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OFFICERS AND EMPLOYEES OF LOCAL 478 AND FUNDS EMPLOYEES PENSION PLAN 401k Plan overview

Plan NameOFFICERS AND EMPLOYEES OF LOCAL 478 AND FUNDS EMPLOYEES PENSION PLAN
Plan identification number 001

OFFICERS AND EMPLOYEES OF LOCAL 478 AND FUNDS EMPLOYEES PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).

401k Sponsoring company profile

TRUSTEES, OFFICERS AND EMPLOYEES OF LOCAL 478 AND FUNDS EMPLOYEES PENS has sponsored the creation of one or more 401k plans.

Company Name:TRUSTEES, OFFICERS AND EMPLOYEES OF LOCAL 478 AND FUNDS EMPLOYEES PENS
Employer identification number (EIN):066140282
NAIC Classification:525100
NAIC Description: Insurance and Employee Benefit Funds

Form 5500 Filing Information

Submission information for form 5500 for 401k plan OFFICERS AND EMPLOYEES OF LOCAL 478 AND FUNDS EMPLOYEES PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01GARRY GYENIZS2023-08-21 DAVID BRENNAN2023-09-07
0012021-01-01GARRY W. GYENIZS2022-08-23 CRAIG TIMPSON2022-08-23
0012020-01-01GARRY GYENIZS2021-08-24 CRAIG TIMPSON2021-08-24
0012019-01-01CRAIG METZ2020-08-24 CRAIG TIMPSON2020-08-30
0012018-01-01CRAIG METZ2019-08-19 CRAIG TIMPSON2019-08-19
0012017-01-01
0012016-01-01
0012015-01-01CAROL WESTFALL
0012014-01-01CAROL WESTFALL
0012013-01-01CAROL WESTFALL
0012012-01-01CAROL WESTFALL
0012011-01-01CAROL WESTFALL
0012009-01-01VINCENT F. PANETTIERI

Plan Statistics for OFFICERS AND EMPLOYEES OF LOCAL 478 AND FUNDS EMPLOYEES PENSION PLAN

401k plan membership statisitcs for OFFICERS AND EMPLOYEES OF LOCAL 478 AND FUNDS EMPLOYEES PENSION PLAN

Measure Date Value
2022: OFFICERS AND EMPLOYEES OF LOCAL 478 AND FUNDS EMPLOYEES PENSION PLAN 2022 401k membership
Market value of plan assets2022-12-3134,237,084
Acturial value of plan assets2022-12-3131,850,446
Funding target for retired participants and beneficiaries receiving payment2022-12-3118,509,803
Number of terminated vested participants2022-12-315
Fundng target for terminated vested participants2022-12-31461,200
Active participant vested funding target2022-12-3110,591,240
Number of active participants2022-12-3137
Total funding liabilities for active participants2022-12-3111,001,638
Total participant count2022-12-3190
Total funding target for all participants2022-12-3129,972,641
Balance at beginning of prior year after applicable adjustments2022-12-310
Prefunding balance at beginning of prior year after applicable adjustments2022-12-311,282,154
Amount remaining of carryover balance2022-12-310
Amount remaining of prefunding balance2022-12-311,282,154
Present value of excess contributions2022-12-31567,430
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-31599,376
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-12-31408,072
Reductions in caryover balances due to elections or deemed elections2022-12-310
Reductions in prefunding balances due to elections or deemed elections2022-12-310
Balance of carryovers at beginning of current year2022-12-310
Balance of prefunding at beginning of current year2022-12-311,877,805
Total employer contributions2022-12-312,122,927
Total employee contributions2022-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2022-12-310
Contributions made to avoid restrictions adjusted to valuation date2022-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-12-311,996,357
Unpaid minimum required contributions for all prior years2022-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-12-310
Remaining amount of unpaid minimum required contributions2022-12-310
Minimum required contributions for current year target normal cost2022-12-311,157,076
Net shortfall amortization installment of oustanding balance2022-12-310
Total funding amount beforereflecting carryover/prefunding balances2022-12-311,157,076
Additional cash requirement2022-12-311,157,076
Contributions allocatedtoward minimum required contributions for current year2022-12-311,996,357
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
Total participants, beginning-of-year2022-01-0190
Total number of active participants reported on line 7a of the Form 55002022-01-0140
Number of retired or separated participants receiving benefits2022-01-0147
Number of other retired or separated participants entitled to future benefits2022-01-014
Total of all active and inactive participants2022-01-0191
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-014
Total participants2022-01-0195
2021: OFFICERS AND EMPLOYEES OF LOCAL 478 AND FUNDS EMPLOYEES PENSION PLAN 2021 401k membership
Market value of plan assets2021-12-3129,689,688
Acturial value of plan assets2021-12-3127,405,303
Funding target for retired participants and beneficiaries receiving payment2021-12-3117,505,377
Number of terminated vested participants2021-12-315
Fundng target for terminated vested participants2021-12-31416,029
Active participant vested funding target2021-12-3110,255,925
Number of active participants2021-12-3139
Total funding liabilities for active participants2021-12-3110,684,798
Total participant count2021-12-3191
Total funding target for all participants2021-12-3128,606,204
