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IDAHO NATIONAL LABORATORY EMPLOYEE INVESTMENT PLAN 401k Plan overview

Plan NameIDAHO NATIONAL LABORATORY EMPLOYEE INVESTMENT PLAN
Plan identification number 001

IDAHO NATIONAL LABORATORY EMPLOYEE INVESTMENT 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 sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

BATTELLE ENERGY ALLIANCE, LLC has sponsored the creation of one or more 401k plans.

Company Name:BATTELLE ENERGY ALLIANCE, LLC
Employer identification number (EIN):680588324
NAIC Classification:541990
NAIC Description:All Other Professional, Scientific, and Technical Services

Additional information about BATTELLE ENERGY ALLIANCE, LLC

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number: 3823062

More information about BATTELLE ENERGY ALLIANCE, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan IDAHO NATIONAL LABORATORY EMPLOYEE INVESTMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-10-01
0012020-10-01
0012019-10-01
0012018-10-01
0012017-10-01
0012016-10-01DAVID SEARLE
0012015-10-01DAVID SEARLE
0012014-10-01DAVID SEARLE
0012014-10-01DAVID SEARLE
0012013-10-01DAVID SEARLE
0012012-10-01DAVID N. SEARLE
0012011-10-01WALTER CULVER
0012009-10-01WALTER H. CULVER WALTER H. CULVER2011-07-15

Plan Statistics for IDAHO NATIONAL LABORATORY EMPLOYEE INVESTMENT PLAN

401k plan membership statisitcs for IDAHO NATIONAL LABORATORY EMPLOYEE INVESTMENT PLAN

Measure Date Value
2021: IDAHO NATIONAL LABORATORY EMPLOYEE INVESTMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-10-017,889
Total number of active participants reported on line 7a of the Form 55002021-10-015,961
Number of retired or separated participants receiving benefits2021-10-01551
Number of other retired or separated participants entitled to future benefits2021-10-011,705
Total of all active and inactive participants2021-10-018,217
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-10-0163
Total participants2021-10-018,280
Number of participants with account balances2021-10-018,190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-10-0193
2020: IDAHO NATIONAL LABORATORY EMPLOYEE INVESTMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-10-017,595
Total number of active participants reported on line 7a of the Form 55002020-10-015,722
Number of retired or separated participants receiving benefits2020-10-01542
Number of other retired or separated participants entitled to future benefits2020-10-011,562
Total of all active and inactive participants2020-10-017,826
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-10-0163
Total participants2020-10-017,889
Number of participants with account balances2020-10-017,789
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-10-0173
2019: IDAHO NATIONAL LABORATORY EMPLOYEE INVESTMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-10-017,296
Total number of active participants reported on line 7a of the Form 55002019-10-015,535
Number of retired or separated participants receiving benefits2019-10-01528
Number of other retired or separated participants entitled to future benefits2019-10-011,489
Total of all active and inactive participants2019-10-017,552
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-10-0143
Total participants2019-10-017,595
Number of participants with account balances2019-10-017,508
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-10-0167
2018: IDAHO NATIONAL LABORATORY EMPLOYEE INVESTMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-10-016,973
Total number of active participants reported on line 7a of the Form 55002018-10-015,252
Number of retired or separated participants receiving benefits2018-10-01553
Number of other retired or separated participants entitled to future benefits2018-10-011,455
Total of all active and inactive participants2018-10-017,260
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-10-0136
Total participants2018-10-017,296
Number of participants with account balances2018-10-017,230
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-10-0148
2017: IDAHO NATIONAL LABORATORY EMPLOYEE INVESTMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-10-017,655
Total number of active participants reported on line 7a of the Form 55002017-10-014,955
Number of retired or separated participants receiving benefits2017-10-01522
Number of other retired or separated participants entitled to future benefits2017-10-011,471
Total of all active and inactive participants2017-10-016,948
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-10-0125
Total participants2017-10-016,973
Number of participants with account balances2017-10-016,904
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-10-0158
2016: IDAHO NATIONAL LABORATORY EMPLOYEE INVESTMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-10-016,781
Total number of active participants reported on line 7a of the Form 55002016-10-014,929
Number of retired or separated participants receiving benefits2016-10-01490
Number of other retired or separated participants entitled to future benefits2016-10-012,104
Total of all active and inactive participants2016-10-017,523
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-10-01132
Total participants2016-10-017,655
Number of participants with account balances2016-10-017,515
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-10-0152
2015: IDAHO NATIONAL LABORATORY EMPLOYEE INVESTMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-10-016,583
Total number of active participants reported on line 7a of the Form 55002015-10-014,926
Number of retired or separated participants receiving benefits2015-10-01410
Number of other retired or separated participants entitled to future benefits2015-10-011,417
Total of all active and inactive participants2015-10-016,753
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-10-0128
Total participants2015-10-016,781
Number of participants with account balances2015-10-016,742
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-10-0149
2014: IDAHO NATIONAL LABORATORY EMPLOYEE INVESTMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-10-016,358
Total number of active participants reported on line 7a of the Form 55002014-10-014,716
Number of retired or separated participants receiving benefits2014-10-01381
Number of other retired or separated participants entitled to future benefits2014-10-011,462
Total of all active and inactive participants2014-10-016,559
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-10-0124
Total participants2014-10-016,583
Number of participants with account balances2014-10-016,547
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-10-0135
2013: IDAHO NATIONAL LABORATORY EMPLOYEE INVESTMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-10-016,410
Total number of active participants reported on line 7a of the Form 55002013-10-014,474
Number of retired or separated participants receiving benefits2013-10-01379
Number of other retired or separated participants entitled to future benefits2013-10-011,490
Total of all active and inactive participants2013-10-016,343
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-10-0115
Total participants2013-10-016,358
Number of participants with account balances2013-10-016,324
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-10-0117
2012: IDAHO NATIONAL LABORATORY EMPLOYEE INVESTMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-10-016,812
Total number of active participants reported on line 7a of the Form 55002012-10-014,435
Number of retired or separated participants receiving benefits2012-10-01359
Number of other retired or separated participants entitled to future benefits2012-10-011,600
Total of all active and inactive participants2012-10-016,394
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-10-0116
Total participants2012-10-016,410
Number of participants with account balances2012-10-016,375
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-10-0132
2011: IDAHO NATIONAL LABORATORY EMPLOYEE INVESTMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-10-017,182
Total number of active participants reported on line 7a of the Form 55002011-10-014,947
Number of retired or separated participants receiving benefits2011-10-01328
Number of other retired or separated participants entitled to future benefits2011-10-011,519
Total of all active and inactive participants2011-10-016,794
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-10-0118
Total participants2011-10-016,812
Number of participants with account balances2011-10-016,720
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-10-01161
2009: IDAHO NATIONAL LABORATORY EMPLOYEE INVESTMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-10-017,414
Total number of active participants reported on line 7a of the Form 55002009-10-015,716
Number of retired or separated participants receiving benefits2009-10-01284
Number of other retired or separated participants entitled to future benefits2009-10-011,260
Total of all active and inactive participants2009-10-017,260
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-10-0124
Total participants2009-10-017,284
Number of participants with account balances2009-10-017,220
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-10-0174

