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ARGONNE NATIONAL LABORATORY 403(B) EMPLOYEE RETIREMENT PLAN 401k Plan overview

Plan NameARGONNE NATIONAL LABORATORY 403(B) EMPLOYEE RETIREMENT PLAN
Plan identification number 005

ARGONNE NATIONAL LABORATORY 403(B) EMPLOYEE RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.

401k Sponsoring company profile

UCHICAGO ARGONNE, LLC ARGONNE NATIONAL LABORATORY has sponsored the creation of one or more 401k plans.

Company Name:UCHICAGO ARGONNE, LLC ARGONNE NATIONAL LABORATORY
Employer identification number (EIN):680628477
NAIC Classification:541700

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ARGONNE NATIONAL LABORATORY 403(B) EMPLOYEE RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0052022-01-01
0052021-01-01
0052020-01-01
0052019-01-01
0052018-01-01
0052017-01-01JEFFREY C PURNELL
0052016-01-01JEFFREY C PURNELL
0052015-01-01JEFFREY C PURNELL
0052014-01-01JEFFREY C. PURNELL
0052013-01-01JEFFREY PURNELL
0052012-01-01TRACEY ROSSETT BARBARA FATINA2013-10-15
0052011-01-01TRACEY ROSSETT ELIZABETH OCONNOR2012-10-12
0052010-01-01TRACEY ROSSETT ELIZABETH OCONNOR2011-10-17
0052009-01-01TRACEY ROSSETT ELIZABETH OCONNOR2010-10-15

Plan Statistics for ARGONNE NATIONAL LABORATORY 403(B) EMPLOYEE RETIREMENT PLAN

401k plan membership statisitcs for ARGONNE NATIONAL LABORATORY 403(B) EMPLOYEE RETIREMENT PLAN

Measure Date Value
2022: ARGONNE NATIONAL LABORATORY 403(B) EMPLOYEE RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-015,415
Total number of active participants reported on line 7a of the Form 55002022-01-013,798
Number of retired or separated participants receiving benefits2022-01-01210
Number of other retired or separated participants entitled to future benefits2022-01-011,606
Total of all active and inactive participants2022-01-015,614
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0120
Total participants2022-01-015,634
Number of participants with account balances2022-01-015,054
2021: ARGONNE NATIONAL LABORATORY 403(B) EMPLOYEE RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-015,265
Total number of active participants reported on line 7a of the Form 55002021-01-013,664
Number of retired or separated participants receiving benefits2021-01-01201
Number of other retired or separated participants entitled to future benefits2021-01-011,530
Total of all active and inactive participants2021-01-015,395
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0120
Total participants2021-01-015,415
Number of participants with account balances2021-01-014,893
2020: ARGONNE NATIONAL LABORATORY 403(B) EMPLOYEE RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-015,092
Total number of active participants reported on line 7a of the Form 55002020-01-013,615
Number of retired or separated participants receiving benefits2020-01-01151
Number of other retired or separated participants entitled to future benefits2020-01-011,481
Total of all active and inactive participants2020-01-015,247
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0118
Total participants2020-01-015,265
Number of participants with account balances2020-01-014,751
2019: ARGONNE NATIONAL LABORATORY 403(B) EMPLOYEE RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-014,958
Total number of active participants reported on line 7a of the Form 55002019-01-013,483
Number of retired or separated participants receiving benefits2019-01-01197
Number of other retired or separated participants entitled to future benefits2019-01-011,401
Total of all active and inactive participants2019-01-015,081
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0111
Total participants2019-01-015,092
Number of participants with account balances2019-01-014,551
2018: ARGONNE NATIONAL LABORATORY 403(B) EMPLOYEE RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-014,898
Total number of active participants reported on line 7a of the Form 55002018-01-013,368
Number of retired or separated participants receiving benefits2018-01-01194
Number of other retired or separated participants entitled to future benefits2018-01-011,384
Total of all active and inactive participants2018-01-014,946
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0112
Total participants2018-01-014,958
Number of participants with account balances2018-01-014,410
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: ARGONNE NATIONAL LABORATORY 403(B) EMPLOYEE RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-014,920
Total number of active participants reported on line 7a of the Form 55002017-01-013,360
Number of retired or separated participants receiving benefits2017-01-01188
Number of other retired or separated participants entitled to future benefits2017-01-011,337
Total of all active and inactive participants2017-01-014,885
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0113
Total participants2017-01-014,898
Number of participants with account balances2017-01-014,394
2016: ARGONNE NATIONAL LABORATORY 403(B) EMPLOYEE RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-015,235
Total number of active participants reported on line 7a of the Form 55002016-01-013,417
Number of retired or separated participants receiving benefits2016-01-01169
Number of other retired or separated participants entitled to future benefits2016-01-011,322
Total of all active and inactive participants2016-01-014,908
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0112
Total participants2016-01-014,920
Number of participants with account balances2016-01-014,340
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: ARGONNE NATIONAL LABORATORY 403(B) EMPLOYEE RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-015,484
Total number of active participants reported on line 7a of the Form 55002015-01-013,550
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-011,665
Total of all active and inactive participants2015-01-015,215
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0120
Total participants2015-01-015,235
Number of participants with account balances2015-01-014,557
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: ARGONNE NATIONAL LABORATORY 403(B) EMPLOYEE RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-018,367
Total number of active participants reported on line 7a of the Form 55002014-01-013,871
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-011,590
Total of all active and inactive participants2014-01-015,461
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0123
Total participants2014-01-015,484
Number of participants with account balances2014-01-014,554
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: ARGONNE NATIONAL LABORATORY 403(B) EMPLOYEE RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-014,053
Total number of active participants reported on line 7a of the Form 55002013-01-014,053
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-014,251
Total of all active and inactive participants2013-01-018,304
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-0163
Total participants2013-01-018,367
Number of participants with account balances2013-01-016,168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: ARGONNE NATIONAL LABORATORY 403(B) EMPLOYEE RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-012,312
