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RICHARD J MUTTY MD PC PROFIT SHARING PLAN 401k Plan overview

Plan NameRICHARD J MUTTY MD PC PROFIT SHARING PLAN
Plan identification number 001

RICHARD J MUTTY MD PC PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing

401k Sponsoring company profile

RICHARD J MUTTY MD PC has sponsored the creation of one or more 401k plans.

Company Name:RICHARD J MUTTY MD PC
Employer identification number (EIN):161339244
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RICHARD J MUTTY MD PC PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01RICHARD J. MUTTY MD PC2023-03-25
0012021-01-01RICHARD J. MUTTY MD PC2022-03-24
0012020-01-01RICHARD J. MUTTY MD PC2021-03-20
0012019-01-01RICHARD J. MUTTY MD PC2020-04-15
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01
0012012-01-01RICHARD J. MUTTY MD PC
0012011-01-01RICHARD J. MUTTY MD PC
0012009-01-01RICHARD J. MUTTY MD PC

Plan Statistics for RICHARD J MUTTY MD PC PROFIT SHARING PLAN

401k plan membership statisitcs for RICHARD J MUTTY MD PC PROFIT SHARING PLAN

Measure Date Value
2022: RICHARD J MUTTY MD PC PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-013
Total number of active participants reported on line 7a of the Form 55002022-01-013
Total of all active and inactive participants2022-01-013
Total participants2022-01-013
Number of participants with account balances2022-01-013
2021: RICHARD J MUTTY MD PC PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-014
Total number of active participants reported on line 7a of the Form 55002021-01-013
Total of all active and inactive participants2021-01-013
Total participants2021-01-013
Number of participants with account balances2021-01-013
2020: RICHARD J MUTTY MD PC PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-014
Total number of active participants reported on line 7a of the Form 55002020-01-014
Total of all active and inactive participants2020-01-014
Total participants2020-01-014
Number of participants with account balances2020-01-014
2019: RICHARD J MUTTY MD PC PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-014
Total number of active participants reported on line 7a of the Form 55002019-01-014
Total of all active and inactive participants2019-01-014
Total participants2019-01-014
Number of participants with account balances2019-01-014
2018: RICHARD J MUTTY MD PC PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-014
Total number of active participants reported on line 7a of the Form 55002018-01-014
Total of all active and inactive participants2018-01-014
Total participants2018-01-014
Number of participants with account balances2018-01-014
2017: RICHARD J MUTTY MD PC PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-014
Total number of active participants reported on line 7a of the Form 55002017-01-014
Total of all active and inactive participants2017-01-014
Total participants2017-01-014
Number of participants with account balances2017-01-014
2016: RICHARD J MUTTY MD PC PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-014
Total number of active participants reported on line 7a of the Form 55002016-01-014
Total of all active and inactive participants2016-01-014
Total participants2016-01-014
Number of participants with account balances2016-01-014
2015: RICHARD J MUTTY MD PC PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-015
Total number of active participants reported on line 7a of the Form 55002015-01-014
Total of all active and inactive participants2015-01-014
Total participants2015-01-014
Number of participants with account balances2015-01-014
2014: RICHARD J MUTTY MD PC PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-015
Total number of active participants reported on line 7a of the Form 55002014-01-015
Total of all active and inactive participants2014-01-015
Total participants2014-01-015
Number of participants with account balances2014-01-015
2013: RICHARD J MUTTY MD PC PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-015
Total number of active participants reported on line 7a of the Form 55002013-01-015
Total of all active and inactive participants2013-01-015
Total participants2013-01-015
Number of participants with account balances2013-01-015
2012: RICHARD J MUTTY MD PC PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-015
Total number of active participants reported on line 7a of the Form 55002012-01-015
Total of all active and inactive participants2012-01-015
Total participants2012-01-015
Number of participants with account balances2012-01-015
2011: RICHARD J MUTTY MD PC PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-015
Total number of active participants reported on line 7a of the Form 55002011-01-015
Total of all active and inactive participants2011-01-015
Total participants2011-01-015
Number of participants with account balances2011-01-015
2009: RICHARD J MUTTY MD PC PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-014
Total number of active participants reported on line 7a of the Form 55002009-01-014
Total of all active and inactive participants2009-01-014
Total participants2009-01-014
Number of participants with account balances2009-01-014

