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RETIREMENT PLAN FOR EMPLOYEES OF AETNA INC. 401k Plan overview

Plan NameRETIREMENT PLAN FOR EMPLOYEES OF AETNA INC.
Plan identification number 003

RETIREMENT PLAN FOR EMPLOYEES OF AETNA INC. Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
  • 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)).

401k Sponsoring company profile

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

Company Name:AETNA INC.
Employer identification number (EIN):232229683
NAIC Classification:524140

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RETIREMENT PLAN FOR EMPLOYEES OF AETNA INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032022-01-01
0032021-01-01
0032020-01-01
0032019-01-01
0032018-01-01
0032018-01-01
0032017-01-01KAY MOONEY KAY MOONEY2018-10-12
0032016-01-01KAY MOONEY
0032015-01-01KAY MOONEY
0032014-01-01KAY MOONEY
0032013-01-01KAY MOONEY
0032012-01-01JAMES FOOTE
0032011-01-01BRENNAN HINKLE
0032010-01-01BRENNAN HINKLE
0032009-01-01DEBORAH KOLTENUK

Plan Statistics for RETIREMENT PLAN FOR EMPLOYEES OF AETNA INC.

401k plan membership statisitcs for RETIREMENT PLAN FOR EMPLOYEES OF AETNA INC.

Measure Date Value
2022: RETIREMENT PLAN FOR EMPLOYEES OF AETNA INC. 2022 401k membership
Market value of plan assets2022-12-316,676,886,139
Acturial value of plan assets2022-12-316,596,184,873
Funding target for retired participants and beneficiaries receiving payment2022-12-312,993,632,576
Number of terminated vested participants2022-12-3114,389
Fundng target for terminated vested participants2022-12-31854,561,300
Active participant vested funding target2022-12-31623,352,874
Number of active participants2022-12-3111,471
Total funding liabilities for active participants2022-12-31623,484,488
Total participant count2022-12-3153,674
Total funding target for all participants2022-12-314,471,678,364
Balance at beginning of prior year after applicable adjustments2022-12-31699,670,024
Prefunding balance at beginning of prior year after applicable adjustments2022-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2022-12-310
Prefunding balanced used to offset prior years funding requirement2022-12-310
Amount remaining of carryover balance2022-12-31699,670,024
Amount remaining of prefunding balance2022-12-310
Present value of excess contributions2022-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-12-310
Reductions in caryover balances due to elections or deemed elections2022-12-310
Reductions in prefunding balances due to elections or deemed elections2022-12-310
Balance of carryovers at beginning of current year2022-12-31723,388,838
Balance of prefunding at beginning of current year2022-12-310
Total employer contributions2022-12-310
Total employee contributions2022-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2022-12-310
Contributions made to avoid restrictions adjusted to valuation date2022-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-12-310
Unpaid minimum required contributions for all prior years2022-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-12-310
Remaining amount of unpaid minimum required contributions2022-12-310
Minimum required contributions for current year target normal cost2022-12-3110,300,000
Net shortfall amortization installment of oustanding balance2022-12-310
Waiver amortization installment2022-12-310
Total funding amount beforereflecting carryover/prefunding balances2022-12-310
Carryover balance elected to use to offset funding requirement2022-12-310
Prefunding balance elected to use to offset funding requirement2022-12-310
Additional cash requirement2022-12-310
Contributions allocatedtoward minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
Total participants, beginning-of-year2022-01-0153,674
Total number of active participants reported on line 7a of the Form 55002022-01-0110,546
Number of retired or separated participants receiving benefits2022-01-0125,129
Number of other retired or separated participants entitled to future benefits2022-01-0113,583
Total of all active and inactive participants2022-01-0149,258
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-012,848
Total participants2022-01-0152,106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-012
2021: RETIREMENT PLAN FOR EMPLOYEES OF AETNA INC. 2021 401k membership
Market value of plan assets2021-12-316,844,716,957
Acturial value of plan assets2021-12-316,316,253,476
Funding target for retired participants and beneficiaries receiving payment2021-12-312,970,909,711
Number of terminated vested participants2021-12-3115,854
Fundng target for terminated vested participants2021-12-31941,649,885
Active participant vested funding target2021-12-31650,515,034
Number of active participants2021-12-3112,139
Total funding liabilities for active participants2021-12-31651,325,849
Total participant count2021-12-3155,789
Total funding target for all participants2021-12-314,563,885,445
Balance at beginning of prior year after applicable adjustments2021-12-31620,604,953
Prefunding balance at beginning of prior year after applicable adjustments2021-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-310
Prefunding balanced used to offset prior years funding requirement2021-12-310
Amount remaining of carryover balance2021-12-31620,604,953
Amount remaining of prefunding balance2021-12-310
Present value of excess contributions2021-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-310
Reductions in caryover balances due to elections or deemed elections2021-12-310
Reductions in prefunding balances due to elections or deemed elections2021-12-310
Balance of carryovers at beginning of current year2021-12-31699,670,024
Balance of prefunding at beginning of current year2021-12-310
Total employer contributions2021-12-310
Total employee contributions2021-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-310
Contributions made to avoid restrictions adjusted to valuation date2021-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-310
Unpaid minimum required contributions for all prior years2021-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-3110,600,000
Net shortfall amortization installment of oustanding balance2021-12-310
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-310
Carryover balance elected to use to offset funding requirement2021-12-310
Prefunding balance elected to use to offset funding requirement2021-12-310
Additional cash requirement2021-12-310
Contributions allocatedtoward minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
Total participants, beginning-of-year2021-01-0155,789
Total number of active participants reported on line 7a of the Form 55002021-01-0111,471
Number of retired or separated participants receiving benefits2021-01-0125,148
Number of other retired or separated participants entitled to future benefits2021-01-0114,200
Total of all active and inactive participants2021-01-0150,819
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-012,852
Total participants2021-01-0153,671
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0130
2020: RETIREMENT PLAN FOR EMPLOYEES OF AETNA INC. 2020 401k membership
Market value of plan assets2020-12-316,394,225,188
Acturial value of plan assets2020-12-316,130,166,054
Funding target for retired participants and beneficiaries receiving payment2020-12-313,129,563,156
Number of terminated vested participants2020-12-3116,428
Fundng target for terminated vested participants2020-12-31971,751,537
Active participant vested funding target2020-12-31698,863,969
Number of active participants2020-12-3112,775
Total funding liabilities for active participants2020-12-31699,982,125
Total participant count2020-12-3157,145
Total funding target for all participants2020-12-314,801,296,818
Balance at beginning of prior year after applicable adjustments2020-12-31519,247,785
Prefunding balance at beginning of prior year after applicable adjustments2020-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-310
Prefunding balanced used to offset prior years funding requirement2020-12-310
Amount remaining of carryover balance2020-12-31519,247,785
Amount remaining of prefunding balance2020-12-310
Present value of excess contributions2020-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-310
Reductions in caryover balances due to elections or deemed elections2020-12-310
Balance of carryovers at beginning of current year2020-12-31620,604,953
Balance of prefunding at beginning of current year2020-12-310
Total employer contributions2020-12-310
Total employee contributions2020-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-310
Contributions made to avoid restrictions adjusted to valuation date2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-310
Unpaid minimum required contributions for all prior years2020-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-3110,400,000
Net shortfall amortization installment of oustanding balance2020-12-310
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-310
Carryover balance elected to use to offset funding requirement2020-12-310
Prefunding balance elected to use to offset funding requirement2020-12-310
Additional cash requirement2020-12-310
Contributions allocatedtoward minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
Total participants, beginning-of-year2020-01-0157,145
Total number of active participants reported on line 7a of the Form 55002020-01-0112,139
Number of retired or separated participants receiving benefits2020-01-0125,247
Number of other retired or separated participants entitled to future benefits2020-01-0115,651
Total of all active and inactive participants2020-01-0153,037
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-012,752
Total participants2020-01-0155,789
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0123
2019: RETIREMENT PLAN FOR EMPLOYEES OF AETNA INC. 2019 401k membership
Market value of plan assets2019-12-315,663,443,075
Acturial value of plan assets2019-12-315,969,913,614
Funding target for retired participants and beneficiaries receiving payment2019-12-313,129,165,519
Number of terminated vested participants2019-12-3117,122
Fundng target for terminated vested participants2019-12-31993,227,490
Active participant vested funding target2019-12-31748,415,475
Number of active participants2019-12-3113,557
Total funding liabilities for active participants2019-12-31749,482,066
Total participant count2019-12-3158,482
Total funding target for all participants2019-12-314,871,875,075
Balance at beginning of prior year after applicable adjustments2019-12-31545,657,613
Prefunding balance at beginning of prior year after applicable adjustments2019-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-310
Prefunding balanced used to offset prior years funding requirement2019-12-310
Amount remaining of carryover balance2019-12-31545,657,613
Amount remaining of prefunding balance2019-12-310
Present value of excess contributions2019-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-310
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-310
Balance of carryovers at beginning of current year2019-12-31519,247,785
Balance of prefunding at beginning of current year2019-12-310
Total employer contributions2019-12-310
Total employee contributions2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-310
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-3110,900,000
Net shortfall amortization installment of oustanding balance2019-12-310
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-310
Carryover balance elected to use to offset funding requirement2019-12-310
Prefunding balance elected to use to offset funding requirement2019-12-310
Additional cash requirement2019-12-310
Contributions allocatedtoward minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
Total participants, beginning-of-year2019-01-0158,482
