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HUMANA PUERTO RICO RETIREMENT SAVINGS PLAN 401k Plan overview

Plan NameHUMANA PUERTO RICO RETIREMENT SAVINGS PLAN
Plan identification number 004

HUMANA PUERTO RICO RETIREMENT SAVINGS PLAN Benefits

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

401k Sponsoring company profile

HUMANA INC. has sponsored the creation of one or more 401k plans.

Company Name:HUMANA INC.
Employer identification number (EIN):610647538
NAIC Classification:484120
NAIC Description: General Freight Trucking, Long-Distance

Additional information about HUMANA INC.

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number: 0613712

More information about HUMANA INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HUMANA PUERTO RICO RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0042022-01-01
0042021-01-01
0042020-01-01
0042019-01-01
0042018-01-01ERIK ANDERSON
0042017-01-01ERIK ANDERSON
0042016-01-01DEBORAH M TRIPLETT
0042015-01-01DEBORAH M TRIPLETT
0042014-01-01DEBORAH M TRIPLETT
0042013-01-01DEBORAH M TRIPLETT
0042012-01-01DEBORAH M TRIPLETT
0042011-01-01DEBORAH M TRIPLETT
0042010-01-01DEBORAH M TRIPLETT
0042009-01-01DEBORAH M TRIPLETT

Plan Statistics for HUMANA PUERTO RICO RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for HUMANA PUERTO RICO RETIREMENT SAVINGS PLAN

Measure Date Value
2022: HUMANA PUERTO RICO RETIREMENT SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011,784
Total number of active participants reported on line 7a of the Form 55002022-01-011,167
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01682
Total of all active and inactive participants2022-01-011,849
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-014
Total participants2022-01-011,853
Number of participants with account balances2022-01-011,813
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0179
2021: HUMANA PUERTO RICO RETIREMENT SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,732
Total number of active participants reported on line 7a of the Form 55002021-01-011,107
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01674
Total of all active and inactive participants2021-01-011,781
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-012
Total participants2021-01-011,783
Number of participants with account balances2021-01-011,768
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0160
2020: HUMANA PUERTO RICO RETIREMENT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,639
Total number of active participants reported on line 7a of the Form 55002020-01-011,104
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01625
Total of all active and inactive participants2020-01-011,729
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-013
Total participants2020-01-011,732
Number of participants with account balances2020-01-011,720
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-01113
2019: HUMANA PUERTO RICO RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,399
Total number of active participants reported on line 7a of the Form 55002019-01-011,157
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01481
Total of all active and inactive participants2019-01-011,638
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-011,639
Number of participants with account balances2019-01-011,608
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-01120
2018: HUMANA PUERTO RICO RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011,185
Total number of active participants reported on line 7a of the Form 55002018-01-011,008
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01390
Total of all active and inactive participants2018-01-011,398
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-011,399
Number of participants with account balances2018-01-011,342
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0170
2017: HUMANA PUERTO RICO RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01946
Total number of active participants reported on line 7a of the Form 55002017-01-01832
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01352
Total of all active and inactive participants2017-01-011,184
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-011,185
Number of participants with account balances2017-01-011,170
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0141
2016: HUMANA PUERTO RICO RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01883
Total number of active participants reported on line 7a of the Form 55002016-01-01643
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01301
Total of all active and inactive participants2016-01-01944
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-012
Total participants2016-01-01946
Number of participants with account balances2016-01-01934
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0119
2015: HUMANA PUERTO RICO RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01874
Total number of active participants reported on line 7a of the Form 55002015-01-01579
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01302
Total of all active and inactive participants2015-01-01881
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-012
Total participants2015-01-01883
Number of participants with account balances2015-01-01874
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0120
2014: HUMANA PUERTO RICO RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01923
Total number of active participants reported on line 7a of the Form 55002014-01-01569
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01302
Total of all active and inactive participants2014-01-01871
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-013
Total participants2014-01-01874
Number of participants with account balances2014-01-01867
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0124
2013: HUMANA PUERTO RICO RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01964
Total number of active participants reported on line 7a of the Form 55002013-01-01591
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01328
Total of all active and inactive participants2013-01-01919
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-014
Total participants2013-01-01923
Number of participants with account balances2013-01-01912
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0182
2012: HUMANA PUERTO RICO RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01909
Total number of active participants reported on line 7a of the Form 55002012-01-01804
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01165
Total of all active and inactive participants2012-01-01969
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-012
Total participants2012-01-01971
Number of participants with account balances2012-01-01964
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0124
2011: HUMANA PUERTO RICO RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01841
Total number of active participants reported on line 7a of the Form 55002011-01-01754
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01155
Total of all active and inactive participants2011-01-01909
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01909
Number of participants with account balances2011-01-01892
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0125
2010: HUMANA PUERTO RICO RETIREMENT SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01757
Total number of active participants reported on line 7a of the Form 55002010-01-01702
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-01139
Total of all active and inactive participants2010-01-01841
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01841
Number of participants with account balances2010-01-01758
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0113
2009: HUMANA PUERTO RICO RETIREMENT SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01729
Total number of active participants reported on line 7a of the Form 55002009-01-01608
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01149
Total of all active and inactive participants2009-01-01757
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01757
Number of participants with account balances2009-01-01756
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0127

