0001090027-17-000004.txt : 20170403
0001090027-17-000004.hdr.sgml : 20170403
20170331195318
ACCESSION NUMBER: 0001090027-17-000004
CONFORMED SUBMISSION TYPE: TA-2/A
PUBLIC DOCUMENT COUNT: 1
CONFORMED PERIOD OF REPORT: 20161231
FILED AS OF DATE: 20170403
DATE AS OF CHANGE: 20170331
EFFECTIVENESS DATE: 20170403
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: PLANMEMBER SERVICES CORP /TA
CENTRAL INDEX KEY: 0001090027
IRS NUMBER: 000000000
STATE OF INCORPORATION: CA
FILING VALUES:
FORM TYPE: TA-2/A
SEC ACT: 1934 Act
SEC FILE NUMBER: 084-05822
FILM NUMBER: 17731950
BUSINESS ADDRESS:
STREET 1: 6187 CARPINTERIA AVENUE
CITY: CARPINTERIA
STATE: CA
ZIP: 93013
BUSINESS PHONE: 8056841199
MAIL ADDRESS:
STREET 1: 6187 CARPINTERIA AVENUE
CITY: CARPINTERIA
STATE: CA
ZIP: 93013
FORMER COMPANY:
FORMER CONFORMED NAME: PLANMEMBER SERVICES CORP /TA
DATE OF NAME CHANGE: 19990708
TA-2/A
1
primary_doc.xml
X0606
TA-2/A
2016-12-31
084-05822
0001090027
XXXXXXXX
LIVE
true
true
PLANMEMBER SERVICES CORP /TA
None
Y
AIM
084-05432
American Century
084-01406
Columbia Management Services
084-01329
DWS Investment Service
084-01713
Eaton Vance Investment Managers
084-06041
Federated Shareholder Serv ices
084-01869
Franklin Templeton Investor Services
084-01036
Fidelity Investments
084-01839
Hartford Investment Services
084-05882
Invesco Funds
084-05432
Ivy Funds/Waddell & Reed
084-01062
Janus Funds
084-01505
John Hancock Signature Services
084-01885
Lincoln Investment Planning
084-01440
MFS Services
084-01316
National Financial Services
084-05888
Oppenheimer Funds
084-01562
Parnassus Investments
084-01519
Pioneer Investment Management
084-01359
Putnam Investor Services
084-05542
Prudential Mutual Fund Services
084-05681
Russell Investments
084-06276
Rydex Funds
084-05475
Sentinel Investments
084-06175
T. Rowe Price Funds
084-01917
Van Kampen
084-01621
Securities and Exchange Commission
Not applicable
2635465
71111
71111
63
0
0.00
0.00
100.00
0.00
0.00
0.00
0
0
250
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
63
0
0
0.00
0
0.00
0
0.00
0
Yes
2635465
100
12/31/2016
0
0
0
Byron Bowman
805-684-1199 x2555
General Counsel and Secretary
03/31/2017