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NATIONAL AUSTRALIA BANK LIMITED PENSION PLAN 401k Plan overview

Plan NameNATIONAL AUSTRALIA BANK LIMITED PENSION PLAN
Plan identification number 004

NATIONAL AUSTRALIA BANK LIMITED 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).
  • 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

NATIONAL AUSTRALIA BANK LIMITED has sponsored the creation of one or more 401k plans.

Company Name:NATIONAL AUSTRALIA BANK LIMITED
Employer identification number (EIN):132901144
NAIC Classification:522110
NAIC Description:Commercial Banking

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NATIONAL AUSTRALIA BANK LIMITED PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0042022-01-01
0042021-01-01
0042021-01-01
0042020-01-01
0042019-01-01
0042018-01-01
0042017-01-01MEREDITH RACKOFF MEREDITH RACKOFF2018-10-15
0042016-01-01MEREDITH RACKOFF MEREDITH RACKOFF2017-10-11
0042015-01-01MEREDITH RACKOFF MEREDITH RACKOFF2016-10-14
0042014-01-01MEREDITH RACKOFF MEREDITH RACKOFF2015-10-13
0042013-01-01MEREDITH RACKOFF MEREDITH RACKOFF2014-10-07
0042012-01-01MEREDITH RACKOFF MEREDITH RACKOFF2013-10-15
0042011-01-01MEREDITH RACKOFF MEREDITH RACKOFF2012-10-16

Plan Statistics for NATIONAL AUSTRALIA BANK LIMITED PENSION PLAN

401k plan membership statisitcs for NATIONAL AUSTRALIA BANK LIMITED PENSION PLAN

Measure Date Value
2022: NATIONAL AUSTRALIA BANK LIMITED PENSION PLAN 2022 401k membership
Market value of plan assets2022-12-3139,144,476
Acturial value of plan assets2022-12-3136,932,709
Funding target for retired participants and beneficiaries receiving payment2022-12-3120,184,705
Number of terminated vested participants2022-12-3180
Fundng target for terminated vested participants2022-12-3111,704,494
Active participant vested funding target2022-12-313,246,846
Number of active participants2022-12-3116
Total funding liabilities for active participants2022-12-313,246,846
Total participant count2022-12-31183
Total funding target for all participants2022-12-3135,136,045
Balance at beginning of prior year after applicable adjustments2022-12-310
Prefunding balance at beginning of prior year after applicable adjustments2022-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2022-12-310
Prefunding balanced used to offset prior years funding requirement2022-12-310
Amount remaining of carryover balance2022-12-310
Amount remaining of prefunding balance2022-12-310
Present value of excess contributions2022-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-12-310
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 year2022-12-310
Total employer contributions2022-12-31135,842
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 date2022-12-31132,900
Liquidity shortfalls end of Q12022-12-310
Liquidity shortfalls end of Q22022-12-310
Liquidity shortfalls end of Q32022-12-310
Liquidity shortfalls end of Q42022-12-310
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 cost2022-12-31260,000
Net shortfall amortization installment of oustanding balance2022-12-310
Waiver amortization installment2022-12-310
Total funding amount beforereflecting carryover/prefunding balances2022-12-310
Carryover balance elected to use to offset funding requirement2022-12-310
Prefunding balance elected to use to offset funding requirement2022-12-310
Additional cash requirement2022-12-310
Contributions allocatedtoward minimum required contributions for current year2022-12-31132,900
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
Total participants, beginning-of-year2022-01-01183
Total number of active participants reported on line 7a of the Form 55002022-01-0114
Number of retired or separated participants receiving benefits2022-01-0186
Number of other retired or separated participants entitled to future benefits2022-01-0176
Total of all active and inactive participants2022-01-01176
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-017
Total participants2022-01-01183
2021: NATIONAL AUSTRALIA BANK LIMITED PENSION PLAN 2021 401k membership
Market value of plan assets2021-12-3136,764,612
Acturial value of plan assets2021-12-3133,622,066
Funding target for retired participants and beneficiaries receiving payment2021-12-3117,023,025
Number of terminated vested participants2021-12-3191
Fundng target for terminated vested participants2021-12-3113,716,701
Active participant vested funding target2021-12-313,007,633
Number of active participants2021-12-3116
Total funding liabilities for active participants2021-12-313,007,633
Total participant count2021-12-31184
Total funding target for all participants2021-12-3133,747,359
Balance at beginning of prior year after applicable adjustments2021-12-310
Prefunding balance at beginning of prior year after applicable adjustments2021-12-310
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 balance2021-12-310
Present value of excess contributions2021-12-311
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-311
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 year2021-12-310
Total employer contributions2021-12-31276,788
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 date2021-12-31271,683
Liquidity shortfalls end of Q12021-12-310
Liquidity shortfalls end of Q22021-12-310
Liquidity shortfalls end of Q32021-12-310
Liquidity shortfalls end of Q42021-12-310
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 cost2021-12-31260,000
Net shortfall amortization installment of oustanding balance2021-12-31125,293
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-31271,683
Carryover balance elected to use to offset funding requirement2021-12-310
Prefunding balance elected to use to offset funding requirement2021-12-310
Additional cash requirement2021-12-31271,683
Contributions allocatedtoward minimum required contributions for current year2021-12-31271,683
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
Total participants, beginning-of-year2021-01-01184
Total number of active participants reported on line 7a of the Form 55002021-01-0116
Number of retired or separated participants receiving benefits2021-01-0181
Number of other retired or separated participants entitled to future benefits2021-01-0180