Financial Data on HUMANA PUERTO RICO RETIREMENT SAVINGS PLAN

Measure Date Value
2022 : HUMANA PUERTO RICO RETIREMENT SAVINGS PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$920,448
Total unrealized appreciation/depreciation of assets2022-12-31$920,448
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$12,900
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$17,128
Total income from all sources (including contributions)2022-12-31$-3,043,430
Total loss/gain on sale of assets2022-12-31$67,032
Total of all expenses incurred2022-12-31$7,463,854
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$7,216,449
Expenses. Certain deemed distributions of participant loans2022-12-31$41,026
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$6,594,777
Value of total assets at end of year2022-12-31$67,778,668
Value of total assets at beginning of year2022-12-31$78,290,180
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$206,379
Total interest from all sources2022-12-31$163,452
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$38,734
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$38,734
Administrative expenses professional fees incurred2022-12-31$121,364
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$3,260,543
Participant contributions at end of year2022-12-31$2,474,941
Participant contributions at beginning of year2022-12-31$2,547,377
Participant contributions at end of year2022-12-31$2,039
Participant contributions at beginning of year2022-12-31$0
Assets. Other investments not covered elsewhere at end of year2022-12-31$18,326
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$15,192
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$155,646
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$2,334
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$4,458
Other income not declared elsewhere2022-12-31$-2,730
Administrative expenses (other) incurred2022-12-31$85,015
Liabilities. Value of operating payables at end of year2022-12-31$10,566
Liabilities. Value of operating payables at beginning of year2022-12-31$12,670
Total non interest bearing cash at end of year2022-12-31$56,744
Total non interest bearing cash at beginning of year2022-12-31$1,778
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-10,507,284
Value of net assets at end of year (total assets less liabilities)2022-12-31$67,765,768
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$78,273,052
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$928,461
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$1,118,902
Interest on participant loans2022-12-31$106,424
Value of interest in common/collective trusts at end of year2022-12-31$51,064,894
Value of interest in common/collective trusts at beginning of year2022-12-31$62,035,423
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$3,658,396
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$3,592,670
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$3,592,670
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$57,028
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$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-124,566
Net investment gain or loss from common/collective trusts2022-12-31$-10,700,577
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Assets. Invements in employer securities at end of year2022-12-31$9,474,440
Assets. Invements in employer securities at beginning of year2022-12-31$8,878,798
Contributions received in cash from employer2022-12-31$3,178,588
Employer contributions (assets) at end of year2022-12-31$100,427
Employer contributions (assets) at beginning of year2022-12-31$100,040
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$7,216,449
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$1,252,506
Aggregate carrying amount (costs) on sale of assets2022-12-31$1,185,474
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31PRICEWATERHOUSECOOPERS LLP
Accountancy firm EIN2022-12-31134008324
2021 : HUMANA PUERTO RICO RETIREMENT SAVINGS PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$1,034,473
Total unrealized appreciation/depreciation of assets2021-12-31$1,034,473
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$17,128
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$12,881
Total income from all sources (including contributions)2021-12-31$15,797,303
Total loss/gain on sale of assets2021-12-31$14,557
Total of all expenses incurred2021-12-31$3,421,496
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$3,214,507
Value of total corrective distributions2021-12-31$659
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$6,555,171
Value of total assets at end of year2021-12-31$78,290,180
Value of total assets at beginning of year2021-12-31$65,910,126
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$206,330
Total interest from all sources2021-12-31$100,819
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$46,700
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$46,700
Administrative expenses professional fees incurred2021-12-31$121,794
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$3,260,572
Participant contributions at end of year2021-12-31$2,547,377
Participant contributions at beginning of year2021-12-31$2,023,754
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$1,560
Assets. Other investments not covered elsewhere at end of year2021-12-31$15,192
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$11,755
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$144,251
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$4,458
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$3,337
Other income not declared elsewhere2021-12-31$3,142
Administrative expenses (other) incurred2021-12-31$84,536
Liabilities. Value of operating payables at end of year2021-12-31$12,670
Liabilities. Value of operating payables at beginning of year2021-12-31$9,544
Total non interest bearing cash at end of year2021-12-31$1,778
Total non interest bearing cash at beginning of year2021-12-31$4,306
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$12,375,807
Value of net assets at end of year (total assets less liabilities)2021-12-31$78,273,052
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$65,897,245
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$1,118,902
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$6,670,500
Interest on participant loans2021-12-31$98,310
Value of interest in common/collective trusts at end of year2021-12-31$62,035,423
Value of interest in common/collective trusts at beginning of year2021-12-31$45,284,365
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$3,592,670
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$4,011,217
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$4,011,217
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$2,509
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$198,854
Net investment gain or loss from common/collective trusts2021-12-31$7,843,587
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Assets. Invements in employer securities at end of year2021-12-31$8,878,798
Assets. Invements in employer securities at beginning of year2021-12-31$7,784,593
Contributions received in cash from employer2021-12-31$3,150,348
Employer contributions (assets) at end of year2021-12-31$100,040
Employer contributions (assets) at beginning of year2021-12-31$118,076
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$3,214,507
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$597,690
