?>
Logo

MONY LIFE RETIREMENT INCOME SECURITY PLAN FOR EMPLOYEES 401k Plan overview

Plan NameMONY LIFE RETIREMENT INCOME SECURITY PLAN FOR EMPLOYEES
Plan identification number 001

MONY LIFE RETIREMENT INCOME SECURITY PLAN FOR EMPLOYEES Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
  • Code section 414(k) arrangement - Benefits are based partly on the balance of the separate account of the participant (also include appropriate defined contribution pension feature codes).
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).
  • U.S.-based plan that covers residents of Puerto Rico and is qualified under both Code section 401 and section 1165 of the Puerto Rico Code.

401k Sponsoring company profile

EQUITABLE HOLDINGS, INC has sponsored the creation of one or more 401k plans.

Company Name:EQUITABLE HOLDINGS, INC
Employer identification number (EIN):133623351
NAIC Classification:524290

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MONY LIFE RETIREMENT INCOME SECURITY PLAN FOR EMPLOYEES

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-01-01SHEILA LABITA2022-10-13 BARBARA LENKIEWICZ2022-10-13
0012020-01-01SHEILA LABITA2021-10-14 BARBARA LENKIEWICZ2021-10-14
0012019-01-01SHEILA LABITA2020-10-07 BARBARA LENKIEWICZ2020-10-07
0012018-01-01SHEILA LABITA2019-10-15 BARBARA LENKIEWICZ2019-10-15
0012017-01-01
0012016-01-01SHEILA LABITA BARBARA LENKIEWICZ2017-10-16
0012015-01-01SHEILA LABITA BARBARA LENKIEWICZ2016-10-13
0012014-01-01SHEILA LABITA BARBARA LENKIEWICZ2015-10-15
0012013-01-01FILED WITH AUTHORIZED SIGNATURE

Plan Statistics for MONY LIFE RETIREMENT INCOME SECURITY PLAN FOR EMPLOYEES

401k plan membership statisitcs for MONY LIFE RETIREMENT INCOME SECURITY PLAN FOR EMPLOYEES

