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WESTROCK COMPANY CONSOLIDATED PENSION PLAN 401k Plan overview

Plan NameWESTROCK COMPANY CONSOLIDATED PENSION PLAN
Plan identification number 027

WESTROCK COMPANY CONSOLIDATED PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related

401k Sponsoring company profile

WESTROCK COMPANY has sponsored the creation of one or more 401k plans.

Company Name:WESTROCK COMPANY
Employer identification number (EIN):473335141

Additional information about WESTROCK COMPANY

Jurisdiction of Incorporation: Alaska Department Commerce, Community & Economic Development
Incorporation Date: 2015-05-14
Company Identification Number: 10029502
Legal Registered Office Address: 2711 CENTERVILLE ROAD, SUITE 400

WILMINGTON
United States of America (USA)
19808

More information about WESTROCK COMPANY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WESTROCK COMPANY CONSOLIDATED PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0272021-10-01
0272020-10-01
0272019-10-01
0272019-10-01
0272018-10-01
0272018-10-01
0272017-10-01JOHN STAKEL2019-07-11
0272016-10-01
0272015-10-01
0272014-10-01
0272014-10-01
0272014-10-01

Plan Statistics for WESTROCK COMPANY CONSOLIDATED PENSION PLAN

401k plan membership statisitcs for WESTROCK COMPANY CONSOLIDATED PENSION PLAN

Measure Date Value
2022: WESTROCK COMPANY CONSOLIDATED PENSION PLAN 2022 401k membership
Market value of plan assets2022-09-305,586,611,667
Acturial value of plan assets2022-09-305,273,595,601
Funding target for retired participants and beneficiaries receiving payment2022-09-302,194,795,098
Number of terminated vested participants2022-09-3017,267
Fundng target for terminated vested participants2022-09-30728,804,890
Active participant vested funding target2022-09-30845,360,490
Number of active participants2022-09-3013,084
Total funding liabilities for active participants2022-09-30873,839,720
Total participant count2022-09-3044,959
Total funding target for all participants2022-09-303,797,439,708
Balance at beginning of prior year after applicable adjustments2022-09-3025,716,239
Prefunding balance at beginning of prior year after applicable adjustments2022-09-302,675,058
Carryover balanced portion elected for use to offset prior years funding requirement2022-09-300
Prefunding balanced used to offset prior years funding requirement2022-09-300
Amount remaining of carryover balance2022-09-3025,716,239
Amount remaining of prefunding balance2022-09-302,675,058
Present value of excess contributions2022-09-300
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-09-300
Reductions in caryover balances due to elections or deemed elections2022-09-300
Reductions in prefunding balances due to elections or deemed elections2022-09-300
Balance of carryovers at beginning of current year2022-09-3028,161,853
Balance of prefunding at beginning of current year2022-09-302,929,456
Total employer contributions2022-09-300
Total employee contributions2022-09-300
Contributions allocated toward unpaid minimum require contributions from prior years2022-09-300
Contributions made to avoid restrictions adjusted to valuation date2022-09-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-09-300
Unpaid minimum required contributions for all prior years2022-09-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-09-300
Remaining amount of unpaid minimum required contributions2022-09-300
Minimum required contributions for current year target normal cost2022-09-3028,983,556
Net shortfall amortization installment of oustanding balance2022-09-300
Total funding amount beforereflecting carryover/prefunding balances2022-09-300
Carryover balance elected to use to offset funding requirement2022-09-300
Prefunding balance elected to use to offset funding requirement2022-09-300
Additional cash requirement2022-09-300
Contributions allocatedtoward minimum required contributions for current year2022-09-300
Unpaid minimum required contributions for current year2022-09-300
Unpaid minimum required contributions for all years2022-09-300
2021: WESTROCK COMPANY CONSOLIDATED PENSION PLAN 2021 401k membership
Total participants, beginning-of-year2021-10-0144,556
Total number of active participants reported on line 7a of the Form 55002021-10-0112,238
Number of retired or separated participants receiving benefits2021-10-0113,052
Number of other retired or separated participants entitled to future benefits2021-10-0116,488
Total of all active and inactive participants2021-10-0141,778
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-10-012,528
Total participants2021-10-0144,306
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-10-01329
Market value of plan assets2021-09-305,332,884,213
Acturial value of plan assets2021-09-304,924,631,541
Funding target for retired participants and beneficiaries receiving payment2021-09-302,096,448,070
Number of terminated vested participants2021-09-3017,866
Fundng target for terminated vested participants2021-09-30767,697,573
Active participant vested funding target2021-09-30864,961,941
Number of active participants2021-09-3013,876
Total funding liabilities for active participants2021-09-30885,516,912
Total participant count2021-09-3045,475
Total funding target for all participants2021-09-303,749,662,555
Balance at beginning of prior year after applicable adjustments2021-09-3022,948,634
Prefunding balance at beginning of prior year after applicable adjustments2021-09-302,387,166
Carryover balanced portion elected for use to offset prior years funding requirement2021-09-300
Prefunding balanced used to offset prior years funding requirement2021-09-300
Amount remaining of carryover balance2021-09-3022,948,634
Amount remaining of prefunding balance2021-09-302,387,166
Present value of excess contributions2021-09-300
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-09-300
Reductions in caryover balances due to elections or deemed elections2021-09-300
Reductions in prefunding balances due to elections or deemed elections2021-09-300
Balance of carryovers at beginning of current year2021-09-3025,716,239
Balance of prefunding at beginning of current year2021-09-302,675,058
Total employer contributions2021-09-300
Total employee contributions2021-09-300
Contributions allocated toward unpaid minimum require contributions from prior years2021-09-300
Contributions made to avoid restrictions adjusted to valuation date2021-09-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-09-300
Unpaid minimum required contributions for all prior years2021-09-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-09-300
Remaining amount of unpaid minimum required contributions2021-09-300
Minimum required contributions for current year target normal cost2021-09-3030,475,445
Net shortfall amortization installment of oustanding balance2021-09-300
Total funding amount beforereflecting carryover/prefunding balances2021-09-300
Carryover balance elected to use to offset funding requirement2021-09-300
Prefunding balance elected to use to offset funding requirement2021-09-300
Additional cash requirement2021-09-300
Contributions allocatedtoward minimum required contributions for current year2021-09-300
Unpaid minimum required contributions for current year2021-09-300
