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PENSION PLAN AND TRUST FOR UNION EMPLOYEES 401k Plan overview

Plan NamePENSION PLAN AND TRUST FOR UNION EMPLOYEES
Plan identification number 001

PENSION PLAN AND TRUST FOR UNION EMPLOYEES Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Benefits are primarily flat dollar (includes dollars per year of service)
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

THE BURT MANUFACTURING COMPANY has sponsored the creation of one or more 401k plans.

Company Name:THE BURT MANUFACTURING COMPANY
Employer identification number (EIN):341500040
NAIC Classification:332300

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PENSION PLAN AND TRUST FOR UNION EMPLOYEES

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-06-01
0012020-06-01
0012019-06-01
0012018-06-01
0012017-06-01PATRICIA NORRIS
0012016-06-01PATRICIA NORRIS
0012015-06-01PATRICIA NORRIS
0012014-06-01PATRICIA NORRIS
0012014-06-01PATRICIA NORRIS
0012013-06-01PATRICIA NORRIS
0012012-06-01PATRICIA NORRIS
0012011-06-01PATRICIA NORRIS
0012010-06-01PATRICIA NORRIS
0012009-06-01PATRICIA NORRIS

Plan Statistics for PENSION PLAN AND TRUST FOR UNION EMPLOYEES

401k plan membership statisitcs for PENSION PLAN AND TRUST FOR UNION EMPLOYEES

Measure Date Value
2022: PENSION PLAN AND TRUST FOR UNION EMPLOYEES 2022 401k membership
Market value of plan assets2022-05-31368,730
Acturial value of plan assets2022-05-31368,432
Funding target for retired participants and beneficiaries receiving payment2022-05-31152,887
Number of terminated vested participants2022-05-317
Fundng target for terminated vested participants2022-05-3198,098
Active participant vested funding target2022-05-31185,924
Number of active participants2022-05-3121
Total funding liabilities for active participants2022-05-31201,509
Total participant count2022-05-3132
Total funding target for all participants2022-05-31452,494
Balance at beginning of prior year after applicable adjustments2022-05-310
Prefunding balance at beginning of prior year after applicable adjustments2022-05-311,764
Carryover balanced portion elected for use to offset prior years funding requirement2022-05-310
Prefunding balanced used to offset prior years funding requirement2022-05-310
Amount remaining of carryover balance2022-05-310
Amount remaining of prefunding balance2022-05-311,764
Present value of excess contributions2022-05-3124
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-05-3125
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-05-310
Reductions in caryover balances due to elections or deemed elections2022-05-310
Reductions in prefunding balances due to elections or deemed elections2022-05-310
Balance of carryovers at beginning of current year2022-05-310
Balance of prefunding at beginning of current year2022-05-311,810
Total employer contributions2022-05-3155,280
Total employee contributions2022-05-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-05-3152,497
Unpaid minimum required contributions for all prior years2022-05-310
Remaining amount of unpaid minimum required contributions2022-05-310
Minimum required contributions for current year target normal cost2022-05-3125,638
Net shortfall amortization installment of oustanding balance2022-05-3185,872
Waiver amortization installment2022-05-310
Total funding amount beforereflecting carryover/prefunding balances2022-05-3133,645
Prefunding balance elected to use to offset funding requirement2022-05-311,810
Additional cash requirement2022-05-3131,835
Contributions allocatedtoward minimum required contributions for current year2022-05-3152,497
Unpaid minimum required contributions for current year2022-05-310
Unpaid minimum required contributions for all years2022-05-310
2021: PENSION PLAN AND TRUST FOR UNION EMPLOYEES 2021 401k membership
Total participants, beginning-of-year2021-06-0132
Total number of active participants reported on line 7a of the Form 55002021-06-0120
Number of retired or separated participants receiving benefits2021-06-012
Number of other retired or separated participants entitled to future benefits2021-06-019
Total of all active and inactive participants2021-06-0131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-06-011
Total participants2021-06-0132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-06-015
Market value of plan assets2021-05-31332,988
Acturial value of plan assets2021-05-31332,988
Funding target for retired participants and beneficiaries receiving payment2021-05-31164,551
Number of terminated vested participants2021-05-311
Fundng target for terminated vested participants2021-05-311,439
Active participant vested funding target2021-05-31204,329
Number of active participants2021-05-3126
Total funding liabilities for active participants2021-05-31248,039
Total participant count2021-05-3131
Total funding target for all participants2021-05-31414,029
Balance at beginning of prior year after applicable adjustments2021-05-310
Prefunding balance at beginning of prior year after applicable adjustments2021-05-312,240
Carryover balanced portion elected for use to offset prior years funding requirement2021-05-310
Prefunding balanced used to offset prior years funding requirement2021-05-310
Amount remaining of carryover balance2021-05-310
Amount remaining of prefunding balance2021-05-312,240
Present value of excess contributions2021-05-3120
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-05-3121
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-05-310
Reductions in caryover balances due to elections or deemed elections2021-05-310
