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INTERNATIONAL LONGSHOREMEN'S ASSOCIATION, AFL-CIO 401k Plan overview

Plan NameINTERNATIONAL LONGSHOREMEN'S ASSOCIATION, AFL-CIO
Plan identification number 001

INTERNATIONAL LONGSHOREMEN'S ASSOCIATION, AFL-CIO Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.

401k Sponsoring company profile

INTERNATIONAL LONGSHOREMEN'S ASSOCIATION AFL-CIO has sponsored the creation of one or more 401k plans.

Company Name:INTERNATIONAL LONGSHOREMEN'S ASSOCIATION AFL-CIO
Employer identification number (EIN):136400405
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan INTERNATIONAL LONGSHOREMEN'S ASSOCIATION, AFL-CIO

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012020-07-01JAMES STOLPINSKI2022-04-05
0012019-07-01JAMES STOLPINSKI2021-03-22
0012018-07-01JAMES STOLPINSKI2020-04-05
0012017-07-01
0012016-07-01
0012015-07-01
0012014-07-01DENNIS DAGGETT DENNIS DAGGETT2015-12-04
0012013-07-01DENNIS DAGGETT DENNIS DAGGETT2015-01-29
0012012-07-01DENNIS DAGGETT DENNIS DAGGETT2013-12-30
0012011-07-01DENNIS DAGGETT
0012009-07-01DENNIS DAGGETT

Plan Statistics for INTERNATIONAL LONGSHOREMEN'S ASSOCIATION, AFL-CIO

401k plan membership statisitcs for INTERNATIONAL LONGSHOREMEN'S ASSOCIATION, AFL-CIO

