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AMERICAN COUNCIL OF LIFE INSURERS SHARED TAX ADVANTAGE RETIREMENT PLAN 401k Plan overview

Plan NameAMERICAN COUNCIL OF LIFE INSURERS SHARED TAX ADVANTAGE RETIREMENT PLAN
Plan identification number 003

AMERICAN COUNCIL OF LIFE INSURERS SHARED TAX ADVANTAGE RETIREMENT PLAN Benefits

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

401k Sponsoring company profile

AMERICAN COUNCIL OF LIFE INSURERS has sponsored the creation of one or more 401k plans.

Company Name:AMERICAN COUNCIL OF LIFE INSURERS
Employer identification number (EIN):521044350
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan AMERICAN COUNCIL OF LIFE INSURERS SHARED TAX ADVANTAGE RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032022-01-01
0032021-01-01
0032020-01-01
0032019-01-01
0032018-01-01
0032017-01-01DONALD L WALKER DONALD L WALKER2018-07-19
0032016-01-01DONALD L WALKER DONALD L WALKER2017-08-15
0032015-01-01DONALD L WALKER DONALD L WALKER2016-07-11
0032014-01-01DONALD L WALKER DONALD L WALKER2015-09-15
0032013-01-01DONALD L WALKER DONALD L WALKER2014-08-21
0032012-01-01DONALD L WALKER DONALD L WALKER2014-06-16
0032011-01-01DONALD L WALKER DONALD L WALKER2012-09-10
0032010-01-01DONALD L. WALKER DONALD L. WALKER2011-10-11
0032009-01-01DONALD L WALKER DONALD L WALKER2010-08-18
0032009-01-01DONALD L WALKER DONALD L WALKER2010-09-14

Plan Statistics for AMERICAN COUNCIL OF LIFE INSURERS SHARED TAX ADVANTAGE RETIREMENT PLAN

401k plan membership statisitcs for AMERICAN COUNCIL OF LIFE INSURERS SHARED TAX ADVANTAGE RETIREMENT PLAN

Measure Date Value
2022: AMERICAN COUNCIL OF LIFE INSURERS SHARED TAX ADVANTAGE RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01247
Total number of active participants reported on line 7a of the Form 55002022-01-01106
Number of retired or separated participants receiving benefits2022-01-018
Number of other retired or separated participants entitled to future benefits2022-01-01122
Total of all active and inactive participants2022-01-01236
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01236
Number of participants with account balances2022-01-01236
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: AMERICAN COUNCIL OF LIFE INSURERS SHARED TAX ADVANTAGE RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01249
Total number of active participants reported on line 7a of the Form 55002021-01-01113
Number of retired or separated participants receiving benefits2021-01-017
Number of other retired or separated participants entitled to future benefits2021-01-01125
Total of all active and inactive participants2021-01-01245
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01245
Number of participants with account balances2021-01-01245
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: AMERICAN COUNCIL OF LIFE INSURERS SHARED TAX ADVANTAGE RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01253
Total number of active participants reported on line 7a of the Form 55002020-01-01113
Number of retired or separated participants receiving benefits2020-01-017
Number of other retired or separated participants entitled to future benefits2020-01-01127
Total of all active and inactive participants2020-01-01247
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-01248
Number of participants with account balances2020-01-01248
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: AMERICAN COUNCIL OF LIFE INSURERS SHARED TAX ADVANTAGE RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01258
Total number of active participants reported on line 7a of the Form 55002019-01-01108
Number of retired or separated participants receiving benefits2019-01-018
Number of other retired or separated participants entitled to future benefits2019-01-01133
Total of all active and inactive participants2019-01-01249
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01249
Number of participants with account balances2019-01-01249
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: AMERICAN COUNCIL OF LIFE INSURERS SHARED TAX ADVANTAGE RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01254
Total number of active participants reported on line 7a of the Form 55002018-01-01115
Number of retired or separated participants receiving benefits2018-01-015
Number of other retired or separated participants entitled to future benefits2018-01-01136
Total of all active and inactive participants2018-01-01256
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01256
Number of participants with account balances2018-01-01256
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: AMERICAN COUNCIL OF LIFE INSURERS SHARED TAX ADVANTAGE RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01255
Total number of active participants reported on line 7a of the Form 55002017-01-01115
Number of retired or separated participants receiving benefits2017-01-015
Number of other retired or separated participants entitled to future benefits2017-01-01130
Total of all active and inactive participants2017-01-01250
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01250
Number of participants with account balances2017-01-01250
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: AMERICAN COUNCIL OF LIFE INSURERS SHARED TAX ADVANTAGE RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01262
Total number of active participants reported on line 7a of the Form 55002016-01-01120
Number of retired or separated participants receiving benefits2016-01-016
Number of other retired or separated participants entitled to future benefits2016-01-01129
Total of all active and inactive participants2016-01-01255
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01255
Number of participants with account balances2016-01-01255
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: AMERICAN COUNCIL OF LIFE INSURERS SHARED TAX ADVANTAGE RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01260
Total number of active participants reported on line 7a of the Form 55002015-01-01121
Number of retired or separated participants receiving benefits2015-01-015
Number of other retired or separated participants entitled to future benefits2015-01-01136
Total of all active and inactive participants2015-01-01262
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01262
Number of participants with account balances2015-01-01262
