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SECURITY BENEFIT FUND AND UNIFORMED FIREFIGHTERS ASSOCIATION 401K SAVINGS PLAN 401k Plan overview

Plan NameSECURITY BENEFIT FUND AND UNIFORMED FIREFIGHTERS ASSOCIATION 401K SAVINGS PLAN
Plan identification number 002

SECURITY BENEFIT FUND AND UNIFORMED FIREFIGHTERS ASSOCIATION 401K SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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.

401k Sponsoring company profile

THE BOARD OF TRUSTEES OF THE UNIFORMED FIREFIGHTERS ASSOCIATION has sponsored the creation of one or more 401k plans.

Company Name:THE BOARD OF TRUSTEES OF THE UNIFORMED FIREFIGHTERS ASSOCIATION
Employer identification number (EIN):135456100
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SECURITY BENEFIT FUND AND UNIFORMED FIREFIGHTERS ASSOCIATION 401K SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01EDWARD BROWN GERARD FITZGERALD2018-10-15
0022016-01-01EDWARD BROWN GERARD FITZGERALD2017-10-16
0022015-01-01EDWARD BROWN JAMES SLEVIN2016-10-13
0022014-01-01EDWARD BROWN STEPHEN CASSIDY2015-10-15
0022013-01-01EDWARD BROWN STEPHEN CASSIDY2014-10-15
0022012-01-01ROBERT STRAUB STEPHEN CASSIDY2013-10-15
0022011-01-01ROBERT STRAUB STEPHEN CASSIDY2012-10-25
0022010-01-01ROBERT STRAUB STEPHEN CASSIDY2011-10-17
0022009-01-01ROBERT STRAUB STEPHEN CASSIDY2010-10-15

Plan Statistics for SECURITY BENEFIT FUND AND UNIFORMED FIREFIGHTERS ASSOCIATION 401K SAVINGS PLAN

401k plan membership statisitcs for SECURITY BENEFIT FUND AND UNIFORMED FIREFIGHTERS ASSOCIATION 401K SAVINGS PLAN

