401k Plan data: THE INDEPENDENT ORDER OF FORESTERS U.S. PENSION PLAN plan

THE INDEPENDENT ORDER OF FORESTERS U.S. PENSION PLAN 401k Plan overview

Plan Name	THE INDEPENDENT ORDER OF FORESTERS U.S. PENSION PLAN
Plan identification number	002

THE INDEPENDENT ORDER OF FORESTERS U.S. PENSION PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
Plan covered by PBGC that was terminated and closed out for PBGC purposes - Before the end of the plan year (or a prior plan year), (1) the plan terminated in a standard (or distress) termination and completed the distribution of plan assets in satisfaction of all benefit liabilities (or all ERISA Title IV benefits for distress termination); or (2) a trustee was appointed for a terminated plan pursuant to ERISA section 4042.
Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).

401k Sponsoring company profile

THE INDEPENDENT ORDER OF FORESTERS has sponsored the creation of one or more 401k plans.

Company Name: THE INDEPENDENT ORDER OF FORESTERS

Employer identification number (EIN): 980000680

NAIC Classification: 525990
NAIC Description: Other Financial Vehicles

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE INDEPENDENT ORDER OF FORESTERS U.S. PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2019-01-01 DANIELA CASTAGNA 2020-10-15 DANIELA CASTAGNA 2020-10-15
002 2018-01-01 SANDRA JOHNSON 2019-09-26 SANDRA JOHNSON 2019-09-26
002 2017-01-01 DANIELA CASTAGNA 2018-10-04
002 2016-01-01 DANIELA CASTAGNA 2017-10-11 DANIELA CASTAGNA 2017-10-11
002 2015-01-01 SANDRA JOHNSON 2016-10-14 SANDRA JOHNSON 2016-10-14
002 2014-01-01 SANDRA JOHNSON SANDRA JOHNSON 2015-10-14
002 2013-01-01 SANDRA JOHNSON SANDRA JOHNSON 2014-10-03
002 2012-01-01 SANDRA JOHNSON SANDRA JOHNSON 2013-10-10
002 2011-01-01 SANDRA JOHNSON
002 2010-01-01 SANDRA JOHNSON
002 2009-01-01 SANDRA JOHNSON 2010-10-14
002 2009-01-01 SANDRA JOHNSON SANDRA JOHNSON 2010-10-15

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2019-01-01	DANIELA CASTAGNA	2020-10-15	DANIELA CASTAGNA	2020-10-15
002	2018-01-01	SANDRA JOHNSON	2019-09-26	SANDRA JOHNSON	2019-09-26
002	2017-01-01	DANIELA CASTAGNA	2018-10-04
002	2016-01-01	DANIELA CASTAGNA	2017-10-11	DANIELA CASTAGNA	2017-10-11
002	2015-01-01	SANDRA JOHNSON	2016-10-14	SANDRA JOHNSON	2016-10-14
002	2014-01-01	SANDRA JOHNSON		SANDRA JOHNSON	2015-10-14
002	2013-01-01	SANDRA JOHNSON		SANDRA JOHNSON	2014-10-03
002	2012-01-01	SANDRA JOHNSON		SANDRA JOHNSON	2013-10-10
002	2011-01-01	SANDRA JOHNSON
002	2010-01-01	SANDRA JOHNSON
002	2009-01-01			SANDRA JOHNSON	2010-10-14
002	2009-01-01	SANDRA JOHNSON		SANDRA JOHNSON	2010-10-15

Plan Statistics for THE INDEPENDENT ORDER OF FORESTERS U.S. PENSION PLAN

401k plan membership statisitcs for THE INDEPENDENT ORDER OF FORESTERS U.S. PENSION PLAN