Financial Data on IDAHO NATIONAL LABORATORY EMPLOYEE INVESTMENT PLAN

Measure Date Value
2022 : IDAHO NATIONAL LABORATORY EMPLOYEE INVESTMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-09-30$0
Total income from all sources (including contributions)2022-09-30$-201,392,851
Total loss/gain on sale of assets2022-09-30$0
Total of all expenses incurred2022-09-30$144,634,624
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-09-30$142,815,246
Value of total corrective distributions2022-09-30$21,802
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-09-30$128,043,008
Value of total assets at end of year2022-09-30$1,708,378,591
Value of total assets at beginning of year2022-09-30$2,054,406,066
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-09-30$1,797,576
Total interest from all sources2022-09-30$6,041,923
Total dividends received (eg from common stock, registered investment company shares)2022-09-30$78,205,762
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2022-09-30$78,205,762
Was this plan covered by a fidelity bond2022-09-30Yes
Value of fidelity bond cover2022-09-30$500,000
If this is an individual account plan, was there a blackout period2022-09-30No
Were there any nonexempt tranactions with any party-in-interest2022-09-30No
Contributions received from participants2022-09-30$68,743,332
Participant contributions at end of year2022-09-30$15,353,053
Participant contributions at beginning of year2022-09-30$15,308,572
Assets. Other investments not covered elsewhere at end of year2022-09-30$10,082,425
Assets. Other investments not covered elsewhere at beginning of year2022-09-30$8,235,793
Income. Received or receivable in cash from other sources (including rollovers)2022-09-30$10,115,645
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-09-30$14,354
Other income not declared elsewhere2022-09-30$-2,064,743
Administrative expenses (other) incurred2022-09-30$1,797,576
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-09-30No
Value of net income/loss2022-09-30$-346,027,475
Value of net assets at end of year (total assets less liabilities)2022-09-30$1,708,378,591
Value of net assets at beginning of year (total assets less liabilities)2022-09-30$2,054,406,066
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-09-30No
Were any leases to which the plan was party in default or uncollectible2022-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-09-30$1,033,335,432
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-09-30$1,452,030,667
Interest on participant loans2022-09-30$695,801
Interest earned on other investments2022-09-30$5,346,122
Value of interest in common/collective trusts at end of year2022-09-30$632,123,406
Value of interest in common/collective trusts at beginning of year2022-09-30$567,382,403
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-09-30$17,484,275
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-09-30$11,448,631
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-09-30$-297,097,211
Net investment gain or loss from common/collective trusts2022-09-30$-114,521,590
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-09-30No
Was there a failure to transmit to the plan any participant contributions2022-09-30No
Has the plan failed to provide any benefit when due under the plan2022-09-30No
Contributions received in cash from employer2022-09-30$49,184,031
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-09-30$142,800,892
Did the plan have assets held for investment2022-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-09-30No
Opinion of an independent qualified public accountant for this plan2022-09-30Unqualified
Accountancy firm name2022-09-30WIPFLI, LLP
Accountancy firm EIN2022-09-30390758449
2021 : IDAHO NATIONAL LABORATORY EMPLOYEE INVESTMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-09-30$0
Total income from all sources (including contributions)2021-09-30$446,042,797
Total loss/gain on sale of assets2021-09-30$0
Total of all expenses incurred2021-09-30$139,100,048
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-09-30$137,547,095
Value of total corrective distributions2021-09-30$14,074
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-09-30$116,069,745
Value of total assets at end of year2021-09-30$2,054,406,066
Value of total assets at beginning of year2021-09-30$1,747,463,317
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-09-30$1,538,879
Total interest from all sources2021-09-30$6,961,294
Total dividends received (eg from common stock, registered investment company shares)2021-09-30$46,382,834
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2021-09-30$46,382,834
Was this plan covered by a fidelity bond2021-09-30Yes
Value of fidelity bond cover2021-09-30$500,000
If this is an individual account plan, was there a blackout period2021-09-30No
Were there any nonexempt tranactions with any party-in-interest2021-09-30No
Contributions received from participants2021-09-30$62,933,546
Participant contributions at end of year2021-09-30$15,308,572
Participant contributions at beginning of year2021-09-30$15,941,799
Assets. Other investments not covered elsewhere at end of year2021-09-30$8,235,793
Assets. Other investments not covered elsewhere at beginning of year2021-09-30$3,808,051
Income. Received or receivable in cash from other sources (including rollovers)2021-09-30$9,436,478
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-09-30$1,193
Other income not declared elsewhere2021-09-30$897,612
Administrative expenses (other) incurred2021-09-30$1,538,879
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-09-30No
Value of net income/loss2021-09-30$306,942,749
Value of net assets at end of year (total assets less liabilities)2021-09-30$2,054,406,066
Value of net assets at beginning of year (total assets less liabilities)2021-09-30$1,747,463,317
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-09-30No
Were any leases to which the plan was party in default or uncollectible2021-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-09-30$1,452,030,667
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-09-30$1,279,859,129
Interest on participant loans2021-09-30$796,460
Interest earned on other investments2021-09-30$6,164,834
Value of interest in common/collective trusts at end of year2021-09-30$567,382,403
Value of interest in common/collective trusts at beginning of year2021-09-30$438,755,715
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-09-30$11,448,631
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-09-30$9,098,623
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-09-30$194,006,647
Net investment gain or loss from common/collective trusts2021-09-30$81,724,665
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-09-30No
Was there a failure to transmit to the plan any participant contributions2021-09-30No
Has the plan failed to provide any benefit when due under the plan2021-09-30No
Contributions received in cash from employer2021-09-30$43,699,721
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-09-30$137,545,902
Did the plan have assets held for investment2021-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-09-30No
Opinion of an independent qualified public accountant for this plan2021-09-30Disclaimer
Accountancy firm name2021-09-30WIPFLI, LLP
Accountancy firm EIN2021-09-30390758449
2020 : IDAHO NATIONAL LABORATORY EMPLOYEE INVESTMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-09-30$0
Total income from all sources (including contributions)2020-09-30$288,621,595
Total loss/gain on sale of assets2020-09-30$0
Total of all expenses incurred2020-09-30$115,699,764
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-09-30$114,026,296
Value of total corrective distributions2020-09-30$8,833
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-09-30$104,170,076
Value of total assets at end of year2020-09-30$1,747,463,317
Value of total assets at beginning of year2020-09-30$1,574,541,486
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-09-30$1,664,635
Total interest from all sources2020-09-30$8,354,329
Total dividends received (eg from common stock, registered investment company shares)2020-09-30$37,390,780
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2020-09-30$37,390,780
Was this plan covered by a fidelity bond2020-09-30Yes
Value of fidelity bond cover2020-09-30$500,000
If this is an individual account plan, was there a blackout period2020-09-30No
Were there any nonexempt tranactions with any party-in-interest2020-09-30No
Contributions received from participants2020-09-30$57,227,660
Participant contributions at end of year2020-09-30$15,941,799
Participant contributions at beginning of year2020-09-30$16,046,858