Unpaid minimum required contributions for all years2021-09-300
2020: WESTROCK COMPANY CONSOLIDATED PENSION PLAN 2020 401k membership
Total participants, beginning-of-year2020-10-0145,094
Total number of active participants reported on line 7a of the Form 55002020-10-0113,084
Number of retired or separated participants receiving benefits2020-10-0112,345
Number of other retired or separated participants entitled to future benefits2020-10-0116,691
Total of all active and inactive participants2020-10-0142,120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-10-012,436
Total participants2020-10-0144,556
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-10-01401
Market value of plan assets2020-09-304,971,651,210
Acturial value of plan assets2020-09-304,732,038,691
Funding target for retired participants and beneficiaries receiving payment2020-09-302,042,138,210
Number of terminated vested participants2020-09-3018,135
Fundng target for terminated vested participants2020-09-30784,245,883
Active participant vested funding target2020-09-30950,726,641
Number of active participants2020-09-3014,767
Total funding liabilities for active participants2020-09-30975,573,925
Total participant count2020-09-3045,785
Total funding target for all participants2020-09-303,801,958,018
Balance at beginning of prior year after applicable adjustments2020-09-300
Prefunding balance at beginning of prior year after applicable adjustments2020-09-302,052,417
Carryover balanced portion elected for use to offset prior years funding requirement2020-09-300
Prefunding balanced used to offset prior years funding requirement2020-09-300
Amount remaining of carryover balance2020-09-3019,730,577
Amount remaining of prefunding balance2020-09-302,052,417
Present value of excess contributions2020-09-300
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-09-300
Reductions in caryover balances due to elections or deemed elections2020-09-300
Reductions in prefunding balances due to elections or deemed elections2020-09-300
Balance of carryovers at beginning of current year2020-09-3022,948,634
Balance of prefunding at beginning of current year2020-09-302,387,166
Total employer contributions2020-09-300
Total employee contributions2020-09-300
Contributions allocated toward unpaid minimum require contributions from prior years2020-09-300
Contributions made to avoid restrictions adjusted to valuation date2020-09-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-09-300
Unpaid minimum required contributions for all prior years2020-09-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-09-300
Remaining amount of unpaid minimum required contributions2020-09-300
Minimum required contributions for current year target normal cost2020-09-3034,498,054
Net shortfall amortization installment of oustanding balance2020-09-300
Total funding amount beforereflecting carryover/prefunding balances2020-09-300
Carryover balance elected to use to offset funding requirement2020-09-300
Prefunding balance elected to use to offset funding requirement2020-09-300
Additional cash requirement2020-09-300
Contributions allocatedtoward minimum required contributions for current year2020-09-300
Unpaid minimum required contributions for current year2020-09-300
Unpaid minimum required contributions for all years2020-09-300
2019: WESTROCK COMPANY CONSOLIDATED PENSION PLAN 2019 401k membership
Total participants, beginning-of-year2019-10-0145,419
Total number of active participants reported on line 7a of the Form 55002019-10-0113,876
Number of retired or separated participants receiving benefits2019-10-0111,634
Number of other retired or separated participants entitled to future benefits2019-10-0117,298
Total of all active and inactive participants2019-10-0142,808
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-10-012,286
Total participants2019-10-0145,094
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-10-01310
Market value of plan assets2019-09-303,891,680,799
Acturial value of plan assets2019-09-304,056,700,731
Funding target for retired participants and beneficiaries receiving payment2019-09-301,503,470,802
Number of terminated vested participants2019-09-3017,658
Fundng target for terminated vested participants2019-09-30720,184,424
Active participant vested funding target2019-09-30846,768,325
Number of active participants2019-09-3013,723
Total funding liabilities for active participants2019-09-30869,134,521
Total participant count2019-09-3040,665
Total funding target for all participants2019-09-303,092,789,747
Balance at beginning of prior year after applicable adjustments2019-09-300
Prefunding balance at beginning of prior year after applicable adjustments2019-09-302,061,074
Carryover balanced portion elected for use to offset prior years funding requirement2019-09-300
Prefunding balanced used to offset prior years funding requirement2019-09-300
Amount remaining of carryover balance2019-09-300
Amount remaining of prefunding balance2019-09-302,061,074
Present value of excess contributions2019-09-300
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-09-300
Balance of carryovers at beginning of current year2019-09-300
Balance of prefunding at beginning of current year2019-09-302,052,417
Total employer contributions2019-09-300
Total employee contributions2019-09-300
Contributions allocated toward unpaid minimum require contributions from prior years2019-09-300
Contributions made to avoid restrictions adjusted to valuation date2019-09-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-09-300
Unpaid minimum required contributions for all prior years2019-09-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-09-300
Remaining amount of unpaid minimum required contributions2019-09-300
Minimum required contributions for current year target normal cost2019-09-3033,374,663
Net shortfall amortization installment of oustanding balance2019-09-300
Total funding amount beforereflecting carryover/prefunding balances2019-09-300
Carryover balance elected to use to offset funding requirement2019-09-300
Prefunding balance elected to use to offset funding requirement2019-09-300
Additional cash requirement2019-09-300
Contributions allocatedtoward minimum required contributions for current year2019-09-300
Unpaid minimum required contributions for current year2019-09-300
Unpaid minimum required contributions for all years2019-09-300
2018: WESTROCK COMPANY CONSOLIDATED PENSION PLAN 2018 401k membership
Total participants, beginning-of-year2018-10-0140,381
Total number of active participants reported on line 7a of the Form 55002018-10-0114,767
Number of retired or separated participants receiving benefits2018-10-0110,885
Number of other retired or separated participants entitled to future benefits2018-10-0117,544
Total of all active and inactive participants2018-10-0143,196
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-10-012,223
Total participants2018-10-0145,419
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-10-01279
Market value of plan assets2018-09-304,077,644,593
Acturial value of plan assets2018-09-303,977,401,651
Funding target for retired participants and beneficiaries receiving payment2018-09-301,401,930,144
