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COMMUNITY MEMORIAL HEALTHCENTER RETIREMENT SAVINGS PLAN 401k Plan overview

Plan NameCOMMUNITY MEMORIAL HEALTHCENTER RETIREMENT SAVINGS PLAN
Plan identification number 001

COMMUNITY MEMORIAL HEALTHCENTER RETIREMENT SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

COMMUNITY MEMORIAL HEALTHCENTER has sponsored the creation of one or more 401k plans.

Company Name:COMMUNITY MEMORIAL HEALTHCENTER
Employer identification number (EIN):540551711
NAIC Classification:622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan COMMUNITY MEMORIAL HEALTHCENTER RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012015-07-01W. SCOTT BURNETTE2016-05-23
0012014-07-01SCOTT BURNETTE SCOTT BURNETTE2015-07-06
0012014-07-01W. SCOTT BURNETTE
0012013-07-01W. SCOTT BURNETTE
0012012-07-01W. SCOTT BURNETTE
0012012-01-01W. SCOTT BURNETTE
0012011-01-01W. SCOTT BURNETTE
0012010-01-01W. SCOTT BURNETTE
0012009-01-01W. SCOTT BURNETTE
0012009-01-01BARRY NATEMAN BARRY NATEMAN2010-10-22
0012009-01-01 BARRY NATEMAN2010-10-19

Plan Statistics for COMMUNITY MEMORIAL HEALTHCENTER RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for COMMUNITY MEMORIAL HEALTHCENTER RETIREMENT SAVINGS PLAN

Measure Date Value
2014: COMMUNITY MEMORIAL HEALTHCENTER RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-01922
Total number of active participants reported on line 7a of the Form 55002014-07-010
Number of retired or separated participants receiving benefits2014-07-010
Number of other retired or separated participants entitled to future benefits2014-07-010
Total of all active and inactive participants2014-07-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-010
Total participants2014-07-010
Number of participants with account balances2014-07-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-010
2013: COMMUNITY MEMORIAL HEALTHCENTER RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-01996
Total number of active participants reported on line 7a of the Form 55002013-07-01833
Number of retired or separated participants receiving benefits2013-07-0110
Number of other retired or separated participants entitled to future benefits2013-07-01115
Total of all active and inactive participants2013-07-01958
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-010
Total participants2013-07-01958
Number of participants with account balances2013-07-01922
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-01617
2012: COMMUNITY MEMORIAL HEALTHCENTER RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-011,014
Total number of active participants reported on line 7a of the Form 55002012-07-01678
Number of retired or separated participants receiving benefits2012-07-0112
Number of other retired or separated participants entitled to future benefits2012-07-01300
Total of all active and inactive participants2012-07-01990
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-016
Total participants2012-07-01996
Number of participants with account balances2012-07-01754
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-015
Total participants, beginning-of-year2012-01-011,104
Total number of active participants reported on line 7a of the Form 55002012-01-01741
Number of retired or separated participants receiving benefits2012-01-0110
Number of other retired or separated participants entitled to future benefits2012-01-01257
Total of all active and inactive participants2012-01-011,008
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-016
Total participants2012-01-011,014
Number of participants with account balances2012-01-01775
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-016
2011: COMMUNITY MEMORIAL HEALTHCENTER RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011,029
Total number of active participants reported on line 7a of the Form 55002011-01-01768
Number of retired or separated participants receiving benefits2011-01-018
Number of other retired or separated participants entitled to future benefits2011-01-01234
Total of all active and inactive participants2011-01-011,010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-015
Total participants2011-01-011,015
Number of participants with account balances2011-01-01767
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0115
2010: COMMUNITY MEMORIAL HEALTHCENTER RETIREMENT SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01798
Total number of active participants reported on line 7a of the Form 55002010-01-01839
Number of retired or separated participants receiving benefits2010-01-015
Number of other retired or separated participants entitled to future benefits2010-01-01190
Total of all active and inactive participants2010-01-011,034
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-011
Total participants2010-01-011,035
Number of participants with account balances2010-01-01782
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-01471
2009: COMMUNITY MEMORIAL HEALTHCENTER RETIREMENT SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-011,238
Total number of active participants reported on line 7a of the Form 55002009-01-011,069
Number of retired or separated participants receiving benefits2009-01-016
Number of other retired or separated participants entitled to future benefits2009-01-01144
Total of all active and inactive participants2009-01-011,219
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-012
Total participants2009-01-011,221
Number of participants with account balances2009-01-01847
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0131

