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SUNOCO, INC. DEFINED CONTRIBUTION MASTER TRUST 401k Plan overview

Plan NameSUNOCO, INC. DEFINED CONTRIBUTION MASTER TRUST
Plan identification number 102

SUNOCO, INC. DEFINED CONTRIBUTION MASTER TRUST Benefits

No plan benefit data available

401k Sponsoring company profile

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

Company Name:SUNOCO, INC.
Employer identification number (EIN):231743282
NAIC Classification:324110
NAIC Description:Petroleum Refineries

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SUNOCO, INC. DEFINED CONTRIBUTION MASTER TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
1022018-01-01
1022017-01-01CHRISTOPHER CURIA CHRISTOPHER CURIA2018-10-01
1022016-01-01CHRISTOPHER CURIA CHRISTOPHER CURIA2017-10-12
1022015-01-01CHRISTOPHER CURIA CHRISTOPHER CURIA2016-09-30
1022014-01-01CHRISTOPHER CURIA
1022013-01-01CHRISTOPHER CURIA
1022012-01-012013-10-27
1022011-01-012012-10-04
1022009-01-012010-10-12

Financial Data on SUNOCO, INC. DEFINED CONTRIBUTION MASTER TRUST

Measure Date Value
2018 : SUNOCO, INC. DEFINED CONTRIBUTION MASTER TRUST 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$151,931,568
Total transfer of assets from this plan2018-12-31$238,544,253
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$-98,710,149
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$0
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$0
Value of total assets at end of year2018-12-31$1,269,804,106
Value of total assets at beginning of year2018-12-31$1,455,126,940
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$0
Total interest from all sources2018-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$5,036,375
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$5,036,375
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Assets. Other investments not covered elsewhere at end of year2018-12-31$29,306,740
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$28,813,731
Other income not declared elsewhere2018-12-31$-2,116,496
Value of net income/loss2018-12-31$-98,710,149
Value of net assets at end of year (total assets less liabilities)2018-12-31$1,269,804,106
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$1,455,126,940
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$163,316,948
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$372,580,557
Value of interest in pooled separate accounts at end of year2018-12-31$91,538,053
Value of interest in pooled separate accounts at beginning of year2018-12-31$108,340,139
Value of interest in master investment trust accounts at end of year2018-12-31$0
Value of interest in master investment trust accounts at beginning of year2018-12-31$671,028,341
Value of interest in common/collective trusts at end of year2018-12-31$985,642,365
Value of interest in common/collective trusts at beginning of year2018-12-31$274,364,172
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-29,270,792
Net investment gain/loss from pooled separate accounts2018-12-31$-8,801,141
Net investment gain or loss from common/collective trusts2018-12-31$-63,558,095
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Did the plan have assets held for investment2018-12-31Yes
2017 : SUNOCO, INC. DEFINED CONTRIBUTION MASTER TRUST 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$-8,704
Total unrealized appreciation/depreciation of assets2017-12-31$-8,704
Total transfer of assets to this plan2017-12-31$154,429,372
Total transfer of assets from this plan2017-12-31$138,640,860
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$218,124,106
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$0
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$0
Value of total assets at end of year2017-12-31$1,455,126,940
Value of total assets at beginning of year2017-12-31$1,221,214,322
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$0
Total interest from all sources2017-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$6,068,539
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$6,068,539
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Assets. Other investments not covered elsewhere at end of year2017-12-31$28,813,731
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$24,615,948
Other income not declared elsewhere2017-12-31$2,919,977
Value of net income/loss2017-12-31$218,124,106
Value of net assets at end of year (total assets less liabilities)2017-12-31$1,455,126,940
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$1,221,214,322
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
Assets. partnership/joint venture interests at end of year2017-12-31$0
Assets. partnership/joint venture interests at beginning of year2017-12-31$4,010
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$372,580,557
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$307,680,976
Value of interest in pooled separate accounts at end of year2017-12-31$108,340,139
Value of interest in pooled separate accounts at beginning of year2017-12-31$237,267,698
Value of interest in master investment trust accounts at end of year2017-12-31$671,028,341
Value of interest in common/collective trusts at end of year2017-12-31$274,364,172
Value of interest in common/collective trusts at beginning of year2017-12-31$651,645,690
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$47,054,580