Reductions in prefunding balances due to elections or deemed elections2021-05-31541
Balance of carryovers at beginning of current year2021-05-310
Balance of prefunding at beginning of current year2021-05-311,764
Total employer contributions2021-05-3155,226
Total employee contributions2021-05-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-05-3153,007
Unpaid minimum required contributions for all prior years2021-05-310
Remaining amount of unpaid minimum required contributions2021-05-310
Minimum required contributions for current year target normal cost2021-05-3129,783
Net shortfall amortization installment of oustanding balance2021-05-3182,805
Waiver amortization installment2021-05-310
Total funding amount beforereflecting carryover/prefunding balances2021-05-3152,983
Carryover balance elected to use to offset funding requirement2021-05-310
Prefunding balance elected to use to offset funding requirement2021-05-310
Additional cash requirement2021-05-3152,983
Contributions allocatedtoward minimum required contributions for current year2021-05-3153,007
Unpaid minimum required contributions for current year2021-05-310
Unpaid minimum required contributions for all years2021-05-310
2020: PENSION PLAN AND TRUST FOR UNION EMPLOYEES 2020 401k membership
Total participants, beginning-of-year2020-06-0131
Total number of active participants reported on line 7a of the Form 55002020-06-0121
Number of retired or separated participants receiving benefits2020-06-013
Number of other retired or separated participants entitled to future benefits2020-06-017
Total of all active and inactive participants2020-06-0131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-06-011
Total participants2020-06-0132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-06-014
Market value of plan assets2020-05-31292,586
Acturial value of plan assets2020-05-31292,586
Funding target for retired participants and beneficiaries receiving payment2020-05-31171,186
Number of terminated vested participants2020-05-310
Fundng target for terminated vested participants2020-05-310
Active participant vested funding target2020-05-31182,039
Number of active participants2020-05-3130
Total funding liabilities for active participants2020-05-31229,716
Total participant count2020-05-3134
Total funding target for all participants2020-05-31400,902
Balance at beginning of prior year after applicable adjustments2020-05-310
Prefunding balance at beginning of prior year after applicable adjustments2020-05-312,175
Carryover balanced portion elected for use to offset prior years funding requirement2020-05-310
Prefunding balanced used to offset prior years funding requirement2020-05-310
Amount remaining of carryover balance2020-05-310
Amount remaining of prefunding balance2020-05-312,175
Present value of excess contributions2020-05-318
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-05-319
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-05-310
Reductions in caryover balances due to elections or deemed elections2020-05-310
Reductions in prefunding balances due to elections or deemed elections2020-05-310
Balance of carryovers at beginning of current year2020-05-310
Balance of prefunding at beginning of current year2020-05-312,240
Total employer contributions2020-05-3162,157
Total employee contributions2020-05-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-05-3157,655
Remaining amount of unpaid minimum required contributions2020-05-310
Minimum required contributions for current year target normal cost2020-05-3130,249
Net shortfall amortization installment of oustanding balance2020-05-31110,556
Total funding amount beforereflecting carryover/prefunding balances2020-05-3157,635
Carryover balance elected to use to offset funding requirement2020-05-310
Prefunding balance elected to use to offset funding requirement2020-05-310
Additional cash requirement2020-05-3157,635
Contributions allocatedtoward minimum required contributions for current year2020-05-3157,655
Unpaid minimum required contributions for current year2020-05-310
Unpaid minimum required contributions for all years2020-05-310
2019: PENSION PLAN AND TRUST FOR UNION EMPLOYEES 2019 401k membership
Total participants, beginning-of-year2019-06-0134
Total number of active participants reported on line 7a of the Form 55002019-06-0126
Number of retired or separated participants receiving benefits2019-06-013
Number of other retired or separated participants entitled to future benefits2019-06-011
Total of all active and inactive participants2019-06-0130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-06-011
Total participants2019-06-0131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-06-013
Market value of plan assets2019-05-31283,562
Acturial value of plan assets2019-05-31283,562
Funding target for retired participants and beneficiaries receiving payment2019-05-31177,786
Number of terminated vested participants2019-05-310
Fundng target for terminated vested participants2019-05-310
Active participant vested funding target2019-05-31157,106
Number of active participants2019-05-3124
Total funding liabilities for active participants2019-05-31173,942
Total participant count2019-05-3129
Total funding target for all participants2019-05-31351,728
Balance at beginning of prior year after applicable adjustments2019-05-310
Prefunding balance at beginning of prior year after applicable adjustments2019-05-312,108
Carryover balanced portion elected for use to offset prior years funding requirement2019-05-310
Prefunding balanced used to offset prior years funding requirement2019-05-310
