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ARGONNE NATIONAL LABORATORY 401(A) RETIREMENT PLAN 401k Plan overview

Plan NameARGONNE NATIONAL LABORATORY 401(A) RETIREMENT PLAN
Plan identification number 009

ARGONNE NATIONAL LABORATORY 401(A) 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 401(A) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0092022-01-01
0092021-01-01
0092020-01-01
0092019-01-01
0092018-01-01
0092017-01-01JEFFREY C PURNELL
0092016-01-01JEFFREY C PURNELL
0092015-01-01JEFFREY C PURNELL
0092014-01-01JEFFREY C. PURNELL
0092013-01-01JEFFREY PURNELL
0092012-01-01TRACEY ROSSETT BARBARA FATINA2013-10-15
0092011-01-01TRACEY ROSSETT ELIZABETH OCONNOR2012-10-12
0092009-01-01TRACEY ROSSETT ELIZABETH OCONNOR2010-10-15

Plan Statistics for ARGONNE NATIONAL LABORATORY 401(A) RETIREMENT PLAN

401k plan membership statisitcs for ARGONNE NATIONAL LABORATORY 401(A) RETIREMENT PLAN

Measure Date Value
2022: ARGONNE NATIONAL LABORATORY 401(A) RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-014,711
Total number of active participants reported on line 7a of the Form 55002022-01-013,096
Number of retired or separated participants receiving benefits2022-01-01281
Number of other retired or separated participants entitled to future benefits2022-01-011,397
Total of all active and inactive participants2022-01-014,774
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0128
Total participants2022-01-014,802
Number of participants with account balances2022-01-014,755
2021: ARGONNE NATIONAL LABORATORY 401(A) RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-014,616
Total number of active participants reported on line 7a of the Form 55002021-01-013,058
Number of retired or separated participants receiving benefits2021-01-01269
Number of other retired or separated participants entitled to future benefits2021-01-011,356
Total of all active and inactive participants2021-01-014,683
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0128
Total participants2021-01-014,711
Number of participants with account balances2021-01-014,644
2020: ARGONNE NATIONAL LABORATORY 401(A) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-014,454
Total number of active participants reported on line 7a of the Form 55002020-01-013,043
Number of retired or separated participants receiving benefits2020-01-01187
Number of other retired or separated participants entitled to future benefits2020-01-011,358
Total of all active and inactive participants2020-01-014,588
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0128
Total participants2020-01-014,616
Number of participants with account balances2020-01-014,556
2019: ARGONNE NATIONAL LABORATORY 401(A) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-014,357
Total number of active participants reported on line 7a of the Form 55002019-01-012,899
Number of retired or separated participants receiving benefits2019-01-01237
Number of other retired or separated participants entitled to future benefits2019-01-011,299
Total of all active and inactive participants2019-01-014,435
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0119
Total participants2019-01-014,454
Number of participants with account balances2019-01-014,396
2018: ARGONNE NATIONAL LABORATORY 401(A) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-014,618
Total number of active participants reported on line 7a of the Form 55002018-01-012,799
Number of retired or separated participants receiving benefits2018-01-01249
Number of other retired or separated participants entitled to future benefits2018-01-011,291
Total of all active and inactive participants2018-01-014,339
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0118
Total participants2018-01-014,357
Number of participants with account balances2018-01-014,303
2017: ARGONNE NATIONAL LABORATORY 401(A) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-014,589
Total number of active participants reported on line 7a of the Form 55002017-01-013,116
Number of retired or separated participants receiving benefits2017-01-01233
Number of other retired or separated participants entitled to future benefits2017-01-011,249
Total of all active and inactive participants2017-01-014,598
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0120
Total participants2017-01-014,618
Number of participants with account balances2017-01-014,316
2016: ARGONNE NATIONAL LABORATORY 401(A) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-014,715
Total number of active participants reported on line 7a of the Form 55002016-01-013,093
Number of retired or separated participants receiving benefits2016-01-01223
Number of other retired or separated participants entitled to future benefits2016-01-011,249
Total of all active and inactive participants2016-01-014,565
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0124
Total participants2016-01-014,589
Number of participants with account balances2016-01-014,280
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: ARGONNE NATIONAL LABORATORY 401(A) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-015,116
Total number of active participants reported on line 7a of the Form 55002015-01-013,126
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-011,556
Total of all active and inactive participants2015-01-014,682
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0133
Total participants2015-01-014,715
Number of participants with account balances2015-01-014,405
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: ARGONNE NATIONAL LABORATORY 401(A) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-015,345
Total number of active participants reported on line 7a of the Form 55002014-01-013,521
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-011,558
Total of all active and inactive participants2014-01-015,079
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0137
Total participants2014-01-015,116
Number of participants with account balances2014-01-014,532
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: ARGONNE NATIONAL LABORATORY 401(A) RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-012,159
Total number of active participants reported on line 7a of the Form 55002013-01-013,324
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-012,016
Total of all active and inactive participants2013-01-015,340
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-015
Total participants2013-01-015,345
Number of participants with account balances2013-01-015,345
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: ARGONNE NATIONAL LABORATORY 401(A) RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-012,148
Total number of active participants reported on line 7a of the Form 55002012-01-012,159
Total of all active and inactive participants2012-01-012,159
Total participants2012-01-012,159
2011: ARGONNE NATIONAL LABORATORY 401(A) RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-012,146
Total number of active participants reported on line 7a of the Form 55002011-01-012,148
Total of all active and inactive participants2011-01-012,148
Total participants2011-01-012,148
2009: ARGONNE NATIONAL LABORATORY 401(A) RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-012,286