Measure Date Value
2021: MONY LIFE RETIREMENT INCOME SECURITY PLAN FOR EMPLOYEES 2021 401k membership
Market value of plan assets2021-12-31268,244,714
Acturial value of plan assets2021-12-31244,705,048
Funding target for retired participants and beneficiaries receiving payment2021-12-3163,685,424
Number of terminated vested participants2021-12-312,054
Fundng target for terminated vested participants2021-12-3186,054,810
Active participant vested funding target2021-12-3140,602,507
Number of active participants2021-12-31255
Total funding liabilities for active participants2021-12-3141,093,614
Total participant count2021-12-312,686
Total funding target for all participants2021-12-31190,833,848
Balance at beginning of prior year after applicable adjustments2021-12-310
Prefunding balance at beginning of prior year after applicable adjustments2021-12-3176,714,670
Prefunding balanced used to offset prior years funding requirement2021-12-317,776,903
Amount remaining of carryover balance2021-12-310
Amount remaining of prefunding balance2021-12-3168,937,767
Present value of excess contributions2021-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-310
Reductions in caryover balances due to elections or deemed elections2021-12-310
Reductions in prefunding balances due to elections or deemed elections2021-12-310
Balance of carryovers at beginning of current year2021-12-310
Balance of prefunding at beginning of current year2021-12-3177,865,208
Total employer contributions2021-12-310
Total employee contributions2021-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-310
Contributions made to avoid restrictions adjusted to valuation date2021-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-310
Liquidity shortfalls end of Q12021-12-310
Liquidity shortfalls end of Q22021-12-310
Liquidity shortfalls end of Q32021-12-310
Liquidity shortfalls end of Q42021-12-310
Unpaid minimum required contributions for all prior years2021-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-31973,170
Net shortfall amortization installment of oustanding balance2021-12-3123,994,008
Total funding amount beforereflecting carryover/prefunding balances2021-12-313,210,409
Carryover balance elected to use to offset funding requirement2021-12-310
Prefunding balance elected to use to offset funding requirement2021-12-313,888,452
Additional cash requirement2021-12-310
Contributions allocatedtoward minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
Total participants, beginning-of-year2021-01-012,686
Total number of active participants reported on line 7a of the Form 55002021-01-01215
Number of retired or separated participants receiving benefits2021-01-01308
Number of other retired or separated participants entitled to future benefits2021-01-011,914
Total of all active and inactive participants2021-01-012,437
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-01109
Total participants2021-01-012,546
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: MONY LIFE RETIREMENT INCOME SECURITY PLAN FOR EMPLOYEES 2020 401k membership
Market value of plan assets2020-12-31259,579,255
Acturial value of plan assets2020-12-31245,572,121
Funding target for retired participants and beneficiaries receiving payment2020-12-3162,133,945
Number of terminated vested participants2020-12-312,190
Fundng target for terminated vested participants2020-12-3192,183,739
Active participant vested funding target2020-12-3148,515,296
Number of active participants2020-12-31287
Total funding liabilities for active participants2020-12-3149,125,041
Total participant count2020-12-312,824
Total funding target for all participants2020-12-31203,442,725
Balance at beginning of prior year after applicable adjustments2020-12-310
Prefunding balance at beginning of prior year after applicable adjustments2020-12-3173,434,807
Prefunding balanced used to offset prior years funding requirement2020-12-3110,697,916
Amount remaining of carryover balance2020-12-310
Amount remaining of prefunding balance2020-12-3162,736,891
Present value of excess contributions2020-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-310
Reductions in caryover balances due to elections or deemed elections2020-12-310
Reductions in prefunding balances due to elections or deemed elections2020-12-310
Balance of carryovers at beginning of current year2020-12-310
Balance of prefunding at beginning of current year2020-12-3176,714,670
Total employer contributions2020-12-310
Total employee contributions2020-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-310
Contributions made to avoid restrictions adjusted to valuation date2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-310
Liquidity shortfalls end of Q12020-12-310
Liquidity shortfalls end of Q22020-12-310
Liquidity shortfalls end of Q32020-12-310
Liquidity shortfalls end of Q42020-12-310
Unpaid minimum required contributions for all prior years2020-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-31974,047
Net shortfall amortization installment of oustanding balance2020-12-3134,585,274
Total funding amount beforereflecting carryover/prefunding balances2020-12-317,776,903
Prefunding balance elected to use to offset funding requirement2020-12-317,776,903
Additional cash requirement2020-12-310
Contributions allocatedtoward minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
Total participants, beginning-of-year2020-01-012,824
Total number of active participants reported on line 7a of the Form 55002020-01-01255
Number of retired or separated participants receiving benefits2020-01-01286
Number of other retired or separated participants entitled to future benefits2020-01-012,053
Total of all active and inactive participants2020-01-012,594
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0192
Total participants2020-01-012,686
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: MONY LIFE RETIREMENT INCOME SECURITY PLAN FOR EMPLOYEES 2019 401k membership
Market value of plan assets2019-12-31231,485,465
Acturial value of plan assets2019-12-31241,479,519
Funding target for retired participants and beneficiaries receiving payment2019-12-3154,349,756
Number of terminated vested participants2019-12-312,302
Fundng target for terminated vested participants2019-12-3195,529,205
Active participant vested funding target2019-12-3154,897,717
Number of active participants2019-12-31325
Total funding liabilities for active participants2019-12-3155,580,347
Total participant count2019-12-312,914
Total funding target for all participants2019-12-31205,459,308
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-3179,816,108
Prefunding balanced used to offset prior years funding requirement2019-12-314,078,890
Amount remaining of carryover balance2019-12-310
Amount remaining of prefunding balance2019-12-3175,737,218
Present value of excess contributions2019-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-310
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-310
Balance of carryovers at beginning of current year2019-12-310
Balance of prefunding at beginning of current year2019-12-3173,434,807
Total employer contributions2019-12-310
Total employee contributions2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-310
Liquidity shortfalls end of Q12019-12-310
Liquidity shortfalls end of Q22019-12-310
Liquidity shortfalls end of Q32019-12-310
Liquidity shortfalls end of Q42019-12-310
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-31973,308
Net shortfall amortization installment of oustanding balance2019-12-3137,414,596
Total funding amount beforereflecting carryover/prefunding balances2019-12-3110,697,916
Prefunding balance elected to use to offset funding requirement2019-12-3110,697,916
Additional cash requirement2019-12-310
Contributions allocatedtoward minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
Total participants, beginning-of-year2019-01-012,914
Total number of active participants reported on line 7a of the Form 55002019-01-01287
Number of retired or separated participants receiving benefits2019-01-01259
Number of other retired or separated participants entitled to future benefits2019-01-012,187
Total of all active and inactive participants2019-01-012,733
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0191
Total participants2019-01-012,824
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: MONY LIFE RETIREMENT INCOME SECURITY PLAN FOR EMPLOYEES 2018 401k membership
Market value of plan assets2018-12-31392,640,587
Acturial value of plan assets2018-12-31371,147,088
