ST. CHARLES FOOT CARE CENTER, TERRY GAMACHE DPM, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan ST. CHARLES FOOT CARE CENTER, TERRY L. GAMACHE DPM SAVINGS AND PROFIT SHARING TRUST
401k plan membership statisitcs for ST. CHARLES FOOT CARE CENTER, TERRY L. GAMACHE DPM SAVINGS AND PROFIT SHARING TRUST
| Measure | Date | Value |
|---|
| 2019: ST. CHARLES FOOT CARE CENTER, TERRY L. GAMACHE DPM SAVINGS AND PROFIT SHARING TRUST 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-06-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-06-01 | 0 |
| Number of retired or separated participants receiving benefits | 2019-06-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2019-06-01 | 0 |
| Total of all active and inactive participants | 2019-06-01 | 0 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-06-01 | 0 |
| Total participants | 2019-06-01 | 0 |
| Number of participants with account balances | 2019-06-01 | 0 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-06-01 | 0 |
| 2018: ST. CHARLES FOOT CARE CENTER, TERRY L. GAMACHE DPM SAVINGS AND PROFIT SHARING TRUST 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-06-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-06-01 | 0 |
| Number of retired or separated participants receiving benefits | 2018-06-01 | 2 |
| Number of other retired or separated participants entitled to future benefits | 2018-06-01 | 0 |
| Total of all active and inactive participants | 2018-06-01 | 2 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-06-01 | 0 |
| Total participants | 2018-06-01 | 2 |
| Number of participants with account balances | 2018-06-01 | 2 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-06-01 | 0 |
| 2017: ST. CHARLES FOOT CARE CENTER, TERRY L. GAMACHE DPM SAVINGS AND PROFIT SHARING TRUST 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-06-01 | 4 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-06-01 | 0 |
| Number of retired or separated participants receiving benefits | 2017-06-01 | 3 |
| Total of all active and inactive participants | 2017-06-01 | 3 |
| Total participants | 2017-06-01 | 3 |
| Number of participants with account balances | 2017-06-01 | 3 |
| 2016: ST. CHARLES FOOT CARE CENTER, TERRY L. GAMACHE DPM SAVINGS AND PROFIT SHARING TRUST 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-06-01 | 6 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-06-01 | 2 |
| Number of retired or separated participants receiving benefits | 2016-06-01 | 2 |
| Total of all active and inactive participants | 2016-06-01 | 4 |
| Total participants | 2016-06-01 | 4 |
| Number of participants with account balances | 2016-06-01 | 4 |
| 2015: ST. CHARLES FOOT CARE CENTER, TERRY L. GAMACHE DPM SAVINGS AND PROFIT SHARING TRUST 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-06-01 | 6 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-06-01 | 4 |
| Number of retired or separated participants receiving benefits | 2015-06-01 | 2 |
| Total of all active and inactive participants | 2015-06-01 | 6 |
| Total participants | 2015-06-01 | 6 |
| Number of participants with account balances | 2015-06-01 | 6 |
| 2014: ST. CHARLES FOOT CARE CENTER, TERRY L. GAMACHE DPM SAVINGS AND PROFIT SHARING TRUST 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-06-01 | 6 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-06-01 | 4 |
| Number of retired or separated participants receiving benefits | 2014-06-01 | 2 |
| Total of all active and inactive participants | 2014-06-01 | 6 |
| Total participants | 2014-06-01 | 6 |
| Number of participants with account balances | 2014-06-01 | 6 |
| 2013: ST. CHARLES FOOT CARE CENTER, TERRY L. GAMACHE DPM SAVINGS AND PROFIT SHARING TRUST 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-06-01 | 7 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-06-01 | 3 |
| Number of retired or separated participants receiving benefits | 2013-06-01 | 3 |
| Total of all active and inactive participants | 2013-06-01 | 6 |
| Total participants | 2013-06-01 | 6 |
| Number of participants with account balances | 2013-06-01 | 6 |
| 2012: ST. CHARLES FOOT CARE CENTER, TERRY L. GAMACHE DPM SAVINGS AND PROFIT SHARING TRUST 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-06-01 | 7 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-06-01 | 3 |
| Number of retired or separated participants receiving benefits | 2012-06-01 | 4 |
| Total of all active and inactive participants | 2012-06-01 | 7 |
| Total participants | 2012-06-01 | 7 |