Net investment gain/loss from pooled separate accounts2017-12-31$96,622,161
Net investment gain or loss from common/collective trusts2017-12-31$65,467,553
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Did the plan have assets held for investment2017-12-31Yes
2016 : SUNOCO, INC. DEFINED CONTRIBUTION MASTER TRUST 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$3,541
Total unrealized appreciation/depreciation of assets2016-12-31$3,541
Total transfer of assets to this plan2016-12-31$185,547,599
Total transfer of assets from this plan2016-12-31$137,649,871
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$106,520,088
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$0
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$0
Value of total assets at end of year2016-12-31$1,221,214,322
Value of total assets at beginning of year2016-12-31$1,066,796,506
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$0
Total interest from all sources2016-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$5,988,213
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$5,988,213
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Assets. Other investments not covered elsewhere at end of year2016-12-31$24,615,948
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$19,815,057
Other income not declared elsewhere2016-12-31$2,680,481
Value of net income/loss2016-12-31$106,520,088
Value of net assets at end of year (total assets less liabilities)2016-12-31$1,221,214,322
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$1,066,796,506
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
Assets. partnership/joint venture interests at end of year2016-12-31$4,010
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$307,680,976
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$275,187,300
Value of interest in pooled separate accounts at end of year2016-12-31$237,267,698
Value of interest in pooled separate accounts at beginning of year2016-12-31$209,849,811
Value of interest in common/collective trusts at end of year2016-12-31$651,645,690
Value of interest in common/collective trusts at beginning of year2016-12-31$561,944,338
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$19,481,571
Net investment gain/loss from pooled separate accounts2016-12-31$31,465,003
Net investment gain or loss from common/collective trusts2016-12-31$46,901,279
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Did the plan have assets held for investment2016-12-31Yes
2015 : SUNOCO, INC. DEFINED CONTRIBUTION MASTER TRUST 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$264,460,272
Total transfer of assets from this plan2015-12-31$171,252,334
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$-3,933,588
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$0
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$0
Value of total assets at end of year2015-12-31$1,066,796,506
Value of total assets at beginning of year2015-12-31$977,522,156
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$0
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$5,898,205
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$5,898,205
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2015-12-31$2,854
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Assets. Other investments not covered elsewhere at end of year2015-12-31$19,815,057
Other income not declared elsewhere2015-12-31$-2,385,373
Value of net income/loss2015-12-31$-3,933,588
Value of net assets at end of year (total assets less liabilities)2015-12-31$1,066,796,506
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$977,522,156
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$275,187,300
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$289,858,527
Value of interest in pooled separate accounts at end of year2015-12-31$209,849,811
Value of interest in pooled separate accounts at beginning of year2015-12-31$212,048,087
Value of interest in common/collective trusts at end of year2015-12-31$561,944,338
Value of interest in common/collective trusts at beginning of year2015-12-31$462,466,154
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$141,499
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$141,499
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-8,016,317
Net investment gain/loss from pooled separate accounts2015-12-31$-15,252
Net investment gain or loss from common/collective trusts2015-12-31$585,149
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$13,005,035
Did the plan have assets held for investment2015-12-31Yes
2014 : SUNOCO, INC. DEFINED CONTRIBUTION MASTER TRUST 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$33,301
Total unrealized appreciation/depreciation of assets2014-12-31$33,301
Total transfer of assets to this plan2014-12-31$149,145,999
Total transfer of assets from this plan2014-12-31$111,136,798
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$62,074,497
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$0
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$0
Value of total assets at end of year2014-12-31$977,522,156
Value of total assets at beginning of year2014-12-31$877,438,458
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$0
Total interest from all sources2014-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$5,506,733