Amount remaining of carryover balance2019-05-310
Amount remaining of prefunding balance2019-05-312,108
Present value of excess contributions2019-05-311,414
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-05-311,500
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-05-310
Reductions in caryover balances due to elections or deemed elections2019-05-310
Reductions in prefunding balances due to elections or deemed elections2019-05-310
Balance of carryovers at beginning of current year2019-05-310
Balance of prefunding at beginning of current year2019-05-312,175
Total employer contributions2019-05-3131,858
Total employee contributions2019-05-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-05-310
Contributions made to avoid restrictions adjusted to valuation date2019-05-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-05-3130,435
Unpaid minimum required contributions for all prior years2019-05-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-05-310
Remaining amount of unpaid minimum required contributions2019-05-310
Minimum required contributions for current year target normal cost2019-05-3122,591
Net shortfall amortization installment of oustanding balance2019-05-3170,341
Waiver amortization installment2019-05-310
Total funding amount beforereflecting carryover/prefunding balances2019-05-3130,427
Carryover balance elected to use to offset funding requirement2019-05-310
Prefunding balance elected to use to offset funding requirement2019-05-310
Additional cash requirement2019-05-3130,427
Contributions allocatedtoward minimum required contributions for current year2019-05-3130,435
Unpaid minimum required contributions for current year2019-05-310
Unpaid minimum required contributions for all years2019-05-310
2018: PENSION PLAN AND TRUST FOR UNION EMPLOYEES 2018 401k membership
Total participants, beginning-of-year2018-06-0129
Total number of active participants reported on line 7a of the Form 55002018-06-0130
Number of retired or separated participants receiving benefits2018-06-013
Number of other retired or separated participants entitled to future benefits2018-06-010
Total of all active and inactive participants2018-06-0133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-06-011
Total participants2018-06-0134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-06-014
Market value of plan assets2018-05-31267,712
Acturial value of plan assets2018-05-31267,712
Funding target for retired participants and beneficiaries receiving payment2018-05-31183,704
Number of terminated vested participants2018-05-312
Fundng target for terminated vested participants2018-05-3147,991
Active participant vested funding target2018-05-3190,235
Number of active participants2018-05-3123
Total funding liabilities for active participants2018-05-31100,284
Total participant count2018-05-3130
Total funding target for all participants2018-05-31331,979
Balance at beginning of prior year after applicable adjustments2018-05-310
Prefunding balance at beginning of prior year after applicable adjustments2018-05-312,024
Carryover balanced portion elected for use to offset prior years funding requirement2018-05-310
Prefunding balanced used to offset prior years funding requirement2018-05-310
Amount remaining of carryover balance2018-05-310
Amount remaining of prefunding balance2018-05-312,024
Present value of excess contributions2018-05-3170,778
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-05-3175,223
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-05-310
Reductions in prefunding balances due to elections or deemed elections2018-05-310
Balance of carryovers at beginning of current year2018-05-310
Balance of prefunding at beginning of current year2018-05-312,108
Total employer contributions2018-05-3141,324
Total employee contributions2018-05-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-05-310
Contributions made to avoid restrictions adjusted to valuation date2018-05-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-05-3139,334
Unpaid minimum required contributions for all prior years2018-05-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-05-310
Remaining amount of unpaid minimum required contributions2018-05-310
Minimum required contributions for current year target normal cost2018-05-3118,999
Net shortfall amortization installment of oustanding balance2018-05-3166,375
Waiver amortization installment2018-05-310
Total funding amount beforereflecting carryover/prefunding balances2018-05-3137,920
Additional cash requirement2018-05-3137,920
Contributions allocatedtoward minimum required contributions for current year2018-05-3139,334
Unpaid minimum required contributions for current year2018-05-310
Unpaid minimum required contributions for all years2018-05-310
2017: PENSION PLAN AND TRUST FOR UNION EMPLOYEES 2017 401k membership
Total participants, beginning-of-year2017-06-0130
Total number of active participants reported on line 7a of the Form 55002017-06-0124
Number of retired or separated participants receiving benefits2017-06-013
Number of other retired or separated participants entitled to future benefits2017-06-010
Total of all active and inactive participants2017-06-0127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-06-012
Total participants2017-06-0129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-06-015
Market value of plan assets2017-05-31289,484
Acturial value of plan assets2017-05-31289,484
Funding target for retired participants and beneficiaries receiving payment2017-05-31189,391
Number of terminated vested participants2017-05-314
Fundng target for terminated vested participants2017-05-3191,875
