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AMERICAN INCOME LIFE INSURANCE COMPANY COLLECTIVE BARGAINING AGREEMENT EMPLOYEES PENSION PLAN 401k Plan overview

Plan NameAMERICAN INCOME LIFE INSURANCE COMPANY COLLECTIVE BARGAINING AGREEMENT EMPLOYEES PENSION PLAN
Plan identification number 002

AMERICAN INCOME LIFE INSURANCE COMPANY COLLECTIVE BARGAINING AGREEMENT EMPLOYEES PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily flat dollar (includes dollars per year of service)
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

AMERICAN INCOME LIFE INSURANCE CO has sponsored the creation of one or more 401k plans.

Company Name:AMERICAN INCOME LIFE INSURANCE CO
Employer identification number (EIN):741365936
NAIC Classification:524140

Form 5500 Filing Information

Submission information for form 5500 for 401k plan AMERICAN INCOME LIFE INSURANCE COMPANY COLLECTIVE BARGAINING AGREEMENT EMPLOYEES PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01SHAWN JETT
0022016-01-01MICHELE CRAVEN CORY NEWMAN2017-10-11
0022015-01-01MICHELE C. CRAVEN CORY NEWMAN2016-10-13
0022014-01-01CORY NEWMAN CHRISTOPHER GRAVES2015-10-13
0022013-01-01JENNY BOWDEN CORY NEWMAN2014-10-14
0022012-01-01JENNY BOWDEN CORY NEWMAN2013-10-15
0022011-01-01DARYL MARTIN CORY NEWMAN2012-10-05
0022010-01-01DARYL MARTIN CORY NEWMAN2011-10-12
0022009-01-01DARYL MARTIN CORY NEWMAN2010-10-14

Plan Statistics for AMERICAN INCOME LIFE INSURANCE COMPANY COLLECTIVE BARGAINING AGREEMENT EMPLOYEES PENSION PLAN

401k plan membership statisitcs for AMERICAN INCOME LIFE INSURANCE COMPANY COLLECTIVE BARGAINING AGREEMENT EMPLOYEES PENSION PLAN

Measure Date Value
2022: AMERICAN INCOME LIFE INSURANCE COMPANY COLLECTIVE BARGAINING AGREEMENT EMPLOYEES PENSION PLAN 2022 401k membership
Market value of plan assets2022-12-3143,054,741
Acturial value of plan assets2022-12-3143,054,741
Funding target for retired participants and beneficiaries receiving payment2022-12-319,834,909
Number of terminated vested participants2022-12-31365
Fundng target for terminated vested participants2022-12-316,386,940
Active participant vested funding target2022-12-3116,071,979
Number of active participants2022-12-31516
Total funding liabilities for active participants2022-12-3118,766,936
Total participant count2022-12-31994
Total funding target for all participants2022-12-3134,988,785
Balance at beginning of prior year after applicable adjustments2022-12-310
Prefunding balance at beginning of prior year after applicable adjustments2022-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2022-12-310
Prefunding balanced used to offset prior years funding requirement2022-12-310
Amount remaining of carryover balance2022-12-310
Amount remaining of prefunding balance2022-12-310
Present value of excess contributions2022-12-317,857,761
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-318,311,940
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-12-310
Reductions in caryover balances due to elections or deemed elections2022-12-310
Reductions in prefunding balances due to elections or deemed elections2022-12-310
Balance of carryovers at beginning of current year2022-12-310
Balance of prefunding at beginning of current year2022-12-310
Total employer contributions2022-12-310
Total employee contributions2022-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2022-12-310
Contributions made to avoid restrictions adjusted to valuation date2022-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-12-310
Unpaid minimum required contributions for all prior years2022-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-12-310
Remaining amount of unpaid minimum required contributions2022-12-310
Minimum required contributions for current year target normal cost2022-12-311,627,911
Net shortfall amortization installment of oustanding balance2022-12-310
Waiver amortization installment2022-12-310
Total funding amount beforereflecting carryover/prefunding balances2022-12-310
Carryover balance elected to use to offset funding requirement2022-12-310
Prefunding balance elected to use to offset funding requirement2022-12-310
Additional cash requirement2022-12-310
Contributions allocatedtoward minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
Total participants, beginning-of-year2022-01-01994
Total number of active participants reported on line 7a of the Form 55002022-01-01495
Number of retired or separated participants receiving benefits2022-01-01115
Number of other retired or separated participants entitled to future benefits2022-01-01381
Total of all active and inactive participants2022-01-01991
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0120
Total participants2022-01-011,011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0132
2021: AMERICAN INCOME LIFE INSURANCE COMPANY COLLECTIVE BARGAINING AGREEMENT EMPLOYEES PENSION PLAN 2021 401k membership
Market value of plan assets2021-12-3134,353,861
Acturial value of plan assets2021-12-3134,353,861
Funding target for retired participants and beneficiaries receiving payment2021-12-318,470,444
Number of terminated vested participants2021-12-31350
Fundng target for terminated vested participants2021-12-315,429,841
Active participant vested funding target2021-12-3113,931,291
Number of active participants2021-12-31510
Total funding liabilities for active participants2021-12-3116,489,259
Total participant count2021-12-31961
Total funding target for all participants2021-12-3130,389,544
Balance at beginning of prior year after applicable adjustments2021-12-310
Prefunding balance at beginning of prior year after applicable adjustments2021-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-310
Prefunding balanced used to offset prior years funding requirement2021-12-310
Amount remaining of carryover balance2021-12-310
Amount remaining of prefunding balance2021-12-310
Present value of excess contributions2021-12-312,985,571
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-313,152,763
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-310
Reductions in caryover balances due to elections or deemed elections2021-12-310
Reductions in prefunding balances due to elections or deemed elections2021-12-310
Balance of carryovers at beginning of current year2021-12-310
Balance of prefunding at beginning of current year2021-12-310
Total employer contributions2021-12-318,640,000
Total employee contributions2021-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-310
