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| Plan Name | WELLTHBUILDER POOLED EMPLOYER PLAN |
| Plan identification number | 101 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
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| Company Name: | SECURIAN LIFE INSURANCE COMPANY |
| Employer identification number (EIN): | 411412669 |
| NAIC Classification: | 524140 |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 101 | 2022-01-01 | ||||
| 101 | 2022-01-01 | THEODORE SCHMELZLE |
| Measure | Date | Value |
|---|---|---|
| 2022 : WELLTHBUILDER POOLED EMPLOYER PLAN 2022 401k financial data | ||
| Transfers to/from the plan | 2022-12-31 | $16,918,618 |
| Total income from all sources | 2022-12-31 | $286,084 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $7,337 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $4,954 |
| Total plan assets at end of year | 2022-12-31 | $17,197,365 |
| Total plan assets at beginning of year | 2022-12-31 | $0 |
| Total contributions received or receivable from participants | 2022-12-31 | $210,544 |
| Contributions received from other sources (not participants or employers) | 2022-12-31 | $65,680 |
| Other income received | 2022-12-31 | $-85,369 |
| Net income (gross income less expenses) | 2022-12-31 | $278,747 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $17,197,365 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $0 |
| Assets. Value of participant loans | 2022-12-31 | $113,038 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $95,229 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $2,383 |
| 2022: WELLTHBUILDER POOLED EMPLOYER PLAN 2022 form 5500 responses | ||
|---|---|---|
| 2022-01-01 | Type of plan entity | Mulitple employer plan |
| 2022-01-01 | First time form 5500 has been submitted | Yes |
| 2022-01-01 | Submission has been amended | Yes |
| 2022-01-01 | This submission is the final filing | No |
| 2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2022-01-01 | Plan is a collectively bargained plan | No |
| 2022-01-01 | Plan funding arrangement – Insurance | Yes |
| 2022-01-01 | Plan funding arrangement – Trust | Yes |
| 2022-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2022-01-01 | Plan benefit arrangement - Trust | Yes |
| MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 ) | |||||||||||||||||||||||||||||||||||||||||||||
| Policy contract number | 411412669101 | ||||||||||||||||||||||||||||||||||||||||||||
| Policy instance | 1 | ||||||||||||||||||||||||||||||||||||||||||||
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