Measure Date Value
2018: THE INDEPENDENT ORDER OF FORESTERS U.S. PENSION PLAN 2018 401k membership
Market value of plan assets 2018-12-31 3,791,868
Acturial value of plan assets 2018-12-31 3,791,868
Funding target for retired participants and beneficiaries receiving payment 2018-12-31 0
Number of terminated vested participants 2018-12-31 38
Fundng target for terminated vested participants 2018-12-31 913,962
Active participant vested funding target 2018-12-31 0
Number of active participants 2018-12-31 0
Total funding liabilities for active participants 2018-12-31 0
Total participant count 2018-12-31 38
Total funding target for all participants 2018-12-31 913,962
Balance at beginning of prior year after applicable adjustments 2018-12-31 2,169,633
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 2,169,633
Amount remaining of prefunding balance 2018-12-31 0
Present value of excess contributions 2018-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 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 2,300,896
Balance of prefunding at beginning of current year 2018-12-31 0
Total employer contributions 2018-12-31 0
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 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 75,000
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 0
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
2017: THE INDEPENDENT ORDER OF FORESTERS U.S. PENSION PLAN 2017 401k membership
Market value of plan assets 2017-12-31 4,162,480
Acturial value of plan assets 2017-12-31 4,162,480
Funding target for retired participants and beneficiaries receiving payment 2017-12-31 142,150
Number of terminated vested participants 2017-12-31 55
Fundng target for terminated vested participants 2017-12-31 1,051,214
Active participant vested funding target 2017-12-31 0
Number of active participants 2017-12-31 0
Total funding liabilities for active participants 2017-12-31 0
Total participant count 2017-12-31 56
Total funding target for all participants 2017-12-31 1,193,364
Balance at beginning of prior year after applicable adjustments 2017-12-31 2,089,400
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 2,089,400
Amount remaining of prefunding balance 2017-12-31 0
Present value of excess contributions 2017-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 0
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 2,169,633
Balance of prefunding at beginning of current year 2017-12-31 0
Total employer contributions 2017-12-31 0
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 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 75,000
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 0
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2016: THE INDEPENDENT ORDER OF FORESTERS U.S. PENSION PLAN 2016 401k membership
Market value of plan assets 2016-12-31 4,311,124
Acturial value of plan assets 2016-12-31 4,311,124
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 131,486
Number of terminated vested participants 2016-12-31 64
Fundng target for terminated vested participants 2016-12-31 1,139,428
Active participant vested funding target 2016-12-31 0
Total funding liabilities for active participants 2016-12-31 0
Total participant count 2016-12-31 65
Total funding target for all participants 2016-12-31 1,270,914
Balance at beginning of prior year after applicable adjustments 2016-12-31 2,055,282
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 2,055,282
Amount remaining of prefunding balance 2016-12-31 0
Present value of excess contributions 2016-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 0
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 2,089,400
Balance of prefunding at beginning of current year 2016-12-31 0
Total employer contributions 2016-12-31 0
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 0
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 2016-12-31 150,000
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 0
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 0
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 0
Unpaid minimum required contributions for current year 2016-12-31 0
Unpaid minimum required contributions for all years 2016-12-31 0
2014: THE INDEPENDENT ORDER OF FORESTERS U.S. PENSION PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 317
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 5
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 76
Total of all active and inactive participants 2014-01-01 81
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 81
Number of participants with account balances 2014-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: THE INDEPENDENT ORDER OF FORESTERS U.S. PENSION PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 350
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 4
Number of retired or separated participants receiving benefits 2013-01-01 183
Number of other retired or separated participants entitled to future benefits 2013-01-01 108
Total of all active and inactive participants 2013-01-01 295
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 22
Total participants 2013-01-01 317
Number of participants with account balances 2013-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: THE INDEPENDENT ORDER OF FORESTERS U.S. PENSION PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 401
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 5
Number of retired or separated participants receiving benefits 2012-01-01 185
Number of other retired or separated participants entitled to future benefits 2012-01-01 134
Total of all active and inactive participants 2012-01-01 324
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 26
Total participants 2012-01-01 350
Number of participants with account balances 2012-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: THE INDEPENDENT ORDER OF FORESTERS U.S. PENSION PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 412
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 6
Number of retired or separated participants receiving benefits 2011-01-01 189
Number of other retired or separated participants entitled to future benefits 2011-01-01 179
Total of all active and inactive participants 2011-01-01 374
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 28
Total participants 2011-01-01 402
Number of participants with account balances 2011-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: THE INDEPENDENT ORDER OF FORESTERS U.S. PENSION PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 431
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 6
Number of retired or separated participants receiving benefits 2010-01-01 189
Number of other retired or separated participants entitled to future benefits 2010-01-01 190
Total of all active and inactive participants 2010-01-01 385
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 27
Total participants 2010-01-01 412
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: THE INDEPENDENT ORDER OF FORESTERS U.S. PENSION PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 439
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 6
Number of retired or separated participants receiving benefits 2009-01-01 188
Number of other retired or separated participants entitled to future benefits 2009-01-01 210
Total of all active and inactive participants 2009-01-01 404
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 27
