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JOHN TRAINOR & ASSOCIATES , INC. EMPLOYEES PROFIT SHARING PLAN 401k Plan overview

Plan NameJOHN TRAINOR & ASSOCIATES , INC. EMPLOYEES PROFIT SHARING PLAN
Plan identification number 002

JOHN TRAINOR & ASSOCIATES , INC. EMPLOYEES PROFIT SHARING PLAN Benefits

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

401k Sponsoring company profile

JOHN TRAINOR & ASSOCIATES INC. has sponsored the creation of one or more 401k plans.

Company Name:JOHN TRAINOR & ASSOCIATES INC.
Employer identification number (EIN):362800594
NAIC Classification:453210
NAIC Description:Office Supplies and Stationery Stores

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOHN TRAINOR & ASSOCIATES , INC. EMPLOYEES PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-09-01
0022021-09-01
0022020-09-01
0022019-09-01
0022018-09-01
0022017-09-01LARRY TRAINOR LARRY TRAINOR2018-12-07
0022016-09-01LARRY TRAINOR LARRY TRAINOR2017-11-06
0022015-09-01LARRY TRAINOR LARRY TRAINOR2016-11-10
0022014-09-01LARRY TRAINOR LARRY TRAINOR2015-11-12
0022013-09-01LARRY TRAINOR LARRY TRAINOR2015-02-13
0022012-09-01LARRY TRAINOR LARRY TRAINOR2013-11-07
0022011-09-01LARRY TRAINOR LARRY TRAINOR2012-12-11
0022009-09-01LARRY TRAINOR LARRY TRAINOR2010-12-06

Plan Statistics for JOHN TRAINOR & ASSOCIATES , INC. EMPLOYEES PROFIT SHARING PLAN

401k plan membership statisitcs for JOHN TRAINOR & ASSOCIATES , INC. EMPLOYEES PROFIT SHARING PLAN