Funding target for retired participants and beneficiaries receiving payment2018-12-31158,199,753
Number of terminated vested participants2018-12-312,395
Fundng target for terminated vested participants2018-12-3195,076,622
Active participant vested funding target2018-12-3162,785,245
Number of active participants2018-12-31365
Total funding liabilities for active participants2018-12-3163,488,095
Total participant count2018-12-314,818
Total funding target for all participants2018-12-31316,764,470
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-3173,874,746
Prefunding balanced used to offset prior years funding requirement2018-12-314,293,970
Amount remaining of carryover balance2018-12-310
Amount remaining of prefunding balance2018-12-3169,580,776
Present value of excess contributions2018-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-310
Balance of carryovers at beginning of current year2018-12-310
Balance of prefunding at beginning of current year2018-12-3179,816,108
Total employer contributions2018-12-310
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-310
Liquidity shortfalls end of Q12018-12-310
Liquidity shortfalls end of Q22018-12-310
Liquidity shortfalls end of Q32018-12-310
Liquidity shortfalls end of Q42018-12-310
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-31972,755
Net shortfall amortization installment of oustanding balance2018-12-3125,433,490
Total funding amount beforereflecting carryover/prefunding balances2018-12-314,078,890
Prefunding balance elected to use to offset funding requirement2018-12-314,078,890
Additional cash requirement2018-12-310
Contributions allocatedtoward minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-014,818
Total number of active participants reported on line 7a of the Form 55002018-01-01325
Number of retired or separated participants receiving benefits2018-01-01198
Number of other retired or separated participants entitled to future benefits2018-01-012,305
Total of all active and inactive participants2018-01-012,828
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0186
Total participants2018-01-012,914
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: MONY LIFE RETIREMENT INCOME SECURITY PLAN FOR EMPLOYEES 2017 401k membership
Market value of plan assets2017-12-31369,104,952
Acturial value of plan assets2017-12-31373,726,765
Funding target for retired participants and beneficiaries receiving payment2017-12-31148,866,957
Number of terminated vested participants2017-12-312,521
Fundng target for terminated vested participants2017-12-3194,402,481
Active participant vested funding target2017-12-3165,073,292
Number of active participants2017-12-31397
Total funding liabilities for active participants2017-12-3165,814,560
Total participant count2017-12-314,960
Total funding target for all participants2017-12-31309,083,998
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-3175,314,401
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-317,126,524
Amount remaining of carryover balance2017-12-310
Amount remaining of prefunding balance2017-12-3168,187,877
Present value of excess contributions2017-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-310
Balance of carryovers at beginning of current year2017-12-310
Balance of prefunding at beginning of current year2017-12-3173,874,746
Total employer contributions2017-12-310
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-310
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-31971,882
Net shortfall amortization installment of oustanding balance2017-12-319,231,979
Total funding amount beforereflecting carryover/prefunding balances2017-12-314,293,970
Prefunding balance elected to use to offset funding requirement2017-12-314,293,970
Additional cash requirement2017-12-310
Contributions allocatedtoward minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-014,960
Total number of active participants reported on line 7a of the Form 55002017-01-01365
Number of retired or separated participants receiving benefits2017-01-011,375
Number of other retired or separated participants entitled to future benefits2017-01-012,828
Total of all active and inactive participants2017-01-014,568
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-01250
Total participants2017-01-014,818
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: MONY LIFE RETIREMENT INCOME SECURITY PLAN FOR EMPLOYEES 2016 401k membership
Market value of plan assets2016-12-31365,404,892
Acturial value of plan assets2016-12-31373,972,351
Funding target for retired participants and beneficiaries receiving payment2016-12-31146,518,425
Number of terminated vested participants2016-12-312,677
Fundng target for terminated vested participants2016-12-3192,702,995
Active participant vested funding target2016-12-3167,854,946
Number of active participants2016-12-31423
Total funding liabilities for active participants2016-12-3168,455,357
Total participant count2016-12-315,163
Total funding target for all participants2016-12-31307,676,777
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-3189,348,950
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-3114,011,948
Amount remaining of carryover balance2016-12-310
Amount remaining of prefunding balance2016-12-3175,337,002
Present value of excess contributions2016-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-310
Reductions in caryover balances due to elections or deemed elections2016-12-310
Reductions in prefunding balances due to elections or deemed elections2016-12-310
Balance of carryovers at beginning of current year2016-12-310
Balance of prefunding at beginning of current year2016-12-3175,314,401
Total employer contributions2016-12-310
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-310
Liquidity shortfalls end of Q12016-12-310
Liquidity shortfalls end of Q22016-12-310
Liquidity shortfalls end of Q32016-12-310
Liquidity shortfalls end of Q42016-12-310
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-311,942,022
Net shortfall amortization installment of oustanding balance2016-12-319,018,827
Total funding amount beforereflecting carryover/prefunding balances2016-12-317,126,524
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-317,126,524
Additional cash requirement2016-12-310
Contributions allocatedtoward minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-015,163
Total number of active participants reported on line 7a of the Form 55002016-01-01397
Number of retired or separated participants receiving benefits2016-01-011,363
Number of other retired or separated participants entitled to future benefits2016-01-012,976
Total of all active and inactive participants2016-01-014,736
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-01224
Total participants2016-01-014,960
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: MONY LIFE RETIREMENT INCOME SECURITY PLAN FOR EMPLOYEES 2015 401k membership
Total participants, beginning-of-year2015-01-015,356
Total number of active participants reported on line 7a of the Form 55002015-01-01423
Number of retired or separated participants receiving benefits2015-01-011,378
Number of other retired or separated participants entitled to future benefits2015-01-013,145
Total of all active and inactive participants2015-01-014,946
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-01217
Total participants2015-01-015,163
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: MONY LIFE RETIREMENT INCOME SECURITY PLAN FOR EMPLOYEES 2014 401k membership
Total participants, beginning-of-year2014-01-015,058
Total number of active participants reported on line 7a of the Form 55002014-01-01495
Number of retired or separated participants receiving benefits2014-01-011,304
Number of other retired or separated participants entitled to future benefits2014-01-012,862
Total of all active and inactive participants2014-01-014,661
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-01311
Total participants2014-01-014,972
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: MONY LIFE RETIREMENT INCOME SECURITY PLAN FOR EMPLOYEES 2013 401k membership
Total participants, beginning-of-year2013-01-015,414
Total number of active participants reported on line 7a of the Form 55002013-01-01537
Number of retired or separated participants receiving benefits2013-01-011,335
Number of other retired or separated participants entitled to future benefits2013-01-012,876
Total of all active and inactive participants2013-01-014,748
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-01310
Total participants2013-01-015,058
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010