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: AMERICAN COUNCIL OF LIFE INSURERS SHARED TAX ADVANTAGE RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01282
Total number of active participants reported on line 7a of the Form 55002014-01-01122
Number of retired or separated participants receiving benefits2014-01-015
Number of other retired or separated participants entitled to future benefits2014-01-01133
Total of all active and inactive participants2014-01-01260
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01260
Number of participants with account balances2014-01-01265
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-011
2013: AMERICAN COUNCIL OF LIFE INSURERS SHARED TAX ADVANTAGE RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01269
Total number of active participants reported on line 7a of the Form 55002013-01-01121
Number of retired or separated participants receiving benefits2013-01-018
Number of other retired or separated participants entitled to future benefits2013-01-01149
Total of all active and inactive participants2013-01-01278
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01278
Number of participants with account balances2013-01-01278
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-017
2012: AMERICAN COUNCIL OF LIFE INSURERS SHARED TAX ADVANTAGE RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01271
Total number of active participants reported on line 7a of the Form 55002012-01-01124
Number of retired or separated participants receiving benefits2012-01-019
Number of other retired or separated participants entitled to future benefits2012-01-01136
Total of all active and inactive participants2012-01-01269
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01269
Number of participants with account balances2012-01-01269
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: AMERICAN COUNCIL OF LIFE INSURERS SHARED TAX ADVANTAGE RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01284
Total number of active participants reported on line 7a of the Form 55002011-01-01123
Number of retired or separated participants receiving benefits2011-01-0110
Number of other retired or separated participants entitled to future benefits2011-01-01138
Total of all active and inactive participants2011-01-01271
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01271
Number of participants with account balances2011-01-01271
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-013
2010: AMERICAN COUNCIL OF LIFE INSURERS SHARED TAX ADVANTAGE RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01293
Total number of active participants reported on line 7a of the Form 55002010-01-01122
Number of retired or separated participants receiving benefits2010-01-0111
Number of other retired or separated participants entitled to future benefits2010-01-01151
Total of all active and inactive participants2010-01-01284
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01284
Number of participants with account balances2010-01-01284
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-014
2009: AMERICAN COUNCIL OF LIFE INSURERS SHARED TAX ADVANTAGE RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01301
Total number of active participants reported on line 7a of the Form 55002009-01-01120
Number of retired or separated participants receiving benefits2009-01-0127
Number of other retired or separated participants entitled to future benefits2009-01-01145
Total of all active and inactive participants2009-01-01292
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-01293
Number of participants with account balances2009-01-01293
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-016

Financial Data on AMERICAN COUNCIL OF LIFE INSURERS SHARED TAX ADVANTAGE RETIREMENT PLAN

Measure Date Value
2022 : AMERICAN COUNCIL OF LIFE INSURERS SHARED TAX ADVANTAGE RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-10,950,201
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$8,367,416
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$8,205,908
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$3,848,099
Value of total assets at end of year2022-12-31$94,863,891
Value of total assets at beginning of year2022-12-31$114,181,508
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$161,508
Total interest from all sources2022-12-31$1,302,574
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$960,576
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$960,576
Administrative expenses professional fees incurred2022-12-31$15,800
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,809,556
Participant contributions at end of year2022-12-31$279,045
Participant contributions at beginning of year2022-12-31$380,200
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$67,338
Administrative expenses (other) incurred2022-12-31$250
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-19,317,617
Value of net assets at end of year (total assets less liabilities)2022-12-31$94,863,891
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$114,181,508
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$61,705,756
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$79,913,911
Value of interest in pooled separate accounts at end of year2022-12-31$1,541,404
Value of interest in pooled separate accounts at beginning of year2022-12-31$1,849,597
Interest on participant loans2022-12-31$13,727
Interest earned on other investments2022-12-31$1,288,847
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$31,337,686
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$32,037,800
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-16,754,731
Net investment gain/loss from pooled separate accounts2022-12-31$-306,719
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$1,971,205
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$8,205,908
Contract administrator fees2022-12-31$145,458
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31RSM US LLP
Accountancy firm EIN2022-12-31420714325
2021 : AMERICAN COUNCIL OF LIFE INSURERS SHARED TAX ADVANTAGE RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$16,182,596
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$5,208,978
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$5,037,078
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$3,704,932