Measure Date Value
2022: JOHN TRAINOR & ASSOCIATES , INC. EMPLOYEES PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-09-015
Total number of active participants reported on line 7a of the Form 55002022-09-015
Number of retired or separated participants receiving benefits2022-09-010
Number of other retired or separated participants entitled to future benefits2022-09-010
Total of all active and inactive participants2022-09-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-09-010
Total participants2022-09-015
Number of participants with account balances2022-09-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-09-010
2021: JOHN TRAINOR & ASSOCIATES , INC. EMPLOYEES PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-09-016
Total number of active participants reported on line 7a of the Form 55002021-09-015
Number of retired or separated participants receiving benefits2021-09-010
Number of other retired or separated participants entitled to future benefits2021-09-010
Total of all active and inactive participants2021-09-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-09-010
Total participants2021-09-015
Number of participants with account balances2021-09-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-09-010
2020: JOHN TRAINOR & ASSOCIATES , INC. EMPLOYEES PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-09-016
Total number of active participants reported on line 7a of the Form 55002020-09-016
Number of retired or separated participants receiving benefits2020-09-010
Number of other retired or separated participants entitled to future benefits2020-09-010
Total of all active and inactive participants2020-09-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-09-010
Total participants2020-09-016
Number of participants with account balances2020-09-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-09-010
2019: JOHN TRAINOR & ASSOCIATES , INC. EMPLOYEES PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-09-016
Total number of active participants reported on line 7a of the Form 55002019-09-010
Number of retired or separated participants receiving benefits2019-09-010
Number of other retired or separated participants entitled to future benefits2019-09-010
Total of all active and inactive participants2019-09-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-09-010
Total participants2019-09-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-09-010
2018: JOHN TRAINOR & ASSOCIATES , INC. EMPLOYEES PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-09-015
Total number of active participants reported on line 7a of the Form 55002018-09-016
Number of retired or separated participants receiving benefits2018-09-010
Number of other retired or separated participants entitled to future benefits2018-09-010
Total of all active and inactive participants2018-09-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-09-010
Total participants2018-09-016
Number of participants with account balances2018-09-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-09-010
2017: JOHN TRAINOR & ASSOCIATES , INC. EMPLOYEES PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-09-015
Total number of active participants reported on line 7a of the Form 55002017-09-015
Number of retired or separated participants receiving benefits2017-09-010
Number of other retired or separated participants entitled to future benefits2017-09-010
Total of all active and inactive participants2017-09-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-09-010
Total participants2017-09-015
Number of participants with account balances2017-09-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-09-010
2016: JOHN TRAINOR & ASSOCIATES , INC. EMPLOYEES PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-09-016
Total number of active participants reported on line 7a of the Form 55002016-09-015
Number of retired or separated participants receiving benefits2016-09-010
Number of other retired or separated participants entitled to future benefits2016-09-010
Total of all active and inactive participants2016-09-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-09-010
Total participants2016-09-015
Number of participants with account balances2016-09-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-09-010
2015: JOHN TRAINOR & ASSOCIATES , INC. EMPLOYEES PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-09-016
Total number of active participants reported on line 7a of the Form 55002015-09-010
Number of retired or separated participants receiving benefits2015-09-010
Number of other retired or separated participants entitled to future benefits2015-09-010
Total of all active and inactive participants2015-09-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-09-010
Total participants2015-09-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-09-010
2014: JOHN TRAINOR & ASSOCIATES , INC. EMPLOYEES PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-09-016
Total number of active participants reported on line 7a of the Form 55002014-09-016
Number of retired or separated participants receiving benefits2014-09-010
Number of other retired or separated participants entitled to future benefits2014-09-010
Total of all active and inactive participants2014-09-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-09-010
Total participants2014-09-016
Number of participants with account balances2014-09-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-09-010
2013: JOHN TRAINOR & ASSOCIATES , INC. EMPLOYEES PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-09-014
Total number of active participants reported on line 7a of the Form 55002013-09-016
Number of retired or separated participants receiving benefits2013-09-010
Number of other retired or separated participants entitled to future benefits2013-09-010
Total of all active and inactive participants2013-09-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-09-010
Total participants2013-09-016
Number of participants with account balances2013-09-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-09-010
2012: JOHN TRAINOR & ASSOCIATES , INC. EMPLOYEES PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-09-014
Total number of active participants reported on line 7a of the Form 55002012-09-014
Number of retired or separated participants receiving benefits2012-09-010
Number of other retired or separated participants entitled to future benefits2012-09-010
Total of all active and inactive participants2012-09-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-09-010
Total participants2012-09-014
Number of participants with account balances2012-09-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-09-010
2011: JOHN TRAINOR & ASSOCIATES , INC. EMPLOYEES PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-09-014
Total number of active participants reported on line 7a of the Form 55002011-09-014
Number of retired or separated participants receiving benefits2011-09-010
Number of other retired or separated participants entitled to future benefits2011-09-010
Total of all active and inactive participants2011-09-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-09-010
Total participants2011-09-014
Number of participants with account balances2011-09-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-09-010
2009: JOHN TRAINOR & ASSOCIATES , INC. EMPLOYEES PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-09-014
Total number of active participants reported on line 7a of the Form 55002009-09-014
Number of retired or separated participants receiving benefits2009-09-010
Number of other retired or separated participants entitled to future benefits2009-09-010
Total of all active and inactive participants2009-09-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-09-010
Total participants2009-09-014
Number of participants with account balances2009-09-014

