013-12-31$0
Assets. Real estate other than employer real property at beginning of year2013-12-31$0
Administrative expenses professional fees incurred2013-12-31$3,546,532
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$10,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$5,409,823
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$0
Participant contributions at end of year2013-12-31$37,168
Assets. Other investments not covered elsewhere at end of year2013-12-31$184,457,568
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$67,312,387
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$34,280,167
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$21,484,791
Assets. Loans (other than to participants) at end of year2013-12-31$52,069,441
Assets. Loans (other than to participants) at beginning of year2013-12-31$63,744,164
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$150,400,992
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$148,182,638
Administrative expenses (other) incurred2013-12-31$6,538,438
Liabilities. Value of operating payables at end of year2013-12-31$3,788,355
Liabilities. Value of operating payables at beginning of year2013-12-31$2,936,929
Total non interest bearing cash at end of year2013-12-31$4,077,051
Total non interest bearing cash at beginning of year2013-12-31$2,553,574
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$816,377,699
Value of net assets at end of year (total assets less liabilities)2013-12-31$8,442,879,025
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$7,626,521,568
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Assets. partnership/joint venture interests at end of year2013-12-31$13,176,461
Assets. partnership/joint venture interests at beginning of year2013-12-31$2,626,684
Investment advisory and management fees2013-12-31$13,374,401
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$0
Value of interest in pooled separate accounts at end of year2013-12-31$0
Value of interest in pooled separate accounts at beginning of year2013-12-31$0
Income. Interest from loans (other than to participants)2013-12-31$3,689,549
Interest earned on other investments2013-12-31$3,969,687
Income. Interest from US Government securities2013-12-31$12,104,785
Income. Interest from corporate debt instruments2013-12-31$48,640,493
Value of interest in master investment trust accounts at end of year2013-12-31$0
Value of interest in master investment trust accounts at beginning of year2013-12-31$0
Value of interest in common/collective trusts at end of year2013-12-31$1,120,519,862
Value of interest in common/collective trusts at beginning of year2013-12-31$519,536,402
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$853,600,281
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$344,792,400
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$344,792,400
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$3,336,395
Assets. Value of investments in 103.12 investment entities at end of year2013-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2013-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$4,308,731
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$4,278,229
Asset value of US Government securities at end of year2013-12-31$620,075,011
Asset value of US Government securities at beginning of year2013-12-31$589,199,873
Net investment gain or loss from common/collective trusts2013-12-31$200,983,460
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Assets. Invements in employer securities at end of year2013-12-31$0
Assets. Invements in employer securities at beginning of year2013-12-31$0
Assets. Value of employer real property at end of year2013-12-31$0
Assets. Value of employer real property at beginning of year2013-12-31$0
Contributions received in cash from employer2013-12-31$800,509,558
Employer contributions (assets) at end of year2013-12-31$768,370,508
Employer contributions (assets) at beginning of year2013-12-31$2,553,656,460
Income. Dividends from common stock2013-12-31$75,518,255
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,202,154,784
Asset. Corporate debt instrument preferred debt at end of year2013-12-31$302,621,750
Asset. Corporate debt instrument preferred debt at beginning of year2013-12-31$245,720,547
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$705,775,662
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$657,942,865
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$3,920,690,106
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$2,698,125,613
Liabilities. Value of benefit claims payable at end of year2013-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2013-12-31$13,008,605
Assets. Value of buildings and other operty used in plan operation at beginning of year2013-12-31$6,667,146
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$3,394,392,707
Aggregate carrying amount (costs) on sale of assets2013-12-31$3,335,371,699
Liabilities. Value of acquisition indebtedness at end of year2013-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2013-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31BDO
Accountancy firm EIN2013-12-31135381590
2012 : RETIREMENT SECURITY PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$355,942,882
Total unrealized appreciation/depreciation of assets2012-12-31$355,942,882
Total transfer of assets to this plan2012-12-31$9,886,166
Total transfer of assets from this plan2012-12-31$9,300,978
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$151,119,567
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$219,373,692
Expenses. Interest paid2012-12-31$316,882
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022012-12-31$316,882
Total income from all sources (including contributions)2012-12-31$3,216,581,767
Total loss/gain on sale of assets2012-12-31$61,575,367
Total of all expenses incurred2012-12-31$1,036,615,490
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$998,653,959
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$2,588,881,298
Value of total assets at end of year2012-12-31$7,777,641,135
Value of total assets at beginning of year2012-12-31$5,665,343,795
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$37,644,649
Total interest from all sources2012-12-31$69,738,300
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$69,917,577
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$4,023,529
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$10,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$4,866,582
Participant contributions at end of year2012-12-31$0
Participant contributions at beginning of year2012-12-31$5,272
Assets. Other investments not covered elsewhere at end of year2012-12-31$67,312,387
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$49,241,580
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$21,484,791
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$72,388,132
Assets. Loans (other than to participants) at end of year2012-12-31$63,744,164
Assets. Loans (other than to participants) at beginning of year2012-12-31$70,219,516
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$148,182,638
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$217,758,260
Administrative expenses (other) incurred2012-12-31$22,219,425
Liabilities. Value of operating payables at end of year2012-12-31$2,936,929
Liabilities. Value of operating payables at beginning of year2012-12-31$1,615,432
Total non interest bearing cash at end of year2012-12-31$2,553,574