Total number of active participants reported on line 7a of the Form 55002019-01-0112,775
Number of retired or separated participants receiving benefits2019-01-0125,451
Number of other retired or separated participants entitled to future benefits2019-01-0116,245
Total of all active and inactive participants2019-01-0154,471
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-012,674
Total participants2019-01-0157,145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0134
2018: RETIREMENT PLAN FOR EMPLOYEES OF AETNA INC. 2018 401k membership
Market value of plan assets2018-12-316,330,608,569
Acturial value of plan assets2018-12-316,011,359,315
Funding target for retired participants and beneficiaries receiving payment2018-12-313,095,204,813
Number of terminated vested participants2018-12-3117,895
Fundng target for terminated vested participants2018-12-311,103,218,079
Active participant vested funding target2018-12-31764,862,872
Number of active participants2018-12-3115,014
Total funding liabilities for active participants2018-12-31766,047,910
Total participant count2018-12-3160,505
Total funding target for all participants2018-12-314,964,470,802
Balance at beginning of prior year after applicable adjustments2018-12-31476,640,123
Prefunding balance at beginning of prior year after applicable adjustments2018-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-310
Amount remaining of carryover balance2018-12-31476,640,123
Amount remaining of prefunding balance2018-12-310
Present value of excess contributions2018-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-310
Reductions in caryover balances due to elections or deemed elections2018-12-310
Reductions in prefunding balances due to elections or deemed elections2018-12-310
Balance of carryovers at beginning of current year2018-12-31545,657,613
Balance of prefunding at beginning of current year2018-12-310
Total employer contributions2018-12-310
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-310
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-3110,900,000
Net shortfall amortization installment of oustanding balance2018-12-310
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-310
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-310
Additional cash requirement2018-12-310
Contributions allocatedtoward minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-0160,505
Total number of active participants reported on line 7a of the Form 55002018-01-0113,557
Number of retired or separated participants receiving benefits2018-01-0125,346
Number of other retired or separated participants entitled to future benefits2018-01-0116,936
Total of all active and inactive participants2018-01-0155,839
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-012,643
Total participants2018-01-0158,482
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0165
2017: RETIREMENT PLAN FOR EMPLOYEES OF AETNA INC. 2017 401k membership
Market value of plan assets2017-12-315,913,973,499
Acturial value of plan assets2017-12-316,005,624,243
Funding target for retired participants and beneficiaries receiving payment2017-12-312,900,695,551
Number of terminated vested participants2017-12-3117,464
Fundng target for terminated vested participants2017-12-31819,619,460
Active participant vested funding target2017-12-311,032,096,894
Number of active participants2017-12-3118,029
Total funding liabilities for active participants2017-12-311,032,830,459
Total participant count2017-12-3162,757
Total funding target for all participants2017-12-314,753,145,470
Balance at beginning of prior year after applicable adjustments2017-12-31442,398,481
Prefunding balance at beginning of prior year after applicable adjustments2017-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-310
Amount remaining of carryover balance2017-12-31442,398,481
Amount remaining of prefunding balance2017-12-310
Present value of excess contributions2017-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-310
Balance of carryovers at beginning of current year2017-12-31476,640,123
Balance of prefunding at beginning of current year2017-12-310
Total employer contributions2017-12-310
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-310
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-3110,300,000
Net shortfall amortization installment of oustanding balance2017-12-310
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-310
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-310
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-year2017-01-0162,757
Total number of active participants reported on line 7a of the Form 55002017-01-0115,014
Number of retired or separated participants receiving benefits2017-01-0125,180
Number of other retired or separated participants entitled to future benefits2017-01-0117,701
Total of all active and inactive participants2017-01-0157,895
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-012,610
Total participants2017-01-0160,505
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0144
2016: RETIREMENT PLAN FOR EMPLOYEES OF AETNA INC. 2016 401k membership
Market value of plan assets2016-12-315,801,688,981
Acturial value of plan assets2016-12-316,014,551,532
Funding target for retired participants and beneficiaries receiving payment2016-12-312,894,291,117
Number of terminated vested participants2016-12-3118,001
Fundng target for terminated vested participants2016-12-31837,516,316
Active participant vested funding target2016-12-31941,393,821
Number of active participants2016-12-3118,978
Total funding liabilities for active participants2016-12-31945,844,925
Total participant count2016-12-3164,201
Total funding target for all participants2016-12-314,677,652,358
Balance at beginning of prior year after applicable adjustments2016-12-31441,868,239
Prefunding balance at beginning of prior year after applicable adjustments2016-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-310
Amount remaining of carryover balance2016-12-31441,868,239
Amount remaining of prefunding balance2016-12-310
Present value of excess contributions2016-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-310
Balance of carryovers at beginning of current year2016-12-31442,398,481
Balance of prefunding at beginning of current year2016-12-310
Total employer contributions2016-12-310
Total employee contributions2016-12-310
Unpaid minimum required contributions for all prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-3110,600,000
Net shortfall amortization installment of oustanding balance2016-12-310
Waiver amortization installment2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-310
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-310
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-0164,201
Total number of active participants reported on line 7a of the Form 55002016-01-0118,029
Number of retired or separated participants receiving benefits2016-01-0124,929
Number of other retired or separated participants entitled to future benefits2016-01-0117,271
Total of all active and inactive participants2016-01-0160,229
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-012,528
Total participants2016-01-0162,757
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0128
2015: RETIREMENT PLAN FOR EMPLOYEES OF AETNA INC. 2015 401k membership
Total participants, beginning-of-year2015-01-0165,982
Total number of active participants reported on line 7a of the Form 55002015-01-0118,978
Number of retired or separated participants receiving benefits2015-01-0124,926
Number of other retired or separated participants entitled to future benefits2015-01-0117,814
Total of all active and inactive participants2015-01-0161,718
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-012,483
Total participants2015-01-0164,201
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0125
2014: RETIREMENT PLAN FOR EMPLOYEES OF AETNA INC. 2014 401k membership
Total participants, beginning-of-year2014-01-0173,668
Total number of active participants reported on line 7a of the Form 55002014-01-0120,081
Number of retired or separated participants receiving benefits2014-01-0124,949
Number of other retired or separated participants entitled to future benefits2014-01-0118,544
Total of all active and inactive participants2014-01-0163,574
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-012,408
Total participants2014-01-0165,982
Number of participants with account balances2014-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0111
2013: RETIREMENT PLAN FOR EMPLOYEES OF AETNA INC. 2013 401k membership
Total participants, beginning-of-year2013-01-0174,863
Total number of active participants reported on line 7a of the Form 55002013-01-0121,535
Number of retired or separated participants receiving benefits2013-01-0123,855
Number of other retired or separated participants entitled to future benefits2013-01-0125,990
Total of all active and inactive participants2013-01-0171,380
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-012,288
Total participants2013-01-0173,668
Number of participants with account balances2013-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: RETIREMENT PLAN FOR EMPLOYEES OF AETNA INC. 2012 401k membership
Total participants, beginning-of-year2012-01-0176,223
Total number of active participants reported on line 7a of the Form 55002012-01-0122,920
Number of retired or separated participants receiving benefits2012-01-0123,079
Number of other retired or separated participants entitled to future benefits2012-01-0126,664
Total of all active and inactive participants2012-01-0172,663
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-012,200
Total participants2012-01-0174,863
Number of participants with account balances2012-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0136
2011: RETIREMENT PLAN FOR EMPLOYEES OF AETNA INC. 2011 401k membership
Total participants, beginning-of-year2011-01-0178,077
Total number of active participants reported on line 7a of the Form 55002011-01-0125,092
Number of retired or separated participants receiving benefits2011-01-0121,957
Number of other retired or separated participants entitled to future benefits2011-01-0127,043
Total of all active and inactive participants2011-01-0174,092
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-012,131
Total participants2011-01-0176,223
Number of participants with account balances2011-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-01384
2010: RETIREMENT PLAN FOR EMPLOYEES OF AETNA INC. 2010 401k membership
Total participants, beginning-of-year2010-01-0178,910
Total number of active participants reported on line 7a of the Form 55002010-01-0127,612
Number of retired or separated participants receiving benefits2010-01-0121,099
Number of other retired or separated participants entitled to future benefits2010-01-0127,310
Total of all active and inactive participants2010-01-0176,021
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-012,056
Total participants2010-01-0178,077
Number of participants with account balances2010-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-011,371
2009: RETIREMENT PLAN FOR EMPLOYEES OF AETNA INC. 2009 401k membership
Total participants, beginning-of-year2009-01-0178,280
Total number of active participants reported on line 7a of the Form 55002009-01-0128,710
Number of retired or separated participants receiving benefits2009-01-0120,495
Number of other retired or separated participants entitled to future benefits2009-01-0127,770
Total of all active and inactive participants2009-01-0176,975
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011,935
Total participants2009-01-0178,910
Number of participants with account balances2009-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-011,699

Financial Data on RETIREMENT PLAN FOR EMPLOYEES OF AETNA INC.