Balance at beginning of prior year after applicable adjustments2021-12-310
Prefunding balance at beginning of prior year after applicable adjustments2021-12-31822,821
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-310
Prefunding balanced used to offset prior years funding requirement2021-12-310
Amount remaining of carryover balance2021-12-310
Amount remaining of prefunding balance2021-12-31822,821
Present value of excess contributions2021-12-31325,321
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-31342,986
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-31342,986
Reductions in caryover balances due to elections or deemed elections2021-12-310
Reductions in prefunding balances due to elections or deemed elections2021-12-310
Balance of carryovers at beginning of current year2021-12-310
Balance of prefunding at beginning of current year2021-12-311,282,154
Total employer contributions2021-12-312,125,296
Total employee contributions2021-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-310
Contributions made to avoid restrictions adjusted to valuation date2021-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-312,059,904
Unpaid minimum required contributions for all prior years2021-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-311,260,949
Net shortfall amortization installment of oustanding balance2021-12-312,483,055
Total funding amount beforereflecting carryover/prefunding balances2021-12-311,492,474
Additional cash requirement2021-12-311,492,474
Contributions allocatedtoward minimum required contributions for current year2021-12-312,059,904
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
Total participants, beginning-of-year2021-01-0191
Total number of active participants reported on line 7a of the Form 55002021-01-0137
Number of retired or separated participants receiving benefits2021-01-0144
Number of other retired or separated participants entitled to future benefits2021-01-015
Total of all active and inactive participants2021-01-0186
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-014
Total participants2021-01-0190
2020: OFFICERS AND EMPLOYEES OF LOCAL 478 AND FUNDS EMPLOYEES PENSION PLAN 2020 401k membership
Market value of plan assets2020-12-3125,723,386
Acturial value of plan assets2020-12-3124,847,992
Funding target for retired participants and beneficiaries receiving payment2020-12-3116,679,604
Number of terminated vested participants2020-12-315
Fundng target for terminated vested participants2020-12-31398,805
Active participant vested funding target2020-12-319,756,516
Number of active participants2020-12-3138
Total funding liabilities for active participants2020-12-3110,231,331
Total participant count2020-12-3191
Total funding target for all participants2020-12-3127,309,740
Balance at beginning of prior year after applicable adjustments2020-12-310
Prefunding balance at beginning of prior year after applicable adjustments2020-12-31464,360
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-310
Prefunding balanced used to offset prior years funding requirement2020-12-310
Amount remaining of carryover balance2020-12-310
Amount remaining of prefunding balance2020-12-31464,360
Present value of excess contributions2020-12-31258,325
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-31272,740
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-31272,740
Reductions in caryover balances due to elections or deemed elections2020-12-310
Reductions in prefunding balances due to elections or deemed elections2020-12-310
Balance of carryovers at beginning of current year2020-12-310
Balance of prefunding at beginning of current year2020-12-31822,821
Total employer contributions2020-12-312,111,566
Total employee contributions2020-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-310
Contributions made to avoid restrictions adjusted to valuation date2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-312,048,770
Unpaid minimum required contributions for all prior years2020-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-311,081,070
Net shortfall amortization installment of oustanding balance2020-12-313,284,568
Total funding amount beforereflecting carryover/prefunding balances2020-12-311,723,449
Carryover balance elected to use to offset funding requirement2020-12-310
Prefunding balance elected to use to offset funding requirement2020-12-310
Additional cash requirement2020-12-311,723,449
Contributions allocatedtoward minimum required contributions for current year2020-12-312,048,770
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
Total participants, beginning-of-year2020-01-0191
Total number of active participants reported on line 7a of the Form 55002020-01-0139
Number of retired or separated participants receiving benefits2020-01-0143
Number of other retired or separated participants entitled to future benefits2020-01-015
Total of all active and inactive participants2020-01-0187
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-014
Total participants2020-01-0191
