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PANAMA CITY EMPLOYERS-ALA LOCAL NUMBER 1482 MONEY PURCHASE PENSION PLAN 401k Plan overview

Plan NamePANAMA CITY EMPLOYERS-ALA LOCAL NUMBER 1482 MONEY PURCHASE PENSION PLAN
Plan identification number 002

PANAMA CITY EMPLOYERS-ALA LOCAL NUMBER 1482 MONEY PURCHASE PENSION PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)

401k Sponsoring company profile

PANAMA CITY EMPLOYERS-ALA LOCAL NUMBER 1482 MONEY PURCHASE PENSION PLA has sponsored the creation of one or more 401k plans.

Company Name:PANAMA CITY EMPLOYERS-ALA LOCAL NUMBER 1482 MONEY PURCHASE PENSION PLA
Employer identification number (EIN):800218617
NAIC Classification:488300
NAIC Description: Support Activities for Water Transportation

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PANAMA CITY EMPLOYERS-ALA LOCAL NUMBER 1482 MONEY PURCHASE PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022021-10-01ROBERT P. DOWNEY, III
0022020-10-01ROBERT P. DOWNEY, III2022-07-15
0022019-10-01ROBERT P. DOWNEY, III2021-07-15
0022018-10-01ROBERT P. DOWNEY, III2020-07-15
0022017-10-01
0022016-10-01ROBERT P. DOWNEY, III
0022015-10-01ROBERT P. DOWNEY, III
0022014-10-01
0022013-10-01
0022012-10-01ROBERT P DOWNEY III
0022011-10-01ROBERT P DOWNEY III
0022009-10-01ROBERT P DOWNEY III
0022009-10-01ROBERT P DOWNEY III
0022008-10-01

Plan Statistics for PANAMA CITY EMPLOYERS-ALA LOCAL NUMBER 1482 MONEY PURCHASE PENSION PLAN

401k plan membership statisitcs for PANAMA CITY EMPLOYERS-ALA LOCAL NUMBER 1482 MONEY PURCHASE PENSION PLAN