Measure Date Value
2022 : RETIREMENT PLAN FOR EMPLOYEES OF AETNA INC. 2022 401k financial data
Unrealized appreciation/depreciation of real estate assets2022-12-31$9,939,755
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-541,741,669
Total unrealized appreciation/depreciation of assets2022-12-31$-531,801,914
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$14,248,585
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$208,656,273
Total income from all sources (including contributions)2022-12-31$-944,391,435
Total loss/gain on sale of assets2022-12-31$-536,901,248
Total of all expenses incurred2022-12-31$387,055,790
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$362,667,298
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$0
Value of total assets at end of year2022-12-31$5,359,687,499
Value of total assets at beginning of year2022-12-31$6,885,542,412
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$24,388,492
Total interest from all sources2022-12-31$151,965,570
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$5,898,258
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$2,437,881
Assets. Real estate other than employer real property at end of year2022-12-31$324,441,383
Assets. Real estate other than employer real property at beginning of year2022-12-31$378,339,303
Administrative expenses professional fees incurred2022-12-31$1,217,856
Assets. Corporate prefeered stocks other than exployer securities at end of year2022-12-31$265,644
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2022-12-31$2,178,645
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$60,000,000
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Assets. Other investments not covered elsewhere at end of year2022-12-31$110,746,740
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$164,653,981
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$42,220,884
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$139,032,371
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$14,248,585
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$208,656,273
Other income not declared elsewhere2022-12-31$-2,621,032
Administrative expenses (other) incurred2022-12-31$4,723,312
Total non interest bearing cash at end of year2022-12-31$381,064,359
Total non interest bearing cash at beginning of year2022-12-31$245,602,273
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,331,447,225
Value of net assets at end of year (total assets less liabilities)2022-12-31$5,345,438,914
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$6,676,886,139
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Assets. partnership/joint venture interests at end of year2022-12-31$665,972,360
Assets. partnership/joint venture interests at beginning of year2022-12-31$769,977,842
Investment advisory and management fees2022-12-31$13,880,347
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$179,932,245
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$148,681,867
Value of interest in pooled separate accounts at end of year2022-12-31$183,531,142
Value of interest in pooled separate accounts at beginning of year2022-12-31$52,625,708
Interest earned on other investments2022-12-31$11,359,729
Income. Interest from US Government securities2022-12-31$18,228,483
Income. Interest from corporate debt instruments2022-12-31$106,430,532
Value of interest in common/collective trusts at end of year2022-12-31$169,512,382
Value of interest in common/collective trusts at beginning of year2022-12-31$220,024,351
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$7,524
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$89,279
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$89,279
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$15,946,826
Assets. Value of investments in 103.12 investment entities at beginning of year2022-12-31$92,088,421
Asset value of US Government securities at end of year2022-12-31$594,965,693
Asset value of US Government securities at beginning of year2022-12-31$1,418,912,128
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-3,964,500
Net investment gain/loss from pooled separate accounts2022-12-31$4,170,752
Net investment gain or loss from common/collective trusts2022-12-31$-24,888,378
Net gain/loss from 103.12 investment entities2022-12-31$-6,248,943
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Income. Dividends from preferred stock2022-12-31$77,802
Income. Dividends from common stock2022-12-31$3,382,575
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$362,667,298
Asset. Corporate debt instrument preferred debt at end of year2022-12-31$46,587,360
Asset. Corporate debt instrument preferred debt at beginning of year2022-12-31$123,024,023
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$2,535,932,024
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$2,850,534,867
Contract administrator fees2022-12-31$4,566,977
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$124,507,759
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$279,777,353
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Aggregate proceeds on sale of assets2022-12-31$8,105,644,690
Aggregate carrying amount (costs) on sale of assets2022-12-31$8,642,545,938
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31ERNST & YOUNG LLP
Accountancy firm EIN2022-12-31346565596
2021 : RETIREMENT PLAN FOR EMPLOYEES OF AETNA INC. 2021 401k financial data
Unrealized appreciation/depreciation of real estate assets2021-12-31$31,728,651
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$-24,041,993
Total unrealized appreciation/depreciation of assets2021-12-31$7,686,658
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$208,656,273
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$308,567,388
Total income from all sources (including contributions)2021-12-31$243,254,164
Total loss/gain on sale of assets2021-12-31$81,281,253
Total of all expenses incurred2021-12-31$411,084,982
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$382,696,941
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$0
Value of total assets at end of year2021-12-31$6,885,542,412
Value of total assets at beginning of year2021-12-31$7,153,284,345
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$28,388,041
Total interest from all sources2021-12-31$139,433,626
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$13,819,785
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$4,268,790
Assets. Real estate other than employer real property at end of year2021-12-31$378,339,303
Assets. Real estate other than employer real property at beginning of year2021-12-31$342,264,776
Administrative expenses professional fees incurred2021-12-31$887,655
Assets. Corporate prefeered stocks other than exployer securities at end of year2021-12-31$2,178,645
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2021-12-31$14,659,799
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$60,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Assets. Other investments not covered elsewhere at end of year2021-12-31$164,653,981
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$180,027,647
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$139,032,371
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$212,201,592
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$208,656,273
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$308,567,388
Other income not declared elsewhere2021-12-31$-5,372,396
Administrative expenses (other) incurred2021-12-31$4,797,854
Total non interest bearing cash at end of year2021-12-31$245,602,273
Total non interest bearing cash at beginning of year2021-12-31$378,208,522
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-167,830,818
Value of net assets at end of year (total assets less liabilities)2021-12-31$6,676,886,139
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$6,844,716,957
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Assets. partnership/joint venture interests at end of year2021-12-31$769,977,842
Assets. partnership/joint venture interests at beginning of year2021-12-31$784,415,677
Investment advisory and management fees2021-12-31$18,144,062
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$148,681,867
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$183,868,000
Value of interest in pooled separate accounts at end of year2021-12-31$52,625,708
Value of interest in pooled separate accounts at beginning of year2021-12-31$47,601,413
Interest earned on other investments2021-12-31$14,024,767
Income. Interest from US Government securities2021-12-31$15,010,917
Income. Interest from corporate debt instruments2021-12-31$97,488,321
Value of interest in common/collective trusts at end of year2021-12-31$220,024,351
Value of interest in common/collective trusts at beginning of year2021-12-31$47,414,385
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$89,279
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$6,837,833
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$6,837,833
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$12,909,621
Assets. Value of investments in 103.12 investment entities at end of year2021-12-31$92,088,421
Assets. Value of investments in 103.12 investment entities at beginning of year2021-12-31$89,981,266
Asset value of US Government securities at end of year2021-12-31$1,418,912,128
Asset value of US Government securities at beginning of year2021-12-31$815,757,710
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$-11,565,298
Net investment gain/loss from pooled separate accounts2021-12-31$35,528
Net investment gain or loss from common/collective trusts2021-12-31$15,508,678
Net gain/loss from 103.12 investment entities2021-12-31$2,426,330
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Income. Dividends from preferred stock2021-12-31$155,357
Income. Dividends from common stock2021-12-31$9,395,638
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$382,696,941
Asset. Corporate debt instrument preferred debt at end of year2021-12-31$123,024,023
Asset. Corporate debt instrument preferred debt at beginning of year2021-12-31$127,912,353
Asset. Corporate debt instrument debt (other) at end of year2021-12-31$2,850,534,867
Asset. Corporate debt instrument debt (other) at beginning of year2021-12-31$2,340,150,171
Contract administrator fees2021-12-31$4,558,470
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$279,777,353
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$1,581,983,201
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Aggregate proceeds on sale of assets2021-12-31$16,153,928,851
Aggregate carrying amount (costs) on sale of assets2021-12-31$16,072,647,598
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31ERNST & YOUNG LLP
Accountancy firm EIN2021-12-31346565596
2020 : RETIREMENT PLAN FOR EMPLOYEES OF AETNA INC. 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets2020-12-31$-11,896,640
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$479,325,295
Total unrealized appreciation/depreciation of assets2020-12-31$467,428,655
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$308,567,388
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$324,003,798
Total income from all sources (including contributions)2020-12-31$814,338,402
Total loss/gain on sale of assets2020-12-31$155,664,568
Total of all expenses incurred2020-12-31$363,846,633
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$332,565,511
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$0
Value of total assets at end of year2020-12-31$7,153,284,345
Value of total assets at beginning of year2020-12-31$6,718,228,986
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$31,281,122
Total interest from all sources2020-12-31$125,421,217
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$36,137,296
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$7,820,805
Assets. Real estate other than employer real property at end of year2020-12-31$342,264,776
