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ASSOCIATION OF AMERICAN PUBLISHERS INC. RET INC. PLAN 401k Plan overview

Plan NameASSOCIATION OF AMERICAN PUBLISHERS INC. RET INC. PLAN
Plan identification number 001

ASSOCIATION OF AMERICAN PUBLISHERS INC. RET INC. 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).
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).

401k Sponsoring company profile

ASSOCIATION OF AMERICAN PUBLISHERS has sponsored the creation of one or more 401k plans.

Company Name:ASSOCIATION OF AMERICAN PUBLISHERS
Employer identification number (EIN):132660200
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ASSOCIATION OF AMERICAN PUBLISHERS INC. RET INC. PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012020-01-01
0012020-01-01
0012020-01-01
0012019-01-01
0012019-01-01
0012018-01-01
0012017-01-01KAREN MCINNIS KAREN MCINNIS2018-07-31
0012017-01-01KAREN MCINNIS KAREN MCINNIS2018-07-31
0012017-01-01KAREN MCINNIS KAREN MCINNIS2018-07-31
0012017-01-01KAREN MCINNIS KAREN MCINNIS2018-07-30
0012016-01-01KAREN MCINNIS KAREN MCINNIS2017-07-10
0012015-01-01KAREN MCINNIS
0012014-01-01KAREN MCINNIS
0012013-01-01KAREN MCINNIS
0012012-01-01ANTHONY LAFORGIA ANTHONY LAFORGIA2013-09-20
0012011-01-01ANTHONY LAFORGIA ANTHONY LAFORGIA2012-09-26
0012009-01-01ANTHONY LAFORGIA ANTHONY LAFORGIA2010-09-01

Plan Statistics for ASSOCIATION OF AMERICAN PUBLISHERS INC. RET INC. PLAN

401k plan membership statisitcs for ASSOCIATION OF AMERICAN PUBLISHERS INC. RET INC. PLAN