Total number of active participants reported on line 7a of the Form 55002012-01-015,005
Total of all active and inactive participants2012-01-015,005
Total participants2012-01-015,005
2011: ARGONNE NATIONAL LABORATORY 403(B) EMPLOYEE RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-012,339
Total number of active participants reported on line 7a of the Form 55002011-01-012,312
Total of all active and inactive participants2011-01-012,312
Total participants2011-01-012,312
2010: ARGONNE NATIONAL LABORATORY 403(B) EMPLOYEE RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-012,195
Total number of active participants reported on line 7a of the Form 55002010-01-012,339
Total of all active and inactive participants2010-01-012,339
Total participants2010-01-012,339
2009: ARGONNE NATIONAL LABORATORY 403(B) EMPLOYEE RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-012,195
Total number of active participants reported on line 7a of the Form 55002009-01-012,195
Total of all active and inactive participants2009-01-012,195
Total participants2009-01-012,195

Financial Data on ARGONNE NATIONAL LABORATORY 403(B) EMPLOYEE RETIREMENT PLAN

Measure Date Value
2022 : ARGONNE NATIONAL LABORATORY 403(B) EMPLOYEE RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-147,664,480
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$102,178,092
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$101,994,894
Expenses. Certain deemed distributions of participant loans2022-12-31$13,579
Value of total corrective distributions2022-12-31$2,193
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$47,036,812
Value of total assets at end of year2022-12-31$1,428,935,478
Value of total assets at beginning of year2022-12-31$1,678,778,050
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$167,426
Total interest from all sources2022-12-31$16,951,377
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$27,612,893
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$27,612,893
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$5,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$42,504,348
Participant contributions at end of year2022-12-31$3,064,333
Participant contributions at beginning of year2022-12-31$3,006,803
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$2,189,190
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$4,530,297
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$0
Administrative expenses (other) incurred2022-12-31$167,426
Total non interest bearing cash at end of year2022-12-31$0
Total non interest bearing cash at beginning of year2022-12-31$391
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-249,842,572
Value of net assets at end of year (total assets less liabilities)2022-12-31$1,428,935,478
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$1,678,778,050
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$958,331,095
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$1,209,243,578
Value of interest in pooled separate accounts at end of year2022-12-31$21,172,035
Value of interest in pooled separate accounts at beginning of year2022-12-31$20,977,637
Interest on participant loans2022-12-31$146,154
Interest earned on other investments2022-12-31$16,492,598
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$30,762,273
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$18,414,903
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$18,414,903
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$312,625
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$415,605,742
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$424,945,548
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$4,554,124
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-241,008,081
Net investment gain/loss from pooled separate accounts2022-12-31$1,742,519
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$2,167
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$97,440,770
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31MITCHELL & TITUS, LLP
Accountancy firm EIN2022-12-31132781641
2021 : ARGONNE NATIONAL LABORATORY 403(B) EMPLOYEE RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$46
Total income from all sources (including contributions)2021-12-31$234,269,917
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$116,941,402
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$116,626,436
Expenses. Certain deemed distributions of participant loans2021-12-31$22,371
Value of total corrective distributions2021-12-31$490
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$44,604,145
Value of total assets at end of year2021-12-31$1,678,778,050
Value of total assets at beginning of year2021-12-31$1,561,449,581
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$292,105
Total interest from all sources2021-12-31$15,176,633
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$46,241,777
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$46,241,777
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$5,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$40,040,190
Participant contributions at end of year2021-12-31$3,006,803
Participant contributions at beginning of year2021-12-31$3,205,902
Participant contributions at end of year2021-12-31$2,189,190
Participant contributions at beginning of year2021-12-31$2,093,343
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$4,563,955
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$46
Administrative expenses (other) incurred2021-12-31$291,890
Total non interest bearing cash at end of year2021-12-31$391
Total non interest bearing cash at beginning of year2021-12-31$18,019
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$117,328,515
Value of net assets at end of year (total assets less liabilities)2021-12-31$1,678,778,050
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$1,561,449,535
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$1,209,243,578
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$1,075,766,564
Value of interest in pooled separate accounts at end of year2021-12-31$20,977,637
Value of interest in pooled separate accounts at beginning of year2021-12-31$18,406,174
Interest on participant loans2021-12-31$165,672
Interest earned on other investments2021-12-31$15,008,735
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$18,414,903
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$21,669,070
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$21,669,070
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$2,226
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$424,945,548
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$440,290,509
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$1,597,378
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$124,980,454
Net investment gain/loss from pooled separate accounts2021-12-31$3,266,908
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$115,029,058
Contract administrator fees2021-12-31$215
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31MITCHELL & TITUS, LLP
Accountancy firm EIN2021-12-31132781641
2020 : ARGONNE NATIONAL LABORATORY 403(B) EMPLOYEE RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$46
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$28
Total income from all sources (including contributions)2020-12-31$210,557,508
