DAVID CHAPMAN AGENCY, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan DAVID CHAPMAN AGENCY MONEY PURCHASE PLAN
| Measure | Date | Value |
|---|
| 2023: DAVID CHAPMAN AGENCY MONEY PURCHASE PLAN 2023 401k membership |
|---|
| Total participants, beginning-of-year | 2023-04-01 | 29 |
| Total number of active participants reported on line 7a of the Form 5500 | 2023-04-01 | 26 |
| Number of retired or separated participants receiving benefits | 2023-04-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2023-04-01 | 1 |
| Total of all active and inactive participants | 2023-04-01 | 27 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2023-04-01 | 0 |
| Total participants | 2023-04-01 | 27 |
| Number of participants with account balances | 2023-04-01 | 26 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2023-04-01 | 0 |
| 2022: DAVID CHAPMAN AGENCY MONEY PURCHASE PLAN 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-04-01 | 31 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-04-01 | 26 |
| Number of retired or separated participants receiving benefits | 2022-04-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2022-04-01 | 3 |
| Total of all active and inactive participants | 2022-04-01 | 29 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-04-01 | 0 |
| Total participants | 2022-04-01 | 29 |
| Number of participants with account balances | 2022-04-01 | 29 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-04-01 | 0 |
| 2021: DAVID CHAPMAN AGENCY MONEY PURCHASE PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-04-01 | 30 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-04-01 | 24 |
| Number of retired or separated participants receiving benefits | 2021-04-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2021-04-01 | 7 |
| Total of all active and inactive participants | 2021-04-01 | 31 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-04-01 | 0 |
| Total participants | 2021-04-01 | 31 |
| Number of participants with account balances | 2021-04-01 | 31 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-04-01 | 0 |
| 2020: DAVID CHAPMAN AGENCY MONEY PURCHASE PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-04-01 | 31 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-04-01 | 25 |
| Number of retired or separated participants receiving benefits | 2020-04-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2020-04-01 | 5 |
| Total of all active and inactive participants | 2020-04-01 | 30 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-04-01 | 0 |
| Total participants | 2020-04-01 | 30 |
| Number of participants with account balances | 2020-04-01 | 30 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-04-01 | 0 |
| 2019: DAVID CHAPMAN AGENCY MONEY PURCHASE PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-04-01 | 32 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-04-01 | 27 |
| Number of retired or separated participants receiving benefits | 2019-04-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2019-04-01 | 5 |
| Total of all active and inactive participants | 2019-04-01 | 32 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-04-01 | 0 |
| Total participants | 2019-04-01 | 32 |
| Number of participants with account balances | 2019-04-01 | 32 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-04-01 | 1 |
| 2018: DAVID CHAPMAN AGENCY MONEY PURCHASE PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-04-01 | 31 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-04-01 | 28 |
| Number of retired or separated participants receiving benefits | 2018-04-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2018-04-01 | 4 |
| Total of all active and inactive participants | 2018-04-01 | 32 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-04-01 | 0 |
| Total participants | 2018-04-01 | 32 |
| Number of participants with account balances | 2018-04-01 | 32 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-04-01 | 1 |
| 2017: DAVID CHAPMAN AGENCY MONEY PURCHASE PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-04-01 | 32 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-04-01 | 28 |
| Number of retired or separated participants receiving benefits | 2017-04-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2017-04-01 | 3 |
| Total of all active and inactive participants | 2017-04-01 | 31 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-04-01 | 0 |
| Total participants | 2017-04-01 | 31 |
| Number of participants with account balances | 2017-04-01 | 31 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-04-01 | 0 |
| 2016: DAVID CHAPMAN AGENCY MONEY PURCHASE PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-04-01 | 32 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-04-01 | 27 |
| Number of retired or separated participants receiving benefits | 2016-04-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2016-04-01 | 5 |
| Total of all active and inactive participants | 2016-04-01 | 32 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-04-01 | 0 |
| Total participants | 2016-04-01 | 32 |
| Number of participants with account balances | 2016-04-01 | 31 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-04-01 | 1 |
| 2015: DAVID CHAPMAN AGENCY MONEY PURCHASE PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-04-01 | 30 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-04-01 | 27 |
| Number of retired or separated participants receiving benefits | 2015-04-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2015-04-01 | 5 |
| Total of all active and inactive participants | 2015-04-01 | 32 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-04-01 | 0 |
| Total participants | 2015-04-01 | 32 |
| Number of participants with account balances | 2015-04-01 | 32 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-04-01 | 1 |
| 2014: DAVID CHAPMAN AGENCY MONEY PURCHASE PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-04-01 | 31 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-04-01 | 28 |
| Number of retired or separated participants receiving benefits | 2014-04-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2014-04-01 | 2 |
| Total of all active and inactive participants | 2014-04-01 | 30 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-04-01 | 0 |