Measure Date Value
2022: SECURITY BENEFIT FUND AND UNIFORMED FIREFIGHTERS ASSOCIATION 401K SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0137
Total number of active participants reported on line 7a of the Form 55002022-01-0123
Number of retired or separated participants receiving benefits2022-01-011
Number of other retired or separated participants entitled to future benefits2022-01-019
Total of all active and inactive participants2022-01-0133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-0133
Number of participants with account balances2022-01-0133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: SECURITY BENEFIT FUND AND UNIFORMED FIREFIGHTERS ASSOCIATION 401K SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0136
Total number of active participants reported on line 7a of the Form 55002021-01-0127
Number of retired or separated participants receiving benefits2021-01-011
Number of other retired or separated participants entitled to future benefits2021-01-019
Total of all active and inactive participants2021-01-0137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-0137
Number of participants with account balances2021-01-0134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: SECURITY BENEFIT FUND AND UNIFORMED FIREFIGHTERS ASSOCIATION 401K SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0132
Total number of active participants reported on line 7a of the Form 55002020-01-0123
Number of retired or separated participants receiving benefits2020-01-011
Number of other retired or separated participants entitled to future benefits2020-01-0112
Total of all active and inactive participants2020-01-0136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0136
Number of participants with account balances2020-01-0136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
Number of employers contributing to the scheme2020-01-012
2019: SECURITY BENEFIT FUND AND UNIFORMED FIREFIGHTERS ASSOCIATION 401K SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0129
Total number of active participants reported on line 7a of the Form 55002019-01-0122
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0110
Total of all active and inactive participants2019-01-0132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0132
Number of participants with account balances2019-01-0132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
Number of employers contributing to the scheme2019-01-012
2018: SECURITY BENEFIT FUND AND UNIFORMED FIREFIGHTERS ASSOCIATION 401K SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0127
Total number of active participants reported on line 7a of the Form 55002018-01-0119
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0110
Total of all active and inactive participants2018-01-0129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0129
Number of participants with account balances2018-01-0129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
Number of employers contributing to the scheme2018-01-012
2017: SECURITY BENEFIT FUND AND UNIFORMED FIREFIGHTERS ASSOCIATION 401K SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0126
Total number of active participants reported on line 7a of the Form 55002017-01-0122
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-015
Total of all active and inactive participants2017-01-0127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0127
Number of participants with account balances2017-01-0124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
Number of employers contributing to the scheme2017-01-012
2016: SECURITY BENEFIT FUND AND UNIFORMED FIREFIGHTERS ASSOCIATION 401K SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0130
Total number of active participants reported on line 7a of the Form 55002016-01-0120
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-016
Total of all active and inactive participants2016-01-0126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0126
Number of participants with account balances2016-01-0126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
Number of employers contributing to the scheme2016-01-012
2015: SECURITY BENEFIT FUND AND UNIFORMED FIREFIGHTERS ASSOCIATION 401K SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0130
Total number of active participants reported on line 7a of the Form 55002015-01-0125
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-015
Total of all active and inactive participants2015-01-0130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0130
Number of participants with account balances2015-01-0130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
Number of employers contributing to the scheme2015-01-012
2014: SECURITY BENEFIT FUND AND UNIFORMED FIREFIGHTERS ASSOCIATION 401K SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0130
Total number of active participants reported on line 7a of the Form 55002014-01-0125
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-015
Total of all active and inactive participants2014-01-0130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0130
Number of participants with account balances2014-01-0130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
Number of employers contributing to the scheme2014-01-012
2013: SECURITY BENEFIT FUND AND UNIFORMED FIREFIGHTERS ASSOCIATION 401K SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0129
Total number of active participants reported on line 7a of the Form 55002013-01-0125
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-015
Total of all active and inactive participants2013-01-0130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0130
Number of participants with account balances2013-01-0130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
Number of employers contributing to the scheme2013-01-012
2012: SECURITY BENEFIT FUND AND UNIFORMED FIREFIGHTERS ASSOCIATION 401K SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0130
Total number of active participants reported on line 7a of the Form 55002012-01-0123
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-015
Total of all active and inactive participants2012-01-0128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0128
Number of participants with account balances2012-01-0128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
Number of employers contributing to the scheme2012-01-012
2011: SECURITY BENEFIT FUND AND UNIFORMED FIREFIGHTERS ASSOCIATION 401K SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0129
Total number of active participants reported on line 7a of the Form 55002011-01-0129
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-011
Total of all active and inactive participants2011-01-0130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0130
Number of participants with account balances2011-01-0130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
Number of employers contributing to the scheme2011-01-012
2010: SECURITY BENEFIT FUND AND UNIFORMED FIREFIGHTERS ASSOCIATION 401K SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0129
Total number of active participants reported on line 7a of the Form 55002010-01-0122
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-017
Total of all active and inactive participants2010-01-0129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-0129
Number of participants with account balances2010-01-0129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
Number of employers contributing to the scheme2010-01-010
2009: SECURITY BENEFIT FUND AND UNIFORMED FIREFIGHTERS ASSOCIATION 401K SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0132
Total number of active participants reported on line 7a of the Form 55002009-01-0124
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-015
Total of all active and inactive participants2009-01-0129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0129
Number of participants with account balances2009-01-0129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010
Number of employers contributing to the scheme2009-01-012

