CATHOLIC ORDER OF FORESTERS has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan CATHOLIC ORDER OF FORESTERS RETIREMENT & PENSION PLAN FOR EMPLOYEES
401k plan membership statisitcs for CATHOLIC ORDER OF FORESTERS RETIREMENT & PENSION PLAN FOR EMPLOYEES
| Measure | Date | Value |
|---|
| 2015: CATHOLIC ORDER OF FORESTERS RETIREMENT & PENSION PLAN FOR EMPLOYEES 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 70 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 34 |
| Number of retired or separated participants receiving benefits | 2015-01-01 | 18 |
| Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 17 |
| Total of all active and inactive participants | 2015-01-01 | 69 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 1 |
| Total participants | 2015-01-01 | 70 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
| 2014: CATHOLIC ORDER OF FORESTERS RETIREMENT & PENSION PLAN FOR EMPLOYEES 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 72 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 34 |
| Number of retired or separated participants receiving benefits | 2014-01-01 | 18 |
| Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 17 |
| Total of all active and inactive participants | 2014-01-01 | 69 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 1 |
| Total participants | 2014-01-01 | 70 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
| 2013: CATHOLIC ORDER OF FORESTERS RETIREMENT & PENSION PLAN FOR EMPLOYEES 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 72 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 40 |
| Number of retired or separated participants receiving benefits | 2013-01-01 | 15 |
| Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 16 |
| Total of all active and inactive participants | 2013-01-01 | 71 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 1 |
| Total participants | 2013-01-01 | 72 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
| 2012: CATHOLIC ORDER OF FORESTERS RETIREMENT & PENSION PLAN FOR EMPLOYEES 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 72 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 42 |
| Number of retired or separated participants receiving benefits | 2012-01-01 | 11 |
| Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 18 |
| Total of all active and inactive participants | 2012-01-01 | 71 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 1 |
| Total participants | 2012-01-01 | 72 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
| 2011: CATHOLIC ORDER OF FORESTERS RETIREMENT & PENSION PLAN FOR EMPLOYEES 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 74 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 46 |
| Number of retired or separated participants receiving benefits | 2011-01-01 | 11 |
| Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 14 |
| Total of all active and inactive participants | 2011-01-01 | 71 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 1 |
| Total participants | 2011-01-01 | 72 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
| 2009: CATHOLIC ORDER OF FORESTERS RETIREMENT & PENSION PLAN FOR EMPLOYEES 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 80 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 48 |
| Number of retired or separated participants receiving benefits | 2009-01-01 | 12 |
| Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 15 |
| Total of all active and inactive participants | 2009-01-01 | 75 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 2 |
| Total participants | 2009-01-01 | 77 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2015 : CATHOLIC ORDER OF FORESTERS RETIREMENT & PENSION PLAN FOR EMPLOYEES 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $-2,279 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $432,961 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $359,111 |
| Total plan assets at end of year | 2015-12-31 | $14,694,489 |
| Total plan assets at beginning of year | 2015-12-31 | $15,129,729 |
| Value of fidelity bond covering the plan | 2015-12-31 | $500,000 |
| Other income received | 2015-12-31 | $-2,279 |
| Net income (gross income less expenses) | 2015-12-31 | $-435,240 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $14,694,489 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $15,129,729 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $73,850 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
| 2014 : CATHOLIC ORDER OF FORESTERS RETIREMENT & PENSION PLAN FOR EMPLOYEES 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $759,929 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $449,888 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $418,395 |
| Total plan assets at end of year | 2014-12-31 | $15,129,729 |
| Total plan assets at beginning of year | 2014-12-31 | $14,819,688 |
| Value of fidelity bond covering the plan | 2014-12-31 | $500,000 |
| Expenses. Other expenses not covered elsewhere | 2014-12-31 | $31,493 |
| Other income received | 2014-12-31 | $759,929 |
| Net income (gross income less expenses) | 2014-12-31 | $310,041 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $15,129,729 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $14,819,688 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
| 2013 : CATHOLIC ORDER OF FORESTERS RETIREMENT & PENSION PLAN FOR EMPLOYEES 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $3,517,683 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $647,797 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $607,663 |
| Total plan assets at end of year | 2013-12-31 | $14,819,688 |
| Total plan assets at beginning of year | 2013-12-31 | $11,949,802 |
| Value of fidelity bond covering the plan | 2013-12-31 | $500,000 |
| Expenses. Other expenses not covered elsewhere | 2013-12-31 | $40,134 |
| Other income received | 2013-12-31 | $2,017,683 |
| Net income (gross income less expenses) | 2013-12-31 | $2,869,886 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $14,819,688 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $11,949,802 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $1,500,000 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
| 2012 : CATHOLIC ORDER OF FORESTERS RETIREMENT & PENSION PLAN FOR EMPLOYEES 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $2,186,438 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $212,715 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $155,598 |
| Total plan assets at end of year | 2012-12-31 | $11,949,802 |
| Total plan assets at beginning of year | 2012-12-31 | $9,976,079 |
| Value of fidelity bond covering the plan | 2012-12-31 | $500,000 |
| Expenses. Other expenses not covered elsewhere | 2012-12-31 | $57,117 |
| Other income received | 2012-12-31 | $1,186,438 |
| Net income (gross income less expenses) | 2012-12-31 | $1,973,723 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $11,949,802 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $9,976,079 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $1,000,000 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
| 2011 : CATHOLIC ORDER OF FORESTERS RETIREMENT & PENSION PLAN FOR EMPLOYEES 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $892,696 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $460,114 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $435,855 |
| Total plan assets at end of year | 2011-12-31 | $9,976,079 |
