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NATIONAL RAILWAY LABOR CONFERENCE SUPPLEMENTAL PENSION PLAN 401k Plan overview

Plan NameNATIONAL RAILWAY LABOR CONFERENCE SUPPLEMENTAL PENSION PLAN
Plan identification number 001

NATIONAL RAILWAY LABOR CONFERENCE SUPPLEMENTAL PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).

401k Sponsoring company profile

NATIONAL RAILWAY LABOR CONFERENCE has sponsored the creation of one or more 401k plans.

Company Name:NATIONAL RAILWAY LABOR CONFERENCE
Employer identification number (EIN):362491193
NAIC Classification:482110
NAIC Description: Rail Transportation

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NATIONAL RAILWAY LABOR CONFERENCE SUPPLEMENTAL PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-07-01
0012020-07-01
0012019-07-01
0012018-07-01
0012017-07-01
0012016-07-01ANGELO KENNETH GRADIA ANGELO KENNETH GRADIA2018-04-13
0012015-07-01A. KENNETH GRADIA
0012014-07-01A. KENNETH GRADIA
0012013-07-01A. KENNETH GRADIA
0012012-07-01A. KENNETH GRADIA A. KENNETH GRADIA2014-03-27
0012011-07-01A. KENNETH GRADIA A. KENNETH GRADIA2013-01-31
0012010-07-01ANGELO KENNETH GRADIA ANGELO KENNETH GRADIA2012-04-11
0012009-07-01A. KENNETH GRADIA A. KENNETH GRADIA2011-03-17

Plan Statistics for NATIONAL RAILWAY LABOR CONFERENCE SUPPLEMENTAL PENSION PLAN

401k plan membership statisitcs for NATIONAL RAILWAY LABOR CONFERENCE SUPPLEMENTAL PENSION PLAN

Measure Date Value
2022: NATIONAL RAILWAY LABOR CONFERENCE SUPPLEMENTAL PENSION PLAN 2022 401k membership
Market value of plan assets2022-06-3010,369,648
Acturial value of plan assets2022-06-309,332,684
Funding target for retired participants and beneficiaries receiving payment2022-06-307,937,645
Number of terminated vested participants2022-06-3011
Fundng target for terminated vested participants2022-06-30386,783
Active participant vested funding target2022-06-30852,546
Number of active participants2022-06-3010
Total funding liabilities for active participants2022-06-30883,576
Total participant count2022-06-3048
Total funding target for all participants2022-06-309,208,004
Balance at beginning of prior year after applicable adjustments2022-06-30166,982
Prefunding balance at beginning of prior year after applicable adjustments2022-06-30559,228
Carryover balanced portion elected for use to offset prior years funding requirement2022-06-300
Prefunding balanced used to offset prior years funding requirement2022-06-300
Amount remaining of carryover balance2022-06-30166,982
Amount remaining of prefunding balance2022-06-30559,228
Present value of excess contributions2022-06-306,560
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-06-306,903
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-06-300
Reductions in caryover balances due to elections or deemed elections2022-06-300
Reductions in prefunding balances due to elections or deemed elections2022-06-300
Balance of carryovers at beginning of current year2022-06-30207,842
Balance of prefunding at beginning of current year2022-06-30696,071
Total employer contributions2022-06-30360,172
Total employee contributions2022-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2022-06-300
Contributions made to avoid restrictions adjusted to valuation date2022-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-06-30342,730
Liquidity shortfalls end of Q12022-06-300
Liquidity shortfalls end of Q22022-06-300
Liquidity shortfalls end of Q32022-06-300
Liquidity shortfalls end of Q42022-06-300
Unpaid minimum required contributions for all prior years2022-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-06-300
Remaining amount of unpaid minimum required contributions2022-06-300
Minimum required contributions for current year target normal cost2022-06-30134,438
Net shortfall amortization installment of oustanding balance2022-06-30779,233
Waiver amortization installment2022-06-300
Total funding amount beforereflecting carryover/prefunding balances2022-06-30207,095
Carryover balance elected to use to offset funding requirement2022-06-300
Prefunding balance elected to use to offset funding requirement2022-06-300
Additional cash requirement2022-06-30207,095
Contributions allocatedtoward minimum required contributions for current year2022-06-30342,730
Unpaid minimum required contributions for current year2022-06-300
Unpaid minimum required contributions for all years2022-06-300
2021: NATIONAL RAILWAY LABOR CONFERENCE SUPPLEMENTAL PENSION PLAN 2021 401k membership
Total participants, beginning-of-year2021-07-0148
Total number of active participants reported on line 7a of the Form 55002021-07-0112
Number of retired or separated participants receiving benefits2021-07-0117
Number of other retired or separated participants entitled to future benefits2021-07-0110
Total of all active and inactive participants2021-07-0139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-0110
Total participants2021-07-0149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-010
Market value of plan assets2021-06-308,791,463
Acturial value of plan assets2021-06-308,770,112
Funding target for retired participants and beneficiaries receiving payment2021-06-307,838,785
Number of terminated vested participants2021-06-3011
Fundng target for terminated vested participants2021-06-30787,460
Active participant vested funding target2021-06-30762,479
Number of active participants2021-06-3011
