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TREDEGAR CORPORATION RETIREMENT INCOME PLAN 401k Plan overview

Plan NameTREDEGAR CORPORATION RETIREMENT INCOME PLAN
Plan identification number 001

TREDEGAR CORPORATION RETIREMENT INCOME PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Floor-offset plan - Plan benefits are subject to offset for retirement benefits provided by an employer-sponsored defined contribution plan.
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).

401k Sponsoring company profile

TREDEGAR CORPORATION has sponsored the creation of one or more 401k plans.

Company Name:TREDEGAR CORPORATION
Employer identification number (EIN):541497771
NAIC Classification:326100

Additional information about TREDEGAR CORPORATION

Jurisdiction of Incorporation: Virginia Secretary of State
Incorporation Date: 1988-06-01
Company Identification Number: 0322382
Legal Registered Office Address: 1100 BOULDERS PARKWAY
1111 East Main Street
RICHMOND
United States of America (USA)
23225

More information about TREDEGAR CORPORATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TREDEGAR CORPORATION RETIREMENT INCOME PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01REBECCA SECKORA2023-10-11
0012021-01-01REBECCA SECKORA2022-10-10
0012020-01-01REBECCA SECKORA2021-10-13
0012019-01-01REBECCA SECKORA2020-10-15
0012019-01-01REBECCA SECKORA2021-03-23
0012018-01-01REBECCA SECKORA2019-10-15
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01JANET M. WHITLEY
0012013-01-01JANET M. WHITLEY
0012012-01-01JANET M. WHITLEY
0012011-01-01JANET M. WHITLEY
0012010-01-01JANET WHITLEY
0012009-01-01JANET WHITLEY

