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HEWITT ASSOCIATES RETIREMENT AND SAVINGS PLAN 401k Plan overview

Plan NameHEWITT ASSOCIATES RETIREMENT AND SAVINGS PLAN
Plan identification number 001

HEWITT ASSOCIATES RETIREMENT AND SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

ALIGHT SOLUTIONS LLC has sponsored the creation of one or more 401k plans.

Company Name:ALIGHT SOLUTIONS LLC
Employer identification number (EIN):362235791
NAIC Classification:541990
NAIC Description:All Other Professional, Scientific, and Technical Services

Additional information about ALIGHT SOLUTIONS LLC

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number: 3909140

More information about ALIGHT SOLUTIONS LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HEWITT ASSOCIATES RETIREMENT AND SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01JANICE D HAYES MOORE2023-08-02
0012021-01-01JANICE D HAYES MOORE2022-10-06
0012020-01-01JANICE D HAYES MOORE2021-10-14
0012019-01-01JANICE D HAYES MOORE2020-10-14
0012018-01-01ROBERT LYTER2019-10-15
0012017-05-01
0012011-01-01JOHN RESCHKE
0012010-01-01JOHN RESCHKE
0012009-01-01TRACY KEOGH

Plan Statistics for HEWITT ASSOCIATES RETIREMENT AND SAVINGS PLAN

401k plan membership statisitcs for HEWITT ASSOCIATES RETIREMENT AND SAVINGS PLAN

Measure Date Value
2022: HEWITT ASSOCIATES RETIREMENT AND SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0112,859
Total number of active participants reported on line 7a of the Form 55002022-01-0110,913
Number of retired or separated participants receiving benefits2022-01-014
Number of other retired or separated participants entitled to future benefits2022-01-012,899
Total of all active and inactive participants2022-01-0113,816
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0164
Total participants2022-01-0113,880
Number of participants with account balances2022-01-0113,092
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-01584
2021: HEWITT ASSOCIATES RETIREMENT AND SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0111,354
Total number of active participants reported on line 7a of the Form 55002021-01-019,874
Number of retired or separated participants receiving benefits2021-01-012
Number of other retired or separated participants entitled to future benefits2021-01-012,415
Total of all active and inactive participants2021-01-0112,291
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0148
Total participants2021-01-0112,339
Number of participants with account balances2021-01-0111,836
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-01374
2020: HEWITT ASSOCIATES RETIREMENT AND SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0111,459
Total number of active participants reported on line 7a of the Form 55002020-01-019,408
Number of retired or separated participants receiving benefits2020-01-012
Number of other retired or separated participants entitled to future benefits2020-01-011,932
Total of all active and inactive participants2020-01-0111,342
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0131
Total participants2020-01-0111,373
Number of participants with account balances2020-01-0110,971
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-01397
2019: HEWITT ASSOCIATES RETIREMENT AND SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0110,580
Total number of active participants reported on line 7a of the Form 55002019-01-019,873
Number of retired or separated participants receiving benefits2019-01-013
Number of other retired or separated participants entitled to future benefits2019-01-011,569
Total of all active and inactive participants2019-01-0111,445
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0115
Total participants2019-01-0111,460
Number of participants with account balances2019-01-0110,858
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-01369
2018: HEWITT ASSOCIATES RETIREMENT AND SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-019,872
Total number of active participants reported on line 7a of the Form 55002018-01-019,483
Number of retired or separated participants receiving benefits2018-01-011
Number of other retired or separated participants entitled to future benefits2018-01-011,151
Total of all active and inactive participants2018-01-0110,635
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-017
Total participants2018-01-0110,642
Number of participants with account balances2018-01-0110,104
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-01104
2017: HEWITT ASSOCIATES RETIREMENT AND SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-05-019,238
Total number of active participants reported on line 7a of the Form 55002017-05-019,144
Number of retired or separated participants receiving benefits2017-05-010
Number of other retired or separated participants entitled to future benefits2017-05-01730
Total of all active and inactive participants2017-05-019,874
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-05-017
Total participants2017-05-019,881
Number of participants with account balances2017-05-019,546
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-05-0151
2011: HEWITT ASSOCIATES RETIREMENT AND SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0117,150
Total number of active participants reported on line 7a of the Form 55002011-01-010
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-010
Number of participants with account balances2011-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: HEWITT ASSOCIATES RETIREMENT AND SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0117,522
Total number of active participants reported on line 7a of the Form 55002010-01-0111,275
Number of retired or separated participants receiving benefits2010-01-0115
Number of other retired or separated participants entitled to future benefits2010-01-015,781
Total of all active and inactive participants2010-01-0117,071
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-0179
Total participants2010-01-0117,150
Number of participants with account balances2010-01-0117,150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-01936
2009: HEWITT ASSOCIATES RETIREMENT AND SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0117,212
Total number of active participants reported on line 7a of the Form 55002009-01-0111,377
Number of retired or separated participants receiving benefits2009-01-01166
Number of other retired or separated participants entitled to future benefits2009-01-015,669
Total of all active and inactive participants2009-01-0117,212
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-0170
Total participants2009-01-0117,282
Number of participants with account balances2009-01-0117,282
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-01910

Financial Data on HEWITT ASSOCIATES RETIREMENT AND SAVINGS PLAN

Measure Date Value
2022 : HEWITT ASSOCIATES RETIREMENT AND SAVINGS PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-56,016,610
Total unrealized appreciation/depreciation of assets2022-12-31$-56,016,610
