Form 5500 · Retirement plan · TAMPA, FL
PRICEWATERHOUSECOOPERS LLP
The filing calls this plan PWC DEFINED CONTRIBUTION INVESTMENT TRUST.
PRICEWATERHOUSECOOPERS LLP of TAMPA, FL files a Form 5500 for its retirement plan. Schedule A discloses 5 annuity or guaranteed-interest contracts held by the plan, written by CITIBANK, NA and 4 other insurers. These are investment and funding contracts, not group health or welfare coverage. No medical, dental or life benefit is reported on this filing.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 13-4008324 · plan 007 · plan year 2023, filed Apr 15, 2024
Plan brief
Schedule A lists 5 insurance contracts held by the plan — annuities, guaranteed-interest accounts or similar funding vehicles. The largest number are with CITIBANK, NA.
The contracts held $694,424,970 at the end of the plan year, as reported on Schedule A.
The filing discloses no agent commission on these contracts.
A Schedule A is filed for a retirement plan when plan assets sit in an insurance company contract. It reports the contract's balances and any agent commission. It does not report a health, dental or life premium, and it does not give a group renewal date.
The contract year ended in June.
Schedule A insurance contracts
| Carrier | Contract type | Covered | Year ends | Contract value | Commission |
|---|---|---|---|---|---|
| CITIBANK, NA | Annuity / GIC | 80,357 | June | $138,886,189 | $0 |
| METROPOLITAN LIFE INSURANCE COMPANY | Annuity / GIC | 80,357 | June | $138,886,189 | $0 |
| PACIFIC LIFE INSURANCE COMPANY | Annuity / GIC | 80,357 | June | $138,880,214 | $0 |
| RGA REINSURANCE COMPANY | Annuity / GIC | 80,357 | June | $138,886,189 | $0 |
| VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY | Annuity / GIC | 80,357 | June | $138,886,189 | $0 |
Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.
Administrator and service providers
The plan administrator is from line 3a of the main form. We publish company names only.
What the plan holds
Sourced from U.S. DOL EFAST2 Form 5500 · Schedule H
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