Plan Statistics for TREDEGAR CORPORATION RETIREMENT INCOME PLAN

401k plan membership statisitcs for TREDEGAR CORPORATION RETIREMENT INCOME PLAN

Measure Date Value
2022: TREDEGAR CORPORATION RETIREMENT INCOME PLAN 2022 401k membership
Market value of plan assets2022-06-29294,113,507
Acturial value of plan assets2022-06-29280,633,381
Funding target for retired participants and beneficiaries receiving payment2022-06-29172,401,513
Number of terminated vested participants2022-06-291,149
Fundng target for terminated vested participants2022-06-2946,383,335
Active participant vested funding target2022-06-2924,530,930
Number of active participants2022-06-29406
Total funding liabilities for active participants2022-06-2924,530,930
Total participant count2022-06-294,012
Total funding target for all participants2022-06-29243,315,778
Balance at beginning of prior year after applicable adjustments2022-06-290
Prefunding balance at beginning of prior year after applicable adjustments2022-06-291,374,391
Carryover balanced portion elected for use to offset prior years funding requirement2022-06-290
Prefunding balanced used to offset prior years funding requirement2022-06-290
Amount remaining of carryover balance2022-06-290
Amount remaining of prefunding balance2022-06-291,374,391
Present value of excess contributions2022-06-2946,456,538
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-06-2949,034,876
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-06-291,000,000
Reductions in caryover balances due to elections or deemed elections2022-06-290
Reductions in prefunding balances due to elections or deemed elections2022-06-290
Balance of carryovers at beginning of current year2022-06-290
Balance of prefunding at beginning of current year2022-06-292,525,437
Total employer contributions2022-06-290
Total employee contributions2022-06-290
Contributions allocated toward unpaid minimum require contributions from prior years2022-06-290
Contributions made to avoid restrictions adjusted to valuation date2022-06-290
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-06-290
Liquidity shortfalls end of Q12022-06-290
Liquidity shortfalls end of Q22022-06-290
Liquidity shortfalls end of Q32022-06-290
Liquidity shortfalls end of Q42022-06-290
Unpaid minimum required contributions for all prior years2022-06-290
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-06-290
Remaining amount of unpaid minimum required contributions2022-06-290
Minimum required contributions for current year target normal cost2022-06-292,180,000
Net shortfall amortization installment of oustanding balance2022-06-290
Waiver amortization installment2022-06-290
Total funding amount beforereflecting carryover/prefunding balances2022-06-290
Carryover balance elected to use to offset funding requirement2022-06-290
Prefunding balance elected to use to offset funding requirement2022-06-290
Additional cash requirement2022-06-290
Contributions allocatedtoward minimum required contributions for current year2022-06-290
Unpaid minimum required contributions for current year2022-06-290
Unpaid minimum required contributions for all years2022-06-290
Total participants, beginning-of-year2022-01-014,012
Total number of active participants reported on line 7a of the Form 55002022-01-01365
Number of retired or separated participants receiving benefits2022-01-012,090
Number of other retired or separated participants entitled to future benefits2022-01-011,065
Total of all active and inactive participants2022-01-013,520
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-01397
Total participants2022-01-013,917
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: TREDEGAR CORPORATION RETIREMENT INCOME PLAN 2021 401k membership
Market value of plan assets2021-12-31234,356,327
Acturial value of plan assets2021-12-31221,151,751
Funding target for retired participants and beneficiaries receiving payment2021-12-31172,344,694
Number of terminated vested participants2021-12-311,210
Fundng target for terminated vested participants2021-12-3146,287,799
Active participant vested funding target2021-12-3124,183,464
Number of active participants2021-12-31426
Total funding liabilities for active participants2021-12-3124,211,863
Total participant count2021-12-314,114
Total funding target for all participants2021-12-31242,844,356
Balance at beginning of prior year after applicable adjustments2021-12-310
Prefunding balance at beginning of prior year after applicable adjustments2021-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-310
Prefunding balanced used to offset prior years funding requirement2021-12-310
Amount remaining of carryover balance2021-12-310
Amount remaining of prefunding balance2021-12-310
Present value of excess contributions2021-12-311,300,398
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-311,374,391
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-311,374,391
Reductions in caryover balances due to elections or deemed elections2021-12-310
Reductions in prefunding balances due to elections or deemed elections2021-12-310
Balance of carryovers at beginning of current year2021-12-310
Balance of prefunding at beginning of current year2021-12-311,374,391
Total employer contributions2021-12-3155,025,671
Total employee contributions2021-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-310
Contributions made to avoid restrictions adjusted to valuation date2021-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-3152,071,391
Liquidity shortfalls end of Q12021-12-310
Liquidity shortfalls end of Q22021-12-310
Liquidity shortfalls end of Q32021-12-310
Liquidity shortfalls end of Q42021-12-310
Unpaid minimum required contributions for all prior years2021-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-313,370,000
Net shortfall amortization installment of oustanding balance2021-12-3123,066,996
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-315,614,853
Carryover balance elected to use to offset funding requirement2021-12-310
Prefunding balance elected to use to offset funding requirement2021-12-310
Additional cash requirement2021-12-315,614,853
Contributions allocatedtoward minimum required contributions for current year2021-12-3152,071,391
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
Total participants, beginning-of-year2021-01-014,114
Total number of active participants reported on line 7a of the Form 55002021-01-01406
Number of retired or separated participants receiving benefits2021-01-012,048
Number of other retired or separated participants entitled to future benefits2021-01-011,112
Total of all active and inactive participants2021-01-013,566
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-01446
Total participants2021-01-014,012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: TREDEGAR CORPORATION RETIREMENT INCOME PLAN 2020 401k membership
Market value of plan assets2020-12-31222,856,281
Acturial value of plan assets2020-12-31221,076,941
Funding target for retired participants and beneficiaries receiving payment2020-12-31163,314,897
Number of terminated vested participants2020-12-311,216
Fundng target for terminated vested participants2020-12-3144,588,402
Active participant vested funding target2020-12-3135,067,445
Number of active participants2020-12-31581
Total funding liabilities for active participants2020-12-3135,488,948
Total participant count2020-12-314,218
Total funding target for all participants2020-12-31243,392,247
Balance at beginning of prior year after applicable adjustments2020-12-310
Prefunding balance at beginning of prior year after applicable adjustments2020-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-310
Prefunding balanced used to offset prior years funding requirement2020-12-310
Amount remaining of carryover balance2020-12-310
Amount remaining of prefunding balance2020-12-310
Present value of excess contributions2020-12-318,678
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-319,155
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-310
Reductions in caryover balances due to elections or deemed elections2020-12-310
Reductions in prefunding balances due to elections or deemed elections2020-12-310
Balance of carryovers at beginning of current year2020-12-310
Balance of prefunding at beginning of current year2020-12-310
Total employer contributions2020-12-317,146,706
Total employee contributions2020-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-310
Contributions made to avoid restrictions adjusted to valuation date2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-316,785,508
Liquidity shortfalls end of Q12020-12-310
Liquidity shortfalls end of Q22020-12-310
Liquidity shortfalls end of Q32020-12-310
Liquidity shortfalls end of Q42020-12-310
Unpaid minimum required contributions for all prior years2020-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-313,390,000
Net shortfall amortization installment of oustanding balance2020-12-3122,315,306
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-315,485,110
Carryover balance elected to use to offset funding requirement2020-12-310
Prefunding balance elected to use to offset funding requirement2020-12-310
Additional cash requirement2020-12-315,485,110
Contributions allocatedtoward minimum required contributions for current year2020-12-316,785,508
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
Total participants, beginning-of-year2020-01-014,218
Total number of active participants reported on line 7a of the Form 55002020-01-01426
Number of retired or separated participants receiving benefits2020-01-012,084
Number of other retired or separated participants entitled to future benefits2020-01-011,175
Total of all active and inactive participants2020-01-013,685
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-01429
Total participants2020-01-014,114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: TREDEGAR CORPORATION RETIREMENT INCOME PLAN 2019 401k membership
Market value of plan assets2019-12-31206,391,786
Acturial value of plan assets2019-12-31218,232,620
Funding target for retired participants and beneficiaries receiving payment2019-12-31162,948,300
Number of terminated vested participants2019-12-311,286
Fundng target for terminated vested participants2019-12-3147,732,192
Active participant vested funding target2019-12-3139,548,191
Number of active participants2019-12-31640
Total funding liabilities for active participants2019-12-3140,103,813
Total participant count2019-12-314,275
Total funding target for all participants2019-12-31250,784,305
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-310
Prefunding balanced used to offset prior years funding requirement2019-12-310
Amount remaining of carryover balance2019-12-310
Amount remaining of prefunding balance2019-12-310
Present value of excess contributions2019-12-31154
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-31163
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-310
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-310
Balance of carryovers at beginning of current year2019-12-310
Balance of prefunding at beginning of current year2019-12-310
Total employer contributions2019-12-317,214,386
Total employee contributions2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-316,967,925
Liquidity shortfalls end of Q12019-12-310
Liquidity shortfalls end of Q22019-12-310
Liquidity shortfalls end of Q32019-12-310
Liquidity shortfalls end of Q42019-12-310
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-313,370,000
Net shortfall amortization installment of oustanding balance2019-12-3132,551,685
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-319,738,629
Carryover balance elected to use to offset funding requirement2019-12-310
Prefunding balance elected to use to offset funding requirement2019-12-310
Additional cash requirement2019-12-319,738,629
Contributions allocatedtoward minimum required contributions for current year2019-12-316,967,925
Unpaid minimum required contributions for current year2019-12-312,770,704
Unpaid minimum required contributions for all years2019-12-312,770,704
Total participants, beginning-of-year2019-01-014,275
