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UNIVERSITY AUXILIARY SERVICES, INC. MONEY PURCHASE PENSION PLAN 401k Plan overview

Plan NameUNIVERSITY AUXILIARY SERVICES, INC. MONEY PURCHASE PENSION PLAN
Plan identification number 001

UNIVERSITY AUXILIARY SERVICES, INC. MONEY PURCHASE PENSION PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

UNIVERSITY AUXILIARY SERVICES, INC. has sponsored the creation of one or more 401k plans.

Company Name:UNIVERSITY AUXILIARY SERVICES, INC.
Employer identification number (EIN):954016653
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UNIVERSITY AUXILIARY SERVICES, INC. MONEY PURCHASE PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012016-01-01ALMA SAHAGUN
0012015-01-01ALMA SAHAGUN ALMA SAHAGUN2016-10-13
0012014-01-01ALMA SAHAGUN ALMA SAHAGUN2015-10-13
0012013-01-01ALMA SAHAGUN ALMA SAHAGUN2014-10-15
0012012-01-01ALMA SAHAGUN ALMA SAHAGUN2013-07-18
0012011-01-01ALMA SAHAGUN
0012010-01-01ALMA SAHAGUN
0012009-01-01JOSE GOMEZ

Plan Statistics for UNIVERSITY AUXILIARY SERVICES, INC. MONEY PURCHASE PENSION PLAN

401k plan membership statisitcs for UNIVERSITY AUXILIARY SERVICES, INC. MONEY PURCHASE PENSION PLAN

Measure Date Value
2016: UNIVERSITY AUXILIARY SERVICES, INC. MONEY PURCHASE PENSION PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01187
Total number of active participants reported on line 7a of the Form 55002016-01-01102
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0192
Total of all active and inactive participants2016-01-01194
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01194
Number of participants with account balances2016-01-01194
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-012
2015: UNIVERSITY AUXILIARY SERVICES, INC. MONEY PURCHASE PENSION PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01190
Total number of active participants reported on line 7a of the Form 55002015-01-0198
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0189
Total of all active and inactive participants2015-01-01187
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01187
Number of participants with account balances2015-01-01187
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-012
2014: UNIVERSITY AUXILIARY SERVICES, INC. MONEY PURCHASE PENSION PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01194
Total number of active participants reported on line 7a of the Form 55002014-01-01102
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0188
Total of all active and inactive participants2014-01-01190
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01190
Number of participants with account balances2014-01-01190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-015
2013: UNIVERSITY AUXILIARY SERVICES, INC. MONEY PURCHASE PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01182
Total number of active participants reported on line 7a of the Form 55002013-01-01110
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0184
Total of all active and inactive participants2013-01-01194
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01194
Number of participants with account balances2013-01-01194
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-012
2012: UNIVERSITY AUXILIARY SERVICES, INC. MONEY PURCHASE PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01188
Total number of active participants reported on line 7a of the Form 55002012-01-0198
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0184
Total of all active and inactive participants2012-01-01182
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01182
Number of participants with account balances2012-01-01182
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0111
2011: UNIVERSITY AUXILIARY SERVICES, INC. MONEY PURCHASE PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01180
Total number of active participants reported on line 7a of the Form 55002011-01-01106
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0182
Total of all active and inactive participants2011-01-01188
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01188
Number of participants with account balances2011-01-01188
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0111
2010: UNIVERSITY AUXILIARY SERVICES, INC. MONEY PURCHASE PENSION PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01129
Total number of active participants reported on line 7a of the Form 55002010-01-01101
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0179
Total of all active and inactive participants2010-01-01180
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01180
Number of participants with account balances2010-01-01180
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-016
2009: UNIVERSITY AUXILIARY SERVICES, INC. MONEY PURCHASE PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01196
Total number of active participants reported on line 7a of the Form 55002009-01-01209
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0180
Total of all active and inactive participants2009-01-01289
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01289
Number of participants with account balances2009-01-01209
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0111