Financial Data on COMMUNITY MEMORIAL HEALTHCENTER RETIREMENT SAVINGS PLAN

Measure Date Value
2015 : COMMUNITY MEMORIAL HEALTHCENTER RETIREMENT SAVINGS PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total income from all sources (including contributions)2015-06-30$-19,641
Total loss/gain on sale of assets2015-06-30$0
Total of all expenses incurred2015-06-30$18,267,107
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$18,251,614
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$27,356
Value of total assets at end of year2015-06-30$42,545
Value of total assets at beginning of year2015-06-30$18,329,293
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$15,493
Total interest from all sources2015-06-30$-4,940
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$3,121
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2015-06-30$3,121
Administrative expenses professional fees incurred2015-06-30$14,868
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$1,000,000
If this is an individual account plan, was there a blackout period2015-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-06-30$0
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Contributions received from participants2015-06-30$27,356
Participant contributions at end of year2015-06-30$7,446
Participant contributions at beginning of year2015-06-30$252,221
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-06-30$17,636,896
Administrative expenses (other) incurred2015-06-30$300
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$-18,286,748
Value of net assets at end of year (total assets less liabilities)2015-06-30$42,545
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$18,329,293
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-06-30$9,438,577
Interest on participant loans2015-06-30$33
Interest earned on other investments2015-06-30$-4,973
Value of interest in common/collective trusts at beginning of year2015-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-06-30$35,099
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-06-30$8,638,495
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-06-30$-45,178
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30No
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$614,718
Contract administrator fees2015-06-30$325
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30Yes
Opinion of an independent qualified public accountant for this plan2015-06-30Disclaimer
Accountancy firm name2015-06-30BROWN, EDWARDS & COMPANY, LLP
Accountancy firm EIN2015-06-30540504608
2014 : COMMUNITY MEMORIAL HEALTHCENTER RETIREMENT SAVINGS PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-12$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-12$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-12$0
Total income from all sources (including contributions)2014-12-12$-21,823
Total loss/gain on sale of assets2014-12-12$0
Total of all expenses incurred2014-12-12$18,201,577
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-12$18,186,084
Expenses. Certain deemed distributions of participant loans2014-12-12$0
Value of total corrective distributions2014-12-12$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-12$27,356
Value of total assets at end of year2014-12-12$0
Value of total assets at beginning of year2014-12-12$18,223,400
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-12$15,493
Total interest from all sources2014-12-12$-7,122
Total dividends received (eg from common stock, registered investment company shares)2014-12-12$3,121
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-12Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2014-12-12$0
Total dividends received from registered investment company shares (eg mutual funds)2014-12-12$3,121
Administrative expenses professional fees incurred2014-12-12$14,868
Was this plan covered by a fidelity bond2014-12-12Yes
Value of fidelity bond cover2014-12-12$10,000,000
If this is an individual account plan, was there a blackout period2014-12-12Yes
Were there any nonexempt tranactions with any party-in-interest2014-12-12No
Contributions received from participants2014-12-12$27,356
Participant contributions at end of year2014-12-12$0
Participant contributions at beginning of year2014-12-12$241,064
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-12-12$17,636,896
Administrative expenses (other) incurred2014-12-12$300
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-12No
Value of net income/loss2014-12-12$-18,223,400
Value of net assets at end of year (total assets less liabilities)2014-12-12$0
Value of net assets at beginning of year (total assets less liabilities)2014-12-12$18,223,400
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-12No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-12No
Were any leases to which the plan was party in default or uncollectible2014-12-12No
Investment advisory and management fees2014-12-12$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-12$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-12$9,438,577
Interest on participant loans2014-12-12$33
Interest earned on other investments2014-12-12$-7,155
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-12$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-12$8,543,759
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-12$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-12$-45,178
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-12No
Was there a failure to transmit to the plan any participant contributions2014-12-12No
Has the plan failed to provide any benefit when due under the plan2014-12-12No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-12$549,188
Contract administrator fees2014-12-12$325