Measure Date Value
2020: INTERNATIONAL LONGSHOREMEN'S ASSOCIATION, AFL-CIO 2020 401k membership
Total participants, beginning-of-year2020-07-0156
Total number of active participants reported on line 7a of the Form 55002020-07-0153
Number of retired or separated participants receiving benefits2020-07-011
Number of other retired or separated participants entitled to future benefits2020-07-011
Total of all active and inactive participants2020-07-0155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-010
Total participants2020-07-0155
Number of participants with account balances2020-07-0155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-010
2019: INTERNATIONAL LONGSHOREMEN'S ASSOCIATION, AFL-CIO 2019 401k membership
Total participants, beginning-of-year2019-07-0155
Total number of active participants reported on line 7a of the Form 55002019-07-0154
Number of retired or separated participants receiving benefits2019-07-011
Number of other retired or separated participants entitled to future benefits2019-07-011
Total of all active and inactive participants2019-07-0156
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-010
Total participants2019-07-0156
Number of participants with account balances2019-07-0156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-010
2018: INTERNATIONAL LONGSHOREMEN'S ASSOCIATION, AFL-CIO 2018 401k membership
Total participants, beginning-of-year2018-07-0153
Total number of active participants reported on line 7a of the Form 55002018-07-0153
Number of retired or separated participants receiving benefits2018-07-011
Number of other retired or separated participants entitled to future benefits2018-07-011
Total of all active and inactive participants2018-07-0155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-010
Total participants2018-07-0155
Number of participants with account balances2018-07-0155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-010
2017: INTERNATIONAL LONGSHOREMEN'S ASSOCIATION, AFL-CIO 2017 401k membership
Total participants, beginning-of-year2017-07-0148
Total number of active participants reported on line 7a of the Form 55002017-07-0151
Number of retired or separated participants receiving benefits2017-07-011
Number of other retired or separated participants entitled to future benefits2017-07-011
Total of all active and inactive participants2017-07-0153
Total participants2017-07-0153
Number of participants with account balances2017-07-0153
2016: INTERNATIONAL LONGSHOREMEN'S ASSOCIATION, AFL-CIO 2016 401k membership
Total participants, beginning-of-year2016-07-0150
Total number of active participants reported on line 7a of the Form 55002016-07-0146
Number of retired or separated participants receiving benefits2016-07-011
Number of other retired or separated participants entitled to future benefits2016-07-011
Total of all active and inactive participants2016-07-0148
Total participants2016-07-0148
Number of participants with account balances2016-07-0148
2015: INTERNATIONAL LONGSHOREMEN'S ASSOCIATION, AFL-CIO 2015 401k membership
Total participants, beginning-of-year2015-07-0146
Total number of active participants reported on line 7a of the Form 55002015-07-0147
Number of retired or separated participants receiving benefits2015-07-010
Number of other retired or separated participants entitled to future benefits2015-07-013
Total of all active and inactive participants2015-07-0150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-010
Total participants2015-07-0150
Number of participants with account balances2015-07-0150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-010
2014: INTERNATIONAL LONGSHOREMEN'S ASSOCIATION, AFL-CIO 2014 401k membership
Total participants, beginning-of-year2014-07-0146
Total number of active participants reported on line 7a of the Form 55002014-07-0144
Number of retired or separated participants receiving benefits2014-07-010
Number of other retired or separated participants entitled to future benefits2014-07-012
Total of all active and inactive participants2014-07-0146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-010
Total participants2014-07-0146
Number of participants with account balances2014-07-0146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-010
2013: INTERNATIONAL LONGSHOREMEN'S ASSOCIATION, AFL-CIO 2013 401k membership
Total participants, beginning-of-year2013-07-0148
Total number of active participants reported on line 7a of the Form 55002013-07-0144
Number of retired or separated participants receiving benefits2013-07-010
Number of other retired or separated participants entitled to future benefits2013-07-012
Total of all active and inactive participants2013-07-0146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-010
Total participants2013-07-0146
Number of participants with account balances2013-07-0146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-010
2012: INTERNATIONAL LONGSHOREMEN'S ASSOCIATION, AFL-CIO 2012 401k membership
Total participants, beginning-of-year2012-07-0148
Total number of active participants reported on line 7a of the Form 55002012-07-0145
Number of retired or separated participants receiving benefits2012-07-010
Number of other retired or separated participants entitled to future benefits2012-07-013
Total of all active and inactive participants2012-07-0148
Total participants2012-07-0148
Number of participants with account balances2012-07-0148
2011: INTERNATIONAL LONGSHOREMEN'S ASSOCIATION, AFL-CIO 2011 401k membership
Total participants, beginning-of-year2011-07-0148
Total number of active participants reported on line 7a of the Form 55002011-07-0145
Number of retired or separated participants receiving benefits2011-07-010
Number of other retired or separated participants entitled to future benefits2011-07-013
Total of all active and inactive participants2011-07-0148
Total participants2011-07-0148
Number of participants with account balances2011-07-0148
2009: INTERNATIONAL LONGSHOREMEN'S ASSOCIATION, AFL-CIO 2009 401k membership
Total participants, beginning-of-year2009-07-0149
Total number of active participants reported on line 7a of the Form 55002009-07-0148
Number of retired or separated participants receiving benefits2009-07-012
Number of other retired or separated participants entitled to future benefits2009-07-011
Total of all active and inactive participants2009-07-0151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-011
Total participants2009-07-0152
Number of participants with account balances2009-07-0152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-010