Aggregate carrying amount (costs) on sale of assets2021-12-31$583,133
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31PRICEWATERHOUSECOOPERS
Accountancy firm EIN2021-12-31134008324
2020 : HUMANA PUERTO RICO RETIREMENT SAVINGS PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$878,819
Total unrealized appreciation/depreciation of assets2020-12-31$878,819
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$12,881
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$12,576
Total income from all sources (including contributions)2020-12-31$14,287,134
Total loss/gain on sale of assets2020-12-31$-76,315
Total of all expenses incurred2020-12-31$7,932,994
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$7,783,402
Expenses. Certain deemed distributions of participant loans2020-12-31$1,547
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$6,019,724
Value of total assets at end of year2020-12-31$65,910,126
Value of total assets at beginning of year2020-12-31$59,555,681
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$148,045
Total interest from all sources2020-12-31$136,886
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$207,728
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$207,728
Administrative expenses professional fees incurred2020-12-31$100,124
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$3,012,034
Participant contributions at end of year2020-12-31$2,023,754
Participant contributions at beginning of year2020-12-31$2,560,651
Participant contributions at end of year2020-12-31$1,560
Participant contributions at beginning of year2020-12-31$1,164
Assets. Other investments not covered elsewhere at end of year2020-12-31$11,755
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$8,037
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$14,894
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$3,337
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$2,945
Other income not declared elsewhere2020-12-31$1,344
Administrative expenses (other) incurred2020-12-31$47,921
Liabilities. Value of operating payables at end of year2020-12-31$9,544
Liabilities. Value of operating payables at beginning of year2020-12-31$9,631
Total non interest bearing cash at end of year2020-12-31$4,306
Total non interest bearing cash at beginning of year2020-12-31$5,982
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$6,354,140
Value of net assets at end of year (total assets less liabilities)2020-12-31$65,897,245
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$59,543,105
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$6,670,500
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$6,024,698
Interest on participant loans2020-12-31$118,437
Value of interest in common/collective trusts at end of year2020-12-31$45,284,365
Value of interest in common/collective trusts at beginning of year2020-12-31$39,713,394
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$4,011,217
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$3,401,875
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$3,401,875
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$18,449
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$258,784
Net investment gain or loss from common/collective trusts2020-12-31$6,860,164
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Assets. Invements in employer securities at end of year2020-12-31$7,784,593
Assets. Invements in employer securities at beginning of year2020-12-31$7,738,161
Contributions received in cash from employer2020-12-31$2,992,796
Employer contributions (assets) at end of year2020-12-31$118,076
Employer contributions (assets) at beginning of year2020-12-31$101,719
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$7,783,402
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$1,741,208
Aggregate carrying amount (costs) on sale of assets2020-12-31$1,817,523
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31PRICEWATERHOUSECOOPERS
Accountancy firm EIN2020-12-31134008324
2019 : HUMANA PUERTO RICO RETIREMENT SAVINGS PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$1,705,563
Total unrealized appreciation/depreciation of assets2019-12-31$1,705,563
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$12,576
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$16,052,263
Total loss/gain on sale of assets2019-12-31$-13,728
Total of all expenses incurred2019-12-31$3,069,778
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,875,956
Expenses. Certain deemed distributions of participant loans2019-12-31$2,056
Value of total corrective distributions2019-12-31$7,222
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$5,729,457
Value of total assets at end of year2019-12-31$59,555,681
Value of total assets at beginning of year2019-12-31$46,560,620
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$184,544
Total interest from all sources2019-12-31$184,490
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$57,490
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$57,490
Administrative expenses professional fees incurred2019-12-31$93,159
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$20,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$2,861,865
Participant contributions at end of year2019-12-31$2,560,651
Participant contributions at beginning of year2019-12-31$2,190,678
Participant contributions at end of year2019-12-31$1,164
Participant contributions at beginning of year2019-12-31$1,269
Assets. Other investments not covered elsewhere at end of year2019-12-31$8,037
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$5,973
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$68,080
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$2,945
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Other income not declared elsewhere2019-12-31$1,777
Administrative expenses (other) incurred2019-12-31$91,385
Liabilities. Value of operating payables at end of year2019-12-31$9,631
Liabilities. Value of operating payables at beginning of year2019-12-31$0
Total non interest bearing cash at end of year2019-12-31$5,982
Total non interest bearing cash at beginning of year2019-12-31$54,436
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$12,982,485
Value of net assets at end of year (total assets less liabilities)2019-12-31$59,543,105
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$46,560,620
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$6,024,698
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$5,284,102
Interest on participant loans2019-12-31$114,419
Value of interest in common/collective trusts at end of year2019-12-31$39,713,394
Value of interest in common/collective trusts at beginning of year2019-12-31$29,364,573
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$3,401,875
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$3,354,998
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$3,354,998
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$70,071
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$481,059
Net investment gain or loss from common/collective trusts2019-12-31$7,906,155
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Assets. Invements in employer securities at end of year2019-12-31$7,738,161
Assets. Invements in employer securities at beginning of year2019-12-31$6,204,424
Contributions received in cash from employer2019-12-31$2,799,512
Employer contributions (assets) at end of year2019-12-31$101,719