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-12Yes
Did the plan have assets held for investment2014-12-12No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-12No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-12Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-12Yes
Opinion of an independent qualified public accountant for this plan2014-12-12Disclaimer
Accountancy firm name2014-12-12BROWN, EDWARDS & COMPANY, L.L.P.
Accountancy firm EIN2014-12-12540504608
Total unrealized appreciation/depreciation of assets2014-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total income from all sources (including contributions)2014-06-30$2,524,364
Total loss/gain on sale of assets2014-06-30$0
Total of all expenses incurred2014-06-30$1,020,287
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$1,001,537
Expenses. Certain deemed distributions of participant loans2014-06-30$5,100
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$855,857
Value of total assets at end of year2014-06-30$18,223,400
Value of total assets at beginning of year2014-06-30$16,719,323
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$13,650
Total interest from all sources2014-06-30$260,674
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$572,407
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2014-06-30$0
Total dividends received from registered investment company shares (eg mutual funds)2014-06-30$572,407
Administrative expenses professional fees incurred2014-06-30$8,750
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$1,000,000
If this is an individual account plan, was there a blackout period2014-06-30Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-06-30$0
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Contributions received from participants2014-06-30$734,223
Participant contributions at end of year2014-06-30$241,064
Participant contributions at beginning of year2014-06-30$203,756
Income. Received or receivable in cash from other sources (including rollovers)2014-06-30$121,634
Other income not declared elsewhere2014-06-30$-22,401
Administrative expenses (other) incurred2014-06-30$150
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$1,504,077
Value of net assets at end of year (total assets less liabilities)2014-06-30$18,223,400
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$16,719,323
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-06-30$9,438,577
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-06-30$7,518,861
Interest on participant loans2014-06-30$11,334
Interest earned on other investments2014-06-30$249,340
Value of interest in common/collective trusts at end of year2014-06-30$0
Value of interest in common/collective trusts at beginning of year2014-06-30$618,917
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-06-30$8,543,759
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-06-30$8,377,789
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-06-30$826,456
Net investment gain or loss from common/collective trusts2014-06-30$31,371
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30No
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Contributions received in cash from employer2014-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$1,001,537
Contract administrator fees2014-06-30$4,750
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-06-30Yes
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30Yes
Opinion of an independent qualified public accountant for this plan2014-06-30Disclaimer
Accountancy firm name2014-06-30BROWN, EDWARDS & COMPANY, L.L.P.
Accountancy firm EIN2014-06-30540504608
2013 : COMMUNITY MEMORIAL HEALTHCENTER RETIREMENT SAVINGS PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total income from all sources (including contributions)2013-06-30$2,061,707
Total loss/gain on sale of assets2013-06-30$0
Total of all expenses incurred2013-06-30$1,084,797
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$1,063,851
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$741,884
Value of total assets at end of year2013-06-30$16,719,323
Value of total assets at beginning of year2013-06-30$15,742,413
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$20,946
Total interest from all sources2013-06-30$253,959
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$216,733
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2013-06-30$216,733
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$1,000,000
If this is an individual account plan, was there a blackout period2013-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-06-30$0
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Contributions received from participants2013-06-30$727,530
Participant contributions at end of year2013-06-30$203,756
Participant contributions at beginning of year2013-06-30$235,923
Income. Received or receivable in cash from other sources (including rollovers)2013-06-30$14,354
Administrative expenses (other) incurred2013-06-30$20,946
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$976,910
Value of net assets at end of year (total assets less liabilities)2013-06-30$16,719,323
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$15,742,413
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-06-30$7,518,861
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-06-30$6,816,360
Interest on participant loans2013-06-30$10,327
Interest earned on other investments2013-06-30$243,632
Value of interest in common/collective trusts at end of year2013-06-30$618,917
Value of interest in common/collective trusts at beginning of year2013-06-30$509,903
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-06-30$8,377,789