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$776,071
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$957,000
Total income from all sources (including contributions)2022-12-31$-236,295,139
Total loss/gain on sale of assets2022-12-31$-30,163,949
Total of all expenses incurred2022-12-31$123,245,391
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$119,560,514
Expenses. Certain deemed distributions of participant loans2022-12-31$18,207
Value of total corrective distributions2022-12-31$80,655
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$146,260,093
Value of total assets at end of year2022-12-31$2,043,897,541
Value of total assets at beginning of year2022-12-31$2,403,619,000
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$3,586,015
Total interest from all sources2022-12-31$984,189
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$7,880,232
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$4,186,869
Assets. Real estate other than employer real property at end of year2022-12-31$0
Assets. Real estate other than employer real property at beginning of year2022-12-31$5,863,000
Administrative expenses professional fees incurred2022-12-31$492,460
Assets. Corporate prefeered stocks other than exployer securities at end of year2022-12-31$1,400,966
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2022-12-31$510,000
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$30,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$72,808,547
Participant contributions at end of year2022-12-31$22,062,887
Participant contributions at beginning of year2022-12-31$21,967,000
Assets. Other investments not covered elsewhere at end of year2022-12-31$188,281,237
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$35,396,000
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$19,877,205
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$1,107,196
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$728,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$552,725
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$910,000
Other income not declared elsewhere2022-12-31$4,342,917
Administrative expenses (other) incurred2022-12-31$6,198
Liabilities. Value of operating payables at end of year2022-12-31$223,346
Liabilities. Value of operating payables at beginning of year2022-12-31$47,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-359,540,530
Value of net assets at end of year (total assets less liabilities)2022-12-31$2,043,121,470
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$2,402,662,000
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Assets. partnership/joint venture interests at end of year2022-12-31$0
Assets. partnership/joint venture interests at beginning of year2022-12-31$1,434,000
Investment advisory and management fees2022-12-31$2,509,798
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$913,115,584
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$962,262,000
Interest on participant loans2022-12-31$977,942
Value of interest in common/collective trusts at end of year2022-12-31$652,213,575
Value of interest in common/collective trusts at beginning of year2022-12-31$809,630,000
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$2,460,920
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$2,529,000
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$2,529,000
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$6,247
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$150,154,000
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-178,324,975
Net investment gain or loss from common/collective trusts2022-12-31$-131,257,036
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$53,574,341
Employer contributions (assets) at end of year2022-12-31$24,665,330
Employer contributions (assets) at beginning of year2022-12-31$18,049,000
Income. Dividends from preferred stock2022-12-31$-97
Income. Dividends from common stock2022-12-31$3,693,460
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$119,560,514
Contract administrator fees2022-12-31$577,559
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$238,589,846
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$395,097,000
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Aggregate proceeds on sale of assets2022-12-31$258,425,796
Aggregate carrying amount (costs) on sale of assets2022-12-31$288,589,745
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31ERMST & YOUNG LLP
Accountancy firm EIN2022-12-31346565596
2021 : HEWITT ASSOCIATES RETIREMENT AND SAVINGS PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$70,871,000
Total unrealized appreciation/depreciation of assets2021-12-31$70,871,000
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$957,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$1,084,000
Total income from all sources (including contributions)2021-12-31$481,577,000
Total loss/gain on sale of assets2021-12-31$11,768,000
Total of all expenses incurred2021-12-31$130,084,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$125,112,000
Value of total corrective distributions2021-12-31$27,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$150,931,000
Value of total assets at end of year2021-12-31$2,403,619,000
Value of total assets at beginning of year2021-12-31$2,052,253,000
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$4,945,000
Total interest from all sources2021-12-31$1,949,000
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$8,090,000
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$4,143,000
Assets. Real estate other than employer real property at end of year2021-12-31$5,863,000
Assets. Real estate other than employer real property at beginning of year2021-12-31$5,236,000
Administrative expenses professional fees incurred2021-12-31$954,000
Assets. Corporate prefeered stocks other than exployer securities at end of year2021-12-31$510,000
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2021-12-31$1,304,000
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$30,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$73,817,000
Participant contributions at end of year2021-12-31$21,967,000
Participant contributions at beginning of year2021-12-31$23,327,000
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$2,209,000
Assets. Other investments not covered elsewhere at end of year2021-12-31$35,396,000
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$30,235,000
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$31,723,000
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$728,000
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$752,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$910,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$950,000
Other income not declared elsewhere2021-12-31$3,640,000
Administrative expenses (other) incurred2021-12-31$5,000
Liabilities. Value of operating payables at end of year2021-12-31$47,000