Total non interest bearing cash at beginning of year2012-12-31$3,149,777
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$2,179,966,277
Value of net assets at end of year (total assets less liabilities)2012-12-31$7,626,521,568
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$5,445,970,103
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Assets. partnership/joint venture interests at end of year2012-12-31$2,626,684
Assets. partnership/joint venture interests at beginning of year2012-12-31$2,699,929
Investment advisory and management fees2012-12-31$10,733,062
Income. Interest from loans (other than to participants)2012-12-31$3,175,785
Interest earned on other investments2012-12-31$2,835,838
Income. Interest from US Government securities2012-12-31$12,821,599
Income. Interest from corporate debt instruments2012-12-31$47,960,118
Value of interest in common/collective trusts at end of year2012-12-31$519,536,402
Value of interest in common/collective trusts at beginning of year2012-12-31$449,010,059
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$344,792,400
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$449,785,180
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$449,785,180
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$2,944,960
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$4,278,229
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$4,229,821
Asset value of US Government securities at end of year2012-12-31$589,199,873
Asset value of US Government securities at beginning of year2012-12-31$531,127,379
Net investment gain or loss from common/collective trusts2012-12-31$70,526,343
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$2,584,014,716
Employer contributions (assets) at end of year2012-12-31$2,553,656,460
Employer contributions (assets) at beginning of year2012-12-31$827,164,549
Income. Dividends from common stock2012-12-31$69,917,577
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$998,653,959
Asset. Corporate debt instrument preferred debt at end of year2012-12-31$245,720,547
Asset. Corporate debt instrument preferred debt at beginning of year2012-12-31$260,657,926
Asset. Corporate debt instrument debt (other) at end of year2012-12-31$657,942,865
Asset. Corporate debt instrument debt (other) at beginning of year2012-12-31$600,719,992
Contract administrator fees2012-12-31$668,633
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$2,698,125,613
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$2,335,064,029
Assets. Value of buildings and other operty used in plan operation at end of year2012-12-31$6,667,146
Assets. Value of buildings and other operty used in plan operation at beginning of year2012-12-31$9,880,654
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$3,672,041,804
Aggregate carrying amount (costs) on sale of assets2012-12-31$3,610,466,437
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31BDO
Accountancy firm EIN2012-12-31135381590
2011 : RETIREMENT SECURITY PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-42,653,138
Total unrealized appreciation/depreciation of assets2011-12-31$-42,653,138
Total transfer of assets to this plan2011-12-31$24,538
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$219,373,692
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$192,398,771
Expenses. Interest paid2011-12-31$1,957,052
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022011-12-31$1,957,052
Total income from all sources (including contributions)2011-12-31$895,175,377
Total loss/gain on sale of assets2011-12-31$16,566,264
Total of all expenses incurred2011-12-31$843,467,204
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$817,208,658
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$843,781,480
Value of total assets at end of year2011-12-31$5,665,343,795
Value of total assets at beginning of year2011-12-31$5,586,636,163
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$24,301,494
Total interest from all sources2011-12-31$70,651,623
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$56,351,009
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$3,642,952
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$10,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$4,769,377
Participant contributions at end of year2011-12-31$5,272
Participant contributions at beginning of year2011-12-31$10,878
Assets. Other investments not covered elsewhere at end of year2011-12-31$49,241,580
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$40,689,819
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$72,388,132
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$19,141,905
Assets. Loans (other than to participants) at end of year2011-12-31$70,219,516
Assets. Loans (other than to participants) at beginning of year2011-12-31$88,155,676
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$217,758,260
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$190,562,493
Administrative expenses (other) incurred2011-12-31$11,652,915
Liabilities. Value of operating payables at end of year2011-12-31$1,615,432
Liabilities. Value of operating payables at beginning of year2011-12-31$1,836,278
Total non interest bearing cash at end of year2011-12-31$3,149,777
Total non interest bearing cash at beginning of year2011-12-31$8,738,906
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$51,708,173
Value of net assets at end of year (total assets less liabilities)2011-12-31$5,445,970,103
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$5,394,237,392
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Assets. partnership/joint venture interests at end of year2011-12-31$2,699,929
Assets. partnership/joint venture interests at beginning of year2011-12-31$3,831,878
Investment advisory and management fees2011-12-31$8,947,580
Income. Interest from loans (other than to participants)2011-12-31$3,898,716
Interest earned on other investments2011-12-31$2,761,891
Income. Interest from US Government securities2011-12-31$11,606,551
Income. Interest from corporate debt instruments2011-12-31$50,183,894
Value of interest in common/collective trusts at end of year2011-12-31$449,010,059
Value of interest in common/collective trusts at beginning of year2011-12-31$449,004,806
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$449,785,180
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$373,166,247
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$373,166,247
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$2,200,571
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$4,229,821
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$4,370,169
Asset value of US Government securities at end of year2011-12-31$531,127,379
Asset value of US Government securities at beginning of year2011-12-31$523,872,814
Net investment gain or loss from common/collective trusts2011-12-31$-49,521,861
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$839,012,103
Employer contributions (assets) at end of year2011-12-31$827,164,549
Employer contributions (assets) at beginning of year2011-12-31$851,214,324
Income. Dividends from common stock2011-12-31$56,351,009
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$817,208,658
Asset. Corporate debt instrument preferred debt at end of year2011-12-31$260,657,926
Asset. Corporate debt instrument preferred debt at beginning of year2011-12-31$241,752,501
Asset. Corporate debt instrument debt (other) at end of year2011-12-31$600,719,992
