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WESTERN CONFERENCE OF TEAMSTERS PENSION PLAN 401k Plan overview

Plan NameWESTERN CONFERENCE OF TEAMSTERS PENSION PLAN
Plan identification number 001

WESTERN CONFERENCE OF TEAMSTERS 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).

401k Sponsoring company profile

WESTERN CONFERENCE OF TEAMSTERS PENSION TRUST FUND BOARD OF TRUSTEES has sponsored the creation of one or more 401k plans.

Company Name:WESTERN CONFERENCE OF TEAMSTERS PENSION TRUST FUND BOARD OF TRUSTEES
Employer identification number (EIN):916145047
NAIC Classification:484120
NAIC Description: General Freight Trucking, Long-Distance

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WESTERN CONFERENCE OF TEAMSTERS PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01EDWARD LENHART CHUCK MACK2018-10-11
0012017-01-01EDWARD LENHART CHUCK MACK2018-10-04
0012016-01-01EDWARD LENHART CHUCK MACK2017-10-05
0012015-01-01CHUCK MACK EDWARD LENHART2016-10-07
0012015-01-01CHUCK MACK EDWARD LENHART2016-10-07
0012014-01-01RICHARD DODGE CHUCK MACK2015-10-14
0012013-01-01CHUCK MACK RICHARD DODGE2014-10-09
0012012-01-01CHUCK MACK RICHARD DODGE2013-10-29
0012011-01-01CHUCK MACK RICHARD DODGE2014-07-11
0012010-01-01RICHARD DODGE CHUCK MACK2011-10-13
0012009-01-01SHELLEY GUIDRY
0012009-01-01RICHARD DODGE CHUCK MACK2010-10-21

Plan Statistics for WESTERN CONFERENCE OF TEAMSTERS PENSION PLAN

401k plan membership statisitcs for WESTERN CONFERENCE OF TEAMSTERS PENSION PLAN

Measure Date Value
2022: WESTERN CONFERENCE OF TEAMSTERS PENSION PLAN 2022 401k membership
Current value of assets2022-12-3156,967,832,000
Acturial value of assets for funding standard account2022-12-3150,943,160,000
Accrued liability for plan using immediate gains methods2022-12-3151,996,745,000
Accrued liability under unit credit cost method2022-12-3151,996,745,000
RPA 94 current liability2022-12-31101,584,397,000
Expected increase in current liability due to benefits accruing during the plan year2022-12-315,036,332,000
Expected release from RPA 94 current liability for plan year2022-12-313,128,123,000
Expected plan disbursements for the plan year2022-12-313,128,123,000
Current value of assets2022-12-3156,967,832,000
Number of retired participants and beneficiaries receiving payment2022-12-31238,727
Current liability for retired participants and beneficiaries receiving payment2022-12-3144,673,622,000
Number of terminated vested participants2022-12-31166,500
Current liability for terminated vested participants2022-12-3113,548,699,000
Current liability for active participants non vested benefits2022-12-316,023,543,000
Current liability for active participants vested benefits2022-12-3137,338,533,000
Total number of active articipats2022-12-31226,780
Current liability for active participants2022-12-3143,362,076,000
Total participant count with liabilities2022-12-31632,007
Total current liabilitoes for participants with libailities2022-12-31101,584,397,000
Total employer contributions in plan year2022-12-312,549,891,000
Total employee contributions in plan year2022-12-310
Employer’s normal cost for plan year as of valuation date2022-12-311,857,453,000
Prior year credit balance2022-12-315,777,468,000
Amortization credits as of valuation date2022-12-310
Total participants, beginning-of-year2022-01-01619,203
Total number of active participants reported on line 7a of the Form 55002022-01-01229,511
Number of retired or separated participants receiving benefits2022-01-01188,465
Number of other retired or separated participants entitled to future benefits2022-01-01179,399
Total of all active and inactive participants2022-01-01597,375
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0130,008
Total participants2022-01-01627,383
Number of employers contributing to the scheme2022-01-011,377
2021: WESTERN CONFERENCE OF TEAMSTERS PENSION PLAN 2021 401k membership
Current value of assets2021-12-3150,117,585,000
Acturial value of assets for funding standard account2021-12-3147,157,638,000
Accrued liability for plan using immediate gains methods2021-12-3150,330,292,000
Accrued liability under unit credit cost method2021-12-3150,330,292,000
RPA 94 current liability2021-12-3195,147,082,000
Expected increase in current liability due to benefits accruing during the plan year2021-12-314,503,897,000
Expected release from RPA 94 current liability for plan year2021-12-313,063,457,000
Expected plan disbursements for the plan year2021-12-313,063,457,000
Current value of assets2021-12-3150,117,585,000
Number of retired participants and beneficiaries receiving payment2021-12-31237,580
Current liability for retired participants and beneficiaries receiving payment2021-12-3142,906,574,000
Number of terminated vested participants2021-12-31166,360
Current liability for terminated vested participants2021-12-3112,679,966,000
Current liability for active participants non vested benefits2021-12-315,221,289,000
Current liability for active participants vested benefits2021-12-3134,339,253,000
Total number of active articipats2021-12-31222,840
Current liability for active participants2021-12-3139,560,542,000
Total participant count with liabilities2021-12-31626,780
Total current liabilitoes for participants with libailities2021-12-3195,147,082,000
Total employer contributions in plan year2021-12-312,370,820,000
Total employee contributions in plan year2021-12-310
Employer’s normal cost for plan year as of valuation date2021-12-311,759,317,000
Prior year credit balance2021-12-315,748,493,000
Amortization credits as of valuation date2021-12-310
Total participants, beginning-of-year2021-01-01611,219
Total number of active participants reported on line 7a of the Form 55002021-01-01226,505
Number of retired or separated participants receiving benefits2021-01-01185,381
Number of other retired or separated participants entitled to future benefits2021-01-01178,705
Total of all active and inactive participants2021-01-01590,591
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0128,612
Total participants2021-01-01619,203
Number of employers contributing to the scheme2021-01-011,344
2020: WESTERN CONFERENCE OF TEAMSTERS PENSION PLAN 2020 401k membership
Current value of assets2020-12-3145,776,824,000
Acturial value of assets for funding standard account2020-12-3143,600,984,000
Accrued liability for plan using immediate gains methods2020-12-3147,393,483,000
Accrued liability under unit credit cost method2020-12-3147,393,483,000
RPA 94 current liability2020-12-3185,368,490,000
Expected increase in current liability due to benefits accruing during the plan year2020-12-313,400,844,000
Expected release from RPA 94 current liability for plan year2020-12-312,971,565,000
Expected plan disbursements for the plan year2020-12-312,971,565,000
Current value of assets2020-12-3145,776,824,000
Number of retired participants and beneficiaries receiving payment2020-12-31235,247
Current liability for retired participants and beneficiaries receiving payment2020-12-3140,118,295,000
Number of terminated vested participants2020-12-31165,360
Current liability for terminated vested participants2020-12-3111,353,592,000
Current liability for active participants non vested benefits2020-12-314,339,018,000
Current liability for active participants vested benefits2020-12-3129,557,585,000
Total number of active articipats2020-12-31220,540
Current liability for active participants2020-12-3133,896,603,000
Total participant count with liabilities2020-12-31621,147
Total current liabilitoes for participants with libailities2020-12-3185,368,490,000
Total employer contributions in plan year2020-12-312,219,837,000
Total employee contributions in plan year2020-12-310
Employer’s normal cost for plan year as of valuation date2020-12-311,459,460,000
Prior year credit balance2020-12-315,591,603,000
Amortization credits as of valuation date2020-12-310
Total participants, beginning-of-year2020-01-01603,035
Total number of active participants reported on line 7a of the Form 55002020-01-01223,253
Number of retired or separated participants receiving benefits2020-01-01183,283
Number of other retired or separated participants entitled to future benefits2020-01-01177,599
Total of all active and inactive participants2020-01-01584,135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0127,084
Total participants2020-01-01611,219
Number of employers contributing to the scheme2020-01-011,353
2019: WESTERN CONFERENCE OF TEAMSTERS PENSION PLAN 2019 401k membership
Current value of assets2019-12-3140,174,690,000
Acturial value of assets for funding standard account2019-12-3141,549,049,000
Accrued liability for plan using immediate gains methods2019-12-3144,822,315,000
Accrued liability under unit credit cost method2019-12-3144,822,315,000
RPA 94 current liability2019-12-3176,534,287,000
Expected increase in current liability due to benefits accruing during the plan year2019-12-312,218,465,000
Expected release from RPA 94 current liability for plan year2019-12-312,895,502,000
Expected plan disbursements for the plan year2019-12-312,895,502,000
Current value of assets2019-12-3140,174,690,000
Number of retired participants and beneficiaries receiving payment2019-12-31233,589
Current liability for retired participants and beneficiaries receiving payment2019-12-3137,278,204,000
Number of terminated vested participants2019-12-31165,860
Current liability for terminated vested participants2019-12-3110,188,794,000
Current liability for active participants non vested benefits2019-12-313,766,723,000
Current liability for active participants vested benefits2019-12-3125,300,566,000
Total number of active articipats2019-12-31216,520
Current liability for active participants2019-12-3129,067,289,000
Total participant count with liabilities2019-12-31615,969
Total current liabilitoes for participants with libailities2019-12-3176,534,287,000
Total employer contributions in plan year2019-12-312,078,312,000
Total employee contributions in plan year2019-12-310
Employer’s normal cost for plan year as of valuation date2019-12-311,063,629,000
Prior year credit balance2019-12-315,057,235,000
Amortization credits as of valuation date2019-12-310
Total participants, beginning-of-year2019-01-01594,897
Total number of active participants reported on line 7a of the Form 55002019-01-01221,626
Number of retired or separated participants receiving benefits2019-01-01179,668
Number of other retired or separated participants entitled to future benefits2019-01-01175,987
Total of all active and inactive participants2019-01-01577,281
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0125,754
Total participants2019-01-01603,035
Number of employers contributing to the scheme2019-01-011,409
2018: WESTERN CONFERENCE OF TEAMSTERS PENSION PLAN 2018 401k membership
Current value of assets2018-12-3141,896,232,000
Acturial value of assets for funding standard account2018-12-3140,212,390,000
Accrued liability for plan using immediate gains methods2018-12-3143,770,547,000
Accrued liability under unit credit cost method2018-12-3143,770,547,000
RPA 94 current liability2018-12-3174,083,306,000
Expected increase in current liability due to benefits accruing during the plan year2018-12-312,123,414,000
Expected release from RPA 94 current liability for plan year2018-12-312,809,652,000
Expected plan disbursements for the plan year2018-12-312,809,652,000
Current value of assets2018-12-3141,896,232,000
Number of retired participants and beneficiaries receiving payment2018-12-31230,157
Current liability for retired participants and beneficiaries receiving payment2018-12-3135,751,796,000
Number of terminated vested participants2018-12-31165,380
Current liability for terminated vested participants2018-12-319,949,985,000
Current liability for active participants non vested benefits2018-12-315,128,974,000
Current liability for active participants vested benefits2018-12-3123,252,551,000
Total number of active articipats2018-12-31214,100
Current liability for active participants2018-12-3128,381,525,000
Total participant count with liabilities2018-12-31609,637
Total current liabilitoes for participants with libailities2018-12-3174,083,306,000
Total employer contributions in plan year2018-12-311,948,038,000
Total employee contributions in plan year2018-12-310
Employer’s normal cost for plan year as of valuation date2018-12-311,014,145,000
Prior year credit balance2018-12-314,593,954,000
Amortization credits as of valuation date2018-12-310
Total participants, beginning-of-year2018-01-01585,467
Total number of active participants reported on line 7a of the Form 55002018-01-01218,382
Number of retired or separated participants receiving benefits2018-01-01175,806
Number of other retired or separated participants entitled to future benefits2018-01-01175,970
Total of all active and inactive participants2018-01-01570,158
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0124,739
Total participants2018-01-01594,897
Number of employers contributing to the scheme2018-01-011,416
2017: WESTERN CONFERENCE OF TEAMSTERS PENSION PLAN 2017 401k membership
Current value of assets2017-12-3138,020,891,000
Acturial value of assets for funding standard account2017-12-3138,840,852,000
Accrued liability for plan using immediate gains methods2017-12-3142,566,769,000
Accrued liability under unit credit cost method2017-12-3142,566,769,000
RPA 94 current liability2017-12-3171,146,473,000
Expected increase in current liability due to benefits accruing during the plan year2017-12-311,947,693,000
Expected release from RPA 94 current liability for plan year2017-12-312,726,459,000
Expected plan disbursements for the plan year2017-12-312,726,459,000
Current value of assets2017-12-3138,020,891,000
Number of retired participants and beneficiaries receiving payment2017-12-31226,870
Current liability for retired participants and beneficiaries receiving payment2017-12-3134,197,469,000
Number of terminated vested participants2017-12-31164,640
Current liability for terminated vested participants2017-12-319,592,698,000
Current liability for active participants non vested benefits2017-12-314,533,072,000
Current liability for active participants vested benefits2017-12-3122,823,234,000
Total number of active articipats2017-12-31206,340
Current liability for active participants2017-12-3127,356,306,000
Total participant count with liabilities2017-12-31597,850
Total current liabilitoes for participants with libailities2017-12-3171,146,473,000
Total employer contributions in plan year2017-12-311,828,897,000
Total employee contributions in plan year2017-12-310
Prior year funding deficiency2017-12-310
Employer’s normal cost for plan year as of valuation date2017-12-31959,764,000
Prior year credit balance2017-12-314,177,724,000
Amortization credits as of valuation date2017-12-310
Total participants, beginning-of-year2017-01-01571,771
Total number of active participants reported on line 7a of the Form 55002017-01-01214,644
Number of retired or separated participants receiving benefits2017-01-01170,975
Number of other retired or separated participants entitled to future benefits2017-01-01176,310
Total of all active and inactive participants2017-01-01561,929
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0123,538
Total participants2017-01-01585,467
Number of employers contributing to the scheme2017-01-011,468
2016: WESTERN CONFERENCE OF TEAMSTERS PENSION PLAN 2016 401k membership
Current value of assets2016-12-3136,288,138,000
Acturial value of assets for funding standard account2016-12-3137,692,694,000
Accrued liability for plan using immediate gains methods2016-12-3141,074,199,000
Accrued liability under unit credit cost method2016-12-3141,074,199,000
RPA 94 current liability2016-12-3167,081,610,000
Expected increase in current liability due to benefits accruing during the plan year2016-12-311,761,262,000
Expected release from RPA 94 current liability for plan year2016-12-312,681,713,000
Expected plan disbursements for the plan year2016-12-312,681,713,000
Current value of assets2016-12-3136,288,138,000
Number of retired participants and beneficiaries receiving payment2016-12-31223,971
Current liability for retired participants and beneficiaries receiving payment2016-12-3132,324,534,000
Number of terminated vested participants2016-12-31165,920
Current liability for terminated vested participants2016-12-318,915,217,000
Current liability for active participants non vested benefits2016-12-313,605,292,000