Liabilities. Value of operating payables at beginning of year2021-12-31$134,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$351,493,000
Value of net assets at end of year (total assets less liabilities)2021-12-31$2,402,662,000
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$2,051,169,000
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Assets. partnership/joint venture interests at end of year2021-12-31$1,434,000
Assets. partnership/joint venture interests at beginning of year2021-12-31$849,000
Investment advisory and management fees2021-12-31$3,986,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$962,262,000
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$303,654,000
Interest on participant loans2021-12-31$1,161,000
Interest earned on other investments2021-12-31$788,000
Value of interest in common/collective trusts at end of year2021-12-31$809,630,000
Value of interest in common/collective trusts at beginning of year2021-12-31$1,178,100,000
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$2,529,000
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$1,825,000
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$1,825,000
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$150,154,000
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$160,416,000
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$149,504,000
Net investment gain or loss from common/collective trusts2021-12-31$84,824,000
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$45,391,000
Employer contributions (assets) at end of year2021-12-31$18,049,000
Employer contributions (assets) at beginning of year2021-12-31$10,599,000
Income. Dividends from common stock2021-12-31$3,947,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$125,112,000
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$395,097,000
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$333,747,000
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Aggregate proceeds on sale of assets2021-12-31$215,246,000
Aggregate carrying amount (costs) on sale of assets2021-12-31$203,478,000
Opinion of an independent qualified public accountant for this plan2021-12-31Disclaimer
Accountancy firm name2021-12-31ERMST & YOUNG LLP
Accountancy firm EIN2021-12-31346565596
2020 : HEWITT ASSOCIATES RETIREMENT AND SAVINGS PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$65,696,000
Total unrealized appreciation/depreciation of assets2020-12-31$65,696,000
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$1,084,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$1,062,000
Total income from all sources (including contributions)2020-12-31$388,778,000
Total loss/gain on sale of assets2020-12-31$-1,899,000
Total of all expenses incurred2020-12-31$138,173,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$134,135,000
Value of total corrective distributions2020-12-31$35,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$117,150,000
Value of total assets at end of year2020-12-31$2,052,253,000
Value of total assets at beginning of year2020-12-31$1,801,626,000
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$4,003,000
Total interest from all sources2020-12-31$2,346,000
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$14,622,000
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$10,507,000
Assets. Real estate other than employer real property at end of year2020-12-31$5,236,000
Assets. Real estate other than employer real property at beginning of year2020-12-31$2,749,000
Administrative expenses professional fees incurred2020-12-31$507,000
Assets. Corporate prefeered stocks other than exployer securities at end of year2020-12-31$1,304,000
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2020-12-31$623,000
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$30,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$68,639,000
Participant contributions at end of year2020-12-31$23,327,000
Participant contributions at beginning of year2020-12-31$26,836,000
Participant contributions at end of year2020-12-31$2,209,000
Participant contributions at beginning of year2020-12-31$0
Assets. Other investments not covered elsewhere at end of year2020-12-31$30,235,000
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$20,703,000
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$11,790,000
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$752,000
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$834,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$950,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$786,000
Other income not declared elsewhere2020-12-31$4,016,000
Administrative expenses (other) incurred2020-12-31$800,000
Liabilities. Value of operating payables at end of year2020-12-31$134,000
Liabilities. Value of operating payables at beginning of year2020-12-31$276,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$250,605,000
Value of net assets at end of year (total assets less liabilities)2020-12-31$2,051,169,000
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$1,800,564,000
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Assets. partnership/joint venture interests at end of year2020-12-31$849,000
Assets. partnership/joint venture interests at beginning of year2020-12-31$1,081,000
Investment advisory and management fees2020-12-31$2,696,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$303,654,000
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$261,706,000
Interest on participant loans2020-12-31$1,200,000
Interest earned on other investments2020-12-31$1,148,000
Value of interest in common/collective trusts at end of year2020-12-31$1,178,100,000
Value of interest in common/collective trusts at beginning of year2020-12-31$1,012,456,000
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$1,825,000
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$1,257,000
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$1,257,000
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$-2,000
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$160,416,000
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$125,018,000
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$18,499,000
Net investment gain or loss from common/collective trusts2020-12-31$168,348,000
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$36,721,000
Employer contributions (assets) at end of year2020-12-31$10,599,000
Employer contributions (assets) at beginning of year2020-12-31$19,944,000
Income. Dividends from preferred stock2020-12-31$2,000
Income. Dividends from common stock2020-12-31$4,113,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$134,135,000
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$333,747,000
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$328,419,000
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$206,032,000
Aggregate carrying amount (costs) on sale of assets2020-12-31$207,931,000
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31ERNST & YOUNG LLP
Accountancy firm EIN2020-12-31346565596
