Civic Intelligence
Filing

Southern Chevrolet Cadillac Geo Co. Inc. Nadart Profit Sharing

Southern Chevrolet Cadillac Geo Co. Inc. • EIN 72-0481288 • Plan year 2000

Company ProfileSource Archive
Filing Insights

Participants

Down

50 → 40

-10 • -20.00%

Assets

Up

$19,653 → $21,038

$1,385 • 7.05%

Investment Management Fee

-

Admin expenses - • Total expenses $1,609

Filing Details

Context
Net investment result
$1,385
Pension payor EIN
51-0210613

Status Flags

Fidelity bond in place

Not reported

Limited-scope audit performed

Not reported

Contributions transmitted on time

Not reported

Participant loans in default

No

Leases in default

No

Reportable party-in-interest issues

Not reported

Loss discovered during year

No

Assets with undetermined value

No

Non-cash contributions

No

Assets held for investment

Not reported

5% transactions reported

Not reported

All plan assets distributed

No

Benefits paid when due

Not reported

Plan blackout period

Not reported

Plan termination resolution adopted

No

Counterparties

Company Timeline

This filing is highlighted inside the broader sponsor history.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
202410$110,003$3,007-
Southern Chevrolet Cadillac Geo Co. Inc. Nadart Profit Sharing-0$110,003$3,007-
202319$103,457$3,465$385iApproximate average salary by contribution assumption: employee only about $9,625 at 4% or $6,417 at 6%; with 50% employer match about $6,417 at 4% or $4,278 at 6%; with 100% employer match about $4,813 at 4% or $3,208 at 6%.
Southern Chevrolet Cadillac Geo Co. Inc. Nadart Profit Sharing-9$103,457$3,465$385iApproximate average salary by contribution assumption: employee only about $9,625 at 4% or $6,417 at 6%; with 50% employer match about $6,417 at 4% or $4,278 at 6%; with 100% employer match about $4,813 at 4% or $3,208 at 6%.
202219$96,189$3,954$439iApproximate average salary by contribution assumption: employee only about $10,983 at 4% or $7,322 at 6%; with 50% employer match about $7,322 at 4% or $4,881 at 6%; with 100% employer match about $5,492 at 4% or $3,661 at 6%.
Southern Chevrolet Cadillac Geo Co. Inc. Nadart Profit Sharing-9$96,189$3,954$439iApproximate average salary by contribution assumption: employee only about $10,983 at 4% or $7,322 at 6%; with 50% employer match about $7,322 at 4% or $4,881 at 6%; with 100% employer match about $5,492 at 4% or $3,661 at 6%.
202119$97,676$3,117$346iApproximate average salary by contribution assumption: employee only about $8,658 at 4% or $5,772 at 6%; with 50% employer match about $5,772 at 4% or $3,848 at 6%; with 100% employer match about $4,329 at 4% or $2,886 at 6%.
Southern Chevrolet Cadillac Geo Co. Inc. Nadart Profit Sharing-9$97,676$3,117$346iApproximate average salary by contribution assumption: employee only about $8,658 at 4% or $5,772 at 6%; with 50% employer match about $5,772 at 4% or $3,848 at 6%; with 100% employer match about $4,329 at 4% or $2,886 at 6%.
2020110$90,724$3,491$349iApproximate average salary by contribution assumption: employee only about $8,728 at 4% or $5,818 at 6%; with 50% employer match about $5,818 at 4% or $3,879 at 6%; with 100% employer match about $4,364 at 4% or $2,909 at 6%.
Southern Chevrolet Cadillac Geo Co. Inc. Nadart Profit Sharing-10$90,724$3,491$349iApproximate average salary by contribution assumption: employee only about $8,728 at 4% or $5,818 at 6%; with 50% employer match about $5,818 at 4% or $3,879 at 6%; with 100% employer match about $4,364 at 4% or $2,909 at 6%.
2019114$89,465$3,571$255iApproximate average salary by contribution assumption: employee only about $6,377 at 4% or $4,251 at 6%; with 50% employer match about $4,251 at 4% or $2,834 at 6%; with 100% employer match about $3,188 at 4% or $2,126 at 6%.
Southern Chevrolet Cadillac Geo Co. Inc. Nadart Profit Sharing-14$89,465$3,571$255iApproximate average salary by contribution assumption: employee only about $6,377 at 4% or $4,251 at 6%; with 50% employer match about $4,251 at 4% or $2,834 at 6%; with 100% employer match about $3,188 at 4% or $2,126 at 6%.
2018114$78,615$3,925$280iApproximate average salary by contribution assumption: employee only about $7,009 at 4% or $4,673 at 6%; with 50% employer match about $4,673 at 4% or $3,115 at 6%; with 100% employer match about $3,504 at 4% or $2,336 at 6%.
Southern Chevrolet Cadillac Geo Co. Inc. Nadart Profit Sharing-14$78,615$3,925$280iApproximate average salary by contribution assumption: employee only about $7,009 at 4% or $4,673 at 6%; with 50% employer match about $4,673 at 4% or $3,115 at 6%; with 100% employer match about $3,504 at 4% or $2,336 at 6%.
2017114$76,650$5,462$390iApproximate average salary by contribution assumption: employee only about $9,754 at 4% or $6,502 at 6%; with 50% employer match about $6,502 at 4% or $4,335 at 6%; with 100% employer match about $4,877 at 4% or $3,251 at 6%.
Southern Chevrolet Cadillac Geo Co. Inc. Nadart Profit Sharing-14$76,650$5,462$390iApproximate average salary by contribution assumption: employee only about $9,754 at 4% or $6,502 at 6%; with 50% employer match about $6,502 at 4% or $4,335 at 6%; with 100% employer match about $4,877 at 4% or $3,251 at 6%.
