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MACYS INC. DEFINED CONTRIBUTION PLANS MASTER TRUST 401k Plan overview

Plan NameMACYS INC. DEFINED CONTRIBUTION PLANS MASTER TRUST
Plan identification number 014

MACYS INC. DEFINED CONTRIBUTION PLANS MASTER TRUST Benefits

No plan benefit data available

401k Sponsoring company profile

MACY'S INC. has sponsored the creation of one or more 401k plans.

Company Name:MACY'S INC.
Employer identification number (EIN):133324058
NAIC Classification:452200

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MACYS INC. DEFINED CONTRIBUTION PLANS MASTER TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0142023-01-01
0142022-01-01
0142021-01-01
0142020-01-01
0142019-01-01
0142018-01-01
0142017-01-012018-10-11
0142016-01-012017-10-11
0142015-01-012016-10-13
0142015-01-01
0142014-01-012015-10-10
0142013-01-012014-10-09
0142012-01-012013-10-14
0142011-01-012012-10-15
0142010-01-012011-10-13
0142009-01-01STEPHEN J. O'BRYAN, OP. VICE PRES.2010-10-27 STEPHEN J. O'BRYAN, OP. VICE PRES.2010-10-27
0142009-01-01STEPHEN J. O'BRYAN, OP. VICE PRES.2010-10-15 STEPHEN J. O'BRYAN, OP. VICE PRES.2010-10-15

Financial Data on MACYS INC. DEFINED CONTRIBUTION PLANS MASTER TRUST

Measure Date Value
2023 : MACYS INC. DEFINED CONTRIBUTION PLANS MASTER TRUST 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total transfer of assets to this plan2023-12-31$307,288,000
Total transfer of assets from this plan2023-12-31$365,537,000
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$190,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$104,000
Total income from all sources (including contributions)2023-12-31$593,518,000
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$3,119,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$0
Value of total assets at end of year2023-12-31$4,115,837,000
Value of total assets at beginning of year2023-12-31$3,583,601,000
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$3,119,000
Total interest from all sources2023-12-31$18,642,000
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$5,124,000
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-12-31$1,333,000
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-12-31$1,277,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2023-12-31$190,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2023-12-31$104,000
Other income not declared elsewhere2023-12-31$-3,452,000
Total non interest bearing cash at beginning of year2023-12-31$824,000
Value of net income/loss2023-12-31$590,399,000
Value of net assets at end of year (total assets less liabilities)2023-12-31$4,115,647,000
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$3,583,497,000
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Investment advisory and management fees2023-12-31$1,522,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$2,012,574,000
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$1,663,503,000
Interest earned on other investments2023-12-31$18,642,000
Value of interest in common/collective trusts at end of year2023-12-31$1,361,469,000
Value of interest in common/collective trusts at beginning of year2023-12-31$1,144,968,000
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-12-31$14,077,000
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-12-31$13,517,000
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-12-31$13,517,000
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-12-31$573,083,000
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-12-31$598,941,000
Net investment gain or loss from common/collective trusts2023-12-31$573,204,000
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Assets. Invements in employer securities at end of year2023-12-31$153,301,000
Assets. Invements in employer securities at beginning of year2023-12-31$160,571,000
Income. Dividends from common stock2023-12-31$5,124,000
Contract administrator fees2023-12-31$1,307,000
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
2022 : MACYS INC. DEFINED CONTRIBUTION PLANS MASTER TRUST 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets to this plan2022-12-31$291,571,000
Total transfer of assets from this plan2022-12-31$349,190,000
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$104,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$240,000
Total income from all sources (including contributions)2022-12-31$-642,296,000
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$3,598,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$0
Value of total assets at end of year2022-12-31$3,583,601,000
Value of total assets at beginning of year2022-12-31$4,287,250,000
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$3,598,000
Total interest from all sources2022-12-31$14,983,000
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$4,964,000
Administrative expenses professional fees incurred2022-12-31$290,000
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$1,277,000
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$1,205,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$104,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$240,000
Other income not declared elsewhere2022-12-31$-43,429,000
Total non interest bearing cash at end of year2022-12-31$824,000
Value of net income/loss2022-12-31$-645,894,000
Value of net assets at end of year (total assets less liabilities)2022-12-31$3,583,497,000
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$4,287,010,000
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
Investment advisory and management fees2022-12-31$3,308,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$1,663,503,000
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$1,958,005,000
Interest earned on other investments2022-12-31$14,983,000
Value of interest in common/collective trusts at end of year2022-12-31$1,144,968,000
Value of interest in common/collective trusts at beginning of year2022-12-31$1,494,969,000
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$13,517,000
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$21,444,000
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$21,444,000
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$598,941,000
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$601,778,000