Current liability for active participants vested benefits2016-12-3122,236,567,000
Total number of active articipats2016-12-31202,940
Current liability for active participants2016-12-3125,841,859,000
Total participant count with liabilities2016-12-31592,831
Total current liabilitoes for participants with libailities2016-12-3167,081,610,000
Total employer contributions in plan year2016-12-311,705,556,000
Total employee contributions in plan year2016-12-310
Prior year funding deficiency2016-12-310
Employer’s normal cost for plan year as of valuation date2016-12-31890,316,000
Prior year credit balance2016-12-313,727,967,000
Amortization credits as of valuation date2016-12-3199,539,000
Total participants, beginning-of-year2016-01-01562,834
Total number of active participants reported on line 7a of the Form 55002016-01-01206,500
Number of retired or separated participants receiving benefits2016-01-01166,311
Number of other retired or separated participants entitled to future benefits2016-01-01176,700
Total of all active and inactive participants2016-01-01549,511
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0122,260
Total participants2016-01-01571,771
Number of employers contributing to the scheme2016-01-011,463
2015: WESTERN CONFERENCE OF TEAMSTERS PENSION PLAN 2015 401k membership
Current value of assets2015-12-3136,739,196,000
Acturial value of assets for funding standard account2015-12-3136,878,833,000
Accrued liability for plan using immediate gains methods2015-12-3140,167,611,000
Accrued liability under unit credit cost method2015-12-3140,167,611,000
RPA 94 current liability2015-12-3163,771,287,000
Expected increase in current liability due to benefits accruing during the plan year2015-12-311,546,157,000
Expected release from RPA 94 current liability for plan year2015-12-312,609,744,000
Expected plan disbursements for the plan year2015-12-312,609,744,000
Current value of assets2015-12-3136,739,196,000
Number of retired participants and beneficiaries receiving payment2015-12-31221,502
Current liability for retired participants and beneficiaries receiving payment2015-12-3131,223,308,000
Number of terminated vested participants2015-12-31166,440
Current liability for terminated vested participants2015-12-318,401,999,000
Current liability for active participants non vested benefits2015-12-313,356,071,000
Current liability for active participants vested benefits2015-12-3120,789,909,000
Total number of active articipats2015-12-31197,120
Current liability for active participants2015-12-3124,145,980,000
Total participant count with liabilities2015-12-31585,062
Total current liabilitoes for participants with libailities2015-12-3163,771,287,000
Total employer contributions in plan year2015-12-311,596,395,000
Total employee contributions in plan year2015-12-310
Prior year funding deficiency2015-12-310
Employer’s normal cost for plan year as of valuation date2015-12-31849,190,000
Prior year credit balance2015-12-313,304,054,000
Amortization credits as of valuation date2015-12-31168,236,000
Total participants, beginning-of-year2015-01-01553,484
Total number of active participants reported on line 7a of the Form 55002015-01-01203,677
Number of retired or separated participants receiving benefits2015-01-01161,457
Number of other retired or separated participants entitled to future benefits2015-01-01176,690
Total of all active and inactive participants2015-01-01541,824
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0121,010
Total participants2015-01-01562,834
Number of employers contributing to the scheme2015-01-011,506
2014: WESTERN CONFERENCE OF TEAMSTERS PENSION PLAN 2014 401k membership
Current value of assets2014-12-3135,193,014,000
Acturial value of assets for funding standard account2014-12-3135,478,550,000
Accrued liability for plan using immediate gains methods2014-12-3141,645,155,000
Accrued liability under unit credit cost method2014-12-3139,116,028,000
RPA 94 current liability2014-12-3161,238,125,000
Expected increase in current liability due to benefits accruing during the plan year2014-12-311,250,026,000
Expected release from RPA 94 current liability for plan year2014-12-312,532,986,000
Expected plan disbursements for the plan year2014-12-312,532,986,000
Current value of assets2014-12-3135,193,014,000
Number of retired participants and beneficiaries receiving payment2014-12-31217,924
Current liability for retired participants and beneficiaries receiving payment2014-12-3130,004,438,000
Number of terminated vested participants2014-12-31167,940
Current liability for terminated vested participants2014-12-318,149,973,000
Current liability for active participants non vested benefits2014-12-313,254,872,000
Current liability for active participants vested benefits2014-12-3119,828,842,000
Total number of active articipats2014-12-31195,620
Current liability for active participants2014-12-3123,083,714,000
Total participant count with liabilities2014-12-31581,484
Total current liabilitoes for participants with libailities2014-12-3161,238,125,000
Total employer contributions in plan year2014-12-311,544,129,000
Total employee contributions in plan year2014-12-310
Prior year funding deficiency2014-12-310
Employer’s normal cost for plan year as of valuation date2014-12-31553,215,000
Prior year credit balance2014-12-312,236,334,000
Amortization credits as of valuation date2014-12-310
Total participants, beginning-of-year2014-01-01545,652
Total number of active participants reported on line 7a of the Form 55002014-01-01199,759
Number of retired or separated participants receiving benefits2014-01-01156,859
Number of other retired or separated participants entitled to future benefits2014-01-01176,989
Total of all active and inactive participants2014-01-01533,607
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0119,877
Total participants2014-01-01553,484
Number of employers contributing to the scheme2014-01-011,550
2013: WESTERN CONFERENCE OF TEAMSTERS PENSION PLAN 2013 401k membership
Current value of assets2013-12-3132,309,867,000
Acturial value of assets for funding standard account2013-12-3134,132,485,000
Accrued liability for plan using immediate gains methods2013-12-3140,310,338,000
Accrued liability under unit credit cost method2013-12-3137,865,447,000
RPA 94 current liability2013-12-3157,686,481,000
Expected increase in current liability due to benefits accruing during the plan year2013-12-311,345,354,000
Expected release from RPA 94 current liability for plan year2013-12-312,411,527,000
Expected plan disbursements for the plan year2013-12-312,411,527,000
Current value of assets2013-12-3132,309,867,000
Number of retired participants and beneficiaries receiving payment2013-12-31213,780
Current liability for retired participants and beneficiaries receiving payment2013-12-3128,140,115,000
Number of terminated vested participants2013-12-31169,020
Current liability for terminated vested participants2013-12-317,876,260,000
Current liability for active participants non vested benefits2013-12-313,109,957,000
Current liability for active participants vested benefits2013-12-3118,560,149,000
Total number of active articipats2013-12-31194,080
Current liability for active participants2013-12-3121,670,106,000
Total participant count with liabilities2013-12-31576,880
Total current liabilitoes for participants with libailities2013-12-3157,686,481,000
Total employer contributions in plan year2013-12-311,431,091,000
Total employee contributions in plan year2013-12-310
Prior year funding deficiency2013-12-310
Employer’s normal cost for plan year as of valuation date2013-12-31534,985,000
Prior year credit balance2013-12-312,175,954,000
Amortization credits as of valuation date2013-12-310
Total participants, beginning-of-year2013-01-01538,803
Total number of active participants reported on line 7a of the Form 55002013-01-01198,518
Number of retired or separated participants receiving benefits2013-01-01151,351
Number of other retired or separated participants entitled to future benefits2013-01-01177,103
Total of all active and inactive participants2013-01-01526,972
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-0118,680
Total participants2013-01-01545,652
Number of employers contributing to the scheme2013-01-011,521
2012: WESTERN CONFERENCE OF TEAMSTERS PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01534,242
Total number of active participants reported on line 7a of the Form 55002012-01-01198,884
Number of retired or separated participants receiving benefits2012-01-01145,158
Number of other retired or separated participants entitled to future benefits2012-01-01177,241
Total of all active and inactive participants2012-01-01521,283
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-0117,520
Total participants2012-01-01538,803
Number of employers contributing to the scheme2012-01-011,621
2011: WESTERN CONFERENCE OF TEAMSTERS PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01531,077
Total number of active participants reported on line 7a of the Form 55002011-01-01202,514
Number of retired or separated participants receiving benefits2011-01-01139,190
Number of other retired or separated participants entitled to future benefits2011-01-01176,063
Total of all active and inactive participants2011-01-01517,767
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-0116,475
Total participants2011-01-01534,242
Number of employers contributing to the scheme2011-01-011,660
2010: WESTERN CONFERENCE OF TEAMSTERS PENSION PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01534,907
Total number of active participants reported on line 7a of the Form 55002010-01-01205,561
Number of retired or separated participants receiving benefits2010-01-01133,160
Number of other retired or separated participants entitled to future benefits2010-01-01176,940
Total of all active and inactive participants2010-01-01515,661
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-0115,416
Total participants2010-01-01531,077
Number of employers contributing to the scheme2010-01-011,713
2009: WESTERN CONFERENCE OF TEAMSTERS PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01539,783
Total number of active participants reported on line 7a of the Form 55002009-01-01220,271
Number of retired or separated participants receiving benefits2009-01-01127,053
Number of other retired or separated participants entitled to future benefits2009-01-01172,118
Total of all active and inactive participants2009-01-01519,442
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-0115,465
Total participants2009-01-01534,907
Number of employers contributing to the scheme2009-01-011,890

Financial Data on WESTERN CONFERENCE OF TEAMSTERS PENSION PLAN

Measure Date Value
2022 : WESTERN CONFERENCE OF TEAMSTERS PENSION PLAN 2022 401k financial data
Unrealized appreciation/depreciation of real estate assets2022-12-31$139,406,227
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-574,681,569
Total unrealized appreciation/depreciation of assets2022-12-31$-435,275,342
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$3,122,669,672
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$3,320,025,597
Expenses. Interest paid2022-12-31$3,151
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022022-12-31$3,151
Total income from all sources (including contributions)2022-12-31$-2,767,081,575
Total loss/gain on sale of assets2022-12-31$-255,617,578
Total of all expenses incurred2022-12-31$3,699,991,743
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$3,173,630,123
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,549,651,385
Value of total assets at end of year2022-12-31$53,719,854,718
Value of total assets at beginning of year2022-12-31$60,384,283,961
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$526,358,469
Total income from rents2022-12-31$71,308,350
Total interest from all sources2022-12-31$192,513,658
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$89,780,543
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$66,698,013
Assets. Real estate other than employer real property at end of year2022-12-31$1,909,419,989
Assets. Real estate other than employer real property at beginning of year2022-12-31$1,749,675,602
Administrative expenses professional fees incurred2022-12-31$7,188,688
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$20,000,000
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$220,889,678
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$94,561,155
Assets. Loans (other than to participants) at end of year2022-12-31$7,327,599
Assets. Loans (other than to participants) at beginning of year2022-12-31$10,496,432
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$3,085,966,815
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$3,281,418,039
Other income not declared elsewhere2022-12-31$3,568,920
Administrative expenses (other) incurred2022-12-31$74,437,323
Liabilities. Value of operating payables at end of year2022-12-31$24,914,663
Liabilities. Value of operating payables at beginning of year2022-12-31$27,533,186
Total non interest bearing cash at end of year2022-12-31$9,898,820
Total non interest bearing cash at beginning of year2022-12-31$11,686,213
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-6,467,073,318
Value of net assets at end of year (total assets less liabilities)2022-12-31$50,597,185,046
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$57,064,258,364
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
Assets. partnership/joint venture interests at end of year2022-12-31$14,144,066,695
Assets. partnership/joint venture interests at beginning of year2022-12-31$12,820,939,658
Investment advisory and management fees2022-12-31$355,242,863
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$1,062,957,755
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$1,153,010,227
Value of interest in pooled separate accounts at end of year2022-12-31$3,526,214,187
Value of interest in pooled separate accounts at beginning of year2022-12-31$3,609,259,114
Income. Interest from loans (other than to participants)2022-12-31$633,019
Interest earned on other investments2022-12-31$27,382,702
Income. Interest from US Government securities2022-12-31$42,053,185
Income. Interest from corporate debt instruments2022-12-31$110,263,763
Value of interest in common/collective trusts at end of year2022-12-31$20,205,674,440
Value of interest in common/collective trusts at beginning of year2022-12-31$23,804,192,322
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$3,106,734,763
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$3,831,599,197
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$3,831,599,197
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$12,180,989
Assets. Value of investments in 103.12 investment entities at end of year2022-12-31$2,509,524,213
Assets. Value of investments in 103.12 investment entities at beginning of year2022-12-31$3,196,558,077
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$60,953,984
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$71,403,580
Asset value of US Government securities at end of year2022-12-31$2,335,002,570
Asset value of US Government securities at beginning of year2022-12-31$2,975,952,084
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-155,688,273
Net investment gain/loss from pooled separate accounts2022-12-31$119,767,306
Net investment gain or loss from common/collective trusts2022-12-31$-4,298,946,436
Net gain/loss from 103.12 investment entities2022-12-31$-648,144,108
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$2,549,651,385
Employer contributions (assets) at end of year2022-12-31$213,288,896
Employer contributions (assets) at beginning of year2022-12-31$186,928,244
Income. Dividends from common stock2022-12-31$23,082,530
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$3,173,630,123
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$3,729,805,596
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$5,265,668,280
Contract administrator fees2022-12-31$89,489,595
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$670,829,817
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$1,595,945,607
Liabilities. Value of benefit claims payable at end of year2022-12-31$11,788,194
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$11,074,372
Assets. Value of buildings and other operty used in plan operation at end of year2022-12-31$7,265,716