Measure Date Value
2022: ASSOCIATION OF AMERICAN PUBLISHERS INC. RET INC. PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0124
Total number of active participants reported on line 7a of the Form 55002022-01-010
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: ASSOCIATION OF AMERICAN PUBLISHERS INC. RET INC. PLAN 2021 401k membership
Market value of plan assets2021-12-313,854,924
Acturial value of plan assets2021-12-313,854,924
Funding target for retired participants and beneficiaries receiving payment2021-12-312,959,015
Number of terminated vested participants2021-12-3117
Fundng target for terminated vested participants2021-12-31454,234
Active participant vested funding target2021-12-310
Number of active participants2021-12-310
Total funding liabilities for active participants2021-12-310
Total participant count2021-12-3141
Total funding target for all participants2021-12-313,413,249
Balance at beginning of prior year after applicable adjustments2021-12-310
Prefunding balance at beginning of prior year after applicable adjustments2021-12-3123,427
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 balance2021-12-3123,427
Present value of excess contributions2021-12-31322,279
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-31338,361
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-310
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 year2021-12-3124,898
Total employer contributions2021-12-31355,175
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 date2021-12-310
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 cost2021-12-3116,488
Net shortfall amortization installment of oustanding balance2021-12-310
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-310
Carryover balance elected to use to offset funding requirement2021-12-310
Prefunding balance elected to use to offset funding requirement2021-12-310
Additional cash requirement2021-12-310
Contributions allocatedtoward minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
Total participants, beginning-of-year2021-01-0130
Total number of active participants reported on line 7a of the Form 55002021-01-010
Number of retired or separated participants receiving benefits2021-01-0113
Number of other retired or separated participants entitled to future benefits2021-01-0111
Total of all active and inactive participants2021-01-0124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-0124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: ASSOCIATION OF AMERICAN PUBLISHERS INC. RET INC. PLAN 2020 401k membership
Market value of plan assets2020-12-314,005,090
Acturial value of plan assets2020-12-314,005,090
Funding target for retired participants and beneficiaries receiving payment2020-12-313,260,672
Number of terminated vested participants2020-12-3114
Fundng target for terminated vested participants2020-12-31297,200
Active participant vested funding target2020-12-31220,686
Number of active participants2020-12-311
Total funding liabilities for active participants2020-12-31220,686
Total participant count2020-12-3139
Total funding target for all participants2020-12-313,778,558
Balance at beginning of prior year after applicable adjustments2020-12-310
Prefunding balance at beginning of prior year after applicable adjustments2020-12-3122,045
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 balance2020-12-3122,045
Present value of excess contributions2020-12-311,193,418
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-311,254,879
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-310
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 year2020-12-3123,427
Total employer contributions2020-12-31329,433
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 date2020-12-31322,279
Liquidity shortfalls end of Q12020-12-310
Liquidity shortfalls end of Q22020-12-310
Liquidity shortfalls end of Q32020-12-310
Liquidity shortfalls end of Q42020-12-310
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 cost2020-12-3175,000
Net shortfall amortization installment of oustanding balance2020-12-310
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-310
Carryover balance elected to use to offset funding requirement2020-12-310
Prefunding balance elected to use to offset funding requirement2020-12-310
Additional cash requirement2020-12-310
Contributions allocatedtoward minimum required contributions for current year2020-12-31322,279
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
Total participants, beginning-of-year2020-01-0128
Total number of active participants reported on line 7a of the Form 55002020-01-010
Number of retired or separated participants receiving benefits2020-01-0113
Number of other retired or separated participants entitled to future benefits2020-01-0117
Total of all active and inactive participants2020-01-0130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: ASSOCIATION OF AMERICAN PUBLISHERS INC. RET INC. PLAN 2019 401k membership
Market value of plan assets2019-12-312,801,692
Acturial value of plan assets2019-12-312,801,692
Funding target for retired participants and beneficiaries receiving payment2019-12-313,389,556
Number of terminated vested participants2019-12-3117
Fundng target for terminated vested participants2019-12-31413,189
Active participant vested funding target2019-12-31205,891
Number of active participants2019-12-311
Total funding liabilities for active participants2019-12-31205,891
Total participant count2019-12-3142
Total funding target for all participants2019-12-314,008,636
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-3121,962
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 balance2019-12-3121,962
Present value of excess contributions2019-12-3148,996
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-3151,612
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-310
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-310
Balance of carryovers at beginning of current year2019-12-310
Balance of prefunding at beginning of current year2019-12-3122,045
Total employer contributions2019-12-31457,156
Total employee contributions2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-31443,092
Liquidity shortfalls end of Q12019-12-310
Liquidity shortfalls end of Q22019-12-310
Liquidity shortfalls end of Q32019-12-310
Liquidity shortfalls end of Q42019-12-310
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-3190,000
Net shortfall amortization installment of oustanding balance2019-12-311,228,989
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-31439,242
Carryover balance elected to use to offset funding requirement2019-12-310
Prefunding balance elected to use to offset funding requirement2019-12-310
Additional cash requirement2019-12-31439,242
Contributions allocatedtoward minimum required contributions for current year2019-12-31443,092
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
Total participants, beginning-of-year2019-01-0131
Total number of active participants reported on line 7a of the Form 55002019-01-011
Number of retired or separated participants receiving benefits2019-01-0113
Number of other retired or separated participants entitled to future benefits2019-01-0114
Total of all active and inactive participants2019-01-0128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: ASSOCIATION OF AMERICAN PUBLISHERS INC. RET INC. PLAN 2018 401k membership
Market value of plan assets2018-12-312,937,407
Acturial value of plan assets2018-12-312,937,407
Funding target for retired participants and beneficiaries receiving payment2018-12-313,575,642
Number of terminated vested participants2018-12-3117
Fundng target for terminated vested participants2018-12-31387,307
Active participant vested funding target2018-12-31192,260
Number of active participants2018-12-311
Total funding liabilities for active participants2018-12-31192,260
Total participant count2018-12-3143
Total funding target for all participants2018-12-314,155,209
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-3121,320
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-310
Amount remaining of carryover balance2018-12-310
Amount remaining of prefunding balance2018-12-3121,320
Present value of excess contributions2018-12-3110,097
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-3110,654
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-310
Reductions in caryover balances due to elections or deemed elections2018-12-310
Reductions in prefunding balances due to elections or deemed elections2018-12-310
Balance of carryovers at beginning of current year2018-12-310
Balance of prefunding at beginning of current year2018-12-3121,962
Total employer contributions2018-12-31423,700
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-31420,152
Liquidity shortfalls end of Q12018-12-310
Liquidity shortfalls end of Q22018-12-310
Liquidity shortfalls end of Q32018-12-310