Financial Data on UNIVERSITY AUXILIARY SERVICES, INC. MONEY PURCHASE PENSION PLAN

Measure Date Value
2016 : UNIVERSITY AUXILIARY SERVICES, INC. MONEY PURCHASE PENSION PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$408,359
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$188,235
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$177,015
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$251,479
Value of total assets at end of year2016-12-31$3,462,338
Value of total assets at beginning of year2016-12-31$3,242,214
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$11,220
Total interest from all sources2016-12-31$9,727
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$13,775
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2016-12-31$0
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$13,775
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$5,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Funding deficiency by the employer to the plan for this plan year2016-12-31$0
Minimum employer required contribution for this plan year2016-12-31$251,479
Amount contributed by the employer to the plan for this plan year2016-12-31$251,479
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Participant contributions at end of year2016-12-31$33,529
Participant contributions at beginning of year2016-12-31$21,841
Administrative expenses (other) incurred2016-12-31$11,220
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$220,124
Value of net assets at end of year (total assets less liabilities)2016-12-31$3,462,338
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$3,242,214
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$1,540,055
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$1,450,172
Value of interest in pooled separate accounts at end of year2016-12-31$1,141,085
Value of interest in pooled separate accounts at beginning of year2016-12-31$1,064,085
Interest on participant loans2016-12-31$1,907
Interest earned on other investments2016-12-31$7,820
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$747,669
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$706,116
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$56,004
Net investment gain/loss from pooled separate accounts2016-12-31$77,374
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$251,479
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$177,015
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31MACIAS GINI & O'CONNELL LLP
Accountancy firm EIN2016-12-31680300457
2015 : UNIVERSITY AUXILIARY SERVICES, INC. MONEY PURCHASE PENSION PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$262,351
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$170,179
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$158,397
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$249,878
Value of total assets at end of year2015-12-31$3,242,214
Value of total assets at beginning of year2015-12-31$3,150,042
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$11,782
Total interest from all sources2015-12-31$8,828
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$15,499
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$15,499
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$5,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Funding deficiency by the employer to the plan for this plan year2015-12-31$0
Minimum employer required contribution for this plan year2015-12-31$249,878
Amount contributed by the employer to the plan for this plan year2015-12-31$249,878
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Participant contributions at end of year2015-12-31$21,841
Participant contributions at beginning of year2015-12-31$10,597
Administrative expenses (other) incurred2015-12-31$11,782
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$92,172
Value of net assets at end of year (total assets less liabilities)2015-12-31$3,242,214
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$3,150,042
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$1,450,172
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$1,427,286
Value of interest in pooled separate accounts at end of year2015-12-31$1,064,085
Value of interest in pooled separate accounts at beginning of year2015-12-31$1,041,959
Interest on participant loans2015-12-31$992
Interest earned on other investments2015-12-31$7,836
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$706,116
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$670,200
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$7,125
Net investment gain/loss from pooled separate accounts2015-12-31$-18,979
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$249,878
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$158,397
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31MACIAS GINI & O'CONNELL LLP
Accountancy firm EIN2015-12-31680300457
2014 : UNIVERSITY AUXILIARY SERVICES, INC. MONEY PURCHASE PENSION PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$380,260
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$235,703
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$224,784
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$232,186
Value of total assets at end of year2014-12-31$3,150,042
Value of total assets at beginning of year2014-12-31$3,005,485
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$10,919
Total interest from all sources2014-12-31$12,929
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$12,882
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$12,882
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$5,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Funding deficiency by the employer to the plan for this plan year2014-12-31$0
Minimum employer required contribution for this plan year2014-12-31$253,625
Amount contributed by the employer to the plan for this plan year2014-12-31$253,625
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Participant contributions at end of year2014-12-31$10,597
Participant contributions at beginning of year2014-12-31$18,938
Administrative expenses (other) incurred2014-12-31$10,919
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$144,557
Value of net assets at end of year (total assets less liabilities)2014-12-31$3,150,042
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$3,005,485
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$1,427,286
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$891,473
Value of interest in pooled separate accounts at end of year2014-12-31$1,041,959
Value of interest in pooled separate accounts at beginning of year2014-12-31$739,569
Interest on participant loans2014-12-31$1,043
Interest earned on other investments2014-12-31$11,886
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$670,200
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$1,355,505
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$62,508
Net investment gain/loss from pooled separate accounts2014-12-31$59,755
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$232,186
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$224,784
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31MACIAS GINI & O'CONNELL LLP
Accountancy firm EIN2014-12-31680300457
2013 : UNIVERSITY AUXILIARY SERVICES, INC. MONEY PURCHASE PENSION PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$554,801
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$207,272
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$199,134
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$249,489
Value of total assets at end of year2013-12-31$3,005,485
Value of total assets at beginning of year2013-12-31$2,657,956
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$8,138
Total interest from all sources2013-12-31$22,995
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$2,620
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$2,620
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$5,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Funding deficiency by the employer to the plan for this plan year2013-12-31$0
Minimum employer required contribution for this plan year2013-12-31$250,419
Amount contributed by the employer to the plan for this plan year2013-12-31$250,419