Contributions made to avoid restrictions adjusted to valuation date2021-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-317,857,761
Unpaid minimum required contributions for all prior years2021-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-311,377,918
Net shortfall amortization installment of oustanding balance2021-12-310
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-310
Carryover balance elected to use to offset funding requirement2021-12-310
Prefunding balance elected to use to offset funding requirement2021-12-310
Additional cash requirement2021-12-310
Contributions allocatedtoward minimum required contributions for current year2021-12-317,857,761
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
Total participants, beginning-of-year2021-01-01961
Total number of active participants reported on line 7a of the Form 55002021-01-01479
Number of retired or separated participants receiving benefits2021-01-0198
Number of other retired or separated participants entitled to future benefits2021-01-01357
Total of all active and inactive participants2021-01-01934
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0123
Total participants2021-01-01957
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0133
2020: AMERICAN INCOME LIFE INSURANCE COMPANY COLLECTIVE BARGAINING AGREEMENT EMPLOYEES PENSION PLAN 2020 401k membership
Market value of plan assets2020-12-3129,788,290
Acturial value of plan assets2020-12-3129,788,290
Funding target for retired participants and beneficiaries receiving payment2020-12-317,653,730
Number of terminated vested participants2020-12-31323
Fundng target for terminated vested participants2020-12-315,116,389
Active participant vested funding target2020-12-3114,130,797
Number of active participants2020-12-31503
Total funding liabilities for active participants2020-12-3116,678,032
Total participant count2020-12-31916
Total funding target for all participants2020-12-3129,448,151
Balance at beginning of prior year after applicable adjustments2020-12-310
Prefunding balance at beginning of prior year after applicable adjustments2020-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-310
Prefunding balanced used to offset prior years funding requirement2020-12-310
Amount remaining of carryover balance2020-12-310
Amount remaining of prefunding balance2020-12-310
Present value of excess contributions2020-12-311,428,319
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-311,510,447
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-310
Reductions in caryover balances due to elections or deemed elections2020-12-310
Reductions in prefunding balances due to elections or deemed elections2020-12-310
Balance of carryovers at beginning of current year2020-12-310
Balance of prefunding at beginning of current year2020-12-310
Total employer contributions2020-12-314,400,000
Total employee contributions2020-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-310
Contributions made to avoid restrictions adjusted to valuation date2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-314,010,735
Unpaid minimum required contributions for all prior years2020-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-311,365,303
Net shortfall amortization installment of oustanding balance2020-12-310
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-311,025,164
Carryover balance elected to use to offset funding requirement2020-12-310
Prefunding balance elected to use to offset funding requirement2020-12-310
Additional cash requirement2020-12-311,025,164
Contributions allocatedtoward minimum required contributions for current year2020-12-314,010,735
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
Total participants, beginning-of-year2020-01-01916
Total number of active participants reported on line 7a of the Form 55002020-01-01475
Number of retired or separated participants receiving benefits2020-01-0188
Number of other retired or separated participants entitled to future benefits2020-01-01349
Total of all active and inactive participants2020-01-01912
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0114
Total participants2020-01-01926
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0128
2019: AMERICAN INCOME LIFE INSURANCE COMPANY COLLECTIVE BARGAINING AGREEMENT EMPLOYEES PENSION PLAN 2019 401k membership
Market value of plan assets2019-12-3127,926,902
Acturial value of plan assets2019-12-3127,926,902
Funding target for retired participants and beneficiaries receiving payment2019-12-316,101,164
Number of terminated vested participants2019-12-31321
Fundng target for terminated vested participants2019-12-314,296,645
Active participant vested funding target2019-12-3113,917,660
Number of active participants2019-12-31476
Total funding liabilities for active participants2019-12-3116,305,223
Total participant count2019-12-31883
Total funding target for all participants2019-12-3126,703,032
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-310
Prefunding balanced used to offset prior years funding requirement2019-12-310
Amount remaining of carryover balance2019-12-310
Amount remaining of prefunding balance2019-12-310
Present value of excess contributions2019-12-311,342,788
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-311,422,281
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-310
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-310
Balance of carryovers at beginning of current year2019-12-310
Balance of prefunding at beginning of current year2019-12-310
Total employer contributions2019-12-311,570,000
Total employee contributions2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-311,428,319
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-311,218,568
Net shortfall amortization installment of oustanding balance2019-12-310
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-310
Additional cash requirement2019-12-310
Contributions allocatedtoward minimum required contributions for current year2019-12-311,428,319
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
Total participants, beginning-of-year2019-01-01883
Total number of active participants reported on line 7a of the Form 55002019-01-01467
Number of retired or separated participants receiving benefits2019-01-0182
Number of other retired or separated participants entitled to future benefits2019-01-01321
Total of all active and inactive participants2019-01-01870
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0110
Total participants2019-01-01880
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0134
