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LIMRA INTERNATIONAL RETIREMENT INCOME PLAN 401k Plan overview

Plan NameLIMRA INTERNATIONAL RETIREMENT INCOME PLAN
Plan identification number 002

LIMRA INTERNATIONAL RETIREMENT INCOME PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Plan covered by PBGC that was terminated and closed out for PBGC purposes - Before the end of the plan year (or a prior plan year), (1) the plan terminated in a standard (or distress) termination and completed the distribution of plan assets in satisfaction of all benefit liabilities (or all ERISA Title IV benefits for distress termination); or (2) a trustee was appointed for a terminated plan pursuant to ERISA section 4042.
  • 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).

401k Sponsoring company profile

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

Company Name:LL GLOBAL, INC.
Employer identification number (EIN):261339203
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Additional information about LL GLOBAL, INC.

Jurisdiction of Incorporation: California Department of State
Incorporation Date: 2008-03-07
Company Identification Number: C3078695
Legal Registered Office Address: 18351 Colima Road #1038

Rowland Heights
United States of America (USA)
91748

More information about LL GLOBAL, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LIMRA INTERNATIONAL RETIREMENT INCOME PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-02JANINE EPRIGHT2023-11-09
0022021-01-02JANINE EPRIGHT2022-11-10
0022021-01-02JANINE EPRIGHT2022-11-10
0022020-01-02JANINE EPRIGHT2021-11-09 JANINE EPRIGHT2021-11-09
0022019-01-02MARK SINGLETON2020-10-28 MARK SINGLETON2020-10-28
0022018-01-02DAVID MARCONE2019-11-13 DAVID MARCONE2019-11-13
0022017-01-02
0022016-01-02
0022015-01-02
0022014-01-02
0022013-01-02
0022012-01-02SCOTT BOULAY
0022011-01-02SCOTT BOULAY
0022010-01-02SCOTT BOULAY
0022009-01-02CURTIS CONNER

Plan Statistics for LIMRA INTERNATIONAL RETIREMENT INCOME PLAN

401k plan membership statisitcs for LIMRA INTERNATIONAL RETIREMENT INCOME PLAN

Measure Date Value
2023: LIMRA INTERNATIONAL RETIREMENT INCOME PLAN 2023 401k membership
Market value of plan assets2023-01-0155,015,690
Acturial value of plan assets2023-01-0153,838,908
Funding target for retired participants and beneficiaries receiving payment2023-01-0139,226,061
Number of terminated vested participants2023-01-0181
Fundng target for terminated vested participants2023-01-013,618,866
Active participant vested funding target2023-01-016,932,062
Number of active participants2023-01-016
Total funding liabilities for active participants2023-01-016,932,062
Total participant count2023-01-01285
Total funding target for all participants2023-01-0149,776,989
Balance at beginning of prior year after applicable adjustments2023-01-010
Prefunding balance at beginning of prior year after applicable adjustments2023-01-013,169,163
Carryover balanced portion elected for use to offset prior years funding requirement2023-01-010
Prefunding balanced used to offset prior years funding requirement2023-01-01415,012
Amount remaining of carryover balance2023-01-010
Amount remaining of prefunding balance2023-01-012,754,151
Present value of excess contributions2023-01-011,020,177
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2023-01-011,074,164
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2023-01-011,074,164
Reductions in caryover balances due to elections or deemed elections2023-01-010
Reductions in prefunding balances due to elections or deemed elections2023-01-010
Balance of carryovers at beginning of current year2023-01-010
Balance of prefunding at beginning of current year2023-01-013,965,710
Contributions allocated toward unpaid minimum require contributions from prior years2023-01-010
Contributions made to avoid restrictions adjusted to valuation date2023-01-010
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2023-01-010
Liquidity shortfalls end of Q12023-01-010
Liquidity shortfalls end of Q22023-01-010
Liquidity shortfalls end of Q32023-01-010
Liquidity shortfalls end of Q42023-01-010
Unpaid minimum required contributions for all prior years2023-01-010
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2023-01-010
Remaining amount of unpaid minimum required contributions2023-01-010
Minimum required contributions for current year target normal cost2023-01-0135,000
Net shortfall amortization installment of oustanding balance2023-01-010
Total funding amount beforereflecting carryover/prefunding balances2023-01-010
Carryover balance elected to use to offset funding requirement2023-01-010
Prefunding balance elected to use to offset funding requirement2023-01-010
Additional cash requirement2023-01-010
Contributions allocatedtoward minimum required contributions for current year2023-01-010
Unpaid minimum required contributions for current year2023-01-010
Unpaid minimum required contributions for all years2023-01-010
2022: LIMRA INTERNATIONAL RETIREMENT INCOME PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-02340
Total number of active participants reported on line 7a of the Form 55002022-01-0255
Number of retired or separated participants receiving benefits2022-01-02174
Number of other retired or separated participants entitled to future benefits2022-01-0279
Total of all active and inactive participants2022-01-02308
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0227
Total participants2022-01-02335
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-020
Market value of plan assets2022-01-0155,282,930
Acturial value of plan assets2022-01-0150,530,906
Funding target for retired participants and beneficiaries receiving payment2022-01-0139,651,208
Number of terminated vested participants2022-01-0182
Fundng target for terminated vested participants2022-01-013,677,307
Active participant vested funding target2022-01-017,765,108
Number of active participants2022-01-0169
Total funding liabilities for active participants2022-01-017,765,108
Total participant count2022-01-01346
Total funding target for all participants2022-01-0151,093,623
Balance at beginning of prior year after applicable adjustments2022-01-010
Prefunding balance at beginning of prior year after applicable adjustments2022-01-011,969,448
Carryover balanced portion elected for use to offset prior years funding requirement2022-01-010
Prefunding balanced used to offset prior years funding requirement2022-01-01743,867
Amount remaining of carryover balance2022-01-010
Amount remaining of prefunding balance2022-01-011,225,581
Present value of excess contributions2022-01-011,579,698
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-01-011,746,474
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-01-011,746,474
Reductions in prefunding balances due to elections or deemed elections2022-01-010
Balance of carryovers at beginning of current year2022-01-010
Balance of prefunding at beginning of current year2022-01-013,169,163
Contributions allocated toward unpaid minimum require contributions from prior years2022-01-010
Contributions made to avoid restrictions adjusted to valuation date2022-01-010
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-01-010
Liquidity shortfalls end of Q12022-01-010
Liquidity shortfalls end of Q22022-01-010
Liquidity shortfalls end of Q32022-01-010
Liquidity shortfalls end of Q42022-01-010
Unpaid minimum required contributions for all prior years2022-01-010
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-01-010
Remaining amount of unpaid minimum required contributions2022-01-010
Minimum required contributions for current year target normal cost2022-01-0135,000
Net shortfall amortization installment of oustanding balance2022-01-013,731,880
Waiver amortization installment2022-01-010
Total funding amount beforereflecting carryover/prefunding balances2022-01-01415,012
Carryover balance elected to use to offset funding requirement2022-01-010
Prefunding balance elected to use to offset funding requirement2022-01-01415,012
Additional cash requirement2022-01-010
Contributions allocatedtoward minimum required contributions for current year2022-01-010
Unpaid minimum required contributions for current year2022-01-010
Unpaid minimum required contributions for all years2022-01-010
Total employer contributions2022-01-011,050,000
2021: LIMRA INTERNATIONAL RETIREMENT INCOME PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-02346
Total number of active participants reported on line 7a of the Form 55002021-01-0261
Number of retired or separated participants receiving benefits2021-01-02174
Number of other retired or separated participants entitled to future benefits2021-01-0281
Total of all active and inactive participants2021-01-02316
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0224
Total participants2021-01-02340
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-020
Market value of plan assets2021-01-0149,888,192
Acturial value of plan assets2021-01-0145,931,933
Funding target for retired participants and beneficiaries receiving payment2021-01-0139,776,002
Number of terminated vested participants2021-01-0187
Fundng target for terminated vested participants2021-01-013,969,811
Active participant vested funding target2021-01-017,820,169
Number of active participants2021-01-0174
Total funding liabilities for active participants2021-01-017,820,169
Total participant count2021-01-01350
Total funding target for all participants2021-01-0151,565,982
Balance at beginning of prior year after applicable adjustments2021-01-010
Prefunding balance at beginning of prior year after applicable adjustments2021-01-012,612,233
Carryover balanced portion elected for use to offset prior years funding requirement2021-01-010
Prefunding balanced used to offset prior years funding requirement2021-01-011,188,871
Amount remaining of carryover balance2021-01-010
Amount remaining of prefunding balance2021-01-011,423,362
Present value of excess contributions2021-01-01260,591
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-01-01304,771
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-01-01304,771
Reductions in prefunding balances due to elections or deemed elections2021-01-010
Balance of carryovers at beginning of current year2021-01-010
Balance of prefunding at beginning of current year2021-01-011,969,448
Total employer contributions2021-01-011,650,000
Contributions allocated toward unpaid minimum require contributions from prior years2021-01-010
Contributions made to avoid restrictions adjusted to valuation date2021-01-010
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-01-011,579,698
Liquidity shortfalls end of Q12021-01-010
Liquidity shortfalls end of Q22021-01-010
Liquidity shortfalls end of Q32021-01-010
Liquidity shortfalls end of Q42021-01-010
Unpaid minimum required contributions for all prior years2021-01-010
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-01-010
Remaining amount of unpaid minimum required contributions2021-01-010
Minimum required contributions for current year target normal cost2021-01-0130,000
Net shortfall amortization installment of oustanding balance2021-01-017,603,497
Waiver amortization installment2021-01-010
Total funding amount beforereflecting carryover/prefunding balances2021-01-01743,867
Carryover balance elected to use to offset funding requirement2021-01-010
Prefunding balance elected to use to offset funding requirement2021-01-011,969,448
Additional cash requirement2021-01-010
Contributions allocatedtoward minimum required contributions for current year2021-01-011,579,698
Unpaid minimum required contributions for current year2021-01-010
Unpaid minimum required contributions for all years2021-01-010
2020: LIMRA INTERNATIONAL RETIREMENT INCOME PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-02350
Total number of active participants reported on line 7a of the Form 55002020-01-0269
Number of retired or separated participants receiving benefits2020-01-02173
Number of other retired or separated participants entitled to future benefits2020-01-0282
Total of all active and inactive participants2020-01-02324
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0222
Total participants2020-01-02346
Market value of plan assets2020-01-0146,131,751
Acturial value of plan assets2020-01-0148,406,418
Funding target for retired participants and beneficiaries receiving payment2020-01-0141,275,745
Number of terminated vested participants2020-01-0189
Fundng target for terminated vested participants2020-01-014,045,646
Active participant vested funding target2020-01-018,641,779
Number of active participants2020-01-0184
Total funding liabilities for active participants2020-01-018,641,779
Total participant count2020-01-01353
Total funding target for all participants2020-01-0153,963,170
Balance at beginning of prior year after applicable adjustments2020-01-010
Prefunding balance at beginning of prior year after applicable adjustments2020-01-010
Carryover balanced portion elected for use to offset prior years funding requirement2020-01-010
Prefunding balanced used to offset prior years funding requirement2020-01-010
Amount remaining of carryover balance2020-01-010
Amount remaining of prefunding balance2020-01-010
Present value of excess contributions2020-01-012,473,471
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-01-012,612,233
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-01-012,612,233
Reductions in caryover balances due to elections or deemed elections2020-01-010
Reductions in prefunding balances due to elections or deemed elections2020-01-010
Balance of carryovers at beginning of current year2020-01-010
Balance of prefunding at beginning of current year2020-01-012,612,233
Total employer contributions2020-01-01275,000
Contributions allocated toward unpaid minimum require contributions from prior years2020-01-010
Contributions made to avoid restrictions adjusted to valuation date2020-01-010
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-01-01260,591
Liquidity shortfalls end of Q12020-01-010
Liquidity shortfalls end of Q22020-01-010
Liquidity shortfalls end of Q32020-01-010
Liquidity shortfalls end of Q42020-01-010
Unpaid minimum required contributions for all prior years2020-01-010
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-01-010
Remaining amount of unpaid minimum required contributions2020-01-010
Minimum required contributions for current year target normal cost2020-01-0130,000
Net shortfall amortization installment of oustanding balance2020-01-018,168,985
Waiver amortization installment2020-01-010
Total funding amount beforereflecting carryover/prefunding balances2020-01-011,188,871
Carryover balance elected to use to offset funding requirement2020-01-010
Prefunding balance elected to use to offset funding requirement2020-01-012,612,233
Additional cash requirement2020-01-010
Contributions allocatedtoward minimum required contributions for current year2020-01-01260,591
Unpaid minimum required contributions for current year2020-01-010
Unpaid minimum required contributions for all years2020-01-010
2019: LIMRA INTERNATIONAL RETIREMENT INCOME PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-02353
Total number of active participants reported on line 7a of the Form 55002019-01-0274
Number of retired or separated participants receiving benefits2019-01-02167
Number of other retired or separated participants entitled to future benefits2019-01-0287
Total of all active and inactive participants2019-01-02328
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0222
Total participants2019-01-02350
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-020
Market value of plan assets2019-01-0148,707,481
Acturial value of plan assets2019-01-0147,005,357
Funding target for retired participants and beneficiaries receiving payment2019-01-0139,802,912
Number of terminated vested participants2019-01-0186
Fundng target for terminated vested participants2019-01-013,743,123
Active participant vested funding target2019-01-018,776,692
Number of active participants2019-01-0197
Total funding liabilities for active participants2019-01-018,776,692
Total participant count2019-01-01358
Total funding target for all participants2019-01-0152,322,727
Balance at beginning of prior year after applicable adjustments2019-01-010
Prefunding balance at beginning of prior year after applicable adjustments2019-01-014,216,858
Carryover balanced portion elected for use to offset prior years funding requirement2019-01-010
Prefunding balanced used to offset prior years funding requirement2019-01-01891,350
Amount remaining of carryover balance2019-01-010
Amount remaining of prefunding balance2019-01-013,325,508
Present value of excess contributions2019-01-01330,854
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-01-01369,178
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-01-01369,178
Reductions in caryover balances due to elections or deemed elections2019-01-010
Reductions in prefunding balances due to elections or deemed elections2019-01-014,079,888
Balance of carryovers at beginning of current year2019-01-010
Balance of prefunding at beginning of current year2019-01-010
Total employer contributions2019-01-013,050,000
Total employee contributions2019-01-010
Contributions allocated toward unpaid minimum require contributions from prior years2019-01-010
Contributions made to avoid restrictions adjusted to valuation date2019-01-010
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-01-012,860,501
Liquidity shortfalls end of Q12019-01-010
Liquidity shortfalls end of Q22019-01-010
Liquidity shortfalls end of Q32019-01-010
Liquidity shortfalls end of Q42019-01-010
Unpaid minimum required contributions for all prior years2019-01-010
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-01-010
Remaining amount of unpaid minimum required contributions2019-01-010
Minimum required contributions for current year target normal cost2019-01-0130,000
Net shortfall amortization installment of oustanding balance2019-01-015,317,370
Waiver amortization installment2019-01-010
Total funding amount beforereflecting carryover/prefunding balances2019-01-01387,030
Carryover balance elected to use to offset funding requirement2019-01-010
Prefunding balance elected to use to offset funding requirement2019-01-010
Additional cash requirement2019-01-01387,030
Contributions allocatedtoward minimum required contributions for current year2019-01-012,860,501
Unpaid minimum required contributions for current year2019-01-010
Unpaid minimum required contributions for all years2019-01-010
2018: LIMRA INTERNATIONAL RETIREMENT INCOME PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-02358
Total number of active participants reported on line 7a of the Form 55002018-01-0284
Number of retired or separated participants receiving benefits2018-01-02161
Number of other retired or separated participants entitled to future benefits2018-01-0289
Total of all active and inactive participants2018-01-02334
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0219
Total participants2018-01-02353
Number of participants with account balances2018-01-020
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-020
Market value of plan assets2018-01-0146,902,353
Acturial value of plan assets2018-01-0147,754,280
Funding target for retired participants and beneficiaries receiving payment2018-01-0139,520,962
Number of terminated vested participants2018-01-0191
Fundng target for terminated vested participants2018-01-013,992,432
Active participant vested funding target2018-01-018,818,239
Number of active participants2018-01-01102
Total funding liabilities for active participants2018-01-018,818,239
Total participant count2018-01-01364
Total funding target for all participants2018-01-0152,331,633
Balance at beginning of prior year after applicable adjustments2018-01-010
Prefunding balance at beginning of prior year after applicable adjustments2018-01-011,645,582
Carryover balanced portion elected for use to offset prior years funding requirement2018-01-010
Prefunding balanced used to offset prior years funding requirement2018-01-01395,476
Amount remaining of carryover balance2018-01-010
Amount remaining of prefunding balance2018-01-011,250,106
Present value of excess contributions2018-01-012,699,437
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-01-012,869,045
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-01-012,869,045
Balance of carryovers at beginning of current year2018-01-010
Balance of prefunding at beginning of current year2018-01-014,216,858
Total employer contributions2018-01-01354,130
Total employee contributions2018-01-010
Contributions allocated toward unpaid minimum require contributions from prior years2018-01-010
Contributions made to avoid restrictions adjusted to valuation date2018-01-010
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-01-01330,854
Liquidity shortfalls end of Q12018-01-010
Liquidity shortfalls end of Q22018-01-010
Liquidity shortfalls end of Q32018-01-010
Liquidity shortfalls end of Q42018-01-010
Unpaid minimum required contributions for all prior years2018-01-010
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-01-010
Remaining amount of unpaid minimum required contributions2018-01-010
Minimum required contributions for current year target normal cost2018-01-0130,000
Net shortfall amortization installment of oustanding balance2018-01-018,794,211
Waiver amortization installment2018-01-010
Total funding amount beforereflecting carryover/prefunding balances2018-01-01891,350
Carryover balance elected to use to offset funding requirement2018-01-010
Prefunding balance elected to use to offset funding requirement2018-01-01891,350
Additional cash requirement2018-01-010
Contributions allocatedtoward minimum required contributions for current year2018-01-01330,854
Unpaid minimum required contributions for current year2018-01-010
Unpaid minimum required contributions for all years2018-01-010
2017: LIMRA INTERNATIONAL RETIREMENT INCOME PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-02364
Total number of active participants reported on line 7a of the Form 55002017-01-0297
Number of retired or separated participants receiving benefits2017-01-02156
Number of other retired or separated participants entitled to future benefits2017-01-0286
Total of all active and inactive participants2017-01-02339
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0219
Total participants2017-01-02358
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-020
Market value of plan assets2017-01-0145,732,193
Acturial value of plan assets2017-01-0148,283,991
Funding target for retired participants and beneficiaries receiving payment2017-01-0138,733,780
Number of terminated vested participants2017-01-0194
Fundng target for terminated vested participants2017-01-014,622,020
Active participant vested funding target2017-01-019,022,684
Number of active participants2017-01-01106
Total funding liabilities for active participants2017-01-019,022,684
Total participant count2017-01-01387
Total funding target for all participants2017-01-0152,378,484
Balance at beginning of prior year after applicable adjustments2017-01-010
Prefunding balance at beginning of prior year after applicable adjustments2017-01-01236,290
Carryover balanced portion elected for use to offset prior years funding requirement2017-01-010
Prefunding balanced used to offset prior years funding requirement2017-01-01105,375
Amount remaining of carryover balance2017-01-010
Amount remaining of prefunding balance2017-01-01130,915
Present value of excess contributions2017-01-011,434,184
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-01-011,515,869
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-01-011,515,869
Reductions in caryover balances due to elections or deemed elections2017-01-010
Reductions in prefunding balances due to elections or deemed elections2017-01-010
Balance of carryovers at beginning of current year2017-01-010
Balance of prefunding at beginning of current year2017-01-011,645,582
Total employer contributions2017-01-012,820,870
Contributions allocated toward unpaid minimum require contributions from prior years2017-01-010
Contributions made to avoid restrictions adjusted to valuation date2017-01-010
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-01-012,699,437
Liquidity shortfalls end of Q12017-01-010
Liquidity shortfalls end of Q22017-01-010
Liquidity shortfalls end of Q32017-01-010
Liquidity shortfalls end of Q42017-01-010
Unpaid minimum required contributions for all prior years2017-01-010
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-01-010
Remaining amount of unpaid minimum required contributions2017-01-010
Minimum required contributions for current year target normal cost2017-01-0130,000
Net shortfall amortization installment of oustanding balance2017-01-015,740,075
Waiver amortization installment2017-01-010
Waived amount of outstanding balance2017-01-010
Total funding amount beforereflecting carryover/prefunding balances2017-01-01395,476
Carryover balance elected to use to offset funding requirement2017-01-010
Prefunding balance elected to use to offset funding requirement2017-01-01395,476
Additional cash requirement2017-01-010
Contributions allocatedtoward minimum required contributions for current year2017-01-012,699,437
Unpaid minimum required contributions for current year2017-01-010
Unpaid minimum required contributions for all years2017-01-010
2016: LIMRA INTERNATIONAL RETIREMENT INCOME PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-02387
Total number of active participants reported on line 7a of the Form 55002016-01-02102
Number of retired or separated participants receiving benefits2016-01-02153
Number of other retired or separated participants entitled to future benefits2016-01-0291
Total of all active and inactive participants2016-01-02346
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0218
Total participants2016-01-02364
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-020
2015: LIMRA INTERNATIONAL RETIREMENT INCOME PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-02392
Total number of active participants reported on line 7a of the Form 55002015-01-02106
Number of retired or separated participants receiving benefits2015-01-02168
Number of other retired or separated participants entitled to future benefits2015-01-0294
Total of all active and inactive participants2015-01-02368
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0219
Total participants2015-01-02387
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-020
2014: LIMRA INTERNATIONAL RETIREMENT INCOME PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-02441
Total number of active participants reported on line 7a of the Form 55002014-01-02108
Number of retired or separated participants receiving benefits2014-01-02163
Number of other retired or separated participants entitled to future benefits2014-01-02102
Total of all active and inactive participants2014-01-02373
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0219
Total participants2014-01-02392
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-020
2013: LIMRA INTERNATIONAL RETIREMENT INCOME PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-02443
Total number of active participants reported on line 7a of the Form 55002013-01-02119
Number of retired or separated participants receiving benefits2013-01-02154
Number of other retired or separated participants entitled to future benefits2013-01-02146
Total of all active and inactive participants2013-01-02419
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-0222
Total participants2013-01-02441
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-020
2012: LIMRA INTERNATIONAL RETIREMENT INCOME PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-02447
Total number of active participants reported on line 7a of the Form 55002012-01-02122
Number of retired or separated participants receiving benefits2012-01-02151
Number of other retired or separated participants entitled to future benefits2012-01-02148
Total of all active and inactive participants2012-01-02421
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-0222
Total participants2012-01-02443
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-020
2011: LIMRA INTERNATIONAL RETIREMENT INCOME PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-02448
Total number of active participants reported on line 7a of the Form 55002011-01-02127
Number of retired or separated participants receiving benefits2011-01-02146
Number of other retired or separated participants entitled to future benefits2011-01-02154
Total of all active and inactive participants2011-01-02427
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-0220
Total participants2011-01-02447
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-020
2010: LIMRA INTERNATIONAL RETIREMENT INCOME PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-02450
Total number of active participants reported on line 7a of the Form 55002010-01-02141
Number of retired or separated participants receiving benefits2010-01-02139
Number of other retired or separated participants entitled to future benefits2010-01-02149
Total of all active and inactive participants2010-01-02429
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-0219
Total participants2010-01-02448
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-020
2009: LIMRA INTERNATIONAL RETIREMENT INCOME PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-02430
Total number of active participants reported on line 7a of the Form 55002009-01-02144
Number of retired or separated participants receiving benefits2009-01-02140
Number of other retired or separated participants entitled to future benefits2009-01-02148
Total of all active and inactive participants2009-01-02432
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-0218
Total participants2009-01-02450
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-020

Financial Data on LIMRA INTERNATIONAL RETIREMENT INCOME PLAN

Measure Date Value
2023 : LIMRA INTERNATIONAL RETIREMENT INCOME PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$0
Total income from all sources (including contributions)2023-01-01$-9,382,511
Total loss/gain on sale of assets2023-01-01$0
Total of all expenses incurred2023-01-01$4,047,860
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-01-01$3,860,087
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-01-01$0
Value of total assets at end of year2023-01-01$41,585,319
Value of total assets at beginning of year2023-01-01$55,015,690
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-01-01$187,773
Total interest from all sources2023-01-01$1,041,852
Total dividends received (eg from common stock, registered investment company shares)2023-01-01$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-01-01No
Was this plan covered by a fidelity bond2023-01-01Yes
Value of fidelity bond cover2023-01-01$3,000,000
Were there any nonexempt tranactions with any party-in-interest2023-01-01No
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-01-01$63,432
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-01-01$69,800
Administrative expenses (other) incurred2023-01-01$187,773
Total non interest bearing cash at beginning of year2023-01-01$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Value of net income/loss2023-01-01$-13,430,371
Value of net assets at end of year (total assets less liabilities)2023-01-01$41,585,319
Value of net assets at beginning of year (total assets less liabilities)2023-01-01$55,015,690
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2023-01-01No
Were any leases to which the plan was party in default or uncollectible2023-01-01No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-01-01$30,414,321
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-01-01$46,160,921
Income. Interest from US Government securities2023-01-01$1,041,852
Value of interest in common/collective trusts at end of year2023-01-01$3,260,722
Value of interest in common/collective trusts at beginning of year2023-01-01$2,622,777
Asset value of US Government securities at end of year2023-01-01$7,846,844
Asset value of US Government securities at beginning of year2023-01-01$6,162,192
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-01-01$-10,424,363
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-01-01Yes
Was there a failure to transmit to the plan any participant contributions2023-01-01No
Has the plan failed to provide any benefit when due under the plan2023-01-01No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-01-01$3,860,087
Did the plan have assets held for investment2023-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-01-01No
Opinion of an independent qualified public accountant for this plan2023-01-01Unqualified
Accountancy firm name2023-01-01CROWE LLP
Accountancy firm EIN2023-01-01350921680
2022 : LIMRA INTERNATIONAL RETIREMENT INCOME PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$0
Total income from all sources (including contributions)2022-01-01$3,754,308
Total loss/gain on sale of assets2022-01-01$0
Total of all expenses incurred2022-01-01$4,025,891
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-01-01$3,827,747
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-01-01$1,050,000
Value of total assets at end of year2022-01-01$55,015,690
Value of total assets at beginning of year2022-01-01$55,287,273
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-01-01$198,144
Total interest from all sources2022-01-01$1,171,084
Total dividends received (eg from common stock, registered investment company shares)2022-01-01$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-01-01No
Was this plan covered by a fidelity bond2022-01-01Yes
Value of fidelity bond cover2022-01-01$3,000,000
Were there any nonexempt tranactions with any party-in-interest2022-01-01No
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-01-01$69,800
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-01-01$66,068
Administrative expenses (other) incurred2022-01-01$198,144
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Value of net income/loss2022-01-01$-271,583
Value of net assets at end of year (total assets less liabilities)2022-01-01$55,015,690
Value of net assets at beginning of year (total assets less liabilities)2022-01-01$55,287,273
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2022-01-01No
Were any leases to which the plan was party in default or uncollectible2022-01-01No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-01-01$46,160,921
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-01-01$46,816,371
Income. Interest from US Government securities2022-01-01$1,171,084
Value of interest in common/collective trusts at end of year2022-01-01$2,622,777
Value of interest in common/collective trusts at beginning of year2022-01-01$2,424,399
Asset value of US Government securities at end of year2022-01-01$6,162,192
Asset value of US Government securities at beginning of year2022-01-01$5,155,435
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-01-01$1,533,224
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-01-01Yes
Was there a failure to transmit to the plan any participant contributions2022-01-01No
Has the plan failed to provide any benefit when due under the plan2022-01-01No
Contributions received in cash from employer2022-01-01$1,050,000
Employer contributions (assets) at end of year2022-01-01$0
Employer contributions (assets) at beginning of year2022-01-01$825,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-01-01$3,827,747
Did the plan have assets held for investment2022-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-01-01No
Opinion of an independent qualified public accountant for this plan2022-01-01Disclaimer
Accountancy firm name2022-01-01CROWE LLP
Accountancy firm EIN2022-01-01350921680
2021 : LIMRA INTERNATIONAL RETIREMENT INCOME PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-01-01$0
Total income from all sources (including contributions)2021-01-01$9,410,886
Total loss/gain on sale of assets2021-01-01$0
Total of all expenses incurred2021-01-01$4,012,091
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-01-01$3,809,827
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-01-01$1,650,000
Value of total assets at end of year2021-01-01$55,287,273
Value of total assets at beginning of year2021-01-01$49,888,478
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-01-01$202,264
Total interest from all sources2021-01-01$0
Total dividends received (eg from common stock, registered investment company shares)2021-01-01$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-01-01No
Was this plan covered by a fidelity bond2021-01-01Yes
Value of fidelity bond cover2021-01-01$3,000,000
Were there any nonexempt tranactions with any party-in-interest2021-01-01No
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-01-01$66,068
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-01-01$69,883
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-01-01$0
Administrative expenses (other) incurred2021-01-01$202,264
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-01-01No
Value of net income/loss2021-01-01$5,398,795
Value of net assets at end of year (total assets less liabilities)2021-01-01$55,287,273
Value of net assets at beginning of year (total assets less liabilities)2021-01-01$49,888,478
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2021-01-01No
Were any leases to which the plan was party in default or uncollectible2021-01-01No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-01-01$46,816,371
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-01-01$38,326,451
Value of interest in common/collective trusts at end of year2021-01-01$2,424,399
Value of interest in common/collective trusts at beginning of year2021-01-01$5,571,976
Asset value of US Government securities at end of year2021-01-01$5,155,435
Asset value of US Government securities at beginning of year2021-01-01$5,645,168
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-01-01$7,760,886
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-01-01Yes
Was there a failure to transmit to the plan any participant contributions2021-01-01No
Has the plan failed to provide any benefit when due under the plan2021-01-01No
Contributions received in cash from employer2021-01-01$1,650,000
Employer contributions (assets) at end of year2021-01-01$825,000
Employer contributions (assets) at beginning of year2021-01-01$275,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-01-01$3,809,827
Did the plan have assets held for investment2021-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-01-01No
Opinion of an independent qualified public accountant for this plan2021-01-01Disclaimer
Accountancy firm name2021-01-01WHITTLESEY, PC
Accountancy firm EIN2021-01-01060903326
2020 : LIMRA INTERNATIONAL RETIREMENT INCOME PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-01-01$0
Total unrealized appreciation/depreciation of assets2020-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-01-01$0
Total income from all sources (including contributions)2020-01-01$7,705,342
Total income from all sources (including contributions)2020-01-01$7,705,342
Total loss/gain on sale of assets2020-01-01$0
Total loss/gain on sale of assets2020-01-01$0
Total of all expenses incurred2020-01-01$4,000,295
Total of all expenses incurred2020-01-01$4,000,295
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-01-01$3,802,230
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-01-01$3,802,230
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-01-01$275,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-01-01$275,000
Value of total assets at end of year2020-01-01$49,888,478
Value of total assets at end of year2020-01-01$49,888,478
Value of total assets at beginning of year2020-01-01$46,183,431
Value of total assets at beginning of year2020-01-01$46,183,431
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-01-01$198,065
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-01-01$198,065
Total interest from all sources2020-01-01$0
Total interest from all sources2020-01-01$0
Total dividends received (eg from common stock, registered investment company shares)2020-01-01$0
Total dividends received (eg from common stock, registered investment company shares)2020-01-01$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-01-01No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-01-01No
Administrative expenses professional fees incurred2020-01-01$26,100
Administrative expenses professional fees incurred2020-01-01$26,100
Was this plan covered by a fidelity bond2020-01-01Yes
Was this plan covered by a fidelity bond2020-01-01Yes
Value of fidelity bond cover2020-01-01$3,000,000
Value of fidelity bond cover2020-01-01$3,000,000
Were there any nonexempt tranactions with any party-in-interest2020-01-01No
Were there any nonexempt tranactions with any party-in-interest2020-01-01No
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-01-01$69,883
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-01-01$69,883
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-01-01$69,862
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-01-01$69,862
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-01-01$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-01-01$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-01-01$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-01-01$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-01-01No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-01-01No
Value of net income/loss2020-01-01$3,705,047
Value of net income/loss2020-01-01$3,705,047
Value of net assets at end of year (total assets less liabilities)2020-01-01$49,888,478
Value of net assets at beginning of year (total assets less liabilities)2020-01-01$46,183,431
Value of net assets at beginning of year (total assets less liabilities)2020-01-01$46,183,431
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-01-01No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2020-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2020-01-01No
Were any leases to which the plan was party in default or uncollectible2020-01-01No
Were any leases to which the plan was party in default or uncollectible2020-01-01No
Investment advisory and management fees2020-01-01$171,965
Investment advisory and management fees2020-01-01$171,965
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-01-01$38,326,451
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-01-01$38,326,451
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-01-01$32,352,178
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-01-01$32,352,178
Value of interest in common/collective trusts at end of year2020-01-01$5,571,976
Value of interest in common/collective trusts at end of year2020-01-01$5,571,976
Value of interest in common/collective trusts at beginning of year2020-01-01$6,167,088
Value of interest in common/collective trusts at beginning of year2020-01-01$6,167,088
Asset value of US Government securities at end of year2020-01-01$5,645,168
Asset value of US Government securities at end of year2020-01-01$5,645,168
Asset value of US Government securities at beginning of year2020-01-01$5,094,303
Asset value of US Government securities at beginning of year2020-01-01$5,094,303
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-01-01$7,430,342
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-01-01$7,430,342
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-01-01Yes
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-01-01Yes
Was there a failure to transmit to the plan any participant contributions2020-01-01No
Was there a failure to transmit to the plan any participant contributions2020-01-01No
Has the plan failed to provide any benefit when due under the plan2020-01-01No
Has the plan failed to provide any benefit when due under the plan2020-01-01No
Contributions received in cash from employer2020-01-01$275,000
Contributions received in cash from employer2020-01-01$275,000
Employer contributions (assets) at end of year2020-01-01$275,000
Employer contributions (assets) at end of year2020-01-01$275,000
Employer contributions (assets) at beginning of year2020-01-01$2,500,000
Employer contributions (assets) at beginning of year2020-01-01$2,500,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-01-01$3,802,230
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-01-01$3,802,230
Did the plan have assets held for investment2020-01-01Yes
Did the plan have assets held for investment2020-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-01-01No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-01-01No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-01-01Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-01-01Yes
Opinion of an independent qualified public accountant for this plan2020-01-01Disclaimer
Opinion of an independent qualified public accountant for this plan2020-01-01Disclaimer
Accountancy firm name2020-01-01WHITTLESLEY, P.C.
Accountancy firm name2020-01-01WHITTLESLEY, P.C.
Accountancy firm EIN2020-01-01060903326
Accountancy firm EIN2020-01-01060903326
2018 : LIMRA INTERNATIONAL RETIREMENT INCOME PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-01-01$0
Total income from all sources (including contributions)2018-01-01$5,798,145
Total loss/gain on sale of assets2018-01-01$0
Total of all expenses incurred2018-01-01$3,989,172
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-01-01$3,729,611
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-01-01$354,130
Value of total assets at end of year2018-01-01$48,711,944
Value of total assets at beginning of year2018-01-01$46,902,971
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-01-01$259,561
Total interest from all sources2018-01-01$0
Total dividends received (eg from common stock, registered investment company shares)2018-01-01$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-01-01No
Administrative expenses professional fees incurred2018-01-01$66,850
Was this plan covered by a fidelity bond2018-01-01Yes
Value of fidelity bond cover2018-01-01$3,000,000
Were there any nonexempt tranactions with any party-in-interest2018-01-01No
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-01-01$90,067
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-01-01$60,786
Total non interest bearing cash at end of year2018-01-01$354,130
Total non interest bearing cash at beginning of year2018-01-01$375,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-01-01No
Value of net income/loss2018-01-01$1,808,973
Value of net assets at end of year (total assets less liabilities)2018-01-01$48,711,944
Value of net assets at beginning of year (total assets less liabilities)2018-01-01$46,902,971
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2018-01-01No
Were any leases to which the plan was party in default or uncollectible2018-01-01No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-01-01$34,790,084
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-01-01$34,959,654
Value of interest in common/collective trusts at end of year2018-01-01$7,843,649
Value of interest in common/collective trusts at beginning of year2018-01-01$7,305,642
Asset value of US Government securities at end of year2018-01-01$5,634,014
Asset value of US Government securities at beginning of year2018-01-01$4,201,889
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-01-01$5,444,015
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-01-01Yes
Was there a failure to transmit to the plan any participant contributions2018-01-01No
Has the plan failed to provide any benefit when due under the plan2018-01-01No
Contributions received in cash from employer2018-01-01$354,130
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-01-01$3,729,611
Contract administrator fees2018-01-01$192,711
Did the plan have assets held for investment2018-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-01-01No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-01-01Yes
Opinion of an independent qualified public accountant for this plan2018-01-01Disclaimer
Accountancy firm name2018-01-01WHITTLESEY, P.C.
Accountancy firm EIN2018-01-01060903326
2017 : LIMRA INTERNATIONAL RETIREMENT INCOME PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-01-01$0
Total income from all sources (including contributions)2017-01-01$6,334,492
Total loss/gain on sale of assets2017-01-01$0
Total of all expenses incurred2017-01-01$5,280,445
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-01-01$5,046,660
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-01-01$2,820,870
Value of total assets at end of year2017-01-01$46,902,971
Value of total assets at beginning of year2017-01-01$45,848,924
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-01-01$233,785
Total interest from all sources2017-01-01$0
Total dividends received (eg from common stock, registered investment company shares)2017-01-01$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-01-01No
Administrative expenses professional fees incurred2017-01-01$43,300
Was this plan covered by a fidelity bond2017-01-01Yes
Value of fidelity bond cover2017-01-01$3,000,000
Were there any nonexempt tranactions with any party-in-interest2017-01-01No
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-01-01$60,786
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-01-01$126,623
Total non interest bearing cash at end of year2017-01-01$375,000
Total non interest bearing cash at beginning of year2017-01-01$375,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-01-01No
Value of net income/loss2017-01-01$1,054,047
Value of net assets at end of year (total assets less liabilities)2017-01-01$46,902,971
Value of net assets at beginning of year (total assets less liabilities)2017-01-01$45,848,924
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2017-01-01No
Were any leases to which the plan was party in default or uncollectible2017-01-01No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-01-01$34,959,654
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-01-01$33,762,488
Value of interest in pooled separate accounts at end of year2017-01-01$0
Value of interest in pooled separate accounts at beginning of year2017-01-01$655
Value of interest in common/collective trusts at end of year2017-01-01$7,305,642
Value of interest in common/collective trusts at beginning of year2017-01-01$7,049,014
Expenses. Payments to insurance carriers foe the provision of benefits2017-01-01$1,320,870
Asset value of US Government securities at end of year2017-01-01$4,201,889
Asset value of US Government securities at beginning of year2017-01-01$4,535,144
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-01-01$3,464,883
Net investment gain or loss from common/collective trusts2017-01-01$48,739
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-01-01Yes
Was there a failure to transmit to the plan any participant contributions2017-01-01No
Has the plan failed to provide any benefit when due under the plan2017-01-01No
Contributions received in cash from employer2017-01-01$2,820,870
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-01-01$3,725,790
Contract administrator fees2017-01-01$190,485
Did the plan have assets held for investment2017-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-01-01No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-01-01Yes
Opinion of an independent qualified public accountant for this plan2017-01-01Disclaimer
Accountancy firm name2017-01-01WHITTLESEY & HADLEY, P.C.
Accountancy firm EIN2017-01-01060903326
2016 : LIMRA INTERNATIONAL RETIREMENT INCOME PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-01-01$-989,464
Total unrealized appreciation/depreciation of assets2016-01-01$-989,464
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-01-01$0
Total income from all sources (including contributions)2016-01-01$1,045,000
Total loss/gain on sale of assets2016-01-01$0
Total of all expenses incurred2016-01-01$3,922,206
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-01-01$3,713,912
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-01-01$1,500,000
Value of total assets at end of year2016-01-01$45,848,924
Value of total assets at beginning of year2016-01-01$48,726,130
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-01-01$208,294
Total interest from all sources2016-01-01$0
Total dividends received (eg from common stock, registered investment company shares)2016-01-01$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-01-01No
Was this plan covered by a fidelity bond2016-01-01Yes
Value of fidelity bond cover2016-01-01$3,000,000
Were there any nonexempt tranactions with any party-in-interest2016-01-01No
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-01-01$126,623
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-01-01$85,759
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-01-01No
Value of net income/loss2016-01-01$-2,877,206
Value of net assets at end of year (total assets less liabilities)2016-01-01$45,848,924
Value of net assets at beginning of year (total assets less liabilities)2016-01-01$48,726,130
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2016-01-01No
Were any leases to which the plan was party in default or uncollectible2016-01-01No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-01-01$33,762,488
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-01-01$40,836,340
Value of interest in pooled separate accounts at end of year2016-01-01$655
Value of interest in pooled separate accounts at beginning of year2016-01-01$96
Value of interest in common/collective trusts at end of year2016-01-01$7,049,014
Value of interest in common/collective trusts at beginning of year2016-01-01$6,806,535
Asset value of US Government securities at end of year2016-01-01$4,535,144
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-01-01$290,372
Net investment gain/loss from pooled separate accounts2016-01-01$560
Net investment gain or loss from common/collective trusts2016-01-01$243,532
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-01-01Yes
Was there a failure to transmit to the plan any participant contributions2016-01-01No
Has the plan failed to provide any benefit when due under the plan2016-01-01No
Contributions received in cash from employer2016-01-01$1,500,000
Employer contributions (assets) at end of year2016-01-01$375,000
Employer contributions (assets) at beginning of year2016-01-01$997,400
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-01-01$3,713,912
Contract administrator fees2016-01-01$208,294
Did the plan have assets held for investment2016-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-01-01No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-01-01Yes
Opinion of an independent qualified public accountant for this plan2016-01-01Disclaimer
Accountancy firm name2016-01-01WHITTLESEY & HADLEY, P.C.
Accountancy firm EIN2016-01-01060903326
2015 : LIMRA INTERNATIONAL RETIREMENT INCOME PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-01-01$0
Total income from all sources (including contributions)2015-01-01$5,796,969
Total loss/gain on sale of assets2015-01-01$0
Total of all expenses incurred2015-01-01$4,777,669
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-01-01$4,546,495
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-01-01$2,418,100
Value of total assets at end of year2015-01-01$48,726,130
Value of total assets at beginning of year2015-01-01$47,706,830
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-01-01$231,174
Total interest from all sources2015-01-01$0
Total dividends received (eg from common stock, registered investment company shares)2015-01-01$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-01-01No
Was this plan covered by a fidelity bond2015-01-01Yes
Value of fidelity bond cover2015-01-01$3,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-01-01$0
Were there any nonexempt tranactions with any party-in-interest2015-01-01No
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-01-01$85,759
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-01-01$83,115
Other income not declared elsewhere2015-01-01$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-01-01No
Value of net income/loss2015-01-01$1,019,300
Value of net assets at end of year (total assets less liabilities)2015-01-01$48,726,130
Value of net assets at beginning of year (total assets less liabilities)2015-01-01$47,706,830
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2015-01-01No
Were any leases to which the plan was party in default or uncollectible2015-01-01No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-01-01$40,836,340
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-01-01$40,082,086
Value of interest in pooled separate accounts at end of year2015-01-01$96
Value of interest in pooled separate accounts at beginning of year2015-01-01$101
Value of interest in common/collective trusts at end of year2015-01-01$6,806,535
Value of interest in common/collective trusts at beginning of year2015-01-01$6,411,515
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-01-01$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-01-01$13
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-01-01$13
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-01-01$2,983,854
Net investment gain/loss from pooled separate accounts2015-01-01$-5
Net investment gain or loss from common/collective trusts2015-01-01$395,020
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-01-01No
Was there a failure to transmit to the plan any participant contributions2015-01-01No
Has the plan failed to provide any benefit when due under the plan2015-01-01No
Contributions received in cash from employer2015-01-01$2,418,100
Employer contributions (assets) at end of year2015-01-01$997,400
Employer contributions (assets) at beginning of year2015-01-01$1,130,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-01-01$4,546,495
Contract administrator fees2015-01-01$231,174
Did the plan have assets held for investment2015-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-01-01No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-01-01Yes
Opinion of an independent qualified public accountant for this plan2015-01-01Disclaimer
Accountancy firm name2015-01-01COHN REZNICK LLP
Accountancy firm EIN2015-01-01221478099
2014 : LIMRA INTERNATIONAL RETIREMENT INCOME PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-01-01$0
Total income from all sources (including contributions)2014-01-01$8,422,425
Total loss/gain on sale of assets2014-01-01$0
Total of all expenses incurred2014-01-01$3,870,475
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-01-01$3,641,186
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-01-01$3,080,000
Value of total assets at end of year2014-01-01$47,706,830
Value of total assets at beginning of year2014-01-01$43,154,880
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-01-01$229,289
Total interest from all sources2014-01-01$0
Total dividends received (eg from common stock, registered investment company shares)2014-01-01$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-01-01No
Was this plan covered by a fidelity bond2014-01-01Yes
Value of fidelity bond cover2014-01-01$5,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-01-01$0
Were there any nonexempt tranactions with any party-in-interest2014-01-01No
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-01-01$83,115
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-01-01$81,772
Other income not declared elsewhere2014-01-01$5,225
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-01-01No
Value of net income/loss2014-01-01$4,551,950
Value of net assets at end of year (total assets less liabilities)2014-01-01$47,706,830
Value of net assets at beginning of year (total assets less liabilities)2014-01-01$43,154,880
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2014-01-01No
Were any leases to which the plan was party in default or uncollectible2014-01-01No
Investment advisory and management fees2014-01-01$229,289
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-01-01$40,082,086
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-01-01$35,023,068
Value of interest in pooled separate accounts at end of year2014-01-01$101
Value of interest in pooled separate accounts at beginning of year2014-01-01$2,637
Value of interest in common/collective trusts at end of year2014-01-01$6,411,515
Value of interest in common/collective trusts at beginning of year2014-01-01$5,851,439
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-01-01$13
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-01-01$11,164
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-01-01$11,164
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-01-01$4,774,404
Net investment gain/loss from pooled separate accounts2014-01-01$2,720
Net investment gain or loss from common/collective trusts2014-01-01$560,076
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-01-01Yes
Was there a failure to transmit to the plan any participant contributions2014-01-01No
Has the plan failed to provide any benefit when due under the plan2014-01-01No
Contributions received in cash from employer2014-01-01$3,080,000
Employer contributions (assets) at end of year2014-01-01$1,130,000
Employer contributions (assets) at beginning of year2014-01-01$2,184,800
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-01-01$3,641,186
Did the plan have assets held for investment2014-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-01-01No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-01-01Yes
Opinion of an independent qualified public accountant for this plan2014-01-01Disclaimer
Accountancy firm name2014-01-01COHN REZNICK LLP
Accountancy firm EIN2014-01-01221478099
2013 : LIMRA INTERNATIONAL RETIREMENT INCOME PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-01-01$8,717,400
Total of all expenses incurred2013-01-01$3,809,773
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-01-01$3,611,507
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-01-01$4,116,600
Value of total assets at end of year2013-01-01$43,154,880
Value of total assets at beginning of year2013-01-01$38,247,253
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-01-01$198,266
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-01-01No
Administrative expenses professional fees incurred2013-01-01$37,200
Was this plan covered by a fidelity bond2013-01-01Yes
Value of fidelity bond cover2013-01-01$5,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-01-01$0
Were there any nonexempt tranactions with any party-in-interest2013-01-01No
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-01-01$81,772
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-01-01$105,537
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-01-01No
Value of net income/loss2013-01-01$4,907,627
Value of net assets at end of year (total assets less liabilities)2013-01-01$43,154,880
Value of net assets at beginning of year (total assets less liabilities)2013-01-01$38,247,253
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2013-01-01No
Were any leases to which the plan was party in default or uncollectible2013-01-01No
Investment advisory and management fees2013-01-01$161,066
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-01-01$35,023,068
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-01-01$31,725,658
Value of interest in pooled separate accounts at end of year2013-01-01$2,637
Value of interest in pooled separate accounts at beginning of year2013-01-01$2,504
Value of interest in common/collective trusts at end of year2013-01-01$5,851,439
Value of interest in common/collective trusts at beginning of year2013-01-01$4,997,554
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-01-01$11,164
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-01-01$4,246,782
Net investment gain/loss from pooled separate accounts2013-01-01$133
Net investment gain or loss from common/collective trusts2013-01-01$353,885
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-01-01Yes
Was there a failure to transmit to the plan any participant contributions2013-01-01No
Has the plan failed to provide any benefit when due under the plan2013-01-01No
Contributions received in cash from employer2013-01-01$4,116,600
Employer contributions (assets) at end of year2013-01-01$2,184,800
Employer contributions (assets) at beginning of year2013-01-01$1,416,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-01-01$3,611,507
Did the plan have assets held for investment2013-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-01-01No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-01-01Yes
Opinion of an independent qualified public accountant for this plan2013-01-01Disclaimer
Accountancy firm name2013-01-01COHN REZNICK LLP
Accountancy firm EIN2013-01-01221478099
2012 : LIMRA INTERNATIONAL RETIREMENT INCOME PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-01-01$3,774,238
Total of all expenses incurred2012-01-01$3,584,393
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-01-01$3,429,514
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-01-01$3,346,000
Value of total assets at end of year2012-01-01$38,247,253
Value of total assets at beginning of year2012-01-01$38,057,408
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-01-01$154,879
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-01-01No
Administrative expenses professional fees incurred2012-01-01$32,200
Was this plan covered by a fidelity bond2012-01-01Yes
Value of fidelity bond cover2012-01-01$5,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-01-01$0
Were there any nonexempt tranactions with any party-in-interest2012-01-01No
Income. Received or receivable in cash from other sources (including rollovers)2012-01-01$82,000
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-01-01$105,537
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-01-01$60,304
Total non interest bearing cash at beginning of year2012-01-01$2,100,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-01-01No
Value of net income/loss2012-01-01$189,845
Value of net assets at end of year (total assets less liabilities)2012-01-01$38,247,253
Value of net assets at beginning of year (total assets less liabilities)2012-01-01$38,057,408
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2012-01-01No
Were any leases to which the plan was party in default or uncollectible2012-01-01No
Investment advisory and management fees2012-01-01$122,679
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-01-01$31,725,658
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-01-01$30,001,733
Value of interest in pooled separate accounts at end of year2012-01-01$2,504
Value of interest in pooled separate accounts at beginning of year2012-01-01$2,014,394
Value of interest in common/collective trusts at end of year2012-01-01$4,997,554
Value of interest in common/collective trusts at beginning of year2012-01-01$3,025,890
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-01-01$87
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-01-01$87
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-01-01$423,230
Net investment gain/loss from pooled separate accounts2012-01-01$133,344
Net investment gain or loss from common/collective trusts2012-01-01$-128,336
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-01-01Yes
Was there a failure to transmit to the plan any participant contributions2012-01-01No
Has the plan failed to provide any benefit when due under the plan2012-01-01No
Contributions received in cash from employer2012-01-01$3,264,000
Employer contributions (assets) at end of year2012-01-01$1,416,000
Employer contributions (assets) at beginning of year2012-01-01$855,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-01-01$3,429,514
Did the plan have assets held for investment2012-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-01-01No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-01-01Yes
Opinion of an independent qualified public accountant for this plan2012-01-01Disclaimer
Accountancy firm name2012-01-01COHNREZNICK LLP
Accountancy firm EIN2012-01-01221478099
2011 : LIMRA INTERNATIONAL RETIREMENT INCOME PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-01-01$4,940,699
Total of all expenses incurred2011-01-01$5,646,882
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-01-01$5,522,617
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-01-01$855,000
Value of total assets at end of year2011-01-01$38,057,408
Value of total assets at beginning of year2011-01-01$38,671,762
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-01-01$124,265
Total interest from all sources2011-01-01$425,080
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-01-01No
Was this plan covered by a fidelity bond2011-01-01Yes
Value of fidelity bond cover2011-01-01$5,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-01-01$0
Were there any nonexempt tranactions with any party-in-interest2011-01-01No
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-01-01$60,304
Total non interest bearing cash at end of year2011-01-01$2,100,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-01-01No
Value of net income/loss2011-01-01$-706,183
Value of net assets at end of year (total assets less liabilities)2011-01-01$38,057,408
Value of net assets at beginning of year (total assets less liabilities)2011-01-01$38,671,762
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2011-01-01No
Were any leases to which the plan was party in default or uncollectible2011-01-01No
Investment advisory and management fees2011-01-01$25,183
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-01-01$30,001,733
Value of interest in pooled separate accounts at end of year2011-01-01$2,014,394
Value of interest in pooled separate accounts at beginning of year2011-01-01$32,870,438
Interest earned on other investments2011-01-01$425,080
Value of interest in common/collective trusts at end of year2011-01-01$3,025,890
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-01-01$87
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-01-01$5,801,324
Expenses. Payments to insurance carriers foe the provision of benefits2011-01-01$1,702,508
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-01-01$-88,233
Net investment gain/loss from pooled separate accounts2011-01-01$3,722,967
Net investment gain or loss from common/collective trusts2011-01-01$25,885
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-01-01Yes
Was there a failure to transmit to the plan any participant contributions2011-01-01No
Has the plan failed to provide any benefit when due under the plan2011-01-01No
Contributions received in cash from employer2011-01-01$855,000
Employer contributions (assets) at end of year2011-01-01$855,000
Employer contributions (assets) at beginning of year2011-01-01$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-01-01$3,820,109
Contract administrator fees2011-01-01$99,082
Did the plan have assets held for investment2011-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-01-01No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-01-01Yes
Opinion of an independent qualified public accountant for this plan2011-01-01Disclaimer
Accountancy firm name2011-01-01J.H. COHN LLP
Accountancy firm EIN2011-01-01221478099
2010 : LIMRA INTERNATIONAL RETIREMENT INCOME PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-01-01$0

Form 5500 Responses for LIMRA INTERNATIONAL RETIREMENT INCOME PLAN

2022: LIMRA INTERNATIONAL RETIREMENT INCOME PLAN 2022 form 5500 responses
2022-01-02Type of plan entitySingle employer plan
2022-01-02Submission has been amendedNo
2022-01-02This submission is the final filingNo
2022-01-02This return/report is a short plan year return/report (less than 12 months)No
2022-01-02Plan is a collectively bargained planNo
2022-01-02Plan funding arrangement – InsuranceYes
2022-01-02Plan funding arrangement – TrustYes
2022-01-02Plan benefit arrangement – InsuranceYes
2022-01-02Plan benefit arrangement - TrustYes
2021: LIMRA INTERNATIONAL RETIREMENT INCOME PLAN 2021 form 5500 responses
2021-01-02Type of plan entitySingle employer plan
2021-01-02Submission has been amendedNo
2021-01-02This submission is the final filingNo
2021-01-02This return/report is a short plan year return/report (less than 12 months)No
2021-01-02Plan is a collectively bargained planNo
2021-01-02Plan funding arrangement – InsuranceYes
2021-01-02Plan funding arrangement – TrustYes
2021-01-02Plan benefit arrangement – InsuranceYes
2021-01-02Plan benefit arrangement - TrustYes
2020: LIMRA INTERNATIONAL RETIREMENT INCOME PLAN 2020 form 5500 responses
2020-01-02Type of plan entitySingle employer plan
2020-01-02Submission has been amendedNo
2020-01-02This submission is the final filingNo
2020-01-02This return/report is a short plan year return/report (less than 12 months)No
2020-01-02Plan is a collectively bargained planNo
2020-01-02Plan funding arrangement – InsuranceYes
2020-01-02Plan funding arrangement – TrustYes
2020-01-02Plan benefit arrangement – InsuranceYes
2020-01-02Plan benefit arrangement - TrustYes
2019: LIMRA INTERNATIONAL RETIREMENT INCOME PLAN 2019 form 5500 responses
2019-01-02Type of plan entitySingle employer plan
2019-01-02Submission has been amendedNo
2019-01-02This submission is the final filingNo
2019-01-02This return/report is a short plan year return/report (less than 12 months)No
2019-01-02Plan is a collectively bargained planNo
2019-01-02Plan funding arrangement – InsuranceYes
2019-01-02Plan funding arrangement – TrustYes
2019-01-02Plan benefit arrangement – InsuranceYes
2019-01-02Plan benefit arrangement - TrustYes
2018: LIMRA INTERNATIONAL RETIREMENT INCOME PLAN 2018 form 5500 responses
2018-01-02Type of plan entitySingle employer plan
2018-01-02Submission has been amendedNo
2018-01-02This submission is the final filingNo
2018-01-02This return/report is a short plan year return/report (less than 12 months)No
2018-01-02Plan is a collectively bargained planNo
2018-01-02Plan funding arrangement – InsuranceYes
2018-01-02Plan funding arrangement – TrustYes
2018-01-02Plan benefit arrangement – InsuranceYes
2018-01-02Plan benefit arrangement - TrustYes
2017: LIMRA INTERNATIONAL RETIREMENT INCOME PLAN 2017 form 5500 responses
2017-01-02Type of plan entitySingle employer plan
2017-01-02Submission has been amendedNo
2017-01-02This submission is the final filingNo
2017-01-02This return/report is a short plan year return/report (less than 12 months)No
2017-01-02Plan is a collectively bargained planNo
2017-01-02Plan funding arrangement – InsuranceYes
2017-01-02Plan funding arrangement – TrustYes
2017-01-02Plan benefit arrangement – InsuranceYes
2017-01-02Plan benefit arrangement - TrustYes
2016: LIMRA INTERNATIONAL RETIREMENT INCOME PLAN 2016 form 5500 responses
2016-01-02Type of plan entitySingle employer plan
2016-01-02Submission has been amendedNo
2016-01-02This submission is the final filingNo
2016-01-02This return/report is a short plan year return/report (less than 12 months)No
2016-01-02Plan is a collectively bargained planNo
2016-01-02Plan funding arrangement – InsuranceYes
2016-01-02Plan funding arrangement – TrustYes
2016-01-02Plan benefit arrangement – InsuranceYes
2016-01-02Plan benefit arrangement - TrustYes
2015: LIMRA INTERNATIONAL RETIREMENT INCOME PLAN 2015 form 5500 responses
2015-01-02Type of plan entitySingle employer plan
2015-01-02Submission has been amendedNo
2015-01-02This submission is the final filingNo
2015-01-02This return/report is a short plan year return/report (less than 12 months)No
2015-01-02Plan is a collectively bargained planNo
2015-01-02Plan funding arrangement – InsuranceYes
2015-01-02Plan funding arrangement – TrustYes
2015-01-02Plan benefit arrangement – InsuranceYes
2015-01-02Plan benefit arrangement - TrustYes
2014: LIMRA INTERNATIONAL RETIREMENT INCOME PLAN 2014 form 5500 responses
2014-01-02Type of plan entitySingle employer plan
2014-01-02Submission has been amendedNo
2014-01-02This submission is the final filingNo
2014-01-02This return/report is a short plan year return/report (less than 12 months)No
2014-01-02Plan is a collectively bargained planNo
2014-01-02Plan funding arrangement – InsuranceYes
2014-01-02Plan funding arrangement – TrustYes
2014-01-02Plan benefit arrangement – InsuranceYes
2014-01-02Plan benefit arrangement - TrustYes
2013: LIMRA INTERNATIONAL RETIREMENT INCOME PLAN 2013 form 5500 responses
2013-01-02Type of plan entitySingle employer plan
2013-01-02Submission has been amendedNo
2013-01-02This submission is the final filingNo
2013-01-02This return/report is a short plan year return/report (less than 12 months)No
2013-01-02Plan is a collectively bargained planNo
2013-01-02Plan funding arrangement – InsuranceYes
2013-01-02Plan funding arrangement – TrustYes
2013-01-02Plan benefit arrangement – InsuranceYes
2013-01-02Plan benefit arrangement - TrustYes
2012: LIMRA INTERNATIONAL RETIREMENT INCOME PLAN 2012 form 5500 responses
2012-01-02Type of plan entitySingle employer plan
2012-01-02Submission has been amendedYes
2012-01-02This submission is the final filingNo
2012-01-02This return/report is a short plan year return/report (less than 12 months)No
2012-01-02Plan is a collectively bargained planNo
2012-01-02Plan funding arrangement – InsuranceYes
2012-01-02Plan funding arrangement – TrustYes
2012-01-02Plan benefit arrangement – InsuranceYes
2012-01-02Plan benefit arrangement - TrustYes
2011: LIMRA INTERNATIONAL RETIREMENT INCOME PLAN 2011 form 5500 responses
2011-01-02Type of plan entitySingle employer plan
2011-01-02Submission has been amendedNo
2011-01-02This submission is the final filingNo
2011-01-02This return/report is a short plan year return/report (less than 12 months)No
2011-01-02Plan is a collectively bargained planNo
2011-01-02Plan funding arrangement – InsuranceYes
2011-01-02Plan funding arrangement – TrustYes
2011-01-02Plan benefit arrangement – InsuranceYes
2011-01-02Plan benefit arrangement - TrustYes
2010: LIMRA INTERNATIONAL RETIREMENT INCOME PLAN 2010 form 5500 responses
2010-01-02Type of plan entitySingle employer plan
2010-01-02Submission has been amendedNo
2010-01-02This submission is the final filingNo
2010-01-02This return/report is a short plan year return/report (less than 12 months)No
2010-01-02Plan is a collectively bargained planNo
2010-01-02Plan funding arrangement – InsuranceYes
2010-01-02Plan funding arrangement – TrustYes
2010-01-02Plan benefit arrangement – InsuranceYes
2010-01-02Plan benefit arrangement - TrustYes
2009: LIMRA INTERNATIONAL RETIREMENT INCOME PLAN 2009 form 5500 responses
2009-01-02Type of plan entitySingle employer plan
2009-01-02Submission has been amendedNo
2009-01-02This submission is the final filingNo
2009-01-02This return/report is a short plan year return/report (less than 12 months)No
2009-01-02Plan is a collectively bargained planNo
2009-01-02Plan funding arrangement – InsuranceYes
2009-01-02Plan funding arrangement – TrustYes
2009-01-02Plan benefit arrangement – InsuranceYes
2009-01-02Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number017251
Policy instance 1
Insurance contract or identification number017251
Number of Individuals Covered0
Insurance policy start date2015-01-02
Insurance policy end date2016-01-01
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number017251
Policy instance 1
Insurance contract or identification number017251
Number of Individuals Covered0
Insurance policy start date2014-01-02
Insurance policy end date2015-01-01
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number017251
Policy instance 1
Insurance contract or identification number017251
Number of Individuals Covered0
Insurance policy start date2013-01-02
Insurance policy end date2014-01-01
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number017251
Policy instance 1
Insurance contract or identification number017251
Number of Individuals Covered0
Insurance policy start date2012-01-02
Insurance policy end date2013-01-01
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number017251
Policy instance 1
Insurance contract or identification number017251
Number of Individuals Covered0
Insurance policy start date2011-01-02
Insurance policy end date2012-01-01
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number017251
Policy instance 1
Insurance contract or identification number017251
Number of Individuals Covered0
Insurance policy start date2010-01-02
Insurance policy end date2011-01-01
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number030185
Policy instance 2
Insurance contract or identification number030185
Number of Individuals Covered0
Insurance policy start date2010-01-02
Insurance policy end date2011-01-01
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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