Active participant vested funding target2017-05-3165,617
Number of active participants2017-05-3115
Total funding liabilities for active participants2017-05-3169,342
Total participant count2017-05-3124
Total funding target for all participants2017-05-31350,608
Balance at beginning of prior year after applicable adjustments2017-05-310
Prefunding balance at beginning of prior year after applicable adjustments2017-05-311,951
Carryover balanced portion elected for use to offset prior years funding requirement2017-05-310
Prefunding balanced used to offset prior years funding requirement2017-05-310
Amount remaining of carryover balance2017-05-310
Amount remaining of prefunding balance2017-05-311,951
Present value of excess contributions2017-05-312
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-05-312
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-05-310
Reductions in caryover balances due to elections or deemed elections2017-05-310
Reductions in prefunding balances due to elections or deemed elections2017-05-310
Balance of carryovers at beginning of current year2017-05-310
Balance of prefunding at beginning of current year2017-05-312,024
Total employer contributions2017-05-31106,296
Total employee contributions2017-05-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-05-310
Contributions made to avoid restrictions adjusted to valuation date2017-05-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-05-3199,401
Unpaid minimum required contributions for all prior years2017-05-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-05-310
Remaining amount of unpaid minimum required contributions2017-05-310
Minimum required contributions for current year target normal cost2017-05-3112,425
Net shortfall amortization installment of oustanding balance2017-05-3163,148
Waiver amortization installment2017-05-310
Waived amount of outstanding balance2017-05-310
Total funding amount beforereflecting carryover/prefunding balances2017-05-3128,623
Carryover balance elected to use to offset funding requirement2017-05-310
Prefunding balance elected to use to offset funding requirement2017-05-310
Additional cash requirement2017-05-3128,623
Contributions allocatedtoward minimum required contributions for current year2017-05-3199,401
Unpaid minimum required contributions for current year2017-05-310
Unpaid minimum required contributions for all years2017-05-310
2016: PENSION PLAN AND TRUST FOR UNION EMPLOYEES 2016 401k membership
Total participants, beginning-of-year2016-06-0124
Total number of active participants reported on line 7a of the Form 55002016-06-0123
Number of retired or separated participants receiving benefits2016-06-013
Number of other retired or separated participants entitled to future benefits2016-06-012
Total of all active and inactive participants2016-06-0128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-06-012
Total participants2016-06-0130
2015: PENSION PLAN AND TRUST FOR UNION EMPLOYEES 2015 401k membership
Total participants, beginning-of-year2015-06-0122
Total number of active participants reported on line 7a of the Form 55002015-06-0115
Number of retired or separated participants receiving benefits2015-06-013
Number of other retired or separated participants entitled to future benefits2015-06-014
Total of all active and inactive participants2015-06-0122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-06-012
Total participants2015-06-0124
2014: PENSION PLAN AND TRUST FOR UNION EMPLOYEES 2014 401k membership
Total participants, beginning-of-year2014-06-0120
Total number of active participants reported on line 7a of the Form 55002014-06-0113
Number of retired or separated participants receiving benefits2014-06-013
Number of other retired or separated participants entitled to future benefits2014-06-013
Total of all active and inactive participants2014-06-0119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-06-012
Total participants2014-06-0121
2013: PENSION PLAN AND TRUST FOR UNION EMPLOYEES 2013 401k membership
Total participants, beginning-of-year2013-06-0122
Total number of active participants reported on line 7a of the Form 55002013-06-0111
Number of retired or separated participants receiving benefits2013-06-014
Number of other retired or separated participants entitled to future benefits2013-06-013
Total of all active and inactive participants2013-06-0118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-06-012
Total participants2013-06-0120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-06-010
2012: PENSION PLAN AND TRUST FOR UNION EMPLOYEES 2012 401k membership
Total participants, beginning-of-year2012-06-0122
Total number of active participants reported on line 7a of the Form 55002012-06-0112
Number of retired or separated participants receiving benefits2012-06-014
Number of other retired or separated participants entitled to future benefits2012-06-014
Total of all active and inactive participants2012-06-0120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-06-012
Total participants2012-06-0122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-06-010
2011: PENSION PLAN AND TRUST FOR UNION EMPLOYEES 2011 401k membership
Total participants, beginning-of-year2011-06-0124
Total number of active participants reported on line 7a of the Form 55002011-06-0111
Number of retired or separated participants receiving benefits2011-06-015
Number of other retired or separated participants entitled to future benefits2011-06-014
Total of all active and inactive participants2011-06-0120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-06-012
