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TWENTIETH CENTURY FOX PR, INC 1081. 01(D) RETIREMENT PLAN 401k Plan overview

Plan NameTWENTIETH CENTURY FOX PR, INC 1081. 01(D) RETIREMENT PLAN
Plan identification number 012

TWENTIETH CENTURY FOX PR, INC 1081. 01(D) RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • 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.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

TWENTIETH CENTURY FOX PUERTO RICO, INC. has sponsored the creation of one or more 401k plans.

Company Name:TWENTIETH CENTURY FOX PUERTO RICO, INC.
Employer identification number (EIN):660178940
NAIC Classification:512100
NAIC Description: Motion Picture and Video Industries

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TWENTIETH CENTURY FOX PR, INC 1081. 01(D) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0122022-01-01
0122021-01-01
0122020-01-01
0122019-01-01
0122018-01-01ROBERTO ARZOLA ROBERTO ARZOLA2019-05-29
0122017-01-01ROBERTO ARZOLA ROBERTO ARZOLA2018-09-18
0122016-01-01ROBERTO ARZOLA ROBERTO ARZOLA2017-07-19
0122015-01-01ROBERTO ARZOLA ROBERTO ARZOLA2016-09-27
0122014-01-01ROBERTO ARZOLA2015-09-17
0122013-01-01GUSTAVO RODRIGUEZ2014-07-23
0122012-01-01GUSTAVO RODRIGUEZ2013-05-21
0122011-01-01GUSTAVO RODRIGUEZ
0122009-01-01GUSTAVO RODRIGUEZ

Plan Statistics for TWENTIETH CENTURY FOX PR, INC 1081. 01(D) RETIREMENT PLAN

401k plan membership statisitcs for TWENTIETH CENTURY FOX PR, INC 1081. 01(D) RETIREMENT PLAN

Measure Date Value
2022: TWENTIETH CENTURY FOX PR, INC 1081. 01(D) RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-015
Total number of active participants reported on line 7a of the Form 55002022-01-011
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-014
Total of all active and inactive participants2022-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-015
Number of participants with account balances2022-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: TWENTIETH CENTURY FOX PR, INC 1081. 01(D) RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-018
Total number of active participants reported on line 7a of the Form 55002021-01-012
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-013
Total of all active and inactive participants2021-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-015
Number of participants with account balances2021-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: TWENTIETH CENTURY FOX PR, INC 1081. 01(D) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-015
Total number of active participants reported on line 7a of the Form 55002020-01-015
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-013
Total of all active and inactive participants2020-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-018
Number of participants with account balances2020-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: TWENTIETH CENTURY FOX PR, INC 1081. 01(D) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-015
Total number of active participants reported on line 7a of the Form 55002019-01-014
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-011
Total of all active and inactive participants2019-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-015
Number of participants with account balances2019-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: TWENTIETH CENTURY FOX PR, INC 1081. 01(D) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-015
Total number of active participants reported on line 7a of the Form 55002018-01-014
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-011
Total of all active and inactive participants2018-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-015
Number of participants with account balances2018-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: TWENTIETH CENTURY FOX PR, INC 1081. 01(D) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-015
Total number of active participants reported on line 7a of the Form 55002017-01-015
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-015
Number of participants with account balances2017-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: TWENTIETH CENTURY FOX PR, INC 1081. 01(D) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-015
Total number of active participants reported on line 7a of the Form 55002016-01-015
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-015
Number of participants with account balances2016-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: TWENTIETH CENTURY FOX PR, INC 1081. 01(D) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-014
Total number of active participants reported on line 7a of the Form 55002015-01-015
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-015
Number of participants with account balances2015-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2011: TWENTIETH CENTURY FOX PR, INC 1081. 01(D) RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-015
Total number of active participants reported on line 7a of the Form 55002011-01-014
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-014
Number of participants with account balances2011-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: TWENTIETH CENTURY FOX PR, INC 1081. 01(D) RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-015
Total number of active participants reported on line 7a of the Form 55002009-01-015
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-015
Total participants2009-01-015
Number of participants with account balances2009-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on TWENTIETH CENTURY FOX PR, INC 1081. 01(D) RETIREMENT PLAN

