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INTERSTATE GAS AND OIL CORPORATION PROFIT SHARING AND SAVINGS PLAN AND TRUST 401k Plan overview

Plan NameINTERSTATE GAS AND OIL CORPORATION PROFIT SHARING AND SAVINGS PLAN AND TRUST
Plan identification number 001

INTERSTATE GAS AND OIL CORPORATION PROFIT SHARING AND SAVINGS PLAN AND TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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.
  • Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.
  • U.S.-based plan that covers residents of Puerto Rico and is qualified under both Code section 401 and section 1165 of the Puerto Rico Code.

401k Sponsoring company profile

INTERSTATE GAS AND OIL CORPORATION has sponsored the creation of one or more 401k plans.

Company Name:INTERSTATE GAS AND OIL CORPORATION
Employer identification number (EIN):042141879
NAIC Classification:454310
NAIC Description:Fuel Dealers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan INTERSTATE GAS AND OIL CORPORATION PROFIT SHARING AND SAVINGS PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01MARY T ANDERSON2023-06-20 MARY T ANDERSON2023-06-20
0012021-01-01MARY T ANDERSON2022-07-29 MARY T ANDERSON2022-07-29
0012020-01-01MARY ANDERSON2021-06-08 MARY ANDERSON2021-06-08
0012019-01-01MARY ANDERSON2020-06-30 MARY ANDERSON2020-06-30
0012018-01-01MARY ANDERSON2019-09-27 MARY ANDERSON2019-09-27
0012017-01-01MARY ANDERSON MARY ANDERSON2018-06-26
0012017-01-01
0012016-01-01MARY T ANDERSON
0012016-01-01 MARY ANDERSON2019-09-27
0012015-01-01MARY T ANDERSON MARY T ANDERSON2016-08-30
0012015-01-01 MARY T ANDERSON2019-09-27
0012014-01-01MARY T ANDERSON MARY T ANDERSON2015-07-24
0012013-01-01MARY T ANDERSON MARY T ANDERSON2014-07-28
0012012-01-01MARY T ANDERSON MARY T ANDERSON2013-07-12
0012011-01-01MEG ANDERSON
0012009-01-01MARY ANDERSON

Plan Statistics for INTERSTATE GAS AND OIL CORPORATION PROFIT SHARING AND SAVINGS PLAN AND TRUST

401k plan membership statisitcs for INTERSTATE GAS AND OIL CORPORATION PROFIT SHARING AND SAVINGS PLAN AND TRUST

Measure Date Value
2017: INTERSTATE GAS AND OIL CORPORATION PROFIT SHARING AND SAVINGS PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-019
Total number of active participants reported on line 7a of the Form 55002017-01-016
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-012
Total of all active and inactive participants2017-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-018
Number of participants with account balances2017-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: INTERSTATE GAS AND OIL CORPORATION PROFIT SHARING AND SAVINGS PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-0110
Total number of active participants reported on line 7a of the Form 55002016-01-018
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-011
Total of all active and inactive participants2016-01-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-019
Number of participants with account balances2016-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: INTERSTATE GAS AND OIL CORPORATION PROFIT SHARING AND SAVINGS PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-0110
Total number of active participants reported on line 7a of the Form 55002015-01-018
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-011
Total of all active and inactive participants2015-01-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-019
Number of participants with account balances2015-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: INTERSTATE GAS AND OIL CORPORATION PROFIT SHARING AND SAVINGS PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-0111
Total number of active participants reported on line 7a of the Form 55002014-01-019
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-011
Total of all active and inactive participants2014-01-0110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0110
Number of participants with account balances2014-01-0110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: INTERSTATE GAS AND OIL CORPORATION PROFIT SHARING AND SAVINGS PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-0111
Total number of active participants reported on line 7a of the Form 55002013-01-0111
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-0111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0111
Number of participants with account balances2013-01-0111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: INTERSTATE GAS AND OIL CORPORATION PROFIT SHARING AND SAVINGS PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-0111
Total number of active participants reported on line 7a of the Form 55002012-01-0111
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-0111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0111
Number of participants with account balances2012-01-0111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: INTERSTATE GAS AND OIL CORPORATION PROFIT SHARING AND SAVINGS PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-0111
Total number of active participants reported on line 7a of the Form 55002011-01-0111
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-0111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0111
Number of participants with account balances2011-01-0111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: INTERSTATE GAS AND OIL CORPORATION PROFIT SHARING AND SAVINGS PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-018
Total number of active participants reported on line 7a of the Form 55002009-01-019
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-019
Number of participants with account balances2009-01-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on INTERSTATE GAS AND OIL CORPORATION PROFIT SHARING AND SAVINGS PLAN AND TRUST

