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401k Sponsoring company profile

EMPOWER ANNUITY INSURANCE COMPANY has sponsored the creation of one or more 401k plans.

Company Name:EMPOWER ANNUITY INSURANCE COMPANY
Employer identification number (EIN):061050034

Additional information about EMPOWER ANNUITY INSURANCE COMPANY

Jurisdiction of Incorporation:
Incorporation Date:
Company Identification Number:

More information about EMPOWER ANNUITY INSURANCE COMPANY

The following addresses have been detected on the 401k submissions:

USA Mailing Address
280 TRUMBULL ST.
HARTFORD
CT
06103
Date first seen: 2007-07-01
Date last seen: 2024-06-30
USA Mailing Address
222 BERKELEY STREET, 15TH FLOOR
BOSTON
MA
02116
Date first seen: 2007-01-01
Date last seen: 2024-06-30
USA Mailing Address
80 LIVINGSTON AVE.
ROSELAND
NJ
07068
Date first seen: 2008-10-01
Date last seen: 2024-08-31
USA Location Address
80 LIVINGSTON AVE.
ROSELAND
NJ
07068
Date first seen: 2008-10-01
Date last seen: 2024-08-31
USA Location Address
280 TRUMBULL ST.
HARTFORD
CT
06103
Date first seen: 2007-07-01
Date last seen: 2024-10-14

Plan Sponsor Events

Sponsoring Company Events

DateDescription
2024-10-14061050034 Change of name detected from PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY to EMPOWER ANNUITY INSURANCE COMPANY
2024-10-11061050034 Change of name detected from PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY to EMPOWER ANNUITY INSURANCE COMPANY
2024-10-09061050034 Change of name detected from PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY to EMPOWER ANNUITY INSURANCE COMPANY
2024-10-07061050034 Change of name detected from PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY to EMPOWER ANNUITY INSURANCE COMPANY
2024-10-05061050034 Change of name detected from PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY to EMPOWER ANNUITY INSURANCE COMPANY
2024-10-04061050034 Change of name detected from PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY to EMPOWER ANNUITY INSURANCE COMPANY
2024-10-03061050034 Change of name detected from PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY to EMPOWER ANNUITY INSURANCE COMPANY
2024-10-03061050034 Change of plan name detected from PRUDENTIAL TOTAL RETURN BOND (ISP) to PRUDENTIAL TOTAL RETURN BOND (SACP1) for plan ID 814
2024-10-02061050034 Change of name detected from PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY to EMPOWER ANNUITY INSURANCE COMPANY
2024-10-01061050034 Change of name detected from PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY to EMPOWER ANNUITY INSURANCE COMPANY
2024-10-01061050034 Change of plan name detected from PGIM QUANT SOLUTIONS INTERNATIONAL DEVELOPED MARKETS INDEX FUND (SAIBQ) (SAIBQ) to PGIM QUANT SOLUTIONS INTERNATIONAL DEVELOPED MARKETS INDEX FUND (SAIBQ) for plan ID 791
2024-09-30061050034 Change of name detected from PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY to EMPOWER ANNUITY INSURANCE COMPANY
2024-09-27061050034 Change of name detected from PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY to EMPOWER ANNUITY INSURANCE COMPANY
2024-09-26061050034 Change of name detected from PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY to EMPOWER ANNUITY INSURANCE COMPANY
2024-09-26061050034 Change of plan name detected from MID CAP GROWTH/TIMESSQUARE FUND - SAMCGX to MID CAP GROWTH/TIMESSQUARE FUND - SAMG3 for plan ID 186
2024-09-25061050034 Change of name detected from PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY to EMPOWER ANNUITY INSURANCE COMPANY
2024-09-20061050034 Change of name detected from PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY to EMPOWER ANNUITY INSURANCE COMPANY
2021-10-12061050034 Change of name detected from PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY to PRUDENTIAL RETIREMENT AND INSURANCE ANNUITY COMPANY