Asset. Corporate debt instrument debt (other) at beginning of year2011-12-31$584,155,665
Contract administrator fees2011-12-31$58,047
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$2,335,064,029
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$2,392,060,227
Assets. Value of buildings and other operty used in plan operation at end of year2011-12-31$9,880,654
Assets. Value of buildings and other operty used in plan operation at beginning of year2011-12-31$6,470,348
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$3,111,182,437
Aggregate carrying amount (costs) on sale of assets2011-12-31$3,094,616,173
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31BDO
Accountancy firm EIN2011-12-31135381590
2010 : RETIREMENT SECURITY PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$333,402,738
Total unrealized appreciation/depreciation of assets2010-12-31$333,402,738
Total transfer of assets to this plan2010-12-31$558,125
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$192,398,771
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$95,716,587
Total income from all sources (including contributions)2010-12-31$1,579,613,712
Total loss/gain on sale of assets2010-12-31$13,883,108
Total of all expenses incurred2010-12-31$903,174,245
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$879,813,212
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,089,494,920
Value of total assets at end of year2010-12-31$5,586,636,163
Value of total assets at beginning of year2010-12-31$4,812,956,387
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$23,361,033
Total interest from all sources2010-12-31$71,678,055
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$47,800,936
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$2,051,877
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2010-12-31$498,079
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$10,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$4,521,014
Participant contributions at end of year2010-12-31$10,878
Participant contributions at beginning of year2010-12-31$799
Assets. Other investments not covered elsewhere at end of year2010-12-31$40,689,819
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$16,796,445
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$19,141,905
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$18,955,917
Assets. Loans (other than to participants) at end of year2010-12-31$88,155,676
Assets. Loans (other than to participants) at beginning of year2010-12-31$90,005,944
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$190,562,493
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$93,478,667
Administrative expenses (other) incurred2010-12-31$12,852,425
Liabilities. Value of operating payables at end of year2010-12-31$1,836,278
Liabilities. Value of operating payables at beginning of year2010-12-31$2,237,920
Total non interest bearing cash at end of year2010-12-31$8,738,906
Total non interest bearing cash at beginning of year2010-12-31$5,943,748
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$676,439,467
Value of net assets at end of year (total assets less liabilities)2010-12-31$5,394,237,392
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$4,717,239,800
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Assets. partnership/joint venture interests at end of year2010-12-31$3,831,878
Assets. partnership/joint venture interests at beginning of year2010-12-31$4,026,442
Investment advisory and management fees2010-12-31$8,398,684
Income. Interest from loans (other than to participants)2010-12-31$5,232,587
Interest earned on other investments2010-12-31$2,694,987
Income. Interest from US Government securities2010-12-31$11,560,566
Income. Interest from corporate debt instruments2010-12-31$51,134,961
Value of interest in common/collective trusts at end of year2010-12-31$449,004,806
Value of interest in common/collective trusts at beginning of year2010-12-31$445,650,851
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$373,166,247
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$289,968,260
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$289,968,260
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$1,054,954
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$4,370,169
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$4,499,542
Asset value of US Government securities at end of year2010-12-31$523,872,814
Asset value of US Government securities at beginning of year2010-12-31$415,252,697
Net investment gain or loss from common/collective trusts2010-12-31$23,353,955
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$1,084,973,906
Employer contributions (assets) at end of year2010-12-31$851,214,324
Employer contributions (assets) at beginning of year2010-12-31$599,396,141
Income. Dividends from common stock2010-12-31$47,800,936
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$879,813,212
Asset. Corporate debt instrument preferred debt at end of year2010-12-31$241,752,501
Asset. Corporate debt instrument preferred debt at beginning of year2010-12-31$214,573,840
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$584,155,665
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$557,599,064
Contract administrator fees2010-12-31$58,047
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$2,392,060,227
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$2,143,431,805
Assets. Value of buildings and other operty used in plan operation at end of year2010-12-31$6,470,348
Assets. Value of buildings and other operty used in plan operation at beginning of year2010-12-31$6,356,813
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$3,406,971,004
Aggregate carrying amount (costs) on sale of assets2010-12-31$3,393,087,896
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31MCGLADREY & PULLEN, LLP
Accountancy firm EIN2010-12-31420714325
2009 : RETIREMENT SECURITY PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for RETIREMENT SECURITY PLAN

2022: RETIREMENT SECURITY PLAN 2022 form 5500 responses
2022-01-01Type of plan entityMulitple employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: RETIREMENT SECURITY PLAN 2021 form 5500 responses
2021-01-01Type of plan entityMulitple employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: RETIREMENT SECURITY PLAN 2020 form 5500 responses
2020-01-01Type of plan entityMulitple employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: RETIREMENT SECURITY PLAN 2019 form 5500 responses
2019-01-01Type of plan entityMulitple employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: RETIREMENT SECURITY PLAN 2018 form 5500 responses
2018-01-01Type of plan entityMulitple employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: RETIREMENT SECURITY PLAN 2017 form 5500 responses
2017-01-01Type of plan entityMulitple employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: RETIREMENT SECURITY PLAN 2016 form 5500 responses
2016-01-01Type of plan entityMulitple employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: RETIREMENT SECURITY PLAN 2015 form 5500 responses
2015-01-01Type of plan entityMulitple employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: RETIREMENT SECURITY PLAN 2014 form 5500 responses
2014-01-01Type of plan entityMulitple employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: RETIREMENT SECURITY PLAN 2013 form 5500 responses
2013-01-01Type of plan entityMulitple employer plan