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-12-31$6,408,169
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 appraiser2022-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Aggregate proceeds on sale of assets2022-12-31$11,608,473,510
Aggregate carrying amount (costs) on sale of assets2022-12-31$11,864,091,088
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31WITHUMSMITH+BROWN, PC
Accountancy firm EIN2022-12-31222027092
2021 : WESTERN CONFERENCE OF TEAMSTERS PENSION PLAN 2021 401k financial data
Unrealized appreciation/depreciation of real estate assets2021-12-31$-49,244,525
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$1,256,410,863
Total unrealized appreciation/depreciation of assets2021-12-31$1,207,166,338
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$3,320,025,597
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$4,238,617,315
Total income from all sources (including contributions)2021-12-31$10,762,187,628
Total loss/gain on sale of assets2021-12-31$2,428,465,204
Total of all expenses incurred2021-12-31$3,818,023,024
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$3,080,561,254
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,366,475,628
Value of total assets at end of year2021-12-31$60,384,283,961
Value of total assets at beginning of year2021-12-31$54,358,711,075
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$737,461,770
Total income from rents2021-12-31$69,412,317
Total interest from all sources2021-12-31$553,531,837
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$100,286,632
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$39,116,857
Assets. Real estate other than employer real property at end of year2021-12-31$1,749,675,602
Assets. Real estate other than employer real property at beginning of year2021-12-31$1,558,058,866
Administrative expenses professional fees incurred2021-12-31$6,408,593
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$20,000,000
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2021-12-3121478129
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$94,561,155
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$429,807,926
Assets. Loans (other than to participants) at end of year2021-12-31$10,496,432
Assets. Loans (other than to participants) at beginning of year2021-12-31$11,340,419
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$3,281,418,039
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$4,195,510,055
Other income not declared elsewhere2021-12-31$1,363,532
Administrative expenses (other) incurred2021-12-31$46,840,342
Liabilities. Value of operating payables at end of year2021-12-31$27,533,186
Liabilities. Value of operating payables at beginning of year2021-12-31$32,889,499
Total non interest bearing cash at end of year2021-12-31$11,686,213
Total non interest bearing cash at beginning of year2021-12-31$7,619,826
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$6,944,164,604
Value of net assets at end of year (total assets less liabilities)2021-12-31$57,064,258,364
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$50,120,093,760
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 default2021-12-31Yes
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2021-12-31$18,657,908
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Assets. partnership/joint venture interests at end of year2021-12-31$12,820,939,658
Assets. partnership/joint venture interests at beginning of year2021-12-31$9,707,660,206
Investment advisory and management fees2021-12-31$597,310,112
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$1,153,010,227
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$728,304,172
Value of interest in pooled separate accounts at end of year2021-12-31$3,609,259,114
Value of interest in pooled separate accounts at beginning of year2021-12-31$2,855,573,590
Income. Interest from loans (other than to participants)2021-12-31$750,184
Interest earned on other investments2021-12-31$381,173,994
Income. Interest from US Government securities2021-12-31$37,385,869
Income. Interest from corporate debt instruments2021-12-31$133,581,232
Value of interest in common/collective trusts at end of year2021-12-31$23,804,192,322
Value of interest in common/collective trusts at beginning of year2021-12-31$19,233,136,386
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$3,831,599,197
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$4,394,915,485
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$4,394,915,485
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$640,558
Assets. Value of investments in 103.12 investment entities at end of year2021-12-31$3,196,558,077
Assets. Value of investments in 103.12 investment entities at beginning of year2021-12-31$2,975,970,925
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$71,403,580
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$84,619,346
Asset value of US Government securities at end of year2021-12-31$2,975,952,084
Asset value of US Government securities at beginning of year2021-12-31$3,036,330,660
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$-14,296,066
Net investment gain/loss from pooled separate accounts2021-12-31$324,618,421
Net investment gain or loss from common/collective trusts2021-12-31$3,404,576,693
Net gain/loss from 103.12 investment entities2021-12-31$320,587,092
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
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$2,366,475,628
Employer contributions (assets) at end of year2021-12-31$186,928,244
Employer contributions (assets) at beginning of year2021-12-31$185,272,621
Income. Dividends from common stock2021-12-31$61,169,775
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$3,080,561,254
Asset. Corporate debt instrument debt (other) at end of year2021-12-31$5,265,668,280
Asset. Corporate debt instrument debt (other) at beginning of year2021-12-31$5,482,487,612
Contract administrator fees2021-12-31$86,902,723
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$1,595,945,607
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$3,662,131,245
Liabilities. Value of benefit claims payable at end of year2021-12-31$11,074,372
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$10,217,761
Assets. Value of buildings and other operty used in plan operation at end of year2021-12-31$6,408,169
Assets. Value of buildings and other operty used in plan operation at beginning of year2021-12-31$5,481,790
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 appraiser2021-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Aggregate proceeds on sale of assets2021-12-31$14,106,139,056
Aggregate carrying amount (costs) on sale of assets2021-12-31$11,677,673,852
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31WITHUMSMITH + BROWN, PC
Accountancy firm EIN2021-12-31222027092
2020 : WESTERN CONFERENCE OF TEAMSTERS PENSION PLAN 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets2020-12-31$-49,244,525
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$1,857,895,181
Total unrealized appreciation/depreciation of assets2020-12-31$1,808,650,656
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$4,238,617,315
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$3,861,533,348
Expenses. Interest paid2020-12-31$237
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022020-12-31$237
Total income from all sources (including contributions)2020-12-31$7,717,092,932
Total loss/gain on sale of assets2020-12-31$-32,666,118
Total of all expenses incurred2020-12-31$3,442,659,138
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,991,340,680
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,218,704,550
Value of total assets at end of year2020-12-31$54,358,711,075
Value of total assets at beginning of year2020-12-31$49,707,193,314
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$451,318,221
Total income from rents2020-12-31$71,039,030
Total interest from all sources2020-12-31$415,193,191
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$129,177,875
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$34,831,060
Assets. Real estate other than employer real property at end of year2020-12-31$1,558,058,866
Assets. Real estate other than employer real property at beginning of year2020-12-31$1,787,975,208
Administrative expenses professional fees incurred2020-12-31$6,733,825
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$20,000,000
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2020-12-316260287
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$429,807,926
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$221,835,613
Assets. Loans (other than to participants) at end of year2020-12-31$11,340,419
Assets. Loans (other than to participants) at beginning of year2020-12-31$11,683,642
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$4,195,510,055
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$3,835,120,623
Other income not declared elsewhere2020-12-31$4,692,950
Administrative expenses (other) incurred2020-12-31$52,781,621
Liabilities. Value of operating payables at end of year2020-12-31$32,889,499
Liabilities. Value of operating payables at beginning of year2020-12-31$18,968,896
Total non interest bearing cash at end of year2020-12-31$7,619,826
Total non interest bearing cash at beginning of year2020-12-31$10,914,508
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$4,274,433,794
Value of net assets at end of year (total assets less liabilities)2020-12-31$50,120,093,760
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$45,845,659,966
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 default2020-12-31Yes
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2020-12-31$33,760,285
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Assets. partnership/joint venture interests at end of year2020-12-31$9,707,660,206
Assets. partnership/joint venture interests at beginning of year2020-12-31$8,286,991,894
Investment advisory and management fees2020-12-31$308,674,365
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$728,304,172
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$688,404,511
Value of interest in pooled separate accounts at end of year2020-12-31$2,855,573,590
Value of interest in pooled separate accounts at beginning of year2020-12-31$2,952,520,170
Income. Interest from loans (other than to participants)2020-12-31$752,789
Interest earned on other investments2020-12-31$216,860,103
Income. Interest from US Government securities2020-12-31$52,928,487
Income. Interest from corporate debt instruments2020-12-31$142,846,660
Value of interest in common/collective trusts at end of year2020-12-31$19,233,136,386
Value of interest in common/collective trusts at beginning of year2020-12-31$15,949,841,656
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$4,394,915,485
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$3,747,039,511
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$3,747,039,511
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$1,805,152
Assets. Value of investments in 103.12 investment entities at end of year2020-12-31$2,975,970,925
Assets. Value of investments in 103.12 investment entities at beginning of year2020-12-31$3,101,455,173
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$84,619,346
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$85,684,280
Asset value of US Government securities at end of year2020-12-31$3,036,330,660
Asset value of US Government securities at beginning of year2020-12-31$3,690,083,371
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$5,457,387
Net investment gain/loss from pooled separate accounts2020-12-31$100,751,529
Net investment gain or loss from common/collective trusts2020-12-31$2,596,576,130
Net gain/loss from 103.12 investment entities2020-12-31$399,515,752
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
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$2,218,704,550
Employer contributions (assets) at end of year2020-12-31$185,272,621
Employer contributions (assets) at beginning of year2020-12-31$164,705,500
Income. Dividends from common stock2020-12-31$94,346,815
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,991,340,680
Asset. Corporate debt instrument debt (other) at end of year2020-12-31$5,482,487,612
Asset. Corporate debt instrument debt (other) at beginning of year2020-12-31$5,374,518,187
Contract administrator fees2020-12-31$83,128,410
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$3,662,131,245
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$3,628,711,983
Liabilities. Value of benefit claims payable at end of year2020-12-31$10,217,761
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$7,443,829
Assets. Value of buildings and other operty used in plan operation at end of year2020-12-31$5,481,790
Assets. Value of buildings and other operty used in plan operation at beginning of year2020-12-31$4,828,107
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 appraiser2020-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$11,759,666,820
Aggregate carrying amount (costs) on sale of assets2020-12-31$11,792,332,938
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31LINDQUIST LLP
Accountancy firm EIN2020-12-31522385296
2019 : WESTERN CONFERENCE OF TEAMSTERS PENSION PLAN 2019 401k financial data
Unrealized appreciation/depreciation of real estate assets2019-12-31$-17,111,371
Unrealized appreciation/depreciation of real estate assets2019-12-31$-17,111,371
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$1,373,185,201
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$1,373,185,201
Total unrealized appreciation/depreciation of assets2019-12-31$1,356,073,830
Total unrealized appreciation/depreciation of assets2019-12-31$1,356,073,830
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$3,861,533,348
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$3,861,533,348
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$4,069,081,625
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$4,069,081,625
Expenses. Interest paid2019-12-31$83,917
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022019-12-31$83,917
Total income from all sources (including contributions)2019-12-31$8,927,392,965
Total income from all sources (including contributions)2019-12-31$8,927,392,965
Total loss/gain on sale of assets2019-12-31$989,077,473
Total loss/gain on sale of assets2019-12-31$989,077,473
Total of all expenses incurred2019-12-31$3,307,011,385
Total of all expenses incurred2019-12-31$3,307,011,385
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,898,129,950
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,898,129,950
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,074,117,212
Value of total assets at end of year2019-12-31$49,707,193,314
Value of total assets at end of year2019-12-31$49,707,193,314
Value of total assets at beginning of year2019-12-31$44,294,360,011
Value of total assets at beginning of year2019-12-31$44,294,360,011
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$408,797,518
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$408,797,518
Total income from rents2019-12-31$83,721,207
Total income from rents2019-12-31$83,721,207
Total interest from all sources2019-12-31$462,915,471
Total interest from all sources2019-12-31$462,915,471
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$157,707,276
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$157,707,276
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$39,408,781
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$39,408,781
Assets. Real estate other than employer real property at end of year2019-12-31$1,787,975,208
Assets. Real estate other than employer real property at end of year2019-12-31$1,787,975,208
Assets. Real estate other than employer real property at beginning of year2019-12-31$2,084,723,063
Administrative expenses professional fees incurred2019-12-31$7,079,049
Administrative expenses professional fees incurred2019-12-31$7,079,049
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$20,000,000
Value of fidelity bond cover2019-12-31$20,000,000
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2019-12-313636984
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$221,835,613
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$221,835,613
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$286,065,495