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-06-30$8,180,227
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-06-30$762,060
Net investment gain or loss from common/collective trusts2013-06-30$87,071
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30No
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$1,063,851
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30Yes
Opinion of an independent qualified public accountant for this plan2013-06-30Disclaimer
Accountancy firm name2013-06-30BROWN, EDWARDS & COMPANY, L.L.P.
Accountancy firm EIN2013-06-30540504608
2012 : COMMUNITY MEMORIAL HEALTHCENTER RETIREMENT SAVINGS PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total income from all sources (including contributions)2012-06-30$1,030,830
Total loss/gain on sale of assets2012-06-30$0
Total of all expenses incurred2012-06-30$1,129,485
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$1,126,935
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$398,075
Value of total assets at end of year2012-06-30$15,742,413
Value of total assets at beginning of year2012-06-30$15,841,068
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$2,550
Total interest from all sources2012-06-30$126,681
Total dividends received (eg from common stock, registered investment company shares)2012-06-30$56,478
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2012-06-30$56,478
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$1,000,000
If this is an individual account plan, was there a blackout period2012-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-06-30$0
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Contributions received from participants2012-06-30$398,075
Participant contributions at end of year2012-06-30$235,923
Participant contributions at beginning of year2012-06-30$241,427
Income. Received or receivable in cash from other sources (including rollovers)2012-06-30$0
Administrative expenses (other) incurred2012-06-30$2,550
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$-98,655
Value of net assets at end of year (total assets less liabilities)2012-06-30$15,742,413
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$15,841,068
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-06-30$6,816,360
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-06-30$6,795,154
Interest on participant loans2012-06-30$6,369
Interest earned on other investments2012-06-30$120,312
Value of interest in common/collective trusts at end of year2012-06-30$509,903
Value of interest in common/collective trusts at beginning of year2012-06-30$432,925
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-06-30$8,180,227
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-06-30$8,371,562
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-06-30$411,205
Net investment gain/loss from pooled separate accounts2012-06-30$38,391
Net investment gain or loss from common/collective trusts2012-06-30$38,391
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30No
Was there a failure to transmit to the plan any participant contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Contributions received in cash from employer2012-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$1,126,935
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30Yes
Opinion of an independent qualified public accountant for this plan2012-06-30Disclaimer
Accountancy firm name2012-06-30BROWN, EDWARDS & COMPANY, L.L.P.
Accountancy firm EIN2012-06-30540504608
2011 : COMMUNITY MEMORIAL HEALTHCENTER RETIREMENT SAVINGS PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$1,230,833
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$633,602
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$627,859
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,179,521
Value of total assets at end of year2011-12-31$15,966,083
Value of total assets at beginning of year2011-12-31$15,368,852
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$5,743
Total interest from all sources2011-12-31$255,942
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$206,849
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$206,849
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$904,513
Participant contributions at end of year2011-12-31$263,235
Participant contributions at beginning of year2011-12-31$297,517
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$275,008
Administrative expenses (other) incurred2011-12-31$5,659
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$597,231
Value of net assets at end of year (total assets less liabilities)2011-12-31$15,966,083
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$15,368,852
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$6,795,154
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$6,677,068
Interest on participant loans2011-12-31$13,442
Interest earned on other investments2011-12-31$242,500
Value of interest in common/collective trusts at end of year2011-12-31$432,925
Value of interest in common/collective trusts at beginning of year2011-12-31$444,229
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$8,474,769
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$7,950,038
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-410,594
Net investment gain or loss from common/collective trusts2011-12-31$-885
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$627,859
Contract administrator fees2011-12-31$5,743
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31BROWN EDWARDS AND COMPANY, L.L.P.
Accountancy firm EIN2011-12-31540504608
2010 : COMMUNITY MEMORIAL HEALTHCENTER RETIREMENT SAVINGS PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$2,026,555
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$871,889