Liquidity shortfalls end of Q42018-12-310
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-3185,000
Net shortfall amortization installment of oustanding balance2018-12-311,239,764
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-31371,156
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-310
Additional cash requirement2018-12-31371,156
Contributions allocatedtoward minimum required contributions for current year2018-12-31420,152
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-0131
Total number of active participants reported on line 7a of the Form 55002018-01-011
Number of retired or separated participants receiving benefits2018-01-0113
Number of other retired or separated participants entitled to future benefits2018-01-0117
Total of all active and inactive participants2018-01-0131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: ASSOCIATION OF AMERICAN PUBLISHERS INC. RET INC. PLAN 2017 401k membership
Market value of plan assets2017-12-313,004,030
Acturial value of plan assets2017-12-313,004,030
Funding target for retired participants and beneficiaries receiving payment2017-12-313,701,826
Number of terminated vested participants2017-12-3116
Fundng target for terminated vested participants2017-12-31320,878
Active participant vested funding target2017-12-31199,699
Number of active participants2017-12-312
Total funding liabilities for active participants2017-12-31199,699
Total participant count2017-12-3146
Total funding target for all participants2017-12-314,222,403
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-3120,199
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-310
Amount remaining of carryover balance2017-12-310
Amount remaining of prefunding balance2017-12-3120,199
Present value of excess contributions2017-12-31529
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-31559
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-31559
Reductions in caryover balances due to elections or deemed elections2017-12-310
Reductions in prefunding balances due to elections or deemed elections2017-12-310
Balance of carryovers at beginning of current year2017-12-310
Balance of prefunding at beginning of current year2017-12-3121,320
Total employer contributions2017-12-31445,468
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-31433,797
Liquidity shortfalls end of Q12017-12-310
Liquidity shortfalls end of Q22017-12-310
Liquidity shortfalls end of Q32017-12-310
Liquidity shortfalls end of Q42017-12-310
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-3185,000
Net shortfall amortization installment of oustanding balance2017-12-311,239,693
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-31423,700
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-310
Additional cash requirement2017-12-31423,700
Contributions allocatedtoward minimum required contributions for current year2017-12-31433,797
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Waived amount of outstanding balance2017-12-310
Total participants, beginning-of-year2017-01-0146
Total number of active participants reported on line 7a of the Form 55002017-01-011
Number of retired or separated participants receiving benefits2017-01-0113
Number of other retired or separated participants entitled to future benefits2017-01-0117
Total of all active and inactive participants2017-01-0131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: ASSOCIATION OF AMERICAN PUBLISHERS INC. RET INC. PLAN 2016 401k membership
Market value of plan assets2016-12-313,097,701
Acturial value of plan assets2016-12-313,097,701
Funding target for retired participants and beneficiaries receiving payment2016-12-313,809,992
Number of terminated vested participants2016-12-3117
Fundng target for terminated vested participants2016-12-31330,221
Active participant vested funding target2016-12-31186,844
Number of active participants2016-12-312
Total funding liabilities for active participants2016-12-31186,844
Total participant count2016-12-3148
Total funding target for all participants2016-12-314,327,057
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-313,305
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-310
Amount remaining of carryover balance2016-12-310
Amount remaining of prefunding balance2016-12-313,305
Present value of excess contributions2016-12-3115,902
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-3116,850
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-3116,850
Reductions in caryover balances due to elections or deemed elections2016-12-310
Reductions in prefunding 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 year2016-12-3120,199
Total employer contributions2016-12-31467,376
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 date2016-12-31445,995
Liquidity shortfalls end of Q12016-12-310
Liquidity shortfalls end of Q22016-12-310
Liquidity shortfalls end of Q32016-12-310
Liquidity shortfalls end of Q42016-12-310
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 cost2016-12-31100,000
Net shortfall amortization installment of oustanding balance2016-12-311,249,555
Waiver amortization installment2016-12-310
Waived amount of outstanding balance2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-31445,466
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-31445,466
Contributions allocatedtoward minimum required contributions for current year2016-12-31445,995
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-0132
Total number of active participants reported on line 7a of the Form 55002016-01-012
Number of retired or separated participants receiving benefits2016-01-0126
Number of other retired or separated participants entitled to future benefits2016-01-0116
Total of all active and inactive participants2016-01-0144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-012
Total participants2016-01-0146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: ASSOCIATION OF AMERICAN PUBLISHERS INC. RET INC. PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0134
Total number of active participants reported on line 7a of the Form 55002015-01-012
Number of retired or separated participants receiving benefits2015-01-0113
Number of other retired or separated participants entitled to future benefits2015-01-0117
Total of all active and inactive participants2015-01-0132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: ASSOCIATION OF AMERICAN PUBLISHERS INC. RET INC. PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0135
Total number of active participants reported on line 7a of the Form 55002014-01-012
Number of retired or separated participants receiving benefits2014-01-019
Number of other retired or separated participants entitled to future benefits2014-01-0123
Total of all active and inactive participants2014-01-0134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: ASSOCIATION OF AMERICAN PUBLISHERS INC. RET INC. PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0136
Total number of active participants reported on line 7a of the Form 55002013-01-012
Number of retired or separated participants receiving benefits2013-01-0110
Number of other retired or separated participants entitled to future benefits2013-01-0123
Total of all active and inactive participants2013-01-0135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: ASSOCIATION OF AMERICAN PUBLISHERS INC. RET INC. PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0136
Total number of active participants reported on line 7a of the Form 55002012-01-012
Number of retired or separated participants receiving benefits2012-01-019
Number of other retired or separated participants entitled to future benefits2012-01-0125
Total of all active and inactive participants2012-01-0136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: ASSOCIATION OF AMERICAN PUBLISHERS INC. RET INC. PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0136
Total number of active participants reported on line 7a of the Form 55002011-01-012
Number of retired or separated participants receiving benefits2011-01-018
Number of other retired or separated participants entitled to future benefits2011-01-0126
Total of all active and inactive participants2011-01-0136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: ASSOCIATION OF AMERICAN PUBLISHERS INC. RET INC. PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0136
Total number of active participants reported on line 7a of the Form 55002009-01-015
Number of retired or separated participants receiving benefits2009-01-015
Number of other retired or separated participants entitled to future benefits2009-01-0126
Total of all active and inactive participants2009-01-0136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-013
Total participants2009-01-0139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on ASSOCIATION OF AMERICAN PUBLISHERS INC. RET INC. PLAN