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$89,519,258
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$89,201,683
Expenses. Certain deemed distributions of participant loans2020-12-31$35,635
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$42,284,106
Value of total assets at end of year2020-12-31$1,561,449,581
Value of total assets at beginning of year2020-12-31$1,440,411,313
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$281,940
Total interest from all sources2020-12-31$17,207,688
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$18,147,799
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$18,147,799
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$5,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$38,752,431
Participant contributions at end of year2020-12-31$3,205,902
Participant contributions at beginning of year2020-12-31$3,444,401
Participant contributions at end of year2020-12-31$2,093,343
Participant contributions at beginning of year2020-12-31$93,628
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$3,531,675
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$46
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$28
Administrative expenses (other) incurred2020-12-31$280,084
Total non interest bearing cash at end of year2020-12-31$18,019
Total non interest bearing cash at beginning of year2020-12-31$23,499
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$121,038,250
Value of net assets at end of year (total assets less liabilities)2020-12-31$1,561,449,535
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$1,440,411,285
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$1,075,766,564
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$957,872,910
Value of interest in pooled separate accounts at end of year2020-12-31$18,406,174
Value of interest in pooled separate accounts at beginning of year2020-12-31$21,903,661
Interest on participant loans2020-12-31$182,311
Interest earned on other investments2020-12-31$16,960,109
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$21,669,070
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$17,110,962
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$17,110,962
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$65,268
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$440,290,509
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$439,962,252
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$1,944,320
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$133,102,953
Net investment gain/loss from pooled separate accounts2020-12-31$-185,038
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$87,257,363
Contract administrator fees2020-12-31$1,856
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31MITCHELL & TITUS, LLP
Accountancy firm EIN2020-12-31132781641
2019 : ARGONNE NATIONAL LABORATORY 403(B) EMPLOYEE RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$28
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$28
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$45
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$45
Total income from all sources (including contributions)2019-12-31$243,285,263
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$94,207,848
Total of all expenses incurred2019-12-31$94,207,848
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$93,925,112
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$93,925,112
Expenses. Certain deemed distributions of participant loans2019-12-31$34,527
Expenses. Certain deemed distributions of participant loans2019-12-31$34,527
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$37,112,077
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$37,112,077
Value of total assets at end of year2019-12-31$1,440,411,313
Value of total assets at end of year2019-12-31$1,440,411,313
Value of total assets at beginning of year2019-12-31$1,291,333,915
Value of total assets at beginning of year2019-12-31$1,291,333,915
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$248,209
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$248,209
Total interest from all sources2019-12-31$17,729,686
Total interest from all sources2019-12-31$17,729,686
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$18,780,358
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$18,780,358
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$18,780,358
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$18,780,358
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$5,000,000
Value of fidelity bond cover2019-12-31$5,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$34,274,760
Contributions received from participants2019-12-31$34,274,760
Participant contributions at end of year2019-12-31$3,444,401
Participant contributions at end of year2019-12-31$3,444,401
Participant contributions at beginning of year2019-12-31$3,087,417
Participant contributions at beginning of year2019-12-31$3,087,417
Participant contributions at end of year2019-12-31$93,628
Participant contributions at end of year2019-12-31$93,628
Participant contributions at beginning of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$2,837,317
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$2,837,317
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$28
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$28
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$45
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$45
Administrative expenses (other) incurred2019-12-31$247,014
Administrative expenses (other) incurred2019-12-31$247,014
Total non interest bearing cash at end of year2019-12-31$23,499
Total non interest bearing cash at end of year2019-12-31$23,499
Total non interest bearing cash at beginning of year2019-12-31$1,320
Total non interest bearing cash at beginning of year2019-12-31$1,320
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$149,077,415
Value of net income/loss2019-12-31$149,077,415
Value of net assets at end of year (total assets less liabilities)2019-12-31$1,440,411,285
Value of net assets at end of year (total assets less liabilities)2019-12-31$1,440,411,285
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$1,291,333,870
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$1,291,333,870
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$957,872,910
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$957,872,910
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$803,647,321
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$803,647,321
Value of interest in pooled separate accounts at end of year2019-12-31$21,903,661
Value of interest in pooled separate accounts at end of year2019-12-31$21,903,661
Value of interest in pooled separate accounts at beginning of year2019-12-31$21,489,475
Value of interest in pooled separate accounts at beginning of year2019-12-31$21,489,475
Interest on participant loans2019-12-31$174,860
Interest on participant loans2019-12-31$174,860
Interest earned on other investments2019-12-31$17,227,714
Interest earned on other investments2019-12-31$17,227,714
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$17,110,962
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$17,110,962
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$18,989,353