Total participants 2009-01-01 431
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2018: THE INDEPENDENT ORDER OF FORESTERS U.S. PENSION PLAN 2018 401k membership
Market value of plan assets	2018-12-31	3,791,868
Acturial value of plan assets	2018-12-31	3,791,868
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	0
Number of terminated vested participants	2018-12-31	38
Fundng target for terminated vested participants	2018-12-31	913,962
Active participant vested funding target	2018-12-31	0
Number of active participants	2018-12-31	0
Total funding liabilities for active participants	2018-12-31	0
Total participant count	2018-12-31	38
Total funding target for all participants	2018-12-31	913,962
Balance at beginning of prior year after applicable adjustments	2018-12-31	2,169,633
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	2,169,633
Amount remaining of prefunding balance	2018-12-31	0
Present value of excess contributions	2018-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	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	2,300,896
Balance of prefunding at beginning of current year	2018-12-31	0
Total employer contributions	2018-12-31	0
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	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	75,000
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	0
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: THE INDEPENDENT ORDER OF FORESTERS U.S. PENSION PLAN 2017 401k membership
Market value of plan assets	2017-12-31	4,162,480
Acturial value of plan assets	2017-12-31	4,162,480
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	142,150
Number of terminated vested participants	2017-12-31	55
Fundng target for terminated vested participants	2017-12-31	1,051,214
Active participant vested funding target	2017-12-31	0
Number of active participants	2017-12-31	0
Total funding liabilities for active participants	2017-12-31	0
Total participant count	2017-12-31	56
Total funding target for all participants	2017-12-31	1,193,364
Balance at beginning of prior year after applicable adjustments	2017-12-31	2,089,400
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	2,089,400
Amount remaining of prefunding balance	2017-12-31	0
Present value of excess contributions	2017-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	0
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	2,169,633
Balance of prefunding at beginning of current year	2017-12-31	0
Total employer contributions	2017-12-31	0
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	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	75,000
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	0
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: THE INDEPENDENT ORDER OF FORESTERS U.S. PENSION PLAN 2016 401k membership
Market value of plan assets	2016-12-31	4,311,124
Acturial value of plan assets	2016-12-31	4,311,124
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	131,486
Number of terminated vested participants	2016-12-31	64
Fundng target for terminated vested participants	2016-12-31	1,139,428
Active participant vested funding target	2016-12-31	0
Total funding liabilities for active participants	2016-12-31	0
Total participant count	2016-12-31	65
Total funding target for all participants	2016-12-31	1,270,914
Balance at beginning of prior year after applicable adjustments	2016-12-31	2,055,282
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	2,055,282
Amount remaining of prefunding balance	2016-12-31	0
Present value of excess contributions	2016-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	0
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	2,089,400
Balance of prefunding at beginning of current year	2016-12-31	0
Total employer contributions	2016-12-31	0
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	0
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	150,000
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	0
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	0
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0
2014: THE INDEPENDENT ORDER OF FORESTERS U.S. PENSION PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	317
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	5
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	76
Total of all active and inactive participants	2014-01-01	81
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	81
Number of participants with account balances	2014-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: THE INDEPENDENT ORDER OF FORESTERS U.S. PENSION PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	350
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	4
Number of retired or separated participants receiving benefits	2013-01-01	183
Number of other retired or separated participants entitled to future benefits	2013-01-01	108
Total of all active and inactive participants	2013-01-01	295
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	22
Total participants	2013-01-01	317
Number of participants with account balances	2013-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: THE INDEPENDENT ORDER OF FORESTERS U.S. PENSION PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	401
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	5
Number of retired or separated participants receiving benefits	2012-01-01	185
Number of other retired or separated participants entitled to future benefits	2012-01-01	134
Total of all active and inactive participants	2012-01-01	324
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	26
Total participants	2012-01-01	350
Number of participants with account balances	2012-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: THE INDEPENDENT ORDER OF FORESTERS U.S. PENSION PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	412
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	6
Number of retired or separated participants receiving benefits	2011-01-01	189
Number of other retired or separated participants entitled to future benefits	2011-01-01	179
Total of all active and inactive participants	2011-01-01	374
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	28
Total participants	2011-01-01	402
Number of participants with account balances	2011-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: THE INDEPENDENT ORDER OF FORESTERS U.S. PENSION PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	431
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	6
Number of retired or separated participants receiving benefits	2010-01-01	189
Number of other retired or separated participants entitled to future benefits	2010-01-01	190
Total of all active and inactive participants	2010-01-01	385
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	27
Total participants	2010-01-01	412
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: THE INDEPENDENT ORDER OF FORESTERS U.S. PENSION PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	439
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	6
Number of retired or separated participants receiving benefits	2009-01-01	188
Number of other retired or separated participants entitled to future benefits	2009-01-01	210
Total of all active and inactive participants	2009-01-01	404
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	27
Total participants	2009-01-01	431
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on THE INDEPENDENT ORDER OF FORESTERS U.S. PENSION PLAN