Assets. Real estate other than employer real property at beginning of year2020-12-31$353,022,082
Administrative expenses professional fees incurred2020-12-31$970,746
Assets. Corporate prefeered stocks other than exployer securities at end of year2020-12-31$14,659,799
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2020-12-31$5,598,984
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$60,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Assets. Other investments not covered elsewhere at end of year2020-12-31$180,027,647
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$174,046,189
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$212,201,592
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$175,950,964
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$308,567,388
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$324,003,798
Other income not declared elsewhere2020-12-31$-2,766,183
Administrative expenses (other) incurred2020-12-31$4,743,035
Total non interest bearing cash at end of year2020-12-31$378,208,522
Total non interest bearing cash at beginning of year2020-12-31$247,964,653
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$450,491,769
Value of net assets at end of year (total assets less liabilities)2020-12-31$6,844,716,957
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$6,394,225,188
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Assets. partnership/joint venture interests at end of year2020-12-31$784,415,677
Assets. partnership/joint venture interests at beginning of year2020-12-31$701,652,875
Investment advisory and management fees2020-12-31$20,877,147
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$183,868,000
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$150,748,267
Value of interest in pooled separate accounts at end of year2020-12-31$47,601,413
Value of interest in pooled separate accounts at beginning of year2020-12-31$46,853,193
Interest earned on other investments2020-12-31$8,486,305
Income. Interest from US Government securities2020-12-31$14,872,407
Income. Interest from corporate debt instruments2020-12-31$89,118,482
Value of interest in common/collective trusts at end of year2020-12-31$47,414,385
Value of interest in common/collective trusts at beginning of year2020-12-31$74,061,741
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$6,837,833
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$4,793,058
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$4,793,058
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$12,944,023
Assets. Value of investments in 103.12 investment entities at end of year2020-12-31$89,981,266
Assets. Value of investments in 103.12 investment entities at beginning of year2020-12-31$86,013,931
Asset value of US Government securities at end of year2020-12-31$815,757,710
Asset value of US Government securities at beginning of year2020-12-31$880,743,843
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$14,669,223
Net investment gain/loss from pooled separate accounts2020-12-31$168,314
Net investment gain or loss from common/collective trusts2020-12-31$13,352,644
Net gain/loss from 103.12 investment entities2020-12-31$4,262,668
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Income. Dividends from preferred stock2020-12-31$245,278
Income. Dividends from common stock2020-12-31$28,071,213
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$332,565,511
Asset. Corporate debt instrument preferred debt at end of year2020-12-31$127,912,353
Asset. Corporate debt instrument preferred debt at beginning of year2020-12-31$132,179,102
Asset. Corporate debt instrument debt (other) at end of year2020-12-31$2,340,150,171
Asset. Corporate debt instrument debt (other) at beginning of year2020-12-31$2,252,103,066
Contract administrator fees2020-12-31$4,690,194
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$1,581,983,201
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$1,432,497,038
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$7,842,633,721
Aggregate carrying amount (costs) on sale of assets2020-12-31$7,686,969,153
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31ERNST & YOUNG LLP
Accountancy firm EIN2020-12-31346565596
2019 : RETIREMENT PLAN FOR EMPLOYEES OF AETNA INC. 2019 401k financial data
Unrealized appreciation/depreciation of real estate assets2019-12-31$-6,941,142
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$602,109,449
Total unrealized appreciation/depreciation of assets2019-12-31$595,168,307
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$324,003,798
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$219,113,072
Total income from all sources (including contributions)2019-12-31$1,093,604,178
Total loss/gain on sale of assets2019-12-31$276,461,757
Total of all expenses incurred2019-12-31$362,822,065
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$332,771,093
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$0
Value of total assets at end of year2019-12-31$6,718,228,986
Value of total assets at beginning of year2019-12-31$5,882,556,147
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$30,050,972
Total interest from all sources2019-12-31$149,933,452
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$40,768,690
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$10,372,945
Assets. Real estate other than employer real property at end of year2019-12-31$353,022,082
Assets. Real estate other than employer real property at beginning of year2019-12-31$424,923,700
Administrative expenses professional fees incurred2019-12-31$1,021,776
Assets. Corporate prefeered stocks other than exployer securities at end of year2019-12-31$5,598,984
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2019-12-31$32,207,256
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$60,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Assets. Other investments not covered elsewhere at end of year2019-12-31$174,046,189
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$164,453,949
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$175,950,964
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$71,337,140
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$324,003,798
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$219,113,072
Other income not declared elsewhere2019-12-31$-2,210,042
Administrative expenses (other) incurred2019-12-31$4,678,560
Total non interest bearing cash at end of year2019-12-31$247,964,653
Total non interest bearing cash at beginning of year2019-12-31$170,008,315
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$730,782,113
Value of net assets at end of year (total assets less liabilities)2019-12-31$6,394,225,188
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$5,663,443,075
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Assets. partnership/joint venture interests at end of year2019-12-31$701,652,875
Assets. partnership/joint venture interests at beginning of year2019-12-31$602,732,424
Investment advisory and management fees2019-12-31$19,866,408
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$150,748,267
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$144,238,695
Value of interest in pooled separate accounts at end of year2019-12-31$46,853,193
Value of interest in pooled separate accounts at beginning of year2019-12-31$48,528,062
Interest earned on other investments2019-12-31$12,307,792
Income. Interest from US Government securities2019-12-31$18,077,759
Income. Interest from corporate debt instruments2019-12-31$98,580,921
Value of interest in common/collective trusts at end of year2019-12-31$74,061,741
Value of interest in common/collective trusts at beginning of year2019-12-31$57,873,140
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$4,793,058
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$25,740,604
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$25,740,604
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$20,966,980
Assets. Value of investments in 103.12 investment entities at end of year2019-12-31$86,013,931
Assets. Value of investments in 103.12 investment entities at beginning of year2019-12-31$77,025,601
Asset value of US Government securities at end of year2019-12-31$880,743,843
Asset value of US Government securities at beginning of year2019-12-31$782,568,355
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$23,595,594
Net investment gain/loss from pooled separate accounts2019-12-31$607,584
Net gain/loss from 103.12 investment entities2019-12-31$9,278,836
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Income. Dividends from preferred stock2019-12-31$282,180
Income. Dividends from common stock2019-12-31$30,113,565
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$332,771,093
Asset. Corporate debt instrument preferred debt at end of year2019-12-31$132,179,102
Asset. Corporate debt instrument preferred debt at beginning of year2019-12-31$107,557,986
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$2,252,103,066
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$1,878,295,204
Contract administrator fees2019-12-31$4,484,228
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$1,432,497,038
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$1,295,065,716
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$11,743,520,531
Aggregate carrying amount (costs) on sale of assets2019-12-31$11,467,058,774
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31ERNST & YOUNG LLP
Accountancy firm EIN2019-12-31346565596
2018 : RETIREMENT PLAN FOR EMPLOYEES OF AETNA INC. 2018 401k financial data
Unrealized appreciation/depreciation of real estate assets2018-12-31$6,705,652
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-409,039,167
Total unrealized appreciation/depreciation of assets2018-12-31$-402,333,515
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$219,113,072
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$220,735,863
Total income from all sources (including contributions)2018-12-31$-277,494,001
Total loss/gain on sale of assets2018-12-31$-44,816,638
Total of all expenses incurred2018-12-31$389,671,493
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$359,434,716
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$5,882,556,147
Value of total assets at beginning of year2018-12-31$6,551,344,432
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$30,236,777
Total interest from all sources2018-12-31$143,402,905
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$39,032,723
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$6,770,242
Assets. Real estate other than employer real property at end of year2018-12-31$424,923,700
Assets. Real estate other than employer real property at beginning of year2018-12-31$479,119,695
Administrative expenses professional fees incurred2018-12-31$1,479,051
Assets. Corporate prefeered stocks other than exployer securities at end of year2018-12-31$32,207,256
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2018-12-31$44,267,310
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$60,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Assets. Other investments not covered elsewhere at end of year2018-12-31$164,453,949
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$150,139,230
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$71,337,140
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$85,686,594
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$219,113,072
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$220,735,863
Other income not declared elsewhere2018-12-31$-936,332
Administrative expenses (other) incurred2018-12-31$4,477,370
Total non interest bearing cash at end of year2018-12-31$170,008,315
Total non interest bearing cash at beginning of year2018-12-31$201,708,787
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-667,165,494
Value of net assets at end of year (total assets less liabilities)2018-12-31$5,663,443,075
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$6,330,608,569