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$18,989,353
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$18,989,353
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$18,989,353
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$327,112
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$327,112
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$439,962,252
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$439,962,252
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$444,119,029
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$444,119,029
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$5,347,445
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$5,347,445
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$168,488,826
Net investment gain/loss from pooled separate accounts2019-12-31$1,174,316
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$88,577,667
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$88,577,667
Contract administrator fees2019-12-31$1,195
Contract administrator fees2019-12-31$1,195
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31MITCHELL & TITUS, LLP
Accountancy firm name2019-12-31MITCHELL & TITUS, LLP
Accountancy firm EIN2019-12-31132781641
Accountancy firm EIN2019-12-31132781641
2018 : ARGONNE NATIONAL LABORATORY 403(B) EMPLOYEE RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$45
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$35
Total income from all sources (including contributions)2018-12-31$-720,462
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$94,478,521
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$94,284,894
Expenses. Certain deemed distributions of participant loans2018-12-31$13,537
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$37,589,340
Value of total assets at end of year2018-12-31$1,291,333,915
Value of total assets at beginning of year2018-12-31$1,386,532,888
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$180,090
Total interest from all sources2018-12-31$18,631,411
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$17,845,131
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$17,845,131
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$5,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$32,419,533
Participant contributions at end of year2018-12-31$3,087,417
Participant contributions at beginning of year2018-12-31$3,250,905
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$5,169,807
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$45
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$35
Administrative expenses (other) incurred2018-12-31$179,562
Total non interest bearing cash at end of year2018-12-31$1,320
Total non interest bearing cash at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-95,198,983
Value of net assets at end of year (total assets less liabilities)2018-12-31$1,291,333,870
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$1,386,532,853
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$803,647,321
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$892,922,971
Value of interest in pooled separate accounts at end of year2018-12-31$21,489,475
Value of interest in pooled separate accounts at beginning of year2018-12-31$22,499,102
Interest on participant loans2018-12-31$155,011
Interest earned on other investments2018-12-31$18,209,360
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$18,989,353
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$18,096,635
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$18,096,635
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$267,040
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$444,119,029
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$449,763,275
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$6,688,498
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-75,816,221
Net investment gain/loss from pooled separate accounts2018-12-31$1,029,877
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$87,596,396
Contract administrator fees2018-12-31$528
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31MITCHELL & TITUS, LLP
Accountancy firm EIN2018-12-31132781641
2017 : ARGONNE NATIONAL LABORATORY 403(B) EMPLOYEE RETIREMENT PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$808
Total unrealized appreciation/depreciation of assets2017-12-31$808
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$35
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$49
Total income from all sources (including contributions)2017-12-31$198,090,264
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$87,928,314
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$87,695,142
Expenses. Certain deemed distributions of participant loans2017-12-31$14,052
Value of total corrective distributions2017-12-31$12,317
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$35,505,621
Value of total assets at end of year2017-12-31$1,386,532,888
Value of total assets at beginning of year2017-12-31$1,276,370,952
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$206,803
Total interest from all sources2017-12-31$18,192,054
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$14,149,604
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$14,149,604
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$5,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$30,939,336
Participant contributions at end of year2017-12-31$3,250,905
Participant contributions at beginning of year2017-12-31$2,829,418
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$4,566,285
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$35
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$49
Other income not declared elsewhere2017-12-31$54,409
Administrative expenses (other) incurred2017-12-31$205,900
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$110,161,950
Value of net assets at end of year (total assets less liabilities)2017-12-31$1,386,532,853
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$1,276,370,903
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$892,922,971
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$782,139,181
Value of interest in pooled separate accounts at end of year2017-12-31$22,499,102
Value of interest in pooled separate accounts at beginning of year2017-12-31$23,162,101
Interest on participant loans2017-12-31$137,112
Interest earned on other investments2017-12-31$17,946,436
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$18,096,635
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$17,495,256
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$17,495,256
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$108,506
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$449,763,275
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$450,744,996
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$4,739,234
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$129,201,703
Net investment gain/loss from pooled separate accounts2017-12-31$986,065
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$82,955,908
Contract administrator fees2017-12-31$903
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31WASHINGTON, PITTMAN & MCKEEVER, LLC
Accountancy firm EIN2017-12-31364189747