Measure	Date	Value
2014 : THE INDEPENDENT ORDER OF FORESTERS U.S. 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	$57,568
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$31,499
Total income from all sources (including contributions)	2014-12-31	$825,769
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$10,048,558
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$9,807,422
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$0
Value of total assets at end of year	2014-12-31	$5,273,595
Value of total assets at beginning of year	2014-12-31	$14,470,315
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$241,136
Total interest from all sources	2014-12-31	$269
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
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Administrative expenses (other) incurred	2014-12-31	$87,192
Liabilities. Value of operating payables at end of year	2014-12-31	$57,568
Liabilities. Value of operating payables at beginning of year	2014-12-31	$31,499
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	$-9,222,789
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$5,216,027
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$14,438,816
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	$8,391
Value of interest in common/collective trusts at end of year	2014-12-31	$5,235,858
Value of interest in common/collective trusts at beginning of year	2014-12-31	$14,470,314
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2014-12-31	$269
Expenses. Payments to insurance carriers foe the provision of benefits	2014-12-31	$8,574,660
Net investment gain or loss from common/collective trusts	2014-12-31	$825,500
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$1,232,762
Asset. Corporate debt instrument debt (other) at end of year	2014-12-31	$37,737
Asset. Corporate debt instrument debt (other) at beginning of year	2014-12-31	$1
Contract administrator fees	2014-12-31	$145,553
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2014-12-31	No
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	KPMG LLP
Accountancy firm EIN	2014-12-31	135565207
2013 : THE INDEPENDENT ORDER OF FORESTERS U.S. 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	$31,499
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$39,397
Total income from all sources (including contributions)	2013-12-31	$529,564
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$1,730,009
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$1,591,051
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$0
Value of total assets at end of year	2013-12-31	$14,470,315
Value of total assets at beginning of year	2013-12-31	$15,678,658
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$138,958
Total interest from all sources	2013-12-31	$198
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	$74,509
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Liabilities. Value of operating payables at end of year	2013-12-31	$31,499
Liabilities. Value of operating payables at beginning of year	2013-12-31	$39,397
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	$-1,200,445
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$14,438,816
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$15,639,261
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	$52,851
Value of interest in common/collective trusts at end of year	2013-12-31	$14,470,314
Value of interest in common/collective trusts at beginning of year	2013-12-31	$15,678,650
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2013-12-31	$198
Net investment gain or loss from common/collective trusts	2013-12-31	$529,366
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$1,591,051
Asset. Corporate debt instrument debt (other) at end of year	2013-12-31	$1
Asset. Corporate debt instrument debt (other) at beginning of year	2013-12-31	$8
Contract administrator fees	2013-12-31	$11,598
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2013-12-31	No
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	KPMG LLP
Accountancy firm EIN	2013-12-31	135565207
2012 : THE INDEPENDENT ORDER OF FORESTERS U.S. PENSION PLAN 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$39,397
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$51,359
Total income from all sources (including contributions)	2012-12-31	$1,048,020
Total of all expenses incurred	2012-12-31	$2,518,038
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$2,313,631
Value of total assets at end of year	2012-12-31	$15,678,658
Value of total assets at beginning of year	2012-12-31	$17,160,638
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$204,407
Total interest from all sources	2012-12-31	$336
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$8,000,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Administrative expenses (other) incurred	2012-12-31	$88,455
Liabilities. Value of operating payables at end of year	2012-12-31	$0
Liabilities. Value of operating payables at beginning of year	2012-12-31	$1,012
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	$-1,470,018
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$15,639,261
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$17,109,279
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	$12,016
Value of interest in common/collective trusts at end of year	2012-12-31	$15,678,650
Value of interest in common/collective trusts at beginning of year	2012-12-31	$17,160,638
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2012-12-31	$336
Net investment gain or loss from common/collective trusts	2012-12-31	$1,047,684
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$2,313,631
Asset. Corporate debt instrument debt (other) at end of year	2012-12-31	$8