Number of terminated vested participants2018-09-3018,593
Fundng target for terminated vested participants2018-09-30715,571,382
Active participant vested funding target2018-09-30818,528,437
Number of active participants2018-09-3013,523
Total funding liabilities for active participants2018-09-30840,011,504
Total participant count2018-09-3040,710
Total funding target for all participants2018-09-302,957,513,030
Balance at beginning of prior year after applicable adjustments2018-09-300
Prefunding balance at beginning of prior year after applicable adjustments2018-09-301,976,670
Carryover balanced portion elected for use to offset prior years funding requirement2018-09-300
Prefunding balanced used to offset prior years funding requirement2018-09-300
Amount remaining of carryover balance2018-09-300
Amount remaining of prefunding balance2018-09-301,976,670
Present value of excess contributions2018-09-300
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-09-300
Balance of carryovers at beginning of current year2018-09-300
Balance of prefunding at beginning of current year2018-09-302,061,074
Total employer contributions2018-09-300
Total employee contributions2018-09-300
Contributions allocated toward unpaid minimum require contributions from prior years2018-09-300
Contributions made to avoid restrictions adjusted to valuation date2018-09-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-09-300
Unpaid minimum required contributions for all prior years2018-09-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-09-300
Remaining amount of unpaid minimum required contributions2018-09-300
Minimum required contributions for current year target normal cost2018-09-3030,790,303
Net shortfall amortization installment of oustanding balance2018-09-300
Total funding amount beforereflecting carryover/prefunding balances2018-09-300
Carryover balance elected to use to offset funding requirement2018-09-300
Prefunding balance elected to use to offset funding requirement2018-09-300
Additional cash requirement2018-09-300
Contributions allocatedtoward minimum required contributions for current year2018-09-300
Unpaid minimum required contributions for current year2018-09-300
Unpaid minimum required contributions for all years2018-09-300
2017: WESTROCK COMPANY CONSOLIDATED PENSION PLAN 2017 401k membership
Total participants, beginning-of-year2017-10-0140,463
Total number of active participants reported on line 7a of the Form 55002017-10-0113,723
Number of retired or separated participants receiving benefits2017-10-017,804
Number of other retired or separated participants entitled to future benefits2017-10-0117,094
Total of all active and inactive participants2017-10-0138,621
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-10-011,760
Total participants2017-10-0140,381
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-10-01300
Market value of plan assets2017-09-304,269,408,753
Acturial value of plan assets2017-09-304,088,024,238
Funding target for retired participants and beneficiaries receiving payment2017-09-301,269,611,031
Number of terminated vested participants2017-09-3024,004
Fundng target for terminated vested participants2017-09-30886,023,561
Active participant vested funding target2017-09-30807,934,610
Number of active participants2017-09-3014,091
Total funding liabilities for active participants2017-09-30839,388,770
Total participant count2017-09-3045,770
Total funding target for all participants2017-09-302,995,023,362
Balance at beginning of prior year after applicable adjustments2017-09-300
Prefunding balance at beginning of prior year after applicable adjustments2017-09-301,764,254
Carryover balanced portion elected for use to offset prior years funding requirement2017-09-300
Prefunding balanced used to offset prior years funding requirement2017-09-300
Amount remaining of carryover balance2017-09-300
Amount remaining of prefunding balance2017-09-301,764,254
Present value of excess contributions2017-09-300
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-09-300
Balance of carryovers at beginning of current year2017-09-300
Balance of prefunding at beginning of current year2017-09-301,976,670
Total employer contributions2017-09-300
Total employee contributions2017-09-300
Contributions allocated toward unpaid minimum require contributions from prior years2017-09-300
Contributions made to avoid restrictions adjusted to valuation date2017-09-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-09-300
Unpaid minimum required contributions for all prior years2017-09-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-09-300
Remaining amount of unpaid minimum required contributions2017-09-300
Minimum required contributions for current year target normal cost2017-09-3034,834,041
Net shortfall amortization installment of oustanding balance2017-09-300
Waived amount of outstanding balance2017-09-300
Total funding amount beforereflecting carryover/prefunding balances2017-09-300
Carryover balance elected to use to offset funding requirement2017-09-300
Prefunding balance elected to use to offset funding requirement2017-09-300
Additional cash requirement2017-09-300
Contributions allocatedtoward minimum required contributions for current year2017-09-300
Unpaid minimum required contributions for current year2017-09-300
Unpaid minimum required contributions for all years2017-09-300
2016: WESTROCK COMPANY CONSOLIDATED PENSION PLAN 2016 401k membership
Total participants, beginning-of-year2016-10-0145,586
Total number of active participants reported on line 7a of the Form 55002016-10-0113,523
Number of retired or separated participants receiving benefits2016-10-017,205
Number of other retired or separated participants entitled to future benefits2016-10-0118,046
Total of all active and inactive participants2016-10-0138,774
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-10-011,689
Total participants2016-10-0140,463
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-10-01250
2015: WESTROCK COMPANY CONSOLIDATED PENSION PLAN 2015 401k membership
Total participants, beginning-of-year2015-10-0181,221
Total number of active participants reported on line 7a of the Form 55002015-10-0114,091
Number of retired or separated participants receiving benefits2015-10-016,264
Number of other retired or separated participants entitled to future benefits2015-10-0123,868
Total of all active and inactive participants2015-10-0144,223
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-10-011,363
Total participants2015-10-0145,586
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-10-01221
2014: WESTROCK COMPANY CONSOLIDATED PENSION PLAN 2014 401k membership
Total participants, beginning-of-year2014-10-0137,212
Total number of active participants reported on line 7a of the Form 55002014-10-0116,130
Number of retired or separated participants receiving benefits2014-10-0134,648
Number of other retired or separated participants entitled to future benefits2014-10-0122,432
Total of all active and inactive participants2014-10-0173,210
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-10-018,011
Total participants2014-10-0181,221
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-10-01318