2013-01-01Submission has been amendedYes
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: RETIREMENT SECURITY PLAN 2012 form 5500 responses
2012-01-01Type of plan entityMulitple employer plan
2012-01-01Submission has been amendedYes
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: RETIREMENT SECURITY PLAN 2011 form 5500 responses
2011-01-01Type of plan entityMulitple employer plan
2011-01-01Submission has been amendedYes
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: RETIREMENT SECURITY PLAN 2010 form 5500 responses
2010-01-01Type of plan entityMulitple employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: RETIREMENT SECURITY PLAN 2009 form 5500 responses
2009-01-01Type of plan entityMulitple employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract numberGA 834
Policy instance 2
Insurance contract or identification numberGA 834
Number of Individuals Covered3
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract numberGA 395
Policy instance 9
Insurance contract or identification numberGA 395
Number of Individuals Covered8
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract numberGA 1810
Policy instance 1
Insurance contract or identification numberGA 1810
Number of Individuals Covered21
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 81140 )
Policy contract numberAC 3890
Policy instance 3
Insurance contract or identification numberAC 3890
Number of Individuals Covered7
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
JOHN HANCOCK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65099 )
Policy contract number486 GAC
Policy instance 4
Insurance contract or identification number486 GAC
Number of Individuals Covered1
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
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
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number27244
Policy instance 5
Insurance contract or identification number27244
Number of Individuals Covered386
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number8809732
Policy instance 6
Insurance contract or identification number8809732
Number of Individuals Covered1
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract numberGA 853
Policy instance 8
Insurance contract or identification numberGA 853
Number of Individuals Covered2
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract numberGA 760
Policy instance 7
Insurance contract or identification numberGA 760
Number of Individuals Covered1
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract numberGA 1810
Policy instance 1
Insurance contract or identification numberGA 1810
Number of Individuals Covered23
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract numberGA 834
Policy instance 2
Insurance contract or identification numberGA 834
Number of Individuals Covered3
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 81140 )
Policy contract numberAC 3890
Policy instance 3
Insurance contract or identification numberAC 3890
Number of Individuals Covered7
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number8809732
Policy instance 5
Insurance contract or identification number8809732
Number of Individuals Covered1
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number27244
Policy instance 6
Insurance contract or identification number27244
Number of Individuals Covered382
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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 numberGA 395
Policy instance 7
Insurance contract or identification numberGA 395
Number of Individuals Covered9
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract numberGA 760
Policy instance 8
Insurance contract or identification numberGA 760
Number of Individuals Covered2
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract numberGA 853
Policy instance 9
Insurance contract or identification numberGA 853
Number of Individuals Covered2
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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
JOHN HANCOCK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65099 )
Policy contract number486 GAC
Policy instance 4
Insurance contract or identification number486 GAC
Number of Individuals Covered1
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
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
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract numberGA 834
Policy instance 1
Insurance contract or identification numberGA 834
Number of Individuals Covered3
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
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?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract numberGA 760
Policy instance 2
Insurance contract or identification numberGA 760
Number of Individuals Covered2
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
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?0
Are there contracts with allocated funds for group deferred annuity?Yes
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
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number8809732
Policy instance 3
Insurance contract or identification number8809732
Number of Individuals Covered0
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
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?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract numberGA 853
Policy instance 4
Insurance contract or identification numberGA 853
Number of Individuals Covered2
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
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?0
Are there contracts with allocated funds for group deferred annuity?Yes
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
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract numberGA 1810
Policy instance 5
Insurance contract or identification numberGA 1810
Number of Individuals Covered24
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
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?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number27244
Policy instance 6
Insurance contract or identification number27244
Number of Individuals Covered350
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?Yes
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
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract numberGA 395
Policy instance 9
Insurance contract or identification numberGA 395
Number of Individuals Covered9
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
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?0
Are there contracts with allocated funds for group deferred annuity?Yes
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
JOHN HANCOCK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65099 )
Policy contract number486 GAC
Policy instance 8
Insurance contract or identification number486 GAC
Number of Individuals Covered2
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
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
THE EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 81140 )
Policy contract numberAC 3890
Policy instance 7
Insurance contract or identification numberAC 3890
Number of Individuals Covered7
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
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?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract numberGA 1810
Policy instance 1
Insurance contract or identification numberGA 1810
Number of Individuals Covered24
