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XEROX CORPORATION RETIREMENT INCOME GUARANTEE PLAN 401k Plan overview

Plan NameXEROX CORPORATION RETIREMENT INCOME GUARANTEE PLAN
Plan identification number 333

XEROX CORPORATION RETIREMENT INCOME GUARANTEE PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • 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).
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
  • 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

XEROX CORPORATION has sponsored the creation of one or more 401k plans.

Company Name:XEROX CORPORATION
Employer identification number (EIN):160468020
NAIC Classification:334110

Additional information about XEROX CORPORATION

Jurisdiction of Incorporation: New York Department of State
Incorporation Date: 1906-04-18
Company Identification Number: 27553
Legal Registered Office Address: 80 STATE STREET
Monroe
ALBANY
United States of America (USA)
12207

More information about XEROX CORPORATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan XEROX CORPORATION RETIREMENT INCOME GUARANTEE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
3332017-01-01CHRISTOPHER REIGLE
3332017-01-01
3332016-01-01WILLIAM CONE
3332016-01-01
3332015-01-01ARLYN KASTER
3332015-01-01
3332014-01-01ARLYN KASTER
3332013-01-01ARLYN KASTER
3332012-01-01ARLYN KASTER
3332011-01-01ARLYN KASTER
3332010-01-01ARLYN KASTER
3332009-01-01ARLYN B. KASTER

Plan Statistics for XEROX CORPORATION RETIREMENT INCOME GUARANTEE PLAN

401k plan membership statisitcs for XEROX CORPORATION RETIREMENT INCOME GUARANTEE PLAN

Measure Date Value
2017: XEROX CORPORATION RETIREMENT INCOME GUARANTEE PLAN 2017 401k membership
Market value of plan assets2017-12-312,258,477,985
Acturial value of plan assets2017-12-312,273,721,683
Funding target for retired participants and beneficiaries receiving payment2017-12-31290,239,124
Number of terminated vested participants2017-12-319,923
Fundng target for terminated vested participants2017-12-31502,523,985
Active participant vested funding target2017-12-311,072,535,736
Number of active participants2017-12-319,452
Total funding liabilities for active participants2017-12-311,164,786,311
Total participant count2017-12-3122,514
Total funding target for all participants2017-12-311,957,549,420
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-31194,881,146
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-3155,782,608
Amount remaining of carryover balance2017-12-310
Amount remaining of prefunding balance2017-12-31139,098,538
Present value of excess contributions2017-12-31530,097,272
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-31565,133,344
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-31535,000,000
Reductions in prefunding balances due to elections or deemed elections2017-12-310
Balance of carryovers at beginning of current year2017-12-310
Balance of prefunding at beginning of current year2017-12-31687,424,178
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
Liquidity shortfalls end of Q12017-12-310
Liquidity shortfalls end of Q22017-12-310
Liquidity shortfalls end of Q32017-12-310
Liquidity shortfalls end of Q42017-12-310
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-3114,603,908
Net shortfall amortization installment of oustanding balance2017-12-31371,251,915
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-3193,021,376
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-3193,021,376
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-year2017-01-0120,281
Total number of active participants reported on line 7a of the Form 55002017-01-010
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0150
2016: XEROX CORPORATION RETIREMENT INCOME GUARANTEE PLAN 2016 401k membership
Market value of plan assets2016-12-311,625,504,000
Acturial value of plan assets2016-12-311,681,891,715
Funding target for retired participants and beneficiaries receiving payment2016-12-31217,386,307
Number of terminated vested participants2016-12-319,766
Fundng target for terminated vested participants2016-12-31393,326,291
Active participant vested funding target2016-12-311,071,102,142
Number of active participants2016-12-3110,838
Total funding liabilities for active participants2016-12-311,183,614,913
Total participant count2016-12-3123,520
Total funding target for all participants2016-12-311,794,327,511
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-31138,374,337
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-3137,946,716
Amount remaining of carryover balance2016-12-310
Amount remaining of prefunding balance2016-12-31100,427,621
Present value of excess contributions2016-12-3193,468,270
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-3196,341,564
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-3196,341,564
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 year2016-12-31194,881,146
Total employer contributions2016-12-31613,000,000
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 date2016-12-31553,082,990
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 cost2016-12-3118,504,110
Net shortfall amortization installment of oustanding balance2016-12-31307,316,942
Waiver amortization installment2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-3178,768,326
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-3155,782,608
Additional cash requirement2016-12-3122,985,718
Contributions allocatedtoward minimum required contributions for current year2016-12-31553,082,990
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-0121,491
Total number of active participants reported on line 7a of the Form 55002016-01-0110,126
Number of retired or separated participants receiving benefits2016-01-011,284
Number of other retired or separated participants entitled to future benefits2016-01-018,972
Total of all active and inactive participants2016-01-0120,382
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-01550
Total participants2016-01-0120,932
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0142
2015: XEROX CORPORATION RETIREMENT INCOME GUARANTEE PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0120,806
Total number of active participants reported on line 7a of the Form 55002015-01-0110,536
Number of retired or separated participants receiving benefits2015-01-011,336
Number of other retired or separated participants entitled to future benefits2015-01-018,570
Total of all active and inactive participants2015-01-0120,442
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-01580
Total participants2015-01-0121,022
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: XEROX CORPORATION RETIREMENT INCOME GUARANTEE PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0124,760
Total number of active participants reported on line 7a of the Form 55002014-01-0111,433
Number of retired or separated participants receiving benefits2014-01-012,831
Number of other retired or separated participants entitled to future benefits2014-01-019,771
Total of all active and inactive participants2014-01-0124,035
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-01354
Total participants2014-01-0124,389
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: XEROX CORPORATION RETIREMENT INCOME GUARANTEE PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0129,308
Total number of active participants reported on line 7a of the Form 55002013-01-0112,023
Number of retired or separated participants receiving benefits2013-01-012,643
Number of other retired or separated participants entitled to future benefits2013-01-019,737
Total of all active and inactive participants2013-01-0124,403
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-01357
Total participants2013-01-0124,760
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: XEROX CORPORATION RETIREMENT INCOME GUARANTEE PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0129,888
Total number of active participants reported on line 7a of the Form 55002012-01-0115,613
Number of retired or separated participants receiving benefits2012-01-012,284
Number of other retired or separated participants entitled to future benefits2012-01-0110,952
Total of all active and inactive participants2012-01-0128,849
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-01459
Total participants2012-01-0129,308
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: XEROX CORPORATION RETIREMENT INCOME GUARANTEE PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0132,010
Total number of active participants reported on line 7a of the Form 55002011-01-0116,717
Number of retired or separated participants receiving benefits2011-01-012,682
Number of other retired or separated participants entitled to future benefits2011-01-0110,154
Total of all active and inactive participants2011-01-0129,553
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-01335
Total participants2011-01-0129,888
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: XEROX CORPORATION RETIREMENT INCOME GUARANTEE PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0133,980
Total number of active participants reported on line 7a of the Form 55002010-01-0118,803
Number of retired or separated participants receiving benefits2010-01-012,825
Number of other retired or separated participants entitled to future benefits2010-01-0110,065
Total of all active and inactive participants2010-01-0131,693
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-01317
Total participants2010-01-0132,010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: XEROX CORPORATION RETIREMENT INCOME GUARANTEE PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0134,999
Total number of active participants reported on line 7a of the Form 55002009-01-0120,850
Number of retired or separated participants receiving benefits2009-01-012,872
Number of other retired or separated participants entitled to future benefits2009-01-019,955
Total of all active and inactive participants2009-01-0133,677
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-01303
Total participants2009-01-0133,980
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-011