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$286,065,495
Assets. Loans (other than to participants) at end of year2019-12-31$11,683,642
Assets. Loans (other than to participants) at end of year2019-12-31$11,683,642
Assets. Loans (other than to participants) at beginning of year2019-12-31$23,985,994
Assets. Loans (other than to participants) at beginning of year2019-12-31$23,985,994
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$3,835,120,623
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$3,835,120,623
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$4,037,258,697
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$4,037,258,697
Other income not declared elsewhere2019-12-31$1,185,517
Other income not declared elsewhere2019-12-31$1,185,517
Administrative expenses (other) incurred2019-12-31$49,095,758
Administrative expenses (other) incurred2019-12-31$49,095,758
Liabilities. Value of operating payables at end of year2019-12-31$18,968,896
Liabilities. Value of operating payables at end of year2019-12-31$18,968,896
Liabilities. Value of operating payables at beginning of year2019-12-31$22,009,594
Total non interest bearing cash at end of year2019-12-31$10,914,508
Total non interest bearing cash at end of year2019-12-31$10,914,508
Total non interest bearing cash at beginning of year2019-12-31$6,358,741
Total non interest bearing cash at beginning of year2019-12-31$6,358,741
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$5,620,381,580
Value of net income/loss2019-12-31$5,620,381,580
Value of net assets at end of year (total assets less liabilities)2019-12-31$45,845,659,966
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$40,225,278,386
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$40,225,278,386
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31Yes
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31Yes
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2019-12-31$33,775,875
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2019-12-31$33,775,875
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Assets. partnership/joint venture interests at end of year2019-12-31$8,286,991,894
Assets. partnership/joint venture interests at end of year2019-12-31$8,286,991,894
Assets. partnership/joint venture interests at beginning of year2019-12-31$6,790,261,574
Assets. partnership/joint venture interests at beginning of year2019-12-31$6,790,261,574
Investment advisory and management fees2019-12-31$276,540,786
Investment advisory and management fees2019-12-31$276,540,786
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$688,404,511
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$688,404,511
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$637,109,230
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$637,109,230
Value of interest in pooled separate accounts at end of year2019-12-31$2,952,520,170
Value of interest in pooled separate accounts at beginning of year2019-12-31$3,019,707,715
Value of interest in pooled separate accounts at beginning of year2019-12-31$3,019,707,715
Income. Interest from loans (other than to participants)2019-12-31$1,453,703
Income. Interest from loans (other than to participants)2019-12-31$1,453,703
Interest earned on other investments2019-12-31$244,344,596
Interest earned on other investments2019-12-31$244,344,596
Income. Interest from US Government securities2019-12-31$62,512,859
Income. Interest from US Government securities2019-12-31$62,512,859
Income. Interest from corporate debt instruments2019-12-31$149,888,959
Income. Interest from corporate debt instruments2019-12-31$149,888,959
Value of interest in common/collective trusts at end of year2019-12-31$15,949,841,656
Value of interest in common/collective trusts at end of year2019-12-31$15,949,841,656
Value of interest in common/collective trusts at beginning of year2019-12-31$11,650,223,360
Value of interest in common/collective trusts at beginning of year2019-12-31$11,650,223,360
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$3,747,039,511
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$3,747,039,511
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$3,876,589,315
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$3,876,589,315
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$3,876,589,315
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$3,876,589,315
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$4,715,354
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$4,715,354
Assets. Value of investments in 103.12 investment entities at end of year2019-12-31$3,101,455,173
Assets. Value of investments in 103.12 investment entities at beginning of year2019-12-31$2,133,969,912
Assets. Value of investments in 103.12 investment entities at beginning of year2019-12-31$2,133,969,912
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$85,684,280
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$85,684,280
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$89,772,610
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$89,772,610
Asset value of US Government securities at end of year2019-12-31$3,690,083,371
Asset value of US Government securities at end of year2019-12-31$3,690,083,371
Asset value of US Government securities at beginning of year2019-12-31$3,310,267,758
Asset value of US Government securities at beginning of year2019-12-31$3,310,267,758
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$15,836,001
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$15,836,001
Net investment gain/loss from pooled separate accounts2019-12-31$188,349,500
Net investment gain/loss from pooled separate accounts2019-12-31$188,349,500
Net investment gain or loss from common/collective trusts2019-12-31$3,130,924,217
Net gain/loss from 103.12 investment entities2019-12-31$467,485,261
Net gain/loss from 103.12 investment entities2019-12-31$467,485,261
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$2,074,117,212
Contributions received in cash from employer2019-12-31$2,074,117,212
Employer contributions (assets) at end of year2019-12-31$164,705,500
Employer contributions (assets) at end of year2019-12-31$164,705,500
Employer contributions (assets) at beginning of year2019-12-31$163,300,000
Employer contributions (assets) at beginning of year2019-12-31$163,300,000
Income. Dividends from common stock2019-12-31$118,298,495
Income. Dividends from common stock2019-12-31$118,298,495
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,898,129,950
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,898,129,950
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$5,374,518,187
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$5,374,518,187
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$5,714,176,980
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$5,714,176,980
Contract administrator fees2019-12-31$76,081,925
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$3,628,711,983
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$3,628,711,983
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$4,503,337,706
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$4,503,337,706
Liabilities. Value of benefit claims payable at end of year2019-12-31$7,443,829
Liabilities. Value of benefit claims payable at end of year2019-12-31$7,443,829
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$9,813,334
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$9,813,334
Assets. Value of buildings and other operty used in plan operation at end of year2019-12-31$4,828,107
Assets. Value of buildings and other operty used in plan operation at end of year2019-12-31$4,828,107
Assets. Value of buildings and other operty used in plan operation at beginning of year2019-12-31$4,510,558
Assets. Value of buildings and other operty used in plan operation at beginning of year2019-12-31$4,510,558
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$14,238,753,304
Aggregate proceeds on sale of assets2019-12-31$14,238,753,304
Aggregate carrying amount (costs) on sale of assets2019-12-31$13,249,675,831
Aggregate carrying amount (costs) on sale of assets2019-12-31$13,249,675,831
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31LINDQUIST LLP
Accountancy firm name2019-12-31LINDQUIST LLP
Accountancy firm EIN2019-12-31522385296
Accountancy firm EIN2019-12-31522385296
2018 : WESTERN CONFERENCE OF TEAMSTERS PENSION PLAN 2018 401k financial data
Unrealized appreciation/depreciation of real estate assets2018-12-31$72,085,151
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-677,252,822
Total unrealized appreciation/depreciation of assets2018-12-31$-605,167,671
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$4,069,081,625
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$4,166,420,741
Expenses. Interest paid2018-12-31$29,233
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022018-12-31$29,233
Total income from all sources (including contributions)2018-12-31$1,468,889,688
Total loss/gain on sale of assets2018-12-31$576,655,766
Total of all expenses incurred2018-12-31$3,186,647,645
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$2,835,179,550
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,952,038,392
Value of total assets at end of year2018-12-31$44,294,360,011
Value of total assets at beginning of year2018-12-31$46,109,457,084
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$351,438,862
Total income from rents2018-12-31$94,566,879
Total interest from all sources2018-12-31$418,538,078
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$206,611,829
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$34,972,348
Assets. Real estate other than employer real property at end of year2018-12-31$2,084,723,063
Assets. Real estate other than employer real property at beginning of year2018-12-31$2,236,432,282
Administrative expenses professional fees incurred2018-12-31$7,569,825
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$20,000,000
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2018-12-3117315148
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$286,065,495
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$308,853,036
Assets. Loans (other than to participants) at end of year2018-12-31$23,985,994
Assets. Loans (other than to participants) at beginning of year2018-12-31$26,097,082
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$4,037,258,697
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$4,134,481,437
Other income not declared elsewhere2018-12-31$1,000,875
Administrative expenses (other) incurred2018-12-31$33,826,285
Liabilities. Value of operating payables at end of year2018-12-31$22,009,594
Liabilities. Value of operating payables at beginning of year2018-12-31$23,361,357
Total non interest bearing cash at end of year2018-12-31$6,358,741
Total non interest bearing cash at beginning of year2018-12-31$6,763,474
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,717,757,957
Value of net assets at end of year (total assets less liabilities)2018-12-31$40,225,278,386
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$41,943,036,343
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 default2018-12-31Yes
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2018-12-31$54,704,653
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Assets. partnership/joint venture interests at end of year2018-12-31$6,790,261,574
Assets. partnership/joint venture interests at beginning of year2018-12-31$6,377,637,103
Investment advisory and management fees2018-12-31$235,735,800
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$637,109,230
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$633,427,848
Value of interest in pooled separate accounts at end of year2018-12-31$3,019,707,715
Value of interest in pooled separate accounts at beginning of year2018-12-31$2,783,217,539
Income. Interest from loans (other than to participants)2018-12-31$1,639,141
Interest earned on other investments2018-12-31$193,744,389
Income. Interest from US Government securities2018-12-31$58,742,470
Income. Interest from corporate debt instruments2018-12-31$156,243,387
Value of interest in common/collective trusts at end of year2018-12-31$11,650,223,360
Value of interest in common/collective trusts at beginning of year2018-12-31$12,766,289,545
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$3,876,589,315
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$4,599,575,360
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$4,599,575,360
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$8,168,691
Assets. Value of investments in 103.12 investment entities at end of year2018-12-31$2,133,969,912
Assets. Value of investments in 103.12 investment entities at beginning of year2018-12-31$1,418,892,971
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$89,772,610
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$94,936,039
Asset value of US Government securities at end of year2018-12-31$3,310,267,758
Asset value of US Government securities at beginning of year2018-12-31$3,694,202,802
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-30,986,364
Net investment gain/loss from pooled separate accounts2018-12-31$170,218,748
Net investment gain or loss from common/collective trusts2018-12-31$-1,154,663,784
Net gain/loss from 103.12 investment entities2018-12-31$-159,923,060
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
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$1,952,038,392
Employer contributions (assets) at end of year2018-12-31$163,300,000
Employer contributions (assets) at beginning of year2018-12-31$163,600,000
Income. Dividends from common stock2018-12-31$171,639,481
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$2,835,179,550
Asset. Corporate debt instrument debt (other) at end of year2018-12-31$5,714,176,980
Asset. Corporate debt instrument debt (other) at beginning of year2018-12-31$5,076,533,658
Contract administrator fees2018-12-31$74,306,952
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$4,503,337,706
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$5,918,406,402
Liabilities. Value of benefit claims payable at end of year2018-12-31$9,813,334
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$8,577,947
Assets. Value of buildings and other operty used in plan operation at end of year2018-12-31$4,510,558
Assets. Value of buildings and other operty used in plan operation at beginning of year2018-12-31$4,591,943
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 appraiser2018-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$15,171,528,006
Aggregate carrying amount (costs) on sale of assets2018-12-31$14,594,872,240
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 name2018-12-31LINDQUIST LLP
Accountancy firm EIN2018-12-31522385296
2017 : WESTERN CONFERENCE OF TEAMSTERS PENSION PLAN 2017 401k financial data
Unrealized appreciation/depreciation of real estate assets2017-12-31$79,653,629
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$1,060,677,256
Total unrealized appreciation/depreciation of assets2017-12-31$1,140,330,885
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$4,166,420,741
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$4,483,014,070
Expenses. Interest paid2017-12-31$139,512
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022017-12-31$139,512
Total income from all sources (including contributions)2017-12-31$6,990,743,299
Total loss/gain on sale of assets2017-12-31$590,620,585
Total of all expenses incurred2017-12-31$3,087,824,653
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$2,758,496,863
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,819,896,749
Value of total assets at end of year2017-12-31$46,109,457,084
Value of total assets at beginning of year2017-12-31$42,523,131,767
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$329,188,278
Total income from rents2017-12-31$103,940,029
Total interest from all sources2017-12-31$490,052,180
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$149,886,301
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$27,208,246
Assets. Real estate other than employer real property at end of year2017-12-31$2,236,432,282
Assets. Real estate other than employer real property at beginning of year2017-12-31$2,417,858,964
Administrative expenses professional fees incurred2017-12-31$6,528,075