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$5,235,283
Assets. Corporate prefeered stocks other than exployer securities at end of year2014-12-31$2,854
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2014-12-31$811
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Value of net income/loss2014-12-31$62,074,497
Value of net assets at end of year (total assets less liabilities)2014-12-31$977,522,156
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$877,438,458
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 registered invesment companies (eg mutual funds) at end of year2014-12-31$289,858,527
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$292,097,043
Value of interest in pooled separate accounts at end of year2014-12-31$212,048,087
Value of interest in pooled separate accounts at beginning of year2014-12-31$194,858,209
Value of interest in common/collective trusts at end of year2014-12-31$462,466,154
Value of interest in common/collective trusts at beginning of year2014-12-31$380,800,819
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$141,499
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$10,606
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$10,606
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$5,151,528
Net investment gain/loss from pooled separate accounts2014-12-31$22,106,612
Net investment gain or loss from common/collective trusts2014-12-31$29,276,323
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Income. Dividends from common stock2014-12-31$271,450
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$13,005,035
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$9,670,970
Did the plan have assets held for investment2014-12-31Yes
2013 : SUNOCO, INC. DEFINED CONTRIBUTION MASTER TRUST 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$1,246,944
Total unrealized appreciation/depreciation of assets2013-12-31$1,246,944
Total transfer of assets to this plan2013-12-31$444,684,773
Total transfer of assets from this plan2013-12-31$660,920,474
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$185,376
Total income from all sources (including contributions)2013-12-31$150,278,217
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$0
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$0
Value of total assets at end of year2013-12-31$877,438,458
Value of total assets at beginning of year2013-12-31$943,581,318
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$0
Total interest from all sources2013-12-31$1
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$6,102,669
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$5,859,402
Assets. Corporate prefeered stocks other than exployer securities at end of year2013-12-31$811
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2013-12-31$320,709
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$205,353,712
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$15,604
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$185,376
Value of net income/loss2013-12-31$150,278,217
Value of net assets at end of year (total assets less liabilities)2013-12-31$877,438,458
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$943,395,942
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$292,097,043
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$608,603,657
Value of interest in pooled separate accounts at end of year2013-12-31$194,858,209
Value of interest in common/collective trusts at end of year2013-12-31$380,800,819
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$10,606
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$1
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$115,248,186
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$78,890,394
Net investment gain/loss from pooled separate accounts2013-12-31$36,996,746
Net investment gain or loss from common/collective trusts2013-12-31$27,041,463
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Income. Dividends from preferred stock2013-12-31$9,896
Income. Dividends from common stock2013-12-31$233,371
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$2,434,092
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$9,670,970
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$11,605,358
Did the plan have assets held for investment2013-12-31Yes
2012 : SUNOCO, INC. DEFINED CONTRIBUTION MASTER TRUST 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$9,006,055
Total unrealized appreciation/depreciation of assets2012-12-31$9,006,055
Total transfer of assets to this plan2012-12-31$79,723,531
Total transfer of assets from this plan2012-12-31$352,787,694
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$185,376
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$20,672
Total income from all sources (including contributions)2012-12-31$117,208,319
Total loss/gain on sale of assets2012-12-31$27,226,221
Total of all expenses incurred2012-12-31$0
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$0
Value of total assets at end of year2012-12-31$943,581,318
Value of total assets at beginning of year2012-12-31$1,099,272,458
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$0
Total interest from all sources2012-12-31$46,867
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$16,353,853
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$15,006,905