| Number of participants with account balances | 2012-06-01 | 7 |
| 2011: ST. CHARLES FOOT CARE CENTER, TERRY L. GAMACHE DPM SAVINGS AND PROFIT SHARING TRUST 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-06-01 | 8 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-06-01 | 3 |
| Number of retired or separated participants receiving benefits | 2011-06-01 | 4 |
| Total of all active and inactive participants | 2011-06-01 | 7 |
| Total participants | 2011-06-01 | 7 |
| Number of participants with account balances | 2011-06-01 | 7 |
| 2009: ST. CHARLES FOOT CARE CENTER, TERRY L. GAMACHE DPM SAVINGS AND PROFIT SHARING TRUST 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-06-01 | 8 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-06-01 | 4 |
| Number of retired or separated participants receiving benefits | 2009-06-01 | 4 |
| Total of all active and inactive participants | 2009-06-01 | 8 |
| Total participants | 2009-06-01 | 8 |
| Number of participants with account balances | 2009-06-01 | 8 |
| Measure | Date | Value |
|---|
| 2020 : ST. CHARLES FOOT CARE CENTER, TERRY L. GAMACHE DPM SAVINGS AND PROFIT SHARING TRUST 2020 401k financial data |
|---|
| Transfers to/from the plan | 2020-05-31 | $-717,248 |
| Total income from all sources | 2020-05-31 | $6,839 |
| Expenses. Total of all expenses incurred | 2020-05-31 | $3,468 |
| Total plan assets at end of year | 2020-05-31 | $0 |
| Total plan assets at beginning of year | 2020-05-31 | $713,877 |
| Other income received | 2020-05-31 | $6,839 |
| Net income (gross income less expenses) | 2020-05-31 | $3,371 |
| Net plan assets at end of year (total assets less liabilities) | 2020-05-31 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-05-31 | $713,877 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-05-31 | $3,468 |
| 2019 : ST. CHARLES FOOT CARE CENTER, TERRY L. GAMACHE DPM SAVINGS AND PROFIT SHARING TRUST 2019 401k financial data |
|---|
| Total plan liabilities at beginning of year | 2019-05-31 | $888 |
| Total income from all sources | 2019-05-31 | $-36,406 |
| Expenses. Total of all expenses incurred | 2019-05-31 | $33,712 |
| Benefits paid (including direct rollovers) | 2019-05-31 | $29,124 |
| Total plan assets at end of year | 2019-05-31 | $713,877 |
| Total plan assets at beginning of year | 2019-05-31 | $784,883 |
| Other income received | 2019-05-31 | $-36,406 |
| Net income (gross income less expenses) | 2019-05-31 | $-70,118 |
| Net plan assets at end of year (total assets less liabilities) | 2019-05-31 | $713,877 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-05-31 | $783,995 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-05-31 | $4,588 |
| 2018 : ST. CHARLES FOOT CARE CENTER, TERRY L. GAMACHE DPM SAVINGS AND PROFIT SHARING TRUST 2018 401k financial data |
|---|
| Total plan liabilities at end of year | 2018-05-31 | $888 |
| Total plan liabilities at beginning of year | 2018-05-31 | $888 |
| Total income from all sources | 2018-05-31 | $68,846 |
| Expenses. Total of all expenses incurred | 2018-05-31 | $30,185 |
| Benefits paid (including direct rollovers) | 2018-05-31 | $25,657 |
| Total plan assets at end of year | 2018-05-31 | $784,883 |
| Total plan assets at beginning of year | 2018-05-31 | $746,222 |
| Other income received | 2018-05-31 | $68,846 |
| Net income (gross income less expenses) | 2018-05-31 | $38,661 |
| Net plan assets at end of year (total assets less liabilities) | 2018-05-31 | $783,995 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-05-31 | $745,334 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-05-31 | $4,528 |
| 2017 : ST. CHARLES FOOT CARE CENTER, TERRY L. GAMACHE DPM SAVINGS AND PROFIT SHARING TRUST 2017 401k financial data |
|---|
| Total plan liabilities at end of year | 2017-05-31 | $888 |
| Total plan liabilities at beginning of year | 2017-05-31 | $888 |
| Total income from all sources | 2017-05-31 | $83,763 |
| Expenses. Total of all expenses incurred | 2017-05-31 | $47,700 |
| Benefits paid (including direct rollovers) | 2017-05-31 | $43,177 |
| Total plan assets at end of year | 2017-05-31 | $746,222 |
| Total plan assets at beginning of year | 2017-05-31 | $710,159 |
| Other income received | 2017-05-31 | $76,263 |
| Net income (gross income less expenses) | 2017-05-31 | $36,063 |
| Net plan assets at end of year (total assets less liabilities) | 2017-05-31 | $745,334 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-05-31 | $709,271 |
| Total contributions received or receivable from employer(s) | 2017-05-31 | $7,500 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-05-31 | $4,523 |