Total funding liabilities for active participants2021-06-30801,566
Total participant count2021-06-3049
Total funding target for all participants2021-06-309,427,811
Balance at beginning of prior year after applicable adjustments2021-06-30197,992
Prefunding balance at beginning of prior year after applicable adjustments2021-06-30487,180
Carryover balanced portion elected for use to offset prior years funding requirement2021-06-3040,387
Prefunding balanced used to offset prior years funding requirement2021-06-300
Amount remaining of carryover balance2021-06-30157,605
Amount remaining of prefunding balance2021-06-30487,180
Present value of excess contributions2021-06-3040,644
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-06-3043,061
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-06-3043,061
Reductions in caryover balances due to elections or deemed elections2021-06-300
Reductions in prefunding balances due to elections or deemed elections2021-06-300
Balance of carryovers at beginning of current year2021-06-30166,982
Balance of prefunding at beginning of current year2021-06-30559,228
Total employer contributions2021-06-30381,100
Total employee contributions2021-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-06-30367,246
Liquidity shortfalls end of Q12021-06-300
Liquidity shortfalls end of Q22021-06-300
Liquidity shortfalls end of Q32021-06-300
Liquidity shortfalls end of Q42021-06-300
Unpaid minimum required contributions for all prior years2021-06-300
Remaining amount of unpaid minimum required contributions2021-06-300
Minimum required contributions for current year target normal cost2021-06-30133,476
Net shortfall amortization installment of oustanding balance2021-06-301,383,751
Waiver amortization installment2021-06-300
Total funding amount beforereflecting carryover/prefunding balances2021-06-30360,686
Carryover balance elected to use to offset funding requirement2021-06-300
Prefunding balance elected to use to offset funding requirement2021-06-300
Additional cash requirement2021-06-30360,686
Contributions allocatedtoward minimum required contributions for current year2021-06-30367,246
Unpaid minimum required contributions for current year2021-06-300
Unpaid minimum required contributions for all years2021-06-300
2020: NATIONAL RAILWAY LABOR CONFERENCE SUPPLEMENTAL PENSION PLAN 2020 401k membership
Total participants, beginning-of-year2020-07-0149
Total number of active participants reported on line 7a of the Form 55002020-07-0110
Number of retired or separated participants receiving benefits2020-07-0116
Number of other retired or separated participants entitled to future benefits2020-07-0111
Total of all active and inactive participants2020-07-0137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-0111
Total participants2020-07-0148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-010
Market value of plan assets2020-06-308,730,903
Acturial value of plan assets2020-06-308,639,184
Funding target for retired participants and beneficiaries receiving payment2020-06-307,287,171
Number of terminated vested participants2020-06-3010
Fundng target for terminated vested participants2020-06-30618,630
Active participant vested funding target2020-06-301,342,731
Number of active participants2020-06-3013
Total funding liabilities for active participants2020-06-301,392,656
Total participant count2020-06-3048
Total funding target for all participants2020-06-309,298,457
Balance at beginning of prior year after applicable adjustments2020-06-30184,746
Prefunding balance at beginning of prior year after applicable adjustments2020-06-30454,586
Carryover balanced portion elected for use to offset prior years funding requirement2020-06-300
Prefunding balanced used to offset prior years funding requirement2020-06-300
Amount remaining of carryover balance2020-06-30184,746
Amount remaining of prefunding balance2020-06-30454,586
Present value of excess contributions2020-06-302,014
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-06-302,125
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-06-300
Reductions in caryover balances due to elections or deemed elections2020-06-300
Reductions in prefunding balances due to elections or deemed elections2020-06-300
Balance of carryovers at beginning of current year2020-06-30197,992
Balance of prefunding at beginning of current year2020-06-30487,180
Total employer contributions2020-06-30404,247
Total employee contributions2020-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2020-06-300
Contributions made to avoid restrictions adjusted to valuation date2020-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-06-30379,001
Liquidity shortfalls end of Q12020-06-300
Liquidity shortfalls end of Q22020-06-300
Liquidity shortfalls end of Q32020-06-300
Liquidity shortfalls end of Q42020-06-300
Unpaid minimum required contributions for all prior years2020-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-06-300
Remaining amount of unpaid minimum required contributions2020-06-300
Minimum required contributions for current year target normal cost2020-06-30148,697
Net shortfall amortization installment of oustanding balance2020-06-301,344,445
Waiver amortization installment2020-06-300
Total funding amount beforereflecting carryover/prefunding balances2020-06-30378,744
Carryover balance elected to use to offset funding requirement2020-06-3040,387