Assets. Corporate prefeered stocks other than exployer securities at end of year2012-12-31$320,709
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2012-12-31$268,682
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Assets. Other investments not covered elsewhere at end of year2012-12-31$205,353,712
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$198,868,237
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$15,604
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$43,922
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$185,376
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$20,672
Value of net income/loss2012-12-31$117,208,319
Value of net assets at end of year (total assets less liabilities)2012-12-31$943,395,942
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$1,099,251,786
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 registered invesment companies (eg mutual funds) at end of year2012-12-31$608,603,657
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$638,323,066
Income. Interest from US Government securities2012-12-31$1,964
Income. Interest from corporate debt instruments2012-12-31$40,036
Value of interest in common/collective trusts at end of year2012-12-31$0
Value of interest in common/collective trusts at beginning of year2012-12-31$6,663,954
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$122,039
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$122,039
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$4,867
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$115,248,186
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$101,988,213
Asset value of US Government securities at end of year2012-12-31$0
Asset value of US Government securities at beginning of year2012-12-31$39,136,660
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$64,575,323
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Assets. Invements in employer securities at end of year2012-12-31$0
Assets. Invements in employer securities at beginning of year2012-12-31$72,272,636
Income. Dividends from preferred stock2012-12-31$21,321
Income. Dividends from common stock2012-12-31$1,325,627
Asset. Corporate debt instrument preferred debt at end of year2012-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2012-12-31$200,021
Asset. Corporate debt instrument debt (other) at end of year2012-12-31$2,434,092
Asset. Corporate debt instrument debt (other) at beginning of year2012-12-31$26,749,456
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$11,605,358
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$14,635,572
Did the plan have assets held for investment2012-12-31Yes
Aggregate proceeds on sale of assets2012-12-31$118,241,424
Aggregate carrying amount (costs) on sale of assets2012-12-31$91,015,203
2011 : SUNOCO, INC. DEFINED CONTRIBUTION MASTER TRUST 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$9,606,107
Total unrealized appreciation/depreciation of assets2011-12-31$9,606,107
Total transfer of assets to this plan2011-12-31$104,445,480
Total transfer of assets from this plan2011-12-31$157,739,968
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$20,672
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$547,644
Total income from all sources (including contributions)2011-12-31$4,771,835
Total loss/gain on sale of assets2011-12-31$13,018,463
Total of all expenses incurred2011-12-31$0
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$0
Value of total assets at end of year2011-12-31$1,099,272,458
Value of total assets at beginning of year2011-12-31$1,148,322,083
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$0
Total interest from all sources2011-12-31$60,247
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$16,745,604
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$15,245,871
Assets. Corporate prefeered stocks other than exployer securities at end of year2011-12-31$268,682
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2011-12-31$255,095
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Assets. Other investments not covered elsewhere at end of year2011-12-31$198,868,237
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$88,386,387
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$43,922
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$203,014
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$20,672
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$547,644
Value of net income/loss2011-12-31$4,771,835
Value of net assets at end of year (total assets less liabilities)2011-12-31$1,099,251,786
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$1,147,774,439
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$638,323,066
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$689,384,056
Interest earned on other investments2011-12-31$5,604
Income. Interest from US Government securities2011-12-31$2,638
Income. Interest from corporate debt instruments2011-12-31$46,455
Value of interest in common/collective trusts at end of year2011-12-31$6,663,954
Value of interest in common/collective trusts at beginning of year2011-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$122,039
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$131,641
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$131,641
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$5,550