2018: AMERICAN INCOME LIFE INSURANCE COMPANY COLLECTIVE BARGAINING AGREEMENT EMPLOYEES PENSION PLAN 2018 401k membership
Market value of plan assets2018-12-3125,886,448
Acturial value of plan assets2018-12-3125,886,448
Funding target for retired participants and beneficiaries receiving payment2018-12-314,903,751
Number of terminated vested participants2018-12-31308
Fundng target for terminated vested participants2018-12-313,712,733
Active participant vested funding target2018-12-3111,227,409
Number of active participants2018-12-31440
Total funding liabilities for active participants2018-12-3113,116,410
Total participant count2018-12-31824
Total funding target for all participants2018-12-3121,732,894
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-310
Amount remaining of carryover balance2018-12-310
Amount remaining of prefunding balance2018-12-310
Present value of excess contributions2018-12-314,414,009
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-314,684,146
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-310
Reductions in caryover balances due to elections or deemed elections2018-12-310
Reductions in prefunding balances due to elections or deemed elections2018-12-310
Balance of carryovers at beginning of current year2018-12-310
Balance of prefunding at beginning of current year2018-12-310
Total employer contributions2018-12-311,480,000
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-311,342,788
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-31807,536
Net shortfall amortization installment of oustanding balance2018-12-310
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-310
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-310
Additional cash requirement2018-12-310
Contributions allocatedtoward minimum required contributions for current year2018-12-311,342,788
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-01824
Total number of active participants reported on line 7a of the Form 55002018-01-01426
Number of retired or separated participants receiving benefits2018-01-0177
Number of other retired or separated participants entitled to future benefits2018-01-01321
Total of all active and inactive participants2018-01-01824
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-017
Total participants2018-01-01831
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0129
2017: AMERICAN INCOME LIFE INSURANCE COMPANY COLLECTIVE BARGAINING AGREEMENT EMPLOYEES PENSION PLAN 2017 401k membership
Market value of plan assets2017-12-3120,712,244
Acturial value of plan assets2017-12-3120,712,244
Funding target for retired participants and beneficiaries receiving payment2017-12-314,241,064
Number of terminated vested participants2017-12-31293
Fundng target for terminated vested participants2017-12-313,060,767
Active participant vested funding target2017-12-3110,383,215
Number of active participants2017-12-31431
Total funding liabilities for active participants2017-12-3112,085,316
Total participant count2017-12-31795
Total funding target for all participants2017-12-3119,387,147
Balance at beginning of prior year after applicable adjustments2017-12-3194,363
Prefunding balance at beginning of prior year after applicable adjustments2017-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-310
Amount remaining of carryover balance2017-12-3194,363
Amount remaining of prefunding balance2017-12-310
Present value of excess contributions2017-12-312,216,960
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-312,356,628
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-31641,667
Reductions in caryover balances due to elections or deemed elections2017-12-3198,798
Reductions in prefunding balances due to elections or deemed elections2017-12-31641,667
Balance of carryovers at beginning of current year2017-12-310
Balance of prefunding at beginning of current year2017-12-310
Total employer contributions2017-12-314,875,774
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-314,414,009
Liquidity shortfalls end of Q12017-12-310
Liquidity shortfalls end of Q22017-12-310
Liquidity shortfalls end of Q32017-12-310
Liquidity shortfalls end of Q42017-12-310
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-31755,678
Net shortfall amortization installment of oustanding balance2017-12-310
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-310
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-310
Additional cash requirement2017-12-310
Contributions allocatedtoward minimum required contributions for current year2017-12-314,414,009
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-01795
Total number of active participants reported on line 7a of the Form 55002017-01-01401
Number of retired or separated participants receiving benefits2017-01-0167
Number of other retired or separated participants entitled to future benefits2017-01-01308
Total of all active and inactive participants2017-01-01776
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-019
Total participants2017-01-01785
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0134
2016: AMERICAN INCOME LIFE INSURANCE COMPANY COLLECTIVE BARGAINING AGREEMENT EMPLOYEES PENSION PLAN 2016 401k membership
Market value of plan assets2016-12-3117,083,158
Acturial value of plan assets2016-12-3117,083,158
Funding target for retired participants and beneficiaries receiving payment2016-12-312,863,231
Number of terminated vested participants2016-12-31291
Fundng target for terminated vested participants2016-12-312,812,685
Active participant vested funding target2016-12-3111,238,407
Number of active participants2016-12-31414
Total funding liabilities for active participants2016-12-3111,679,905
Total participant count2016-12-31766
Total funding target for all participants2016-12-3117,355,821
Balance at beginning of prior year after applicable adjustments2016-12-3190,222
Prefunding balance at beginning of prior year after applicable adjustments2016-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Amount remaining of carryover balance2016-12-3190,222
Amount remaining of prefunding balance2016-12-310
Present value of excess contributions2016-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-310
Reductions in caryover balances due to elections or deemed elections2016-12-310
Balance of carryovers at beginning of current year2016-12-3194,363
Balance of prefunding at beginning of current year2016-12-310
Total employer contributions2016-12-313,255,730
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-313,017,723
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-31740,122