| Total participants | 2014-04-01 | 30 |
| Number of participants with account balances | 2014-04-01 | 30 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-04-01 | 0 |
| 2013: DAVID CHAPMAN AGENCY MONEY PURCHASE PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-04-01 | 31 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-04-01 | 28 |
| Number of retired or separated participants receiving benefits | 2013-04-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2013-04-01 | 3 |
| Total of all active and inactive participants | 2013-04-01 | 31 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-04-01 | 0 |
| Total participants | 2013-04-01 | 31 |
| Number of participants with account balances | 2013-04-01 | 31 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-04-01 | 0 |
| 2012: DAVID CHAPMAN AGENCY MONEY PURCHASE PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-04-01 | 31 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-04-01 | 26 |
| Number of retired or separated participants receiving benefits | 2012-04-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2012-04-01 | 5 |
| Total of all active and inactive participants | 2012-04-01 | 31 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-04-01 | 0 |
| Total participants | 2012-04-01 | 31 |
| Number of participants with account balances | 2012-04-01 | 31 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-04-01 | 1 |
| 2011: DAVID CHAPMAN AGENCY MONEY PURCHASE PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-04-01 | 31 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-04-01 | 26 |
| Number of retired or separated participants receiving benefits | 2011-04-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2011-04-01 | 5 |
| Total of all active and inactive participants | 2011-04-01 | 31 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-04-01 | 0 |
| Total participants | 2011-04-01 | 31 |
| Number of participants with account balances | 2011-04-01 | 31 |
| 2009: DAVID CHAPMAN AGENCY MONEY PURCHASE PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-04-01 | 35 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-04-01 | 29 |
| Number of retired or separated participants receiving benefits | 2009-04-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2009-04-01 | 4 |
| Total of all active and inactive participants | 2009-04-01 | 33 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-04-01 | 0 |
| Total participants | 2009-04-01 | 33 |
| Number of participants with account balances | 2009-04-01 | 33 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-04-01 | 0 |
| 2008: DAVID CHAPMAN AGENCY MONEY PURCHASE PLAN 2008 401k membership |
|---|
| Total participants, beginning-of-year | 2008-04-01 | 36 |
| Total number of active participants reported on line 7a of the Form 5500 | 2008-04-01 | 31 |
| Number of retired or separated participants receiving benefits | 2008-04-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2008-04-01 | 4 |
| Total of all active and inactive participants | 2008-04-01 | 35 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2008-04-01 | 0 |
| Total participants | 2008-04-01 | 35 |
| Number of participants with account balances | 2008-04-01 | 35 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2008-04-01 | 0 |
| 2007: DAVID CHAPMAN AGENCY MONEY PURCHASE PLAN 2007 401k membership |
|---|
| Total participants, beginning-of-year | 2007-04-01 | 38 |
| Total number of active participants reported on line 7a of the Form 5500 | 2007-04-01 | 31 |
| Number of retired or separated participants receiving benefits | 2007-04-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2007-04-01 | 5 |
| Total of all active and inactive participants | 2007-04-01 | 36 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2007-04-01 | 0 |
| Total participants | 2007-04-01 | 36 |
| Number of participants with account balances | 2007-04-01 | 36 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2007-04-01 | 0 |
| Measure | Date | Value |
|---|
| 2024 : DAVID CHAPMAN AGENCY MONEY PURCHASE PLAN 2024 401k financial data |
|---|
| Total income from all sources | 2024-03-31 | $2,301,997 |
| Expenses. Total of all expenses incurred | 2024-03-31 | $1,899,395 |
| Benefits paid (including direct rollovers) | 2024-03-31 | $1,856,193 |
| Total plan assets at end of year | 2024-03-31 | $11,646,603 |
| Total plan assets at beginning of year | 2024-03-31 | $11,244,001 |
| Value of fidelity bond covering the plan | 2024-03-31 | $500,000 |
| Expenses. Other expenses not covered elsewhere | 2024-03-31 | $43,202 |
| Other income received | 2024-03-31 | $1,785,150 |
| Net income (gross income less expenses) | 2024-03-31 | $402,602 |
| Net plan assets at end of year (total assets less liabilities) | 2024-03-31 | $11,646,603 |
| Net plan assets at beginning of year (total assets less liabilities) | 2024-03-31 | $11,244,001 |
| Total contributions received or receivable from employer(s) | 2024-03-31 | $516,847 |
| 2023 : DAVID CHAPMAN AGENCY MONEY PURCHASE PLAN 2023 401k financial data |
|---|
| Total income from all sources | 2023-03-31 | $-3,661 |
| Expenses. Total of all expenses incurred | 2023-03-31 | $1,699,911 |
| Benefits paid (including direct rollovers) | 2023-03-31 | $1,637,126 |
| Total plan assets at end of year | 2023-03-31 | $11,244,001 |
| Total plan assets at beginning of year | 2023-03-31 | $12,947,573 |
| Value of fidelity bond covering the plan | 2023-03-31 | $500,000 |
| Expenses. Other expenses not covered elsewhere | 2023-03-31 | $62,785 |
| Other income received | 2023-03-31 | $-506,341 |
| Net income (gross income less expenses) | 2023-03-31 | $-1,703,572 |
| Net plan assets at end of year (total assets less liabilities) | 2023-03-31 | $11,244,001 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-03-31 | $12,947,573 |
| Total contributions received or receivable from employer(s) | 2023-03-31 | $502,680 |
| 2022 : DAVID CHAPMAN AGENCY MONEY PURCHASE PLAN 2022 401k financial data |
|---|
| Total income from all sources | 2022-03-31 | $1,213,590 |
| Expenses. Total of all expenses incurred | 2022-03-31 | $689,171 |
| Benefits paid (including direct rollovers) | 2022-03-31 | $612,087 |
| Total plan assets at end of year | 2022-03-31 | $12,947,573 |