Measure Date Value
2022 : ASSOCIATION OF AMERICAN PUBLISHERS INC. RET INC. PLAN 2022 401k financial data
Total income from all sources2022-06-30$596,168
Expenses. Total of all expenses incurred2022-06-30$3,422,270
Benefits paid (including direct rollovers)2022-06-30$1,548,551
Total plan assets at end of year2022-06-30$0
Total plan assets at beginning of year2022-06-30$2,826,102
Value of fidelity bond covering the plan2022-06-30$1,000,000
Other income received2022-06-30$96,168
Net income (gross income less expenses)2022-06-30$-2,826,102
Net plan assets at end of year (total assets less liabilities)2022-06-30$0
Net plan assets at beginning of year (total assets less liabilities)2022-06-30$2,826,102
Total contributions received or receivable from employer(s)2022-06-30$500,000
Expenses. Administrative service providers (salaries,fees and commissions)2022-06-30$1,873,719
2021 : ASSOCIATION OF AMERICAN PUBLISHERS INC. RET INC. PLAN 2021 401k financial data
Total income from all sources2021-12-31$95,211
Expenses. Total of all expenses incurred2021-12-31$911,076
Benefits paid (including direct rollovers)2021-12-31$781,595
Total plan assets at end of year2021-12-31$2,826,102
Total plan assets at beginning of year2021-12-31$3,641,967
Value of fidelity bond covering the plan2021-12-31$1,000,000
Expenses. Other expenses not covered elsewhere2021-12-31$129,481
Other income received2021-12-31$95,211
Net income (gross income less expenses)2021-12-31$-815,865
Net plan assets at end of year (total assets less liabilities)2021-12-31$2,826,102
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$3,641,967
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
2020 : ASSOCIATION OF AMERICAN PUBLISHERS INC. RET INC. PLAN 2020 401k financial data
Total income from all sources2020-12-31$410,342
Expenses. Total of all expenses incurred2020-12-31$718,820
Benefits paid (including direct rollovers)2020-12-31$643,296
Total plan assets at end of year2020-12-31$3,641,967
Total plan assets at beginning of year2020-12-31$3,950,445
Value of fidelity bond covering the plan2020-12-31$1,000,000
Other income received2020-12-31$-1,305,091
Net income (gross income less expenses)2020-12-31$-308,478
Net plan assets at end of year (total assets less liabilities)2020-12-31$3,641,967
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$3,950,445
Total contributions received or receivable from employer(s)2020-12-31$1,715,433
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$75,524
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
2019 : ASSOCIATION OF AMERICAN PUBLISHERS INC. RET INC. PLAN 2019 401k financial data
Total income from all sources2019-12-31$1,838,981
Expenses. Total of all expenses incurred2019-12-31$709,784
Benefits paid (including direct rollovers)2019-12-31$621,961
Total plan assets at end of year2019-12-31$3,950,445
Total plan assets at beginning of year2019-12-31$2,821,248
Value of fidelity bond covering the plan2019-12-31$1,000,000
Other income received2019-12-31$81,825
Net income (gross income less expenses)2019-12-31$1,129,197
Net plan assets at end of year (total assets less liabilities)2019-12-31$3,950,445
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$2,821,248
Total contributions received or receivable from employer(s)2019-12-31$1,757,156
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$87,823
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018 : ASSOCIATION OF AMERICAN PUBLISHERS INC. RET INC. PLAN 2018 401k financial data
Total income from all sources2018-12-31$514,625
Expenses. Total of all expenses incurred2018-12-31$570,263
Benefits paid (including direct rollovers)2018-12-31$471,295
Total plan assets at end of year2018-12-31$2,821,248
Total plan assets at beginning of year2018-12-31$2,876,886
Value of fidelity bond covering the plan2018-12-31$1,000,000
Other income received2018-12-31$90,925
Net income (gross income less expenses)2018-12-31$-55,638
Net plan assets at end of year (total assets less liabilities)2018-12-31$2,821,248
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$2,876,886
Total contributions received or receivable from employer(s)2018-12-31$423,700
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$98,968
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : ASSOCIATION OF AMERICAN PUBLISHERS INC. RET INC. PLAN 2017 401k financial data
Total income from all sources2017-12-31$738,627
Expenses. Total of all expenses incurred2017-12-31$600,103
Benefits paid (including direct rollovers)2017-12-31$516,292
Total plan assets at end of year2017-12-31$2,876,886
Total plan assets at beginning of year2017-12-31$2,738,362
Value of fidelity bond covering the plan2017-12-31$1,000,000
Expenses. Other expenses not covered elsewhere2017-12-31$83,811
Other income received2017-12-31$98,090
Net income (gross income less expenses)2017-12-31$138,524
Net plan assets at end of year (total assets less liabilities)2017-12-31$2,876,886
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$2,738,362
Total contributions received or receivable from employer(s)2017-12-31$640,537
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : ASSOCIATION OF AMERICAN PUBLISHERS INC. RET INC. PLAN 2016 401k financial data
Total income from all sources2016-12-31$477,340
Expenses. Total of all expenses incurred2016-12-31$641,919
Benefits paid (including direct rollovers)2016-12-31$558,565
Total plan assets at end of year2016-12-31$2,738,362
Total plan assets at beginning of year2016-12-31$2,902,941
Value of fidelity bond covering the plan2016-12-31$1,000,000
Other income received2016-12-31$109,104
Net income (gross income less expenses)2016-12-31$-164,579