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$866,523
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$987,990
Value of total assets at end of year2010-12-31$15,368,852
Value of total assets at beginning of year2010-12-31$14,214,186
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$5,366
Total interest from all sources2010-12-31$288,483
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$969,280
Participant contributions at end of year2010-12-31$297,517
Participant contributions at beginning of year2010-12-31$264,885
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$18,710
Other income not declared elsewhere2010-12-31$269,782
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$1,154,666
Value of net assets at end of year (total assets less liabilities)2010-12-31$15,368,852
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$14,214,186
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$6,677,068
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$5,654,346
Value of interest in pooled separate accounts at end of year2010-12-31$444,229
Value of interest in pooled separate accounts at beginning of year2010-12-31$330,313
Interest on participant loans2010-12-31$13,335
Interest earned on other investments2010-12-31$275,148
Value of interest in common/collective trusts at end of year2010-12-31$444,229
Value of interest in common/collective trusts at beginning of year2010-12-31$330,313
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$7,950,038
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$7,964,642
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$693,771
Net investment gain/loss from pooled separate accounts2010-12-31$56,311
Net investment gain or loss from common/collective trusts2010-12-31$56,311
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$866,523
Contract administrator fees2010-12-31$5,366
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31MITCHELL, WIGGENS AND COMPANY, LLP
Accountancy firm EIN2010-12-31540565834
2009 : COMMUNITY MEMORIAL HEALTHCENTER RETIREMENT SAVINGS PLAN 2009 401k financial data
Total unrealized appreciation/depreciation of assets2009-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2009-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2009-12-31$0
Total income from all sources (including contributions)2009-12-31$3,012,747
Total loss/gain on sale of assets2009-12-31$0
Total of all expenses incurred2009-12-31$1,287,306
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2009-12-31$1,283,302
Total contributions o plan (from employers,participants, others, non cash contrinutions)2009-12-31$1,344,667
Value of total assets at end of year2009-12-31$14,214,186
Value of total assets at beginning of year2009-12-31$12,488,745
Total of administrative expenses incurred including professional, contract, advisory and management fees2009-12-31$4,004
Total interest from all sources2009-12-31$331,068
Total dividends received (eg from common stock, registered investment company shares)2009-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2009-12-31No
Was this plan covered by a fidelity bond2009-12-31No
If this is an individual account plan, was there a blackout period2009-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0
Were there any nonexempt tranactions with any party-in-interest2009-12-31No
Contributions received from participants2009-12-31$918,521
Participant contributions at end of year2009-12-31$264,885
Participant contributions at beginning of year2009-12-31$257,265
Income. Received or receivable in cash from other sources (including rollovers)2009-12-31$9,571
Administrative expenses (other) incurred2009-12-31$4,004
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2009-12-31No
Value of net income/loss2009-12-31$1,725,441
Value of net assets at end of year (total assets less liabilities)2009-12-31$14,214,186
Value of net assets at beginning of year (total assets less liabilities)2009-12-31$12,488,745
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2009-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2009-12-31No
Were any leases to which the plan was party in default or uncollectible2009-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2009-12-31$5,654,346
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2009-12-31$4,305,144
Interest on participant loans2009-12-31$12,350
Interest earned on other investments2009-12-31$318,718
Value of interest in common/collective trusts at end of year2009-12-31$330,313
Value of interest in common/collective trusts at beginning of year2009-12-31$228,365
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2009-12-31$7,964,642
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2009-12-31$7,697,971
Net investment gain/loss from registered investment companies (e.g. mutual funds)2009-12-31$1,267,305
Net investment gain/loss from pooled separate accounts2009-12-31$69,707
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2009-12-31No
Was there a failure to transmit to the plan any participant contributions2009-12-31No
Has the plan failed to provide any benefit when due under the plan2009-12-31No
Contributions received in cash from employer2009-12-31$416,575
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2009-12-31$1,283,302
Did the plan have assets held for investment2009-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2009-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2009-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2009-12-31Yes
Opinion of an independent qualified public accountant for this plan2009-12-31Disclaimer
Accountancy firm name2009-12-31MITCHELL, WIGGINS AND COMPANY, LLP
Accountancy firm EIN2009-12-31540565834

