401k Plan data: WILLIAM T. SPAEDER COMPANY PROFIT SHARING PLAN plan

WILLIAM T. SPAEDER COMPANY PROFIT SHARING PLAN 401k Plan overview

Plan Name	WILLIAM T. SPAEDER COMPANY PROFIT SHARING PLAN
Plan identification number	002

WILLIAM T. SPAEDER COMPANY PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Plan covering Self-Employed individuals.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

WILLIAM T. SPAEDER COMPANY has sponsored the creation of one or more 401k plans.

Company Name: WILLIAM T. SPAEDER COMPANY

Employer identification number (EIN): 251306733

NAIC Classification: 238220
NAIC Description: Plumbing, Heating, and Air-Conditioning Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WILLIAM T. SPAEDER COMPANY PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01 RODNEY COBURN 2024-10-02
002 2022-01-01 RODNEY COBURN 2023-08-09
002 2021-01-01 MICHAEL AIELLO 2022-10-07
002 2020-01-01 MICHAEL AIELLO 2021-08-23
002 2019-01-01 MICHAEL AIELLO 2020-10-07
002 2018-01-01 MICHAEL AIELLO 2019-10-01
002 2017-01-01 MICHAEL AIELLO 2018-10-11
002 2016-11-01 MICHAEL AIELLO 2017-09-26
002 2015-11-01 MICHAEL AIELLO 2017-09-26
002 2015-11-01 MICHAEL AIELLO 2017-08-08
002 2014-11-01 MARY K. REBER
002 2013-11-01 MARY K. REBER
002 2012-11-01 MARY K. REBER
002 2011-11-01 MARY K. REBER
002 2009-11-01 MARY K. REBER

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2023-01-01	RODNEY COBURN	2024-10-02
002	2022-01-01	RODNEY COBURN	2023-08-09
002	2021-01-01	MICHAEL AIELLO	2022-10-07
002	2020-01-01	MICHAEL AIELLO	2021-08-23
002	2019-01-01	MICHAEL AIELLO	2020-10-07
002	2018-01-01	MICHAEL AIELLO	2019-10-01
002	2017-01-01	MICHAEL AIELLO	2018-10-11
002	2016-11-01	MICHAEL AIELLO	2017-09-26
002	2015-11-01	MICHAEL AIELLO	2017-09-26
002	2015-11-01	MICHAEL AIELLO	2017-08-08
002	2014-11-01	MARY K. REBER
002	2013-11-01	MARY K. REBER
002	2012-11-01	MARY K. REBER
002	2011-11-01	MARY K. REBER
002	2009-11-01	MARY K. REBER

Plan Statistics for WILLIAM T. SPAEDER COMPANY PROFIT SHARING PLAN

401k plan membership statisitcs for WILLIAM T. SPAEDER COMPANY PROFIT SHARING PLAN

Measure Date Value
2014: WILLIAM T. SPAEDER COMPANY PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-11-01 52
Total number of active participants reported on line 7a of the Form 5500 2014-11-01 34
Number of retired or separated participants receiving benefits 2014-11-01 6
Number of other retired or separated participants entitled to future benefits 2014-11-01 11
Total of all active and inactive participants 2014-11-01 51
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-11-01 0
Total participants 2014-11-01 51
Number of participants with account balances 2014-11-01 50
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-11-01 2
2013: WILLIAM T. SPAEDER COMPANY PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-11-01 48
Total number of active participants reported on line 7a of the Form 5500 2013-11-01 38
Number of retired or separated participants receiving benefits 2013-11-01 3
Number of other retired or separated participants entitled to future benefits 2013-11-01 12
Total of all active and inactive participants 2013-11-01 53
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-11-01 0
Total participants 2013-11-01 53
Number of participants with account balances 2013-11-01 52
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-11-01 4
2012: WILLIAM T. SPAEDER COMPANY PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-11-01 43
Total number of active participants reported on line 7a of the Form 5500 2012-11-01 35
Number of retired or separated participants receiving benefits 2012-11-01 4
Number of other retired or separated participants entitled to future benefits 2012-11-01 7
Total of all active and inactive participants 2012-11-01 46
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-11-01 0
Total participants 2012-11-01 46
Number of participants with account balances 2012-11-01 45
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-11-01 2
2011: WILLIAM T. SPAEDER COMPANY PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-11-01 42
Total number of active participants reported on line 7a of the Form 5500 2011-11-01 33
Number of retired or separated participants receiving benefits 2011-11-01 5
Number of other retired or separated participants entitled to future benefits 2011-11-01 6
Total of all active and inactive participants 2011-11-01 44
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-11-01 0
Total participants 2011-11-01 44
Number of participants with account balances 2011-11-01 43
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-11-01 0
2009: WILLIAM T. SPAEDER COMPANY PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-11-01 39
Total number of active participants reported on line 7a of the Form 5500 2009-11-01 26
Number of retired or separated participants receiving benefits 2009-11-01 5
Number of other retired or separated participants entitled to future benefits 2009-11-01 9
Total of all active and inactive participants 2009-11-01 40
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-11-01 0
Total participants 2009-11-01 40
Number of participants with account balances 2009-11-01 39
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-11-01 1