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Assets. partnership/joint venture interests at end of year2018-12-31$602,732,424
Assets. partnership/joint venture interests at beginning of year2018-12-31$702,885,401
Investment advisory and management fees2018-12-31$19,640,071
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$144,238,695
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$184,603,072
Value of interest in pooled separate accounts at end of year2018-12-31$48,528,062
Value of interest in pooled separate accounts at beginning of year2018-12-31$48,255,604
Interest earned on other investments2018-12-31$11,939,510
Income. Interest from US Government securities2018-12-31$19,579,379
Income. Interest from corporate debt instruments2018-12-31$90,317,524
Value of interest in common/collective trusts at end of year2018-12-31$57,873,140
Value of interest in common/collective trusts at beginning of year2018-12-31$220,210,235
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$25,740,604
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$1,828,505
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$1,828,505
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$21,566,492
Assets. Value of investments in 103.12 investment entities at end of year2018-12-31$77,025,601
Assets. Value of investments in 103.12 investment entities at beginning of year2018-12-31$78,453,809
Asset value of US Government securities at end of year2018-12-31$782,568,355
Asset value of US Government securities at beginning of year2018-12-31$904,927,468
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-16,286,688
Net investment gain/loss from pooled separate accounts2018-12-31$585,762
Net investment gain or loss from common/collective trusts2018-12-31$5,012,761
Net gain/loss from 103.12 investment entities2018-12-31$-1,154,979
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Income. Dividends from preferred stock2018-12-31$691,105
Income. Dividends from common stock2018-12-31$31,571,376
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$359,434,716
Asset. Corporate debt instrument preferred debt at end of year2018-12-31$107,557,986
Asset. Corporate debt instrument preferred debt at beginning of year2018-12-31$116,135,163
Asset. Corporate debt instrument debt (other) at end of year2018-12-31$1,878,295,204
Asset. Corporate debt instrument debt (other) at beginning of year2018-12-31$1,624,001,615
Contract administrator fees2018-12-31$4,640,285
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$1,295,065,716
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$1,709,121,944
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$17,851,253,798
Aggregate carrying amount (costs) on sale of assets2018-12-31$17,896,070,436
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31ERNST & YOUNG LLP
Accountancy firm EIN2018-12-31346565596
2017 : RETIREMENT PLAN FOR EMPLOYEES OF AETNA INC. 2017 401k financial data
Unrealized appreciation/depreciation of real estate assets2017-12-31$6,687,963
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$347,199,719
Total unrealized appreciation/depreciation of assets2017-12-31$353,887,682
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$220,735,863
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$56,173,256
Total income from all sources (including contributions)2017-12-31$840,423,074
Total loss/gain on sale of assets2017-12-31$260,078,667
Total of all expenses incurred2017-12-31$423,788,004
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$391,479,819
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$6,551,344,432
Value of total assets at beginning of year2017-12-31$5,970,146,755
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$32,308,185
Total interest from all sources2017-12-31$131,494,597
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$50,971,726
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$14,712,505
Assets. Real estate other than employer real property at end of year2017-12-31$479,119,695
Assets. Real estate other than employer real property at beginning of year2017-12-31$472,542,465
Administrative expenses professional fees incurred2017-12-31$1,491,256
Assets. Corporate prefeered stocks other than exployer securities at end of year2017-12-31$44,267,310
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2017-12-31$38,907,513
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$60,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Assets. Other investments not covered elsewhere at end of year2017-12-31$150,139,230
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$119,617,653
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$85,686,594
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$45,814,866
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$220,735,863
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$56,173,256
Other income not declared elsewhere2017-12-31$-1,436,072
Administrative expenses (other) incurred2017-12-31$4,330,233
Total non interest bearing cash at end of year2017-12-31$201,708,787
Total non interest bearing cash at beginning of year2017-12-31$154,795,634
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$416,635,070
Value of net assets at end of year (total assets less liabilities)2017-12-31$6,330,608,569
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$5,913,973,499
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
Assets. partnership/joint venture interests at end of year2017-12-31$702,885,401
Assets. partnership/joint venture interests at beginning of year2017-12-31$501,212,394
Investment advisory and management fees2017-12-31$21,693,929
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$184,603,072
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$160,627,267
Value of interest in pooled separate accounts at end of year2017-12-31$48,255,604
Value of interest in pooled separate accounts at beginning of year2017-12-31$43,573,378
Interest earned on other investments2017-12-31$12,573,921
Income. Interest from US Government securities2017-12-31$17,395,244
Income. Interest from corporate debt instruments2017-12-31$79,014,254
Value of interest in common/collective trusts at end of year2017-12-31$220,210,235
Value of interest in common/collective trusts at beginning of year2017-12-31$196,531,700
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$1,828,505
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$23,564,260
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$23,564,260
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$22,511,178
Assets. Value of investments in 103.12 investment entities at end of year2017-12-31$78,453,809
Assets. Value of investments in 103.12 investment entities at beginning of year2017-12-31$55,105,084
Asset value of US Government securities at end of year2017-12-31$904,927,468
Asset value of US Government securities at beginning of year2017-12-31$668,993,253
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$12,459,933
Net investment gain/loss from pooled separate accounts2017-12-31$322,240
Net investment gain or loss from common/collective trusts2017-12-31$29,095,926
Net gain/loss from 103.12 investment entities2017-12-31$3,548,375
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
Income. Dividends from preferred stock2017-12-31$500,423
Income. Dividends from common stock2017-12-31$35,758,798
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$391,479,819
Asset. Corporate debt instrument preferred debt at end of year2017-12-31$116,135,163
Asset. Corporate debt instrument preferred debt at beginning of year2017-12-31$129,880,923
Asset. Corporate debt instrument debt (other) at end of year2017-12-31$1,624,001,615
Asset. Corporate debt instrument debt (other) at beginning of year2017-12-31$1,280,783,174
Contract administrator fees2017-12-31$4,792,767
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$1,709,121,944
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$2,078,197,191
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$11,935,917,351
Aggregate carrying amount (costs) on sale of assets2017-12-31$11,675,838,684
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31KPMG LLC
Accountancy firm EIN2017-12-31135565207
2016 : RETIREMENT PLAN FOR EMPLOYEES OF AETNA INC. 2016 401k financial data
Unrealized appreciation/depreciation of real estate assets2016-12-31$14,387,237
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$115,687,784
Total unrealized appreciation/depreciation of assets2016-12-31$130,075,021
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$56,173,256
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$78,215,574
Total income from all sources (including contributions)2016-12-31$455,618,101
Total loss/gain on sale of assets2016-12-31$109,495,161
Total of all expenses incurred2016-12-31$343,333,583
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$313,974,143
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$5,970,146,755
Value of total assets at beginning of year2016-12-31$5,879,904,555
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$29,359,440
Total interest from all sources2016-12-31$124,701,173
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$46,458,889
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$6,646,114
Assets. Real estate other than employer real property at end of year2016-12-31$472,542,465
Assets. Real estate other than employer real property at beginning of year2016-12-31$497,217,600
Administrative expenses professional fees incurred2016-12-31$1,684,565
Assets. Corporate prefeered stocks other than exployer securities at end of year2016-12-31$38,907,513
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2016-12-31$9,662,388
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$60,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Assets. Other investments not covered elsewhere at end of year2016-12-31$119,617,653
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$120,499,167
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$45,814,866
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$48,705,573
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$56,173,256
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$78,215,574
Other income not declared elsewhere2016-12-31$-757,288
Administrative expenses (other) incurred2016-12-31$4,108,864
Total non interest bearing cash at end of year2016-12-31$154,795,634
Total non interest bearing cash at beginning of year2016-12-31$119,457,244
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$112,284,518
Value of net assets at end of year (total assets less liabilities)2016-12-31$5,913,973,499
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$5,801,688,981
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
Assets. partnership/joint venture interests at end of year2016-12-31$501,212,394
Assets. partnership/joint venture interests at beginning of year2016-12-31$561,081,648
Investment advisory and management fees2016-12-31$19,312,396
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$160,627,267
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$256,839,497
Value of interest in pooled separate accounts at end of year2016-12-31$43,573,378
Value of interest in pooled separate accounts at beginning of year2016-12-31$43,881,057
Interest earned on other investments2016-12-31$9,554,995
Income. Interest from US Government securities2016-12-31$15,772,498
Income. Interest from corporate debt instruments2016-12-31$76,302,197
Value of interest in common/collective trusts at end of year2016-12-31$196,531,700
Value of interest in common/collective trusts at beginning of year2016-12-31$203,221,559
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$23,564,260
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$28,286,417
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$28,286,417
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$23,071,483
Assets. Value of investments in 103.12 investment entities at end of year2016-12-31$55,105,084
