JOHNSON & COMPANY PC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan JOHNSON & COMPANY P.C. EMPLOYEE WELFARE BENEFIT TRUST
401k plan membership statisitcs for JOHNSON & COMPANY P.C. EMPLOYEE WELFARE BENEFIT TRUST
| Measure | Date | Value |
|---|
| 2023: JOHNSON & COMPANY P.C. EMPLOYEE WELFARE BENEFIT TRUST 2023 401k membership |
|---|
| Total participants, beginning-of-year | 2023-01-01 | 1 |
| Total number of active participants reported on line 7a of the Form 5500 | 2023-01-01 | 1 |
| Total of all active and inactive participants | 2023-01-01 | 1 |
| Total participants | 2023-01-01 | 1 |
| 2022: JOHNSON & COMPANY P.C. EMPLOYEE WELFARE BENEFIT TRUST 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-01-01 | 1 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 1 |
| Total of all active and inactive participants | 2022-01-01 | 1 |
| Total participants | 2022-01-01 | 1 |
| 2021: JOHNSON & COMPANY P.C. EMPLOYEE WELFARE BENEFIT TRUST 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-01-01 | 1 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 1 |
| Total of all active and inactive participants | 2021-01-01 | 1 |
| Total participants | 2021-01-01 | 1 |
| 2020: JOHNSON & COMPANY P.C. EMPLOYEE WELFARE BENEFIT TRUST 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-01-01 | 1 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 1 |
| Total of all active and inactive participants | 2020-01-01 | 1 |
| Total participants | 2020-01-01 | 1 |
| 2019: JOHNSON & COMPANY P.C. EMPLOYEE WELFARE BENEFIT TRUST 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 1 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 1 |
| Total of all active and inactive participants | 2019-01-01 | 1 |
| Total participants | 2019-01-01 | 1 |
| 2018: JOHNSON & COMPANY P.C. EMPLOYEE WELFARE BENEFIT TRUST 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 1 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 1 |
| Total of all active and inactive participants | 2018-01-01 | 1 |
| Total participants | 2018-01-01 | 1 |
| 2017: JOHNSON & COMPANY P.C. EMPLOYEE WELFARE BENEFIT TRUST 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 1 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 1 |
| Total of all active and inactive participants | 2017-01-01 | 1 |
| Total participants | 2017-01-01 | 1 |
| 2016: JOHNSON & COMPANY P.C. EMPLOYEE WELFARE BENEFIT TRUST 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 1 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 1 |
| Total of all active and inactive participants | 2016-01-01 | 1 |
| Total participants | 2016-01-01 | 0 |
| 2015: JOHNSON & COMPANY P.C. EMPLOYEE WELFARE BENEFIT TRUST 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 0 |
| Total of all active and inactive participants | 2015-01-01 | 0 |
| Total participants | 2015-01-01 | 0 |
| 2014: JOHNSON & COMPANY P.C. EMPLOYEE WELFARE BENEFIT TRUST 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 1 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 1 |
| Total of all active and inactive participants | 2014-01-01 | 1 |
| Total participants | 2014-01-01 | 1 |
| 2013: JOHNSON & COMPANY P.C. EMPLOYEE WELFARE BENEFIT TRUST 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 1 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 1 |
| Total of all active and inactive participants | 2013-01-01 | 1 |
| Total participants | 2013-01-01 | 0 |
| 2012: JOHNSON & COMPANY P.C. EMPLOYEE WELFARE BENEFIT TRUST 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 1 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 1 |
| Total of all active and inactive participants | 2012-01-01 | 1 |
| Total participants | 2012-01-01 | 0 |
| 2011: JOHNSON & COMPANY P.C. EMPLOYEE WELFARE BENEFIT TRUST 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 1 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 1 |
| Total of all active and inactive participants | 2011-01-01 | 1 |
| Total participants | 2011-01-01 | 1 |
| 2010: JOHNSON & COMPANY P.C. EMPLOYEE WELFARE BENEFIT TRUST 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-01-01 | 1 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 1 |
| Total of all active and inactive participants | 2010-01-01 | 1 |