Prefunding balance elected to use to offset funding requirement2020-06-300
Additional cash requirement2020-06-30338,357
Contributions allocatedtoward minimum required contributions for current year2020-06-30379,001
Unpaid minimum required contributions for current year2020-06-300
Unpaid minimum required contributions for all years2020-06-300
2019: NATIONAL RAILWAY LABOR CONFERENCE SUPPLEMENTAL PENSION PLAN 2019 401k membership
Total participants, beginning-of-year2019-07-0148
Total number of active participants reported on line 7a of the Form 55002019-07-0111
Number of retired or separated participants receiving benefits2019-07-0116
Number of other retired or separated participants entitled to future benefits2019-07-0111
Total of all active and inactive participants2019-07-0138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-0111
Total participants2019-07-0149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-010
Market value of plan assets2019-06-308,544,060
Acturial value of plan assets2019-06-308,330,078
Funding target for retired participants and beneficiaries receiving payment2019-06-304,394,352
Number of terminated vested participants2019-06-3012
Fundng target for terminated vested participants2019-06-301,186,854
Active participant vested funding target2019-06-302,379,764
Number of active participants2019-06-3014
Total funding liabilities for active participants2019-06-302,432,009
Total participant count2019-06-3049
Total funding target for all participants2019-06-308,013,215
Balance at beginning of prior year after applicable adjustments2019-06-30171,029
Prefunding balance at beginning of prior year after applicable adjustments2019-06-30420,796
Carryover balanced portion elected for use to offset prior years funding requirement2019-06-3015
Prefunding balanced used to offset prior years funding requirement2019-06-300
Amount remaining of carryover balance2019-06-30171,014
Amount remaining of prefunding balance2019-06-30420,796
Present value of excess contributions2019-06-300
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-06-300
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-06-300
Reductions in caryover balances due to elections or deemed elections2019-06-300
Reductions in prefunding balances due to elections or deemed elections2019-06-300
Balance of carryovers at beginning of current year2019-06-30184,746
Balance of prefunding at beginning of current year2019-06-30454,586
Total employer contributions2019-06-30182,116
Total employee contributions2019-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2019-06-300
Contributions made to avoid restrictions adjusted to valuation date2019-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-06-30176,200
Liquidity shortfalls end of Q12019-06-300
Liquidity shortfalls end of Q22019-06-300
Liquidity shortfalls end of Q32019-06-300
Liquidity shortfalls end of Q42019-06-300
Unpaid minimum required contributions for all prior years2019-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-06-300
Remaining amount of unpaid minimum required contributions2019-06-300
Minimum required contributions for current year target normal cost2019-06-30174,186
Net shortfall amortization installment of oustanding balance2019-06-30322,469
Waiver amortization installment2019-06-300
Total funding amount beforereflecting carryover/prefunding balances2019-06-30174,186
Carryover balance elected to use to offset funding requirement2019-06-300
Prefunding balance elected to use to offset funding requirement2019-06-300
Additional cash requirement2019-06-30174,186
Contributions allocatedtoward minimum required contributions for current year2019-06-30176,200
Unpaid minimum required contributions for current year2019-06-300
Unpaid minimum required contributions for all years2019-06-300
2018: NATIONAL RAILWAY LABOR CONFERENCE SUPPLEMENTAL PENSION PLAN 2018 401k membership
Total participants, beginning-of-year2018-07-0149
Total number of active participants reported on line 7a of the Form 55002018-07-0113
Number of retired or separated participants receiving benefits2018-07-0115
Number of other retired or separated participants entitled to future benefits2018-07-0110
Total of all active and inactive participants2018-07-0138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-0110
Total participants2018-07-0148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-010
Market value of plan assets2018-06-308,206,775
Acturial value of plan assets2018-06-308,125,533
Funding target for retired participants and beneficiaries receiving payment2018-06-303,654,707
Number of terminated vested participants2018-06-3012
Fundng target for terminated vested participants2018-06-301,085,918
Active participant vested funding target2018-06-302,873,198
Number of active participants2018-06-3015
Total funding liabilities for active participants2018-06-302,918,294
Total participant count2018-06-3050
Total funding target for all participants2018-06-307,658,919
Balance at beginning of prior year after applicable adjustments2018-06-30152,800
Prefunding balance at beginning of prior year after applicable adjustments2018-06-30375,946
Carryover balanced portion elected for use to offset prior years funding requirement2018-06-300
Prefunding balanced used to offset prior years funding requirement2018-06-300