Financial Data on SECURITY BENEFIT FUND AND UNIFORMED FIREFIGHTERS ASSOCIATION 401K SAVINGS PLAN

Measure Date Value
2022 : SECURITY BENEFIT FUND AND UNIFORMED FIREFIGHTERS ASSOCIATION 401K SAVINGS PLAN 2022 401k financial data
Total income from all sources2022-12-31$-1,852,328
Expenses. Total of all expenses incurred2022-12-31$1,003,566
Benefits paid (including direct rollovers)2022-12-31$997,136
Total plan assets at end of year2022-12-31$7,209,688
Total plan assets at beginning of year2022-12-31$10,065,582
Value of fidelity bond covering the plan2022-12-31$850,000
Total contributions received or receivable from participants2022-12-31$240,164
Other income received2022-12-31$-2,127,025
Net income (gross income less expenses)2022-12-31$-2,855,894
Net plan assets at end of year (total assets less liabilities)2022-12-31$7,209,688
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$10,065,582
Assets. Value of participant loans2022-12-31$87,191
Total contributions received or receivable from employer(s)2022-12-31$34,533
Value of corrective distributions2022-12-31$6,015
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$415
2021 : SECURITY BENEFIT FUND AND UNIFORMED FIREFIGHTERS ASSOCIATION 401K SAVINGS PLAN 2021 401k financial data
Total income from all sources2021-12-31$1,807,474
Expenses. Total of all expenses incurred2021-12-31$369,287
Benefits paid (including direct rollovers)2021-12-31$368,842
Total plan assets at end of year2021-12-31$10,065,582
Total plan assets at beginning of year2021-12-31$8,627,395
Value of fidelity bond covering the plan2021-12-31$150,000
Total contributions received or receivable from participants2021-12-31$228,811
Other income received2021-12-31$1,542,243
Net income (gross income less expenses)2021-12-31$1,438,187
Net plan assets at end of year (total assets less liabilities)2021-12-31$10,065,582
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$8,627,395
Assets. Value of participant loans2021-12-31$40,410
Total contributions received or receivable from employer(s)2021-12-31$36,420
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$445
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
2020 : SECURITY BENEFIT FUND AND UNIFORMED FIREFIGHTERS ASSOCIATION 401K SAVINGS PLAN 2020 401k financial data
Total income from all sources2020-12-31$2,092,965
Expenses. Total of all expenses incurred2020-12-31$26,543
Benefits paid (including direct rollovers)2020-12-31$26,188
Total plan assets at end of year2020-12-31$8,627,395
Total plan assets at beginning of year2020-12-31$6,560,973
Value of fidelity bond covering the plan2020-12-31$150,000
Total contributions received or receivable from participants2020-12-31$246,375
Other income received2020-12-31$1,809,459
Net income (gross income less expenses)2020-12-31$2,066,422
Net plan assets at end of year (total assets less liabilities)2020-12-31$8,627,395
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$6,560,973
Assets. Value of participant loans2020-12-31$51,706
Total contributions received or receivable from employer(s)2020-12-31$37,131
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$355
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
2019 : SECURITY BENEFIT FUND AND UNIFORMED FIREFIGHTERS ASSOCIATION 401K SAVINGS PLAN 2019 401k financial data
Total income from all sources2019-12-31$1,552,069
Expenses. Total of all expenses incurred2019-12-31$83,267
Benefits paid (including direct rollovers)2019-12-31$82,982
Total plan assets at end of year2019-12-31$6,560,973
Total plan assets at beginning of year2019-12-31$5,092,171
Value of fidelity bond covering the plan2019-12-31$150,000
Total contributions received or receivable from participants2019-12-31$244,004
Other income received2019-12-31$1,276,535
Net income (gross income less expenses)2019-12-31$1,468,802
Net plan assets at end of year (total assets less liabilities)2019-12-31$6,560,973
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$5,092,171
Assets. Value of participant loans2019-12-31$21,605
Total contributions received or receivable from employer(s)2019-12-31$31,530
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$285
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018 : SECURITY BENEFIT FUND AND UNIFORMED FIREFIGHTERS ASSOCIATION 401K SAVINGS PLAN 2018 401k financial data
Total income from all sources2018-12-31$23,748
Expenses. Total of all expenses incurred2018-12-31$44,564
Benefits paid (including direct rollovers)2018-12-31$44,339
Total plan assets at end of year2018-12-31$5,092,171
Total plan assets at beginning of year2018-12-31$5,112,987