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Participant contributions at end of year2013-12-31$18,938
Participant contributions at beginning of year2013-12-31$30,818
Other income not declared elsewhere2013-12-31$-19,528
Administrative expenses (other) incurred2013-12-31$8,138
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$347,529
Value of net assets at end of year (total assets less liabilities)2013-12-31$3,005,485
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$2,657,956
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$891,473
Value of interest in pooled separate accounts at end of year2013-12-31$739,569
Value of interest in pooled separate accounts at beginning of year2013-12-31$1,180,274
Interest on participant loans2013-12-31$1,831
Interest earned on other investments2013-12-31$21,164
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$1,355,505
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$1,446,864
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$26,864
Net investment gain/loss from pooled separate accounts2013-12-31$272,361
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$249,489
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$199,134
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
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31MACIAS GINI & O'CONNELL LLP
Accountancy firm EIN2013-12-31680300457
2012 : UNIVERSITY AUXILIARY SERVICES, INC. MONEY PURCHASE PENSION PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$419,369
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$276,989
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$268,836
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$242,115
Value of total assets at end of year2012-12-31$2,657,956
Value of total assets at beginning of year2012-12-31$2,515,576
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$8,153
Total interest from all sources2012-12-31$28,414
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$5,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Funding deficiency by the employer to the plan for this plan year2012-12-31$0
Minimum employer required contribution for this plan year2012-12-31$259,041
Amount contributed by the employer to the plan for this plan year2012-12-31$259,041
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Participant contributions at end of year2012-12-31$30,818
Participant contributions at beginning of year2012-12-31$28,858
Administrative expenses (other) incurred2012-12-31$8,153
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$142,380
Value of net assets at end of year (total assets less liabilities)2012-12-31$2,657,956
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$2,515,576
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in pooled separate accounts at end of year2012-12-31$1,180,274
Value of interest in pooled separate accounts at beginning of year2012-12-31$1,042,380
Interest on participant loans2012-12-31$2,409
Interest earned on other investments2012-12-31$26,005
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$1,446,864
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$1,444,338
Net investment gain/loss from pooled separate accounts2012-12-31$148,840
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$242,115
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$268,836
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
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31MACIAS GINI & O'CONNELL LLP
Accountancy firm EIN2012-12-31680300457
2011 : UNIVERSITY AUXILIARY SERVICES, INC. MONEY PURCHASE PENSION PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$235,156
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$126,966
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$116,280
Expenses. Certain deemed distributions of participant loans2011-12-31$-26
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$246,012
Value of total assets at end of year2011-12-31$2,515,576
Value of total assets at beginning of year2011-12-31$2,407,386
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$10,712
Total interest from all sources2011-12-31$30,613
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$5,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Funding deficiency by the employer to the plan for this plan year2011-12-31$0
Minimum employer required contribution for this plan year2011-12-31$246,012
Amount contributed by the employer to the plan for this plan year2011-12-31$246,012
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Participant contributions at end of year2011-12-31$28,858
Participant contributions at beginning of year2011-12-31$32,456
Other income not declared elsewhere2011-12-31$-1
Administrative expenses (other) incurred2011-12-31$10,712
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$108,190
Value of net assets at end of year (total assets less liabilities)2011-12-31$2,515,576
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$2,407,386
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in pooled separate accounts at end of year2011-12-31$1,042,380
Value of interest in pooled separate accounts at beginning of year2011-12-31$1,068,270
Interest on participant loans2011-12-31$1,736
Interest earned on other investments2011-12-31$28,877
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$1,444,338
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$1,306,660
Net investment gain/loss from pooled separate accounts2011-12-31$-41,468
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$246,012
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$116,280
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
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31MACIAS GINI & O'CONNELL LLP
Accountancy firm EIN2011-12-31680300457
2010 : UNIVERSITY AUXILIARY SERVICES, INC. MONEY PURCHASE PENSION PLAN 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$261,138
Total of all expenses incurred2010-12-31$275,893
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$267,724
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$113,536
Value of total assets at end of year2010-12-31$2,407,386
Value of total assets at beginning of year2010-12-31$2,422,141
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$8,169
Total interest from all sources2010-12-31$33,465
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$2,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Funding deficiency by the employer to the plan for this plan year2010-12-31$0
Minimum employer required contribution for this plan year2010-12-31$224,866
Amount contributed by the employer to the plan for this plan year2010-12-31$224,866
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Participant contributions at end of year2010-12-31$32,456
Participant contributions at beginning of year2010-12-31$26,875
Other income not declared elsewhere2010-12-31$171
Administrative expenses (other) incurred2010-12-31$8,169
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$-14,755
Value of net assets at end of year (total assets less liabilities)2010-12-31$2,407,386
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$2,422,141
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in pooled separate accounts at end of year2010-12-31$1,068,270
Value of interest in pooled separate accounts at beginning of year2010-12-31$1,009,820
Interest on participant loans2010-12-31$1,630
Interest earned on other investments2010-12-31$31,835
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$1,306,660
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$1,385,446
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$113,966
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$113,536
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$267,724
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
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31MACIAS GINI & O'CONNELL LLP
Accountancy firm EIN2010-12-31680300457
2009 : UNIVERSITY AUXILIARY SERVICES, INC. MONEY PURCHASE PENSION PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0
Funding deficiency by the employer to the plan for this plan year2009-12-31$-23,658
Minimum employer required contribution for this plan year2009-12-31$207,226
Amount contributed by the employer to the plan for this plan year2009-12-31$230,884