| 2016 : ST. CHARLES FOOT CARE CENTER, TERRY L. GAMACHE DPM SAVINGS AND PROFIT SHARING TRUST 2016 401k financial data |
|---|
| Total plan liabilities at end of year | 2016-05-31 | $888 |
| Total plan liabilities at beginning of year | 2016-05-31 | $888 |
| Total income from all sources | 2016-05-31 | $-19,450 |
| Expenses. Total of all expenses incurred | 2016-05-31 | $27,303 |
| Benefits paid (including direct rollovers) | 2016-05-31 | $22,725 |
| Total plan assets at end of year | 2016-05-31 | $710,159 |
| Total plan assets at beginning of year | 2016-05-31 | $756,912 |
| Other income received | 2016-05-31 | $-29,450 |
| Net income (gross income less expenses) | 2016-05-31 | $-46,753 |
| Net plan assets at end of year (total assets less liabilities) | 2016-05-31 | $709,271 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-05-31 | $756,024 |
| Total contributions received or receivable from employer(s) | 2016-05-31 | $10,000 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-05-31 | $4,578 |
| 2015 : ST. CHARLES FOOT CARE CENTER, TERRY L. GAMACHE DPM SAVINGS AND PROFIT SHARING TRUST 2015 401k financial data |
|---|
| Total plan liabilities at end of year | 2015-05-31 | $888 |
| Total plan liabilities at beginning of year | 2015-05-31 | $888 |
| Total income from all sources | 2015-05-31 | $19,644 |
| Expenses. Total of all expenses incurred | 2015-05-31 | $31,216 |
| Benefits paid (including direct rollovers) | 2015-05-31 | $25,090 |
| Total plan assets at end of year | 2015-05-31 | $756,912 |
| Total plan assets at beginning of year | 2015-05-31 | $768,484 |
| Other income received | 2015-05-31 | $15,575 |
| Net income (gross income less expenses) | 2015-05-31 | $-11,572 |
| Net plan assets at end of year (total assets less liabilities) | 2015-05-31 | $756,024 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-05-31 | $767,596 |
| Total contributions received or receivable from employer(s) | 2015-05-31 | $4,069 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-05-31 | $6,126 |
| 2014 : ST. CHARLES FOOT CARE CENTER, TERRY L. GAMACHE DPM SAVINGS AND PROFIT SHARING TRUST 2014 401k financial data |
|---|
| Total plan liabilities at end of year | 2014-05-31 | $888 |
| Total plan liabilities at beginning of year | 2014-05-31 | $888 |
| Total income from all sources | 2014-05-31 | $72,275 |
| Expenses. Total of all expenses incurred | 2014-05-31 | $15,527 |
| Benefits paid (including direct rollovers) | 2014-05-31 | $9,417 |
| Total plan assets at end of year | 2014-05-31 | $768,484 |
| Total plan assets at beginning of year | 2014-05-31 | $711,736 |
| Other income received | 2014-05-31 | $72,275 |
| Net income (gross income less expenses) | 2014-05-31 | $56,748 |
| Net plan assets at end of year (total assets less liabilities) | 2014-05-31 | $767,596 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-05-31 | $710,848 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-05-31 | $6,110 |
| 2013 : ST. CHARLES FOOT CARE CENTER, TERRY L. GAMACHE DPM SAVINGS AND PROFIT SHARING TRUST 2013 401k financial data |
|---|
| Total plan liabilities at end of year | 2013-05-31 | $888 |
| Total plan liabilities at beginning of year | 2013-05-31 | $888 |
| Total income from all sources | 2013-05-31 | $80,468 |
| Expenses. Total of all expenses incurred | 2013-05-31 | $5,838 |
| Total plan assets at end of year | 2013-05-31 | $711,736 |
| Total plan assets at beginning of year | 2013-05-31 | $637,106 |
| Other income received | 2013-05-31 | $80,468 |
| Net income (gross income less expenses) | 2013-05-31 | $74,630 |
| Net plan assets at end of year (total assets less liabilities) | 2013-05-31 | $710,848 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-05-31 | $636,218 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-05-31 | $5,838 |
| 2012 : ST. CHARLES FOOT CARE CENTER, TERRY L. GAMACHE DPM SAVINGS AND PROFIT SHARING TRUST 2012 401k financial data |
|---|
| Total plan liabilities at end of year | 2012-05-31 | $888 |
| Total plan liabilities at beginning of year | 2012-05-31 | $888 |
| Total income from all sources | 2012-05-31 | $-30,075 |
| Expenses. Total of all expenses incurred | 2012-05-31 | $26,579 |
| Benefits paid (including direct rollovers) | 2012-05-31 | $21,124 |
| Total plan assets at end of year | 2012-05-31 | $637,106 |
| Total plan assets at beginning of year | 2012-05-31 | $693,760 |
| Other income received | 2012-05-31 | $-30,075 |