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 allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract numberGA 760
Policy instance 10
Insurance contract or identification numberGA 760
Number of Individuals Covered3
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 allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number27244
Policy instance 9
Insurance contract or identification number27244
Number of Individuals Covered343
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 allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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
JOHN HANCOCK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65099 )
Policy contract number486 GAC
Policy instance 8
Insurance contract or identification number486 GAC
Number of Individuals Covered3
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 allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
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
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract numberGA 3-09626
Policy instance 7
Insurance contract or identification numberGA 3-09626
Number of Individuals Covered1
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 allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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
THE EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 81140 )
Policy contract numberAC 3890
Policy instance 6
Insurance contract or identification numberAC 3890
Number of Individuals Covered8
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 allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract numberGA 3-2581
Policy instance 4
Insurance contract or identification numberGA 3-2581
Number of Individuals Covered1
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 allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract numberGA 834
Policy instance 3
Insurance contract or identification numberGA 834
Number of Individuals Covered3
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 allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract numberGA 395
Policy instance 2
Insurance contract or identification numberGA 395
Number of Individuals Covered10
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 allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract numberGA 853
Policy instance 5
Insurance contract or identification numberGA 853
Number of Individuals Covered2
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 allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number8809732
Policy instance 11
Insurance contract or identification number8809732
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 allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number27244
Policy instance 2
Insurance contract or identification number27244
Number of Individuals Covered343
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 allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract numberGA 3-09626
Policy instance 1
Insurance contract or identification numberGA 3-09626
Number of Individuals Covered1
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 allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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
THE EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 81140 )
Policy contract numberAC 3890
Policy instance 11
Insurance contract or identification numberAC 3890
Number of Individuals Covered8
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 allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
JOHN HANCOCK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65099 )
Policy contract number486 GAC
Policy instance 10
Insurance contract or identification number486 GAC
Number of Individuals Covered3
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 allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
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
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract numberGA 853
Policy instance 9
Insurance contract or identification numberGA 853
Number of Individuals Covered2
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 allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract numberGA 760
Policy instance 8
Insurance contract or identification numberGA 760
Number of Individuals Covered3
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 allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract numberGA 834
Policy instance 6
Insurance contract or identification numberGA 834
Number of Individuals Covered4
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 allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract numberGA 395
Policy instance 5
Insurance contract or identification numberGA 395
Number of Individuals Covered11
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 allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number8809732
Policy instance 4
Insurance contract or identification number8809732
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 allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract numberGA 3-2581
Policy instance 3
Insurance contract or identification numberGA 3-2581
Number of Individuals Covered1
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 allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract numberGA 1810
Policy instance 7
Insurance contract or identification numberGA 1810
Number of Individuals Covered28
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 allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract numberGA 760
Policy instance 4
Insurance contract or identification numberGA 760
Number of Individuals Covered5
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 allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract numberGA 395
Policy instance 3
Insurance contract or identification numberGA 395
Number of Individuals Covered12
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 allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract numberGA 3-2581
Policy instance 2
Insurance contract or identification numberGA 3-2581
Number of Individuals Covered1
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 allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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
JOHN HANCOCK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65099 )
Policy contract number486 GAC
Policy instance 1
Insurance contract or identification number486 GAC
Number of Individuals Covered4
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 allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
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
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract numberGA 853
Policy instance 5
Insurance contract or identification numberGA 853
Number of Individuals Covered3
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 allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract numberGA 1810
Policy instance 6
Insurance contract or identification numberGA 1810
Number of Individuals Covered29
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 allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract numberGA 834
Policy instance 7
Insurance contract or identification numberGA 834
Number of Individuals Covered4
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 allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract numberGA 3-09626
Policy instance 8
Insurance contract or identification numberGA 3-09626