Total number of active participants reported on line 7a of the Form 55002019-01-01581
Number of retired or separated participants receiving benefits2019-01-012,046
Number of other retired or separated participants entitled to future benefits2019-01-011,174
Total of all active and inactive participants2019-01-013,801
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-01417
Total participants2019-01-014,218
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-011
2018: TREDEGAR CORPORATION RETIREMENT INCOME PLAN 2018 401k membership
Market value of plan assets2018-12-31226,819,232
Acturial value of plan assets2018-12-31221,524,560
Funding target for retired participants and beneficiaries receiving payment2018-12-31151,876,010
Number of terminated vested participants2018-12-311,392
Fundng target for terminated vested participants2018-12-3148,275,564
Active participant vested funding target2018-12-3142,351,589
Number of active participants2018-12-31691
Total funding liabilities for active participants2018-12-3142,523,601
Total participant count2018-12-314,459
Total funding target for all participants2018-12-31242,675,175
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-310
Amount remaining of carryover balance2018-12-310
Amount remaining of prefunding balance2018-12-310
Present value of excess contributions2018-12-313,487
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-313,692
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-310
Reductions in caryover balances due to elections or deemed elections2018-12-310
Reductions in prefunding balances due to elections or deemed elections2018-12-310
Balance of carryovers at beginning of current year2018-12-310
Balance of prefunding at beginning of current year2018-12-310
Total employer contributions2018-12-317,539,879
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-317,214,539
Liquidity shortfalls end of Q12018-12-310
Liquidity shortfalls end of Q22018-12-310
Liquidity shortfalls end of Q32018-12-310
Liquidity shortfalls end of Q42018-12-310
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-313,200,395
Net shortfall amortization installment of oustanding balance2018-12-3121,150,615
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-317,214,385
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-310
Additional cash requirement2018-12-317,214,385
Contributions allocatedtoward minimum required contributions for current year2018-12-317,214,539
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-014,362
Total number of active participants reported on line 7a of the Form 55002018-01-01640
Number of retired or separated participants receiving benefits2018-01-011,994
Number of other retired or separated participants entitled to future benefits2018-01-011,243
Total of all active and inactive participants2018-01-013,877
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-01398
Total participants2018-01-014,275
2017: TREDEGAR CORPORATION RETIREMENT INCOME PLAN 2017 401k membership
Market value of plan assets2017-12-31216,640,808
Acturial value of plan assets2017-12-31222,633,764
Funding target for retired participants and beneficiaries receiving payment2017-12-31149,624,193
Number of terminated vested participants2017-12-311,419
Fundng target for terminated vested participants2017-12-3144,840,041
Active participant vested funding target2017-12-3145,216,735
Number of active participants2017-12-31774
Total funding liabilities for active participants2017-12-3145,646,810
Total participant count2017-12-314,530
Total funding target for all participants2017-12-31240,111,044
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-310
Amount remaining of carryover balance2017-12-310
Amount remaining of prefunding balance2017-12-310
Present value of excess contributions2017-12-31829
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-31879
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-310
Reductions in caryover balances due to elections or deemed elections2017-12-310
Reductions in prefunding balances due to elections or deemed elections2017-12-310
Balance of carryovers at beginning of current year2017-12-310
Balance of prefunding at beginning of current year2017-12-310
Total employer contributions2017-12-316,811,308
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-316,422,714
Liquidity shortfalls end of Q12017-12-310
Liquidity shortfalls end of Q22017-12-310
Liquidity shortfalls end of Q32017-12-310
Liquidity shortfalls end of Q42017-12-310
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-313,364,051
Net shortfall amortization installment of oustanding balance2017-12-3117,477,280
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-316,419,227
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-310
Additional cash requirement2017-12-316,419,227
Contributions allocatedtoward minimum required contributions for current year2017-12-316,422,714
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-014,428
Total number of active participants reported on line 7a of the Form 55002017-01-01691
Number of retired or separated participants receiving benefits2017-01-011,932
Number of other retired or separated participants entitled to future benefits2017-01-011,339
Total of all active and inactive participants2017-01-013,962
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-01400
Total participants2017-01-014,362
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-012
2016: TREDEGAR CORPORATION RETIREMENT INCOME PLAN 2016 401k membership
Market value of plan assets2016-12-31215,639,747
Acturial value of plan assets2016-12-31230,866,633
Funding target for retired participants and beneficiaries receiving payment2016-12-31146,420,869
Number of terminated vested participants2016-12-311,524
Fundng target for terminated vested participants2016-12-3145,760,485
Active participant vested funding target2016-12-3144,754,492
Number of active participants2016-12-31806
Total funding liabilities for active participants2016-12-3145,259,526
Total participant count2016-12-314,657
Total funding target for all participants2016-12-31237,440,880
Balance at beginning of prior year after applicable adjustments2016-12-31224,942
Prefunding balance at beginning of prior year after applicable adjustments2016-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-310
Amount remaining of carryover balance2016-12-31224,942
Amount remaining of prefunding balance2016-12-310
Present value of excess contributions2016-12-311,472,687
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-311,565,024
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-310
Reductions in caryover balances due to elections or deemed elections2016-12-31220,781
Reductions in prefunding balances due to elections or deemed elections2016-12-310
Balance of carryovers at beginning of current year2016-12-310
Balance of prefunding at beginning of current year2016-12-310
Total employer contributions2016-12-314,514,003
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-314,266,877
Liquidity shortfalls end of Q12016-12-310
Liquidity shortfalls end of Q22016-12-310
Liquidity shortfalls end of Q32016-12-310
Liquidity shortfalls end of Q42016-12-310
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-313,131,136
Net shortfall amortization installment of oustanding balance2016-12-316,574,247
Waiver amortization installment2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-314,266,048
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-314,266,048
Contributions allocatedtoward minimum required contributions for current year2016-12-314,266,877
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-014,542
Total number of active participants reported on line 7a of the Form 55002016-01-01774
Number of retired or separated participants receiving benefits2016-01-011,902
Number of other retired or separated participants entitled to future benefits2016-01-011,364
Total of all active and inactive participants2016-01-014,040
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-01388
Total participants2016-01-014,428
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-011
2015: TREDEGAR CORPORATION RETIREMENT INCOME PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-014,602
Total number of active participants reported on line 7a of the Form 55002015-01-01806
Number of retired or separated participants receiving benefits2015-01-011,891
Number of other retired or separated participants entitled to future benefits2015-01-011,432
Total of all active and inactive participants2015-01-014,129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-01413
Total participants2015-01-014,542
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: TREDEGAR CORPORATION RETIREMENT INCOME PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-014,644
Total number of active participants reported on line 7a of the Form 55002014-01-01858
Number of retired or separated participants receiving benefits2014-01-011,845
Number of other retired or separated participants entitled to future benefits2014-01-011,500
Total of all active and inactive participants2014-01-014,203
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-01399
Total participants2014-01-014,602
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-012
2013: TREDEGAR CORPORATION RETIREMENT INCOME PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-014,725
Total number of active participants reported on line 7a of the Form 55002013-01-01956
Number of retired or separated participants receiving benefits2013-01-011,799
Number of other retired or separated participants entitled to future benefits2013-01-011,525
Total of all active and inactive participants2013-01-014,280
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-01364
Total participants2013-01-014,644
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-011
2012: TREDEGAR CORPORATION RETIREMENT INCOME PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-014,804
Total number of active participants reported on line 7a of the Form 55002012-01-011,022
Number of retired or separated participants receiving benefits2012-01-011,680
Number of other retired or separated participants entitled to future benefits2012-01-011,607
Total of all active and inactive participants2012-01-014,309
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-01416
Total participants2012-01-014,725
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0118
2011: TREDEGAR CORPORATION RETIREMENT INCOME PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-014,891
Total number of active participants reported on line 7a of the Form 55002011-01-011,233
Number of retired or separated participants receiving benefits2011-01-011,645
Number of other retired or separated participants entitled to future benefits2011-01-011,602
Total of all active and inactive participants2011-01-014,480
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-01324
Total participants2011-01-014,804
2010: TREDEGAR CORPORATION RETIREMENT INCOME PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-015,288
Total number of active participants reported on line 7a of the Form 55002010-01-011,344
Number of retired or separated participants receiving benefits2010-01-011,518
Number of other retired or separated participants entitled to future benefits2010-01-011,654
Total of all active and inactive participants2010-01-014,516
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-01375
Total participants2010-01-014,891
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0150
2009: TREDEGAR CORPORATION RETIREMENT INCOME PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-015,172
Total number of active participants reported on line 7a of the Form 55002009-01-011,445
Number of retired or separated participants receiving benefits2009-01-011,770
Number of other retired or separated participants entitled to future benefits2009-01-011,664
Total of all active and inactive participants2009-01-014,879
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-01409
Total participants2009-01-015,288
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0134