Financial Data on JOHN TRAINOR & ASSOCIATES , INC. EMPLOYEES PROFIT SHARING PLAN

Measure Date Value
2023 : JOHN TRAINOR & ASSOCIATES , INC. EMPLOYEES PROFIT SHARING PLAN 2023 401k financial data
Total income from all sources2023-08-31$625
Expenses. Total of all expenses incurred2023-08-31$6,580
Benefits paid (including direct rollovers)2023-08-31$6,580
Total plan assets at end of year2023-08-31$265,769
Total plan assets at beginning of year2023-08-31$271,724
Other income received2023-08-31$625
Net income (gross income less expenses)2023-08-31$-5,955
Net plan assets at end of year (total assets less liabilities)2023-08-31$265,769
Net plan assets at beginning of year (total assets less liabilities)2023-08-31$271,724
2022 : JOHN TRAINOR & ASSOCIATES , INC. EMPLOYEES PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources2022-08-31$-7,593
Expenses. Total of all expenses incurred2022-08-31$2,700
Benefits paid (including direct rollovers)2022-08-31$2,700
Total plan assets at end of year2022-08-31$271,724
Total plan assets at beginning of year2022-08-31$282,017
Other income received2022-08-31$-7,593
Net income (gross income less expenses)2022-08-31$-10,293
Net plan assets at end of year (total assets less liabilities)2022-08-31$271,724
Net plan assets at beginning of year (total assets less liabilities)2022-08-31$282,017
2021 : JOHN TRAINOR & ASSOCIATES , INC. EMPLOYEES PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources2021-08-31$25,716
Total plan assets at end of year2021-08-31$282,017
Total plan assets at beginning of year2021-08-31$256,301
Other income received2021-08-31$17,716
Net income (gross income less expenses)2021-08-31$25,716
Net plan assets at end of year (total assets less liabilities)2021-08-31$282,017
Net plan assets at beginning of year (total assets less liabilities)2021-08-31$256,301
Total contributions received or receivable from employer(s)2021-08-31$8,000
2020 : JOHN TRAINOR & ASSOCIATES , INC. EMPLOYEES PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources2020-08-31$31,290
Expenses. Total of all expenses incurred2020-08-31$20,000
Benefits paid (including direct rollovers)2020-08-31$20,000
Total plan assets at end of year2020-08-31$256,301
Total plan assets at beginning of year2020-08-31$245,011
Other income received2020-08-31$23,290
Net income (gross income less expenses)2020-08-31$11,290
Net plan assets at end of year (total assets less liabilities)2020-08-31$256,301
Net plan assets at beginning of year (total assets less liabilities)2020-08-31$245,011
Total contributions received or receivable from employer(s)2020-08-31$8,000
2019 : JOHN TRAINOR & ASSOCIATES , INC. EMPLOYEES PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources2019-08-31$24,944
Total plan assets at end of year2019-08-31$245,011
Total plan assets at beginning of year2019-08-31$220,067
Other income received2019-08-31$9,944
Net income (gross income less expenses)2019-08-31$24,944
Net plan assets at end of year (total assets less liabilities)2019-08-31$245,011
Net plan assets at beginning of year (total assets less liabilities)2019-08-31$220,067
Total contributions received or receivable from employer(s)2019-08-31$15,000
2018 : JOHN TRAINOR & ASSOCIATES , INC. EMPLOYEES PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources2018-08-31$24,640
Expenses. Total of all expenses incurred2018-08-31$25,000
Benefits paid (including direct rollovers)2018-08-31$25,000
Total plan assets at end of year2018-08-31$220,067
Total plan assets at beginning of year2018-08-31$220,427
Other income received2018-08-31$9,640
Net income (gross income less expenses)2018-08-31$-360
Net plan assets at end of year (total assets less liabilities)2018-08-31$220,067
Net plan assets at beginning of year (total assets less liabilities)2018-08-31$220,427
Total contributions received or receivable from employer(s)2018-08-31$15,000
2017 : JOHN TRAINOR & ASSOCIATES , INC. EMPLOYEES PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources2017-08-31$19,241