Financial Data on INTERNATIONAL LONGSHOREMEN'S ASSOCIATION, AFL-CIO

Measure Date Value
2021 : INTERNATIONAL LONGSHOREMEN'S ASSOCIATION, AFL-CIO 2021 401k financial data
Total income from all sources2021-06-30$3,833,182
Expenses. Total of all expenses incurred2021-06-30$689,912
Benefits paid (including direct rollovers)2021-06-30$689,812
Total plan assets at end of year2021-06-30$18,072,963
Total plan assets at beginning of year2021-06-30$14,929,693
Total contributions received or receivable from participants2021-06-30$13,872
Expenses. Other expenses not covered elsewhere2021-06-30$100
Other income received2021-06-30$2,916,814
Net income (gross income less expenses)2021-06-30$3,143,270
Net plan assets at end of year (total assets less liabilities)2021-06-30$18,072,963
Net plan assets at beginning of year (total assets less liabilities)2021-06-30$14,929,693
Assets. Value of participant loans2021-06-30$134,437
Total contributions received or receivable from employer(s)2021-06-30$902,496
2020 : INTERNATIONAL LONGSHOREMEN'S ASSOCIATION, AFL-CIO 2020 401k financial data
Total income from all sources2020-06-30$1,613,290
Expenses. Total of all expenses incurred2020-06-30$326,733
Benefits paid (including direct rollovers)2020-06-30$326,683
Total plan assets at end of year2020-06-30$14,929,693
Total plan assets at beginning of year2020-06-30$13,643,136
Total contributions received or receivable from participants2020-06-30$250
Expenses. Other expenses not covered elsewhere2020-06-30$50
Other income received2020-06-30$692,774
Net income (gross income less expenses)2020-06-30$1,286,557
Net plan assets at end of year (total assets less liabilities)2020-06-30$14,929,693
Net plan assets at beginning of year (total assets less liabilities)2020-06-30$13,643,136
Assets. Value of participant loans2020-06-30$133,373
Total contributions received or receivable from employer(s)2020-06-30$920,266
2019 : INTERNATIONAL LONGSHOREMEN'S ASSOCIATION, AFL-CIO 2019 401k financial data
Total income from all sources2019-06-30$1,614,832
Expenses. Total of all expenses incurred2019-06-30$72,312
Benefits paid (including direct rollovers)2019-06-30$72,312
Total plan assets at end of year2019-06-30$13,643,136
Total plan assets at beginning of year2019-06-30$12,100,616
Total contributions received or receivable from participants2019-06-30$8,670
Expenses. Other expenses not covered elsewhere2019-06-30$0
Other income received2019-06-30$723,783
Net income (gross income less expenses)2019-06-30$1,542,520
Net plan assets at end of year (total assets less liabilities)2019-06-30$13,643,136
Net plan assets at beginning of year (total assets less liabilities)2019-06-30$12,100,616
Assets. Value of participant loans2019-06-30$142,976
Total contributions received or receivable from employer(s)2019-06-30$882,379
2018 : INTERNATIONAL LONGSHOREMEN'S ASSOCIATION, AFL-CIO 2018 401k financial data
Total income from all sources2018-06-30$1,614,070
Expenses. Total of all expenses incurred2018-06-30$81,563
Benefits paid (including direct rollovers)2018-06-30$81,513
Total plan assets at end of year2018-06-30$12,100,616
Total plan assets at beginning of year2018-06-30$10,568,109
Total contributions received or receivable from participants2018-06-30$17,468
Expenses. Other expenses not covered elsewhere2018-06-30$50
Other income received2018-06-30$777,768
Net income (gross income less expenses)2018-06-30$1,532,507
Net plan assets at end of year (total assets less liabilities)2018-06-30$12,100,616
Net plan assets at beginning of year (total assets less liabilities)2018-06-30$10,568,109
Assets. Value of participant loans2018-06-30$106,300
Total contributions received or receivable from employer(s)2018-06-30$818,834
2017 : INTERNATIONAL LONGSHOREMEN'S ASSOCIATION, AFL-CIO 2017 401k financial data
Total income from all sources2017-06-30$1,698,138
Expenses. Total of all expenses incurred2017-06-30$210,965
Benefits paid (including direct rollovers)2017-06-30$210,965
Total plan assets at end of year2017-06-30$10,568,109
Total plan assets at beginning of year2017-06-30$9,080,936
Total contributions received or receivable from participants2017-06-30$15,400
Expenses. Other expenses not covered elsewhere2017-06-30$0
Other income received2017-06-30$858,409
Net income (gross income less expenses)2017-06-30$1,487,173
Net plan assets at end of year (total assets less liabilities)2017-06-30$10,568,109
Net plan assets at beginning of year (total assets less liabilities)2017-06-30$9,080,936
Assets. Value of participant loans2017-06-30$162,044
Total contributions received or receivable from employer(s)2017-06-30$824,329
2016 : INTERNATIONAL LONGSHOREMEN'S ASSOCIATION, AFL-CIO 2016 401k financial data
Total income from all sources2016-06-30$922,397
Expenses. Total of all expenses incurred2016-06-30$1,423,246
Benefits paid (including direct rollovers)2016-06-30$1,423,046
Total plan assets at end of year2016-06-30$9,080,936
Total plan assets at beginning of year2016-06-30$9,581,785
Total contributions received or receivable from participants2016-06-30$20,524