Form 5500 Responses for COMMUNITY MEMORIAL HEALTHCENTER RETIREMENT SAVINGS PLAN

2014: COMMUNITY MEMORIAL HEALTHCENTER RETIREMENT SAVINGS PLAN 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Submission has been amendedYes
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planNo
2014-07-01Plan funding arrangement – InsuranceYes
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement – InsuranceYes
2014-07-01Plan benefit arrangement - TrustYes
2013: COMMUNITY MEMORIAL HEALTHCENTER RETIREMENT SAVINGS PLAN 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Submission has been amendedYes
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planNo
2013-07-01Plan funding arrangement – InsuranceYes
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement – InsuranceYes
2013-07-01Plan benefit arrangement - TrustYes
2012: COMMUNITY MEMORIAL HEALTHCENTER RETIREMENT SAVINGS PLAN 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedYes
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – InsuranceYes
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement – InsuranceYes
2012-07-01Plan benefit arrangement - TrustYes
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedYes
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: COMMUNITY MEMORIAL HEALTHCENTER RETIREMENT SAVINGS PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedYes
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: COMMUNITY MEMORIAL HEALTHCENTER RETIREMENT SAVINGS PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: COMMUNITY MEMORIAL HEALTHCENTER RETIREMENT SAVINGS PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 61124
Policy instance 1
Insurance contract or identification numberMR 61124
Number of Individuals Covered0
Insurance policy start date2014-07-01
Insurance policy end date2014-12-12
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 61124
Policy instance 1
Insurance contract or identification numberMR 61124
Number of Individuals Covered0
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number1011005
Policy instance 2
Insurance contract or identification number1011005
Number of Individuals Covered26
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-750440
Policy instance 3
Insurance contract or identification numberGA-750440
Number of Individuals Covered0
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR61124
Policy instance 1
Insurance contract or identification numberMR61124
Number of Individuals Covered922
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Total amount of commissions paid to insurance brokerUSD $13,928
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
Commission paid to Insurance BrokerUSD $13,928
Insurance broker organization code?1
Insurance broker nameFIRST CITIZENS INVESTOR SERVICE INC
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-750440
Policy instance 2
Insurance contract or identification numberGA-750440
Number of Individuals Covered0
Insurance policy start date2013-07-01
Insurance policy end date2013-07-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 61124
Policy instance 1
Insurance contract or identification numberMR 61124
Number of Individuals Covered922
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Total amount of commissions paid to insurance brokerUSD $13,928
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number1011005
Policy instance 2
Insurance contract or identification number1011005
Number of Individuals Covered30
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-750440
Policy instance 1
Insurance contract or identification numberGA-750440
Number of Individuals Covered722
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Total amount of commissions paid to insurance brokerUSD $31,975
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
Commission paid to Insurance BrokerUSD $31,975
Insurance broker organization code?3
Insurance broker nameFIRST CITIZENS INVESTOR SVCS INC
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number1011005
Policy instance 2
Insurance contract or identification number1011005
Number of Individuals Covered31
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-750471
Policy instance 1
Insurance contract or identification numberGA-750471
Number of Individuals Covered722
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Total amount of commissions paid to insurance brokerUSD $31,975
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-750440
Policy instance 1
Insurance contract or identification numberGA-750440
Number of Individuals Covered740
Insurance policy start date2012-01-01
Insurance policy end date2012-06-30
Total amount of commissions paid to insurance brokerUSD $15,658
Total amount of fees paid to insurance companyUSD $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
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $15,658
Insurance broker organization code?3
Insurance broker nameFIRST CITIZENS INVESTOR SVCS INC
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number1011005
Policy instance 2
Insurance contract or identification number1011005
Number of Individuals Covered34
Insurance policy start date2012-01-01
Insurance policy end date2012-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA 750471
Policy instance 1
Insurance contract or identification numberGA 750471
Number of Individuals Covered1015
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $32,530
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
Commission paid to Insurance BrokerUSD $32,530
Insurance broker organization code?3
Insurance broker nameFIRST CITIZENS INVESTOR SVCS INC
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number1011005
Policy instance 2
Insurance contract or identification number1011005
Number of Individuals Covered35
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA 750471
Policy instance 1
Insurance contract or identification numberGA 750471
Number of Individuals Covered1035
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $29,621
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
Commission paid to Insurance BrokerUSD $29,621
Insurance broker organization code?3
Insurance broker nameFIRST CITIZENS INVESTOR SVCS INC
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number1011005
Policy instance 2
Insurance contract or identification number1011005
Number of Individuals Covered38
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA 750471
Policy instance 1
Insurance contract or identification numberGA 750471
Number of Individuals Covered1221
Insurance policy start date2009-01-01
Insurance policy end date2009-12-31
Total amount of commissions paid to insurance brokerUSD $26,125
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
Commission paid to Insurance BrokerUSD $26,125
Insurance broker organization code?3
Insurance broker nameFIRST CITIZENS INVESTOR SVCS INC
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number1011005
Policy instance 2
Insurance contract or identification number1011005
Number of Individuals Covered38
Insurance policy start date2009-01-01
Insurance policy end date2009-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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

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