PROTECTIVE LIFE CORPORATION has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan PROTECTIVE LIFE CORPORATION PENSION PLAN
Measure | Date | Value |
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2022: PROTECTIVE LIFE CORPORATION PENSION PLAN 2022 401k membership |
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Market value of plan assets | 2022-12-31 | 355,323,169 |
Acturial value of plan assets | 2022-12-31 | 331,775,085 |
Funding target for retired participants and beneficiaries receiving payment | 2022-12-31 | 77,129,714 |
Number of terminated vested participants | 2022-12-31 | 635 |
Fundng target for terminated vested participants | 2022-12-31 | 31,233,987 |
Active participant vested funding target | 2022-12-31 | 161,417,147 |
Number of active participants | 2022-12-31 | 2,996 |
Total funding liabilities for active participants | 2022-12-31 | 167,450,316 |
Total participant count | 2022-12-31 | 4,263 |
Total funding target for all participants | 2022-12-31 | 275,814,017 |
Balance at beginning of prior year after applicable adjustments | 2022-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2022-12-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2022-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2022-12-31 | 0 |
Amount remaining of carryover balance | 2022-12-31 | 0 |
Amount remaining of prefunding balance | 2022-12-31 | 0 |
Present value of excess contributions | 2022-12-31 | 19,247,326 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2022-12-31 | 20,334,800 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2022-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2022-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2022-12-31 | 0 |
Balance of carryovers at beginning of current year | 2022-12-31 | 0 |
Balance of prefunding at beginning of current year | 2022-12-31 | 0 |
Total employer contributions | 2022-12-31 | 40,000,000 |
Total employee contributions | 2022-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2022-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2022-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2022-12-31 | 36,529,106 |
Unpaid minimum required contributions for all prior years | 2022-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2022-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2022-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2022-12-31 | 17,738,045 |
Net shortfall amortization installment of oustanding balance | 2022-12-31 | 0 |
Waiver amortization installment | 2022-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2022-12-31 | 0 |
Carryover balance elected to use to offset funding requirement | 2022-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2022-12-31 | 0 |
Additional cash requirement | 2022-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2022-12-31 | 36,529,106 |
Unpaid minimum required contributions for current year | 2022-12-31 | 0 |
Unpaid minimum required contributions for all years | 2022-12-31 | 0 |
Total participants, beginning-of-year | 2022-01-01 | 4,263 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 3,172 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 585 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 679 |
Total of all active and inactive participants | 2022-01-01 | 4,436 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 70 |
Total participants | 2022-01-01 | 4,506 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 62 |
2021: PROTECTIVE LIFE CORPORATION PENSION PLAN 2021 401k membership |
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Market value of plan assets | 2021-12-31 | 325,537,563 |
Acturial value of plan assets | 2021-12-31 | 297,495,125 |
Funding target for retired participants and beneficiaries receiving payment | 2021-12-31 | 76,283,473 |
Number of terminated vested participants | 2021-12-31 | 770 |
Fundng target for terminated vested participants | 2021-12-31 | 34,633,633 |
Active participant vested funding target | 2021-12-31 | 149,506,008 |
Number of active participants | 2021-12-31 | 2,848 |
Total funding liabilities for active participants | 2021-12-31 | 155,223,182 |
Total participant count | 2021-12-31 | 4,241 |
Total funding target for all participants | 2021-12-31 | 266,140,288 |
Balance at beginning of prior year after applicable adjustments | 2021-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2021-12-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2021-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2021-12-31 | 0 |
Amount remaining of carryover balance | 2021-12-31 | 0 |
Amount remaining of prefunding balance | 2021-12-31 | 0 |
Present value of excess contributions | 2021-12-31 | 2,792,636 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2021-12-31 | 2,941,763 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2021-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2021-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2021-12-31 | 0 |
Balance of carryovers at beginning of current year | 2021-12-31 | 0 |
Balance of prefunding at beginning of current year | 2021-12-31 | 0 |
Total employer contributions | 2021-12-31 | 20,810,000 |
Total employee contributions | 2021-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2021-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2021-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2021-12-31 | 19,247,326 |
Unpaid minimum required contributions for all prior years | 2021-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2021-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2021-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2021-12-31 | 15,518,066 |
Net shortfall amortization installment of oustanding balance | 2021-12-31 | 0 |
Waiver amortization installment | 2021-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2021-12-31 | 0 |
Carryover balance elected to use to offset funding requirement | 2021-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2021-12-31 | 0 |
Additional cash requirement | 2021-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2021-12-31 | 19,247,326 |
Unpaid minimum required contributions for current year | 2021-12-31 | 0 |
Unpaid minimum required contributions for all years | 2021-12-31 | 0 |
Total participants, beginning-of-year | 2021-01-01 | 4,239 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 2,969 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 568 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 626 |
Total of all active and inactive participants | 2021-01-01 | 4,163 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 70 |
Total participants | 2021-01-01 | 4,233 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 41 |
2020: PROTECTIVE LIFE CORPORATION PENSION PLAN 2020 401k membership |
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Market value of plan assets | 2020-12-31 | 304,821,756 |
Acturial value of plan assets | 2020-12-31 | 287,606,489 |
Funding target for retired participants and beneficiaries receiving payment | 2020-12-31 | 72,502,132 |
Number of terminated vested participants | 2020-12-31 | 810 |
Fundng target for terminated vested participants | 2020-12-31 | 35,981,308 |