Financial Data on MONY LIFE RETIREMENT INCOME SECURITY PLAN FOR EMPLOYEES

Measure Date Value
2021 : MONY LIFE RETIREMENT INCOME SECURITY PLAN FOR EMPLOYEES 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$18,529,659
Total unrealized appreciation/depreciation of assets2021-12-31$18,529,659
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$860,536
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$549,904
Total income from all sources (including contributions)2021-12-31$35,778,920
Total loss/gain on sale of assets2021-12-31$9,513,080
Total of all expenses incurred2021-12-31$33,012,638
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$30,493,370
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$284,638,954
Value of total assets at beginning of year2021-12-31$281,562,040
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$2,519,268
Total interest from all sources2021-12-31$7,736,181
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Administrative expenses professional fees incurred2021-12-31$555,038
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$25,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Assets. Other investments not covered elsewhere at end of year2021-12-31$60,181,754
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$55,864,247
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$1,786,756
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$203,037
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$325,617
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$7,679
Administrative expenses (other) incurred2021-12-31$495,053
Liabilities. Value of operating payables at end of year2021-12-31$534,919
Liabilities. Value of operating payables at beginning of year2021-12-31$542,225
Total non interest bearing cash at end of year2021-12-31$3,663,656
Total non interest bearing cash at beginning of year2021-12-31$2,747,539
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$2,766,282
Value of net assets at end of year (total assets less liabilities)2021-12-31$283,778,418
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$281,012,136
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$1,469,177
Interest earned on other investments2021-12-31$7,736,181
Value of interest in common/collective trusts at end of year2021-12-31$99,381,442
Value of interest in common/collective trusts at beginning of year2021-12-31$97,698,790
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$3,100,764
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$4,002,740
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$4,002,740
Asset value of US Government securities at end of year2021-12-31$51,342,172
Asset value of US Government securities at beginning of year2021-12-31$46,191,466
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$30,493,370
Asset. Corporate debt instrument preferred debt at end of year2021-12-31$13,358,523
Asset. Corporate debt instrument preferred debt at beginning of year2021-12-31$17,543,120
Asset. Corporate debt instrument debt (other) at end of year2021-12-31$51,823,887
Asset. Corporate debt instrument debt (other) at beginning of year2021-12-31$57,311,101
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Aggregate proceeds on sale of assets2021-12-31$9,513,080
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31PRICEWATERHOUSECOOPERS LLP
Accountancy firm EIN2021-12-31134008324
2020 : MONY LIFE RETIREMENT INCOME SECURITY PLAN FOR EMPLOYEES 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$10,730,020
Total unrealized appreciation/depreciation of assets2020-12-31$10,730,020
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$549,904
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$1,467,239
Total income from all sources (including contributions)2020-12-31$26,181,745
Total loss/gain on sale of assets2020-12-31$8,421,193
Total of all expenses incurred2020-12-31$25,031,918
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$22,629,295
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$281,562,040
Value of total assets at beginning of year2020-12-31$281,329,548
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$2,402,623
Total interest from all sources2020-12-31$6,623,324
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$383,323
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$528,288
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$25,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Assets. Other investments not covered elsewhere at end of year2020-12-31$55,864,247
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$55,043,553
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$203,037
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$1,513,753
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$7,679
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$445,729
Administrative expenses (other) incurred2020-12-31$364,868
Liabilities. Value of operating payables at end of year2020-12-31$542,225
Liabilities. Value of operating payables at beginning of year2020-12-31$1,021,510
Total non interest bearing cash at end of year2020-12-31$2,747,539
Total non interest bearing cash at beginning of year2020-12-31$5,266,296
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$1,149,827
Value of net assets at end of year (total assets less liabilities)2020-12-31$281,012,136
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$279,862,309
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$1,509,467
Value of interest in pooled separate accounts at end of year2020-12-31$0
Value of interest in pooled separate accounts at beginning of year2020-12-31$906,200
Interest earned on other investments2020-12-31$103,052
Income. Interest from US Government securities2020-12-31$45,294
Income. Interest from corporate debt instruments2020-12-31$6,474,978
Value of interest in common/collective trusts at end of year2020-12-31$97,698,790
Value of interest in common/collective trusts at beginning of year2020-12-31$96,529,656
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$4,002,740
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$18,812
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$18,812
Asset value of US Government securities at end of year2020-12-31$46,191,466
Asset value of US Government securities at beginning of year2020-12-31$52,484,754
Net investment gain/loss from pooled separate accounts2020-12-31$23,885
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Income. Dividends from common stock2020-12-31$383,323
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$22,629,295
Asset. Corporate debt instrument preferred debt at end of year2020-12-31$17,543,120
Asset. Corporate debt instrument preferred debt at beginning of year2020-12-31$15,615,321
Asset. Corporate debt instrument debt (other) at end of year2020-12-31$57,311,101
Asset. Corporate debt instrument debt (other) at beginning of year2020-12-31$53,951,203
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$8,421,193
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31PRICEWATERHOUSECOOPERS LLP
Accountancy firm EIN2020-12-31134008324
2019 : MONY LIFE RETIREMENT INCOME SECURITY PLAN FOR EMPLOYEES 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$18,464,312
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$18,464,312
Total unrealized appreciation/depreciation of assets2019-12-31$18,464,312
Total unrealized appreciation/depreciation of assets2019-12-31$18,464,312
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$1,467,239
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$1,467,239
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$2,237,623
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$2,237,623
Total income from all sources (including contributions)2019-12-31$51,906,883
Total income from all sources (including contributions)2019-12-31$51,906,883
Total loss/gain on sale of assets2019-12-31$25,227,401
Total loss/gain on sale of assets2019-12-31$25,227,401
Total of all expenses incurred2019-12-31$22,017,143
Total of all expenses incurred2019-12-31$22,017,143
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$20,317,650
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$20,317,650
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$281,329,548
Value of total assets at end of year2019-12-31$281,329,548
Value of total assets at beginning of year2019-12-31$252,210,192
Value of total assets at beginning of year2019-12-31$252,210,192
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$1,699,493
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$1,699,493
Total interest from all sources2019-12-31$4,768,740
Total interest from all sources2019-12-31$4,768,740
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$2,413,174
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$2,413,174
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$643,355
Administrative expenses professional fees incurred2019-12-31$643,355
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$25,000,000
Value of fidelity bond cover2019-12-31$25,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Assets. Other investments not covered elsewhere at end of year2019-12-31$55,043,553
Assets. Other investments not covered elsewhere at end of year2019-12-31$55,043,553
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$70,915,293
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$70,915,293
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$1,513,753
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$1,513,753