2016 : ARGONNE NATIONAL LABORATORY 403(B) EMPLOYEE RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$49
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$44
Total income from all sources (including contributions)2016-12-31$113,430,054
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$82,290,310
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$81,921,779
Expenses. Certain deemed distributions of participant loans2016-12-31$4,318
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$32,768,530
Value of total assets at end of year2016-12-31$1,276,370,952
Value of total assets at beginning of year2016-12-31$1,245,231,203
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$364,213
Total interest from all sources2016-12-31$19,588,280
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$11,773,397
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$11,773,397
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$5,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$28,257,840
Participant contributions at end of year2016-12-31$2,829,418
Participant contributions at beginning of year2016-12-31$2,729,250
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$4,510,690
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$49
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$44
Other income not declared elsewhere2016-12-31$484,883
Administrative expenses (other) incurred2016-12-31$229,248
Total non interest bearing cash at end of year2016-12-31$0
Total non interest bearing cash at beginning of year2016-12-31$184,245
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$31,139,744
Value of net assets at end of year (total assets less liabilities)2016-12-31$1,276,370,903
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$1,245,231,159
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$782,139,181
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$742,958,905
Value of interest in pooled separate accounts at end of year2016-12-31$23,162,101
Value of interest in pooled separate accounts at beginning of year2016-12-31$22,623,441
Interest on participant loans2016-12-31$117,273
Interest earned on other investments2016-12-31$19,453,941
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$17,495,256
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$28,024,824
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$28,024,824
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$17,066
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$450,744,996
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$448,710,538
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$2,241,426
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$47,644,282
Net investment gain/loss from pooled separate accounts2016-12-31$1,170,682
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$79,680,353
Contract administrator fees2016-12-31$134,965
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31WASHINGTON, PITTMAN & MCKEEVER, LLC
Accountancy firm EIN2016-12-31364189747
2015 : ARGONNE NATIONAL LABORATORY 403(B) EMPLOYEE RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$44
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$-144
Total income from all sources (including contributions)2015-12-31$49,192,244
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$86,196,695
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$85,928,540
Expenses. Certain deemed distributions of participant loans2015-12-31$-717
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$32,666,245
Value of total assets at end of year2015-12-31$1,245,231,203
Value of total assets at beginning of year2015-12-31$1,282,235,466
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$268,872
Total interest from all sources2015-12-31$17,554,315
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$10,446,565
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$10,446,565
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$5,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$29,372,205
Participant contributions at end of year2015-12-31$2,729,250
Participant contributions at beginning of year2015-12-31$2,308,346
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$3,294,040
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$44
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$-144
Other income not declared elsewhere2015-12-31$1,028,270
Administrative expenses (other) incurred2015-12-31$247,904
Total non interest bearing cash at end of year2015-12-31$184,245
Total non interest bearing cash at beginning of year2015-12-31$169,161
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-37,004,451
Value of net assets at end of year (total assets less liabilities)2015-12-31$1,245,231,159
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$1,282,235,610
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$742,958,905
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$771,415,379
Value of interest in pooled separate accounts at end of year2015-12-31$22,623,441
Value of interest in pooled separate accounts at beginning of year2015-12-31$21,691,108
Interest on participant loans2015-12-31$113,867
Interest earned on other investments2015-12-31$17,438,835
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$28,024,824
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$30,905,181
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$30,905,181
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$1,613
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$448,710,538
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$455,746,291
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$3,400,269
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-14,237,829
Net investment gain/loss from pooled separate accounts2015-12-31$1,734,678
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$82,528,271
Contract administrator fees2015-12-31$20,968
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31WASHINGTON, PITTMAN & MCKEEVER, LLC
Accountancy firm EIN2015-12-31364189747
2014 : ARGONNE NATIONAL LABORATORY 403(B) EMPLOYEE RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$-144
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$107,380,145
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$106,105,932
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$105,674,755
Expenses. Certain deemed distributions of participant loans2014-12-31$67,787
Value of total corrective distributions2014-12-31$6,108
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$32,523,124
Value of total assets at end of year2014-12-31$1,282,235,466
Value of total assets at beginning of year2014-12-31$1,280,961,397
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$357,282
Total interest from all sources2014-12-31$18,515,041
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$14,665,877
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$14,665,877
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$5,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$28,415,927
Participant contributions at end of year2014-12-31$2,308,346
Participant contributions at beginning of year2014-12-31$1,867,239
Assets. Other investments not covered elsewhere at end of year2014-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$4,107,197
