CONSOLIDATED ELECTRIC COOPERATIVE has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan CONSOLIDATED ELECTRIC COOPERATIVE EMPLOYEES RETIREMENT INCOME PLAN
401k plan membership statisitcs for CONSOLIDATED ELECTRIC COOPERATIVE EMPLOYEES RETIREMENT INCOME PLAN
| Measure | Date | Value |
|---|
| 2019: CONSOLIDATED ELECTRIC COOPERATIVE EMPLOYEES RETIREMENT INCOME PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 32 |
| Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 0 |
| Total of all active and inactive participants | 2019-01-01 | 0 |
| Total participants | 2019-01-01 | 0 |
| Number of participants with account balances | 2019-01-01 | 0 |
| 2018: CONSOLIDATED ELECTRIC COOPERATIVE EMPLOYEES RETIREMENT INCOME PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 35 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 27 |
| Number of retired or separated participants receiving benefits | 2018-01-01 | 3 |
| Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 2 |
| Total of all active and inactive participants | 2018-01-01 | 32 |
| Total participants | 2018-01-01 | 32 |
| Number of participants with account balances | 2018-01-01 | 32 |
| 2017: CONSOLIDATED ELECTRIC COOPERATIVE EMPLOYEES RETIREMENT INCOME PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 34 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 30 |
| Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 5 |
| Total of all active and inactive participants | 2017-01-01 | 35 |
| Total participants | 2017-01-01 | 35 |
| Number of participants with account balances | 2017-01-01 | 35 |
| 2016: CONSOLIDATED ELECTRIC COOPERATIVE EMPLOYEES RETIREMENT INCOME PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 34 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 31 |
| Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 3 |
| Total of all active and inactive participants | 2016-01-01 | 34 |
| Total participants | 2016-01-01 | 34 |
| Number of participants with account balances | 2016-01-01 | 34 |
| 2015: CONSOLIDATED ELECTRIC COOPERATIVE EMPLOYEES RETIREMENT INCOME PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 34 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 32 |
| Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 2 |
| Total of all active and inactive participants | 2015-01-01 | 34 |
| Total participants | 2015-01-01 | 34 |
| Number of participants with account balances | 2015-01-01 | 34 |
| 2014: CONSOLIDATED ELECTRIC COOPERATIVE EMPLOYEES RETIREMENT INCOME PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 35 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 32 |
| Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 2 |
| Total of all active and inactive participants | 2014-01-01 | 34 |
| Total participants | 2014-01-01 | 34 |
| Number of participants with account balances | 2014-01-01 | 34 |
| 2013: CONSOLIDATED ELECTRIC COOPERATIVE EMPLOYEES RETIREMENT INCOME PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 36 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 32 |
| Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 3 |
| Total of all active and inactive participants | 2013-01-01 | 35 |
| Total participants | 2013-01-01 | 35 |
| Number of participants with account balances | 2013-01-01 | 35 |
| 2012: CONSOLIDATED ELECTRIC COOPERATIVE EMPLOYEES RETIREMENT INCOME PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 37 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 32 |
| Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 4 |
| Total of all active and inactive participants | 2012-01-01 | 36 |
| Total participants | 2012-01-01 | 36 |
| Number of participants with account balances | 2012-01-01 | 36 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 1 |
| 2011: CONSOLIDATED ELECTRIC COOPERATIVE EMPLOYEES RETIREMENT INCOME PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 37 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 33 |
| Number of retired or separated participants receiving benefits | 2011-01-01 | 4 |
| Total of all active and inactive participants | 2011-01-01 | 37 |
| Total participants | 2011-01-01 | 37 |
| Number of participants with account balances | 2011-01-01 | 37 |
| 2010: CONSOLIDATED ELECTRIC COOPERATIVE EMPLOYEES RETIREMENT INCOME PLAN 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-01-01 | 36 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 34 |
| Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 3 |
| Total of all active and inactive participants | 2010-01-01 | 37 |
| Total participants | 2010-01-01 | 37 |
| Number of participants with account balances | 2010-01-01 | 37 |
| 2009: CONSOLIDATED ELECTRIC COOPERATIVE EMPLOYEES RETIREMENT INCOME PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 33 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 33 |
| Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 3 |
| Total of all active and inactive participants | 2009-01-01 | 36 |
| Total participants | 2009-01-01 | 36 |
| Number of participants with account balances | 2009-01-01 | 36 |
| Measure | Date | Value |
|---|
| 2019 : CONSOLIDATED ELECTRIC COOPERATIVE EMPLOYEES RETIREMENT INCOME PLAN 2019 401k financial data |
|---|
| Transfers to/from the plan | 2019-03-29 | $0 |
| Total income from all sources | 2019-03-29 | $610,259 |
| Expenses. Total of all expenses incurred | 2019-03-29 | $6,489,839 |
| Benefits paid (including direct rollovers) | 2019-03-29 | $6,484,434 |
| Total plan assets at end of year | 2019-03-29 | $0 |
| Total plan assets at beginning of year | 2019-03-29 | $5,879,580 |
| Value of fidelity bond covering the plan | 2019-03-29 | $500,000 |
| Expenses. Other expenses not covered elsewhere | 2019-03-29 | $5,405 |