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$20,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2017-12-316257139
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$308,853,036
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$244,889,166
Assets. Loans (other than to participants) at end of year2017-12-31$26,097,082
Assets. Loans (other than to participants) at beginning of year2017-12-31$28,538,423
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$4,134,481,437
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$4,453,156,790
Other income not declared elsewhere2017-12-31$757,903
Administrative expenses (other) incurred2017-12-31$26,588,496
Liabilities. Value of operating payables at end of year2017-12-31$23,361,357
Liabilities. Value of operating payables at beginning of year2017-12-31$22,906,772
Total non interest bearing cash at end of year2017-12-31$6,763,474
Total non interest bearing cash at beginning of year2017-12-31$8,040,747
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$3,902,918,646
Value of net assets at end of year (total assets less liabilities)2017-12-31$41,943,036,343
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$38,040,117,697
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 default2017-12-31Yes
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2017-12-31$55,466,905
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Assets. partnership/joint venture interests at end of year2017-12-31$6,377,637,103
Assets. partnership/joint venture interests at beginning of year2017-12-31$5,827,643,094
Investment advisory and management fees2017-12-31$224,113,804
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$633,427,848
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$364,395,113
Value of interest in pooled separate accounts at end of year2017-12-31$2,783,217,539
Value of interest in pooled separate accounts at beginning of year2017-12-31$2,808,922,125
Income. Interest from loans (other than to participants)2017-12-31$1,713,643
Interest earned on other investments2017-12-31$254,492,192
Income. Interest from US Government securities2017-12-31$56,563,534
Income. Interest from corporate debt instruments2017-12-31$164,475,980
Value of interest in common/collective trusts at end of year2017-12-31$12,766,289,545
Value of interest in common/collective trusts at beginning of year2017-12-31$10,468,298,611
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$4,599,575,360
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$4,406,483,987
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$4,406,483,987
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$12,806,831
Assets. Value of investments in 103.12 investment entities at end of year2017-12-31$1,418,892,971
Assets. Value of investments in 103.12 investment entities at beginning of year2017-12-31$1,212,766,405
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$94,936,039
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$100,606,689
Asset value of US Government securities at end of year2017-12-31$3,694,202,802
Asset value of US Government securities at beginning of year2017-12-31$3,880,737,255
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$41,389,856
Net investment gain/loss from pooled separate accounts2017-12-31$161,658,648
Net investment gain or loss from common/collective trusts2017-12-31$2,286,083,596
Net gain/loss from 103.12 investment entities2017-12-31$206,126,567
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
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$1,819,896,749
Employer contributions (assets) at end of year2017-12-31$163,600,000
Employer contributions (assets) at beginning of year2017-12-31$148,800,000
Income. Dividends from common stock2017-12-31$149,886,301
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$2,758,496,863
Asset. Corporate debt instrument debt (other) at end of year2017-12-31$5,076,533,658
Asset. Corporate debt instrument debt (other) at beginning of year2017-12-31$5,609,253,074
Contract administrator fees2017-12-31$71,957,903
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$5,918,406,402
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$4,992,608,677
Liabilities. Value of benefit claims payable at end of year2017-12-31$8,577,947
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$6,950,508
Assets. Value of buildings and other operty used in plan operation at end of year2017-12-31$4,591,943
Assets. Value of buildings and other operty used in plan operation at beginning of year2017-12-31$3,289,437
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 appraiser2017-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$17,256,564,064
Aggregate carrying amount (costs) on sale of assets2017-12-31$16,665,943,479
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 name2017-12-31LINDQUIST LLP
Accountancy firm EIN2017-12-31522385296
2016 : WESTERN CONFERENCE OF TEAMSTERS PENSION PLAN 2016 401k financial data
Unrealized appreciation/depreciation of real estate assets2016-12-31$207,130,363
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$784,071,504
Total unrealized appreciation/depreciation of assets2016-12-31$991,201,867
Total transfer of assets from this plan2016-12-31$2,789,868
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$4,483,014,070
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$4,018,991,450
Expenses. Interest paid2016-12-31$56,608
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022016-12-31$56,608
Total income from all sources (including contributions)2016-12-31$4,679,673,128
Total loss/gain on sale of assets2016-12-31$109,033,871
Total of all expenses incurred2016-12-31$2,969,826,433
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$2,672,007,659
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,683,556,444
Value of total assets at end of year2016-12-31$42,523,131,767
Value of total assets at beginning of year2016-12-31$40,352,052,320
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$297,762,166
Total income from rents2016-12-31$126,514,954
Total interest from all sources2016-12-31$335,682,885
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$170,323,066
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$19,577,777
Assets. Real estate other than employer real property at end of year2016-12-31$2,417,858,964
Assets. Real estate other than employer real property at beginning of year2016-12-31$2,632,574,970
Administrative expenses professional fees incurred2016-12-31$7,069,568
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$20,000,000
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2016-12-3112453290
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$244,889,166
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$216,105,693
Assets. Loans (other than to participants) at end of year2016-12-31$28,538,423
Assets. Loans (other than to participants) at beginning of year2016-12-31$30,633,767
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$4,453,156,790
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$3,983,380,668
Other income not declared elsewhere2016-12-31$255,832
Administrative expenses (other) incurred2016-12-31$24,140,626
Liabilities. Value of operating payables at end of year2016-12-31$22,906,772
Liabilities. Value of operating payables at beginning of year2016-12-31$26,837,452
Total non interest bearing cash at end of year2016-12-31$8,040,747
Total non interest bearing cash at beginning of year2016-12-31$6,723,956
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$1,709,846,695
Value of net assets at end of year (total assets less liabilities)2016-12-31$38,040,117,697
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$36,333,060,870
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 default2016-12-31Yes
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2016-12-31$92,720,815
Were any leases to which the plan was party in default or uncollectible2016-12-31Yes
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2016-12-31$18,600
Assets. partnership/joint venture interests at end of year2016-12-31$5,827,643,094
Assets. partnership/joint venture interests at beginning of year2016-12-31$5,545,042,758
Investment advisory and management fees2016-12-31$198,690,207
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$364,395,113
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$335,181,811
Value of interest in pooled separate accounts at end of year2016-12-31$2,808,922,125
Value of interest in pooled separate accounts at beginning of year2016-12-31$2,492,144,179
Income. Interest from loans (other than to participants)2016-12-31$1,816,043
Interest earned on other investments2016-12-31$93,116,359
Income. Interest from US Government securities2016-12-31$47,476,403
Income. Interest from corporate debt instruments2016-12-31$190,309,921
Value of interest in common/collective trusts at end of year2016-12-31$10,468,298,611
Value of interest in common/collective trusts at beginning of year2016-12-31$9,860,936,285
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$4,406,483,987
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$3,866,134,498
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$3,866,134,498
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$2,964,159
Assets. Value of investments in 103.12 investment entities at end of year2016-12-31$1,212,766,405
Assets. Value of investments in 103.12 investment entities at beginning of year2016-12-31$1,109,910,278
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$100,606,689
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$98,162,705
Asset value of US Government securities at end of year2016-12-31$3,880,737,255
Asset value of US Government securities at beginning of year2016-12-31$3,606,348,481
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$10,039,228
Net investment gain/loss from pooled separate accounts2016-12-31$197,709,261
Net investment gain or loss from common/collective trusts2016-12-31$971,963,202
Net gain/loss from 103.12 investment entities2016-12-31$83,392,518
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
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$1,683,556,444
Employer contributions (assets) at end of year2016-12-31$148,800,000
Employer contributions (assets) at beginning of year2016-12-31$161,139,064
Income. Dividends from common stock2016-12-31$150,745,289
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$2,672,007,659
Asset. Corporate debt instrument debt (other) at end of year2016-12-31$5,609,253,074
Asset. Corporate debt instrument debt (other) at beginning of year2016-12-31$5,936,655,905
Contract administrator fees2016-12-31$67,861,765
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$4,992,608,677
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$4,451,465,493
Liabilities. Value of benefit claims payable at end of year2016-12-31$6,950,508
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$8,773,330
Assets. Value of buildings and other operty used in plan operation at end of year2016-12-31$3,289,437
Assets. Value of buildings and other operty used in plan operation at beginning of year2016-12-31$2,892,477
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 appraiser2016-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$21,206,791,536
Aggregate carrying amount (costs) on sale of assets2016-12-31$21,097,757,665
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 name2016-12-31LINDQUIST LLP
Accountancy firm EIN2016-12-31522385296
2015 : WESTERN CONFERENCE OF TEAMSTERS PENSION PLAN 2015 401k financial data
Unrealized appreciation/depreciation of real estate assets2015-12-31$282,049,967
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-51,095,894
Total unrealized appreciation/depreciation of assets2015-12-31$230,954,073
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$4,018,991,450
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$4,366,166,446
Expenses. Interest paid2015-12-31$804
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022015-12-31$804
Total income from all sources (including contributions)2015-12-31$2,466,484,786
Total loss/gain on sale of assets2015-12-31$-64,640,864
Total of all expenses incurred2015-12-31$2,865,258,122
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$2,600,176,729
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,633,394,917
Value of total assets at end of year2015-12-31$40,352,052,320
Value of total assets at beginning of year2015-12-31$41,098,000,652
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$265,080,589
Total income from rents2015-12-31$138,503,034
Total interest from all sources2015-12-31$446,736,029
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$160,778,194
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$24,983,293
Assets. Real estate other than employer real property at end of year2015-12-31$2,632,574,970
Assets. Real estate other than employer real property at beginning of year2015-12-31$2,327,118,870
Administrative expenses professional fees incurred2015-12-31$6,049,552
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$20,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2015-12-3112794167
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$216,105,693
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$496,161,822
Assets. Loans (other than to participants) at end of year2015-12-31$30,633,767
Assets. Loans (other than to participants) at beginning of year2015-12-31$33,319,350
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$3,983,380,668
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$4,336,562,610
Other income not declared elsewhere2015-12-31$4,538,098
Administrative expenses (other) incurred2015-12-31$26,246,822
Liabilities. Value of operating payables at end of year2015-12-31$26,837,452
Liabilities. Value of operating payables at beginning of year2015-12-31$22,241,658
Total non interest bearing cash at end of year2015-12-31$6,723,956
Total non interest bearing cash at beginning of year2015-12-31$6,493,634
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-398,773,336
Value of net assets at end of year (total assets less liabilities)2015-12-31$36,333,060,870
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$36,731,834,206
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 default2015-12-31Yes
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2015-12-31$65,961,821
Were any leases to which the plan was party in default or uncollectible2015-12-31Yes
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2015-12-31$190,362
Assets. partnership/joint venture interests at end of year2015-12-31$5,545,042,758
Assets. partnership/joint venture interests at beginning of year2015-12-31$5,034,237,362
Investment advisory and management fees2015-12-31$167,383,031
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$335,181,811
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$326,588,038
Value of interest in pooled separate accounts at end of year2015-12-31$2,492,144,179
Value of interest in pooled separate accounts at beginning of year2015-12-31$2,326,796,174
Income. Interest from loans (other than to participants)2015-12-31$1,890,101
Interest earned on other investments2015-12-31$177,114,571
Income. Interest from US Government securities2015-12-31$43,092,492
Income. Interest from corporate debt instruments2015-12-31$224,043,162
Value of interest in common/collective trusts at end of year2015-12-31$9,860,936,285
Value of interest in common/collective trusts at beginning of year2015-12-31$10,613,315,407
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$3,866,134,498
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$4,055,407,184
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$4,055,407,184
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$595,703
Assets. Value of investments in 103.12 investment entities at end of year2015-12-31$1,109,910,278
Assets. Value of investments in 103.12 investment entities at beginning of year2015-12-31$1,091,162,576
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$98,162,705
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$94,056,357
Asset value of US Government securities at end of year2015-12-31$3,606,348,481
Asset value of US Government securities at beginning of year2015-12-31$3,988,335,471
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-16,389,519
Net investment gain/loss from pooled separate accounts2015-12-31$225,267,690