Net investment gain or loss from common/collective trusts2022-12-31$-618,814,000
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
Assets. Invements in employer securities at end of year2022-12-31$160,571,000
Assets. Invements in employer securities at beginning of year2022-12-31$209,849,000
Income. Dividends from common stock2022-12-31$4,964,000
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
2021 : MACYS INC. DEFINED CONTRIBUTION PLANS MASTER TRUST 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets to this plan2021-12-31$291,651,000
Total transfer of assets from this plan2021-12-31$491,217,000
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$240,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$161,000
Total income from all sources (including contributions)2021-12-31$648,838,000
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$4,339,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$0
Value of total assets at end of year2021-12-31$4,287,250,000
Value of total assets at beginning of year2021-12-31$3,842,238,000
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$4,339,000
Total interest from all sources2021-12-31$14,440,000
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$2,440,000
Administrative expenses professional fees incurred2021-12-31$290,000
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$1,205,000
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$1,890,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$240,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$161,000
Other income not declared elsewhere2021-12-31$127,552,000
Value of net income/loss2021-12-31$644,499,000
Value of net assets at end of year (total assets less liabilities)2021-12-31$4,287,010,000
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$3,842,077,000
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
Investment advisory and management fees2021-12-31$4,049,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$1,958,005,000
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$1,909,817,000
Interest earned on other investments2021-12-31$14,440,000
Value of interest in common/collective trusts at end of year2021-12-31$1,494,969,000
Value of interest in common/collective trusts at beginning of year2021-12-31$1,186,241,000
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$21,444,000
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$23,874,000
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$23,874,000
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$601,778,000
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$619,832,000
Net investment gain or loss from common/collective trusts2021-12-31$504,406,000
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
Assets. Invements in employer securities at end of year2021-12-31$209,849,000
Assets. Invements in employer securities at beginning of year2021-12-31$100,584,000
Income. Dividends from common stock2021-12-31$2,440,000
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
2020 : MACYS INC. DEFINED CONTRIBUTION PLANS MASTER TRUST 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$286,672,000
Total transfer of assets from this plan2020-12-31$745,798,000
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$161,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$397,000
Total income from all sources (including contributions)2020-12-31$415,156,000
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$4,029,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$0
Value of total assets at end of year2020-12-31$3,842,238,000
Value of total assets at beginning of year2020-12-31$3,890,473,000
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$4,029,000
Total interest from all sources2020-12-31$19,874,000
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$3,391,000
Administrative expenses professional fees incurred2020-12-31$290,000
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$1,890,000
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$3,505,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$161,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$397,000
Other income not declared elsewhere2020-12-31$-49,748,000
Value of net income/loss2020-12-31$411,127,000
Value of net assets at end of year (total assets less liabilities)2020-12-31$3,842,077,000
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$3,890,076,000
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
Investment advisory and management fees2020-12-31$3,739,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$1,909,817,000
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$1,864,702,000
Interest earned on other investments2020-12-31$19,874,000
Value of interest in common/collective trusts at end of year2020-12-31$1,186,241,000
Value of interest in common/collective trusts at beginning of year2020-12-31$1,182,302,000
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$23,874,000
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$20,340,000
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$20,340,000
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$619,832,000
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$666,807,000
Net investment gain or loss from common/collective trusts2020-12-31$441,639,000
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
Assets. Invements in employer securities at end of year2020-12-31$100,584,000
Assets. Invements in employer securities at beginning of year2020-12-31$152,817,000
Income. Dividends from common stock2020-12-31$3,391,000
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
2019 : MACYS INC. DEFINED CONTRIBUTION PLANS MASTER TRUST 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$349,375,000
Total transfer of assets to this plan2019-12-31$349,375,000
Total transfer of assets from this plan2019-12-31$491,953,000
Total transfer of assets from this plan2019-12-31$491,953,000
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$397,000
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$397,000
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$532,886,000
Total income from all sources (including contributions)2019-12-31$532,886,000
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$4,395,000
Total of all expenses incurred2019-12-31$4,395,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$0