2021-10-12061050034 Change of name detected from PRUDENTIAL RETIREMENT AND INSURANCE ANNUITY COMPANY to PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY
2021-10-12061050034 Change of name detected from PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY to PRUDENTIAL RETIREMENT INSURANCE AND ANNUNITY COMPANY
2021-10-12061050034 Change of name detected from PRUDENTIAL RETIREMENT INSURANCE AND ANNUNITY COMPANY to PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY

EMPOWER ANNUITY INSURANCE COMPANY 401k Plans

Plan id# Plan Name Plan Start Date Plan Effective Date
698PRUDENTIAL DAY ONE INCOME FUND2014-01-01 2021-01-01
700PRUDENTIAL INCOMEFLEX TARGET EASYPATH 2060 FUND2014-01-01 2023-01-01
261OAKMARK SELECT I FUND - SA55O12014-01-01 2014-01-01
819ALLIANCEBERNSTEIN BALANCED 50/50 COLLECTIVE TRUST2014-01-01 2023-01-01
615NTGI-QM COLL DAILY EAFE INDEX - LENDING - SA5EI2014-01-01 2018-01-01
743MANNING & NAPIER RETIREMENT TARGET 20502014-01-01 2014-01-01
696PRUDENTIAL INCOMEFLEX TARGET EASYPATH 20552014-01-01 2023-01-01
482JANUS ADVISER FORTY FUND A SHARES - SA5F12014-01-01 2014-01-01
768PRUDENTIAL INCOMEFLEX TARGET ASSET ALLOCATION - SA 5DA2014-01-01 2023-01-01
390SSGA RUSSELL 1000 GROWTH INDEX FUND - SA55A92014-01-01 2023-01-01
718JENNISON SMALL CAP CORE EQUITY-SASB32014-01-01 2023-01-01
747LARGE CAP GROWTH / EATON VANCE FUND - SALG82014-01-01 2021-01-01
783JENNISON MID CAP GROWTH2014-01-01 2023-01-01
484BLACKROCK GLOBAL SMALL CAP A - SA5GM2014-01-01 2014-01-01
691PRUDENTIAL INCOMEFLEX TARGET EASYPATH 2030 FUND2014-01-01 2023-01-01
436THORNBURG INTERNATIONAL VALUE FUND-R1 SHS - SA55TH2014-01-01 2014-01-01
681DAY ONE 20302014-01-01 2021-01-01
689PRUDENTIAL INCOMEFLEX TARGET EASYPATH 20202014-01-01 2021-01-01
685DAY ONE 20502014-01-01 2021-01-01
769PRUDENTIAL INCOMEFLEX TARGET ASSET ALLOCATION IRA2014-01-01 2023-01-01
807MUNDER MID CAP GROWTH (SA4AK)2014-01-01 2014-01-01
780PIMCO LONG DURATION BOND FUND - SA4AA2014-01-01 2023-01-01
688PRUDENTIAL INCOMEFLEX TARGET EASYPATH 20152014-01-01 2021-01-01
812PRUDENTIAL INCOMEFLEX TARGET VANGUARD BALANCED IND2014-01-01 2023-01-01
797LARGE CAP GROWTH BROWN FUND (SALG9)2014-01-01 2014-01-01
817T. ROWE PRICE U.S. LARGE CAP VALUE EQUITY - SA4BE2014-01-01 2023-01-01
794LARGECAP VALUE CEREDEX VALUE ADVISORS FUND SALV92014-01-01 2014-01-01
791PGIM QUANT SOLUTIONS INTERNATIONAL DEVELOPED MARKETS INDEX FUND (SAIBQ)2014-01-01 2023-01-01
684DAY ONE 20452014-01-01 2021-01-01
755PRUDENTIAL INCOMEFLEX T ROWE PRICE RETIREMENT 20302014-01-01 2023-01-01
695PRUDENTIAL INCOMEFLEX TARGET EASYPATH 2050 FUND2014-01-01 2023-01-01
753PRUDENTIAL INCOMEFLEX T ROWE PRICE RETIREMENT 20202014-01-01 2023-01-01
714PRUDENTIAL LONG DURATION CORPORATE BOND FUND-SALDC2014-01-01 2023-01-01
778LEE MUNDER MID CAP VALUE (SA4AU)2014-01-01 2023-01-01
799MFS INTERNATIONAL VALUE EQUITY (SA4AI)2014-01-01 2023-01-01
638INCOME FLEX CONSERVATIVE FUND2014-01-01 2021-01-01
719INTERNATIONAL BLEND - THORNBURG FUND - SAIBT2014-01-01 2023-01-01
754PRUDENTIAL INCOMEFLEX T ROWE PRICE RETIREMENT 20252014-01-01 2023-01-01
785COLUMBIA DIVIDEND VALUE (SA4AT)2014-01-01 2023-01-01
814PRUDENTIAL TOTAL RETURN BOND (SACP1)2014-01-01 2023-01-01
809PRUDENTIAL INCOMEFLEX VANGUARD TARGET RETIREMENT INCOME - SAIFV2014-01-01 2023-01-01
820WELLS CAPITAL INTERNATIONAL BOND - SA4BG2014-01-01 2018-01-01
790INTERNATIONAL BOND / PIMCO FUND2014-01-01 2023-01-01
759PRUDENTIAL INCOMEFLEX T ROWE PRICE RETIREMENT 20502014-01-01 2023-01-01
686DAY ONE 20552014-01-01 2021-01-01
687PRUDENTIAL INCOMEFLEX TARGET EASYPATH 20102014-01-01 2020-01-01
818PRUDENTIAL INCOMEFLEX TARGET BALANCED FUND2014-01-01 2023-01-01
760PRUDENTIAL INCOMEFLEX T ROWE PRICE RETIREMENT 20552014-01-01 2023-01-01
694PRUDENTIAL INCOMEFLEX TARGET EASYPATH 2045 FUND2014-01-01 2023-01-01
787SENTINEL LARGE CAP CORE (SA4AW)2014-01-01 2020-01-01
758PRUDENTIAL INCOMEFLEX T ROWE PRICE RETIREMENT 20452014-01-01 2023-01-01
757PRUDENTIAL INCOMEFLEX T ROWE PRICE RETIREMENT 20402014-01-01 2023-01-01