Active participant vested funding target | 2020-12-31 | 147,748,972 |
Number of active participants | 2020-12-31 | 2,700 |
Total funding liabilities for active participants | 2020-12-31 | 152,509,491 |
Total participant count | 2020-12-31 | 4,111 |
Total funding target for all participants | 2020-12-31 | 260,992,931 |
Balance at beginning of prior year after applicable adjustments | 2020-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2020-12-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2020-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2020-12-31 | 0 |
Amount remaining of carryover balance | 2020-12-31 | 0 |
Amount remaining of prefunding balance | 2020-12-31 | 0 |
Present value of excess contributions | 2020-12-31 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2020-12-31 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2020-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2020-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2020-12-31 | 0 |
Balance of carryovers at beginning of current year | 2020-12-31 | 0 |
Balance of prefunding at beginning of current year | 2020-12-31 | 0 |
Total employer contributions | 2020-12-31 | 3,045,000 |
Total employee contributions | 2020-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2020-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2020-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2020-12-31 | 2,792,636 |
Unpaid minimum required contributions for all prior years | 2020-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2020-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2020-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2020-12-31 | 14,687,879 |
Net shortfall amortization installment of oustanding balance | 2020-12-31 | 0 |
Waiver amortization installment | 2020-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2020-12-31 | 0 |
Carryover balance elected to use to offset funding requirement | 2020-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2020-12-31 | 0 |
Additional cash requirement | 2020-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2020-12-31 | 2,792,636 |
Unpaid minimum required contributions for current year | 2020-12-31 | 0 |
Unpaid minimum required contributions for all years | 2020-12-31 | 0 |
Total participants, beginning-of-year | 2020-01-01 | 4,111 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 2,819 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 563 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 762 |
Total of all active and inactive participants | 2020-01-01 | 4,144 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 66 |
Total participants | 2020-01-01 | 4,210 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 10 |
2019: PROTECTIVE LIFE CORPORATION PENSION PLAN 2019 401k membership |
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Market value of plan assets | 2019-12-31 | 270,740,327 |
Acturial value of plan assets | 2019-12-31 | 279,682,434 |
Funding target for retired participants and beneficiaries receiving payment | 2019-12-31 | 68,321,892 |
Number of terminated vested participants | 2019-12-31 | 691 |
Fundng target for terminated vested participants | 2019-12-31 | 31,442,936 |
Active participant vested funding target | 2019-12-31 | 137,983,298 |
Number of active participants | 2019-12-31 | 2,715 |
Total funding liabilities for active participants | 2019-12-31 | 142,903,254 |
Total participant count | 2019-12-31 | 3,980 |
Total funding target for all participants | 2019-12-31 | 242,668,082 |
Balance at beginning of prior year after applicable adjustments | 2019-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2019-12-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2019-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2019-12-31 | 0 |
Amount remaining of carryover balance | 2019-12-31 | 0 |
Amount remaining of prefunding balance | 2019-12-31 | 0 |
Present value of excess contributions | 2019-12-31 | 15,887,301 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2019-12-31 | 16,784,934 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2019-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2019-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2019-12-31 | 0 |
Balance of carryovers at beginning of current year | 2019-12-31 | 0 |
Balance of prefunding at beginning of current year | 2019-12-31 | 0 |
Total employer contributions | 2019-12-31 | 0 |
Total employee contributions | 2019-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2019-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2019-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2019-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2019-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2019-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2019-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2019-12-31 | 14,262,007 |
Net shortfall amortization installment of oustanding balance | 2019-12-31 | 0 |
Waiver amortization installment | 2019-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2019-12-31 | 0 |
Carryover balance elected to use to offset funding requirement | 2019-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2019-12-31 | 0 |
Additional cash requirement | 2019-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2019-12-31 | 0 |
Unpaid minimum required contributions for current year | 2019-12-31 | 0 |
Unpaid minimum required contributions for all years | 2019-12-31 | 0 |
Total participants, beginning-of-year | 2019-01-01 | 3,979 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 2,683 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 549 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 800 |
Total of all active and inactive participants | 2019-01-01 | 4,032 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 61 |
Total participants | 2019-01-01 | 4,093 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 43 |
2018: PROTECTIVE LIFE CORPORATION PENSION PLAN 2018 401k membership |
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Market value of plan assets | 2018-12-31 | 279,010,119 |
Acturial value of plan assets | 2018-12-31 | 266,268,396 |
Funding target for retired participants and beneficiaries receiving payment | 2018-12-31 | 61,755,203 |
Number of terminated vested participants | 2018-12-31 | 648 |
Fundng target for terminated vested participants | 2018-12-31 | 29,681,289 |
Active participant vested funding target | 2018-12-31 | 128,679,044 |
Number of active participants | 2018-12-31 | 2,459 |
Total funding liabilities for active participants | 2018-12-31 | 133,028,261 |
Total participant count | 2018-12-31 | 3,660 |
Total funding target for all participants | 2018-12-31 | 224,464,753 |
Balance at beginning of prior year after applicable adjustments | 2018-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2018-12-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2018-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2018-12-31 | 0 |
Amount remaining of carryover balance | 2018-12-31 | 0 |
Amount remaining of prefunding balance | 2018-12-31 | 0 |