Financial Data on WESTROCK COMPANY CONSOLIDATED PENSION PLAN

Measure Date Value
2022 : WESTROCK COMPANY CONSOLIDATED PENSION PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-09-30$3,764,531
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-09-30$5,531,728
Total income from all sources (including contributions)2022-09-30$-1,252,971,244
Total loss/gain on sale of assets2022-09-30$0
Total of all expenses incurred2022-09-30$250,906,154
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-09-30$233,884,239
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-09-30$0
Value of total assets at end of year2022-09-30$4,080,967,072
Value of total assets at beginning of year2022-09-30$5,586,611,667
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-09-30$17,021,915
Total interest from all sources2022-09-30$45,820
Total dividends received (eg from common stock, registered investment company shares)2022-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-09-30No
Administrative expenses professional fees incurred2022-09-30$3,378,678
Was this plan covered by a fidelity bond2022-09-30Yes
Value of fidelity bond cover2022-09-30$10,000,000
Were there any nonexempt tranactions with any party-in-interest2022-09-30No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-09-30$3,764,531
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-09-30$5,531,728
Other income not declared elsewhere2022-09-30$6,554
Administrative expenses (other) incurred2022-09-30$3,946,569
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-09-30No
Value of net income/loss2022-09-30$-1,503,877,398
Value of net assets at end of year (total assets less liabilities)2022-09-30$4,077,202,541
Value of net assets at beginning of year (total assets less liabilities)2022-09-30$5,581,079,939
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-09-30No
Were any leases to which the plan was party in default or uncollectible2022-09-30No
Investment advisory and management fees2022-09-30$8,675,620
Interest earned on other investments2022-09-30$45,820
Value of interest in master investment trust accounts at end of year2022-09-30$4,079,882,496
Value of interest in master investment trust accounts at beginning of year2022-09-30$5,585,535,357
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-09-30$1,084,576
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-09-30$1,076,310
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-09-30No
Was there a failure to transmit to the plan any participant contributions2022-09-30No
Has the plan failed to provide any benefit when due under the plan2022-09-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-09-30$233,884,239
Contract administrator fees2022-09-30$1,021,048
Did the plan have assets held for investment2022-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-09-30No
Opinion of an independent qualified public accountant for this plan2022-09-30Unqualified
Accountancy firm name2022-09-30BDO USA, LLP
Accountancy firm EIN2022-09-30135381590
2021 : WESTROCK COMPANY CONSOLIDATED PENSION PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-09-30$5,531,728
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-09-30$5,448,863
Total income from all sources (including contributions)2021-09-30$506,356,092
Total loss/gain on sale of assets2021-09-30$0
Total of all expenses incurred2021-09-30$253,018,560
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-09-30$235,276,575
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-09-30$0
Value of total assets at end of year2021-09-30$5,586,611,667
Value of total assets at beginning of year2021-09-30$5,333,191,270
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-09-30$17,741,985
Total interest from all sources2021-09-30$0
Total dividends received (eg from common stock, registered investment company shares)2021-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-09-30No
Administrative expenses professional fees incurred2021-09-30$2,904,514
Was this plan covered by a fidelity bond2021-09-30Yes
Value of fidelity bond cover2021-09-30$10,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-09-30$0
Were there any nonexempt tranactions with any party-in-interest2021-09-30No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-09-30$5,531,728
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-09-30$5,448,863
Other income not declared elsewhere2021-09-30$71,582
Administrative expenses (other) incurred2021-09-30$3,960,671
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-09-30No
Value of net income/loss2021-09-30$253,337,532
Value of net assets at end of year (total assets less liabilities)2021-09-30$5,581,079,939
Value of net assets at beginning of year (total assets less liabilities)2021-09-30$5,327,742,407
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-09-30No
Were any leases to which the plan was party in default or uncollectible2021-09-30No
Investment advisory and management fees2021-09-30$9,974,613
Value of interest in master investment trust accounts at end of year2021-09-30$5,585,535,357
Value of interest in master investment trust accounts at beginning of year2021-09-30$5,332,131,285
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-09-30$1,076,310
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-09-30$1,059,985
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-09-30No
Was there a failure to transmit to the plan any participant contributions2021-09-30No
Has the plan failed to provide any benefit when due under the plan2021-09-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-09-30$235,276,575
Contract administrator fees2021-09-30$902,187
Did the plan have assets held for investment2021-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-09-30No
Opinion of an independent qualified public accountant for this plan2021-09-30Unqualified
Accountancy firm name2021-09-30BDO USA, LLP
Accountancy firm EIN2021-09-30135381590
2020 : WESTROCK COMPANY CONSOLIDATED PENSION PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-09-30$5,448,863
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-09-30$4,830,215
Total income from all sources (including contributions)2020-09-30$596,512,378
Total loss/gain on sale of assets2020-09-30$0
Total of all expenses incurred2020-09-30$235,706,541
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-09-30$217,958,951
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-09-30$0
Value of total assets at end of year2020-09-30$5,333,191,270
Value of total assets at beginning of year2020-09-30$4,971,766,785
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-09-30$17,747,590
Total interest from all sources2020-09-30$0
Total dividends received (eg from common stock, registered investment company shares)2020-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-09-30No
Administrative expenses professional fees incurred2020-09-30$2,546,290
Was this plan covered by a fidelity bond2020-09-30Yes
Value of fidelity bond cover2020-09-30$10,000,000
Were there any nonexempt tranactions with any party-in-interest2020-09-30No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-09-30$5,448,863
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-09-30$4,830,215
Other income not declared elsewhere2020-09-30$894,197
Administrative expenses (other) incurred2020-09-30$3,833,972
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-09-30No
Value of net income/loss2020-09-30$360,805,837
Value of net assets at end of year (total assets less liabilities)2020-09-30$5,327,742,407
Value of net assets at beginning of year (total assets less liabilities)2020-09-30$4,966,936,570
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-09-30No
Were any leases to which the plan was party in default or uncollectible2020-09-30No
Investment advisory and management fees2020-09-30$9,663,783
Value of interest in master investment trust accounts at end of year2020-09-30$5,332,131,285
Value of interest in master investment trust accounts at beginning of year2020-09-30$4,951,417,219
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-09-30$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-09-30$19,204,076
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-09-30$19,204,076
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-09-30$1,059,985
