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THE WEETABIX COMPANY, INC. SALARIED EMPLOYEES' PENSION PLAN 401k Plan overview

Plan NameTHE WEETABIX COMPANY, INC. SALARIED EMPLOYEES' PENSION PLAN
Plan identification number 001

THE WEETABIX COMPANY, INC. SALARIED EMPLOYEES' PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • 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 WEETABIX COMPANY, INC. has sponsored the creation of one or more 401k plans.

Company Name:THE WEETABIX COMPANY, INC.
Employer identification number (EIN):042934904
NAIC Classification:311200
NAIC Description: Grain and Oilseed Milling

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE WEETABIX COMPANY, INC. SALARIED EMPLOYEES' PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012017-08-01EDWARD T. SHORT
0012016-08-01ED SHORT
0012015-08-01DAVID R. CONRAD DAVID R. CONRAD2017-05-11
0012014-08-01DAVID R. CONRAD DAVID R. CONRAD2016-05-09
0012013-08-01DAVID CONRAD DAVID CONRAD2015-05-14
0012012-08-01DAVE CONRAD DAVE CONRAD2014-05-15
0012011-08-01DAVID CONRAD DAVID CONRAD2014-05-14
0012009-08-01WILLIAM GLASS WILLIAM GLASS2011-05-16

Plan Statistics for THE WEETABIX COMPANY, INC. SALARIED EMPLOYEES' PENSION PLAN

401k plan membership statisitcs for THE WEETABIX COMPANY, INC. SALARIED EMPLOYEES' PENSION PLAN