Present value of excess contributions | 2018-12-31 | 17,082,604 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2018-12-31 | 18,083,645 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2018-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2018-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2018-12-31 | 0 |
Balance of carryovers at beginning of current year | 2018-12-31 | 0 |
Balance of prefunding at beginning of current year | 2018-12-31 | 0 |
Total employer contributions | 2018-12-31 | 17,400,000 |
Total employee contributions | 2018-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2018-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2018-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2018-12-31 | 15,887,301 |
Unpaid minimum required contributions for all prior years | 2018-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2018-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2018-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2018-12-31 | 13,883,847 |
Net shortfall amortization installment of oustanding balance | 2018-12-31 | 0 |
Waiver amortization installment | 2018-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2018-12-31 | 0 |
Carryover balance elected to use to offset funding requirement | 2018-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2018-12-31 | 0 |
Additional cash requirement | 2018-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2018-12-31 | 15,887,301 |
Unpaid minimum required contributions for current year | 2018-12-31 | 0 |
Unpaid minimum required contributions for all years | 2018-12-31 | 0 |
Total participants, beginning-of-year | 2018-01-01 | 3,659 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 2,700 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 529 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 683 |
Total of all active and inactive participants | 2018-01-01 | 3,912 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 52 |
Total participants | 2018-01-01 | 3,964 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 30 |
2017: PROTECTIVE LIFE CORPORATION PENSION PLAN 2017 401k membership |
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Market value of plan assets | 2017-12-31 | 243,589,039 |
Acturial value of plan assets | 2017-12-31 | 242,888,175 |
Funding target for retired participants and beneficiaries receiving payment | 2017-12-31 | 54,378,093 |
Number of terminated vested participants | 2017-12-31 | 573 |
Fundng target for terminated vested participants | 2017-12-31 | 27,049,031 |
Active participant vested funding target | 2017-12-31 | 118,089,072 |
Number of active participants | 2017-12-31 | 2,412 |
Total funding liabilities for active participants | 2017-12-31 | 122,504,612 |
Total participant count | 2017-12-31 | 3,498 |
Total funding target for all participants | 2017-12-31 | 203,931,736 |
Balance at beginning of prior year after applicable adjustments | 2017-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2017-12-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2017-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2017-12-31 | 0 |
Amount remaining of carryover balance | 2017-12-31 | 0 |
Amount remaining of prefunding balance | 2017-12-31 | 0 |
Present value of excess contributions | 2017-12-31 | 44,408,848 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2017-12-31 | 47,100,024 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2017-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2017-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2017-12-31 | 0 |
Balance of carryovers at beginning of current year | 2017-12-31 | 0 |
Balance of prefunding at beginning of current year | 2017-12-31 | 0 |
Total employer contributions | 2017-12-31 | 18,800,000 |
Total employee contributions | 2017-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2017-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2017-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2017-12-31 | 17,082,604 |
Unpaid minimum required contributions for all prior years | 2017-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2017-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2017-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2017-12-31 | 12,387,684 |
Net shortfall amortization installment of oustanding balance | 2017-12-31 | 0 |
Waiver amortization installment | 2017-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2017-12-31 | 0 |
Carryover balance elected to use to offset funding requirement | 2017-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2017-12-31 | 0 |
Additional cash requirement | 2017-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2017-12-31 | 17,082,604 |
Unpaid minimum required contributions for current year | 2017-12-31 | 0 |
Unpaid minimum required contributions for all years | 2017-12-31 | 0 |
Total participants, beginning-of-year | 2017-01-01 | 3,497 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 2,454 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 515 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 637 |
Total of all active and inactive participants | 2017-01-01 | 3,606 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 48 |
Total participants | 2017-01-01 | 3,654 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 26 |
2016: PROTECTIVE LIFE CORPORATION PENSION PLAN 2016 401k membership |
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Market value of plan assets | 2016-12-31 | 197,852,557 |
Acturial value of plan assets | 2016-12-31 | 201,911,326 |
Funding target for retired participants and beneficiaries receiving payment | 2016-12-31 | 51,816,023 |
Number of terminated vested participants | 2016-12-31 | 1,005 |
Fundng target for terminated vested participants | 2016-12-31 | 38,968,524 |
Active participant vested funding target | 2016-12-31 | 106,628,832 |
Number of active participants | 2016-12-31 | 2,248 |
Total funding liabilities for active participants | 2016-12-31 | 110,988,684 |
Total participant count | 2016-12-31 | 3,740 |
Total funding target for all participants | 2016-12-31 | 201,773,231 |
Balance at beginning of prior year after applicable adjustments | 2016-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2016-12-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2016-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2016-12-31 | 0 |
Amount remaining of carryover balance | 2016-12-31 | 0 |
Amount remaining of prefunding balance | 2016-12-31 | 0 |
Present value of excess contributions | 2016-12-31 | 283 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2016-12-31 | 301 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2016-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2016-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2016-12-31 | 0 |
Balance of carryovers at beginning of current year | 2016-12-31 | 0 |
Balance of prefunding at beginning of current year | 2016-12-31 | 0 |
Total employer contributions | 2016-12-31 | 62,500,000 |
Total employee contributions | 2016-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2016-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2016-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2016-12-31 | 57,393,788 |