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$-144
Other income not declared elsewhere2014-12-31$1,079,017
Administrative expenses (other) incurred2014-12-31$246,262
Total non interest bearing cash at end of year2014-12-31$169,161
Total non interest bearing cash at beginning of year2014-12-31$229,218
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$1,274,213
Value of net assets at end of year (total assets less liabilities)2014-12-31$1,282,235,610
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$1,280,961,397
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$771,415,379
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$759,881,200
Value of interest in pooled separate accounts at end of year2014-12-31$21,691,108
Value of interest in pooled separate accounts at beginning of year2014-12-31$21,244,520
Interest on participant loans2014-12-31$91,397
Interest earned on other investments2014-12-31$18,419,484
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$30,905,181
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$36,086,923
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$36,086,923
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$4,160
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$455,746,291
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$461,652,297
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$5,221,685
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$38,085,142
Net investment gain/loss from pooled separate accounts2014-12-31$2,511,944
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$100,453,070
Contract administrator fees2014-12-31$111,020
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31WASHINGTON, PITTMAN & MCKEEVER, LLC
Accountancy firm EIN2014-12-31364189747
2013 : ARGONNE NATIONAL LABORATORY 403(B) EMPLOYEE RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$207,962,107
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$155,984,415
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$155,851,019
Expenses. Certain deemed distributions of participant loans2013-12-31$37,091
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$40,138,283
Value of total assets at end of year2013-12-31$1,280,961,397
Value of total assets at beginning of year2013-12-31$1,228,983,705
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$96,305
Total interest from all sources2013-12-31$18,235,938
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$11,942,379
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$11,942,379
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$5,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$28,334,469
Participant contributions at end of year2013-12-31$1,867,239
Participant contributions at beginning of year2013-12-31$758,017
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$11,803,814
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-12-31$62,900
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$78,737,947
Other income not declared elsewhere2013-12-31$3,090,421
Total non interest bearing cash at end of year2013-12-31$229,218
Total non interest bearing cash at beginning of year2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$51,977,692
Value of net assets at end of year (total assets less liabilities)2013-12-31$1,280,961,397
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$1,228,983,705
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$759,881,200
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$651,131,322
Value of interest in pooled separate accounts at end of year2013-12-31$21,244,520
Value of interest in pooled separate accounts at beginning of year2013-12-31$22,285,419
Interest on participant loans2013-12-31$65,009
Interest earned on other investments2013-12-31$18,167,342
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$36,086,923
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$46,656,581
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$46,656,581
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$3,587
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$461,652,297
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$429,414,419
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$3,950,917
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$132,481,862
Net investment gain/loss from pooled separate accounts2013-12-31$2,073,224
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$151,837,202
Contract administrator fees2013-12-31$96,305
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31WASHINGTON, PITTMAN & MCKEEVER, LLC
Accountancy firm EIN2013-12-31364189747
2012 : ARGONNE NATIONAL LABORATORY 403(B) EMPLOYEE RETIREMENT PLAN 2012 401k financial data
Total transfer of assets to this plan2012-12-31$80,117,247
Total transfer of assets from this plan2012-12-31$2,163,467
Total income from all sources (including contributions)2012-12-31$133,598,213
Total of all expenses incurred2012-12-31$66,384,989
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$66,301,841
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$25,708,626
Value of total assets at end of year2012-12-31$1,228,983,705
Value of total assets at beginning of year2012-12-31$1,083,816,701
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$83,148
Total interest from all sources2012-12-31$17,085,199
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$9,018,972
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$9,018,972
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$5,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$21,352,767
Participant contributions at end of year2012-12-31$758,017
Participant contributions at beginning of year2012-12-31$853,452
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$4,355,859
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-12-31$25
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$78,737,947
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$693,937,622
Other income not declared elsewhere2012-12-31$492,795
Administrative expenses (other) incurred2012-12-31$83,023
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$67,213,224
Value of net assets at end of year (total assets less liabilities)2012-12-31$1,228,983,705
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$1,083,816,701
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$651,131,322
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$296,789,978
Value of interest in pooled separate accounts at end of year2012-12-31$22,285,419
Value of interest in pooled separate accounts at beginning of year2012-12-31$3,248,758
Interest on participant loans2012-12-31$36,344
Interest earned on other investments2012-12-31$17,042,388
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$46,656,581
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$29,687,943
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$29,687,943
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$6,467
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$429,414,419
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$59,298,948
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$3,083,816
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$79,240,496
Net investment gain/loss from pooled separate accounts2012-12-31$2,052,125