Total of all active and inactive participants2021-01-01177
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-016
Total participants2021-01-01183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: NATIONAL AUSTRALIA BANK LIMITED PENSION PLAN 2020 401k membership
Market value of plan assets2020-12-3132,867,275
Acturial value of plan assets2020-12-3131,489,271
Funding target for retired participants and beneficiaries receiving payment2020-12-3114,561,467
Number of terminated vested participants2020-12-3197
Fundng target for terminated vested participants2020-12-3114,797,877
Active participant vested funding target2020-12-314,474,202
Number of active participants2020-12-3120
Total funding liabilities for active participants2020-12-314,474,202
Total participant count2020-12-31184
Total funding target for all participants2020-12-3133,833,546
Balance at beginning of prior year after applicable adjustments2020-12-310
Prefunding balance at beginning of prior year after applicable adjustments2020-12-310
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 balance2020-12-310
Present value of excess contributions2020-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-310
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 year2020-12-310
Total employer contributions2020-12-31909,639
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 date2020-12-31881,853
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 cost2020-12-31260,000
Net shortfall amortization installment of oustanding balance2020-12-312,344,275
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-31881,852
Carryover balance elected to use to offset funding requirement2020-12-310
Prefunding balance elected to use to offset funding requirement2020-12-310
Additional cash requirement2020-12-31881,852
Contributions allocatedtoward minimum required contributions for current year2020-12-31881,853
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
Total participants, beginning-of-year2020-01-01184
Total number of active participants reported on line 7a of the Form 55002020-01-0116
Number of retired or separated participants receiving benefits2020-01-0171
Number of other retired or separated participants entitled to future benefits2020-01-0191
Total of all active and inactive participants2020-01-01178
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-016
Total participants2020-01-01184
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: NATIONAL AUSTRALIA BANK LIMITED PENSION PLAN 2019 401k membership
Market value of plan assets2019-12-3127,806,762
Acturial value of plan assets2019-12-3129,437,899
Funding target for retired participants and beneficiaries receiving payment2019-12-3113,994,149
Number of terminated vested participants2019-12-31101
Fundng target for terminated vested participants2019-12-3114,394,929
Active participant vested funding target2019-12-314,185,912
Number of active participants2019-12-3120
Total funding liabilities for active participants2019-12-314,185,912
Total participant count2019-12-31184
Total funding target for all participants2019-12-3132,574,990
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-310
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 balance2019-12-310
Present value of excess contributions2019-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-310
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 year2019-12-310
Total employer contributions2019-12-311,120,901
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 date2019-12-311,033,971
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 cost2019-12-31245,000
Net shortfall amortization installment of oustanding balance2019-12-313,137,091
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-311,033,971
Carryover balance elected to use to offset funding requirement2019-12-310
Prefunding balance elected to use to offset funding requirement2019-12-310
Additional cash requirement2019-12-311,033,971
Contributions allocatedtoward minimum required contributions for current year2019-12-311,033,971
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
Total participants, beginning-of-year2019-01-01184
Total number of active participants reported on line 7a of the Form 55002019-01-0120
Number of retired or separated participants receiving benefits2019-01-0162
Number of other retired or separated participants entitled to future benefits2019-01-0197
Total of all active and inactive participants2019-01-01179
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-015
Total participants2019-01-01184
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: NATIONAL AUSTRALIA BANK LIMITED PENSION PLAN 2018 401k membership
Market value of plan assets2018-12-3130,703,428
Acturial value of plan assets2018-12-3129,242,065
Funding target for retired participants and beneficiaries receiving payment2018-12-3113,378,276
Number of terminated vested participants2018-12-31104
Fundng target for terminated vested participants2018-12-3112,844,708
Active participant vested funding target2018-12-313,996,455
Number of active participants2018-12-3121
Total funding liabilities for active participants2018-12-313,996,455
Total participant count2018-12-31184
Total funding target for all participants2018-12-3130,219,439
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-310
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 balance2018-12-310
Present value of excess contributions2018-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-310
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 year2018-12-310
Total employer contributions2018-12-31235,352
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 date2018-12-31230,000
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 cost2018-12-31230,000
Net shortfall amortization installment of oustanding balance2018-12-31977,374
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-31230,000
Additional cash requirement2018-12-31230,000
Contributions allocatedtoward minimum required contributions for current year2018-12-31230,000
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-01184
