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