Value of fidelity bond covering the plan2018-12-31$150,000
Total contributions received or receivable from participants2018-12-31$221,591
Contributions received from other sources (not participants or employers)2018-12-31$3,726
Other income received2018-12-31$-222,075
Net income (gross income less expenses)2018-12-31$-20,816
Net plan assets at end of year (total assets less liabilities)2018-12-31$5,092,171
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$5,112,987
Assets. Value of participant loans2018-12-31$26,250
Total contributions received or receivable from employer(s)2018-12-31$20,506
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$225
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : SECURITY BENEFIT FUND AND UNIFORMED FIREFIGHTERS ASSOCIATION 401K SAVINGS PLAN 2017 401k financial data
Total income from all sources2017-12-31$1,088,762
Expenses. Total of all expenses incurred2017-12-31$205,822
Benefits paid (including direct rollovers)2017-12-31$205,657
Total plan assets at end of year2017-12-31$5,112,987
Total plan assets at beginning of year2017-12-31$4,230,047
Value of fidelity bond covering the plan2017-12-31$150,000
Total contributions received or receivable from participants2017-12-31$231,011
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$839,091
Net income (gross income less expenses)2017-12-31$882,940
Net plan assets at end of year (total assets less liabilities)2017-12-31$5,112,987
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$4,230,047
Assets. Value of participant loans2017-12-31$9,527
Total contributions received or receivable from employer(s)2017-12-31$18,660
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$165
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : SECURITY BENEFIT FUND AND UNIFORMED FIREFIGHTERS ASSOCIATION 401K SAVINGS PLAN 2016 401k financial data
Transfers to/from the plan2016-12-31$0
Total income from all sources2016-12-31$459,737
Expenses. Total of all expenses incurred2016-12-31$176,054
Benefits paid (including direct rollovers)2016-12-31$175,714
Total plan assets at end of year2016-12-31$4,230,047
Total plan assets at beginning of year2016-12-31$3,946,364
Value of fidelity bond covering the plan2016-12-31$150,000
Total contributions received or receivable from participants2016-12-31$231,756
Contributions received from other sources (not participants or employers)2016-12-31$1,371
Other income received2016-12-31$205,430
Net income (gross income less expenses)2016-12-31$283,683
Net plan assets at end of year (total assets less liabilities)2016-12-31$4,230,047
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$3,946,364
Assets. Value of participant loans2016-12-31$18,975
Total contributions received or receivable from employer(s)2016-12-31$21,180
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$340
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : SECURITY BENEFIT FUND AND UNIFORMED FIREFIGHTERS ASSOCIATION 401K SAVINGS PLAN 2015 401k financial data
Total income from all sources2015-12-31$307,096
Expenses. Total of all expenses incurred2015-12-31$6,903
Benefits paid (including direct rollovers)2015-12-31$6,718
Total plan assets at end of year2015-12-31$3,946,364
Total plan assets at beginning of year2015-12-31$3,646,171
Value of fidelity bond covering the plan2015-12-31$150,000
Total contributions received or receivable from participants2015-12-31$240,602
Other income received2015-12-31$43,614
Net income (gross income less expenses)2015-12-31$300,193
Net plan assets at end of year (total assets less liabilities)2015-12-31$3,946,364
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$3,646,171
Assets. Value of participant loans2015-12-31$19,980
Total contributions received or receivable from employer(s)2015-12-31$22,880
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$185
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : SECURITY BENEFIT FUND AND UNIFORMED FIREFIGHTERS ASSOCIATION 401K SAVINGS PLAN 2014 401k financial data
Total income from all sources2014-12-31$475,118
Expenses. Total of all expenses incurred2014-12-31$393,579
Benefits paid (including direct rollovers)2014-12-31$393,100
Total plan assets at end of year2014-12-31$3,646,171
Total plan assets at beginning of year2014-12-31$3,564,632
Value of fidelity bond covering the plan2014-12-31$150,000
Total contributions received or receivable from participants2014-12-31$219,669
Other income received2014-12-31$232,029
Net income (gross income less expenses)2014-12-31$81,539
Net plan assets at end of year (total assets less liabilities)2014-12-31$3,646,171
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$3,564,632