Unpaid minimum required contributions for all prior years | 2016-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2016-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2016-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2016-12-31 | 13,123,035 |
Net shortfall amortization installment of oustanding balance | 2016-12-31 | 0 |
Waiver amortization installment | 2016-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2016-12-31 | 12,984,940 |
Carryover balance elected to use to offset funding requirement | 2016-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2016-12-31 | 0 |
Additional cash requirement | 2016-12-31 | 12,984,940 |
Contributions allocatedtoward minimum required contributions for current year | 2016-12-31 | 57,393,788 |
Unpaid minimum required contributions for current year | 2016-12-31 | 0 |
Unpaid minimum required contributions for all years | 2016-12-31 | 0 |
Total participants, beginning-of-year | 2016-01-01 | 3,740 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 2,391 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 495 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 564 |
Total of all active and inactive participants | 2016-01-01 | 3,450 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 26 |
Total participants | 2016-01-01 | 3,476 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 34 |
2015: PROTECTIVE LIFE CORPORATION PENSION PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 3,669 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 2,229 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 463 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 998 |
Total of all active and inactive participants | 2015-01-01 | 3,690 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 30 |
Total participants | 2015-01-01 | 3,720 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 38 |
2014: PROTECTIVE LIFE CORPORATION PENSION PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 3,572 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 2,174 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 433 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 1,010 |
Total of all active and inactive participants | 2014-01-01 | 3,617 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 23 |
Total participants | 2014-01-01 | 3,640 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 22 |
2013: PROTECTIVE LIFE CORPORATION PENSION PLAN 2013 401k membership |
---|
Total participants, beginning-of-year | 2013-01-01 | 3,419 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 2,118 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 406 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 1,008 |
Total of all active and inactive participants | 2013-01-01 | 3,532 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 23 |
Total participants | 2013-01-01 | 3,555 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 35 |
2012: PROTECTIVE LIFE CORPORATION PENSION PLAN 2012 401k membership |
---|
Total participants, beginning-of-year | 2012-01-01 | 3,406 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 2,055 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 377 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 952 |
Total of all active and inactive participants | 2012-01-01 | 3,384 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 27 |
Total participants | 2012-01-01 | 3,411 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 35 |
2011: PROTECTIVE LIFE CORPORATION PENSION PLAN 2011 401k membership |
---|
Total participants, beginning-of-year | 2011-01-01 | 3,345 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 2,083 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 335 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 959 |
Total of all active and inactive participants | 2011-01-01 | 3,377 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 23 |
Total participants | 2011-01-01 | 3,400 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 87 |
2009: PROTECTIVE LIFE CORPORATION PENSION PLAN 2009 401k membership |
---|
Total participants, beginning-of-year | 2009-01-01 | 2,179 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 2,094 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 263 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 876 |
Total of all active and inactive participants | 2009-01-01 | 3,233 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 20 |
Total participants | 2009-01-01 | 3,253 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 74 |
Measure | Date | Value |
---|
2022 : PROTECTIVE LIFE CORPORATION PENSION PLAN 2022 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2022-12-31 | $-85,006,273 |
Total unrealized appreciation/depreciation of assets | 2022-12-31 | $-85,006,273 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $67,098 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total income from all sources (including contributions) | 2022-12-31 | $-3,006,533 |
Total loss/gain on sale of assets | 2022-12-31 | $36,937,781 |
Total of all expenses incurred | 2022-12-31 | $45,261,925 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $44,573,076 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $40,000,000 |
Value of total assets at end of year | 2022-12-31 | $307,140,680 |
Value of total assets at beginning of year | 2022-12-31 | $355,342,040 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $688,849 |
Total interest from all sources | 2022-12-31 | $5,046,043 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Administrative expenses professional fees incurred | 2022-12-31 | $145,784 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $50,000,000 |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2022-12-31 | $67,098 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2022-12-31 | $0 |
Administrative expenses (other) incurred | 2022-12-31 | $371,888 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-48,268,458 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $307,073,582 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $355,342,040 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Investment advisory and management fees | 2022-12-31 | $171,177 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $10,809,898 |
Interest earned on other investments | 2022-12-31 | $5,046,043 |
Value of interest in common/collective trusts at end of year | 2022-12-31 | $136,323,373 |
Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $254,705,710 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-12-31 | $8,547,942 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-12-31 | $79,028,266 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-12-31 | $75,316,432 |
Asset value of US Government securities at end of year | 2022-12-31 | $13,559,237 |
Asset value of US Government securities at beginning of year | 2022-12-31 | $0 |
Net investment gain or loss from common/collective trusts | 2022-12-31 | $15,916 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $40,000,000 |
Employer contributions (assets) at end of year | 2022-12-31 | $40,000,000 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $14,510,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $44,573,076 |
