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GEORGIA FARM BUREAU COMPANIES RETIREMENT PLAN 401k Plan overview

Plan NameGEORGIA FARM BUREAU COMPANIES RETIREMENT PLAN
Plan identification number 001

GEORGIA FARM BUREAU COMPANIES RETIREMENT PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

GEORGIA FARM BUREAU FEDERATION has sponsored the creation of one or more 401k plans.

Company Name:GEORGIA FARM BUREAU FEDERATION
Employer identification number (EIN):580622854
NAIC Classification:524150

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GEORGIA FARM BUREAU COMPANIES RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-07-01GEORGE MUTVIC2023-04-06 GEORGE MUTVIC2023-04-06
0012020-07-01GEORGE MUTVIC2022-03-29 GEORGE MUTVIC2022-03-29
0012019-07-01GEORGE MUTVIC2021-04-08 GEORGE MUTVIC2021-04-08
0012018-07-01GEORGE MUTVIC2020-04-13 GEORGE MUTVIC2020-04-13
0012017-07-01AMY PENDLEY2019-04-11 AMY PENDLEY2019-04-11
0012016-07-01AMY PENDLEY2018-04-13 AMY PENDLEY2018-04-13
0012015-07-01AMY PENDLEY2017-04-12 AMY PENDLEY2017-04-12
0012014-07-01AMY PENDLEY2016-04-08 AMY PENDLEY2016-04-08
0012013-07-01AMY PENDLEY2015-04-03 AMY PENDLEY2015-04-03
0012012-07-01AMY PENDLEY2014-04-04 AMY PENDLEY2014-04-04
0012011-07-01AMY PENDLEY AMY PENDLEY2013-01-18
0012010-07-01AMY PENDLEY
0012009-07-01AMY R PENDLEY

Plan Statistics for GEORGIA FARM BUREAU COMPANIES RETIREMENT PLAN

401k plan membership statisitcs for GEORGIA FARM BUREAU COMPANIES RETIREMENT PLAN