Expenses. Total of all expenses incurred2017-08-31$704
Benefits paid (including direct rollovers)2017-08-31$704
Total plan assets at end of year2017-08-31$220,427
Total plan assets at beginning of year2017-08-31$201,890
Other income received2017-08-31$9,241
Net income (gross income less expenses)2017-08-31$18,537
Net plan assets at end of year (total assets less liabilities)2017-08-31$220,427
Net plan assets at beginning of year (total assets less liabilities)2017-08-31$201,890
Total contributions received or receivable from employer(s)2017-08-31$10,000
2016 : JOHN TRAINOR & ASSOCIATES , INC. EMPLOYEES PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources2016-08-31$24,038
Total plan assets at end of year2016-08-31$201,890
Total plan assets at beginning of year2016-08-31$177,852
Other income received2016-08-31$9,038
Net income (gross income less expenses)2016-08-31$24,038
Net plan assets at end of year (total assets less liabilities)2016-08-31$201,890
Net plan assets at beginning of year (total assets less liabilities)2016-08-31$177,852
Total contributions received or receivable from employer(s)2016-08-31$15,000
2015 : JOHN TRAINOR & ASSOCIATES , INC. EMPLOYEES PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-08-31$11,373
Total plan assets at end of year2015-08-31$177,852
Total plan assets at beginning of year2015-08-31$166,479
Other income received2015-08-31$1,373
Net income (gross income less expenses)2015-08-31$11,373
Net plan assets at end of year (total assets less liabilities)2015-08-31$177,852
Net plan assets at beginning of year (total assets less liabilities)2015-08-31$166,479
Total contributions received or receivable from employer(s)2015-08-31$10,000
2014 : JOHN TRAINOR & ASSOCIATES , INC. EMPLOYEES PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-08-31$13,653
Expenses. Total of all expenses incurred2014-08-31$1,674
Benefits paid (including direct rollovers)2014-08-31$1,674
Total plan assets at end of year2014-08-31$166,479
Total plan assets at beginning of year2014-08-31$154,500
Other income received2014-08-31$6,653
Net income (gross income less expenses)2014-08-31$11,979
Net plan assets at end of year (total assets less liabilities)2014-08-31$166,479
Net plan assets at beginning of year (total assets less liabilities)2014-08-31$154,500
Total contributions received or receivable from employer(s)2014-08-31$7,000
2013 : JOHN TRAINOR & ASSOCIATES , INC. EMPLOYEES PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-08-31$3,645
Total plan assets at end of year2013-08-31$154,500
Total plan assets at beginning of year2013-08-31$150,855
Other income received2013-08-31$3,645
Net income (gross income less expenses)2013-08-31$3,645
Net plan assets at end of year (total assets less liabilities)2013-08-31$154,500
Net plan assets at beginning of year (total assets less liabilities)2013-08-31$150,855
2012 : JOHN TRAINOR & ASSOCIATES , INC. EMPLOYEES PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-08-31$-4,851
Total plan assets at end of year2012-08-31$150,855
Total plan assets at beginning of year2012-08-31$155,706
Other income received2012-08-31$-4,851
Net income (gross income less expenses)2012-08-31$-4,851
Net plan assets at end of year (total assets less liabilities)2012-08-31$150,855
Net plan assets at beginning of year (total assets less liabilities)2012-08-31$155,706
2011 : JOHN TRAINOR & ASSOCIATES , INC. EMPLOYEES PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-08-31$5,925
Total plan assets at end of year2011-08-31$155,706
Total plan assets at beginning of year2011-08-31$149,781
Value of fidelity bond covering the plan2011-08-31$20,000
Other income received2011-08-31$5,925
Net income (gross income less expenses)2011-08-31$5,925
Net plan assets at end of year (total assets less liabilities)2011-08-31$155,706
Net plan assets at beginning of year (total assets less liabilities)2011-08-31$149,781