2019: OFFICERS AND EMPLOYEES OF LOCAL 478 AND FUNDS EMPLOYEES PENSION PLAN 2019 401k membership
Market value of plan assets2019-12-3121,447,531
Acturial value of plan assets2019-12-3122,524,998
Funding target for retired participants and beneficiaries receiving payment2019-12-3116,264,761
Number of terminated vested participants2019-12-315
Fundng target for terminated vested participants2019-12-31366,169
Active participant vested funding target2019-12-318,413,202
Number of active participants2019-12-3140
Total funding liabilities for active participants2019-12-318,905,974
Total participant count2019-12-3191
Total funding target for all participants2019-12-3125,536,904
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-31347,502
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-310
Prefunding balanced used to offset prior years funding requirement2019-12-310
Amount remaining of carryover balance2019-12-310
Amount remaining of prefunding balance2019-12-31347,502
Present value of excess contributions2019-12-31128,105
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-31135,484
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-31135,484
Balance of carryovers at beginning of current year2019-12-310
Balance of prefunding at beginning of current year2019-12-31464,360
Total employer contributions2019-12-312,105,762
Total employee contributions2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-312,033,477
Unpaid minimum required contributions for all prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-311,060,123
Net shortfall amortization installment of oustanding balance2019-12-313,476,266
Total funding amount beforereflecting carryover/prefunding balances2019-12-311,775,152
Carryover balance elected to use to offset funding requirement2019-12-310
Prefunding balance elected to use to offset funding requirement2019-12-310
Additional cash requirement2019-12-311,775,152
Contributions allocatedtoward minimum required contributions for current year2019-12-312,033,477
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
Total participants, beginning-of-year2019-01-0191
Total number of active participants reported on line 7a of the Form 55002019-01-0138
Number of retired or separated participants receiving benefits2019-01-0144
Number of other retired or separated participants entitled to future benefits2019-01-015
Total of all active and inactive participants2019-01-0187
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-014
Total participants2019-01-0191
2018: OFFICERS AND EMPLOYEES OF LOCAL 478 AND FUNDS EMPLOYEES PENSION PLAN 2018 401k membership
Market value of plan assets2018-12-3122,850,657
Acturial value of plan assets2018-12-3121,334,568
Funding target for retired participants and beneficiaries receiving payment2018-12-3115,920,161
Number of terminated vested participants2018-12-315
Fundng target for terminated vested participants2018-12-31336,146
Active participant vested funding target2018-12-317,976,378
Number of active participants2018-12-3138
Total funding liabilities for active participants2018-12-318,287,298
Total participant count2018-12-3190
Total funding target for all participants2018-12-3124,543,605
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-310
Amount remaining of carryover balance2018-12-310
Amount remaining of prefunding balance2018-12-310
Present value of excess contributions2018-12-31328,049
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-31347,502
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-31347,502
Balance of carryovers at beginning of current year2018-12-310
Balance of prefunding at beginning of current year2018-12-31347,502
Total employer contributions2018-12-311,471,067
Total employee contributions2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-311,425,378
Unpaid minimum required contributions for all prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-31957,237
Net shortfall amortization installment of oustanding balance2018-12-313,556,539
Total funding amount beforereflecting carryover/prefunding balances2018-12-311,297,273
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-310
Additional cash requirement2018-12-311,297,273
Contributions allocatedtoward minimum required contributions for current year2018-12-311,425,378
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-0190
Total number of active participants reported on line 7a of the Form 55002018-01-0140
Number of retired or separated participants receiving benefits2018-01-0142
Number of other retired or separated participants entitled to future benefits2018-01-015
Total of all active and inactive participants2018-01-0187
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-014
Total participants2018-01-0191
2017: OFFICERS AND EMPLOYEES OF LOCAL 478 AND FUNDS EMPLOYEES PENSION PLAN 2017 401k membership
Market value of plan assets2017-12-3119,677,528
Acturial value of plan assets2017-12-3119,968,296
Funding target for retired participants and beneficiaries receiving payment2017-12-3114,726,463
Number of terminated vested participants2017-12-317
Fundng target for terminated vested participants2017-12-31382,888