Total number of active participants reported on line 7a of the Form 55002018-01-0120
Number of retired or separated participants receiving benefits2018-01-0160
Number of other retired or separated participants entitled to future benefits2018-01-01101
Total of all active and inactive participants2018-01-01181
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-013
Total participants2018-01-01184
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: NATIONAL AUSTRALIA BANK LIMITED PENSION PLAN 2017 401k membership
Market value of plan assets2017-12-3127,268,521
Acturial value of plan assets2017-12-3127,933,789
Funding target for retired participants and beneficiaries receiving payment2017-12-3112,441,752
Number of terminated vested participants2017-12-31109
Fundng target for terminated vested participants2017-12-3114,744,144
Active participant vested funding target2017-12-313,631,918
Number of active participants2017-12-3121
Total funding liabilities for active participants2017-12-313,631,918
Total participant count2017-12-31184
Total funding target for all participants2017-12-3130,817,814
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-310
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 balance2017-12-310
Present value of excess contributions2017-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-310
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 year2017-12-310
Total employer contributions2017-12-31900,017
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 date2017-12-31858,889
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 cost2017-12-31230,000
Net shortfall amortization installment of oustanding balance2017-12-312,884,025
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-31858,889
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-310
Additional cash requirement2017-12-31858,889
Contributions allocatedtoward minimum required contributions for current year2017-12-31858,889
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-01184
Total number of active participants reported on line 7a of the Form 55002017-01-0121
Number of retired or separated participants receiving benefits2017-01-0157
Number of other retired or separated participants entitled to future benefits2017-01-01104
Total of all active and inactive participants2017-01-01182
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-012
Total participants2017-01-01184
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: NATIONAL AUSTRALIA BANK LIMITED PENSION PLAN 2016 401k membership
Market value of plan assets2016-12-3126,055,069
Acturial value of plan assets2016-12-3127,331,917
Funding target for retired participants and beneficiaries receiving payment2016-12-3110,944,966
Number of terminated vested participants2016-12-31115
Fundng target for terminated vested participants2016-12-3114,531,246
Active participant vested funding target2016-12-313,587,376
Number of active participants2016-12-3122
Total funding liabilities for active participants2016-12-313,587,376
Total participant count2016-12-31184
Total funding target for all participants2016-12-3129,063,588
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-310
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 balance2016-12-310
Present value of excess contributions2016-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-310
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 year2016-12-310
Total employer contributions2016-12-311,058,988
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 date2016-12-31996,115
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 cost2016-12-31240,000
Net shortfall amortization installment of oustanding balance2016-12-311,731,671
Waiver amortization installment2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-31996,115
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-31996,115
Contributions allocatedtoward minimum required contributions for current year2016-12-31996,115
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-01184
Total number of active participants reported on line 7a of the Form 55002016-01-0121
Number of retired or separated participants receiving benefits2016-01-0152
Number of other retired or separated participants entitled to future benefits2016-01-01109
Total of all active and inactive participants2016-01-01182
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-012
Total participants2016-01-01184
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: NATIONAL AUSTRALIA BANK LIMITED PENSION PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01184
Total number of active participants reported on line 7a of the Form 55002015-01-0122
Number of retired or separated participants receiving benefits2015-01-0145
Number of other retired or separated participants entitled to future benefits2015-01-01115
Total of all active and inactive participants2015-01-01182
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-012
Total participants2015-01-01184
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: NATIONAL AUSTRALIA BANK LIMITED PENSION PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01184
Total number of active participants reported on line 7a of the Form 55002014-01-0123
Number of retired or separated participants receiving benefits2014-01-0142
Number of other retired or separated participants entitled to future benefits2014-01-01117
Total of all active and inactive participants2014-01-01182
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-012
Total participants2014-01-01184
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: NATIONAL AUSTRALIA BANK LIMITED PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01184
Total number of active participants reported on line 7a of the Form 55002013-01-0123
Number of retired or separated participants receiving benefits2013-01-0138
Number of other retired or separated participants entitled to future benefits2013-01-01121
Total of all active and inactive participants2013-01-01182
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-012
Total participants2013-01-01184
