?>
Logo

NATIONAL WILDLIFE FEDERATION TAX DEFERRED ANNUITY 401k Plan overview

Plan NameNATIONAL WILDLIFE FEDERATION TAX DEFERRED ANNUITY
Plan identification number 002

NATIONAL WILDLIFE FEDERATION TAX DEFERRED ANNUITY Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

NATIONAL WILDLIFE FEDERATION has sponsored the creation of one or more 401k plans.

Company Name:NATIONAL WILDLIFE FEDERATION
Employer identification number (EIN):530204616
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Additional information about NATIONAL WILDLIFE FEDERATION

Jurisdiction of Incorporation: Vermont Secretary of State Corporations Division
Incorporation Date: 1990-11-29
Company Identification Number: 49743
Legal Registered Office Address: 17 G W Tatro Dr

Jeffersonville
United States of America (USA)
05464

More information about NATIONAL WILDLIFE FEDERATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NATIONAL WILDLIFE FEDERATION TAX DEFERRED ANNUITY

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01NICOLE FREYMAN NICOLE FREYMAN2018-10-09
0022016-01-01NICOLE FREYMAN NICOLE FREYMAN2017-10-11
0022015-01-01NICOLE FREYMAN NICOLE FREYMAN2016-10-10
0022014-01-01NICOLE FREYMAN NICOLE FREYMAN2015-10-08
0022013-01-01NICOLE PRICE NATIONAL WILDLIFE FEDERATION2014-09-30
0022012-01-01PATSY A CORNWELL PATSY A CORNWELL2013-07-30
0022011-01-01PATSY A CORNWELL PATSY A CORNWELL2012-07-30
0022010-01-01PATSY A CORNWELL PATSY A CORNWELL2011-07-25
0022009-01-01PATSY A CORNWELL PATSY A CORNWELL2010-10-14

Plan Statistics for NATIONAL WILDLIFE FEDERATION TAX DEFERRED ANNUITY

401k plan membership statisitcs for NATIONAL WILDLIFE FEDERATION TAX DEFERRED ANNUITY