Active participant vested funding target2017-12-317,298,971
Number of active participants2017-12-3140
Total funding liabilities for active participants2017-12-317,537,858
Total participant count2017-12-3192
Total funding target for all participants2017-12-3122,647,209
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-310
Amount remaining of carryover balance2017-12-310
Amount remaining of prefunding balance2017-12-310
Present value of excess contributions2017-12-31481,530
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-31511,000
Balance of carryovers at beginning of current year2017-12-310
Balance of prefunding at beginning of current year2017-12-310
Total employer contributions2017-12-311,485,743
Total employee contributions2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-311,439,633
Unpaid minimum required contributions for all prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-31919,911
Net shortfall amortization installment of oustanding balance2017-12-312,678,913
Total funding amount beforereflecting carryover/prefunding balances2017-12-311,111,584
Additional cash requirement2017-12-311,111,584
Contributions allocatedtoward minimum required contributions for current year2017-12-311,439,633
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-0192
Total number of active participants reported on line 7a of the Form 55002017-01-0138
Number of retired or separated participants receiving benefits2017-01-0144
Number of other retired or separated participants entitled to future benefits2017-01-015
Total of all active and inactive participants2017-01-0187
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-013
Total participants2017-01-0190
2016: OFFICERS AND EMPLOYEES OF LOCAL 478 AND FUNDS EMPLOYEES PENSION PLAN 2016 401k membership
Market value of plan assets2016-12-3118,171,793
Acturial value of plan assets2016-12-3119,409,530
Funding target for retired participants and beneficiaries receiving payment2016-12-3114,346,589
Number of terminated vested participants2016-12-317
Fundng target for terminated vested participants2016-12-31348,301
Active participant vested funding target2016-12-316,441,107
Number of active participants2016-12-3138
Total funding liabilities for active participants2016-12-316,573,032
Total participant count2016-12-3189
Total funding target for all participants2016-12-3121,267,922
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-310
Amount remaining of carryover balance2016-12-310
Amount remaining of prefunding balance2016-12-310
Present value of excess contributions2016-12-31548,094
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-31582,679
Reductions in caryover balances due to elections or deemed elections2016-12-310
Balance of carryovers at beginning of current year2016-12-310
Balance of prefunding at beginning of current year2016-12-310
Total employer contributions2016-12-311,444,945
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-311,394,568
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-31913,038
Net shortfall amortization installment of oustanding balance2016-12-311,858,392
Total funding amount beforereflecting carryover/prefunding balances2016-12-31913,038
Additional cash requirement2016-12-31913,038
Contributions allocatedtoward minimum required contributions for current year2016-12-311,394,568
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-0189
Total number of active participants reported on line 7a of the Form 55002016-01-0140
Number of retired or separated participants receiving benefits2016-01-0142
Number of other retired or separated participants entitled to future benefits2016-01-017
Total of all active and inactive participants2016-01-0189
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-013
Total participants2016-01-0192
2015: OFFICERS AND EMPLOYEES OF LOCAL 478 AND FUNDS EMPLOYEES PENSION PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0186
Total number of active participants reported on line 7a of the Form 55002015-01-0138
Number of retired or separated participants receiving benefits2015-01-0141
Number of other retired or separated participants entitled to future benefits2015-01-017
Total of all active and inactive participants2015-01-0186
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-013
Total participants2015-01-0189
2014: OFFICERS AND EMPLOYEES OF LOCAL 478 AND FUNDS EMPLOYEES PENSION PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0186
Total number of active participants reported on line 7a of the Form 55002014-01-0134
Number of retired or separated participants receiving benefits2014-01-0138
Number of other retired or separated participants entitled to future benefits2014-01-0111
Total of all active and inactive participants2014-01-0183
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-013
Total participants2014-01-0186
2013: OFFICERS AND EMPLOYEES OF LOCAL 478 AND FUNDS EMPLOYEES PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0188
Total number of active participants reported on line 7a of the Form 55002013-01-0137