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-09-30$1,145,490
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-09-30No
Was there a failure to transmit to the plan any participant contributions2020-09-30No
Has the plan failed to provide any benefit when due under the plan2020-09-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-09-30$217,958,951
Contract administrator fees2020-09-30$1,703,545
Did the plan have assets held for investment2020-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-09-30Yes
Opinion of an independent qualified public accountant for this plan2020-09-30Disclaimer
Accountancy firm name2020-09-30BDO USA, LLP
Accountancy firm EIN2020-09-30135381590
2019 : WESTROCK COMPANY CONSOLIDATED PENSION PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-09-30$0
Total transfer of assets to this plan2019-09-30$555,259,297
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-09-30$4,830,215
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-09-30$4,564,777
Total income from all sources (including contributions)2019-09-30$738,675,490
Total loss/gain on sale of assets2019-09-30$0
Total of all expenses incurred2019-09-30$213,963,617
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-09-30$196,893,507
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-09-30$0
Value of total assets at end of year2019-09-30$4,971,766,785
Value of total assets at beginning of year2019-09-30$3,891,530,177
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-09-30$17,070,110
Total interest from all sources2019-09-30$1,609,377
Total dividends received (eg from common stock, registered investment company shares)2019-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-09-30No
Administrative expenses professional fees incurred2019-09-30$3,681,440
Was this plan covered by a fidelity bond2019-09-30Yes
Value of fidelity bond cover2019-09-30$10,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-09-30$0
Were there any nonexempt tranactions with any party-in-interest2019-09-30No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-09-30$4,830,215
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-09-30$4,564,777
Other income not declared elsewhere2019-09-30$2,660,499
Administrative expenses (other) incurred2019-09-30$4,139,502
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-09-30No
Value of net income/loss2019-09-30$524,711,873
Value of net assets at end of year (total assets less liabilities)2019-09-30$4,966,936,570
Value of net assets at beginning of year (total assets less liabilities)2019-09-30$3,886,965,400
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-09-30No
Were any leases to which the plan was party in default or uncollectible2019-09-30No
Investment advisory and management fees2019-09-30$8,045,892
Interest earned on other investments2019-09-30$90,556
Value of interest in master investment trust accounts at end of year2019-09-30$4,951,417,219
Value of interest in master investment trust accounts at beginning of year2019-09-30$3,888,207,161
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-09-30$19,204,076
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-09-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-09-30$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-09-30$1,518,821
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-09-30$1,145,490
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-09-30$3,323,016
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-09-30No
Was there a failure to transmit to the plan any participant contributions2019-09-30No
Has the plan failed to provide any benefit when due under the plan2019-09-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-09-30$196,893,507
Contract administrator fees2019-09-30$1,203,276
Did the plan have assets held for investment2019-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-09-30Yes
Opinion of an independent qualified public accountant for this plan2019-09-30Disclaimer
Accountancy firm name2019-09-30BDO USA, LLP
Accountancy firm EIN2019-09-30135381590
2018 : WESTROCK COMPANY CONSOLIDATED PENSION PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-09-30$4,564,777
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-09-30$3,842,793
Total income from all sources (including contributions)2018-09-30$-8,143,483
Total loss/gain on sale of assets2018-09-30$0
Total of all expenses incurred2018-09-30$178,692,915
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-09-30$162,067,907
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-09-30$0
Value of total assets at end of year2018-09-30$3,891,530,177
Value of total assets at beginning of year2018-09-30$4,077,644,591
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-09-30$16,625,008
Total interest from all sources2018-09-30$0
Total dividends received (eg from common stock, registered investment company shares)2018-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-09-30No
Administrative expenses professional fees incurred2018-09-30$3,410,281
Was this plan covered by a fidelity bond2018-09-30Yes
Value of fidelity bond cover2018-09-30$10,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-09-30$0
Were there any nonexempt tranactions with any party-in-interest2018-09-30No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-09-30$4,564,777
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-09-30$3,842,793
Other income not declared elsewhere2018-09-30$59,085
Administrative expenses (other) incurred2018-09-30$4,306,211
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-09-30No
Value of net income/loss2018-09-30$-186,836,398
Value of net assets at end of year (total assets less liabilities)2018-09-30$3,886,965,400
Value of net assets at beginning of year (total assets less liabilities)2018-09-30$4,073,801,798
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-09-30No
Were any leases to which the plan was party in default or uncollectible2018-09-30No
Investment advisory and management fees2018-09-30$8,908,516
Value of interest in master investment trust accounts at end of year2018-09-30$3,888,207,161
Value of interest in master investment trust accounts at beginning of year2018-09-30$4,074,380,660
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-09-30$3,323,016
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-09-30$3,263,931
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-09-30No
Was there a failure to transmit to the plan any participant contributions2018-09-30No
Has the plan failed to provide any benefit when due under the plan2018-09-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-09-30$162,067,907
Did the plan have assets held for investment2018-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-09-30Yes
Opinion of an independent qualified public accountant for this plan2018-09-30Disclaimer
Accountancy firm name2018-09-30BDO USA, LLP
Accountancy firm EIN2018-09-30135381590
2017 : WESTROCK COMPANY CONSOLIDATED PENSION PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-09-30$3,842,793
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-09-30$7,519,434
Total income from all sources (including contributions)2017-09-30$127,956,913
Total loss/gain on sale of assets2017-09-30$0
Total of all expenses incurred2017-09-30$373,937,512
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-09-30$355,573,349
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-09-30$0
Value of total assets at end of year2017-09-30$4,077,644,591
Value of total assets at beginning of year2017-09-30$4,327,301,831
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-09-30$18,364,163
Total interest from all sources2017-09-30$0
Total dividends received (eg from common stock, registered investment company shares)2017-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-09-30No
Administrative expenses professional fees incurred2017-09-30$4,506,805
Was this plan covered by a fidelity bond2017-09-30Yes
Value of fidelity bond cover2017-09-30$10,000,000
Were there any nonexempt tranactions with any party-in-interest2017-09-30No
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-09-30$293,219
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-09-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-09-30$57,893,912