781INVESCO SMALL CAP VALUE - SA4AG2014-01-01 2020-01-01
776EAGLE M CAP GROWTH - ISP -SA4AN2014-01-01 2023-01-01
806GOLDMAN SACHS MID CAP VALUE (SA4AD)2014-01-01 2014-01-01
693PRUDENTIAL INCOMEFLEX TARGET EASYPATH 20402014-01-01 2023-01-01
793MIDCAPVALUE WEDGE CAPITAL MANAGEMENT SAMV72014-01-01 2021-01-01
091FIDELITY CONTRAFUND ACCOUNT - SA55N2014-01-01 2014-01-01
435T. ROWE PRICE GROWTH STOCK FUND-ADV SHS - SA55T62014-01-01 2023-01-01
124BARCLAY EXTENDED EQUITY MARKET FUND - SABGI2014-01-01 2023-01-01
167LIFETIME30 FUND - L22014-01-01 2021-01-01
080TEMPLETON FOREIGN ACCOUNT - SA55HS2014-01-01 2023-01-01
072ABERDEEN INTERNATIONAL EQUITY FUND CLASS R - SA55F2014-01-01 2014-01-01
313HENSSLER EQUITY FUND - SA55HE2014-01-01 2014-01-01
128LARGE CAP GROWTH/GOLDMAN SACHS FUND - SACG2014-01-01 2023-01-01
037INVESTMENT GRADE CORPORATE BOND/PIM FUND - SA142014-01-01 2023-01-01
229BALANCED/TURNER INVSTMNT PARTNERS, PIM FUND - B2F2014-01-01 2014-01-01
319SMALL CAP GROWTH/BOSTON CO. - SASG32014-01-01 2023-01-01
671QMA US BROAD MARKET INDEX - SALB42015-01-01 2021-01-01
750PRUDENTIAL INCOMEFLEX T ROWE PRICE RETIREMENT 20052015-01-01 2023-01-01
077PIMCO TOTAL RETURN FUND - INSTITUTIONAL - SA55G22015-01-01 2023-01-01
158STRATEGIC PORTFOLIO - MODERATE 2 - L162015-01-01 2014-01-01
108AMERICAN CENTURY - 20TH CENTURY ULTRA FUND - SA55X2015-01-01 2014-01-01
213TIMESSQUARE SMALL CAP GROWTH-INSTITUTIONAL - SASGI2015-01-01 2020-01-01
479DIAMOND HILL SMALL CAP CL A - SA5DH2015-01-01 2014-01-01
709PRUDENTIAL INCOMEFLEX VANGUARD TARGET RETIREMENT 2 040 - SAV402015-01-01 2023-01-01
391GOLDMAN SACHS SMALL CAP VALUE - CLASS A - SA55GS2015-01-01 2014-01-01
305COHEN&STEERS REALITY INCOME FUND I SHARE - SA55CS2015-01-01 2023-01-01
636INCOME FLEX AGGRESSIVE FUND2015-01-01 2021-01-01
104TURNER MID CAP GROWTH FUND - SA55TM2014-01-01 2014-01-01
318LARGE CAP VALUE/LSV ASSET MANAGEMENT - SALV52015-01-01 2021-01-01
039HIGH GRADE BOND/GSAM FUND - SA162015-01-01 2023-01-01
708PRU INCOMEFLEX VANGUARD TARGET RETIREMENT 20352015-01-01 2021-01-01
174PRUDENTIAL/LAZARD LIFESTYLE50 FUND - L122015-01-01 2014-01-01
560MID CAP GROWTH/WESTFIELD CAPITAL FUND - SAMG62014-01-01 2023-01-01
129LARGE CAP VALUE / AJO FUND - SACV2015-01-01 2023-01-01
079TEMPLETON GROWTH ACCOUNT - SA55GT2015-01-01 2020-01-01
495ALLIANCEBERNSTEIN INTL VALUE FUND -CLASS R - SA5NA2015-01-01 2014-01-01
073OLD MUTUAL GROWTH FUND CLASS Z SHARES - SA55FU2014-01-01 2014-01-01
068LAZARD SMALL CAP EQUITY - SA55E32014-01-01 2014-01-01
151CORE BOND/PIM FUND - 1112014-01-01 2021-01-01
038CORPORATE BOND/PIM FUND - SA152015-01-01 2021-01-01
450RETIREMENT GOAL 2050 FUND - LS52014-01-01 2021-01-01
500THORNBURG CORE GROWTH FUND R3 - SA5TG2014-01-01 2014-01-01
559MID CAP GROWTH/FRONTIER CAPITAL FUND - SAMG52015-01-01 2023-01-01
365RETIREMENT GOAL 2010 FUND - LP12015-01-01 2020-01-01
409MID CAP GROWTH / GOLDMAN SACHS FUND - SAMG42014-01-01 2023-01-01
269WELLS FARGO SMALL CAP VALUE FUND-CLASS Z - SA5S22014-01-01 2014-01-01
075CREDIT SUISSE MID-CAP GROWTH FUND - SA55G2015-01-01 2014-01-01
680DAY ONE 20252014-01-01 2021-01-01
171PRUDENTIAL/LAZARD LIFESTYLE20 FUND - L92015-01-01 2014-01-01
250CORE BOND FUND - 11D2015-01-01 2021-01-01
284MS INST. FUND TRUST U.S. MIDCAP VALUE - SA55M12014-01-01 2014-01-01
187MID CAP VALUE/WELLINGTON MGMT FUND - SAMV12015-01-01 2023-01-01
621NT COLL DAILY RUSSELL 3000 EQUITY INDEX - SA5R32015-01-01 2023-01-01
267WELLS FARGO OPPORTUNITY FUND-INV SHARES - SA55S32015-01-01 2014-01-01
300HIGH YIELD BOND/CAYWOOD-SCHOLL FUND - SACSF2015-01-01 2023-01-01
704PRUDENTIAL INCOMEFLEX VANGUARD TARGET RETIREMENT 2015 - SAV152014-01-01 2014-01-01
786ROBECO BP LARGE CAP VALUE EQUITY (SA4AX)2014-01-01 2023-01-01
057FIDELITY ADVISOR VALUE STRATEGIES FUND - SA55C2014-01-01 2014-01-01
161STRATEGIC PORTFOLIO - MODERATE 5 - L192014-01-01 2014-01-01
150CORE BOND/PIM FUND - 112015-01-01 2021-01-01
299CORE PLUS BOND/PIMCO FUND - SACPP2015-01-01 2023-01-01