| Other income received | 2019-03-29 | $571,807 |
| Net income (gross income less expenses) | 2019-03-29 | $-5,879,580 |
| Net plan assets at end of year (total assets less liabilities) | 2019-03-29 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-03-29 | $5,879,580 |
| Total contributions received or receivable from employer(s) | 2019-03-29 | $38,452 |
| 2018 : CONSOLIDATED ELECTRIC COOPERATIVE EMPLOYEES RETIREMENT INCOME PLAN 2018 401k financial data |
|---|
| Total income from all sources | 2018-12-31 | $-101,683 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $1,311,945 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $1,311,702 |
| Total plan assets at end of year | 2018-12-31 | $5,879,580 |
| Total plan assets at beginning of year | 2018-12-31 | $7,293,208 |
| Value of fidelity bond covering the plan | 2018-12-31 | $500,000 |
| Expenses. Other expenses not covered elsewhere | 2018-12-31 | $243 |
| Other income received | 2018-12-31 | $-266,636 |
| Net income (gross income less expenses) | 2018-12-31 | $-1,413,628 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $5,879,580 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $7,293,208 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $164,953 |
| 2017 : CONSOLIDATED ELECTRIC COOPERATIVE EMPLOYEES RETIREMENT INCOME PLAN 2017 401k financial data |
|---|
| Total income from all sources | 2017-12-31 | $1,037,942 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $381,529 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $381,529 |
| Total plan assets at end of year | 2017-12-31 | $7,293,208 |
| Total plan assets at beginning of year | 2017-12-31 | $6,636,795 |
| Value of fidelity bond covering the plan | 2017-12-31 | $500,000 |
| Other income received | 2017-12-31 | $894,770 |
| Net income (gross income less expenses) | 2017-12-31 | $656,413 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $7,293,208 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $6,636,795 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $143,172 |
| 2016 : CONSOLIDATED ELECTRIC COOPERATIVE EMPLOYEES RETIREMENT INCOME PLAN 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $500,844 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $8,749 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $8,749 |
| Total plan assets at end of year | 2016-12-31 | $6,636,795 |
| Total plan assets at beginning of year | 2016-12-31 | $6,144,700 |
| Value of fidelity bond covering the plan | 2016-12-31 | $500,000 |
| Other income received | 2016-12-31 | $342,976 |
| Net income (gross income less expenses) | 2016-12-31 | $492,095 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $6,636,795 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $6,144,700 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $157,868 |
| 2015 : CONSOLIDATED ELECTRIC COOPERATIVE EMPLOYEES RETIREMENT INCOME PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $115,220 |
| Total plan assets at end of year | 2015-12-31 | $6,144,700 |
| Total plan assets at beginning of year | 2015-12-31 | $6,029,480 |
| Value of fidelity bond covering the plan | 2015-12-31 | $500,000 |
| Other income received | 2015-12-31 | $-47,915 |
| Net income (gross income less expenses) | 2015-12-31 | $115,220 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $6,144,700 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $6,029,480 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $163,135 |
| 2014 : CONSOLIDATED ELECTRIC COOPERATIVE EMPLOYEES RETIREMENT INCOME PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $372,077 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $349,622 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $349,622 |
| Total plan assets at end of year | 2014-12-31 | $6,029,480 |
| Total plan assets at beginning of year | 2014-12-31 | $6,007,025 |
| Value of fidelity bond covering the plan | 2014-12-31 | $500,000 |
| Other income received | 2014-12-31 | $219,990 |
| Net income (gross income less expenses) | 2014-12-31 | $22,455 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $6,029,480 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $6,007,025 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $152,087 |
| 2013 : CONSOLIDATED ELECTRIC COOPERATIVE EMPLOYEES RETIREMENT INCOME PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $941,385 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $302,048 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $302,048 |
| Total plan assets at end of year | 2013-12-31 | $6,007,025 |
| Total plan assets at beginning of year | 2013-12-31 | $5,367,688 |
| Value of fidelity bond covering the plan | 2013-12-31 | $500,000 |
| Other income received | 2013-12-31 | $786,840 |
| Net income (gross income less expenses) | 2013-12-31 | $639,337 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $6,007,025 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $5,367,688 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $154,545 |
| 2012 : CONSOLIDATED ELECTRIC COOPERATIVE EMPLOYEES RETIREMENT INCOME PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $561,340 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $35 |
| Total plan assets at end of year | 2012-12-31 | $5,367,688 |
| Total plan assets at beginning of year | 2012-12-31 | $4,806,383 |
| Value of fidelity bond covering the plan | 2012-12-31 | $500,000 |
| Expenses. Other expenses not covered elsewhere | 2012-12-31 | $35 |
| Other income received | 2012-12-31 | $403,071 |
| Net income (gross income less expenses) | 2012-12-31 | $561,305 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $5,367,688 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $4,806,383 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $158,269 |