Asset. Corporate debt instrument debt (other) at end of year | 2022-12-31 | $29,681,862 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2022-12-31 | $0 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Aggregate proceeds on sale of assets | 2022-12-31 | $94,260,513 |
Aggregate carrying amount (costs) on sale of assets | 2022-12-31 | $57,322,732 |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | WARREN AVERETT LLC |
Accountancy firm EIN | 2022-12-31 | 454084437 |
2021 : PROTECTIVE LIFE CORPORATION PENSION PLAN 2021 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total income from all sources (including contributions) | 2021-12-31 | $62,793,891 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $33,092,651 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $32,220,125 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $20,810,000 |
Value of total assets at end of year | 2021-12-31 | $355,342,040 |
Value of total assets at beginning of year | 2021-12-31 | $325,640,800 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $872,526 |
Total interest from all sources | 2021-12-31 | $3,608,725 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Administrative expenses professional fees incurred | 2021-12-31 | $313,492 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $50,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Administrative expenses (other) incurred | 2021-12-31 | $361,286 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $29,701,240 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $355,342,040 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $325,640,800 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Investment advisory and management fees | 2021-12-31 | $197,748 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $10,809,898 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $24,883,879 |
Interest earned on other investments | 2021-12-31 | $3,608,725 |
Value of interest in common/collective trusts at end of year | 2021-12-31 | $254,705,710 |
Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $231,833,613 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2021-12-31 | $75,316,432 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2021-12-31 | $65,878,308 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $11,711,270 |
Net investment gain or loss from common/collective trusts | 2021-12-31 | $26,663,896 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $20,810,000 |
Employer contributions (assets) at end of year | 2021-12-31 | $14,510,000 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $3,045,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $32,220,125 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | WARREN AVERETT LLC |
Accountancy firm EIN | 2021-12-31 | 454084437 |
2020 : PROTECTIVE LIFE CORPORATION PENSION PLAN 2020 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total income from all sources (including contributions) | 2020-12-31 | $44,360,461 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $23,541,417 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $22,705,345 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $3,045,000 |
Value of total assets at end of year | 2020-12-31 | $325,640,800 |
Value of total assets at beginning of year | 2020-12-31 | $304,821,756 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $836,072 |
Total interest from all sources | 2020-12-31 | $3,843,691 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Administrative expenses professional fees incurred | 2020-12-31 | $358,850 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $50,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Administrative expenses (other) incurred | 2020-12-31 | $339,470 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $20,819,044 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $325,640,800 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $304,821,756 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Investment advisory and management fees | 2020-12-31 | $137,752 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $24,883,879 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $31,693,061 |
Interest earned on other investments | 2020-12-31 | $3,843,691 |
Value of interest in common/collective trusts at end of year | 2020-12-31 | $231,833,613 |
Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $198,077,293 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2020-12-31 | $65,878,308 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2020-12-31 | $75,051,402 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $4,197,378 |
Net investment gain or loss from common/collective trusts | 2020-12-31 | $33,274,392 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $3,045,000 |
Employer contributions (assets) at end of year | 2020-12-31 | $3,045,000 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $22,705,345 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
Accountancy firm name | 2020-12-31 | KPMG LLP |
Accountancy firm EIN | 2020-12-31 | 135565207 |
2019 : PROTECTIVE LIFE CORPORATION PENSION PLAN 2019 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total income from all sources (including contributions) | 2019-12-31 | $51,895,291 |
Total income from all sources (including contributions) | 2019-12-31 | $51,895,291 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $18,627,302 |
Total of all expenses incurred | 2019-12-31 | $18,627,302 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $17,841,300 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $17,841,300 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $0 |
Value of total assets at end of year | 2019-12-31 | $304,821,756 |
Value of total assets at end of year | 2019-12-31 | $304,821,756 |
Value of total assets at beginning of year | 2019-12-31 | $271,553,767 |
Value of total assets at beginning of year | 2019-12-31 | $271,553,767 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $786,002 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $786,002 |
Total interest from all sources | 2019-12-31 | $3,844,624 |
Total interest from all sources | 2019-12-31 | $3,844,624 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Administrative expenses professional fees incurred | 2019-12-31 | $360,282 |
Administrative expenses professional fees incurred | 2019-12-31 | $360,282 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $50,000,000 |
Value of fidelity bond cover | 2019-12-31 | $50,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Administrative expenses (other) incurred | 2019-12-31 | $316,480 |
Administrative expenses (other) incurred | 2019-12-31 | $316,480 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $33,267,989 |
Value of net income/loss | 2019-12-31 | $33,267,989 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $304,821,756 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $304,821,756 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $271,553,767 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $271,553,767 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Investment advisory and management fees | 2019-12-31 | $109,240 |