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$0
Value of total assets at end of year2019-12-31$3,890,473,000
Value of total assets at end of year2019-12-31$3,890,473,000
Value of total assets at beginning of year2019-12-31$3,504,163,000
Value of total assets at beginning of year2019-12-31$3,504,163,000
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$4,395,000
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$4,395,000
Total interest from all sources2019-12-31$20,930,000
Total interest from all sources2019-12-31$20,930,000
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$13,595,000
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$13,595,000
Administrative expenses professional fees incurred2019-12-31$290,000
Administrative expenses professional fees incurred2019-12-31$290,000
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Participant contributions at beginning of year2019-12-31$73,432,000
Participant contributions at beginning of year2019-12-31$73,432,000
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$3,505,000
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$3,505,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$397,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$397,000
Other income not declared elsewhere2019-12-31$-115,625,000
Other income not declared elsewhere2019-12-31$-115,625,000
Value of net income/loss2019-12-31$528,491,000
Value of net income/loss2019-12-31$528,491,000
Value of net assets at end of year (total assets less liabilities)2019-12-31$3,890,076,000
Value of net assets at end of year (total assets less liabilities)2019-12-31$3,890,076,000
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$3,504,163,000
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$3,504,163,000
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
Investment advisory and management fees2019-12-31$4,105,000
Investment advisory and management fees2019-12-31$4,105,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$1,864,702,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$1,864,702,000
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$1,477,459,000
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$1,477,459,000
Interest earned on other investments2019-12-31$20,930,000
Interest earned on other investments2019-12-31$20,930,000
Value of interest in common/collective trusts at end of year2019-12-31$1,182,302,000
Value of interest in common/collective trusts at end of year2019-12-31$1,182,302,000
Value of interest in common/collective trusts at beginning of year2019-12-31$983,217,000
Value of interest in common/collective trusts at beginning of year2019-12-31$983,217,000
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$20,340,000
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$20,340,000
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$19,668,000
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$19,668,000
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$19,668,000
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$19,668,000
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$666,807,000
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$666,807,000
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$683,486,000
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$683,486,000
Net investment gain or loss from common/collective trusts2019-12-31$613,986,000
Net investment gain or loss from common/collective trusts2019-12-31$613,986,000
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
Assets. Invements in employer securities at end of year2019-12-31$152,817,000
Assets. Invements in employer securities at end of year2019-12-31$152,817,000
Assets. Invements in employer securities at beginning of year2019-12-31$266,901,000
Assets. Invements in employer securities at beginning of year2019-12-31$266,901,000
Income. Dividends from common stock2019-12-31$13,595,000
Income. Dividends from common stock2019-12-31$13,595,000
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
2018 : MACYS INC. DEFINED CONTRIBUTION PLANS MASTER TRUST 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$336,510,000
Total transfer of assets from this plan2018-12-31$442,815,000
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$0
Total income from all sources (including contributions)2018-12-31$-83,889,000
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$9,406,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$0
Value of total assets at end of year2018-12-31$3,504,163,000
Value of total assets at beginning of year2018-12-31$3,703,763,000
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$9,406,000
Total interest from all sources2018-12-31$23,103,000
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$13,981,000
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Participant contributions at end of year2018-12-31$73,432,000
Participant contributions at beginning of year2018-12-31$75,809,000
Other income not declared elsewhere2018-12-31$45,453,000
Value of net income/loss2018-12-31$-93,295,000
Value of net assets at end of year (total assets less liabilities)2018-12-31$3,504,163,000
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$3,703,763,000
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
Investment advisory and management fees2018-12-31$5,526,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$1,477,459,000
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$1,358,692,000
Interest on participant loans2018-12-31$3,430,000
Interest earned on other investments2018-12-31$19,673,000
Value of interest in common/collective trusts at end of year2018-12-31$983,217,000
Value of interest in common/collective trusts at beginning of year2018-12-31$1,321,886,000
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$19,668,000
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$18,809,000
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$18,809,000
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$683,486,000
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$690,643,000
Net investment gain or loss from common/collective trusts2018-12-31$-166,426,000
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
Assets. Invements in employer securities at end of year2018-12-31$266,901,000