Measure Date Value
2021: PANAMA CITY EMPLOYERS-ALA LOCAL NUMBER 1482 MONEY PURCHASE PENSION PLAN 2021 401k membership
Total participants, beginning-of-year2021-10-0138
Total number of active participants reported on line 7a of the Form 55002021-10-0138
Total of all active and inactive participants2021-10-0138
Total participants2021-10-0138
Number of participants with account balances2021-10-0138
2020: PANAMA CITY EMPLOYERS-ALA LOCAL NUMBER 1482 MONEY PURCHASE PENSION PLAN 2020 401k membership
Total participants, beginning-of-year2020-10-0137
Total number of active participants reported on line 7a of the Form 55002020-10-0138
Total of all active and inactive participants2020-10-0138
Total participants2020-10-0138
Number of participants with account balances2020-10-0138
2019: PANAMA CITY EMPLOYERS-ALA LOCAL NUMBER 1482 MONEY PURCHASE PENSION PLAN 2019 401k membership
Total participants, beginning-of-year2019-10-0140
Total number of active participants reported on line 7a of the Form 55002019-10-0137
Total of all active and inactive participants2019-10-0137
Total participants2019-10-0137
Number of participants with account balances2019-10-0137
2018: PANAMA CITY EMPLOYERS-ALA LOCAL NUMBER 1482 MONEY PURCHASE PENSION PLAN 2018 401k membership
Total participants, beginning-of-year2018-10-0141
Total number of active participants reported on line 7a of the Form 55002018-10-0140
Total of all active and inactive participants2018-10-0140
Total participants2018-10-0140
2017: PANAMA CITY EMPLOYERS-ALA LOCAL NUMBER 1482 MONEY PURCHASE PENSION PLAN 2017 401k membership
Total participants, beginning-of-year2017-10-0138
Total number of active participants reported on line 7a of the Form 55002017-10-0141
Total of all active and inactive participants2017-10-0141
Total participants2017-10-0141
2016: PANAMA CITY EMPLOYERS-ALA LOCAL NUMBER 1482 MONEY PURCHASE PENSION PLAN 2016 401k membership
Total participants, beginning-of-year2016-10-0139
Total number of active participants reported on line 7a of the Form 55002016-10-0138
Number of retired or separated participants receiving benefits2016-10-010
Number of other retired or separated participants entitled to future benefits2016-10-010
Total of all active and inactive participants2016-10-0138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-10-010
Total participants2016-10-0138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-10-010
2015: PANAMA CITY EMPLOYERS-ALA LOCAL NUMBER 1482 MONEY PURCHASE PENSION PLAN 2015 401k membership
Total participants, beginning-of-year2015-10-0135
Total number of active participants reported on line 7a of the Form 55002015-10-0139
Number of retired or separated participants receiving benefits2015-10-010
Number of other retired or separated participants entitled to future benefits2015-10-010
Total of all active and inactive participants2015-10-0139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-10-010
Total participants2015-10-0139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-10-010
2014: PANAMA CITY EMPLOYERS-ALA LOCAL NUMBER 1482 MONEY PURCHASE PENSION PLAN 2014 401k membership
Total participants, beginning-of-year2014-10-0134
Total number of active participants reported on line 7a of the Form 55002014-10-0135
Total of all active and inactive participants2014-10-0135
Total participants2014-10-0135
2013: PANAMA CITY EMPLOYERS-ALA LOCAL NUMBER 1482 MONEY PURCHASE PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-10-0129
Total number of active participants reported on line 7a of the Form 55002013-10-0134
Total of all active and inactive participants2013-10-0134
Total participants2013-10-0134
2012: PANAMA CITY EMPLOYERS-ALA LOCAL NUMBER 1482 MONEY PURCHASE PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-10-0134
Total number of active participants reported on line 7a of the Form 55002012-10-0129
Total of all active and inactive participants2012-10-0129
Total participants2012-10-0129
2011: PANAMA CITY EMPLOYERS-ALA LOCAL NUMBER 1482 MONEY PURCHASE PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-10-0138
Total number of active participants reported on line 7a of the Form 55002011-10-0134
Total of all active and inactive participants2011-10-0134
Total participants2011-10-0134
2009: PANAMA CITY EMPLOYERS-ALA LOCAL NUMBER 1482 MONEY PURCHASE PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-10-0133
Total number of active participants reported on line 7a of the Form 55002009-10-0140
Total of all active and inactive participants2009-10-0140
Total participants2009-10-0140