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$101,988,213
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$192,707,005
Asset value of US Government securities at end of year2011-12-31$39,136,660
Asset value of US Government securities at beginning of year2011-12-31$118,387
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-34,658,711
Net investment gain or loss from common/collective trusts2011-12-31$125
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Assets. Invements in employer securities at end of year2011-12-31$72,272,636
Assets. Invements in employer securities at beginning of year2011-12-31$86,999,807
Income. Dividends from preferred stock2011-12-31$21,072
Income. Dividends from common stock2011-12-31$1,478,661
Asset. Corporate debt instrument preferred debt at end of year2011-12-31$200,021
Asset. Corporate debt instrument preferred debt at beginning of year2011-12-31$236,028
Asset. Corporate debt instrument debt (other) at end of year2011-12-31$26,749,456
Asset. Corporate debt instrument debt (other) at beginning of year2011-12-31$71,764,983
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$14,635,572
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$18,135,680
Did the plan have assets held for investment2011-12-31Yes
Aggregate proceeds on sale of assets2011-12-31$68,359,238
Aggregate carrying amount (costs) on sale of assets2011-12-31$55,340,775
2010 : SUNOCO, INC. DEFINED CONTRIBUTION MASTER TRUST 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$43,938,737
Total unrealized appreciation/depreciation of assets2010-12-31$43,938,737
Total transfer of assets to this plan2010-12-31$102,643,542
Total transfer of assets from this plan2010-12-31$178,250,248
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$547,644
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$222,858
Total income from all sources (including contributions)2010-12-31$139,729,623
Total loss/gain on sale of assets2010-12-31$6,964,149
Total of all expenses incurred2010-12-31$0
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$0
Value of total assets at end of year2010-12-31$1,148,322,083
Value of total assets at beginning of year2010-12-31$1,083,874,380
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$0
Total interest from all sources2010-12-31$70,090
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$14,184,063
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$12,404,809
Assets. Corporate prefeered stocks other than exployer securities at end of year2010-12-31$255,095
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2010-12-31$168,088
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Assets. Other investments not covered elsewhere at end of year2010-12-31$88,386,387
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$148,941,547
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$203,014
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$92,314
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$547,644
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$222,858
Total non interest bearing cash at end of year2010-12-31$0
Total non interest bearing cash at beginning of year2010-12-31$64
Value of net income/loss2010-12-31$139,729,623
Value of net assets at end of year (total assets less liabilities)2010-12-31$1,147,774,439
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$1,083,651,522
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 registered invesment companies (eg mutual funds) at end of year2010-12-31$689,384,056
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$633,479,433
Interest earned on other investments2010-12-31$9,583
Income. Interest from US Government securities2010-12-31$2,870
Income. Interest from corporate debt instruments2010-12-31$43,521
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$131,641
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$601,381
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$601,381
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$14,116
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$192,707,005
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$184,902,090
Asset value of US Government securities at end of year2010-12-31$118,387
Asset value of US Government securities at beginning of year2010-12-31$111,208
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$74,572,584
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Assets. Invements in employer securities at end of year2010-12-31$86,999,807
Assets. Invements in employer securities at beginning of year2010-12-31$69,443,031
Income. Dividends from preferred stock2010-12-31$8,947
Income. Dividends from common stock2010-12-31$1,770,307
Asset. Corporate debt instrument preferred debt at end of year2010-12-31$236,028
Asset. Corporate debt instrument preferred debt at beginning of year2010-12-31$109,201
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$71,764,983
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$30,983,930
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$18,135,680
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$15,042,093
Did the plan have assets held for investment2010-12-31Yes
Aggregate proceeds on sale of assets2010-12-31$53,740,788
Aggregate carrying amount (costs) on sale of assets2010-12-31$46,776,639