Measure Date Value
2022: NATIONAL WILDLIFE FEDERATION TAX DEFERRED ANNUITY 2022 401k membership
Total participants, beginning-of-year2022-01-01603
Total number of active participants reported on line 7a of the Form 55002022-01-01410
Number of retired or separated participants receiving benefits2022-01-016
Number of other retired or separated participants entitled to future benefits2022-01-01255
Total of all active and inactive participants2022-01-01671
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01671
Number of participants with account balances2022-01-01669
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0111
2021: NATIONAL WILDLIFE FEDERATION TAX DEFERRED ANNUITY 2021 401k membership
Total participants, beginning-of-year2021-01-01616
Total number of active participants reported on line 7a of the Form 55002021-01-01364
Number of retired or separated participants receiving benefits2021-01-018
Number of other retired or separated participants entitled to future benefits2021-01-01260
Total of all active and inactive participants2021-01-01632
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01632
Number of participants with account balances2021-01-01632
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0124
2020: NATIONAL WILDLIFE FEDERATION TAX DEFERRED ANNUITY 2020 401k membership
Total participants, beginning-of-year2020-01-01597
Total number of active participants reported on line 7a of the Form 55002020-01-01347
Number of retired or separated participants receiving benefits2020-01-0110
Number of other retired or separated participants entitled to future benefits2020-01-01259
Total of all active and inactive participants2020-01-01616
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01616
Number of participants with account balances2020-01-01615
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0113
2019: NATIONAL WILDLIFE FEDERATION TAX DEFERRED ANNUITY 2019 401k membership
Total participants, beginning-of-year2019-01-01594
Total number of active participants reported on line 7a of the Form 55002019-01-01338
Number of retired or separated participants receiving benefits2019-01-019
Number of other retired or separated participants entitled to future benefits2019-01-01250
Total of all active and inactive participants2019-01-01597
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01597
Number of participants with account balances2019-01-01594
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0128
2018: NATIONAL WILDLIFE FEDERATION TAX DEFERRED ANNUITY 2018 401k membership
Total participants, beginning-of-year2018-01-01594
Total number of active participants reported on line 7a of the Form 55002018-01-01334
Number of retired or separated participants receiving benefits2018-01-019
Number of other retired or separated participants entitled to future benefits2018-01-01251
Total of all active and inactive participants2018-01-01594
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01594
Number of participants with account balances2018-01-01566
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0114
2017: NATIONAL WILDLIFE FEDERATION TAX DEFERRED ANNUITY 2017 401k membership
Total participants, beginning-of-year2017-01-01570
Total number of active participants reported on line 7a of the Form 55002017-01-01333
Number of retired or separated participants receiving benefits2017-01-0115
Number of other retired or separated participants entitled to future benefits2017-01-01245
Total of all active and inactive participants2017-01-01593
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-01594
Number of participants with account balances2017-01-01556
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0113
2016: NATIONAL WILDLIFE FEDERATION TAX DEFERRED ANNUITY 2016 401k membership
Total participants, beginning-of-year2016-01-01571
Total number of active participants reported on line 7a of the Form 55002016-01-01308
Number of retired or separated participants receiving benefits2016-01-0110
Number of other retired or separated participants entitled to future benefits2016-01-01249
Total of all active and inactive participants2016-01-01567
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-01568
Number of participants with account balances2016-01-01550
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-016
2015: NATIONAL WILDLIFE FEDERATION TAX DEFERRED ANNUITY 2015 401k membership
Total participants, beginning-of-year2015-01-01579
Total number of active participants reported on line 7a of the Form 55002015-01-01289
Number of retired or separated participants receiving benefits2015-01-0110
Number of other retired or separated participants entitled to future benefits2015-01-01273
Total of all active and inactive participants2015-01-01572
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-013
Total participants2015-01-01575
Number of participants with account balances2015-01-01539
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0124
2014: NATIONAL WILDLIFE FEDERATION TAX DEFERRED ANNUITY 2014 401k membership
Total participants, beginning-of-year2014-01-01577
Total number of active participants reported on line 7a of the Form 55002014-01-01274
Number of retired or separated participants receiving benefits2014-01-0113
Number of other retired or separated participants entitled to future benefits2014-01-01291
Total of all active and inactive participants2014-01-01578
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-01579
Number of participants with account balances2014-01-01558
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0126
2013: NATIONAL WILDLIFE FEDERATION TAX DEFERRED ANNUITY 2013 401k membership
Total participants, beginning-of-year2013-01-01631
Total number of active participants reported on line 7a of the Form 55002013-01-01334
Number of retired or separated participants receiving benefits2013-01-0113
Number of other retired or separated participants entitled to future benefits2013-01-01314
Total of all active and inactive participants2013-01-01661
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-01662
Number of participants with account balances2013-01-01617
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0119
2012: NATIONAL WILDLIFE FEDERATION TAX DEFERRED ANNUITY 2012 401k membership
Total participants, beginning-of-year2012-01-01591
Total number of active participants reported on line 7a of the Form 55002012-01-01376
Number of retired or separated participants receiving benefits2012-01-0112
Number of other retired or separated participants entitled to future benefits2012-01-01276
Total of all active and inactive participants2012-01-01664
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-01665
Number of participants with account balances2012-01-01617
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-015
2011: NATIONAL WILDLIFE FEDERATION TAX DEFERRED ANNUITY 2011 401k membership
Total participants, beginning-of-year2011-01-01573
Total number of active participants reported on line 7a of the Form 55002011-01-01376
Number of retired or separated participants receiving benefits2011-01-0110
Number of other retired or separated participants entitled to future benefits2011-01-01225
Total of all active and inactive participants2011-01-01611
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-01612
Number of participants with account balances2011-01-01566
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0115
2010: NATIONAL WILDLIFE FEDERATION TAX DEFERRED ANNUITY 2010 401k membership
Total participants, beginning-of-year2010-01-01636
Total number of active participants reported on line 7a of the Form 55002010-01-01364
Number of retired or separated participants receiving benefits2010-01-016
Number of other retired or separated participants entitled to future benefits2010-01-01266
Total of all active and inactive participants2010-01-01636
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-011
Total participants2010-01-01637
Number of participants with account balances2010-01-01586
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0143
2009: NATIONAL WILDLIFE FEDERATION TAX DEFERRED ANNUITY 2009 401k membership
Total participants, beginning-of-year2009-01-01641
Total number of active participants reported on line 7a of the Form 55002009-01-01353
Number of retired or separated participants receiving benefits2009-01-012
Number of other retired or separated participants entitled to future benefits2009-01-01278
Total of all active and inactive participants2009-01-01633
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-01634
Number of participants with account balances2009-01-01634
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-01592