Investment advisory and management fees | 2019-12-31 | $109,240 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $31,693,061 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $31,693,061 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $0 |
Interest earned on other investments | 2019-12-31 | $3,844,624 |
Interest earned on other investments | 2019-12-31 | $3,844,624 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $198,077,293 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $198,077,293 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $175,446,989 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $175,446,989 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-12-31 | $75,051,402 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-12-31 | $75,051,402 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $78,706,778 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $78,706,778 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $10,292,609 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $10,292,609 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $37,758,058 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $37,758,058 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | Yes |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Employer contributions (assets) at end of year | 2019-12-31 | $0 |
Employer contributions (assets) at end of year | 2019-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $17,400,000 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $17,400,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $17,841,300 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $17,841,300 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | KPMG LLP |
Accountancy firm name | 2019-12-31 | KPMG LLP |
Accountancy firm EIN | 2019-12-31 | 135565207 |
Accountancy firm EIN | 2019-12-31 | 135565207 |
2018 : PROTECTIVE LIFE CORPORATION PENSION PLAN 2018 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total income from all sources (including contributions) | 2018-12-31 | $12,359,246 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $20,531,954 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $19,701,596 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $17,400,000 |
Value of total assets at end of year | 2018-12-31 | $271,553,767 |
Value of total assets at beginning of year | 2018-12-31 | $279,726,475 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $830,358 |
Total interest from all sources | 2018-12-31 | $3,821,042 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Administrative expenses professional fees incurred | 2018-12-31 | $413,558 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $50,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Administrative expenses (other) incurred | 2018-12-31 | $270,248 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-8,172,708 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $271,553,767 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $279,726,475 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Investment advisory and management fees | 2018-12-31 | $146,552 |
Interest earned on other investments | 2018-12-31 | $3,821,042 |
Value of interest in common/collective trusts at end of year | 2018-12-31 | $175,446,989 |
Value of interest in common/collective trusts at beginning of year | 2018-12-31 | $186,040,739 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2018-12-31 | $78,706,778 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2018-12-31 | $74,885,736 |
Net investment gain or loss from common/collective trusts | 2018-12-31 | $-8,861,796 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $17,400,000 |
Employer contributions (assets) at end of year | 2018-12-31 | $17,400,000 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $18,800,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $19,701,596 |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | PRICEWATERHOUSECOOPERS LLP |
Accountancy firm EIN | 2018-12-31 | 134008324 |
2017 : PROTECTIVE LIFE CORPORATION PENSION PLAN 2017 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total income from all sources (including contributions) | 2017-12-31 | $48,809,045 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $14,425,395 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $13,815,855 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $18,800,000 |
Value of total assets at end of year | 2017-12-31 | $279,726,475 |
Value of total assets at beginning of year | 2017-12-31 | $245,342,825 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $609,540 |
Total interest from all sources | 2017-12-31 | $3,659,823 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Administrative expenses professional fees incurred | 2017-12-31 | $376,113 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $75,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Administrative expenses (other) incurred | 2017-12-31 | $233,427 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $34,383,650 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $279,726,475 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $245,342,825 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Interest earned on other investments | 2017-12-31 | $3,659,823 |
Value of interest in common/collective trusts at end of year | 2017-12-31 | $186,040,739 |
Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $130,616,912 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2017-12-31 | $74,885,736 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2017-12-31 | $71,225,913 |
Net investment gain or loss from common/collective trusts | 2017-12-31 | $26,349,222 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $18,800,000 |
Employer contributions (assets) at end of year | 2017-12-31 | $18,800,000 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $43,500,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $13,815,855 |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | PRICEWATERHOUSECOOPERS LLP |
Accountancy firm EIN | 2017-12-31 | 134008324 |
2016 : PROTECTIVE LIFE CORPORATION PENSION PLAN 2016 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total income from all sources (including contributions) | 2016-12-31 | $80,268,255 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $32,856,942 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $30,903,338 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $62,500,000 |
Value of total assets at end of year | 2016-12-31 | $245,342,825 |
Value of total assets at beginning of year | 2016-12-31 | $197,931,512 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $1,953,604 |
Total interest from all sources | 2016-12-31 | $3,518,513 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Administrative expenses professional fees incurred | 2016-12-31 | $231,690 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $75,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Administrative expenses (other) incurred | 2016-12-31 | $1,620,524 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $47,411,313 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $245,342,825 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $197,931,512 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Investment advisory and management fees | 2016-12-31 | $101,390 |