Net plan assets at end of year (total assets less liabilities)2016-12-31$2,738,362
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$2,902,941
Total contributions received or receivable from employer(s)2016-12-31$368,236
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$83,354
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : ASSOCIATION OF AMERICAN PUBLISHERS INC. RET INC. PLAN 2015 401k financial data
Total income from all sources2015-12-31$574,243
Expenses. Total of all expenses incurred2015-12-31$652,609
Benefits paid (including direct rollovers)2015-12-31$555,108
Total plan assets at end of year2015-12-31$2,902,941
Total plan assets at beginning of year2015-12-31$2,981,307
Value of fidelity bond covering the plan2015-12-31$1,000,000
Other income received2015-12-31$116,403
Net income (gross income less expenses)2015-12-31$-78,366
Net plan assets at end of year (total assets less liabilities)2015-12-31$2,902,941
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$2,981,307
Total contributions received or receivable from employer(s)2015-12-31$457,840
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$97,501
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : ASSOCIATION OF AMERICAN PUBLISHERS INC. RET INC. PLAN 2014 401k financial data
Total income from all sources2014-12-31$487,808
Expenses. Total of all expenses incurred2014-12-31$616,370
Benefits paid (including direct rollovers)2014-12-31$549,709
Total plan assets at end of year2014-12-31$2,981,307
Total plan assets at beginning of year2014-12-31$3,109,869
Value of fidelity bond covering the plan2014-12-31$1,000,000
Other income received2014-12-31$120,982
Net income (gross income less expenses)2014-12-31$-128,562
Net plan assets at end of year (total assets less liabilities)2014-12-31$2,981,307
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$3,109,869
Total contributions received or receivable from employer(s)2014-12-31$366,826
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$66,661
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : ASSOCIATION OF AMERICAN PUBLISHERS INC. RET INC. PLAN 2013 401k financial data
Total income from all sources2013-12-31$443,767
Expenses. Total of all expenses incurred2013-12-31$614,996
Benefits paid (including direct rollovers)2013-12-31$559,580
Total plan assets at end of year2013-12-31$3,109,869
Total plan assets at beginning of year2013-12-31$3,281,098
Value of fidelity bond covering the plan2013-12-31$1,000,000
Other income received2013-12-31$145,891
Net income (gross income less expenses)2013-12-31$-171,229
Net plan assets at end of year (total assets less liabilities)2013-12-31$3,109,869
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$3,281,098
Total contributions received or receivable from employer(s)2013-12-31$297,876
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$55,416
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : ASSOCIATION OF AMERICAN PUBLISHERS INC. RET INC. PLAN 2012 401k financial data
Total income from all sources2012-12-31$509,579
Expenses. Total of all expenses incurred2012-12-31$596,884
Benefits paid (including direct rollovers)2012-12-31$550,694
Total plan assets at end of year2012-12-31$3,281,098
Total plan assets at beginning of year2012-12-31$3,368,403
Value of fidelity bond covering the plan2012-12-31$1,000,000
Other income received2012-12-31$164,106
Net income (gross income less expenses)2012-12-31$-87,305
Net plan assets at end of year (total assets less liabilities)2012-12-31$3,281,098
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$3,368,403
Total contributions received or receivable from employer(s)2012-12-31$345,473
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$46,190
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : ASSOCIATION OF AMERICAN PUBLISHERS INC. RET INC. PLAN 2011 401k financial data
Total income from all sources2011-12-31$424,539
Expenses. Total of all expenses incurred2011-12-31$607,340
Benefits paid (including direct rollovers)2011-12-31$554,744
Total plan assets at end of year2011-12-31$3,368,403
Total plan assets at beginning of year2011-12-31$3,551,204
Value of fidelity bond covering the plan2011-12-31$1,000,000
Other income received2011-12-31$181,582
Net income (gross income less expenses)2011-12-31$-182,801
Net plan assets at end of year (total assets less liabilities)2011-12-31$3,368,403
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$3,551,204
Total contributions received or receivable from employer(s)2011-12-31$242,957
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$52,596
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : ASSOCIATION OF AMERICAN PUBLISHERS INC. RET INC. PLAN 2010 401k financial data
Total income from all sources2010-12-31$360,961
Expenses. Total of all expenses incurred2010-12-31$587,059
Benefits paid (including direct rollovers)2010-12-31$534,125
Total plan assets at end of year2010-12-31$3,551,204
Total plan assets at beginning of year2010-12-31$3,777,302
Value of fidelity bond covering the plan2010-12-31$1,000,000
Expenses. Other expenses not covered elsewhere2010-12-31$52,934
Other income received2010-12-31$190,518
Net income (gross income less expenses)2010-12-31$-226,098
Net plan assets at end of year (total assets less liabilities)2010-12-31$3,551,204
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$3,777,302
Total contributions received or receivable from employer(s)2010-12-31$170,443
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : ASSOCIATION OF AMERICAN PUBLISHERS INC. RET INC. 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 ASSOCIATION OF AMERICAN PUBLISHERS INC. RET INC. PLAN