Financial Data on NATIONAL WILDLIFE FEDERATION TAX DEFERRED ANNUITY

Measure Date Value
2022 : NATIONAL WILDLIFE FEDERATION TAX DEFERRED ANNUITY 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$0
Total income from all sources (including contributions)2022-12-31$-11,109,031
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$6,919,564
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$6,785,463
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$6,152,471
Value of total assets at end of year2022-12-31$75,011,617
Value of total assets at beginning of year2022-12-31$93,040,212
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$134,101
Total interest from all sources2022-12-31$229,430
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,491,976
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$1,491,976
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$2,600,124
Participant contributions at end of year2022-12-31$254,678
Participant contributions at beginning of year2022-12-31$259,207
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$1,734,579
Other income not declared elsewhere2022-12-31$7,939
Total non interest bearing cash at end of year2022-12-31$8,695
Total non interest bearing cash at beginning of year2022-12-31$17,117
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-18,028,595
Value of net assets at end of year (total assets less liabilities)2022-12-31$75,011,617
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$93,040,212
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$67,295,058
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$85,794,467
Interest on participant loans2022-12-31$12,491
Interest earned on other investments2022-12-31$216,939
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$7,451,814
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$6,969,421
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-18,990,847
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$1,817,768
Employer contributions (assets) at end of year2022-12-31$1,372
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$6,785,463
Contract administrator fees2022-12-31$134,101
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31Yes
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 name2022-12-31UHY LLP
Accountancy firm EIN2022-12-31200694403
2021 : NATIONAL WILDLIFE FEDERATION TAX DEFERRED ANNUITY 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$644,659
Total income from all sources (including contributions)2021-12-31$17,780,595
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$3,833,755
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$3,732,861
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$4,185,083
Value of total assets at end of year2021-12-31$93,040,212
Value of total assets at beginning of year2021-12-31$79,738,031
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$100,894
Total interest from all sources2021-12-31$175,170
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$4,540,014
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$4,540,014
Administrative expenses professional fees incurred2021-12-31$19,000
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 period2021-12-31Yes
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$2,403,005
Participant contributions at end of year2021-12-31$259,207
Participant contributions at beginning of year2021-12-31$176,255
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$66,323
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$133,416
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$9,081
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$644,659
Other income not declared elsewhere2021-12-31$1,050
Total non interest bearing cash at end of year2021-12-31$17,117
Total non interest bearing cash at beginning of year2021-12-31$6,778
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$13,946,840
Value of net assets at end of year (total assets less liabilities)2021-12-31$93,040,212
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$79,093,372
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
Investment advisory and management fees2021-12-31$32,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$85,794,467
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$73,337,769
Interest on participant loans2021-12-31$9,756
Interest earned on other investments2021-12-31$165,414
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$6,969,421
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$5,556,345
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$8,879,278
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$1,648,662
Employer contributions (assets) at end of year2021-12-31$0
Employer contributions (assets) at beginning of year2021-12-31$585,480
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$3,732,861
Contract administrator fees2021-12-31$49,894
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31Yes
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 name2021-12-31UHY LLP
Accountancy firm EIN2021-12-31200694403
2020 : NATIONAL WILDLIFE FEDERATION TAX DEFERRED ANNUITY 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$644,659
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$17,134,840
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$3,027,653
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,933,935
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$4,180,495
Value of total assets at end of year2020-12-31$79,738,031
Value of total assets at beginning of year2020-12-31$64,986,185
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$93,718
Total interest from all sources2020-12-31$168,870
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$709,659
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$709,659
Administrative expenses professional fees incurred2020-12-31$61,718
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$2,211,756
Participant contributions at end of year2020-12-31$176,255
Participant contributions at beginning of year2020-12-31$249,217
Participant contributions at end of year2020-12-31$66,323
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$394,809
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$9,081
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$7,537
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$644,659
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$0
Other income not declared elsewhere2020-12-31$1,103
Total non interest bearing cash at end of year2020-12-31$6,778
Total non interest bearing cash at beginning of year2020-12-31$16,526
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$14,107,187
Value of net assets at end of year (total assets less liabilities)2020-12-31$79,093,372
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$64,986,185
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
Investment advisory and management fees2020-12-31$32,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$73,337,769
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$60,486,361
Interest on participant loans2020-12-31$12,563
Interest earned on other investments2020-12-31$156,307
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$5,556,345
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$4,226,544
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$12,074,713
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 contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$1,573,930
Employer contributions (assets) at end of year2020-12-31$585,480
Employer contributions (assets) at beginning of year2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,933,935
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 plan2020-12-31Unqualified
Accountancy firm name2020-12-31UHY LLP
Accountancy firm EIN2020-12-31200694403
2019 : NATIONAL WILDLIFE FEDERATION TAX DEFERRED ANNUITY 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
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 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$16,299,926
Total income from all sources (including contributions)2019-12-31$16,299,926
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$3,806,315
Total of all expenses incurred2019-12-31$3,806,315
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$3,710,016
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$3,710,016
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$3,454,840
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$3,454,840