Financial Data on PANAMA CITY EMPLOYERS-ALA LOCAL NUMBER 1482 MONEY PURCHASE PENSION PLAN

Measure Date Value
2022 : PANAMA CITY EMPLOYERS-ALA LOCAL NUMBER 1482 MONEY PURCHASE PENSION PLAN 2022 401k financial data
Total income from all sources2022-09-30$64,486
Expenses. Total of all expenses incurred2022-09-30$50,257
Benefits paid (including direct rollovers)2022-09-30$0
Total plan assets at end of year2022-09-30$3,318,383
Total plan assets at beginning of year2022-09-30$3,304,154
Value of fidelity bond covering the plan2022-09-30$255,000
Expenses. Other expenses not covered elsewhere2022-09-30$35,147
Net income (gross income less expenses)2022-09-30$14,229
Net plan assets at end of year (total assets less liabilities)2022-09-30$3,318,383
Net plan assets at beginning of year (total assets less liabilities)2022-09-30$3,304,154
Total contributions received or receivable from employer(s)2022-09-30$64,486
Expenses. Administrative service providers (salaries,fees and commissions)2022-09-30$15,110
2021 : PANAMA CITY EMPLOYERS-ALA LOCAL NUMBER 1482 MONEY PURCHASE PENSION PLAN 2021 401k financial data
Total income from all sources2021-09-30$630,117
Expenses. Total of all expenses incurred2021-09-30$295,244
Benefits paid (including direct rollovers)2021-09-30$276,905
Total plan assets at end of year2021-09-30$3,304,154
Total plan assets at beginning of year2021-09-30$2,969,281
Value of fidelity bond covering the plan2021-09-30$255,000
Expenses. Other expenses not covered elsewhere2021-09-30$349
Other income received2021-09-30$423,626
Net income (gross income less expenses)2021-09-30$334,873
Net plan assets at end of year (total assets less liabilities)2021-09-30$3,304,154
Net plan assets at beginning of year (total assets less liabilities)2021-09-30$2,969,281
Total contributions received or receivable from employer(s)2021-09-30$206,491
Expenses. Administrative service providers (salaries,fees and commissions)2021-09-30$17,990
2020 : PANAMA CITY EMPLOYERS-ALA LOCAL NUMBER 1482 MONEY PURCHASE PENSION PLAN 2020 401k financial data
Total income from all sources2020-09-30$282,090
Expenses. Total of all expenses incurred2020-09-30$708,809
Benefits paid (including direct rollovers)2020-09-30$696,559
Total plan assets at end of year2020-09-30$2,969,281
Total plan assets at beginning of year2020-09-30$3,396,000
Value of fidelity bond covering the plan2020-09-30$255,000
Expenses. Other expenses not covered elsewhere2020-09-30$400
Other income received2020-09-30$158,344
Net income (gross income less expenses)2020-09-30$-426,719
Net plan assets at end of year (total assets less liabilities)2020-09-30$2,969,281
Net plan assets at beginning of year (total assets less liabilities)2020-09-30$3,396,000
Total contributions received or receivable from employer(s)2020-09-30$123,746
Expenses. Administrative service providers (salaries,fees and commissions)2020-09-30$11,850
2019 : PANAMA CITY EMPLOYERS-ALA LOCAL NUMBER 1482 MONEY PURCHASE PENSION PLAN 2019 401k financial data
Total income from all sources2019-09-30$344,800
Expenses. Total of all expenses incurred2019-09-30$95,546
Benefits paid (including direct rollovers)2019-09-30$84,396
Total plan assets at end of year2019-09-30$3,396,000
Total plan assets at beginning of year2019-09-30$3,146,746
Value of fidelity bond covering the plan2019-09-30$255,000
Expenses. Other expenses not covered elsewhere2019-09-30$465
Other income received2019-09-30$131,217
Net income (gross income less expenses)2019-09-30$249,254
Net plan assets at end of year (total assets less liabilities)2019-09-30$3,396,000
Net plan assets at beginning of year (total assets less liabilities)2019-09-30$3,146,746
Total contributions received or receivable from employer(s)2019-09-30$213,583
Expenses. Administrative service providers (salaries,fees and commissions)2019-09-30$10,685
2017 : PANAMA CITY EMPLOYERS-ALA LOCAL NUMBER 1482 MONEY PURCHASE PENSION PLAN 2017 401k financial data
Total plan liabilities at end of year2017-09-30$1,905
Total income from all sources2017-09-30$430,857
Expenses. Total of all expenses incurred2017-09-30$29,870
Benefits paid (including direct rollovers)2017-09-30$17,185
Total plan assets at end of year2017-09-30$3,074,244
Total plan assets at beginning of year2017-09-30$2,671,352
Value of fidelity bond covering the plan2017-09-30$255,000
Expenses. Other expenses not covered elsewhere2017-09-30$110
Other income received2017-09-30$229,602
Net income (gross income less expenses)2017-09-30$400,987
Net plan assets at end of year (total assets less liabilities)2017-09-30$3,072,339
Net plan assets at beginning of year (total assets less liabilities)2017-09-30$2,671,352
Total contributions received or receivable from employer(s)2017-09-30$201,255
Expenses. Administrative service providers (salaries,fees and commissions)2017-09-30$12,575
2016 : PANAMA CITY EMPLOYERS-ALA LOCAL NUMBER 1482 MONEY PURCHASE PENSION PLAN 2016 401k financial data
Total plan liabilities at beginning of year2016-09-30$5,895
Total income from all sources2016-09-30$450,905
Expenses. Total of all expenses incurred2016-09-30$68,017
Benefits paid (including direct rollovers)2016-09-30$55,977
Total plan assets at end of year2016-09-30$2,671,352
Total plan assets at beginning of year2016-09-30$2,294,359
Value of fidelity bond covering the plan2016-09-30$240,000
Expenses. Other expenses not covered elsewhere2016-09-30$532