Assets. Value of participant loans2014-12-31$12,369
Total contributions received or receivable from employer(s)2014-12-31$23,420
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$479
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : SECURITY BENEFIT FUND AND UNIFORMED FIREFIGHTERS ASSOCIATION 401K SAVINGS PLAN 2013 401k financial data
Total income from all sources2013-12-31$815,943
Expenses. Total of all expenses incurred2013-12-31$23,380
Benefits paid (including direct rollovers)2013-12-31$22,715
Total plan assets at end of year2013-12-31$3,564,632
Total plan assets at beginning of year2013-12-31$2,772,069
Value of fidelity bond covering the plan2013-12-31$150,000
Total contributions received or receivable from participants2013-12-31$212,674
Other income received2013-12-31$581,449
Net income (gross income less expenses)2013-12-31$792,563
Net plan assets at end of year (total assets less liabilities)2013-12-31$3,564,632
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$2,772,069
Assets. Value of participant loans2013-12-31$70,393
Total contributions received or receivable from employer(s)2013-12-31$21,820
Value of corrective distributions2013-12-31$203
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$462
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : SECURITY BENEFIT FUND AND UNIFORMED FIREFIGHTERS ASSOCIATION 401K SAVINGS PLAN 2012 401k financial data
Total income from all sources2012-12-31$505,822
Expenses. Total of all expenses incurred2012-12-31$39,841
Benefits paid (including direct rollovers)2012-12-31$39,424
Total plan assets at end of year2012-12-31$2,772,069
Total plan assets at beginning of year2012-12-31$2,306,088
Value of fidelity bond covering the plan2012-12-31$150,000
Total contributions received or receivable from participants2012-12-31$223,104
Other income received2012-12-31$262,997
Net income (gross income less expenses)2012-12-31$465,981
Net plan assets at end of year (total assets less liabilities)2012-12-31$2,772,069
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$2,306,088
Assets. Value of participant loans2012-12-31$32,296
Total contributions received or receivable from employer(s)2012-12-31$19,721
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$417
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : SECURITY BENEFIT FUND AND UNIFORMED FIREFIGHTERS ASSOCIATION 401K SAVINGS PLAN 2011 401k financial data
Total income from all sources2011-12-31$226,536
Expenses. Total of all expenses incurred2011-12-31$69,874
Benefits paid (including direct rollovers)2011-12-31$69,312
Total plan assets at end of year2011-12-31$2,306,088
Total plan assets at beginning of year2011-12-31$2,149,426
Value of fidelity bond covering the plan2011-12-31$150,000
Total contributions received or receivable from participants2011-12-31$218,163
Expenses. Other expenses not covered elsewhere2011-12-31$0
Other income received2011-12-31$-17,933
Net income (gross income less expenses)2011-12-31$156,662
Net plan assets at end of year (total assets less liabilities)2011-12-31$2,306,088
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$2,149,426
Assets. Value of participant loans2011-12-31$45,936
Total contributions received or receivable from employer(s)2011-12-31$26,306
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$562
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : SECURITY BENEFIT FUND AND UNIFORMED FIREFIGHTERS ASSOCIATION 401K SAVINGS PLAN 2010 401k financial data
Total income from all sources2010-12-31$427,586
Expenses. Total of all expenses incurred2010-12-31$65,096
Benefits paid (including direct rollovers)2010-12-31$64,595
Total plan assets at end of year2010-12-31$2,149,427
Total plan assets at beginning of year2010-12-31$1,786,937
Value of fidelity bond covering the plan2010-12-31$150,000
Total contributions received or receivable from participants2010-12-31$191,041
Expenses. Other expenses not covered elsewhere2010-12-31$501
Other income received2010-12-31$214,324
Net income (gross income less expenses)2010-12-31$362,490
Net plan assets at end of year (total assets less liabilities)2010-12-31$2,149,427
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,786,937
Assets. Value of participant loans2010-12-31$22,707
Total contributions received or receivable from employer(s)2010-12-31$22,221
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : SECURITY BENEFIT FUND AND UNIFORMED FIREFIGHTERS ASSOCIATION 401K SAVINGS PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for SECURITY BENEFIT FUND AND UNIFORMED FIREFIGHTERS ASSOCIATION 401K SAVINGS PLAN