Expenses. Other expenses not covered elsewhere2016-06-30$200
Other income received2016-06-30$95,693
Net income (gross income less expenses)2016-06-30$-500,849
Net plan assets at end of year (total assets less liabilities)2016-06-30$9,080,936
Net plan assets at beginning of year (total assets less liabilities)2016-06-30$9,581,785
Total contributions received or receivable from employer(s)2016-06-30$806,180
2015 : INTERNATIONAL LONGSHOREMEN'S ASSOCIATION, AFL-CIO 2015 401k financial data
Total income from all sources2015-06-30$1,220,704
Expenses. Total of all expenses incurred2015-06-30$1,309,680
Benefits paid (including direct rollovers)2015-06-30$1,309,494
Total plan assets at end of year2015-06-30$9,581,785
Total plan assets at beginning of year2015-06-30$9,670,761
Total contributions received or receivable from participants2015-06-30$39,685
Expenses. Other expenses not covered elsewhere2015-06-30$186
Other income received2015-06-30$373,283
Net income (gross income less expenses)2015-06-30$-88,976
Net plan assets at end of year (total assets less liabilities)2015-06-30$9,581,785
Net plan assets at beginning of year (total assets less liabilities)2015-06-30$9,670,761
Total contributions received or receivable from employer(s)2015-06-30$807,736
2014 : INTERNATIONAL LONGSHOREMEN'S ASSOCIATION, AFL-CIO 2014 401k financial data
Total income from all sources2014-06-30$1,767,582
Expenses. Total of all expenses incurred2014-06-30$711,345
Benefits paid (including direct rollovers)2014-06-30$661,345
Total plan assets at end of year2014-06-30$9,670,761
Total plan assets at beginning of year2014-06-30$8,614,524
Total contributions received or receivable from participants2014-06-30$45,626
Expenses. Other expenses not covered elsewhere2014-06-30$0
Other income received2014-06-30$909,474
Net income (gross income less expenses)2014-06-30$1,056,237
Net plan assets at end of year (total assets less liabilities)2014-06-30$9,670,761
Net plan assets at beginning of year (total assets less liabilities)2014-06-30$8,614,524
Total contributions received or receivable from employer(s)2014-06-30$812,482
Value of certain deemed distributions of participant loans2014-06-30$50,000
2013 : INTERNATIONAL LONGSHOREMEN'S ASSOCIATION, AFL-CIO 2013 401k financial data
Total income from all sources2013-06-30$1,507,243
Expenses. Total of all expenses incurred2013-06-30$327,407
Benefits paid (including direct rollovers)2013-06-30$297,257
Total plan assets at end of year2013-06-30$8,614,524
Total plan assets at beginning of year2013-06-30$7,434,538
Total contributions received or receivable from participants2013-06-30$24,086
Other income received2013-06-30$656,995
Net income (gross income less expenses)2013-06-30$1,179,836
Net plan assets at end of year (total assets less liabilities)2013-06-30$8,614,524
Net plan assets at beginning of year (total assets less liabilities)2013-06-30$7,434,538
Total contributions received or receivable from employer(s)2013-06-30$826,162
Value of certain deemed distributions of participant loans2013-06-30$30,000
Expenses. Administrative service providers (salaries,fees and commissions)2013-06-30$150
2012 : INTERNATIONAL LONGSHOREMEN'S ASSOCIATION, AFL-CIO 2012 401k financial data
Total income from all sources2012-06-30$958,623
Expenses. Total of all expenses incurred2012-06-30$941,214
Benefits paid (including direct rollovers)2012-06-30$941,064
Total plan assets at end of year2012-06-30$7,434,538
Total plan assets at beginning of year2012-06-30$7,417,129
Total contributions received or receivable from participants2012-06-30$11,724
Contributions received from other sources (not participants or employers)2012-06-30$25,310
Other income received2012-06-30$107,146
Net income (gross income less expenses)2012-06-30$17,409
Net plan assets at end of year (total assets less liabilities)2012-06-30$7,434,538
Net plan assets at beginning of year (total assets less liabilities)2012-06-30$7,417,129
Total contributions received or receivable from employer(s)2012-06-30$814,443
Expenses. Administrative service providers (salaries,fees and commissions)2012-06-30$150
2011 : INTERNATIONAL LONGSHOREMEN'S ASSOCIATION, AFL-CIO 2011 401k financial data
Transfers to/from the plan2011-06-30$0
Total plan liabilities at end of year2011-06-30$0
Total plan liabilities at beginning of year2011-06-30$0
Total income from all sources2011-06-30$1,652,811
Expenses. Total of all expenses incurred2011-06-30$741,660
Benefits paid (including direct rollovers)2011-06-30$741,660
Total plan assets at end of year2011-06-30$7,417,129
Total plan assets at beginning of year2011-06-30$6,505,978
Total contributions received or receivable from participants2011-06-30$4,480
Other income received2011-06-30$893,004
Net income (gross income less expenses)2011-06-30$911,151
Net plan assets at end of year (total assets less liabilities)2011-06-30$7,417,129
Net plan assets at beginning of year (total assets less liabilities)2011-06-30$6,505,978
Total contributions received or receivable from employer(s)2011-06-30$755,327