Total number of active participants reported on line 7a of the Form 55002009-01-012,090
Total of all active and inactive participants2009-01-012,090
Total participants2009-01-012,090

Financial Data on ARGONNE NATIONAL LABORATORY 401(A) RETIREMENT PLAN

Measure Date Value
2022 : ARGONNE NATIONAL LABORATORY 401(A) 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$0
Total income from all sources (including contributions)2022-12-31$-98,241,215
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$47,263,804
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$47,364,292
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$34,721,361
Value of total assets at end of year2022-12-31$823,809,106
Value of total assets at beginning of year2022-12-31$969,314,125
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$-100,488
Total interest from all sources2022-12-31$4,117,707
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$8,184,133
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$8,184,133
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$5,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Administrative expenses (other) incurred2022-12-31$-100,985
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$-145,505,019
Value of net assets at end of year (total assets less liabilities)2022-12-31$823,809,106
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$969,314,125
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$279,373,451
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$357,539,717
Value of interest in pooled separate accounts at end of year2022-12-31$5,441,287
Value of interest in pooled separate accounts at beginning of year2022-12-31$5,110,824
Interest earned on other investments2022-12-31$3,892,588
Value of interest in common/collective trusts at end of year2022-12-31$368,438,183
Value of interest in common/collective trusts at beginning of year2022-12-31$435,439,793
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$18,165,453
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$14,026,897
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$14,026,897
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$225,119
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$152,390,732
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$154,731,004
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$1,405,027
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-76,050,616
Net investment gain/loss from pooled separate accounts2022-12-31$433,281
Net investment gain or loss from common/collective trusts2022-12-31$-69,647,081
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$34,721,361
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$2,465,890
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$45,959,265
Contract administrator fees2022-12-31$497
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 401(A) 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$0
Total income from all sources (including contributions)2021-12-31$144,976,132
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$60,826,921
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$60,826,152
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$33,026,569
Value of total assets at end of year2021-12-31$969,314,125
Value of total assets at beginning of year2021-12-31$885,164,914
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$769
Total interest from all sources2021-12-31$6,891,323
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$25,498,338
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$25,498,338
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
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$84,149,211
Value of net assets at end of year (total assets less liabilities)2021-12-31$969,314,125
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$885,164,914
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$357,539,717
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$311,677,583
Value of interest in pooled separate accounts at end of year2021-12-31$5,110,824
Value of interest in pooled separate accounts at beginning of year2021-12-31$4,541,561
Interest earned on other investments2021-12-31$6,889,661
Value of interest in common/collective trusts at end of year2021-12-31$435,439,793
Value of interest in common/collective trusts at beginning of year2021-12-31$388,770,649
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$14,026,897
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$16,469,627
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$16,469,627
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$1,662
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$154,731,004
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$161,317,244
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$1,871,516
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$32,792,643
Net investment gain/loss from pooled separate accounts2021-12-31$788,647
Net investment gain or loss from common/collective trusts2021-12-31$45,978,612
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
Contributions received in cash from employer2021-12-31$33,026,569
Employer contributions (assets) at end of year2021-12-31$2,465,890
Employer contributions (assets) at beginning of year2021-12-31$2,388,250
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$58,954,636
Contract administrator fees2021-12-31$769
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 401(A) 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$134,907,640
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$41,056,155
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$41,054,590
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$33,544,161
Value of total assets at end of year2020-12-31$885,164,914
Value of total assets at beginning of year2020-12-31$791,313,429
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$1,565
Total interest from all sources2020-12-31$6,865,770
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$6,331,214
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$6,331,214
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
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$93,851,485
Value of net assets at end of year (total assets less liabilities)2020-12-31$885,164,914
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$791,313,429
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$311,677,583
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$283,632,364
Value of interest in pooled separate accounts at end of year2020-12-31$4,541,561
Value of interest in pooled separate accounts at beginning of year2020-12-31$5,256,193
Interest earned on other investments2020-12-31$6,831,850
Value of interest in common/collective trusts at end of year2020-12-31$388,770,649
Value of interest in common/collective trusts at beginning of year2020-12-31$333,601,327
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$16,469,627
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$11,292,357
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$11,292,357
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$33,920
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$161,317,244
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$157,420,689