Number of Individuals Covered1
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 allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number8809732
Policy instance 9
Insurance contract or identification number8809732
Number of Individuals Covered0
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 allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number27244
Policy instance 10
Insurance contract or identification number27244
Number of Individuals Covered21
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 allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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
THE EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 81140 )
Policy contract numberAC 3890
Policy instance 11
Insurance contract or identification numberAC 3890
Number of Individuals Covered8
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 allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract numberGA 395
Policy instance 3
Insurance contract or identification numberGA 395
Number of Individuals Covered14
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
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number915998
Policy instance 12
Insurance contract or identification number915998
Number of Individuals Covered1
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?Yes
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
Other information about contractGROUP ANNUITY CONTRACT
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract numberGA 3-09626
Policy instance 11
Insurance contract or identification numberGA 3-09626
Number of Individuals Covered2
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
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract numberGA 3-55019
Policy instance 10
Insurance contract or identification numberGA 3-55019
Number of Individuals Covered1
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
THE EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 81140 )
Policy contract numberAC 3890
Policy instance 6
Insurance contract or identification numberAC 3890
Number of Individuals Covered15
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?Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract numberGA 853
Policy instance 5
Insurance contract or identification numberGA 853
Number of Individuals Covered3
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
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract numberGA 760
Policy instance 4
Insurance contract or identification numberGA 760
Number of Individuals Covered7
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
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract numberGA 3-2581
Policy instance 2
Insurance contract or identification numberGA 3-2581
Number of Individuals Covered1
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
JOHN HANCOCK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65099 )
Policy contract number486 GAC
Policy instance 1
Insurance contract or identification number486 GAC
Number of Individuals Covered6
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 Administration1
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
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract numberGA 834
Policy instance 8
Insurance contract or identification numberGA 834
Number of Individuals Covered6
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?Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract numberGA 1810
Policy instance 7
Insurance contract or identification numberGA 1810
Number of Individuals Covered32
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?Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number27244
Policy instance 9
Insurance contract or identification number27244
Number of Individuals Covered11
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
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract numberGA 834
Policy instance 1
Insurance contract or identification numberGA 834
Number of Individuals Covered7
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number915998
Policy instance 3
Insurance contract or identification number915998
Number of Individuals Covered1
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
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
Other information about contractGROUP ANNUITY CONTRACT
THE EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 81140 )
Policy contract numberAC 3890
Policy instance 2
Insurance contract or identification numberAC 3890
Number of Individuals Covered15
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract numberGA 3-55019
Policy instance 4
Insurance contract or identification numberGA 3-55019
Number of Individuals Covered1
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract numberGA 3-09626
Policy instance 12
Insurance contract or identification numberGA 3-09626
Number of Individuals Covered2
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number27244
Policy instance 11
Insurance contract or identification number27244
Number of Individuals Covered11
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract numberGA 1810
Policy instance 10
Insurance contract or identification numberGA 1810
Number of Individuals Covered32
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
JOHN HANCOCK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65099 )
Policy contract number486 GAC
Policy instance 9
Insurance contract or identification number486 GAC
Number of Individuals Covered6
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
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
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract numberGA 3-2581
Policy instance 5
Insurance contract or identification numberGA 3-2581
Number of Individuals Covered2
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract numberGA 853
Policy instance 8
Insurance contract or identification numberGA 853
Number of Individuals Covered3
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
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract numberGA 760
Policy instance 7
Insurance contract or identification numberGA 760
Number of Individuals Covered10
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract numberGA 395
Policy instance 6
Insurance contract or identification numberGA 395
Number of Individuals Covered14
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract numberGA 3-5519
Policy instance 4
Insurance contract or identification numberGA 3-5519
Number of Individuals Covered4
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract numberGA 395
Policy instance 4
Insurance contract or identification numberGA 395
Number of Individuals Covered14
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract numberGA 3-5519
Policy instance 5
Insurance contract or identification numberGA 3-5519
Number of Individuals Covered4
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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
THE EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 81140 )
Policy contract numberAC 3890
Policy instance 2
Insurance contract or identification numberAC 3890
Number of Individuals Covered15
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract numberGA 1810
Policy instance 7
Insurance contract or identification numberGA 1810
Number of Individuals Covered33
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract numberGA 3-09626
Policy instance 8
Insurance contract or identification numberGA 3-09626