Value of total assets at end of year2019-12-31$64,986,185
Value of total assets at end of year2019-12-31$64,986,185
Value of total assets at beginning of year2019-12-31$52,492,574
Value of total assets at beginning of year2019-12-31$52,492,574
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$96,299
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$96,299
Total interest from all sources2019-12-31$147,306
Total interest from all sources2019-12-31$147,306
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$785,566
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$785,566
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
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$785,566
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$785,566
Administrative expenses professional fees incurred2019-12-31$52,799
Administrative expenses professional fees incurred2019-12-31$52,799
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
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
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,945,590
Contributions received from participants2019-12-31$1,945,590
Participant contributions at end of year2019-12-31$249,217
Participant contributions at end of year2019-12-31$249,217
Participant contributions at beginning of year2019-12-31$293,958
Participant contributions at beginning of year2019-12-31$293,958
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$105,199
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$105,199
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$7,537
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$7,537
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$1,820
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$1,820
Other income not declared elsewhere2019-12-31$14,304
Other income not declared elsewhere2019-12-31$14,304
Total non interest bearing cash at end of year2019-12-31$16,526
Total non interest bearing cash at end of year2019-12-31$16,526
Total non interest bearing cash at beginning of year2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
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$12,493,611
Value of net income/loss2019-12-31$12,493,611
Value of net assets at end of year (total assets less liabilities)2019-12-31$64,986,185
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$52,492,574
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$52,492,574
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
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 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
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$43,500
Investment advisory and management fees2019-12-31$43,500
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$60,486,361
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$60,486,361
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$47,738,029
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$47,738,029
Interest on participant loans2019-12-31$15,668
Interest on participant loans2019-12-31$15,668
Interest earned on other investments2019-12-31$131,638
Interest earned on other investments2019-12-31$131,638
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$4,226,544
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$4,226,544
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$4,458,767
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$4,458,767
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$11,897,910
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$11,897,910
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
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
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,404,051
Contributions received in cash from employer2019-12-31$1,404,051
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$3,710,016
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$3,710,016
Did the plan have assets held for investment2019-12-31Yes
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
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
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
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
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31UHY LLP
Accountancy firm name2019-12-31UHY LLP
Accountancy firm EIN2019-12-31200694403
Accountancy firm EIN2019-12-31200694403
2018 : NATIONAL WILDLIFE FEDERATION TAX DEFERRED ANNUITY 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$1,314,004
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$4,111,327
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$3,929,424
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$3,159,002
Value of total assets at end of year2018-12-31$52,492,574
Value of total assets at beginning of year2018-12-31$55,289,897
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$181,903
Total interest from all sources2018-12-31$190,435
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$2,168,951
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$2,168,951
Administrative expenses professional fees incurred2018-12-31$11,000
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 period2018-12-31Yes
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$1,831,363
Participant contributions at end of year2018-12-31$293,958
Participant contributions at beginning of year2018-12-31$253,038
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$49,146
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$1,820
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-2,797,323
Value of net assets at end of year (total assets less liabilities)2018-12-31$52,492,574
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$55,289,897
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
Investment advisory and management fees2018-12-31$32,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$47,738,029
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$50,804,498
Interest on participant loans2018-12-31$11,981
Interest earned on other investments2018-12-31$178,454
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$4,458,767
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$4,232,361
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-4,204,384
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$1,278,493
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$3,929,424
Contract administrator fees2018-12-31$138,903
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31Yes
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 name2018-12-31UHY LLP
Accountancy firm EIN2018-12-31200694403
2017 : NATIONAL WILDLIFE FEDERATION TAX DEFERRED ANNUITY 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$12,538,963
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$3,359,332
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$3,181,896
Expenses. Certain deemed distributions of participant loans2017-12-31$15,797
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$3,266,446
Value of total assets at end of year2017-12-31$55,289,897
Value of total assets at beginning of year2017-12-31$46,110,266
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$161,639
Total interest from all sources2017-12-31$132,975
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$2,238,013
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$2,238,013
Administrative expenses professional fees incurred2017-12-31$11,000
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
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,626,682
Participant contributions at end of year2017-12-31$253,038
Participant contributions at beginning of year2017-12-31$254,910
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$446,048
Other income not declared elsewhere2017-12-31$51,361
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$9,179,631
Value of net assets at end of year (total assets less liabilities)2017-12-31$55,289,897
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$46,110,266
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
Investment advisory and management fees2017-12-31$32,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$50,804,498
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$42,001,118
Interest on participant loans2017-12-31$12,095
Interest earned on other investments2017-12-31$120,880
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$4,232,361
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$3,854,238