2019 : HEWITT ASSOCIATES RETIREMENT AND SAVINGS PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$65,370,000
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$65,370,000
Total unrealized appreciation/depreciation of assets2019-12-31$65,370,000
Total unrealized appreciation/depreciation of assets2019-12-31$65,370,000
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$1,062,000
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$1,062,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$1,154,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$1,154,000
Total income from all sources (including contributions)2019-12-31$444,332,000
Total income from all sources (including contributions)2019-12-31$444,332,000
Total loss/gain on sale of assets2019-12-31$14,892,000
Total loss/gain on sale of assets2019-12-31$14,892,000
Total of all expenses incurred2019-12-31$91,986,000
Total of all expenses incurred2019-12-31$91,986,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$88,253,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$88,253,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$126,521,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$126,521,000
Value of total assets at end of year2019-12-31$1,801,626,000
Value of total assets at end of year2019-12-31$1,801,626,000
Value of total assets at beginning of year2019-12-31$1,449,372,000
Value of total assets at beginning of year2019-12-31$1,449,372,000
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$3,733,000
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$3,733,000
Total interest from all sources2019-12-31$2,247,000
Total interest from all sources2019-12-31$2,247,000
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$10,222,000
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$10,222,000
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$5,149,000
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$5,149,000
Assets. Real estate other than employer real property at end of year2019-12-31$2,749,000
Assets. Real estate other than employer real property at end of year2019-12-31$2,749,000
Assets. Real estate other than employer real property at beginning of year2019-12-31$1,908,000
Assets. Real estate other than employer real property at beginning of year2019-12-31$1,908,000
Administrative expenses professional fees incurred2019-12-31$777,000
Assets. Corporate prefeered stocks other than exployer securities at end of year2019-12-31$623,000
Assets. Corporate prefeered stocks other than exployer securities at end of year2019-12-31$623,000
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2019-12-31$76,000
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2019-12-31$76,000
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$30,000,000
Value of fidelity bond cover2019-12-31$30,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$64,279,000
Contributions received from participants2019-12-31$64,279,000
Participant contributions at end of year2019-12-31$26,836,000
Participant contributions at end of year2019-12-31$26,836,000
Participant contributions at beginning of year2019-12-31$25,341,000
Participant contributions at beginning of year2019-12-31$25,341,000
Assets. Other investments not covered elsewhere at end of year2019-12-31$20,703,000
Assets. Other investments not covered elsewhere at end of year2019-12-31$20,703,000
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$16,333,000
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$16,333,000
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$17,061,000
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$17,061,000
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$834,000
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$834,000
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$795,000
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$795,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$786,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$786,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$925,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$925,000
Other income not declared elsewhere2019-12-31$1,756,000
Other income not declared elsewhere2019-12-31$1,756,000
Administrative expenses (other) incurred2019-12-31$6,000
Administrative expenses (other) incurred2019-12-31$6,000
Liabilities. Value of operating payables at end of year2019-12-31$276,000
Liabilities. Value of operating payables at end of year2019-12-31$276,000
Liabilities. Value of operating payables at beginning of year2019-12-31$229,000
Liabilities. Value of operating payables at beginning of year2019-12-31$229,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$352,346,000
Value of net income/loss2019-12-31$352,346,000
Value of net assets at end of year (total assets less liabilities)2019-12-31$1,800,564,000
Value of net assets at end of year (total assets less liabilities)2019-12-31$1,800,564,000
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$1,448,218,000
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$1,448,218,000
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Assets. partnership/joint venture interests at end of year2019-12-31$1,081,000
Assets. partnership/joint venture interests at end of year2019-12-31$1,081,000
Assets. partnership/joint venture interests at beginning of year2019-12-31$0
Assets. partnership/joint venture interests at beginning of year2019-12-31$0
Investment advisory and management fees2019-12-31$2,950,000
Investment advisory and management fees2019-12-31$2,950,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$261,706,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$261,706,000
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$192,005,000
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$192,005,000
Interest on participant loans2019-12-31$1,288,000
Interest on participant loans2019-12-31$1,288,000
Interest earned on other investments2019-12-31$960,000
Interest earned on other investments2019-12-31$960,000
Value of interest in common/collective trusts at end of year2019-12-31$1,012,456,000
Value of interest in common/collective trusts at end of year2019-12-31$1,012,456,000
Value of interest in common/collective trusts at beginning of year2019-12-31$804,817,000
Value of interest in common/collective trusts at beginning of year2019-12-31$804,817,000
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$1,257,000
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$1,257,000
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$1,664,000
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$1,664,000
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$1,664,000
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$1,664,000
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$-1,000
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$-1,000
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$125,018,000
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$125,018,000