Employer contributions (assets) at beginning of year2019-12-31$100,167
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,875,956
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$953,124
Aggregate carrying amount (costs) on sale of assets2019-12-31$966,852
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31PRICEWATERHOUSECOOPERS
Accountancy firm EIN2019-12-31134008324
2018 : HUMANA PUERTO RICO RETIREMENT SAVINGS PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$642,791
Total unrealized appreciation/depreciation of assets2018-12-31$642,791
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$3,816,310
Total loss/gain on sale of assets2018-12-31$275,586
Total of all expenses incurred2018-12-31$8,955,810
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$8,778,023
Value of total corrective distributions2018-12-31$23,159
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$4,992,759
Value of total assets at end of year2018-12-31$46,560,620
Value of total assets at beginning of year2018-12-31$51,700,120
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$154,628
Total interest from all sources2018-12-31$164,449
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$55,707
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$55,707
Administrative expenses professional fees incurred2018-12-31$96,431
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$20,000,000
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
Contributions received from participants2018-12-31$2,588,292
Participant contributions at end of year2018-12-31$2,190,678
Participant contributions at beginning of year2018-12-31$2,768,080
Participant contributions at end of year2018-12-31$1,269
Participant contributions at beginning of year2018-12-31$950
Assets. Other investments not covered elsewhere at end of year2018-12-31$5,973
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$5,654
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$16,420
Other income not declared elsewhere2018-12-31$-415
Administrative expenses (other) incurred2018-12-31$57,677
Total non interest bearing cash at end of year2018-12-31$54,436
Total non interest bearing cash at beginning of year2018-12-31$634,022
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-5,139,500
Value of net assets at end of year (total assets less liabilities)2018-12-31$46,560,620
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$51,700,120
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$520
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$5,284,102
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$8,732,426
Interest on participant loans2018-12-31$110,286
Value of interest in common/collective trusts at end of year2018-12-31$29,364,573
Value of interest in common/collective trusts at beginning of year2018-12-31$30,507,508
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$3,354,998
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$3,150,002
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$3,150,002
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$54,163
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$313,322
Net investment gain or loss from common/collective trusts2018-12-31$-2,627,889
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Assets. Invements in employer securities at end of year2018-12-31$6,204,424
Assets. Invements in employer securities at beginning of year2018-12-31$5,817,445
Contributions received in cash from employer2018-12-31$2,388,047
Employer contributions (assets) at end of year2018-12-31$100,167
Employer contributions (assets) at beginning of year2018-12-31$84,033
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$8,778,023
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
Aggregate proceeds on sale of assets2018-12-31$1,726,140
Aggregate carrying amount (costs) on sale of assets2018-12-31$1,450,554
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31PRICEWATERHOUSECOOPERS
Accountancy firm EIN2018-12-31134008324
2017 : HUMANA PUERTO RICO RETIREMENT SAVINGS PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$935,898
Total unrealized appreciation/depreciation of assets2017-12-31$935,898
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$25,338
Total income from all sources (including contributions)2017-12-31$12,012,459
Total loss/gain on sale of assets2017-12-31$154,574
Total of all expenses incurred2017-12-31$4,092,694
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$3,956,565
Value of total corrective distributions2017-12-31$1,732
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$4,355,177
Value of total assets at end of year2017-12-31$51,700,120
Value of total assets at beginning of year2017-12-31$43,805,693
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$134,397
Total interest from all sources2017-12-31$139,049
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$437,434
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$437,434
Administrative expenses professional fees incurred2017-12-31$83,633
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$20,000,000
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
Contributions received from participants2017-12-31$2,195,620
Participant contributions at end of year2017-12-31$2,768,080
Participant contributions at beginning of year2017-12-31$2,552,645
Participant contributions at end of year2017-12-31$950
Participant contributions at beginning of year2017-12-31$264
Assets. Other investments not covered elsewhere at end of year2017-12-31$5,654
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$59,427
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$16,412
Other income not declared elsewhere2017-12-31$664
Administrative expenses (other) incurred2017-12-31$49,406
Liabilities. Value of operating payables at end of year2017-12-31$0
Liabilities. Value of operating payables at beginning of year2017-12-31$8,926
Total non interest bearing cash at end of year2017-12-31$634,022
Total non interest bearing cash at beginning of year2017-12-31$6
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$7,919,765
Value of net assets at end of year (total assets less liabilities)2017-12-31$51,700,120
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$43,780,355
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$1,358
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$8,732,426
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$9,296,401
Interest on participant loans2017-12-31$116,416
Value of interest in common/collective trusts at end of year2017-12-31$30,507,508
Value of interest in common/collective trusts at beginning of year2017-12-31$23,462,347
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$3,150,002
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$3,201,405
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$3,201,405
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$22,633
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,076,027
Net investment gain or loss from common/collective trusts2017-12-31$4,913,636
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Assets. Invements in employer securities at end of year2017-12-31$5,817,445
Assets. Invements in employer securities at beginning of year2017-12-31$5,194,714
Contributions received in cash from employer2017-12-31$2,100,130
Employer contributions (assets) at end of year2017-12-31$84,033
Employer contributions (assets) at beginning of year2017-12-31$97,911
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$3,956,565