788EMERGING MARKETS EQUITY JP MORGAN FUND2015-01-01 2014-01-01
296BALANCED/WELLINGTON MGMT., PIM FUND - B4F2014-01-01 2018-01-01
142MORTGAGE-BACKED SECURITIES/PIM FUND - SAMBS2015-01-01 2023-01-01
109FIDELITY MAGELLAN ACCOUNT - SA55Y2015-01-01 2014-01-01
441MID CAP VALUE / INTEGRITY FUND - SAMV42015-01-01 2023-01-01
679DAY ONE 20202015-01-01 2021-01-01
307OAKMARK EQUITY & INCOME CLASS I - SA5O32015-01-01 2014-01-01
488MFS INTERNATIONAL GROWTH FUND CLASS A - SA5MI2015-01-01 2014-01-01
677DAY ONE 20102015-01-01 2020-01-01
637INCOME FLEX MODERATE FUND2015-01-01 2021-01-01
276WELLS FARGO SMALL CAP VALUE FUND-CLASSA - SA55S12015-01-01 2014-01-01
346RETIREMENT GOAL 2040 FUND - LS42015-01-01 2021-01-01
310VANGUARD GROWTH & INCOME ADMIRAL SHARES - SA55V32015-01-01 2014-01-01
353VICTORY DIVERSIFIED STOCK FUND - CLASS A - SA55VD2015-01-01 2014-01-01
065CREDIT SUISSE CAPITAL APPRECIATION ACCOUNT - SA55E2015-01-01 2014-01-01
085AIM BASIC BALANCED FUND INVESTOR SHARES - SA55K12015-01-01 2023-01-01
493ALLIANCEBERNSTEIN GLOBAL VALUE CLASS A - SA5N82015-01-01 2014-01-01
438AMERICAN CENTURY REAL ESTATE FUND INV SHS - SA55AR2015-01-01 2023-01-01
268WELLS FARGO OPPORTUNITY FUND-ADV SHARES - SA55S42015-01-01 2014-01-01
497OPPENHEIMER DEVELOPING MRKTS FUND CLASS A - SA5OD2015-01-01 2014-01-01
169LIFETIME50 FUND - L42015-01-01 2021-01-01
805RIDGEWORTH MID CAP VALUE (SA4AF)2015-01-01 2023-01-01
496ALLIANCEBERNSTEIN INTL VALUE FUND CLASS K - SA5NN2015-01-01 2014-01-01
692PRUDENTIAL INCOMEFLEX TARGET EASYPATH 2035 FUND2015-01-01 2023-01-01
093FIDELITY EQUITY INCOME II ACCOUNT - SA55P2015-01-01 2014-01-01
036CORE BOND ENHANCED INDEX/PIM FUND - SA122015-01-01 2021-01-01
705PRUDENTIAL INCOMEFLEX VANGUARD TARGET RETIREMENT 2 020 - SAV202015-01-01 2023-01-01
752PRUDENTIAL INCOMEFLEX T ROWE PRICE RETIREMENT 20152015-01-01 2023-01-01
544PRUDENTIAL RETIREMENT REAL ESTATE FUND - 0362015-01-01 2020-01-01
682DAY ONE 20352015-01-01 2021-01-01
074AMERICAN CENTURY ULTRA ADVISOR SHARES - SA55FV2012-01-01 2014-01-01
392GOLDMAN SACHS SMALL CAP VALUE INST CLASS - SA55GV2012-01-01 2014-01-01
273IVY SMALL CAP GROWTH FUND - Y SHARES - SA55W22015-01-01 2014-01-01
125INTERNATIONAL BLEND AQR (SABIA)2015-01-01 2023-01-01
095FIDELITY PURITAN ACCOUNT - SA55Q2015-01-01 2014-01-01
631NT COLLECTIVE DAILY AGGREGATE BOND INDEX - SANT42012-01-01 2021-01-01
047STATE ST GLOBAL ADV INTERMEDIATE BOND FUND SA55A32012-01-01
526IFX AST ACADEMIC STRATEGIES ASSET ALLOCATION - AS62012-01-01 2021-01-01
083DREYFUS FOUNDERS GROWTH ACCOUNT - SA55JR2012-01-01
280EXETER PRO-BLEND EXTENDED TERM SERIES - SA55X32012-01-01 2014-01-01
253LARGE CAP GROWTH/AMERICAN CENTURY FUND - SALG32015-01-01 2023-01-01
281EXETER PRO-BLEND MAXIMUM TERM SERIES - SA55X52015-01-01 2014-01-01
107AMERICAN CENTURY - 20TH CENT HERITAGE FUND - SA55W2015-01-01 2018-01-01
683DAY ONE 20402015-01-01 2021-01-01
618SSGA DOW JONES TGT 2025 SL SERIES CLASS A - SA5J32012-01-01
620SSGA DOW JONES TGT 2045 SL SERIES CLASS A - SA5J52012-01-01
349INTERNATIONAL BLEND/ARTIO FUND - SAIE22015-01-01 2023-01-01
184LARGE CAP VALUE/WELLINGTON MGMT FUND - SALV32015-01-01 2023-01-01
649OPPENHEIMER INTERNATIONAL BOND FUND Y - SA-5O52015-01-01 2014-01-01
345RETIREMENT GOAL 2030 FUND - LS32015-01-01 2021-01-01
081FIDELITY ADVISOR EQUITY GROWTH FUND - SA55I2012-01-01 2014-01-01
030DRYDEN EMERGING MARKETS FUND - SAEMG2015-01-01 2023-01-01
487LORD ABBETT SMALL CAP BLEND FUND CLASS P - SA5LS2015-01-01 2014-01-01
446BALANCED GROWTH FUND - B5F2015-01-01 2023-01-01
784EAGLE SMALL CAP GROWTH (SA4AM)2015-01-01 2014-01-01
647MID CAP VALUE / SYSTEMATIC FUND - SAMV62015-01-01 2023-01-01
782NFJ INTERNATIONAL VALUE (SA4AH)2015-01-01 2014-01-01
800SMALL CAP GROWTH PALISADE CAPITAL MANAGEMENT FUND2015-01-01 2014-01-01
789PRUDENTIAL REAL ASSETS FUND2015-01-01 2023-01-01
690PRUDENTIAL INCOMEFLEX TARGET EASYPATH 20252015-01-01 2021-01-01
367RETIREMENT GOAL 2030 FUND - LP32015-01-01 2021-01-01