Financial Data on XEROX CORPORATION RETIREMENT INCOME GUARANTEE PLAN

Measure Date Value
2017 : XEROX CORPORATION RETIREMENT INCOME GUARANTEE PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets from this plan2017-12-31$3,021,702,000
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$365,244,000
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$552,890,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$533,000,000
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$0
Value of total assets at beginning of year2017-12-31$3,209,348,000
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$19,890,000
Total interest from all sources2017-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
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$19,856,000
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$15,000,000
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
Administrative expenses (other) incurred2017-12-31$34,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$-187,646,000
Value of net assets at end of year (total assets less liabilities)2017-12-31$0
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$3,209,348,000
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in master investment trust accounts at end of year2017-12-31$0
Value of interest in master investment trust accounts at beginning of year2017-12-31$2,596,348,000
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
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
Employer contributions (assets) at end of year2017-12-31$0
Employer contributions (assets) at beginning of year2017-12-31$613,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$533,000,000
Did the plan have assets held for investment2017-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31PRICEWATERHOUSECOOPERS LLP
Accountancy firm EIN2017-12-31134008324
2016 : XEROX CORPORATION RETIREMENT INCOME GUARANTEE PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$843,823,000
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$242,789,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$227,003,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$613,000,000
Value of total assets at end of year2016-12-31$3,209,348,000
Value of total assets at beginning of year2016-12-31$2,608,314,000
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$15,786,000
Total interest from all sources2016-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
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$1,946,346
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$15,000,000
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
Other income not declared elsewhere2016-12-31$36,000
Administrative expenses (other) incurred2016-12-31$13,736,928
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$601,034,000
Value of net assets at end of year (total assets less liabilities)2016-12-31$3,209,348,000
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$2,608,314,000
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$102,726
Value of interest in master investment trust accounts at end of year2016-12-31$2,596,348,000
Value of interest in master investment trust accounts at beginning of year2016-12-31$2,608,314,000
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$613,000,000
Employer contributions (assets) at end of year2016-12-31$613,000,000
Employer contributions (assets) at beginning of year2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$227,003,000
Did the plan have assets held for investment2016-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31PRICEWATERHOUSECOOPERS LLP
Accountancy firm EIN2016-12-31134008324
2015 : XEROX CORPORATION RETIREMENT INCOME GUARANTEE PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$4,671,000
Total income from all sources (including contributions)2015-12-31$62,674,000
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$345,704,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$328,714,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$120,900,000
Value of total assets at end of year2015-12-31$2,608,314,000
Value of total assets at beginning of year2015-12-31$2,896,015,000
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$16,990,000
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
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$1,910,587
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$15,000,000
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
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$1,548,000
Administrative expenses (other) incurred2015-12-31$14,996,565
Liabilities. Value of operating payables at end of year2015-12-31$0
Liabilities. Value of operating payables at beginning of year2015-12-31$3,123,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-283,030,000
Value of net assets at end of year (total assets less liabilities)2015-12-31$2,608,314,000
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$2,891,344,000
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$82,848
Value of interest in master investment trust accounts at end of year2015-12-31$2,608,314,000
Value of interest in master investment trust accounts at beginning of year2015-12-31$2,879,015,000
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$120,900,000
Employer contributions (assets) at end of year2015-12-31$0
Employer contributions (assets) at beginning of year2015-12-31$17,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$328,714,000
Did the plan have assets held for investment2015-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31PRICEWATERHOUSECOOPERS LLP
Accountancy firm EIN2015-12-31134008324
2014 : XEROX CORPORATION RETIREMENT INCOME GUARANTEE PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$4,671,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$460,182,000
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$239,226,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$228,474,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$92,000,000
Value of total assets at end of year2014-12-31$2,896,015,000
Value of total assets at beginning of year2014-12-31$2,670,388,000
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$10,752,000
Total interest from all sources2014-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$10,752,000
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$15,000,000
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
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$1,548,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$0
Liabilities. Value of operating payables at end of year2014-12-31$3,123,000
Liabilities. Value of operating payables 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$220,956,000
Value of net assets at end of year (total assets less liabilities)2014-12-31$2,891,344,000
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$2,670,388,000
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in master investment trust accounts at end of year2014-12-31$2,879,015,000
Value of interest in master investment trust accounts at beginning of year2014-12-31$2,654,388,000
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$92,000,000
Employer contributions (assets) at end of year2014-12-31$17,000,000
Employer contributions (assets) at beginning of year2014-12-31$16,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$228,474,000