| Total participants | 2010-01-01 | 1 |
| Measure | Date | Value |
|---|
| 2023 : JOHNSON & COMPANY P.C. EMPLOYEE WELFARE BENEFIT TRUST 2023 401k financial data |
|---|
| Expenses. Total of all expenses incurred | 2023-12-31 | $3,257 |
| Total plan assets at end of year | 2023-12-31 | $36,984 |
| Total plan assets at beginning of year | 2023-12-31 | $40,241 |
| Expenses. Other expenses not covered elsewhere | 2023-12-31 | $3,257 |
| Net income (gross income less expenses) | 2023-12-31 | $-3,257 |
| Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $36,984 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $40,241 |
| 2022 : JOHNSON & COMPANY P.C. EMPLOYEE WELFARE BENEFIT TRUST 2022 401k financial data |
|---|
| Total plan assets at end of year | 2022-12-31 | $40,241 |
| Total plan assets at beginning of year | 2022-12-31 | $40,241 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $40,241 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $40,241 |
| 2021 : JOHNSON & COMPANY P.C. EMPLOYEE WELFARE BENEFIT TRUST 2021 401k financial data |
|---|
| Total income from all sources | 2021-12-31 | $-4,996 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $0 |
| Total plan assets at end of year | 2021-12-31 | $40,241 |
| Total plan assets at beginning of year | 2021-12-31 | $45,237 |
| Other income received | 2021-12-31 | $-4,996 |
| Net income (gross income less expenses) | 2021-12-31 | $-4,996 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $40,241 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $45,237 |
| 2020 : JOHNSON & COMPANY P.C. EMPLOYEE WELFARE BENEFIT TRUST 2020 401k financial data |
|---|
| Total income from all sources | 2020-12-31 | $-4,851 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $0 |
| Total plan assets at end of year | 2020-12-31 | $45,237 |
| Total plan assets at beginning of year | 2020-12-31 | $50,088 |
| Other income received | 2020-12-31 | $-4,851 |
| Net income (gross income less expenses) | 2020-12-31 | $-4,851 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $45,237 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $50,088 |
| 2019 : JOHNSON & COMPANY P.C. EMPLOYEE WELFARE BENEFIT TRUST 2019 401k financial data |
|---|
| Total income from all sources | 2019-12-31 | $0 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $3,364 |
| Total plan assets at end of year | 2019-12-31 | $50,088 |
| Total plan assets at beginning of year | 2019-12-31 | $53,452 |
| Expenses. Other expenses not covered elsewhere | 2019-12-31 | $3,364 |
| Net income (gross income less expenses) | 2019-12-31 | $-3,364 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $50,088 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $53,452 |
| 2018 : JOHNSON & COMPANY P.C. EMPLOYEE WELFARE BENEFIT TRUST 2018 401k financial data |
|---|
| Total income from all sources | 2018-12-31 | $0 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $1,210 |
| Total plan assets at end of year | 2018-12-31 | $53,452 |
| Total plan assets at beginning of year | 2018-12-31 | $54,662 |
| Expenses. Other expenses not covered elsewhere | 2018-12-31 | $1,210 |
| Net income (gross income less expenses) | 2018-12-31 | $-1,210 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $53,452 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $54,662 |
| 2017 : JOHNSON & COMPANY P.C. EMPLOYEE WELFARE BENEFIT TRUST 2017 401k financial data |
|---|
| Total income from all sources | 2017-12-31 | $0 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $1,188 |
| Total plan assets at end of year | 2017-12-31 | $54,662 |
| Total plan assets at beginning of year | 2017-12-31 | $55,850 |
| Expenses. Other expenses not covered elsewhere | 2017-12-31 | $1,188 |
| Net income (gross income less expenses) | 2017-12-31 | $-1,188 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $54,662 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $55,850 |
| 2016 : JOHNSON & COMPANY P.C. EMPLOYEE WELFARE BENEFIT TRUST 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $0 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $1,181 |
| Total plan assets at end of year | 2016-12-31 | $55,850 |
| Total plan assets at beginning of year | 2016-12-31 | $57,031 |