2022: ASSOCIATION OF AMERICAN PUBLISHERS INC. RET INC. PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedYes
2022-01-01This submission is the final filingYes
2022-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan benefit arrangement – InsuranceYes
2021: ASSOCIATION OF AMERICAN PUBLISHERS INC. RET INC. PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle 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 benefit arrangement – InsuranceYes
2020: ASSOCIATION OF AMERICAN PUBLISHERS INC. RET INC. PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle 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 benefit arrangement – InsuranceYes
2019: ASSOCIATION OF AMERICAN PUBLISHERS INC. RET INC. PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle 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 benefit arrangement – InsuranceYes
2018: ASSOCIATION OF AMERICAN PUBLISHERS INC. RET INC. PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle 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 benefit arrangement – InsuranceYes
2017: ASSOCIATION OF AMERICAN PUBLISHERS INC. RET INC. PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedYes
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 benefit arrangement – InsuranceYes
2016: ASSOCIATION OF AMERICAN PUBLISHERS INC. RET INC. PLAN 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 benefit arrangement – InsuranceYes
2015: ASSOCIATION OF AMERICAN PUBLISHERS INC. RET INC. PLAN 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 benefit arrangement – InsuranceYes
2014: ASSOCIATION OF AMERICAN PUBLISHERS INC. RET INC. PLAN 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 benefit arrangement – InsuranceYes
2013: ASSOCIATION OF AMERICAN PUBLISHERS INC. RET INC. PLAN 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 benefit arrangement – InsuranceYes
2012: ASSOCIATION OF AMERICAN PUBLISHERS INC. RET INC. PLAN 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 benefit arrangement – InsuranceYes
2011: ASSOCIATION OF AMERICAN PUBLISHERS INC. RET INC. PLAN 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 benefit arrangement – InsuranceYes
2009: ASSOCIATION OF AMERICAN PUBLISHERS INC. RET INC. PLAN 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 benefit arrangement – InsuranceYes