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$111,229,000
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$111,229,000
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$22,987,000
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$22,987,000
Net investment gain or loss from common/collective trusts2019-12-31$200,337,000
Net investment gain or loss from common/collective trusts2019-12-31$200,337,000
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$45,181,000
Contributions received in cash from employer2019-12-31$45,181,000
Employer contributions (assets) at end of year2019-12-31$19,944,000
Employer contributions (assets) at end of year2019-12-31$19,944,000
Employer contributions (assets) at beginning of year2019-12-31$18,101,000
Employer contributions (assets) at beginning of year2019-12-31$18,101,000
Income. Dividends from preferred stock2019-12-31$1,000
Income. Dividends from preferred stock2019-12-31$1,000
Income. Dividends from common stock2019-12-31$5,072,000
Income. Dividends from common stock2019-12-31$5,072,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$88,253,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$88,253,000
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$115,000
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$115,000
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$328,419,000
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$328,419,000
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$276,988,000
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$276,988,000
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$126,769,000
Aggregate proceeds on sale of assets2019-12-31$126,769,000
Aggregate carrying amount (costs) on sale of assets2019-12-31$111,877,000
Aggregate carrying amount (costs) on sale of assets2019-12-31$111,877,000
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31ERNST & YOUNG LLP
Accountancy firm name2019-12-31ERNST & YOUNG LLP
Accountancy firm EIN2019-12-31346565596
Accountancy firm EIN2019-12-31346565596
2018 : HEWITT ASSOCIATES RETIREMENT AND SAVINGS PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-27,390,000
Total unrealized appreciation/depreciation of assets2018-12-31$-27,390,000
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$1,154,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$1,578,000
Total income from all sources (including contributions)2018-12-31$19,389,000
Total loss/gain on sale of assets2018-12-31$-39,000
Total of all expenses incurred2018-12-31$73,314,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$69,177,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$112,770,000
Value of total assets at end of year2018-12-31$1,449,372,000
Value of total assets at beginning of year2018-12-31$1,503,721,000
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$4,137,000
Total interest from all sources2018-12-31$1,921,000
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$8,875,000
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$4,399,000
Assets. Real estate other than employer real property at end of year2018-12-31$1,908,000
Assets. Real estate other than employer real property at beginning of year2018-12-31$1,503,000
Administrative expenses professional fees incurred2018-12-31$634,000
Assets. Corporate prefeered stocks other than exployer securities at end of year2018-12-31$76,000
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2018-12-31$205,000
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$30,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$60,329,000
Participant contributions at end of year2018-12-31$25,341,000
Participant contributions at beginning of year2018-12-31$26,355,000
Assets. Other investments not covered elsewhere at end of year2018-12-31$16,333,000
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$13,970,000
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$11,788,000
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$795,000
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$1,036,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$925,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$899,000
Other income not declared elsewhere2018-12-31$-917,000
Administrative expenses (other) incurred2018-12-31$79,000
Liabilities. Value of operating payables at end of year2018-12-31$229,000
Liabilities. Value of operating payables at beginning of year2018-12-31$679,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-53,925,000
Value of net assets at end of year (total assets less liabilities)2018-12-31$1,448,218,000
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$1,502,143,000
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$3,424,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$192,005,000
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$173,141,000
Interest on participant loans2018-12-31$1,145,000
Interest earned on other investments2018-12-31$770,000
Income. Interest from corporate debt instruments2018-12-31$5,000
Value of interest in common/collective trusts at end of year2018-12-31$804,817,000
Value of interest in common/collective trusts at beginning of year2018-12-31$840,583,000
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$1,664,000
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$2,136,000
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$2,136,000
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$1,000
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$111,229,000
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$108,150,000
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-9,754,000
Net investment gain or loss from common/collective trusts2018-12-31$-66,077,000
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$40,653,000
Employer contributions (assets) at end of year2018-12-31$18,101,000
Employer contributions (assets) at beginning of year2018-12-31$18,033,000
Income. Dividends from preferred stock2018-12-31$3,000
Income. Dividends from common stock2018-12-31$4,473,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$69,177,000
Asset. Corporate debt instrument debt (other) at end of year2018-12-31$115,000
Asset. Corporate debt instrument debt (other) at beginning of year2018-12-31$179,000
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$276,988,000
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$318,430,000
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$172,612,000
Aggregate carrying amount (costs) on sale of assets2018-12-31$172,651,000
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31ERNST & YOUNG LLP
Accountancy firm EIN2018-12-31346565596
2017 : HEWITT ASSOCIATES RETIREMENT AND SAVINGS PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$47,754,000
Total unrealized appreciation/depreciation of assets2017-12-31$47,754,000
Total transfer of assets to this plan2017-12-31$1,308,682,000
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$1,578,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$232,194,000