Number of Individuals Covered2
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract numberG 3-2581
Policy instance 9
Insurance contract or identification numberG 3-2581
Number of Individuals Covered2
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract numberGA 760
Policy instance 11
Insurance contract or identification numberGA 760
Number of Individuals Covered11
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract numberGA 834
Policy instance 1
Insurance contract or identification numberGA 834
Number of Individuals Covered8
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract numberGA 853
Policy instance 2
Insurance contract or identification numberGA 853
Number of Individuals Covered4
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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
THE EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 81140 )
Policy contract numberAC 3890
Policy instance 1
Insurance contract or identification numberAC 3890
Number of Individuals Covered15
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract numberGA 3-09626
Policy instance 5
Insurance contract or identification numberGA 3-09626
Number of Individuals Covered2
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract numberG 3-2581
Policy instance 6
Insurance contract or identification numberG 3-2581
Number of Individuals Covered2
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract numberGA 395
Policy instance 7
Insurance contract or identification numberGA 395
Number of Individuals Covered14
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract numberGA 760
Policy instance 8
Insurance contract or identification numberGA 760
Number of Individuals Covered11
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract numberGA 853
Policy instance 9
Insurance contract or identification numberGA 853
Number of Individuals Covered4
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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
JOHN HANCOCK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65099 )
Policy contract number486 GAC
Policy instance 10
Insurance contract or identification number486 GAC
Number of Individuals Covered7
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
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
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract numberGA 1810
Policy instance 11
Insurance contract or identification numberGA 1810
Number of Individuals Covered33
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number915998
Policy instance 3
Insurance contract or identification number915998
Number of Individuals Covered1
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract numberGA 834
Policy instance 6
Insurance contract or identification numberGA 834
Number of Individuals Covered8
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract numberGA 395
Policy instance 9
Insurance contract or identification numberGA 395
Number of Individuals Covered14
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
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
THE EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 81140 )
Policy contract numberAC 3890
Policy instance 2
Insurance contract or identification numberAC 3890
Number of Individuals Covered16
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Other information about contractIMMEDIATE PARTICIPATION GUARANTEE
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number915998
Policy instance 3
Insurance contract or identification number915998
Number of Individuals Covered1
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
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
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract numberGA 3-5519
Policy instance 4
Insurance contract or identification numberGA 3-5519
Number of Individuals Covered4
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
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
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract numberGA 3-09626
Policy instance 5
Insurance contract or identification numberGA 3-09626
Number of Individuals Covered2
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
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
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract numberG 3-2581
Policy instance 6
Insurance contract or identification numberG 3-2581
Number of Individuals Covered2
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
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 numberGA 395
Policy instance 7
Insurance contract or identification numberGA 395
Number of Individuals Covered14
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
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 numberGA 853
Policy instance 9
Insurance contract or identification numberGA 853
Number of Individuals Covered4
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
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
JOHN HANCOCK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65099 )
Policy contract number486 GAC
Policy instance 10
Insurance contract or identification number486 GAC
Number of Individuals Covered7
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract numberGA-1810
Policy instance 11
Insurance contract or identification numberGA-1810
Number of Individuals Covered33
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
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 numberGA 853
Policy instance 1
Insurance contract or identification numberGA 853
Number of Individuals Covered4
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
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
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number915998
Policy instance 2
Insurance contract or identification number915998
Number of Individuals Covered1
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
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
THE EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 81140 )
Policy contract numberAC 3890
Policy instance 3
Insurance contract or identification numberAC 3890
Number of Individuals Covered16
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Other information about contractIMMEDIATE PARTICIPATION GUARANTEE
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract numberGA 3-09626
Policy instance 4
Insurance contract or identification numberGA 3-09626
Number of Individuals Covered2
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
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 numberGA 760
Policy instance 5
Insurance contract or identification numberGA 760
Number of Individuals Covered13
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
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
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract numberGA-1810
Policy instance 6
Insurance contract or identification numberGA-1810
Number of Individuals Covered33
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
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
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract numberGA 834
Policy instance 7
Insurance contract or identification numberGA 834
Number of Individuals Covered8
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Other information about contractIMMEDIATE PARTICIPATION GUARANTEE
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract numberGA 3-5519
Policy instance 8