Financial Data on TREDEGAR CORPORATION RETIREMENT INCOME PLAN

Measure Date Value
2022 : TREDEGAR CORPORATION RETIREMENT INCOME PLAN 2022 401k financial data
Unrealized appreciation/depreciation of real estate assets2022-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-75,771
Total unrealized appreciation/depreciation of assets2022-12-31$-75,771
Total transfer of assets to this plan2022-12-31$0
Total transfer of assets from this plan2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$424,595
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$354,054
Expenses. Interest paid2022-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022022-12-31$0
Total income from all sources (including contributions)2022-12-31$-56,392,457
Total loss/gain on sale of assets2022-12-31$-20,775,605
Total of all expenses incurred2022-12-31$20,315,305
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$16,799,114
Expenses. Certain deemed distributions of participant loans2022-12-31$0
Value of total corrective distributions2022-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$0
Value of total assets at end of year2022-12-31$218,118,081
Value of total assets at beginning of year2022-12-31$294,755,302
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$3,516,191
Total income from rents2022-12-31$0
Total interest from all sources2022-12-31$1,002,908
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$200,975
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2022-12-31$0
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$178,674
Assets. Real estate other than employer real property at end of year2022-12-31$0
Assets. Real estate other than employer real property at beginning of year2022-12-31$0
Administrative expenses professional fees incurred2022-12-31$293,368
Assets. Corporate prefeered stocks other than exployer securities at end of year2022-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2022-12-31$0
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$20,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$0
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$0
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$0
Assets. Other investments not covered elsewhere at end of year2022-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$258,830
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$403,681
Assets. Loans (other than to participants) at end of year2022-12-31$0
Assets. Loans (other than to participants) at beginning of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$0
Other income not declared elsewhere2022-12-31$-3,939,538
Administrative expenses (other) incurred2022-12-31$1,625,459
Liabilities. Value of operating payables at end of year2022-12-31$424,595
Liabilities. Value of operating payables at beginning of year2022-12-31$354,054
Total non interest bearing cash at end of year2022-12-31$0
Total non interest bearing cash at beginning of year2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Income. Non cash contributions2022-12-31$0
Value of net income/loss2022-12-31$-76,707,762
Value of net assets at end of year (total assets less liabilities)2022-12-31$217,693,486
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$294,401,248
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
Assets. partnership/joint venture interests at end of year2022-12-31$10,390,265
Assets. partnership/joint venture interests at beginning of year2022-12-31$49,046,741
Investment advisory and management fees2022-12-31$207,891
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$30,284,425
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$90,175,195
Value of interest in pooled separate accounts at end of year2022-12-31$0
Value of interest in pooled separate accounts at beginning of year2022-12-31$0
Interest on participant loans2022-12-31$0
Income. Interest from loans (other than to participants)2022-12-31$0
Interest earned on other investments2022-12-31$133,782
Income. Interest from US Government securities2022-12-31$38,974
Income. Interest from corporate debt instruments2022-12-31$809,636
Value of interest in master investment trust accounts at end of year2022-12-31$0
Value of interest in master investment trust accounts at beginning of year2022-12-31$0
Value of interest in common/collective trusts at end of year2022-12-31$152,388,864
Value of interest in common/collective trusts at beginning of year2022-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$24,795,697
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$6,996,223
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$6,996,223
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$20,516
Assets. Value of investments in 103.12 investment entities at end of year2022-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2022-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$9,483,310
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$0
Asset value of US Government securities at end of year2022-12-31$0
Asset value of US Government securities at beginning of year2022-12-31$10,237,428
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-12,658,836
Net investment gain/loss from pooled separate accounts2022-12-31$0
Net investment gain or loss from common/collective trusts2022-12-31$-20,146,590
Net gain/loss from 103.12 investment entities2022-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
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
Assets. Invements in employer securities at end of year2022-12-31$0
Assets. Invements in employer securities at beginning of year2022-12-31$0
Assets. Value of employer real property at end of year2022-12-31$0
Assets. Value of employer real property at beginning of year2022-12-31$0
Contributions received in cash from employer2022-12-31$0
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$50,000,000
Income. Dividends from preferred stock2022-12-31$0
Income. Dividends from common stock2022-12-31$22,301
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$16,799,114
Asset. Corporate debt instrument preferred debt at end of year2022-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2022-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$51,253,031
Contract administrator fees2022-12-31$1,389,473
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$27,159,693
Liabilities. Value of benefit claims payable at end of year2022-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2022-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-12-31$0
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
Aggregate proceeds on sale of assets2022-12-31$89,507,013
Aggregate carrying amount (costs) on sale of assets2022-12-31$110,282,618
Liabilities. Value of acquisition indebtedness at end of year2022-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2022-12-31$0
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31PBMARES, LLP
Accountancy firm EIN2022-12-31540737372
2021 : TREDEGAR CORPORATION RETIREMENT INCOME PLAN 2021 401k financial data
Unrealized appreciation/depreciation of real estate assets2021-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$5,076,623
Total unrealized appreciation/depreciation of assets2021-12-31$5,076,623
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$354,054
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$389,589
Expenses. Interest paid2021-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022021-12-31$0
Total income from all sources (including contributions)2021-12-31$82,209,972
Total loss/gain on sale of assets2021-12-31$1,998,531
Total of all expenses incurred2021-12-31$20,748,865
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$16,619,452
Expenses. Certain deemed distributions of participant loans2021-12-31$0
Value of total corrective distributions2021-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$55,025,671
Value of total assets at end of year2021-12-31$294,755,302
Value of total assets at beginning of year2021-12-31$233,329,730
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$4,129,413
Total income from rents2021-12-31$0
Total interest from all sources2021-12-31$1,633,812
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$2,431,553
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$1,751,333
Assets. Real estate other than employer real property at end of year2021-12-31$0
Assets. Real estate other than employer real property at beginning of year2021-12-31$0
Administrative expenses professional fees incurred2021-12-31$269,468
Assets. Corporate prefeered stocks other than exployer securities at end of year2021-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2021-12-31$0
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$20,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$0
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$0
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$0
Assets. Other investments not covered elsewhere at end of year2021-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$403,681
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$131,769
Assets. Loans (other than to participants) at end of year2021-12-31$0
Assets. Loans (other than to participants) at beginning of year2021-12-31$0
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$0
Other income not declared elsewhere2021-12-31$273,757
Administrative expenses (other) incurred2021-12-31$2,867,292
Liabilities. Value of operating payables at end of year2021-12-31$354,054
Liabilities. Value of operating payables at beginning of year2021-12-31$389,589
Total non interest bearing cash at end of year2021-12-31$0
Total non interest bearing cash at beginning of year2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Income. Non cash contributions2021-12-31$0
Value of net income/loss2021-12-31$61,461,107
Value of net assets at end of year (total assets less liabilities)2021-12-31$294,401,248
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$232,940,141
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
Assets. partnership/joint venture interests at end of year2021-12-31$49,046,741
Assets. partnership/joint venture interests at beginning of year2021-12-31$52,148,337
Investment advisory and management fees2021-12-31$675,131
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$90,175,195
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$79,762,091
Value of interest in pooled separate accounts at end of year2021-12-31$0
Value of interest in pooled separate accounts at beginning of year2021-12-31$0
Interest on participant loans2021-12-31$0
Income. Interest from loans (other than to participants)2021-12-31$0
Interest earned on other investments2021-12-31$11,602
Income. Interest from US Government securities2021-12-31$155,240
Income. Interest from corporate debt instruments2021-12-31$1,466,970
Value of interest in master investment trust accounts at end of year2021-12-31$0
Value of interest in master investment trust accounts at beginning of year2021-12-31$0
Value of interest in common/collective trusts at end of year2021-12-31$0
Value of interest in common/collective trusts at beginning of year2021-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$6,996,223
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$40,891,698
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$40,891,698
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2021-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2021-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$9,483,310
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$9,174,043
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$0
Asset value of US Government securities at end of year2021-12-31$10,237,428
Asset value of US Government securities at beginning of year2021-12-31$8,711,426
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$15,770,025
Net investment gain/loss from pooled separate accounts2021-12-31$0
Net investment gain or loss from common/collective trusts2021-12-31$0
Net gain/loss from 103.12 investment entities2021-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
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
Assets. Invements in employer securities at end of year2021-12-31$0
Assets. Invements in employer securities at beginning of year2021-12-31$0
Assets. Value of employer real property at end of year2021-12-31$0
Assets. Value of employer real property at beginning of year2021-12-31$0
Contributions received in cash from employer2021-12-31$55,025,671
Employer contributions (assets) at end of year2021-12-31$50,000,000
Employer contributions (assets) at beginning of year2021-12-31$0
Income. Dividends from preferred stock2021-12-31$0
Income. Dividends from common stock2021-12-31$680,220
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$16,619,452
Asset. Corporate debt instrument preferred debt at end of year2021-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2021-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2021-12-31$51,253,031
Asset. Corporate debt instrument debt (other) at beginning of year2021-12-31$9,202,526
Contract administrator fees2021-12-31$317,522
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$27,159,693
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$33,307,840
Liabilities. Value of benefit claims payable at end of year2021-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2021-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2021-12-31$0
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
Aggregate proceeds on sale of assets2021-12-31$44,577,945
Aggregate carrying amount (costs) on sale of assets2021-12-31$42,579,414
Liabilities. Value of acquisition indebtedness at end of year2021-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2021-12-31$0
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31PBMARES, LLP
Accountancy firm EIN2021-12-31540737372
2020 : TREDEGAR CORPORATION RETIREMENT INCOME PLAN 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets2020-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$-15,784,708
Total unrealized appreciation/depreciation of assets2020-12-31$-15,784,708
Total transfer of assets to this plan2020-12-31$0
Total transfer of assets from this plan2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$389,589
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$274,771
Expenses. Interest paid2020-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022020-12-31$0
Total income from all sources (including contributions)2020-12-31$30,004,319
Total loss/gain on sale of assets2020-12-31$23,816,788
Total of all expenses incurred2020-12-31$20,027,446
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$16,086,064
Expenses. Certain deemed distributions of participant loans2020-12-31$0
Value of total corrective distributions2020-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$7,192,679
Value of total assets at end of year2020-12-31$233,329,730
Value of total assets at beginning of year2020-12-31$223,238,039
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$3,941,382
Total income from rents2020-12-31$0
Total interest from all sources2020-12-31$429,704
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,936,163
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$950,320
Assets. Real estate other than employer real property at end of year2020-12-31$0
Assets. Real estate other than employer real property at beginning of year2020-12-31$0
Administrative expenses professional fees incurred2020-12-31$194,549
Assets. Corporate prefeered stocks other than exployer securities at end of year2020-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2020-12-31$0
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$20,000,000
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$0
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$0
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$0
Assets. Other investments not covered elsewhere at end of year2020-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$131,769
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$169,020
Assets. Loans (other than to participants) at end of year2020-12-31$0
Assets. Loans (other than to participants) at beginning of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$0
Other income not declared elsewhere2020-12-31$381,239