Other income received2016-09-30$163,729
Net income (gross income less expenses)2016-09-30$382,888
Net plan assets at end of year (total assets less liabilities)2016-09-30$2,671,352
Net plan assets at beginning of year (total assets less liabilities)2016-09-30$2,288,464
Total contributions received or receivable from employer(s)2016-09-30$287,176
Expenses. Administrative service providers (salaries,fees and commissions)2016-09-30$11,508
2015 : PANAMA CITY EMPLOYERS-ALA LOCAL NUMBER 1482 MONEY PURCHASE PENSION PLAN 2015 401k financial data
Total plan liabilities at end of year2015-09-30$5,895
Total plan liabilities at beginning of year2015-09-30$5,320
Total income from all sources2015-09-30$309,432
Expenses. Total of all expenses incurred2015-09-30$141,099
Benefits paid (including direct rollovers)2015-09-30$117,679
Total plan assets at end of year2015-09-30$2,294,359
Total plan assets at beginning of year2015-09-30$2,125,451
Value of fidelity bond covering the plan2015-09-30$500,000
Other income received2015-09-30$-9,062
Net income (gross income less expenses)2015-09-30$168,333
Net plan assets at end of year (total assets less liabilities)2015-09-30$2,288,464
Net plan assets at beginning of year (total assets less liabilities)2015-09-30$2,120,131
Total contributions received or receivable from employer(s)2015-09-30$318,494
Expenses. Administrative service providers (salaries,fees and commissions)2015-09-30$23,420
2014 : PANAMA CITY EMPLOYERS-ALA LOCAL NUMBER 1482 MONEY PURCHASE PENSION PLAN 2014 401k financial data
Total plan liabilities at end of year2014-09-30$5,320
Total plan liabilities at beginning of year2014-09-30$1,500
Total income from all sources2014-09-30$392,588
Expenses. Total of all expenses incurred2014-09-30$24,553
Benefits paid (including direct rollovers)2014-09-30$9,099
Total plan assets at end of year2014-09-30$2,125,451
Total plan assets at beginning of year2014-09-30$1,753,596
Value of fidelity bond covering the plan2014-09-30$500,000
Other income received2014-09-30$133,903
Net income (gross income less expenses)2014-09-30$368,035
Net plan assets at end of year (total assets less liabilities)2014-09-30$2,120,131
Net plan assets at beginning of year (total assets less liabilities)2014-09-30$1,752,096
Total contributions received or receivable from employer(s)2014-09-30$258,685
Expenses. Administrative service providers (salaries,fees and commissions)2014-09-30$15,454
2013 : PANAMA CITY EMPLOYERS-ALA LOCAL NUMBER 1482 MONEY PURCHASE PENSION PLAN 2013 401k financial data
Total plan liabilities at end of year2013-09-30$1,500
Total plan liabilities at beginning of year2013-09-30$1,490
Total income from all sources2013-09-30$292,015
Expenses. Total of all expenses incurred2013-09-30$51,203
Benefits paid (including direct rollovers)2013-09-30$35,570
Total plan assets at end of year2013-09-30$1,753,596
Total plan assets at beginning of year2013-09-30$1,512,774
Value of fidelity bond covering the plan2013-09-30$500,000
Other income received2013-09-30$92,751
Net income (gross income less expenses)2013-09-30$240,812
Net plan assets at end of year (total assets less liabilities)2013-09-30$1,752,096
Net plan assets at beginning of year (total assets less liabilities)2013-09-30$1,511,284
Total contributions received or receivable from employer(s)2013-09-30$199,264
Expenses. Administrative service providers (salaries,fees and commissions)2013-09-30$15,633
2012 : PANAMA CITY EMPLOYERS-ALA LOCAL NUMBER 1482 MONEY PURCHASE PENSION PLAN 2012 401k financial data
Total plan liabilities at end of year2012-09-30$1,490
Total income from all sources2012-09-30$319,918
Expenses. Total of all expenses incurred2012-09-30$162,477
Benefits paid (including direct rollovers)2012-09-30$131,699
Total plan assets at end of year2012-09-30$1,512,774
Total plan assets at beginning of year2012-09-30$1,353,844
Value of fidelity bond covering the plan2012-09-30$500,000
Other income received2012-09-30$174,759
Net income (gross income less expenses)2012-09-30$157,441
Net plan assets at end of year (total assets less liabilities)2012-09-30$1,511,284
Net plan assets at beginning of year (total assets less liabilities)2012-09-30$1,353,844
Total contributions received or receivable from employer(s)2012-09-30$145,159
Expenses. Administrative service providers (salaries,fees and commissions)2012-09-30$30,778
2011 : PANAMA CITY EMPLOYERS-ALA LOCAL NUMBER 1482 MONEY PURCHASE PENSION PLAN 2011 401k financial data
Total plan liabilities at beginning of year2011-09-30$255
Total income from all sources2011-09-30$148,734
Expenses. Total of all expenses incurred2011-09-30$80,687
Benefits paid (including direct rollovers)2011-09-30$56,767
Total plan assets at end of year2011-09-30$1,353,844
Total plan assets at beginning of year2011-09-30$1,286,052
Value of fidelity bond covering the plan2011-09-30$500,000
Contributions received from other sources (not participants or employers)2011-09-30$16,603
Other income received2011-09-30$5,004
Net income (gross income less expenses)2011-09-30$68,047
Net plan assets at end of year (total assets less liabilities)2011-09-30$1,353,844
Net plan assets at beginning of year (total assets less liabilities)2011-09-30$1,285,797
Total contributions received or receivable from employer(s)2011-09-30$127,127
Expenses. Administrative service providers (salaries,fees and commissions)2011-09-30$23,920