| Total plan assets at beginning of year | 2022-03-31 | $12,423,154 |
| Value of fidelity bond covering the plan | 2022-03-31 | $500,000 |
| Other income received | 2022-03-31 | $762,771 |
| Net income (gross income less expenses) | 2022-03-31 | $524,419 |
| Net plan assets at end of year (total assets less liabilities) | 2022-03-31 | $12,947,573 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-03-31 | $12,423,154 |
| Total contributions received or receivable from employer(s) | 2022-03-31 | $450,819 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-03-31 | $77,084 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2022-03-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2022-03-31 | $0 |
| Minimum employer required contribution for this plan year | 2022-03-31 | $460,080 |
| Amount contributed by the employer to the plan for this plan year | 2022-03-31 | $460,080 |
| 2021 : DAVID CHAPMAN AGENCY MONEY PURCHASE PLAN 2021 401k financial data |
|---|
| Total income from all sources | 2021-03-31 | $3,727,875 |
| Expenses. Total of all expenses incurred | 2021-03-31 | $146,814 |
| Benefits paid (including direct rollovers) | 2021-03-31 | $91,600 |
| Total plan assets at end of year | 2021-03-31 | $12,423,154 |
| Total plan assets at beginning of year | 2021-03-31 | $8,842,093 |
| Value of fidelity bond covering the plan | 2021-03-31 | $500,000 |
| Other income received | 2021-03-31 | $3,288,918 |
| Net income (gross income less expenses) | 2021-03-31 | $3,581,061 |
| Net plan assets at end of year (total assets less liabilities) | 2021-03-31 | $12,423,154 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-03-31 | $8,842,093 |
| Total contributions received or receivable from employer(s) | 2021-03-31 | $438,957 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-03-31 | $55,214 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-03-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2021-03-31 | $0 |
| Minimum employer required contribution for this plan year | 2021-03-31 | $450,468 |
| Amount contributed by the employer to the plan for this plan year | 2021-03-31 | $450,468 |
| 2020 : DAVID CHAPMAN AGENCY MONEY PURCHASE PLAN 2020 401k financial data |
|---|
| Total income from all sources | 2020-03-31 | $-200,280 |
| Expenses. Total of all expenses incurred | 2020-03-31 | $252,533 |
| Benefits paid (including direct rollovers) | 2020-03-31 | $206,187 |
| Total plan assets at end of year | 2020-03-31 | $8,842,093 |
| Total plan assets at beginning of year | 2020-03-31 | $9,294,906 |
| Value of fidelity bond covering the plan | 2020-03-31 | $500,000 |
| Other income received | 2020-03-31 | $-658,792 |
| Net income (gross income less expenses) | 2020-03-31 | $-452,813 |
| Net plan assets at end of year (total assets less liabilities) | 2020-03-31 | $8,842,093 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-03-31 | $9,294,906 |
| Total contributions received or receivable from employer(s) | 2020-03-31 | $458,512 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-03-31 | $46,346 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-03-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2020-03-31 | $0 |
| Minimum employer required contribution for this plan year | 2020-03-31 | $458,512 |
| Amount contributed by the employer to the plan for this plan year | 2020-03-31 | $458,512 |
| 2019 : DAVID CHAPMAN AGENCY MONEY PURCHASE PLAN 2019 401k financial data |
|---|
| Total income from all sources | 2019-03-31 | $804,263 |
| Expenses. Total of all expenses incurred | 2019-03-31 | $127,006 |
| Benefits paid (including direct rollovers) | 2019-03-31 | $86,768 |
| Total plan assets at end of year | 2019-03-31 | $9,294,906 |
| Total plan assets at beginning of year | 2019-03-31 | $8,617,649 |
| Value of fidelity bond covering the plan | 2019-03-31 | $500,000 |
| Assets. Value of loans (other than to participants) | 2019-03-31 | $300,000 |
| Other income received | 2019-03-31 | $360,029 |
| Net income (gross income less expenses) | 2019-03-31 | $677,257 |
| Net plan assets at end of year (total assets less liabilities) | 2019-03-31 | $9,294,906 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-03-31 | $8,617,649 |
| Total contributions received or receivable from employer(s) | 2019-03-31 | $444,234 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-03-31 | $40,238 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-03-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2019-03-31 | $0 |
| Minimum employer required contribution for this plan year | 2019-03-31 | $444,340 |
| Amount contributed by the employer to the plan for this plan year | 2019-03-31 | $444,340 |
| 2018 : DAVID CHAPMAN AGENCY MONEY PURCHASE PLAN 2018 401k financial data |
|---|
| Total income from all sources | 2018-03-31 | $1,089,294 |
| Expenses. Total of all expenses incurred | 2018-03-31 | $355,007 |
| Benefits paid (including direct rollovers) | 2018-03-31 | $318,760 |
| Total plan assets at end of year | 2018-03-31 | $8,617,649 |
| Total plan assets at beginning of year | 2018-03-31 | $7,883,362 |
| Value of fidelity bond covering the plan | 2018-03-31 | $500,000 |
| Assets. Value of loans (other than to participants) | 2018-03-31 | $300,000 |
| Other income received | 2018-03-31 | $659,767 |
| Net income (gross income less expenses) | 2018-03-31 | $734,287 |
| Net plan assets at end of year (total assets less liabilities) | 2018-03-31 | $8,617,649 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-03-31 | $7,883,362 |
| Total contributions received or receivable from employer(s) | 2018-03-31 | $429,527 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-03-31 | $36,247 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-03-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2018-03-31 | $0 |
| Minimum employer required contribution for this plan year | 2018-03-31 | $435,824 |
| Amount contributed by the employer to the plan for this plan year | 2018-03-31 | $435,824 |
| 2017 : DAVID CHAPMAN AGENCY MONEY PURCHASE PLAN 2017 401k financial data |
|---|
| Total income from all sources | 2017-03-31 | $945,210 |
| Expenses. Total of all expenses incurred | 2017-03-31 | $342,244 |
| Benefits paid (including direct rollovers) | 2017-03-31 | $320,320 |
| Total plan assets at end of year | 2017-03-31 | $7,883,362 |