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$6,850,168
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$1,193,716
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$3,181,896
Contract administrator fees2017-12-31$118,639
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 name2017-12-31UHY LLP
Accountancy firm EIN2017-12-31200694403
2016 : NATIONAL WILDLIFE FEDERATION TAX DEFERRED ANNUITY 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$5,849,300
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$6,687,058
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$6,558,229
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,985,778
Value of total assets at end of year2016-12-31$46,110,266
Value of total assets at beginning of year2016-12-31$46,948,024
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$128,829
Total interest from all sources2016-12-31$120,239
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$1,343,346
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$1,343,346
Administrative expenses professional fees incurred2016-12-31$10,800
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
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,535,316
Participant contributions at end of year2016-12-31$254,910
Participant contributions at beginning of year2016-12-31$178,479
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$349,677
Other income not declared elsewhere2016-12-31$24,586
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-837,758
Value of net assets at end of year (total assets less liabilities)2016-12-31$46,110,266
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$46,948,024
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
Investment advisory and management fees2016-12-31$21,872
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$42,001,118
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$42,797,522
Interest on participant loans2016-12-31$10,372
Interest earned on other investments2016-12-31$109,867
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$3,854,238
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$3,972,023
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,375,351
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$1,100,785
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$6,558,229
Contract administrator fees2016-12-31$96,157
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 name2016-12-31UHY LLP
Accountancy firm EIN2016-12-31200694403
2015 : NATIONAL WILDLIFE FEDERATION TAX DEFERRED ANNUITY 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$2,921,345
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$6,519,543
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$6,499,808
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$2,418,360
Value of total assets at end of year2015-12-31$46,948,024
Value of total assets at beginning of year2015-12-31$50,546,222
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$19,735
Total interest from all sources2015-12-31$124,405
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$2,530,271
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$2,530,271
Administrative expenses professional fees incurred2015-12-31$19,735
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
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,425,397
Participant contributions at end of year2015-12-31$178,479
Participant contributions at beginning of year2015-12-31$159,007
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$106,598
Other income not declared elsewhere2015-12-31$46,964
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-3,598,198
Value of net assets at end of year (total assets less liabilities)2015-12-31$46,948,024
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$50,546,222
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$42,797,522
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$46,100,985
Interest on participant loans2015-12-31$9,929
Interest earned on other investments2015-12-31$114,476
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$3,972,023
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$4,286,230
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-2,198,655
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$886,365
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$6,499,808
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 name2015-12-31UHY LLP
Accountancy firm EIN2015-12-31200694403
2014 : NATIONAL WILDLIFE FEDERATION TAX DEFERRED ANNUITY 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$6,517,370
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$5,538,441
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$5,516,438
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$3,113,953
Value of total assets at end of year2014-12-31$50,546,222
Value of total assets at beginning of year2014-12-31$49,567,293
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$22,003
Total interest from all sources2014-12-31$141,782
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$3,357,377
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$3,357,377
Administrative expenses professional fees incurred2014-12-31$10,718
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
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,616,635
Participant contributions at end of year2014-12-31$159,007
Participant contributions at beginning of year2014-12-31$248,604
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$48,318
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$521,676
Other income not declared elsewhere2014-12-31$23,918
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$978,929
Value of net assets at end of year (total assets less liabilities)2014-12-31$50,546,222
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$49,567,293
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$46,100,985
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$44,568,704
Interest on participant loans2014-12-31$9,958
Interest earned on other investments2014-12-31$131,824
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$4,286,230
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$4,679,810
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-119,660
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$975,642
Employer contributions (assets) at end of year2014-12-31$0
Employer contributions (assets) at beginning of year2014-12-31$21,857
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$5,516,438
Contract administrator fees2014-12-31$11,285
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 name2014-12-31UHY LLP
Accountancy firm EIN2014-12-31200694403
2013 : NATIONAL WILDLIFE FEDERATION TAX DEFERRED ANNUITY 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$12,616,872
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$3,538,095
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$3,514,950
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$3,116,163
Value of total assets at end of year2013-12-31$49,567,293
Value of total assets at beginning of year2013-12-31$40,488,516
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$23,145
Total interest from all sources2013-12-31$6,602
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$2,251,998
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$2,251,998
Administrative expenses professional fees incurred2013-12-31$13,250
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
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$1,719,487
Participant contributions at end of year2013-12-31$248,604
Participant contributions at beginning of year2013-12-31$167,125
Participant contributions at end of year2013-12-31$48,318
Participant contributions at beginning of year2013-12-31$43,191
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$177,159
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$9,078,777
Value of net assets at end of year (total assets less liabilities)2013-12-31$49,567,293
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$40,488,516
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$44,568,704
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$35,473,774
Value of interest in pooled separate accounts at end of year2013-12-31$0
Value of interest in pooled separate accounts at beginning of year2013-12-31$271
Interest on participant loans2013-12-31$6,028
Interest earned on other investments2013-12-31$574