Assets. Other investments not covered elsewhere at end of year2020-09-30$3,808,051
Assets. Other investments not covered elsewhere at beginning of year2020-09-30$0
Income. Received or receivable in cash from other sources (including rollovers)2020-09-30$7,377,561
Other income not declared elsewhere2020-09-30$745,785
Administrative expenses (other) incurred2020-09-30$1,664,635
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-09-30No
Value of net income/loss2020-09-30$172,921,831
Value of net assets at end of year (total assets less liabilities)2020-09-30$1,747,463,317
Value of net assets at beginning of year (total assets less liabilities)2020-09-30$1,574,541,486
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-09-30No
Were any leases to which the plan was party in default or uncollectible2020-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-09-30$1,279,859,129
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-09-30$1,161,334,223
Interest on participant loans2020-09-30$871,807
Interest earned on other investments2020-09-30$7,482,522
Value of interest in common/collective trusts at end of year2020-09-30$438,755,715
Value of interest in common/collective trusts at beginning of year2020-09-30$389,028,825
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-09-30$9,098,623
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-09-30$8,131,580
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-09-30$102,003,043
Net investment gain or loss from common/collective trusts2020-09-30$35,957,582
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-09-30No
Was there a failure to transmit to the plan any participant contributions2020-09-30No
Has the plan failed to provide any benefit when due under the plan2020-09-30No
Contributions received in cash from employer2020-09-30$39,564,855
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-09-30$114,026,296
Did the plan have assets held for investment2020-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-09-30No
Opinion of an independent qualified public accountant for this plan2020-09-30Unqualified
Accountancy firm name2020-09-30WIPFLI, LLP
Accountancy firm EIN2020-09-30390758449
2019 : IDAHO NATIONAL LABORATORY EMPLOYEE INVESTMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-09-30$0
Total income from all sources (including contributions)2019-09-30$125,985,338
Total loss/gain on sale of assets2019-09-30$0
Total of all expenses incurred2019-09-30$113,884,300
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-09-30$112,775,829
Value of total corrective distributions2019-09-30$426
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-09-30$90,373,819
Value of total assets at end of year2019-09-30$1,574,541,486
Value of total assets at beginning of year2019-09-30$1,562,440,448
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-09-30$1,108,045
Total interest from all sources2019-09-30$8,669,068
Total dividends received (eg from common stock, registered investment company shares)2019-09-30$50,180,628
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2019-09-30$50,180,628
Was this plan covered by a fidelity bond2019-09-30Yes
Value of fidelity bond cover2019-09-30$500,000
If this is an individual account plan, was there a blackout period2019-09-30No
Were there any nonexempt tranactions with any party-in-interest2019-09-30No
Contributions received from participants2019-09-30$51,678,689
Participant contributions at end of year2019-09-30$16,046,858
Participant contributions at beginning of year2019-09-30$15,690,628
Income. Received or receivable in cash from other sources (including rollovers)2019-09-30$3,374,049
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-09-30$0
Other income not declared elsewhere2019-09-30$31,852
Administrative expenses (other) incurred2019-09-30$1,108,045
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-09-30No
Value of net income/loss2019-09-30$12,101,038
Value of net assets at end of year (total assets less liabilities)2019-09-30$1,574,541,486
Value of net assets at beginning of year (total assets less liabilities)2019-09-30$1,562,440,448
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-09-30No
Were any leases to which the plan was party in default or uncollectible2019-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-09-30$1,161,334,223
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-09-30$1,158,096,531
Interest on participant loans2019-09-30$837,143
Interest earned on other investments2019-09-30$7,831,925
Value of interest in common/collective trusts at end of year2019-09-30$389,028,825
Value of interest in common/collective trusts at beginning of year2019-09-30$376,814,497
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-09-30$8,131,580
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-09-30$11,838,792
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-09-30$-39,399,781
Net investment gain or loss from common/collective trusts2019-09-30$16,129,752
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-09-30No
Was there a failure to transmit to the plan any participant contributions2019-09-30No
Has the plan failed to provide any benefit when due under the plan2019-09-30No
Contributions received in cash from employer2019-09-30$35,321,081
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-09-30$112,775,829
Did the plan have assets held for investment2019-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-09-30Yes
Opinion of an independent qualified public accountant for this plan2019-09-30Disclaimer
Accountancy firm name2019-09-30WIPFLI, LLP
Accountancy firm EIN2019-09-30390758449
2018 : IDAHO NATIONAL LABORATORY EMPLOYEE INVESTMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-09-30$0
Total income from all sources (including contributions)2018-09-30$231,572,991
Total loss/gain on sale of assets2018-09-30$0
Total of all expenses incurred2018-09-30$100,276,262
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-09-30$99,224,506
Value of total corrective distributions2018-09-30$3,833
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-09-30$86,125,934
Value of total assets at end of year2018-09-30$1,562,440,448
Value of total assets at beginning of year2018-09-30$1,431,143,719
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-09-30$1,047,923
Total interest from all sources2018-09-30$7,699,298
Total dividends received (eg from common stock, registered investment company shares)2018-09-30$34,967,805
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2018-09-30$34,967,805
Was this plan covered by a fidelity bond2018-09-30Yes
Value of fidelity bond cover2018-09-30$500,000
If this is an individual account plan, was there a blackout period2018-09-30No
Were there any nonexempt tranactions with any party-in-interest2018-09-30No
Contributions received from participants2018-09-30$48,301,061
Participant contributions at end of year2018-09-30$15,690,628
Participant contributions at beginning of year2018-09-30$15,534,957
Income. Received or receivable in cash from other sources (including rollovers)2018-09-30$5,752,096
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-09-30$87
Other income not declared elsewhere2018-09-30$-336,930
Administrative expenses (other) incurred2018-09-30$1,047,923
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-09-30No
Value of net income/loss2018-09-30$131,296,729
Value of net assets at end of year (total assets less liabilities)2018-09-30$1,562,440,448
Value of net assets at beginning of year (total assets less liabilities)2018-09-30$1,431,143,719
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-09-30No
Were any leases to which the plan was party in default or uncollectible2018-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-09-30$1,158,096,531
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-09-30$1,088,953,783
Interest on participant loans2018-09-30$732,648
Interest earned on other investments2018-09-30$6,966,650
Value of interest in common/collective trusts at end of year2018-09-30$376,814,497
Value of interest in common/collective trusts at beginning of year2018-09-30$316,350,556
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-09-30$11,838,792
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-09-30$10,304,423
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-09-30$82,521,140
Net investment gain or loss from common/collective trusts2018-09-30$20,595,744
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-09-30No
Was there a failure to transmit to the plan any participant contributions2018-09-30No
Has the plan failed to provide any benefit when due under the plan2018-09-30No