Measure Date Value
2018: THE WEETABIX COMPANY, INC. SALARIED EMPLOYEES' PENSION PLAN 2018 401k membership
Market value of plan assets2018-04-306,264,691
Acturial value of plan assets2018-04-306,225,219
Funding target for retired participants and beneficiaries receiving payment2018-04-303,136,687
Number of terminated vested participants2018-04-3030
Fundng target for terminated vested participants2018-04-302,806,778
Active participant vested funding target2018-04-301,378,527
Number of active participants2018-04-3015
Total funding liabilities for active participants2018-04-301,378,527
Total participant count2018-04-3068
Total funding target for all participants2018-04-307,321,992
Balance at beginning of prior year after applicable adjustments2018-04-300
Prefunding balance at beginning of prior year after applicable adjustments2018-04-3056
Carryover balanced portion elected for use to offset prior years funding requirement2018-04-300
Prefunding balanced used to offset prior years funding requirement2018-04-300
Amount remaining of carryover balance2018-04-300
Amount remaining of prefunding balance2018-04-3056
Present value of excess contributions2018-04-304,326
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-04-304,589
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-04-300
Reductions in caryover balances due to elections or deemed elections2018-04-300
Reductions in prefunding balances due to elections or deemed elections2018-04-300
Balance of carryovers at beginning of current year2018-04-300
Balance of prefunding at beginning of current year2018-04-3061
Total employer contributions2018-04-30175,000
Total employee contributions2018-04-300
Contributions allocated toward unpaid minimum require contributions from prior years2018-04-300
Contributions made to avoid restrictions adjusted to valuation date2018-04-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-04-30169,230
Liquidity shortfalls end of Q12018-04-300
Liquidity shortfalls end of Q22018-04-300
Liquidity shortfalls end of Q32018-04-300
Liquidity shortfalls end of Q42018-04-300
Unpaid minimum required contributions for all prior years2018-04-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-04-300
Remaining amount of unpaid minimum required contributions2018-04-300
Minimum required contributions for current year target normal cost2018-04-300
Net shortfall amortization installment of oustanding balance2018-04-301,096,834
Total funding amount beforereflecting carryover/prefunding balances2018-04-30165,547
Carryover balance elected to use to offset funding requirement2018-04-300
Prefunding balance elected to use to offset funding requirement2018-04-300
Additional cash requirement2018-04-30165,547
Contributions allocatedtoward minimum required contributions for current year2018-04-30169,230
Unpaid minimum required contributions for current year2018-04-300
Unpaid minimum required contributions for all years2018-04-300
2017: THE WEETABIX COMPANY, INC. SALARIED EMPLOYEES' PENSION PLAN 2017 401k membership
Total participants, beginning-of-year2017-08-0167
Total number of active participants reported on line 7a of the Form 55002017-08-010
Number of retired or separated participants receiving benefits2017-08-010
Number of other retired or separated participants entitled to future benefits2017-08-010
Total of all active and inactive participants2017-08-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-08-010
Total participants2017-08-010
Market value of plan assets2017-07-316,767,983
Acturial value of plan assets2017-07-316,989,749
Funding target for retired participants and beneficiaries receiving payment2017-07-313,054,887
Number of terminated vested participants2017-07-3150
Fundng target for terminated vested participants2017-07-313,401,964
Active participant vested funding target2017-07-311,417,661
Number of active participants2017-07-3116
Total funding liabilities for active participants2017-07-311,417,661
Total participant count2017-07-3189
Total funding target for all participants2017-07-317,874,512
Balance at beginning of prior year after applicable adjustments2017-07-310
Prefunding balance at beginning of prior year after applicable adjustments2017-07-3154
Carryover balanced portion elected for use to offset prior years funding requirement2017-07-310
Prefunding balanced used to offset prior years funding requirement2017-07-310
Amount remaining of carryover balance2017-07-310
Amount remaining of prefunding balance2017-07-3154
Present value of excess contributions2017-07-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-07-310
Balance of carryovers at beginning of current year2017-07-310
Balance of prefunding at beginning of current year2017-07-3156
Total employer contributions2017-07-31182,961
Total employee contributions2017-07-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-07-310
Contributions made to avoid restrictions adjusted to valuation date2017-07-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-07-31170,047