Asset. Corporate debt instrument debt (other) at beginning of year	2012-12-31	$0
Contract administrator fees	2012-12-31	$103,936
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2012-12-31	No
Liabilities. Value of benefit claims payable at end of year	2012-12-31	$39,397
Liabilities. Value of benefit claims payable at beginning of year	2012-12-31	$50,347
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	KPMG LLP
Accountancy firm EIN	2012-12-31	135565207
2011 : THE INDEPENDENT ORDER OF FORESTERS U.S. PENSION PLAN 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$51,359
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$43,431
Total income from all sources (including contributions)	2011-12-31	$88,091
Total of all expenses incurred	2011-12-31	$876,125
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$667,874
Value of total assets at end of year	2011-12-31	$17,160,638
Value of total assets at beginning of year	2011-12-31	$17,940,744
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$208,251
Total interest from all sources	2011-12-31	$29
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$8,000,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Administrative expenses (other) incurred	2011-12-31	$76,513
Liabilities. Value of operating payables at end of year	2011-12-31	$1,012
Liabilities. Value of operating payables at beginning of year	2011-12-31	$5,204
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	$-788,034
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$17,109,279
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$17,897,313
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	$29,486
Value of interest in common/collective trusts at end of year	2011-12-31	$17,160,638
Value of interest in common/collective trusts at beginning of year	2011-12-31	$17,940,735
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-12-31	$29
Net investment gain or loss from common/collective trusts	2011-12-31	$88,062
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$667,874
Asset. Corporate debt instrument debt (other) at end of year	2011-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2011-12-31	$9
Contract administrator fees	2011-12-31	$102,252
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2011-12-31	No
Liabilities. Value of benefit claims payable at end of year	2011-12-31	$50,347
Liabilities. Value of benefit claims payable at beginning of year	2011-12-31	$38,227
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	KPMG LLP
Accountancy firm EIN	2011-12-31	135565207
2010 : THE INDEPENDENT ORDER OF FORESTERS U.S. PENSION PLAN 2010 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$43,431
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$35,014
Total income from all sources (including contributions)	2010-12-31	$1,851,155
Total of all expenses incurred	2010-12-31	$896,891
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$713,831
Value of total assets at end of year	2010-12-31	$17,940,744
Value of total assets at beginning of year	2010-12-31	$16,978,063
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$183,060
Total interest from all sources	2010-12-31	$17
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$8,000,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Administrative expenses (other) incurred	2010-12-31	$68,845
Liabilities. Value of operating payables at end of year	2010-12-31	$5,204
Liabilities. Value of operating payables at beginning of year	2010-12-31	$56
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	$954,264
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$17,897,313
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$16,943,049
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	$32,554
Value of interest in common/collective trusts at end of year	2010-12-31	$17,940,735
Value of interest in common/collective trusts at beginning of year	2010-12-31	$16,977,382
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2010-12-31	$17
Net investment gain or loss from common/collective trusts	2010-12-31	$1,851,138
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$713,831
Asset. Corporate debt instrument debt (other) at end of year	2010-12-31	$9
Asset. Corporate debt instrument debt (other) at beginning of year	2010-12-31	$681
Contract administrator fees	2010-12-31	$81,661
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2010-12-31	No
Liabilities. Value of benefit claims payable at end of year	2010-12-31	$38,227
Liabilities. Value of benefit claims payable at beginning of year	2010-12-31	$34,958
Did the plan have assets held for investment	2010-12-31	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	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	KPMG LLP
Accountancy firm EIN	2010-12-31	135565207

Form 5500 Responses for THE INDEPENDENT ORDER OF FORESTERS U.S. PENSION PLAN

2014: THE INDEPENDENT ORDER OF FORESTERS U.S. PENSION PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: THE INDEPENDENT ORDER OF FORESTERS U.S. PENSION PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: THE INDEPENDENT ORDER OF FORESTERS U.S. PENSION PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: THE INDEPENDENT ORDER OF FORESTERS U.S. PENSION PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: THE INDEPENDENT ORDER OF FORESTERS U.S. PENSION PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: THE INDEPENDENT ORDER OF FORESTERS U.S. PENSION PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number	GA-48029
Policy instance	1

Potentially related plans

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	THE INDEPENDENT ORDER OF FORESTERS
Employer identification number (EIN):	980000680
NAIC Classification:	525990
NAIC Description:	Other Financial Vehicles