Asset value of US Government securities at end of year2016-12-31$668,993,253
Asset value of US Government securities at beginning of year2016-12-31$683,710,186
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$17,219,961
Net investment gain/loss from pooled separate accounts2016-12-31$166,808
Net investment gain or loss from common/collective trusts2016-12-31$23,310,141
Net gain/loss from 103.12 investment entities2016-12-31$4,948,235
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
Income. Dividends from preferred stock2016-12-31$459,883
Income. Dividends from common stock2016-12-31$39,352,892
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$313,974,143
Asset. Corporate debt instrument preferred debt at end of year2016-12-31$129,880,923
Asset. Corporate debt instrument preferred debt at beginning of year2016-12-31$177,265,889
Asset. Corporate debt instrument debt (other) at end of year2016-12-31$1,280,783,174
Asset. Corporate debt instrument debt (other) at beginning of year2016-12-31$1,340,020,511
Contract administrator fees2016-12-31$4,253,615
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$2,078,197,191
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$1,790,055,819
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$7,618,039,606
Aggregate carrying amount (costs) on sale of assets2016-12-31$7,508,544,445
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31KPMG LLC
Accountancy firm EIN2016-12-31135565207
2015 : RETIREMENT PLAN FOR EMPLOYEES OF AETNA INC. 2015 401k financial data
Unrealized appreciation/depreciation of real estate assets2015-12-31$28,871,717
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-217,303,973
Total unrealized appreciation/depreciation of assets2015-12-31$-188,432,256
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$78,215,574
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$144,497,326
Total income from all sources (including contributions)2015-12-31$31,692,560
Total loss/gain on sale of assets2015-12-31$59,507,338
Total of all expenses incurred2015-12-31$377,078,881
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$345,600,287
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$5,879,904,555
Value of total assets at beginning of year2015-12-31$6,291,572,628
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$31,478,594
Total interest from all sources2015-12-31$130,256,166
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$64,776,297
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$21,053,229
Assets. Real estate other than employer real property at end of year2015-12-31$497,217,600
Assets. Real estate other than employer real property at beginning of year2015-12-31$469,734,005
Administrative expenses professional fees incurred2015-12-31$1,185,198
Assets. Corporate prefeered stocks other than exployer securities at end of year2015-12-31$9,662,388
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2015-12-31$42,730,304
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$60,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Assets. Other investments not covered elsewhere at end of year2015-12-31$120,499,167
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$127,243,728
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$48,705,573
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$136,218,911
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$78,215,574
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$144,497,326
Other income not declared elsewhere2015-12-31$-2,948,031
Administrative expenses (other) incurred2015-12-31$1,727,025
Total non interest bearing cash at end of year2015-12-31$119,457,244
Total non interest bearing cash at beginning of year2015-12-31$203,925,602
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-345,386,321
Value of net assets at end of year (total assets less liabilities)2015-12-31$5,801,688,981
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$6,147,075,302
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
Assets. partnership/joint venture interests at end of year2015-12-31$561,081,648
Assets. partnership/joint venture interests at beginning of year2015-12-31$587,955,184
Investment advisory and management fees2015-12-31$22,117,111
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$256,839,497
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$274,015,325
Value of interest in pooled separate accounts at end of year2015-12-31$43,881,057
Value of interest in pooled separate accounts at beginning of year2015-12-31$44,666,051
Interest earned on other investments2015-12-31$10,898,323
Income. Interest from US Government securities2015-12-31$22,638,315
Income. Interest from corporate debt instruments2015-12-31$72,705,589
Value of interest in common/collective trusts at end of year2015-12-31$203,221,559
Value of interest in common/collective trusts at beginning of year2015-12-31$220,751,135
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$28,286,417
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$32,257,927
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$32,257,927
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$24,013,939
Asset value of US Government securities at end of year2015-12-31$683,710,186
Asset value of US Government securities at beginning of year2015-12-31$728,379,795
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-34,033,043
Net investment gain/loss from pooled separate accounts2015-12-31$95,665
Net investment gain or loss from common/collective trusts2015-12-31$2,470,424
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
Income. Dividends from preferred stock2015-12-31$486,299
Income. Dividends from common stock2015-12-31$43,236,769
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$345,600,287
Asset. Corporate debt instrument preferred debt at end of year2015-12-31$177,265,889
Asset. Corporate debt instrument preferred debt at beginning of year2015-12-31$189,744,923
Asset. Corporate debt instrument debt (other) at end of year2015-12-31$1,340,020,511
Asset. Corporate debt instrument debt (other) at beginning of year2015-12-31$1,141,468,636
Contract administrator fees2015-12-31$6,449,260
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$1,790,055,819
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$2,092,481,102
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$7,176,710,851
Aggregate carrying amount (costs) on sale of assets2015-12-31$7,117,203,513
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31KPMG LLC
Accountancy firm EIN2015-12-31135565207
2014 : RETIREMENT PLAN FOR EMPLOYEES OF AETNA INC. 2014 401k financial data
Unrealized appreciation/depreciation of real estate assets2014-12-31$25,862,533
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$219,017,927
Total unrealized appreciation/depreciation of assets2014-12-31$244,880,460
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$144,497,326
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$73,626,883
Total income from all sources (including contributions)2014-12-31$598,043,144
Total loss/gain on sale of assets2014-12-31$102,514,786
Total of all expenses incurred2014-12-31$608,893,209
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$573,070,310
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$6,291,572,628
Value of total assets at beginning of year2014-12-31$6,231,552,250
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$35,822,899
Total interest from all sources2014-12-31$132,565,555
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$63,035,338
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$15,992,263
Assets. Real estate other than employer real property at end of year2014-12-31$469,734,005
Assets. Real estate other than employer real property at beginning of year2014-12-31$497,494,614
Administrative expenses professional fees incurred2014-12-31$1,038,403
Assets. Corporate prefeered stocks other than exployer securities at end of year2014-12-31$42,730,304
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2014-12-31$5,518,141
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$60,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Assets. Other investments not covered elsewhere at end of year2014-12-31$127,243,728
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$99,600,056
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$136,218,911
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$51,713,628
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$144,497,326
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$73,626,883
Other income not declared elsewhere2014-12-31$-2,555,062
Administrative expenses (other) incurred2014-12-31$6,076,658
Total non interest bearing cash at end of year2014-12-31$203,925,602
Total non interest bearing cash at beginning of year2014-12-31$11,004,548
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-10,850,065
Value of net assets at end of year (total assets less liabilities)2014-12-31$6,147,075,302
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$6,157,925,367
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
Assets. partnership/joint venture interests at end of year2014-12-31$587,955,184
Assets. partnership/joint venture interests at beginning of year2014-12-31$516,547,170
Investment advisory and management fees2014-12-31$23,374,066
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$274,015,325
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$396,190,803
Value of interest in pooled separate accounts at end of year2014-12-31$44,666,051
Value of interest in pooled separate accounts at beginning of year2014-12-31$43,989,923
Interest earned on other investments2014-12-31$10,042,277
Income. Interest from US Government securities2014-12-31$22,926,187
Income. Interest from corporate debt instruments2014-12-31$75,118,092
Value of interest in common/collective trusts at end of year2014-12-31$220,751,135
Value of interest in common/collective trusts at beginning of year2014-12-31$235,608,877
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$32,257,927
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$46,298,243
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$46,298,243
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$24,478,999
Asset value of US Government securities at end of year2014-12-31$728,379,795
Asset value of US Government securities at beginning of year2014-12-31$698,282,996
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$27,385,315
Net investment gain/loss from pooled separate accounts2014-12-31$74,494
Net investment gain or loss from common/collective trusts2014-12-31$30,142,258
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
Employer contributions (assets) at beginning of year2014-12-31$0
Income. Dividends from preferred stock2014-12-31$362,619
Income. Dividends from common stock2014-12-31$46,680,456
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$573,070,310
Asset. Corporate debt instrument preferred debt at end of year2014-12-31$189,744,923
Asset. Corporate debt instrument preferred debt at beginning of year2014-12-31$228,569,552
Asset. Corporate debt instrument debt (other) at end of year2014-12-31$1,141,468,636
Asset. Corporate debt instrument debt (other) at beginning of year2014-12-31$1,210,766,533
Contract administrator fees2014-12-31$5,333,772
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$2,092,481,102
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$2,189,967,166
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$8,532,635,433
Aggregate carrying amount (costs) on sale of assets2014-12-31$8,430,120,647
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31KPMG LLP
Accountancy firm EIN2014-12-31135565207
2013 : RETIREMENT PLAN FOR EMPLOYEES OF AETNA INC. 2013 401k financial data
Unrealized appreciation/depreciation of real estate assets2013-12-31$21,863,523
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$204,731,168
Total unrealized appreciation/depreciation of assets2013-12-31$226,594,691