Form 5500 Responses for JOHN TRAINOR & ASSOCIATES , INC. EMPLOYEES PROFIT SHARING PLAN

2022: JOHN TRAINOR & ASSOCIATES , INC. EMPLOYEES PROFIT SHARING PLAN 2022 form 5500 responses
2022-09-01Type of plan entitySingle employer plan
2022-09-01Plan funding arrangement – InsuranceYes
2022-09-01Plan funding arrangement – TrustYes
2022-09-01Plan benefit arrangement – InsuranceYes
2022-09-01Plan benefit arrangement - TrustYes
2021: JOHN TRAINOR & ASSOCIATES , INC. EMPLOYEES PROFIT SHARING PLAN 2021 form 5500 responses
2021-09-01Type of plan entitySingle employer plan
2021-09-01Plan funding arrangement – InsuranceYes
2021-09-01Plan funding arrangement – TrustYes
2021-09-01Plan benefit arrangement – InsuranceYes
2021-09-01Plan benefit arrangement - TrustYes
2020: JOHN TRAINOR & ASSOCIATES , INC. EMPLOYEES PROFIT SHARING PLAN 2020 form 5500 responses
2020-09-01Type of plan entitySingle employer plan
2020-09-01Plan funding arrangement – InsuranceYes
2020-09-01Plan funding arrangement – TrustYes
2020-09-01Plan benefit arrangement – InsuranceYes
2020-09-01Plan benefit arrangement - TrustYes
2019: JOHN TRAINOR & ASSOCIATES , INC. EMPLOYEES PROFIT SHARING PLAN 2019 form 5500 responses
2019-09-01Type of plan entitySingle employer plan
2019-09-01Plan funding arrangement – InsuranceYes
2019-09-01Plan funding arrangement – TrustYes
2019-09-01Plan benefit arrangement – InsuranceYes
2019-09-01Plan benefit arrangement - TrustYes
2018: JOHN TRAINOR & ASSOCIATES , INC. EMPLOYEES PROFIT SHARING PLAN 2018 form 5500 responses
2018-09-01Type of plan entitySingle employer plan
2018-09-01Plan funding arrangement – InsuranceYes
2018-09-01Plan funding arrangement – TrustYes
2018-09-01Plan benefit arrangement – InsuranceYes
2018-09-01Plan benefit arrangement - TrustYes
2017: JOHN TRAINOR & ASSOCIATES , INC. EMPLOYEES PROFIT SHARING PLAN 2017 form 5500 responses
2017-09-01Type of plan entitySingle employer plan
2017-09-01Plan funding arrangement – InsuranceYes
2017-09-01Plan funding arrangement – TrustYes
2017-09-01Plan benefit arrangement – InsuranceYes
2017-09-01Plan benefit arrangement - TrustYes
2016: JOHN TRAINOR & ASSOCIATES , INC. EMPLOYEES PROFIT SHARING PLAN 2016 form 5500 responses
2016-09-01Type of plan entitySingle employer plan
2016-09-01Plan funding arrangement – InsuranceYes
2016-09-01Plan funding arrangement – TrustYes
2016-09-01Plan benefit arrangement – InsuranceYes
2016-09-01Plan benefit arrangement - TrustYes
2015: JOHN TRAINOR & ASSOCIATES , INC. EMPLOYEES PROFIT SHARING PLAN 2015 form 5500 responses
2015-09-01Type of plan entitySingle employer plan
2015-09-01Plan funding arrangement – InsuranceYes
2015-09-01Plan funding arrangement – TrustYes
2015-09-01Plan benefit arrangement – InsuranceYes
2015-09-01Plan benefit arrangement - TrustYes
2014: JOHN TRAINOR & ASSOCIATES , INC. EMPLOYEES PROFIT SHARING PLAN 2014 form 5500 responses
2014-09-01Type of plan entitySingle employer plan
2014-09-01Plan funding arrangement – InsuranceYes
2014-09-01Plan funding arrangement – TrustYes
2014-09-01Plan benefit arrangement – InsuranceYes
2014-09-01Plan benefit arrangement - TrustYes
2013: JOHN TRAINOR & ASSOCIATES , INC. EMPLOYEES PROFIT SHARING PLAN 2013 form 5500 responses
2013-09-01Type of plan entitySingle employer plan
2013-09-01Plan funding arrangement – InsuranceYes
2013-09-01Plan funding arrangement – TrustYes
2013-09-01Plan benefit arrangement – InsuranceYes
2013-09-01Plan benefit arrangement - TrustYes
2012: JOHN TRAINOR & ASSOCIATES , INC. EMPLOYEES PROFIT SHARING PLAN 2012 form 5500 responses
2012-09-01Type of plan entitySingle employer plan
2012-09-01Plan funding arrangement – InsuranceYes
2012-09-01Plan funding arrangement – TrustYes
2012-09-01Plan benefit arrangement – InsuranceYes
2012-09-01Plan benefit arrangement - TrustYes
2011: JOHN TRAINOR & ASSOCIATES , INC. EMPLOYEES PROFIT SHARING PLAN 2011 form 5500 responses
2011-09-01Type of plan entitySingle employer plan
2011-09-01Plan funding arrangement – InsuranceYes
2011-09-01Plan funding arrangement – TrustYes
2011-09-01Plan benefit arrangement – InsuranceYes
2011-09-01Plan benefit arrangement - TrustYes