| Total plan assets at beginning of year | 2017-03-31 | $7,280,396 |
| Value of fidelity bond covering the plan | 2017-03-31 | $500,000 |
| Assets. Value of loans (other than to participants) | 2017-03-31 | $300,000 |
| Other income received | 2017-03-31 | $572,988 |
| Net income (gross income less expenses) | 2017-03-31 | $602,966 |
| Net plan assets at end of year (total assets less liabilities) | 2017-03-31 | $7,883,362 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-03-31 | $7,280,396 |
| Total contributions received or receivable from employer(s) | 2017-03-31 | $372,222 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-03-31 | $21,924 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-03-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2017-03-31 | $0 |
| Minimum employer required contribution for this plan year | 2017-03-31 | $372,222 |
| Amount contributed by the employer to the plan for this plan year | 2017-03-31 | $372,222 |
| 2016 : DAVID CHAPMAN AGENCY MONEY PURCHASE PLAN 2016 401k financial data |
|---|
| Total income from all sources | 2016-03-31 | $283,048 |
| Expenses. Total of all expenses incurred | 2016-03-31 | $214,684 |
| Benefits paid (including direct rollovers) | 2016-03-31 | $185,523 |
| Total plan assets at end of year | 2016-03-31 | $7,280,396 |
| Total plan assets at beginning of year | 2016-03-31 | $7,212,032 |
| Value of fidelity bond covering the plan | 2016-03-31 | $500,000 |
| Assets. Value of loans (other than to participants) | 2016-03-31 | $300,000 |
| Other income received | 2016-03-31 | $-69,995 |
| Net income (gross income less expenses) | 2016-03-31 | $68,364 |
| Net plan assets at end of year (total assets less liabilities) | 2016-03-31 | $7,280,396 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-03-31 | $7,212,032 |
| Total contributions received or receivable from employer(s) | 2016-03-31 | $353,043 |
| Value of certain deemed distributions of participant loans | 2016-03-31 | $29,161 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-03-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2016-03-31 | $0 |
| Minimum employer required contribution for this plan year | 2016-03-31 | $353,043 |
| Amount contributed by the employer to the plan for this plan year | 2016-03-31 | $353,043 |
| 2015 : DAVID CHAPMAN AGENCY MONEY PURCHASE PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-03-31 | $563,834 |
| Expenses. Total of all expenses incurred | 2015-03-31 | $146,185 |
| Benefits paid (including direct rollovers) | 2015-03-31 | $118,011 |
| Total plan assets at end of year | 2015-03-31 | $7,212,032 |
| Total plan assets at beginning of year | 2015-03-31 | $6,794,383 |
| Value of fidelity bond covering the plan | 2015-03-31 | $500,000 |
| Assets. Value of loans (other than to participants) | 2015-03-31 | $300,000 |
| Other income received | 2015-03-31 | $238,097 |
| Net income (gross income less expenses) | 2015-03-31 | $417,649 |
| Net plan assets at end of year (total assets less liabilities) | 2015-03-31 | $7,212,032 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-03-31 | $6,794,383 |
| Total contributions received or receivable from employer(s) | 2015-03-31 | $325,737 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-03-31 | $28,174 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-03-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2015-03-31 | $0 |
| Minimum employer required contribution for this plan year | 2015-03-31 | $325,737 |
| Amount contributed by the employer to the plan for this plan year | 2015-03-31 | $325,737 |
| 2014 : DAVID CHAPMAN AGENCY MONEY PURCHASE PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-03-31 | $830,086 |
| Expenses. Total of all expenses incurred | 2014-03-31 | $428,696 |
| Benefits paid (including direct rollovers) | 2014-03-31 | $403,878 |
| Total plan assets at end of year | 2014-03-31 | $6,794,383 |
| Total plan assets at beginning of year | 2014-03-31 | $6,392,993 |
| Value of fidelity bond covering the plan | 2014-03-31 | $500,000 |
| Assets. Value of loans (other than to participants) | 2014-03-31 | $300,000 |
| Other income received | 2014-03-31 | $523,544 |
| Net income (gross income less expenses) | 2014-03-31 | $401,390 |
| Net plan assets at end of year (total assets less liabilities) | 2014-03-31 | $6,794,383 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-03-31 | $6,392,993 |
| Total contributions received or receivable from employer(s) | 2014-03-31 | $306,542 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-03-31 | $24,818 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-03-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2014-03-31 | $0 |
| Minimum employer required contribution for this plan year | 2014-03-31 | $306,542 |
| Amount contributed by the employer to the plan for this plan year | 2014-03-31 | $306,542 |
| 2013 : DAVID CHAPMAN AGENCY MONEY PURCHASE PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-03-31 | $610,728 |
| Expenses. Total of all expenses incurred | 2013-03-31 | $219,153 |
| Benefits paid (including direct rollovers) | 2013-03-31 | $202,574 |
| Total plan assets at end of year | 2013-03-31 | $6,392,993 |
| Total plan assets at beginning of year | 2013-03-31 | $6,001,418 |
| Value of fidelity bond covering the plan | 2013-03-31 | $500,000 |
| Assets. Value of loans (other than to participants) | 2013-03-31 | $350,000 |
| Other income received | 2013-03-31 | $336,328 |
| Net income (gross income less expenses) | 2013-03-31 | $391,575 |
| Net plan assets at end of year (total assets less liabilities) | 2013-03-31 | $6,392,993 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-03-31 | $6,001,418 |
| Total contributions received or receivable from employer(s) | 2013-03-31 | $274,400 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-03-31 | $16,579 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-03-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2013-03-31 | $0 |
| Minimum employer required contribution for this plan year | 2013-03-31 | $274,775 |
| Amount contributed by the employer to the plan for this plan year | 2013-03-31 | $274,775 |
| 2012 : DAVID CHAPMAN AGENCY MONEY PURCHASE PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-03-31 | $429,317 |