Number of retired or separated participants receiving benefits2013-01-0135
Number of other retired or separated participants entitled to future benefits2013-01-0111
Total of all active and inactive participants2013-01-0183
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-013
Total participants2013-01-0186
2012: OFFICERS AND EMPLOYEES OF LOCAL 478 AND FUNDS EMPLOYEES PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0187
Total number of active participants reported on line 7a of the Form 55002012-01-0137
Number of retired or separated participants receiving benefits2012-01-0134
Number of other retired or separated participants entitled to future benefits2012-01-0113
Total of all active and inactive participants2012-01-0184
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-014
Total participants2012-01-0188
2011: OFFICERS AND EMPLOYEES OF LOCAL 478 AND FUNDS EMPLOYEES PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0188
Total number of active participants reported on line 7a of the Form 55002011-01-0136
Number of retired or separated participants receiving benefits2011-01-0134
Number of other retired or separated participants entitled to future benefits2011-01-0112
Total of all active and inactive participants2011-01-0182
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-015
Total participants2011-01-0187
2009: OFFICERS AND EMPLOYEES OF LOCAL 478 AND FUNDS EMPLOYEES PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0189
Total number of active participants reported on line 7a of the Form 55002009-01-0143
Number of retired or separated participants receiving benefits2009-01-0130
Number of other retired or separated participants entitled to future benefits2009-01-0111
Total of all active and inactive participants2009-01-0184
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-015
Total participants2009-01-0189

Financial Data on OFFICERS AND EMPLOYEES OF LOCAL 478 AND FUNDS EMPLOYEES PENSION PLAN

Measure Date Value
2022 : OFFICERS AND EMPLOYEES OF LOCAL 478 AND FUNDS EMPLOYEES PENSION PLAN 2022 401k financial data
Total plan liabilities at end of year2022-12-31$54,503
Total plan liabilities at beginning of year2022-12-31$66,768
Total income from all sources2022-12-31$-2,563,420
Expenses. Total of all expenses incurred2022-12-31$2,124,830
Benefits paid (including direct rollovers)2022-12-31$1,796,796
Total plan assets at end of year2022-12-31$29,603,671
Total plan assets at beginning of year2022-12-31$34,304,186
Value of fidelity bond covering the plan2022-12-31$1,000,000
Expenses. Other expenses not covered elsewhere2022-12-31$118,501
Other income received2022-12-31$-4,686,347
Net income (gross income less expenses)2022-12-31$-4,688,250
Net plan assets at end of year (total assets less liabilities)2022-12-31$29,549,168
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$34,237,418
Assets. Value of assets in partnership/joint-venture interests2022-12-31$1,011,747
Total contributions received or receivable from employer(s)2022-12-31$2,122,927
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$209,533
2021 : OFFICERS AND EMPLOYEES OF LOCAL 478 AND FUNDS EMPLOYEES PENSION PLAN 2021 401k financial data
Total plan liabilities at end of year2021-12-31$66,768
Total plan liabilities at beginning of year2021-12-31$65,629
Total income from all sources2021-12-31$6,553,158
Expenses. Total of all expenses incurred2021-12-31$2,005,675
Benefits paid (including direct rollovers)2021-12-31$1,677,648
Total plan assets at end of year2021-12-31$34,304,186
Total plan assets at beginning of year2021-12-31$29,755,564
Value of fidelity bond covering the plan2021-12-31$1,000,000
Expenses. Other expenses not covered elsewhere2021-12-31$114,329
Other income received2021-12-31$4,427,862
Net income (gross income less expenses)2021-12-31$4,547,483
Net plan assets at end of year (total assets less liabilities)2021-12-31$34,237,418
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$29,689,935
Total contributions received or receivable from employer(s)2021-12-31$2,125,296
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$213,698
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
2020 : OFFICERS AND EMPLOYEES OF LOCAL 478 AND FUNDS EMPLOYEES PENSION PLAN 2020 401k financial data
Total plan liabilities at end of year2020-12-31$65,629
Total plan liabilities at beginning of year2020-12-31$40,614
Total income from all sources2020-12-31$5,825,787
Expenses. Total of all expenses incurred2020-12-31$1,859,677
Benefits paid (including direct rollovers)2020-12-31$1,559,559
Total plan assets at end of year2020-12-31$29,755,564
Total plan assets at beginning of year2020-12-31$25,764,439
Value of fidelity bond covering the plan2020-12-31$1,000,000
Expenses. Other expenses not covered elsewhere2020-12-31$110,260
Other income received2020-12-31$3,714,221
Net income (gross income less expenses)2020-12-31$3,966,110
Net plan assets at end of year (total assets less liabilities)2020-12-31$29,689,935
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$25,723,825
Total contributions received or receivable from employer(s)2020-12-31$2,111,566