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$611,157
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$40,937,437
Net investment gain/loss from pooled separate accounts2020-12-31$-43,461
Net investment gain or loss from common/collective trusts2020-12-31$47,272,519
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
Contributions received in cash from employer2020-12-31$33,544,161
Employer contributions (assets) at end of year2020-12-31$2,388,250
Employer contributions (assets) at beginning of year2020-12-31$110,499
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$40,443,433
Contract administrator fees2020-12-31$1,565
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 401(A) 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$151,856,899
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$43,884,545
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$43,878,879
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$29,422,998
Value of total assets at end of year2019-12-31$791,313,429
Value of total assets at beginning of year2019-12-31$683,341,075
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$5,666
Total interest from all sources2019-12-31$7,388,154
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$7,339,912
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$7,339,912
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$5,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
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$107,972,354
Value of net assets at end of year (total assets less liabilities)2019-12-31$791,313,429
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$683,341,075
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$283,632,364
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$236,781,811
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$236,781,811
Value of interest in pooled separate accounts at end of year2019-12-31$5,256,193
Value of interest in pooled separate accounts at beginning of year2019-12-31$4,888,496
Value of interest in pooled separate accounts at beginning of year2019-12-31$4,888,496
Interest earned on other investments2019-12-31$7,181,116
Value of interest in common/collective trusts at end of year2019-12-31$333,601,327
Value of interest in common/collective trusts at beginning of year2019-12-31$264,823,214
Value of interest in common/collective trusts at beginning of year2019-12-31$264,823,214
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$11,292,357
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$10,907,602
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$10,907,602
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$10,907,602
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$10,907,602
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$207,038
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$157,420,689
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$165,939,952
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$165,939,952
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$2,336,698
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$51,581,158
Net investment gain/loss from pooled separate accounts2019-12-31$270,449
Net investment gain or loss from common/collective trusts2019-12-31$55,854,228
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$29,422,998
Employer contributions (assets) at end of year2019-12-31$110,499
Employer contributions (assets) at beginning of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$41,542,181
Contract administrator fees2019-12-31$5,666
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31MITCHELL & TITUS, LLP
Accountancy firm EIN2019-12-31132781641
2018 : ARGONNE NATIONAL LABORATORY 401(A) 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$209,977
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$39,629,142
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$39,629,061
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$28,039,768
Value of total assets at end of year2018-12-31$683,341,075
Value of total assets at beginning of year2018-12-31$722,760,240
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$81
Total interest from all sources2018-12-31$5,358,306
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$7,488,833
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$7,488,833
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
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-39,419,165
Value of net assets at end of year (total assets less liabilities)2018-12-31$683,341,075
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$722,760,240
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$236,781,811
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$266,265,466
Value of interest in pooled separate accounts at end of year2018-12-31$4,888,496
Value of interest in pooled separate accounts at beginning of year2018-12-31$4,737,087
Interest earned on other investments2018-12-31$5,208,889
Value of interest in common/collective trusts at end of year2018-12-31$264,823,214
Value of interest in common/collective trusts at beginning of year2018-12-31$282,750,642
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$10,907,602
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$9,740,354
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$9,740,354
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$149,417
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$165,939,952
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$159,266,691
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$2,673,748
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-24,933,979
Net investment gain/loss from pooled separate accounts2018-12-31$224,636
Net investment gain or loss from common/collective trusts2018-12-31$-15,967,587
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
Contributions received in cash from employer2018-12-31$28,039,768
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$36,955,313
Contract administrator fees2018-12-31$81
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 401(A) RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$117,404,521
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$35,862,563
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$35,861,045
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$27,471,829
Value of total assets at end of year2017-12-31$722,760,240
Value of total assets at beginning of year2017-12-31$641,218,282
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$1,518
Total interest from all sources2017-12-31$7,185,841
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$5,687,339
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$5,687,339
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
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$0
Other income not declared elsewhere2017-12-31$11,542
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$81,541,958
Value of net assets at end of year (total assets less liabilities)2017-12-31$722,760,240
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$641,218,282
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$266,265,466