538MID CAP BLEND/ENHANCED INDEX QM FUND - SAMB42015-01-01 2023-01-01
096AIM DYNAMICS FUND - SA55QJ2015-01-01 2014-01-01
711PRUDENTIAL INCOMEFLEX VANGUARD TARGET RETIREMENT 20502015-01-01 2023-01-01
498PCGRX PIONEER MID CAP VALUE FUND CLASS A SHARES2012-01-01
358T. ROWE PRICE BLUE CHIP GROWTH - R SHARES - SA55T42012-01-01 2014-01-01
394WADDELL&REED ADVISORS SCIENCE & TECH FUND - SA55W32012-01-01 2014-01-01
312LARGE CAP VALUE/BARROW HANLEY FUND - SALV42015-01-01 2023-01-01
630NT COLL DAILY RUSSELL 2000 EQUITY INDEX - SANT32015-01-01 2021-01-01
133GOVERNMENT SECURITIES/PIM FUND - SAGB12015-01-01 2023-01-01
086DREYFUS FOUNDERS BALANCED ACCOUNT - SA55KQ2012-01-01
347VANGUARD BALANCED FUND - ADMIRAL SHARES - SA55V42015-01-01 2014-01-01
815PRUDENTIAL RETIREMENT CORE PLUS FIXED INCOME - MULTI-MANAGED SERIES2015-01-01 2023-01-01
449RETIREMENT GOAL 2050 FUND - LP52015-01-01 2021-01-01
040CORE PLUS BOND/REAMS FUND - SA182015-01-01 2023-01-01
808PRUDENTIAL INCOMEFLEX VANGUARD BALANCED INDEX FUND2015-01-01 2023-01-01
272FRANKLIN BALANCE SHEET INVESTMENT A - SA55GF2015-01-01 2014-01-01
048STATE ST GLOBAL ADV RUSSELL 3000 INDEX - SA55A42015-01-01 2023-01-01
555GOLDMAN SACHS HIGH YIELD FUND I SHARES - SA5GI2015-01-01 2023-01-01
270LORD ABBETT AFFILIATED FUND - CLASS P - SA55LA2015-01-01 2014-01-01
292COLUMBIA INTERNATIONAL VALUE FUND-CLASS A - SA55NV2015-01-01 2014-01-01
344RETIREMENT GOAL 2020 FUND - LS22015-01-01 2021-01-01
795LARGE CAP VALUE NUVEEN ASSET MANAGEMENT FUND SALV82015-01-01 2015-01-01
827CORE PLUS BOND I FUND2015-01-01 2021-01-01
071JANUS ADVISOR WORLDWIDE FUND - SA55EW2015-01-01 2014-01-01
064JANUS ADVISOR LARGE-CAP GROWTH FUND - SA55DX2015-01-01 2014-01-01
180JANUS ADVISOR BALANCED FUND CLASS S - SA55DZ2015-01-01 2023-01-01
263ALLIANCE BERNSTEIN GROWTH & INCOME FUND A - SA55N22015-01-01 2014-01-01
352T. ROWE PRICE EQUITY INCOME FUND-R SHARES - SA55T52015-01-01 2021-01-01
506VANGUARD WELLESLEY INCOME INV - SA5VW2015-01-01 2023-01-01
824WESTERN ASSET CORE PLUS BOND FUND SA4BJ2015-01-01 2023-01-01
485BLACKROCK GLOBAL SMALL CAP R - SA5GN2015-01-01 2014-01-01
053FIDELITY ADVISOR BALANCED ACCT - SA55B2015-01-01 2014-01-01
304AMERICAN CENTURY EQUITY INCOME INV SHARE - SA55AC2015-01-01 2014-01-01
283EXETER PRO-BLEND CONSERVATIVE TERM SERIES - SA55X42015-01-01 2014-01-01
266T. ROWE PRICE SMALL CAP STOCK-ADVISOR SHS - SA55T32015-01-01 2014-01-01
045STATE ST GLOBAL ADVISORS EAFE SERIES FUND - SA55A12015-01-01 2023-01-01
185MID CAP GROWTH/ARTISAN PARTNERS - SAMG12015-01-01 2023-01-01
286BALANCED/WELLINGTON MGMT., PIM FUND - BF42015-01-01 2021-01-01
366RETIREMENT GOAL 2020 FUND - LP22015-01-01 2021-01-01
515LIFETIME 60 FUND-INCOME FLEX - IF52015-01-01 2021-01-01
751PRUDENTIAL INCOMEFLEX T. ROWE PRICE RETIREMENT 201 0 - SA3AO2015-01-01 2023-01-01
132SMALL CAP GROWTH/TIMESSQUARE FUND - SAFTF2015-01-01 2023-01-01
251ALLIANCE BERNSTEIN BALANCED SHARES FUND A - SA55N12015-01-01 2014-01-01
701SMALL CAP VALUE/VICTORY FUND - SASV82015-01-01 2023-01-01
176CIGNA REALTY INVESTORS OPEN-END REAL ESTATE - SAR2015-01-01 2014-01-01
410SMALL CAP VALUE/MUNDER CAPITAL FUND - SASV42015-01-01 2023-01-01
440MID CAP VALUE / CRM FUND - SAMV32015-01-01 2023-01-01
826METWEST CORE PLUS BOND FUND (SA4BH)2015-01-01 2023-01-01
541SMALL CAP VALUE/OPUS CAPITAL FUND - SASV62015-01-01 2023-01-01
070JANUS WORLDWIDE ACCOUNT - SA55EV2015-01-01 2014-01-01
044FIDELITY ADVISOR GROWTH OPPORTUNITIES FUND - SA55A2015-01-01 2014-01-01
274T. ROWE PRICE BLUE CHIP GROWTH-ADV SHARES - SA55T12015-01-01 2023-01-01
483JANUS ADVISER FORTY FUND R SHARES - SA5F22015-01-01 2014-01-01
282EXETER PRO-BLEND MODERATE TERM SERIES - SA55X22015-01-01 2014-01-01
314STATE ST GLOBAL ADV RUSSELL 2000 INDEX - SA55A72015-01-01 2023-01-01
293AIM SMALL CAP GROWTH CLASS A - SA55AS2015-01-01 2023-01-01
097FIDELITY GROWTH & INCOME ACCOUNT - SA55R2015-01-01 2014-01-01
126SMALL CAP VALUE/MC FUND - SABSC2015-01-01 2023-01-01