Amount remaining of carryover balance2018-06-30152,800
Amount remaining of prefunding balance2018-06-30375,946
Present value of excess contributions2018-06-303,121
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-06-303,305
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-06-300
Reductions in caryover balances due to elections or deemed elections2018-06-300
Reductions in prefunding balances due to elections or deemed elections2018-06-300
Balance of carryovers at beginning of current year2018-06-30171,029
Balance of prefunding at beginning of current year2018-06-30420,796
Total employer contributions2018-06-30188,344
Total employee contributions2018-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2018-06-300
Contributions made to avoid restrictions adjusted to valuation date2018-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-06-30182,099
Liquidity shortfalls end of Q12018-06-300
Liquidity shortfalls end of Q22018-06-300
Liquidity shortfalls end of Q32018-06-300
Liquidity shortfalls end of Q42018-06-300
Unpaid minimum required contributions for all prior years2018-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-06-300
Remaining amount of unpaid minimum required contributions2018-06-300
Minimum required contributions for current year target normal cost2018-06-30164,176
Net shortfall amortization installment of oustanding balance2018-06-300
Waiver amortization installment2018-06-300
Total funding amount beforereflecting carryover/prefunding balances2018-06-30182,114
Carryover balance elected to use to offset funding requirement2018-06-3015
Prefunding balance elected to use to offset funding requirement2018-06-300
Additional cash requirement2018-06-30182,099
Contributions allocatedtoward minimum required contributions for current year2018-06-30182,099
Unpaid minimum required contributions for current year2018-06-300
Unpaid minimum required contributions for all years2018-06-300
2017: NATIONAL RAILWAY LABOR CONFERENCE SUPPLEMENTAL PENSION PLAN 2017 401k membership
Total participants, beginning-of-year2017-07-0150
Total number of active participants reported on line 7a of the Form 55002017-07-0114
Number of retired or separated participants receiving benefits2017-07-0112
Number of other retired or separated participants entitled to future benefits2017-07-0112
Total of all active and inactive participants2017-07-0138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-0111
Total participants2017-07-0149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-010
Market value of plan assets2017-06-307,517,542
Acturial value of plan assets2017-06-307,913,420
Funding target for retired participants and beneficiaries receiving payment2017-06-303,025,731
Number of terminated vested participants2017-06-309
Fundng target for terminated vested participants2017-06-30441,222
Active participant vested funding target2017-06-303,813,451
Number of active participants2017-06-3016
Total funding liabilities for active participants2017-06-303,932,739
Total participant count2017-06-3046
Total funding target for all participants2017-06-307,399,692
Balance at beginning of prior year after applicable adjustments2017-06-30153,183
Prefunding balance at beginning of prior year after applicable adjustments2017-06-30376,888
Carryover balanced portion elected for use to offset prior years funding requirement2017-06-300
Prefunding balanced used to offset prior years funding requirement2017-06-300
Amount remaining of carryover balance2017-06-30153,183
Amount remaining of prefunding balance2017-06-30376,888
Present value of excess contributions2017-06-30259
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-06-30275
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-06-300
Reductions in caryover balances due to elections or deemed elections2017-06-300
Reductions in prefunding balances due to elections or deemed elections2017-06-300
Balance of carryovers at beginning of current year2017-06-30152,800
Balance of prefunding at beginning of current year2017-06-30375,946
Total employer contributions2017-06-30302,159
Total employee contributions2017-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2017-06-300
Contributions made to avoid restrictions adjusted to valuation date2017-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-06-30294,508
Liquidity shortfalls end of Q12017-06-300
Liquidity shortfalls end of Q22017-06-300
Liquidity shortfalls end of Q32017-06-300
Liquidity shortfalls end of Q42017-06-300
Unpaid minimum required contributions for all prior years2017-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-06-300
Remaining amount of unpaid minimum required contributions2017-06-300
Minimum required contributions for current year target normal cost2017-06-30155,201
Net shortfall amortization installment of oustanding balance2017-06-300
Waiver amortization installment2017-06-300
Total funding amount beforereflecting carryover/prefunding balances2017-06-30291,387
Carryover balance elected to use to offset funding requirement2017-06-300
Prefunding balance elected to use to offset funding requirement2017-06-300
Additional cash requirement2017-06-30291,387
Contributions allocatedtoward minimum required contributions for current year2017-06-30294,508
Unpaid minimum required contributions for current year2017-06-300
Unpaid minimum required contributions for all years2017-06-300