Contributions received in cash from employer2018-09-30$32,072,777
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-09-30$99,224,419
Did the plan have assets held for investment2018-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-09-30Yes
Opinion of an independent qualified public accountant for this plan2018-09-30Disclaimer
Accountancy firm name2018-09-30WIPFLI, LLP
Accountancy firm EIN2018-09-30390758449
2017 : IDAHO NATIONAL LABORATORY EMPLOYEE INVESTMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-09-30$0
Total income from all sources (including contributions)2017-09-30$235,996,764
Total loss/gain on sale of assets2017-09-30$0
Total of all expenses incurred2017-09-30$103,904,198
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-09-30$102,919,472
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-09-30$79,132,778
Value of total assets at end of year2017-09-30$1,431,143,719
Value of total assets at beginning of year2017-09-30$1,299,051,153
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-09-30$984,726
Total interest from all sources2017-09-30$863,361
Total dividends received (eg from common stock, registered investment company shares)2017-09-30$38,186,870
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2017-09-30$38,186,870
Was this plan covered by a fidelity bond2017-09-30Yes
Value of fidelity bond cover2017-09-30$500,000
If this is an individual account plan, was there a blackout period2017-09-30No
Were there any nonexempt tranactions with any party-in-interest2017-09-30Yes
Amount of non-exempt transactions with any party-in-interest2017-09-30$7,704
Contributions received from participants2017-09-30$45,185,741
Participant contributions at end of year2017-09-30$15,534,957
Participant contributions at beginning of year2017-09-30$15,228,649
Income. Received or receivable in cash from other sources (including rollovers)2017-09-30$4,043,466
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-09-30$272
Other income not declared elsewhere2017-09-30$481,572
Administrative expenses (other) incurred2017-09-30$984,726
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-09-30No
Value of net income/loss2017-09-30$132,092,566
Value of net assets at end of year (total assets less liabilities)2017-09-30$1,431,143,719
Value of net assets at beginning of year (total assets less liabilities)2017-09-30$1,299,051,153
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-09-30No
Were any leases to which the plan was party in default or uncollectible2017-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-09-30$1,088,953,783
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-09-30$1,200,381,854
Interest on participant loans2017-09-30$658,376
Interest earned on other investments2017-09-30$204,985
Value of interest in common/collective trusts at end of year2017-09-30$316,350,556
Value of interest in common/collective trusts at beginning of year2017-09-30$68,917,310
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-09-30$10,304,423
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-09-30$14,523,340
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-09-30$116,009,627
Net investment gain or loss from common/collective trusts2017-09-30$1,322,556
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-09-30No
Was there a failure to transmit to the plan any participant contributions2017-09-30No
Has the plan failed to provide any benefit when due under the plan2017-09-30No
Contributions received in cash from employer2017-09-30$29,903,571
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-09-30$102,919,200
Did the plan have assets held for investment2017-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-09-30Yes
Opinion of an independent qualified public accountant for this plan2017-09-30Disclaimer
Accountancy firm name2017-09-30RUDD AND CO.
Accountancy firm EIN2017-09-30820467399
2016 : IDAHO NATIONAL LABORATORY EMPLOYEE INVESTMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-09-30$0
Total income from all sources (including contributions)2016-09-30$180,918,660
Total loss/gain on sale of assets2016-09-30$0
Total of all expenses incurred2016-09-30$87,270,928
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-09-30$86,597,247
Value of total corrective distributions2016-09-30$7,016
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-09-30$75,676,262
Value of total assets at end of year2016-09-30$1,299,051,153
Value of total assets at beginning of year2016-09-30$1,205,403,421
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-09-30$666,665
Total interest from all sources2016-09-30$897,885
Total dividends received (eg from common stock, registered investment company shares)2016-09-30$40,179,875
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2016-09-30$40,179,875
Was this plan covered by a fidelity bond2016-09-30Yes
Value of fidelity bond cover2016-09-30$500,000
If this is an individual account plan, was there a blackout period2016-09-30No
Were there any nonexempt tranactions with any party-in-interest2016-09-30Yes
Amount of non-exempt transactions with any party-in-interest2016-09-30$12,310
Contributions received from participants2016-09-30$43,038,847
Participant contributions at end of year2016-09-30$15,228,649
Participant contributions at beginning of year2016-09-30$14,454,651
Assets. Other investments not covered elsewhere at end of year2016-09-30$0
Assets. Other investments not covered elsewhere at beginning of year2016-09-30$9,178
Income. Received or receivable in cash from other sources (including rollovers)2016-09-30$4,790,360
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-09-30$25,545
Other income not declared elsewhere2016-09-30$44,685
Administrative expenses (other) incurred2016-09-30$666,665
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-09-30No
Value of net income/loss2016-09-30$93,647,732
Value of net assets at end of year (total assets less liabilities)2016-09-30$1,299,051,153
Value of net assets at beginning of year (total assets less liabilities)2016-09-30$1,205,403,421
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-09-30No
Were any leases to which the plan was party in default or uncollectible2016-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-09-30$1,200,381,854
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-09-30$1,108,977,942
Interest on participant loans2016-09-30$618,949
Interest earned on other investments2016-09-30$278,936
Value of interest in common/collective trusts at end of year2016-09-30$68,917,310
Value of interest in common/collective trusts at beginning of year2016-09-30$67,775,819
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-09-30$14,523,340
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-09-30$14,185,831
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-09-30$62,796,322
Net investment gain or loss from common/collective trusts2016-09-30$1,323,631
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-09-30No
Was there a failure to transmit to the plan any participant contributions2016-09-30No
Has the plan failed to provide any benefit when due under the plan2016-09-30No
Contributions received in cash from employer2016-09-30$27,847,055
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-09-30$86,571,702
Did the plan have assets held for investment2016-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-09-30Yes
Opinion of an independent qualified public accountant for this plan2016-09-30Disclaimer
Accountancy firm name2016-09-30RUDD AND CO.
Accountancy firm EIN2016-09-30820467399
2015 : IDAHO NATIONAL LABORATORY EMPLOYEE INVESTMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-09-30$0
Total transfer of assets from this plan2015-09-30$90,925
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-09-30$0
Total income from all sources (including contributions)2015-09-30$63,986,052
Total loss/gain on sale of assets2015-09-30$0
Total of all expenses incurred2015-09-30$77,242,183
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-09-30$76,864,386
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-09-30$67,628,284
Value of total assets at end of year2015-09-30$1,205,403,421
Value of total assets at beginning of year2015-09-30$1,218,750,477
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-09-30$377,797
Total interest from all sources2015-09-30$1,022,994
Total dividends received (eg from common stock, registered investment company shares)2015-09-30$38,716,346
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2015-09-30$38,716,346
Was this plan covered by a fidelity bond2015-09-30Yes
Value of fidelity bond cover2015-09-30$500,000
If this is an individual account plan, was there a blackout period2015-09-30No
