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WILLIAM SCHAPPELL & SONS, INC. PROFIT SHARING PLAN 401k Plan overview

Plan NameWILLIAM SCHAPPELL & SONS, INC. PROFIT SHARING PLAN
Plan identification number 001

WILLIAM SCHAPPELL & SONS, INC. PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing

401k Sponsoring company profile

WILLIAM SCHAPPELL & SONS, INC. has sponsored the creation of one or more 401k plans.

Company Name:WILLIAM SCHAPPELL & SONS, INC.
Employer identification number (EIN):222130217
NAIC Classification:447100
NAIC Description: Gasoline Stations, Gas

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WILLIAM SCHAPPELL & SONS, INC. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01WILLIAM C SCHAPPELL
0012016-01-01WILLIAM C SCHAPPELL
0012015-01-01WILLIAM C SCHAPPELL
0012014-01-01WILLIAM C SCHAPPELL
0012013-01-01WILLIAM C SCHAPPELL
0012012-01-01WILLIAM C SCHAPPELL
0012011-01-01WILLIAM C SCHAPPELL
0012010-01-01WILLIAM C SCHAPPELL
0012009-01-01WILLIAM C SCHAPPELL

Plan Statistics for WILLIAM SCHAPPELL & SONS, INC. PROFIT SHARING PLAN

401k plan membership statisitcs for WILLIAM SCHAPPELL & SONS, INC. PROFIT SHARING PLAN

Measure Date Value
2023: WILLIAM SCHAPPELL & SONS, INC. PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-015
Total number of active participants reported on line 7a of the Form 55002023-01-015
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-010
Total of all active and inactive participants2023-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-015
Number of participants with account balances2023-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: WILLIAM SCHAPPELL & SONS, INC. PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-015
Total number of active participants reported on line 7a of the Form 55002022-01-015
Total of all active and inactive participants2022-01-015
Total participants2022-01-015
Number of participants with account balances2022-01-015
2021: WILLIAM SCHAPPELL & SONS, INC. PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-015
Total number of active participants reported on line 7a of the Form 55002021-01-015
Total of all active and inactive participants2021-01-015
Total participants2021-01-015
Number of participants with account balances2021-01-015
2020: WILLIAM SCHAPPELL & SONS, INC. PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-015
Total number of active participants reported on line 7a of the Form 55002020-01-015
Total of all active and inactive participants2020-01-015
Total participants2020-01-015
Number of participants with account balances2020-01-015
2019: WILLIAM SCHAPPELL & SONS, INC. PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-015
Total number of active participants reported on line 7a of the Form 55002019-01-015
Total of all active and inactive participants2019-01-015
Total participants2019-01-015
Number of participants with account balances2019-01-015
2018: WILLIAM SCHAPPELL & SONS, INC. PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-015
Total number of active participants reported on line 7a of the Form 55002018-01-015
Total of all active and inactive participants2018-01-015
Total participants2018-01-015
Number of participants with account balances2018-01-015
2017: WILLIAM SCHAPPELL & SONS, INC. 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 55002017-01-015
Total of all active and inactive participants2017-01-015
Total participants2017-01-015
Number of participants with account balances2017-01-015
2016: WILLIAM SCHAPPELL & SONS, INC. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-010
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: WILLIAM SCHAPPELL & SONS, INC. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-010
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: WILLIAM SCHAPPELL & SONS, INC. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-014
Total number of active participants reported on line 7a of the Form 55002014-01-014
Total of all active and inactive participants2014-01-014
Total participants2014-01-014
Number of participants with account balances2014-01-014
2013: WILLIAM SCHAPPELL & SONS, INC. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-014
Total number of active participants reported on line 7a of the Form 55002013-01-014
Total of all active and inactive participants2013-01-014
Total participants2013-01-014
Number of participants with account balances2013-01-014
2012: WILLIAM SCHAPPELL & SONS, INC. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-014
Total number of active participants reported on line 7a of the Form 55002012-01-014
Total of all active and inactive participants2012-01-014
Total participants2012-01-014
Number of participants with account balances2012-01-014
2011: WILLIAM SCHAPPELL & SONS, INC. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-014
Total number of active participants reported on line 7a of the Form 55002011-01-014
Total of all active and inactive participants2011-01-014
Total participants2011-01-014
Number of participants with account balances2011-01-014
2010: WILLIAM SCHAPPELL & SONS, INC. PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-014
Total number of active participants reported on line 7a of the Form 55002010-01-014
Total of all active and inactive participants2010-01-014
Total participants2010-01-014
Number of participants with account balances2010-01-014
2009: WILLIAM SCHAPPELL & SONS, INC. 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 WILLIAM SCHAPPELL & SONS, INC. PROFIT SHARING PLAN