Total participants2011-06-0122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-06-010
2010: PENSION PLAN AND TRUST FOR UNION EMPLOYEES 2010 401k membership
Total participants, beginning-of-year2010-06-0134
Total number of active participants reported on line 7a of the Form 55002010-06-0110
Number of retired or separated participants receiving benefits2010-06-015
Number of other retired or separated participants entitled to future benefits2010-06-017
Total of all active and inactive participants2010-06-0122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-06-012
Total participants2010-06-0124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-06-010
2009: PENSION PLAN AND TRUST FOR UNION EMPLOYEES 2009 401k membership
Total participants, beginning-of-year2009-06-0137
Total number of active participants reported on line 7a of the Form 55002009-06-0123
Number of retired or separated participants receiving benefits2009-06-017
Number of other retired or separated participants entitled to future benefits2009-06-013
Total of all active and inactive participants2009-06-0133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-06-011
Total participants2009-06-0134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-06-010

Financial Data on PENSION PLAN AND TRUST FOR UNION EMPLOYEES

Measure Date Value
2022 : PENSION PLAN AND TRUST FOR UNION EMPLOYEES 2022 401k financial data
Total income from all sources2022-05-31$63,541
Expenses. Total of all expenses incurred2022-05-31$35,791
Benefits paid (including direct rollovers)2022-05-31$29,621
Total plan assets at end of year2022-05-31$396,480
Total plan assets at beginning of year2022-05-31$368,730
Value of fidelity bond covering the plan2022-05-31$195,000
Expenses. Other expenses not covered elsewhere2022-05-31$6,170
Other income received2022-05-31$8,261
Net income (gross income less expenses)2022-05-31$27,750
Net plan assets at end of year (total assets less liabilities)2022-05-31$396,480
Net plan assets at beginning of year (total assets less liabilities)2022-05-31$368,730
Total contributions received or receivable from employer(s)2022-05-31$55,280
2021 : PENSION PLAN AND TRUST FOR UNION EMPLOYEES 2021 401k financial data
Total income from all sources2021-05-31$63,493
Expenses. Total of all expenses incurred2021-05-31$28,965
Benefits paid (including direct rollovers)2021-05-31$22,748
Total plan assets at end of year2021-05-31$368,730
Total plan assets at beginning of year2021-05-31$334,202
Value of fidelity bond covering the plan2021-05-31$195,000
Expenses. Other expenses not covered elsewhere2021-05-31$6,217
Other income received2021-05-31$8,267
Net income (gross income less expenses)2021-05-31$34,528
Net plan assets at end of year (total assets less liabilities)2021-05-31$368,730
Net plan assets at beginning of year (total assets less liabilities)2021-05-31$334,202
Total contributions received or receivable from employer(s)2021-05-31$55,226
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-05-31$0
2020 : PENSION PLAN AND TRUST FOR UNION EMPLOYEES 2020 401k financial data
Total income from all sources2020-05-31$70,279
Expenses. Total of all expenses incurred2020-05-31$28,853
Benefits paid (including direct rollovers)2020-05-31$22,748
Total plan assets at end of year2020-05-31$334,202
Total plan assets at beginning of year2020-05-31$292,776
Value of fidelity bond covering the plan2020-05-31$195,000
Expenses. Other expenses not covered elsewhere2020-05-31$6,105
Other income received2020-05-31$8,122
Net income (gross income less expenses)2020-05-31$41,426
Net plan assets at end of year (total assets less liabilities)2020-05-31$334,202
Net plan assets at beginning of year (total assets less liabilities)2020-05-31$292,776
Total contributions received or receivable from employer(s)2020-05-31$62,157
2019 : PENSION PLAN AND TRUST FOR UNION EMPLOYEES 2019 401k financial data
Total income from all sources2019-05-31$40,023
Expenses. Total of all expenses incurred2019-05-31$31,006
Benefits paid (including direct rollovers)2019-05-31$24,504
Total plan assets at end of year2019-05-31$292,776
Total plan assets at beginning of year2019-05-31$283,759
Value of fidelity bond covering the plan2019-05-31$195,000
Expenses. Other expenses not covered elsewhere2019-05-31$6,502
Other income received2019-05-31$8,165
Net income (gross income less expenses)2019-05-31$9,017
Net plan assets at end of year (total assets less liabilities)2019-05-31$292,776
Net plan assets at beginning of year (total assets less liabilities)2019-05-31$283,759
Total contributions received or receivable from employer(s)2019-05-31$31,858
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-05-31$0
2018 : PENSION PLAN AND TRUST FOR UNION EMPLOYEES 2018 401k financial data
Total income from all sources2018-05-31$49,024
Expenses. Total of all expenses incurred2018-05-31$34,191
Benefits paid (including direct rollovers)2018-05-31$27,474
Total plan assets at end of year2018-05-31$283,759
Total plan assets at beginning of year2018-05-31$268,926
Value of fidelity bond covering the plan2018-05-31$195,000
Total contributions received or receivable from participants2018-05-31$0
Expenses. Other expenses not covered elsewhere2018-05-31$0
Contributions received from other sources (not participants or employers)2018-05-31$0
Other income received2018-05-31$7,700
Noncash contributions received2018-05-31$0
Net income (gross income less expenses)2018-05-31$14,833
Net plan assets at end of year (total assets less liabilities)2018-05-31$283,759
