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THE INTERNATIONAL PAPER CO RETIREMENT PLAN PENSION ACCOUNT 401k Plan overview

Plan NameTHE INTERNATIONAL PAPER CO RETIREMENT PLAN PENSION ACCOUNT
Plan identification number 213

THE INTERNATIONAL PAPER CO RETIREMENT PLAN PENSION ACCOUNT Benefits

No plan benefit data available

401k Sponsoring company profile

INTERNATIONAL PAPER COMPANY has sponsored the creation of one or more 401k plans.

Company Name:INTERNATIONAL PAPER COMPANY
Employer identification number (EIN):130872805
NAIC Classification:322100

Additional information about INTERNATIONAL PAPER COMPANY

Jurisdiction of Incorporation: New York Department of State
Incorporation Date: 1941-06-23
Company Identification Number: 53310
Legal Registered Office Address: C/O CT CORPORATION SYSTEM
28 LIBERTY STREET
NEW YORK
United States of America (USA)
10005

More information about INTERNATIONAL PAPER COMPANY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE INTERNATIONAL PAPER CO RETIREMENT PLAN PENSION ACCOUNT

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
2132022-01-01
2132021-01-01
2132020-01-01
2132019-01-01
2132018-01-01
2132017-01-012018-10-15
2132016-01-012017-10-16
2132016-01-01
2132015-01-012016-11-22
2132015-01-012016-10-16
2132014-01-012015-10-15
2132013-01-012014-10-15
2132012-01-012013-10-14
2132011-01-01MARK LEHMAN
2132010-01-012011-10-17
2132009-01-01JOHN THARP

Plan Statistics for THE INTERNATIONAL PAPER CO RETIREMENT PLAN PENSION ACCOUNT

401k plan membership statisitcs for THE INTERNATIONAL PAPER CO RETIREMENT PLAN PENSION ACCOUNT

Measure Date Value
2015: THE INTERNATIONAL PAPER CO RETIREMENT PLAN PENSION ACCOUNT 2015 401k membership
Total of all active and inactive participants2015-01-010
2014: THE INTERNATIONAL PAPER CO RETIREMENT PLAN PENSION ACCOUNT 2014 401k membership
Total of all active and inactive participants2014-01-010