| Total plan assets at beginning of year | 2011-12-31 | $9,543,497 |
| Value of fidelity bond covering the plan | 2011-12-31 | $500,000 |
| Other income received | 2011-12-31 | $-107,304 |
| Net income (gross income less expenses) | 2011-12-31 | $432,582 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $9,976,079 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $9,543,497 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $1,000,000 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $24,259 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
| 2010 : CATHOLIC ORDER OF FORESTERS RETIREMENT & PENSION PLAN FOR EMPLOYEES 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $1,844,955 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $210,725 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $180,444 |
| Total plan assets at end of year | 2010-12-31 | $9,543,497 |
| Total plan assets at beginning of year | 2010-12-31 | $7,909,267 |
| Value of fidelity bond covering the plan | 2010-12-31 | $500,000 |
| Expenses. Other expenses not covered elsewhere | 2010-12-31 | $30,281 |
| Other income received | 2010-12-31 | $890,369 |
| Net income (gross income less expenses) | 2010-12-31 | $1,634,230 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $9,543,497 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $7,909,267 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $954,586 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
| 2009 : CATHOLIC ORDER OF FORESTERS RETIREMENT & PENSION PLAN FOR EMPLOYEES 2009 401k financial data |
|---|
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
| 2015: CATHOLIC ORDER OF FORESTERS RETIREMENT & PENSION PLAN FOR EMPLOYEES 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Submission has been amended | No |
| 2015-01-01 | This submission is the final filing | No |
| 2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-01-01 | Plan is a collectively bargained plan | No |
| 2015-01-01 | Plan funding arrangement – Insurance | Yes |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: CATHOLIC ORDER OF FORESTERS RETIREMENT & PENSION PLAN FOR EMPLOYEES 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Submission has been amended | No |
| 2014-01-01 | This submission is the final filing | No |
| 2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-01-01 | Plan is a collectively bargained plan | No |
| 2014-01-01 | Plan funding arrangement – Insurance | Yes |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: CATHOLIC ORDER OF FORESTERS RETIREMENT & PENSION PLAN FOR EMPLOYEES 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Submission has been amended | No |
| 2013-01-01 | This submission is the final filing | No |
| 2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-01-01 | Plan is a collectively bargained plan | No |
| 2013-01-01 | Plan funding arrangement – Insurance | Yes |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: CATHOLIC ORDER OF FORESTERS RETIREMENT & PENSION PLAN FOR EMPLOYEES 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Submission has been amended | No |
| 2012-01-01 | This submission is the final filing | No |
| 2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-01-01 | Plan is a collectively bargained plan | No |
| 2012-01-01 | Plan funding arrangement – Insurance | Yes |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: CATHOLIC ORDER OF FORESTERS RETIREMENT & PENSION PLAN FOR EMPLOYEES 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Submission has been amended | No |
| 2011-01-01 | This submission is the final filing | No |
| 2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-01-01 | Plan is a collectively bargained plan | No |
| 2011-01-01 | Plan funding arrangement – Insurance | Yes |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: CATHOLIC ORDER OF FORESTERS RETIREMENT & PENSION PLAN FOR EMPLOYEES 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | No |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan is a collectively bargained plan | No |
| 2009-01-01 | Plan funding arrangement – Insurance | Yes |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
| PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 ) |
| Policy contract number | IN-17221 |
| Policy instance | 1 |
| Insurance contract or identification number | IN-17221 | | Number of Individuals Covered | 70 | | Insurance policy start date | 2015-01-01 | | Insurance policy end date | 2015-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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 Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | 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 number | IN-17221 |
| Policy instance | 1 |
| Insurance contract or identification number | IN-17221 | | Number of Individuals Covered | 70 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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 Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | 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 number | IN-17221 |
| Policy instance | 1 |
| Insurance contract or identification number | IN-17221 | | Number of Individuals Covered | 72 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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 Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | 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 number | IN-17221 |
| Policy instance | 1 |
| Insurance contract or identification number | IN-17221 | | Number of Individuals Covered | 72 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Total amount of commissions paid to insurance broker | USD $1,707 | | Total amount of fees paid to insurance company | USD $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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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 Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Commission paid to Insurance Broker | USD $1,707 | | Insurance broker organization code? | 4 | | Insurance broker name | CLINT HEINE |
|
| PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 ) |
| Policy contract number | IN-17221 |
| Policy instance | 1 |
| Insurance contract or identification number | IN-17221 | | Number of Individuals Covered | 72 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | Total amount of commissions paid to insurance broker | USD $9,737 | | Total amount of fees paid to insurance company | USD $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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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 Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | 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 number | IN-17221 |
| Policy instance | 1 |
| Insurance contract or identification number | IN-17221 | | Number of Individuals Covered | 74 | | Insurance policy start date | 2010-01-01 | | Insurance policy end date | 2010-12-31 | | Total amount of commissions paid to insurance broker | USD $8,447 | | Total amount of fees paid to insurance company | USD $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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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 Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Commission paid to Insurance Broker | USD $8,447 | | Insurance broker organization code? | 4 | | Insurance broker name | CLINT HEINE |
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