Net shortfall amortization installment of oustanding balance2016-12-31367,026
Total funding amount beforereflecting carryover/prefunding balances2016-12-31800,763
Additional cash requirement2016-12-31800,763
Contributions allocatedtoward minimum required contributions for current year2016-12-313,017,723
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-01766
Total number of active participants reported on line 7a of the Form 55002016-01-01398
Number of retired or separated participants receiving benefits2016-01-0162
Number of other retired or separated participants entitled to future benefits2016-01-01293
Total of all active and inactive participants2016-01-01753
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-019
Total participants2016-01-01762
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0135
2015: AMERICAN INCOME LIFE INSURANCE COMPANY COLLECTIVE BARGAINING AGREEMENT EMPLOYEES PENSION PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01728
Total number of active participants reported on line 7a of the Form 55002015-01-01374
Number of retired or separated participants receiving benefits2015-01-0152
Number of other retired or separated participants entitled to future benefits2015-01-01290
Total of all active and inactive participants2015-01-01716
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0110
Total participants2015-01-01726
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0130
2014: AMERICAN INCOME LIFE INSURANCE COMPANY COLLECTIVE BARGAINING AGREEMENT EMPLOYEES PENSION PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01717
Total number of active participants reported on line 7a of the Form 55002014-01-01388
Number of retired or separated participants receiving benefits2014-01-0143
Number of other retired or separated participants entitled to future benefits2014-01-01261
Total of all active and inactive participants2014-01-01692
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-018
Total participants2014-01-01700
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0154
2013: AMERICAN INCOME LIFE INSURANCE COMPANY COLLECTIVE BARGAINING AGREEMENT EMPLOYEES PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01669
Total number of active participants reported on line 7a of the Form 55002013-01-01408
Number of retired or separated participants receiving benefits2013-01-0136
Number of other retired or separated participants entitled to future benefits2013-01-01233
Total of all active and inactive participants2013-01-01677
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-016
Total participants2013-01-01683
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0111
2012: AMERICAN INCOME LIFE INSURANCE COMPANY COLLECTIVE BARGAINING AGREEMENT EMPLOYEES PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01676
Total number of active participants reported on line 7a of the Form 55002012-01-01384
Number of retired or separated participants receiving benefits2012-01-0129
Number of other retired or separated participants entitled to future benefits2012-01-01228
Total of all active and inactive participants2012-01-01641
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-015
Total participants2012-01-01646
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0159
2011: AMERICAN INCOME LIFE INSURANCE COMPANY COLLECTIVE BARGAINING AGREEMENT EMPLOYEES PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01628
Total number of active participants reported on line 7a of the Form 55002011-01-01384
Number of retired or separated participants receiving benefits2011-01-0127
Number of other retired or separated participants entitled to future benefits2011-01-01216
Total of all active and inactive participants2011-01-01627
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-014
Total participants2011-01-01631
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0129
2010: AMERICAN INCOME LIFE INSURANCE COMPANY COLLECTIVE BARGAINING AGREEMENT EMPLOYEES PENSION PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01558
Total number of active participants reported on line 7a of the Form 55002010-01-01353
Number of retired or separated participants receiving benefits2010-01-0128
Number of other retired or separated participants entitled to future benefits2010-01-01201
Total of all active and inactive participants2010-01-01582
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-014
Total participants2010-01-01586
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0134
2009: AMERICAN INCOME LIFE INSURANCE COMPANY COLLECTIVE BARGAINING AGREEMENT EMPLOYEES PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01513
Total number of active participants reported on line 7a of the Form 55002009-01-01278
Number of retired or separated participants receiving benefits2009-01-0129
Number of other retired or separated participants entitled to future benefits2009-01-01193
Total of all active and inactive participants2009-01-01500
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-014
Total participants2009-01-01504
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0119

Financial Data on AMERICAN INCOME LIFE INSURANCE COMPANY COLLECTIVE BARGAINING AGREEMENT EMPLOYEES PENSION PLAN

Measure Date Value
2022 : AMERICAN INCOME LIFE INSURANCE COMPANY COLLECTIVE BARGAINING AGREEMENT EMPLOYEES PENSION 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$1,438,352
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,723,428
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,345,836
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$0
Value of total assets at end of year2022-12-31$43,097,725
Value of total assets at beginning of year2022-12-31$43,382,801
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$377,592
Total interest from all sources2022-12-31$1,438,352
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
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$377,592
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-285,076
Value of net assets at end of year (total assets less liabilities)2022-12-31$43,097,725
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$43,382,801
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
Interest earned on other investments2022-12-31$1,438,352
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$43,097,725
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$34,742,801
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
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$8,640,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,345,836
