THE PETER REMINGTON GROUP, INC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan THE PETER REMINGTON PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2020: THE PETER REMINGTON PROFIT SHARING PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 1 |
| Number of retired or separated participants receiving benefits | 2020-01-01 | 2 |
| Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 0 |
| Total of all active and inactive participants | 2020-01-01 | 3 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
| Total participants | 2020-01-01 | 3 |
| Number of participants with account balances | 2020-01-01 | 1 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
| 2019: THE PETER REMINGTON PROFIT SHARING PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 2 |
| Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 1 |
| Total of all active and inactive participants | 2019-01-01 | 3 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
| Total participants | 2019-01-01 | 3 |
| Number of participants with account balances | 2019-01-01 | 2 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
| 2018: THE PETER REMINGTON PROFIT SHARING PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 4 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 2 |
| Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 2 |
| Total of all active and inactive participants | 2018-01-01 | 4 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
| Total participants | 2018-01-01 | 4 |
| Number of participants with account balances | 2018-01-01 | 4 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 1 |
| 2017: THE PETER REMINGTON PROFIT SHARING PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 3 |
| Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 1 |
| Total of all active and inactive participants | 2017-01-01 | 4 |
| Total participants | 2017-01-01 | 4 |
| Number of participants with account balances | 2017-01-01 | 4 |
| 2016: THE PETER REMINGTON PROFIT SHARING PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 2 |
| Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 1 |
| Total of all active and inactive participants | 2016-01-01 | 3 |
| Total participants | 2016-01-01 | 3 |
| Number of participants with account balances | 2016-01-01 | 3 |
| 2015: THE PETER REMINGTON PROFIT SHARING PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 2 |
| Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 1 |
| Total of all active and inactive participants | 2015-01-01 | 3 |
| Total participants | 2015-01-01 | 3 |
| Number of participants with account balances | 2015-01-01 | 3 |
| 2014: THE PETER REMINGTON PROFIT SHARING PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 2 |
| Total of all active and inactive participants | 2014-01-01 | 2 |
| Total participants | 2014-01-01 | 2 |
| Number of participants with account balances | 2014-01-01 | 3 |
| 2013: THE PETER REMINGTON PROFIT SHARING PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 3 |
| Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 0 |
| Total of all active and inactive participants | 2013-01-01 | 3 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
| Total participants | 2013-01-01 | 3 |
| Number of participants with account balances | 2013-01-01 | 3 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
| 2012: THE PETER REMINGTON PROFIT SHARING PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 0 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 3 |
| Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 0 |
| Total of all active and inactive participants | 2012-01-01 | 3 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
| Total participants | 2012-01-01 | 3 |
| Number of participants with account balances | 2012-01-01 | 3 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2020 : THE PETER REMINGTON PROFIT SHARING PLAN 2020 401k financial data |
|---|
| Total income from all sources | 2020-12-31 | $123,637 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $225,540 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $213,425 |
| Total plan assets at end of year | 2020-12-31 | $1,555,600 |
| Total plan assets at beginning of year | 2020-12-31 | $1,657,503 |
| Value of fidelity bond covering the plan | 2020-12-31 | $150,000 |
| Other income received | 2020-12-31 | $123,637 |
| Net income (gross income less expenses) | 2020-12-31 | $-101,903 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $1,555,600 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $1,657,503 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $12,115 |
| 2019 : THE PETER REMINGTON PROFIT SHARING PLAN 2019 401k financial data |
|---|
| Total income from all sources | 2019-12-31 | $235,568 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $86,801 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $75,306 |
| Total plan assets at end of year | 2019-12-31 | $1,657,503 |
| Total plan assets at beginning of year | 2019-12-31 | $1,508,736 |
| Value of fidelity bond covering the plan | 2019-12-31 | $150,000 |
| Other income received | 2019-12-31 | $235,568 |
| Net income (gross income less expenses) | 2019-12-31 | $148,767 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $1,657,503 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $1,508,736 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $11,495 |
| 2018 : THE PETER REMINGTON PROFIT SHARING PLAN 2018 401k financial data |
|---|
| Total income from all sources | 2018-12-31 | $-80,805 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $10,909 |
| Total plan assets at end of year | 2018-12-31 | $1,508,736 |
| Total plan assets at beginning of year | 2018-12-31 | $1,600,450 |
| Value of fidelity bond covering the plan | 2018-12-31 | $150,000 |
| Other income received | 2018-12-31 | $-80,805 |
| Net income (gross income less expenses) | 2018-12-31 | $-91,714 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $1,508,736 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $1,600,450 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $10,909 |
| 2017 : THE PETER REMINGTON PROFIT SHARING PLAN 2017 401k financial data |
|---|
| Total income from all sources | 2017-12-31 | $248,126 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $142,225 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $136,742 |