Interest earned on other investments | 2016-12-31 | $3,518,513 |
Value of interest in common/collective trusts at end of year | 2016-12-31 | $130,616,912 |
Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $128,334,702 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2016-12-31 | $71,225,913 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2016-12-31 | $67,707,400 |
Net investment gain or loss from common/collective trusts | 2016-12-31 | $14,249,742 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $62,500,000 |
Employer contributions (assets) at end of year | 2016-12-31 | $43,500,000 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $1,889,410 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $30,903,338 |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | PRICEWATERHOUSECOOPERS LLP |
Accountancy firm EIN | 2016-12-31 | 134008324 |
2015 : PROTECTIVE LIFE CORPORATION PENSION PLAN 2015 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total income from all sources (including contributions) | 2015-12-31 | $6,520,381 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $15,932,310 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $14,527,001 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $1,889,410 |
Value of total assets at end of year | 2015-12-31 | $197,931,512 |
Value of total assets at beginning of year | 2015-12-31 | $207,343,441 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $1,405,309 |
Total interest from all sources | 2015-12-31 | $3,411,423 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Administrative expenses professional fees incurred | 2015-12-31 | $279,351 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $75,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Other income not declared elsewhere | 2015-12-31 | $2,574 |
Administrative expenses (other) incurred | 2015-12-31 | $1,009,023 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $-9,411,929 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $197,931,512 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $207,343,441 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Investment advisory and management fees | 2015-12-31 | $116,935 |
Interest earned on other investments | 2015-12-31 | $3,411,423 |
Value of interest in common/collective trusts at end of year | 2015-12-31 | $128,334,702 |
Value of interest in common/collective trusts at beginning of year | 2015-12-31 | $139,476,471 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2015-12-31 | $67,707,400 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2015-12-31 | $64,295,977 |
Net investment gain or loss from common/collective trusts | 2015-12-31 | $1,216,974 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $1,889,410 |
Employer contributions (assets) at end of year | 2015-12-31 | $1,889,410 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $3,570,993 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $14,527,001 |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | PRICEWATERHOUSECOOPERS LLP |
Accountancy firm EIN | 2015-12-31 | 134008324 |
2014 : PROTECTIVE LIFE CORPORATION PENSION PLAN 2014 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total income from all sources (including contributions) | 2014-12-31 | $28,761,063 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $10,605,120 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $9,835,128 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $10,069,779 |
Value of total assets at end of year | 2014-12-31 | $207,343,441 |
Value of total assets at beginning of year | 2014-12-31 | $189,187,498 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $769,992 |
Total interest from all sources | 2014-12-31 | $3,059,380 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Administrative expenses professional fees incurred | 2014-12-31 | $266,397 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $75,000,000 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Administrative expenses (other) incurred | 2014-12-31 | $393,029 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $18,155,943 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $207,343,441 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $189,187,498 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Investment advisory and management fees | 2014-12-31 | $110,566 |
Interest earned on other investments | 2014-12-31 | $3,059,380 |
Value of interest in common/collective trusts at end of year | 2014-12-31 | $139,476,471 |
Value of interest in common/collective trusts at beginning of year | 2014-12-31 | $123,436,650 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2014-12-31 | $64,295,977 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2014-12-31 | $56,736,597 |
Net investment gain or loss from common/collective trusts | 2014-12-31 | $15,631,904 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $10,069,779 |
Employer contributions (assets) at end of year | 2014-12-31 | $3,570,993 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $9,014,251 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $9,835,128 |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | PRICEWATERHOUSECOOPERS LLP |
Accountancy firm EIN | 2014-12-31 | 134008324 |
2013 : PROTECTIVE LIFE CORPORATION PENSION PLAN 2013 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total income from all sources (including contributions) | 2013-12-31 | $50,122,134 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $15,121,794 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $14,325,087 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $15,957,004 |
Value of total assets at end of year | 2013-12-31 | $189,187,498 |
Value of total assets at beginning of year | 2013-12-31 | $154,187,158 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $796,707 |
Total interest from all sources | 2013-12-31 | $2,704,670 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Administrative expenses professional fees incurred | 2013-12-31 | $221,681 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $75,000,000 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Administrative expenses (other) incurred | 2013-12-31 | $479,188 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $35,000,340 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $189,187,498 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $154,187,158 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Investment advisory and management fees | 2013-12-31 | $95,838 |
Interest earned on other investments | 2013-12-31 | $2,704,670 |
Value of interest in common/collective trusts at end of year | 2013-12-31 | $123,436,650 |
Value of interest in common/collective trusts at beginning of year | 2013-12-31 | $102,155,231 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2013-12-31 | $56,736,597 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2013-12-31 | $50,031,927 |
