BOARD OF TRUSTEES OF WISCONSIN STATE AFL-CIO has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan WISCONSIN STATE AFL-CIO EMPLOYEES' PENSION PLAN
401k plan membership statisitcs for WISCONSIN STATE AFL-CIO EMPLOYEES' PENSION PLAN
| Measure | Date | Value |
|---|
| 2017: WISCONSIN STATE AFL-CIO EMPLOYEES' PENSION PLAN 2017 401k membership |
|---|
| Market value of plan assets | 2017-07-01 | 5,521,415 |
| Acturial value of plan assets | 2017-07-01 | 5,521,415 |
| Funding target for retired participants and beneficiaries receiving payment | 2017-07-01 | 4,152,889 |
| Number of terminated vested participants | 2017-07-01 | 25 |
| Fundng target for terminated vested participants | 2017-07-01 | 1,141,061 |
| Active participant vested funding target | 2017-07-01 | 1,050,348 |
| Number of active participants | 2017-07-01 | 3 |
| Total funding liabilities for active participants | 2017-07-01 | 1,066,096 |
| Total participant count | 2017-07-01 | 56 |
| Total funding target for all participants | 2017-07-01 | 6,360,046 |
| Balance at beginning of prior year after applicable adjustments | 2017-07-01 | 0 |
| Prefunding balance at beginning of prior year after applicable adjustments | 2017-07-01 | 114,354 |
| Carryover balanced portion elected for use to offset prior years funding requirement | 2017-07-01 | 0 |
| Prefunding balanced used to offset prior years funding requirement | 2017-07-01 | 114,354 |
| Present value of excess contributions | 2017-07-01 | 68,080 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2017-07-01 | 70,579 |
| Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2017-07-01 | 70,579 |
| Reductions in caryover balances due to elections or deemed elections | 2017-07-01 | 0 |
| Reductions in prefunding balances due to elections or deemed elections | 2017-07-01 | 0 |
| Balance of carryovers at beginning of current year | 2017-07-01 | 0 |
| Balance of prefunding at beginning of current year | 2017-07-01 | 70,579 |
| Total employer contributions | 2017-07-01 | 85,970 |
| Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2017-07-01 | 81,834 |
| Remaining amount of unpaid minimum required contributions | 2017-07-01 | 0 |
| Minimum required contributions for current year target normal cost | 2017-07-01 | 54,825 |
| Net shortfall amortization installment of oustanding balance | 2017-07-01 | 909,210 |
| Total funding amount beforereflecting carryover/prefunding balances | 2017-07-01 | 152,278 |
| Carryover balance elected to use to offset funding requirement | 2017-07-01 | 0 |
| Prefunding balance elected to use to offset funding requirement | 2017-07-01 | 70,579 |
| Additional cash requirement | 2017-07-01 | 81,699 |
| Contributions allocatedtoward minimum required contributions for current year | 2017-07-01 | 81,834 |
| Unpaid minimum required contributions for current year | 2017-07-01 | 0 |
| Total participants, beginning-of-year | 2017-01-01 | 56 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 3 |
| Number of retired or separated participants receiving benefits | 2017-01-01 | 30 |
| Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 20 |
| Total of all active and inactive participants | 2017-01-01 | 53 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 2 |
| Total participants | 2017-01-01 | 55 |
| 2016: WISCONSIN STATE AFL-CIO EMPLOYEES' PENSION PLAN 2016 401k membership |
|---|
| Market value of plan assets | 2016-12-31 | 5,534,035 |
| Acturial value of plan assets | 2016-12-31 | 5,534,035 |
| Funding target for retired participants and beneficiaries receiving payment | 2016-12-31 | 3,570,684 |
| Number of terminated vested participants | 2016-12-31 | 25 |
| Fundng target for terminated vested participants | 2016-12-31 | 1,565,042 |
| Active participant vested funding target | 2016-12-31 | 993,170 |
| Number of active participants | 2016-12-31 | 3 |
| Total funding liabilities for active participants | 2016-12-31 | 996,592 |
| Total participant count | 2016-12-31 | 56 |
| Total funding target for all participants | 2016-12-31 | 6,132,318 |
| Balance at beginning of prior year after applicable adjustments | 2016-12-31 | 11,364 |
| Prefunding balance at beginning of prior year after applicable adjustments | 2016-12-31 | 195,725 |
| Carryover balanced portion elected for use to offset prior years funding requirement | 2016-12-31 | 11,364 |
| Prefunding balanced used to offset prior years funding requirement | 2016-12-31 | 79,453 |
| Amount remaining of prefunding balance | 2016-12-31 | 116,272 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2016-12-31 | 0 |
| Balance of carryovers at beginning of current year | 2016-12-31 | 0 |
| Balance of prefunding at beginning of current year | 2016-12-31 | 114,354 |
| Total employer contributions | 2016-12-31 | 262,650 |
| Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2016-12-31 | 248,225 |
| Remaining amount of unpaid minimum required contributions | 2016-12-31 | 0 |
| Minimum required contributions for current year target normal cost | 2016-12-31 | 80,006 |
| Net shortfall amortization installment of oustanding balance | 2016-12-31 | 712,637 |
| Total funding amount beforereflecting carryover/prefunding balances | 2016-12-31 | 294,499 |
| Carryover balance elected to use to offset funding requirement | 2016-12-31 | 0 |
| Prefunding balance elected to use to offset funding requirement | 2016-12-31 | 114,354 |
| Additional cash requirement | 2016-12-31 | 180,145 |
| Contributions allocatedtoward minimum required contributions for current year | 2016-12-31 | 248,225 |
| Unpaid minimum required contributions for current year | 2016-12-31 | 0 |
| Total participants, beginning-of-year | 2016-01-01 | 57 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 3 |
| Number of retired or separated participants receiving benefits | 2016-01-01 | 29 |
| Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 22 |
| Total of all active and inactive participants | 2016-01-01 | 54 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 2 |
| Total participants | 2016-01-01 | 56 |
| 2015: WISCONSIN STATE AFL-CIO EMPLOYEES' PENSION PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 56 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 4 |
| Number of retired or separated participants receiving benefits | 2015-01-01 | 26 |
| Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 25 |
| Total of all active and inactive participants | 2015-01-01 | 55 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 2 |
| Total participants | 2015-01-01 | 57 |
| 2014: WISCONSIN STATE AFL-CIO EMPLOYEES' PENSION PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 59 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 4 |
| Number of retired or separated participants receiving benefits | 2014-01-01 | 26 |
| Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 25 |
| Total of all active and inactive participants | 2014-01-01 | 55 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 1 |
| Total participants | 2014-01-01 | 56 |
| 2013: WISCONSIN STATE AFL-CIO EMPLOYEES' PENSION PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 61 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 5 |
| Number of retired or separated participants receiving benefits | 2013-01-01 | 25 |
| Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 27 |
| Total of all active and inactive participants | 2013-01-01 | 57 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 2 |
| Total participants | 2013-01-01 | 59 |
| 2012: WISCONSIN STATE AFL-CIO EMPLOYEES' PENSION PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 59 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 7 |
| Number of retired or separated participants receiving benefits | 2012-01-01 | 24 |
| Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 28 |
| Total of all active and inactive participants | 2012-01-01 | 59 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 2 |
| Total participants | 2012-01-01 | 61 |
| 2011: WISCONSIN STATE AFL-CIO EMPLOYEES' PENSION PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 59 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 7 |
| Number of retired or separated participants receiving benefits | 2011-01-01 | 21 |
| Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 29 |
| Total of all active and inactive participants | 2011-01-01 | 57 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 2 |
| Total participants | 2011-01-01 | 59 |
| 2009: WISCONSIN STATE AFL-CIO EMPLOYEES' PENSION PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 60 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 8 |
| Number of retired or separated participants receiving benefits | 2009-01-01 | 18 |
| Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 32 |
| Total of all active and inactive participants | 2009-01-01 | 58 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 2 |
| Total participants | 2009-01-01 | 60 |
| Measure | Date | Value |
|---|
| 2017 : WISCONSIN STATE AFL-CIO EMPLOYEES' PENSION PLAN 2017 401k financial data |
|---|
| Transfers to/from the plan | 2017-07-01 | $-5,527,649 |
| Total income from all sources | 2017-07-01 | $355,281 |
| Expenses. Total of all expenses incurred | 2017-07-01 | $352,569 |
| Benefits paid (including direct rollovers) | 2017-07-01 | $253,581 |
| Total plan assets at beginning of year | 2017-07-01 | $5,524,937 |
| Value of fidelity bond covering the plan | 2017-07-01 | $500,000 |
| Expenses. Other expenses not covered elsewhere | 2017-07-01 | $38,789 |
| Other income received | 2017-07-01 | $355,281 |