2016: NATIONAL RAILWAY LABOR CONFERENCE SUPPLEMENTAL PENSION PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-0146
Total number of active participants reported on line 7a of the Form 55002016-07-0115
Number of retired or separated participants receiving benefits2016-07-0111
Number of other retired or separated participants entitled to future benefits2016-07-0112
Total of all active and inactive participants2016-07-0138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-0112
Total participants2016-07-0150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-010
2015: NATIONAL RAILWAY LABOR CONFERENCE SUPPLEMENTAL PENSION PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-0149
Total number of active participants reported on line 7a of the Form 55002015-07-0116
Number of retired or separated participants receiving benefits2015-07-019
Number of other retired or separated participants entitled to future benefits2015-07-019
Total of all active and inactive participants2015-07-0134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-0112
Total participants2015-07-0146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-012
2014: NATIONAL RAILWAY LABOR CONFERENCE SUPPLEMENTAL PENSION PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-0146
Total number of active participants reported on line 7a of the Form 55002014-07-0117
Number of retired or separated participants receiving benefits2014-07-019
Number of other retired or separated participants entitled to future benefits2014-07-0110
Total of all active and inactive participants2014-07-0136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-0113
Total participants2014-07-0149
2013: NATIONAL RAILWAY LABOR CONFERENCE SUPPLEMENTAL PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-0147
Total number of active participants reported on line 7a of the Form 55002013-07-0115
Number of retired or separated participants receiving benefits2013-07-018
Number of other retired or separated participants entitled to future benefits2013-07-019
Total of all active and inactive participants2013-07-0132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-0114
Total participants2013-07-0146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-010
2012: NATIONAL RAILWAY LABOR CONFERENCE SUPPLEMENTAL PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-0149
Total number of active participants reported on line 7a of the Form 55002012-07-0116
Number of retired or separated participants receiving benefits2012-07-0110
Number of other retired or separated participants entitled to future benefits2012-07-019
Total of all active and inactive participants2012-07-0135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-0112
Total participants2012-07-0147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-010
2011: NATIONAL RAILWAY LABOR CONFERENCE SUPPLEMENTAL PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-0151
Total number of active participants reported on line 7a of the Form 55002011-07-0116
Number of retired or separated participants receiving benefits2011-07-0112
Number of other retired or separated participants entitled to future benefits2011-07-019
Total of all active and inactive participants2011-07-0137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-0112
Total participants2011-07-0149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-010
2010: NATIONAL RAILWAY LABOR CONFERENCE SUPPLEMENTAL PENSION PLAN 2010 401k membership
Total participants, beginning-of-year2010-07-0155
Total number of active participants reported on line 7a of the Form 55002010-07-0116
Number of retired or separated participants receiving benefits2010-07-0111
Number of other retired or separated participants entitled to future benefits2010-07-0110
Total of all active and inactive participants2010-07-0137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-07-0114
Total participants2010-07-0151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-07-011
2009: NATIONAL RAILWAY LABOR CONFERENCE SUPPLEMENTAL PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-0153
Total number of active participants reported on line 7a of the Form 55002009-07-0117
Number of retired or separated participants receiving benefits2009-07-0112
Number of other retired or separated participants entitled to future benefits2009-07-0110
Total of all active and inactive participants2009-07-0139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-0116
Total participants2009-07-0155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-011

Financial Data on NATIONAL RAILWAY LABOR CONFERENCE SUPPLEMENTAL PENSION PLAN

Measure Date Value
2022 : NATIONAL RAILWAY LABOR CONFERENCE SUPPLEMENTAL PENSION PLAN 2022 401k financial data
Total income from all sources2022-06-30$-897,796
Expenses. Total of all expenses incurred2022-06-30$879,068
Benefits paid (including direct rollovers)2022-06-30$808,306
Total plan assets at end of year2022-06-30$8,460,593
Total plan assets at beginning of year2022-06-30$10,237,457
Value of fidelity bond covering the plan2022-06-30$500,000
Other income received2022-06-30$-1,164,968
Net income (gross income less expenses)2022-06-30$-1,776,864
Net plan assets at end of year (total assets less liabilities)2022-06-30$8,460,593
Net plan assets at beginning of year (total assets less liabilities)2022-06-30$10,237,457
Total contributions received or receivable from employer(s)2022-06-30$267,172