Measure Date Value
2017 : INTERSTATE GAS AND OIL CORPORATION PROFIT SHARING AND SAVINGS PLAN AND TRUST 2017 401k financial data
Total income from all sources2017-12-31$98,260
Expenses. Total of all expenses incurred2017-12-31$11
Total plan assets at end of year2017-12-31$413,715
Total plan assets at beginning of year2017-12-31$315,466
Value of fidelity bond covering the plan2017-12-31$210,000
Total contributions received or receivable from participants2017-12-31$11,300
Other income received2017-12-31$56,960
Net income (gross income less expenses)2017-12-31$98,249
Net plan assets at end of year (total assets less liabilities)2017-12-31$413,715
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$315,466
Assets. Value of participant loans2017-12-31$23,637
Total contributions received or receivable from employer(s)2017-12-31$30,000
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$11
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : INTERSTATE GAS AND OIL CORPORATION PROFIT SHARING AND SAVINGS PLAN AND TRUST 2016 401k financial data
Total income from all sources2016-12-31$70,430
Expenses. Total of all expenses incurred2016-12-31$902
Benefits paid (including direct rollovers)2016-12-31$902
Total plan assets at end of year2016-12-31$315,466
Total plan assets at beginning of year2016-12-31$245,938
Value of fidelity bond covering the plan2016-12-31$210,000
Total contributions received or receivable from participants2016-12-31$11,491
Other income received2016-12-31$28,939
Net income (gross income less expenses)2016-12-31$69,528
Net plan assets at end of year (total assets less liabilities)2016-12-31$315,466
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$245,938
Total contributions received or receivable from employer(s)2016-12-31$30,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : INTERSTATE GAS AND OIL CORPORATION PROFIT SHARING AND SAVINGS PLAN AND TRUST 2015 401k financial data
Total income from all sources2015-12-31$-493,820
Expenses. Total of all expenses incurred2015-12-31$435,441
Benefits paid (including direct rollovers)2015-12-31$435,441
Total plan assets at end of year2015-12-31$245,938
Total plan assets at beginning of year2015-12-31$1,175,199
Value of fidelity bond covering the plan2015-12-31$210,000
Total contributions received or receivable from participants2015-12-31$11,219
Other income received2015-12-31$-535,039
Net income (gross income less expenses)2015-12-31$-929,261
Net plan assets at end of year (total assets less liabilities)2015-12-31$245,938
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$1,175,199
Total contributions received or receivable from employer(s)2015-12-31$30,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : INTERSTATE GAS AND OIL CORPORATION PROFIT SHARING AND SAVINGS PLAN AND TRUST 2014 401k financial data
Total income from all sources2014-12-31$44,166
Expenses. Total of all expenses incurred2014-12-31$198,103
Benefits paid (including direct rollovers)2014-12-31$198,103
Total plan assets at end of year2014-12-31$1,175,199
Total plan assets at beginning of year2014-12-31$1,329,136
Value of fidelity bond covering the plan2014-12-31$210,000
Total contributions received or receivable from participants2014-12-31$13,189
Other income received2014-12-31$25,277
Net income (gross income less expenses)2014-12-31$-153,937
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,175,199
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,329,136
Total contributions received or receivable from employer(s)2014-12-31$5,700
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : INTERSTATE GAS AND OIL CORPORATION PROFIT SHARING AND SAVINGS PLAN AND TRUST 2013 401k financial data
Total income from all sources2013-12-31$171,620
Expenses. Total of all expenses incurred2013-12-31$0
Total plan assets at end of year2013-12-31$1,329,136
Total plan assets at beginning of year2013-12-31$1,157,516
Value of fidelity bond covering the plan2013-12-31$210,000
Total contributions received or receivable from participants2013-12-31$27,284
Other income received2013-12-31$138,536
Net income (gross income less expenses)2013-12-31$171,620
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,329,136
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,157,516
Total contributions received or receivable from employer(s)2013-12-31$5,800
2012 : INTERSTATE GAS AND OIL CORPORATION PROFIT SHARING AND SAVINGS PLAN AND TRUST 2012 401k financial data
Total income from all sources2012-12-31$214,668
Expenses. Total of all expenses incurred2012-12-31$472,921
Benefits paid (including direct rollovers)2012-12-31$471,033
Total plan assets at end of year2012-12-31$1,157,516
Total plan assets at beginning of year2012-12-31$1,415,769
Value of fidelity bond covering the plan2012-12-31$210,000
Total contributions received or receivable from participants2012-12-31$26,008
Other income received2012-12-31$158,660
Net income (gross income less expenses)2012-12-31$-258,253
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,157,516
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,415,769
Total contributions received or receivable from employer(s)2012-12-31$30,000
Value of corrective distributions2012-12-31$1,888
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : INTERSTATE GAS AND OIL CORPORATION PROFIT SHARING AND SAVINGS PLAN AND TRUST 2011 401k financial data
Total income from all sources2011-12-31$457,751
Expenses. Total of all expenses incurred2011-12-31$134,757
Benefits paid (including direct rollovers)2011-12-31$134,757
Total plan assets at end of year2011-12-31$1,884,426
Total plan assets at beginning of year2011-12-31$1,561,432
Value of fidelity bond covering the plan2011-12-31$210,000
Total contributions received or receivable from participants2011-12-31$22,215
Other income received2011-12-31$-29,228
Net income (gross income less expenses)2011-12-31$322,994
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,884,426
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,561,432
Total contributions received or receivable from employer(s)2011-12-31$464,764
2010 : INTERSTATE GAS AND OIL CORPORATION PROFIT SHARING AND SAVINGS PLAN AND TRUST 2010 401k financial data
Total income from all sources2010-12-31$168,205
Expenses. Total of all expenses incurred2010-12-31$147,499
Benefits paid (including direct rollovers)2010-12-31$147,499
Total plan assets at end of year2010-12-31$1,561,432
Total plan assets at beginning of year2010-12-31$1,540,726
Value of fidelity bond covering the plan2010-12-31$210,000
Total contributions received or receivable from participants2010-12-31$27,060
Other income received2010-12-31$111,145
Net income (gross income less expenses)2010-12-31$20,706
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,561,432
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,540,726
Total contributions received or receivable from employer(s)2010-12-31$30,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0