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$226,436,589
Value of interest in pooled separate accounts at end of year2017-12-31$4,737,087
Value of interest in pooled separate accounts at beginning of year2017-12-31$4,702,571
Interest earned on other investments2017-12-31$7,126,186
Value of interest in common/collective trusts at end of year2017-12-31$282,750,642
Value of interest in common/collective trusts at beginning of year2017-12-31$238,038,499
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$9,740,354
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$10,528,771
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$10,528,771
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$59,655
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$159,266,691
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$161,511,852
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$1,796,297
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$36,521,724
Net investment gain/loss from pooled separate accounts2017-12-31$202,728
Net investment gain or loss from common/collective trusts2017-12-31$40,323,518
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
Contributions received in cash from employer2017-12-31$27,471,829
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$34,064,748
Contract administrator fees2017-12-31$1,518
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 401(A) 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$65,206,748
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$34,236,037
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$34,189,807
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$24,893,986
Value of total assets at end of year2016-12-31$641,218,282
Value of total assets at beginning of year2016-12-31$610,247,571
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$46,230
Total interest from all sources2016-12-31$6,380,779
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$4,627,217
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$4,627,217
Administrative expenses professional fees incurred2016-12-31$0
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
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$0
Other income not declared elsewhere2016-12-31$164,666
Administrative expenses (other) incurred2016-12-31$0
Total non interest bearing cash at end of year2016-12-31$0
Total non interest bearing cash at beginning of year2016-12-31$169,581
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$30,970,711
Value of net assets at end of year (total assets less liabilities)2016-12-31$641,218,282
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$610,247,571
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$226,436,589
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$213,172,987
Value of interest in pooled separate accounts at end of year2016-12-31$4,702,571
Value of interest in pooled separate accounts at beginning of year2016-12-31$4,513,169
Interest earned on other investments2016-12-31$6,362,519
Value of interest in common/collective trusts at end of year2016-12-31$238,038,499
Value of interest in common/collective trusts at beginning of year2016-12-31$218,992,048
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$10,528,771
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$12,575,269
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$12,575,269
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$18,260
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$161,511,852
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$160,824,517
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$1,172,074
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$12,206,219
Net investment gain/loss from pooled separate accounts2016-12-31$232,508
Net investment gain or loss from common/collective trusts2016-12-31$16,701,373
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$24,893,986
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$33,017,733
Contract administrator fees2016-12-31$46,230
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$0
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 401(A) 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$47
Total income from all sources (including contributions)2015-12-31$29,495,549
Total loss/gain on sale of assets2015-12-31$-801,268
Total of all expenses incurred2015-12-31$31,240,453
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$31,229,663
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$26,025,228
Value of total assets at end of year2015-12-31$610,247,571
Value of total assets at beginning of year2015-12-31$611,992,522
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$10,790
Total interest from all sources2015-12-31$3,196,115
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$5,583,572
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$5,583,572
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
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$47
Other income not declared elsewhere2015-12-31$3,236,593
Administrative expenses (other) incurred2015-12-31$4,650
Total non interest bearing cash at end of year2015-12-31$169,581
Total non interest bearing cash at beginning of year2015-12-31$165,189
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-1,744,904
Value of net assets at end of year (total assets less liabilities)2015-12-31$610,247,571
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$611,992,475
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$213,172,987
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$214,887,187
Value of interest in pooled separate accounts at end of year2015-12-31$4,513,169
Value of interest in pooled separate accounts at beginning of year2015-12-31$4,647,466
Interest earned on other investments2015-12-31$3,195,011
Value of interest in common/collective trusts at end of year2015-12-31$218,992,048
Value of interest in common/collective trusts at beginning of year2015-12-31$208,656,657
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$12,575,269
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$13,129,049
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$13,129,049
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$1,104
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$160,824,517
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$161,748,335
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$1,456,835
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-6,157,823
Net investment gain/loss from pooled separate accounts2015-12-31$-1,941,219
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
Contributions received in cash from employer2015-12-31$26,025,228
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$29,772,828
Contract administrator fees2015-12-31$6,140
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$8,758,639
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$7,957,371
Aggregate carrying amount (costs) on sale of assets2015-12-31$8,758,639
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31WASHINGTON, PITTMAN & MCKEEVER LLC
Accountancy firm EIN2015-12-31364189747
2014 : ARGONNE NATIONAL LABORATORY 401(A) RETIREMENT PLAN 2014 401k financial data