| Expenses. Total of all expenses incurred | 2012-03-31 | $173,222 |
| Benefits paid (including direct rollovers) | 2012-03-31 | $153,317 |
| Total plan assets at end of year | 2012-03-31 | $6,001,418 |
| Total plan assets at beginning of year | 2012-03-31 | $5,745,323 |
| Value of fidelity bond covering the plan | 2012-03-31 | $500,000 |
| Assets. Value of loans (other than to participants) | 2012-03-31 | $350,000 |
| Other income received | 2012-03-31 | $143,796 |
| Net income (gross income less expenses) | 2012-03-31 | $256,095 |
| Net plan assets at end of year (total assets less liabilities) | 2012-03-31 | $6,001,418 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-03-31 | $5,745,323 |
| Total contributions received or receivable from employer(s) | 2012-03-31 | $285,521 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-03-31 | $19,905 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-03-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2012-03-31 | $0 |
| Minimum employer required contribution for this plan year | 2012-03-31 | $289,968 |
| Amount contributed by the employer to the plan for this plan year | 2012-03-31 | $289,968 |
| 2011 : DAVID CHAPMAN AGENCY MONEY PURCHASE PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-03-31 | $670,288 |
| Expenses. Total of all expenses incurred | 2011-03-31 | $332,357 |
| Benefits paid (including direct rollovers) | 2011-03-31 | $314,019 |
| Total plan assets at end of year | 2011-03-31 | $6,214,933 |
| Total plan assets at beginning of year | 2011-03-31 | $5,877,002 |
| Value of fidelity bond covering the plan | 2011-03-31 | $500,000 |
| Assets. Value of loans (other than to participants) | 2011-03-31 | $819,610 |
| Other income received | 2011-03-31 | $375,937 |
| Net income (gross income less expenses) | 2011-03-31 | $337,931 |
| Net plan assets at end of year (total assets less liabilities) | 2011-03-31 | $6,214,933 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-03-31 | $5,877,002 |
| Total contributions received or receivable from employer(s) | 2011-03-31 | $294,351 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-03-31 | $18,338 |
| 2009 : DAVID CHAPMAN AGENCY MONEY PURCHASE PLAN 2009 401k financial data |
|---|
| Total income from all sources | 2009-03-31 | $-83,589 |
| Expenses. Total of all expenses incurred | 2009-03-31 | $142,342 |
| Benefits paid (including direct rollovers) | 2009-03-31 | $127,119 |
| Total plan assets at end of year | 2009-03-31 | $4,629,682 |
| Total plan assets at beginning of year | 2009-03-31 | $4,855,613 |
| Value of fidelity bond covering the plan | 2009-03-31 | $500,000 |
| Assets. Value of loans (other than to participants) | 2009-03-31 | $350,000 |
| Expenses. Other expenses not covered elsewhere | 2009-03-31 | $15,223 |
| Other income received | 2009-03-31 | $-377,816 |
| Net income (gross income less expenses) | 2009-03-31 | $-225,931 |
| Net plan assets at end of year (total assets less liabilities) | 2009-03-31 | $4,629,682 |
| Net plan assets at beginning of year (total assets less liabilities) | 2009-03-31 | $4,855,613 |
| Total contributions received or receivable from employer(s) | 2009-03-31 | $294,227 |
| 2008 : DAVID CHAPMAN AGENCY MONEY PURCHASE PLAN 2008 401k financial data |
|---|
| Total income from all sources | 2008-03-31 | $131,285 |
| Expenses. Total of all expenses incurred | 2008-03-31 | $169,357 |
| Benefits paid (including direct rollovers) | 2008-03-31 | $154,928 |
| Total plan assets at end of year | 2008-03-31 | $4,855,613 |
| Total plan assets at beginning of year | 2008-03-31 | $4,893,685 |
| Value of fidelity bond covering the plan | 2008-03-31 | $500,000 |
| Assets. Value of loans (other than to participants) | 2008-03-31 | $350,000 |
| Expenses. Other expenses not covered elsewhere | 2008-03-31 | $14,429 |
| Contributions received from other sources (not participants or employers) | 2008-03-31 | $19,595 |
| Other income received | 2008-03-31 | $-201,283 |
| Net income (gross income less expenses) | 2008-03-31 | $-38,072 |
| Net plan assets at end of year (total assets less liabilities) | 2008-03-31 | $4,855,613 |
| Net plan assets at beginning of year (total assets less liabilities) | 2008-03-31 | $4,893,685 |
| Total contributions received or receivable from employer(s) | 2008-03-31 | $312,973 |
| 2023: DAVID CHAPMAN AGENCY MONEY PURCHASE PLAN 2023 form 5500 responses |
|---|
| 2023-04-01 | Type of plan entity | Single employer plan |
| 2023-04-01 | Submission has been amended | No |
| 2023-04-01 | This submission is the final filing | No |
| 2023-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2023-04-01 | Plan is a collectively bargained plan | No |
| 2023-04-01 | Plan funding arrangement – Insurance | Yes |
| 2023-04-01 | Plan funding arrangement – Trust | Yes |
| 2023-04-01 | Plan benefit arrangement – Insurance | Yes |
| 2023-04-01 | Plan benefit arrangement - Trust | Yes |
| 2022: DAVID CHAPMAN AGENCY MONEY PURCHASE PLAN 2022 form 5500 responses |
|---|
| 2022-04-01 | Type of plan entity | Single employer plan |
| 2022-04-01 | Submission has been amended | No |
| 2022-04-01 | This submission is the final filing | No |
| 2022-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2022-04-01 | Plan is a collectively bargained plan | No |
| 2022-04-01 | Plan funding arrangement – Insurance | Yes |
| 2022-04-01 | Plan funding arrangement – Trust | Yes |
| 2022-04-01 | Plan benefit arrangement – Insurance | Yes |
| 2022-04-01 | Plan benefit arrangement - Trust | Yes |
| 2021: DAVID CHAPMAN AGENCY MONEY PURCHASE PLAN 2021 form 5500 responses |
|---|
| 2021-04-01 | Type of plan entity | Single employer plan |
| 2021-04-01 | Submission has been amended | No |
| 2021-04-01 | This submission is the final filing | No |
| 2021-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-04-01 | Plan is a collectively bargained plan | No |
| 2021-04-01 | Plan funding arrangement – Insurance | Yes |
| 2021-04-01 | Plan funding arrangement – Trust | Yes |
| 2021-04-01 | Plan benefit arrangement – Insurance | Yes |
| 2021-04-01 | Plan benefit arrangement - Trust | Yes |
| 2020: DAVID CHAPMAN AGENCY MONEY PURCHASE PLAN 2020 form 5500 responses |
|---|
| 2020-04-01 | Type of plan entity | Single employer plan |
| 2020-04-01 | Submission has been amended | No |