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-09-30$3,842,793
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-09-30$7,519,434
Other income not declared elsewhere2017-09-30$43,488
Administrative expenses (other) incurred2017-09-30$2,829,586
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-09-30No
Value of net income/loss2017-09-30$-245,980,599
Value of net assets at end of year (total assets less liabilities)2017-09-30$4,073,801,798
Value of net assets at beginning of year (total assets less liabilities)2017-09-30$4,319,782,397
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-09-30No
Were any leases to which the plan was party in default or uncollectible2017-09-30No
Investment advisory and management fees2017-09-30$10,358,811
Value of interest in master investment trust accounts at end of year2017-09-30$4,074,380,660
Value of interest in master investment trust accounts at beginning of year2017-09-30$4,266,187,477
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-09-30$3,263,931
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-09-30$3,220,442
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-09-30No
Was there a failure to transmit to the plan any participant contributions2017-09-30No
Has the plan failed to provide any benefit when due under the plan2017-09-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-09-30$355,280,130
Contract administrator fees2017-09-30$668,961
Did the plan have assets held for investment2017-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-09-30Yes
Opinion of an independent qualified public accountant for this plan2017-09-30Disclaimer
Accountancy firm name2017-09-30BDO USA, LLP
Accountancy firm EIN2017-09-30135381590
2016 : WESTROCK COMPANY CONSOLIDATED PENSION PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-09-30$0
Total transfer of assets from this plan2016-09-30$19,745,742
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-09-30$7,519,434
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-09-30$8,305,998
Total income from all sources (including contributions)2016-09-30$736,481,731
Total loss/gain on sale of assets2016-09-30$0
Total of all expenses incurred2016-09-30$2,843,471,865
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-09-30$2,812,807,075
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-09-30$0
Value of total assets at end of year2016-09-30$4,327,301,831
Value of total assets at beginning of year2016-09-30$6,454,824,271
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-09-30$30,664,790
Total interest from all sources2016-09-30$0
Total dividends received (eg from common stock, registered investment company shares)2016-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-09-30No
Administrative expenses professional fees incurred2016-09-30$10,100,684
Was this plan covered by a fidelity bond2016-09-30Yes
Value of fidelity bond cover2016-09-30$10,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-09-30$0
Were there any nonexempt tranactions with any party-in-interest2016-09-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-09-30$57,893,912
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-09-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-09-30$7,519,434
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-09-30$8,305,998
Administrative expenses (other) incurred2016-09-30$5,392,359
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-09-30No
Value of net income/loss2016-09-30$-2,106,990,134
Value of net assets at end of year (total assets less liabilities)2016-09-30$4,319,782,397
Value of net assets at beginning of year (total assets less liabilities)2016-09-30$6,446,518,273
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-09-30No
Were any leases to which the plan was party in default or uncollectible2016-09-30No
Investment advisory and management fees2016-09-30$14,797,275
Value of interest in master investment trust accounts at end of year2016-09-30$4,266,187,477
Value of interest in master investment trust accounts at beginning of year2016-09-30$6,448,592,619
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-09-30$3,220,442
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-09-30$3,586,652
Expenses. Payments to insurance carriers foe the provision of benefits2016-09-30$2,425,980,008
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-09-30No
Was there a failure to transmit to the plan any participant contributions2016-09-30No
Has the plan failed to provide any benefit when due under the plan2016-09-30No
Employer contributions (assets) at end of year2016-09-30$0
Employer contributions (assets) at beginning of year2016-09-30$2,645,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-09-30$386,827,067
Contract administrator fees2016-09-30$374,472
Did the plan have assets held for investment2016-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-09-30Yes
Opinion of an independent qualified public accountant for this plan2016-09-30Disclaimer
Accountancy firm name2016-09-30BDO USA, LLP
Accountancy firm EIN2016-09-30135381590
2015 : WESTROCK COMPANY CONSOLIDATED PENSION PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-09-30$0
Total transfer of assets to this plan2015-09-30$5,530,314,836
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-09-30$8,305,998
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-09-30$1,667,607
Total income from all sources (including contributions)2015-09-30$65,052,381
Total loss/gain on sale of assets2015-09-30$0
Total of all expenses incurred2015-09-30$351,606,626
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-09-30$317,903,640
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-09-30$68,940,000
Value of total assets at end of year2015-09-30$6,454,824,271
Value of total assets at beginning of year2015-09-30$1,204,425,289
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-09-30$33,702,986
Total interest from all sources2015-09-30$0
Total dividends received (eg from common stock, registered investment company shares)2015-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-09-30No
Administrative expenses professional fees incurred2015-09-30$7,864,658
Was this plan covered by a fidelity bond2015-09-30Yes
Value of fidelity bond cover2015-09-30$15,000,000
Were there any nonexempt tranactions with any party-in-interest2015-09-30No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-09-30$8,305,998
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-09-30$1,667,607
Administrative expenses (other) incurred2015-09-30$12,235,370
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-09-30No
Value of net income/loss2015-09-30$-286,554,245
Value of net assets at end of year (total assets less liabilities)2015-09-30$6,446,518,273
Value of net assets at beginning of year (total assets less liabilities)2015-09-30$1,202,757,682
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-09-30No
Were any leases to which the plan was party in default or uncollectible2015-09-30No
Investment advisory and management fees2015-09-30$13,101,201
Value of interest in master investment trust accounts at end of year2015-09-30$6,448,592,619
Value of interest in master investment trust accounts at beginning of year2015-09-30$1,190,999,157
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-09-30$3,586,652
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-09-30$681,132
Expenses. Payments to insurance carriers foe the provision of benefits2015-09-30$211,720
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-09-30No
Was there a failure to transmit to the plan any participant contributions2015-09-30No
Has the plan failed to provide any benefit when due under the plan2015-09-30No
Contributions received in cash from employer2015-09-30$68,940,000
Employer contributions (assets) at end of year2015-09-30$2,645,000
Employer contributions (assets) at beginning of year2015-09-30$12,745,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-09-30$317,691,920
Contract administrator fees2015-09-30$501,757
Did the plan have assets held for investment2015-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-09-30Yes
Opinion of an independent qualified public accountant for this plan2015-09-30Disclaimer
Accountancy firm name2015-09-30BDO USA, LLP
Accountancy firm EIN2015-09-30135381590