Measure Date Value
2022 : TWENTIETH CENTURY FOX PR, INC 1081. 01(D) RETIREMENT PLAN 2022 401k financial data
Total income from all sources2022-12-31$12,050
Expenses. Total of all expenses incurred2022-12-31$25,542
Benefits paid (including direct rollovers)2022-12-31$23,046
Total plan assets at end of year2022-12-31$292,870
Total plan assets at beginning of year2022-12-31$306,362
Total contributions received or receivable from participants2022-12-31$29,102
Expenses. Other expenses not covered elsewhere2022-12-31$1,670
Other income received2022-12-31$-28,448
Net income (gross income less expenses)2022-12-31$-13,492
Net plan assets at end of year (total assets less liabilities)2022-12-31$292,870
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$306,362
Assets. Value of participant loans2022-12-31$19,648
Total contributions received or receivable from employer(s)2022-12-31$11,396
Value of certain deemed distributions of participant loans2022-12-31$826
2021 : TWENTIETH CENTURY FOX PR, INC 1081. 01(D) RETIREMENT PLAN 2021 401k financial data
Total income from all sources2021-12-31$77,778
Expenses. Total of all expenses incurred2021-12-31$1,603
Total plan assets at end of year2021-12-31$306,362
Total plan assets at beginning of year2021-12-31$230,187
Total contributions received or receivable from participants2021-12-31$39,420
Expenses. Other expenses not covered elsewhere2021-12-31$1,238
Other income received2021-12-31$21,218
Net income (gross income less expenses)2021-12-31$76,175
Net plan assets at end of year (total assets less liabilities)2021-12-31$306,362
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$230,187
Total contributions received or receivable from employer(s)2021-12-31$17,140
Value of certain deemed distributions of participant loans2021-12-31$365
2020 : TWENTIETH CENTURY FOX PR, INC 1081. 01(D) RETIREMENT PLAN 2020 401k financial data
Total income from all sources2020-12-31$53,119
Expenses. Total of all expenses incurred2020-12-31$215,049
Benefits paid (including direct rollovers)2020-12-31$195,000
Total plan assets at end of year2020-12-31$230,187
Total plan assets at beginning of year2020-12-31$392,117
Total contributions received or receivable from participants2020-12-31$31,517
Expenses. Other expenses not covered elsewhere2020-12-31$1,589
Other income received2020-12-31$6,904
Net income (gross income less expenses)2020-12-31$-161,930
Net plan assets at end of year (total assets less liabilities)2020-12-31$230,187
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$392,117
Assets. Value of participant loans2020-12-31$18,460
Total contributions received or receivable from employer(s)2020-12-31$14,698
Value of certain deemed distributions of participant loans2020-12-31$18,460
2019 : TWENTIETH CENTURY FOX PR, INC 1081. 01(D) RETIREMENT PLAN 2019 401k financial data
Total income from all sources2019-12-31$82,544
Expenses. Total of all expenses incurred2019-12-31$1,559
Total plan assets at end of year2019-12-31$392,117
Total plan assets at beginning of year2019-12-31$311,132
Total contributions received or receivable from participants2019-12-31$30,326
Expenses. Other expenses not covered elsewhere2019-12-31$1,559
Other income received2019-12-31$37,055
Net income (gross income less expenses)2019-12-31$80,985
Net plan assets at end of year (total assets less liabilities)2019-12-31$392,117
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$311,132
Assets. Value of participant loans2019-12-31$22,191
Total contributions received or receivable from employer(s)2019-12-31$15,163
2018 : TWENTIETH CENTURY FOX PR, INC 1081. 01(D) RETIREMENT PLAN 2018 401k financial data
Total income from all sources2018-12-31$36,584
Expenses. Total of all expenses incurred2018-12-31$178,724
Benefits paid (including direct rollovers)2018-12-31$177,774
Total plan assets at end of year2018-12-31$311,132
Total plan assets at beginning of year2018-12-31$453,272
Total contributions received or receivable from participants2018-12-31$29,255
Expenses. Other expenses not covered elsewhere2018-12-31$950
Other income received2018-12-31$-7,299
Net income (gross income less expenses)2018-12-31$-142,140
Net plan assets at end of year (total assets less liabilities)2018-12-31$311,132
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$453,272
Assets. Value of participant loans2018-12-31$32,816
Total contributions received or receivable from employer(s)2018-12-31$14,628
2017 : TWENTIETH CENTURY FOX PR, INC 1081. 01(D) RETIREMENT PLAN 2017 401k financial data
Total income from all sources2017-12-31$76,749
Expenses. Total of all expenses incurred2017-12-31$4,597
Total plan assets at end of year2017-12-31$453,272
Total plan assets at beginning of year2017-12-31$381,120
Total contributions received or receivable from participants2017-12-31$26,475
Expenses. Other expenses not covered elsewhere2017-12-31$4,597
Other income received2017-12-31$37,036
Net income (gross income less expenses)2017-12-31$72,152
Net plan assets at end of year (total assets less liabilities)2017-12-31$453,272
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$381,120
Assets. Value of participant loans2017-12-31$42,942
Total contributions received or receivable from employer(s)2017-12-31$13,238
2016 : TWENTIETH CENTURY FOX PR, INC 1081. 01(D) RETIREMENT PLAN 2016 401k financial data
Total income from all sources2016-12-31$61,442
Expenses. Total of all expenses incurred2016-12-31$4,897
Total plan assets at end of year2016-12-31$381,120
Total plan assets at beginning of year2016-12-31$324,575
Total contributions received or receivable from participants2016-12-31$23,624
Expenses. Other expenses not covered elsewhere2016-12-31$4,897
Other income received2016-12-31$26,006
Net income (gross income less expenses)2016-12-31$56,545
Net plan assets at end of year (total assets less liabilities)2016-12-31$381,120
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$324,575
Assets. Value of participant loans2016-12-31$22,140
Total contributions received or receivable from employer(s)2016-12-31$11,812
2015 : TWENTIETH CENTURY FOX PR, INC 1081. 01(D) RETIREMENT PLAN 2015 401k financial data
Total income from all sources2015-12-31$10,846
Expenses. Total of all expenses incurred2015-12-31$2,342
Total plan assets at end of year2015-12-31$324,575
Total plan assets at beginning of year2015-12-31$316,071
Total contributions received or receivable from participants2015-12-31$21,340
Expenses. Other expenses not covered elsewhere2015-12-31$2,342
Other income received2015-12-31$-21,164
Net income (gross income less expenses)2015-12-31$8,504
Net plan assets at end of year (total assets less liabilities)2015-12-31$324,575
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$316,071
Total contributions received or receivable from employer(s)2015-12-31$10,670
2011 : TWENTIETH CENTURY FOX PR, INC 1081. 01(D) RETIREMENT PLAN 2011 401k financial data
Total income from all sources2011-12-31$14,716
Expenses. Total of all expenses incurred2011-12-31$0
Total plan assets at end of year2011-12-31$201,676
Total plan assets at beginning of year2011-12-31$186,960
Total contributions received or receivable from participants2011-12-31$11,494
Other income received2011-12-31$-2,175
Net income (gross income less expenses)2011-12-31$14,716
Net plan assets at end of year (total assets less liabilities)2011-12-31$201,676
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$186,960
Total contributions received or receivable from employer(s)2011-12-31$5,397
2010 : TWENTIETH CENTURY FOX PR, INC 1081. 01(D) RETIREMENT PLAN 2010 401k financial data
Total income from all sources2010-12-31$19,319
Expenses. Total of all expenses incurred2010-12-31$0
Total plan assets at end of year2010-12-31$186,960
Total plan assets at beginning of year2010-12-31$167,641
Total contributions received or receivable from participants2010-12-31$10,917
Other income received2010-12-31$3,171
Net income (gross income less expenses)2010-12-31$19,319
Net plan assets at end of year (total assets less liabilities)2010-12-31$186,960
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$167,641
Total contributions received or receivable from employer(s)2010-12-31$5,231