Liquidity shortfalls end of Q12017-07-310
Liquidity shortfalls end of Q22017-07-310
Liquidity shortfalls end of Q32017-07-310
Liquidity shortfalls end of Q42017-07-310
Unpaid minimum required contributions for all prior years2017-07-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-07-310
Remaining amount of unpaid minimum required contributions2017-07-310
Minimum required contributions for current year target normal cost2017-07-310
Net shortfall amortization installment of oustanding balance2017-07-31884,819
Total funding amount beforereflecting carryover/prefunding balances2017-07-31165,721
Additional cash requirement2017-07-31165,721
Contributions allocatedtoward minimum required contributions for current year2017-07-31170,047
Unpaid minimum required contributions for current year2017-07-310
Unpaid minimum required contributions for all years2017-07-310
2016: THE WEETABIX COMPANY, INC. SALARIED EMPLOYEES' PENSION PLAN 2016 401k membership
Total participants, beginning-of-year2016-08-0189
Total number of active participants reported on line 7a of the Form 55002016-08-0115
Number of retired or separated participants receiving benefits2016-08-0119
Number of other retired or separated participants entitled to future benefits2016-08-0130
Total of all active and inactive participants2016-08-0164
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-08-013
Total participants2016-08-0167
2015: THE WEETABIX COMPANY, INC. SALARIED EMPLOYEES' PENSION PLAN 2015 401k membership
Total participants, beginning-of-year2015-08-0192
Total number of active participants reported on line 7a of the Form 55002015-08-0116
Number of retired or separated participants receiving benefits2015-08-0120
Number of other retired or separated participants entitled to future benefits2015-08-0149
Total of all active and inactive participants2015-08-0185
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-08-014
Total participants2015-08-0189
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-08-010
2014: THE WEETABIX COMPANY, INC. SALARIED EMPLOYEES' PENSION PLAN 2014 401k membership
Total participants, beginning-of-year2014-08-0193
Total number of active participants reported on line 7a of the Form 55002014-08-0119
Number of retired or separated participants receiving benefits2014-08-0116
Number of other retired or separated participants entitled to future benefits2014-08-0153
Total of all active and inactive participants2014-08-0188
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-08-014
Total participants2014-08-0192
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-08-010
2013: THE WEETABIX COMPANY, INC. SALARIED EMPLOYEES' PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-08-0197
Total number of active participants reported on line 7a of the Form 55002013-08-0127
Number of retired or separated participants receiving benefits2013-08-0116
Number of other retired or separated participants entitled to future benefits2013-08-0147
Total of all active and inactive participants2013-08-0190
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-08-013
Total participants2013-08-0193
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-08-010
2012: THE WEETABIX COMPANY, INC. SALARIED EMPLOYEES' PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-08-0198
Total number of active participants reported on line 7a of the Form 55002012-08-0133
Number of retired or separated participants receiving benefits2012-08-0117
Number of other retired or separated participants entitled to future benefits2012-08-0144
Total of all active and inactive participants2012-08-0194
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-08-013
Total participants2012-08-0197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-08-010
2011: THE WEETABIX COMPANY, INC. SALARIED EMPLOYEES' PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-08-01103
Total number of active participants reported on line 7a of the Form 55002011-08-0136
Number of retired or separated participants receiving benefits2011-08-0115
Number of other retired or separated participants entitled to future benefits2011-08-0144
Total of all active and inactive participants2011-08-0195
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-08-013
Total participants2011-08-0198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-08-012
2009: THE WEETABIX COMPANY, INC. SALARIED EMPLOYEES' PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-08-01110
Total number of active participants reported on line 7a of the Form 55002009-08-0141
Number of retired or separated participants receiving benefits2009-08-0113
Number of other retired or separated participants entitled to future benefits2009-08-0148
Total of all active and inactive participants2009-08-01102
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-08-012
Total participants2009-08-01104
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-08-012