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 name2022-12-31JAYNES, REITMEIER, BOYD, & THERRELL
Accountancy firm EIN2022-12-31742533381
2021 : AMERICAN INCOME LIFE INSURANCE COMPANY COLLECTIVE BARGAINING AGREEMENT EMPLOYEES PENSION 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$9,935,096
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,070,819
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$777,053
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$8,640,000
Value of total assets at end of year2021-12-31$43,382,801
Value of total assets at beginning of year2021-12-31$34,518,524
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$293,766
Total interest from all sources2021-12-31$1,295,096
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
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
Administrative expenses (other) incurred2021-12-31$293,766
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$8,864,277
Value of net assets at end of year (total assets less liabilities)2021-12-31$43,382,801
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$34,518,524
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
Interest earned on other investments2021-12-31$1,295,096
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$34,742,801
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$30,118,524
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$8,640,000
Employer contributions (assets) at end of year2021-12-31$8,640,000
Employer contributions (assets) at beginning of year2021-12-31$4,400,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$777,053
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 name2021-12-31JAYNES, REITMEIER, BOYD, & THERRELL
Accountancy firm EIN2021-12-31742533381
2020 : AMERICAN INCOME LIFE INSURANCE COMPANY COLLECTIVE BARGAINING AGREEMENT EMPLOYEES PENSION 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$5,618,407
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$956,767
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$702,107
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$4,400,000
Value of total assets at end of year2020-12-31$34,518,524
Value of total assets at beginning of year2020-12-31$29,856,884
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$254,660
Total interest from all sources2020-12-31$1,218,407
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
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
Administrative expenses (other) incurred2020-12-31$254,660
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$4,661,640
Value of net assets at end of year (total assets less liabilities)2020-12-31$34,518,524
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$29,856,884
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
Interest earned on other investments2020-12-31$1,218,407
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$30,118,524
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$28,286,884
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$4,400,000
Employer contributions (assets) at end of year2020-12-31$4,400,000
Employer contributions (assets) at beginning of year2020-12-31$1,570,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$702,107
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 name2020-12-31JAYNES, REITMEIER, BOYD, & THERRELL
Accountancy firm EIN2020-12-31742533381
2019 : AMERICAN INCOME LIFE INSURANCE COMPANY COLLECTIVE BARGAINING AGREEMENT EMPLOYEES PENSION 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$2,719,870
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$847,655
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$632,481
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,570,000
Value of total assets at end of year2019-12-31$29,856,884
Value of total assets at beginning of year2019-12-31$27,984,669
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$215,174
Total interest from all sources2019-12-31$1,149,870
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
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
Administrative expenses (other) incurred2019-12-31$215,174
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$1,872,215
Value of net assets at end of year (total assets less liabilities)2019-12-31$29,856,884
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$27,984,669
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
Interest earned on other investments2019-12-31$1,149,870
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$28,286,884
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$26,504,669
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$1,570,000
Employer contributions (assets) at end of year2019-12-31$1,570,000
Employer contributions (assets) at beginning of year2019-12-31$1,480,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$632,481
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 name2019-12-31JAYNES, REITMEIER, BOYD, & THERRELL
Accountancy firm EIN2019-12-31742533381
2018 : AMERICAN INCOME LIFE INSURANCE COMPANY COLLECTIVE BARGAINING AGREEMENT EMPLOYEES PENSION 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$2,409,989
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$498,586
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$498,586
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,480,000
Value of total assets at end of year2018-12-31$27,984,669
Value of total assets at beginning of year2018-12-31$26,073,266
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$0
Total interest from all sources2018-12-31$929,989
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
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
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$1,911,403
Value of net assets at end of year (total assets less liabilities)2018-12-31$27,984,669
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$26,073,266
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
Interest earned on other investments2018-12-31$929,989
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$26,504,669
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$21,197,492
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$1,480,000
Employer contributions (assets) at end of year2018-12-31$1,480,000
Employer contributions (assets) at beginning of year2018-12-31$4,875,774
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$498,586
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 name2018-12-31JAYNES, REITMEIER, BOYD, & THERRELL