2016115$70,198$6,388$426iApproximate average salary by contribution assumption: employee only about $10,647 at 4% or $7,098 at 6%; with 50% employer match about $7,098 at 4% or $4,732 at 6%; with 100% employer match about $5,323 at 4% or $3,549 at 6%.
Southern Chevrolet Cadillac Geo Co. Inc. Nadart Profit Sharing-15$70,198$6,388$426iApproximate average salary by contribution assumption: employee only about $10,647 at 4% or $7,098 at 6%; with 50% employer match about $7,098 at 4% or $4,732 at 6%; with 100% employer match about $5,323 at 4% or $3,549 at 6%.
2015115$63,464$4,888$326iApproximate average salary by contribution assumption: employee only about $8,147 at 4% or $5,431 at 6%; with 50% employer match about $5,431 at 4% or $3,621 at 6%; with 100% employer match about $4,073 at 4% or $2,716 at 6%.
Southern Chevrolet Cadillac Geo Co. Inc. Nadart Profit Sharing-15$63,464$4,888$326iApproximate average salary by contribution assumption: employee only about $8,147 at 4% or $5,431 at 6%; with 50% employer match about $5,431 at 4% or $3,621 at 6%; with 100% employer match about $4,073 at 4% or $2,716 at 6%.
2014115$60,083$6,628$442iApproximate average salary by contribution assumption: employee only about $11,047 at 4% or $7,364 at 6%; with 50% employer match about $7,364 at 4% or $4,910 at 6%; with 100% employer match about $5,523 at 4% or $3,682 at 6%.
Southern Chevrolet Cadillac Geo Co. Inc. Nadart Profit Sharing-15$60,083$6,628$442iApproximate average salary by contribution assumption: employee only about $11,047 at 4% or $7,364 at 6%; with 50% employer match about $7,364 at 4% or $4,910 at 6%; with 100% employer match about $5,523 at 4% or $3,682 at 6%.
2013117$60,449$6,066$357iApproximate average salary by contribution assumption: employee only about $8,921 at 4% or $5,947 at 6%; with 50% employer match about $5,947 at 4% or $3,965 at 6%; with 100% employer match about $4,460 at 4% or $2,974 at 6%.
Southern Chevrolet Cadillac Geo Co. Inc. Nadart Profit Sharing-17$60,449$6,066$357iApproximate average salary by contribution assumption: employee only about $8,921 at 4% or $5,947 at 6%; with 50% employer match about $5,947 at 4% or $3,965 at 6%; with 100% employer match about $4,460 at 4% or $2,974 at 6%.
2012118$60,903$6,100$339iApproximate average salary by contribution assumption: employee only about $8,472 at 4% or $5,648 at 6%; with 50% employer match about $5,648 at 4% or $3,765 at 6%; with 100% employer match about $4,236 at 4% or $2,824 at 6%.
Southern Chevrolet Cadillac Geo Co. Inc. Nadart Profit Sharing-18$60,903$6,100$339iApproximate average salary by contribution assumption: employee only about $8,472 at 4% or $5,648 at 6%; with 50% employer match about $5,648 at 4% or $3,765 at 6%; with 100% employer match about $4,236 at 4% or $2,824 at 6%.
2011117$50,872$8,139$479iApproximate average salary by contribution assumption: employee only about $11,969 at 4% or $7,979 at 6%; with 50% employer match about $7,979 at 4% or $5,320 at 6%; with 100% employer match about $5,985 at 4% or $3,990 at 6%.
Southern Chevrolet Cadillac Geo Co. Inc. Nadart Profit Sharing-17$50,872$8,139$479iApproximate average salary by contribution assumption: employee only about $11,969 at 4% or $7,979 at 6%; with 50% employer match about $7,979 at 4% or $5,320 at 6%; with 100% employer match about $5,985 at 4% or $3,990 at 6%.
2010143$47,129$6,096$142iApproximate average salary by contribution assumption: employee only about $3,544 at 4% or $2,363 at 6%; with 50% employer match about $2,363 at 4% or $1,575 at 6%; with 100% employer match about $1,772 at 4% or $1,181 at 6%.
Southern Chevrolet Cadillac Geo Co. Inc. Nadart Profit Sharing-43$47,129$6,096$142iApproximate average salary by contribution assumption: employee only about $3,544 at 4% or $2,363 at 6%; with 50% employer match about $2,363 at 4% or $1,575 at 6%; with 100% employer match about $1,772 at 4% or $1,181 at 6%.
2009142$37,460$6,277$149iApproximate average salary by contribution assumption: employee only about $3,736 at 4% or $2,491 at 6%; with 50% employer match about $2,491 at 4% or $1,661 at 6%; with 100% employer match about $1,868 at 4% or $1,245 at 6%.
Southern Chevrolet Cadillac Geo Co. Inc. Nadart Profit Sharing-42$37,460$6,277$149iApproximate average salary by contribution assumption: employee only about $3,736 at 4% or $2,491 at 6%; with 50% employer match about $2,491 at 4% or $1,661 at 6%; with 100% employer match about $1,868 at 4% or $1,245 at 6%.
2008148$26,969$6,006$125iApproximate average salary by contribution assumption: employee only about $3,128 at 4% or $2,085 at 6%; with 50% employer match about $2,085 at 4% or $1,390 at 6%; with 100% employer match about $1,564 at 4% or $1,043 at 6%.
Southern Chevrolet Cadillac Geo Co. Inc. Nadart Profit Sharing-48$26,969$6,006$125iApproximate average salary by contribution assumption: employee only about $3,128 at 4% or $2,085 at 6%; with 50% employer match about $2,085 at 4% or $1,390 at 6%; with 100% employer match about $1,564 at 4% or $1,043 at 6%.