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: NATIONAL AUSTRALIA BANK LIMITED PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01187
Total number of active participants reported on line 7a of the Form 55002012-01-0126
Number of retired or separated participants receiving benefits2012-01-0133
Number of other retired or separated participants entitled to future benefits2012-01-01123
Total of all active and inactive participants2012-01-01182
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-012
Total participants2012-01-01184
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: NATIONAL AUSTRALIA BANK LIMITED PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01187
Total number of active participants reported on line 7a of the Form 55002011-01-0128
Number of retired or separated participants receiving benefits2011-01-0131
Number of other retired or separated participants entitled to future benefits2011-01-01126
Total of all active and inactive participants2011-01-01185
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-012
Total participants2011-01-01187
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010

Financial Data on NATIONAL AUSTRALIA BANK LIMITED PENSION PLAN

Measure Date Value
2022 : NATIONAL AUSTRALIA BANK LIMITED PENSION PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-4,149,463
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$2,170,824
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,924,510
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$135,842
Value of total assets at end of year2022-12-31$32,275,384
Value of total assets at beginning of year2022-12-31$38,595,671
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$246,314
Total interest from all sources2022-12-31$279,000
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$177,962
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$177,962
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$6,400,000
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Administrative expenses (other) incurred2022-12-31$246,314
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-6,320,287
Value of net assets at end of year (total assets less liabilities)2022-12-31$32,275,384
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$38,595,671
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$6,431,972
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$7,752,289
Value of interest in pooled separate accounts at end of year2022-12-31$13,911,178
Value of interest in pooled separate accounts at beginning of year2022-12-31$16,540,409
Interest earned on other investments2022-12-31$279,000
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$11,932,234
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$14,302,973
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,080,121
Net investment gain/loss from pooled separate accounts2022-12-31$-3,662,146
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$135,842
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,924,510
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31PRAGER METIS CPAS, LLC
Accountancy firm EIN2022-12-31061667465
2021 : NATIONAL AUSTRALIA BANK LIMITED PENSION PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$4,670,543
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,981,598
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,717,780
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$410,948
Value of total assets at end of year2021-12-31$38,595,671
Value of total assets at beginning of year2021-12-31$35,906,726
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$263,818
Total interest from all sources2021-12-31$357,895
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$186,482
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$186,482
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$110,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Other income not declared elsewhere2021-12-31$1
Administrative expenses (other) incurred2021-12-31$263,818
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$2,688,945
Value of net assets at end of year (total assets less liabilities)2021-12-31$38,595,671
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$35,906,726
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$7,752,289
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$7,244,572
Value of interest in pooled separate accounts at end of year2021-12-31$16,540,409
Value of interest in pooled separate accounts at beginning of year2021-12-31$15,429,819
Interest earned on other investments2021-12-31$357,895
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$14,302,973
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$13,232,335
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$888,169
Net investment gain/loss from pooled separate accounts2021-12-31$2,827,048
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$410,948
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,717,780
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Disclaimer
Accountancy firm name2021-12-31PRAGER METIS CPAS, LLC
Accountancy firm EIN2021-12-31061667465
2020 : NATIONAL AUSTRALIA BANK LIMITED PENSION PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$6,063,127
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,722,103
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,467,496
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,727,780
Value of total assets at end of year2020-12-31$35,906,726
Value of total assets at beginning of year2020-12-31$31,565,702
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$254,607
Total interest from all sources2020-12-31$319,337
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$145,384
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$145,384
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$10,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Administrative expenses (other) incurred2020-12-31$254,607
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$4,341,024
Value of net assets at end of year (total assets less liabilities)2020-12-31$35,906,726
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$31,565,702