Financial Data on THE INTERNATIONAL PAPER CO RETIREMENT PLAN PENSION ACCOUNT

Measure Date Value
2022 : THE INTERNATIONAL PAPER CO RETIREMENT PLAN PENSION ACCOUNT 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-1,371,467,255
Total unrealized appreciation/depreciation of assets2022-12-31$-1,371,467,255
Total transfer of assets to this plan2022-12-31$1,400,156
Total transfer of assets from this plan2022-12-31$143,105,653
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$1,886,609,815
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$716,620,043
Total income from all sources (including contributions)2022-12-31$-2,603,715,514
Total loss/gain on sale of assets2022-12-31$-1,164,934,472
Total of all expenses incurred2022-12-31$623,499,950
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$564,264,741
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$139,946,299
Value of total assets at end of year2022-12-31$7,449,901,668
Value of total assets at beginning of year2022-12-31$9,648,832,857
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$59,235,209
Total interest from all sources2022-12-31$124,916,098
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$5,409,191
Administrative expenses professional fees incurred2022-12-31$4,902,641
Assets. Corporate prefeered stocks other than exployer securities at end of year2022-12-31$3,736,855
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2022-12-31$4,049,251
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Assets. Other investments not covered elsewhere at end of year2022-12-31$225,757,109
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$579,784,019
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$139,946,299
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$647,056,794
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$647,066,494
Assets. Loans (other than to participants) at end of year2022-12-31$102,960,770
Assets. Loans (other than to participants) at beginning of year2022-12-31$126,201,740
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$1,886,609,815
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$716,620,043
Other income not declared elsewhere2022-12-31$-340,957,932
Administrative expenses (other) incurred2022-12-31$21,697,374
Total non interest bearing cash at end of year2022-12-31$-589,792
Total non interest bearing cash at beginning of year2022-12-31$30,679,138
Value of net income/loss2022-12-31$-3,227,215,464
Value of net assets at end of year (total assets less liabilities)2022-12-31$5,563,291,853
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$8,932,212,814
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Assets. partnership/joint venture interests at end of year2022-12-31$1,922,151,598
Assets. partnership/joint venture interests at beginning of year2022-12-31$2,121,172,667
Investment advisory and management fees2022-12-31$32,635,194
Value of interest in pooled separate accounts at end of year2022-12-31$1,940,812
Value of interest in pooled separate accounts at beginning of year2022-12-31$1,628,005
Income. Interest from loans (other than to participants)2022-12-31$9,553,660
Interest earned on other investments2022-12-31$20,315,197
Income. Interest from US Government securities2022-12-31$50,255,071
Income. Interest from corporate debt instruments2022-12-31$61,788,559
Value of interest in common/collective trusts at end of year2022-12-31$244,793,055
Value of interest in common/collective trusts at beginning of year2022-12-31$278,733,237
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$-964,970,281
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$-1,280,203,257
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$-1,280,203,257
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$-16,996,389
Asset value of US Government securities at end of year2022-12-31$3,534,990,562
Asset value of US Government securities at beginning of year2022-12-31$5,252,995,934
Net investment gain or loss from common/collective trusts2022-12-31$3,372,557
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
Income. Dividends from preferred stock2022-12-31$291,309
Income. Dividends from common stock2022-12-31$5,117,882
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$564,264,741
Asset. Corporate debt instrument preferred debt at end of year2022-12-31$633,460,312
Asset. Corporate debt instrument preferred debt at beginning of year2022-12-31$561,359,247
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$904,041,139
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$1,108,081,241
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$194,572,735
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$217,285,141
Did the plan have assets held for investment2022-12-31Yes
Aggregate proceeds on sale of assets2022-12-31$-1,164,934,472
2021 : THE INTERNATIONAL PAPER CO RETIREMENT PLAN PENSION ACCOUNT 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$494,950,812
Total unrealized appreciation/depreciation of assets2021-12-31$494,950,812
Total transfer of assets to this plan2021-12-31$27,331,583
Total transfer of assets from this plan2021-12-31$283,663,166
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$716,620,043
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$1,174,228,526
Total income from all sources (including contributions)2021-12-31$3,450,164,761
Total loss/gain on sale of assets2021-12-31$-362,394,571
Total of all expenses incurred2021-12-31$570,924,965
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$538,526,343
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$17,471,150
Value of total assets at end of year2021-12-31$9,648,832,857
Value of total assets at beginning of year2021-12-31$7,483,533,127
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$32,398,622
Total interest from all sources2021-12-31$132,677,337
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$5,389,954
Assets. Real estate other than employer real property at end of year2021-12-31$0
Assets. Real estate other than employer real property at beginning of year2021-12-31$2,186,005
Assets. Corporate prefeered stocks other than exployer securities at end of year2021-12-31$4,049,251
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2021-12-31$255,392
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Assets. Other investments not covered elsewhere at end of year2021-12-31$579,784,019
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$83,060,315
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$17,471,150
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$647,066,494
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$1,042,719,464
Assets. Loans (other than to participants) at end of year2021-12-31$126,201,740
Assets. Loans (other than to participants) at beginning of year2021-12-31$133,282,580
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$716,620,043
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$1,174,228,526
Other income not declared elsewhere2021-12-31$3,216,813,940
Total non interest bearing cash at end of year2021-12-31$30,679,138
Total non interest bearing cash at beginning of year2021-12-31$30,678,342
Value of net income/loss2021-12-31$2,879,239,796
Value of net assets at end of year (total assets less liabilities)2021-12-31$8,932,212,814
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$6,309,304,601
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Assets. partnership/joint venture interests at end of year2021-12-31$2,121,172,667
Assets. partnership/joint venture interests at beginning of year2021-12-31$1,761,914,434
Investment advisory and management fees2021-12-31$32,398,622
Value of interest in pooled separate accounts at end of year2021-12-31$1,628,005
Value of interest in pooled separate accounts at beginning of year2021-12-31$0
Income. Interest from loans (other than to participants)2021-12-31$11,275,057
Interest earned on other investments2021-12-31$30,313,427
Income. Interest from US Government securities2021-12-31$25,347,246
Income. Interest from corporate debt instruments2021-12-31$67,802,616
Value of interest in common/collective trusts at end of year2021-12-31$278,733,237
Value of interest in common/collective trusts at beginning of year2021-12-31$655,188,431
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$-1,280,203,257
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$-1,066,669,769
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$-1,066,669,769
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$-2,061,009
Asset value of US Government securities at end of year2021-12-31$5,252,995,934
Asset value of US Government securities at beginning of year2021-12-31$2,862,991,457
Net investment gain or loss from common/collective trusts2021-12-31$-54,743,861
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
Income. Dividends from preferred stock2021-12-31$242,442
Income. Dividends from common stock2021-12-31$5,147,512
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$538,526,343
Asset. Corporate debt instrument preferred debt at end of year2021-12-31$561,359,247
Asset. Corporate debt instrument preferred debt at beginning of year2021-12-31$656,407,281
Asset. Corporate debt instrument debt (other) at end of year2021-12-31$1,108,081,241
Asset. Corporate debt instrument debt (other) at beginning of year2021-12-31$1,124,282,352
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$217,285,141
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$197,236,843
Did the plan have assets held for investment2021-12-31Yes
Aggregate proceeds on sale of assets2021-12-31$-362,394,571
2020 : THE INTERNATIONAL PAPER CO RETIREMENT PLAN PENSION ACCOUNT 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$523,312,880
Total unrealized appreciation/depreciation of assets2020-12-31$523,312,880
Total transfer of assets to this plan2020-12-31$177,681,147
Total transfer of assets from this plan2020-12-31$146,415,008
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$1,174,228,526
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$1,155,634,787
Total income from all sources (including contributions)2020-12-31$1,325,003,224
Total loss/gain on sale of assets2020-12-31$668,552,286
Total of all expenses incurred2020-12-31$579,406,478
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$524,209,990
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$37,453
Value of total assets at end of year2020-12-31$7,483,533,127
Value of total assets at beginning of year2020-12-31$6,688,076,503
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$55,196,488
Total interest from all sources2020-12-31$87,714,709
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$5,439,025
Assets. Real estate other than employer real property at end of year2020-12-31$2,186,005
Assets. Real estate other than employer real property at beginning of year2020-12-31$0
Administrative expenses professional fees incurred2020-12-31$2,543,163
Assets. Corporate prefeered stocks other than exployer securities at end of year2020-12-31$255,392
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2020-12-31$988,969
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Assets. Other investments not covered elsewhere at end of year2020-12-31$83,060,315
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$54,556,993
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$37,453
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$1,042,719,464
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$1,026,731,297
Assets. Loans (other than to participants) at end of year2020-12-31$133,282,580
Assets. Loans (other than to participants) at beginning of year2020-12-31$1,833,079
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$1,174,228,526
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$1,155,634,787
Other income not declared elsewhere2020-12-31$85,677,361
Administrative expenses (other) incurred2020-12-31$20,037,985
Total non interest bearing cash at end of year2020-12-31$30,678,342
Total non interest bearing cash at beginning of year2020-12-31$-10,737,601
Value of net income/loss2020-12-31$745,596,746
Value of net assets at end of year (total assets less liabilities)2020-12-31$6,309,304,601
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$5,532,441,716
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Assets. partnership/joint venture interests at end of year2020-12-31$1,761,914,434
Assets. partnership/joint venture interests at beginning of year2020-12-31$1,494,476,377
Investment advisory and management fees2020-12-31$32,615,340
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$70,031,721
Income. Interest from loans (other than to participants)2020-12-31$4,784,920
Interest earned on other investments2020-12-31$31,513,536
Income. Interest from US Government securities2020-12-31$1,176,639
Income. Interest from corporate debt instruments2020-12-31$57,425,340
Value of interest in common/collective trusts at end of year2020-12-31$655,188,431
Value of interest in common/collective trusts at beginning of year2020-12-31$508,538,776
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$-1,066,669,769
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$-488,727,656