Administrative expenses (other) incurred2020-12-31$2,861,475
Liabilities. Value of operating payables at end of year2020-12-31$389,589
Liabilities. Value of operating payables at beginning of year2020-12-31$274,771
Total non interest bearing cash at end of year2020-12-31$0
Total non interest bearing cash at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Income. Non cash contributions2020-12-31$0
Value of net income/loss2020-12-31$9,976,873
Value of net assets at end of year (total assets less liabilities)2020-12-31$232,940,141
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$222,963,268
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
Assets. partnership/joint venture interests at end of year2020-12-31$52,148,337
Assets. partnership/joint venture interests at beginning of year2020-12-31$100,461,537
Investment advisory and management fees2020-12-31$543,673
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$79,762,091
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$43,511,982
Value of interest in pooled separate accounts at end of year2020-12-31$0
Value of interest in pooled separate accounts at beginning of year2020-12-31$0
Interest on participant loans2020-12-31$0
Income. Interest from loans (other than to participants)2020-12-31$0
Interest earned on other investments2020-12-31$0
Income. Interest from US Government securities2020-12-31$140,033
Income. Interest from corporate debt instruments2020-12-31$289,600
Value of interest in master investment trust accounts at end of year2020-12-31$0
Value of interest in master investment trust accounts at beginning of year2020-12-31$0
Value of interest in common/collective trusts at end of year2020-12-31$0
Value of interest in common/collective trusts at beginning of year2020-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$40,891,698
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$4,546,221
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$4,546,221
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$71
Assets. Value of investments in 103.12 investment entities at end of year2020-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$9,174,043
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$8,886,978
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$0
Asset value of US Government securities at end of year2020-12-31$8,711,426
Asset value of US Government securities at beginning of year2020-12-31$7,408,295
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$12,032,454
Net investment gain/loss from pooled separate accounts2020-12-31$0
Net investment gain or loss from common/collective trusts2020-12-31$0
Net gain/loss from 103.12 investment entities2020-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Assets. Invements in employer securities at end of year2020-12-31$0
Assets. Invements in employer securities at beginning of year2020-12-31$0
Assets. Value of employer real property at end of year2020-12-31$0
Assets. Value of employer real property at beginning of year2020-12-31$0
Contributions received in cash from employer2020-12-31$7,192,679
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$4,839,668
Income. Dividends from preferred stock2020-12-31$0
Income. Dividends from common stock2020-12-31$985,843
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$16,086,064
Asset. Corporate debt instrument preferred debt at end of year2020-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2020-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2020-12-31$9,202,526
Asset. Corporate debt instrument debt (other) at beginning of year2020-12-31$10,863,310
Contract administrator fees2020-12-31$341,685
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$33,307,840
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$42,551,028
Liabilities. Value of benefit claims payable at end of year2020-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2020-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2020-12-31$0
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
Aggregate proceeds on sale of assets2020-12-31$89,681,578
Aggregate carrying amount (costs) on sale of assets2020-12-31$65,864,790
Liabilities. Value of acquisition indebtedness at end of year2020-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2020-12-31$0
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31PBMARES, LLP
Accountancy firm EIN2020-12-31540737372
2019 : TREDEGAR CORPORATION RETIREMENT INCOME PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$11,743,017
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$11,743,017
Total unrealized appreciation/depreciation of assets2019-12-31$11,743,017
Total unrealized appreciation/depreciation of assets2019-12-31$11,743,017
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$274,771
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$232,474
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$232,474
Total income from all sources (including contributions)2019-12-31$34,700,966
Total income from all sources (including contributions)2019-12-31$34,700,966
Total loss/gain on sale of assets2019-12-31$4,108,779
Total loss/gain on sale of assets2019-12-31$4,108,779
Total of all expenses incurred2019-12-31$19,777,351
Total of all expenses incurred2019-12-31$19,777,351
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$15,798,249
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$15,798,249
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$10,250,456
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$10,250,456
Value of total assets at end of year2019-12-31$223,238,039
Value of total assets at beginning of year2019-12-31$208,272,127
Value of total assets at beginning of year2019-12-31$208,272,127
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$3,979,102
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$3,979,102
Total interest from all sources2019-12-31$777,604
Total interest from all sources2019-12-31$777,604
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,594,061
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,594,061
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$724,920
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$724,920
Administrative expenses professional fees incurred2019-12-31$394,890
Administrative expenses professional fees incurred2019-12-31$394,890
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$20,000,000
Value of fidelity bond cover2019-12-31$20,000,000
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
Assets. Other investments not covered elsewhere at end of year2019-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$169,020
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$169,020
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$180,009
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$180,009
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Administrative expenses (other) incurred2019-12-31$2,654,775
Administrative expenses (other) incurred2019-12-31$2,654,775
Liabilities. Value of operating payables at end of year2019-12-31$274,771
Liabilities. Value of operating payables at beginning of year2019-12-31$232,474
Liabilities. Value of operating payables at beginning of year2019-12-31$232,474
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at end of year2019-12-31$0
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$14,923,615
Value of net income/loss2019-12-31$14,923,615
Value of net assets at end of year (total assets less liabilities)2019-12-31$222,963,268
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$208,039,653
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$208,039,653
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
Assets. partnership/joint venture interests at end of year2019-12-31$100,461,537
Assets. partnership/joint venture interests at end of year2019-12-31$100,461,537
Assets. partnership/joint venture interests at beginning of year2019-12-31$106,192,870
Assets. partnership/joint venture interests at beginning of year2019-12-31$106,192,870
Investment advisory and management fees2019-12-31$620,674
Investment advisory and management fees2019-12-31$620,674
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$43,511,982
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$29,115,404
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$29,115,404
Interest earned on other investments2019-12-31$270,598
Interest earned on other investments2019-12-31$270,598
Income. Interest from US Government securities2019-12-31$149,227
Income. Interest from US Government securities2019-12-31$149,227
Income. Interest from corporate debt instruments2019-12-31$357,744
Income. Interest from corporate debt instruments2019-12-31$357,744
Value of interest in common/collective trusts at end of year2019-12-31$0
Value of interest in common/collective trusts at end of year2019-12-31$0
Value of interest in common/collective trusts at beginning of year2019-12-31$0
Value of interest in common/collective trusts at beginning of year2019-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$4,546,221
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$4,546,221
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$4,718,874
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$4,718,874
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$4,718,874
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$4,718,874
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$35
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$35
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$8,886,978
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$10,210,368
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$10,210,368
Asset value of US Government securities at end of year2019-12-31$7,408,295
Asset value of US Government securities at end of year2019-12-31$7,408,295
Asset value of US Government securities at beginning of year2019-12-31$6,836,567
Asset value of US Government securities at beginning of year2019-12-31$6,836,567
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$6,227,049
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$6,227,049
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
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$10,250,456
Contributions received in cash from employer2019-12-31$10,250,456
Employer contributions (assets) at end of year2019-12-31$4,839,668
Employer contributions (assets) at end of year2019-12-31$4,839,668
Employer contributions (assets) at beginning of year2019-12-31$2,725,458
Employer contributions (assets) at beginning of year2019-12-31$2,725,458
Income. Dividends from common stock2019-12-31$869,141
Income. Dividends from common stock2019-12-31$869,141
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$15,798,249
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$15,798,249
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$10,863,310
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$10,863,310
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$10,625,824
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$10,625,824
Contract administrator fees2019-12-31$308,763
Contract administrator fees2019-12-31$308,763
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$42,551,028
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$42,551,028
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$37,666,753
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$37,666,753
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
Aggregate proceeds on sale of assets2019-12-31$35,040,953
Aggregate proceeds on sale of assets2019-12-31$35,040,953
Aggregate carrying amount (costs) on sale of assets2019-12-31$30,932,174
Aggregate carrying amount (costs) on sale of assets2019-12-31$30,932,174
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31PBMARES, LLP
Accountancy firm name2019-12-31PBMARES, LLP
Accountancy firm EIN2019-12-31540737372
Accountancy firm EIN2019-12-31540737372
2018 : TREDEGAR CORPORATION RETIREMENT INCOME PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-535,628
Total unrealized appreciation/depreciation of assets2018-12-31$-535,628
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$232,474
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$138,225
Total income from all sources (including contributions)2018-12-31$176,713
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$19,522,723
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$15,500,291
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$7,539,879
Value of total assets at end of year2018-12-31$208,272,127
Value of total assets at beginning of year2018-12-31$227,523,888
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$4,022,432
Total interest from all sources2018-12-31$1,547,210
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$-4,760,105
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$381,341
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$15,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Assets. Other investments not covered elsewhere at end of year2018-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$180,009
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$466,724
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$0
Other income not declared elsewhere2018-12-31$1,052,359
Administrative expenses (other) incurred2018-12-31$2,604,114
Liabilities. Value of operating payables at end of year2018-12-31$232,474
Liabilities. Value of operating payables at beginning of year2018-12-31$138,225
Total non interest bearing cash at end of year2018-12-31$0
Total non interest bearing cash at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-19,346,010
Value of net assets at end of year (total assets less liabilities)2018-12-31$208,039,653
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$227,385,663
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
Assets. partnership/joint venture interests at end of year2018-12-31$106,192,870
Assets. partnership/joint venture interests at beginning of year2018-12-31$116,536,591
Investment advisory and management fees2018-12-31$678,633
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$29,115,404
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$29,265,482
Interest earned on other investments2018-12-31$1,798,656
Income. Interest from US Government securities2018-12-31$-33,797
Income. Interest from corporate debt instruments2018-12-31$-217,649
Value of interest in common/collective trusts at end of year2018-12-31$0
Value of interest in common/collective trusts at beginning of year2018-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$4,718,874
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$7,043,625
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$7,043,625
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$10,210,368
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$10,203,867
Asset value of US Government securities at end of year2018-12-31$6,836,567
Asset value of US Government securities at beginning of year2018-12-31$6,607,975
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-4,667,002
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
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$7,539,879
Employer contributions (assets) at end of year2018-12-31$2,725,458
Employer contributions (assets) at beginning of year2018-12-31$3,611,772
Income. Dividends from common stock2018-12-31$-4,760,105
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$15,500,291
Asset. Corporate debt instrument debt (other) at end of year2018-12-31$10,625,824
Asset. Corporate debt instrument debt (other) at beginning of year2018-12-31$10,599,390
Contract administrator fees2018-12-31$358,344
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$37,666,753
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$43,188,462
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 name2018-12-31PBMARES, LLP
Accountancy firm EIN2018-12-31540737372
2017 : TREDEGAR CORPORATION RETIREMENT INCOME PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$8,614,010
Total unrealized appreciation/depreciation of assets2017-12-31$8,614,010
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$138,225
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$261,003