Expenses. Administrative service providers (salaries,fees and commissions)2022-06-30$70,762
2021 : NATIONAL RAILWAY LABOR CONFERENCE SUPPLEMENTAL PENSION PLAN 2021 401k financial data
Total income from all sources2021-06-30$2,636,939
Expenses. Total of all expenses incurred2021-06-30$890,500
Benefits paid (including direct rollovers)2021-06-30$823,087
Total plan assets at end of year2021-06-30$10,237,457
Total plan assets at beginning of year2021-06-30$8,491,018
Value of fidelity bond covering the plan2021-06-30$500,000
Other income received2021-06-30$2,080,139
Net income (gross income less expenses)2021-06-30$1,746,439
Net plan assets at end of year (total assets less liabilities)2021-06-30$10,237,457
Net plan assets at beginning of year (total assets less liabilities)2021-06-30$8,491,018
Total contributions received or receivable from employer(s)2021-06-30$556,800
Expenses. Administrative service providers (salaries,fees and commissions)2021-06-30$67,413
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-06-30$0
2020 : NATIONAL RAILWAY LABOR CONFERENCE SUPPLEMENTAL PENSION PLAN 2020 401k financial data
Total income from all sources2020-06-30$619,398
Expenses. Total of all expenses incurred2020-06-30$841,828
Benefits paid (including direct rollovers)2020-06-30$772,634
Total plan assets at end of year2020-06-30$8,491,018
Total plan assets at beginning of year2020-06-30$8,713,448
Value of fidelity bond covering the plan2020-06-30$500,000
Other income received2020-06-30$487,851
Net income (gross income less expenses)2020-06-30$-222,430
Net plan assets at end of year (total assets less liabilities)2020-06-30$8,491,018
Net plan assets at beginning of year (total assets less liabilities)2020-06-30$8,713,448
Total contributions received or receivable from employer(s)2020-06-30$131,547
Expenses. Administrative service providers (salaries,fees and commissions)2020-06-30$69,194
2019 : NATIONAL RAILWAY LABOR CONFERENCE SUPPLEMENTAL PENSION PLAN 2019 401k financial data
Total income from all sources2019-06-30$766,146
Expenses. Total of all expenses incurred2019-06-30$593,336
Benefits paid (including direct rollovers)2019-06-30$533,246
Total plan assets at end of year2019-06-30$8,713,448
Total plan assets at beginning of year2019-06-30$8,540,638
Value of fidelity bond covering the plan2019-06-30$500,000
Other income received2019-06-30$584,030
Net income (gross income less expenses)2019-06-30$172,810
Net plan assets at end of year (total assets less liabilities)2019-06-30$8,713,448
Net plan assets at beginning of year (total assets less liabilities)2019-06-30$8,540,638
Total contributions received or receivable from employer(s)2019-06-30$182,116
Expenses. Administrative service providers (salaries,fees and commissions)2019-06-30$60,090
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-06-30$0
2018 : NATIONAL RAILWAY LABOR CONFERENCE SUPPLEMENTAL PENSION PLAN 2018 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-06-30$0
2017 : NATIONAL RAILWAY LABOR CONFERENCE SUPPLEMENTAL PENSION PLAN 2017 401k financial data
Total income from all sources2017-06-30$1,199,649
Expenses. Total of all expenses incurred2017-06-30$497,990
Benefits paid (including direct rollovers)2017-06-30$437,974
Total plan assets at end of year2017-06-30$8,190,137
Total plan assets at beginning of year2017-06-30$7,488,478
Value of fidelity bond covering the plan2017-06-30$500,000
Other income received2017-06-30$887,485
Net income (gross income less expenses)2017-06-30$701,659
Net plan assets at end of year (total assets less liabilities)2017-06-30$8,190,137
Net plan assets at beginning of year (total assets less liabilities)2017-06-30$7,488,478
Total contributions received or receivable from employer(s)2017-06-30$312,164
Expenses. Administrative service providers (salaries,fees and commissions)2017-06-30$60,016
2016 : NATIONAL RAILWAY LABOR CONFERENCE SUPPLEMENTAL PENSION PLAN 2016 401k financial data
Total income from all sources2016-06-30$329,888
Expenses. Total of all expenses incurred2016-06-30$474,193
Benefits paid (including direct rollovers)2016-06-30$420,415
Total plan assets at end of year2016-06-30$7,488,478
Total plan assets at beginning of year2016-06-30$7,632,783
Value of fidelity bond covering the plan2016-06-30$500,000
Other income received2016-06-30$-10,177
Net income (gross income less expenses)2016-06-30$-144,305
Net plan assets at end of year (total assets less liabilities)2016-06-30$7,488,478
Net plan assets at beginning of year (total assets less liabilities)2016-06-30$7,632,783
Total contributions received or receivable from employer(s)2016-06-30$340,065
Expenses. Administrative service providers (salaries,fees and commissions)2016-06-30$53,778
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-06-30$0
2015 : NATIONAL RAILWAY LABOR CONFERENCE SUPPLEMENTAL PENSION PLAN 2015 401k financial data
Total income from all sources2015-06-30$892,200
Expenses. Total of all expenses incurred2015-06-30$473,651
Benefits paid (including direct rollovers)2015-06-30$423,424
Total plan assets at end of year2015-06-30$7,632,783
Total plan assets at beginning of year2015-06-30$7,214,234
Value of fidelity bond covering the plan2015-06-30$500,000
Other income received2015-06-30$394,850
Net income (gross income less expenses)2015-06-30$418,549
Net plan assets at end of year (total assets less liabilities)2015-06-30$7,632,783