Measure Date Value
2023 : WILLIAM SCHAPPELL & SONS, INC. PROFIT SHARING PLAN 2023 401k financial data
Total income from all sources2023-12-31$105,736
Expenses. Total of all expenses incurred2023-12-31$5,958
Benefits paid (including direct rollovers)2023-12-31$5,958
Total plan assets at end of year2023-12-31$756,441
Total plan assets at beginning of year2023-12-31$656,663
Other income received2023-12-31$80,236
Net income (gross income less expenses)2023-12-31$99,778
Net plan assets at end of year (total assets less liabilities)2023-12-31$756,441
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$656,663
Total contributions received or receivable from employer(s)2023-12-31$25,500
2022 : WILLIAM SCHAPPELL & SONS, INC. PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources2022-12-31$-107,591
Expenses. Total of all expenses incurred2022-12-31$6,875
Benefits paid (including direct rollovers)2022-12-31$6,875
Total plan assets at end of year2022-12-31$656,663
Total plan assets at beginning of year2022-12-31$771,129
Other income received2022-12-31$-127,991
Net income (gross income less expenses)2022-12-31$-114,466
Net plan assets at end of year (total assets less liabilities)2022-12-31$656,663
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$771,129
Total contributions received or receivable from employer(s)2022-12-31$20,400
2021 : WILLIAM SCHAPPELL & SONS, INC. PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources2021-12-31$87,151
Expenses. Total of all expenses incurred2021-12-31$4,426
Benefits paid (including direct rollovers)2021-12-31$4,426
Total plan assets at end of year2021-12-31$771,129
Total plan assets at beginning of year2021-12-31$688,404
Other income received2021-12-31$66,751
Net income (gross income less expenses)2021-12-31$82,725
Net plan assets at end of year (total assets less liabilities)2021-12-31$771,129
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$688,404
Total contributions received or receivable from employer(s)2021-12-31$20,400
2020 : WILLIAM SCHAPPELL & SONS, INC. PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources2020-12-31$81,058
Total plan assets at end of year2020-12-31$688,404
Total plan assets at beginning of year2020-12-31$607,346
Other income received2020-12-31$60,658
Net income (gross income less expenses)2020-12-31$81,058
Net plan assets at end of year (total assets less liabilities)2020-12-31$688,404
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$607,346
Total contributions received or receivable from employer(s)2020-12-31$20,400
2019 : WILLIAM SCHAPPELL & SONS, INC. PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources2019-12-31$113,155
Expenses. Total of all expenses incurred2019-12-31$4,964
Benefits paid (including direct rollovers)2019-12-31$4,964
Total plan assets at end of year2019-12-31$607,346
Total plan assets at beginning of year2019-12-31$499,155
Other income received2019-12-31$92,755
Net income (gross income less expenses)2019-12-31$108,191
Net plan assets at end of year (total assets less liabilities)2019-12-31$607,346
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$499,155
Total contributions received or receivable from employer(s)2019-12-31$20,400
2018 : WILLIAM SCHAPPELL & SONS, INC. PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources2018-12-31$-21,352
Expenses. Total of all expenses incurred2018-12-31$2,750
Benefits paid (including direct rollovers)2018-12-31$2,750
Total plan assets at end of year2018-12-31$499,155
Total plan assets at beginning of year2018-12-31$523,257
Other income received2018-12-31$-41,752
Net income (gross income less expenses)2018-12-31$-24,102
Net plan assets at end of year (total assets less liabilities)2018-12-31$499,155
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$523,257
Total contributions received or receivable from employer(s)2018-12-31$20,400
2017 : WILLIAM SCHAPPELL & SONS, INC. PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources2017-12-31$78,837
Total plan assets at end of year2017-12-31$523,257
Total plan assets at beginning of year2017-12-31$444,420
Other income received2017-12-31$59,037
Net income (gross income less expenses)2017-12-31$78,837
Net plan assets at end of year (total assets less liabilities)2017-12-31$523,257
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$444,420
Total contributions received or receivable from employer(s)2017-12-31$19,800
2016 : WILLIAM SCHAPPELL & SONS, INC. PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources2016-12-31$33,681
Total plan assets at end of year2016-12-31$444,420
Total plan assets at beginning of year2016-12-31$410,739
Other income received2016-12-31$15,681
Net income (gross income less expenses)2016-12-31$33,681
Net plan assets at end of year (total assets less liabilities)2016-12-31$444,420
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$410,739
Total contributions received or receivable from employer(s)2016-12-31$18,000
2015 : WILLIAM SCHAPPELL & SONS, INC. PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-12-31$23,341
Expenses. Total of all expenses incurred2015-12-31$273,030
Benefits paid (including direct rollovers)2015-12-31$269,800
Total plan assets at end of year2015-12-31$410,739
Total plan assets at beginning of year2015-12-31$660,428
Expenses. Other expenses not covered elsewhere2015-12-31$3,230
Other income received2015-12-31$-3,659
Net income (gross income less expenses)2015-12-31$-249,689
Net plan assets at end of year (total assets less liabilities)2015-12-31$410,739
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$660,428
Total contributions received or receivable from employer(s)2015-12-31$27,000
2014 : WILLIAM SCHAPPELL & SONS, INC. PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-12-31$37,550
Total plan assets at end of year2014-12-31$660,428
Total plan assets at beginning of year2014-12-31$622,878
Other income received2014-12-31$19,550
Net income (gross income less expenses)2014-12-31$37,550
Net plan assets at end of year (total assets less liabilities)2014-12-31$660,428
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$622,878
Total contributions received or receivable from employer(s)2014-12-31$18,000
2013 : WILLIAM SCHAPPELL & SONS, INC. PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-12-31$102,929
Total plan assets at end of year2013-12-31$622,878
Total plan assets at beginning of year2013-12-31$519,949
Other income received2013-12-31$84,929
Net income (gross income less expenses)2013-12-31$102,929
Net plan assets at end of year (total assets less liabilities)2013-12-31$622,878
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$519,949
Total contributions received or receivable from employer(s)2013-12-31$18,000
2012 : WILLIAM SCHAPPELL & SONS, INC. PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$92,820
Total plan assets at end of year2012-12-31$519,949
Total plan assets at beginning of year2012-12-31$427,129
Other income received2012-12-31$70,320
Net income (gross income less expenses)2012-12-31$92,820
Net plan assets at end of year (total assets less liabilities)2012-12-31$519,949
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$427,129
Total contributions received or receivable from employer(s)2012-12-31$22,500
2011 : WILLIAM SCHAPPELL & SONS, INC. PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$-3,221
Total plan assets at end of year2011-12-31$427,129
Total plan assets at beginning of year2011-12-31$430,350
Other income received2011-12-31$-21,221
Net income (gross income less expenses)2011-12-31$-3,221
Net plan assets at end of year (total assets less liabilities)2011-12-31$427,129
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$430,350
Total contributions received or receivable from employer(s)2011-12-31$18,000
2010 : WILLIAM SCHAPPELL & SONS, INC. PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$58,565
Total plan assets at end of year2010-12-31$430,350
Total plan assets at beginning of year2010-12-31$371,785
Other income received2010-12-31$40,565
Net income (gross income less expenses)2010-12-31$58,565
Net plan assets at end of year (total assets less liabilities)2010-12-31$430,350
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$371,785
Total contributions received or receivable from employer(s)2010-12-31$18,000

