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B & W MECHANICAL SAVINGS PLAN 401k Plan overview

Plan NameB & W MECHANICAL SAVINGS PLAN
Plan identification number 001

B & W MECHANICAL SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • 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

B & W MECHANICAL CONTRACTORS, INC. has sponsored the creation of one or more 401k plans.

Company Name:B & W MECHANICAL CONTRACTORS, INC.
Employer identification number (EIN):581021874
NAIC Classification:561110
NAIC Description:Office Administrative Services

Additional information about B & W MECHANICAL CONTRACTORS, INC.

Jurisdiction of Incorporation: Virginia Secretary of State
Incorporation Date: 2005-10-20
Company Identification Number: F164628
Legal Registered Office Address: 4701 COX ROAD, SUITE 285

GLEN ALLEN
United States of America (USA)
23060

More information about B & W MECHANICAL CONTRACTORS, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan B & W MECHANICAL SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01JAMES HAMILTON2021-08-30 JAMES HAMILTON2021-08-30
0012019-01-01
0012018-01-01
0012017-01-01DOUG MARTIN
0012016-01-01DOUG MARTIN
0012015-01-01DOUG MARTIN
0012014-01-01DOUG MARTIN
0012013-01-01DOUG MARTIN
0012012-01-01DOUG MARTIN
0012011-01-01DOUG MARTIN
0012010-01-01DOUG MARTIN
0012009-01-01DOUG MARTIN

Plan Statistics for B & W MECHANICAL SAVINGS PLAN

401k plan membership statisitcs for B & W MECHANICAL SAVINGS PLAN

Measure Date Value
2019: B & W MECHANICAL SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0142
Total number of active participants reported on line 7a of the Form 55002019-01-0157
Number of other retired or separated participants entitled to future benefits2019-01-015
Total of all active and inactive participants2019-01-0162
Total participants2019-01-0162
Number of participants with account balances2019-01-0118
2018: B & W MECHANICAL SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0140
Total number of active participants reported on line 7a of the Form 55002018-01-0136
Number of other retired or separated participants entitled to future benefits2018-01-016
Total of all active and inactive participants2018-01-0142
Total participants2018-01-0142
Number of participants with account balances2018-01-0115
2017: B & W MECHANICAL SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0134
Total number of active participants reported on line 7a of the Form 55002017-01-0133
Number of other retired or separated participants entitled to future benefits2017-01-017
Total of all active and inactive participants2017-01-0140
Total participants2017-01-0140
Number of participants with account balances2017-01-0116
2016: B & W MECHANICAL SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0137
Total number of active participants reported on line 7a of the Form 55002016-01-0129
Number of other retired or separated participants entitled to future benefits2016-01-015
Total of all active and inactive participants2016-01-0134
Total participants2016-01-0134
Number of participants with account balances2016-01-0116
2015: B & W MECHANICAL SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0129
Total number of active participants reported on line 7a of the Form 55002015-01-0132
Number of other retired or separated participants entitled to future benefits2015-01-015
Total of all active and inactive participants2015-01-0137
Total participants2015-01-0137
Number of participants with account balances2015-01-0119
2014: B & W MECHANICAL SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0131
Total number of active participants reported on line 7a of the Form 55002014-01-0125
Number of other retired or separated participants entitled to future benefits2014-01-014
Total of all active and inactive participants2014-01-0129
Total participants2014-01-0129
Number of participants with account balances2014-01-0117
2013: B & W MECHANICAL SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0120
Total number of active participants reported on line 7a of the Form 55002013-01-0125
Number of other retired or separated participants entitled to future benefits2013-01-016
Total of all active and inactive participants2013-01-0131
Total participants2013-01-0131
Number of participants with account balances2013-01-0120
2012: B & W MECHANICAL SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0129
Total number of active participants reported on line 7a of the Form 55002012-01-0115
Number of other retired or separated participants entitled to future benefits2012-01-015
Total of all active and inactive participants2012-01-0120
Total participants2012-01-0120
Number of participants with account balances2012-01-0111
2011: B & W MECHANICAL SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0138
Total number of active participants reported on line 7a of the Form 55002011-01-0126
Number of other retired or separated participants entitled to future benefits2011-01-013
Total of all active and inactive participants2011-01-0129
Total participants2011-01-0129
Number of participants with account balances2011-01-0110
2010: B & W MECHANICAL SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0126
Total number of active participants reported on line 7a of the Form 55002010-01-0135
Number of other retired or separated participants entitled to future benefits2010-01-013
Total of all active and inactive participants2010-01-0138
Total participants2010-01-0138
Number of participants with account balances2010-01-0111
2009: B & W MECHANICAL SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0147
Total number of active participants reported on line 7a of the Form 55002009-01-0133
Number of other retired or separated participants entitled to future benefits2009-01-015
Total of all active and inactive participants2009-01-0138
Total participants2009-01-0138
Number of participants with account balances2009-01-0114