Total income from all sources (including contributions)2017-12-31$29,359,084
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$18,669,488
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$14,963,046
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$6,811,308
Value of total assets at end of year2017-12-31$227,523,888
Value of total assets at beginning of year2017-12-31$216,957,070
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$3,706,442
Total interest from all sources2017-12-31$1,603,019
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$8,172,483
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$385,457
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$15,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Assets. Other investments not covered elsewhere at end of year2017-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$466,724
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$262,352
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$0
Other income not declared elsewhere2017-12-31$594,534
Administrative expenses (other) incurred2017-12-31$2,594,808
Liabilities. Value of operating payables at end of year2017-12-31$138,225
Liabilities. Value of operating payables at beginning of year2017-12-31$261,003
Total non interest bearing cash at end of year2017-12-31$0
Total non interest bearing cash at beginning of year2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$10,689,596
Value of net assets at end of year (total assets less liabilities)2017-12-31$227,385,663
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$216,696,067
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
Assets. partnership/joint venture interests at end of year2017-12-31$116,536,591
Assets. partnership/joint venture interests at beginning of year2017-12-31$117,106,174
Investment advisory and management fees2017-12-31$422,585
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$29,265,482
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$18,512,265
Interest earned on other investments2017-12-31$1,807,932
Income. Interest from US Government securities2017-12-31$-52,646
Income. Interest from corporate debt instruments2017-12-31$-152,267
Value of interest in common/collective trusts at end of year2017-12-31$0
Value of interest in common/collective trusts at beginning of year2017-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$7,043,625
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$17,386,265
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$17,386,265
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$10,203,867
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$10,198,387
Asset value of US Government securities at end of year2017-12-31$6,607,975
Asset value of US Government securities at beginning of year2017-12-31$5,440,170
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$3,563,730
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
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$6,811,308
Employer contributions (assets) at end of year2017-12-31$3,611,772
Employer contributions (assets) at beginning of year2017-12-31$2,138,924
Income. Dividends from common stock2017-12-31$8,172,483
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$14,963,046
Asset. Corporate debt instrument debt (other) at end of year2017-12-31$10,599,390
Asset. Corporate debt instrument debt (other) at beginning of year2017-12-31$11,579,448
Contract administrator fees2017-12-31$303,592
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$43,188,462
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$34,333,085
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 name2017-12-31PBMARES, LLP
Accountancy firm EIN2017-12-31540737372
2016 : TREDEGAR CORPORATION RETIREMENT INCOME PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$7,273,596
Total unrealized appreciation/depreciation of assets2016-12-31$7,273,596
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$261,003
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$165,441
Total income from all sources (including contributions)2016-12-31$19,599,994
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$18,758,544
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$15,100,573
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$4,514,003
Value of total assets at end of year2016-12-31$216,957,070
Value of total assets at beginning of year2016-12-31$216,020,058
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$3,657,971
Total interest from all sources2016-12-31$1,592,784
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$4,301,910
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$654,588
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$15,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Assets. Other investments not covered elsewhere at end of year2016-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$262,352
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$4,792,445
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$0
Other income not declared elsewhere2016-12-31$350,603
Administrative expenses (other) incurred2016-12-31$2,462,525
Liabilities. Value of operating payables at end of year2016-12-31$261,003
Liabilities. Value of operating payables at beginning of year2016-12-31$165,441
Total non interest bearing cash at end of year2016-12-31$0
Total non interest bearing cash at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$841,450
Value of net assets at end of year (total assets less liabilities)2016-12-31$216,696,067
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$215,854,617
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
Assets. partnership/joint venture interests at end of year2016-12-31$117,106,174
Assets. partnership/joint venture interests at beginning of year2016-12-31$122,738,757
Investment advisory and management fees2016-12-31$345,837
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$18,512,265
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$22,632,381
Interest earned on other investments2016-12-31$1,793,460
Income. Interest from US Government securities2016-12-31$-39,246
Income. Interest from corporate debt instruments2016-12-31$-161,430
Value of interest in common/collective trusts at end of year2016-12-31$0
Value of interest in common/collective trusts at beginning of year2016-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$17,386,265
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$3,910,086
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$3,910,086
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$10,198,387
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$10,197,180
Asset value of US Government securities at end of year2016-12-31$5,440,170
Asset value of US Government securities at beginning of year2016-12-31$6,212,155
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,567,098
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
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$4,514,003
Employer contributions (assets) at end of year2016-12-31$2,138,924
Employer contributions (assets) at beginning of year2016-12-31$5,145,190
Income. Dividends from common stock2016-12-31$4,301,910
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$15,100,573
Asset. Corporate debt instrument debt (other) at end of year2016-12-31$11,579,448
Asset. Corporate debt instrument debt (other) at beginning of year2016-12-31$10,316,525
Contract administrator fees2016-12-31$195,021
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$34,333,085
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$30,075,339
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31PBMARES, LLP
Accountancy firm EIN2016-12-31540737372
2015 : TREDEGAR CORPORATION RETIREMENT INCOME PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-1,217,638
Total unrealized appreciation/depreciation of assets2015-12-31$-1,217,638
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$165,441
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$380,664
Total income from all sources (including contributions)2015-12-31$2,013,706
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$17,451,469
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$14,638,255
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$5,145,190
Value of total assets at end of year2015-12-31$216,020,058
Value of total assets at beginning of year2015-12-31$231,673,044
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$2,813,214
Total interest from all sources2015-12-31$1,371,981
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$-2,498,715
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$538,970
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$15,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Assets. Other investments not covered elsewhere at end of year2015-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$4,792,445
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$3,400,770
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$211,678
Other income not declared elsewhere2015-12-31$354,430
Administrative expenses (other) incurred2015-12-31$1,690,847
Liabilities. Value of operating payables at end of year2015-12-31$165,441
Liabilities. Value of operating payables at beginning of year2015-12-31$168,986
Total non interest bearing cash at end of year2015-12-31$0
Total non interest bearing cash at beginning of year2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-15,437,763
Value of net assets at end of year (total assets less liabilities)2015-12-31$215,854,617
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$231,292,380
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
Assets. partnership/joint venture interests at end of year2015-12-31$122,738,757
Assets. partnership/joint venture interests at beginning of year2015-12-31$132,848,653
Investment advisory and management fees2015-12-31$387,042
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$22,632,381
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$26,340,811
Interest earned on other investments2015-12-31$1,687,495
Income. Interest from US Government securities2015-12-31$-35,423
Income. Interest from corporate debt instruments2015-12-31$-280,091
Value of interest in common/collective trusts at end of year2015-12-31$0
Value of interest in common/collective trusts at beginning of year2015-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$3,910,086
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$2,567,141
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$2,567,141
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$10,197,180
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$10,218,480
Asset value of US Government securities at end of year2015-12-31$6,212,155
Asset value of US Government securities at beginning of year2015-12-31$7,873,449
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-1,141,542
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
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$5,145,190
Employer contributions (assets) at end of year2015-12-31$5,145,190
Employer contributions (assets) at beginning of year2015-12-31$2,240,403
Income. Dividends from common stock2015-12-31$-2,498,715
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$14,638,255
Asset. Corporate debt instrument debt (other) at end of year2015-12-31$10,316,525
Asset. Corporate debt instrument debt (other) at beginning of year2015-12-31$12,724,656
Contract administrator fees2015-12-31$196,355
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$30,075,339
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$33,458,681
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 name2015-12-31PBMARES, LLP
Accountancy firm EIN2015-12-31540737372
2014 : TREDEGAR CORPORATION RETIREMENT INCOME PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$2,850,892
Total unrealized appreciation/depreciation of assets2014-12-31$2,850,892
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$380,664
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$273,824
Total income from all sources (including contributions)2014-12-31$11,861,886
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$16,466,523
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$14,130,076
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$2,259,386
Value of total assets at end of year2014-12-31$231,673,044
Value of total assets at beginning of year2014-12-31$236,170,841
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$2,336,447
Total interest from all sources2014-12-31$1,715,765
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$4,317,156
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$386,789
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$15,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Assets. Other investments not covered elsewhere at end of year2014-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$3,400,770
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$184,145
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$211,678
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$55,923
Other income not declared elsewhere2014-12-31$372,720
Administrative expenses (other) incurred2014-12-31$999,376
Liabilities. Value of operating payables at end of year2014-12-31$168,986
Liabilities. Value of operating payables at beginning of year2014-12-31$217,901
Total non interest bearing cash at end of year2014-12-31$0
Total non interest bearing cash at beginning of year2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-4,604,637
Value of net assets at end of year (total assets less liabilities)2014-12-31$231,292,380
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$235,897,017
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
Assets. partnership/joint venture interests at end of year2014-12-31$132,848,653
Assets. partnership/joint venture interests at beginning of year2014-12-31$130,759,183
Investment advisory and management fees2014-12-31$593,868
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$26,340,811
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$26,934,791
Interest earned on other investments2014-12-31$1,879,359
Income. Interest from US Government securities2014-12-31$72,375
Income. Interest from corporate debt instruments2014-12-31$-235,969
Value of interest in common/collective trusts at end of year2014-12-31$0
Value of interest in common/collective trusts at beginning of year2014-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$2,567,141
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$9,516,517
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$9,516,517
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$10,218,480
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$10,266,615
Asset value of US Government securities at end of year2014-12-31$7,873,449
Asset value of US Government securities at beginning of year2014-12-31$5,993,788
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$345,967
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
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$2,259,386
Employer contributions (assets) at end of year2014-12-31$2,240,403
Employer contributions (assets) at beginning of year2014-12-31$2,600,000
Income. Dividends from common stock2014-12-31$4,317,156
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$14,130,076
Asset. Corporate debt instrument debt (other) at end of year2014-12-31$12,724,656
Asset. Corporate debt instrument debt (other) at beginning of year2014-12-31$13,608,736
Contract administrator fees2014-12-31$356,414
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$33,458,681
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$36,307,066
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 name2014-12-31PBMARES, LLP
Accountancy firm EIN2014-12-31540737372
2013 : TREDEGAR CORPORATION RETIREMENT INCOME PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$9,958,867
Total unrealized appreciation/depreciation of assets2013-12-31$9,958,867
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$273,824
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$648,035
Total income from all sources (including contributions)2013-12-31$25,802,707
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$15,259,621