2007147$28,639$4,407$94iApproximate average salary by contribution assumption: employee only about $2,344 at 4% or $1,563 at 6%; with 50% employer match about $1,563 at 4% or $1,042 at 6%; with 100% employer match about $1,172 at 4% or $781 at 6%.
Southern Chevrolet Cadillac Geo Co. Inc. Nadart Profit Sharing-47$28,639$4,407$94iApproximate average salary by contribution assumption: employee only about $2,344 at 4% or $1,563 at 6%; with 50% employer match about $1,563 at 4% or $1,042 at 6%; with 100% employer match about $1,172 at 4% or $781 at 6%.
2006143$28,679$3,782$88iApproximate average salary by contribution assumption: employee only about $2,199 at 4% or $1,466 at 6%; with 50% employer match about $1,466 at 4% or $977 at 6%; with 100% employer match about $1,099 at 4% or $733 at 6%.
Southern Chevrolet Cadillac Geo Co. Inc. Nadart Profit Sharing-43$28,679$3,782$88iApproximate average salary by contribution assumption: employee only about $2,199 at 4% or $1,466 at 6%; with 50% employer match about $1,466 at 4% or $977 at 6%; with 100% employer match about $1,099 at 4% or $733 at 6%.
2005144$30,316$5,790$132iApproximate average salary by contribution assumption: employee only about $3,290 at 4% or $2,193 at 6%; with 50% employer match about $2,193 at 4% or $1,462 at 6%; with 100% employer match about $1,645 at 4% or $1,097 at 6%.
Southern Chevrolet Cadillac Geo Co. Inc. Nadart Profit Sharing-44$30,316$5,790$132iApproximate average salary by contribution assumption: employee only about $3,290 at 4% or $2,193 at 6%; with 50% employer match about $2,193 at 4% or $1,462 at 6%; with 100% employer match about $1,645 at 4% or $1,097 at 6%.
2004152$27,908$4,221$81iApproximate average salary by contribution assumption: employee only about $2,029 at 4% or $1,353 at 6%; with 50% employer match about $1,353 at 4% or $902 at 6%; with 100% employer match about $1,015 at 4% or $676 at 6%.
Southern Chevrolet Cadillac Geo Co. Inc. Nadart Profit Sharing-52$27,908$4,221$81iApproximate average salary by contribution assumption: employee only about $2,029 at 4% or $1,353 at 6%; with 50% employer match about $1,353 at 4% or $902 at 6%; with 100% employer match about $1,015 at 4% or $676 at 6%.
2003147$23,714$3,163$67iApproximate average salary by contribution assumption: employee only about $1,682 at 4% or $1,122 at 6%; with 50% employer match about $1,122 at 4% or $748 at 6%; with 100% employer match about $841 at 4% or $561 at 6%.
Southern Chevrolet Cadillac Geo Co. Inc. Nadart Profit Sharing-47$23,714$3,163$67iApproximate average salary by contribution assumption: employee only about $1,682 at 4% or $1,122 at 6%; with 50% employer match about $1,122 at 4% or $748 at 6%; with 100% employer match about $841 at 4% or $561 at 6%.
2002149$19,162$3,841$78iApproximate average salary by contribution assumption: employee only about $1,960 at 4% or $1,306 at 6%; with 50% employer match about $1,306 at 4% or $871 at 6%; with 100% employer match about $980 at 4% or $653 at 6%.
Southern Chevrolet Cadillac Geo Co. Inc. Nadart Profit Sharing-49$19,162$3,841$78iApproximate average salary by contribution assumption: employee only about $1,960 at 4% or $1,306 at 6%; with 50% employer match about $1,306 at 4% or $871 at 6%; with 100% employer match about $980 at 4% or $653 at 6%.
2001142$19,968$2,369$56iApproximate average salary by contribution assumption: employee only about $1,410 at 4% or $940 at 6%; with 50% employer match about $940 at 4% or $627 at 6%; with 100% employer match about $705 at 4% or $470 at 6%.
Southern Chevrolet Cadillac Geo Co. Inc. Nadart Profit Sharing-42$19,968$2,369$56iApproximate average salary by contribution assumption: employee only about $1,410 at 4% or $940 at 6%; with 50% employer match about $940 at 4% or $627 at 6%; with 100% employer match about $705 at 4% or $470 at 6%.
2000140$21,038$2,664$67iApproximate average salary by contribution assumption: employee only about $1,665 at 4% or $1,110 at 6%; with 50% employer match about $1,110 at 4% or $740 at 6%; with 100% employer match about $832 at 4% or $555 at 6%.
Southern Chevrolet Cadillac Geo Co. Inc. Nadart Profit SharingCurrent40$21,038$2,664$67iApproximate average salary by contribution assumption: employee only about $1,665 at 4% or $1,110 at 6%; with 50% employer match about $1,110 at 4% or $740 at 6%; with 100% employer match about $832 at 4% or $555 at 6%.
1999149$19,653$2,463$50iApproximate average salary by contribution assumption: employee only about $1,257 at 4% or $838 at 6%; with 50% employer match about $838 at 4% or $559 at 6%; with 100% employer match about $628 at 4% or $419 at 6%.
Southern Chevrolet Cadillac Geo Co. Inc. Nadart Profit Sharing-49$19,653$2,463$50iApproximate average salary by contribution assumption: employee only about $1,257 at 4% or $838 at 6%; with 50% employer match about $838 at 4% or $559 at 6%; with 100% employer match about $628 at 4% or $419 at 6%.
Schedule Details