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$63,218,000
Contract administrator fees2012-12-31$125
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31WASHINGTON, PITTMAN & MCKEEVER, LLC
Accountancy firm EIN2012-12-31364189747
2011 : ARGONNE NATIONAL LABORATORY 403(B) EMPLOYEE RETIREMENT PLAN 2011 401k financial data
Total transfer of assets to this plan2011-12-31$694,735,207
Total transfer of assets from this plan2011-12-31$1,768,660
Total income from all sources (including contributions)2011-12-31$13,822,779
Total of all expenses incurred2011-12-31$32,290,654
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$32,273,641
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$20,657,405
Value of total assets at end of year2011-12-31$1,083,816,701
Value of total assets at beginning of year2011-12-31$409,318,025
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$17,013
Total interest from all sources2011-12-31$2,125,463
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$6,289,489
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$6,289,489
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$5,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$20,136,188
Participant contributions at end of year2011-12-31$853,452
Participant contributions at beginning of year2011-12-31$850,718
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$521,217
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-12-31$21
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$693,937,622
Other income not declared elsewhere2011-12-31$428,714
Administrative expenses (other) incurred2011-12-31$13,342
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-18,467,875
Value of net assets at end of year (total assets less liabilities)2011-12-31$1,083,816,701
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$409,318,025
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$296,789,978
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$321,696,252
Value of interest in pooled separate accounts at end of year2011-12-31$3,248,758
Value of interest in pooled separate accounts at beginning of year2011-12-31$2,805,314
Interest on participant loans2011-12-31$38,724
Interest earned on other investments2011-12-31$2,081,876
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$29,687,943
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$26,545,374
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$26,545,374
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$4,863
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$59,298,948
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$57,420,367
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$1,164,296
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-16,047,101
Net investment gain/loss from pooled separate accounts2011-12-31$368,809
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$31,109,324
Contract administrator fees2011-12-31$3,671
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31WASHINGTON, PITTMAN & MCKEEVER
Accountancy firm EIN2011-12-31364189747
2010 : ARGONNE NATIONAL LABORATORY 403(B) EMPLOYEE RETIREMENT PLAN 2010 401k financial data
Total transfer of assets to this plan2010-12-31$1,188,325
Total transfer of assets from this plan2010-12-31$1,377,215
Total income from all sources (including contributions)2010-12-31$66,351,020
Total of all expenses incurred2010-12-31$27,464,417
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$27,266,621
Expenses. Certain deemed distributions of participant loans2010-12-31$9,651
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$20,577,011
Value of total assets at end of year2010-12-31$409,318,025
Value of total assets at beginning of year2010-12-31$370,621,308
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$188,145
Total interest from all sources2010-12-31$1,951,813
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$4,381,525
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$4,381,525
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$5,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$19,683,027
Participant contributions at end of year2010-12-31$850,718
Participant contributions at beginning of year2010-12-31$545,643
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$893,984
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2010-12-31$10
Other income not declared elsewhere2010-12-31$289,082
Administrative expenses (other) incurred2010-12-31$182,041
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$38,886,603
Value of net assets at end of year (total assets less liabilities)2010-12-31$409,318,025
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$370,621,308
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$321,696,252
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$290,380,480
Value of interest in pooled separate accounts at end of year2010-12-31$2,805,314
Value of interest in pooled separate accounts at beginning of year2010-12-31$2,095,311
Interest on participant loans2010-12-31$34,540
Interest earned on other investments2010-12-31$1,905,440
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$26,545,374
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$27,215,422
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$27,215,422
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$11,833
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$57,420,367
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$50,384,452
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$418,791
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$38,844,912
Net investment gain/loss from pooled separate accounts2010-12-31$306,677
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$26,847,820
Contract administrator fees2010-12-31$6,104
Did the plan have assets held for investment2010-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31WASHINGTON, PITTMAN & MCKEEVER, LLC
Accountancy firm EIN2010-12-31364189747

Form 5500 Responses for ARGONNE NATIONAL LABORATORY 403(B) EMPLOYEE RETIREMENT PLAN

2022: ARGONNE NATIONAL LABORATORY 403(B) EMPLOYEE RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: ARGONNE NATIONAL LABORATORY 403(B) EMPLOYEE RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: ARGONNE NATIONAL LABORATORY 403(B) EMPLOYEE RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: ARGONNE NATIONAL LABORATORY 403(B) EMPLOYEE RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: ARGONNE NATIONAL LABORATORY 403(B) EMPLOYEE RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: ARGONNE NATIONAL LABORATORY 403(B) EMPLOYEE RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: ARGONNE NATIONAL LABORATORY 403(B) EMPLOYEE RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: ARGONNE NATIONAL LABORATORY 403(B) EMPLOYEE RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: ARGONNE NATIONAL LABORATORY 403(B) EMPLOYEE RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: ARGONNE NATIONAL LABORATORY 403(B) EMPLOYEE RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: ARGONNE NATIONAL LABORATORY 403(B) EMPLOYEE RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: ARGONNE NATIONAL LABORATORY 403(B) EMPLOYEE RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: ARGONNE NATIONAL LABORATORY 403(B) EMPLOYEE RETIREMENT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01First time form 5500 has been submittedYes