Total loss/gain on sale of assets2017-12-31$3,154,000
Total of all expenses incurred2017-12-31$38,733,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$36,942,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$74,062,000
Value of total assets at end of year2017-12-31$1,503,721,000
Value of total assets at beginning of year2017-12-31$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$1,791,000
Total interest from all sources2017-12-31$1,176,000
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$6,404,000
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$3,243,000
Assets. Real estate other than employer real property at end of year2017-12-31$1,503,000
Assets. Real estate other than employer real property at beginning of year2017-12-31$0
Administrative expenses professional fees incurred2017-12-31$26,000
Assets. Corporate prefeered stocks other than exployer securities at end of year2017-12-31$205,000
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2017-12-31$0
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$30,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$34,494,000
Participant contributions at end of year2017-12-31$26,355,000
Participant contributions at beginning of year2017-12-31$0
Assets. Other investments not covered elsewhere at end of year2017-12-31$13,970,000
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$7,816,000
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$1,036,000
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$899,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$0
Other income not declared elsewhere2017-12-31$978,000
Administrative expenses (other) incurred2017-12-31$903,000
Liabilities. Value of operating payables at end of year2017-12-31$679,000
Liabilities. Value of operating payables at beginning of year2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$193,461,000
Value of net assets at end of year (total assets less liabilities)2017-12-31$1,502,143,000
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$862,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$173,141,000
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$0
Interest on participant loans2017-12-31$724,000
Interest earned on other investments2017-12-31$452,000
Income. Interest from corporate debt instruments2017-12-31$1,000
Value of interest in common/collective trusts at end of year2017-12-31$840,583,000
Value of interest in common/collective trusts at beginning of year2017-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$2,136,000
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$-1,000
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$108,150,000
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$9,066,000
Net investment gain or loss from common/collective trusts2017-12-31$89,600,000
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$31,752,000
Employer contributions (assets) at end of year2017-12-31$18,033,000
Employer contributions (assets) at beginning of year2017-12-31$0
Income. Dividends from preferred stock2017-12-31$1,000
Income. Dividends from common stock2017-12-31$3,160,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$36,942,000
Asset. Corporate debt instrument debt (other) at end of year2017-12-31$179,000
Asset. Corporate debt instrument debt (other) at beginning of year2017-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$318,430,000
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$0
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$110,290,000
Aggregate carrying amount (costs) on sale of assets2017-12-31$107,136,000
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31ERNST & YOUNG LLP
Accountancy firm EIN2017-12-31346565596
2011 : HEWITT ASSOCIATES RETIREMENT AND SAVINGS PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-911,195
Total unrealized appreciation/depreciation of assets2011-12-31$-911,195
Total transfer of assets from this plan2011-12-31$1,574,585,219
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$1,582,467,320
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$5,860,131
Total income from all sources (including contributions)2011-12-31$39,090,500
Total loss/gain on sale of assets2011-12-31$-744,445
Total of all expenses incurred2011-12-31$136,069,560
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$132,756,136
Expenses. Certain deemed distributions of participant loans2011-12-31$80,895
Value of total corrective distributions2011-12-31$145,051
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$106,170,928
Value of total assets at end of year2011-12-31$1,582,467,320
Value of total assets at beginning of year2011-12-31$1,677,424,410
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$3,087,478
Total interest from all sources2011-12-31$8,043,778
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$18,909,715
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$16,543,273
Administrative expenses professional fees incurred2011-12-31$402,804
Assets. Corporate prefeered stocks other than exployer securities at end of year2011-12-31$208,480
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2011-12-31$0
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$15,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$63,748,923
Participant contributions at end of year2011-12-31$39,198,105
Participant contributions at beginning of year2011-12-31$36,488,925
Participant contributions at end of year2011-12-31$1,970,303
Participant contributions at beginning of year2011-12-31$2,247,176
Assets. Other investments not covered elsewhere at end of year2011-12-31$283,389,567
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$272,889,232
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$2,353,143
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$1,627,605
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$1,706,349
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$1,582,467,320
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$3,539,181
Other income not declared elsewhere2011-12-31$510,068
Administrative expenses (other) incurred2011-12-31$5,774
Liabilities. Value of operating payables at end of year2011-12-31$0
Liabilities. Value of operating payables at beginning of year2011-12-31$1,362,951
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-96,979,060
Value of net assets at end of year (total assets less liabilities)2011-12-31$0
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$1,671,564,279
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$2,678,900
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$772,553,864
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$861,642,151
Interest on participant loans2011-12-31$1,686,401
Interest earned on other investments2011-12-31$4,037,757
Income. Interest from US Government securities2011-12-31$1,167,090
Income. Interest from corporate debt instruments2011-12-31$1,138,094
Value of interest in common/collective trusts at end of year2011-12-31$91,985,997