Value of total assets at end of year2021-12-31$114,181,508
Value of total assets at beginning of year2021-12-31$103,207,890
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$171,900
Total interest from all sources2021-12-31$1,237,673
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$816,049
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$816,049
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,764,177
Participant contributions at end of year2021-12-31$380,200
Participant contributions at beginning of year2021-12-31$391,171
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$43,535
Administrative expenses (other) incurred2021-12-31$171,900
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$10,973,618
Value of net assets at end of year (total assets less liabilities)2021-12-31$114,181,508
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$103,207,890
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$79,913,911
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$71,314,704
Value of interest in pooled separate accounts at end of year2021-12-31$1,849,597
Value of interest in pooled separate accounts at beginning of year2021-12-31$1,660,882
Interest on participant loans2021-12-31$18,402
Interest earned on other investments2021-12-31$1,219,271
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$32,037,800
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$29,841,133
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$10,235,227
Net investment gain/loss from pooled separate accounts2021-12-31$188,715
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$1,897,220
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$5,037,078
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31RSM US LLP
Accountancy firm EIN2021-12-31420714325
2020 : AMERICAN COUNCIL OF LIFE INSURERS SHARED TAX ADVANTAGE RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$18,348,403
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$7,105,207
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$6,968,876
Value of total corrective distributions2020-12-31$1,945
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$3,680,647
Value of total assets at end of year2020-12-31$103,207,890
Value of total assets at beginning of year2020-12-31$91,964,694
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$134,386
Total interest from all sources2020-12-31$1,071,416
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$845,459
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$845,459
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,671,228
Participant contributions at end of year2020-12-31$391,171
Participant contributions at beginning of year2020-12-31$417,639
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$140,961
Administrative expenses (other) incurred2020-12-31$134,386
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$11,243,196
Value of net assets at end of year (total assets less liabilities)2020-12-31$103,207,890
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$91,964,694
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$71,314,704
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$67,579,418
Value of interest in pooled separate accounts at end of year2020-12-31$1,660,882
Value of interest in pooled separate accounts at beginning of year2020-12-31$1,469,427
Interest on participant loans2020-12-31$21,417
Interest earned on other investments2020-12-31$1,049,999
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$29,841,133
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$22,498,210
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$12,559,426
Net investment gain/loss from pooled separate accounts2020-12-31$191,455
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$1,868,458
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$6,968,876
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31RSM US LLP
Accountancy firm EIN2020-12-31420714325
2019 : AMERICAN COUNCIL OF LIFE INSURERS SHARED TAX ADVANTAGE RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$18,826,430
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$5,893,383
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$5,767,814
Value of total corrective distributions2019-12-31$3,135
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$3,633,429
Value of total assets at end of year2019-12-31$91,964,694
Value of total assets at beginning of year2019-12-31$79,031,647
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$122,434
Total interest from all sources2019-12-31$993,820
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$972,593
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$972,593
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,603,417
Participant contributions at end of year2019-12-31$417,639
Participant contributions at beginning of year2019-12-31$526,392
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$80,341
Other income not declared elsewhere2019-12-31$32,500
Administrative expenses (other) incurred2019-12-31$122,434
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$12,933,047
Value of net assets at end of year (total assets less liabilities)2019-12-31$91,964,694
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$79,031,647
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$67,579,418
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$52,147,138
Value of interest in pooled separate accounts at end of year2019-12-31$1,469,427
Value of interest in pooled separate accounts at beginning of year2019-12-31$1,224,925
Interest on participant loans2019-12-31$23,598
Interest earned on other investments2019-12-31$969,631
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$591
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$22,498,210
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$25,133,192
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$12,949,013
Net investment gain/loss from pooled separate accounts2019-12-31$245,075
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,949,671
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$5,767,814
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31RSM US LLP
Accountancy firm EIN2019-12-31420714325
2018 : AMERICAN COUNCIL OF LIFE INSURERS SHARED TAX ADVANTAGE RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$1,067,868