Were there any nonexempt tranactions with any party-in-interest2015-09-30No
Amount of non-exempt transactions with any party-in-interest2015-09-30$9,046
Contributions received from participants2015-09-30$39,104,487
Participant contributions at end of year2015-09-30$14,454,651
Participant contributions at beginning of year2015-09-30$14,480,253
Assets. Other investments not covered elsewhere at end of year2015-09-30$9,178
Assets. Other investments not covered elsewhere at beginning of year2015-09-30$11,255
Income. Received or receivable in cash from other sources (including rollovers)2015-09-30$3,932,881
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-09-30$19,621
Other income not declared elsewhere2015-09-30$15,605
Administrative expenses (other) incurred2015-09-30$377,797
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-09-30No
Value of net income/loss2015-09-30$-13,256,131
Value of net assets at end of year (total assets less liabilities)2015-09-30$1,205,403,421
Value of net assets at beginning of year (total assets less liabilities)2015-09-30$1,218,750,477
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-09-30No
Were any leases to which the plan was party in default or uncollectible2015-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-09-30$1,108,977,942
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-09-30$862,625,555
Interest on participant loans2015-09-30$594,656
Interest earned on other investments2015-09-30$428,338
Value of interest in common/collective trusts at end of year2015-09-30$67,775,819
Value of interest in common/collective trusts at beginning of year2015-09-30$327,567,541
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-09-30$14,185,831
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-09-30$14,065,873
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-09-30$-44,892,809
Net investment gain or loss from common/collective trusts2015-09-30$1,495,632
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-09-30No
Was there a failure to transmit to the plan any participant contributions2015-09-30No
Has the plan failed to provide any benefit when due under the plan2015-09-30No
Contributions received in cash from employer2015-09-30$24,590,916
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-09-30$76,844,765
Did the plan have assets held for investment2015-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-09-30Yes
Opinion of an independent qualified public accountant for this plan2015-09-30Disclaimer
Accountancy firm name2015-09-30RUDD & CO.
Accountancy firm EIN2015-09-30820467399
2014 : IDAHO NATIONAL LABORATORY EMPLOYEE INVESTMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-09-30$0
Total income from all sources (including contributions)2014-09-30$172,505,837
Total loss/gain on sale of assets2014-09-30$0
Total of all expenses incurred2014-09-30$97,415,377
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-09-30$97,032,571
Expenses. Certain deemed distributions of participant loans2014-09-30$24,833
Value of total corrective distributions2014-09-30$7,886
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-09-30$60,363,004
Value of total assets at end of year2014-09-30$1,218,750,477
Value of total assets at beginning of year2014-09-30$1,143,660,017
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-09-30$350,087
Total interest from all sources2014-09-30$6,879,971
Total dividends received (eg from common stock, registered investment company shares)2014-09-30$24,174,263
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2014-09-30$24,174,263
Was this plan covered by a fidelity bond2014-09-30Yes
Value of fidelity bond cover2014-09-30$500,000
If this is an individual account plan, was there a blackout period2014-09-30No
Were there any nonexempt tranactions with any party-in-interest2014-09-30No
Amount of non-exempt transactions with any party-in-interest2014-09-30$7,457
Contributions received from participants2014-09-30$36,540,905
Participant contributions at end of year2014-09-30$14,480,253
Participant contributions at beginning of year2014-09-30$15,147,711
Assets. Other investments not covered elsewhere at end of year2014-09-30$11,255
Assets. Other investments not covered elsewhere at beginning of year2014-09-30$29,248
Income. Received or receivable in cash from other sources (including rollovers)2014-09-30$1,693,763
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-09-30$112,019
Other income not declared elsewhere2014-09-30$1,480
Administrative expenses (other) incurred2014-09-30$350,087
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-09-30No
Value of net income/loss2014-09-30$75,090,460
Value of net assets at end of year (total assets less liabilities)2014-09-30$1,218,750,477
Value of net assets at beginning of year (total assets less liabilities)2014-09-30$1,143,660,017
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-09-30No
Were any leases to which the plan was party in default or uncollectible2014-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-09-30$862,625,555
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-09-30$767,301,487
Interest on participant loans2014-09-30$631,564
Interest earned on other investments2014-09-30$6,248,407
Value of interest in common/collective trusts at end of year2014-09-30$327,567,541
Value of interest in common/collective trusts at beginning of year2014-09-30$354,411,716
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-09-30$14,065,873
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-09-30$6,769,855
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-09-30$81,883,562
Net investment gain or loss from common/collective trusts2014-09-30$-796,443
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-09-30No
Was there a failure to transmit to the plan any participant contributions2014-09-30No
Has the plan failed to provide any benefit when due under the plan2014-09-30No
Contributions received in cash from employer2014-09-30$22,128,336
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-09-30$96,920,552
Did the plan have assets held for investment2014-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-09-30No
Opinion of an independent qualified public accountant for this plan2014-09-30Unqualified
Accountancy firm name2014-09-30RUDD & CO.
Accountancy firm EIN2014-09-30820467399
2013 : IDAHO NATIONAL LABORATORY EMPLOYEE INVESTMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-09-30$0
Total income from all sources (including contributions)2013-09-30$176,966,125
Total loss/gain on sale of assets2013-09-30$0
Total of all expenses incurred2013-09-30$99,514,770
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-09-30$99,115,058
Expenses. Certain deemed distributions of participant loans2013-09-30$38,659
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-09-30$60,514,926
Value of total assets at end of year2013-09-30$1,143,660,017
Value of total assets at beginning of year2013-09-30$1,066,208,662
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-09-30$361,053
Total interest from all sources2013-09-30$799,591
Total dividends received (eg from common stock, registered investment company shares)2013-09-30$16,858,011
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2013-09-30$16,858,011
Was this plan covered by a fidelity bond2013-09-30Yes
Value of fidelity bond cover2013-09-30$500,000
If this is an individual account plan, was there a blackout period2013-09-30No
Were there any nonexempt tranactions with any party-in-interest2013-09-30No
Amount of non-exempt transactions with any party-in-interest2013-09-30$5,854
Contributions received from participants2013-09-30$36,756,902
Participant contributions at end of year2013-09-30$15,147,711
Participant contributions at beginning of year2013-09-30$15,342,040
Assets. Other investments not covered elsewhere at end of year2013-09-30$29,248
Assets. Other investments not covered elsewhere at beginning of year2013-09-30$38,110
Income. Received or receivable in cash from other sources (including rollovers)2013-09-30$1,315,214
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-09-30$2,512
Other income not declared elsewhere2013-09-30$22,544
Administrative expenses (other) incurred2013-09-30$361,053
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-09-30No
Value of net income/loss2013-09-30$77,451,355
Value of net assets at end of year (total assets less liabilities)2013-09-30$1,143,660,017
Value of net assets at beginning of year (total assets less liabilities)2013-09-30$1,066,208,662
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-09-30No