Net investment gain or loss from common/collective trusts2015-12-31$-237,445,337
Net gain/loss from 103.12 investment entities2015-12-31$-55,211,529
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$1,633,394,917
Employer contributions (assets) at end of year2015-12-31$161,139,064
Employer contributions (assets) at beginning of year2015-12-31$132,070,392
Income. Dividends from common stock2015-12-31$135,794,901
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$2,600,176,729
Asset. Corporate debt instrument debt (other) at end of year2015-12-31$5,936,655,905
Asset. Corporate debt instrument debt (other) at beginning of year2015-12-31$6,200,994,698
Contract administrator fees2015-12-31$65,401,184
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$4,451,465,493
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$4,369,057,520
Liabilities. Value of benefit claims payable at end of year2015-12-31$8,773,330
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$7,362,178
Assets. Value of buildings and other operty used in plan operation at end of year2015-12-31$2,892,477
Assets. Value of buildings and other operty used in plan operation at beginning of year2015-12-31$2,885,797
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 appraiser2015-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$20,403,635,404
Aggregate carrying amount (costs) on sale of assets2015-12-31$20,468,276,268
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 name2015-12-31LINDQUIST LLP
Accountancy firm EIN2015-12-31522385296
2014 : WESTERN CONFERENCE OF TEAMSTERS PENSION PLAN 2014 401k financial data
Unrealized appreciation/depreciation of real estate assets2014-12-31$155,663,032
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$960,810,264
Total unrealized appreciation/depreciation of assets2014-12-31$1,116,473,296
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$4,366,166,446
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$4,838,529,112
Expenses. Interest paid2014-12-31$10,365
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022014-12-31$10,365
Total income from all sources (including contributions)2014-12-31$4,336,785,674
Total loss/gain on sale of assets2014-12-31$181,622,851
Total of all expenses incurred2014-12-31$2,789,280,222
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$2,530,290,657
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,544,129,223
Value of total assets at end of year2014-12-31$41,098,000,652
Value of total assets at beginning of year2014-12-31$40,022,857,866
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$258,979,200
Total income from rents2014-12-31$130,387,280
Total interest from all sources2014-12-31$440,597,104
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$125,445,506
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$17,677,507
Assets. Real estate other than employer real property at end of year2014-12-31$2,327,118,870
Assets. Real estate other than employer real property at beginning of year2014-12-31$2,162,849,985
Administrative expenses professional fees incurred2014-12-31$7,272,412
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$20,000,000
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2014-12-3116879284
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$496,161,822
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$257,257,930
Assets. Loans (other than to participants) at end of year2014-12-31$33,319,350
Assets. Loans (other than to participants) at beginning of year2014-12-31$34,503,528
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$4,336,562,610
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$4,803,474,496
Other income not declared elsewhere2014-12-31$1,980,293
Administrative expenses (other) incurred2014-12-31$17,432,519
Liabilities. Value of operating payables at end of year2014-12-31$22,241,658
Liabilities. Value of operating payables at beginning of year2014-12-31$27,717,887
Total non interest bearing cash at end of year2014-12-31$6,493,634
Total non interest bearing cash at beginning of year2014-12-31$4,901,812
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$1,547,505,452
Value of net assets at end of year (total assets less liabilities)2014-12-31$36,731,834,206
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$35,184,328,754
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 default2014-12-31Yes
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2014-12-31$59,041,900
Were any leases to which the plan was party in default or uncollectible2014-12-31Yes
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2014-12-31$328,479
Assets. partnership/joint venture interests at end of year2014-12-31$5,034,237,362
Assets. partnership/joint venture interests at beginning of year2014-12-31$4,688,385,977
Investment advisory and management fees2014-12-31$169,863,190
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$326,588,038
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$304,713,926
Value of interest in pooled separate accounts at end of year2014-12-31$2,326,796,174
Value of interest in pooled separate accounts at beginning of year2014-12-31$2,115,665,583
Income. Interest from loans (other than to participants)2014-12-31$1,984,083
Interest earned on other investments2014-12-31$159,082,166
Income. Interest from US Government securities2014-12-31$46,193,157
Income. Interest from corporate debt instruments2014-12-31$232,428,013
Value of interest in common/collective trusts at end of year2014-12-31$10,613,315,407
Value of interest in common/collective trusts at beginning of year2014-12-31$10,817,238,666
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$4,055,407,184
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$5,245,300,510
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$5,245,300,510
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$909,685
Assets. Value of investments in 103.12 investment entities at end of year2014-12-31$1,091,162,576
Assets. Value of investments in 103.12 investment entities at beginning of year2014-12-31$1,072,285,380
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$94,056,357
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$119,358,976
Asset value of US Government securities at end of year2014-12-31$3,988,335,471
Asset value of US Government securities at beginning of year2014-12-31$4,180,376,707
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$1,683,868
Net investment gain/loss from pooled separate accounts2014-12-31$212,447,554
Net investment gain or loss from common/collective trusts2014-12-31$563,141,503
Net gain/loss from 103.12 investment entities2014-12-31$18,877,196
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
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$1,544,129,223
Employer contributions (assets) at end of year2014-12-31$132,070,392
Employer contributions (assets) at beginning of year2014-12-31$104,785,882
Income. Dividends from common stock2014-12-31$107,767,999
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$2,530,290,657
Asset. Corporate debt instrument debt (other) at end of year2014-12-31$6,200,994,698
Asset. Corporate debt instrument debt (other) at beginning of year2014-12-31$5,151,933,756
Contract administrator fees2014-12-31$64,411,079
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$4,369,057,520
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$3,757,488,474
Liabilities. Value of benefit claims payable at end of year2014-12-31$7,362,178
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$7,336,729
Assets. Value of buildings and other operty used in plan operation at end of year2014-12-31$2,885,797
Assets. Value of buildings and other operty used in plan operation at beginning of year2014-12-31$5,810,774
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 appraiser2014-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$23,271,965,565
Aggregate carrying amount (costs) on sale of assets2014-12-31$23,090,342,714
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 name2014-12-31LINDQUIST LLP
Accountancy firm EIN2014-12-31522385296
2013 : WESTERN CONFERENCE OF TEAMSTERS PENSION PLAN 2013 401k financial data
Unrealized appreciation/depreciation of real estate assets2013-12-31$132,511,831
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$709,454,911
Total unrealized appreciation/depreciation of assets2013-12-31$841,966,742
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$4,838,529,112
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$5,812,230,085
Expenses. Interest paid2013-12-31$248
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022013-12-31$248
Total income from all sources (including contributions)2013-12-31$5,592,966,632
Total loss/gain on sale of assets2013-12-31$145,426,989
Total of all expenses incurred2013-12-31$2,729,191,979
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$2,452,837,709
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,431,090,793
Value of total assets at end of year2013-12-31$40,022,857,866
Value of total assets at beginning of year2013-12-31$38,132,784,186
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$276,354,022
Total income from rents2013-12-31$124,148,794
Total interest from all sources2013-12-31$405,462,784
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$117,944,342
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$4,487,322
Assets. Real estate other than employer real property at end of year2013-12-31$2,162,849,985
Assets. Real estate other than employer real property at beginning of year2013-12-31$2,132,753,044
Administrative expenses professional fees incurred2013-12-31$7,438,999
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$20,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2013-12-3121657334
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Assets. Other investments not covered elsewhere at end of year2013-12-31$70,307,875
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$167,200,205
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$257,257,930
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$1,110,414,664
Assets. Loans (other than to participants) at end of year2013-12-31$34,503,528
Assets. Loans (other than to participants) at beginning of year2013-12-31$56,328,711
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$4,803,474,496
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$5,770,444,752
Other income not declared elsewhere2013-12-31$2,181,034
Administrative expenses (other) incurred2013-12-31$19,278,029
Liabilities. Value of operating payables at end of year2013-12-31$27,717,887
Liabilities. Value of operating payables at beginning of year2013-12-31$29,233,029
Total non interest bearing cash at end of year2013-12-31$4,901,812
Total non interest bearing cash at beginning of year2013-12-31$5,028,240
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$2,863,774,653
Value of net assets at end of year (total assets less liabilities)2013-12-31$35,184,328,754
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$32,320,554,101
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 default2013-12-31Yes
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2013-12-31$65,861,995
Were any leases to which the plan was party in default or uncollectible2013-12-31Yes
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2013-12-31$963,630
Assets. partnership/joint venture interests at end of year2013-12-31$4,688,385,977
Assets. partnership/joint venture interests at beginning of year2013-12-31$3,819,500,921
Investment advisory and management fees2013-12-31$187,465,634
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$304,713,926
Value of interest in pooled separate accounts at end of year2013-12-31$2,115,665,583
Value of interest in pooled separate accounts at beginning of year2013-12-31$1,862,098,407
Income. Interest from loans (other than to participants)2013-12-31$3,822,912
Interest earned on other investments2013-12-31$138,631,158
Income. Interest from US Government securities2013-12-31$25,297,514
Income. Interest from corporate debt instruments2013-12-31$232,846,430
Value of interest in common/collective trusts at end of year2013-12-31$10,817,238,666
Value of interest in common/collective trusts at beginning of year2013-12-31$8,916,422,823
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$5,245,300,510
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$4,612,095,190
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$4,612,095,190
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$4,864,770
Assets. Value of investments in 103.12 investment entities at end of year2013-12-31$1,072,285,380
Assets. Value of investments in 103.12 investment entities at beginning of year2013-12-31$1,127,626,754
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$119,358,976
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$128,891,280
Asset value of US Government securities at end of year2013-12-31$4,180,376,707
Asset value of US Government securities at beginning of year2013-12-31$6,406,393,933
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$233,881
Net investment gain/loss from pooled separate accounts2013-12-31$167,522,204
Net investment gain or loss from common/collective trusts2013-12-31$2,412,330,444
Net gain/loss from 103.12 investment entities2013-12-31$-55,341,375
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
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$1,431,090,793
Employer contributions (assets) at end of year2013-12-31$104,785,882
Employer contributions (assets) at beginning of year2013-12-31$99,177,191
Income. Dividends from common stock2013-12-31$113,457,020
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$2,452,837,709
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$5,081,625,881
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$5,703,214,836
Contract administrator fees2013-12-31$62,171,360
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$3,757,488,474
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$1,977,057,991
Liabilities. Value of benefit claims payable at end of year2013-12-31$7,336,729
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$12,552,304
Assets. Value of buildings and other operty used in plan operation at end of year2013-12-31$5,810,774
Assets. Value of buildings and other operty used in plan operation at beginning of year2013-12-31$8,579,996
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 appraiser2013-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$36,376,745,139
Aggregate carrying amount (costs) on sale of assets2013-12-31$36,231,318,150
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 name2013-12-31LINDQUIST LLP
Accountancy firm EIN2013-12-31522385296
2012 : WESTERN CONFERENCE OF TEAMSTERS PENSION PLAN 2012 401k financial data
Unrealized appreciation/depreciation of real estate assets2012-12-31$201,778,998
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$1,120,837,925
Total unrealized appreciation/depreciation of assets2012-12-31$1,322,616,923
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$5,812,230,085
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$6,172,758,233
Expenses. Interest paid2012-12-31$7,003
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022012-12-31$7,003
Total income from all sources (including contributions)2012-12-31$5,032,875,310
Total loss/gain on sale of assets2012-12-31$197,331,215
Total of all expenses incurred2012-12-31$2,608,351,666
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$2,369,691,546
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,367,269,396
Value of total assets at end of year2012-12-31$38,132,784,186
Value of total assets at beginning of year2012-12-31$36,068,788,690
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$238,653,117
Total income from rents2012-12-31$120,277,903
Total interest from all sources2012-12-31$426,437,861
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$46,149,955
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Assets. Real estate other than employer real property at end of year2012-12-31$2,132,753,044
Assets. Real estate other than employer real property at beginning of year2012-12-31$2,078,736,940
Administrative expenses professional fees incurred2012-12-31$6,991,651
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$20,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2012-12-3148315979