Schedule A

Row 1
Filing Id
86037198009861
Form Id
9218003
Page Id
1
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
99550371198009860005
Ins Broker Comm Pd 01 Amount
$0
Ins Broker Fees Pd 01 Amount
$0
Row 2
Filing Id
86037198009861
Form Id
9218005
Page Id
1
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
99550371198009860007
Ins Broker Comm Pd 01 Amount
$0
Ins Broker Fees Pd 01 Amount
$0
Row 3
Filing Id
86037198009861
Form Id
9217999
Page Id
1
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
99550371198009860001
Ins Broker Comm Pd 01 Amount
$0
Ins Broker Fees Pd 01 Amount
$0
Row 4
Filing Id
86037198009861
Form Id
9218000
Page Id
1
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
99550371198009860002
Ins Broker Comm Pd 01 Amount
$0
Ins Broker Fees Pd 01 Amount
$0
Row 5
Filing Id
86037198009861
Form Id
9218001
Page Id
1
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
99550371198009860003
Ins Broker Comm Pd 01 Amount
$0
Ins Broker Fees Pd 01 Amount
$0
Row 6
Filing Id
86037198009861
Form Id
9218002
Page Id
1
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
99550371198009860004
Ins Broker Comm Pd 01 Amount
$0
Ins Broker Fees Pd 01 Amount
$0
Row 7
Filing Id
86037198009861
Form Id
9218004
Page Id
1
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
99550371198009860006
Ins Broker Comm Pd 01 Amount
$0
Ins Broker Fees Pd 01 Amount
$0
Row 8
Ins Carrier Name: ALLSTATE LIFE INSURANCE
Filing Id
86037198009861
Form Id
9217999
Schedule A EIN
72-0481288
Schedule A Plan Num
001
Schedule A Plan Year Begin Date
2000-01-01
Schedule A Tax Period
20001231
Ins Carrier Name
ALLSTATE LIFE INSURANCE
Ins Carrier EIN
36-2554642
Ins Carrier Naic Code
60186
Ins Contract Num
5646
Ins Policy From Date
2000-01-01
Ins Policy To Date
2000-12-31
Ins Broker Comm Total Amount
$0
Ins Broker Fees Total Amount
$0
Pension End of year Gen Account Amount
$0
Pension End of year Sep Account Amount
$0
Pension Prem Paid Total Amount
$0
Pension Unpaid Premium Amount
$0
Pension Contract Cost Amount
$0
Pnsn Type Unalloc Cntrct I
3
Pension End Prev Bal Amount
$95,077,863
Pension Contribution Dep Amount
$0
Pension Divnd Cr Dep Amount
$0
Pension Interest Cr Dur Yr Amount
$7,803,853
Pension Transfer From Amount
$0
Pension Other Amount
$0
Pension Total Additions Amount
$7,803,853
Pension Total Bal Addn Amount
$102,881,716
Pension Bnfts Dsbrsd Amount
$0
Pension Admin Chrg Amount
$0
Pension Transfer To Amount
$0
Pension Oth Ded Amount
$0
Pension Total Ded Amount
$0
Pension End of year Bal Amount
$102,881,716
Wlfr Premium Rcvd Amount
$0
Wlfr Unpaid Due Amount
$0
Wlfr Reserve Amount
$0
Wlfr Total Earned Prem Amount
$0
Wlfr Claims Paid Amount
$0
Wlfr Incr Reserve Amount
$0
Wlfr Incurred Claim Amount
$0
Wlfr Claims Chrgd Amount
$0
Wlfr Ret Commissions Amount
$0
Wlfr Ret Admin Amount
$0
Wlfr Ret Oth Cost Amount
$0
Wlfr Ret Oth Expense Amount
$0
Wlfr Ret Taxes Amount
$0
Wlfr Ret Charges Amount
$0
Wlfr Ret Oth Chrgs Amount
$0
Wlfr Ret Total Amount
$0
Wlfr Refund Amount
$0
Wlfr Held Bnfts Amount
$0
Wlfr Claims Reserve Amount
$0
Wlfr Oth Reserve Amount
$0
Wlfr Divnds Due Amount
$0
Wlfr Total Charges Paid Amount
$0
Wlfr Acquis Cost Amount
$0
Row 9
Ins Carrier Name: JOHN HANCOCK LIFE INSURANCE
Filing Id
86037198009861
Form Id
9218000
Schedule A EIN
72-0481288
Schedule A Plan Num
001
Schedule A Plan Year Begin Date
2000-01-01
Schedule A Tax Period
20001231
Ins Carrier Name
JOHN HANCOCK LIFE INSURANCE
Ins Carrier EIN
04-1414660
Ins Carrier Naic Code
65099
Ins Contract Num
7160
Ins Policy From Date
2000-01-01
Ins Policy To Date