Value of interest in common/collective trusts at end of year2013-12-31$4,666,297
Value of interest in common/collective trusts at beginning of year2013-12-31$4,766,352
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$13,513
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$17,397
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$7,103,594
Net investment gain/loss from pooled separate accounts2013-12-31$114
Net investment gain or loss from common/collective trusts2013-12-31$138,401
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$1,219,517
Employer contributions (assets) at end of year2013-12-31$21,857
Employer contributions (assets) at beginning of year2013-12-31$20,406
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$3,514,950
Contract administrator fees2013-12-31$9,895
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 name2013-12-31UHY LLP
Accountancy firm EIN2013-12-31200694403
2012 : NATIONAL WILDLIFE FEDERATION TAX DEFERRED ANNUITY 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$7,880,795
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$2,579,385
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$2,573,006
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$3,307,155
Value of total assets at end of year2012-12-31$40,488,516
Value of total assets at beginning of year2012-12-31$35,187,106
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$6,379
Total interest from all sources2012-12-31$8,168
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$844,097
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$844,097
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
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$1,847,121
Participant contributions at end of year2012-12-31$167,125
Participant contributions at beginning of year2012-12-31$155,685
Participant contributions at end of year2012-12-31$43,191
Participant contributions at beginning of year2012-12-31$33,905
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$171,686
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$5,301,410
Value of net assets at end of year (total assets less liabilities)2012-12-31$40,488,516
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$35,187,106
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$35,473,774
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$29,522,473
Value of interest in pooled separate accounts at end of year2012-12-31$271
Value of interest in pooled separate accounts at beginning of year2012-12-31$1,139,996
Interest on participant loans2012-12-31$7,939
Interest earned on other investments2012-12-31$229
Value of interest in common/collective trusts at end of year2012-12-31$4,766,352
Value of interest in common/collective trusts at beginning of year2012-12-31$3,546,998
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$17,397
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$771,888
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$3,531,331
Net investment gain/loss from pooled separate accounts2012-12-31$65,265
Net investment gain or loss from common/collective trusts2012-12-31$124,779
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$1,288,348
Employer contributions (assets) at end of year2012-12-31$20,406
Employer contributions (assets) at beginning of year2012-12-31$16,161
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$2,573,006
Contract administrator fees2012-12-31$6,379
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 name2012-12-31UHY LLP
Accountancy firm EIN2012-12-31200694403
2011 : NATIONAL WILDLIFE FEDERATION TAX DEFERRED ANNUITY 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$2,497,598
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$2,144,777
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$2,138,411
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$3,090,311
Value of total assets at end of year2011-12-31$35,187,106
Value of total assets at beginning of year2011-12-31$34,834,285
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$6,366
Total interest from all sources2011-12-31$5,856
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$490,686
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$490,686
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
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$1,757,660
Participant contributions at end of year2011-12-31$155,685
Participant contributions at beginning of year2011-12-31$174,408
Participant contributions at end of year2011-12-31$33,905
Participant contributions at beginning of year2011-12-31$33,672
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$135,062
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$352,821
Value of net assets at end of year (total assets less liabilities)2011-12-31$35,187,106
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$34,834,285
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$29,522,473
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$31,242,193
Value of interest in pooled separate accounts at end of year2011-12-31$1,139,996
Value of interest in pooled separate accounts at beginning of year2011-12-31$2,626,384
Interest on participant loans2011-12-31$5,856
Value of interest in common/collective trusts at end of year2011-12-31$3,546,998
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$771,888
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$742,347
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-1,155,501
Net investment gain/loss from pooled separate accounts2011-12-31$38,638
Net investment gain or loss from common/collective trusts2011-12-31$27,608
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$1,197,589
Employer contributions (assets) at end of year2011-12-31$16,161
Employer contributions (assets) at beginning of year2011-12-31$15,281
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$2,138,411
Contract administrator fees2011-12-31$6,366
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 name2011-12-31UHY LLP
Accountancy firm EIN2011-12-31200694403
2010 : NATIONAL WILDLIFE FEDERATION TAX DEFERRED ANNUITY 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$6,647,571
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$2,649,664
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$2,638,456
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$3,014,387
Value of total assets at end of year2010-12-31$34,834,285
Value of total assets at beginning of year2010-12-31$30,836,378
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$11,208
Total interest from all sources2010-12-31$10,366
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$429,112
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$429,112
Administrative expenses professional fees incurred2010-12-31$11,208
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
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$1,790,429
Participant contributions at end of year2010-12-31$174,408
Participant contributions at beginning of year2010-12-31$176,778
Participant contributions at end of year2010-12-31$33,672
Participant contributions at beginning of year2010-12-31$91,318
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$70,954
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$3,997,907
Value of net assets at end of year (total assets less liabilities)2010-12-31$34,834,285
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$30,836,378
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$31,242,193
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$27,314,941
Value of interest in pooled separate accounts at end of year2010-12-31$2,626,384
Value of interest in pooled separate accounts at beginning of year2010-12-31$3,213,003
Interest on participant loans2010-12-31$10,366
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$742,347
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$2,956,320
Net investment gain/loss from pooled separate accounts2010-12-31$237,386
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$1,153,004
Employer contributions (assets) at end of year2010-12-31$15,281
Employer contributions (assets) at beginning of year2010-12-31$40,338
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$2,638,456
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 name2010-12-31UHY LLP
Accountancy firm EIN2010-12-31200694403
2009 : NATIONAL WILDLIFE FEDERATION TAX DEFERRED ANNUITY 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 NATIONAL WILDLIFE FEDERATION TAX DEFERRED ANNUITY