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$2,637,053
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$2,637,053
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$445,729
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$445,729
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$623,189
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$623,189
Other income not declared elsewhere2019-12-31$1,007,522
Other income not declared elsewhere2019-12-31$1,007,522
Administrative expenses (other) incurred2019-12-31$321,202
Administrative expenses (other) incurred2019-12-31$321,202
Liabilities. Value of operating payables at end of year2019-12-31$1,021,510
Liabilities. Value of operating payables at end of year2019-12-31$1,021,510
Liabilities. Value of operating payables at beginning of year2019-12-31$1,614,434
Liabilities. Value of operating payables at beginning of year2019-12-31$1,614,434
Total non interest bearing cash at end of year2019-12-31$5,266,296
Total non interest bearing cash at end of year2019-12-31$5,266,296
Total non interest bearing cash at beginning of year2019-12-31$4,587,373
Total non interest bearing cash at beginning of year2019-12-31$4,587,373
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$29,889,740
Value of net income/loss2019-12-31$29,889,740
Value of net assets at end of year (total assets less liabilities)2019-12-31$279,862,309
Value of net assets at end of year (total assets less liabilities)2019-12-31$279,862,309
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$249,972,569
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$249,972,569
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$734,936
Investment advisory and management fees2019-12-31$734,936
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$7,689,611
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$7,689,611
Value of interest in pooled separate accounts at end of year2019-12-31$906,200
Value of interest in pooled separate accounts at end of year2019-12-31$906,200
Value of interest in pooled separate accounts at beginning of year2019-12-31$880,466
Value of interest in pooled separate accounts at beginning of year2019-12-31$880,466
Interest earned on other investments2019-12-31$260,937
Interest earned on other investments2019-12-31$260,937
Income. Interest from US Government securities2019-12-31$138,709
Income. Interest from US Government securities2019-12-31$138,709
Income. Interest from corporate debt instruments2019-12-31$4,369,094
Income. Interest from corporate debt instruments2019-12-31$4,369,094
Value of interest in common/collective trusts at end of year2019-12-31$96,529,656
Value of interest in common/collective trusts at end of year2019-12-31$96,529,656
Value of interest in common/collective trusts at beginning of year2019-12-31$0
Value of interest in common/collective trusts at beginning of year2019-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$18,812
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$18,812
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$3,312
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$3,312
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$3,312
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$3,312
Asset value of US Government securities at end of year2019-12-31$52,484,754
Asset value of US Government securities at end of year2019-12-31$52,484,754
Asset value of US Government securities at beginning of year2019-12-31$44,012,679
Asset value of US Government securities at beginning of year2019-12-31$44,012,679
Net investment gain/loss from pooled separate accounts2019-12-31$25,734
Net investment gain/loss from pooled separate accounts2019-12-31$25,734
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Income. Dividends from common stock2019-12-31$2,413,174
Income. Dividends from common stock2019-12-31$2,413,174
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$20,317,650
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$20,317,650
Asset. Corporate debt instrument preferred debt at end of year2019-12-31$15,615,321
Asset. Corporate debt instrument preferred debt at end of year2019-12-31$15,615,321
Asset. Corporate debt instrument preferred debt at beginning of year2019-12-31$13,330,448
Asset. Corporate debt instrument preferred debt at beginning of year2019-12-31$13,330,448
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$53,951,203
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$53,951,203
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$57,366,321
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$57,366,321
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$50,787,636
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$50,787,636
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$25,227,401
Aggregate proceeds on sale of assets2019-12-31$25,227,401
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31PRICEWATERHOUSECOOPERS LLP
Accountancy firm name2019-12-31PRICEWATERHOUSECOOPERS LLP
Accountancy firm EIN2019-12-31134008324
Accountancy firm EIN2019-12-31134008324
2018 : MONY LIFE RETIREMENT INCOME SECURITY PLAN FOR EMPLOYEES 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-45,206,744
Total unrealized appreciation/depreciation of assets2018-12-31$-45,206,744
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$2,237,623
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$28,748,580
Total income from all sources (including contributions)2018-12-31$-10,918,475
Total loss/gain on sale of assets2018-12-31$25,657,760
Total of all expenses incurred2018-12-31$152,554,080
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$150,281,153
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$252,210,192
Value of total assets at beginning of year2018-12-31$442,193,704
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$2,272,927
Total interest from all sources2018-12-31$5,265,705
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$3,332,420
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$625,850
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$25,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Assets. Other investments not covered elsewhere at end of year2018-12-31$70,915,293
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$72,404,331
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$126,128,740
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$2,637,053
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$2,582,318
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$623,189
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$27,286,730
Administrative expenses (other) incurred2018-12-31$938,878
Liabilities. Value of operating payables at end of year2018-12-31$1,614,434
Liabilities. Value of operating payables at beginning of year2018-12-31$1,461,850
Total non interest bearing cash at end of year2018-12-31$4,587,373
Total non interest bearing cash at beginning of year2018-12-31$2,103,924
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-163,472,555
Value of net assets at end of year (total assets less liabilities)2018-12-31$249,972,569
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$413,445,124
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$503,102
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$7,689,611
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$43,699,914
Value of interest in pooled separate accounts at end of year2018-12-31$880,466
Value of interest in pooled separate accounts at beginning of year2018-12-31$848,082
Interest earned on other investments2018-12-31$310,617
Income. Interest from US Government securities2018-12-31$186,144
Income. Interest from corporate debt instruments2018-12-31$4,768,944
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$3,312
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$44,404,478
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$44,404,478
Asset value of US Government securities at end of year2018-12-31$44,012,679
Asset value of US Government securities at beginning of year2018-12-31$65,112,920
Net investment gain/loss from pooled separate accounts2018-12-31$32,384
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Income. Dividends from common stock2018-12-31$3,332,420
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$24,152,413
Asset. Corporate debt instrument preferred debt at end of year2018-12-31$13,330,448
Asset. Corporate debt instrument preferred debt at beginning of year2018-12-31$27,515,217
Asset. Corporate debt instrument debt (other) at end of year2018-12-31$57,366,321
Asset. Corporate debt instrument debt (other) at beginning of year2018-12-31$84,068,324
Contract administrator fees2018-12-31$205,097
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$50,787,636
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$99,454,196
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$25,657,760
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31PRICEWATERHOUSECOOPERS LLP
Accountancy firm EIN2018-12-31134008324
2017 : MONY LIFE RETIREMENT INCOME SECURITY PLAN FOR EMPLOYEES 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$19,815,838
Total unrealized appreciation/depreciation of assets2017-12-31$19,815,838
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$28,748,580
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$953,048
Total income from all sources (including contributions)2017-12-31$52,488,512
Total loss/gain on sale of assets2017-12-31$21,204,406
Total of all expenses incurred2017-12-31$30,128,814
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$27,678,852