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$-488,727,656
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$-7,185,726
Asset value of US Government securities at end of year2020-12-31$2,862,991,457
Asset value of US Government securities at beginning of year2020-12-31$2,462,423,550
Net investment gain or loss from common/collective trusts2020-12-31$-45,730,490
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
Income. Dividends from common stock2020-12-31$5,439,025
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$524,209,990
Asset. Corporate debt instrument preferred debt at end of year2020-12-31$656,407,281
Asset. Corporate debt instrument preferred debt at beginning of year2020-12-31$431,975,191
Asset. Corporate debt instrument debt (other) at end of year2020-12-31$1,124,282,352
Asset. Corporate debt instrument debt (other) at beginning of year2020-12-31$933,057,656
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$197,236,843
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$202,928,151
Did the plan have assets held for investment2020-12-31Yes
Aggregate proceeds on sale of assets2020-12-31$668,552,286
2019 : THE INTERNATIONAL PAPER CO RETIREMENT PLAN PENSION ACCOUNT 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$589,818,078
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$589,818,078
Total unrealized appreciation/depreciation of assets2019-12-31$589,818,078
Total unrealized appreciation/depreciation of assets2019-12-31$589,818,078
Total transfer of assets to this plan2019-12-31$47,900,474
Total transfer of assets to this plan2019-12-31$47,900,474
Total transfer of assets from this plan2019-12-31$23,017,066
Total transfer of assets from this plan2019-12-31$23,017,066
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$1,155,634,787
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$1,155,634,787
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$1,197,320,693
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$1,197,320,693
Total income from all sources (including contributions)2019-12-31$904,215,675
Total income from all sources (including contributions)2019-12-31$904,215,675
Total loss/gain on sale of assets2019-12-31$329,480,874
Total loss/gain on sale of assets2019-12-31$329,480,874
Total of all expenses incurred2019-12-31$615,811,611
Total of all expenses incurred2019-12-31$615,811,611
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$517,564,620
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$517,564,620
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,695,281
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,695,281
Value of total assets at end of year2019-12-31$6,688,076,503
Value of total assets at end of year2019-12-31$6,688,076,503
Value of total assets at beginning of year2019-12-31$6,416,474,937
Value of total assets at beginning of year2019-12-31$6,416,474,937
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$98,246,991
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$98,246,991
Total interest from all sources2019-12-31$144,041
Total interest from all sources2019-12-31$144,041
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$13,776,652
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$13,776,652
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$6,126,307
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$6,126,307
Assets. Real estate other than employer real property at end of year2019-12-31$0
Assets. Real estate other than employer real property at end of year2019-12-31$0
Assets. Real estate other than employer real property at beginning of year2019-12-31$675,040,192
Assets. Real estate other than employer real property at beginning of year2019-12-31$675,040,192
Administrative expenses professional fees incurred2019-12-31$2,996,674
Administrative expenses professional fees incurred2019-12-31$2,996,674
Assets. Corporate prefeered stocks other than exployer securities at end of year2019-12-31$988,969
Assets. Corporate prefeered stocks other than exployer securities at end of year2019-12-31$988,969
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2019-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Assets. Other investments not covered elsewhere at end of year2019-12-31$54,556,993
Assets. Other investments not covered elsewhere at end of year2019-12-31$54,556,993
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$937,259,824
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$2,695,281
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$2,695,281
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$1,026,731,297
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$1,026,731,297
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$1,248,350,130
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$1,248,350,130
Assets. Loans (other than to participants) at end of year2019-12-31$1,833,079
Assets. Loans (other than to participants) at end of year2019-12-31$1,833,079
Assets. Loans (other than to participants) at beginning of year2019-12-31$433,271
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$1,155,634,787
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$1,155,634,787
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$1,197,320,693
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$1,197,320,693
Administrative expenses (other) incurred2019-12-31$59,528,238
Administrative expenses (other) incurred2019-12-31$59,528,238
Total non interest bearing cash at end of year2019-12-31$-10,737,601
Total non interest bearing cash at end of year2019-12-31$-10,737,601
Total non interest bearing cash at beginning of year2019-12-31$-23,422,228
Total non interest bearing cash at beginning of year2019-12-31$-23,422,228
Value of net income/loss2019-12-31$288,404,064
Value of net income/loss2019-12-31$288,404,064
Value of net assets at end of year (total assets less liabilities)2019-12-31$5,532,441,716
Value of net assets at end of year (total assets less liabilities)2019-12-31$5,532,441,716
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$5,219,154,244
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$5,219,154,244
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Assets. partnership/joint venture interests at end of year2019-12-31$1,494,476,377
Assets. partnership/joint venture interests at end of year2019-12-31$1,494,476,377
Assets. partnership/joint venture interests at beginning of year2019-12-31$497,927,907
Assets. partnership/joint venture interests at beginning of year2019-12-31$497,927,907
Investment advisory and management fees2019-12-31$35,722,079
Investment advisory and management fees2019-12-31$35,722,079
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$70,031,721
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$70,031,721
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$54,626,549
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$54,626,549
Value of interest in pooled separate accounts at end of year2019-12-31$0
Value of interest in pooled separate accounts at end of year2019-12-31$0
Value of interest in pooled separate accounts at beginning of year2019-12-31$12,469,244
Income. Interest from loans (other than to participants)2019-12-31$33,128
Income. Interest from loans (other than to participants)2019-12-31$33,128
Interest earned on other investments2019-12-31$-50,331,777
Interest earned on other investments2019-12-31$-50,331,777
Income. Interest from US Government securities2019-12-31$21,076,263
Income. Interest from US Government securities2019-12-31$21,076,263
Income. Interest from corporate debt instruments2019-12-31$40,637,404
Income. Interest from corporate debt instruments2019-12-31$40,637,404
Value of interest in common/collective trusts at end of year2019-12-31$508,538,776
Value of interest in common/collective trusts at end of year2019-12-31$508,538,776
Value of interest in common/collective trusts at beginning of year2019-12-31$289,419,086
Value of interest in common/collective trusts at beginning of year2019-12-31$289,419,086
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$-488,727,656
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$-488,727,656
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$-485,040,961
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$-485,040,961
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$-11,270,977
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$-11,270,977
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$670,051
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$670,051
Asset value of US Government securities at end of year2019-12-31$2,462,423,550
Asset value of US Government securities at end of year2019-12-31$2,462,423,550
Asset value of US Government securities at beginning of year2019-12-31$2,120,146,416
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$-7,195,281
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$-7,195,281
Net investment gain or loss from common/collective trusts2019-12-31$-24,503,970
Net investment gain or loss from common/collective trusts2019-12-31$-24,503,970
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Income. Dividends from preferred stock2019-12-31$7,776
Income. Dividends from preferred stock2019-12-31$7,776
Income. Dividends from common stock2019-12-31$7,642,569
Income. Dividends from common stock2019-12-31$7,642,569
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$517,564,620
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$517,564,620
Asset. Corporate debt instrument preferred debt at end of year2019-12-31$431,975,191
Asset. Corporate debt instrument preferred debt at end of year2019-12-31$431,975,191
Asset. Corporate debt instrument preferred debt at beginning of year2019-12-31$283,118,418
Asset. Corporate debt instrument preferred debt at beginning of year2019-12-31$283,118,418
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$933,057,656
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$933,057,656
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$805,024,238
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$805,024,238
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$202,928,151
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$202,928,151
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$452,800
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$452,800
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Aggregate proceeds on sale of assets2019-12-31$329,480,874
Aggregate proceeds on sale of assets2019-12-31$329,480,874
2018 : THE INTERNATIONAL PAPER CO RETIREMENT PLAN PENSION ACCOUNT 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$182,424,958
Total unrealized appreciation/depreciation of assets2018-12-31$182,424,958
Total transfer of assets to this plan2018-12-31$64,536,487
Total transfer of assets from this plan2018-12-31$1,701,775,668
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$1,197,320,693
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$298,050,139
Total income from all sources (including contributions)2018-12-31$1,470,815,948
Total loss/gain on sale of assets2018-12-31$-299,631,118
Total of all expenses incurred2018-12-31$48,523,374
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$0
Value of total assets at end of year2018-12-31$6,416,474,937
Value of total assets at beginning of year2018-12-31$5,732,150,990
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$48,523,374
Total interest from all sources2018-12-31$13,337,404
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$11,407,761
Assets. Real estate other than employer real property at end of year2018-12-31$675,040,192
Assets. Real estate other than employer real property at beginning of year2018-12-31$696,415,063
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Assets. Other investments not covered elsewhere at end of year2018-12-31$937,259,824
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$896,708,318
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$1,248,350,130
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$305,765,425
Assets. Loans (other than to participants) at end of year2018-12-31$433,271
Assets. Loans (other than to participants) at beginning of year2018-12-31$526,756
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$1,197,320,693
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$298,050,139
Other income not declared elsewhere2018-12-31$1,559,887,282
Administrative expenses (other) incurred2018-12-31$4,846,694
Total non interest bearing cash at end of year2018-12-31$-23,422,228
Total non interest bearing cash at beginning of year2018-12-31$19,415,625
Value of net income/loss2018-12-31$1,422,292,574
Value of net assets at end of year (total assets less liabilities)2018-12-31$5,219,154,244
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$5,434,100,851
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Assets. partnership/joint venture interests at end of year2018-12-31$497,927,907
Assets. partnership/joint venture interests at beginning of year2018-12-31$480,639,236
Investment advisory and management fees2018-12-31$43,676,680
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$54,626,549
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$59,109,890