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$5,715,932
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$5,674,234
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$3,663,770
Value of total assets at end of year2018-12-31$79,031,647
Value of total assets at beginning of year2018-12-31$83,679,711
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$41,698
Total interest from all sources2018-12-31$982,471
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$810,381
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$810,381
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,603,331
Participant contributions at end of year2018-12-31$526,392
Participant contributions at beginning of year2018-12-31$577,269
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$80,757
Other income not declared elsewhere2018-12-31$40,000
Administrative expenses (other) incurred2018-12-31$41,698
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-4,648,064
Value of net assets at end of year (total assets less liabilities)2018-12-31$79,031,647
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$83,679,711
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$52,147,138
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$57,869,977
Value of interest in pooled separate accounts at end of year2018-12-31$1,224,925
Value of interest in pooled separate accounts at beginning of year2018-12-31$1,310,768
Interest on participant loans2018-12-31$25,642
Interest earned on other investments2018-12-31$955,008
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$1,821
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$25,133,192
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$23,917,071
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-4,342,912
Net investment gain/loss from pooled separate accounts2018-12-31$-85,842
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$1,979,682
Employer contributions (assets) at end of year2018-12-31$0
Employer contributions (assets) at beginning of year2018-12-31$4,626
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$5,674,234
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31RSM US LLP
Accountancy firm EIN2018-12-31420714325
2017 : AMERICAN COUNCIL OF LIFE INSURERS SHARED TAX ADVANTAGE RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$16,032,473
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$3,747,553
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$3,705,170
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$4,125,619
Value of total assets at end of year2017-12-31$83,679,711
Value of total assets at beginning of year2017-12-31$71,394,791
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$42,383
Total interest from all sources2017-12-31$929,210
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$674,648
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$674,648
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,537,377
Participant contributions at end of year2017-12-31$577,269
Participant contributions at beginning of year2017-12-31$593,955
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$629,762
Other income not declared elsewhere2017-12-31$40,000
Administrative expenses (other) incurred2017-12-31$42,383
Total non interest bearing cash at end of year2017-12-31$0
Total non interest bearing cash at beginning of year2017-12-31$264
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$12,284,920
Value of net assets at end of year (total assets less liabilities)2017-12-31$83,679,711
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$71,394,791
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$57,869,977
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$47,870,940
Value of interest in pooled separate accounts at end of year2017-12-31$1,310,768
Value of interest in pooled separate accounts at beginning of year2017-12-31$1,159,921
Interest on participant loans2017-12-31$27,193
Interest earned on other investments2017-12-31$901,546
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$188,554
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$188,554
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$471
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$23,917,071
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$21,581,157
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$10,112,150
Net investment gain/loss from pooled separate accounts2017-12-31$150,846
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$1,958,480
Employer contributions (assets) at end of year2017-12-31$4,626
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$3,705,170
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31RSM US LLP
Accountancy firm EIN2017-12-31420714325
2016 : AMERICAN COUNCIL OF LIFE INSURERS SHARED TAX ADVANTAGE RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$7,715,226
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,763,795
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,720,715
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$3,480,364
Value of total assets at end of year2016-12-31$71,394,791
Value of total assets at beginning of year2016-12-31$65,443,360
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$43,080
Total interest from all sources2016-12-31$808,817
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$668,102
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$668,102
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,509,304
Participant contributions at end of year2016-12-31$593,955
Participant contributions at beginning of year2016-12-31$518,979
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$51,258
Other income not declared elsewhere2016-12-31$40,000
Administrative expenses (other) incurred2016-12-31$43,080
Total non interest bearing cash at end of year2016-12-31$264
Total non interest bearing cash at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$5,951,431
Value of net assets at end of year (total assets less liabilities)2016-12-31$71,394,791
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$65,443,360
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$47,870,940
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$44,651,897
Value of interest in pooled separate accounts at end of year2016-12-31$1,159,921
Value of interest in pooled separate accounts at beginning of year2016-12-31$1,096,121