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$442,193,704
Value of total assets at beginning of year2017-12-31$392,038,474
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$2,449,962
Total interest from all sources2017-12-31$6,725,995
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$4,723,960
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$839,098
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$25,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Assets. Other investments not covered elsewhere at end of year2017-12-31$72,404,331
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$23,606,031
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$2,582,318
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$2,469,522
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$27,286,730
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$17,652
Administrative expenses (other) incurred2017-12-31$342,033
Liabilities. Value of operating payables at end of year2017-12-31$1,461,850
Liabilities. Value of operating payables at beginning of year2017-12-31$935,396
Total non interest bearing cash at end of year2017-12-31$2,103,924
Total non interest bearing cash at beginning of year2017-12-31$1,984,774
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$22,359,698
Value of net assets at end of year (total assets less liabilities)2017-12-31$413,445,124
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$391,085,426
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$1,268,831
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$43,699,914
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$45,137,737
Value of interest in pooled separate accounts at end of year2017-12-31$848,082
Value of interest in pooled separate accounts at beginning of year2017-12-31$829,769
Interest earned on other investments2017-12-31$410,814
Income. Interest from US Government securities2017-12-31$214,005
Income. Interest from corporate debt instruments2017-12-31$6,101,176
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$44,404,478
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$3,644
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$3,644
Asset value of US Government securities at end of year2017-12-31$65,112,920
Asset value of US Government securities at beginning of year2017-12-31$46,252,082
Net investment gain/loss from pooled separate accounts2017-12-31$18,313
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Income. Dividends from common stock2017-12-31$4,723,960
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$27,678,852
Asset. Corporate debt instrument preferred debt at end of year2017-12-31$27,515,217
Asset. Corporate debt instrument preferred debt at beginning of year2017-12-31$28,757,060
Asset. Corporate debt instrument debt (other) at end of year2017-12-31$84,068,324
Asset. Corporate debt instrument debt (other) at beginning of year2017-12-31$96,742,956
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$99,454,196
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$146,254,899
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$21,204,406
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31PRICEWATERHOUSECOOPERS LLP
Accountancy firm EIN2017-12-31134008324
2016 : MONY LIFE RETIREMENT INCOME SECURITY PLAN FOR EMPLOYEES 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$-300,245
Total unrealized appreciation/depreciation of assets2016-12-31$-300,245
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$953,048
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$3,013,319
Total income from all sources (including contributions)2016-12-31$31,090,737
Total loss/gain on sale of assets2016-12-31$19,883,352
Total of all expenses incurred2016-12-31$26,949,172
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$24,265,441
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$392,038,474
Value of total assets at beginning of year2016-12-31$389,957,180
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$2,683,731
Total interest from all sources2016-12-31$7,652,023
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$3,822,095
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$874,056
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$25,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Assets. Other investments not covered elsewhere at end of year2016-12-31$23,606,031
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$27,420,349
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$2,469,522
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$4,201,357
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$17,652
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$2,426,204
Administrative expenses (other) incurred2016-12-31$547,050
Liabilities. Value of operating payables at end of year2016-12-31$935,396
Liabilities. Value of operating payables at beginning of year2016-12-31$587,115
Total non interest bearing cash at end of year2016-12-31$1,984,774
Total non interest bearing cash at beginning of year2016-12-31$1,738,559
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$4,141,565
Value of net assets at end of year (total assets less liabilities)2016-12-31$391,085,426
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$386,943,861
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$1,262,625
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$45,137,737
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$67,642,966
Value of interest in pooled separate accounts at end of year2016-12-31$829,769
Value of interest in pooled separate accounts at beginning of year2016-12-31$796,257
Interest earned on other investments2016-12-31$523,015
Income. Interest from US Government securities2016-12-31$228,170
Income. Interest from corporate debt instruments2016-12-31$6,900,838
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$3,644
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$680,178
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$680,178
Asset value of US Government securities at end of year2016-12-31$46,252,082
Asset value of US Government securities at beginning of year2016-12-31$52,679,234
Net investment gain/loss from pooled separate accounts2016-12-31$33,512
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Income. Dividends from common stock2016-12-31$3,822,095
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$24,265,441
Asset. Corporate debt instrument preferred debt at end of year2016-12-31$28,757,060
Asset. Corporate debt instrument preferred debt at beginning of year2016-12-31$30,821,383
Asset. Corporate debt instrument debt (other) at end of year2016-12-31$96,742,956
Asset. Corporate debt instrument debt (other) at beginning of year2016-12-31$96,510,427
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$146,254,899
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$107,466,470
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$19,883,352
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31PRICEWATERHOUSECOOPERS LLP
Accountancy firm EIN2016-12-31134008324
2015 : MONY LIFE RETIREMENT INCOME SECURITY PLAN FOR EMPLOYEES 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-37,008,933
Total unrealized appreciation/depreciation of assets2015-12-31$-37,008,933
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$3,013,319
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$1,448,208
Total income from all sources (including contributions)2015-12-31$-4,022,981
Total loss/gain on sale of assets2015-12-31$21,400,556
Total of all expenses incurred2015-12-31$30,590,072
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$27,951,926
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$389,957,180
Value of total assets at beginning of year2015-12-31$423,005,122
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$2,638,146
Total interest from all sources2015-12-31$7,930,942
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$3,643,784
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$1,010,171
Assets. Corporate prefeered stocks other than exployer securities at end of year2015-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2015-12-31$658,250
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$25,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Assets. Other investments not covered elsewhere at end of year2015-12-31$27,420,349
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$18,576,137
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$4,201,357
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$2,970,478
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$2,426,204
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$632,997
Administrative expenses (other) incurred2015-12-31$305,292
Liabilities. Value of operating payables at end of year2015-12-31$587,115
Liabilities. Value of operating payables at beginning of year2015-12-31$815,211
Total non interest bearing cash at end of year2015-12-31$1,738,559
Total non interest bearing cash at beginning of year2015-12-31$2,283,230
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-34,613,053
Value of net assets at end of year (total assets less liabilities)2015-12-31$386,943,861
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$421,556,914
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$1,322,683
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$67,642,966
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$84,822,700
Value of interest in pooled separate accounts at end of year2015-12-31$796,257