Value of interest in pooled separate accounts at end of year2018-12-31$12,469,244
Value of interest in pooled separate accounts at beginning of year2018-12-31$12,016,840
Income. Interest from loans (other than to participants)2018-12-31$27,102
Interest earned on other investments2018-12-31$-21,212,601
Income. Interest from US Government securities2018-12-31$23,681,225
Income. Interest from corporate debt instruments2018-12-31$9,187,985
Value of interest in common/collective trusts at end of year2018-12-31$289,419,086
Value of interest in common/collective trusts at beginning of year2018-12-31$409,745,821
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$-485,040,961
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$-513,336,430
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$-513,336,430
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$1,653,693
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$670,051
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$710,568
Asset value of US Government securities at end of year2018-12-31$2,120,146,416
Asset value of US Government securities at beginning of year2018-12-31$2,625,021,658
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$90,788
Net investment gain or loss from common/collective trusts2018-12-31$3,298,873
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
Income. Dividends from preferred stock2018-12-31$28,843
Income. Dividends from common stock2018-12-31$11,378,918
Asset. Corporate debt instrument preferred debt at end of year2018-12-31$283,118,418
Asset. Corporate debt instrument preferred debt at beginning of year2018-12-31$203,483,152
Asset. Corporate debt instrument debt (other) at end of year2018-12-31$805,024,238
Asset. Corporate debt instrument debt (other) at beginning of year2018-12-31$535,476,268
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$452,800
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$452,800
Did the plan have assets held for investment2018-12-31Yes
Aggregate proceeds on sale of assets2018-12-31$18,487,630,800
Aggregate carrying amount (costs) on sale of assets2018-12-31$18,787,261,918
2017 : THE INTERNATIONAL PAPER CO RETIREMENT PLAN PENSION ACCOUNT 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$255,080,743
Total unrealized appreciation/depreciation of assets2017-12-31$255,080,743
Total transfer of assets to this plan2017-12-31$1,677,444,649
Total transfer of assets from this plan2017-12-31$2,320,261,951
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$298,050,139
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$1,233,221,510
Total income from all sources (including contributions)2017-12-31$1,787,426,341
Total loss/gain on sale of assets2017-12-31$84,800,957
Total of all expenses incurred2017-12-31$50,361,125
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$0
Value of total assets at end of year2017-12-31$5,732,150,990
Value of total assets at beginning of year2017-12-31$5,573,074,447
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$50,361,125
Total interest from all sources2017-12-31$51,066,394
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$11,835,185
Assets. Real estate other than employer real property at end of year2017-12-31$696,415,063
Assets. Real estate other than employer real property at beginning of year2017-12-31$634,598,240
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Assets. Other investments not covered elsewhere at end of year2017-12-31$896,708,318
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$1,236,565,455
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$305,765,425
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$1,268,537,795
Assets. Loans (other than to participants) at end of year2017-12-31$526,756
Assets. Loans (other than to participants) at beginning of year2017-12-31$686,471
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$298,050,139
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$1,233,221,510
Other income not declared elsewhere2017-12-31$1,378,735,143
Administrative expenses (other) incurred2017-12-31$3,900,136
Total non interest bearing cash at end of year2017-12-31$19,415,625
Total non interest bearing cash at beginning of year2017-12-31$-57,777,336
Value of net income/loss2017-12-31$1,737,065,216
Value of net assets at end of year (total assets less liabilities)2017-12-31$5,434,100,851
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$4,339,852,937
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Assets. partnership/joint venture interests at end of year2017-12-31$480,639,236
Assets. partnership/joint venture interests at beginning of year2017-12-31$471,538,529
Investment advisory and management fees2017-12-31$46,460,989
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$59,109,890
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$46,993,238
Value of interest in pooled separate accounts at end of year2017-12-31$12,016,840
Value of interest in pooled separate accounts at beginning of year2017-12-31$10,725,936
Income. Interest from loans (other than to participants)2017-12-31$72,755
Interest earned on other investments2017-12-31$16,263,571
Income. Interest from US Government securities2017-12-31$6,534,317
Income. Interest from corporate debt instruments2017-12-31$24,976,186
Value of interest in common/collective trusts at end of year2017-12-31$409,745,821
Value of interest in common/collective trusts at beginning of year2017-12-31$488,700,934
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$-513,336,430
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$266,012,651
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$266,012,651
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$3,219,565
Assets. Value of investments in 103.12 investment entities at end of year2017-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2017-12-31$205,262,946
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$710,568
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$720,035
Asset value of US Government securities at end of year2017-12-31$2,625,021,658
Asset value of US Government securities at beginning of year2017-12-31$586,551,735
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$218,555
Net investment gain or loss from common/collective trusts2017-12-31$5,689,364
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
Income. Dividends from preferred stock2017-12-31$8,511
Income. Dividends from common stock2017-12-31$11,826,674
Asset. Corporate debt instrument preferred debt at end of year2017-12-31$203,483,152
Asset. Corporate debt instrument preferred debt at beginning of year2017-12-31$112,301,797
Asset. Corporate debt instrument debt (other) at end of year2017-12-31$535,476,268
Asset. Corporate debt instrument debt (other) at beginning of year2017-12-31$301,203,221
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$452,800
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$452,800
Did the plan have assets held for investment2017-12-31Yes
Aggregate proceeds on sale of assets2017-12-31$15,296,356,062
Aggregate carrying amount (costs) on sale of assets2017-12-31$15,211,555,105
2016 : THE INTERNATIONAL PAPER CO RETIREMENT PLAN PENSION ACCOUNT 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$47,107,058
Total unrealized appreciation/depreciation of assets2016-12-31$47,107,058
Total transfer of assets to this plan2016-12-31$1,426,365,751
Total transfer of assets from this plan2016-12-31$2,252,522,593
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$1,233,221,510
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$1,863,613,032
Total income from all sources (including contributions)2016-12-31$768,340,698
Total loss/gain on sale of assets2016-12-31$34,962,349
Total of all expenses incurred2016-12-31$55,513,201
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$0
Value of total assets at end of year2016-12-31$5,573,074,447
Value of total assets at beginning of year2016-12-31$6,316,795,314
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$55,513,201
Total interest from all sources2016-12-31$37,708,346
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$15,437,490
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$3,028,637
Assets. Real estate other than employer real property at end of year2016-12-31$634,598,240
Assets. Real estate other than employer real property at beginning of year2016-12-31$325,959,189
Assets. Corporate prefeered stocks other than exployer securities at end of year2016-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2016-12-31$69
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Assets. Other investments not covered elsewhere at end of year2016-12-31$1,236,565,455
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$770,656,858
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$1,268,537,795
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$1,874,231,839
Assets. Loans (other than to participants) at end of year2016-12-31$686,471
Assets. Loans (other than to participants) at beginning of year2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$1,233,221,510
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$1,863,613,032
Other income not declared elsewhere2016-12-31$564,377,377
Administrative expenses (other) incurred2016-12-31$3,650,038
Total non interest bearing cash at end of year2016-12-31$-57,777,336
Total non interest bearing cash at beginning of year2016-12-31$32,572,501
Value of net income/loss2016-12-31$712,827,497
Value of net assets at end of year (total assets less liabilities)2016-12-31$4,339,852,937
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$4,453,182,282
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Assets. partnership/joint venture interests at end of year2016-12-31$471,538,529
Assets. partnership/joint venture interests at beginning of year2016-12-31$1,173,148,444
Investment advisory and management fees2016-12-31$51,863,163
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$46,993,238
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$0
Value of interest in pooled separate accounts at end of year2016-12-31$10,725,936
Value of interest in pooled separate accounts at beginning of year2016-12-31$0
Interest on participant loans2016-12-31$0
Income. Interest from loans (other than to participants)2016-12-31$53,037
Interest earned on other investments2016-12-31$7,715,018
Income. Interest from US Government securities2016-12-31$3,375,432
Income. Interest from corporate debt instruments2016-12-31$22,092,500
Value of interest in common/collective trusts at end of year2016-12-31$535,694,172
Value of interest in common/collective trusts at beginning of year2016-12-31$519,667,787
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$266,012,651
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$912,773,184
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$912,773,184
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$4,472,359
Assets. Value of investments in 103.12 investment entities at end of year2016-12-31$205,262,946
Assets. Value of investments in 103.12 investment entities at beginning of year2016-12-31$183,910,760
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$720,035
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$10,777,842
Asset value of US Government securities at end of year2016-12-31$586,551,735
Asset value of US Government securities at beginning of year2016-12-31$270,008,376
Net investment gain/loss from pooled separate accounts2016-12-31$753,131
Net investment gain or loss from common/collective trusts2016-12-31$46,642,761
Net gain/loss from 103.12 investment entities2016-12-31$21,352,186
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
Income. Dividends from common stock2016-12-31$12,408,853
Asset. Corporate debt instrument preferred debt at end of year2016-12-31$112,301,797
Asset. Corporate debt instrument preferred debt at beginning of year2016-12-31$117,613,364
Asset. Corporate debt instrument debt (other) at end of year2016-12-31$301,203,221
Asset. Corporate debt instrument debt (other) at beginning of year2016-12-31$125,442,410
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$452,800
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$32,691
Did the plan have assets held for investment2016-12-31Yes
Aggregate proceeds on sale of assets2016-12-31$18,136,372,564
Aggregate carrying amount (costs) on sale of assets2016-12-31$18,101,410,215
2015 : THE INTERNATIONAL PAPER CO RETIREMENT PLAN PENSION ACCOUNT 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$17,073,588
Total unrealized appreciation/depreciation of assets2015-12-31$17,073,588
Total transfer of assets to this plan2015-12-31$1,118,381,339
Total transfer of assets from this plan2015-12-31$814,513,370
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$1,863,613,032
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$2,025,063,377
Total income from all sources (including contributions)2015-12-31$94,770,485
Total loss/gain on sale of assets2015-12-31$-48,022,011
Total of all expenses incurred2015-12-31$53,968,108
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$0
Value of total assets at end of year2015-12-31$6,316,795,314