| 2011 : CONSOLIDATED ELECTRIC COOPERATIVE EMPLOYEES RETIREMENT INCOME PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $154,748 |
| Total plan assets at end of year | 2011-12-31 | $4,806,383 |
| Total plan assets at beginning of year | 2011-12-31 | $4,651,635 |
| Value of fidelity bond covering the plan | 2011-12-31 | $500,000 |
| Other income received | 2011-12-31 | $-3,301 |
| Net income (gross income less expenses) | 2011-12-31 | $154,748 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $4,806,383 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $4,651,635 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $158,049 |
| 2010 : CONSOLIDATED ELECTRIC COOPERATIVE EMPLOYEES RETIREMENT INCOME PLAN 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $506,303 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $108,093 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $108,093 |
| Total plan assets at end of year | 2010-12-31 | $4,651,635 |
| Total plan assets at beginning of year | 2010-12-31 | $4,253,425 |
| Value of fidelity bond covering the plan | 2010-12-31 | $500,000 |
| Other income received | 2010-12-31 | $355,664 |
| Net income (gross income less expenses) | 2010-12-31 | $398,210 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $4,651,635 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $4,253,425 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $150,639 |
| 2019: CONSOLIDATED ELECTRIC COOPERATIVE EMPLOYEES RETIREMENT INCOME PLAN 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Submission has been amended | No |
| 2019-01-01 | This submission is the final filing | Yes |
| 2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
| 2019-01-01 | Plan is a collectively bargained plan | No |
| 2019-01-01 | Plan funding arrangement – Insurance | Yes |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: CONSOLIDATED ELECTRIC COOPERATIVE EMPLOYEES RETIREMENT INCOME PLAN 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Plan funding arrangement – Insurance | Yes |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: CONSOLIDATED ELECTRIC COOPERATIVE EMPLOYEES RETIREMENT INCOME PLAN 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Plan funding arrangement – Insurance | Yes |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: CONSOLIDATED ELECTRIC COOPERATIVE EMPLOYEES RETIREMENT INCOME PLAN 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Plan funding arrangement – Insurance | Yes |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: CONSOLIDATED ELECTRIC COOPERATIVE EMPLOYEES RETIREMENT INCOME PLAN 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Plan funding arrangement – Insurance | Yes |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: CONSOLIDATED ELECTRIC COOPERATIVE EMPLOYEES RETIREMENT INCOME PLAN 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Plan funding arrangement – Insurance | Yes |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: CONSOLIDATED ELECTRIC COOPERATIVE EMPLOYEES RETIREMENT INCOME PLAN 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Plan funding arrangement – Insurance | Yes |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: CONSOLIDATED ELECTRIC COOPERATIVE EMPLOYEES RETIREMENT INCOME PLAN 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Plan funding arrangement – Insurance | Yes |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: CONSOLIDATED ELECTRIC COOPERATIVE EMPLOYEES RETIREMENT INCOME PLAN 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Plan funding arrangement – Insurance | Yes |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2010: CONSOLIDATED ELECTRIC COOPERATIVE EMPLOYEES RETIREMENT INCOME PLAN 2010 form 5500 responses |
|---|
| 2010-01-01 | Type of plan entity | Single employer plan |
| 2010-01-01 | Plan funding arrangement – Insurance | Yes |
| 2010-01-01 | Plan funding arrangement – Trust | Yes |
| 2010-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: CONSOLIDATED ELECTRIC COOPERATIVE EMPLOYEES RETIREMENT INCOME PLAN 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Plan funding arrangement – Insurance | Yes |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
| PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 ) |
| Policy contract number | 2945 |
| Policy instance | 2 |
| Insurance contract or identification number | 2945 | | Number of Individuals Covered | 32 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | Total amount of fees paid to insurance company | USD $688 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 688 | | Additional information about fees paid to insurance broker | SERVICES TO INSURER OR PLAN | | Insurance broker organization code? | 3 |
|
| PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 ) |
| Policy contract number | 2945 |
| Policy instance | 1 |
| Insurance contract or identification number | 2945 | | Number of Individuals Covered | 19 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | Total amount of fees paid to insurance company | USD $5,064 | | 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 | | Amount paid for insurance broker fees | 5064 | | Additional information about fees paid to insurance broker | SERVICES TO INSURER OR PLAN | | Insurance broker organization code? | 3 |
|
| PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 ) |
| Policy contract number | 2945 |
| Policy instance | 2 |
| Insurance contract or identification number | 2945 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Total amount of fees paid to insurance company | USD $734 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 734 | | Additional information about fees paid to insurance broker | SERVICES TO INSURER OR PLAN | | Insurance broker organization code? | 3 | | Insurance broker name | WELLS FARGO WEALTH BROKGE INS AGCY |