Form 5500 Responses for INTERSTATE GAS AND OIL CORPORATION PROFIT SHARING AND SAVINGS PLAN AND TRUST

2017: INTERSTATE GAS AND OIL CORPORATION PROFIT SHARING AND SAVINGS PLAN AND TRUST 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: INTERSTATE GAS AND OIL CORPORATION PROFIT SHARING AND SAVINGS PLAN AND TRUST 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: INTERSTATE GAS AND OIL CORPORATION PROFIT SHARING AND SAVINGS PLAN AND TRUST 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: INTERSTATE GAS AND OIL CORPORATION PROFIT SHARING AND SAVINGS PLAN AND TRUST 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: INTERSTATE GAS AND OIL CORPORATION PROFIT SHARING AND SAVINGS PLAN AND TRUST 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: INTERSTATE GAS AND OIL CORPORATION PROFIT SHARING AND SAVINGS PLAN AND TRUST 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: INTERSTATE GAS AND OIL CORPORATION PROFIT SHARING AND SAVINGS PLAN AND TRUST 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: INTERSTATE GAS AND OIL CORPORATION PROFIT SHARING AND SAVINGS PLAN AND TRUST 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number105426
Policy instance 1
Insurance contract or identification number105426
Number of Individuals Covered8
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $149
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
Amount paid for insurance broker fees106
Additional information about fees paid to insurance brokerSERVICES TO INSURER OR PLAN
Insurance broker organization code?4
Insurance broker nameWELLS FARGO WEALTH BROKGE INS AGCY
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberGA 39503
Policy instance 1
Insurance contract or identification numberGA 39503
Number of Individuals Covered9
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $429
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
Amount paid for insurance broker fees429
Additional information about fees paid to insurance brokerSERVICES TO INSURER OR PLAN
Insurance broker organization code?4
Insurance broker nameWELLS FARGO WEALTH BROKGE INS AGCY
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberGA 39503
Policy instance 1
Insurance contract or identification numberGA 39503
Number of Individuals Covered10
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $438
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
Amount paid for insurance broker fees438
Additional information about fees paid to insurance brokerSERVICES TO INSURER OR PLAN
Insurance broker organization code?4
Insurance broker nameWELLS FARGO WEALTH BROKGE INS AGCY
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberGA 39503
Policy instance 1
Insurance contract or identification numberGA 39503
Number of Individuals Covered11
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $354
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
Amount paid for insurance broker fees354
Additional information about fees paid to insurance brokerSERVICES TO INSURER OR PLAN
Insurance broker organization code?4
Insurance broker nameWELLS FARGO WEALTH BROKGE INS AGCY
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberGA 39503
Policy instance 1
Insurance contract or identification numberGA 39503
Number of Individuals Covered11
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $294
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
Amount paid for insurance broker fees294
Additional information about fees paid to insurance brokerSERVICES TO INSURER OR PLAN
Insurance broker organization code?4
Insurance broker nameWELLS FARGO WEALTH BROKGE INS AGCY
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberGA 39503
Policy instance 1
Insurance contract or identification numberGA 39503
Number of Individuals Covered11
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $254
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 numberGA 39503
Policy instance 1
Insurance contract or identification numberGA 39503
Number of Individuals Covered10
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $391
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
Amount paid for insurance broker fees391
Additional information about fees paid to insurance brokerSERVICES TO INSURER OR PLAN
Insurance broker organization code?4
Insurance broker nameWS INSURANCE SERVICES, LLC.

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