Insurance Providers Used on plan

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number17528
Policy instance 1
Insurance contract or identification number17528
Number of Individuals Covered0
Insurance policy start date2022-01-01
Insurance policy end date2022-06-30
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?Yes
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 RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number17528
Policy instance 1
Insurance contract or identification number17528
Number of Individuals Covered24
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
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?Yes
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 RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number17528
Policy instance 1
Insurance contract or identification number17528
Number of Individuals Covered30
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
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?Yes
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 RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberGR-3741
Policy instance 1
Insurance contract or identification numberGR-3741
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?Yes
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 RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberGR-3741
Policy instance 1
Insurance contract or identification numberGR-3741
Number of Individuals Covered31
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?Yes
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 RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberGR-3741
Policy instance 1
Insurance contract or identification numberGR-3741
Number of Individuals Covered32
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 $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?Yes
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 RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberGR-3741
Policy instance 1
Insurance contract or identification numberGR-3741
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?Yes
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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberGR-3741
Policy instance 1
Insurance contract or identification numberGR-3741
Number of Individuals Covered35
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?Yes
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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberGR-3741
Policy instance 1
Insurance contract or identification numberGR-3741
Number of Individuals Covered36
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?Yes
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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberGR-3741
Policy instance 1
Insurance contract or identification numberGR-3741
Number of Individuals Covered36
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?Yes
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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberGR-3741
Policy instance 1
Insurance contract or identification numberGR-3741
Number of Individuals Covered36
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?Yes
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

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