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
Aggregate proceeds on sale of assets2017-12-31$1,310,334
Aggregate carrying amount (costs) on sale of assets2017-12-31$1,155,760
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31PRICEWATERHOUSECOOPERS
Accountancy firm EIN2017-12-31134008324
2016 : HUMANA PUERTO RICO RETIREMENT SAVINGS PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$674,851
Total unrealized appreciation/depreciation of assets2016-12-31$674,851
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$25,338
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$12,372
Total income from all sources (including contributions)2016-12-31$7,258,435
Total loss/gain on sale of assets2016-12-31$2,758
Total of all expenses incurred2016-12-31$2,696,870
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$2,564,708
Value of total corrective distributions2016-12-31$6,384
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$4,120,989
Value of total assets at end of year2016-12-31$43,805,693
Value of total assets at beginning of year2016-12-31$39,231,162
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$125,778
Total interest from all sources2016-12-31$98,292
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$318,006
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$318,006
Administrative expenses professional fees incurred2016-12-31$73,737
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$20,000,000
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
Contributions received from participants2016-12-31$2,080,064
Participant contributions at end of year2016-12-31$2,552,645
Participant contributions at beginning of year2016-12-31$2,360,956
Participant contributions at end of year2016-12-31$264
Participant contributions at beginning of year2016-12-31$50,394
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$64,633
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$16,412
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$5,818
Administrative expenses (other) incurred2016-12-31$50,802
Liabilities. Value of operating payables at end of year2016-12-31$8,926
Liabilities. Value of operating payables at beginning of year2016-12-31$6,554
Total non interest bearing cash at end of year2016-12-31$6
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$4,561,565
Value of net assets at end of year (total assets less liabilities)2016-12-31$43,780,355
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$39,218,790
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$1,239
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$9,296,401
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$8,349,610
Interest on participant loans2016-12-31$95,299
Value of interest in common/collective trusts at end of year2016-12-31$23,462,347
Value of interest in common/collective trusts at beginning of year2016-12-31$20,744,215
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$3,201,405
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$3,085,349
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$3,085,349
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$2,993
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$143,130
Net investment gain or loss from common/collective trusts2016-12-31$1,900,409
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Assets. Invements in employer securities at end of year2016-12-31$5,194,714
Assets. Invements in employer securities at beginning of year2016-12-31$4,524,963
Contributions received in cash from employer2016-12-31$1,976,292
Employer contributions (assets) at end of year2016-12-31$97,911
Employer contributions (assets) at beginning of year2016-12-31$115,675
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$2,564,708
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
Aggregate proceeds on sale of assets2016-12-31$1,107,131
Aggregate carrying amount (costs) on sale of assets2016-12-31$1,104,373
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31PRICEWATERHOUSECOOPERS
Accountancy firm EIN2016-12-31134008324
2015 : HUMANA PUERTO RICO RETIREMENT SAVINGS PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$725,977
Total unrealized appreciation/depreciation of assets2015-12-31$725,977
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$12,372
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$20,160
Total income from all sources (including contributions)2015-12-31$4,467,225
Total loss/gain on sale of assets2015-12-31$216,645
Total of all expenses incurred2015-12-31$2,735,343
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$2,602,256
Value of total corrective distributions2015-12-31$20,978
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$3,692,751
Value of total assets at end of year2015-12-31$39,231,162
Value of total assets at beginning of year2015-12-31$37,507,068
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$112,109
Total interest from all sources2015-12-31$88,109
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$471,571
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$471,571
Administrative expenses professional fees incurred2015-12-31$71,440
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$20,000,000
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
Contributions received from participants2015-12-31$1,869,665
Participant contributions at end of year2015-12-31$2,360,956
Participant contributions at beginning of year2015-12-31$2,277,026
Participant contributions at end of year2015-12-31$50,394
Participant contributions at beginning of year2015-12-31$1,393
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$5,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$5,818
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$13,499
Other income not declared elsewhere2015-12-31$0
Administrative expenses (other) incurred2015-12-31$39,325
Liabilities. Value of operating payables at end of year2015-12-31$6,554
Liabilities. Value of operating payables at beginning of year2015-12-31$6,661
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$1,731,882
Value of net assets at end of year (total assets less liabilities)2015-12-31$39,218,790
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$37,486,908
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
Investment advisory and management fees2015-12-31$1,344
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$8,349,610
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$7,816,520
Interest on participant loans2015-12-31$88,103
Value of interest in common/collective trusts at end of year2015-12-31$20,744,215
Value of interest in common/collective trusts at beginning of year2015-12-31$20,235,339
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$3,085,349
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$3,268,937
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$3,268,937
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$6
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-374,699
Net investment gain or loss from common/collective trusts2015-12-31$-353,129
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Assets. Invements in employer securities at end of year2015-12-31$4,524,963
Assets. Invements in employer securities at beginning of year2015-12-31$3,853,120
Contributions received in cash from employer2015-12-31$1,818,086
Employer contributions (assets) at end of year2015-12-31$115,675
Employer contributions (assets) at beginning of year2015-12-31$54,733