Financial Data on THE WEETABIX COMPANY, INC. SALARIED EMPLOYEES' PENSION PLAN

Measure Date Value
2018 : THE WEETABIX COMPANY, INC. SALARIED EMPLOYEES' PENSION PLAN 2018 401k financial data
Transfers to/from the plan2018-04-30$-6,272,279
Total income from all sources2018-04-30$378,592
Expenses. Total of all expenses incurred2018-04-30$374,821
Benefits paid (including direct rollovers)2018-04-30$374,821
Total plan assets at end of year2018-04-30$0
Total plan assets at beginning of year2018-04-30$6,268,508
Value of fidelity bond covering the plan2018-04-30$10,000,000
Contributions received from other sources (not participants or employers)2018-04-30$279,896
Other income received2018-04-30$8,696
Net income (gross income less expenses)2018-04-30$3,771
Net plan assets at end of year (total assets less liabilities)2018-04-30$0
Net plan assets at beginning of year (total assets less liabilities)2018-04-30$6,268,508
Total contributions received or receivable from employer(s)2018-04-30$90,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-04-30$0
2017 : THE WEETABIX COMPANY, INC. SALARIED EMPLOYEES' PENSION PLAN 2017 401k financial data
Total income from all sources2017-07-31$769,796
Expenses. Total of all expenses incurred2017-07-31$1,271,431
Benefits paid (including direct rollovers)2017-07-31$1,271,431
Total plan assets at end of year2017-07-31$6,268,508
Total plan assets at beginning of year2017-07-31$6,770,143
Value of fidelity bond covering the plan2017-07-31$5,000,000
Other income received2017-07-31$586,852
Net income (gross income less expenses)2017-07-31$-501,635
Net plan assets at end of year (total assets less liabilities)2017-07-31$6,268,508
Net plan assets at beginning of year (total assets less liabilities)2017-07-31$6,770,143
Total contributions received or receivable from employer(s)2017-07-31$182,944
2016 : THE WEETABIX COMPANY, INC. SALARIED EMPLOYEES' PENSION PLAN 2016 401k financial data
Total income from all sources2016-07-31$325,410
Expenses. Total of all expenses incurred2016-07-31$550,389
Benefits paid (including direct rollovers)2016-07-31$550,389
Total plan assets at end of year2016-07-31$6,770,143
Total plan assets at beginning of year2016-07-31$6,995,122
Value of fidelity bond covering the plan2016-07-31$5,000,000
Other income received2016-07-31$220,337
Net income (gross income less expenses)2016-07-31$-224,979
Net plan assets at end of year (total assets less liabilities)2016-07-31$6,770,143
Net plan assets at beginning of year (total assets less liabilities)2016-07-31$6,995,122
Total contributions received or receivable from employer(s)2016-07-31$105,073
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-07-31$0
2015 : THE WEETABIX COMPANY, INC. SALARIED EMPLOYEES' PENSION PLAN 2015 401k financial data
Total income from all sources2015-07-31$349,666
Expenses. Total of all expenses incurred2015-07-31$323,666
Benefits paid (including direct rollovers)2015-07-31$323,666
Total plan assets at end of year2015-07-31$6,995,122
Total plan assets at beginning of year2015-07-31$6,969,122
Value of fidelity bond covering the plan2015-07-31$5,000,000
Expenses. Other expenses not covered elsewhere2015-07-31$0
Other income received2015-07-31$293,241
Net income (gross income less expenses)2015-07-31$26,000
Net plan assets at end of year (total assets less liabilities)2015-07-31$6,995,122
Net plan assets at beginning of year (total assets less liabilities)2015-07-31$6,969,122
Total contributions received or receivable from employer(s)2015-07-31$56,425
Expenses. Administrative service providers (salaries,fees and commissions)2015-07-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-07-31$0
2014 : THE WEETABIX COMPANY, INC. SALARIED EMPLOYEES' PENSION PLAN 2014 401k financial data
Total income from all sources2014-07-31$662,865
Expenses. Total of all expenses incurred2014-07-31$517,825
Benefits paid (including direct rollovers)2014-07-31$516,073
Total plan assets at end of year2014-07-31$6,969,122
Total plan assets at beginning of year2014-07-31$6,824,082
Value of fidelity bond covering the plan2014-07-31$5,000,000
Expenses. Other expenses not covered elsewhere2014-07-31$0
Other income received2014-07-31$646,406
Net income (gross income less expenses)2014-07-31$145,040
Net plan assets at end of year (total assets less liabilities)2014-07-31$6,969,122
Net plan assets at beginning of year (total assets less liabilities)2014-07-31$6,824,082
Total contributions received or receivable from employer(s)2014-07-31$16,459
Expenses. Administrative service providers (salaries,fees and commissions)2014-07-31$1,752
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-07-31$0
2013 : THE WEETABIX COMPANY, INC. SALARIED EMPLOYEES' PENSION PLAN 2013 401k financial data
Total income from all sources2013-07-31$755,660
Expenses. Total of all expenses incurred2013-07-31$237,285
Benefits paid (including direct rollovers)2013-07-31$237,011
Total plan assets at end of year2013-07-31$6,824,082
Total plan assets at beginning of year2013-07-31$6,305,707
Value of fidelity bond covering the plan2013-07-31$5,000,000
Other income received2013-07-31$573,506
Net income (gross income less expenses)2013-07-31$518,375
Net plan assets at end of year (total assets less liabilities)2013-07-31$6,824,082
Net plan assets at beginning of year (total assets less liabilities)2013-07-31$6,305,707
Total contributions received or receivable from employer(s)2013-07-31$182,154
Expenses. Administrative service providers (salaries,fees and commissions)2013-07-31$274
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-07-31$0
2012 : THE WEETABIX COMPANY, INC. SALARIED EMPLOYEES' PENSION PLAN 2012 401k financial data
Total income from all sources2012-07-31$617,388
Expenses. Total of all expenses incurred2012-07-31$291,631
Benefits paid (including direct rollovers)2012-07-31$291,631
Total plan assets at end of year2012-07-31$6,305,707
Total plan assets at beginning of year2012-07-31$5,979,950
Value of fidelity bond covering the plan2012-07-31$5,000,000
Other income received2012-07-31$110,376
Net income (gross income less expenses)2012-07-31$325,757
Net plan assets at end of year (total assets less liabilities)2012-07-31$6,305,707
Net plan assets at beginning of year (total assets less liabilities)2012-07-31$5,979,950
Total contributions received or receivable from employer(s)2012-07-31$507,012
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-07-31$0
2011 : THE WEETABIX COMPANY, INC. SALARIED EMPLOYEES' PENSION PLAN 2011 401k financial data
Transfers to/from the plan2011-07-31$0
Total income from all sources2011-07-31$1,338,753
Expenses. Total of all expenses incurred2011-07-31$176,654
Benefits paid (including direct rollovers)2011-07-31$176,654
Total plan assets at end of year2011-07-31$5,979,950
Total plan assets at beginning of year2011-07-31$4,817,851
Value of fidelity bond covering the plan2011-07-31$5,000,000
Other income received2011-07-31$843,357
Net income (gross income less expenses)2011-07-31$1,162,099
Net plan assets at end of year (total assets less liabilities)2011-07-31$5,979,950
Net plan assets at beginning of year (total assets less liabilities)2011-07-31$4,817,851
Total contributions received or receivable from employer(s)2011-07-31$495,396
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-07-31$0

Form 5500 Responses for THE WEETABIX COMPANY, INC. SALARIED EMPLOYEES' PENSION PLAN