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$7,244,572
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$6,327,258
Value of interest in pooled separate accounts at end of year2020-12-31$15,429,819
Value of interest in pooled separate accounts at beginning of year2020-12-31$13,546,273
Interest earned on other investments2020-12-31$319,337
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$13,232,335
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$11,692,171
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$633,645
Net investment gain/loss from pooled separate accounts2020-12-31$3,236,981
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$1,727,780
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,467,496
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31PRAGER METIS CPAS, LLC
Accountancy firm EIN2020-12-31061667465
2019 : NATIONAL AUSTRALIA BANK LIMITED PENSION PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$5,202,123
Total income from all sources (including contributions)2019-12-31$5,202,123
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,555,491
Total of all expenses incurred2019-12-31$1,555,491
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,305,671
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,305,671
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$201,682
Value of total assets at end of year2019-12-31$31,565,702
Value of total assets at end of year2019-12-31$31,565,702
Value of total assets at beginning of year2019-12-31$27,919,070
Value of total assets at beginning of year2019-12-31$27,919,070
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$249,820
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$249,820
Total interest from all sources2019-12-31$301,535
Total interest from all sources2019-12-31$301,535
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$172,736
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$172,736
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$172,736
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$172,736
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$13,600,000
Value of fidelity bond cover2019-12-31$13,600,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Administrative expenses (other) incurred2019-12-31$249,820
Administrative expenses (other) incurred2019-12-31$249,820
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$3,646,632
Value of net income/loss2019-12-31$3,646,632
Value of net assets at end of year (total assets less liabilities)2019-12-31$31,565,702
Value of net assets at end of year (total assets less liabilities)2019-12-31$31,565,702
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$27,919,070
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$27,919,070
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$6,327,258
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$6,327,258
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$5,624,462
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$5,624,462
Value of interest in pooled separate accounts at end of year2019-12-31$13,546,273
Value of interest in pooled separate accounts at end of year2019-12-31$13,546,273
Value of interest in pooled separate accounts at beginning of year2019-12-31$12,072,882
Value of interest in pooled separate accounts at beginning of year2019-12-31$12,072,882
Interest earned on other investments2019-12-31$301,535
Interest earned on other investments2019-12-31$301,535
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$11,692,171
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$11,692,171
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$10,221,726
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$10,221,726
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,192,700
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,192,700
Net investment gain/loss from pooled separate accounts2019-12-31$3,333,470
Net investment gain/loss from pooled separate accounts2019-12-31$3,333,470
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$201,682
Contributions received in cash from employer2019-12-31$201,682
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,305,671
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,305,671
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31PRAGER METIS CPAS, LLC
Accountancy firm name2019-12-31PRAGER METIS CPAS, LLC
Accountancy firm EIN2019-12-31061667465
Accountancy firm EIN2019-12-31061667465
2018 : NATIONAL AUSTRALIA BANK LIMITED PENSION PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$-775,970
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,525,297
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,265,404
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$628,154
Value of total assets at end of year2018-12-31$27,919,070
Value of total assets at beginning of year2018-12-31$30,220,337
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$259,893
Total interest from all sources2018-12-31$292,074
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$145,229
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$145,229
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$13,600,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Administrative expenses (other) incurred2018-12-31$259,893
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-2,301,267
Value of net assets at end of year (total assets less liabilities)2018-12-31$27,919,070
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$30,220,337
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$5,624,462
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$6,069,498
Value of interest in pooled separate accounts at end of year2018-12-31$12,072,882
Value of interest in pooled separate accounts at beginning of year2018-12-31$12,980,291
Interest earned on other investments2018-12-31$292,074
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$10,221,726
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$11,170,548
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-920,282
Net investment gain/loss from pooled separate accounts2018-12-31$-921,145