Net plan assets at beginning of year (total assets less liabilities)2015-06-30$7,214,234
Total contributions received or receivable from employer(s)2015-06-30$497,350
Expenses. Administrative service providers (salaries,fees and commissions)2015-06-30$50,227
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-06-30$0
2014 : NATIONAL RAILWAY LABOR CONFERENCE SUPPLEMENTAL PENSION PLAN 2014 401k financial data
Total income from all sources2014-06-30$1,402,396
Expenses. Total of all expenses incurred2014-06-30$510,190
Benefits paid (including direct rollovers)2014-06-30$454,780
Total plan assets at end of year2014-06-30$7,214,234
Total plan assets at beginning of year2014-06-30$6,322,028
Value of fidelity bond covering the plan2014-06-30$500,000
Other income received2014-06-30$1,001,024
Net income (gross income less expenses)2014-06-30$892,206
Net plan assets at end of year (total assets less liabilities)2014-06-30$7,214,234
Net plan assets at beginning of year (total assets less liabilities)2014-06-30$6,322,028
Total contributions received or receivable from employer(s)2014-06-30$401,372
Expenses. Administrative service providers (salaries,fees and commissions)2014-06-30$55,410
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-06-30$0
2013 : NATIONAL RAILWAY LABOR CONFERENCE SUPPLEMENTAL PENSION PLAN 2013 401k financial data
Total income from all sources2013-06-30$1,365,882
Expenses. Total of all expenses incurred2013-06-30$504,581
Benefits paid (including direct rollovers)2013-06-30$458,800
Total plan assets at end of year2013-06-30$6,322,028
Total plan assets at beginning of year2013-06-30$5,460,727
Value of fidelity bond covering the plan2013-06-30$500,000
Other income received2013-06-30$654,897
Net income (gross income less expenses)2013-06-30$861,301
Net plan assets at end of year (total assets less liabilities)2013-06-30$6,322,028
Net plan assets at beginning of year (total assets less liabilities)2013-06-30$5,460,727
Total contributions received or receivable from employer(s)2013-06-30$710,985
Expenses. Administrative service providers (salaries,fees and commissions)2013-06-30$45,781
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-06-30$0
2012 : NATIONAL RAILWAY LABOR CONFERENCE SUPPLEMENTAL PENSION PLAN 2012 401k financial data
Total income from all sources2012-06-30$634,059
Expenses. Total of all expenses incurred2012-06-30$526,466
Benefits paid (including direct rollovers)2012-06-30$472,697
Total plan assets at end of year2012-06-30$5,460,727
Total plan assets at beginning of year2012-06-30$5,353,134
Value of fidelity bond covering the plan2012-06-30$500,000
Other income received2012-06-30$107,953
Net income (gross income less expenses)2012-06-30$107,593
Net plan assets at end of year (total assets less liabilities)2012-06-30$5,460,727
Net plan assets at beginning of year (total assets less liabilities)2012-06-30$5,353,134
Total contributions received or receivable from employer(s)2012-06-30$526,106
Expenses. Administrative service providers (salaries,fees and commissions)2012-06-30$53,769
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-06-30$0
2011 : NATIONAL RAILWAY LABOR CONFERENCE SUPPLEMENTAL PENSION PLAN 2011 401k financial data
Total income from all sources2011-06-30$1,482,175
Expenses. Total of all expenses incurred2011-06-30$494,095
Benefits paid (including direct rollovers)2011-06-30$449,429
Total plan assets at end of year2011-06-30$5,353,134
Total plan assets at beginning of year2011-06-30$4,365,054
Value of fidelity bond covering the plan2011-06-30$500,000
Expenses. Other expenses not covered elsewhere2011-06-30$44,666
Other income received2011-06-30$943,822
Net income (gross income less expenses)2011-06-30$988,080
Net plan assets at end of year (total assets less liabilities)2011-06-30$5,353,134
Net plan assets at beginning of year (total assets less liabilities)2011-06-30$4,365,054
Total contributions received or receivable from employer(s)2011-06-30$538,353
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-06-30$0
2010 : NATIONAL RAILWAY LABOR CONFERENCE SUPPLEMENTAL PENSION PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-06-30$0

Form 5500 Responses for NATIONAL RAILWAY LABOR CONFERENCE SUPPLEMENTAL PENSION PLAN

2021: NATIONAL RAILWAY LABOR CONFERENCE SUPPLEMENTAL PENSION PLAN 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01Submission has been amendedNo
2021-07-01This submission is the final filingNo
2021-07-01This return/report is a short plan year return/report (less than 12 months)No
2021-07-01Plan is a collectively bargained planNo
2021-07-01Plan funding arrangement – InsuranceYes
2021-07-01Plan funding arrangement – TrustYes
2021-07-01Plan benefit arrangement – InsuranceYes
2021-07-01Plan benefit arrangement - TrustYes
2020: NATIONAL RAILWAY LABOR CONFERENCE SUPPLEMENTAL PENSION PLAN 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Submission has been amendedNo
2020-07-01This submission is the final filingNo
2020-07-01This return/report is a short plan year return/report (less than 12 months)No
2020-07-01Plan is a collectively bargained planNo
2020-07-01Plan funding arrangement – InsuranceYes
2020-07-01Plan funding arrangement – TrustYes
2020-07-01Plan benefit arrangement – InsuranceYes
2020-07-01Plan benefit arrangement - TrustYes