Form 5500 Responses for PANAMA CITY EMPLOYERS-ALA LOCAL NUMBER 1482 MONEY PURCHASE PENSION PLAN

2021: PANAMA CITY EMPLOYERS-ALA LOCAL NUMBER 1482 MONEY PURCHASE PENSION PLAN 2021 form 5500 responses
2021-10-01Type of plan entitySingle employer plan
2021-10-01Plan is a collectively bargained planYes
2021-10-01Plan funding arrangement – InsuranceYes
2021-10-01Plan funding arrangement – TrustYes
2021-10-01Plan benefit arrangement – InsuranceYes
2021-10-01Plan benefit arrangement - TrustYes
2020: PANAMA CITY EMPLOYERS-ALA LOCAL NUMBER 1482 MONEY PURCHASE PENSION PLAN 2020 form 5500 responses
2020-10-01Type of plan entitySingle employer plan
2020-10-01Plan is a collectively bargained planYes
2020-10-01Plan funding arrangement – InsuranceYes
2020-10-01Plan funding arrangement – TrustYes
2020-10-01Plan benefit arrangement – InsuranceYes
2020-10-01Plan benefit arrangement - TrustYes
2019: PANAMA CITY EMPLOYERS-ALA LOCAL NUMBER 1482 MONEY PURCHASE PENSION PLAN 2019 form 5500 responses
2019-10-01Type of plan entitySingle employer plan
2019-10-01Plan is a collectively bargained planYes
2019-10-01Plan funding arrangement – InsuranceYes
2019-10-01Plan funding arrangement – TrustYes
2019-10-01Plan benefit arrangement – InsuranceYes
2019-10-01Plan benefit arrangement - TrustYes
2018: PANAMA CITY EMPLOYERS-ALA LOCAL NUMBER 1482 MONEY PURCHASE PENSION PLAN 2018 form 5500 responses
2018-10-01Type of plan entitySingle employer plan
2018-10-01Plan is a collectively bargained planYes
2018-10-01Plan funding arrangement – InsuranceYes
2018-10-01Plan funding arrangement – TrustYes
2018-10-01Plan benefit arrangement – InsuranceYes
2018-10-01Plan benefit arrangement - TrustYes
2017: PANAMA CITY EMPLOYERS-ALA LOCAL NUMBER 1482 MONEY PURCHASE PENSION PLAN 2017 form 5500 responses
2017-10-01Type of plan entitySingle employer plan
2017-10-01Submission has been amendedNo
2017-10-01This submission is the final filingNo
2017-10-01This return/report is a short plan year return/report (less than 12 months)No
2017-10-01Plan is a collectively bargained planYes
2017-10-01Plan funding arrangement – InsuranceYes
2017-10-01Plan funding arrangement – TrustYes
2017-10-01Plan benefit arrangement – InsuranceYes
2017-10-01Plan benefit arrangement - TrustYes
2016: PANAMA CITY EMPLOYERS-ALA LOCAL NUMBER 1482 MONEY PURCHASE PENSION PLAN 2016 form 5500 responses
2016-10-01Type of plan entitySingle employer plan
2016-10-01Plan is a collectively bargained planYes
2016-10-01Plan funding arrangement – InsuranceYes
2016-10-01Plan funding arrangement – TrustYes
2016-10-01Plan benefit arrangement – InsuranceYes
2016-10-01Plan benefit arrangement - TrustYes
2015: PANAMA CITY EMPLOYERS-ALA LOCAL NUMBER 1482 MONEY PURCHASE PENSION PLAN 2015 form 5500 responses
2015-10-01Type of plan entitySingle employer plan
2015-10-01Plan is a collectively bargained planYes
2015-10-01Plan funding arrangement – TrustYes
2015-10-01Plan benefit arrangement - TrustYes
2014: PANAMA CITY EMPLOYERS-ALA LOCAL NUMBER 1482 MONEY PURCHASE PENSION PLAN 2014 form 5500 responses
2014-10-01Type of plan entitySingle employer plan
2014-10-01Plan is a collectively bargained planYes
2014-10-01Plan funding arrangement – TrustYes
2014-10-01Plan benefit arrangement - TrustYes
2013: PANAMA CITY EMPLOYERS-ALA LOCAL NUMBER 1482 MONEY PURCHASE PENSION PLAN 2013 form 5500 responses
2013-10-01Type of plan entitySingle employer plan