2022: NATIONAL WILDLIFE FEDERATION TAX DEFERRED ANNUITY 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
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: NATIONAL WILDLIFE FEDERATION TAX DEFERRED ANNUITY 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: NATIONAL WILDLIFE FEDERATION TAX DEFERRED ANNUITY 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: NATIONAL WILDLIFE FEDERATION TAX DEFERRED ANNUITY 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: NATIONAL WILDLIFE FEDERATION TAX DEFERRED ANNUITY 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: NATIONAL WILDLIFE FEDERATION TAX DEFERRED ANNUITY 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: NATIONAL WILDLIFE FEDERATION TAX DEFERRED ANNUITY 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: NATIONAL WILDLIFE FEDERATION TAX DEFERRED ANNUITY 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: NATIONAL WILDLIFE FEDERATION TAX DEFERRED ANNUITY 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: NATIONAL WILDLIFE FEDERATION TAX DEFERRED ANNUITY 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: NATIONAL WILDLIFE FEDERATION TAX DEFERRED ANNUITY 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
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: NATIONAL WILDLIFE FEDERATION TAX DEFERRED ANNUITY 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: NATIONAL WILDLIFE FEDERATION TAX DEFERRED ANNUITY 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: NATIONAL WILDLIFE FEDERATION TAX DEFERRED ANNUITY 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