| 2020-04-01 | This submission is the final filing | No |
| 2020-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-04-01 | Plan is a collectively bargained plan | No |
| 2020-04-01 | Plan funding arrangement – Insurance | Yes |
| 2020-04-01 | Plan funding arrangement – Trust | Yes |
| 2020-04-01 | Plan benefit arrangement – Insurance | Yes |
| 2020-04-01 | Plan benefit arrangement - Trust | Yes |
| 2019: DAVID CHAPMAN AGENCY MONEY PURCHASE PLAN 2019 form 5500 responses |
|---|
| 2019-04-01 | Type of plan entity | Single employer plan |
| 2019-04-01 | Submission has been amended | No |
| 2019-04-01 | This submission is the final filing | No |
| 2019-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-04-01 | Plan is a collectively bargained plan | No |
| 2019-04-01 | Plan funding arrangement – Insurance | Yes |
| 2019-04-01 | Plan funding arrangement – Trust | Yes |
| 2019-04-01 | Plan benefit arrangement – Insurance | Yes |
| 2019-04-01 | Plan benefit arrangement - Trust | Yes |
| 2018: DAVID CHAPMAN AGENCY MONEY PURCHASE PLAN 2018 form 5500 responses |
|---|
| 2018-04-01 | Type of plan entity | Single employer plan |
| 2018-04-01 | Submission has been amended | No |
| 2018-04-01 | This submission is the final filing | No |
| 2018-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-04-01 | Plan is a collectively bargained plan | No |
| 2018-04-01 | Plan funding arrangement – Insurance | Yes |
| 2018-04-01 | Plan funding arrangement – Trust | Yes |
| 2018-04-01 | Plan benefit arrangement – Insurance | Yes |
| 2018-04-01 | Plan benefit arrangement - Trust | Yes |
| 2017: DAVID CHAPMAN AGENCY MONEY PURCHASE PLAN 2017 form 5500 responses |
|---|
| 2017-04-01 | Type of plan entity | Single employer plan |
| 2017-04-01 | Submission has been amended | No |
| 2017-04-01 | This submission is the final filing | No |
| 2017-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-04-01 | Plan is a collectively bargained plan | No |
| 2017-04-01 | Plan funding arrangement – Insurance | Yes |
| 2017-04-01 | Plan funding arrangement – Trust | Yes |
| 2017-04-01 | Plan benefit arrangement – Insurance | Yes |
| 2017-04-01 | Plan benefit arrangement - Trust | Yes |
| 2016: DAVID CHAPMAN AGENCY MONEY PURCHASE PLAN 2016 form 5500 responses |
|---|
| 2016-04-01 | Type of plan entity | Single employer plan |
| 2016-04-01 | Submission has been amended | No |
| 2016-04-01 | This submission is the final filing | No |
| 2016-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-04-01 | Plan is a collectively bargained plan | No |
| 2016-04-01 | Plan funding arrangement – Insurance | Yes |
| 2016-04-01 | Plan funding arrangement – Trust | Yes |
| 2016-04-01 | Plan benefit arrangement – Insurance | Yes |
| 2016-04-01 | Plan benefit arrangement - Trust | Yes |
| 2015: DAVID CHAPMAN AGENCY MONEY PURCHASE PLAN 2015 form 5500 responses |
|---|
| 2015-04-01 | Type of plan entity | Single employer plan |
| 2015-04-01 | Submission has been amended | No |
| 2015-04-01 | This submission is the final filing | No |
| 2015-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-04-01 | Plan is a collectively bargained plan | No |
| 2015-04-01 | Plan funding arrangement – Insurance | Yes |
| 2015-04-01 | Plan funding arrangement – Trust | Yes |
| 2015-04-01 | Plan benefit arrangement – Insurance | Yes |
| 2015-04-01 | Plan benefit arrangement - Trust | Yes |
| 2014: DAVID CHAPMAN AGENCY MONEY PURCHASE PLAN 2014 form 5500 responses |
|---|
| 2014-04-01 | Type of plan entity | Single employer plan |
| 2014-04-01 | Submission has been amended | No |
| 2014-04-01 | This submission is the final filing | No |
| 2014-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-04-01 | Plan is a collectively bargained plan | No |
| 2014-04-01 | Plan funding arrangement – Insurance | Yes |
| 2014-04-01 | Plan funding arrangement – Trust | Yes |
| 2014-04-01 | Plan benefit arrangement – Insurance | Yes |
| 2014-04-01 | Plan benefit arrangement - Trust | Yes |
| 2013: DAVID CHAPMAN AGENCY MONEY PURCHASE PLAN 2013 form 5500 responses |
|---|
| 2013-04-01 | Type of plan entity | Single employer plan |
| 2013-04-01 | Submission has been amended | No |
| 2013-04-01 | This submission is the final filing | No |
| 2013-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-04-01 | Plan is a collectively bargained plan | No |
| 2013-04-01 | Plan funding arrangement – Insurance | Yes |
| 2013-04-01 | Plan funding arrangement – Trust | Yes |
| 2013-04-01 | Plan benefit arrangement – Insurance | Yes |
| 2013-04-01 | Plan benefit arrangement - Trust | Yes |
| 2012: DAVID CHAPMAN AGENCY MONEY PURCHASE PLAN 2012 form 5500 responses |
|---|
| 2012-04-01 | Type of plan entity | Single employer plan |
| 2012-04-01 | Submission has been amended | No |
| 2012-04-01 | This submission is the final filing | No |
| 2012-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-04-01 | Plan is a collectively bargained plan | No |
| 2012-04-01 | Plan funding arrangement – Insurance | Yes |
| 2012-04-01 | Plan funding arrangement – Trust | Yes |
| 2012-04-01 | Plan benefit arrangement – Insurance | Yes |
| 2012-04-01 | Plan benefit arrangement - Trust | Yes |
| 2011: DAVID CHAPMAN AGENCY MONEY PURCHASE PLAN 2011 form 5500 responses |
|---|
| 2011-04-01 | Type of plan entity | Single employer plan |
| 2011-04-01 | Submission has been amended | No |
| 2011-04-01 | This submission is the final filing | No |
| 2011-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-04-01 | Plan is a collectively bargained plan | No |
| 2011-04-01 | Plan funding arrangement – Insurance | Yes |
| 2011-04-01 | Plan funding arrangement – Trust | Yes |
| 2011-04-01 | Plan benefit arrangement – Insurance | Yes |
| 2011-04-01 | Plan benefit arrangement - Trust | Yes |
| 2009: DAVID CHAPMAN AGENCY MONEY PURCHASE PLAN 2009 form 5500 responses |
|---|
| 2009-04-01 | Type of plan entity | Single employer plan |
| 2009-04-01 | Submission has been amended | Yes |
| 2009-04-01 | This submission is the final filing | No |
| 2009-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-04-01 | Plan is a collectively bargained plan | No |
| 2009-04-01 | Plan funding arrangement – Insurance | Yes |
| 2009-04-01 | Plan funding arrangement – Trust | Yes |
| 2009-04-01 | Plan benefit arrangement – Insurance | Yes |