2000-12-31
Ins Broker Comm Total Amount
$0
Ins Broker Fees Total Amount
$0
Pension End of year Gen Account Amount
$0
Pension End of year Sep Account Amount
$0
Pension Prem Paid Total Amount
$0
Pension Unpaid Premium Amount
$0
Pension Contract Cost Amount
$0
Pnsn Type Unalloc Cntrct I
3
Pension End Prev Bal Amount
$257,796,742
Pension Contribution Dep Amount
$0
Pension Divnd Cr Dep Amount
$0
Pension Interest Cr Dur Yr Amount
$11,638,477
Pension Transfer From Amount
$0
Pension Other Amount
$0
Pension Total Additions Amount
$11,638,477
Pension Total Bal Addn Amount
$269,435,219
Pension Bnfts Dsbrsd Amount
$0
Pension Admin Chrg Amount
$0
Pension Transfer To Amount
$0
Pension Oth Ded Amount
$157,904,079
Pension Oth Ded Text
CONTRACT MATURITIES
Pension Total Ded Amount
$157,904,079
Pension End of year Bal Amount
$111,531,140
Wlfr Premium Rcvd Amount
$0
Wlfr Unpaid Due Amount
$0
Wlfr Reserve Amount
$0
Wlfr Total Earned Prem Amount
$0
Wlfr Claims Paid Amount
$0
Wlfr Incr Reserve Amount
$0
Wlfr Incurred Claim Amount
$0
Wlfr Claims Chrgd Amount
$0
Wlfr Ret Commissions Amount
$0
Wlfr Ret Admin Amount
$0
Wlfr Ret Oth Cost Amount
$0
Wlfr Ret Oth Expense Amount
$0
Wlfr Ret Taxes Amount
$0
Wlfr Ret Charges Amount
$0
Wlfr Ret Oth Chrgs Amount
$0
Wlfr Ret Total Amount
$0
Wlfr Refund Amount
$0
Wlfr Held Bnfts Amount
$0
Wlfr Claims Reserve Amount
$0
Wlfr Oth Reserve Amount
$0
Wlfr Divnds Due Amount
$0
Wlfr Total Charges Paid Amount
$0
Wlfr Acquis Cost Amount
$0
Row 10
Ins Carrier Name: MASSACHUSETTS MUTUAL LIFE INSURANCE
Filing Id
86037198009861
Form Id
9218001
Schedule A EIN
72-0481288
Schedule A Plan Num
001
Schedule A Plan Year Begin Date
2000-01-01
Schedule A Tax Period
20001231
Ins Carrier Name
MASSACHUSETTS MUTUAL LIFE INSURANCE
Ins Carrier EIN
04-1590850
Ins Carrier Naic Code
65935
Ins Contract Num
10058
Ins Policy From Date
2000-01-01
Ins Policy To Date
2000-12-31
Ins Broker Comm Total Amount
$0
Ins Broker Fees Total Amount
$0
Pension End of year Gen Account Amount
$0
Pension End of year Sep Account Amount
$0
Pension Prem Paid Total Amount
$0
Pension Unpaid Premium Amount
$0
Pension Contract Cost Amount
$0
Pnsn Type Unalloc Cntrct I
3
Pension End Prev Bal Amount
$62,933,094
Pension Contribution Dep Amount
$0
Pension Divnd Cr Dep Amount
$0
Pension Interest Cr Dur Yr Amount
$4,767,988
Pension Transfer From Amount
$0
Pension Other Amount
$0
Pension Total Additions Amount
$4,767,988
Pension Total Bal Addn Amount
$67,701,082
Pension Bnfts Dsbrsd Amount
$0
Pension Admin Chrg Amount
$0
Pension Transfer To Amount
$0
Pension Oth Ded Amount
$15,167,995
Pension Oth Ded Text
CONTRACT MATURITIES
Pension Total Ded Amount
$15,167,995
Pension End of year Bal Amount
$52,533,087
Wlfr Premium Rcvd Amount
$0
Wlfr Unpaid Due Amount
$0
Wlfr Reserve Amount
$0
Wlfr Total Earned Prem Amount
$0
Wlfr Claims Paid Amount
$0
Wlfr Incr Reserve Amount
$0
Wlfr Incurred Claim Amount
$0
Wlfr Claims Chrgd Amount
$0
Wlfr Ret Commissions Amount
$0
Wlfr Ret Admin Amount
$0
Wlfr Ret Oth Cost Amount
$0
Wlfr Ret Oth Expense Amount
$0
Wlfr Ret Taxes Amount
$0
Wlfr Ret Charges Amount
$0
Wlfr Ret Oth Chrgs Amount
$0
Wlfr Ret Total Amount
$0
Wlfr Refund Amount
$0
Wlfr Held Bnfts Amount
$0
Wlfr Claims Reserve Amount
$0
Wlfr Oth Reserve Amount
$0
Wlfr Divnds Due Amount
$0
Wlfr Total Charges Paid Amount
$0
Wlfr Acquis Cost Amount
$0
Row 11
Ins Carrier Name: NEW YORK LIFE INSURANCE
Filing Id
86037198009861
Form Id
9218002
Schedule A EIN
72-0481288
Schedule A Plan Num
001
Schedule A Plan Year Begin Date
2000-01-01
Schedule A Tax Period
20001231
Ins Carrier Name