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$73,626,883
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$114,009,392
Total income from all sources (including contributions)2013-12-31$623,958,214
Total loss/gain on sale of assets2013-12-31$153,617,097
Total of all expenses incurred2013-12-31$331,169,203
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$296,128,530
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$6,231,552,250
Value of total assets at beginning of year2013-12-31$5,979,145,748
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$35,040,673
Total interest from all sources2013-12-31$121,331,700
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$63,572,335
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$15,674,407
Assets. Real estate other than employer real property at end of year2013-12-31$497,494,614
Assets. Real estate other than employer real property at beginning of year2013-12-31$468,991,049
Administrative expenses professional fees incurred2013-12-31$1,091,658
Assets. Corporate prefeered stocks other than exployer securities at end of year2013-12-31$5,518,141
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2013-12-31$218,907,726
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$60,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Assets. Other investments not covered elsewhere at end of year2013-12-31$99,600,056
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$95,761,905
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$51,713,628
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$63,539,024
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$73,626,883
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$114,009,392
Other income not declared elsewhere2013-12-31$-1,685,574
Administrative expenses (other) incurred2013-12-31$5,394,654
Total non interest bearing cash at end of year2013-12-31$11,004,548
Total non interest bearing cash at beginning of year2013-12-31$12,255,922
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$292,789,011
Value of net assets at end of year (total assets less liabilities)2013-12-31$6,157,925,367
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$5,865,136,356
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
Assets. partnership/joint venture interests at end of year2013-12-31$516,547,170
Assets. partnership/joint venture interests at beginning of year2013-12-31$445,566,201
Investment advisory and management fees2013-12-31$22,989,289
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$396,190,803
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$358,615,177
Value of interest in pooled separate accounts at end of year2013-12-31$43,989,923
Value of interest in pooled separate accounts at beginning of year2013-12-31$47,462,371
Interest earned on other investments2013-12-31$13,969,434
Income. Interest from US Government securities2013-12-31$18,607,540
Income. Interest from corporate debt instruments2013-12-31$65,407,130
Value of interest in common/collective trusts at end of year2013-12-31$235,608,877
Value of interest in common/collective trusts at beginning of year2013-12-31$331,072,349
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$46,298,243
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$45,052,676
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$45,052,676
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$23,347,596
Asset value of US Government securities at end of year2013-12-31$698,282,996
Asset value of US Government securities at beginning of year2013-12-31$611,894,891
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$-26,056,467
Net investment gain/loss from pooled separate accounts2013-12-31$47,904
Net investment gain or loss from common/collective trusts2013-12-31$86,536,528
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$0
Employer contributions (assets) at end of year2013-12-31$0
Employer contributions (assets) at beginning of year2013-12-31$60,000,000
Income. Dividends from preferred stock2013-12-31$380,290
Income. Dividends from common stock2013-12-31$47,517,638
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$296,128,530
Asset. Corporate debt instrument preferred debt at end of year2013-12-31$228,569,552
Asset. Corporate debt instrument preferred debt at beginning of year2013-12-31$253,371,982
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$1,210,766,533
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$1,066,828,975
Contract administrator fees2013-12-31$5,565,072
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$2,189,967,166
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$1,899,825,500
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$8,340,872,616
Aggregate carrying amount (costs) on sale of assets2013-12-31$8,187,255,519
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31KPMG LLP
Accountancy firm EIN2013-12-31135565207
2012 : RETIREMENT PLAN FOR EMPLOYEES OF AETNA INC. 2012 401k financial data
Unrealized appreciation/depreciation of real estate assets2012-12-31$29,063,283
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$382,777,764
Total unrealized appreciation/depreciation of assets2012-12-31$411,841,047
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$114,009,392
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$73,931,343
Total income from all sources (including contributions)2012-12-31$830,988,838
Total loss/gain on sale of assets2012-12-31$101,944,478
Total of all expenses incurred2012-12-31$322,812,193
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$288,583,142
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$60,000,000
Value of total assets at end of year2012-12-31$5,979,145,748
Value of total assets at beginning of year2012-12-31$5,430,891,054
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$34,229,051
Total interest from all sources2012-12-31$110,339,379
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$64,216,549
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$19,193,149
Assets. Real estate other than employer real property at end of year2012-12-31$468,991,049
Assets. Real estate other than employer real property at beginning of year2012-12-31$433,186,525
Administrative expenses professional fees incurred2012-12-31$1,083,145
Assets. Corporate prefeered stocks other than exployer securities at end of year2012-12-31$218,907,726
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2012-12-31$172,225,973
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$60,000,000
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
Assets. Other investments not covered elsewhere at end of year2012-12-31$95,761,905
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$81,404,652
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$63,539,024
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$52,549,128
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$114,009,392
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$73,931,343
Other income not declared elsewhere2012-12-31$1,168,885
Administrative expenses (other) incurred2012-12-31$5,951,932
Total non interest bearing cash at end of year2012-12-31$12,255,922
Total non interest bearing cash at beginning of year2012-12-31$12,765,424
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$508,176,645
Value of net assets at end of year (total assets less liabilities)2012-12-31$5,865,136,356
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$5,356,959,711
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
Assets. partnership/joint venture interests at end of year2012-12-31$445,566,201
Assets. partnership/joint venture interests at beginning of year2012-12-31$279,191,144
Investment advisory and management fees2012-12-31$21,776,815
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$358,615,177
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$391,586,491
Value of interest in pooled separate accounts at end of year2012-12-31$47,462,371
Value of interest in pooled separate accounts at beginning of year2012-12-31$39,910,542
Interest earned on other investments2012-12-31$8,527,592
Income. Interest from US Government securities2012-12-31$18,539,523
Income. Interest from corporate debt instruments2012-12-31$61,522,528
Value of interest in common/collective trusts at end of year2012-12-31$331,072,349
Value of interest in common/collective trusts at beginning of year2012-12-31$447,227,682
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$45,052,676
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$49,604,114
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$49,604,114
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$21,749,736
Asset value of US Government securities at end of year2012-12-31$611,894,891
Asset value of US Government securities at beginning of year2012-12-31$591,698,941
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$17,258,052
Net investment gain/loss from pooled separate accounts2012-12-31$375,781
Net investment gain or loss from common/collective trusts2012-12-31$63,844,667
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
Contributions received in cash from employer2012-12-31$60,000,000
Employer contributions (assets) at end of year2012-12-31$60,000,000
Employer contributions (assets) at beginning of year2012-12-31$60,000,000
Income. Dividends from preferred stock2012-12-31$734,557
Income. Dividends from common stock2012-12-31$44,288,843
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$288,583,142
Asset. Corporate debt instrument preferred debt at end of year2012-12-31$253,371,982
Asset. Corporate debt instrument preferred debt at beginning of year2012-12-31$271,141,366
Asset. Corporate debt instrument debt (other) at end of year2012-12-31$1,066,828,975
Asset. Corporate debt instrument debt (other) at beginning of year2012-12-31$906,683,638
Contract administrator fees2012-12-31$5,417,159
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$1,899,825,500
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$1,641,715,434
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$8,349,969,339
Aggregate carrying amount (costs) on sale of assets2012-12-31$8,248,024,861
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31KPMG LLP
Accountancy firm EIN2012-12-31135565207
2011 : RETIREMENT PLAN FOR EMPLOYEES OF AETNA INC. 2011 401k financial data
Unrealized appreciation/depreciation of real estate assets2011-12-31$32,371,219
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$43,059,149
Total unrealized appreciation/depreciation of assets2011-12-31$75,430,368
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$73,931,343
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$106,589,222
Total income from all sources (including contributions)2011-12-31$354,979,762
Total loss/gain on sale of assets2011-12-31$58,409,015
Total of all expenses incurred2011-12-31$307,015,842
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$272,853,057
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$60,000,000
Value of total assets at end of year2011-12-31$5,430,891,054
Value of total assets at beginning of year2011-12-31$5,415,585,013
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$34,162,785
Total interest from all sources2011-12-31$99,096,347
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$60,147,850
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$16,555,206
Assets. Real estate other than employer real property at end of year2011-12-31$433,186,525
Assets. Real estate other than employer real property at beginning of year2011-12-31$395,323,592
Administrative expenses professional fees incurred2011-12-31$934,301
Assets. Corporate prefeered stocks other than exployer securities at end of year2011-12-31$172,225,973
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2011-12-31$6,591,961
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$60,000,000
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
Assets. Other investments not covered elsewhere at end of year2011-12-31$81,404,652