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Assets. Other investments not covered elsewhere at end of year2012-12-31$167,200,205
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$207,926,093
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$1,110,414,664
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$1,369,054,345
Assets. Loans (other than to participants) at end of year2012-12-31$56,328,711
Assets. Loans (other than to participants) at beginning of year2012-12-31$58,115,317
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$5,770,444,752
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$6,146,692,883
Other income not declared elsewhere2012-12-31$1,838,363
Administrative expenses (other) incurred2012-12-31$14,812,748
Liabilities. Value of operating payables at end of year2012-12-31$29,233,029
Liabilities. Value of operating payables at beginning of year2012-12-31$15,604,794
Total non interest bearing cash at end of year2012-12-31$5,028,240
Total non interest bearing cash at beginning of year2012-12-31$5,918,124
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$2,424,523,644
Value of net assets at end of year (total assets less liabilities)2012-12-31$32,320,554,101
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$29,896,030,457
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 default2012-12-31Yes
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2012-12-31$66,342,934
Were any leases to which the plan was party in default or uncollectible2012-12-31Yes
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2012-12-31$1,006,378
Assets. partnership/joint venture interests at end of year2012-12-31$3,819,500,921
Assets. partnership/joint venture interests at beginning of year2012-12-31$2,714,446,956
Investment advisory and management fees2012-12-31$154,900,899
Value of interest in pooled separate accounts at end of year2012-12-31$1,862,098,407
Value of interest in pooled separate accounts at beginning of year2012-12-31$1,427,762,560
Income. Interest from loans (other than to participants)2012-12-31$3,489,622
Interest earned on other investments2012-12-31$79,193,519
Income. Interest from US Government securities2012-12-31$77,052,605
Income. Interest from corporate debt instruments2012-12-31$265,724,813
Value of interest in common/collective trusts at end of year2012-12-31$8,916,422,823
Value of interest in common/collective trusts at beginning of year2012-12-31$8,314,624,197
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$4,612,095,190
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$4,681,149,791
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$4,681,149,791
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$977,302
Assets. Value of investments in 103.12 investment entities at end of year2012-12-31$1,127,626,754
Assets. Value of investments in 103.12 investment entities at beginning of year2012-12-31$1,019,955,646
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$128,891,280
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$136,901,677
Asset value of US Government securities at end of year2012-12-31$6,406,393,933
Asset value of US Government securities at beginning of year2012-12-31$6,311,484,925
Net investment gain/loss from pooled separate accounts2012-12-31$128,478,826
Net investment gain or loss from common/collective trusts2012-12-31$1,314,803,759
Net gain/loss from 103.12 investment entities2012-12-31$107,671,109
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$1,367,269,396
Employer contributions (assets) at end of year2012-12-31$99,177,191
Employer contributions (assets) at beginning of year2012-12-31$100,756,582
Income. Dividends from preferred stock2012-12-31$565,622
Income. Dividends from common stock2012-12-31$45,584,333
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$2,369,691,546
Asset. Corporate debt instrument debt (other) at end of year2012-12-31$5,703,214,836
Asset. Corporate debt instrument debt (other) at beginning of year2012-12-31$5,914,862,332
Contract administrator fees2012-12-31$61,947,819
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$1,977,057,991
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$1,716,173,674
Liabilities. Value of benefit claims payable at end of year2012-12-31$12,552,304
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$10,460,556
Assets. Value of buildings and other operty used in plan operation at end of year2012-12-31$8,579,996
Assets. Value of buildings and other operty used in plan operation at beginning of year2012-12-31$10,919,531
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 appraiser2012-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$38,846,277,102
Aggregate carrying amount (costs) on sale of assets2012-12-31$38,648,945,887
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 name2012-12-31LINDQUIST LLP
Accountancy firm EIN2012-12-31522385296
2011 : WESTERN CONFERENCE OF TEAMSTERS PENSION PLAN 2011 401k financial data
Unrealized appreciation/depreciation of real estate assets2011-12-31$64,502,944
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$911,444,701
Total unrealized appreciation/depreciation of assets2011-12-31$975,947,645
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$6,172,758,233
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$6,505,833,531
Expenses. Interest paid2011-12-31$1,442
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022011-12-31$1,442
Total income from all sources (including contributions)2011-12-31$3,219,947,269
Total loss/gain on sale of assets2011-12-31$241,188,295
Total of all expenses incurred2011-12-31$2,498,460,337
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$2,304,308,290
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,322,549,210
Value of total assets at end of year2011-12-31$36,068,788,690
Value of total assets at beginning of year2011-12-31$35,680,377,056
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$194,150,605
Total income from rents2011-12-31$121,368,404
Total interest from all sources2011-12-31$392,810,291
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$58,481,642
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Assets. Real estate other than employer real property at end of year2011-12-31$2,078,736,940
Assets. Real estate other than employer real property at beginning of year2011-12-31$1,757,665,979
Administrative expenses professional fees incurred2011-12-31$6,925,128
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$20,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2011-12-314470173
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Assets. Other investments not covered elsewhere at end of year2011-12-31$207,926,093
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$235,144,362
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$1,369,054,345
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$1,457,129,849
Assets. Loans (other than to participants) at end of year2011-12-31$58,115,317
Assets. Loans (other than to participants) at beginning of year2011-12-31$59,519,059
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$6,146,692,883
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$6,455,207,920
Other income not declared elsewhere2011-12-31$3,361,136
Administrative expenses (other) incurred2011-12-31$15,036,457
Liabilities. Value of operating payables at end of year2011-12-31$15,604,794
Liabilities. Value of operating payables at beginning of year2011-12-31$39,069,597
Total non interest bearing cash at end of year2011-12-31$5,918,124
Total non interest bearing cash at beginning of year2011-12-31$7,740,129
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$721,486,932
Value of net assets at end of year (total assets less liabilities)2011-12-31$29,896,030,457
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$29,174,543,525
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 default2011-12-31Yes
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2011-12-31$93,773,795
Were any leases to which the plan was party in default or uncollectible2011-12-31Yes
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2011-12-31$2,077,311
Assets. partnership/joint venture interests at end of year2011-12-31$2,714,446,956
Assets. partnership/joint venture interests at beginning of year2011-12-31$2,150,165,630
Investment advisory and management fees2011-12-31$110,395,202
Value of interest in pooled separate accounts at end of year2011-12-31$1,427,762,560
Value of interest in pooled separate accounts at beginning of year2011-12-31$1,294,126,690
Income. Interest from loans (other than to participants)2011-12-31$3,791,119
Interest earned on other investments2011-12-31$33,938,470
Income. Interest from US Government securities2011-12-31$85,101,477
Income. Interest from corporate debt instruments2011-12-31$269,738,186
Value of interest in common/collective trusts at end of year2011-12-31$8,314,624,197
Value of interest in common/collective trusts at beginning of year2011-12-31$9,891,139,897
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$4,681,149,791
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$4,402,862,387
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$4,402,862,387
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$241,039
Assets. Value of investments in 103.12 investment entities at end of year2011-12-31$1,019,955,646
Assets. Value of investments in 103.12 investment entities at beginning of year2011-12-31$601,075,433
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$136,901,677
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$153,247,642
Asset value of US Government securities at end of year2011-12-31$6,311,484,925
Asset value of US Government securities at beginning of year2011-12-31$6,151,195,704
Net investment gain/loss from pooled separate accounts2011-12-31$173,785,518
Net investment gain or loss from common/collective trusts2011-12-31$-138,324,044
Net gain/loss from 103.12 investment entities2011-12-31$68,779,172
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
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$1,322,549,210
Employer contributions (assets) at end of year2011-12-31$100,756,582
Employer contributions (assets) at beginning of year2011-12-31$95,176,773
Income. Dividends from preferred stock2011-12-31$22,060,496
Income. Dividends from common stock2011-12-31$36,421,146
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$2,304,308,290
Asset. Corporate debt instrument debt (other) at end of year2011-12-31$5,914,862,332
Asset. Corporate debt instrument debt (other) at beginning of year2011-12-31$5,762,329,064
Contract administrator fees2011-12-31$61,793,818
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$1,716,173,674
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$1,648,692,655
Liabilities. Value of benefit claims payable at end of year2011-12-31$10,460,556
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$11,556,014
Assets. Value of buildings and other operty used in plan operation at end of year2011-12-31$10,919,531
Assets. Value of buildings and other operty used in plan operation at beginning of year2011-12-31$13,165,803
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 appraiser2011-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$45,178,505,570
Aggregate carrying amount (costs) on sale of assets2011-12-31$44,937,317,275
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 name2011-12-31LINDQUIST LLP
Accountancy firm EIN2011-12-31522385296
2010 : WESTERN CONFERENCE OF TEAMSTERS PENSION PLAN 2010 401k financial data
Unrealized appreciation/depreciation of real estate assets2010-12-31$9,783,485
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$1,186,192,792
Total unrealized appreciation/depreciation of assets2010-12-31$1,195,976,277
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$6,505,833,531
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$4,357,644,070
Expenses. Interest paid2010-12-31$5,895
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022010-12-31$5,895
Total income from all sources (including contributions)2010-12-31$4,953,536,696
Total loss/gain on sale of assets2010-12-31$271,408,129
Total of all expenses incurred2010-12-31$2,434,380,702
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$2,226,897,206
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,276,476,468
Value of total assets at end of year2010-12-31$35,680,377,056
Value of total assets at beginning of year2010-12-31$31,013,031,601
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$207,477,601
Total income from rents2010-12-31$118,962,942
Total interest from all sources2010-12-31$437,200,929
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$54,534,599
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Assets. Real estate other than employer real property at end of year2010-12-31$1,757,665,979
Assets. Real estate other than employer real property at beginning of year2010-12-31$1,555,199,916
Administrative expenses professional fees incurred2010-12-31$6,710,093
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$20,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2010-12-314414759
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
Assets. Other investments not covered elsewhere at end of year2010-12-31$235,144,362
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$299,160,813
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$1,457,129,849
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$601,538,552
Assets. Loans (other than to participants) at end of year2010-12-31$59,519,059
Assets. Loans (other than to participants) at beginning of year2010-12-31$63,110,039
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$6,455,207,920
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$4,304,245,979
Administrative expenses (other) incurred2010-12-31$15,211,416
Liabilities. Value of operating payables at end of year2010-12-31$39,069,597
Liabilities. Value of operating payables at beginning of year2010-12-31$36,209,793
Total non interest bearing cash at end of year2010-12-31$7,740,129
Total non interest bearing cash at beginning of year2010-12-31$4,126,122
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$2,519,155,994
Value of net assets at end of year (total assets less liabilities)2010-12-31$29,174,543,525
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$26,655,387,531
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 default2010-12-31Yes
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2010-12-31$128,404,791
Were any leases to which the plan was party in default or uncollectible2010-12-31Yes
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2010-12-31$1,654,432
Assets. partnership/joint venture interests at end of year2010-12-31$2,150,165,630
Assets. partnership/joint venture interests at beginning of year2010-12-31$1,508,484,667
Investment advisory and management fees2010-12-31$122,767,303
Value of interest in pooled separate accounts at end of year2010-12-31$1,294,126,690
Value of interest in pooled separate accounts at beginning of year2010-12-31$1,134,081,575
Income. Interest from loans (other than to participants)2010-12-31$3,963,370
Interest earned on other investments2010-12-31$52,878,865
Income. Interest from US Government securities2010-12-31$97,048,294
Income. Interest from corporate debt instruments2010-12-31$283,248,521
Value of interest in common/collective trusts at end of year2010-12-31$9,891,139,897
Value of interest in common/collective trusts at beginning of year2010-12-31$8,892,175,175
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$4,402,862,387
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$3,615,778,865
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$3,615,778,865
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$61,879
Assets. Value of investments in 103.12 investment entities at end of year2010-12-31$601,075,433
Assets. Value of investments in 103.12 investment entities at beginning of year2010-12-31$263,029,393
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$153,247,642
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$165,325,969
Asset value of US Government securities at end of year2010-12-31$6,151,195,704
Asset value of US Government securities at beginning of year2010-12-31$5,335,369,346
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$2,366,852