NEW YORK LIFE INSURANCE
Ins Carrier EIN
13-5582869
Ins Carrier Naic Code
66915
Ins Contract Num
6572-002
Ins Policy From Date
2000-01-01
Ins Policy To Date
2000-12-31
Ins Broker Comm Total Amount
$0
Ins Broker Fees Total Amount
$0
Pension End of year Gen Account Amount
$0
Pension End of year Sep Account Amount
$0
Pension Prem Paid Total Amount
$0
Pension Unpaid Premium Amount
$0
Pension Contract Cost Amount
$0
Pnsn Type Unalloc Cntrct I
3
Pension End Prev Bal Amount
$288,765,612
Pension Contribution Dep Amount
$0
Pension Divnd Cr Dep Amount
$0
Pension Interest Cr Dur Yr Amount
$20,041,952
Pension Transfer From Amount
$0
Pension Other Amount
$0
Pension Total Additions Amount
$20,041,952
Pension Total Bal Addn Amount
$308,807,564
Pension Bnfts Dsbrsd Amount
$0
Pension Admin Chrg Amount
$0
Pension Transfer To Amount
$0
Pension Oth Ded Amount
$48,107,048
Pension Oth Ded Text
CONTRACT MATURITIES
Pension Total Ded Amount
$48,107,048
Pension End of year Bal Amount
$260,700,516
Wlfr Premium Rcvd Amount
$0
Wlfr Unpaid Due Amount
$0
Wlfr Reserve Amount
$0
Wlfr Total Earned Prem Amount
$0
Wlfr Claims Paid Amount
$0
Wlfr Incr Reserve Amount
$0
Wlfr Incurred Claim Amount
$0
Wlfr Claims Chrgd Amount
$0
Wlfr Ret Commissions Amount
$0
Wlfr Ret Admin Amount
$0
Wlfr Ret Oth Cost Amount
$0
Wlfr Ret Oth Expense Amount
$0
Wlfr Ret Taxes Amount
$0
Wlfr Ret Charges Amount
$0
Wlfr Ret Oth Chrgs Amount
$0
Wlfr Ret Total Amount
$0
Wlfr Refund Amount
$0
Wlfr Held Bnfts Amount
$0
Wlfr Claims Reserve Amount
$0
Wlfr Oth Reserve Amount
$0
Wlfr Divnds Due Amount
$0
Wlfr Total Charges Paid Amount
$0
Wlfr Acquis Cost Amount
$0
Row 12
Ins Carrier Name: PACIFIC MUTUAL LIFE INSURANCE
Filing Id
86037198009861
Form Id
9218003
Schedule A EIN
72-0481288
Schedule A Plan Num
001
Schedule A Plan Year Begin Date
2000-01-01
Schedule A Tax Period
20001231
Ins Carrier Name
PACIFIC MUTUAL LIFE INSURANCE
Ins Carrier EIN
95-1079000
Ins Carrier Naic Code
67466
Ins Contract Num
25730-03
Ins Policy From Date
2000-01-01
Ins Policy To Date
2000-12-31
Ins Broker Comm Total Amount
$0
Ins Broker Fees Total Amount
$0
Pension End of year Gen Account Amount
$0
Pension End of year Sep Account Amount
$0
Pension Prem Paid Total Amount
$0
Pension Unpaid Premium Amount
$0
Pension Contract Cost Amount
$0
Pnsn Type Unalloc Cntrct I
3
Pension End Prev Bal Amount
$181,628,383
Pension Contribution Dep Amount
$0
Pension Divnd Cr Dep Amount
$0
Pension Interest Cr Dur Yr Amount
$9,344,520
Pension Transfer From Amount
$0
Pension Other Amount
$0
Pension Total Additions Amount
$9,344,520
Pension Total Bal Addn Amount
$190,972,903
Pension Bnfts Dsbrsd Amount
$0
Pension Admin Chrg Amount
$0
Pension Transfer To Amount
$0
Pension Oth Ded Amount
$54,668,597
Pension Oth Ded Text
CONTRACT MATURITIES
Pension Total Ded Amount
$54,668,597
Pension End of year Bal Amount
$136,304,306
Wlfr Premium Rcvd Amount
$0
Wlfr Unpaid Due Amount
$0
Wlfr Reserve Amount
$0
Wlfr Total Earned Prem Amount
$0
Wlfr Claims Paid Amount
$0
Wlfr Incr Reserve Amount
$0
Wlfr Incurred Claim Amount
$0
Wlfr Claims Chrgd Amount
$0
Wlfr Ret Commissions Amount
$0
Wlfr Ret Admin Amount
$0
Wlfr Ret Oth Cost Amount
$0
Wlfr Ret Oth Expense Amount
$0
Wlfr Ret Taxes Amount
$0
Wlfr Ret Charges Amount
$0
Wlfr Ret Oth Chrgs Amount
$0
Wlfr Ret Total Amount
$0
Wlfr Refund Amount
$0
Wlfr Held Bnfts Amount
$0
Wlfr Claims Reserve Amount
$0
Wlfr Oth Reserve Amount
$0
Wlfr Divnds Due Amount
$0
Wlfr Total Charges Paid Amount
$0
Wlfr Acquis Cost Amount
$0
Row 13
Ins Carrier Name: PRINCIPAL FINANCIAL LIFE INSURANCE
Filing Id
86037198009861