| Expenses. Other expenses not covered elsewhere | 2016-12-31 | $1,181 |
| Net income (gross income less expenses) | 2016-12-31 | $-1,181 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $55,850 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $57,031 |
| 2015 : JOHNSON & COMPANY P.C. EMPLOYEE WELFARE BENEFIT TRUST 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $5,452 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $0 |
| Total plan assets at end of year | 2015-12-31 | $57,031 |
| Total plan assets at beginning of year | 2015-12-31 | $51,579 |
| Other income received | 2015-12-31 | $5,452 |
| Net income (gross income less expenses) | 2015-12-31 | $5,452 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $57,031 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $51,579 |
| 2014 : JOHNSON & COMPANY P.C. EMPLOYEE WELFARE BENEFIT TRUST 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $0 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $980 |
| Total plan assets at end of year | 2014-12-31 | $51,579 |
| Total plan assets at beginning of year | 2014-12-31 | $52,559 |
| Expenses. Other expenses not covered elsewhere | 2014-12-31 | $980 |
| Net income (gross income less expenses) | 2014-12-31 | $-980 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $51,579 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $52,559 |
| 2013 : JOHNSON & COMPANY P.C. EMPLOYEE WELFARE BENEFIT TRUST 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $0 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $972 |
| Total plan assets at end of year | 2013-12-31 | $52,559 |
| Total plan assets at beginning of year | 2013-12-31 | $53,531 |
| Expenses. Other expenses not covered elsewhere | 2013-12-31 | $972 |
| Net income (gross income less expenses) | 2013-12-31 | $-972 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $52,559 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $53,531 |
| 2012 : JOHNSON & COMPANY P.C. EMPLOYEE WELFARE BENEFIT TRUST 2012 401k financial data |
|---|
| Expenses. Total of all expenses incurred | 2012-12-31 | $4,990 |
| Total plan assets at end of year | 2012-12-31 | $53,531 |
| Total plan assets at beginning of year | 2012-12-31 | $58,521 |
| Expenses. Other expenses not covered elsewhere | 2012-12-31 | $4,990 |
| Net income (gross income less expenses) | 2012-12-31 | $-4,990 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $53,531 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $58,521 |
| 2011 : JOHNSON & COMPANY P.C. EMPLOYEE WELFARE BENEFIT TRUST 2011 401k financial data |
|---|
| Expenses. Total of all expenses incurred | 2011-12-31 | $5,295 |
| Total plan assets at end of year | 2011-12-31 | $58,521 |
| Total plan assets at beginning of year | 2011-12-31 | $63,816 |
| Expenses. Other expenses not covered elsewhere | 2011-12-31 | $5,295 |
| Net income (gross income less expenses) | 2011-12-31 | $-5,295 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $58,521 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $63,816 |
| 2010 : JOHNSON & COMPANY P.C. EMPLOYEE WELFARE BENEFIT TRUST 2010 401k financial data |
|---|
| Transfers to/from the plan | 2010-12-31 | $63,816 |
| Total plan assets at end of year | 2010-12-31 | $63,816 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $63,816 |
| 2023: JOHNSON & COMPANY P.C. EMPLOYEE WELFARE BENEFIT TRUST 2023 form 5500 responses |
|---|
| 2023-01-01 | Type of plan entity | Single employer plan |
| 2023-01-01 | Plan funding arrangement – Insurance | Yes |
| 2023-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2022: JOHNSON & COMPANY P.C. EMPLOYEE WELFARE BENEFIT TRUST 2022 form 5500 responses |
|---|
| 2022-01-01 | Type of plan entity | Single employer plan |
| 2022-01-01 | Plan funding arrangement – Insurance | Yes |
| 2022-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2021: JOHNSON & COMPANY P.C. EMPLOYEE WELFARE BENEFIT TRUST 2021 form 5500 responses |
|---|
| 2021-01-01 | Type of plan entity | Single employer plan |
| 2021-01-01 | Plan funding arrangement – Insurance | Yes |
| 2021-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2020: JOHNSON & COMPANY P.C. EMPLOYEE WELFARE BENEFIT TRUST 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | Submission has been amended | No |