Measure	Date	Value
2014: WILLIAM T. SPAEDER COMPANY PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-11-01	52
Total number of active participants reported on line 7a of the Form 5500	2014-11-01	34
Number of retired or separated participants receiving benefits	2014-11-01	6
Number of other retired or separated participants entitled to future benefits	2014-11-01	11
Total of all active and inactive participants	2014-11-01	51
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-11-01	0
Total participants	2014-11-01	51
Number of participants with account balances	2014-11-01	50
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-11-01	2
2013: WILLIAM T. SPAEDER COMPANY PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-11-01	48
Total number of active participants reported on line 7a of the Form 5500	2013-11-01	38
Number of retired or separated participants receiving benefits	2013-11-01	3
Number of other retired or separated participants entitled to future benefits	2013-11-01	12
Total of all active and inactive participants	2013-11-01	53
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-11-01	0
Total participants	2013-11-01	53
Number of participants with account balances	2013-11-01	52
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-11-01	4
2012: WILLIAM T. SPAEDER COMPANY PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-11-01	43
Total number of active participants reported on line 7a of the Form 5500	2012-11-01	35
Number of retired or separated participants receiving benefits	2012-11-01	4
Number of other retired or separated participants entitled to future benefits	2012-11-01	7
Total of all active and inactive participants	2012-11-01	46
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-11-01	0
Total participants	2012-11-01	46
Number of participants with account balances	2012-11-01	45
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-11-01	2
2011: WILLIAM T. SPAEDER COMPANY PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-11-01	42
Total number of active participants reported on line 7a of the Form 5500	2011-11-01	33
Number of retired or separated participants receiving benefits	2011-11-01	5
Number of other retired or separated participants entitled to future benefits	2011-11-01	6
Total of all active and inactive participants	2011-11-01	44
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-11-01	0
Total participants	2011-11-01	44
Number of participants with account balances	2011-11-01	43
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-11-01	0
2009: WILLIAM T. SPAEDER COMPANY PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-11-01	39
Total number of active participants reported on line 7a of the Form 5500	2009-11-01	26
Number of retired or separated participants receiving benefits	2009-11-01	5
Number of other retired or separated participants entitled to future benefits	2009-11-01	9
Total of all active and inactive participants	2009-11-01	40
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-11-01	0
Total participants	2009-11-01	40
Number of participants with account balances	2009-11-01	39
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-11-01	1

