0001090027-20-000002.txt : 20200331 0001090027-20-000002.hdr.sgml : 20200331 20200331170906 ACCESSION NUMBER: 0001090027-20-000002 CONFORMED SUBMISSION TYPE: TA-2 PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20191231 FILED AS OF DATE: 20200331 DATE AS OF CHANGE: 20200331 EFFECTIVENESS DATE: 20200331 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 SEC ACT: 1934 Act SEC FILE NUMBER: 084-05822 FILM NUMBER: 20762688 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 1 primary_doc.xml X0606 TA-2 2019-12-31 084-05822 0001090027 XXXXXXXX LIVE true false 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 Services 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 297458 81713 81713 81713 0 0.00 0.00 100.00 0.00 0.00 0.00 0 0 297458 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 297458 4899 12/31/2019 160 137 23 Byron Bowman 805-684-1199 x2555 General Counsel and Secretary 03/31/2020