Assets. Invements in employer securities at beginning of year2018-12-31$237,924,000
Income. Dividends from common stock2018-12-31$13,981,000
Contract administrator fees2018-12-31$3,880,000
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
2017 : MACYS INC. DEFINED CONTRIBUTION PLANS MASTER TRUST 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$332,173,000
Total transfer of assets from this plan2017-12-31$523,596,000
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$372,233,000
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$9,124,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$0
Value of total assets at end of year2017-12-31$3,703,763,000
Value of total assets at beginning of year2017-12-31$3,532,077,000
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$9,124,000
Total interest from all sources2017-12-31$22,570,000
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$15,039,000
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Participant contributions at end of year2017-12-31$75,809,000
Participant contributions at beginning of year2017-12-31$74,702,000
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$1,000
Other income not declared elsewhere2017-12-31$-109,548,000
Value of net income/loss2017-12-31$363,109,000
Value of net assets at end of year (total assets less liabilities)2017-12-31$3,703,763,000
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$3,532,077,000
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
Investment advisory and management fees2017-12-31$4,661,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$1,358,692,000
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$1,125,528,000
Interest on participant loans2017-12-31$3,127,000
Interest earned on other investments2017-12-31$19,443,000
Value of interest in common/collective trusts at end of year2017-12-31$1,321,886,000
Value of interest in common/collective trusts at beginning of year2017-12-31$1,193,104,000
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$18,809,000
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$19,399,000
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$19,399,000
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$690,643,000
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$751,952,000
Net investment gain or loss from common/collective trusts2017-12-31$444,172,000
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
Assets. Invements in employer securities at end of year2017-12-31$237,924,000
Assets. Invements in employer securities at beginning of year2017-12-31$367,391,000
Income. Dividends from common stock2017-12-31$15,039,000
Contract administrator fees2017-12-31$4,463,000
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
2016 : MACYS INC. DEFINED CONTRIBUTION PLANS MASTER TRUST 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$331,356,000
Total transfer of assets from this plan2016-12-31$422,579,000
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$260,675,000
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$9,730,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$0
Value of total assets at end of year2016-12-31$3,532,077,000
Value of total assets at beginning of year2016-12-31$3,372,355,000
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$9,730,000
Total interest from all sources2016-12-31$22,287,000
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$15,924,000
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Participant contributions at end of year2016-12-31$74,702,000
Participant contributions at beginning of year2016-12-31$74,694,000
Assets. Other investments not covered elsewhere at end of year2016-12-31$1,000
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$310,000
Other income not declared elsewhere2016-12-31$10,938,000
Administrative expenses (other) incurred2016-12-31$4,639,000
Value of net income/loss2016-12-31$250,945,000
Value of net assets at end of year (total assets less liabilities)2016-12-31$3,532,077,000
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$3,372,355,000
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
Investment advisory and management fees2016-12-31$5,091,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$1,125,528,000
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$990,386,000
Interest on participant loans2016-12-31$2,969,000
Interest earned on other investments2016-12-31$19,318,000
Value of interest in common/collective trusts at end of year2016-12-31$1,193,104,000
Value of interest in common/collective trusts at beginning of year2016-12-31$1,133,240,000
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$19,399,000
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$20,439,000
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$20,439,000
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$751,952,000
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$767,988,000
Net investment gain or loss from common/collective trusts2016-12-31$211,526,000
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
Assets. Invements in employer securities at end of year2016-12-31$367,391,000
Assets. Invements in employer securities at beginning of year2016-12-31$385,298,000
Income. Dividends from common stock2016-12-31$15,924,000
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
2015 : MACYS INC. DEFINED CONTRIBUTION PLANS MASTER TRUST 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$316,920,000
Total transfer of assets from this plan2015-12-31$407,190,000
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$0
Total income from all sources (including contributions)2015-12-31$-325,556,000
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$9,935,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$0
Value of total assets at end of year2015-12-31$3,372,355,000
Value of total assets at beginning of year2015-12-31$3,798,116,000
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$9,935,000
Total interest from all sources2015-12-31$22,649,000
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$15,611,000
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Participant contributions at end of year2015-12-31$74,694,000
Participant contributions at beginning of year2015-12-31$75,359,000