Unrealized appreciation/depreciation of real estate assets2014-12-31$-170,289
Total unrealized appreciation/depreciation of assets2014-12-31$-170,289
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$47
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$78
Total income from all sources (including contributions)2014-12-31$61,168,667
Total loss/gain on sale of assets2014-12-31$-353,607
Total of all expenses incurred2014-12-31$43,673,329
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$43,679,115
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$25,535,477
Value of total assets at end of year2014-12-31$611,992,522
Value of total assets at beginning of year2014-12-31$594,497,215
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$-5,786
Total interest from all sources2014-12-31$3,329,282
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$6,286,191
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$6,286,191
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
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$2,731
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$47
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$78
Other income not declared elsewhere2014-12-31$3,685,713
Administrative expenses (other) incurred2014-12-31$-44,700
Total non interest bearing cash at end of year2014-12-31$165,189
Total non interest bearing cash at beginning of year2014-12-31$177,007
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$17,495,338
Value of net assets at end of year (total assets less liabilities)2014-12-31$611,992,475
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$594,497,137
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$214,887,187
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$393,045,295
Value of interest in pooled separate accounts at end of year2014-12-31$4,647,466
Value of interest in pooled separate accounts at beginning of year2014-12-31$4,138,029
Interest earned on other investments2014-12-31$3,323,034
Value of interest in common/collective trusts at end of year2014-12-31$208,656,657
Value of interest in common/collective trusts at beginning of year2014-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$13,129,049
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$15,658,322
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$15,658,322
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$6,248
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$161,748,335
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$166,016,617
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$2,257,278
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$12,787,403
Net investment gain/loss from pooled separate accounts2014-12-31$506,315
Net investment gain or loss from common/collective trusts2014-12-31$9,562,182
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$25,532,746
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$41,421,837
Contract administrator fees2014-12-31$38,914
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$8,758,639
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$15,461,945
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$6,179,410
Aggregate carrying amount (costs) on sale of assets2014-12-31$6,533,017
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 401(A) RETIREMENT PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$2,733,853
Total unrealized appreciation/depreciation of assets2013-12-31$2,733,853
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$78
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$119,663,191
Total loss/gain on sale of assets2013-12-31$117,321
Total of all expenses incurred2013-12-31$66,055,332
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$66,020,167
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$25,320,147
Value of total assets at end of year2013-12-31$594,497,215
Value of total assets at beginning of year2013-12-31$540,889,278
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$35,165
Total interest from all sources2013-12-31$4,922,305
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$8,568,201
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$8,403,739
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$0
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$5,089
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-12-31$814,990
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$191,415,292
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$78
Other income not declared elsewhere2013-12-31$3,855,945
Total non interest bearing cash at end of year2013-12-31$177,007
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$53,607,859
Value of net assets at end of year (total assets less liabilities)2013-12-31$594,497,137
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$540,889,278
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$393,045,295
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$251,907,957
Value of interest in pooled separate accounts at end of year2013-12-31$4,138,029
Value of interest in pooled separate accounts at beginning of year2013-12-31$4,488,933
Interest earned on other investments2013-12-31$4,919,331
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$15,658,322
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$17,351,945
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$17,351,945
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$2,974
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$166,016,617
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$75,725,151
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$2,465,597
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$72,384,114
Net investment gain/loss from pooled separate accounts2013-12-31$1,761,305
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$25,315,058
Income. Dividends from common stock2013-12-31$164,462
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$62,739,580
Contract administrator fees2013-12-31$35,165
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$15,461,945
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$0
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$990,504
Aggregate carrying amount (costs) on sale of assets2013-12-31$873,183
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 401(A) RETIREMENT PLAN 2012 401k financial data
Total transfer of assets to this plan2012-12-31$191,837,832
Total transfer of assets from this plan2012-12-31$69,121
Total income from all sources (including contributions)2012-12-31$55,194,741
Total of all expenses incurred2012-12-31$11,992,928
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$11,991,045
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$19,241,003
Value of total assets at end of year2012-12-31$540,889,278
Value of total assets at beginning of year2012-12-31$305,918,754
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$1,883
Total interest from all sources2012-12-31$2,961,529
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$5,130,394
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$5,130,394
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
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$105,484
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$191,415,292