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$2,602,256
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
Aggregate proceeds on sale of assets2015-12-31$1,083,788
Aggregate carrying amount (costs) on sale of assets2015-12-31$867,143
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31PRICEWATERHOUSECOOPERS
Accountancy firm EIN2015-12-31134008324
2014 : HUMANA PUERTO RICO RETIREMENT SAVINGS PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$1,009,839
Total unrealized appreciation/depreciation of assets2014-12-31$1,009,839
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$20,160
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$14,530
Total income from all sources (including contributions)2014-12-31$6,727,215
Total loss/gain on sale of assets2014-12-31$133,794
Total of all expenses incurred2014-12-31$3,881,588
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$3,744,616
Value of total corrective distributions2014-12-31$15,926
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$3,691,137
Value of total assets at end of year2014-12-31$37,507,068
Value of total assets at beginning of year2014-12-31$34,655,811
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$121,046
Total interest from all sources2014-12-31$74,414
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$386,282
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$386,282
Administrative expenses professional fees incurred2014-12-31$68,382
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$20,000,000
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
Contributions received from participants2014-12-31$1,803,264
Participant contributions at end of year2014-12-31$2,277,026
Participant contributions at beginning of year2014-12-31$2,397,993
Participant contributions at end of year2014-12-31$1,393
Participant contributions at beginning of year2014-12-31$3,483
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$153,545
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$13,499
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$4,023
Other income not declared elsewhere2014-12-31$0
Administrative expenses (other) incurred2014-12-31$50,778
Liabilities. Value of operating payables at end of year2014-12-31$6,661
Liabilities. Value of operating payables at beginning of year2014-12-31$10,507
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$2,845,627
Value of net assets at end of year (total assets less liabilities)2014-12-31$37,486,908
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$34,641,281
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
Investment advisory and management fees2014-12-31$1,886
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$7,816,520
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$6,852,438
Interest on participant loans2014-12-31$74,412
Value of interest in common/collective trusts at end of year2014-12-31$20,235,339
Value of interest in common/collective trusts at beginning of year2014-12-31$18,727,591
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$3,268,937
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$3,498,093
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$3,498,093
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$2
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$117,768
Net investment gain or loss from common/collective trusts2014-12-31$1,313,981
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Assets. Invements in employer securities at end of year2014-12-31$3,853,120
Assets. Invements in employer securities at beginning of year2014-12-31$3,115,508
Contributions received in cash from employer2014-12-31$1,734,328
Employer contributions (assets) at end of year2014-12-31$54,733
Employer contributions (assets) at beginning of year2014-12-31$60,705
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$3,744,616
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
Aggregate proceeds on sale of assets2014-12-31$796,763
Aggregate carrying amount (costs) on sale of assets2014-12-31$662,969
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31PRICEWATERHOUSECOOPERS
Accountancy firm EIN2014-12-31134008324
2013 : HUMANA PUERTO RICO RETIREMENT SAVINGS PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$911,605
Total unrealized appreciation/depreciation of assets2013-12-31$911,605
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$14,530
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$10,940
Total income from all sources (including contributions)2013-12-31$10,430,510
Total loss/gain on sale of assets2013-12-31$220,731
Total of all expenses incurred2013-12-31$2,799,991
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$2,655,928
Expenses. Certain deemed distributions of participant loans2013-12-31$0
Value of total corrective distributions2013-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$4,403,425
Value of total assets at end of year2013-12-31$34,655,811
Value of total assets at beginning of year2013-12-31$27,021,702
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$144,063
Total interest from all sources2013-12-31$86,415
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$166,848
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$166,848
Assets. Real estate other than employer real property at end of year2013-12-31$0
Assets. Real estate other than employer real property at beginning of year2013-12-31$0
Administrative expenses professional fees incurred2013-12-31$68,258
Assets. Corporate prefeered stocks other than exployer securities at end of year2013-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2013-12-31$0
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$20,000,000
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
Contributions received from participants2013-12-31$2,158,795
Participant contributions at end of year2013-12-31$2,397,993
Participant contributions at beginning of year2013-12-31$1,995,292
Participant contributions at end of year2013-12-31$3,483
Participant contributions at beginning of year2013-12-31$814
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
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$62,654
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$0
Assets. Loans (other than to participants) at end of year2013-12-31$0
Assets. Loans (other than to participants) at beginning of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$4,023
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$7
Other income not declared elsewhere2013-12-31$0
Administrative expenses (other) incurred2013-12-31$74,008
Liabilities. Value of operating payables at end of year2013-12-31$10,507
Liabilities. Value of operating payables at beginning of year2013-12-31$10,933
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$7,630,519
Value of net assets at end of year (total assets less liabilities)2013-12-31$34,641,281
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$27,010,762
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$0
Assets. partnership/joint venture interests at beginning of year2013-12-31$0
Investment advisory and management fees2013-12-31$1,797
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$6,852,438
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$4,038,893
Value of interest in pooled separate accounts at end of year2013-12-31$0
Value of interest in pooled separate accounts at beginning of year2013-12-31$0
Interest on participant loans2013-12-31$86,193
Income. Interest from US Government securities2013-12-31$0