Financial Data on RICHARD J MUTTY MD PC PROFIT SHARING PLAN

Measure Date Value
2022 : RICHARD J MUTTY MD PC PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources2022-12-31$-138,456
Expenses. Total of all expenses incurred2022-12-31$84,848
Benefits paid (including direct rollovers)2022-12-31$72,943
Total plan assets at end of year2022-12-31$1,223,408
Total plan assets at beginning of year2022-12-31$1,446,712
Value of fidelity bond covering the plan2022-12-31$100,000
Other income received2022-12-31$-138,456
Net income (gross income less expenses)2022-12-31$-223,304
Net plan assets at end of year (total assets less liabilities)2022-12-31$1,223,408
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$1,446,712
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$11,905
2021 : RICHARD J MUTTY MD PC PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources2021-12-31$240,383
Expenses. Total of all expenses incurred2021-12-31$106,518
Benefits paid (including direct rollovers)2021-12-31$94,165
Total plan assets at end of year2021-12-31$1,446,712
Total plan assets at beginning of year2021-12-31$1,312,847
Value of fidelity bond covering the plan2021-12-31$100,000
Other income received2021-12-31$240,383
Net income (gross income less expenses)2021-12-31$133,865
Net plan assets at end of year (total assets less liabilities)2021-12-31$1,446,712
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$1,312,847
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$12,353
2020 : RICHARD J MUTTY MD PC PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources2020-12-31$112,643
Expenses. Total of all expenses incurred2020-12-31$10,279
Benefits paid (including direct rollovers)2020-12-31$0
Total plan assets at end of year2020-12-31$1,312,847
Total plan assets at beginning of year2020-12-31$1,210,483
Value of fidelity bond covering the plan2020-12-31$100,000
Other income received2020-12-31$112,643
Net income (gross income less expenses)2020-12-31$102,364
Net plan assets at end of year (total assets less liabilities)2020-12-31$1,312,847
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$1,210,483
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$10,279
2019 : RICHARD J MUTTY MD PC PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources2019-12-31$265,027
Expenses. Total of all expenses incurred2019-12-31$53,520
Benefits paid (including direct rollovers)2019-12-31$43,709
Total plan assets at end of year2019-12-31$1,210,483
Total plan assets at beginning of year2019-12-31$998,976
Value of fidelity bond covering the plan2019-12-31$100,000
Other income received2019-12-31$265,027
Net income (gross income less expenses)2019-12-31$211,507
Net plan assets at end of year (total assets less liabilities)2019-12-31$1,210,483
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$998,976
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$9,811
2018 : RICHARD J MUTTY MD PC PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources2018-12-31$-68,766
Expenses. Total of all expenses incurred2018-12-31$57,462
Benefits paid (including direct rollovers)2018-12-31$47,413
Total plan assets at end of year2018-12-31$998,976
Total plan assets at beginning of year2018-12-31$1,125,204
Value of fidelity bond covering the plan2018-12-31$100,000
Total contributions received or receivable from participants2018-12-31$750
Other income received2018-12-31$-69,516
Net income (gross income less expenses)2018-12-31$-126,228
Net plan assets at end of year (total assets less liabilities)2018-12-31$998,976
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$1,125,204
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$10,049
2017 : RICHARD J MUTTY MD PC PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources2017-12-31$129,387
Expenses. Total of all expenses incurred2017-12-31$52,308
Benefits paid (including direct rollovers)2017-12-31$42,600
Total plan assets at end of year2017-12-31$1,125,204
Total plan assets at beginning of year2017-12-31$1,048,125
Value of fidelity bond covering the plan2017-12-31$100,000
Total contributions received or receivable from participants2017-12-31$1,350
Other income received2017-12-31$128,037
Net income (gross income less expenses)2017-12-31$77,079
Net plan assets at end of year (total assets less liabilities)2017-12-31$1,125,204
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$1,048,125
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$9,708
2016 : RICHARD J MUTTY MD PC PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources2016-12-31$82,159
Expenses. Total of all expenses incurred2016-12-31$49,355
Benefits paid (including direct rollovers)2016-12-31$40,000
Total plan assets at end of year2016-12-31$1,048,125
Total plan assets at beginning of year2016-12-31$1,015,321
Value of fidelity bond covering the plan2016-12-31$100,000
Total contributions received or receivable from participants2016-12-31$1,350
Other income received2016-12-31$80,809
Net income (gross income less expenses)2016-12-31$32,804
Net plan assets at end of year (total assets less liabilities)2016-12-31$1,048,125
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$1,015,321
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$9,355
2015 : RICHARD J MUTTY MD PC PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-12-31$-2,284
Expenses. Total of all expenses incurred2015-12-31$82,517
Benefits paid (including direct rollovers)2015-12-31$72,910
Total plan assets at end of year2015-12-31$1,015,321
Total plan assets at beginning of year2015-12-31$1,100,122
Value of fidelity bond covering the plan2015-12-31$100,000
Other income received2015-12-31$-2,284
Net income (gross income less expenses)2015-12-31$-84,801
Net plan assets at end of year (total assets less liabilities)2015-12-31$1,015,321
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$1,100,122
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$9,607
2014 : RICHARD J MUTTY MD PC PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-12-31$48,320
Expenses. Total of all expenses incurred2014-12-31$50,705
Benefits paid (including direct rollovers)2014-12-31$40,750
Total plan assets at end of year2014-12-31$1,100,122
Total plan assets at beginning of year2014-12-31$1,102,507
Value of fidelity bond covering the plan2014-12-31$100,000
Other income received2014-12-31$48,320
Net income (gross income less expenses)2014-12-31$-2,385
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,100,122
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,102,507
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$9,955
2013 : RICHARD J MUTTY MD PC PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-12-31$179,373
Expenses. Total of all expenses incurred2013-12-31$45,490
Benefits paid (including direct rollovers)2013-12-31$36,351
Total plan assets at end of year2013-12-31$1,102,507
Total plan assets at beginning of year2013-12-31$968,624
Value of fidelity bond covering the plan2013-12-31$100,000
Other income received2013-12-31$129,373
Net income (gross income less expenses)2013-12-31$133,883
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,102,507
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$968,624
Total contributions received or receivable from employer(s)2013-12-31$50,000
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$9,139
2012 : RICHARD J MUTTY MD PC PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$95,504
Expenses. Total of all expenses incurred2012-12-31$8,256
Total plan assets at end of year2012-12-31$968,624
Total plan assets at beginning of year2012-12-31$881,376
Value of fidelity bond covering the plan2012-12-31$100,000
Other income received2012-12-31$82,004
Net income (gross income less expenses)2012-12-31$87,248
Net plan assets at end of year (total assets less liabilities)2012-12-31$968,624
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$881,376
Total contributions received or receivable from employer(s)2012-12-31$13,500
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$8,256
2011 : RICHARD J MUTTY MD PC PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$19,145
Expenses. Total of all expenses incurred2011-12-31$7,797
Total plan assets at end of year2011-12-31$881,376
Total plan assets at beginning of year2011-12-31$870,028
Value of fidelity bond covering the plan2011-12-31$100,000
Other income received2011-12-31$5,645
Net income (gross income less expenses)2011-12-31$11,348
Net plan assets at end of year (total assets less liabilities)2011-12-31$881,376
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$870,028
Total contributions received or receivable from employer(s)2011-12-31$13,500
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$7,797
2010 : RICHARD J MUTTY MD PC PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$69,346
Expenses. Total of all expenses incurred2010-12-31$7,400
Total plan assets at end of year2010-12-31$870,028
Total plan assets at beginning of year2010-12-31$808,082
Value of fidelity bond covering the plan2010-12-31$100,000
Other income received2010-12-31$55,846
Net income (gross income less expenses)2010-12-31$61,946
Net plan assets at end of year (total assets less liabilities)2010-12-31$870,028
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$808,082
Total contributions received or receivable from employer(s)2010-12-31$13,500
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$7,400