Accountancy firm EIN2018-12-31742533381
2017 : AMERICAN INCOME LIFE INSURANCE COMPANY COLLECTIVE BARGAINING AGREEMENT EMPLOYEES PENSION 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$5,698,156
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$403,305
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$403,305
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$4,875,774
Value of total assets at end of year2017-12-31$26,073,266
Value of total assets at beginning of year2017-12-31$20,778,415
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$0
Total interest from all sources2017-12-31$822,382
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$10,000,000
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
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$5,294,851
Value of net assets at end of year (total assets less liabilities)2017-12-31$26,073,266
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$20,778,415
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
Interest earned on other investments2017-12-31$822,382
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$21,197,492
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$18,992,685
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$4,875,774
Employer contributions (assets) at end of year2017-12-31$4,875,774
Employer contributions (assets) at beginning of year2017-12-31$1,785,730
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$403,305
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 name2017-12-31JAYNES, REITMEIER, BOYD, & THERRELL
Accountancy firm EIN2017-12-31742533381
2016 : AMERICAN INCOME LIFE INSURANCE COMPANY COLLECTIVE BARGAINING AGREEMENT EMPLOYEES PENSION 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$4,067,113
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$371,856
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$371,856
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$3,255,730
Value of total assets at end of year2016-12-31$20,778,415
Value of total assets at beginning of year2016-12-31$17,083,158
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$0
Total interest from all sources2016-12-31$811,383
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$10,000,000
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$1,410
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$3,695,257
Value of net assets at end of year (total assets less liabilities)2016-12-31$20,778,415
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$17,083,158
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
Interest earned on other investments2016-12-31$811,383
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$18,992,685
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$17,081,748
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$3,255,730
Employer contributions (assets) at end of year2016-12-31$1,785,730
Employer contributions (assets) at beginning of year2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$371,856
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 name2016-12-31JAYNES, REITMEIER, BOYD, & THERRELL
Accountancy firm EIN2016-12-31742533381
2015 : AMERICAN INCOME LIFE INSURANCE COMPANY COLLECTIVE BARGAINING AGREEMENT EMPLOYEES PENSION 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$0
Total income from all sources (including contributions)2015-12-31$707,780
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$251,794
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$251,794
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$0
Value of total assets at end of year2015-12-31$17,083,158
Value of total assets at beginning of year2015-12-31$16,627,172
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$0
Total interest from all sources2015-12-31$707,780
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$10,000,000
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$1,410
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$455,986
Value of net assets at end of year (total assets less liabilities)2015-12-31$17,083,158
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$16,627,172
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
Interest earned on other investments2015-12-31$707,780
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$17,081,748
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$15,027,172
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
Employer contributions (assets) at beginning of year2015-12-31$1,600,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$251,794
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31JAYNES, REITMEIER, BOYD, &THERRELL
Accountancy firm EIN2015-12-31742533381
2014 : AMERICAN INCOME LIFE INSURANCE COMPANY COLLECTIVE BARGAINING AGREEMENT EMPLOYEES PENSION PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$2,254,044
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$196,227
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$196,227
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,600,000
Value of total assets at end of year2014-12-31$16,627,172
Value of total assets at beginning of year2014-12-31$14,569,355
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$0
Total interest from all sources2014-12-31$654,044
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$10,000,000
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
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$2,057,817
Value of net assets at end of year (total assets less liabilities)2014-12-31$16,627,172
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$14,569,355
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
Interest earned on other investments2014-12-31$654,044
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$15,027,172
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$13,769,355
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$1,600,000
Employer contributions (assets) at end of year2014-12-31$1,600,000
Employer contributions (assets) at beginning of year2014-12-31$800,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$196,227
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31JAYNES, REITMEIER, BOYD & THERRELL
Accountancy firm EIN2014-12-31742533381
2013 : AMERICAN INCOME LIFE INSURANCE COMPANY COLLECTIVE BARGAINING AGREEMENT EMPLOYEES PENSION PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$1,454,552
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$162,120
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$162,120