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$189,858
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
2019 : OFFICERS AND EMPLOYEES OF LOCAL 478 AND FUNDS EMPLOYEES PENSION PLAN 2019 401k financial data
Total plan liabilities at end of year2019-12-31$40,614
Total plan liabilities at beginning of year2019-12-31$28,606
Total income from all sources2019-12-31$6,110,480
Expenses. Total of all expenses incurred2019-12-31$1,834,400
Benefits paid (including direct rollovers)2019-12-31$1,526,599
Total plan assets at end of year2019-12-31$25,764,439
Total plan assets at beginning of year2019-12-31$21,476,351
Value of fidelity bond covering the plan2019-12-31$1,000,000
Expenses. Other expenses not covered elsewhere2019-12-31$111,193
Other income received2019-12-31$4,004,718
Net income (gross income less expenses)2019-12-31$4,276,080
Net plan assets at end of year (total assets less liabilities)2019-12-31$25,723,825
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$21,447,745
Total contributions received or receivable from employer(s)2019-12-31$2,105,762
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$196,608
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018 : OFFICERS AND EMPLOYEES OF LOCAL 478 AND FUNDS EMPLOYEES PENSION PLAN 2018 401k financial data
Total plan liabilities at end of year2018-12-31$28,606
Total plan liabilities at beginning of year2018-12-31$30,888
Total income from all sources2018-12-31$311,560
Expenses. Total of all expenses incurred2018-12-31$1,716,111
Benefits paid (including direct rollovers)2018-12-31$1,444,518
Total plan assets at end of year2018-12-31$21,476,351
Total plan assets at beginning of year2018-12-31$22,883,184
Value of fidelity bond covering the plan2018-12-31$1,000,000
Expenses. Other expenses not covered elsewhere2018-12-31$102,202
Other income received2018-12-31$-1,159,507
Net income (gross income less expenses)2018-12-31$-1,404,551
Net plan assets at end of year (total assets less liabilities)2018-12-31$21,447,745
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$22,852,296
Total contributions received or receivable from employer(s)2018-12-31$1,471,067
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$169,391
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : OFFICERS AND EMPLOYEES OF LOCAL 478 AND FUNDS EMPLOYEES PENSION PLAN 2017 401k financial data
Total plan liabilities at end of year2017-12-31$30,888
Total plan liabilities at beginning of year2017-12-31$31,641
Total income from all sources2017-12-31$4,852,503
Expenses. Total of all expenses incurred2017-12-31$1,678,070
Benefits paid (including direct rollovers)2017-12-31$1,421,258
Total plan assets at end of year2017-12-31$22,883,184
Total plan assets at beginning of year2017-12-31$19,709,504
Value of fidelity bond covering the plan2017-12-31$1,000,000
Expenses. Other expenses not covered elsewhere2017-12-31$95,864
Other income received2017-12-31$3,366,760
Net income (gross income less expenses)2017-12-31$3,174,433
Net plan assets at end of year (total assets less liabilities)2017-12-31$22,852,296
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$19,677,863
Total contributions received or receivable from employer(s)2017-12-31$1,485,743
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$160,948
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : OFFICERS AND EMPLOYEES OF LOCAL 478 AND FUNDS EMPLOYEES PENSION PLAN 2016 401k financial data
Total plan liabilities at end of year2016-12-31$31,641
Total plan liabilities at beginning of year2016-12-31$29,950
Total income from all sources2016-12-31$3,143,634
Expenses. Total of all expenses incurred2016-12-31$1,638,204
Benefits paid (including direct rollovers)2016-12-31$1,385,419
Total plan assets at end of year2016-12-31$19,709,504
Total plan assets at beginning of year2016-12-31$18,202,383
Value of fidelity bond covering the plan2016-12-31$1,000,000
Expenses. Other expenses not covered elsewhere2016-12-31$96,482
Other income received2016-12-31$1,698,690
Net income (gross income less expenses)2016-12-31$1,505,430
Net plan assets at end of year (total assets less liabilities)2016-12-31$19,677,863
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$18,172,433
Total contributions received or receivable from employer(s)2016-12-31$1,444,944
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$156,303
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : OFFICERS AND EMPLOYEES OF LOCAL 478 AND FUNDS EMPLOYEES PENSION PLAN 2015 401k financial data
Total plan liabilities at end of year2015-12-31$29,950
Total plan liabilities at beginning of year2015-12-31$71,545
Total income from all sources2015-12-31$838,973
Expenses. Total of all expenses incurred2015-12-31$1,591,332
Benefits paid (including direct rollovers)2015-12-31$1,349,228
Total plan assets at end of year2015-12-31$18,202,383
Total plan assets at beginning of year2015-12-31$18,996,337
Value of fidelity bond covering the plan2015-12-31$1,000,000
Expenses. Other expenses not covered elsewhere2015-12-31$79,734
Other income received2015-12-31$-461,769