| Net income (gross income less expenses) | 2017-07-01 | $2,712 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-07-01 | $5,524,937 |
| Total contributions received or receivable from employer(s) | 2017-07-01 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-07-01 | $60,199 |
| 2016 : WISCONSIN STATE AFL-CIO EMPLOYEES' PENSION PLAN 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $508,180 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $513,366 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $425,173 |
| Total plan assets at end of year | 2016-12-31 | $5,524,937 |
| Total plan assets at beginning of year | 2016-12-31 | $5,530,123 |
| Value of fidelity bond covering the plan | 2016-12-31 | $500,000 |
| Expenses. Other expenses not covered elsewhere | 2016-12-31 | $25,732 |
| Other income received | 2016-12-31 | $245,530 |
| Net income (gross income less expenses) | 2016-12-31 | $-5,186 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $5,524,937 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $5,530,123 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $262,650 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $62,461 |
| 2015 : WISCONSIN STATE AFL-CIO EMPLOYEES' PENSION PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $187,751 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $470,047 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $368,666 |
| Total plan assets at end of year | 2015-12-31 | $5,530,123 |
| Total plan assets at beginning of year | 2015-12-31 | $5,812,419 |
| Value of fidelity bond covering the plan | 2015-12-31 | $500,000 |
| Expenses. Other expenses not covered elsewhere | 2015-12-31 | $24,012 |
| Other income received | 2015-12-31 | $-50,778 |
| Net income (gross income less expenses) | 2015-12-31 | $-282,296 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $5,530,123 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $5,812,419 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $238,529 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $77,369 |
| 2014 : WISCONSIN STATE AFL-CIO EMPLOYEES' PENSION PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $420,183 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $508,631 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $380,241 |
| Total plan assets at end of year | 2014-12-31 | $5,812,419 |
| Total plan assets at beginning of year | 2014-12-31 | $5,900,867 |
| Value of fidelity bond covering the plan | 2014-12-31 | $500,000 |
| Expenses. Other expenses not covered elsewhere | 2014-12-31 | $41,584 |
| Other income received | 2014-12-31 | $251,502 |
| Net income (gross income less expenses) | 2014-12-31 | $-88,448 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $5,812,419 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $5,900,867 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $168,681 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $86,806 |
| 2013 : WISCONSIN STATE AFL-CIO EMPLOYEES' PENSION PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $926,421 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $465,482 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $373,909 |
| Total plan assets at end of year | 2013-12-31 | $5,900,867 |
| Total plan assets at beginning of year | 2013-12-31 | $5,439,928 |
| Value of fidelity bond covering the plan | 2013-12-31 | $500,000 |
| Expenses. Other expenses not covered elsewhere | 2013-12-31 | $91,573 |
| Other income received | 2013-12-31 | $658,823 |
| Net income (gross income less expenses) | 2013-12-31 | $460,939 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $5,900,867 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $5,439,928 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $267,598 |
| 2012 : WISCONSIN STATE AFL-CIO EMPLOYEES' PENSION PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $1,000,555 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $400,579 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $362,185 |
| Total plan assets at end of year | 2012-12-31 | $5,439,928 |
| Total plan assets at beginning of year | 2012-12-31 | $4,839,952 |
| Value of fidelity bond covering the plan | 2012-12-31 | $500,000 |
| Expenses. Other expenses not covered elsewhere | 2012-12-31 | $38,394 |
| Other income received | 2012-12-31 | $556,794 |
| Net income (gross income less expenses) | 2012-12-31 | $599,976 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $5,439,928 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $4,839,952 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $443,761 |
| 2011 : WISCONSIN STATE AFL-CIO EMPLOYEES' PENSION PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $267,541 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $338,951 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $297,923 |
| Total plan assets at end of year | 2011-12-31 | $4,839,952 |