Form 5500 Responses for SUNOCO, INC. DEFINED CONTRIBUTION MASTER TRUST

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

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number621548
Policy instance 3
Insurance contract or identification number621548
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $90
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $90
Additional information about fees paid to insurance brokerPRORATED INCENTIVE, NOT DEDUCTED FROM PLAN
Insurance broker organization code?3
Insurance broker nameLOCKTON FINANCIAL ADVISORS LLC
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number452506
Policy instance 2
Insurance contract or identification number452506
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $185
Total amount of fees paid to insurance companyUSD $67,967
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $185
Amount paid for insurance broker fees67967
Additional information about fees paid to insurance brokerPRORATED INCENTIVE, NOT DEDUCTED FROM PLAN
Insurance broker organization code?3
Insurance broker nameLOCKTON FINANCIAL ADVISORS LLC
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number809250
Policy instance 1
Insurance contract or identification number809250
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $23
Total amount of fees paid to insurance companyUSD $210
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $23
Amount paid for insurance broker fees210
Additional information about fees paid to insurance brokerPRORATED INCENTIVE, NOT DEDUCTED FROM PLAN
Insurance broker organization code?3
Insurance broker nameLOCKTON FINANCIAL ADVISORS LLC
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number621548
Policy instance 3
Insurance contract or identification number621548
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
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
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number452506
Policy instance 2
Insurance contract or identification number452506
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
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
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees8497
Additional information about fees paid to insurance brokerPRORATED INCENTIVE, NOT DEDUCTED FROM PLAN
Insurance broker organization code?3
Insurance broker nameLOCKTON FINANCIAL ADVISORS LLC
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number809250
Policy instance 1
Insurance contract or identification number809250
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
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
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees108
Additional information about fees paid to insurance brokerPRORATED INCENTIVE, NOT DEDUCTED FROM PLAN
Insurance broker organization code?3
Insurance broker nameLOCKTON FINANCIAL ADVISORS LLC
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number452506
Policy instance 2
Insurance contract or identification number452506
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 $15,112
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
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees15112
Additional information about fees paid to insurance brokerPRORATED INCENTIVE, NOT DEDUCTED FROM PLAN
Insurance broker organization code?3
Insurance broker nameLOCKTON FINANCIAL ADVISORS LLC
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number809250
Policy instance 1
Insurance contract or identification number809250
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 $537
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees537
Additional information about fees paid to insurance brokerPRORATED INCENTIVE, NOT DEDUCTED FROM PLAN
Insurance broker organization code?3
Insurance broker nameLOCKTON FINANCIAL ADVISORS LLC
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract number34370
Policy instance 4
Insurance contract or identification number34370
Number of Individuals Covered0
Insurance policy start date2013-01-01
Insurance policy end date2013-01-01
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
PROTECTIVE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88536 )
Policy contract numberGA2034
Policy instance 5
Insurance contract or identification numberGA2034
Number of Individuals Covered0
Insurance policy start date2013-01-01
Insurance policy end date2013-01-01
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
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number809250
Policy instance 6
Insurance contract or identification number809250
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
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
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number452506
Policy instance 7
Insurance contract or identification number452506
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number32596
Policy instance 3
Insurance contract or identification number32596
Number of Individuals Covered0
Insurance policy start date2013-01-01
Insurance policy end date2013-01-01
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number062509
Policy instance 2
Insurance contract or identification number062509
Number of Individuals Covered0
Insurance policy start date2013-01-01
Insurance policy end date2013-01-01
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 number062191
Policy instance 1
Insurance contract or identification number062191
Number of Individuals Covered0
Insurance policy start date2013-01-01
Insurance policy end date2013-01-01
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 number062509
Policy instance 2
Insurance contract or identification number062509
Number of Individuals Covered3619
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
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 number32596
Policy instance 3
Insurance contract or identification number32596
Number of Individuals Covered3619
Insurance policy start date2012-11-02
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number062191
Policy instance 1
Insurance contract or identification number062191
Number of Individuals Covered3619
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract number34370
Policy instance 4
Insurance contract or identification number34370
Number of Individuals Covered3619
Insurance policy start date2012-08-10
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PROTECTIVE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88536 )
Policy contract numberGA2034
Policy instance 5
Insurance contract or identification numberGA2034
Number of Individuals Covered3619
Insurance policy start date2012-09-28
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CHARTIS (National Association of Insurance Commissioners NAIC id number: 66842 )
Policy contract number543456
Policy instance 1
Insurance contract or identification number543456
Number of Individuals Covered0
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number32596
Policy instance 2
Insurance contract or identification number32596
Number of Individuals Covered4838
Insurance policy start date2011-11-02
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number062509
Policy instance 3
Insurance contract or identification number062509
Number of Individuals Covered4838
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
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 number062191
Policy instance 4
Insurance contract or identification number062191
Number of Individuals Covered4838
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MONUMENTAL LIFE (National Association of Insurance Commissioners NAIC id number: 66281 )
Policy contract numberBDA00114TR
Policy instance 2
Insurance contract or identification numberBDA00114TR
Number of Individuals Covered5784
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
CHARTIS (National Association of Insurance Commissioners NAIC id number: 66842 )
Policy contract number543456
Policy instance 1
Insurance contract or identification number543456
Number of Individuals Covered5784
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No

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