Net plan assets at beginning of year (total assets less liabilities)2018-05-31$268,926
Total contributions received or receivable from employer(s)2018-05-31$41,324
Value of certain deemed distributions of participant loans2018-05-31$0
Value of corrective distributions2018-05-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-05-31$6,717
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-05-31$0
2017 : PENSION PLAN AND TRUST FOR UNION EMPLOYEES 2017 401k financial data
Total income from all sources2017-05-31$116,650
Expenses. Total of all expenses incurred2017-05-31$137,432
Benefits paid (including direct rollovers)2017-05-31$130,459
Total plan assets at end of year2017-05-31$268,926
Total plan assets at beginning of year2017-05-31$289,708
Value of fidelity bond covering the plan2017-05-31$195,000
Total contributions received or receivable from participants2017-05-31$0
Expenses. Other expenses not covered elsewhere2017-05-31$0
Contributions received from other sources (not participants or employers)2017-05-31$0
Other income received2017-05-31$10,354
Noncash contributions received2017-05-31$0
Net income (gross income less expenses)2017-05-31$-20,782
Net plan assets at end of year (total assets less liabilities)2017-05-31$268,926
Net plan assets at beginning of year (total assets less liabilities)2017-05-31$289,708
Total contributions received or receivable from employer(s)2017-05-31$106,296
Value of certain deemed distributions of participant loans2017-05-31$0
Value of corrective distributions2017-05-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-05-31$6,973
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-05-31$0
2016 : PENSION PLAN AND TRUST FOR UNION EMPLOYEES 2016 401k financial data
Total income from all sources2016-05-31$42,889
Expenses. Total of all expenses incurred2016-05-31$53,583
Benefits paid (including direct rollovers)2016-05-31$47,294
Total plan assets at end of year2016-05-31$289,708
Total plan assets at beginning of year2016-05-31$300,402
Value of fidelity bond covering the plan2016-05-31$195,000
Other income received2016-05-31$15,364
Net income (gross income less expenses)2016-05-31$-10,694
Net plan assets at end of year (total assets less liabilities)2016-05-31$289,708
Net plan assets at beginning of year (total assets less liabilities)2016-05-31$300,402
Total contributions received or receivable from employer(s)2016-05-31$27,525
Expenses. Administrative service providers (salaries,fees and commissions)2016-05-31$6,289
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-05-31$0
2015 : PENSION PLAN AND TRUST FOR UNION EMPLOYEES 2015 401k financial data
Total income from all sources2015-05-31$30,960
Expenses. Total of all expenses incurred2015-05-31$46,756
Benefits paid (including direct rollovers)2015-05-31$40,707
Total plan assets at end of year2015-05-31$300,402
Total plan assets at beginning of year2015-05-31$316,198
Value of fidelity bond covering the plan2015-05-31$195,000
Other income received2015-05-31$10,834
Net income (gross income less expenses)2015-05-31$-15,796
Net plan assets at end of year (total assets less liabilities)2015-05-31$300,402
Net plan assets at beginning of year (total assets less liabilities)2015-05-31$316,198
Total contributions received or receivable from employer(s)2015-05-31$20,126
Expenses. Administrative service providers (salaries,fees and commissions)2015-05-31$6,049
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-05-31$0
2014 : PENSION PLAN AND TRUST FOR UNION EMPLOYEES 2014 401k financial data
Total income from all sources2014-05-31$35,311
Expenses. Total of all expenses incurred2014-05-31$91,150
Benefits paid (including direct rollovers)2014-05-31$84,918
Total plan assets at end of year2014-05-31$316,198
Total plan assets at beginning of year2014-05-31$372,037
Value of fidelity bond covering the plan2014-05-31$195,000
Other income received2014-05-31$15,179
Net income (gross income less expenses)2014-05-31$-55,839
Net plan assets at end of year (total assets less liabilities)2014-05-31$316,198
Net plan assets at beginning of year (total assets less liabilities)2014-05-31$372,037
Total contributions received or receivable from employer(s)2014-05-31$20,132
Expenses. Administrative service providers (salaries,fees and commissions)2014-05-31$6,232
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-05-31$0
2013 : PENSION PLAN AND TRUST FOR UNION EMPLOYEES 2013 401k financial data
Total income from all sources2013-05-31$29,744
Expenses. Total of all expenses incurred2013-05-31$33,228
Benefits paid (including direct rollovers)2013-05-31$27,052
Total plan assets at end of year2013-05-31$372,037
Total plan assets at beginning of year2013-05-31$375,521
Value of fidelity bond covering the plan2013-05-31$195,000
Total contributions received or receivable from participants2013-05-31$0
Contributions received from other sources (not participants or employers)2013-05-31$0
Other income received2013-05-31$17,518
Net income (gross income less expenses)2013-05-31$-3,484
Net plan assets at end of year (total assets less liabilities)2013-05-31$372,037
Net plan assets at beginning of year (total assets less liabilities)2013-05-31$375,521
Total contributions received or receivable from employer(s)2013-05-31$12,226
Value of corrective distributions2013-05-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-05-31$6,176
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-05-31$0
2012 : PENSION PLAN AND TRUST FOR UNION EMPLOYEES 2012 401k financial data
Total income from all sources2012-05-31$67,114
Expenses. Total of all expenses incurred2012-05-31$233,500