Financial Data on WILLIAM T. SPAEDER COMPANY PROFIT SHARING PLAN

Measure	Date	Value
2015 : WILLIAM T. SPAEDER COMPANY PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-10-31	$740,560
Expenses. Total of all expenses incurred	2015-10-31	$1,312,909
Benefits paid (including direct rollovers)	2015-10-31	$1,296,465
Total plan assets at end of year	2015-10-31	$9,269,669
Total plan assets at beginning of year	2015-10-31	$9,842,018
Value of fidelity bond covering the plan	2015-10-31	$500,000
Total contributions received or receivable from participants	2015-10-31	$244,791
Expenses. Other expenses not covered elsewhere	2015-10-31	$16,444
Contributions received from other sources (not participants or employers)	2015-10-31	$174,392
Other income received	2015-10-31	$321,377
Net income (gross income less expenses)	2015-10-31	$-572,349
Net plan assets at end of year (total assets less liabilities)	2015-10-31	$9,269,669
Net plan assets at beginning of year (total assets less liabilities)	2015-10-31	$9,842,018
Assets. Value of participant loans	2015-10-31	$42,896
2014 : WILLIAM T. SPAEDER COMPANY PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-10-31	$1,815,365
Expenses. Total of all expenses incurred	2014-10-31	$126,913
Benefits paid (including direct rollovers)	2014-10-31	$120,989
Total plan assets at end of year	2014-10-31	$9,842,018
Total plan assets at beginning of year	2014-10-31	$8,153,566
Value of fidelity bond covering the plan	2014-10-31	$500,000
Total contributions received or receivable from participants	2014-10-31	$223,840
Expenses. Other expenses not covered elsewhere	2014-10-31	$5,924
Contributions received from other sources (not participants or employers)	2014-10-31	$100,897
Other income received	2014-10-31	$1,353,585
Net income (gross income less expenses)	2014-10-31	$1,688,452
Net plan assets at end of year (total assets less liabilities)	2014-10-31	$9,842,018
Net plan assets at beginning of year (total assets less liabilities)	2014-10-31	$8,153,566
Assets. Value of participant loans	2014-10-31	$63,047
Total contributions received or receivable from employer(s)	2014-10-31	$137,043
2013 : WILLIAM T. SPAEDER COMPANY PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-10-31	$2,099,274
Expenses. Total of all expenses incurred	2013-10-31	$371,156
Benefits paid (including direct rollovers)	2013-10-31	$365,521
Total plan assets at end of year	2013-10-31	$8,153,566
Total plan assets at beginning of year	2013-10-31	$6,425,448
Value of fidelity bond covering the plan	2013-10-31	$500,000
Total contributions received or receivable from participants	2013-10-31	$206,296
Expenses. Other expenses not covered elsewhere	2013-10-31	$5,635
Contributions received from other sources (not participants or employers)	2013-10-31	$10,339
Other income received	2013-10-31	$1,719,176
Net income (gross income less expenses)	2013-10-31	$1,728,118
Net plan assets at end of year (total assets less liabilities)	2013-10-31	$8,153,566
Net plan assets at beginning of year (total assets less liabilities)	2013-10-31	$6,425,448
Assets. Value of participant loans	2013-10-31	$10,919
Total contributions received or receivable from employer(s)	2013-10-31	$163,463
2012 : WILLIAM T. SPAEDER COMPANY PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-10-31	$952,675
Expenses. Total of all expenses incurred	2012-10-31	$476,754
Benefits paid (including direct rollovers)	2012-10-31	$476,754
Total plan assets at end of year	2012-10-31	$6,425,448
Total plan assets at beginning of year	2012-10-31	$5,949,527
Value of fidelity bond covering the plan	2012-10-31	$500,000
Total contributions received or receivable from participants	2012-10-31	$199,373
Other income received	2012-10-31	$637,403
Net income (gross income less expenses)	2012-10-31	$475,921
Net plan assets at end of year (total assets less liabilities)	2012-10-31	$6,425,448
Net plan assets at beginning of year (total assets less liabilities)	2012-10-31	$5,949,527
Assets. Value of participant loans	2012-10-31	$3,414
Total contributions received or receivable from employer(s)	2012-10-31	$115,899
2011 : WILLIAM T. SPAEDER COMPANY PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-10-31	$559,591
Expenses. Total of all expenses incurred	2011-10-31	$196,149
Benefits paid (including direct rollovers)	2011-10-31	$195,999
Total plan assets at end of year	2011-10-31	$5,949,527
Total plan assets at beginning of year	2011-10-31	$5,586,085
Value of fidelity bond covering the plan	2011-10-31	$500,000
Total contributions received or receivable from participants	2011-10-31	$191,531
Expenses. Other expenses not covered elsewhere	2011-10-31	$150
Other income received	2011-10-31	$273,493
Net income (gross income less expenses)	2011-10-31	$363,442
Net plan assets at end of year (total assets less liabilities)	2011-10-31	$5,949,527
Net plan assets at beginning of year (total assets less liabilities)	2011-10-31	$5,586,085
Assets. Value of participant loans	2011-10-31	$187
Total contributions received or receivable from employer(s)	2011-10-31	$94,567