123DRYDEN S&P INDEX FUND - SAB2015-01-01 2023-01-01
411MID CAP VALUE / COOKE & BIELER FUND - SAMV22015-01-01 2023-01-01
540SMALL CAP GROWTH EMERALD FUND (SASG5)2015-01-01 2023-01-01
343RETIREMENT GOAL 2010 FUND - LS12015-01-01 2020-01-01
082AIM DIVERSIFIED DIVIDEND FUND INV SHARES - SA55J2015-01-01 2014-01-01
306CALVERT SOCIAL INVESTMENT FUND - CLASS A - SA55CV2015-01-01 2014-01-01
434T. ROWE PRICE GROWTH STOCK FUND-R SHARES - SA55T72015-01-01 2021-01-01
186MID CAP GROWTH/TIMESSQUARE FUND - SAMG32015-01-01 2023-01-01
499PIONEER MID CAP VALUE FUND R SHARES - SA5PV2015-01-01 2014-01-01
480DODGE & COX INTERNATIONAL STOCK FUND - SA5DI2015-01-01 2023-01-01
256SMALL CAP VALUE/TS&W FUND - SASV22015-01-01 2023-01-01
230BALANCED/TURNER INVSTMNT PARTNERS, PIM FUND - BF22015-01-01 2014-01-01
181AIM TECHNOLOGY FUND - SA55L12015-01-01 2014-01-01
317VANGUARD WELLINGTON FUND ADMIRAL SHARES - SA55V22015-01-01 2014-01-01
513LIFETIME 40 FUND-INCOME FLEX - IF32015-01-01 2021-01-01
628NTGI-QM COLL DAILY S&P400 EQ INDEX FUND - SANT12015-01-01 2021-01-01
183AMERICAN CENTURY INTERNATIONAL GROWTH-INV - SA55X12015-01-01 2014-01-01
166LIFETIME20 FUND - L12015-01-01 2021-01-01
099CREDIT SUISSE LARGE-CAP VALUE-ADVISOR SHRS - SA55S2015-01-01 2014-01-01
813ALLIANCEBERNSTEIN BALANCED 60/40 COLLECTIVE TRUST2015-01-01 2023-01-01
170LIFETIME60 FUND - L52015-01-01 2021-01-01
511LIFETIME 20 FUND-INCOME FLEX - IF12015-01-01 2021-01-01
067LAZARD INTERNATIONAL EQUITY FUND - SA55E22015-01-01 2014-01-01
534INTERNATIONAL BLEND/PICTET ASSET FUND - SAIB22015-01-01 2023-01-01
368RETIREMENT GOAL 2040 FUND - LP42015-01-01 2021-01-01
041PRUDENTIAL SHORT-TERM BOND FUND - SA202015-01-01 2023-01-01
173PRUDENTIAL/LAZARD LIFESTYLE40 FUND - L112015-01-01 2014-01-01
342RETIREMENT GOAL INCOME FUND - LS02015-01-01 2021-01-01
707PRUDENTIAL INCOMEFLEX VANGUARD TARGET RETIREMENT 2 030 - SAV302015-01-01 2023-01-01
650SMALL CAP GROWTH/COLUMBUS CIRCLE FUND - SASG72015-01-01 2023-01-01
354OAKMARK EQUITY & INCOME (CLASS II) - SA55O42015-01-01 2014-01-01
172PRUDENTIAL/LAZARD LIFESTYLE30 FUND - L102015-01-01 2014-01-01
512LIFETIME 30 FUND-INCOME FLEX - IF22015-01-01 2021-01-01
533PRU COMM MORT SEPACCT - SA-COMO2015-01-01 2023-01-01
090NEUBERGER & BERMAN GUARDIAN - SA55MN2015-01-01 2014-01-01
408LARGE CAP GROWTH / JENNISON FUND - SALG62015-01-01 2023-01-01
098FIDELITY ADVISOR EQUITY INCOME FUND - SA55RH2015-01-01 2014-01-01
364RETIREMENT GOAL INCOME FUND - LP02015-01-01 2021-01-01
257SMALL CAP VALUE/KENNEDY CAPITAL FUND - SASV32015-01-01 2023-01-01
066LAZARD EQUITY ACCOUNT - SA55E12015-01-01 2014-01-01
092NEUBERGER & BERMAN PARTNERS FUND - SA55NM2015-01-01 2014-01-01
527IFX AST BALANCED AA PORTFOLIO - AS72015-01-01 2023-01-01
055AIM CHARTER ACCOUNT - SA55BY2009-01-01 2014-01-01
100TURNER DISCIPLINED LARGE CAP GROWTH FUND - SA55SG2009-01-01
670INTERNATIONAL BLEND ARTIO / II - SAAI22009-01-01
548MORALLY RESPONSIBLE LARGE CAP GROWTH - SARLG2009-01-01
549MORALLY RESPONSIBLE LARGE CAP VALUE AJO - SARLV2009-01-01
673QMA SMALL CAP BLEND ENHANCED INDEX FUND - SA5I22009-09-22
058PUTNAM CORE GROWTH EQUITY ACCOUNT - SA55C12008-01-01
713TEMPLETON GLOBAL BOND ADV - SA5TB2009-10-08
046STATE STREET GLOBAL ADVISORS GC BOND FUND - SA55A22009-01-01
537LONG DURATION BOND/IR&M FUND - SALDB2009-01-01 2023-01-01
157STRATEGIC PORTFOLIO - CONSERVATIVE 3 - L152009-01-01
589MANNING & NAPIER RTRMNT TRGT 2020 - SAMN32009-01-01 2014-01-01
590MANNING & NAPIER RTIRMNT TRGT 2030 - SAMN42009-01-01 2014-01-01
423VAN KAMPEN COMSTOCK FUND-R SHARES - SA55VC2009-01-01
587MANNING & NAPIER RTRMNT TRGT - SAMN12009-01-01 2014-01-01
143MID CAP BLEND/BATTERYMARCH FUND - SAMCG2009-01-01
525IND ANNUITY AST CAPITAL GROWTH - AS52009-01-01 2023-01-01
271WADDELL & REED ADVISORS ACCUMULATIVE FUND - SA55W12009-01-01
321ALLIANCE BERNSTEIN LARGE CAP GROWTH - SA5N42009-01-01
214TIMESSQUARE SMALL CAP GROWTH - PREMIER - SASGP2009-01-01
050STATE ST GLOBAL ADV PASSIVE BOND INDEX FUND SA55A62009-01-01