| 2009-04-01 | Plan benefit arrangement - Trust | Yes |
| 2008: DAVID CHAPMAN AGENCY MONEY PURCHASE PLAN 2008 form 5500 responses |
|---|
| 2008-04-01 | Type of plan entity | Single employer plan |
| 2008-04-01 | Submission has been amended | Yes |
| 2008-04-01 | This submission is the final filing | No |
| 2008-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2008-04-01 | Plan is a collectively bargained plan | No |
| 2008-04-01 | Plan funding arrangement – Trust | Yes |
| 2008-04-01 | Plan benefit arrangement - Trust | Yes |
| 2007: DAVID CHAPMAN AGENCY MONEY PURCHASE PLAN 2007 form 5500 responses |
|---|
| 2007-04-01 | Type of plan entity | Single employer plan |
| 2007-04-01 | Submission has been amended | Yes |
| 2007-04-01 | This submission is the final filing | No |
| 2007-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2007-04-01 | Plan is a collectively bargained plan | No |
| 2007-04-01 | Plan funding arrangement – Insurance | Yes |
| 2007-04-01 | Plan funding arrangement – Trust | Yes |
| 2007-04-01 | Plan benefit arrangement – Insurance | Yes |
| 2007-04-01 | Plan benefit arrangement - Trust | Yes |
| JACKSON NATIONAL (National Association of Insurance Commissioners NAIC id number: 65056 ) |
| Policy contract number | 1002221817 |
| Policy instance | 2 |
| Insurance contract or identification number | 1002221817 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2023-04-01 | | Insurance policy end date | 2024-03-31 | | 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 | 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 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| AUTO-OWNERS LIFE INSURANCE CO (National Association of Insurance Commissioners NAIC id number: 61190 ) |
| Policy contract number | 021-923788-0 |
| Policy instance | 1 |
| Insurance contract or identification number | 021-923788-0 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2023-04-01 | | Insurance policy end date | 2024-03-31 | | 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 | 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 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| JACKSON NATIONAL (National Association of Insurance Commissioners NAIC id number: 65056 ) |
| Policy contract number | 1002221817 |
| Policy instance | 2 |
| Insurance contract or identification number | 1002221817 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2022-04-01 | | Insurance policy end date | 2023-03-31 | | 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 | 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 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| AUTO-OWNERS LIFE INSURANCE CO (National Association of Insurance Commissioners NAIC id number: 61190 ) |
| Policy contract number | 021-923788-0 |
| Policy instance | 1 |
| Insurance contract or identification number | 021-923788-0 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2022-04-01 | | Insurance policy end date | 2023-03-31 | | 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 | 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 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| JACKSON NATIONAL (National Association of Insurance Commissioners NAIC id number: 65056 ) |
| Policy contract number | 1002221817 |
| Policy instance | 2 |
| Insurance contract or identification number | 1002221817 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2021-04-01 | | Insurance policy end date | 2022-03-31 | | 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 | 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 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| AUTO-OWNERS LIFE INSURANCE CO (National Association of Insurance Commissioners NAIC id number: 61190 ) |
| Policy contract number | 021-923788-0 |
| Policy instance | 1 |
| Insurance contract or identification number | 021-923788-0 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2021-04-01 | | Insurance policy end date | 2022-03-31 | | 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 | 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 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| AUTO-OWNERS LIFE INSURANCE CO (National Association of Insurance Commissioners NAIC id number: 61190 ) |
| Policy contract number | 021-923788-0 |
| Policy instance | 1 |
| Insurance contract or identification number | 021-923788-0 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2020-04-01 | | Insurance policy end date | 2021-03-31 | | 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 | 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 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| JACKSON NATIONAL (National Association of Insurance Commissioners NAIC id number: 65056 ) |
| Policy contract number | 1002221817 |
| Policy instance | 2 |
| Insurance contract or identification number | 1002221817 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2020-04-01 | | Insurance policy end date | 2021-03-31 | | 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 | 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 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| JACKSON NATIONAL (National Association of Insurance Commissioners NAIC id number: 65056 ) |
| Policy contract number | 1002221817 |
| Policy instance | 2 |
| Insurance contract or identification number | 1002221817 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2019-04-01 | | Insurance policy end date | 2020-03-31 | | 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 | 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 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| AUTO-OWNERS LIFE INSURANCE CO (National Association of Insurance Commissioners NAIC id number: 61190 ) |
| Policy contract number | 021-923788-0 |
| Policy instance | 1 |
| Insurance contract or identification number | 021-923788-0 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2019-04-01 | | Insurance policy end date | 2020-03-31 | | 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 | 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 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| JACKSON NATIONAL (National Association of Insurance Commissioners NAIC id number: 65056 ) |
| Policy contract number | 1002221817 |