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: ARGONNE NATIONAL LABORATORY 403(B) EMPLOYEE RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01First time form 5500 has been submittedYes
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract numberPRU GIA
Policy instance 3
Insurance contract or identification numberPRU GIA
Number of Individuals Covered698
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number100283
Policy instance 2
Insurance contract or identification number100283
Number of Individuals Covered2530
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number195100
Policy instance 1
Insurance contract or identification number195100
Number of Individuals Covered33
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract numberPRU GIA
Policy instance 3
Insurance contract or identification numberPRU GIA
Number of Individuals Covered0
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number100283
Policy instance 2
Insurance contract or identification number100283
Number of Individuals Covered2606
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number195100
Policy instance 1
Insurance contract or identification number195100
Number of Individuals Covered38
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract numberPRU GIA
Policy instance 3
Insurance contract or identification numberPRU GIA
Number of Individuals Covered0
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number100283
Policy instance 2
Insurance contract or identification number100283
Number of Individuals Covered2689
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number195100
Policy instance 1
Insurance contract or identification number195100
Number of Individuals Covered74
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number195100
Policy instance 1
Insurance contract or identification number195100
Number of Individuals Covered76
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number100283
Policy instance 2
Insurance contract or identification number100283
Number of Individuals Covered2769
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract numberPRU GIA
Policy instance 3
Insurance contract or identification numberPRU GIA
Number of Individuals Covered0
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract numberPRU GIA
Policy instance 3
Insurance contract or identification numberPRU GIA
Number of Individuals Covered0
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number100283
Policy instance 2
Insurance contract or identification number100283
Number of Individuals Covered2851
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number195100
Policy instance 1
Insurance contract or identification number195100
Number of Individuals Covered79
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number195100
Policy instance 1
Insurance contract or identification number195100
Number of Individuals Covered83
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract numberPRU GIA
Policy instance 3
Insurance contract or identification numberPRU GIA
Number of Individuals Covered0
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number100283
Policy instance 2
Insurance contract or identification number100283
Number of Individuals Covered2942
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number100283
Policy instance 2
Insurance contract or identification number100283
Number of Individuals Covered3114
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract numberPRU GIA
Policy instance 3
Insurance contract or identification numberPRU GIA
Number of Individuals Covered0
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number195100
Policy instance 1
Insurance contract or identification number195100
Number of Individuals Covered90
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number100283
Policy instance 2
Insurance contract or identification number100283
Number of Individuals Covered3230
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract numberPRU GIA
Policy instance 3
Insurance contract or identification numberPRU GIA
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number195100
Policy instance 1
Insurance contract or identification number195100
Number of Individuals Covered95
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number195100
Policy instance 5
Insurance contract or identification number195100
Number of Individuals Covered102
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract numberGA-005017
Policy instance 6
Insurance contract or identification numberGA-005017
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number100283
Policy instance 4
Insurance contract or identification number100283
Number of Individuals Covered3341
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract numberGA-002964
Policy instance 3
Insurance contract or identification numberGA-002964
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract numberGA-004481
Policy instance 2
Insurance contract or identification numberGA-004481
Insurance policy start date2013-01-01
Insurance policy end date2013-07-01
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract numberPRU GIA
Policy instance 1
Insurance contract or identification numberPRU GIA
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number100283
Policy instance 1
Insurance contract or identification number100283
Number of Individuals Covered1991
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number100287
Policy instance 2
Insurance contract or identification number100287
Number of Individuals Covered2671
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number195100
Policy instance 3
Insurance contract or identification number195100
Number of Individuals Covered86
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number007680
Policy instance 4
Insurance contract or identification number007680
Number of Individuals Covered257
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number195100
Policy instance 3
Insurance contract or identification number195100
Number of Individuals Covered90
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number007680
Policy instance 2
Insurance contract or identification number007680
Number of Individuals Covered222
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of fees paid to insurance companyUSD $4,857
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number100283
Policy instance 1
Insurance contract or identification number100283
Number of Individuals Covered2000
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number007680
Policy instance 2
Insurance contract or identification number007680
Number of Individuals Covered235
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of fees paid to insurance companyUSD $4,543
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number195100
Policy instance 3
Insurance contract or identification number195100
Number of Individuals Covered92
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number100283
Policy instance 1
Insurance contract or identification number100283
Number of Individuals Covered2012
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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