Did the plan have assets held for investment2014-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31PRICEWATERHOUSECOOPERS LLP
Accountancy firm EIN2014-12-31134008324
2013 : XEROX CORPORATION RETIREMENT INCOME GUARANTEE PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$169,000
Total income from all sources (including contributions)2013-12-31$159,952,000
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$796,546,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$791,677,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$16,000,000
Value of total assets at end of year2013-12-31$2,670,388,000
Value of total assets at beginning of year2013-12-31$3,307,151,000
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$4,869,000
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$1,609,000
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$15,000,000
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
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$169,000
Administrative expenses (other) incurred2013-12-31$3,145,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$-636,594,000
Value of net assets at end of year (total assets less liabilities)2013-12-31$2,670,388,000
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$3,306,982,000
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$115,000
Value of interest in master investment trust accounts at end of year2013-12-31$2,654,388,000
Value of interest in master investment trust accounts at beginning of year2013-12-31$3,307,151,000
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$59,940,000
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$16,000,000
Employer contributions (assets) at end of year2013-12-31$16,000,000
Employer contributions (assets) at beginning of year2013-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$731,737,000
Did the plan have assets held for investment2013-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31PRICEWATERHOUSECOOPERS LLP
Accountancy firm EIN2013-12-31134008324
2012 : XEROX CORPORATION RETIREMENT INCOME GUARANTEE PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$169,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$341,464,000
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$459,629,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$457,935,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$0
Value of total assets at end of year2012-12-31$3,307,151,000
Value of total assets at beginning of year2012-12-31$3,425,147,000
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$1,694,000
Total interest from all sources2012-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$1,694,000
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$15,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$169,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$-118,165,000
Value of net assets at end of year (total assets less liabilities)2012-12-31$3,306,982,000
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$3,425,147,000
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in master investment trust accounts at end of year2012-12-31$3,307,151,000
Value of interest in master investment trust accounts at beginning of year2012-12-31$3,135,474,000
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$156,402,000
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Employer contributions (assets) at end of year2012-12-31$0
Employer contributions (assets) at beginning of year2012-12-31$289,673,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$301,533,000
Did the plan have assets held for investment2012-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31PRICEWATERHOUSECOOPERS LLP
Accountancy firm EIN2012-12-31134008324
2011 : XEROX CORPORATION RETIREMENT INCOME GUARANTEE PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$752,444,000
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$553,759,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$548,264,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$387,872,000
Value of total assets at end of year2011-12-31$3,425,147,000
Value of total assets at beginning of year2011-12-31$3,226,462,000
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$5,495,000
Total interest from all sources2011-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$3,115,000
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$15,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Administrative expenses (other) incurred2011-12-31$2,158,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$198,685,000
Value of net assets at end of year (total assets less liabilities)2011-12-31$3,425,147,000
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$3,226,462,000
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$222,000
Value of interest in master investment trust accounts at end of year2011-12-31$3,135,474,000
Value of interest in master investment trust accounts at beginning of year2011-12-31$2,950,346,000
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$132,202,000
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$387,872,000
Employer contributions (assets) at end of year2011-12-31$289,673,000
Employer contributions (assets) at beginning of year2011-12-31$276,116,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$416,062,000
Did the plan have assets held for investment2011-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31PRICEWATERHOUSECOOPERS LLP
Accountancy firm EIN2011-12-31134008324
2010 : XEROX CORPORATION RETIREMENT INCOME GUARANTEE PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$601,805,000
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$383,034,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$377,067,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$276,116,000
Value of total assets at end of year2010-12-31$3,226,462,000
Value of total assets at beginning of year2010-12-31$3,007,691,000
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$5,967,000
Total interest from all sources2010-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$5,967,000
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$15,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$218,771,000
Value of net assets at end of year (total assets less liabilities)2010-12-31$3,226,462,000
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$3,007,691,000
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in master investment trust accounts at end of year2010-12-31$2,950,346,000
Value of interest in master investment trust accounts at beginning of year2010-12-31$2,916,691,000
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$114,342,000
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$276,116,000
Employer contributions (assets) at end of year2010-12-31$276,116,000
Employer contributions (assets) at beginning of year2010-12-31$91,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$262,725,000
Did the plan have assets held for investment2010-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31PRICEWATERHOUSECOOPERS LLP
Accountancy firm EIN2010-12-31134008324
2009 : XEROX CORPORATION RETIREMENT INCOME GUARANTEE 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 XEROX CORPORATION RETIREMENT INCOME GUARANTEE PLAN