| Policy instance | 2 |
| Insurance contract or identification number | 1002221817 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2018-04-01 | | Insurance policy end date | 2019-03-31 | | 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 | 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 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| AUTO-OWNERS LIFE INSURANCE CO (National Association of Insurance Commissioners NAIC id number: 61190 ) |
| Policy contract number | 021-923788-0 |
| Policy instance | 1 |
| Insurance contract or identification number | 021-923788-0 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2018-04-01 | | Insurance policy end date | 2019-03-31 | | 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 | 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 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| JACKSON NATIONAL (National Association of Insurance Commissioners NAIC id number: 65056 ) |
| Policy contract number | 1002221817 |
| Policy instance | 2 |
| Insurance contract or identification number | 1002221817 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2017-04-01 | | Insurance policy end date | 2018-03-31 | | 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 | 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 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| AUTO-OWNERS LIFE INSURANCE CO (National Association of Insurance Commissioners NAIC id number: 61190 ) |
| Policy contract number | 021-923788-0 |
| Policy instance | 1 |
| Insurance contract or identification number | 021-923788-0 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2017-04-01 | | Insurance policy end date | 2018-03-31 | | 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 | 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 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| JACKSON NATIONAL (National Association of Insurance Commissioners NAIC id number: 65056 ) |
| Policy contract number | 1002221817 |
| Policy instance | 2 |
| Insurance contract or identification number | 1002221817 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2015-04-01 | | Insurance policy end date | 2016-03-31 | | 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 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| AUTO-OWNERS LIFE INSURANCE CO (National Association of Insurance Commissioners NAIC id number: 61190 ) |
| Policy contract number | 021-923788-0 |
| Policy instance | 1 |
| Insurance contract or identification number | 021-923788-0 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2015-04-01 | | Insurance policy end date | 2016-03-31 | | 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 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| AUTO-OWNERS LIFE INSURANCE CO (National Association of Insurance Commissioners NAIC id number: 61190 ) |
| Policy contract number | 021-923788-0 |
| Policy instance | 1 |
| Insurance contract or identification number | 021-923788-0 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2014-04-01 | | Insurance policy end date | 2015-03-31 | | 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 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| JACKSON NATIONAL (National Association of Insurance Commissioners NAIC id number: 65056 ) |
| Policy contract number | 1002221817 |
| Policy instance | 2 |
| Insurance contract or identification number | 1002221817 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2014-04-01 | | Insurance policy end date | 2015-03-31 | | 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 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| JACKSON NATIONAL (National Association of Insurance Commissioners NAIC id number: 65056 ) |
| Policy contract number | 1002221817 |
| Policy instance | 2 |
| Insurance contract or identification number | 1002221817 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2013-04-01 | | Insurance policy end date | 2014-03-31 | | 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 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| AUTO-OWNERS LIFE INSURANCE CO (National Association of Insurance Commissioners NAIC id number: 61190 ) |
| Policy contract number | 021-923788-0 |
| Policy instance | 1 |
| Insurance contract or identification number | 021-923788-0 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2013-04-01 | | Insurance policy end date | 2014-03-31 | | 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 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| JACKSON NATIONAL (National Association of Insurance Commissioners NAIC id number: 65056 ) |
| Policy contract number | 1002221817 |
| Policy instance | 2 |
| Insurance contract or identification number | 1002221817 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2012-04-01 | | Insurance policy end date | 2013-03-31 | | 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 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| AUTO-OWNERS LIFE INSURANCE CO (National Association of Insurance Commissioners NAIC id number: 61190 ) |
| Policy contract number | 021-923788-0 |
| Policy instance | 1 |
| Insurance contract or identification number | 021-923788-0 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2012-04-01 | | Insurance policy end date | 2013-03-31 | | 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 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| AUTO-OWNERS LIFE INSURANCE CO (National Association of Insurance Commissioners NAIC id number: 61190 ) |
| Policy contract number | 021-923788-0 |
| Policy instance | 1 |
| Insurance contract or identification number | 021-923788-0 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2011-04-01 | | Insurance policy end date | 2012-03-31 | | 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 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| JACKSON NATIONAL (National Association of Insurance Commissioners NAIC id number: 65056 ) |
| Policy contract number | 1002221817 |
| Policy instance | 2 |
| Insurance contract or identification number | 1002221817 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2011-04-01 | | Insurance policy end date | 2012-03-31 | | 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 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