311CORE BOND/BLACKROCK FUND - SABRC2009-01-01
439SMALL CAP VALUE/INTEGRITY FUND - SASV52009-01-01 2023-01-01
712AF EUROPACIFIC GR R2 - 5AF2009-10-08
063JANUS ACCOUNT - SA55DW2009-01-01
616SSGA DOW JONES TRGT TODAY SL SER CLASS A - SA5J12009-01-01
536LARGE CAP BLEND/ENHANCED INDEX QM FUND - SALB32009-01-01 2023-01-01
426OPPENHEIMER SMALL & MID-CAP VALUE FUND - SA55OS2009-01-01 2014-01-01
088DREYFUS FOUNDERS WORLDWIDE GROWTH FUND - SA55LP2009-01-01
475SMALL CAP VALUE/MELLON EQUITY FUND - SASV72009-01-01
042PRIVATE PLACEMENT FUND - SA302009-01-01 2023-01-01
831PRUDENTIAL INCOMEFLEX TARGET VANGUARD BALANCED INDEX FUND2016-01-01 2021-01-01
141LARGE CAP GROWTH JPMORGAN INVESTMENT MANAGEMENT FUND (SALC2)2016-01-01 2023-01-01
810PRUDENTIAL INCOMEFLEX VANGUARD TARGET RETIREMENT 20552016-01-01 2021-01-01
351SSGA S&P MIDCAP INDEX NON-LENDING SERIES FUND - SA55A82016-01-01 2020-01-01
803PRUDENTIAL DAY ONE 2060 FUND2016-01-01 2021-01-01
652GIBRALTAR GUARANTEED FUND - WNB2016-01-01 2021-01-01
777CORECOMMODITY STRATEGIES IS - SA4BA2016-01-01 2023-01-01
825PRUDENTIAL INCOMEFLEX TARGET VANGUARD BALANCED INDEX2016-01-01 2023-01-01
710PRU INCOMEFLEX VANGUARD TARGET RETIREMENT 2045 - SAV452016-01-01 2021-01-01
415INTERNATIONAL VALUE/LSV ASSET MGMT FUND - SAIV12016-01-01 2023-01-01
678DAY ONE 20152016-01-01 2021-01-01
761PRUDENTIAL INCOMEFLEX TARGET T. ROWE PRICE RETIREM ENT BALANCED - SA3AY2016-01-01 2023-01-01
503VANGUARD INST INDEX INST - SA5VI2016-01-01 2023-01-01
706PRU INCOMEFLEX VANGUARD TARGET RETIREMENT 2025 - SAV252016-01-01 2021-01-01
308SA OFII GLOBAL STRATEGY (SA5OG)2016-01-01 2023-01-01
084BALANCED I/WELLINGTON MANAGEMENT FUND - SA55K2016-01-01 2023-01-01
703PRU INCOMEFLEX VANGUARD TARGET RETIREMENT 2010 - SAV102016-01-01 2016-01-01
514LIFETIME 50 FUND-INCOME FLEX - IF42015-01-01 2021-01-01
501GW&K INVESTMENT MANAGEMENT WELFARE BENEFIT PLAN2015-10-01 2015-10-01
177LARGE CAP BLEND MFS FUND (SA9V)2016-01-01 2023-01-01
830RETIREMENT GOAL 2060 FUND2016-01-01 2021-01-01
528IND ANNUITY AST PRESERVATION ASSET ALLOCATION-AS82016-01-01 2023-01-01
756PRUDENTIAL INCOMEFLEX T ROWE PRICE RETIREMENT 20352016-01-01 2023-01-01
059AIM CONSTELLATION ACCOUNT - SA55CX2016-01-01 2014-01-01
259INTERNATIONAL GROWTH/ARTISAN PARTNERS FUND - SAIG22016-01-01 2023-01-01
350LARGE CAP GROWTH MFS FUND (SALG5)2016-01-01 2023-01-01
489MARSHALL MID-CAP VALUE FUND - I SHARES - SA5MV2016-01-01 2014-01-01
178LARGE CAP BLEND AJO FUND - SA9W2016-01-01 2023-01-01
828T. ROWE PRICE US LARGE CAP GROWTH EQUITY (SA4BF)2016-01-01 2023-01-01
254SMALL CAP BLEND GLENMEDE FUND (SASB1)2016-01-01 2021-01-01
811PRU INCOMEFLEX VANGUARD TARGET RETIREMENT 2060 - SAV602016-01-01 2023-01-01
697PRUDENTIAL DAY ONE INCOMEFLEX TARGET BALANCED FUND2016-01-01 2021-01-01
168LIFETIME40 FUND - L32016-01-01 2021-01-01
265T. ROWE PRICE EQUITY INCOME - ADVISOR SHS -SA55T22016-01-01 2023-01-01
675PRU ENHANCED TIPS INDEX FUND - 5TE2016-01-01 2021-01-01
829SENTINEL INTERNATIONAL EQUITY (SA-4BK)2016-01-01 2015-01-01
481EATON VANCE LARGE-CAP VAL CL A - SA5EL2015-01-01 2014-01-01
262OAKMARK SELECT II FUND - SA55O22015-01-01 2014-01-01
779LARGE CAP BLEND RCM FUND (SALB5)2014-01-01 2014-01-01
588MANNING & NAPIER RTRMNT TRGT 2010 - SAMN22014-01-01 2014-01-01
627MANNING & NAPIER RTRMNT TRGT 2040 - SAMN52014-01-01 2014-01-01
175PRUDENTIAL/LAZARD LIFESTYLE60 FUND - L132014-01-01 2014-01-01
156STRATEGIC PORTFOLIO - CONSERVATIVE 2 - L142014-01-01 2014-01-01
651SMALL CAP GROWTH/TURNER FUND - SASG82013-01-01
182TURNER CONCENTRATED GROWTH FUND - SA55TT2013-01-01
089FIDELITY DISCIPLINED EQUITY FUND - SA55M2013-01-01
309U.A. S&P 500 INDEX FUND - SA55UA2013-01-01
804T.ROWE PRICE LARGE CAP CORE GROWTH (IS PLATFORM)2013-01-01
437AMERICAN CENTURY REAL ESTATE FUND ADV SHS - SA55AE2013-01-01
745PRUDENTIAL JENNISON NATURAL RESOURCES FUND, INC. - CLASS Z - SA5JN2013-01-01
744OPPENHEIMER DEVELOPING MARKETS Y - SA5O62013-01-01