2017: THE WEETABIX COMPANY, INC. SALARIED EMPLOYEES' PENSION PLAN 2017 form 5500 responses
2017-08-01Type of plan entitySingle employer plan
2017-08-01Submission has been amendedNo
2017-08-01This submission is the final filingYes
2017-08-01This return/report is a short plan year return/report (less than 12 months)Yes
2017-08-01Plan is a collectively bargained planNo
2017-08-01Plan funding arrangement – InsuranceYes
2017-08-01Plan funding arrangement – TrustYes
2017-08-01Plan benefit arrangement - TrustYes
2016: THE WEETABIX COMPANY, INC. SALARIED EMPLOYEES' PENSION PLAN 2016 form 5500 responses
2016-08-01Type of plan entitySingle employer plan
2016-08-01Submission has been amendedNo
2016-08-01This submission is the final filingNo
2016-08-01This return/report is a short plan year return/report (less than 12 months)No
2016-08-01Plan is a collectively bargained planNo
2016-08-01Plan funding arrangement – InsuranceYes
2016-08-01Plan funding arrangement – TrustYes
2016-08-01Plan benefit arrangement - TrustYes
2015: THE WEETABIX COMPANY, INC. SALARIED EMPLOYEES' PENSION PLAN 2015 form 5500 responses
2015-08-01Type of plan entitySingle employer plan
2015-08-01Submission has been amendedNo
2015-08-01This submission is the final filingNo
2015-08-01This return/report is a short plan year return/report (less than 12 months)No
2015-08-01Plan is a collectively bargained planNo
2015-08-01Plan funding arrangement – InsuranceYes
2015-08-01Plan funding arrangement – TrustYes
2015-08-01Plan benefit arrangement - TrustYes
2014: THE WEETABIX COMPANY, INC. SALARIED EMPLOYEES' PENSION PLAN 2014 form 5500 responses
2014-08-01Type of plan entitySingle employer plan
2014-08-01Submission has been amendedNo
2014-08-01This submission is the final filingNo
2014-08-01This return/report is a short plan year return/report (less than 12 months)No
2014-08-01Plan is a collectively bargained planNo
2014-08-01Plan funding arrangement – InsuranceYes
2014-08-01Plan funding arrangement – TrustYes
2014-08-01Plan benefit arrangement - TrustYes
2013: THE WEETABIX COMPANY, INC. SALARIED EMPLOYEES' PENSION PLAN 2013 form 5500 responses
2013-08-01Type of plan entitySingle employer plan
2013-08-01Submission has been amendedNo
2013-08-01This submission is the final filingNo
2013-08-01This return/report is a short plan year return/report (less than 12 months)No
2013-08-01Plan is a collectively bargained planNo
2013-08-01Plan funding arrangement – InsuranceYes
2013-08-01Plan funding arrangement – TrustYes
2013-08-01Plan benefit arrangement - TrustYes
2012: THE WEETABIX COMPANY, INC. SALARIED EMPLOYEES' PENSION PLAN 2012 form 5500 responses
2012-08-01Type of plan entitySingle employer plan
2012-08-01Submission has been amendedNo
2012-08-01This submission is the final filingNo
2012-08-01This return/report is a short plan year return/report (less than 12 months)No
2012-08-01Plan is a collectively bargained planNo
2012-08-01Plan funding arrangement – TrustYes
2012-08-01Plan benefit arrangement - TrustYes
2011: THE WEETABIX COMPANY, INC. SALARIED EMPLOYEES' PENSION PLAN 2011 form 5500 responses
2011-08-01Type of plan entitySingle employer plan
2011-08-01Submission has been amendedYes
2011-08-01This submission is the final filingNo
2011-08-01This return/report is a short plan year return/report (less than 12 months)No
2011-08-01Plan is a collectively bargained planNo
2011-08-01Plan funding arrangement – TrustYes
2011-08-01Plan benefit arrangement - TrustYes
2009: THE WEETABIX COMPANY, INC. SALARIED EMPLOYEES' PENSION PLAN 2009 form 5500 responses
2009-08-01Type of plan entitySingle employer plan
2009-08-01Submission has been amendedNo
2009-08-01This submission is the final filingNo
2009-08-01This return/report is a short plan year return/report (less than 12 months)No
2009-08-01Plan is a collectively bargained planNo
2009-08-01Plan funding arrangement – TrustYes
2009-08-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberSGIC21022
Policy instance 1
Insurance contract or identification numberSGIC21022
Number of Individuals Covered0
Insurance policy start date2017-08-01
Insurance policy end date2018-04-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberSGIC21022
Policy instance 1
Insurance contract or identification numberSGIC21022
Number of Individuals Covered0
Insurance policy start date2014-08-01
Insurance policy end date2015-07-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberSGIC21022
Policy instance 1
Insurance contract or identification numberSGIC21022
Number of Individuals Covered0
Insurance policy start date2013-08-01
Insurance policy end date2014-07-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No

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