2019: NATIONAL RAILWAY LABOR CONFERENCE SUPPLEMENTAL PENSION PLAN 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Submission has been amendedNo
2019-07-01This submission is the final filingNo
2019-07-01This return/report is a short plan year return/report (less than 12 months)No
2019-07-01Plan is a collectively bargained planNo
2019-07-01Plan funding arrangement – InsuranceYes
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement – InsuranceYes
2019-07-01Plan benefit arrangement - TrustYes
2018: NATIONAL RAILWAY LABOR CONFERENCE SUPPLEMENTAL PENSION PLAN 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Submission has been amendedNo
2018-07-01This submission is the final filingNo
2018-07-01This return/report is a short plan year return/report (less than 12 months)No
2018-07-01Plan is a collectively bargained planNo
2018-07-01Plan funding arrangement – InsuranceYes
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement – InsuranceYes
2018-07-01Plan benefit arrangement - TrustYes
2017: NATIONAL RAILWAY LABOR CONFERENCE SUPPLEMENTAL PENSION PLAN 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Submission has been amendedNo
2017-07-01This submission is the final filingNo
2017-07-01This return/report is a short plan year return/report (less than 12 months)No
2017-07-01Plan is a collectively bargained planNo
2017-07-01Plan funding arrangement – InsuranceYes
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement – InsuranceYes
2017-07-01Plan benefit arrangement - TrustYes
2016: NATIONAL RAILWAY LABOR CONFERENCE SUPPLEMENTAL PENSION PLAN 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Submission has been amendedNo
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planNo
2016-07-01Plan funding arrangement – InsuranceYes
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement – InsuranceYes
2016-07-01Plan benefit arrangement - TrustYes
2015: NATIONAL RAILWAY LABOR CONFERENCE SUPPLEMENTAL PENSION PLAN 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – InsuranceYes
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement – InsuranceYes
2015-07-01Plan benefit arrangement - TrustYes
2014: NATIONAL RAILWAY LABOR CONFERENCE SUPPLEMENTAL PENSION PLAN 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planNo
2014-07-01Plan funding arrangement – InsuranceYes
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement – InsuranceYes
2014-07-01Plan benefit arrangement - TrustYes
2013: NATIONAL RAILWAY LABOR CONFERENCE SUPPLEMENTAL PENSION PLAN 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Submission has been amendedNo
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planNo
2013-07-01Plan funding arrangement – InsuranceYes
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement – InsuranceYes
2013-07-01Plan benefit arrangement - TrustYes
2012: NATIONAL RAILWAY LABOR CONFERENCE SUPPLEMENTAL PENSION PLAN 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedNo
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – InsuranceYes
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement – InsuranceYes
2012-07-01Plan benefit arrangement - TrustYes
2011: NATIONAL RAILWAY LABOR CONFERENCE SUPPLEMENTAL PENSION PLAN 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Submission has been amendedNo
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planNo
2011-07-01Plan funding arrangement – InsuranceYes
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement – InsuranceYes
2011-07-01Plan benefit arrangement - TrustYes
2010: NATIONAL RAILWAY LABOR CONFERENCE SUPPLEMENTAL PENSION PLAN 2010 form 5500 responses
2010-07-01Type of plan entitySingle employer plan
2010-07-01Submission has been amendedYes
2010-07-01This submission is the final filingNo
2010-07-01This return/report is a short plan year return/report (less than 12 months)No
2010-07-01Plan is a collectively bargained planNo
2010-07-01Plan funding arrangement – InsuranceYes
2010-07-01Plan funding arrangement – TrustYes
2010-07-01Plan benefit arrangement – InsuranceYes
2010-07-01Plan benefit arrangement - TrustYes
2009: NATIONAL RAILWAY LABOR CONFERENCE SUPPLEMENTAL PENSION PLAN 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Submission has been amendedNo
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planNo
2009-07-01Plan funding arrangement – InsuranceYes
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement – InsuranceYes
2009-07-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number017097
Policy instance 1
Insurance contract or identification number017097
Number of Individuals Covered49
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberIN-17097
Policy instance 1
Insurance contract or identification numberIN-17097
Number of Individuals Covered48
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberIN-17097
Policy instance 1
Insurance contract or identification numberIN-17097
Number of Individuals Covered49
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberIN-17097
Policy instance 1
Insurance contract or identification numberIN-17097
Number of Individuals Covered48
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberIN-17097
Policy instance 1
Insurance contract or identification numberIN-17097
Number of Individuals Covered49
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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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