Assets. Other investments not covered elsewhere at end of year2015-12-31$310,000
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$602,595,000
Other income not declared elsewhere2015-12-31$-343,813,000
Administrative expenses (other) incurred2015-12-31$4,838,000
Value of net income/loss2015-12-31$-335,491,000
Value of net assets at end of year (total assets less liabilities)2015-12-31$3,372,355,000
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$3,798,116,000
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
Investment advisory and management fees2015-12-31$5,097,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$990,386,000
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$316,669,000
Interest on participant loans2015-12-31$3,022,000
Interest earned on other investments2015-12-31$19,627,000
Value of interest in common/collective trusts at end of year2015-12-31$1,133,240,000
Value of interest in common/collective trusts at beginning of year2015-12-31$1,201,438,000
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$20,439,000
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$24,542,000
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$24,542,000
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$767,988,000
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$794,228,000
Net investment gain or loss from common/collective trusts2015-12-31$-20,003,000
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
Assets. Invements in employer securities at end of year2015-12-31$385,298,000
Assets. Invements in employer securities at beginning of year2015-12-31$783,285,000
Income. Dividends from common stock2015-12-31$15,611,000
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
2014 : MACYS INC. DEFINED CONTRIBUTION PLANS MASTER TRUST 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets to this plan2014-12-31$239,301,000
Total transfer of assets from this plan2014-12-31$372,784,000
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$348,533,000
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$10,731,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$0
Value of total assets at end of year2014-12-31$3,820,354,000
Value of total assets at beginning of year2014-12-31$3,616,035,000
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$10,731,000
Total interest from all sources2014-12-31$24,087,000
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$14,157,000
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Participant contributions at end of year2014-12-31$75,359,000
Participant contributions at beginning of year2014-12-31$72,065,000
Assets. Other investments not covered elsewhere at end of year2014-12-31$602,595,000
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$550,300,730
Other income not declared elsewhere2014-12-31$152,656,000
Administrative expenses (other) incurred2014-12-31$5,530,000
Value of net income/loss2014-12-31$337,802,000
Value of net assets at end of year (total assets less liabilities)2014-12-31$3,820,354,000
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$3,616,035,000
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
Investment advisory and management fees2014-12-31$5,201,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$316,669,000
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$282,209,231
Interest on participant loans2014-12-31$2,897,000
Interest earned on other investments2014-12-31$21,190,000
Value of interest in common/collective trusts at end of year2014-12-31$1,201,438,000
Value of interest in common/collective trusts at beginning of year2014-12-31$1,135,620,039
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$24,542,000
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$17,461,000
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$17,461,000
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$816,466,000
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$864,921,000
Net investment gain or loss from common/collective trusts2014-12-31$157,633,000
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
Assets. Invements in employer securities at end of year2014-12-31$783,285,000
Assets. Invements in employer securities at beginning of year2014-12-31$693,458,000
Income. Dividends from common stock2014-12-31$14,157,000
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
2013 : MACYS INC. DEFINED CONTRIBUTION PLANS MASTER TRUST 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets to this plan2013-12-31$210,152,000
Total transfer of assets from this plan2013-12-31$277,249,000
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$607,495,000
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$9,425,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$0
Value of total assets at end of year2013-12-31$3,616,035,000
Value of total assets at beginning of year2013-12-31$3,085,062,000
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$9,425,000
Total interest from all sources2013-12-31$26,882,000
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$12,450,000
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Participant contributions at end of year2013-12-31$72,065,000
Participant contributions at beginning of year2013-12-31$66,380,000
Assets. Other investments not covered elsewhere at end of year2013-12-31$550,300,730
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$431,839,531
Other income not declared elsewhere2013-12-31$196,466,000
Administrative expenses (other) incurred2013-12-31$4,294,000
Value of net income/loss2013-12-31$598,070,000
Value of net assets at end of year (total assets less liabilities)2013-12-31$3,616,035,000
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$3,085,062,000
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
Investment advisory and management fees2013-12-31$5,131,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$282,209,231
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$243,124,296
Interest on participant loans2013-12-31$2,725,000
Interest earned on other investments2013-12-31$24,157,000
Value of interest in common/collective trusts at end of year2013-12-31$1,135,620,039
Value of interest in common/collective trusts at beginning of year2013-12-31$866,030,173
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$17,461,000