Net income (gross income less expenses)2015-12-31$-752,359
Net plan assets at end of year (total assets less liabilities)2015-12-31$18,172,433
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$18,924,792
Total contributions received or receivable from employer(s)2015-12-31$1,300,742
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$162,370
2014 : OFFICERS AND EMPLOYEES OF LOCAL 478 AND FUNDS EMPLOYEES PENSION PLAN 2014 401k financial data
Total plan liabilities at end of year2014-12-31$71,545
Total plan liabilities at beginning of year2014-12-31$82,417
Total income from all sources2014-12-31$2,442,213
Expenses. Total of all expenses incurred2014-12-31$1,402,078
Benefits paid (including direct rollovers)2014-12-31$1,169,225
Total plan assets at end of year2014-12-31$18,996,337
Total plan assets at beginning of year2014-12-31$17,967,074
Value of fidelity bond covering the plan2014-12-31$1,000,000
Expenses. Other expenses not covered elsewhere2014-12-31$76,917
Other income received2014-12-31$1,144,920
Net income (gross income less expenses)2014-12-31$1,040,135
Net plan assets at end of year (total assets less liabilities)2014-12-31$18,924,792
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$17,884,657
Total contributions received or receivable from employer(s)2014-12-31$1,297,293
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$155,936
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : OFFICERS AND EMPLOYEES OF LOCAL 478 AND FUNDS EMPLOYEES PENSION PLAN 2013 401k financial data
Total plan liabilities at end of year2013-12-31$82,417
Total plan liabilities at beginning of year2013-12-31$73,215
Total income from all sources2013-12-31$3,642,207
Expenses. Total of all expenses incurred2013-12-31$1,318,630
Benefits paid (including direct rollovers)2013-12-31$1,088,244
Total plan assets at end of year2013-12-31$17,967,074
Total plan assets at beginning of year2013-12-31$15,634,295
Value of fidelity bond covering the plan2013-12-31$1,000,000
Expenses. Other expenses not covered elsewhere2013-12-31$87,415
Other income received2013-12-31$2,352,615
Net income (gross income less expenses)2013-12-31$2,323,577
Net plan assets at end of year (total assets less liabilities)2013-12-31$17,884,657
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$15,561,080
Total contributions received or receivable from employer(s)2013-12-31$1,289,592
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$142,971
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : OFFICERS AND EMPLOYEES OF LOCAL 478 AND FUNDS EMPLOYEES PENSION PLAN 2012 401k financial data
Total plan liabilities at end of year2012-12-31$73,215
Total plan liabilities at beginning of year2012-12-31$57,537
Total income from all sources2012-12-31$2,998,071
Expenses. Total of all expenses incurred2012-12-31$1,299,485
Benefits paid (including direct rollovers)2012-12-31$1,069,778
Total plan assets at end of year2012-12-31$15,634,295
Total plan assets at beginning of year2012-12-31$13,920,031
Value of fidelity bond covering the plan2012-12-31$1,000,000
Expenses. Other expenses not covered elsewhere2012-12-31$88,845
Other income received2012-12-31$1,743,900
Net income (gross income less expenses)2012-12-31$1,698,586
Net plan assets at end of year (total assets less liabilities)2012-12-31$15,561,080
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$13,862,494
Total contributions received or receivable from employer(s)2012-12-31$1,254,171
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$140,862
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : OFFICERS AND EMPLOYEES OF LOCAL 478 AND FUNDS EMPLOYEES PENSION PLAN 2011 401k financial data
Total plan liabilities at end of year2011-12-31$57,537
Total plan liabilities at beginning of year2011-12-31$77,080
Total income from all sources2011-12-31$1,395,841
Expenses. Total of all expenses incurred2011-12-31$1,211,859
Benefits paid (including direct rollovers)2011-12-31$999,542
Total plan assets at end of year2011-12-31$13,920,031
Total plan assets at beginning of year2011-12-31$13,755,592
Value of fidelity bond covering the plan2011-12-31$1,000,000
Expenses. Other expenses not covered elsewhere2011-12-31$61,552
Other income received2011-12-31$92,673
Net income (gross income less expenses)2011-12-31$183,982
Net plan assets at end of year (total assets less liabilities)2011-12-31$13,862,494
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$13,678,512
Total contributions received or receivable from employer(s)2011-12-31$1,303,168
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$150,765
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : OFFICERS AND EMPLOYEES OF LOCAL 478 AND FUNDS EMPLOYEES PENSION PLAN 2010 401k financial data
Total plan liabilities at end of year2010-12-31$77,080
Total plan liabilities at beginning of year2010-12-31$86,134
Total income from all sources2010-12-31$3,091,121
Expenses. Total of all expenses incurred2010-12-31$1,171,305
Benefits paid (including direct rollovers)2010-12-31$918,505
Total plan assets at end of year2010-12-31$13,755,592
Total plan assets at beginning of year2010-12-31$11,844,830