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$13,398,044
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$2,628,546
Value of total assets at end of year2013-12-31$236,170,841
Value of total assets at beginning of year2013-12-31$226,001,966
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$1,861,577
Total interest from all sources2013-12-31$1,199,760
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$10,488,149
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$379,590
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$15,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Assets. Other investments not covered elsewhere at end of year2013-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$184,145
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$837,694
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$55,923
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$404,630
Other income not declared elsewhere2013-12-31$406,096
Administrative expenses (other) incurred2013-12-31$575,847
Liabilities. Value of operating payables at end of year2013-12-31$217,901
Liabilities. Value of operating payables at beginning of year2013-12-31$243,405
Total non interest bearing cash at end of year2013-12-31$0
Total non interest bearing cash at beginning of year2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$10,543,086
Value of net assets at end of year (total assets less liabilities)2013-12-31$235,897,017
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$225,353,931
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
Assets. partnership/joint venture interests at end of year2013-12-31$130,759,183
Assets. partnership/joint venture interests at beginning of year2013-12-31$133,287,664
Investment advisory and management fees2013-12-31$614,445
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$26,934,791
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$17,269,466
Interest earned on other investments2013-12-31$1,886,909
Income. Interest from US Government securities2013-12-31$-184,446
Income. Interest from corporate debt instruments2013-12-31$-502,703
Value of interest in common/collective trusts at end of year2013-12-31$0
Value of interest in common/collective trusts at beginning of year2013-12-31$4,682,363
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$9,516,517
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$126,619
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$126,619
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$10,266,615
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$10,360,488
Asset value of US Government securities at end of year2013-12-31$5,993,788
Asset value of US Government securities at beginning of year2013-12-31$4,988,835
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,121,289
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
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$2,628,546
Employer contributions (assets) at end of year2013-12-31$2,600,000
Employer contributions (assets) at beginning of year2013-12-31$5,000,000
Income. Dividends from common stock2013-12-31$10,488,149
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$13,398,044
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$13,608,736
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$14,069,929
Contract administrator fees2013-12-31$291,695
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$36,307,066
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$35,378,908
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 name2013-12-31PBMARES, LLP
Accountancy firm EIN2013-12-31540737372
2012 : TREDEGAR CORPORATION RETIREMENT INCOME PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$9,722,659
Total unrealized appreciation/depreciation of assets2012-12-31$9,722,659
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$648,035
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$6,531,757
Total income from all sources (including contributions)2012-12-31$22,533,001
Total loss/gain on sale of assets2012-12-31$2,309,984
Total of all expenses incurred2012-12-31$14,272,022
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$12,619,366
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$5,000,000
Value of total assets at end of year2012-12-31$226,001,966
Value of total assets at beginning of year2012-12-31$223,624,709
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$1,652,656
Total interest from all sources2012-12-31$1,157,736
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$1,991,140
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$634,936
Administrative expenses professional fees incurred2012-12-31$316,668
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$15,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Assets. Other investments not covered elsewhere at end of year2012-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$2,605,412
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$837,694
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$741,161
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$404,630
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$6,271,918
Other income not declared elsewhere2012-12-31$141,363
Administrative expenses (other) incurred2012-12-31$397,036
Liabilities. Value of operating payables at end of year2012-12-31$243,405
Liabilities. Value of operating payables at beginning of year2012-12-31$259,839
Total non interest bearing cash at end of year2012-12-31$0
Total non interest bearing cash at beginning of year2012-12-31$16,747
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$8,260,979
Value of net assets at end of year (total assets less liabilities)2012-12-31$225,353,931
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$217,092,952
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
Assets. partnership/joint venture interests at end of year2012-12-31$133,287,664
Assets. partnership/joint venture interests at beginning of year2012-12-31$94,038,100
Investment advisory and management fees2012-12-31$613,800
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$17,269,466
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$21,616,620
Interest earned on other investments2012-12-31$446,313
Income. Interest from US Government securities2012-12-31$129,809
Income. Interest from corporate debt instruments2012-12-31$582,055
Value of interest in common/collective trusts at end of year2012-12-31$4,682,363
Value of interest in common/collective trusts at beginning of year2012-12-31$22,080,405
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$126,619
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$-441
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$10,360,488
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$10,404,318
Asset value of US Government securities at end of year2012-12-31$4,988,835
Asset value of US Government securities at beginning of year2012-12-31$8,293,278
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,070,967
Net investment gain or loss from common/collective trusts2012-12-31$1,139,152
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
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$5,000,000
Employer contributions (assets) at end of year2012-12-31$5,000,000
Employer contributions (assets) at beginning of year2012-12-31$2,122,376
Income. Dividends from common stock2012-12-31$1,356,204
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$12,619,366
Asset. Corporate debt instrument debt (other) at end of year2012-12-31$14,069,929
Asset. Corporate debt instrument debt (other) at beginning of year2012-12-31$9,361,063
Contract administrator fees2012-12-31$325,152
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$35,378,908
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$52,345,229
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
Aggregate proceeds on sale of assets2012-12-31$53,219,310
Aggregate carrying amount (costs) on sale of assets2012-12-31$50,909,326
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31PBMARES, LLP
Accountancy firm EIN2012-12-31540737372
2011 : TREDEGAR CORPORATION RETIREMENT INCOME PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-12,664,028
Total unrealized appreciation/depreciation of assets2011-12-31$-12,664,028
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$6,531,757
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$215,940
Total income from all sources (including contributions)2011-12-31$-8,263,748
Total loss/gain on sale of assets2011-12-31$11,011,127
Total of all expenses incurred2011-12-31$13,611,914
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$12,042,660
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$2,122,376
Value of total assets at end of year2011-12-31$223,624,709
Value of total assets at beginning of year2011-12-31$239,184,554
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$1,569,254
Total interest from all sources2011-12-31$773,746
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$2,173,603
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$1,023,819
Administrative expenses professional fees incurred2011-12-31$295,044
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$15,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Assets. Other investments not covered elsewhere at end of year2011-12-31$2,605,412
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$13,791,087
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$741,161
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$75,721
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$6,271,918
Other income not declared elsewhere2011-12-31$-2,438,205
Administrative expenses (other) incurred2011-12-31$327,256
Liabilities. Value of operating payables at end of year2011-12-31$259,839
Liabilities. Value of operating payables at beginning of year2011-12-31$215,940
Total non interest bearing cash at end of year2011-12-31$16,747
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-21,875,662
Value of net assets at end of year (total assets less liabilities)2011-12-31$217,092,952
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$238,968,614
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
Assets. partnership/joint venture interests at end of year2011-12-31$94,038,100
Assets. partnership/joint venture interests at beginning of year2011-12-31$100,193,301
Investment advisory and management fees2011-12-31$726,511
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$21,616,620
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$50,841,883
Interest earned on other investments2011-12-31$467,933
Income. Interest from US Government securities2011-12-31$93,663
Income. Interest from corporate debt instruments2011-12-31$212,153
Value of interest in common/collective trusts at end of year2011-12-31$22,080,405
Value of interest in common/collective trusts at beginning of year2011-12-31$4,633,174
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$-3
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$10,404,318
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$10,572,556
Asset value of US Government securities at end of year2011-12-31$8,293,278
Asset value of US Government securities at beginning of year2011-12-31$2,075,655
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-9,068,611
Net investment gain or loss from common/collective trusts2011-12-31$-181,939
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
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$2,122,376
Employer contributions (assets) at end of year2011-12-31$2,122,376
Income. Dividends from common stock2011-12-31$1,149,784
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$12,042,660
Asset. Corporate debt instrument debt (other) at end of year2011-12-31$9,361,063
Contract administrator fees2011-12-31$220,443
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$52,345,229
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$57,001,177
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
Aggregate proceeds on sale of assets2011-12-31$43,253,981
Aggregate carrying amount (costs) on sale of assets2011-12-31$32,242,854
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 name2011-12-31WITT MARES, PLC
Accountancy firm EIN2011-12-31541184709
2010 : TREDEGAR CORPORATION RETIREMENT INCOME PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$11,657,343
Total unrealized appreciation/depreciation of assets2010-12-31$11,657,343
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$215,940
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$299,740
Total income from all sources (including contributions)2010-12-31$23,111,113
Total loss/gain on sale of assets2010-12-31$2,724,642
Total of all expenses incurred2010-12-31$13,060,183
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$11,685,128
Value of total assets at end of year2010-12-31$239,184,554
Value of total assets at beginning of year2010-12-31$229,217,424
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$1,375,055
Total interest from all sources2010-12-31$727,065
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$2,088,024
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$985,207
Administrative expenses professional fees incurred2010-12-31$523,857
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$15,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Assets. Other investments not covered elsewhere at end of year2010-12-31$13,791,087
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$14,114,046
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$75,721
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$447,092
Administrative expenses (other) incurred2010-12-31$55,577
Liabilities. Value of operating payables at end of year2010-12-31$215,940
Liabilities. Value of operating payables at beginning of year2010-12-31$299,740
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$10,050,930
Value of net assets at end of year (total assets less liabilities)2010-12-31$238,968,614
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$228,917,684
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
Assets. partnership/joint venture interests at end of year2010-12-31$100,193,301
Assets. partnership/joint venture interests at beginning of year2010-12-31$96,205,875
Investment advisory and management fees2010-12-31$586,166
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$50,841,883
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$51,548,191
Interest earned on other investments2010-12-31$616,216
Income. Interest from US Government securities2010-12-31$110,856
Value of interest in common/collective trusts at end of year2010-12-31$4,633,174
Value of interest in common/collective trusts at beginning of year2010-12-31$3,550,511
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$1,654,098
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$1,654,098
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$-7
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$10,572,556
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$10,608,765
Asset value of US Government securities at end of year2010-12-31$2,075,655
Asset value of US Government securities at beginning of year2010-12-31$2,735,923
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$5,911,184
Net investment gain or loss from common/collective trusts2010-12-31$2,855
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
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
Income. Dividends from common stock2010-12-31$1,102,817
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$11,685,128
Contract administrator fees2010-12-31$209,455
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$57,001,177
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$48,352,923
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
Aggregate proceeds on sale of assets2010-12-31$30,478,821
Aggregate carrying amount (costs) on sale of assets2010-12-31$27,754,179
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 name2010-12-31WITT MARES, PLC
Accountancy firm EIN2010-12-31541184709
2009 : TREDEGAR CORPORATION RETIREMENT INCOME PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for TREDEGAR CORPORATION RETIREMENT INCOME PLAN