Form Id
9218004
Schedule A EIN
72-0481288
Schedule A Plan Num
001
Schedule A Plan Year Begin Date
2000-01-01
Schedule A Tax Period
20001231
Ins Carrier Name
PRINCIPAL FINANCIAL LIFE INSURANCE
Ins Carrier EIN
42-0127290
Ins Carrier Naic Code
61271
Ins Contract Num
4-13866-1
Ins Policy From Date
2000-01-01
Ins Policy To Date
2000-12-31
Ins Broker Comm Total Amount
$0
Ins Broker Fees Total Amount
$0
Pension End of year Gen Account Amount
$0
Pension End of year Sep Account Amount
$0
Pension Prem Paid Total Amount
$0
Pension Unpaid Premium Amount
$0
Pension Contract Cost Amount
$0
Pnsn Type Unalloc Cntrct I
3
Pension End Prev Bal Amount
$226,361,524
Pension Contribution Dep Amount
$0
Pension Divnd Cr Dep Amount
$0
Pension Interest Cr Dur Yr Amount
$16,568,095
Pension Transfer From Amount
$0
Pension Other Amount
$0
Pension Total Additions Amount
$16,568,095
Pension Total Bal Addn Amount
$242,929,619
Pension Bnfts Dsbrsd Amount
$0
Pension Admin Chrg Amount
$0
Pension Transfer To Amount
$0
Pension Oth Ded Amount
$0
Pension Total Ded Amount
$0
Pension End of year Bal Amount
$242,929,619
Wlfr Premium Rcvd Amount
$0
Wlfr Unpaid Due Amount
$0
Wlfr Reserve Amount
$0
Wlfr Total Earned Prem Amount
$0
Wlfr Claims Paid Amount
$0
Wlfr Incr Reserve Amount
$0
Wlfr Incurred Claim Amount
$0
Wlfr Claims Chrgd Amount
$0
Wlfr Ret Commissions Amount
$0
Wlfr Ret Admin Amount
$0
Wlfr Ret Oth Cost Amount
$0
Wlfr Ret Oth Expense Amount
$0
Wlfr Ret Taxes Amount
$0
Wlfr Ret Charges Amount
$0
Wlfr Ret Oth Chrgs Amount
$0
Wlfr Ret Total Amount
$0
Wlfr Refund Amount
$0
Wlfr Held Bnfts Amount
$0
Wlfr Claims Reserve Amount
$0
Wlfr Oth Reserve Amount
$0
Wlfr Divnds Due Amount
$0
Wlfr Total Charges Paid Amount
$0
Wlfr Acquis Cost Amount
$0
Row 14
Ins Carrier Name: PRUDENTIAL INSURANCE
Filing Id
86037198009861
Form Id
9218005
Schedule A EIN
72-0481288
Schedule A Plan Num
001
Schedule A Plan Year Begin Date
2000-01-01
Schedule A Tax Period
20001231
Ins Carrier Name
PRUDENTIAL INSURANCE
Ins Carrier EIN
22-1211670
Ins Carrier Naic Code
68241
Ins Contract Num
6662-211
Ins Policy From Date
2000-01-01
Ins Policy To Date
2000-12-31
Ins Broker Comm Total Amount
$0
Ins Broker Fees Total Amount
$0
Pension End of year Gen Account Amount
$0
Pension End of year Sep Account Amount
$0
Pension Prem Paid Total Amount
$0
Pension Unpaid Premium Amount
$0
Pension Contract Cost Amount
$0
Pnsn Type Unalloc Cntrct I
3
Pension End Prev Bal Amount
$66,200,564
Pension Contribution Dep Amount
$0
Pension Divnd Cr Dep Amount
$0
Pension Interest Cr Dur Yr Amount
$4,962,742
Pension Transfer From Amount
$0
Pension Other Amount
$0
Pension Total Additions Amount
$4,962,742
Pension Total Bal Addn Amount
$71,163,306
Pension Bnfts Dsbrsd Amount
$0
Pension Admin Chrg Amount
$0
Pension Transfer To Amount
$0
Pension Oth Ded Amount
$71,163,306
Pension Oth Ded Text
CONTRACT MATURITIES
Pension Total Ded Amount
$71,163,306
Pension End of year Bal Amount
$0
Wlfr Premium Rcvd Amount
$0
Wlfr Unpaid Due Amount
$0
Wlfr Reserve Amount
$0
Wlfr Total Earned Prem Amount
$0
Wlfr Claims Paid Amount
$0
Wlfr Incr Reserve Amount
$0
Wlfr Incurred Claim Amount
$0
Wlfr Claims Chrgd Amount
$0
Wlfr Ret Commissions Amount
$0
Wlfr Ret Admin Amount
$0
Wlfr Ret Oth Cost Amount
$0
Wlfr Ret Oth Expense Amount
$0
Wlfr Ret Taxes Amount
$0
Wlfr Ret Charges Amount
$0
Wlfr Ret Oth Chrgs Amount
$0
Wlfr Ret Total Amount
$0
Wlfr Refund Amount
$0
Wlfr Held Bnfts Amount
$0
Wlfr Claims Reserve Amount
$0
Wlfr Oth Reserve Amount
$0
Wlfr Divnds Due Amount
$0
Wlfr Total Charges Paid Amount
$0
Wlfr Acquis Cost Amount
$0