2017: XEROX CORPORATION RETIREMENT INCOME GUARANTEE PLAN 2017 form 5500 responses
2017-01-01Type of plan entityMulitple employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingYes
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 – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: XEROX CORPORATION RETIREMENT INCOME GUARANTEE PLAN 2016 form 5500 responses
2016-01-01Type of plan entityMulitple 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 – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: XEROX CORPORATION RETIREMENT INCOME GUARANTEE PLAN 2015 form 5500 responses
2015-01-01Type of plan entityMulitple 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 – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: XEROX CORPORATION RETIREMENT INCOME GUARANTEE PLAN 2014 form 5500 responses
2014-01-01Type of plan entityMulitple 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 – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: XEROX CORPORATION RETIREMENT INCOME GUARANTEE PLAN 2013 form 5500 responses
2013-01-01Type of plan entityMulitple 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 – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: XEROX CORPORATION RETIREMENT INCOME GUARANTEE PLAN 2012 form 5500 responses
2012-01-01Type of plan entityMulitple 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 – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: XEROX CORPORATION RETIREMENT INCOME GUARANTEE PLAN 2011 form 5500 responses
2011-01-01Type of plan entityMulitple 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 – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: XEROX CORPORATION RETIREMENT INCOME GUARANTEE PLAN 2010 form 5500 responses
2010-01-01Type of plan entityMulitple 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 – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: XEROX CORPORATION RETIREMENT INCOME GUARANTEE PLAN 2009 form 5500 responses
2009-01-01Type of plan entityMulitple 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 – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number5327
Policy instance 1
Insurance contract or identification number5327
Number of Individuals Covered150
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number5327
Policy instance 1
Insurance contract or identification number5327
Number of Individuals Covered435
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number5327
Policy instance 1
Insurance contract or identification number5327
Number of Individuals Covered22
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number5327
Policy instance 1
Insurance contract or identification number5327
Number of Individuals Covered363
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Are there contracts with allocated funds for individual policies?Yes
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

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