Form 5500 Responses for INTERNATIONAL LONGSHOREMEN'S ASSOCIATION, AFL-CIO

2020: INTERNATIONAL LONGSHOREMEN'S ASSOCIATION, AFL-CIO 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Plan funding arrangement – TrustYes
2020-07-01Plan benefit arrangement - TrustYes
2019: INTERNATIONAL LONGSHOREMEN'S ASSOCIATION, AFL-CIO 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement - TrustYes
2018: INTERNATIONAL LONGSHOREMEN'S ASSOCIATION, AFL-CIO 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement - TrustYes
2017: INTERNATIONAL LONGSHOREMEN'S ASSOCIATION, AFL-CIO 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement - TrustYes
2016: INTERNATIONAL LONGSHOREMEN'S ASSOCIATION, AFL-CIO 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement - TrustYes
2015: INTERNATIONAL LONGSHOREMEN'S ASSOCIATION, AFL-CIO 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement - TrustYes
2014: INTERNATIONAL LONGSHOREMEN'S ASSOCIATION, AFL-CIO 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planNo
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement - TrustYes
2013: INTERNATIONAL LONGSHOREMEN'S ASSOCIATION, AFL-CIO 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Submission has been amendedNo
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planNo
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement - TrustYes
2012: INTERNATIONAL LONGSHOREMEN'S ASSOCIATION, AFL-CIO 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedNo
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement - TrustYes
2011: INTERNATIONAL LONGSHOREMEN'S ASSOCIATION, AFL-CIO 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Submission has been amendedNo
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planNo
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement - TrustYes
2009: INTERNATIONAL LONGSHOREMEN'S ASSOCIATION, AFL-CIO 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Submission has been amendedNo
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planNo
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number001067
Policy instance 1
Insurance contract or identification number001067
Number of Individuals Covered53
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $11,390
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees11390
Additional information about fees paid to insurance brokerSERVICES TO INSURER OR PLAN
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number001067
Policy instance 1
Insurance contract or identification number001067
Number of Individuals Covered54
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $11,261
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees11261
Additional information about fees paid to insurance brokerSERVICES TO INSURER OR PLAN
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number001067
Policy instance 1
Insurance contract or identification number001067
Number of Individuals Covered53
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $4,488
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees4488
Additional information about fees paid to insurance brokerSERVICES TO INSURER OR PLAN
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number001067
Policy instance 1
Insurance contract or identification number001067
Number of Individuals Covered51
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number001067
Policy instance 1
Insurance contract or identification number001067
Number of Individuals Covered50
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $4,623
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees4623
Additional information about fees paid to insurance brokerSERVICES TO INSURER OR PLAN
Insurance broker nameWELLS FARGO WEALTH BROKGE INS AGCY
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number001067
Policy instance 1
Insurance contract or identification number001067
Number of Individuals Covered46
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number001067
Policy instance 1
Insurance contract or identification number001067
Number of Individuals Covered46
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $50
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number001067
Policy instance 1
Insurance contract or identification number001067
Number of Individuals Covered48
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $10,856
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees10856
Additional information about fees paid to insurance brokerSERVICES TO INSURER OR PLAN
Insurance broker organization code?7
Insurance broker nameWELLS FARGO INSURANCE AGENCY
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number7156
Policy instance 1
Insurance contract or identification number7156
Number of Individuals Covered48
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $9,897
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number001067
Policy instance 1
Insurance contract or identification number001067
Number of Individuals Covered48
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $9,454
Contracts With Unallocated Funds Deposit Administration1

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