Form 5500 Responses for WILLIAM T. SPAEDER COMPANY PROFIT SHARING PLAN

2014: WILLIAM T. SPAEDER COMPANY PROFIT SHARING PLAN 2014 form 5500 responses
2014-11-01	Type of plan entity	Single employer plan
2014-11-01	Submission has been amended	No
2014-11-01	This submission is the final filing	No
2014-11-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-11-01	Plan is a collectively bargained plan	No
2014-11-01	Plan funding arrangement – Insurance	Yes
2014-11-01	Plan funding arrangement – Trust	Yes
2014-11-01	Plan benefit arrangement – Insurance	Yes
2014-11-01	Plan benefit arrangement - Trust	Yes
2013: WILLIAM T. SPAEDER COMPANY PROFIT SHARING PLAN 2013 form 5500 responses
2013-11-01	Type of plan entity	Single employer plan
2013-11-01	Submission has been amended	No
2013-11-01	This submission is the final filing	No
2013-11-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-11-01	Plan is a collectively bargained plan	No
2013-11-01	Plan funding arrangement – Insurance	Yes
2013-11-01	Plan funding arrangement – Trust	Yes
2013-11-01	Plan benefit arrangement – Insurance	Yes
2013-11-01	Plan benefit arrangement - Trust	Yes
2012: WILLIAM T. SPAEDER COMPANY PROFIT SHARING PLAN 2012 form 5500 responses
2012-11-01	Type of plan entity	Single employer plan
2012-11-01	Submission has been amended	No
2012-11-01	This submission is the final filing	No
2012-11-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-11-01	Plan is a collectively bargained plan	No
2012-11-01	Plan funding arrangement – Insurance	Yes
2012-11-01	Plan funding arrangement – Trust	Yes
2012-11-01	Plan benefit arrangement – Insurance	Yes
2012-11-01	Plan benefit arrangement - Trust	Yes
2011: WILLIAM T. SPAEDER COMPANY PROFIT SHARING PLAN 2011 form 5500 responses
2011-11-01	Type of plan entity	Single employer plan
2011-11-01	Submission has been amended	No
2011-11-01	This submission is the final filing	No
2011-11-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-11-01	Plan is a collectively bargained plan	No
2011-11-01	Plan funding arrangement – Insurance	Yes
2011-11-01	Plan funding arrangement – Trust	Yes
2011-11-01	Plan benefit arrangement – Insurance	Yes
2011-11-01	Plan benefit arrangement - Trust	Yes
2009: WILLIAM T. SPAEDER COMPANY PROFIT SHARING PLAN 2009 form 5500 responses
2009-11-01	Type of plan entity	Single employer plan
2009-11-01	Submission has been amended	No
2009-11-01	This submission is the final filing	No
2009-11-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-11-01	Plan is a collectively bargained plan	No
2009-11-01	Plan funding arrangement – Insurance	Yes
2009-11-01	Plan funding arrangement – Trust	Yes
2009-11-01	Plan benefit arrangement – Insurance	Yes
2009-11-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

THE NEW ENGLAND LIFE (National Association of Insurance Commissioners NAIC id number: 00000 )

Policy contract number

P-024884

Policy instance

Insurance contract or identification number	P-024884
Number of Individuals Covered	7
Insurance policy start date	2014-11-01
Insurance policy end date	2015-10-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
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	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

THE NEW ENGLAND LIFE (National Association of Insurance Commissioners NAIC id number: 00000 )

Policy contract number

P-024884

Policy instance

Insurance contract or identification number	P-024884
Number of Individuals Covered	7
Insurance policy start date	2013-11-01
Insurance policy end date	2014-10-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
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	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

THE NEW ENGLAND LIFE (National Association of Insurance Commissioners NAIC id number: 00000 )

Policy contract number

P-024884

Policy instance

Insurance contract or identification number	P-024884
Number of Individuals Covered	7
Insurance policy start date	2012-11-01
Insurance policy end date	2013-10-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
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	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

THE NEW ENGLAND LIFE (National Association of Insurance Commissioners NAIC id number: 00000 )

Policy contract number

P-024884

Policy instance

Insurance contract or identification number	P-024884
Number of Individuals Covered	8
Insurance policy start date	2011-11-01
Insurance policy end date	2012-10-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
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	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

THE NEW ENGLAND LIFE (National Association of Insurance Commissioners NAIC id number: 00000 )

Policy contract number

P-024884

Policy instance

Insurance contract or identification number	P-024884
Number of Individuals Covered	8
Insurance policy start date	2010-11-01
Insurance policy end date	2011-10-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
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	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

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Company Name:	WILLIAM T. SPAEDER COMPANY
Employer identification number (EIN):	251306733
NAIC Classification:	238220
NAIC Description:	Plumbing, Heating, and Air-Conditioning Contractors