Value of interest in common/collective trusts at beginning of year2011-12-31$76,488,173
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$66,139,877
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$12,129,951
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$12,129,951
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$14,436
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$12,983,893
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$22,656,499
Asset value of US Government securities at end of year2011-12-31$1,775
Asset value of US Government securities at beginning of year2011-12-31$19,454,796
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-98,329,246
Net investment gain or loss from common/collective trusts2011-12-31$5,440,897
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$40,068,862
Employer contributions (assets) at end of year2011-12-31$1,435,438
Employer contributions (assets) at beginning of year2011-12-31$29,140,765
Income. Dividends from common stock2011-12-31$2,366,442
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$132,756,136
Asset. Corporate debt instrument preferred debt at end of year2011-12-31$2,171,992
Asset. Corporate debt instrument preferred debt at beginning of year2011-12-31$5,765,871
Asset. Corporate debt instrument debt (other) at end of year2011-12-31$3,093,654
Asset. Corporate debt instrument debt (other) at beginning of year2011-12-31$11,922,099
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$305,706,770
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$324,892,423
Liabilities. Value of benefit claims payable at end of year2011-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$957,999
Did the plan have assets held for investment2011-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$-744,445
Aggregate carrying amount (costs) on sale of assets2011-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31ERNST & YOUNG LLP
Accountancy firm EIN2011-12-31346565596
2010 : HEWITT ASSOCIATES RETIREMENT AND SAVINGS PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$43,738,363
Total unrealized appreciation/depreciation of assets2010-12-31$43,738,363
Total transfer of assets to this plan2010-12-31$198,070
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$5,860,131
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$2,837,815
Total income from all sources (including contributions)2010-12-31$309,303,612
Total loss/gain on sale of assets2010-12-31$-1,533,323
Total of all expenses incurred2010-12-31$140,053,879
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$137,041,217
Expenses. Certain deemed distributions of participant loans2010-12-31$97,719
Value of total corrective distributions2010-12-31$158,668
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$122,646,569
Value of total assets at end of year2010-12-31$1,677,424,410
Value of total assets at beginning of year2010-12-31$1,504,954,291
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$2,756,275
Total interest from all sources2010-12-31$8,412,636
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$17,925,653
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$15,856,667
Administrative expenses professional fees incurred2010-12-31$414,658
Assets. Corporate prefeered stocks other than exployer securities at end of year2010-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2010-12-31$796,728
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$15,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$60,758,044
Participant contributions at end of year2010-12-31$36,488,925
Participant contributions at beginning of year2010-12-31$32,867,306
Participant contributions at end of year2010-12-31$2,247,176
Participant contributions at beginning of year2010-12-31$2,232,317
Assets. Other investments not covered elsewhere at end of year2010-12-31$272,889,232
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$257,653,679
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$6,037,535
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$1,706,349
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$2,189,280
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$3,539,181
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$1,654,258
Other income not declared elsewhere2010-12-31$88,700
Liabilities. Value of operating payables at end of year2010-12-31$1,362,951
Liabilities. Value of operating payables at beginning of year2010-12-31$1,164,916
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$169,249,733
Value of net assets at end of year (total assets less liabilities)2010-12-31$1,671,564,279
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$1,502,116,476
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$2,341,617
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$861,642,151
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$742,806,818
Interest on participant loans2010-12-31$3,138,863
Interest earned on other investments2010-12-31$3,016,134
Income. Interest from US Government securities2010-12-31$1,141,773
Income. Interest from corporate debt instruments2010-12-31$1,107,613
Value of interest in common/collective trusts at end of year2010-12-31$76,488,173
Value of interest in common/collective trusts at beginning of year2010-12-31$75,793,146
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$12,129,951
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$9,673,204
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$9,673,204
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$8,253
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$22,656,499
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$21,455,118
Asset value of US Government securities at end of year2010-12-31$19,454,796
Asset value of US Government securities at beginning of year2010-12-31$20,988,763
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$106,069,374
Net investment gain or loss from common/collective trusts2010-12-31$11,955,640
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$55,850,990
Employer contributions (assets) at end of year2010-12-31$29,140,765
Employer contributions (assets) at beginning of year2010-12-31$29,028,965
Income. Dividends from common stock2010-12-31$2,068,986
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$137,041,217
Asset. Corporate debt instrument preferred debt at end of year2010-12-31$5,765,871
Asset. Corporate debt instrument preferred debt at beginning of year2010-12-31$5,663,166
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$11,922,099
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$12,622,191
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$324,892,423
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$291,183,610
Liabilities. Value of benefit claims payable at end of year2010-12-31$957,999
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$18,641
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$-1,533,323