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number467968
Policy instance 1
Insurance contract or identification number467968
Number of Individuals Covered671
Insurance policy start date2022-11-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberR00179
Policy instance 1
Insurance contract or identification numberR00179
Number of Individuals Covered95
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
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
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberR00179
Policy instance 1
Insurance contract or identification numberR00179
Number of Individuals Covered94
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
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
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberR00179
Policy instance 1
Insurance contract or identification numberR00179
Number of Individuals Covered96
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
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
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-990500143
Policy instance 1
Insurance contract or identification numberGA-990500143
Number of Individuals Covered0
Insurance policy start date2018-01-01
Insurance policy end date2018-12-14
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
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberR00179
Policy instance 2
Insurance contract or identification numberR00179
Number of Individuals Covered98
Insurance policy start date2018-12-01
Insurance policy end date2018-12-31
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
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-990500143
Policy instance 1
Insurance contract or identification numberGA-990500143
Number of Individuals Covered94
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?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
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVE8431
Policy instance 1
Insurance contract or identification numberVE8431
Number of Individuals Covered0
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?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
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-990500143
Policy instance 2
Insurance contract or identification numberGA-990500143
Number of Individuals Covered103
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $29,717
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?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
Commission paid to Insurance BrokerUSD $29,717
Insurance broker organization code?3
Insurance broker nameJANNEY MONTGOMERY SCOTT
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVE8432
Policy instance 2
Insurance contract or identification numberVE8432
Number of Individuals Covered0
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?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
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVE8431
Policy instance 1
Insurance contract or identification numberVE8431
Number of Individuals Covered1
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?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
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-990500143
Policy instance 3
Insurance contract or identification numberGA-990500143
Number of Individuals Covered129
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $58,749
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?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
Commission paid to Insurance BrokerUSD $58,749
Insurance broker organization code?3
Insurance broker nameJANNEY MONTGOMERY SCOTT
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVE8432
Policy instance 2
Insurance contract or identification numberVE8432
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?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
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVE8431
Policy instance 1
Insurance contract or identification numberVE8431
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?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
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVE8431
Policy instance 1
Insurance contract or identification numberVE8431
Number of Individuals Covered1
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?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
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVE8433
Policy instance 3
Insurance contract or identification numberVE8433
Number of Individuals Covered0
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?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
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVE8432
Policy instance 2
Insurance contract or identification numberVE8432
Number of Individuals Covered2
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?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
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVE8432
Policy instance 2
Insurance contract or identification numberVE8432
Number of Individuals Covered67
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?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
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVE8433
Policy instance 3
Insurance contract or identification numberVE8433
Number of Individuals Covered41
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?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
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVE8431
Policy instance 1
Insurance contract or identification numberVE8431
Number of Individuals Covered66
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?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
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVE8433
Policy instance 4
Insurance contract or identification numberVE8433
Number of Individuals Covered46
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $534
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?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
Commission paid to Insurance BrokerUSD $534
Insurance broker organization code?3
Insurance broker nameSBHU LIFE AGENCY INC
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVE8431
Policy instance 2
Insurance contract or identification numberVE8431
Number of Individuals Covered69
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $463
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?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
Commission paid to Insurance BrokerUSD $463
Insurance broker organization code?3
Insurance broker nameSBHU LIFE AGENCY INC
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVE8432
Policy instance 3
Insurance contract or identification numberVE8432
Number of Individuals Covered72
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $653
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?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
Commission paid to Insurance BrokerUSD $653
Insurance broker organization code?3
Insurance broker nameSBHU LIFE AGENCY INC

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3