Benefits paid (including direct rollovers)2012-05-31$228,131
Total plan assets at end of year2012-05-31$375,521
Total plan assets at beginning of year2012-05-31$541,907
Value of fidelity bond covering the plan2012-05-31$195,000
Other income received2012-05-31$36,780
Net income (gross income less expenses)2012-05-31$-166,386
Net plan assets at end of year (total assets less liabilities)2012-05-31$375,521
Net plan assets at beginning of year (total assets less liabilities)2012-05-31$541,907
Total contributions received or receivable from employer(s)2012-05-31$30,334
Expenses. Administrative service providers (salaries,fees and commissions)2012-05-31$5,369
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-05-31$0
2011 : PENSION PLAN AND TRUST FOR UNION EMPLOYEES 2011 401k financial data
Total income from all sources2011-05-31$63,336
Expenses. Total of all expenses incurred2011-05-31$310,205
Benefits paid (including direct rollovers)2011-05-31$303,598
Total plan assets at end of year2011-05-31$541,907
Total plan assets at beginning of year2011-05-31$788,776
Value of fidelity bond covering the plan2011-05-31$195,000
Other income received2011-05-31$37,955
Net income (gross income less expenses)2011-05-31$-246,869
Net plan assets at end of year (total assets less liabilities)2011-05-31$541,907
Net plan assets at beginning of year (total assets less liabilities)2011-05-31$788,776
Total contributions received or receivable from employer(s)2011-05-31$25,381
Expenses. Administrative service providers (salaries,fees and commissions)2011-05-31$6,607
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-05-31$0
2010 : PENSION PLAN AND TRUST FOR UNION EMPLOYEES 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-05-31$0

Form 5500 Responses for PENSION PLAN AND TRUST FOR UNION EMPLOYEES

2021: PENSION PLAN AND TRUST FOR UNION EMPLOYEES 2021 form 5500 responses
2021-06-01Type of plan entitySingle employer plan
2021-06-01Submission has been amendedNo
2021-06-01This submission is the final filingNo
2021-06-01This return/report is a short plan year return/report (less than 12 months)No
2021-06-01Plan is a collectively bargained planYes
2021-06-01Plan funding arrangement – InsuranceYes
2021-06-01Plan benefit arrangement – InsuranceYes
2020: PENSION PLAN AND TRUST FOR UNION EMPLOYEES 2020 form 5500 responses
2020-06-01Type of plan entitySingle employer plan
2020-06-01Submission has been amendedNo
2020-06-01This submission is the final filingNo
2020-06-01This return/report is a short plan year return/report (less than 12 months)No
2020-06-01Plan is a collectively bargained planYes
2020-06-01Plan funding arrangement – InsuranceYes
2020-06-01Plan benefit arrangement – InsuranceYes
2019: PENSION PLAN AND TRUST FOR UNION EMPLOYEES 2019 form 5500 responses
2019-06-01Type of plan entitySingle employer plan
2019-06-01Submission has been amendedNo
2019-06-01This submission is the final filingNo
2019-06-01This return/report is a short plan year return/report (less than 12 months)No
2019-06-01Plan is a collectively bargained planYes
2019-06-01Plan funding arrangement – InsuranceYes
2019-06-01Plan benefit arrangement – InsuranceYes
2018: PENSION PLAN AND TRUST FOR UNION EMPLOYEES 2018 form 5500 responses
2018-06-01Type of plan entitySingle employer plan
2018-06-01Submission has been amendedNo
2018-06-01This submission is the final filingNo
2018-06-01This return/report is a short plan year return/report (less than 12 months)No
2018-06-01Plan is a collectively bargained planYes
2018-06-01Plan funding arrangement – InsuranceYes
2018-06-01Plan benefit arrangement – InsuranceYes
2017: PENSION PLAN AND TRUST FOR UNION EMPLOYEES 2017 form 5500 responses
2017-06-01Type of plan entitySingle employer plan
2017-06-01Submission has been amendedNo
2017-06-01This submission is the final filingNo
2017-06-01This return/report is a short plan year return/report (less than 12 months)No
2017-06-01Plan is a collectively bargained planYes
2017-06-01Plan funding arrangement – InsuranceYes
2017-06-01Plan benefit arrangement – InsuranceYes
2016: PENSION PLAN AND TRUST FOR UNION EMPLOYEES 2016 form 5500 responses
2016-06-01Type of plan entitySingle employer plan
2016-06-01Submission has been amendedNo
2016-06-01This submission is the final filingNo
2016-06-01This return/report is a short plan year return/report (less than 12 months)No
2016-06-01Plan is a collectively bargained planYes
2016-06-01Plan funding arrangement – InsuranceYes
2016-06-01Plan benefit arrangement – InsuranceYes
2015: PENSION PLAN AND TRUST FOR UNION EMPLOYEES 2015 form 5500 responses
2015-06-01Type of plan entitySingle employer plan
2015-06-01Submission has been amendedNo
2015-06-01This submission is the final filingNo
2015-06-01This return/report is a short plan year return/report (less than 12 months)No
2015-06-01Plan is a collectively bargained planYes
2015-06-01Plan funding arrangement – InsuranceYes
2015-06-01Plan benefit arrangement – InsuranceYes
2014: PENSION PLAN AND TRUST FOR UNION EMPLOYEES 2014 form 5500 responses
2014-06-01Type of plan entitySingle employer plan
2014-06-01Submission has been amendedYes
2014-06-01This submission is the final filingNo
2014-06-01This return/report is a short plan year return/report (less than 12 months)No
2014-06-01Plan is a collectively bargained planNo
2014-06-01Plan funding arrangement – InsuranceYes
2014-06-01Plan benefit arrangement – InsuranceYes
2013: PENSION PLAN AND TRUST FOR UNION EMPLOYEES 2013 form 5500 responses
2013-06-01Type of plan entitySingle employer plan
2013-06-01Submission has been amendedYes