Schedule I

Schedule I Financial Statement

Small plan result

Balance sheet and activity values reported by the filer for this small-plan annual return.

End-of-year assets$21,038$1,385 change

Balance Sheet

Beginning and end of plan year.

Total assets$19,653$21,038Increase +$1,385 (7.05%)
Total liabilities$0$0No change $0
Net assets$19,653$21,038Increase +$1,385 (7.05%)

Contributions

Employer contributions$0
Participant contributions$2,664
Other contributions$0

Income & Expenses

Total income$2,994
Total expenses$1,609
Net income$1,385
Source fields
Schedule I source fields
Filing Id
86037198009861
Schedule I EIN
72-0481288
Schedule I Plan Num
001
Schedule I Plan Year Begin Date
2000-01-01
Schedule I Tax Period
20001231
Small plan total assets at beginning of year
$19,653
Small plan total liabilities at beginning of year
$0
Small plan net assets at beginning of year
$19,653
Small plan total assets at end of year
$21,038
Small plan total liabilities at end of year
$0
Small plan net assets at end of year
$21,038
Small plan employer contributions
$0
Small plan participant contributions
$2,664
Small Oth Contribution Rcvd Amount
$0
Small Non Cash Contribution Bs Amount
$0
Small Other Income Amount
$330
Small plan total income
$2,994
Small plan total benefit distributions
$1,609
Small Corrective Distribution Amount
$0
Small Dm Dstrb Ptcp Ln A
0
Small Oth Expenses Amount
$0
Small plan total expenses
$1,609
Small plan net income or loss
$1,385
Small Total Plan Transfers Amount
$0
Small Joint Venture End of year Indicator
No
Small Joint Venture End of year Amount
$0
Small Employer Prop End of year Indicator
No
Small Employer Prop End of year Amount
$0
Small Investment Real Est End of year I
2
Small Investment Real Est End of year A
0
Small Employer Sec End of year Indicator
No
Small Employer Sec End of year Amount
$0
Small Mortg Participants End of year Indicator
No
Small Mortg Participants End of year Amount
$0
Small Oth Lns Participants End of year Indicator
No
Small Oth Lns Participants End of year Amount
$0
Small Personal Prop End of year Indicator
No
Small Personal Prop End of year Amount
$0
Small Fail Xmt Ctb I
2
Small Fail Xmt Ctb A
0
Small plan participant loans in default
No
Small Loans In Default Amount
$0
Small plan leases in default
No
Small Leases In Default Amount
$0
Small Pt In Interest Not Reported I
2
Small Pt In Interest Not Reported A
0
Small plan fidelity bond in place
4
Small plan fidelity bond amount
$500,000
Small plan loss discovered during year
No
Small Loss Discovered Dur Year Amount
$0
Small plan assets with undetermined value
No
Small Asset Undeterm Valuation Amount
$0
Small plan non-cash contributions reported
No
Small Non Cash Contribution Amount
$0
Small 20 Percent Sngl Investment Indicator
No
Small 20 Percent Sngl Investment Amount
$0
Small plan all plan assets distributed
No
Small plan resolution to terminate plan adopted
No
Small Res Terminate Plan Adpt Amount
$0

Schedule R

Schedule R Pension Information

Retirement plan characteristics

Testing, payor, opinion-letter, and transfer information reported with the filing.

Pension & Payor

Payor EIN51-0210613

Transfers

Distributed property value$0
Schedule R source fields
Payor 51-0210613
Filing Id
86037198009861
Schedule R EIN
72-0481288
Schedule R Plan number
001
Schedule R Plan Year Begin Date
2000-01-01
Schedule R Tax Period
20001231
Pension Value Dstrb Pd Property Amount
$0
Pension payor EIN
51-0210613
Pension Employer Contribution Rqr Amount
$0
Pension Employer Contribution Paid Amount
$0
Pension Funding Deficiency Amount
$0