|
| PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 ) |
| Policy contract number | 2945 |
| Policy instance | 1 |
| Insurance contract or identification number | 2945 | | Number of Individuals Covered | 22 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Total amount of fees paid to insurance company | USD $5,894 | | 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 | | Amount paid for insurance broker fees | 5894 | | Additional information about fees paid to insurance broker | SERVICES TO INSURER OR PLAN | | Insurance broker organization code? | 3 | | Insurance broker name | WELLS FARGO WEALTH BROKGE INS AGCY |
|
| PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 ) |
| Policy contract number | 2945 |
| Policy instance | 1 |
| Insurance contract or identification number | 2945 | | Number of Individuals Covered | 21 | | Insurance policy start date | 2015-01-01 | | Insurance policy end date | 2015-12-31 | | Total amount of fees paid to insurance company | USD $5,859 | | 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 | | Amount paid for insurance broker fees | 5859 | | Additional information about fees paid to insurance broker | SERVICES TO INSURER OR PLAN | | Insurance broker organization code? | 3 | | Insurance broker name | WELLS FARGO WEALTH BROKGE INS AGCY |
|
| PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 ) |
| Policy contract number | 2945 |
| Policy instance | 2 |
| Insurance contract or identification number | 2945 | | Insurance policy start date | 2015-01-01 | | Insurance policy end date | 2015-12-31 | | Total amount of fees paid to insurance company | USD $535 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 535 | | Additional information about fees paid to insurance broker | SERVICES TO INSURER OR PLAN | | Insurance broker organization code? | 3 | | Insurance broker name | WELLS FARGO WEALTH BROKGE INS AGCY |
|
| PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 ) |
| Policy contract number | 2945 |
| Policy instance | 1 |
| Insurance contract or identification number | 2945 | | Number of Individuals Covered | 20 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Total amount of fees paid to insurance company | USD $5,688 | | 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 | | Amount paid for insurance broker fees | 5688 | | Additional information about fees paid to insurance broker | SERVICES TO INSURER OR PLAN | | Insurance broker organization code? | 3 | | Insurance broker name | WELLS FARGO WEALTH BROKGE INS AGCY |
|
| PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 ) |
| Policy contract number | 2945 |
| Policy instance | 2 |
| Insurance contract or identification number | 2945 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Total amount of fees paid to insurance company | USD $211 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 211 | | Additional information about fees paid to insurance broker | SERVICES TO INSURER OR PLAN | | Insurance broker organization code? | 3 | | Insurance broker name | WELLS FARGO WEALTH BROKGE INS AGCY |
|
| PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 ) |
| Policy contract number | 8056 |
| Policy instance | 1 |
| Insurance contract or identification number | 8056 | | Number of Individuals Covered | 23 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | Total amount of fees paid to insurance company | USD $5,889 | | 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 | | Amount paid for insurance broker fees | 5889 | | Additional information about fees paid to insurance broker | SERVICES TO INSURER OR PLAN | | Insurance broker organization code? | 3 | | Insurance broker name | WELLS FARGO WEALTH BROKGE INS AGCY |
|
| PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 ) |
| Policy contract number | 8056 |
| Policy instance | 1 |
| Insurance contract or identification number | 8056 | | Number of Individuals Covered | 23 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Total amount of fees paid to insurance company | USD $5,902 | | 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 | | Amount paid for insurance broker fees | 5902 | | Additional information about fees paid to insurance broker | SERVICES TO INSURER OR PLAN | | Insurance broker organization code? | 3 | | Insurance broker name | WELLS FARGO WEALTH BROKGE INS AGCY |
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| PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 ) |
| Policy contract number | 8056 |
| Policy instance | 1 |
| Insurance contract or identification number | 8056 | | Number of Individuals Covered | 24 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | Total amount of fees paid to insurance company | USD $5,335 | | 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 |
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| PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 ) |
| Policy contract number | 002945 |
| Policy instance | 1 |
| Insurance contract or identification number | 002945 | | Number of Individuals Covered | 24 | | Insurance policy start date | 2010-01-01 | | Insurance policy end date | 2010-12-31 | | Total amount of fees paid to insurance company | USD $5,110 | | 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 | | Amount paid for insurance broker fees | 5110 | | Additional information about fees paid to insurance broker | SERVICES TO INSURER OR PLAN | | Insurance broker organization code? | 3 | | Insurance broker name | WS INSURANCE SERVICES, LLC. |
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