Value of fidelity bond covering the plan2010-12-31$1,000,000
Expenses. Other expenses not covered elsewhere2010-12-31$82,119
Other income received2010-12-31$1,451,975
Net income (gross income less expenses)2010-12-31$1,919,816
Net plan assets at end of year (total assets less liabilities)2010-12-31$13,678,512
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$11,758,696
Total contributions received or receivable from employer(s)2010-12-31$1,639,146
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$170,681
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : OFFICERS AND EMPLOYEES OF LOCAL 478 AND FUNDS EMPLOYEES PENSION PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for OFFICERS AND EMPLOYEES OF LOCAL 478 AND FUNDS EMPLOYEES PENSION PLAN

2022: OFFICERS AND EMPLOYEES OF LOCAL 478 AND FUNDS EMPLOYEES PENSION PLAN 2022 form 5500 responses
2022-01-01Type of plan entityMulitple employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: OFFICERS AND EMPLOYEES OF LOCAL 478 AND FUNDS EMPLOYEES PENSION PLAN 2021 form 5500 responses
2021-01-01Type of plan entityMulitple employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: OFFICERS AND EMPLOYEES OF LOCAL 478 AND FUNDS EMPLOYEES PENSION PLAN 2020 form 5500 responses
2020-01-01Type of plan entityMulitple employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: OFFICERS AND EMPLOYEES OF LOCAL 478 AND FUNDS EMPLOYEES PENSION PLAN 2019 form 5500 responses
2019-01-01Type of plan entityMulitple employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: OFFICERS AND EMPLOYEES OF LOCAL 478 AND FUNDS EMPLOYEES PENSION PLAN 2018 form 5500 responses
2018-01-01Type of plan entityMulitple employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: OFFICERS AND EMPLOYEES OF LOCAL 478 AND FUNDS EMPLOYEES PENSION PLAN 2017 form 5500 responses
2017-01-01Type of plan entityMulitple 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 - TrustYes
2016: OFFICERS AND EMPLOYEES OF LOCAL 478 AND FUNDS EMPLOYEES PENSION PLAN 2016 form 5500 responses
2016-01-01Type of plan entityMulitple 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 - TrustYes
2015: OFFICERS AND EMPLOYEES OF LOCAL 478 AND FUNDS EMPLOYEES PENSION PLAN 2015 form 5500 responses
2015-01-01Type of plan entityMulitple 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 - TrustYes
2014: OFFICERS AND EMPLOYEES OF LOCAL 478 AND FUNDS EMPLOYEES PENSION PLAN 2014 form 5500 responses
2014-01-01Type of plan entityMulitple 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 - TrustYes
2013: OFFICERS AND EMPLOYEES OF LOCAL 478 AND FUNDS EMPLOYEES PENSION PLAN 2013 form 5500 responses
2013-01-01Type of plan entityMulitple 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 - TrustYes
2012: OFFICERS AND EMPLOYEES OF LOCAL 478 AND FUNDS EMPLOYEES PENSION PLAN 2012 form 5500 responses
2012-01-01Type of plan entityMulitple 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 - TrustYes
2011: OFFICERS AND EMPLOYEES OF LOCAL 478 AND FUNDS EMPLOYEES PENSION PLAN 2011 form 5500 responses
2011-01-01Type of plan entityMulitple 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 - TrustYes
2009: OFFICERS AND EMPLOYEES OF LOCAL 478 AND FUNDS EMPLOYEES PENSION PLAN 2009 form 5500 responses
2009-01-01Type of plan entityMulitple 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 – TrustYes
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 number030452
Policy instance 1
Insurance contract or identification number030452
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number030452
Policy instance 1
Insurance contract or identification number030452
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number030452
Policy instance 1
Insurance contract or identification number030452
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number030452
Policy instance 1
Insurance contract or identification number030452
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number030452
Policy instance 1
Insurance contract or identification number030452
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number030452
Policy instance 1
Insurance contract or identification number030452
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 $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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number030452
Policy instance 1
Insurance contract or identification number030452
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number030452
Policy instance 1
Insurance contract or identification number030452
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number030452
Policy instance 1
Insurance contract or identification number030452
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number030452
Policy instance 1
Insurance contract or identification number030452
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number030452
Policy instance 1
Insurance contract or identification number030452
Number of Individuals Covered0
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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