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$800,000
Value of total assets at end of year2013-12-31$14,569,355
Value of total assets at beginning of year2013-12-31$13,276,923
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$0
Total interest from all sources2013-12-31$654,552
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$10,000,000
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
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$1,292,432
Value of net assets at end of year (total assets less liabilities)2013-12-31$14,569,355
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$13,276,923
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
Interest earned on other investments2013-12-31$654,552
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$13,769,355
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$13,276,923
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$800,000
Employer contributions (assets) at end of year2013-12-31$800,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$162,120
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31JAYNES, REITMEIER, BOYD & THERRELL
Accountancy firm EIN2013-12-31742533381
2012 : AMERICAN INCOME LIFE INSURANCE COMPANY COLLECTIVE BARGAINING AGREEMENT EMPLOYEES PENSION PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$711,156
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$178,951
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$178,951
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$0
Value of total assets at end of year2012-12-31$13,276,923
Value of total assets at beginning of year2012-12-31$12,744,718
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$0
Total interest from all sources2012-12-31$711,156
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$10,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
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$532,205
Value of net assets at end of year (total assets less liabilities)2012-12-31$13,276,923
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$12,744,718
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
Interest earned on other investments2012-12-31$711,156
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$13,276,923
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$12,744,718
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
Employer contributions (assets) at beginning of year2012-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$178,951
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)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31JAYNES, REITMEIER, BOYD & THERRELL
Accountancy firm EIN2012-12-31742533381
2011 : AMERICAN INCOME LIFE INSURANCE COMPANY COLLECTIVE BARGAINING AGREEMENT EMPLOYEES PENSION PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$1,914,280
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$128,379
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$128,379
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,283,052
Value of total assets at end of year2011-12-31$12,744,718
Value of total assets at beginning of year2011-12-31$10,958,817
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$0
Total interest from all sources2011-12-31$631,228
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$10,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
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$1,785,901
Value of net assets at end of year (total assets less liabilities)2011-12-31$12,744,718
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$10,958,817
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
Interest earned on other investments2011-12-31$631,228
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$12,744,718
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$10,958,817
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$1,283,052
Employer contributions (assets) at end of year2011-12-31$0
Employer contributions (assets) at beginning of year2011-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$128,379
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 plan2011-12-31Unqualified
Accountancy firm name2011-12-31JAYNES, REITMEIER, BOYD & THERRELL
Accountancy firm EIN2011-12-31742533381
2010 : AMERICAN INCOME LIFE INSURANCE COMPANY COLLECTIVE BARGAINING AGREEMENT EMPLOYEES PENSION PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$595,922
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$128,700
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$128,700
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$0
Value of total assets at end of year2010-12-31$10,958,817
Value of total assets at beginning of year2010-12-31$10,491,595
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$0
Total interest from all sources2010-12-31$595,922
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$10,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
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$467,222
Value of net assets at end of year (total assets less liabilities)2010-12-31$10,958,817
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$10,491,595
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
Interest earned on other investments2010-12-31$595,922
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$10,958,817
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$10,491,595
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
Employer contributions (assets) at end of year2010-12-31$0
Employer contributions (assets) at beginning of year2010-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$128,700
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31JAYNES, REITMEIER, BOYD & THERRELL
Accountancy firm EIN2010-12-31742533381
2009 : AMERICAN INCOME LIFE INSURANCE COMPANY COLLECTIVE BARGAINING AGREEMENT EMPLOYEES PENSION PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for AMERICAN INCOME LIFE INSURANCE COMPANY COLLECTIVE BARGAINING AGREEMENT EMPLOYEES PENSION PLAN

2022: AMERICAN INCOME LIFE INSURANCE COMPANY COLLECTIVE BARGAINING AGREEMENT EMPLOYEES PENSION 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 planYes
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan benefit arrangement – InsuranceYes
2021: AMERICAN INCOME LIFE INSURANCE COMPANY COLLECTIVE BARGAINING AGREEMENT EMPLOYEES PENSION 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 planYes
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan benefit arrangement – InsuranceYes