| 2020-01-01 | This submission is the final filing | No |
| 2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-01-01 | Plan is a collectively bargained plan | No |
| 2020-01-01 | Plan funding arrangement – Insurance | Yes |
| 2020-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2019: JOHNSON & COMPANY P.C. EMPLOYEE WELFARE BENEFIT TRUST 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Submission has been amended | No |
| 2019-01-01 | This submission is the final filing | No |
| 2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-01-01 | Plan is a collectively bargained plan | No |
| 2019-01-01 | Plan funding arrangement – Insurance | Yes |
| 2019-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2018: JOHNSON & COMPANY P.C. EMPLOYEE WELFARE BENEFIT TRUST 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Submission has been amended | No |
| 2018-01-01 | This submission is the final filing | No |
| 2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-01-01 | Plan is a collectively bargained plan | No |
| 2018-01-01 | Plan funding arrangement – Insurance | Yes |
| 2018-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2017: JOHNSON & COMPANY P.C. EMPLOYEE WELFARE BENEFIT TRUST 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Submission has been amended | No |
| 2017-01-01 | This submission is the final filing | No |
| 2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-01-01 | Plan is a collectively bargained plan | No |
| 2017-01-01 | Plan funding arrangement – Insurance | Yes |
| 2017-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2016: JOHNSON & COMPANY P.C. EMPLOYEE WELFARE BENEFIT TRUST 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Submission has been amended | No |
| 2016-01-01 | This submission is the final filing | No |
| 2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-01-01 | Plan is a collectively bargained plan | No |
| 2016-01-01 | Plan funding arrangement – Insurance | Yes |
| 2016-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2015: JOHNSON & COMPANY P.C. EMPLOYEE WELFARE BENEFIT TRUST 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Submission has been amended | No |
| 2015-01-01 | This submission is the final filing | No |
| 2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-01-01 | Plan is a collectively bargained plan | No |
| 2015-01-01 | Plan funding arrangement – Insurance | Yes |
| 2015-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2014: JOHNSON & COMPANY P.C. EMPLOYEE WELFARE BENEFIT TRUST 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Submission has been amended | No |
| 2014-01-01 | This submission is the final filing | No |
| 2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-01-01 | Plan is a collectively bargained plan | No |
| 2014-01-01 | Plan funding arrangement – Insurance | Yes |
| 2014-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2013: JOHNSON & COMPANY P.C. EMPLOYEE WELFARE BENEFIT TRUST 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Plan funding arrangement – Insurance | Yes |
| 2013-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2012: JOHNSON & COMPANY P.C. EMPLOYEE WELFARE BENEFIT TRUST 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Plan funding arrangement – Insurance | Yes |
| 2012-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2011: JOHNSON & COMPANY P.C. EMPLOYEE WELFARE BENEFIT TRUST 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Plan funding arrangement – Insurance | Yes |
| 2011-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2010: JOHNSON & COMPANY P.C. EMPLOYEE WELFARE BENEFIT TRUST 2010 form 5500 responses |
|---|
| 2010-01-01 | Type of plan entity | Single employer plan |
| 2010-01-01 | Plan is a collectively bargained plan | Yes |
| 2010-01-01 | Plan funding arrangement – Insurance | Yes |
| 2010-01-01 | Plan benefit arrangement – Insurance | Yes |
| PENN MUTUAL (National Association of Insurance Commissioners NAIC id number: ) |
| Policy contract number | 8 177 497 |
| Policy instance | 1 |