442HOTCHKIS & WILEY LARGE-CAP VALUE FUND - SA55HW2013-01-01
674QMA INTERNATIONAL DEVELOPED MARKETS INDEX FUND 5IB2013-01-01
619SSGA DOW JONES TGT 2035 SL SERIES CLASS A - SA5J42012-01-01
646MID CAP VALUE / RIVERSOURCE FUND - SAMV52012-01-01
617SSGA DOW JONES TGT 2015 SL SERIES CLASS A - SA5J22012-01-01
717GE INSTITUTIONAL INTERNATIONAL EQUITY FUND2012-01-01
556GOLDMAN SACHS HIGH YIELD FUND A SHARES - SA5GY2012-01-01
648SMALL CAP GROWTH / EIM FUND - SASG62012-01-01
316DAVIS NY VENTURE CLASS A SA55NY2012-01-01
477ALGER MIDCAP GRWTH CLASS I SH - SA5AL2011-01-01
322OPPENHEIMER CAPITAL APPRECATION CLASS A - SA5OP2011-01-01
110FIDELITY ASSET MANAGER ACCOUNT - SA55Z2011-01-01
152BALANCED FUND - T2011-01-01
478ALGER MIDCAP GRWTH CLASS R - SA5AM2011-01-01
672BACHE COMMODITIES TOTAL RETURN - SACI12011-01-01
492ALLIANCEBERNSTEIN FOC GRO & INCOME CLASS R - SA5N72010-01-01
486SUNAMERICA 2015 HIGH WATERMARK - SA5HG2010-01-01
832QMA SMALL CAP INDEX FUND (SALB6)2017-01-01 2023-01-01
535INTERNATIONAL GROWTH FUND - SAIG32010-01-01
111PRUDENTIAL AMERICA FUND - SA662010-01-01
833QMA MID CAP INDEX FUND (SALB7)2017-01-01 2023-01-01
188TURNER SMALL CAP GROWTH FUND - SA55TS2010-01-01
507SUNAMERICA 2020 HIGH WATERMARK - SA5WG2009-01-01
557THE MERGER FUND - SA5M22009-01-01
547MORALLY RESPONSIBLE CORE PLUS BOND PIMCO - SARFI2009-01-01
402LARGE CAP BLEND FUND LSV/RCM - LC32009-01-01
447BALANCED GROWTH FUND - BF52009-01-01
031DRYDEN INTERNATIONAL GROWTH FUND - SAI2009-01-01
602SSGA PSSV INTRM AGGRGTE BND SL - SA5S72009-01-01
601SSGA PASSIVE INTERM BOND SL FUND A - SA5S62009-01-01
839MFS INTERNATIONAL GROWTH EQUITY (SA4AO)2019-01-01 2021-01-01
836INVESCO FIXED INCOME TRUST INVESCO HIGH QUALITY SHORT TERM BOND FUND2019-01-01 2018-01-01
834INVESCO FIXED INCOME TRUST LOOMIS SAYLES CORE FIXED INCOME FUND2019-01-01 2018-01-01
835INVESCO FIXED INCOME TRUST JENNISON INTERMEDIATE FUND2019-01-01 2018-01-01
841WESTERN ASSET CORE BOND FUND (SA4BL)2020-01-01 2021-01-01
838PRUDENTIAL DAY ONE 2065 FUND2020-01-01 2021-01-01
837PRUDENTIAL DAY ONE INCOMEFLEX TARGET 2065 FUND2020-01-01 2023-01-01
843SUSTAINABLE LARGE CAP GROWTH EQUITY FUND (IS PLATFORM) (SA4BN)2020-01-01 2023-01-01
842CLEARBRIDGE INTERNATIONAL GROWTH FUND (SA4BM)2020-01-01 2023-01-01
840BLACKROCK EQUITY DIVIDEND IS PLATFORM SA4BU2021-01-01 2021-01-01
844AMERICAN CENTURY EMERGING MARKETS EQUITY FUND IS PLATFORM2021-01-01 2023-01-01
846GSAM US SMALL CAP VALUE FUND IS PLATFORM SA4BQ2021-01-01 2023-01-01
847JENNISON INTERNATIONAL EQUITY OPPORTUNITIES FUND SA4BR2021-01-01 2023-01-01
848T. ROWE PRICE US MID CAP GROWTH EQUITY FUND IS PLATFORM SA4BT2021-01-01 2023-01-01
849AMERICAN CENTURY SMALL CAP VALUE FUND IS PLATFORM2021-01-01 2023-01-01
850AMERICAN CENTURY MID CAP VALUE FUND IS PLATFORM2021-01-01 2023-01-01
851ARIEL INVESTMENTS SMALL/MID CAP VALUE FUND IS PLATFORM SA4BY2021-01-01 2023-01-01
852WINSLOW CAPITAL U. S. LARGE CAP GROWTH FUND IS PLATFORM SA4BZ2021-01-01 2023-01-01
853PRUDENTIAL INCOMEFLEX T. ROWE PRICE RETIREMENT 20652021-01-01 2023-01-01
854PRUDENTIAL INCOMEFLEX T. ROWE PRICE RETIREMENT 20602021-01-01 2023-01-01
845INTERNATIONAL GROWTH I FUND (MANAGED BY AMERICAN CENTURY)2022-01-01 2023-01-01
858EMPOWER ANNUITY INSURANCE COMPANY MFS MID CAP VALUE FUND (IS PLATFORM) - SA4CC2023-01-01 2023-01-01
859WELLINGTON QUALITY EQUITY FUND (IS PLATFORM) - SA4CD2023-01-01 2023-01-01
863BLACKROCK S&P INDEX FUND (IS PLATFORM) - SA4CJ2023-01-01 2023-01-01
864T. ROWE PRICE BLUE CHIP GROWTH FUND (IS PLATFORM) - SA4CL2023-01-01 2023-01-01
861LORD ABBETT CORE FIXED INCOME FUND (IS PLATFORM) - SA4CF2023-01-01 2023-01-01
860WELLINGTON GROWTH HORIZONS FUND (IS PLATFORM) - SA4CE2023-01-01 2023-01-01
865T. ROWE PRICE GROWTH STOCK FUND (IS PLATFORM) - SA4CM2023-01-01 2023-01-01
857CHAMPLAIN MID CAP FUND (IS PLATFORM)2023-01-01 2023-01-01
862LORD ABBETT BOND DEBENTURE FUND (IS PLATFORM) - SA4CG2023-01-01 2023-01-01

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