401k Plan data: AFLAC INCORPORATED PUERTO RICO 401(K) PLAN plan

AFLAC INCORPORATED PUERTO RICO 401(K) PLAN 401k Plan overview

Plan Name	AFLAC INCORPORATED PUERTO RICO 401(K) PLAN
Plan identification number	005

AFLAC INCORPORATED PUERTO RICO 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Plan not intended to be qualified - A plan not intended to be qualified under Code sections 401, 403, or 408.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

AFLAC INCORPORATED has sponsored the creation of one or more 401k plans.

Company Name: AFLAC INCORPORATED

Employer identification number (EIN): 581167100

NAIC Classification: 524140

Additional information about AFLAC INCORPORATED

Jurisdiction of Incorporation: Georgia Department of States Corporations Division

Incorporation Date: 1973-04-27

Company Identification Number: 682169

Legal Registered Office Address: 1932 WYNNTON RD

COLUMBUS
United States of America (USA)
31999-0001

More information about AFLAC INCORPORATED

Form 5500 Filing Information

Submission information for form 5500 for 401k plan AFLAC INCORPORATED PUERTO RICO 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
005 2019-01-01 CATHRYN S. SMITHERMAN 2020-07-22 KELLI HENDERSON 2020-07-28
005 2018-01-01 RHONDA T. DAVIS 2019-06-26 KELLI HENDERSON 2019-06-26
005 2017-01-01 RHONDA T. DAVIS 2018-05-30 KELLI HENDERSON 2018-05-30
005 2016-01-01 RHONDA T. DAVIS JOHN HULL 2017-05-24
005 2015-01-01 RHONDA T. DAVIS JOHN HULL 2016-05-23
005 2014-11-01 RHONDA T DAVIS JOHN HULL 2015-08-14

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
005	2019-01-01	CATHRYN S. SMITHERMAN	2020-07-22	KELLI HENDERSON	2020-07-28
005	2018-01-01	RHONDA T. DAVIS	2019-06-26	KELLI HENDERSON	2019-06-26
005	2017-01-01	RHONDA T. DAVIS	2018-05-30	KELLI HENDERSON	2018-05-30
005	2016-01-01	RHONDA T. DAVIS		JOHN HULL	2017-05-24
005	2015-01-01	RHONDA T. DAVIS		JOHN HULL	2016-05-23
005	2014-11-01	RHONDA T DAVIS		JOHN HULL	2015-08-14

Plan Statistics for AFLAC INCORPORATED PUERTO RICO 401(K) PLAN

401k plan membership statisitcs for AFLAC INCORPORATED PUERTO RICO 401(K) PLAN

Measure Date Value
2016: AFLAC INCORPORATED PUERTO RICO 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 11
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 2
Total of all active and inactive participants 2016-01-01 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 13
Number of participants with account balances 2016-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 1
2015: AFLAC INCORPORATED PUERTO RICO 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 10
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 1
Total of all active and inactive participants 2015-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 11
Number of participants with account balances 2015-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 1
2014: AFLAC INCORPORATED PUERTO RICO 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-11-01 0
Total number of active participants reported on line 7a of the Form 5500 2014-11-01 9
Number of retired or separated participants receiving benefits 2014-11-01 0
Number of other retired or separated participants entitled to future benefits 2014-11-01 0
Total of all active and inactive participants 2014-11-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-11-01 0
Total participants 2014-11-01 9
Number of participants with account balances 2014-11-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-11-01 0

Measure	Date	Value
2016: AFLAC INCORPORATED PUERTO RICO 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	11
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	2
Total of all active and inactive participants	2016-01-01	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	13
Number of participants with account balances	2016-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	1
2015: AFLAC INCORPORATED PUERTO RICO 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	10
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	1
Total of all active and inactive participants	2015-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	11
Number of participants with account balances	2015-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	1
2014: AFLAC INCORPORATED PUERTO RICO 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-11-01	0
Total number of active participants reported on line 7a of the Form 5500	2014-11-01	9
Number of retired or separated participants receiving benefits	2014-11-01	0
Number of other retired or separated participants entitled to future benefits	2014-11-01	0
Total of all active and inactive participants	2014-11-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-11-01	0
Total participants	2014-11-01	9
Number of participants with account balances	2014-11-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-11-01	0

Financial Data on AFLAC INCORPORATED PUERTO RICO 401(K) PLAN

Measure	Date	Value
2016 : AFLAC INCORPORATED PUERTO RICO 401(K) PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$51,898
Expenses. Total of all expenses incurred	2016-12-31	$0
Total plan assets at end of year	2016-12-31	$85,790
Total plan assets at beginning of year	2016-12-31	$33,892
Value of fidelity bond covering the plan	2016-12-31	$10,000,000
Total contributions received or receivable from participants	2016-12-31	$24,170
Other income received	2016-12-31	$5,660
Net income (gross income less expenses)	2016-12-31	$51,898
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$85,790
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$33,892
Total contributions received or receivable from employer(s)	2016-12-31	$22,068
2015 : AFLAC INCORPORATED PUERTO RICO 401(K) PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$31,277
Expenses. Total of all expenses incurred	2015-12-31	$0
Total plan assets at end of year	2015-12-31	$33,892
Total plan assets at beginning of year	2015-12-31	$2,615
Value of fidelity bond covering the plan	2015-12-31	$10,000,000
Total contributions received or receivable from participants	2015-12-31	$21,267
Other income received	2015-12-31	$-623
Net income (gross income less expenses)	2015-12-31	$31,277
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$33,892
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$2,615
Total contributions received or receivable from employer(s)	2015-12-31	$10,633
2014 : AFLAC INCORPORATED PUERTO RICO 401(K) PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$2,615
Expenses. Total of all expenses incurred	2014-12-31	$0
Total plan assets at end of year	2014-12-31	$2,615
Total plan assets at beginning of year	2014-12-31	$0
Value of fidelity bond covering the plan	2014-12-31	$10,000,000
Total contributions received or receivable from participants	2014-12-31	$1,743
Net income (gross income less expenses)	2014-12-31	$2,615
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$2,615
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$0
Total contributions received or receivable from employer(s)	2014-12-31	$872

Form 5500 Responses for AFLAC INCORPORATED PUERTO RICO 401(K) PLAN

2016: AFLAC INCORPORATED PUERTO RICO 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: AFLAC INCORPORATED PUERTO RICO 401(K) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: AFLAC INCORPORATED PUERTO RICO 401(K) PLAN 2014 form 5500 responses
2014-11-01	Type of plan entity	Single employer plan
2014-11-01	First time form 5500 has been submitted	Yes
2014-11-01	Submission has been amended	No
2014-11-01	This submission is the final filing	No
2014-11-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2014-11-01	Plan is a collectively bargained plan	No
2014-11-01	Plan funding arrangement – Trust	Yes
2014-11-01	Plan benefit arrangement - Trust	Yes

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Company Name:	AFLAC INCORPORATED
Employer identification number (EIN):	581167100
NAIC Classification:	524140

Jurisdiction of Incorporation:	Georgia Department of States Corporations Division
Incorporation Date:	1973-04-27
Company Identification Number:	682169
Legal Registered Office Address:	1932 WYNNTON RD COLUMBUS United States of America (USA) 31999-0001