| Total plan assets at end of year | 2017-12-31 | $1,600,449 |
| Total plan assets at beginning of year | 2017-12-31 | $1,494,548 |
| Value of fidelity bond covering the plan | 2017-12-31 | $150,000 |
| Other income received | 2017-12-31 | $166,873 |
| Net income (gross income less expenses) | 2017-12-31 | $105,901 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $1,600,449 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $1,494,548 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $81,253 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $5,483 |
| 2016 : THE PETER REMINGTON PROFIT SHARING PLAN 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $111,277 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $5,179 |
| Total plan assets at end of year | 2016-12-31 | $1,494,548 |
| Total plan assets at beginning of year | 2016-12-31 | $1,388,450 |
| Value of fidelity bond covering the plan | 2016-12-31 | $150,000 |
| Other income received | 2016-12-31 | $34,536 |
| Net income (gross income less expenses) | 2016-12-31 | $106,098 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $1,494,548 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $1,388,450 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $76,741 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $5,179 |
| 2015 : THE PETER REMINGTON PROFIT SHARING PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $71,104 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $5,015 |
| Total plan assets at end of year | 2015-12-31 | $1,388,450 |
| Total plan assets at beginning of year | 2015-12-31 | $1,322,361 |
| Value of fidelity bond covering the plan | 2015-12-31 | $150,000 |
| Other income received | 2015-12-31 | $-1,062 |
| Net income (gross income less expenses) | 2015-12-31 | $66,089 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $1,388,450 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $1,322,361 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $72,166 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $5,015 |
| 2014 : THE PETER REMINGTON PROFIT SHARING PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $110,893 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $8,800 |
| Total plan assets at end of year | 2014-12-31 | $1,322,361 |
| Total plan assets at beginning of year | 2014-12-31 | $1,220,268 |
| Value of fidelity bond covering the plan | 2014-12-31 | $175,000 |
| Other income received | 2014-12-31 | $42,720 |
| Net income (gross income less expenses) | 2014-12-31 | $102,093 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $1,322,361 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $1,220,268 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $68,173 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $8,800 |
| 2013 : THE PETER REMINGTON PROFIT SHARING PLAN 2013 401k financial data |
|---|
| Transfers to/from the plan | 2013-12-31 | $948,634 |
| Total income from all sources | 2013-12-31 | $228,572 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $6,938 |
| Total plan assets at end of year | 2013-12-31 | $1,220,268 |
| Total plan assets at beginning of year | 2013-12-31 | $50,000 |
| Value of fidelity bond covering the plan | 2013-12-31 | $100,000 |
| Other income received | 2013-12-31 | $142,122 |
| Net income (gross income less expenses) | 2013-12-31 | $221,634 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $1,220,268 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $50,000 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $86,450 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $6,938 |
| 2012 : THE PETER REMINGTON PROFIT SHARING PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $50,000 |
| Total plan assets at end of year | 2012-12-31 | $50,000 |
| Value of fidelity bond covering the plan | 2012-12-31 | $100,000 |
| Net income (gross income less expenses) | 2012-12-31 | $50,000 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $50,000 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $50,000 |
| 2020: THE PETER REMINGTON PROFIT SHARING PLAN 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | Plan funding arrangement – Insurance | Yes |
| 2020-01-01 | Plan funding arrangement – Section 412(e)(3) insurance Contracts | Yes |
| 2020-01-01 | Plan funding arrangement – Trust | Yes |
| 2020-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2020-01-01 | Plan benefit arrangement – Section 412(e)(3) insurance Contracts | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
| 2019: THE PETER REMINGTON PROFIT SHARING PLAN 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Plan funding arrangement – Insurance | Yes |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: THE PETER REMINGTON PROFIT SHARING PLAN 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Plan funding arrangement – Insurance | Yes |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: THE PETER REMINGTON PROFIT SHARING PLAN 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Plan funding arrangement – Insurance | Yes |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: THE PETER REMINGTON PROFIT SHARING PLAN 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Plan funding arrangement – Insurance | Yes |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: THE PETER REMINGTON PROFIT SHARING PLAN 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Plan funding arrangement – Insurance | Yes |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: THE PETER REMINGTON PROFIT SHARING PLAN 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Plan funding arrangement – Insurance | Yes |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: THE PETER REMINGTON PROFIT SHARING PLAN 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Plan funding arrangement – Insurance | Yes |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: THE PETER REMINGTON PROFIT SHARING PLAN 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | First time form 5500 has been submitted | Yes |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| METLIFE INVESTORS USA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61050 ) |
| Policy contract number | 3200190492 |
| Policy instance | 2 |
| Insurance contract or identification number | 3200190492 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2020-12-31 | | Total amount of fees paid to insurance company | USD $4,788 | | 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 | | Amount paid for insurance broker fees | 4788 | | Insurance broker organization code? | 2 |