Value of total assets at beginning of year2015-12-31$6,133,575,313
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$53,968,108
Total interest from all sources2015-12-31$52,961,659
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$4,189
Assets. Real estate other than employer real property at end of year2015-12-31$325,959,189
Assets. Real estate other than employer real property at beginning of year2015-12-31$328,854,167
Assets. Corporate prefeered stocks other than exployer securities at end of year2015-12-31$69
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2015-12-31$69
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Assets. Other investments not covered elsewhere at end of year2015-12-31$770,656,858
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$802,518,875
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$1,874,231,839
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$1,983,051,753
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$1,863,613,032
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$2,025,063,377
Other income not declared elsewhere2015-12-31$31,948,205
Administrative expenses (other) incurred2015-12-31$2,786,622
Total non interest bearing cash at end of year2015-12-31$32,572,501
Total non interest bearing cash at beginning of year2015-12-31$41,018,244
Value of net income/loss2015-12-31$40,802,377
Value of net assets at end of year (total assets less liabilities)2015-12-31$4,453,182,282
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$4,108,511,936
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Assets. partnership/joint venture interests at end of year2015-12-31$1,173,148,444
Assets. partnership/joint venture interests at beginning of year2015-12-31$1,230,519,749
Investment advisory and management fees2015-12-31$51,181,486
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$145,000
Income. Interest from loans (other than to participants)2015-12-31$133,016
Interest earned on other investments2015-12-31$36,665,778
Income. Interest from US Government securities2015-12-31$4,101,486
Income. Interest from corporate debt instruments2015-12-31$8,824,756
Value of interest in common/collective trusts at end of year2015-12-31$519,667,787
Value of interest in common/collective trusts at beginning of year2015-12-31$509,774,235
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$912,773,184
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$303,352,174
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$303,352,174
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$3,236,623
Assets. Value of investments in 103.12 investment entities at end of year2015-12-31$183,910,760
Assets. Value of investments in 103.12 investment entities at beginning of year2015-12-31$200,379,145
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$10,777,842
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$10,725,483
Asset value of US Government securities at end of year2015-12-31$270,008,376
Asset value of US Government securities at beginning of year2015-12-31$462,223,227
Net investment gain or loss from common/collective trusts2015-12-31$57,273,240
Net gain/loss from 103.12 investment entities2015-12-31$-16,468,385
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
Income. Dividends from common stock2015-12-31$4,189
Asset. Corporate debt instrument preferred debt at end of year2015-12-31$117,613,364
Asset. Corporate debt instrument preferred debt at beginning of year2015-12-31$132,541,644
Asset. Corporate debt instrument debt (other) at end of year2015-12-31$125,442,410
Asset. Corporate debt instrument debt (other) at beginning of year2015-12-31$128,439,140
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$32,691
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$32,408
Did the plan have assets held for investment2015-12-31Yes
Aggregate proceeds on sale of assets2015-12-31$13,769,177,683
Aggregate carrying amount (costs) on sale of assets2015-12-31$13,817,199,694
2014 : THE INTERNATIONAL PAPER CO RETIREMENT PLAN PENSION ACCOUNT 2014 401k financial data
Unrealized appreciation/depreciation of real estate assets2014-12-31$33,270,171
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$401,718,707
Total unrealized appreciation/depreciation of assets2014-12-31$434,988,878
Total transfer of assets to this plan2014-12-31$1,322,354,642
Total transfer of assets from this plan2014-12-31$661,609,408
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$2,025,063,377
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$1,686,245,655
Total income from all sources (including contributions)2014-12-31$191,999,861
Total loss/gain on sale of assets2014-12-31$19,096,417
Total of all expenses incurred2014-12-31$50,663,110
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$0
Value of total assets at end of year2014-12-31$6,133,575,313
Value of total assets at beginning of year2014-12-31$4,992,675,606
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$50,663,110
Total interest from all sources2014-12-31$28,188,782
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$-26
Assets. Real estate other than employer real property at end of year2014-12-31$328,854,167
Assets. Real estate other than employer real property at beginning of year2014-12-31$306,919,907
Assets. Corporate prefeered stocks other than exployer securities at end of year2014-12-31$69
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Assets. Other investments not covered elsewhere at end of year2014-12-31$802,518,875
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$718,996,479
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$1,983,051,753
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$1,696,299,139
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$2,025,063,377
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$1,686,245,655
Other income not declared elsewhere2014-12-31$-348,805,953
Administrative expenses (other) incurred2014-12-31$3,677,093
Total non interest bearing cash at end of year2014-12-31$41,018,244
Total non interest bearing cash at beginning of year2014-12-31$0
Value of net income/loss2014-12-31$141,336,751
Value of net assets at end of year (total assets less liabilities)2014-12-31$4,108,511,936
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$3,306,429,951
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Assets. partnership/joint venture interests at end of year2014-12-31$1,230,519,749
Assets. partnership/joint venture interests at beginning of year2014-12-31$1,057,582,304
Investment advisory and management fees2014-12-31$46,986,017
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$145,000
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$0
Income. Interest from loans (other than to participants)2014-12-31$10,873
Interest earned on other investments2014-12-31$22,052,158
Income. Interest from US Government securities2014-12-31$4,745,483
Income. Interest from corporate debt instruments2014-12-31$338,775
Value of interest in common/collective trusts at end of year2014-12-31$509,774,235
Value of interest in common/collective trusts at beginning of year2014-12-31$498,002,114
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$303,352,174
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$314,841,798
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$314,841,798
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$1,041,493
Assets. Value of investments in 103.12 investment entities at end of year2014-12-31$200,379,145
Assets. Value of investments in 103.12 investment entities at beginning of year2014-12-31$143,620,361
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$10,725,483
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$9,916,467
Asset value of US Government securities at end of year2014-12-31$462,223,227
Asset value of US Government securities at beginning of year2014-12-31$244,978,443
Net investment gain or loss from common/collective trusts2014-12-31$41,772,979
Net gain/loss from 103.12 investment entities2014-12-31$16,758,784
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
Income. Dividends from common stock2014-12-31$-26
Asset. Corporate debt instrument preferred debt at end of year2014-12-31$132,541,644
Asset. Corporate debt instrument preferred debt at beginning of year2014-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2014-12-31$128,439,140
Asset. Corporate debt instrument debt (other) at beginning of year2014-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$32,408
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$1,518,594
Did the plan have assets held for investment2014-12-31Yes
Aggregate proceeds on sale of assets2014-12-31$10,840,490,419
Aggregate carrying amount (costs) on sale of assets2014-12-31$10,821,394,002
2013 : THE INTERNATIONAL PAPER CO RETIREMENT PLAN PENSION ACCOUNT 2013 401k financial data
Unrealized appreciation/depreciation of real estate assets2013-12-31$25,177,922
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$102,018,247
Total unrealized appreciation/depreciation of assets2013-12-31$127,196,169
Total transfer of assets to this plan2013-12-31$384,480,716
Total transfer of assets from this plan2013-12-31$622,679,584
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$1,686,245,655
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$914,749,336
Total income from all sources (including contributions)2013-12-31$410,675,196
Total loss/gain on sale of assets2013-12-31$85,515,110
Total of all expenses incurred2013-12-31$44,623,077
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$0
Value of total assets at end of year2013-12-31$4,992,675,606
Value of total assets at beginning of year2013-12-31$4,093,326,036
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$44,623,077
Total interest from all sources2013-12-31$3,598,079
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$28,354
Assets. Real estate other than employer real property at end of year2013-12-31$306,919,907
Assets. Real estate other than employer real property at beginning of year2013-12-31$346,646,946
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Assets. Other investments not covered elsewhere at end of year2013-12-31$718,996,479
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$750,606,937
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$1,696,299,139
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$1,138,008,401
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$1,686,245,655
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$914,749,336
Other income not declared elsewhere2013-12-31$144,451,692
Administrative expenses (other) incurred2013-12-31$3,800,727
Value of net income/loss2013-12-31$366,052,119
Value of net assets at end of year (total assets less liabilities)2013-12-31$3,306,429,951
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$3,178,576,700
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Assets. partnership/joint venture interests at end of year2013-12-31$1,057,582,304
Assets. partnership/joint venture interests at beginning of year2013-12-31$688,006,451
Investment advisory and management fees2013-12-31$40,822,350
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$0
Value of interest in pooled separate accounts at end of year2013-12-31$0
Value of interest in pooled separate accounts at beginning of year2013-12-31$4,036,397
Income. Interest from US Government securities2013-12-31$1,976,622
Income. Interest from corporate debt instruments2013-12-31$-676,688
Value of interest in common/collective trusts at end of year2013-12-31$498,002,114
Value of interest in common/collective trusts at beginning of year2013-12-31$486,142,325
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$314,841,798
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$132,045,461
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$132,045,461
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$2,298,145
Assets. Value of investments in 103.12 investment entities at end of year2013-12-31$143,620,361
Assets. Value of investments in 103.12 investment entities at beginning of year2013-12-31$174,626,815
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$9,916,467
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$4,851,652
Asset value of US Government securities at end of year2013-12-31$244,978,443
Asset value of US Government securities at beginning of year2013-12-31$323,424,290
Net investment gain or loss from common/collective trusts2013-12-31$56,860,336
Net gain/loss from 103.12 investment entities2013-12-31$-6,974,544
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
Income. Dividends from common stock2013-12-31$28,354
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$-313,089
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$1,518,594
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$45,243,450
Did the plan have assets held for investment2013-12-31Yes
Aggregate proceeds on sale of assets2013-12-31$11,380,707,587
Aggregate carrying amount (costs) on sale of assets2013-12-31$11,295,192,477
2012 : THE INTERNATIONAL PAPER CO RETIREMENT PLAN PENSION ACCOUNT 2012 401k financial data
Unrealized appreciation/depreciation of real estate assets2012-12-31$16,992,291