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$628,154
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,265,404
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31PRAGER METIS CPAS, LLC
Accountancy firm EIN2018-12-31061667465
2017 : NATIONAL AUSTRALIA BANK LIMITED PENSION PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$5,158,124
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,487,807
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,252,383
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,123,665
Value of total assets at end of year2017-12-31$30,220,337
Value of total assets at beginning of year2017-12-31$26,550,020
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$235,424
Total interest from all sources2017-12-31$317,293
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$111,050
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$111,050
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$23,500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Administrative expenses (other) incurred2017-12-31$235,424
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$3,670,317
Value of net assets at end of year (total assets less liabilities)2017-12-31$30,220,337
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$26,550,020
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$6,069,498
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$5,323,816
Value of interest in pooled separate accounts at end of year2017-12-31$12,980,291
Value of interest in pooled separate accounts at beginning of year2017-12-31$11,362,527
Interest earned on other investments2017-12-31$317,293
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$11,170,548
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$9,863,677
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,076,124
Net investment gain/loss from pooled separate accounts2017-12-31$2,529,992
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$1,123,665
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,252,383
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31PRAGER METIS CPAS, LLC
Accountancy firm EIN2017-12-31061667465
2016 : NATIONAL AUSTRALIA BANK LIMITED PENSION PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$2,228,412
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,334,756
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,116,499
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$673,283
Value of total assets at end of year2016-12-31$26,550,020
Value of total assets at beginning of year2016-12-31$25,656,364
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$218,257
Total interest from all sources2016-12-31$323,726
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$136,052
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$136,052
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$23,500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Administrative expenses (other) incurred2016-12-31$218,257
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$893,656
Value of net assets at end of year (total assets less liabilities)2016-12-31$26,550,020
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$25,656,364
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$5,323,816
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$5,122,797
Value of interest in pooled separate accounts at end of year2016-12-31$11,362,527
Value of interest in pooled separate accounts at beginning of year2016-12-31$11,005,238
Interest earned on other investments2016-12-31$323,726
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$9,863,677
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$9,528,329
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$295,612
Net investment gain/loss from pooled separate accounts2016-12-31$799,739
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$673,283
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,116,499
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31PRAGER METIS CPAS, LLC
Accountancy firm EIN2016-12-31061667465
2015 : NATIONAL AUSTRALIA BANK LIMITED PENSION PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$1,189,947
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,234,618
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,033,344
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$791,876
Value of total assets at end of year2015-12-31$25,656,364
Value of total assets at beginning of year2015-12-31$25,701,035
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$201,274
Total interest from all sources2015-12-31$350,967
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$126,066
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$126,066
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$23,500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Administrative expenses (other) incurred2015-12-31$201,274
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-44,671
Value of net assets at end of year (total assets less liabilities)2015-12-31$25,656,364
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$25,701,035
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$5,122,797
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$5,114,849
Value of interest in pooled separate accounts at end of year2015-12-31$11,005,238
Value of interest in pooled separate accounts at beginning of year2015-12-31$11,021,931
Interest earned on other investments2015-12-31$350,967
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$9,528,329
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$9,564,255
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-236,145
Net investment gain/loss from pooled separate accounts2015-12-31$157,183
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$791,876
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,033,344
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31PRAGER METIS CPAS, LLC
Accountancy firm EIN2015-12-31061667465
2014 : NATIONAL AUSTRALIA BANK LIMITED PENSION PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$2,179,357
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,085,530
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$867,886