Measure Date Value
2022: GEORGIA FARM BUREAU COMPANIES RETIREMENT PLAN 2022 401k membership
Market value of plan assets2022-06-3013,611,552
Acturial value of plan assets2022-06-3012,993,393
Funding target for retired participants and beneficiaries receiving payment2022-06-303,541,941
Number of terminated vested participants2022-06-3022
Fundng target for terminated vested participants2022-06-301,681,305
Active participant vested funding target2022-06-304,392,296
Number of active participants2022-06-3035
Total funding liabilities for active participants2022-06-304,801,122
Total participant count2022-06-3072
Total funding target for all participants2022-06-3010,024,368
Balance at beginning of prior year after applicable adjustments2022-06-300
Prefunding balance at beginning of prior year after applicable adjustments2022-06-300
Carryover balanced portion elected for use to offset prior years funding requirement2022-06-300
Prefunding balanced used to offset prior years funding requirement2022-06-300
Amount remaining of carryover balance2022-06-300
Amount remaining of prefunding balance2022-06-300
Present value of excess contributions2022-06-30693,035
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-06-30730,805
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-06-300
Reductions in caryover balances due to elections or deemed elections2022-06-300
Reductions in prefunding balances due to elections or deemed elections2022-06-300
Balance of carryovers at beginning of current year2022-06-300
Balance of prefunding at beginning of current year2022-06-300
Total employer contributions2022-06-300
Total employee contributions2022-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2022-06-300
Contributions made to avoid restrictions adjusted to valuation date2022-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-06-300
Unpaid minimum required contributions for all prior years2022-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-06-300
Remaining amount of unpaid minimum required contributions2022-06-300
Minimum required contributions for current year target normal cost2022-06-3090,000
Net shortfall amortization installment of oustanding balance2022-06-300
Waiver amortization installment2022-06-300
Total funding amount beforereflecting carryover/prefunding balances2022-06-300
Carryover balance elected to use to offset funding requirement2022-06-300
Prefunding balance elected to use to offset funding requirement2022-06-300
Additional cash requirement2022-06-300
Contributions allocatedtoward minimum required contributions for current year2022-06-300
Unpaid minimum required contributions for current year2022-06-300
Unpaid minimum required contributions for all years2022-06-300
2021: GEORGIA FARM BUREAU COMPANIES RETIREMENT PLAN 2021 401k membership
Market value of plan assets2021-06-3012,618,534
Acturial value of plan assets2021-06-3012,436,216
Funding target for retired participants and beneficiaries receiving payment2021-06-303,975,161
Number of terminated vested participants2021-06-3023
Fundng target for terminated vested participants2021-06-301,699,159
Active participant vested funding target2021-06-304,762,668
Number of active participants2021-06-3036
Total funding liabilities for active participants2021-06-305,144,328
Total participant count2021-06-3074
Total funding target for all participants2021-06-3010,818,648
Balance at beginning of prior year after applicable adjustments2021-06-300
Prefunding balance at beginning of prior year after applicable adjustments2021-06-300
Carryover balanced portion elected for use to offset prior years funding requirement2021-06-300
Prefunding balanced used to offset prior years funding requirement2021-06-300
Amount remaining of carryover balance2021-06-300
Amount remaining of prefunding balance2021-06-300
Present value of excess contributions2021-06-30784,209
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-06-30828,125
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-06-300
Reductions in caryover balances due to elections or deemed elections2021-06-300
Reductions in prefunding balances due to elections or deemed elections2021-06-300
Balance of carryovers at beginning of current year2021-06-300
Balance of prefunding at beginning of current year2021-06-300
Total employer contributions2021-06-30756,750
Total employee contributions2021-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2021-06-300
Contributions made to avoid restrictions adjusted to valuation date2021-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-06-30693,035
Unpaid minimum required contributions for all prior years2021-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-06-300
Remaining amount of unpaid minimum required contributions2021-06-300
Minimum required contributions for current year target normal cost2021-06-3090,000
Net shortfall amortization installment of oustanding balance2021-06-300
Waiver amortization installment2021-06-300
Total funding amount beforereflecting carryover/prefunding balances2021-06-300
Carryover balance elected to use to offset funding requirement2021-06-300
Prefunding balance elected to use to offset funding requirement2021-06-300
Additional cash requirement2021-06-300
Contributions allocatedtoward minimum required contributions for current year2021-06-30693,035
Unpaid minimum required contributions for current year2021-06-300
Unpaid minimum required contributions for all years2021-06-300
2020: GEORGIA FARM BUREAU COMPANIES RETIREMENT PLAN 2020 401k membership
Market value of plan assets2020-06-3011,958,283
Acturial value of plan assets2020-06-3011,745,515
Funding target for retired participants and beneficiaries receiving payment2020-06-304,611,653
Number of terminated vested participants2020-06-3024
Fundng target for terminated vested participants2020-06-301,427,333
Active participant vested funding target2020-06-304,888,340
Number of active participants2020-06-3039
Total funding liabilities for active participants2020-06-305,297,766
Total participant count2020-06-3079