2009: JOHN TRAINOR & ASSOCIATES , INC. EMPLOYEES PROFIT SHARING PLAN 2009 form 5500 responses
2009-09-01Type of plan entitySingle employer plan
2009-09-01Plan funding arrangement – InsuranceYes
2009-09-01Plan funding arrangement – TrustYes
2009-09-01Plan benefit arrangement – InsuranceYes
2009-09-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 )
Policy contract number72525-101
Policy instance 1
Insurance contract or identification number72525-101
Number of Individuals Covered6
Insurance policy start date2022-09-01
Insurance policy end date2023-08-31
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
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 )
Policy contract number72525-101
Policy instance 1
Insurance contract or identification number72525-101
Number of Individuals Covered6
Insurance policy start date2021-09-01
Insurance policy end date2022-08-31
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
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 )
Policy contract number72525-101
Policy instance 1
Insurance contract or identification number72525-101
Number of Individuals Covered6
Insurance policy start date2020-09-01
Insurance policy end date2021-08-31
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
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 )
Policy contract number72525-101
Policy instance 1
Insurance contract or identification number72525-101
Number of Individuals Covered6
Insurance policy start date2019-09-01
Insurance policy end date2020-08-31
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
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 )
Policy contract number72525-101
Policy instance 1
Insurance contract or identification number72525-101
Number of Individuals Covered5
Insurance policy start date2018-09-01
Insurance policy end date2019-08-31
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
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 )
Policy contract number72525-101
Policy instance 1
Insurance contract or identification number72525-101
Number of Individuals Covered5
Insurance policy start date2017-09-01
Insurance policy end date2018-08-31
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
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 )
Policy contract number72525-101
Policy instance 1
Insurance contract or identification number72525-101
Number of Individuals Covered6
Insurance policy start date2015-09-01
Insurance policy end date2016-08-31
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
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 )
Policy contract number72525-101
Policy instance 1
Insurance contract or identification number72525-101
Number of Individuals Covered6
Insurance policy start date2014-09-01
Insurance policy end date2015-08-31
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
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 )
Policy contract number72525-101
Policy instance 1
Insurance contract or identification number72525-101
Number of Individuals Covered6
Insurance policy start date2013-09-01
Insurance policy end date2014-08-31
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
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 )
Policy contract number72525-101
Policy instance 1
Insurance contract or identification number72525-101
Number of Individuals Covered4
Insurance policy start date2012-09-01
Insurance policy end date2013-08-31
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
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 )
Policy contract number72525-101
Policy instance 1
Insurance contract or identification number72525-101
Number of Individuals Covered4
Insurance policy start date2011-09-01
Insurance policy end date2012-08-31
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
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 )
Policy contract number72525-101
Policy instance 1
Insurance contract or identification number72525-101
Number of Individuals Covered4
Insurance policy start date2010-09-01
Insurance policy end date2011-08-31
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

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