Other income not declared elsewhere2012-12-31$381,668
Administrative expenses (other) incurred2012-12-31$993
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$43,201,813
Value of net assets at end of year (total assets less liabilities)2012-12-31$540,889,278
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$305,918,754
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$251,907,957
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$211,647,063
Value of interest in pooled separate accounts at end of year2012-12-31$4,488,933
Value of interest in pooled separate accounts at beginning of year2012-12-31$3,861,774
Interest earned on other investments2012-12-31$2,961,517
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$17,351,945
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$17,760,149
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$17,760,149
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$12
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$75,725,151
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$72,649,768
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$1,180,749
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$27,080,841
Net investment gain/loss from pooled separate accounts2012-12-31$399,306
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$19,135,519
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$10,810,296
Contract administrator fees2012-12-31$890
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 401(A) RETIREMENT PLAN 2011 401k financial data
Total transfer of assets to this plan2011-12-31$988,971
Total transfer of assets from this plan2011-12-31$550,744
Total income from all sources (including contributions)2011-12-31$15,968,307
Total of all expenses incurred2011-12-31$15,136,862
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$15,127,955
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$19,226,832
Value of total assets at end of year2011-12-31$305,918,754
Value of total assets at beginning of year2011-12-31$304,649,081
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$8,907
Total interest from all sources2011-12-31$2,855,188
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$3,654,535
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$3,654,535
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
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$24,852
Other income not declared elsewhere2011-12-31$209,084
Administrative expenses (other) incurred2011-12-31$4,227
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$831,445
Value of net assets at end of year (total assets less liabilities)2011-12-31$305,918,754
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$304,649,081
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$211,647,063
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$220,230,385
Value of interest in pooled separate accounts at end of year2011-12-31$3,861,774
Value of interest in pooled separate accounts at beginning of year2011-12-31$3,392,377
Interest earned on other investments2011-12-31$2,853,180
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$17,760,149
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$10,936,957
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$10,936,957
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$2,008
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$72,649,768
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$70,089,362
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$1,727,325
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-10,416,256
Net investment gain/loss from pooled separate accounts2011-12-31$438,924
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
Contributions received in cash from employer2011-12-31$19,201,980
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$13,400,630
Contract administrator fees2011-12-31$4,680
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)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31WASHINGTON, PITTMAN & MCKEEVER, LLC
Accountancy firm EIN2011-12-31364189747
2010 : ARGONNE NATIONAL LABORATORY 401(A) RETIREMENT PLAN 2010 401k financial data
Total transfer of assets to this plan2010-12-31$531,460
Total transfer of assets from this plan2010-12-31$245,221
Total income from all sources (including contributions)2010-12-31$50,295,645
Total of all expenses incurred2010-12-31$10,719,823
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$10,714,019
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$18,499,655
Value of total assets at end of year2010-12-31$304,649,081
Value of total assets at beginning of year2010-12-31$264,787,021
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$5,804
Total interest from all sources2010-12-31$2,634,603
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$2,263,477
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$2,263,477
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
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$40,000
Other income not declared elsewhere2010-12-31$0
Administrative expenses (other) incurred2010-12-31$744
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$39,575,822
Value of net assets at end of year (total assets less liabilities)2010-12-31$304,649,081
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$264,787,021
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$220,230,385
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$109,334,386
Value of interest in pooled separate accounts at end of year2010-12-31$3,392,377
Interest earned on other investments2010-12-31$2,629,392
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$10,936,957
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$153,475,746
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$153,475,746
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$5,211
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$70,089,362
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$1,976,889
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$925,457
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$26,519,318
Net investment gain/loss from pooled separate accounts2010-12-31$378,592
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
Contributions received in cash from employer2010-12-31$18,459,655
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$9,788,562
Contract administrator fees2010-12-31$5,060
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 401(A) RETIREMENT PLAN

2022: ARGONNE NATIONAL LABORATORY 401(A) 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 401(A) 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 401(A) 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 401(A) 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 401(A) 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 401(A) 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 401(A) 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 401(A) 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 401(A) 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 401(A) 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 401(A) 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 401(A) 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