Form 5500 Responses for TWENTIETH CENTURY FOX PR, INC 1081. 01(D) RETIREMENT PLAN

2022: TWENTIETH CENTURY FOX PR, INC 1081. 01(D) RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: TWENTIETH CENTURY FOX PR, INC 1081. 01(D) RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: TWENTIETH CENTURY FOX PR, INC 1081. 01(D) RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: TWENTIETH CENTURY FOX PR, INC 1081. 01(D) RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: TWENTIETH CENTURY FOX PR, INC 1081. 01(D) RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: TWENTIETH CENTURY FOX PR, INC 1081. 01(D) RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: TWENTIETH CENTURY FOX PR, INC 1081. 01(D) RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: TWENTIETH CENTURY FOX PR, INC 1081. 01(D) RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2011: TWENTIETH CENTURY FOX PR, INC 1081. 01(D) RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: TWENTIETH CENTURY FOX PR, INC 1081. 01(D) RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number371963-P1
Policy instance 1
Insurance contract or identification number371963-P1
Number of Individuals Covered3
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number371963-P1
Policy instance 1
Insurance contract or identification number371963-P1
Number of Individuals Covered3
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number371963-P1
Policy instance 1
Insurance contract or identification number371963-P1
Number of Individuals Covered3
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number371963-P1
Policy instance 1
Insurance contract or identification number371963-P1
Number of Individuals Covered3
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number371963-P1
Policy instance 1
Insurance contract or identification number371963-P1
Number of Individuals Covered3
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number371963-P1
Policy instance 1
Insurance contract or identification number371963-P1
Number of Individuals Covered2
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number371963-P1
Policy instance 1
Insurance contract or identification number371963-P1
Number of Individuals Covered0
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No

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