Form 5500 Responses for WESTROCK COMPANY CONSOLIDATED PENSION PLAN

2021: WESTROCK COMPANY CONSOLIDATED PENSION PLAN 2021 form 5500 responses
2021-10-01Type of plan entitySingle employer plan
2021-10-01Submission has been amendedNo
2021-10-01This submission is the final filingNo
2021-10-01This return/report is a short plan year return/report (less than 12 months)No
2021-10-01Plan is a collectively bargained planYes
2021-10-01Plan funding arrangement – InsuranceYes
2021-10-01Plan funding arrangement – TrustYes
2021-10-01Plan benefit arrangement – InsuranceYes
2021-10-01Plan benefit arrangement - TrustYes
2020: WESTROCK COMPANY CONSOLIDATED PENSION PLAN 2020 form 5500 responses
2020-10-01Type of plan entitySingle employer plan
2020-10-01Submission has been amendedNo
2020-10-01This submission is the final filingNo
2020-10-01This return/report is a short plan year return/report (less than 12 months)No
2020-10-01Plan is a collectively bargained planYes
2020-10-01Plan funding arrangement – InsuranceYes
2020-10-01Plan funding arrangement – TrustYes
2020-10-01Plan benefit arrangement – InsuranceYes
2020-10-01Plan benefit arrangement - TrustYes
2019: WESTROCK COMPANY CONSOLIDATED PENSION PLAN 2019 form 5500 responses
2019-10-01Type of plan entitySingle employer plan
2019-10-01Submission has been amendedYes
2019-10-01This submission is the final filingNo
2019-10-01This return/report is a short plan year return/report (less than 12 months)No
2019-10-01Plan is a collectively bargained planYes
2019-10-01Plan funding arrangement – InsuranceYes
2019-10-01Plan funding arrangement – TrustYes
2019-10-01Plan benefit arrangement – InsuranceYes
2019-10-01Plan benefit arrangement - TrustYes
2018: WESTROCK COMPANY CONSOLIDATED PENSION PLAN 2018 form 5500 responses
2018-10-01Type of plan entitySingle employer plan
2018-10-01Submission has been amendedNo
2018-10-01This submission is the final filingNo
2018-10-01This return/report is a short plan year return/report (less than 12 months)No
2018-10-01Plan is a collectively bargained planYes
2018-10-01Plan funding arrangement – InsuranceYes
2018-10-01Plan funding arrangement – TrustYes
2018-10-01Plan benefit arrangement – InsuranceYes
2018-10-01Plan benefit arrangement - TrustYes
2017: WESTROCK COMPANY CONSOLIDATED PENSION PLAN 2017 form 5500 responses
2017-10-01Type of plan entitySingle employer plan
2017-10-01Submission has been amendedNo
2017-10-01This submission is the final filingNo
2017-10-01This return/report is a short plan year return/report (less than 12 months)No
2017-10-01Plan is a collectively bargained planYes
2017-10-01Plan funding arrangement – InsuranceYes
2017-10-01Plan funding arrangement – TrustYes
2017-10-01Plan benefit arrangement – InsuranceYes
2017-10-01Plan benefit arrangement - TrustYes
2016: WESTROCK COMPANY CONSOLIDATED PENSION PLAN 2016 form 5500 responses
2016-10-01Type of plan entitySingle employer plan
2016-10-01Submission has been amendedNo
2016-10-01This submission is the final filingNo
2016-10-01This return/report is a short plan year return/report (less than 12 months)No
2016-10-01Plan is a collectively bargained planYes
2016-10-01Plan funding arrangement – InsuranceYes
2016-10-01Plan funding arrangement – TrustYes
2016-10-01Plan benefit arrangement – InsuranceYes
2016-10-01Plan benefit arrangement - TrustYes
2015: WESTROCK COMPANY CONSOLIDATED PENSION PLAN 2015 form 5500 responses
2015-10-01Type of plan entityMulitple employer plan
2015-10-01Submission has been amendedNo
2015-10-01This submission is the final filingNo
2015-10-01This return/report is a short plan year return/report (less than 12 months)No
2015-10-01Plan is a collectively bargained planYes
2015-10-01Plan funding arrangement – InsuranceYes
2015-10-01Plan funding arrangement – TrustYes
2015-10-01Plan benefit arrangement – InsuranceYes
2015-10-01Plan benefit arrangement - TrustYes
2014: WESTROCK COMPANY CONSOLIDATED PENSION PLAN 2014 form 5500 responses
2014-10-01Type of plan entitySingle employer plan
2014-10-01Submission has been amendedNo
2014-10-01This submission is the final filingNo
2014-10-01This return/report is a short plan year return/report (less than 12 months)No
2014-10-01Plan is a collectively bargained planYes
2014-10-01Plan funding arrangement – InsuranceYes
2014-10-01Plan funding arrangement – TrustYes
2014-10-01Plan benefit arrangement – InsuranceYes
2014-10-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract numberGAC 853 ASSN 0
Policy instance 3
Insurance contract or identification numberGAC 853 ASSN 0
Number of Individuals Covered27
Insurance policy start date2021-10-01
Insurance policy end date2022-09-30
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?Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract numberGAC 191 ASSN 0
Policy instance 2