Were any leases to which the plan was party in default or uncollectible2013-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-09-30$767,301,487
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-09-30$683,416,247
Interest on participant loans2013-09-30$657,103
Interest earned on other investments2013-09-30$142,488
Value of interest in common/collective trusts at end of year2013-09-30$354,411,716
Value of interest in common/collective trusts at beginning of year2013-09-30$360,784,898
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-09-30$6,769,855
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-09-30$6,627,367
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-09-30$101,146,865
Net investment gain or loss from common/collective trusts2013-09-30$-2,375,812
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-09-30No
Was there a failure to transmit to the plan any participant contributions2013-09-30No
Has the plan failed to provide any benefit when due under the plan2013-09-30No
Contributions received in cash from employer2013-09-30$22,442,810
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-09-30$99,112,546
Did the plan have assets held for investment2013-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-09-30Yes
Opinion of an independent qualified public accountant for this plan2013-09-30Disclaimer
Accountancy firm name2013-09-30RUDD & CO.
Accountancy firm EIN2013-09-30820467399
2012 : IDAHO NATIONAL LABORATORY EMPLOYEE INVESTMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-09-30$0
Total transfer of assets from this plan2012-09-30$220,903
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-09-30$0
Total income from all sources (including contributions)2012-09-30$199,335,270
Total loss/gain on sale of assets2012-09-30$0
Total of all expenses incurred2012-09-30$83,696,643
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-09-30$83,333,984
Expenses. Certain deemed distributions of participant loans2012-09-30$6,724
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-09-30$64,021,882
Value of total assets at end of year2012-09-30$1,066,208,662
Value of total assets at beginning of year2012-09-30$950,790,938
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-09-30$355,935
Total interest from all sources2012-09-30$806,443
Total dividends received (eg from common stock, registered investment company shares)2012-09-30$17,410,494
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2012-09-30$17,410,494
Was this plan covered by a fidelity bond2012-09-30Yes
Value of fidelity bond cover2012-09-30$500,000
If this is an individual account plan, was there a blackout period2012-09-30No
Were there any nonexempt tranactions with any party-in-interest2012-09-30No
Contributions received from participants2012-09-30$39,915,615
Participant contributions at end of year2012-09-30$15,342,040
Participant contributions at beginning of year2012-09-30$15,297,078
Assets. Other investments not covered elsewhere at end of year2012-09-30$38,110
Assets. Other investments not covered elsewhere at beginning of year2012-09-30$102,447
Income. Received or receivable in cash from other sources (including rollovers)2012-09-30$291,340
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-09-30$85
Other income not declared elsewhere2012-09-30$4,077
Administrative expenses (other) incurred2012-09-30$355,935
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-09-30No
Value of net income/loss2012-09-30$115,638,627
Value of net assets at end of year (total assets less liabilities)2012-09-30$1,066,208,662
Value of net assets at beginning of year (total assets less liabilities)2012-09-30$950,790,938
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-09-30No
Were any leases to which the plan was party in default or uncollectible2012-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-09-30$683,416,247
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-09-30$575,462,149
Interest on participant loans2012-09-30$666,954
Interest earned on other investments2012-09-30$139,489
Value of interest in common/collective trusts at end of year2012-09-30$360,784,898
Value of interest in common/collective trusts at beginning of year2012-09-30$353,441,386
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-09-30$6,627,367
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-09-30$6,487,878
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-09-30$104,746,738
Net investment gain or loss from common/collective trusts2012-09-30$12,345,636
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-09-30No
Was there a failure to transmit to the plan any participant contributions2012-09-30No
Has the plan failed to provide any benefit when due under the plan2012-09-30No
Contributions received in cash from employer2012-09-30$23,814,927
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-09-30$83,333,899
Did the plan have assets held for investment2012-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-09-30No
Opinion of an independent qualified public accountant for this plan2012-09-30Disclaimer
Accountancy firm name2012-09-30RUDD & CO.
Accountancy firm EIN2012-09-30820467399
2011 : IDAHO NATIONAL LABORATORY EMPLOYEE INVESTMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-09-30$0
Total income from all sources (including contributions)2011-09-30$92,590,987
Total loss/gain on sale of assets2011-09-30$0
Total of all expenses incurred2011-09-30$64,982,305
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-09-30$64,681,695
Expenses. Certain deemed distributions of participant loans2011-09-30$7,527
Value of total corrective distributions2011-09-30$3,333
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-09-30$70,765,810
Value of total assets at end of year2011-09-30$950,790,938
Value of total assets at beginning of year2011-09-30$923,182,256
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-09-30$289,750
Total interest from all sources2011-09-30$1,055,208
Total dividends received (eg from common stock, registered investment company shares)2011-09-30$12,649,272
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2011-09-30$12,649,272
Was this plan covered by a fidelity bond2011-09-30Yes
Value of fidelity bond cover2011-09-30$500,000
If this is an individual account plan, was there a blackout period2011-09-30No
Were there any nonexempt tranactions with any party-in-interest2011-09-30No
Contributions received from participants2011-09-30$43,579,017
Participant contributions at end of year2011-09-30$15,297,078
Participant contributions at beginning of year2011-09-30$14,264,505
Assets. Other investments not covered elsewhere at end of year2011-09-30$102,447
Income. Received or receivable in cash from other sources (including rollovers)2011-09-30$1,391,955
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-09-30$12,890
Other income not declared elsewhere2011-09-30$13,414
Administrative expenses (other) incurred2011-09-30$289,750
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-09-30No
Value of net income/loss2011-09-30$27,608,682
Value of net assets at end of year (total assets less liabilities)2011-09-30$950,790,938
Value of net assets at beginning of year (total assets less liabilities)2011-09-30$923,182,256
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-09-30No
Were any leases to which the plan was party in default or uncollectible2011-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-09-30$575,462,149
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-09-30$620,469,833
Interest on participant loans2011-09-30$728,211
Interest earned on other investments2011-09-30$326,997
Value of interest in common/collective trusts at end of year2011-09-30$353,441,386
Value of interest in common/collective trusts at beginning of year2011-09-30$282,871,089
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-09-30$6,487,878
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-09-30$5,576,829
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-09-30$-15,916,858
Net investment gain or loss from common/collective trusts2011-09-30$24,024,141
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-09-30No
Was there a failure to transmit to the plan any participant contributions2011-09-30No
Has the plan failed to provide any benefit when due under the plan2011-09-30No
Contributions received in cash from employer2011-09-30$25,794,838
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-09-30$64,668,805
Did the plan have assets held for investment2011-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-09-30No
Opinion of an independent qualified public accountant for this plan2011-09-30Unqualified
Accountancy firm name2011-09-30RUDD & CO.
Accountancy firm EIN2011-09-30820467399