Total funding target for all participants2020-06-3011,336,752
Balance at beginning of prior year after applicable adjustments2020-06-300
Prefunding balance at beginning of prior year after applicable adjustments2020-06-300
Carryover balanced portion elected for use to offset prior years funding requirement2020-06-300
Prefunding balanced used to offset prior years funding requirement2020-06-300
Amount remaining of carryover balance2020-06-300
Amount remaining of prefunding balance2020-06-300
Present value of excess contributions2020-06-30682,426
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-06-30721,870
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-06-300
Reductions in caryover balances due to elections or deemed elections2020-06-300
Reductions in prefunding balances due to elections or deemed elections2020-06-300
Balance of carryovers at beginning of current year2020-06-300
Balance of prefunding at beginning of current year2020-06-300
Total employer contributions2020-06-30860,000
Total employee contributions2020-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2020-06-300
Contributions made to avoid restrictions adjusted to valuation date2020-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-06-30784,209
Unpaid minimum required contributions for all prior years2020-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-06-300
Remaining amount of unpaid minimum required contributions2020-06-300
Minimum required contributions for current year target normal cost2020-06-3090,000
Net shortfall amortization installment of oustanding balance2020-06-300
Waiver amortization installment2020-06-300
Total funding amount beforereflecting carryover/prefunding balances2020-06-300
Carryover balance elected to use to offset funding requirement2020-06-300
Prefunding balance elected to use to offset funding requirement2020-06-300
Additional cash requirement2020-06-300
Contributions allocatedtoward minimum required contributions for current year2020-06-30784,209
Unpaid minimum required contributions for current year2020-06-300
Unpaid minimum required contributions for all years2020-06-300
2019: GEORGIA FARM BUREAU COMPANIES RETIREMENT PLAN 2019 401k membership
Market value of plan assets2019-06-3012,483,599
Acturial value of plan assets2019-06-3012,416,604
Funding target for retired participants and beneficiaries receiving payment2019-06-304,760,955
Number of terminated vested participants2019-06-3024
Fundng target for terminated vested participants2019-06-301,620,941
Active participant vested funding target2019-06-305,410,130
Number of active participants2019-06-3043
Total funding liabilities for active participants2019-06-305,953,315
Total participant count2019-06-3083
Total funding target for all participants2019-06-3012,335,211
Balance at beginning of prior year after applicable adjustments2019-06-300
Prefunding balance at beginning of prior year after applicable adjustments2019-06-300
Carryover balanced portion elected for use to offset prior years funding requirement2019-06-300
Prefunding balanced used to offset prior years funding requirement2019-06-300
Amount remaining of carryover balance2019-06-300
Amount remaining of prefunding balance2019-06-300
Present value of excess contributions2019-06-301,216,044
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-06-301,288,277
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-06-300
Reductions in caryover balances due to elections or deemed elections2019-06-300
Reductions in prefunding balances due to elections or deemed elections2019-06-300
Balance of carryovers at beginning of current year2019-06-300
Balance of prefunding at beginning of current year2019-06-300
Total employer contributions2019-06-30750,000
Total employee contributions2019-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2019-06-300
Contributions made to avoid restrictions adjusted to valuation date2019-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-06-30682,426
Unpaid minimum required contributions for all prior years2019-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-06-300
Remaining amount of unpaid minimum required contributions2019-06-300
Minimum required contributions for current year target normal cost2019-06-3075,000
Net shortfall amortization installment of oustanding balance2019-06-300
Waiver amortization installment2019-06-300
Total funding amount beforereflecting carryover/prefunding balances2019-06-300
Carryover balance elected to use to offset funding requirement2019-06-300
Prefunding balance elected to use to offset funding requirement2019-06-300
Additional cash requirement2019-06-300
Contributions allocatedtoward minimum required contributions for current year2019-06-30682,426
Unpaid minimum required contributions for current year2019-06-300
Unpaid minimum required contributions for all years2019-06-300
2018: GEORGIA FARM BUREAU COMPANIES RETIREMENT PLAN 2018 401k membership
Market value of plan assets2018-06-3013,706,242
Acturial value of plan assets2018-06-3013,597,833
Funding target for retired participants and beneficiaries receiving payment2018-06-304,741,412
Number of terminated vested participants2018-06-3031
Fundng target for terminated vested participants2018-06-302,974,873
Active participant vested funding target2018-06-305,352,895
Number of active participants2018-06-3046
Total funding liabilities for active participants2018-06-305,828,316
Total participant count2018-06-3092
Total funding target for all participants2018-06-3013,544,601
Balance at beginning of prior year after applicable adjustments2018-06-300
Prefunding balance at beginning of prior year after applicable adjustments2018-06-300
Carryover balanced portion elected for use to offset prior years funding requirement2018-06-300
Prefunding balanced used to offset prior years funding requirement2018-06-300
Amount remaining of carryover balance2018-06-300
Amount remaining of prefunding balance2018-06-300
Present value of excess contributions2018-06-30852,914