Interest on participant loans2016-12-31$24,060
Interest earned on other investments2016-12-31$784,725
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$188,554
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$223,754
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$223,754
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$32
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$21,581,157
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$18,952,609
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$2,654,143
Net investment gain/loss from pooled separate accounts2016-12-31$63,800
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$1,919,802
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,720,715
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31RSM US LLP
Accountancy firm EIN2016-12-31420714325
2015 : AMERICAN COUNCIL OF LIFE INSURERS SHARED TAX ADVANTAGE RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$4,262,569
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,876,688
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,834,500
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$3,415,449
Value of total assets at end of year2015-12-31$65,443,360
Value of total assets at beginning of year2015-12-31$63,057,479
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$42,188
Total interest from all sources2015-12-31$729,104
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$628,603
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$628,603
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,486,027
Participant contributions at end of year2015-12-31$518,979
Participant contributions at beginning of year2015-12-31$604,858
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$3,680
Other income not declared elsewhere2015-12-31$40,000
Administrative expenses (other) incurred2015-12-31$42,188
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$2,385,881
Value of net assets at end of year (total assets less liabilities)2015-12-31$65,443,360
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$63,057,479
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$44,651,897
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$43,793,189
Value of interest in pooled separate accounts at end of year2015-12-31$1,096,121
Value of interest in pooled separate accounts at beginning of year2015-12-31$1,103,605
Interest on participant loans2015-12-31$24,550
Interest earned on other investments2015-12-31$704,529
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$223,754
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$259,717
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$259,717
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$25
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$18,952,609
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$17,296,110
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-543,121
Net investment gain/loss from pooled separate accounts2015-12-31$-7,466
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$1,925,742
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,834,500
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31RSM US LLP
Accountancy firm EIN2015-12-31420714325
2014 : AMERICAN COUNCIL OF LIFE INSURERS SHARED TAX ADVANTAGE RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$12,282,449
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$2,971,837
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$2,929,415
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$8,797,912
Value of total assets at end of year2014-12-31$63,057,479
Value of total assets at beginning of year2014-12-31$53,746,867
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$42,422
Total interest from all sources2014-12-31$648,195
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$526,417
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$526,417
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,487,253
Participant contributions at end of year2014-12-31$604,858
Participant contributions at beginning of year2014-12-31$498,326
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$5,385,634
Other income not declared elsewhere2014-12-31$40,000
Administrative expenses (other) incurred2014-12-31$42,422
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$9,310,612
Value of net assets at end of year (total assets less liabilities)2014-12-31$63,057,479
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$53,746,867
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$43,793,189
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$36,565,984
Value of interest in pooled separate accounts at end of year2014-12-31$1,103,605
Value of interest in pooled separate accounts at beginning of year2014-12-31$1,025,556
Interest on participant loans2014-12-31$24,569
Interest earned on other investments2014-12-31$623,608
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$259,717
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$142,698
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$142,698
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$18
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$17,296,110
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$15,514,303
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$2,223,186
Net investment gain/loss from pooled separate accounts2014-12-31$46,739
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$1,925,025
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$2,929,415
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31MCGLADREY LLP
Accountancy firm EIN2014-12-31420714325
2013 : AMERICAN COUNCIL OF LIFE INSURERS SHARED TAX ADVANTAGE RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$10,986,852
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$3,222,994
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$3,167,923
Value of total corrective distributions2013-12-31$23,125
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$2,721,181
Value of total assets at end of year2013-12-31$53,746,867
Value of total assets at beginning of year2013-12-31$45,983,009
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$31,946
Total interest from all sources2013-12-31$639,600
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$347,180