| Total plan assets at beginning of year | 2011-12-31 | $4,911,362 |
| Value of fidelity bond covering the plan | 2011-12-31 | $500,000 |
| Other income received | 2011-12-31 | $8,642 |
| Net income (gross income less expenses) | 2011-12-31 | $-71,410 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $4,839,952 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $4,911,362 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $258,899 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $41,028 |
| 2010 : WISCONSIN STATE AFL-CIO EMPLOYEES' PENSION PLAN 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $774,736 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $291,509 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $251,046 |
| Total plan assets at end of year | 2010-12-31 | $4,911,362 |
| Total plan assets at beginning of year | 2010-12-31 | $4,428,135 |
| Value of fidelity bond covering the plan | 2010-12-31 | $500,000 |
| Other income received | 2010-12-31 | $450,817 |
| Net income (gross income less expenses) | 2010-12-31 | $483,227 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $4,911,362 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $4,428,135 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $323,919 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $40,463 |
| 2017: WISCONSIN STATE AFL-CIO EMPLOYEES' PENSION PLAN 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | This submission is the final filing | Yes |
| 2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
| 2017-01-01 | Plan is a collectively bargained plan | Yes |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: WISCONSIN STATE AFL-CIO EMPLOYEES' PENSION PLAN 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Plan is a collectively bargained plan | Yes |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: WISCONSIN STATE AFL-CIO EMPLOYEES' PENSION PLAN 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Plan is a collectively bargained plan | Yes |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: WISCONSIN STATE AFL-CIO EMPLOYEES' PENSION PLAN 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Plan is a collectively bargained plan | Yes |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: WISCONSIN STATE AFL-CIO EMPLOYEES' PENSION PLAN 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Plan is a collectively bargained plan | Yes |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: WISCONSIN STATE AFL-CIO EMPLOYEES' PENSION PLAN 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Plan is a collectively bargained plan | Yes |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: WISCONSIN STATE AFL-CIO EMPLOYEES' PENSION PLAN 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Plan is a collectively bargained plan | Yes |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: WISCONSIN STATE AFL-CIO EMPLOYEES' PENSION PLAN 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | Plan is a collectively bargained plan | Yes |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
| MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 ) |
| Policy contract number | 39G 07442 |
| Policy instance | 1 |
| Insurance contract or identification number | 39G 07442 | | Number of Individuals Covered | 55 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-07-01 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 ) |
| Policy contract number | 39G 07442 |
| Policy instance | 1 |
| Insurance contract or identification number | 39G 07442 | | Number of Individuals Covered | 57 | | Insurance policy start date | 2015-01-01 | | Insurance policy end date | 2015-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 ) |
| Policy contract number | 39G 07442 |
| Policy instance | 1 |
| Insurance contract or identification number | 39G 07442 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 ) |
| Policy contract number | 39G 07442 |
| Policy instance | 1 |
| Insurance contract or identification number | 39G 07442 | | Number of Individuals Covered | 59 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 ) |
| Policy contract number | 39G 07442 |
| Policy instance | 1 |
| Insurance contract or identification number | 39G 07442 | | Number of Individuals Covered | 59 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 ) |
| Policy contract number | 39G 07442 |
| Policy instance | 1 |
| Insurance contract or identification number | 39G 07442 | | Number of Individuals Covered | 59 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 ) |
| Policy contract number | 39G 07442 |
| Policy instance | 1 |
| Insurance contract or identification number | 39G 07442 | | Insurance policy start date | 2010-01-01 | | Insurance policy end date | 2010-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