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-06-30905,198
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-06-300
Reductions in caryover balances due to elections or deemed elections2018-06-300
Reductions in prefunding balances due to elections or deemed elections2018-06-300
Balance of carryovers at beginning of current year2018-06-300
Balance of prefunding at beginning of current year2018-06-300
Total employer contributions2018-06-301,340,000
Total employee contributions2018-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2018-06-300
Contributions made to avoid restrictions adjusted to valuation date2018-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-06-301,216,044
Unpaid minimum required contributions for all prior years2018-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-06-300
Remaining amount of unpaid minimum required contributions2018-06-300
Minimum required contributions for current year target normal cost2018-06-3050,000
Net shortfall amortization installment of oustanding balance2018-06-300
Waiver amortization installment2018-06-300
Total funding amount beforereflecting carryover/prefunding balances2018-06-300
Carryover balance elected to use to offset funding requirement2018-06-300
Prefunding balance elected to use to offset funding requirement2018-06-300
Additional cash requirement2018-06-300
Contributions allocatedtoward minimum required contributions for current year2018-06-301,216,044
Unpaid minimum required contributions for current year2018-06-300
Unpaid minimum required contributions for all years2018-06-300
2017: GEORGIA FARM BUREAU COMPANIES RETIREMENT PLAN 2017 401k membership
Market value of plan assets2017-06-3016,106,490
Acturial value of plan assets2017-06-3016,493,918
Funding target for retired participants and beneficiaries receiving payment2017-06-302,848,238
Number of terminated vested participants2017-06-3029
Fundng target for terminated vested participants2017-06-301,509,826
Active participant vested funding target2017-06-3010,295,755
Number of active participants2017-06-3054
Total funding liabilities for active participants2017-06-3011,141,557
Total participant count2017-06-3096
Total funding target for all participants2017-06-3015,499,621
Balance at beginning of prior year after applicable adjustments2017-06-30300,386
Prefunding balance at beginning of prior year after applicable adjustments2017-06-300
Carryover balanced portion elected for use to offset prior years funding requirement2017-06-300
Prefunding balanced used to offset prior years funding requirement2017-06-300
Amount remaining of carryover balance2017-06-30300,386
Amount remaining of prefunding balance2017-06-300
Present value of excess contributions2017-06-30676,421
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-06-30719,171
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-06-300
Reductions in caryover balances due to elections or deemed elections2017-06-30314,384
Reductions in prefunding balances due to elections or deemed elections2017-06-300
Balance of carryovers at beginning of current year2017-06-300
Balance of prefunding at beginning of current year2017-06-300
Total employer contributions2017-06-30943,000
Total employee contributions2017-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2017-06-300
Contributions made to avoid restrictions adjusted to valuation date2017-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-06-30852,914
Unpaid minimum required contributions for all prior years2017-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-06-300
Remaining amount of unpaid minimum required contributions2017-06-300
Minimum required contributions for current year target normal cost2017-06-30652,121
Net shortfall amortization installment of oustanding balance2017-06-300
Waiver amortization installment2017-06-300
Total funding amount beforereflecting carryover/prefunding balances2017-06-300
Carryover balance elected to use to offset funding requirement2017-06-300
Prefunding balance elected to use to offset funding requirement2017-06-300
Additional cash requirement2017-06-300
Contributions allocatedtoward minimum required contributions for current year2017-06-30852,914
Unpaid minimum required contributions for current year2017-06-300
Unpaid minimum required contributions for all years2017-06-300
2011: GEORGIA FARM BUREAU COMPANIES RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-01109
Total number of active participants reported on line 7a of the Form 55002011-07-0174
Number of retired or separated participants receiving benefits2011-07-014
Number of other retired or separated participants entitled to future benefits2011-07-0129
Total of all active and inactive participants2011-07-01107
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-010
Total participants2011-07-01107
Number of participants with account balances2011-07-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-010
2010: GEORGIA FARM BUREAU COMPANIES RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-07-01109
Total number of active participants reported on line 7a of the Form 55002010-07-0174
Number of retired or separated participants receiving benefits2010-07-013
Number of other retired or separated participants entitled to future benefits2010-07-0131
Total of all active and inactive participants2010-07-01108
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-07-010
Total participants2010-07-01108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-07-010
2009: GEORGIA FARM BUREAU COMPANIES RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-01111
Total number of active participants reported on line 7a of the Form 55002009-07-0177
Number of retired or separated participants receiving benefits2009-07-011
Number of other retired or separated participants entitled to future benefits2009-07-0130
Total of all active and inactive participants2009-07-01108
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-011
Total participants2009-07-01109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-011