Net investment gain or loss from common/collective trusts | 2013-12-31 | $31,460,460 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $15,957,004 |
Employer contributions (assets) at end of year | 2013-12-31 | $9,014,251 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $2,000,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $14,325,087 |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | PRICEWATERHOUSECOOPERS LLP |
Accountancy firm EIN | 2013-12-31 | 134008324 |
2012 : PROTECTIVE LIFE CORPORATION PENSION PLAN 2012 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total income from all sources (including contributions) | 2012-12-31 | $27,512,407 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $9,969,093 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $9,250,743 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $11,592,033 |
Value of total assets at end of year | 2012-12-31 | $154,187,158 |
Value of total assets at beginning of year | 2012-12-31 | $136,643,844 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $718,350 |
Total interest from all sources | 2012-12-31 | $2,505,066 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Administrative expenses professional fees incurred | 2012-12-31 | $272,716 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $75,000,000 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Administrative expenses (other) incurred | 2012-12-31 | $359,271 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $17,543,314 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $154,187,158 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $136,643,844 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Investment advisory and management fees | 2012-12-31 | $86,363 |
Interest earned on other investments | 2012-12-31 | $2,505,066 |
Value of interest in common/collective trusts at end of year | 2012-12-31 | $102,155,231 |
Value of interest in common/collective trusts at beginning of year | 2012-12-31 | $83,530,687 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2012-12-31 | $50,031,927 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2012-12-31 | $41,526,861 |
Net investment gain or loss from common/collective trusts | 2012-12-31 | $13,415,308 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $11,592,033 |
Employer contributions (assets) at end of year | 2012-12-31 | $2,000,000 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $11,586,296 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $9,250,743 |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | PRICEWATERHOUSECOOPERS LLP |
Accountancy firm EIN | 2012-12-31 | 134008324 |
2011 : PROTECTIVE LIFE CORPORATION PENSION PLAN 2011 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total income from all sources (including contributions) | 2011-12-31 | $21,739,778 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $8,650,235 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $8,114,833 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $18,330,888 |
Value of total assets at end of year | 2011-12-31 | $136,643,844 |
Value of total assets at beginning of year | 2011-12-31 | $123,554,301 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $535,402 |
Total interest from all sources | 2011-12-31 | $2,123,760 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Administrative expenses professional fees incurred | 2011-12-31 | $199,309 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $75,000,000 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Other income not declared elsewhere | 2011-12-31 | $37,931 |
Administrative expenses (other) incurred | 2011-12-31 | $253,746 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $13,089,543 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $136,643,844 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $123,554,301 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Investment advisory and management fees | 2011-12-31 | $82,347 |
Interest earned on other investments | 2011-12-31 | $2,123,760 |
Value of interest in common/collective trusts at end of year | 2011-12-31 | $83,530,687 |
Value of interest in common/collective trusts at beginning of year | 2011-12-31 | $78,453,124 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2011-12-31 | $41,526,861 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2011-12-31 | $39,403,101 |
Net investment gain or loss from common/collective trusts | 2011-12-31 | $1,247,199 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $18,330,888 |
Employer contributions (assets) at end of year | 2011-12-31 | $11,586,296 |
Employer contributions (assets) at beginning of year | 2011-12-31 | $5,698,076 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $8,114,833 |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | PRICEWATERHOUSECOOPERS LLP |
Accountancy firm EIN | 2011-12-31 | 134008324 |
2010 : PROTECTIVE LIFE CORPORATION PENSION PLAN 2010 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total income from all sources (including contributions) | 2010-12-31 | $20,323,620 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $5,570,805 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $5,073,708 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $7,496,152 |
Value of total assets at end of year | 2010-12-31 | $123,554,301 |
Value of total assets at beginning of year | 2010-12-31 | $108,801,486 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $497,097 |
Total interest from all sources | 2010-12-31 | $1,947,280 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Administrative expenses professional fees incurred | 2010-12-31 | $216,280 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $75,000,000 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Administrative expenses (other) incurred | 2010-12-31 | $204,419 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $14,752,815 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $123,554,301 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $108,801,486 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Investment advisory and management fees | 2010-12-31 | $76,398 |
Interest earned on other investments | 2010-12-31 | $1,947,280 |
Value of interest in common/collective trusts at end of year | 2010-12-31 | $78,453,124 |
Value of interest in common/collective trusts at beginning of year | 2010-12-31 | $67,409,870 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2010-12-31 | $39,403,101 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2010-12-31 | $34,891,616 |
Net investment gain or loss from common/collective trusts | 2010-12-31 | $10,880,188 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $7,496,152 |
Employer contributions (assets) at end of year | 2010-12-31 | $5,698,076 |
Employer contributions (assets) at beginning of year | 2010-12-31 | $6,500,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $5,073,708 |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | PRICEWATERHOUSECOOPERS LLP |
Accountancy firm EIN | 2010-12-31 | 134008324 |
2009 : PROTECTIVE LIFE CORPORATION PENSION PLAN 2009 401k financial data |
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Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |