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SCHOLER CORPORATION RETIREMENT INCOME PLAN 401k Plan overview

Plan NameSCHOLER CORPORATION RETIREMENT INCOME PLAN
Plan identification number 001

SCHOLER CORPORATION 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).
  • 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).
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

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

Company Name:SCHOLER CORPORATION
Employer identification number (EIN):351085180
NAIC Classification:541330
NAIC Description:Engineering Services

Form 5500 Filing Information

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

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01STEVEN GLOYESKE STEVEN GLOYESKE2019-06-13
0012017-01-01STEVEN GLOYESKE STEVEN GLOYESKE2018-10-01
0012016-01-01STEVEN GLOYESKE STEVEN GLOYESKE2017-10-10
0012015-01-01STEVEN GLOYESKE STEVEN GLOYESKE2016-10-12
0012014-01-01STEVEN GLOYESKE STEVEN GLOYESKE2015-10-14
0012013-01-01STEVEN GLOYESKE STEVEN GLOYESKE2014-10-13
0012012-01-01STEVEN GLOYESKE STEVEN GLOYESKE2013-09-26
0012011-01-01STEVEN GLOYESKE STEVEN GLOYESKE2012-10-11
0012010-01-01STEVEN GLOYESKE STEVEN GLOYESKE2011-09-12
0012009-01-01STEVEN GLOYESKE STEVEN GLOYESKE2010-09-15

Plan Statistics for SCHOLER CORPORATION RETIREMENT INCOME PLAN

401k plan membership statisitcs for SCHOLER CORPORATION RETIREMENT INCOME PLAN

Measure Date Value
2022: SCHOLER CORPORATION RETIREMENT INCOME PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0135
Total of all active and inactive participants2022-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: SCHOLER CORPORATION RETIREMENT INCOME PLAN 2021 401k membership
Market value of plan assets2021-12-312,086,463
Acturial value of plan assets2021-12-312,086,463
Funding target for retired participants and beneficiaries receiving payment2021-12-31425,867
Number of terminated vested participants2021-12-3111
Fundng target for terminated vested participants2021-12-31466,737
Active participant vested funding target2021-12-31792,794
Number of active participants2021-12-3111
Total funding liabilities for active participants2021-12-31821,892
Total participant count2021-12-3136
Total funding target for all participants2021-12-311,714,496
Balance at beginning of prior year after applicable adjustments2021-12-319,180
Prefunding balance at beginning of prior year after applicable adjustments2021-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-310
Prefunding balanced used to offset prior years funding requirement2021-12-310
Amount remaining of carryover balance2021-12-319,180
Amount remaining of prefunding balance2021-12-310
Present value of excess contributions2021-12-31285,037
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-31300,657
Balance of carryovers at beginning of current year2021-12-319,676
Balance of prefunding at beginning of current year2021-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-310
Contributions made to avoid restrictions adjusted to valuation date2021-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-310
Unpaid minimum required contributions for all prior years2021-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-31114,375
Net shortfall amortization installment of oustanding balance2021-12-310
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-310
Additional cash requirement2021-12-310
Contributions allocatedtoward minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
Total participants, beginning-of-year2021-01-0122
Total number of active participants reported on line 7a of the Form 55002021-01-0111
Number of retired or separated participants receiving benefits2021-01-0112
Number of other retired or separated participants entitled to future benefits2021-01-0110
Total of all active and inactive participants2021-01-0133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-012
Total participants2021-01-0135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: SCHOLER CORPORATION RETIREMENT INCOME PLAN 2020 401k membership
Market value of plan assets2020-12-311,929,837
Acturial value of plan assets2020-12-311,929,837
Funding target for retired participants and beneficiaries receiving payment2020-12-31256,891
Number of terminated vested participants2020-12-3111
Fundng target for terminated vested participants2020-12-31417,998
Active participant vested funding target2020-12-311,017,276
Number of active participants2020-12-3113
Total funding liabilities for active participants2020-12-311,078,241
Total participant count2020-12-3136
Total funding target for all participants2020-12-311,753,130
Balance at beginning of prior year after applicable adjustments2020-12-318,504
Prefunding balance at beginning of prior year after applicable adjustments2020-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-310
Prefunding balanced used to offset prior years funding requirement2020-12-310
Amount remaining of carryover balance2020-12-318,504
Amount remaining of prefunding balance2020-12-310
Present value of excess contributions2020-12-31152,388
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-31160,998
Balance of carryovers at beginning of current year2020-12-319,180
Balance of prefunding at beginning of current year2020-12-310
Total employer contributions2020-12-31300,000
Total employee contributions2020-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-310
Contributions made to avoid restrictions adjusted to valuation date2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-31285,037
Unpaid minimum required contributions for all prior years2020-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-31111,907
Net shortfall amortization installment of oustanding balance2020-12-310
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-310
Carryover balance elected to use to offset funding requirement2020-12-310
Prefunding balance elected to use to offset funding requirement2020-12-310
Additional cash requirement2020-12-310
Contributions allocatedtoward minimum required contributions for current year2020-12-31285,037
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
Total participants, beginning-of-year2020-01-0124
Total number of active participants reported on line 7a of the Form 55002020-01-0111
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0111
Total of all active and inactive participants2020-01-0122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: SCHOLER CORPORATION RETIREMENT INCOME PLAN 2019 401k membership
Market value of plan assets2019-12-311,710,245
Acturial value of plan assets2019-12-311,710,245
Funding target for retired participants and beneficiaries receiving payment2019-12-31262,202
Number of terminated vested participants2019-12-3110
Fundng target for terminated vested participants2019-12-31298,456
Active participant vested funding target2019-12-311,021,936
Number of active participants2019-12-3113
Total funding liabilities for active participants2019-12-311,068,673
Total participant count2019-12-3135
Total funding target for all participants2019-12-311,629,331
Balance at beginning of prior year after applicable adjustments2019-12-318,507
Prefunding balance at beginning of prior year after applicable adjustments2019-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-310
Prefunding balanced used to offset prior years funding requirement2019-12-310
Amount remaining of carryover balance2019-12-318,507
Amount remaining of prefunding balance2019-12-310
Present value of excess contributions2019-12-31189,111
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-31200,155
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-310
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-310
Balance of carryovers at beginning of current year2019-12-318,504
Balance of prefunding at beginning of current year2019-12-310
Total employer contributions2019-12-31200,000
Total employee contributions2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-31189,561
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-31109,583
Net shortfall amortization installment of oustanding balance2019-12-310
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-3137,173
Carryover balance elected to use to offset funding requirement2019-12-310
Prefunding balance elected to use to offset funding requirement2019-12-310
Additional cash requirement2019-12-3137,173
Contributions allocatedtoward minimum required contributions for current year2019-12-31189,561
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
Total participants, beginning-of-year2019-01-0123
Total number of active participants reported on line 7a of the Form 55002019-01-0113
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0111
Total of all active and inactive participants2019-01-0124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: SCHOLER CORPORATION RETIREMENT INCOME PLAN 2018 401k membership
Market value of plan assets2018-12-311,630,663
Acturial value of plan assets2018-12-311,630,663
Funding target for retired participants and beneficiaries receiving payment2018-12-31275,218
Number of terminated vested participants2018-12-319
Fundng target for terminated vested participants2018-12-31198,304
Active participant vested funding target2018-12-31982,004
Number of active participants2018-12-3114
Total funding liabilities for active participants2018-12-311,005,177
Total participant count2018-12-3135
Total funding target for all participants2018-12-311,478,699
Balance at beginning of prior year after applicable adjustments2018-12-318,266
Prefunding balance at beginning of prior year after applicable adjustments2018-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-310
Amount remaining of carryover balance2018-12-318,266
Amount remaining of prefunding balance2018-12-310
Present value of excess contributions2018-12-3194,365
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-31100,065
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-310
Reductions in caryover balances due to elections or deemed elections2018-12-310
Reductions in prefunding balances due to elections or deemed elections2018-12-310
Balance of carryovers at beginning of current year2018-12-318,507
Balance of prefunding at beginning of current year2018-12-310
Total employer contributions2018-12-31200,000
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-31189,111
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-31130,650
Net shortfall amortization installment of oustanding balance2018-12-310
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-310
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-310
Additional cash requirement2018-12-310
Contributions allocatedtoward minimum required contributions for current year2018-12-31189,111
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-0123
Total number of active participants reported on line 7a of the Form 55002018-01-0113
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0110
Total of all active and inactive participants2018-01-0123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: SCHOLER CORPORATION RETIREMENT INCOME PLAN 2017 401k membership
Market value of plan assets2017-12-311,763,541
Acturial value of plan assets2017-12-311,763,541
Funding target for retired participants and beneficiaries receiving payment2017-12-31453,207
Number of terminated vested participants2017-12-319
Fundng target for terminated vested participants2017-12-31178,880
Active participant vested funding target2017-12-31891,646
Number of active participants2017-12-3115
Total funding liabilities for active participants2017-12-31922,121
Total participant count2017-12-3138
Total funding target for all participants2017-12-311,554,208
Balance at beginning of prior year after applicable adjustments2017-12-3137,673
Prefunding balance at beginning of prior year after applicable adjustments2017-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-3129,548
Prefunding balanced used to offset prior years funding requirement2017-12-310
Amount remaining of carryover balance2017-12-318,125
Amount remaining of prefunding balance2017-12-310
Present value of excess contributions2017-12-31205,535
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-31217,049
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-310
Reductions in caryover balances due to elections or deemed elections2017-12-310
Reductions in prefunding balances due to elections or deemed elections2017-12-310
Balance of carryovers at beginning of current year2017-12-318,266
Balance of prefunding at beginning of current year2017-12-310
Total employer contributions2017-12-31100,000
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-3194,365
Liquidity shortfalls end of Q12017-12-310
Liquidity shortfalls end of Q22017-12-310
Liquidity shortfalls end of Q32017-12-310
Liquidity shortfalls end of Q42017-12-310
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-31134,411
Net shortfall amortization installment of oustanding balance2017-12-310
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-310
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-310
Additional cash requirement2017-12-310
Contributions allocatedtoward minimum required contributions for current year2017-12-3194,365
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-0124
Total number of active participants reported on line 7a of the Form 55002017-01-0114
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-019
Total of all active and inactive participants2017-01-0123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-011
2016: SCHOLER CORPORATION RETIREMENT INCOME PLAN 2016 401k membership
Market value of plan assets2016-12-311,219,566
Acturial value of plan assets2016-12-311,219,566
Funding target for retired participants and beneficiaries receiving payment2016-12-31306,110
Number of terminated vested participants2016-12-3111
Fundng target for terminated vested participants2016-12-31199,879
Active participant vested funding target2016-12-31900,565
Number of active participants2016-12-3117
Total funding liabilities for active participants2016-12-31971,377
Total participant count2016-12-3140
Total funding target for all participants2016-12-311,477,366
Balance at beginning of prior year after applicable adjustments2016-12-31229,599
Prefunding balance at beginning of prior year after applicable adjustments2016-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-3169,724
Prefunding balanced used to offset prior years funding requirement2016-12-310
Amount remaining of carryover balance2016-12-31159,875
Amount remaining of prefunding balance2016-12-310
Present value of excess contributions2016-12-31803
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-31813
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-310
Reductions in caryover balances due to elections or deemed elections2016-12-31124,121
Reductions in prefunding balances due to elections or deemed elections2016-12-310
Balance of carryovers at beginning of current year2016-12-3137,673
Balance of prefunding at beginning of current year2016-12-310
Total employer contributions2016-12-31690,609
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-31644,655
Liquidity shortfalls end of Q12016-12-310
Liquidity shortfalls end of Q22016-12-310
Liquidity shortfalls end of Q32016-12-310
Liquidity shortfalls end of Q42016-12-310
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-31138,788
Net shortfall amortization installment of oustanding balance2016-12-31295,473
Waiver amortization installment2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-31192,818
Carryover balance elected to use to offset funding requirement2016-12-3129,444
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-31163,374
Contributions allocatedtoward minimum required contributions for current year2016-12-31644,655
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-0128
Total number of active participants reported on line 7a of the Form 55002016-01-0115
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-019
Total of all active and inactive participants2016-01-0124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-012
2015: SCHOLER CORPORATION RETIREMENT INCOME PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0126
Total number of active participants reported on line 7a of the Form 55002015-01-0117
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0111
Total of all active and inactive participants2015-01-0128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: SCHOLER CORPORATION RETIREMENT INCOME PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0126
Total number of active participants reported on line 7a of the Form 55002014-01-010
Number of retired or separated participants receiving benefits2014-01-0111
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-0111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: SCHOLER CORPORATION RETIREMENT INCOME PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0125
Total number of active participants reported on line 7a of the Form 55002013-01-0115
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0111
Total of all active and inactive participants2013-01-0126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0126
2012: SCHOLER CORPORATION RETIREMENT INCOME PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0127
Total number of active participants reported on line 7a of the Form 55002012-01-0115
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0110
Total of all active and inactive participants2012-01-0125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: SCHOLER CORPORATION RETIREMENT INCOME PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0126
Total number of active participants reported on line 7a of the Form 55002011-01-0117
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0110
Total of all active and inactive participants2011-01-0127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: SCHOLER CORPORATION RETIREMENT INCOME PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0128
Total number of active participants reported on line 7a of the Form 55002010-01-0116
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0110
Total of all active and inactive participants2010-01-0126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-0126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: SCHOLER CORPORATION RETIREMENT INCOME PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0127
Total number of active participants reported on line 7a of the Form 55002009-01-0117
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0110
Total of all active and inactive participants2009-01-0127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-0128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on SCHOLER CORPORATION RETIREMENT INCOME PLAN

Measure Date Value
2022 : SCHOLER CORPORATION RETIREMENT INCOME PLAN 2022 401k financial data
Total income from all sources2022-10-31$925,509
Expenses. Total of all expenses incurred2022-10-31$2,779,561
Benefits paid (including direct rollovers)2022-10-31$2,652,711
Total plan assets at end of year2022-10-31$0
Total plan assets at beginning of year2022-10-31$1,854,052
Value of fidelity bond covering the plan2022-10-31$240,000
Other income received2022-10-31$-28,538
Net income (gross income less expenses)2022-10-31$-1,854,052
Net plan assets at end of year (total assets less liabilities)2022-10-31$0
Net plan assets at beginning of year (total assets less liabilities)2022-10-31$1,854,052
Total contributions received or receivable from employer(s)2022-10-31$954,047
Expenses. Administrative service providers (salaries,fees and commissions)2022-10-31$126,850
2021 : SCHOLER CORPORATION RETIREMENT INCOME PLAN 2021 401k financial data
Total income from all sources2021-12-31$54,451
Expenses. Total of all expenses incurred2021-12-31$167,760
Benefits paid (including direct rollovers)2021-12-31$60,773
Total plan assets at end of year2021-12-31$1,854,052
Total plan assets at beginning of year2021-12-31$1,967,361
Value of fidelity bond covering the plan2021-12-31$240,000
Other income received2021-12-31$54,451
Net income (gross income less expenses)2021-12-31$-113,309
Net plan assets at end of year (total assets less liabilities)2021-12-31$1,854,052
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$1,967,361
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$106,987
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
2020 : SCHOLER CORPORATION RETIREMENT INCOME PLAN 2020 401k financial data
Total income from all sources2020-12-31$351,221
Expenses. Total of all expenses incurred2020-12-31$249,021
Benefits paid (including direct rollovers)2020-12-31$156,440
Total plan assets at end of year2020-12-31$1,967,361
Total plan assets at beginning of year2020-12-31$1,865,161
Value of fidelity bond covering the plan2020-12-31$240,000
Other income received2020-12-31$51,221
Net income (gross income less expenses)2020-12-31$102,200
Net plan assets at end of year (total assets less liabilities)2020-12-31$1,967,361
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$1,865,161
Total contributions received or receivable from employer(s)2020-12-31$300,000
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$92,581
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
2019 : SCHOLER CORPORATION RETIREMENT INCOME PLAN 2019 401k financial data
Total income from all sources2019-12-31$245,938
Expenses. Total of all expenses incurred2019-12-31$119,568
Benefits paid (including direct rollovers)2019-12-31$26,128
Total plan assets at end of year2019-12-31$1,865,161
Total plan assets at beginning of year2019-12-31$1,738,791
Value of fidelity bond covering the plan2019-12-31$240,000
Other income received2019-12-31$45,938
Net income (gross income less expenses)2019-12-31$126,370
Net plan assets at end of year (total assets less liabilities)2019-12-31$1,865,161
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$1,738,791
Total contributions received or receivable from employer(s)2019-12-31$200,000
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$93,440
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018 : SCHOLER CORPORATION RETIREMENT INCOME PLAN 2018 401k financial data
Total income from all sources2018-12-31$246,398
Expenses. Total of all expenses incurred2018-12-31$119,711
Benefits paid (including direct rollovers)2018-12-31$26,820
Total plan assets at end of year2018-12-31$1,738,791
Total plan assets at beginning of year2018-12-31$1,612,104
Value of fidelity bond covering the plan2018-12-31$240,000
Other income received2018-12-31$46,398
Net income (gross income less expenses)2018-12-31$126,687
Net plan assets at end of year (total assets less liabilities)2018-12-31$1,738,791
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$1,612,104
Total contributions received or receivable from employer(s)2018-12-31$200,000
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$92,891
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : SCHOLER CORPORATION RETIREMENT INCOME PLAN 2017 401k financial data
Total income from all sources2017-12-31$628,587
Expenses. Total of all expenses incurred2017-12-31$281,570
Benefits paid (including direct rollovers)2017-12-31$173,670
Total plan assets at end of year2017-12-31$1,612,104
Total plan assets at beginning of year2017-12-31$1,265,087
Value of fidelity bond covering the plan2017-12-31$240,000
Expenses. Other expenses not covered elsewhere2017-12-31$107,900
Other income received2017-12-31$48,384
Net income (gross income less expenses)2017-12-31$347,017
Net plan assets at end of year (total assets less liabilities)2017-12-31$1,612,104
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$1,265,087
Total contributions received or receivable from employer(s)2017-12-31$580,203
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : SCHOLER CORPORATION RETIREMENT INCOME PLAN 2016 401k financial data
Total income from all sources2016-12-31$309,273
Expenses. Total of all expenses incurred2016-12-31$164,989
Benefits paid (including direct rollovers)2016-12-31$63,089
Total plan assets at end of year2016-12-31$1,265,087
Total plan assets at beginning of year2016-12-31$1,120,803
Value of fidelity bond covering the plan2016-12-31$240,000
Other income received2016-12-31$42,867
Net income (gross income less expenses)2016-12-31$144,284
Net plan assets at end of year (total assets less liabilities)2016-12-31$1,265,087
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$1,120,803
Total contributions received or receivable from employer(s)2016-12-31$266,406
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$101,900
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : SCHOLER CORPORATION RETIREMENT INCOME PLAN 2015 401k financial data
Total income from all sources2015-12-31$47,408
Expenses. Total of all expenses incurred2015-12-31$150,875
Benefits paid (including direct rollovers)2015-12-31$41,698
Total plan assets at end of year2015-12-31$1,120,803
Total plan assets at beginning of year2015-12-31$1,224,270
Value of fidelity bond covering the plan2015-12-31$240,000
Total contributions received or receivable from participants2015-12-31$0
Other income received2015-12-31$47,408
Net income (gross income less expenses)2015-12-31$-103,467
Net plan assets at end of year (total assets less liabilities)2015-12-31$1,120,803
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$1,224,270
Total contributions received or receivable from employer(s)2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$109,177
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : SCHOLER CORPORATION RETIREMENT INCOME PLAN 2014 401k financial data
Total income from all sources2014-12-31$50,028
Expenses. Total of all expenses incurred2014-12-31$151,364
Benefits paid (including direct rollovers)2014-12-31$54,442
Total plan assets at end of year2014-12-31$1,224,270
Total plan assets at beginning of year2014-12-31$1,325,606
Value of fidelity bond covering the plan2014-12-31$240,000
Other income received2014-12-31$50,028
Net income (gross income less expenses)2014-12-31$-101,336
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,224,270
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,325,606
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$96,922
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : SCHOLER CORPORATION RETIREMENT INCOME PLAN 2013 401k financial data
Total income from all sources2013-12-31$60,596
Expenses. Total of all expenses incurred2013-12-31$225,523
Benefits paid (including direct rollovers)2013-12-31$149,900
Total plan assets at end of year2013-12-31$1,325,606
Total plan assets at beginning of year2013-12-31$1,490,533
Value of fidelity bond covering the plan2013-12-31$240,000
Other income received2013-12-31$60,596
Net income (gross income less expenses)2013-12-31$-164,927
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,325,606
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,490,533
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$75,623
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : SCHOLER CORPORATION RETIREMENT INCOME PLAN 2012 401k financial data
Total income from all sources2012-12-31$72,329
Expenses. Total of all expenses incurred2012-12-31$126,402
Benefits paid (including direct rollovers)2012-12-31$51,037
Total plan assets at end of year2012-12-31$1,490,533
Total plan assets at beginning of year2012-12-31$1,544,606
Value of fidelity bond covering the plan2012-12-31$240,000
Other income received2012-12-31$72,329
Net income (gross income less expenses)2012-12-31$-54,073
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,490,533
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,544,606
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$75,365
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : SCHOLER CORPORATION RETIREMENT INCOME PLAN 2011 401k financial data
Total income from all sources2011-12-31$78,966
Expenses. Total of all expenses incurred2011-12-31$119,906
Benefits paid (including direct rollovers)2011-12-31$51,206
Total plan assets at end of year2011-12-31$1,544,606
Total plan assets at beginning of year2011-12-31$1,585,546
Value of fidelity bond covering the plan2011-12-31$240,000
Other income received2011-12-31$78,966
Net income (gross income less expenses)2011-12-31$-40,940
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,544,606
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,585,546
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$68,700
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : SCHOLER CORPORATION RETIREMENT INCOME PLAN 2010 401k financial data
Total income from all sources2010-12-31$79,943
Expenses. Total of all expenses incurred2010-12-31$242,483
Benefits paid (including direct rollovers)2010-12-31$175,209
Total plan assets at end of year2010-12-31$1,585,546
Total plan assets at beginning of year2010-12-31$1,748,086
Value of fidelity bond covering the plan2010-12-31$240,000
Expenses. Other expenses not covered elsewhere2010-12-31$67,274
Other income received2010-12-31$79,943
Net income (gross income less expenses)2010-12-31$-162,540
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,585,546
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,748,086
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : SCHOLER CORPORATION RETIREMENT INCOME PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for SCHOLER CORPORATION RETIREMENT INCOME PLAN