Financial Data on GEORGIA FARM BUREAU COMPANIES RETIREMENT PLAN

Measure Date Value
2012 : GEORGIA FARM BUREAU COMPANIES RETIREMENT PLAN 2012 401k financial data
Transfers to/from the plan2012-06-30$0
Total plan liabilities at end of year2012-06-30$0
Total plan liabilities at beginning of year2012-06-30$0
Total income from all sources2012-06-30$1,846,219
Expenses. Total of all expenses incurred2012-06-30$632,552
Benefits paid (including direct rollovers)2012-06-30$593,286
Total plan assets at end of year2012-06-30$12,907,646
Total plan assets at beginning of year2012-06-30$11,693,979
Value of fidelity bond covering the plan2012-06-30$3,000,000
Total contributions received or receivable from participants2012-06-30$0
Expenses. Other expenses not covered elsewhere2012-06-30$0
Contributions received from other sources (not participants or employers)2012-06-30$0
Other income received2012-06-30$1,096,219
Noncash contributions received2012-06-30$0
Net income (gross income less expenses)2012-06-30$1,213,667
Net plan assets at end of year (total assets less liabilities)2012-06-30$12,907,646
Net plan assets at beginning of year (total assets less liabilities)2012-06-30$11,693,979
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year2012-06-30$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year2012-06-30$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022012-06-30$0
Total contributions received or receivable from employer(s)2012-06-30$750,000
Value of certain deemed distributions of participant loans2012-06-30$0
Value of corrective distributions2012-06-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-06-30$39,266
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-06-30$0
2011 : GEORGIA FARM BUREAU COMPANIES RETIREMENT PLAN 2011 401k financial data
Total income from all sources2011-06-30$2,201,145
Expenses. Total of all expenses incurred2011-06-30$64,214
Benefits paid (including direct rollovers)2011-06-30$44,816
Total plan assets at end of year2011-06-30$11,693,979
Total plan assets at beginning of year2011-06-30$9,557,048
Value of fidelity bond covering the plan2011-06-30$500,000
Expenses. Other expenses not covered elsewhere2011-06-30$19,398
Other income received2011-06-30$1,201,145
Net income (gross income less expenses)2011-06-30$2,136,931
Net plan assets at end of year (total assets less liabilities)2011-06-30$11,693,979
Net plan assets at beginning of year (total assets less liabilities)2011-06-30$9,557,048
Total contributions received or receivable from employer(s)2011-06-30$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-06-30$0
2010 : GEORGIA FARM BUREAU COMPANIES RETIREMENT PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-06-30$0

Form 5500 Responses for GEORGIA FARM BUREAU COMPANIES RETIREMENT PLAN

2011: GEORGIA FARM BUREAU COMPANIES RETIREMENT PLAN 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planNo
2011-07-01Plan funding arrangement – InsuranceYes
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement – InsuranceYes
2011-07-01Plan benefit arrangement - TrustYes
2010: GEORGIA FARM BUREAU COMPANIES RETIREMENT PLAN 2010 form 5500 responses
2010-07-01Type of plan entitySingle employer plan
2010-07-01Submission has been amendedNo
2010-07-01This submission is the final filingNo
2010-07-01This return/report is a short plan year return/report (less than 12 months)No
2010-07-01Plan is a collectively bargained planNo
2010-07-01Plan funding arrangement – InsuranceYes
2010-07-01Plan funding arrangement – TrustYes
2010-07-01Plan benefit arrangement – InsuranceYes
2010-07-01Plan benefit arrangement - TrustYes
2009: GEORGIA FARM BUREAU COMPANIES RETIREMENT PLAN 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Submission has been amendedNo
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planNo
2009-07-01Plan funding arrangement – InsuranceYes
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement – InsuranceYes
2009-07-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number457585
Policy instance 1
Insurance contract or identification number457585
Number of Individuals Covered107
Insurance policy start date2011-09-01
Insurance policy end date2012-06-30
Total amount of commissions paid to insurance brokerUSD $39,266
Total amount of fees paid to insurance companyUSD $1,210
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
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 number17376A
Policy instance 2
Insurance contract or identification number17376A
Number of Individuals Covered0
Insurance policy start date2011-07-01
Insurance policy end date2011-10-19
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number17376A
Policy instance 1
Insurance contract or identification number17376A
Number of Individuals Covered108
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No

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