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$347,180
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$1,309,940
Participant contributions at end of year2013-12-31$498,326
Participant contributions at beginning of year2013-12-31$419,909
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$429,894
Other income not declared elsewhere2013-12-31$40,000
Administrative expenses (other) incurred2013-12-31$31,946
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$7,763,858
Value of net assets at end of year (total assets less liabilities)2013-12-31$53,746,867
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$45,983,009
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$36,565,984
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$29,590,478
Value of interest in pooled separate accounts at end of year2013-12-31$1,025,556
Value of interest in pooled separate accounts at beginning of year2013-12-31$29,355
Interest on participant loans2013-12-31$21,645
Interest earned on other investments2013-12-31$617,935
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$142,698
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$196,682
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$196,682
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$20
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$15,514,303
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$15,746,585
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$7,146,691
Net investment gain/loss from pooled separate accounts2013-12-31$92,200
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$981,347
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$3,167,923
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31MCGLADREY LLP
Accountancy firm EIN2013-12-31420714325
2012 : AMERICAN COUNCIL OF LIFE INSURERS SHARED TAX ADVANTAGE RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$7,154,103
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$2,934,453
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$2,932,878
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$2,592,837
Value of total assets at end of year2012-12-31$45,983,009
Value of total assets at beginning of year2012-12-31$41,763,359
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$1,575
Total interest from all sources2012-12-31$635,573
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$394,655
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$394,655
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,316,746
Participant contributions at end of year2012-12-31$419,909
Participant contributions at beginning of year2012-12-31$404,504
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$305,263
Other income not declared elsewhere2012-12-31$10,000
Administrative expenses (other) incurred2012-12-31$1,575
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$4,219,650
Value of net assets at end of year (total assets less liabilities)2012-12-31$45,983,009
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$41,763,359
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$29,590,478
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$25,528,541
Value of interest in pooled separate accounts at end of year2012-12-31$29,355
Value of interest in pooled separate accounts at beginning of year2012-12-31$17,754
Interest on participant loans2012-12-31$17,689
Interest earned on other investments2012-12-31$617,884
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$196,682
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$198,631
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$198,631
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$15,746,585
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$15,613,929
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$3,518,889
Net investment gain/loss from pooled separate accounts2012-12-31$2,149
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$970,828
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$2,932,878
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31MCGLADREY LLP
Accountancy firm EIN2012-12-31420714325
2011 : AMERICAN COUNCIL OF LIFE INSURERS SHARED TAX ADVANTAGE RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$2,040,949
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$2,596,218
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$2,579,823
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$2,197,693
Value of total assets at end of year2011-12-31$41,763,359
Value of total assets at beginning of year2011-12-31$42,318,628
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$16,395
Total interest from all sources2011-12-31$624,104
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$337,532
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$337,532
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$1,236,159
Participant contributions at end of year2011-12-31$404,504
Participant contributions at beginning of year2011-12-31$360,810
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$20,512
Other income not declared elsewhere2011-12-31$17,500
Administrative expenses (other) incurred2011-12-31$16,395
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-555,269
Value of net assets at end of year (total assets less liabilities)2011-12-31$41,763,359
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$42,318,628
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$25,528,541
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$26,675,598
Value of interest in pooled separate accounts at end of year2011-12-31$17,754
Value of interest in pooled separate accounts at beginning of year2011-12-31$7,680
Interest on participant loans2011-12-31$20,080
Interest earned on other investments2011-12-31$603,982
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$198,631
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$193,635
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$193,635
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$42
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$15,613,929
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$15,080,905
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-1,136,019
Net investment gain/loss from pooled separate accounts2011-12-31$139
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$941,022
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$2,579,823