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$124,427,066
Total unrealized appreciation/depreciation of assets2012-12-31$141,419,357
Total transfer of assets to this plan2012-12-31$354,601,314
Total transfer of assets from this plan2012-12-31$636,562,046
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$914,749,336
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$1,531,996,444
Total income from all sources (including contributions)2012-12-31$424,108,807
Total loss/gain on sale of assets2012-12-31$66,838,502
Total of all expenses incurred2012-12-31$44,508,443
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$0
Value of total assets at end of year2012-12-31$4,093,326,036
Value of total assets at beginning of year2012-12-31$4,612,933,512
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$44,508,443
Total interest from all sources2012-12-31$5,687,197
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$1,412,520
Assets. Real estate other than employer real property at end of year2012-12-31$346,646,946
Assets. Real estate other than employer real property at beginning of year2012-12-31$437,709,830
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Assets. Other investments not covered elsewhere at end of year2012-12-31$750,606,937
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$1,015,592,644
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$1,138,008,401
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$1,541,507,709
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$914,749,336
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$1,531,996,444
Other income not declared elsewhere2012-12-31$120,118,166
Administrative expenses (other) incurred2012-12-31$3,678,397
Total non interest bearing cash at beginning of year2012-12-31$62,613
Value of net income/loss2012-12-31$379,600,364
Value of net assets at end of year (total assets less liabilities)2012-12-31$3,178,576,700
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$3,080,937,068
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Assets. partnership/joint venture interests at end of year2012-12-31$688,006,451
Assets. partnership/joint venture interests at beginning of year2012-12-31$686,422,099
Investment advisory and management fees2012-12-31$40,830,046
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$40,254,487
Value of interest in pooled separate accounts at end of year2012-12-31$4,036,397
Value of interest in pooled separate accounts at beginning of year2012-12-31$416,850
Income. Interest from US Government securities2012-12-31$3,181,077
Value of interest in common/collective trusts at end of year2012-12-31$486,142,325
Value of interest in common/collective trusts at beginning of year2012-12-31$360,574,847
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$132,045,461
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$192,088,699
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$192,088,699
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$2,506,120
Assets. Value of investments in 103.12 investment entities at end of year2012-12-31$174,626,815
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$4,851,652
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$7,284,254
Asset value of US Government securities at end of year2012-12-31$323,424,290
Asset value of US Government securities at beginning of year2012-12-31$306,276,879
Net investment gain/loss from pooled separate accounts2012-12-31$77,472
Net investment gain or loss from common/collective trusts2012-12-31$61,794,920
Net gain/loss from 103.12 investment entities2012-12-31$26,760,673
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Income. Dividends from common stock2012-12-31$1,412,520
Asset. Corporate debt instrument debt (other) at end of year2012-12-31$-313,089
Asset. Corporate debt instrument debt (other) at beginning of year2012-12-31$-11
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$45,243,450
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$24,742,612
Did the plan have assets held for investment2012-12-31Yes
Aggregate proceeds on sale of assets2012-12-31$9,892,929,143
Aggregate carrying amount (costs) on sale of assets2012-12-31$9,826,090,641
2011 : THE INTERNATIONAL PAPER CO RETIREMENT PLAN PENSION ACCOUNT 2011 401k financial data
Unrealized appreciation/depreciation of real estate assets2011-12-31$35,097,106
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$66,019,627
Total unrealized appreciation/depreciation of assets2011-12-31$101,116,733
Total transfer of assets to this plan2011-12-31$617,877,255
Total transfer of assets from this plan2011-12-31$637,924,371
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$1,531,996,444
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$1,492,128,517
Total income from all sources (including contributions)2011-12-31$256,952,613
Total loss/gain on sale of assets2011-12-31$36,731,442
Total of all expenses incurred2011-12-31$42,694,704
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$0
Value of total assets at end of year2011-12-31$4,612,933,512
Value of total assets at beginning of year2011-12-31$4,378,854,792
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$42,694,704
Total interest from all sources2011-12-31$4,684,879
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$212,228
Assets. Real estate other than employer real property at end of year2011-12-31$437,709,830
Assets. Real estate other than employer real property at beginning of year2011-12-31$306,704,784
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Assets. Other investments not covered elsewhere at end of year2011-12-31$1,015,592,644
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$1,073,274,453
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$1,541,507,709
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$1,502,477,395
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$1,531,996,444
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$1,492,128,517
Other income not declared elsewhere2011-12-31$77,076,099
Administrative expenses (other) incurred2011-12-31$3,025,971
Total non interest bearing cash at end of year2011-12-31$62,613
Total non interest bearing cash at beginning of year2011-12-31$8,404,920
Value of net income/loss2011-12-31$214,257,909
Value of net assets at end of year (total assets less liabilities)2011-12-31$3,080,937,068
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$2,886,726,275
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Assets. partnership/joint venture interests at end of year2011-12-31$686,422,099
Assets. partnership/joint venture interests at beginning of year2011-12-31$621,228,624
Investment advisory and management fees2011-12-31$39,668,733
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$40,254,487
Value of interest in pooled separate accounts at end of year2011-12-31$416,850
Value of interest in pooled separate accounts at beginning of year2011-12-31$536,967
Income. Interest from US Government securities2011-12-31$3,978,480
Income. Interest from corporate debt instruments2011-12-31$0
Value of interest in common/collective trusts at end of year2011-12-31$360,574,847
Value of interest in common/collective trusts at beginning of year2011-12-31$338,327,515
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$192,088,699
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$295,217,211
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$295,217,211
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$706,399
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$7,284,254
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$8,102,038
Asset value of US Government securities at end of year2011-12-31$306,276,879
Asset value of US Government securities at beginning of year2011-12-31$214,066,206
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$4,017
Net investment gain/loss from pooled separate accounts2011-12-31$-120,117
Net investment gain or loss from common/collective trusts2011-12-31$37,247,332
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
Income. Dividends from common stock2011-12-31$212,228
Asset. Corporate debt instrument debt (other) at end of year2011-12-31$-11
Asset. Corporate debt instrument debt (other) at beginning of year2011-12-31$-436,291
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$24,742,612
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$10,950,970
Did the plan have assets held for investment2011-12-31Yes
Aggregate proceeds on sale of assets2011-12-31$9,583,239,246
Aggregate carrying amount (costs) on sale of assets2011-12-31$9,546,507,804
2010 : THE INTERNATIONAL PAPER CO RETIREMENT PLAN PENSION ACCOUNT 2010 401k financial data
Unrealized appreciation/depreciation of real estate assets2010-12-31$19,524,373
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$177,293,259
Total unrealized appreciation/depreciation of assets2010-12-31$196,817,632
Total transfer of assets to this plan2010-12-31$1,373,997,946
Total transfer of assets from this plan2010-12-31$1,185,530,157
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$1,492,128,517
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$27,214,324
Total income from all sources (including contributions)2010-12-31$411,123,370
Total loss/gain on sale of assets2010-12-31$74,771,661
Total of all expenses incurred2010-12-31$32,221,377
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$0
Value of total assets at end of year2010-12-31$4,378,854,792
Value of total assets at beginning of year2010-12-31$2,346,570,817
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$32,221,377
Total interest from all sources2010-12-31$4,479,420
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$26,944
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$26,944
Assets. Real estate other than employer real property at end of year2010-12-31$306,704,784
Assets. Real estate other than employer real property at beginning of year2010-12-31$272,161,461
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Assets. Other investments not covered elsewhere at end of year2010-12-31$1,073,274,453
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$964,760,044
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$1,502,477,395
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$60,676,036
Assets. Loans (other than to participants) at beginning of year2010-12-31$7,069,666
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$1,492,128,517
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$27,214,324
Other income not declared elsewhere2010-12-31$90,287,027
Administrative expenses (other) incurred2010-12-31$3,031,006
Total non interest bearing cash at end of year2010-12-31$8,404,920
Total non interest bearing cash at beginning of year2010-12-31$462,996
Value of net income/loss2010-12-31$378,901,993
Value of net assets at end of year (total assets less liabilities)2010-12-31$2,886,726,275
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$2,319,356,493
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Assets. partnership/joint venture interests at end of year2010-12-31$621,228,624
Assets. partnership/joint venture interests at beginning of year2010-12-31$463,917,199
Investment advisory and management fees2010-12-31$29,190,371
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$13,212,113
Value of interest in pooled separate accounts at end of year2010-12-31$536,967
Value of interest in pooled separate accounts at beginning of year2010-12-31$3,302,297
Income. Interest from loans (other than to participants)2010-12-31$23,707
Income. Interest from US Government securities2010-12-31$3,799,031
Income. Interest from corporate debt instruments2010-12-31$58,606
Value of interest in common/collective trusts at end of year2010-12-31$338,327,515
Value of interest in common/collective trusts at beginning of year2010-12-31$218,130,739
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$295,217,211
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$170,229,245
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$170,229,245
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$598,076
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$8,102,038
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$4,759,190
Asset value of US Government securities at end of year2010-12-31$214,066,206
Asset value of US Government securities at beginning of year2010-12-31$164,828,569
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$2,400,767
Net investment gain/loss from pooled separate accounts2010-12-31$143,142
Net investment gain or loss from common/collective trusts2010-12-31$42,196,777
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Asset. Corporate debt instrument preferred debt at beginning of year2010-12-31$1,511,019
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$-436,291
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$1,003,151
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$10,950,970
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$547,092
Did the plan have assets held for investment2010-12-31Yes
Aggregate proceeds on sale of assets2010-12-31$4,096,090,788
Aggregate carrying amount (costs) on sale of assets2010-12-31$4,021,319,127