Form 5500 Responses for UNIVERSITY AUXILIARY SERVICES, INC. MONEY PURCHASE PENSION PLAN

2016: UNIVERSITY AUXILIARY SERVICES, INC. MONEY PURCHASE PENSION PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingYes
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: UNIVERSITY AUXILIARY SERVICES, INC. MONEY PURCHASE PENSION PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: UNIVERSITY AUXILIARY SERVICES, INC. MONEY PURCHASE PENSION PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: UNIVERSITY AUXILIARY SERVICES, INC. MONEY PURCHASE PENSION PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedYes
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: UNIVERSITY AUXILIARY SERVICES, INC. MONEY PURCHASE PENSION PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: UNIVERSITY AUXILIARY SERVICES, INC. MONEY PURCHASE PENSION PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: UNIVERSITY AUXILIARY SERVICES, INC. MONEY PURCHASE PENSION PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01First time form 5500 has been submittedYes
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: UNIVERSITY AUXILIARY SERVICES, INC. MONEY PURCHASE PENSION PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01First time form 5500 has been submittedYes
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number11292-001
Policy instance 1
Insurance contract or identification number11292-001
Number of Individuals Covered187
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 RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number11292-001
Policy instance 1
Insurance contract or identification number11292-001
Number of Individuals Covered190
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 RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number11292-001
Policy instance 1
Insurance contract or identification number11292-001
Number of Individuals Covered194
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 RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number11292-001
Policy instance 1
Insurance contract or identification number11292-001
Number of Individuals Covered182
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 RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number11292-001
Policy instance 1
Insurance contract or identification number11292-001
Number of Individuals Covered188
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 RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number11292-001
Policy instance 1
Insurance contract or identification number11292-001
Number of Individuals Covered180
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 unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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