Value of interest in pooled separate accounts at beginning of year2015-12-31$788,106
Interest earned on other investments2015-12-31$633,876
Income. Interest from US Government securities2015-12-31$189,700
Income. Interest from corporate debt instruments2015-12-31$7,107,366
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$680,178
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$1,099,665
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$1,099,665
Asset value of US Government securities at end of year2015-12-31$52,679,234
Asset value of US Government securities at beginning of year2015-12-31$38,807,973
Net investment gain/loss from pooled separate accounts2015-12-31$10,670
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Income. Dividends from common stock2015-12-31$3,643,784
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$27,951,926
Asset. Corporate debt instrument preferred debt at end of year2015-12-31$30,821,383
Asset. Corporate debt instrument preferred debt at beginning of year2015-12-31$38,286,911
Asset. Corporate debt instrument debt (other) at end of year2015-12-31$96,510,427
Asset. Corporate debt instrument debt (other) at beginning of year2015-12-31$103,782,588
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$107,466,470
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$130,929,084
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$21,400,556
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31PRICEWATERHOUSECOOPERS LLP
Accountancy firm EIN2015-12-31134008324
2014 : MONY LIFE RETIREMENT INCOME SECURITY PLAN FOR EMPLOYEES 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$22,537,123
Total unrealized appreciation/depreciation of assets2014-12-31$22,537,123
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$1,448,208
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$1,083,734
Total income from all sources (including contributions)2014-12-31$54,213,630
Total loss/gain on sale of assets2014-12-31$19,504,309
Total of all expenses incurred2014-12-31$33,863,774
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$30,522,940
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$423,005,122
Value of total assets at beginning of year2014-12-31$402,290,792
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$3,340,834
Total interest from all sources2014-12-31$8,123,831
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$4,014,407
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$1,590,995
Assets. Corporate prefeered stocks other than exployer securities at end of year2014-12-31$658,250
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2014-12-31$0
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$25,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Assets. Other investments not covered elsewhere at end of year2014-12-31$18,576,137
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$17,503,307
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$2,970,478
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$6,664,089
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$632,997
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$685,860
Administrative expenses (other) incurred2014-12-31$411,327
Liabilities. Value of operating payables at end of year2014-12-31$815,211
Liabilities. Value of operating payables at beginning of year2014-12-31$397,874
Total non interest bearing cash at end of year2014-12-31$2,283,230
Total non interest bearing cash at beginning of year2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$20,349,856
Value of net assets at end of year (total assets less liabilities)2014-12-31$421,556,914
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$401,207,058
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$1,338,512
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$84,822,700
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$77,816,320
Value of interest in pooled separate accounts at end of year2014-12-31$788,106
Value of interest in pooled separate accounts at beginning of year2014-12-31$754,145
Interest earned on other investments2014-12-31$786,707
Income. Interest from US Government securities2014-12-31$543,965
Income. Interest from corporate debt instruments2014-12-31$6,793,159
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$1,099,665
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$1,017,103
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$1,017,103
Asset value of US Government securities at end of year2014-12-31$38,807,973
Asset value of US Government securities at beginning of year2014-12-31$28,344,326
Net investment gain/loss from pooled separate accounts2014-12-31$33,960
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Income. Dividends from common stock2014-12-31$4,014,407
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$30,522,940
Asset. Corporate debt instrument preferred debt at end of year2014-12-31$38,286,911
Asset. Corporate debt instrument preferred debt at beginning of year2014-12-31$36,374,885
Asset. Corporate debt instrument debt (other) at end of year2014-12-31$103,782,588
Asset. Corporate debt instrument debt (other) at beginning of year2014-12-31$111,919,239
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$130,929,084
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$121,897,378
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$19,504,309
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31PRICEWATERHOUSECOOPERS LLP
Accountancy firm EIN2014-12-31134008324
2013 : MONY LIFE RETIREMENT INCOME SECURITY PLAN FOR EMPLOYEES 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$20,295,667
Total unrealized appreciation/depreciation of assets2013-12-31$20,295,667
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$1,083,734
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$18,042,508
Total income from all sources (including contributions)2013-12-31$38,329,962
Total loss/gain on sale of assets2013-12-31$3,233,469
Total of all expenses incurred2013-12-31$37,176,134
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$34,377,008
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$402,290,792
Value of total assets at beginning of year2013-12-31$418,095,738
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$2,799,126
Total interest from all sources2013-12-31$11,364,898
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$3,445,724
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$410,051
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$25,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Assets. Other investments not covered elsewhere at end of year2013-12-31$17,503,307
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$12,914,644
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$6,664,089
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$6,434,098
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$685,860
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$17,447,261
Administrative expenses (other) incurred2013-12-31$325,628
Liabilities. Value of operating payables at end of year2013-12-31$397,874
Liabilities. Value of operating payables at beginning of year2013-12-31$595,247
Total non interest bearing cash at end of year2013-12-31$0
Total non interest bearing cash at beginning of year2013-12-31$206,640
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$1,153,828
Value of net assets at end of year (total assets less liabilities)2013-12-31$401,207,058
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$400,053,230
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$1,179,091
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$77,816,320
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$55,733,887
Value of interest in pooled separate accounts at end of year2013-12-31$754,145
Value of interest in pooled separate accounts at beginning of year2013-12-31$2,435,755
Interest earned on other investments2013-12-31$723,213
Income. Interest from US Government securities2013-12-31$1,119,548
Income. Interest from corporate debt instruments2013-12-31$9,522,210
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$1,017,103
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$787,177
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$787,177
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$-73
Asset value of US Government securities at end of year2013-12-31$28,344,326
Asset value of US Government securities at beginning of year2013-12-31$53,878,146
Net investment gain/loss from pooled separate accounts2013-12-31$-9,796
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Employer contributions (assets) at end of year2013-12-31$0
Employer contributions (assets) at beginning of year2013-12-31$22,400,000
Income. Dividends from common stock2013-12-31$3,445,724
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$34,377,008
Asset. Corporate debt instrument preferred debt at end of year2013-12-31$36,374,885
Asset. Corporate debt instrument preferred debt at beginning of year2013-12-31$36,935,008
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$111,919,239
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$133,814,919
Contract administrator fees2013-12-31$884,356
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$121,897,378
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$92,555,464
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$3,233,469
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31PRICEWATERHOUSECOOPERS LLP
Accountancy firm EIN2013-12-31134008324