Form 5500 Responses for RICHARD J MUTTY MD PC PROFIT SHARING PLAN

2022: RICHARD J MUTTY MD PC PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: RICHARD J MUTTY MD PC PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: RICHARD J MUTTY MD PC PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: RICHARD J MUTTY MD PC PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: RICHARD J MUTTY MD PC PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: RICHARD J MUTTY MD PC PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: RICHARD J MUTTY MD PC PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: RICHARD J MUTTY MD PC PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: RICHARD J MUTTY MD PC PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: RICHARD J MUTTY MD PC PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: RICHARD J MUTTY MD PC PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: RICHARD J MUTTY MD PC PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: RICHARD J MUTTY MD PC PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66680 )
Policy contract number0196390
Policy instance 1
Insurance contract or identification number0196390
Number of Individuals Covered1
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66680 )
Policy contract number0196390
Policy instance 1
Insurance contract or identification number0196390
Number of Individuals Covered1
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66680 )
Policy contract number0196390
Policy instance 1
Insurance contract or identification number0196390
Number of Individuals Covered1
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66680 )
Policy contract number0196390
Policy instance 1
Insurance contract or identification number0196390
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Insurance broker organization code?3
NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66680 )
Policy contract number0196390
Policy instance 1
Insurance contract or identification number0196390
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Insurance broker organization code?3
NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66680 )
Policy contract number0196390
Policy instance 1
Insurance contract or identification number0196390
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
Insurance broker name
NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66680 )
Policy contract number0196390
Policy instance 1
Insurance contract or identification number0196390
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
Insurance broker name
NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66680 )
Policy contract number0196390
Policy instance 1
Insurance contract or identification number0196390
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
Insurance broker name
NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66680 )
Policy contract number0196390
Policy instance 1
Insurance contract or identification number0196390
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
Insurance broker name
NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66680 )
Policy contract number0196390
Policy instance 1
Insurance contract or identification number0196390
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
Insurance broker name
NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66680 )
Policy contract number0196390
Policy instance 1
Insurance contract or identification number0196390
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66680 )
Policy contract number0196390
Policy instance 1
Insurance contract or identification number0196390
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
Insurance broker name

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