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31GRANT THORNTON LLP
Accountancy firm EIN2010-12-31366055558
2009 : HEWITT ASSOCIATES RETIREMENT AND SAVINGS 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 HEWITT ASSOCIATES RETIREMENT AND SAVINGS PLAN

2022: HEWITT ASSOCIATES RETIREMENT AND SAVINGS 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 filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: HEWITT ASSOCIATES RETIREMENT AND SAVINGS 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 funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: HEWITT ASSOCIATES RETIREMENT AND SAVINGS 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 funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: HEWITT ASSOCIATES RETIREMENT AND SAVINGS 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 funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: HEWITT ASSOCIATES RETIREMENT AND SAVINGS 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 funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: HEWITT ASSOCIATES RETIREMENT AND SAVINGS PLAN 2017 form 5500 responses
2017-05-01Type of plan entitySingle employer plan
2017-05-01First time form 5500 has been submittedYes
2017-05-01Submission has been amendedNo
2017-05-01This submission is the final filingNo
2017-05-01This return/report is a short plan year return/report (less than 12 months)Yes
2017-05-01Plan is a collectively bargained planNo
2017-05-01Plan funding arrangement – InsuranceYes
2017-05-01Plan funding arrangement – TrustYes
2017-05-01Plan benefit arrangement – InsuranceYes
2017-05-01Plan benefit arrangement - TrustYes
2011: HEWITT ASSOCIATES RETIREMENT AND SAVINGS 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 filingYes
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: HEWITT ASSOCIATES RETIREMENT AND SAVINGS 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 funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: HEWITT ASSOCIATES RETIREMENT AND SAVINGS 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 funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

METLIFE, INC (National Association of Insurance Commissioners NAIC id number: 97136 )
Policy contract number38137
Policy instance 4
Insurance contract or identification number38137
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?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number060478
Policy instance 3
Insurance contract or identification number060478
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?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number064002
Policy instance 2
Insurance contract or identification number064002
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?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number35663
Policy instance 1
Insurance contract or identification number35663
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?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number35663
Policy instance 1
Insurance contract or identification number35663
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
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?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number064002
Policy instance 2
Insurance contract or identification number064002
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
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?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number060478
Policy instance 3
Insurance contract or identification number060478
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
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?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METLIFE, INC (National Association of Insurance Commissioners NAIC id number: 97136 )
Policy contract number38137
Policy instance 4
Insurance contract or identification number38137
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
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?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number060478
Policy instance 3
Insurance contract or identification number060478
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
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?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number064002
Policy instance 2
Insurance contract or identification number064002
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
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?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number35663
Policy instance 1
Insurance contract or identification number35663
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
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?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number35663
Policy instance 1
Insurance contract or identification number35663
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
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?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number064002
Policy instance 2
Insurance contract or identification number064002
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
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?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number060478
Policy instance 3
Insurance contract or identification number060478
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
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?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number35663
Policy instance 1
Insurance contract or identification number35663
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
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?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number064002
Policy instance 2
Insurance contract or identification number064002
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
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?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number060478
Policy instance 3
Insurance contract or identification number060478
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
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?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number060478
Policy instance 3
Insurance contract or identification number060478
Insurance policy start date2017-05-01
Insurance policy end date2017-12-31
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?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number064002
Policy instance 2
Insurance contract or identification number064002
Insurance policy start date2017-05-01
Insurance policy end date2017-12-31
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?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number35663
Policy instance 1
Insurance contract or identification number35663
Insurance policy start date2017-05-01
Insurance policy end date2017-12-31
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?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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