Form 5500 Responses for IDAHO NATIONAL LABORATORY EMPLOYEE INVESTMENT PLAN

2021: IDAHO NATIONAL LABORATORY EMPLOYEE INVESTMENT PLAN 2021 form 5500 responses
2021-10-01Type of plan entityMulitple employer plan
2021-10-01Submission has been amendedNo
2021-10-01This submission is the final filingNo
2021-10-01This return/report is a short plan year return/report (less than 12 months)No
2021-10-01Plan is a collectively bargained planYes
2021-10-01Plan funding arrangement – InsuranceYes
2021-10-01Plan funding arrangement – TrustYes
2021-10-01Plan benefit arrangement – InsuranceYes
2021-10-01Plan benefit arrangement - TrustYes
2020: IDAHO NATIONAL LABORATORY EMPLOYEE INVESTMENT PLAN 2020 form 5500 responses
2020-10-01Type of plan entityMulitple employer plan
2020-10-01Submission has been amendedNo
2020-10-01This submission is the final filingNo
2020-10-01This return/report is a short plan year return/report (less than 12 months)No
2020-10-01Plan is a collectively bargained planYes
2020-10-01Plan funding arrangement – InsuranceYes
2020-10-01Plan funding arrangement – TrustYes
2020-10-01Plan benefit arrangement – InsuranceYes
2020-10-01Plan benefit arrangement - TrustYes
2019: IDAHO NATIONAL LABORATORY EMPLOYEE INVESTMENT PLAN 2019 form 5500 responses
2019-10-01Type of plan entityMulitple employer plan
2019-10-01Submission has been amendedNo
2019-10-01This submission is the final filingNo
2019-10-01This return/report is a short plan year return/report (less than 12 months)No
2019-10-01Plan is a collectively bargained planYes
2019-10-01Plan funding arrangement – InsuranceYes
2019-10-01Plan funding arrangement – TrustYes
2019-10-01Plan benefit arrangement – InsuranceYes
2019-10-01Plan benefit arrangement - TrustYes
2018: IDAHO NATIONAL LABORATORY EMPLOYEE INVESTMENT PLAN 2018 form 5500 responses
2018-10-01Type of plan entityMulitple employer plan
2018-10-01Submission has been amendedNo
2018-10-01This submission is the final filingNo
2018-10-01This return/report is a short plan year return/report (less than 12 months)No
2018-10-01Plan is a collectively bargained planYes
2018-10-01Plan funding arrangement – InsuranceYes
2018-10-01Plan funding arrangement – TrustYes
2018-10-01Plan benefit arrangement – InsuranceYes
2018-10-01Plan benefit arrangement - TrustYes
2017: IDAHO NATIONAL LABORATORY EMPLOYEE INVESTMENT PLAN 2017 form 5500 responses
2017-10-01Type of plan entityMulitple employer plan
2017-10-01Submission has been amendedNo
2017-10-01This submission is the final filingNo
2017-10-01This return/report is a short plan year return/report (less than 12 months)No
2017-10-01Plan is a collectively bargained planYes
2017-10-01Plan funding arrangement – InsuranceYes
2017-10-01Plan funding arrangement – TrustYes
2017-10-01Plan benefit arrangement – InsuranceYes
2017-10-01Plan benefit arrangement - TrustYes
2016: IDAHO NATIONAL LABORATORY EMPLOYEE INVESTMENT PLAN 2016 form 5500 responses
2016-10-01Type of plan entityMulitple employer plan
2016-10-01Submission has been amendedNo
2016-10-01This submission is the final filingNo
2016-10-01This return/report is a short plan year return/report (less than 12 months)No
2016-10-01Plan is a collectively bargained planYes
2016-10-01Plan funding arrangement – InsuranceYes
2016-10-01Plan funding arrangement – TrustYes
2016-10-01Plan benefit arrangement – InsuranceYes
2016-10-01Plan benefit arrangement - TrustYes
2015: IDAHO NATIONAL LABORATORY EMPLOYEE INVESTMENT PLAN 2015 form 5500 responses
2015-10-01Type of plan entityMulitple employer plan
2015-10-01Submission has been amendedNo
2015-10-01This submission is the final filingNo
2015-10-01This return/report is a short plan year return/report (less than 12 months)No
2015-10-01Plan is a collectively bargained planYes
2015-10-01Plan funding arrangement – InsuranceYes
2015-10-01Plan funding arrangement – TrustYes
2015-10-01Plan benefit arrangement – InsuranceYes
2015-10-01Plan benefit arrangement - TrustYes
2014: IDAHO NATIONAL LABORATORY EMPLOYEE INVESTMENT PLAN 2014 form 5500 responses
2014-10-01Type of plan entityMulitple employer plan
2014-10-01Submission has been amendedYes
2014-10-01This submission is the final filingNo
2014-10-01This return/report is a short plan year return/report (less than 12 months)No
2014-10-01Plan is a collectively bargained planYes
2014-10-01Plan funding arrangement – InsuranceYes
2014-10-01Plan funding arrangement – TrustYes
2014-10-01Plan benefit arrangement – InsuranceYes
2014-10-01Plan benefit arrangement - TrustYes
2013: IDAHO NATIONAL LABORATORY EMPLOYEE INVESTMENT PLAN 2013 form 5500 responses
2013-10-01Type of plan entityMulitple employer plan
2013-10-01Submission has been amendedYes
2013-10-01This submission is the final filingNo
2013-10-01This return/report is a short plan year return/report (less than 12 months)No
2013-10-01Plan is a collectively bargained planYes
2013-10-01Plan funding arrangement – InsuranceYes
2013-10-01Plan funding arrangement – TrustYes
2013-10-01Plan benefit arrangement – InsuranceYes
2013-10-01Plan benefit arrangement - TrustYes
2012: IDAHO NATIONAL LABORATORY EMPLOYEE INVESTMENT PLAN 2012 form 5500 responses
2012-10-01Type of plan entityMulitple employer plan
2012-10-01Submission has been amendedYes
2012-10-01This submission is the final filingNo
2012-10-01This return/report is a short plan year return/report (less than 12 months)No
2012-10-01Plan is a collectively bargained planYes
2012-10-01Plan funding arrangement – InsuranceYes
2012-10-01Plan funding arrangement – TrustYes
2012-10-01Plan benefit arrangement – InsuranceYes
2012-10-01Plan benefit arrangement - TrustYes
2011: IDAHO NATIONAL LABORATORY EMPLOYEE INVESTMENT PLAN 2011 form 5500 responses
2011-10-01Type of plan entityMulitple employer plan
2011-10-01Submission has been amendedNo
2011-10-01This submission is the final filingNo
2011-10-01This return/report is a short plan year return/report (less than 12 months)No
2011-10-01Plan is a collectively bargained planYes
2011-10-01Plan funding arrangement – InsuranceYes
2011-10-01Plan funding arrangement – TrustYes
2011-10-01Plan benefit arrangement – InsuranceYes
2011-10-01Plan benefit arrangement - TrustYes
2009: IDAHO NATIONAL LABORATORY EMPLOYEE INVESTMENT PLAN 2009 form 5500 responses
2009-10-01Type of plan entityMulitple employer plan
2009-10-01Submission has been amendedNo
2009-10-01This submission is the final filingNo
2009-10-01This return/report is a short plan year return/report (less than 12 months)No
2009-10-01Plan is a collectively bargained planNo
2009-10-01Plan funding arrangement – InsuranceYes
2009-10-01Plan funding arrangement – TrustYes
2009-10-01Plan benefit arrangement – InsuranceYes
2009-10-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract number34410004
Policy instance 18
Insurance contract or identification number34410004
Number of Individuals Covered2057
Insurance policy start date2022-04-07
Insurance policy end date2022-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?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?Yes
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
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number35662
Policy instance 1
Insurance contract or identification number35662
Number of Individuals Covered0
Insurance policy start date2021-10-01
Insurance policy end date2022-04-07
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?Yes
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
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number37891
Policy instance 2
Insurance contract or identification number37891
Number of Individuals Covered0
Insurance policy start date2021-10-01
Insurance policy end date2022-09-23
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?Yes
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
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number37971
Policy instance 3
Insurance contract or identification number37971
Number of Individuals Covered2057
Insurance policy start date2021-10-01
Insurance policy end date2022-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?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?Yes
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
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number38214
Policy instance 4
Insurance contract or identification number38214
Number of Individuals Covered2057
Insurance policy start date2021-10-01
Insurance policy end date2022-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?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?Yes
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
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number38248
Policy instance 5
Insurance contract or identification number38248
Number of Individuals Covered2057
Insurance policy start date2021-10-01
Insurance policy end date2022-09-30
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?Yes
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
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number39358C
Policy instance 6
Insurance contract or identification number39358C
Number of Individuals Covered2057
Insurance policy start date2022-02-24
Insurance policy end date2022-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?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?Yes
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
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number39358
Policy instance 7
Insurance contract or identification number39358
Number of Individuals Covered2057
Insurance policy start date2021-12-08
Insurance policy end date2022-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?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?Yes
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
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number39358A
Policy instance 8
Insurance contract or identification number39358A
Number of Individuals Covered2057
Insurance policy start date2022-01-20
Insurance policy end date2022-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?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?Yes
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
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number39358B
Policy instance 9
Insurance contract or identification number39358B
Number of Individuals Covered2057
Insurance policy start date2022-02-04
Insurance policy end date2022-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?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?Yes
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
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number39358D
Policy instance 10
Insurance contract or identification number39358D
Number of Individuals Covered2057
Insurance policy start date2022-03-07
Insurance policy end date2022-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?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?Yes