Income. Interest from corporate debt instruments2013-12-31$0
Value of interest in master investment trust accounts at end of year2013-12-31$0
Value of interest in master investment trust accounts at beginning of year2013-12-31$0
Value of interest in common/collective trusts at end of year2013-12-31$18,727,591
Value of interest in common/collective trusts at beginning of year2013-12-31$18,432,256
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$3,498,093
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$222
Assets. Value of investments in 103.12 investment entities at end of year2013-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2013-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$0
Asset value of US Government securities at end of year2013-12-31$0
Asset value of US Government securities at beginning of year2013-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$591,339
Net investment gain/loss from pooled separate accounts2013-12-31$0
Net investment gain or loss from common/collective trusts2013-12-31$4,050,147
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Assets. Invements in employer securities at end of year2013-12-31$3,115,508
Assets. Invements in employer securities at beginning of year2013-12-31$2,507,670
Assets. Value of employer real property at end of year2013-12-31$0
Assets. Value of employer real property at beginning of year2013-12-31$0
Contributions received in cash from employer2013-12-31$2,181,976
Employer contributions (assets) at end of year2013-12-31$60,705
Employer contributions (assets) at beginning of year2013-12-31$46,777
Income. Dividends from preferred stock2013-12-31$0
Income. Dividends from common stock2013-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$2,655,928
Asset. Corporate debt instrument preferred debt at end of year2013-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2013-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$0
Liabilities. Value of benefit claims payable at end of year2013-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2013-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2013-12-31$0
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
Aggregate proceeds on sale of assets2013-12-31$1,355,498
Aggregate carrying amount (costs) on sale of assets2013-12-31$1,134,767
Liabilities. Value of acquisition indebtedness at end of year2013-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2013-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31PRICEWATERHOUSECOOPERS
Accountancy firm EIN2013-12-31134008324
2012 : HUMANA PUERTO RICO RETIREMENT SAVINGS PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$-543,356
Total unrealized appreciation/depreciation of assets2012-12-31$-543,356
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$10,940
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$40,172
Total income from all sources (including contributions)2012-12-31$5,910,728
Total loss/gain on sale of assets2012-12-31$-100,601
Total of all expenses incurred2012-12-31$1,774,840
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,685,546
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$4,114,610
Value of total assets at end of year2012-12-31$27,021,702
Value of total assets at beginning of year2012-12-31$22,915,046
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$89,294
Total interest from all sources2012-12-31$70,440
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$96,166
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$96,166
Administrative expenses professional fees incurred2012-12-31$45,951
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$20,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,928,467
Participant contributions at end of year2012-12-31$1,995,292
Participant contributions at beginning of year2012-12-31$1,689,365
Participant contributions at end of year2012-12-31$814
Participant contributions at beginning of year2012-12-31$4,127
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$11,301
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$129,561
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$7,118
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$7
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$6,225
Other income not declared elsewhere2012-12-31$-12,609
Administrative expenses (other) incurred2012-12-31$41,670
Liabilities. Value of operating payables at end of year2012-12-31$10,933
Liabilities. Value of operating payables at beginning of year2012-12-31$33,947
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$4,135,888
Value of net assets at end of year (total assets less liabilities)2012-12-31$27,010,762
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$22,874,874
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
Investment advisory and management fees2012-12-31$1,673
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$4,038,893
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$3,439,475
Interest on participant loans2012-12-31$70,440
Value of interest in common/collective trusts at end of year2012-12-31$18,432,256
Value of interest in common/collective trusts at beginning of year2012-12-31$14,291,983
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$289,527
Net investment gain or loss from common/collective trusts2012-12-31$1,996,551
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Assets. Invements in employer securities at end of year2012-12-31$2,507,670
Assets. Invements in employer securities at beginning of year2012-12-31$3,420,805
Contributions received in cash from employer2012-12-31$2,056,582
Employer contributions (assets) at end of year2012-12-31$46,777
Employer contributions (assets) at beginning of year2012-12-31$50,872
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,685,546
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$1,062,786
Aggregate carrying amount (costs) on sale of assets2012-12-31$1,163,387
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31PRICEWATERHOUSECOOPERS
Accountancy firm EIN2012-12-31134008324
2011 : HUMANA PUERTO RICO RETIREMENT SAVINGS PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$994,926
Total unrealized appreciation/depreciation of assets2011-12-31$994,926
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$40,172
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$33,643
Total income from all sources (including contributions)2011-12-31$4,770,420
Total loss/gain on sale of assets2011-12-31$370,324
Total of all expenses incurred2011-12-31$1,764,281
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,637,951
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$3,575,779
Value of total assets at end of year2011-12-31$22,915,046
Value of total assets at beginning of year2011-12-31$19,902,378
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$126,330
Total interest from all sources2011-12-31$55,180
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$17,348
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$17,326
Administrative expenses professional fees incurred2011-12-31$40,385
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$20,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$1,632,262
Participant contributions at end of year2011-12-31$1,689,365
Participant contributions at beginning of year2011-12-31$1,117,220
Participant contributions at end of year2011-12-31$4,127
Participant contributions at beginning of year2011-12-31$39,268