Form 5500 Responses for THE INTERNATIONAL PAPER CO RETIREMENT PLAN PENSION ACCOUNT

2022: THE INTERNATIONAL PAPER CO RETIREMENT PLAN PENSION ACCOUNT 2022 form 5500 responses
2022-01-01Type of plan entityDFE (Diect Filing Entity)
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan benefit arrangement – InsuranceYes
2021: THE INTERNATIONAL PAPER CO RETIREMENT PLAN PENSION ACCOUNT 2021 form 5500 responses
2021-01-01Type of plan entityDFE (Diect Filing Entity)
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan benefit arrangement – InsuranceYes
2020: THE INTERNATIONAL PAPER CO RETIREMENT PLAN PENSION ACCOUNT 2020 form 5500 responses
2020-01-01Type of plan entityDFE (Diect Filing Entity)
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan benefit arrangement – InsuranceYes
2019: THE INTERNATIONAL PAPER CO RETIREMENT PLAN PENSION ACCOUNT 2019 form 5500 responses
2019-01-01Type of plan entityDFE (Diect Filing Entity)
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan benefit arrangement – InsuranceYes
2018: THE INTERNATIONAL PAPER CO RETIREMENT PLAN PENSION ACCOUNT 2018 form 5500 responses
2018-01-01Type of plan entityDFE (Diect Filing Entity)
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan benefit arrangement – InsuranceYes
2017: THE INTERNATIONAL PAPER CO RETIREMENT PLAN PENSION ACCOUNT 2017 form 5500 responses
2017-01-01Type of plan entityDFE (Diect Filing Entity)
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2016: THE INTERNATIONAL PAPER CO RETIREMENT PLAN PENSION ACCOUNT 2016 form 5500 responses
2016-01-01Type of plan entityDFE (Diect Filing Entity)
2016-01-01Submission has been amendedYes
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2015: THE INTERNATIONAL PAPER CO RETIREMENT PLAN PENSION ACCOUNT 2015 form 5500 responses
2015-01-01Type of plan entityDFE (Diect Filing Entity)
2015-01-01Submission has been amendedYes
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2014: THE INTERNATIONAL PAPER CO RETIREMENT PLAN PENSION ACCOUNT 2014 form 5500 responses
2014-01-01Type of plan entityDFE (Diect Filing Entity)
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2013: THE INTERNATIONAL PAPER CO RETIREMENT PLAN PENSION ACCOUNT 2013 form 5500 responses
2013-01-01Type of plan entityDFE (Diect Filing Entity)
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2012: THE INTERNATIONAL PAPER CO RETIREMENT PLAN PENSION ACCOUNT 2012 form 5500 responses
2012-01-01Type of plan entityDFE (Diect Filing Entity)
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2011: THE INTERNATIONAL PAPER CO RETIREMENT PLAN PENSION ACCOUNT 2011 form 5500 responses
2011-01-01Type of plan entityDFE (Diect Filing Entity)
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2010: THE INTERNATIONAL PAPER CO RETIREMENT PLAN PENSION ACCOUNT 2010 form 5500 responses
2010-01-01Type of plan entityDFE (Diect Filing Entity)
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2009: THE INTERNATIONAL PAPER CO RETIREMENT PLAN PENSION ACCOUNT 2009 form 5500 responses
2009-01-01Type of plan entityDFE (Diect Filing Entity)
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo