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$22,665,000
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$22,665,000
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$864,921,000
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$898,201,000
Net investment gain or loss from common/collective trusts2013-12-31$371,697,000
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
Assets. Invements in employer securities at end of year2013-12-31$693,458,000
Assets. Invements in employer securities at beginning of year2013-12-31$556,822,000
Income. Dividends from common stock2013-12-31$12,450,000
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
2012 : MACYS INC. DEFINED CONTRIBUTION PLANS MASTER TRUST 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total transfer of assets to this plan2012-12-31$196,445,000
Total transfer of assets from this plan2012-12-31$287,238,000
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$360,972,000
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$10,646,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$0
Value of total assets at end of year2012-12-31$3,085,062,000
Value of total assets at beginning of year2012-12-31$2,825,529,000
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$10,646,000
Total interest from all sources2012-12-31$31,878,000
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$10,572,000
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Participant contributions at end of year2012-12-31$66,380,000
Participant contributions at beginning of year2012-12-31$63,080,000
Assets. Other investments not covered elsewhere at end of year2012-12-31$431,839,531
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$198,815,011
Other income not declared elsewhere2012-12-31$105,915,000
Administrative expenses (other) incurred2012-12-31$5,604,000
Value of net income/loss2012-12-31$350,326,000
Value of net assets at end of year (total assets less liabilities)2012-12-31$3,085,062,000
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$2,825,529,000
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
Investment advisory and management fees2012-12-31$5,042,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$243,124,296
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$353,470,367
Interest on participant loans2012-12-31$2,621,000
Interest earned on other investments2012-12-31$29,257,000
Value of interest in common/collective trusts at end of year2012-12-31$866,030,173
Value of interest in common/collective trusts at beginning of year2012-12-31$784,025,622
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$22,665,000
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$17,043,000
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$17,043,000
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$898,201,000
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$904,494,000
Net investment gain or loss from common/collective trusts2012-12-31$212,607,000
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Assets. Invements in employer securities at end of year2012-12-31$556,822,000
Assets. Invements in employer securities at beginning of year2012-12-31$504,601,000
Income. Dividends from common stock2012-12-31$10,572,000
Did the plan have assets held for investment2012-12-31Yes
2011 : MACYS INC. DEFINED CONTRIBUTION PLANS MASTER TRUST 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total transfer of assets to this plan2011-12-31$181,919,000
Total transfer of assets from this plan2011-12-31$262,484,000
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$144,275,000
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$10,028,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$0
Value of total assets at end of year2011-12-31$2,825,529,000
Value of total assets at beginning of year2011-12-31$2,771,847,000
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$10,028,000
Total interest from all sources2011-12-31$32,282,000
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$4,963,000
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Participant contributions at end of year2011-12-31$63,080,000
Participant contributions at beginning of year2011-12-31$59,376,000
Assets. Other investments not covered elsewhere at end of year2011-12-31$198,815,011
Other income not declared elsewhere2011-12-31$110,747,000
Administrative expenses (other) incurred2011-12-31$5,250,000
Value of net income/loss2011-12-31$134,247,000
Value of net assets at end of year (total assets less liabilities)2011-12-31$2,825,529,000
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$2,771,847,000
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
Investment advisory and management fees2011-12-31$4,778,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$353,470,367
Interest on participant loans2011-12-31$2,711,000
Interest earned on other investments2011-12-31$29,571,000
Value of interest in common/collective trusts at end of year2011-12-31$784,025,622
Value of interest in common/collective trusts at beginning of year2011-12-31$1,366,156,000
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$17,043,000
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$11,488,000
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$11,488,000
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$904,494,000
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$899,284,000
Net investment gain or loss from common/collective trusts2011-12-31$-3,717,000
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
Assets. Invements in employer securities at end of year2011-12-31$504,601,000
Assets. Invements in employer securities at beginning of year2011-12-31$435,543,000
Income. Dividends from common stock2011-12-31$4,963,000
Did the plan have assets held for investment2011-12-31Yes
2010 : MACYS INC. DEFINED CONTRIBUTION PLANS MASTER TRUST 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$574,758,000
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$285,198,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$275,765,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$177,073,000
Value of total assets at end of year2010-12-31$2,771,847,000
Value of total assets at beginning of year2010-12-31$2,482,287,000
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$9,433,000