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
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number39358E
Policy instance 11
Insurance contract or identification number39358E
Number of Individuals Covered2057
Insurance policy start date2022-03-18
Insurance policy end date2022-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?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?Yes
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
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number39358F
Policy instance 12
Insurance contract or identification number39358F
Number of Individuals Covered2057
Insurance policy start date2022-04-22
Insurance policy end date2022-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?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?Yes
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
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number39358G
Policy instance 13
Insurance contract or identification number39358G
Number of Individuals Covered2057
Insurance policy start date2022-05-02
Insurance policy end date2022-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?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?Yes
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
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number39358H
Policy instance 14
Insurance contract or identification number39358H
Number of Individuals Covered2057
Insurance policy start date2022-05-27
Insurance policy end date2022-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?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?Yes
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
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract number34410
Policy instance 15
Insurance contract or identification number34410
Number of Individuals Covered2057
Insurance policy start date2021-10-01
Insurance policy end date2022-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?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?Yes
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
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract number34410005
Policy instance 16
Insurance contract or identification number34410005
Number of Individuals Covered2057
Insurance policy start date2022-06-14
Insurance policy end date2022-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?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?Yes
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
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract number34410003
Policy instance 17
Insurance contract or identification number34410003
Number of Individuals Covered2057
Insurance policy start date2022-03-11
Insurance policy end date2022-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?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?Yes
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
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract number34410
Policy instance 6
Insurance contract or identification number34410
Number of Individuals Covered2285
Insurance policy start date2020-10-01
Insurance policy end date2021-09-30
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?Yes
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
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number38248
Policy instance 5
Insurance contract or identification number38248
Number of Individuals Covered2285
Insurance policy start date2021-07-05
Insurance policy end date2021-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?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?Yes
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
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number38214
Policy instance 4
Insurance contract or identification number38214
Number of Individuals Covered2285
Insurance policy start date2021-05-24
Insurance policy end date2021-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?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?Yes
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
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number37971
Policy instance 3
Insurance contract or identification number37971
Number of Individuals Covered2285
Insurance policy start date2021-03-31
Insurance policy end date2021-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?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?Yes
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
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number37891
Policy instance 2
Insurance contract or identification number37891
Number of Individuals Covered2285
Insurance policy start date2020-10-01
Insurance policy end date2021-09-30
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?Yes
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
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number35662
Policy instance 1
Insurance contract or identification number35662
Number of Individuals Covered2285
Insurance policy start date2020-10-01
Insurance policy end date2021-09-30
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?Yes
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
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number35662
Policy instance 1
Insurance contract or identification number35662
Number of Individuals Covered2331
Insurance policy start date2019-10-01
Insurance policy end date2020-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?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?Yes
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
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number35749
Policy instance 2
Insurance contract or identification number35749
Number of Individuals Covered0
Insurance policy start date2019-10-01
Insurance policy end date2020-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?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?Yes
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
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number37891
Policy instance 3
Insurance contract or identification number37891
Number of Individuals Covered2331
Insurance policy start date2019-10-01
Insurance policy end date2020-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?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?Yes
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
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract number34410
Policy instance 4
Insurance contract or identification number34410
Number of Individuals Covered2331
Insurance policy start date2019-10-01
Insurance policy end date2020-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?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?Yes
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
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number35662
Policy instance 2
Insurance contract or identification number35662
Number of Individuals Covered2447
Insurance policy start date2018-10-01
Insurance policy end date2019-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?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?Yes
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
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number35416
Policy instance 1
Insurance contract or identification number35416
Number of Individuals Covered0
Insurance policy start date2018-10-01
Insurance policy end date2019-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?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?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
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number35749
Policy instance 3
Insurance contract or identification number35749
Number of Individuals Covered2447
Insurance policy start date2018-10-01
Insurance policy end date2019-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?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?Yes
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
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract number34410
Policy instance 4
Insurance contract or identification number34410
Number of Individuals Covered2447
Insurance policy start date2018-10-01
Insurance policy end date2019-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?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?Yes
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
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberINL410
Policy instance 5
Insurance contract or identification numberINL410
Number of Individuals Covered0
Insurance policy start date2018-10-01
Insurance policy end date2019-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?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?Yes
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
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberINL410
Policy instance 5
Insurance contract or identification numberINL410
Number of Individuals Covered2568
Insurance policy start date2017-10-01
Insurance policy end date2018-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?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?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
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract number34410
Policy instance 4
Insurance contract or identification number34410
Number of Individuals Covered2568
Insurance policy start date2018-03-15
Insurance policy end date2018-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?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?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
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number35749
Policy instance 3
Insurance contract or identification number35749
Number of Individuals Covered2568
Insurance policy start date2017-10-01
Insurance policy end date2018-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?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?Yes
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
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number35662
Policy instance 2
Insurance contract or identification number35662
Number of Individuals Covered2568
Insurance policy start date2017-10-01
Insurance policy end date2018-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?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?Yes
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
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number35416
Policy instance 1
Insurance contract or identification number35416
Number of Individuals Covered2568
Insurance policy start date2017-10-01
Insurance policy end date2018-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?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?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

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