2013-06-01This submission is the final filingNo
2013-06-01This return/report is a short plan year return/report (less than 12 months)No
2013-06-01Plan is a collectively bargained planNo
2013-06-01Plan funding arrangement – InsuranceYes
2013-06-01Plan benefit arrangement – InsuranceYes
2012: PENSION PLAN AND TRUST FOR UNION EMPLOYEES 2012 form 5500 responses
2012-06-01Type of plan entitySingle employer plan
2012-06-01Submission has been amendedNo
2012-06-01This submission is the final filingNo
2012-06-01This return/report is a short plan year return/report (less than 12 months)No
2012-06-01Plan is a collectively bargained planYes
2012-06-01Plan funding arrangement – InsuranceYes
2012-06-01Plan benefit arrangement – InsuranceYes
2011: PENSION PLAN AND TRUST FOR UNION EMPLOYEES 2011 form 5500 responses
2011-06-01Type of plan entitySingle employer plan
2011-06-01Submission has been amendedNo
2011-06-01This submission is the final filingNo
2011-06-01This return/report is a short plan year return/report (less than 12 months)No
2011-06-01Plan is a collectively bargained planYes
2011-06-01Plan funding arrangement – InsuranceYes
2011-06-01Plan benefit arrangement – InsuranceYes
2010: PENSION PLAN AND TRUST FOR UNION EMPLOYEES 2010 form 5500 responses
2010-06-01Type of plan entitySingle employer plan
2010-06-01Submission has been amendedNo
2010-06-01This submission is the final filingNo
2010-06-01This return/report is a short plan year return/report (less than 12 months)No
2010-06-01Plan is a collectively bargained planYes
2010-06-01Plan funding arrangement – InsuranceYes
2010-06-01Plan benefit arrangement – InsuranceYes
2009: PENSION PLAN AND TRUST FOR UNION EMPLOYEES 2009 form 5500 responses
2009-06-01Type of plan entitySingle employer plan
2009-06-01Submission has been amendedNo
2009-06-01This submission is the final filingNo
2009-06-01This return/report is a short plan year return/report (less than 12 months)No
2009-06-01Plan is a collectively bargained planYes
2009-06-01Plan funding arrangement – InsuranceYes
2009-06-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number015236
Policy instance 1
Insurance contract or identification number015236
Number of Individuals Covered31
Insurance policy start date2021-06-01
Insurance policy end date2022-05-31
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?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?Yes
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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number015236
Policy instance 1
Insurance contract or identification number015236
Number of Individuals Covered31
Insurance policy start date2020-06-01
Insurance policy end date2021-05-31
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?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?Yes
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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number015236
Policy instance 1
Insurance contract or identification number015236
Number of Individuals Covered31
Insurance policy start date2019-06-01
Insurance policy end date2020-05-31
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?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?Yes
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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number015236
Policy instance 1
Insurance contract or identification number015236
Number of Individuals Covered34
Insurance policy start date2018-06-01
Insurance policy end date2019-05-31
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?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?Yes
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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number015236
Policy instance 1
Insurance contract or identification number015236
Number of Individuals Covered29
Insurance policy start date2017-06-01
Insurance policy end date2018-05-31
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?Yes
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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number015236
Policy instance 1
Insurance contract or identification number015236
Number of Individuals Covered24
Insurance policy start date2015-06-01
Insurance policy end date2016-05-31
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number015236
Policy instance 1
Insurance contract or identification number015236
Number of Individuals Covered22
Insurance policy start date2014-06-01
Insurance policy end date2015-05-31
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number015236
Policy instance 1
Insurance contract or identification number015236
Number of Individuals Covered20
Insurance policy start date2013-06-01
Insurance policy end date2014-05-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number015236
Policy instance 1
Insurance contract or identification number015236
Number of Individuals Covered22
Insurance policy start date2012-06-01
Insurance policy end date2013-05-31
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number015236
Policy instance 1
Insurance contract or identification number015236
Number of Individuals Covered22
Insurance policy start date2011-06-01
Insurance policy end date2012-05-31
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number015236
Policy instance 1
Insurance contract or identification number015236
Number of Individuals Covered24
Insurance policy start date2010-06-01
Insurance policy end date2011-05-31
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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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