Total interest from all sources2010-12-31$34,007,000
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$3,670,000
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$169,953,000
Participant contributions at end of year2010-12-31$59,376,000
Participant contributions at beginning of year2010-12-31$55,061,000
Other income not declared elsewhere2010-12-31$155,492,000
Administrative expenses (other) incurred2010-12-31$5,203,000
Total non interest bearing cash at end of year2010-12-31$0
Total non interest bearing cash at beginning of year2010-12-31$1,000
Value of net income/loss2010-12-31$289,560,000
Value of net assets at end of year (total assets less liabilities)2010-12-31$2,771,847,000
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$2,482,287,000
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$4,230,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$27,640,000
Interest on participant loans2010-12-31$2,649,000
Interest earned on other investments2010-12-31$31,358,000
Value of interest in common/collective trusts at end of year2010-12-31$1,366,156,000
Value of interest in common/collective trusts at beginning of year2010-12-31$1,158,348,000
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$11,488,000
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$21,013,000
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$21,013,000
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$899,284,000
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$903,320,000
Net investment gain or loss from common/collective trusts2010-12-31$204,516,000
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Assets. Invements in employer securities at end of year2010-12-31$435,543,000
Assets. Invements in employer securities at beginning of year2010-12-31$316,904,000
Contributions received in cash from employer2010-12-31$7,120,000
Income. Dividends from common stock2010-12-31$3,670,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$275,765,000
Did the plan have assets held for investment2010-12-31Yes

Form 5500 Responses for MACYS INC. DEFINED CONTRIBUTION PLANS MASTER TRUST

2023: MACYS INC. DEFINED CONTRIBUTION PLANS MASTER TRUST 2023 form 5500 responses
2023-01-01Type of plan entityDFE (Diect Filing Entity)
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2022: MACYS INC. DEFINED CONTRIBUTION PLANS MASTER TRUST 2022 form 5500 responses
2022-01-01Type of plan entityDFE (Diect Filing Entity)
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
2021: MACYS INC. DEFINED CONTRIBUTION PLANS MASTER TRUST 2021 form 5500 responses
2021-01-01Type of plan entityDFE (Diect Filing Entity)
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
2020: MACYS INC. DEFINED CONTRIBUTION PLANS MASTER TRUST 2020 form 5500 responses
2020-01-01Type of plan entityDFE (Diect Filing Entity)
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
2019: MACYS INC. DEFINED CONTRIBUTION PLANS MASTER TRUST 2019 form 5500 responses
2019-01-01Type of plan entityDFE (Diect Filing Entity)
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
2018: MACYS INC. DEFINED CONTRIBUTION PLANS MASTER TRUST 2018 form 5500 responses
2018-01-01Type of plan entityDFE (Diect Filing Entity)
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
2017: MACYS INC. DEFINED CONTRIBUTION PLANS MASTER TRUST 2017 form 5500 responses
2017-01-01Type of plan entityDFE (Diect Filing Entity)
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
2016: MACYS INC. DEFINED CONTRIBUTION PLANS MASTER TRUST 2016 form 5500 responses
2016-01-01Type of plan entityDFE (Diect Filing Entity)
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
2015: MACYS INC. DEFINED CONTRIBUTION PLANS MASTER TRUST 2015 form 5500 responses
2015-01-01Type of plan entityDFE (Diect Filing Entity)
2015-01-01Submission has been amendedYes
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
2014: MACYS INC. DEFINED CONTRIBUTION PLANS MASTER TRUST 2014 form 5500 responses
2014-01-01Type of plan entityDFE (Diect Filing Entity)
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
2013: MACYS INC. DEFINED CONTRIBUTION PLANS MASTER TRUST 2013 form 5500 responses
2013-01-01Type of plan entityDFE (Diect Filing Entity)
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
2012: MACYS INC. DEFINED CONTRIBUTION PLANS MASTER TRUST 2012 form 5500 responses
2012-01-01Type of plan entityDFE (Diect Filing Entity)
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
2011: MACYS INC. DEFINED CONTRIBUTION PLANS MASTER TRUST 2011 form 5500 responses
2011-01-01Type of plan entityDFE (Diect Filing Entity)
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
2010: MACYS INC. DEFINED CONTRIBUTION PLANS MASTER TRUST 2010 form 5500 responses
2010-01-01Type of plan entityDFE (Diect Filing Entity)
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2009: MACYS INC. DEFINED CONTRIBUTION PLANS MASTER TRUST 2009 form 5500 responses
2009-01-01Type of plan entityDFE (Diect Filing Entity)
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number060128
Policy instance 4
Insurance contract or identification number060128
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number062334
Policy instance 3
Insurance contract or identification number062334
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number32632
Policy instance 2
Insurance contract or identification number32632
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CONNECTICUT GENERAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberBVW0012G
Policy instance 1
Insurance contract or identification numberBVW0012G
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CONNECTICUT GENERAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberBVW0012G
Policy instance 1
Insurance contract or identification numberBVW0012G
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number32632
Policy instance 2
Insurance contract or identification number32632
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number062334
Policy instance 3
Insurance contract or identification number062334
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number060128
Policy instance 4
Insurance contract or identification number060128
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CONNECTICUT GENERAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberBVW0012G