Insurance contract or identification numberGA 3-5519
Number of Individuals Covered4
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
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
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract numberG 3-2581
Policy instance 11
Insurance contract or identification numberG 3-2581
Number of Individuals Covered2
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
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 numberGA 760
Policy instance 8
Insurance contract or identification numberGA 760
Number of Individuals Covered13
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
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
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract numberGA 834
Policy instance 1
Insurance contract or identification numberGA 834
Number of Individuals Covered8
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Other information about contractIMMEDIATE PARTICIPATION GUARANTEE
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract numberGA 3-09626
Policy instance 2
Insurance contract or identification numberGA 3-09626
Number of Individuals Covered2
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
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
THE EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 81140 )
Policy contract numberAC 3890
Policy instance 3
Insurance contract or identification numberAC 3890
Number of Individuals Covered16
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
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 types other than group deferred annuity or individual?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Other information about contractIMMEDIATE PARTICIPATION GUARANTEE
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract numberGA 760
Policy instance 4
Insurance contract or identification numberGA 760
Number of Individuals Covered16
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
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
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract numberG 3-2581
Policy instance 5
Insurance contract or identification numberG 3-2581
Number of Individuals Covered3
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
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
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract numberGA 834
Policy instance 6
Insurance contract or identification numberGA 834
Number of Individuals Covered9
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
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 types other than group deferred annuity or individual?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Other information about contractIMMEDIATE PARTICIPATION GUARANTEE
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number27244
Policy instance 7
Insurance contract or identification number27244
Number of Individuals Covered11
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
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
JOHN HANCOCK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65099 )
Policy contract number486 GAC
Policy instance 8
Insurance contract or identification number486 GAC
Number of Individuals Covered9
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contracts With Unallocated Funds Deposit Administration1
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 numberGA - 853
Policy instance 11
Insurance contract or identification numberGA - 853
Number of Individuals Covered5
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
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
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number915998
Policy instance 10
Insurance contract or identification number915998
Number of Individuals Covered1
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract numberGA 395
Policy instance 1
Insurance contract or identification numberGA 395
Number of Individuals Covered14
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
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
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract numberGA 3-5519
Policy instance 9
Insurance contract or identification numberGA 3-5519
Number of Individuals Covered4
Insurance policy start date2012-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract numberGA 834
Policy instance 1
Insurance contract or identification numberGA 834
Number of Individuals Covered9
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
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 types other than group deferred annuity or individual?Yes
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Other information about contractIMMEDIATE PARTICIPATION GUARANTEE
THE EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 81140 )
Policy contract numberAC 3890
Policy instance 2
Insurance contract or identification numberAC 3890
Number of Individuals Covered17
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Other information about contractIMMEDIATE PARTICIPATION GUARANTEE
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number915998
Policy instance 3
Insurance contract or identification number915998
Number of Individuals Covered1
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
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
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract numberGA 3-55019
Policy instance 4
Insurance contract or identification numberGA 3-55019
Number of Individuals Covered4
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
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
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract numberGA 3-09626
Policy instance 5
Insurance contract or identification numberGA 3-09626
Number of Individuals Covered2
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
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
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract numberG 3-2581
Policy instance 6
Insurance contract or identification numberG 3-2581
Number of Individuals Covered3
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
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 numberGA-853
Policy instance 9
Insurance contract or identification numberGA-853
Number of Individuals Covered5
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
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 numberGA 395
Policy instance 7
Insurance contract or identification numberGA 395
Number of Individuals Covered14
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
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 numberGA 760
Policy instance 8
Insurance contract or identification numberGA 760
Number of Individuals Covered16
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
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
JOHN HANCOCK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65099 )
Policy contract number486 GAC
Policy instance 10
Insurance contract or identification number486 GAC
Number of Individuals Covered2
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
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
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number27244
Policy instance 11
Insurance contract or identification number27244
Number of Individuals Covered11
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
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

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