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,177,071
Value of total assets at end of year2014-12-31$25,701,035
Value of total assets at beginning of year2014-12-31$24,607,208
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$217,644
Total interest from all sources2014-12-31$314,473
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$23,500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Administrative expenses (other) incurred2014-12-31$217,644
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$1,093,827
Value of net assets at end of year (total assets less liabilities)2014-12-31$25,701,035
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$24,607,208
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$5,114,849
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$4,958,916
Value of interest in pooled separate accounts at end of year2014-12-31$11,021,931
Value of interest in pooled separate accounts at beginning of year2014-12-31$10,614,078
Interest earned on other investments2014-12-31$314,473
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$9,564,255
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$9,034,214
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$169,124
Net investment gain/loss from pooled separate accounts2014-12-31$518,689
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$1,177,071
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$867,886
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31PRAGER METIS CPAS, LLC
Accountancy firm EIN2014-12-31061667465
2013 : NATIONAL AUSTRALIA BANK LIMITED PENSION PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$4,602,104
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,045,588
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$825,700
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$765,261
Value of total assets at end of year2013-12-31$24,607,208
Value of total assets at beginning of year2013-12-31$21,050,692
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$219,888
Total interest from all sources2013-12-31$338,627
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$23,500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Administrative expenses (other) incurred2013-12-31$219,888
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$3,556,516
Value of net assets at end of year (total assets less liabilities)2013-12-31$24,607,208
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$21,050,692
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$4,958,916
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$0
Value of interest in pooled separate accounts at end of year2013-12-31$10,614,078
Value of interest in pooled separate accounts at beginning of year2013-12-31$13,292,079
Interest earned on other investments2013-12-31$338,627
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$9,034,214
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$7,758,613
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$508,638
Net investment gain/loss from pooled separate accounts2013-12-31$2,989,578
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$765,261
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$825,700
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31PRAGER METIS CPAS, LLC
Accountancy firm EIN2013-12-31061667465
2012 : NATIONAL AUSTRALIA BANK LIMITED PENSION PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$3,694,122
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$965,604
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$792,136
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,301,107
Value of total assets at end of year2012-12-31$21,050,692
Value of total assets at beginning of year2012-12-31$18,322,174
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$173,468
Total interest from all sources2012-12-31$351,176
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$23,500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Administrative expenses (other) incurred2012-12-31$173,468
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$2,728,518
Value of net assets at end of year (total assets less liabilities)2012-12-31$21,050,692
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$18,322,174
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in pooled separate accounts at end of year2012-12-31$13,292,079
Value of interest in pooled separate accounts at beginning of year2012-12-31$11,584,871
Interest earned on other investments2012-12-31$351,176
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$7,758,613
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$6,737,303
Net investment gain/loss from pooled separate accounts2012-12-31$2,041,839
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$1,301,107
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$792,136
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31PRAGER METIS CPAS, LLC
Accountancy firm EIN2012-12-31061667465
2011 : NATIONAL AUSTRALIA BANK LIMITED PENSION PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$919,893
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$830,194
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$681,259
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,206,840
Value of total assets at end of year2011-12-31$18,322,174
Value of total assets at beginning of year2011-12-31$18,232,475
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$148,935
Total interest from all sources2011-12-31$359,457
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$10,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Administrative expenses (other) incurred2011-12-31$148,935
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$89,699
Value of net assets at end of year (total assets less liabilities)2011-12-31$18,322,174
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$18,232,475
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in pooled separate accounts at end of year2011-12-31$11,584,871
Value of interest in pooled separate accounts at beginning of year2011-12-31$11,497,956
Interest earned on other investments2011-12-31$359,457