Form 5500 Responses for WILLIAM SCHAPPELL & SONS, INC. PROFIT SHARING PLAN

2023: WILLIAM SCHAPPELL & SONS, INC. PROFIT SHARING PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Plan funding arrangement – Section 412(e)(3) insurance ContractsYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: WILLIAM SCHAPPELL & SONS, INC. PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – Section 412(e)(3) insurance ContractsYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: WILLIAM SCHAPPELL & SONS, INC. PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – Section 412(e)(3) insurance ContractsYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: WILLIAM SCHAPPELL & SONS, INC. PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – Section 412(e)(3) insurance ContractsYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: WILLIAM SCHAPPELL & SONS, INC. PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – Section 412(e)(3) insurance ContractsYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: WILLIAM SCHAPPELL & SONS, INC. PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – Section 412(e)(3) insurance ContractsYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: WILLIAM SCHAPPELL & SONS, INC. PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – Section 412(e)(3) insurance ContractsYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: WILLIAM SCHAPPELL & SONS, INC. PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – Section 412(e)(3) insurance ContractsYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: WILLIAM SCHAPPELL & SONS, INC. PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – Section 412(e)(3) insurance ContractsYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: WILLIAM SCHAPPELL & SONS, INC. PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – Section 412(e)(3) insurance ContractsYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: WILLIAM SCHAPPELL & SONS, INC. PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – Section 412(e)(3) insurance ContractsYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: WILLIAM SCHAPPELL & SONS, INC. PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – Section 412(e)(3) insurance ContractsYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: WILLIAM SCHAPPELL & SONS, INC. PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – Section 412(e)(3) insurance ContractsYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: WILLIAM SCHAPPELL & SONS, INC. PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – Section 412(e)(3) insurance ContractsYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: WILLIAM SCHAPPELL & SONS, INC. PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – Section 412(e)(3) insurance ContractsYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number35802
Policy instance 1
Insurance contract or identification number35802
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Are there contracts with allocated funds for group deferred annuity?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number35802
Policy instance 1
Insurance contract or identification number35802
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for group deferred annuity?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Additional information about fees paid to insurance brokerSERVICING FEES
Insurance broker organization code?3
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number35802
Policy instance 1
Insurance contract or identification number35802
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for group deferred annuity?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Additional information about fees paid to insurance brokerSERVICING FEES
Insurance broker organization code?3
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number35802
Policy instance 1
Insurance contract or identification number35802
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for group deferred annuity?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Additional information about fees paid to insurance brokerSERVICING FEES
Insurance broker organization code?3
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number35802
Policy instance 1
Insurance contract or identification number35802
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for group deferred annuity?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Additional information about fees paid to insurance brokerSERVICING FEES
Insurance broker organization code?3
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number35802
Policy instance 1
Insurance contract or identification number35802
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for group deferred annuity?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Additional information about fees paid to insurance brokerSERVICING FEES
Insurance broker organization code?3
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number35802
Policy instance 1
Insurance contract or identification number35802
Insurance policy start date2016-01-01
Insurance policy end date2016-12-31
Are there contracts with allocated funds for group deferred annuity?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Additional information about fees paid to insurance brokerSERVICING FEES
Insurance broker organization code?3
Insurance broker nameDAVID L THOMAS JR

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