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$44,509,889
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$52,549,128
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$47,161,842
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$73,931,343
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$106,589,222
Other income not declared elsewhere2011-12-31$84,456
Administrative expenses (other) incurred2011-12-31$3,257,449
Total non interest bearing cash at end of year2011-12-31$12,765,424
Total non interest bearing cash at beginning of year2011-12-31$12,758,317
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$47,963,920
Value of net assets at end of year (total assets less liabilities)2011-12-31$5,356,959,711
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$5,308,995,791
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
Assets. partnership/joint venture interests at end of year2011-12-31$279,191,144
Assets. partnership/joint venture interests at beginning of year2011-12-31$203,559,462
Investment advisory and management fees2011-12-31$24,566,305
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$391,586,491
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$324,148,931
Value of interest in pooled separate accounts at end of year2011-12-31$39,910,542
Value of interest in pooled separate accounts at beginning of year2011-12-31$97,448,306
Interest earned on other investments2011-12-31$3,264,267
Income. Interest from US Government securities2011-12-31$18,383,169
Income. Interest from corporate debt instruments2011-12-31$56,483,177
Value of interest in common/collective trusts at end of year2011-12-31$447,227,682
Value of interest in common/collective trusts at beginning of year2011-12-31$611,263,489
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$49,604,114
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$31,754,997
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$31,754,997
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$20,965,734
Asset value of US Government securities at end of year2011-12-31$591,698,941
Asset value of US Government securities at beginning of year2011-12-31$398,766,340
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-4,702,619
Net investment gain/loss from pooled separate accounts2011-12-31$550,152
Net investment gain or loss from common/collective trusts2011-12-31$5,964,193
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$60,000,000
Employer contributions (assets) at end of year2011-12-31$60,000,000
Employer contributions (assets) at beginning of year2011-12-31$60,000,000
Income. Dividends from preferred stock2011-12-31$403,750
Income. Dividends from common stock2011-12-31$43,188,894
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$272,853,057
Asset. Corporate debt instrument preferred debt at end of year2011-12-31$271,141,366
Asset. Corporate debt instrument preferred debt at beginning of year2011-12-31$213,821,613
Asset. Corporate debt instrument debt (other) at end of year2011-12-31$906,683,638
Asset. Corporate debt instrument debt (other) at beginning of year2011-12-31$788,840,083
Contract administrator fees2011-12-31$5,404,730
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$1,641,715,434
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$2,179,636,191
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$9,041,745,067
Aggregate carrying amount (costs) on sale of assets2011-12-31$8,983,336,052
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31KPMG LLC
Accountancy firm EIN2011-12-31135565207
2010 : RETIREMENT PLAN FOR EMPLOYEES OF AETNA INC. 2010 401k financial data
Unrealized appreciation/depreciation of real estate assets2010-12-31$33,372,486
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$303,590,377
Total unrealized appreciation/depreciation of assets2010-12-31$336,962,863
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$106,589,222
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$50,207,787
Total income from all sources (including contributions)2010-12-31$699,406,408
Total loss/gain on sale of assets2010-12-31$72,380,455
Total of all expenses incurred2010-12-31$288,275,552
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$260,851,830
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$60,000,000
Value of total assets at end of year2010-12-31$5,415,585,013
Value of total assets at beginning of year2010-12-31$4,948,072,722
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$27,423,722
Total interest from all sources2010-12-31$84,856,376
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$45,728,570
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$4,247,982
Assets. Real estate other than employer real property at end of year2010-12-31$395,323,592
Assets. Real estate other than employer real property at beginning of year2010-12-31$352,981,857
Administrative expenses professional fees incurred2010-12-31$890,468
Assets. Corporate prefeered stocks other than exployer securities at end of year2010-12-31$6,591,961
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2010-12-31$8,218,654
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$60,000,000
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
Assets. Other investments not covered elsewhere at end of year2010-12-31$44,509,889
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$24,206,171
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$47,161,842
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$31,121,434
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$106,589,222
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$50,207,787
Other income not declared elsewhere2010-12-31$-1,125,988
Administrative expenses (other) incurred2010-12-31$3,383,084
Total non interest bearing cash at end of year2010-12-31$12,758,317
Total non interest bearing cash at beginning of year2010-12-31$10,160,332
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$411,130,856
Value of net assets at end of year (total assets less liabilities)2010-12-31$5,308,995,791
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$4,897,864,935
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
Assets. partnership/joint venture interests at end of year2010-12-31$203,559,462
Assets. partnership/joint venture interests at beginning of year2010-12-31$151,385,901
Investment advisory and management fees2010-12-31$17,638,103
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$324,148,931
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$209,954,260
Value of interest in pooled separate accounts at end of year2010-12-31$97,448,306
Value of interest in pooled separate accounts at beginning of year2010-12-31$53,599,378
Interest earned on other investments2010-12-31$2,347,285
Income. Interest from US Government securities2010-12-31$10,055,923
Income. Interest from corporate debt instruments2010-12-31$50,573,734
Value of interest in common/collective trusts at end of year2010-12-31$611,263,489
Value of interest in common/collective trusts at beginning of year2010-12-31$478,504,843
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$31,754,997
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$69,069,823
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$69,069,823
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$21,879,434
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$0
Asset value of US Government securities at end of year2010-12-31$398,766,340
Asset value of US Government securities at beginning of year2010-12-31$230,368,870
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$17,171,632
Net investment gain/loss from pooled separate accounts2010-12-31$703,848
Net investment gain or loss from common/collective trusts2010-12-31$82,728,652
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$60,000,000
Employer contributions (assets) at end of year2010-12-31$60,000,000
Employer contributions (assets) at beginning of year2010-12-31$505,000,000
Income. Dividends from preferred stock2010-12-31$364,801
Income. Dividends from common stock2010-12-31$41,115,787
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$260,851,830
Asset. Corporate debt instrument preferred debt at end of year2010-12-31$213,821,613
Asset. Corporate debt instrument preferred debt at beginning of year2010-12-31$214,152,982
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$788,840,083
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$662,396,137
Contract administrator fees2010-12-31$5,512,067
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$2,179,636,191
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$1,946,952,080
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$7,609,676,110
Aggregate carrying amount (costs) on sale of assets2010-12-31$7,537,295,655
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31KPMG LLC
Accountancy firm EIN2010-12-31135565207

Form 5500 Responses for RETIREMENT PLAN FOR EMPLOYEES OF AETNA INC.

2022: RETIREMENT PLAN FOR EMPLOYEES OF AETNA INC. 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: RETIREMENT PLAN FOR EMPLOYEES OF AETNA INC. 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: RETIREMENT PLAN FOR EMPLOYEES OF AETNA INC. 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: RETIREMENT PLAN FOR EMPLOYEES OF AETNA INC. 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: RETIREMENT PLAN FOR EMPLOYEES OF AETNA INC. 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedYes
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: RETIREMENT PLAN FOR EMPLOYEES OF AETNA INC. 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: RETIREMENT PLAN FOR EMPLOYEES OF AETNA INC. 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: RETIREMENT PLAN FOR EMPLOYEES OF AETNA INC. 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: RETIREMENT PLAN FOR EMPLOYEES OF AETNA INC. 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: RETIREMENT PLAN FOR EMPLOYEES OF AETNA INC. 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: RETIREMENT PLAN FOR EMPLOYEES OF AETNA INC. 2012 form 5500 responses
2012-01-01Type of plan entitySingle 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 planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: RETIREMENT PLAN FOR EMPLOYEES OF AETNA INC. 2011 form 5500 responses
2011-01-01Type of plan entitySingle 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 planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: RETIREMENT PLAN FOR EMPLOYEES OF AETNA INC. 2010 form 5500 responses
2010-01-01Type of plan entitySingle 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 planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: RETIREMENT PLAN FOR EMPLOYEES OF AETNA INC. 2009 form 5500 responses
2009-01-01Type of plan entitySingle 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 planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract numberGA-641
Policy instance 1
Insurance contract or identification numberGA-641
Number of Individuals Covered49247
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract numberGA-641
Policy instance 1
Insurance contract or identification numberGA-641
Number of Individuals Covered50819
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract numberGA-641
Policy instance 1
Insurance contract or identification numberGA-641
Number of Individuals Covered53037
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract numberGA-641
Policy instance 1
Insurance contract or identification numberGA-641
Number of Individuals Covered54471
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract numberGA-641
Policy instance 1
Insurance contract or identification numberGA-641
Number of Individuals Covered55839
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract numberGA-641
Policy instance 1
Insurance contract or identification numberGA-641
Number of Individuals Covered57895
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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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