2022: SECURITY BENEFIT FUND AND UNIFORMED FIREFIGHTERS ASSOCIATION 401K SAVINGS PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: SECURITY BENEFIT FUND AND UNIFORMED FIREFIGHTERS ASSOCIATION 401K SAVINGS PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: SECURITY BENEFIT FUND AND UNIFORMED FIREFIGHTERS ASSOCIATION 401K SAVINGS PLAN 2020 form 5500 responses
2020-01-01Type of plan entityMulti-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 planYes
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: SECURITY BENEFIT FUND AND UNIFORMED FIREFIGHTERS ASSOCIATION 401K SAVINGS PLAN 2019 form 5500 responses
2019-01-01Type of plan entityMulti-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 planYes
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: SECURITY BENEFIT FUND AND UNIFORMED FIREFIGHTERS ASSOCIATION 401K SAVINGS PLAN 2018 form 5500 responses
2018-01-01Type of plan entityMulti-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 planYes
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: SECURITY BENEFIT FUND AND UNIFORMED FIREFIGHTERS ASSOCIATION 401K SAVINGS PLAN 2017 form 5500 responses
2017-01-01Type of plan entityMulti-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 planYes
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: SECURITY BENEFIT FUND AND UNIFORMED FIREFIGHTERS ASSOCIATION 401K SAVINGS PLAN 2016 form 5500 responses
2016-01-01Type of plan entityMulti-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 planYes
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: SECURITY BENEFIT FUND AND UNIFORMED FIREFIGHTERS ASSOCIATION 401K SAVINGS PLAN 2015 form 5500 responses
2015-01-01Type of plan entityMulti-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 planYes
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: SECURITY BENEFIT FUND AND UNIFORMED FIREFIGHTERS ASSOCIATION 401K SAVINGS PLAN 2014 form 5500 responses
2014-01-01Type of plan entityMulti-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 planYes
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: SECURITY BENEFIT FUND AND UNIFORMED FIREFIGHTERS ASSOCIATION 401K SAVINGS PLAN 2013 form 5500 responses
2013-01-01Type of plan entityMulti-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 planYes
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: SECURITY BENEFIT FUND AND UNIFORMED FIREFIGHTERS ASSOCIATION 401K SAVINGS PLAN 2012 form 5500 responses
2012-01-01Type of plan entityMulti-employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: SECURITY BENEFIT FUND AND UNIFORMED FIREFIGHTERS ASSOCIATION 401K SAVINGS PLAN 2011 form 5500 responses
2011-01-01Type of plan entityMulti-employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: SECURITY BENEFIT FUND AND UNIFORMED FIREFIGHTERS ASSOCIATION 401K SAVINGS PLAN 2010 form 5500 responses
2010-01-01Type of plan entityMulti-employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planYes
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: SECURITY BENEFIT FUND AND UNIFORMED FIREFIGHTERS ASSOCIATION 401K SAVINGS PLAN 2009 form 5500 responses
2009-01-01Type of plan entityMulti-employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number037143
Policy instance 1
Insurance contract or identification number037143
Number of Individuals Covered33
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number037143
Policy instance 1
Insurance contract or identification number037143
Number of Individuals Covered37
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number037143
Policy instance 1
Insurance contract or identification number037143
Number of Individuals Covered36
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number037143
Policy instance 1
Insurance contract or identification number037143
Number of Individuals Covered32
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number037143
Policy instance 1
Insurance contract or identification number037143
Number of Individuals Covered29
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number037143
Policy instance 1
Insurance contract or identification number037143
Number of Individuals Covered25
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberGA-37143/002
Policy instance 1
Insurance contract or identification numberGA-37143/002
Number of Individuals Covered30
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberGA-37143/002
Policy instance 1
Insurance contract or identification numberGA-37143/002
Number of Individuals Covered30
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberGA-37143/002
Policy instance 1
Insurance contract or identification numberGA-37143/002
Number of Individuals Covered30
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberGA-37143/002
Policy instance 1
Insurance contract or identification numberGA-37143/002
Number of Individuals Covered28
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberGA-37143/002
Policy instance 1
Insurance contract or identification numberGA-37143/002
Number of Individuals Covered30
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberGA-37143/002
Policy instance 1
Insurance contract or identification numberGA-37143/002
Number of Individuals Covered29
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No

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