Form 5500 Responses for MONY LIFE RETIREMENT INCOME SECURITY PLAN FOR EMPLOYEES

2021: MONY LIFE RETIREMENT INCOME SECURITY PLAN FOR EMPLOYEES 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: MONY LIFE RETIREMENT INCOME SECURITY PLAN FOR EMPLOYEES 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: MONY LIFE RETIREMENT INCOME SECURITY PLAN FOR EMPLOYEES 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: MONY LIFE RETIREMENT INCOME SECURITY PLAN FOR EMPLOYEES 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: MONY LIFE RETIREMENT INCOME SECURITY PLAN FOR EMPLOYEES 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: MONY LIFE RETIREMENT INCOME SECURITY PLAN FOR EMPLOYEES 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: MONY LIFE RETIREMENT INCOME SECURITY PLAN FOR EMPLOYEES 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: MONY LIFE RETIREMENT INCOME SECURITY PLAN FOR EMPLOYEES 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: MONY LIFE RETIREMENT INCOME SECURITY PLAN FOR EMPLOYEES 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MONY LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 66370 )
Policy contract number0V-00250 ZA
Policy instance 1
Insurance contract or identification number0V-00250 ZA
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?1
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
MONY LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 66370 )
Policy contract number0V-00250 ZA
Policy instance 1
Insurance contract or identification number0V-00250 ZA
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?1
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
MONY LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 66370 )
Policy contract number0V-00250 ZA
Policy instance 1
Insurance contract or identification number0V-00250 ZA
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?1
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
MONY LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 66370 )
Policy contract number0V-00250 ZA
Policy instance 1
Insurance contract or identification number0V-00250 ZA
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?1
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

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3