2013-10-01Plan is a collectively bargained planYes
2013-10-01Plan funding arrangement – TrustYes
2013-10-01Plan benefit arrangement - TrustYes
2012: PANAMA CITY EMPLOYERS-ALA LOCAL NUMBER 1482 MONEY PURCHASE PENSION PLAN 2012 form 5500 responses
2012-10-01Type of plan entitySingle employer plan
2012-10-01Plan is a collectively bargained planYes
2012-10-01Plan funding arrangement – TrustYes
2012-10-01Plan benefit arrangement - TrustYes
2011: PANAMA CITY EMPLOYERS-ALA LOCAL NUMBER 1482 MONEY PURCHASE PENSION PLAN 2011 form 5500 responses
2011-10-01Type of plan entitySingle employer plan
2011-10-01Plan is a collectively bargained planYes
2011-10-01Plan funding arrangement – TrustYes
2011-10-01Plan benefit arrangement - TrustYes
2009: PANAMA CITY EMPLOYERS-ALA LOCAL NUMBER 1482 MONEY PURCHASE PENSION PLAN 2009 form 5500 responses
2009-10-01Type of plan entitySingle employer plan
2009-10-01Submission has been amendedYes
2009-10-01This submission is the final filingNo
2009-10-01Plan is a collectively bargained planYes
2009-10-01Plan funding arrangement – TrustYes
2009-10-01Plan benefit arrangement - TrustYes
2008: PANAMA CITY EMPLOYERS-ALA LOCAL NUMBER 1482 MONEY PURCHASE PENSION PLAN 2008 form 5500 responses
2008-10-01Type of plan entitySingle employer plan
2008-10-01Submission has been amendedNo
2008-10-01This submission is the final filingNo
2008-10-01This return/report is a short plan year return/report (less than 12 months)No
2008-10-01Plan is a collectively bargained planNo

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number873901
Policy instance 1
Insurance contract or identification number873901
Insurance policy start date2021-10-01
Insurance policy end date2022-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number873901
Policy instance 1
Insurance contract or identification number873901
Number of Individuals Covered38
Insurance policy start date2020-10-01
Insurance policy end date2021-09-30
Total amount of commissions paid to insurance brokerUSD $12,396
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $12,396
Insurance broker organization code?3
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number873901
Policy instance 1
Insurance contract or identification number873901
Number of Individuals Covered37
Insurance policy start date2019-10-01
Insurance policy end date2020-09-30
Total amount of commissions paid to insurance brokerUSD $11,771
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $11,771
Insurance broker organization code?3
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number873901
Policy instance 1
Insurance contract or identification number873901
Number of Individuals Covered40
Insurance policy start date2018-10-01
Insurance policy end date2019-09-30
Total amount of commissions paid to insurance brokerUSD $12,178
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $12,178
Insurance broker organization code?3
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number873901
Policy instance 1
Insurance contract or identification number873901
Number of Individuals Covered37
Insurance policy start date2017-10-01
Insurance policy end date2018-09-30
Total amount of commissions paid to insurance brokerUSD $12,121
Total amount of fees paid to insurance companyUSD $233
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

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