2020: AMERICAN INCOME LIFE INSURANCE COMPANY COLLECTIVE BARGAINING AGREEMENT EMPLOYEES PENSION 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 planYes
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan benefit arrangement – InsuranceYes
2019: AMERICAN INCOME LIFE INSURANCE COMPANY COLLECTIVE BARGAINING AGREEMENT EMPLOYEES PENSION 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 planYes
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan benefit arrangement – InsuranceYes
2018: AMERICAN INCOME LIFE INSURANCE COMPANY COLLECTIVE BARGAINING AGREEMENT EMPLOYEES PENSION 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 planYes
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan benefit arrangement – InsuranceYes
2017: AMERICAN INCOME LIFE INSURANCE COMPANY COLLECTIVE BARGAINING AGREEMENT EMPLOYEES PENSION 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 planYes
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan benefit arrangement – InsuranceYes
2016: AMERICAN INCOME LIFE INSURANCE COMPANY COLLECTIVE BARGAINING AGREEMENT EMPLOYEES PENSION 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 planYes
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan benefit arrangement – InsuranceYes
2015: AMERICAN INCOME LIFE INSURANCE COMPANY COLLECTIVE BARGAINING AGREEMENT EMPLOYEES PENSION 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 planYes
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan benefit arrangement – InsuranceYes
2014: AMERICAN INCOME LIFE INSURANCE COMPANY COLLECTIVE BARGAINING AGREEMENT EMPLOYEES PENSION 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 planYes
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan benefit arrangement – InsuranceYes
2013: AMERICAN INCOME LIFE INSURANCE COMPANY COLLECTIVE BARGAINING AGREEMENT EMPLOYEES PENSION 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 planYes
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan benefit arrangement – InsuranceYes
2012: AMERICAN INCOME LIFE INSURANCE COMPANY COLLECTIVE BARGAINING AGREEMENT EMPLOYEES PENSION 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 planYes
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan benefit arrangement – InsuranceYes
2011: AMERICAN INCOME LIFE INSURANCE COMPANY COLLECTIVE BARGAINING AGREEMENT EMPLOYEES PENSION 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 planYes
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan benefit arrangement – InsuranceYes
2010: AMERICAN INCOME LIFE INSURANCE COMPANY COLLECTIVE BARGAINING AGREEMENT EMPLOYEES PENSION PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planYes
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan benefit arrangement – InsuranceYes
2009: AMERICAN INCOME LIFE INSURANCE COMPANY COLLECTIVE BARGAINING AGREEMENT EMPLOYEES PENSION PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

AMERICAN INCOME LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60577 )
Policy contract numberPIC-0001
Policy instance 1
Insurance contract or identification numberPIC-0001
Number of Individuals Covered1011
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 Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMERICAN INCOME LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60577 )
Policy contract numberPIC-0001
Policy instance 1
Insurance contract or identification numberPIC-0001
Number of Individuals Covered957
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 Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMERICAN INCOME LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60577 )
Policy contract numberPIC-0001
Policy instance 1
Insurance contract or identification numberPIC-0001
Number of Individuals Covered926
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 Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMERICAN INCOME LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60577 )
Policy contract numberPIC-0001
Policy instance 1
Insurance contract or identification numberPIC-0001
Number of Individuals Covered880
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 Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMERICAN INCOME LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60577 )
Policy contract numberPIC-0001
Policy instance 1
Insurance contract or identification numberPIC-0001
Number of Individuals Covered831
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 Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMERICAN INCOME LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60577 )
Policy contract numberPIC-0001
Policy instance 1
Insurance contract or identification numberPIC-0001
Number of Individuals Covered785
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 Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMERICAN INCOME LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60577 )
Policy contract numberPIC-0001
Policy instance 1
Insurance contract or identification numberPIC-0001
Number of Individuals Covered726
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMERICAN INCOME LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60577 )
Policy contract numberPIC-0001
Policy instance 1
Insurance contract or identification numberPIC-0001
Number of Individuals Covered700
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 Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMERICAN INCOME LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60577 )
Policy contract numberPIC-0001
Policy instance 1
Insurance contract or identification numberPIC-0001
Number of Individuals Covered683
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 Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMERICAN INCOME LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60577 )
Policy contract numberPIC-0001
Policy instance 1
Insurance contract or identification numberPIC-0001
Number of Individuals Covered646
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMERICAN INCOME LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60577 )
Policy contract numberPIC-0001
Policy instance 1
Insurance contract or identification numberPIC-0001
Number of Individuals Covered631
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMERICAN INCOME LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60577 )
Policy contract numberPIC-0001
Policy instance 1
Insurance contract or identification numberPIC-0001
Number of Individuals Covered586
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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