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$6,737,303
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$6,734,519
Net investment gain/loss from pooled separate accounts2011-12-31$-646,404
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$1,206,840
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$681,259
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31METIS GROUP CPAS LLC
Accountancy firm EIN2011-12-31061667465

Form 5500 Responses for NATIONAL AUSTRALIA BANK LIMITED PENSION PLAN

2022: NATIONAL AUSTRALIA BANK LIMITED PENSION PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle 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 – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: NATIONAL AUSTRALIA BANK LIMITED PENSION 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 funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: NATIONAL AUSTRALIA BANK LIMITED PENSION 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 funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: NATIONAL AUSTRALIA BANK LIMITED PENSION 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 funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: NATIONAL AUSTRALIA BANK LIMITED PENSION 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 funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: NATIONAL AUSTRALIA BANK LIMITED PENSION PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: NATIONAL AUSTRALIA BANK LIMITED PENSION 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 funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: NATIONAL AUSTRALIA BANK LIMITED PENSION 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 funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: NATIONAL AUSTRALIA BANK LIMITED PENSION 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 funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: NATIONAL AUSTRALIA BANK LIMITED PENSION 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 funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: NATIONAL AUSTRALIA BANK LIMITED PENSION 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 funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: NATIONAL AUSTRALIA BANK LIMITED PENSION 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 funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number017090
Policy instance 1
Insurance contract or identification number017090
Number of Individuals Covered183
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $41,440
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $41,440
Insurance broker organization code?4
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number017090
Policy instance 1
Insurance contract or identification number017090
Number of Individuals Covered183
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $74,807
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $74,807
Insurance broker organization code?4
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberIN-17090
Policy instance 1
Insurance contract or identification numberIN-17090
Number of Individuals Covered184
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $61,882
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $61,882
Insurance broker organization code?4
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberIN-17090
Policy instance 1
Insurance contract or identification numberIN-17090
Number of Individuals Covered184
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $59,539
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $59,539
Insurance broker organization code?4
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberIN-17090
Policy instance 1
Insurance contract or identification numberIN-17090
Number of Individuals Covered184
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $60,573
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $60,573
Insurance broker organization code?4
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberIN-17090
Policy instance 1
Insurance contract or identification numberIN-17090
Number of Individuals Covered184
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $56,105
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $56,105
Insurance broker organization code?4
Insurance broker nameNEWPORT GROUP SECURITIES, INC
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberIN-17090
Policy instance 1
Insurance contract or identification numberIN-17090
Number of Individuals Covered184
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $52,173
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $52,173
Insurance broker organization code?4
Insurance broker nameNEWPORT GROUP SECURITIES INC
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberIN-17090
Policy instance 1
Insurance contract or identification numberIN-17090
Number of Individuals Covered184
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $49,855
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $49,855
Insurance broker organization code?4
Insurance broker nameNEWPORT GROUP SECURITIES
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberIN-17090
Policy instance 1
Insurance contract or identification numberIN-17090
Number of Individuals Covered184
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $51,714
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $51,714
Insurance broker organization code?4
Insurance broker nameNEWPORT GROUP SECURITIES
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberIN-17090
Policy instance 1
Insurance contract or identification numberIN-17090
Number of Individuals Covered184
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $49,338
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $49,338
Insurance broker organization code?4
Insurance broker nameNEWPORT GROUP SECURITIES
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberIN-17090
Policy instance 1
Insurance contract or identification numberIN-17090
Number of Individuals Covered187
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $46,180
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No

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