Assets. Other investments not covered elsewhere at end of year2011-12-31$11,301
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$33,053
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$195,117
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$7,118
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$11,951
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$6,225
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$274
Other income not declared elsewhere2011-12-31$-13,445
Administrative expenses (other) incurred2011-12-31$84,821
Liabilities. Value of operating payables at end of year2011-12-31$33,947
Liabilities. Value of operating payables at beginning of year2011-12-31$33,369
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$3,006,139
Value of net assets at end of year (total assets less liabilities)2011-12-31$22,874,874
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$19,868,735
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
Investment advisory and management fees2011-12-31$1,124
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$3,439,475
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$3,102,505
Interest on participant loans2011-12-31$55,180
Value of interest in common/collective trusts at end of year2011-12-31$14,291,983
Value of interest in common/collective trusts at beginning of year2011-12-31$12,273,431
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$39,658
Net investment gain or loss from common/collective trusts2011-12-31$-269,350
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Assets. Invements in employer securities at end of year2011-12-31$3,420,805
Assets. Invements in employer securities at beginning of year2011-12-31$2,390,006
Contributions received in cash from employer2011-12-31$1,748,400
Employer contributions (assets) at end of year2011-12-31$50,872
Employer contributions (assets) at beginning of year2011-12-31$934,944
Income. Dividends from common stock2011-12-31$22
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,637,951
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$1,414,399
Aggregate carrying amount (costs) on sale of assets2011-12-31$1,044,075
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31PRICEWATERHOUSECOOPERS
Accountancy firm EIN2011-12-31134008324
2010 : HUMANA PUERTO RICO RETIREMENT SAVINGS PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$411,653
Total unrealized appreciation/depreciation of assets2010-12-31$411,653
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$33,643
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$24,419
Total income from all sources (including contributions)2010-12-31$5,039,721
Total loss/gain on sale of assets2010-12-31$64,400
Total of all expenses incurred2010-12-31$1,240,026
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,128,443
Value of total corrective distributions2010-12-31$59
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$2,881,786
Value of total assets at end of year2010-12-31$19,902,378
Value of total assets at beginning of year2010-12-31$16,093,459
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$111,524
Total interest from all sources2010-12-31$47,063
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$102,112
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$102,112
Administrative expenses professional fees incurred2010-12-31$25,039
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$20,000,000
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
Contributions received from participants2010-12-31$1,262,878
Participant contributions at end of year2010-12-31$1,117,220
Participant contributions at beginning of year2010-12-31$827,255
Participant contributions at end of year2010-12-31$39,268
Participant contributions at beginning of year2010-12-31$1,007
Assets. Other investments not covered elsewhere at end of year2010-12-31$33,053
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$30,738
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$46,935
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$11,951
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$5,779
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$274
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$2,152
Other income not declared elsewhere2010-12-31$2,553
Administrative expenses (other) incurred2010-12-31$85,730
Liabilities. Value of operating payables at end of year2010-12-31$33,369
Liabilities. Value of operating payables at beginning of year2010-12-31$22,267
Total non interest bearing cash at beginning of year2010-12-31$1,197
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$3,799,695
Value of net assets at end of year (total assets less liabilities)2010-12-31$19,868,735
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$16,069,040
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
Investment advisory and management fees2010-12-31$755
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$3,102,505
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$2,541,291
Interest on participant loans2010-12-31$47,063
Value of interest in common/collective trusts at end of year2010-12-31$12,273,431
Value of interest in common/collective trusts at beginning of year2010-12-31$9,716,125
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$247,607
Net investment gain or loss from common/collective trusts2010-12-31$1,282,547
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Assets. Invements in employer securities at end of year2010-12-31$2,390,006
Assets. Invements in employer securities at beginning of year2010-12-31$2,064,383
Contributions received in cash from employer2010-12-31$1,571,973
Employer contributions (assets) at end of year2010-12-31$934,944
Employer contributions (assets) at beginning of year2010-12-31$905,684
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,128,443
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
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$593,868
Aggregate carrying amount (costs) on sale of assets2010-12-31$529,468
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31PRICEWATERHOUSECOOPERS
Accountancy firm EIN2010-12-31134008324
2009 : HUMANA PUERTO RICO RETIREMENT SAVINGS 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 HUMANA PUERTO RICO RETIREMENT SAVINGS PLAN

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

PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 )
Policy contract numberG-26956.01.0001
Policy instance 1
Insurance contract or identification numberG-26956.01.0001
Number of Individuals Covered0
Insurance policy start date2013-01-01
Insurance policy end date2013-07-01
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?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
PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 )
Policy contract numberG-26956.01.0001
Policy instance 1
Insurance contract or identification numberG-26956.01.0001
Number of Individuals Covered477
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 )
Policy contract numberG-26956.01.0001
Policy instance 1
Insurance contract or identification numberG-26956.01.0001
Number of Individuals Covered499
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 )
Policy contract numberG-26956.01.0001
Policy instance 1
Insurance contract or identification numberG-26956.01.0001
Number of Individuals Covered517
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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

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