Insurance Providers Used on plan

AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract numberAC-515
Policy instance 1
Insurance contract or identification numberAC-515
Number of Individuals Covered45
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
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?Yes
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 number435-PF 513
Policy instance 2
Insurance contract or identification number435-PF 513
Number of Individuals Covered0
Insurance policy start date2022-01-01
Insurance policy end date2022-02-10
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?Yes
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 number435-PF 513
Policy instance 2
Insurance contract or identification number435-PF 513
Number of Individuals Covered11
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
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?Yes
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?Yes
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract numberAC-515
Policy instance 1
Insurance contract or identification numberAC-515
Number of Individuals Covered52
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
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?Yes
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 number435-PF 513
Policy instance 2
Insurance contract or identification number435-PF 513
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
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?Yes
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract numberAC-515
Policy instance 1
Insurance contract or identification numberAC-515
Number of Individuals Covered58
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
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?Yes
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
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract numberLIFEGAC193ASSN0
Policy instance 6
Insurance contract or identification numberLIFEGAC193ASSN0
Number of Individuals Covered3
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
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?Yes
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
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract numberGAC 193 ASSN 0
Policy instance 5
Insurance contract or identification numberGAC 193 ASSN 0
Number of Individuals Covered3
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
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?Yes
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
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract numberGAC 3014 ASSN 0
Policy instance 3
Insurance contract or identification numberGAC 3014 ASSN 0
Number of Individuals Covered3
Insurance policy start date2019-01-01
Insurance policy end date2019-11-30
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?Yes
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
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number338741
Policy instance 4
Insurance contract or identification number338741
Number of Individuals Covered0
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
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?Yes
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
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract numberAC-515
Policy instance 2
Insurance contract or identification numberAC-515
Number of Individuals Covered63
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
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?Yes
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 number435-PF 513
Policy instance 1
Insurance contract or identification number435-PF 513
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
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?Yes
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?Yes
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract numberLIFGAC3014ASSN0
Policy instance 7
Insurance contract or identification numberLIFGAC3014ASSN0
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
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?Yes
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
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract numberGAC 193 ASSN 0
Policy instance 5
Insurance contract or identification numberGAC 193 ASSN 0
Number of Individuals Covered24
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
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?Yes
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 number435-PF 513
Policy instance 1
Insurance contract or identification number435-PF 513
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
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?Yes
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
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract numberAC-515
Policy instance 2
Insurance contract or identification numberAC-515
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
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?Yes
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?Yes
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract numberGAC 3014 ASSN 0
Policy instance 3
Insurance contract or identification numberGAC 3014 ASSN 0
Number of Individuals Covered3
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
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?Yes
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
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number(3) 38741
Policy instance 4
Insurance contract or identification number(3) 38741
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
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?Yes
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
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract numberLIFEGAC193ASSN0
Policy instance 6
Insurance contract or identification numberLIFEGAC193ASSN0
Number of Individuals Covered24
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
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?Yes
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
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract numberLIFGAC3014ASSN0
Policy instance 7
Insurance contract or identification numberLIFGAC3014ASSN0
Number of Individuals Covered3
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
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?Yes
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 number435-PF 513
Policy instance 1
Insurance contract or identification number435-PF 513
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
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?Yes
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?Yes
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract numberAC-515
Policy instance 2
Insurance contract or identification numberAC-515
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
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?Yes
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?Yes
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract numberGAC 3014 ASSN 0
Policy instance 3
Insurance contract or identification numberGAC 3014 ASSN 0
Number of Individuals Covered4
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
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?Yes
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
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number(3) 38741
Policy instance 4
Insurance contract or identification number(3) 38741
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
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?Yes
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
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract numberGAC 193 ASSN 0
Policy instance 5
Insurance contract or identification numberGAC 193 ASSN 0
Number of Individuals Covered27
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
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?Yes
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
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract numberLIFEGAC193ASSN0
Policy instance 6
Insurance contract or identification numberLIFEGAC193ASSN0
Number of Individuals Covered27
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
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?Yes
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
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract numberLIFGAC3014ASSN0
Policy instance 7
Insurance contract or identification numberLIFGAC3014ASSN0
Number of Individuals Covered4
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
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?Yes
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
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract numberGAC 193 ASSN 0
Policy instance 5
Insurance contract or identification numberGAC 193 ASSN 0
Number of Individuals Covered34
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
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?Yes
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
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract numberLIFEGAC193ASSN0
Policy instance 6
Insurance contract or identification numberLIFEGAC193ASSN0
Number of Individuals Covered34
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
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?Yes
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
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number(3) 38741
Policy instance 4
Insurance contract or identification number(3) 38741
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
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?Yes
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
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract numberGAC 3014 ASSN 0
Policy instance 3
Insurance contract or identification numberGAC 3014 ASSN 0
Number of Individuals Covered6
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
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?Yes
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
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract numberAC-515
Policy instance 2
Insurance contract or identification numberAC-515
Number of Individuals Covered118
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
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?Yes
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 number435-PF 513
Policy instance 1
Insurance contract or identification number435-PF 513
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
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?Yes
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
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract numberLIFGAC3014ASSN0
Policy instance 7
Insurance contract or identification numberLIFGAC3014ASSN0
Number of Individuals Covered6
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
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?Yes
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
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract numberLIFGAC3014ASSN0
Policy instance 7
Insurance contract or identification numberLIFGAC3014ASSN0
Number of Individuals Covered7
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
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?Yes
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
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract numberLIFEGAC193ASSN0
Policy instance 6
Insurance contract or identification numberLIFEGAC193ASSN0
Number of Individuals Covered37
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
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?Yes
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
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract numberGAC 193 ASSN 0
Policy instance 5
Insurance contract or identification numberGAC 193 ASSN 0
Number of Individuals Covered37
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
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?Yes
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
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number(3) 38741
Policy instance 4
Insurance contract or identification number(3) 38741
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
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?Yes
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
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract numberAC-515
Policy instance 2
Insurance contract or identification numberAC-515
Number of Individuals Covered101
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
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?Yes
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 number435-PF 513
Policy instance 1
Insurance contract or identification number435-PF 513
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
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?Yes
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
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract numberGAC 3014 ASSN 0
Policy instance 3
Insurance contract or identification numberGAC 3014 ASSN 0
Number of Individuals Covered7
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
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?Yes
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
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract numberLIFEGAC193ASSN0
Policy instance 6
Insurance contract or identification numberLIFEGAC193ASSN0
Number of Individuals Covered39
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
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?Yes
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
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract numberLIFGAC3014ASSN0
Policy instance 7
Insurance contract or identification numberLIFGAC3014ASSN0
Number of Individuals Covered7
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
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?Yes
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
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract numberGAC 193 ASSN 0
Policy instance 5
Insurance contract or identification numberGAC 193 ASSN 0
Number of Individuals Covered39
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
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?Yes
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
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number(3) 38741
Policy instance 4
Insurance contract or identification number(3) 38741
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
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?Yes
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
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract numberGAC 3014 ASSN 0
Policy instance 3
Insurance contract or identification numberGAC 3014 ASSN 0
Number of Individuals Covered7
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
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?Yes
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
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract numberAC-515
Policy instance 2
Insurance contract or identification numberAC-515
Number of Individuals Covered114
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
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?Yes
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 number435-PF 513
Policy instance 1
Insurance contract or identification number435-PF 513
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
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?Yes
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
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract numberLIFEGAC193ASSN0
Policy instance 6
Insurance contract or identification numberLIFEGAC193ASSN0
Number of Individuals Covered41
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
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?Yes
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
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract numberGAC 193 ASSN 0
Policy instance 5
Insurance contract or identification numberGAC 193 ASSN 0
Number of Individuals Covered41
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
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?Yes
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
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number(3) 38741
Policy instance 4
Insurance contract or identification number(3) 38741
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
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?Yes
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 number435-PF 513
Policy instance 1
Insurance contract or identification number435-PF 513
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
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?Yes
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
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract numberLIFGAC3014ASSN0
Policy instance 7
Insurance contract or identification numberLIFGAC3014ASSN0
Number of Individuals Covered7
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
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?Yes
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
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract numberAC-515
Policy instance 2
Insurance contract or identification numberAC-515
Number of Individuals Covered125
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
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?Yes
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
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract numberGAC 3014 ASSN 0
Policy instance 3
Insurance contract or identification numberGAC 3014 ASSN 0
Number of Individuals Covered7
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
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?Yes
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
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract numberAC-515
Policy instance 1
Insurance contract or identification numberAC-515
Number of Individuals Covered138
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
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?Yes
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
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract numberGAC 193 ASSN 0
Policy instance 2
Insurance contract or identification numberGAC 193 ASSN 0
Number of Individuals Covered45
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
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?Yes
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
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract numberLIFGAC3014ASSN0
Policy instance 4
Insurance contract or identification numberLIFGAC3014ASSN0
Number of Individuals Covered8
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
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?Yes
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 number435-PF 513
Policy instance 5
Insurance contract or identification number435-PF 513
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
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?Yes
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
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number(3) 38741
Policy instance 6
Insurance contract or identification number(3) 38741
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
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?Yes
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
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract numberLIFEGAC193ASSN0
Policy instance 3
Insurance contract or identification numberLIFEGAC193ASSN0
Number of Individuals Covered45
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
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?Yes
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
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number(3) 38741
Policy instance 6
Insurance contract or identification number(3) 38741
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
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?Yes
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
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract numberGAC 193 ASSN 0
Policy instance 2
Insurance contract or identification numberGAC 193 ASSN 0
Number of Individuals Covered48
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
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?Yes
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
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract numberLIFEGAC193ASSN0
Policy instance 3
Insurance contract or identification numberLIFEGAC193ASSN0
Number of Individuals Covered48
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
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?Yes
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
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract numberLIFGAC3014ASSN0
Policy instance 4
Insurance contract or identification numberLIFGAC3014ASSN0
Number of Individuals Covered9
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
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?Yes
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 number435-PF 513
Policy instance 5
Insurance contract or identification number435-PF 513
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
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?Yes
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
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract numberAC-515
Policy instance 1
Insurance contract or identification numberAC-515
Number of Individuals Covered143
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
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?Yes
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

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