| Net income (gross income less expenses) | 2012-05-31 | $-56,654 |
| Net plan assets at end of year (total assets less liabilities) | 2012-05-31 | $636,218 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-05-31 | $692,872 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-05-31 | $5,455 |
| 2011 : ST. CHARLES FOOT CARE CENTER, TERRY L. GAMACHE DPM SAVINGS AND PROFIT SHARING TRUST 2011 401k financial data |
|---|
| Total plan liabilities at end of year | 2011-05-31 | $888 |
| Total plan liabilities at beginning of year | 2011-05-31 | $888 |
| Total income from all sources | 2011-05-31 | $101,526 |
| Expenses. Total of all expenses incurred | 2011-05-31 | $5,250 |
| Total plan assets at end of year | 2011-05-31 | $693,760 |
| Total plan assets at beginning of year | 2011-05-31 | $597,484 |
| Other income received | 2011-05-31 | $101,526 |
| Net income (gross income less expenses) | 2011-05-31 | $96,276 |
| Net plan assets at end of year (total assets less liabilities) | 2011-05-31 | $692,872 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-05-31 | $596,596 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-05-31 | $5,250 |
| 2019: ST. CHARLES FOOT CARE CENTER, TERRY L. GAMACHE DPM SAVINGS AND PROFIT SHARING TRUST 2019 form 5500 responses |
|---|
| 2019-06-01 | Type of plan entity | Single employer plan |
| 2019-06-01 | This submission is the final filing | Yes |
| 2019-06-01 | Plan funding arrangement – Insurance | Yes |
| 2019-06-01 | Plan funding arrangement – Trust | Yes |
| 2019-06-01 | Plan benefit arrangement - Trust | Yes |
| 2018: ST. CHARLES FOOT CARE CENTER, TERRY L. GAMACHE DPM SAVINGS AND PROFIT SHARING TRUST 2018 form 5500 responses |
|---|
| 2018-06-01 | Type of plan entity | Single employer plan |
| 2018-06-01 | Plan funding arrangement – Insurance | Yes |
| 2018-06-01 | Plan funding arrangement – Trust | Yes |
| 2018-06-01 | Plan benefit arrangement - Trust | Yes |
| 2017: ST. CHARLES FOOT CARE CENTER, TERRY L. GAMACHE DPM SAVINGS AND PROFIT SHARING TRUST 2017 form 5500 responses |
|---|
| 2017-06-01 | Type of plan entity | Single employer plan |
| 2017-06-01 | Plan funding arrangement – Trust | Yes |
| 2017-06-01 | Plan benefit arrangement - Trust | Yes |
| 2016: ST. CHARLES FOOT CARE CENTER, TERRY L. GAMACHE DPM SAVINGS AND PROFIT SHARING TRUST 2016 form 5500 responses |
|---|
| 2016-06-01 | Type of plan entity | Single employer plan |
| 2016-06-01 | Plan funding arrangement – Trust | Yes |
| 2016-06-01 | Plan benefit arrangement - Trust | Yes |
| 2015: ST. CHARLES FOOT CARE CENTER, TERRY L. GAMACHE DPM SAVINGS AND PROFIT SHARING TRUST 2015 form 5500 responses |
|---|
| 2015-06-01 | Type of plan entity | Single employer plan |
| 2015-06-01 | Plan funding arrangement – Trust | Yes |
| 2015-06-01 | Plan benefit arrangement - Trust | Yes |
| 2014: ST. CHARLES FOOT CARE CENTER, TERRY L. GAMACHE DPM SAVINGS AND PROFIT SHARING TRUST 2014 form 5500 responses |
|---|
| 2014-06-01 | Type of plan entity | Single employer plan |
| 2014-06-01 | Plan funding arrangement – Trust | Yes |
| 2014-06-01 | Plan benefit arrangement - Trust | Yes |
| 2013: ST. CHARLES FOOT CARE CENTER, TERRY L. GAMACHE DPM SAVINGS AND PROFIT SHARING TRUST 2013 form 5500 responses |
|---|
| 2013-06-01 | Type of plan entity | Single employer plan |
| 2013-06-01 | Plan funding arrangement – Trust | Yes |
| 2013-06-01 | Plan benefit arrangement - Trust | Yes |
| 2012: ST. CHARLES FOOT CARE CENTER, TERRY L. GAMACHE DPM SAVINGS AND PROFIT SHARING TRUST 2012 form 5500 responses |
|---|
| 2012-06-01 | Type of plan entity | Single employer plan |
| 2012-06-01 | Plan funding arrangement – Trust | Yes |
| 2012-06-01 | Plan benefit arrangement - Trust | Yes |
| 2011: ST. CHARLES FOOT CARE CENTER, TERRY L. GAMACHE DPM SAVINGS AND PROFIT SHARING TRUST 2011 form 5500 responses |
|---|
| 2011-06-01 | Type of plan entity | Single employer plan |
| 2011-06-01 | Plan funding arrangement – Trust | Yes |
| 2011-06-01 | Plan benefit arrangement - Trust | Yes |
| 2009: ST. CHARLES FOOT CARE CENTER, TERRY L. GAMACHE DPM SAVINGS AND PROFIT SHARING TRUST 2009 form 5500 responses |
|---|
| 2009-06-01 | Type of plan entity | Single employer plan |
| 2009-06-01 | This submission is the final filing | No |
| 2009-06-01 | Plan funding arrangement – Trust | Yes |
| 2009-06-01 | Plan benefit arrangement - Trust | Yes |
| DELAWARE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79065 ) |
| Policy contract number | 507607600031664 |
| Policy instance | 1 |