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

Insurance Providers Used on plan

AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract numberAC-1802
Policy instance 5
Insurance contract or identification numberAC-1802
Number of Individuals Covered0
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number002625
Policy instance 4
Insurance contract or identification number002625
Number of Individuals Covered0
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract numberAC-1803
Policy instance 3
Insurance contract or identification numberAC-1803
Number of Individuals Covered0
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract numberAC-3828
Policy instance 2
Insurance contract or identification numberAC-3828
Number of Individuals Covered0
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract numberAC-4333
Policy instance 1
Insurance contract or identification numberAC-4333
Number of Individuals Covered0
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract numberAC-3827
Policy instance 6
Insurance contract or identification numberAC-3827
Number of Individuals Covered0
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract numberAC-3828
Policy instance 2
Insurance contract or identification numberAC-3828
Number of Individuals Covered15
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?Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract numberAC-3827
Policy instance 6
Insurance contract or identification numberAC-3827
Number of Individuals Covered4
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?Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract numberAC-4333
Policy instance 1
Insurance contract or identification numberAC-4333
Number of Individuals Covered5
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?Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract numberAC-1803
Policy instance 3
Insurance contract or identification numberAC-1803
Number of Individuals Covered1
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 Administration1
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number002625
Policy instance 4
Insurance contract or identification number002625
Number of Individuals Covered45
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?Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract numberAC-1802
Policy instance 5
Insurance contract or identification numberAC-1802
Number of Individuals Covered3
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?Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract numberAC-3828
Policy instance 2
Insurance contract or identification numberAC-3828
Number of Individuals Covered17
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?Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract numberAC-1803
Policy instance 3
Insurance contract or identification numberAC-1803
Number of Individuals Covered2
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?Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number002625
Policy instance 4
Insurance contract or identification number002625
Number of Individuals Covered45
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?Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract numberAC-1802
Policy instance 5
Insurance contract or identification numberAC-1802
Number of Individuals Covered4
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?Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract numberAC-3827
Policy instance 6
Insurance contract or identification numberAC-3827
Number of Individuals Covered5
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?Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract numberAC-4333
Policy instance 1
Insurance contract or identification numberAC-4333
Number of Individuals Covered6
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?Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract numberAC-3271 DIV
Policy instance 9
Insurance contract or identification numberAC-3271 DIV
Number of Individuals Covered0
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
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract numberAC-5641 DIV
Policy instance 10
Insurance contract or identification numberAC-5641 DIV
Number of Individuals Covered0
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
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract numberAC-3828
Policy instance 3
Insurance contract or identification numberAC-3828
Number of Individuals Covered18
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?Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract numberAC-3831
Policy instance 1
Insurance contract or identification numberAC-3831
Number of Individuals Covered0
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?Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract numberAC-4333
Policy instance 2
Insurance contract or identification numberAC-4333
Number of Individuals Covered8
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?Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract numberAC-1803
Policy instance 4
Insurance contract or identification numberAC-1803
Number of Individuals Covered2
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?Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number002625
Policy instance 5
Insurance contract or identification number002625
Number of Individuals Covered45
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?Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract numberAC-1802
Policy instance 6
Insurance contract or identification numberAC-1802
Number of Individuals Covered8
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?Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract numberAC-3827
Policy instance 7
Insurance contract or identification numberAC-3827
Number of Individuals Covered5
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?Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract numberAC-1803 DIV
Policy instance 8
Insurance contract or identification numberAC-1803 DIV
Number of Individuals Covered0
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
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract numberAC-3271 DIV
Policy instance 9
Insurance contract or identification numberAC-3271 DIV
Number of Individuals Covered39
Insurance policy start date2018-01-01
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
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract numberAC-4333
Policy instance 2
Insurance contract or identification numberAC-4333
Number of Individuals Covered9
Insurance policy start date2018-01-01
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?Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract numberAC-3828
Policy instance 3
Insurance contract or identification numberAC-3828
Number of Individuals Covered21
Insurance policy start date2018-01-01
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?Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract numberAC-1803
Policy instance 4
Insurance contract or identification numberAC-1803
Number of Individuals Covered0
Insurance policy start date2018-01-01
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?Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract numberAC-1802
Policy instance 6
Insurance contract or identification numberAC-1802
Number of Individuals Covered9
Insurance policy start date2018-01-01
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?Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract numberAC-3827
Policy instance 7
Insurance contract or identification numberAC-3827
Number of Individuals Covered7
Insurance policy start date2018-01-01
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?Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract numberAC-3831
Policy instance 1
Insurance contract or identification numberAC-3831
Number of Individuals Covered2
Insurance policy start date2018-01-01
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?Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract numberAC-1803 DIV
Policy instance 8
Insurance contract or identification numberAC-1803 DIV
Number of Individuals Covered3
Insurance policy start date2018-01-01
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
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract numberAC-5641 DIV
Policy instance 10
Insurance contract or identification numberAC-5641 DIV
Number of Individuals Covered1
Insurance policy start date2018-01-01
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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number002625
Policy instance 5
Insurance contract or identification number002625
Number of Individuals Covered44
Insurance policy start date2018-01-01
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?Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract numberAC-3831
Policy instance 1
Insurance contract or identification numberAC-3831
Number of Individuals Covered2
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
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?Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract numberAC-4333
Policy instance 2
Insurance contract or identification numberAC-4333
Number of Individuals Covered11
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
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?Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract numberAC-3828
Policy instance 3
Insurance contract or identification numberAC-3828
Number of Individuals Covered22
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
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?Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract numberAC-1803
Policy instance 4
Insurance contract or identification numberAC-1803
Number of Individuals Covered0
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
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?Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number002625
Policy instance 5
Insurance contract or identification number002625
Number of Individuals Covered47
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
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?Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract numberAC-1802
Policy instance 6
Insurance contract or identification numberAC-1802
Number of Individuals Covered11
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
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?Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract numberAC-3827
Policy instance 7
Insurance contract or identification numberAC-3827
Number of Individuals Covered6
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
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?Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract numberAC-3271 DIV
Policy instance 9
Insurance contract or identification numberAC-3271 DIV
Number of Individuals Covered51
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
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
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract numberAC-5641 DIV
Policy instance 10
Insurance contract or identification numberAC-5641 DIV
Number of Individuals Covered1
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
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
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract numberAC-1803 DIV
Policy instance 8
Insurance contract or identification numberAC-1803 DIV
Number of Individuals Covered3
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
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

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