Insurance contract or identification numberGAC 191 ASSN 0
Number of Individuals Covered61
Insurance policy start date2021-10-01
Insurance policy end date2022-09-30
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?Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number2047
Policy instance 1
Insurance contract or identification number2047
Number of Individuals Covered1
Insurance policy start date2021-10-01
Insurance policy end date2022-09-30
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract numberGAC 853 ASSN 0
Policy instance 3
Insurance contract or identification numberGAC 853 ASSN 0
Number of Individuals Covered29
Insurance policy start date2020-10-01
Insurance policy end date2021-09-30
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?Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract numberGAC 191 ASSN 0
Policy instance 2
Insurance contract or identification numberGAC 191 ASSN 0
Number of Individuals Covered65
Insurance policy start date2020-10-01
Insurance policy end date2021-09-30
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?Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number2047
Policy instance 1
Insurance contract or identification number2047
Number of Individuals Covered1
Insurance policy start date2020-10-01
Insurance policy end date2021-09-30
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract numberGAC 853 ASSN 0
Policy instance 4
Insurance contract or identification numberGAC 853 ASSN 0
Number of Individuals Covered35
Insurance policy start date2019-10-01
Insurance policy end date2020-09-30
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?Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract numberGAC 191 ASSN 0
Policy instance 3
Insurance contract or identification numberGAC 191 ASSN 0
Number of Individuals Covered80
Insurance policy start date2019-10-01
Insurance policy end date2020-09-30
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?Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 )
Policy contract number1370
Policy instance 2
Insurance contract or identification number1370
Number of Individuals Covered0
Insurance policy start date2019-10-01
Insurance policy end date2020-09-30
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number2047
Policy instance 1
Insurance contract or identification number2047
Number of Individuals Covered1
Insurance policy start date2019-10-01
Insurance policy end date2020-09-30
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract numberGAC 853 ASSN 0
Policy instance 4
Insurance contract or identification numberGAC 853 ASSN 0
Number of Individuals Covered42
Insurance policy start date2018-10-01
Insurance policy end date2019-09-30
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?Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract numberGAC 191 ASSN 0
Policy instance 3
Insurance contract or identification numberGAC 191 ASSN 0
Number of Individuals Covered93
Insurance policy start date2018-10-01
Insurance policy end date2019-09-30
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?Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 )
Policy contract number1370
Policy instance 2
Insurance contract or identification number1370
Number of Individuals Covered7
Insurance policy start date2018-10-01
Insurance policy end date2019-09-30
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number2047
Policy instance 1
Insurance contract or identification number2047
Number of Individuals Covered1
Insurance policy start date2018-10-01
Insurance policy end date2019-09-30
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract numberGAC 853 ASSN 0
Policy instance 4
Insurance contract or identification numberGAC 853 ASSN 0
Number of Individuals Covered48
Insurance policy start date2017-10-01
Insurance policy end date2018-09-30
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?Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract numberGAC 191 ASSN 0
Policy instance 3
Insurance contract or identification numberGAC 191 ASSN 0
Number of Individuals Covered107
Insurance policy start date2017-10-01
Insurance policy end date2018-09-30
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?Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 )
Policy contract number1370
Policy instance 2
Insurance contract or identification number1370
Number of Individuals Covered7
Insurance policy start date2017-10-01
Insurance policy end date2018-09-30
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number2047
Policy instance 1
Insurance contract or identification number2047
Number of Individuals Covered1
Insurance policy start date2017-10-01
Insurance policy end date2018-09-30
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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