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31MCGLADREY LLP
Accountancy firm EIN2011-12-31420714325
2010 : AMERICAN COUNCIL OF LIFE INSURERS SHARED TAX ADVANTAGE RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$5,880,563
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$2,285,099
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$2,283,729
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$2,099,651
Value of total assets at end of year2010-12-31$42,318,628
Value of total assets at beginning of year2010-12-31$38,723,164
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$1,370
Total interest from all sources2010-12-31$602,851
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$303,847
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$303,847
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$1,234,431
Participant contributions at end of year2010-12-31$360,810
Participant contributions at beginning of year2010-12-31$262,218
Assets. Other investments not covered elsewhere at end of year2010-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$0
Administrative expenses (other) incurred2010-12-31$1,370
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$3,595,464
Value of net assets at end of year (total assets less liabilities)2010-12-31$42,318,628
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$38,723,164
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$26,675,598
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$23,571,912
Value of interest in pooled separate accounts at end of year2010-12-31$7,680
Value of interest in pooled separate accounts at beginning of year2010-12-31$0
Interest on participant loans2010-12-31$15,207
Interest earned on other investments2010-12-31$587,581
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$193,635
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$239,489
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$239,489
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$63
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$15,080,905
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$14,649,545
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$2,873,497
Net investment gain/loss from pooled separate accounts2010-12-31$717
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$865,220
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$2,283,729
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31MCGLADREY & PULLEN LLP
Accountancy firm EIN2010-12-31420714325
2009 : AMERICAN COUNCIL OF LIFE INSURERS SHARED TAX ADVANTAGE RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for AMERICAN COUNCIL OF LIFE INSURERS SHARED TAX ADVANTAGE RETIREMENT PLAN

2022: AMERICAN COUNCIL OF LIFE INSURERS SHARED TAX ADVANTAGE RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: AMERICAN COUNCIL OF LIFE INSURERS SHARED TAX ADVANTAGE RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: AMERICAN COUNCIL OF LIFE INSURERS SHARED TAX ADVANTAGE RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: AMERICAN COUNCIL OF LIFE INSURERS SHARED TAX ADVANTAGE RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: AMERICAN COUNCIL OF LIFE INSURERS SHARED TAX ADVANTAGE RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: AMERICAN COUNCIL OF LIFE INSURERS SHARED TAX ADVANTAGE RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: AMERICAN COUNCIL OF LIFE INSURERS SHARED TAX ADVANTAGE RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: AMERICAN COUNCIL OF LIFE INSURERS SHARED TAX ADVANTAGE RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: AMERICAN COUNCIL OF LIFE INSURERS SHARED TAX ADVANTAGE RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: AMERICAN COUNCIL OF LIFE INSURERS SHARED TAX ADVANTAGE RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: AMERICAN COUNCIL OF LIFE INSURERS SHARED TAX ADVANTAGE RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedYes
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: AMERICAN COUNCIL OF LIFE INSURERS SHARED TAX ADVANTAGE RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: AMERICAN COUNCIL OF LIFE INSURERS SHARED TAX ADVANTAGE RETIREMENT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: AMERICAN COUNCIL OF LIFE INSURERS SHARED TAX ADVANTAGE RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number003890
Policy instance 1
Insurance contract or identification number003890
Number of Individuals Covered236
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number003890
Policy instance 1
Insurance contract or identification number003890
Number of Individuals Covered245
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number003890
Policy instance 1
Insurance contract or identification number003890
Number of Individuals Covered248
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number003890
Policy instance 1
Insurance contract or identification number003890
Number of Individuals Covered249
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number003890
Policy instance 1
Insurance contract or identification number003890
Number of Individuals Covered250
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number003890
Policy instance 1
Insurance contract or identification number003890
Number of Individuals Covered262
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number003890
Policy instance 1
Insurance contract or identification number003890
Number of Individuals Covered265
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract numberGA-003890
Policy instance 1
Insurance contract or identification numberGA-003890
Number of Individuals Covered278
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract numberGA-003890
Policy instance 1
Insurance contract or identification numberGA-003890
Number of Individuals Covered269
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract numberGA-003890
Policy instance 1
Insurance contract or identification numberGA-003890
Number of Individuals Covered271
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract numberGA-003890
Policy instance 1
Insurance contract or identification numberGA-003890
Number of Individuals Covered284
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
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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