| Insurance contract or identification number | 507607600031664 | | Insurance policy start date | 2019-06-01 | | Insurance policy end date | 2020-05-31 | | Total amount of commissions paid to insurance broker | USD $30 | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or 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 $30 | | Insurance broker organization code? | 4 |
|
| DELAWARE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79065 ) |
| Policy contract number | 507607600031664 |
| Policy instance | 1 |
| Insurance contract or identification number | 507607600031664 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | Total amount of commissions paid to insurance broker | USD $126 | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or 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 $126 | | Insurance broker organization code? | 4 |
|
| DELAWARE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79065 ) |
| Policy contract number | 507607600031664 |
| Policy instance | 1 |
| Insurance contract or identification number | 507607600031664 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Total amount of commissions paid to insurance broker | USD $114 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or 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 $114 | | Insurance broker organization code? | 4 | | Insurance broker name | BARRY G. DOLGIN |
|
| DELAWARE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79065 ) |
| Policy contract number | 507607600031664 |
| Policy instance | 1 |
| Insurance contract or identification number | 507607600031664 | | Insurance policy start date | 2015-01-01 | | Insurance policy end date | 2015-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or 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? | 4 | | Insurance broker name | BARRY G. DOLGIN |
|
| SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 79065 ) |
| Policy contract number | 7600-031664 |
| Policy instance | 1 |
| Insurance contract or identification number | 7600-031664 | | Insurance policy start date | 2014-07-01 | | Insurance policy end date | 2015-07-01 | | 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 contract types other than deposit administration, immediate participation guarantee or 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? | 4 | | Insurance broker name | BARRY G. DOLGIN |
|
| SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 79065 ) |
| Policy contract number | 7600-031664 |
| Policy instance | 1 |
| Insurance contract or identification number | 7600-031664 | | Insurance policy start date | 2013-07-01 | | Insurance policy end date | 2014-07-01 | | 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 contract types other than deposit administration, immediate participation guarantee or 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? | 4 | | Insurance broker name | BARRY G. DOLGIN |
|
| SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 79065 ) |
| Policy contract number | 7600-031664 |
| Policy instance | 1 |
| Insurance contract or identification number | 7600-031664 | | Insurance policy start date | 2012-07-01 | | Insurance policy end date | 2013-07-01 | | Total amount of commissions paid to insurance broker | USD $5 | | 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 contract types other than deposit administration, immediate participation guarantee or 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 $5 | | Insurance broker organization code? | 4 | | Insurance broker name | BARRY G. DOLGIN |
|
| SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 79065 ) |
| Policy contract number | 7600-031664 |
| Policy instance | 1 |
| Insurance contract or identification number | 7600-031664 | | Insurance policy start date | 2011-07-01 | | Insurance policy end date | 2012-07-01 | | Total amount of commissions paid to insurance broker | USD $16 | | 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 contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 79065 ) |
| Policy contract number | 7600-031664 |
| Policy instance | 1 |
| Insurance contract or identification number | 7600-031664 | | Insurance policy start date | 2010-07-01 | | Insurance policy end date | 2011-07-01 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $30 | | 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 contract types other than deposit administration, immediate participation guarantee or 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 | 30 | | Insurance broker organization code? | 4 | | Insurance broker name | PRUDENTIAL PSI |
|