| Insurance contract or identification number | 8 177 497 | | Insurance policy start date | 2006-02-02 | | Are there contracts with allocated funds for individual policies? | 1 | | Life Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| PENN MUTUAL (National Association of Insurance Commissioners NAIC id number: ) |
| Policy contract number | 8 177 497 |
| Policy instance | 1 |
| Insurance contract or identification number | 8 177 497 | | Insurance policy start date | 2006-02-02 | | Are there contracts with allocated funds for individual policies? | 1 | | Life Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No |
|
| PENN MUTUAL (National Association of Insurance Commissioners NAIC id number: ) |
| Policy contract number | 8 177 497 |
| Policy instance | 1 |
| Insurance contract or identification number | 8 177 497 | | Insurance policy start date | 2006-02-02 | | Are there contracts with allocated funds for individual policies? | 1 | | Life Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No |
|
| PENN MUTUAL (National Association of Insurance Commissioners NAIC id number: ) |
| Policy contract number | 8 177 497 |
| Policy instance | 1 |
| Insurance contract or identification number | 8 177 497 | | Insurance policy start date | 2006-02-02 | | Are there contracts with allocated funds for individual policies? | 1 | | Life Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No |
|
| PENN MUTUAL (National Association of Insurance Commissioners NAIC id number: ) |
| Policy contract number | 8 177 497 |
| Policy instance | 1 |
| Insurance contract or identification number | 8 177 497 | | Insurance policy start date | 2006-02-02 | | Are there contracts with allocated funds for individual policies? | 1 | | Life Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No |
|
| PENN MUTUAL (National Association of Insurance Commissioners NAIC id number: ) |
| Policy contract number | 8 177 497 |
| Policy instance | 1 |
| Insurance contract or identification number | 8 177 497 | | Insurance policy start date | 2006-02-02 | | Are there contracts with allocated funds for individual policies? | 1 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| PENN MUTUAL (National Association of Insurance Commissioners NAIC id number: ) |
| Policy contract number | 8 177 497 |
| Policy instance | 1 |
| Insurance contract or identification number | 8 177 497 | | Insurance policy start date | 2006-02-02 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| PENN MUTUAL (National Association of Insurance Commissioners NAIC id number: ) |
| Policy contract number | 8 177 497 |
| Policy instance | 1 |
| Insurance contract or identification number | 8 177 497 | | Insurance policy start date | 2006-02-02 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| PENN MUTUAL (National Association of Insurance Commissioners NAIC id number: ) |
| Policy contract number | 8 177 497 |
| Policy instance | 1 |
| Insurance contract or identification number | 8 177 497 | | Insurance policy start date | 2006-02-02 | | Are there contracts with allocated funds for individual policies? | Yes | | Life Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| PENN MUTUAL (National Association of Insurance Commissioners NAIC id number: ) |
| Policy contract number | 8 177 497 |
| Policy instance | 1 |
| Insurance contract or identification number | 8 177 497 | | Insurance policy start date | 2006-02-02 | | Are there contracts with allocated funds for individual policies? | Yes | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| PENN MUTUAL (National Association of Insurance Commissioners NAIC id number: ) |
| Policy contract number | 8 177 497 |
| Policy instance | 1 |
| Insurance contract or identification number | 8 177 497 | | Insurance policy start date | 2006-02-02 | | Are there contracts with allocated funds for individual policies? | Yes | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| PENN MUTUAL (National Association of Insurance Commissioners NAIC id number: ) |
| Policy contract number | 8 177 497 |
| Policy instance | 1 |
| Insurance contract or identification number | 8 177 497 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2006-02-02 | | Life Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Are there contracts with allocated funds for individual policies? | Yes |
|