Net investment gain/loss from pooled separate accounts2010-12-31$161,273,268
Net investment gain or loss from common/collective trusts2010-12-31$1,347,291,191
Net gain/loss from 103.12 investment entities2010-12-31$88,046,041
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$1,276,476,468
Employer contributions (assets) at end of year2010-12-31$95,176,773
Employer contributions (assets) at beginning of year2010-12-31$94,798,819
Income. Dividends from preferred stock2010-12-31$19,238,622
Income. Dividends from common stock2010-12-31$35,295,977
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$2,226,897,206
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$5,762,329,064
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$5,989,182,165
Contract administrator fees2010-12-31$62,788,789
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$1,648,692,655
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$1,476,047,586
Liabilities. Value of benefit claims payable at end of year2010-12-31$11,556,014
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$17,188,298
Assets. Value of buildings and other operty used in plan operation at end of year2010-12-31$13,165,803
Assets. Value of buildings and other operty used in plan operation at beginning of year2010-12-31$15,622,599
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 appraiser2010-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$34,706,750,149
Aggregate carrying amount (costs) on sale of assets2010-12-31$34,435,342,020
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 name2010-12-31LINDQUIST LLP
Accountancy firm EIN2010-12-31522385296
2009 : WESTERN CONFERENCE OF TEAMSTERS PENSION PLAN 2009 401k financial data
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2009-12-310
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 WESTERN CONFERENCE OF TEAMSTERS PENSION PLAN

2022: WESTERN CONFERENCE OF TEAMSTERS PENSION PLAN 2022 form 5500 responses
2022-01-01Type of plan entityMulti-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 funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: WESTERN CONFERENCE OF TEAMSTERS PENSION PLAN 2021 form 5500 responses
2021-01-01Type of plan entityMulti-employer plan
2021-01-01Submission has been amendedYes
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 funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: WESTERN CONFERENCE OF TEAMSTERS PENSION PLAN 2020 form 5500 responses
2020-01-01Type of plan entityMulti-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 funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: WESTERN CONFERENCE OF TEAMSTERS PENSION PLAN 2019 form 5500 responses
2019-01-01Type of plan entityMulti-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 funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: WESTERN CONFERENCE OF TEAMSTERS PENSION PLAN 2018 form 5500 responses
2018-01-01Type of plan entityMulti-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 funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: WESTERN CONFERENCE OF TEAMSTERS PENSION PLAN 2017 form 5500 responses
2017-01-01Type of plan entityMulti-employer plan
2017-01-01Submission has been amendedYes
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 funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: WESTERN CONFERENCE OF TEAMSTERS PENSION PLAN 2016 form 5500 responses
2016-01-01Type of plan entityMulti-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 funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: WESTERN CONFERENCE OF TEAMSTERS PENSION PLAN 2015 form 5500 responses
2015-01-01Type of plan entityMulti-employer plan
2015-01-01Submission has been amendedYes
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 funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: WESTERN CONFERENCE OF TEAMSTERS PENSION PLAN 2014 form 5500 responses
2014-01-01Type of plan entityMulti-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 funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: WESTERN CONFERENCE OF TEAMSTERS PENSION PLAN 2013 form 5500 responses
2013-01-01Type of plan entityMulti-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 funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: WESTERN CONFERENCE OF TEAMSTERS PENSION PLAN 2012 form 5500 responses
2012-01-01Type of plan entityMulti-employer plan
2012-01-01Submission has been amendedYes
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 funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: WESTERN CONFERENCE OF TEAMSTERS PENSION PLAN 2011 form 5500 responses
2011-01-01Type of plan entityMulti-employer plan
2011-01-01Submission has been amendedYes
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 funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: WESTERN CONFERENCE OF TEAMSTERS PENSION PLAN 2010 form 5500 responses
2010-01-01Type of plan entityMulti-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 funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: WESTERN CONFERENCE OF TEAMSTERS PENSION PLAN 2009 form 5500 responses
2009-01-01Type of plan entityMulti-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 funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract numberNDA00001SC
Policy instance 4
Insurance contract or identification numberNDA00001SC
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract numberGA-8217
Policy instance 3
Insurance contract or identification numberGA-8217
Number of Individuals Covered627383
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract numberGA-08216
Policy instance 2
Insurance contract or identification numberGA-08216
Number of Individuals Covered17782
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberGA02147
Policy instance 1
Insurance contract or identification numberGA02147
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
Commission paid to Insurance BrokerUSD $0
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract numberGA-8216
Policy instance 1
Insurance contract or identification numberGA-8216
Number of Individuals Covered20573
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberGA02147
Policy instance 2
Insurance contract or identification numberGA02147
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
Commission paid to Insurance BrokerUSD $0
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract numberGA-8217
Policy instance 3
Insurance contract or identification numberGA-8217
Number of Individuals Covered619203
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract numberNDA00001SC
Policy instance 4
Insurance contract or identification numberNDA00001SC
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberGA02147
Policy instance 1
Insurance contract or identification numberGA02147
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
Commission paid to Insurance BrokerUSD $0
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract numberGA-8216
Policy instance 2
Insurance contract or identification numberGA-8216
Number of Individuals Covered20573
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract numberGA-8216
Policy instance 1
Insurance contract or identification numberGA-8216
Number of Individuals Covered23622
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract numberGA-8217
Policy instance 2
Insurance contract or identification numberGA-8217
Number of Individuals Covered611219
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract numberNDA00001SC
Policy instance 3
Insurance contract or identification numberNDA00001SC
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberGA02147
Policy instance 4
Insurance contract or identification numberGA02147
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
Commission paid to Insurance BrokerUSD $0
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract numberGA-8216
Policy instance 1
Insurance contract or identification numberGA-8216
Number of Individuals Covered26825
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberGA02147
Policy instance 3
Insurance contract or identification numberGA02147
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
Commission paid to Insurance BrokerUSD $0
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract numberGA-8217
Policy instance 2
Insurance contract or identification numberGA-8217
Number of Individuals Covered603035
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MONUMENTAL LIFE (National Association of Insurance Commissioners NAIC id number: 66281 )
Policy contract numberNDA00001SC
Policy instance 4
Insurance contract or identification numberNDA00001SC
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract numberGA-8216
Policy instance 1
Insurance contract or identification numberGA-8216
Number of Individuals Covered30978
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MONUMENTAL LIFE (National Association of Insurance Commissioners NAIC id number: 66281 )
Policy contract numberNDA00001SC
Policy instance 2
Insurance contract or identification numberNDA00001SC
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract numberGA-8217
Policy instance 3
Insurance contract or identification numberGA-8217
Number of Individuals Covered594897
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberGA02147
Policy instance 4
Insurance contract or identification numberGA02147
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
Commission paid to Insurance BrokerUSD $0
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract numberGA-8217
Policy instance 4
Insurance contract or identification numberGA-8217
Number of Individuals Covered585467
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MONUMENTAL LIFE (National Association of Insurance Commissioners NAIC id number: 66281 )
Policy contract numberNDA00001SC
Policy instance 3
Insurance contract or identification numberNDA00001SC
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberGA02147
Policy instance 2
Insurance contract or identification numberGA02147
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
Amount paid for insurance broker fees0
Insurance broker organization code?0
Insurance broker name
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract numberGA-8216
Policy instance 1
Insurance contract or identification numberGA-8216
Number of Individuals Covered34314
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MONUMENTAL LIFE (National Association of Insurance Commissioners NAIC id number: 66281 )
Policy contract numberNDA00001SC
Policy instance 4
Insurance contract or identification numberNDA00001SC
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberGA02147
Policy instance 3
Insurance contract or identification numberGA02147
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
Amount paid for insurance broker fees0
Insurance broker organization code?0
Insurance broker name
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract numberGA-8216
Policy instance 2
Insurance contract or identification numberGA-8216
Number of Individuals Covered34314
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract numberGA-8217
Policy instance 1
Insurance contract or identification numberGA-8217
Number of Individuals Covered585467
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MONUMENTAL LIFE (National Association of Insurance Commissioners NAIC id number: 66281 )
Policy contract numberNDA00001SC
Policy instance 1
Insurance contract or identification numberNDA00001SC
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract numberGA-8216
Policy instance 2
Insurance contract or identification numberGA-8216
Number of Individuals Covered41565
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberGA02147
Policy instance 3
Insurance contract or identification numberGA02147
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $9,608
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
Amount paid for insurance broker fees9608
Insurance broker organization code?6
Insurance broker nameULLICO INVESTMENT COMPANY
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract numberGA-8217
Policy instance 4
Insurance contract or identification numberGA-8217
Number of Individuals Covered562834
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract numberGA-8217
Policy instance 1
Insurance contract or identification numberGA-8217
Number of Individuals Covered553484
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract numberGA-8216
Policy instance 2
Insurance contract or identification numberGA-8216
Number of Individuals Covered45750
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MONUMENTAL LIFE (National Association of Insurance Commissioners NAIC id number: 66281 )
Policy contract numberNDA00001SC
Policy instance 3
Insurance contract or identification numberNDA00001SC
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
MONUMENTAL LIFE (National Association of Insurance Commissioners NAIC id number: 66281 )
Policy contract numberNDA00001SC
Policy instance 3
Insurance contract or identification numberNDA00001SC
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract numberGA-8216
Policy instance 1
Insurance contract or identification numberGA-8216
Number of Individuals Covered49819
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract numberGA-8217
Policy instance 2
Insurance contract or identification numberGA-8217
Number of Individuals Covered545652
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract numberGA-8216
Policy instance 2
Insurance contract or identification numberGA-8216
Number of Individuals Covered54061
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 Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MONUMENTAL LIFE (National Association of Insurance Commissioners NAIC id number: 66281 )
Policy contract numberNDA00001SC
Policy instance 1
Insurance contract or identification numberNDA00001SC
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 Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MONUMENTAL LIFE (National Association of Insurance Commissioners NAIC id number: 66281 )
Policy contract numberNDA00001SC
Policy instance 3
Insurance contract or identification numberNDA00001SC
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 Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract numberGA-8217
Policy instance 2
Insurance contract or identification numberGA-8217
Number of Individuals Covered538803
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 Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract numberGA-8217
Policy instance 3
Insurance contract or identification numberGA-8217
Number of Individuals Covered538803
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 Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract numberGA-8216
Policy instance 1
Insurance contract or identification numberGA-8216
Number of Individuals Covered54061
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 Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract numberGA-8216
Policy instance 3
Insurance contract or identification numberGA-8216
Number of Individuals Covered58476
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 Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract numberGA-8217
Policy instance 1
Insurance contract or identification numberGA-8217
Number of Individuals Covered534242
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 Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MONUMENTAL LIFE (National Association of Insurance Commissioners NAIC id number: 66281 )
Policy contract numberNDA00001SC
Policy instance 2
Insurance contract or identification numberNDA00001SC
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 Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract numberGA-8216
Policy instance 3
Insurance contract or identification numberGA-8216
Number of Individuals Covered63099
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 Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MONUMENTAL LIFE (National Association of Insurance Commissioners NAIC id number: 66281 )
Policy contract numberNDA00001SC
Policy instance 1
Insurance contract or identification numberNDA00001SC
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 Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract numberGA-8217
Policy instance 2
Insurance contract or identification numberGA-8217
Number of Individuals Covered531077
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 Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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