|
| PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 ) |
| Policy contract number | E1303471 |
| Policy instance | 1 |
| Insurance contract or identification number | E1303471 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2020-12-31 | | Total amount of fees paid to insurance company | USD $7,327 | | 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 | | Amount paid for insurance broker fees | 7327 | | Insurance broker organization code? | 7 |
|
| METLIFE INVESTORS USA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61050 ) |
| Policy contract number | 3200190492 |
| Policy instance | 2 |
| Insurance contract or identification number | 3200190492 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 | | 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 | | Insurance broker organization code? | 2 |
|
| PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 ) |
| Policy contract number | E1303471 |
| Policy instance | 1 |
| Insurance contract or identification number | E1303471 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 | | 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 | | Insurance broker organization code? | 7 |
|
| METLIFE INVESTORS USA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61050 ) |
| Policy contract number | 3200190492 |
| Policy instance | 2 |
| Insurance contract or identification number | 3200190492 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | Total amount of commissions paid to insurance broker | USD $6,646 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $6,646 | | Insurance broker organization code? | 2 |
|
| PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 ) |
| Policy contract number | E1303471 |
| Policy instance | 1 |
| Insurance contract or identification number | E1303471 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | Total amount of commissions paid to insurance broker | USD $6,646 | | 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 | | Commission paid to Insurance Broker | USD $6,646 | | Insurance broker organization code? | 7 |
|
| METLIFE INVESTORS USA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61050 ) |
| Policy contract number | 3200190492 |
| Policy instance | 2 |
| Insurance contract or identification number | 3200190492 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Total amount of commissions paid to insurance broker | USD $4,020 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Insurance broker organization code? | 7 | | Commission paid to Insurance Broker | USD $4,020 | | Insurance broker name | MET LIFE INSURANCE COMPANY USA |
|
| PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 ) |
| Policy contract number | E1303471 |
| Policy instance | 1 |
| Insurance contract or identification number | E1303471 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Total amount of commissions paid to insurance broker | USD $1,463 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,463 | | Insurance broker organization code? | 7 | | Insurance broker name | PRUDENTIAL SECURITIES |
|
| METLIFE INVESTORS USA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61050 ) |
| Policy contract number | 3200190492 |
| Policy instance | 2 |
| Insurance contract or identification number | 3200190492 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2015-01-01 | | Insurance policy end date | 2015-12-31 | | Total amount of commissions paid to insurance broker | USD $3,578 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $3,578 | | Insurance broker organization code? | 7 | | Insurance broker name | MET LIFE INSURANCE COMPANY USA |
|
| PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 ) |
| Policy contract number | E1303471 |
| Policy instance | 1 |
| Insurance contract or identification number | E1303471 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2015-01-01 | | Insurance policy end date | 2015-12-31 | | Total amount of commissions paid to insurance broker | USD $1,437 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,437 | | Insurance broker organization code? | 7 | | Insurance broker name | PRUDENTIAL SECURITIES |
|
| METLIFE INVESTORS USA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61050 ) |
| Policy contract number | 3200190492 |
| Policy instance | 2 |
| Insurance contract or identification number | 3200190492 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $3,375 | | 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 guaranteed investment? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 3375 | | Insurance broker organization code? | 4 | | Insurance broker name | |
|
| PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 ) |
| Policy contract number | E1303471 |
| Policy instance | 1 |
| Insurance contract or identification number | E1303471 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $5,425 | | 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 guaranteed investment? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 5425 | | Insurance broker organization code? | 3 | | Insurance broker name | PATRICK OLEARY |
|
| METLIFE INVESTORS USA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61050 ) |
| Policy contract number | 3200190492 |
| Policy instance | 2 |
| Insurance contract or identification number | 3200190492 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | 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 guaranteed investment? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 ) |
| Policy contract number | E1303471 |
| Policy instance | 1 |
| Insurance contract or identification number | E1303471 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | Total amount of commissions paid to insurance broker | USD $261 | | Total amount of fees paid to insurance company | USD $3,654 | | 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 guaranteed investment? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 3654 | | Additional information about fees paid to insurance broker | CONTINGENT DEFERRED SALES CHARGES, ANNUAL MAINTENANCE FEES OR TRASFER | | Insurance broker organization code? | 3 | | Commission paid to Insurance Broker | USD $261 | | Insurance broker name | PATRICK OLEARY |
|