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

Insurance Providers Used on plan

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberGR-03428
Policy instance 1
Insurance contract or identification numberGR-03428
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberGR-03428
Policy instance 1
Insurance contract or identification numberGR-03428
Number of Individuals Covered35
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberGR-03428
Policy instance 1
Insurance contract or identification numberGR-03428
Number of Individuals Covered22
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberGR-03428
Policy instance 1
Insurance contract or identification numberGR-03428
Number of Individuals Covered24
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberGR-03428
Policy instance 1
Insurance contract or identification numberGR-03428
Number of Individuals Covered23
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberGR-03428
Policy instance 1
Insurance contract or identification numberGR-03428
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberGR-03428
Policy instance 1
Insurance contract or identification numberGR-03428
Number of Individuals Covered28
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberGR-03428
Policy instance 1
Insurance contract or identification numberGR-03428
Number of Individuals Covered26
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?Yes
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 numberGR-03428
Policy instance 1
Insurance contract or identification numberGR-03428
Number of Individuals Covered26
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?Yes
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 numberGR-03428
Policy instance 1
Insurance contract or identification numberGR-03428
Number of Individuals Covered25
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?Yes
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 numberGR-03428
Policy instance 1
Insurance contract or identification numberGR-03428
Number of Individuals Covered27
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?Yes
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 numberGR-03428
Policy instance 1
Insurance contract or identification numberGR-03428
Number of Individuals Covered26
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?Yes
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

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