2009: ARGONNE NATIONAL LABORATORY 401(A) 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

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number195099+017
Policy instance 2
Insurance contract or identification number195099+017
Number of Individuals Covered17
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 number100285
Policy instance 1
Insurance contract or identification number100285
Number of Individuals Covered1250
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 numberGA-007680A
Policy instance 3
Insurance contract or identification numberGA-007680A
Number of Individuals Covered770
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
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract numberGA-007680A
Policy instance 3
Insurance contract or identification numberGA-007680A
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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number195099+017
Policy instance 2
Insurance contract or identification number195099+017
Number of Individuals Covered19
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 number100285
Policy instance 1
Insurance contract or identification number100285
Number of Individuals Covered1290
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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number100285
Policy instance 1
Insurance contract or identification number100285
Number of Individuals Covered1340
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 number195099+017
Policy instance 2
Insurance contract or identification number195099+017
Number of Individuals Covered22
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
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract numberGA-007680A
Policy instance 3
Insurance contract or identification numberGA-007680A
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
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract numberGA-007680A
Policy instance 3
Insurance contract or identification numberGA-007680A
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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number195099+017
Policy instance 2
Insurance contract or identification number195099+017
Number of Individuals Covered23
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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number100285
Policy instance 1
Insurance contract or identification number100285
Number of Individuals Covered1374
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 numberGA-007680A
Policy instance 3
Insurance contract or identification numberGA-007680A
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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number195099+017
Policy instance 2
Insurance contract or identification number195099+017
Number of Individuals Covered23
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 number100285
Policy instance 1
Insurance contract or identification number100285
Number of Individuals Covered1426
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
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract numberGA-007680A
Policy instance 3
Insurance contract or identification numberGA-007680A
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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number195099+017
Policy instance 2
Insurance contract or identification number195099+017
Number of Individuals Covered24
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 number100285
Policy instance 1
Insurance contract or identification number100285
Number of Individuals Covered1481
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 numberGA-007680A
Policy instance 3
Insurance contract or identification numberGA-007680A
Number of Individuals Covered0
Insurance policy start date2015-01-01
Insurance policy end date2015-07-01
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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 number195099+017
Policy instance 2
Insurance contract or identification number195099+017
Number of Individuals Covered25
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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number100285
Policy instance 1
Insurance contract or identification number100285
Number of Individuals Covered1593
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 number100285
Policy instance 1
Insurance contract or identification number100285
Number of Individuals Covered1648
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 number195099+017
Policy instance 2
Insurance contract or identification number195099+017
Number of Individuals Covered25
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
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract numberGA-007680A
Policy instance 3
Insurance contract or identification numberGA-007680A
Insurance policy start date2014-01-01
Insurance policy end date2014-07-01
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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number100285
Policy instance 2
Insurance contract or identification number100285
Number of Individuals Covered1722
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-007680
Policy instance 4
Insurance contract or identification numberGA-007680
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 numberGA-004245
Policy instance 3
Insurance contract or identification numberGA-004245
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 $5,027
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
Amount paid for insurance broker fees2420
Additional information about fees paid to insurance brokerSERVICES TO INSURER OR PROVIDER
Insurance broker organization code?3
Insurance broker nameWELLS FARGO ADVISORS LLC
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number195099+017
Policy instance 1
Insurance contract or identification number195099+017
Number of Individuals Covered29
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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number195099
Policy instance 2
Insurance contract or identification number195099
Number of Individuals Covered31
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 3
Insurance contract or identification number007680
Number of Individuals Covered234
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of fees paid to insurance companyUSD $5,774
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
Amount paid for insurance broker fees5774
Additional information about fees paid to insurance brokerSERVICES TO INSURER OR PLAN
Insurance broker nameWELLS FARGO WEALTH BROKGE INS AGCY
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number100285
Policy instance 1
Insurance contract or identification number100285
Number of Individuals Covered1894
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 number195099
Policy instance 3
Insurance contract or identification number195099
Number of Individuals Covered32
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 number100285
Policy instance 1
Insurance contract or identification number100285
Number of Individuals Covered1894
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

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