Policy instance 1
Insurance contract or identification numberBVW0012G
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number32632
Policy instance 2
Insurance contract or identification number32632
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number062334
Policy instance 3
Insurance contract or identification number062334
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number60128
Policy instance 4
Insurance contract or identification number60128
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number60128
Policy instance 4
Insurance contract or identification number60128
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number062334
Policy instance 3
Insurance contract or identification number062334
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number32632
Policy instance 2
Insurance contract or identification number32632
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CONNECTICUT GENERAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberBVW0012G
Policy instance 1
Insurance contract or identification numberBVW0012G
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number062334
Policy instance 3
Insurance contract or identification number062334
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number60128
Policy instance 4
Insurance contract or identification number60128
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CONNECTICUT GENERAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberBVW0012G
Policy instance 1
Insurance contract or identification numberBVW0012G
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number32632
Policy instance 2
Insurance contract or identification number32632
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CONNECTICUT GENERAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberBVW0012G
Policy instance 1
Insurance contract or identification numberBVW0012G
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number062334
Policy instance 3
Insurance contract or identification number062334
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number60128
Policy instance 4
Insurance contract or identification number60128
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number32632
Policy instance 2
Insurance contract or identification number32632
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number60128
Policy instance 4
Insurance contract or identification number60128
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number062334
Policy instance 3
Insurance contract or identification number062334
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number32632
Policy instance 2
Insurance contract or identification number32632
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CONNECTICUT GENERAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberBVW0012G
Policy instance 1
Insurance contract or identification numberBVW0012G
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number062334
Policy instance 2
Insurance contract or identification number062334
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MONUMENTAL LIFE (National Association of Insurance Commissioners NAIC id number: 66281 )
Policy contract numberMDA01036TR
Policy instance 3
Insurance contract or identification numberMDA01036TR
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number60128
Policy instance 4
Insurance contract or identification number60128
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number32632
Policy instance 1
Insurance contract or identification number32632
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number60128
Policy instance 1
Insurance contract or identification number60128
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MONUMENTAL LIFE (National Association of Insurance Commissioners NAIC id number: 66281 )
Policy contract numberMDA01036TR
Policy instance 2
Insurance contract or identification numberMDA01036TR
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number32632
Policy instance 3
Insurance contract or identification number32632
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number062334
Policy instance 4
Insurance contract or identification number062334
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number062334
Policy instance 4
Insurance contract or identification number062334
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number60128
Policy instance 1
Insurance contract or identification number60128
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MONUMENTAL LIFE (National Association of Insurance Commissioners NAIC id number: 66281 )
Policy contract numberMDA01036TR
Policy instance 2
Insurance contract or identification numberMDA01036TR
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number32632
Policy instance 3
Insurance contract or identification number32632
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MONUMENTAL LIFE (National Association of Insurance Commissioners NAIC id number: 66281 )
Policy contract numberMDA01036TR
Policy instance 2
Insurance contract or identification numberMDA01036TR
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number60128
Policy instance 1
Insurance contract or identification number60128
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number60128
Policy instance 1
Insurance contract or identification number60128
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
MONUMENTAL LIFE (National Association of Insurance Commissioners NAIC id number: 66281 )
Policy contract numberMDA01036TR
Policy instance 2
Insurance contract or identification numberMDA01036TR
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
MONUMENTAL LIFE (National Association of Insurance Commissioners NAIC id number: 66281 )
Policy contract numberMDA00648TR
Policy instance 1
Insurance contract or identification numberMDA00648TR
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
MONUMENTAL LIFE (National Association of Insurance Commissioners NAIC id number: 66281 )
Policy contract numberMDA01036TR
Policy instance 3
Insurance contract or identification numberMDA01036TR
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number60128
Policy instance 2
Insurance contract or identification number60128
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No

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