Financial Data on B & W MECHANICAL SAVINGS PLAN

Measure Date Value
2019 : B & W MECHANICAL SAVINGS PLAN 2019 401k financial data
Total income from all sources2019-12-31$359,158
Expenses. Total of all expenses incurred2019-12-31$39,485
Benefits paid (including direct rollovers)2019-12-31$39,485
Total plan assets at end of year2019-12-31$1,338,652
Total plan assets at beginning of year2019-12-31$1,018,979
Total contributions received or receivable from participants2019-12-31$68,707
Contributions received from other sources (not participants or employers)2019-12-31$86,895
Other income received2019-12-31$203,556
Net income (gross income less expenses)2019-12-31$319,673
Net plan assets at end of year (total assets less liabilities)2019-12-31$1,338,652
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$1,018,979
Assets. Value of participant loans2019-12-31$9,228
2018 : B & W MECHANICAL SAVINGS PLAN 2018 401k financial data
Total income from all sources2018-12-31$41,793
Expenses. Total of all expenses incurred2018-12-31$16,336
Benefits paid (including direct rollovers)2018-12-31$16,336
Total plan assets at end of year2018-12-31$1,018,979
Total plan assets at beginning of year2018-12-31$993,522
Total contributions received or receivable from participants2018-12-31$87,716
Other income received2018-12-31$-45,923
Net income (gross income less expenses)2018-12-31$25,457
Net plan assets at end of year (total assets less liabilities)2018-12-31$1,018,979
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$993,522
Assets. Value of participant loans2018-12-31$5,797
2017 : B & W MECHANICAL SAVINGS PLAN 2017 401k financial data
Total income from all sources2017-12-31$188,941
Total plan assets at end of year2017-12-31$993,522
Total plan assets at beginning of year2017-12-31$804,581
Total contributions received or receivable from participants2017-12-31$45,689
Other income received2017-12-31$143,252
Net income (gross income less expenses)2017-12-31$188,941
Net plan assets at end of year (total assets less liabilities)2017-12-31$993,522
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$804,581
Assets. Value of participant loans2017-12-31$5,508
2016 : B & W MECHANICAL SAVINGS PLAN 2016 401k financial data
Total income from all sources2016-12-31$95,367
Total plan assets at end of year2016-12-31$804,581
Total plan assets at beginning of year2016-12-31$709,214
Total contributions received or receivable from participants2016-12-31$49,471
Other income received2016-12-31$45,896
Net income (gross income less expenses)2016-12-31$95,367
Net plan assets at end of year (total assets less liabilities)2016-12-31$804,581
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$709,214
Assets. Value of participant loans2016-12-31$5,233
2015 : B & W MECHANICAL SAVINGS PLAN 2015 401k financial data
Total income from all sources2015-12-31$36,144
Expenses. Total of all expenses incurred2015-12-31$82,585
Benefits paid (including direct rollovers)2015-12-31$82,585
Total plan assets at end of year2015-12-31$709,214
Total plan assets at beginning of year2015-12-31$755,655
Total contributions received or receivable from participants2015-12-31$44,721
Other income received2015-12-31$-8,577
Net income (gross income less expenses)2015-12-31$-46,441
Net plan assets at end of year (total assets less liabilities)2015-12-31$709,214
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$755,655
Assets. Value of participant loans2015-12-31$10,597
2014 : B & W MECHANICAL SAVINGS PLAN 2014 401k financial data
Total income from all sources2014-12-31$81,664
Expenses. Total of all expenses incurred2014-12-31$198,029
Benefits paid (including direct rollovers)2014-12-31$198,029
Total plan assets at end of year2014-12-31$755,655
Total plan assets at beginning of year2014-12-31$872,020
Total contributions received or receivable from participants2014-12-31$40,820
Other income received2014-12-31$40,844
Net income (gross income less expenses)2014-12-31$-116,365
Net plan assets at end of year (total assets less liabilities)2014-12-31$755,655
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$872,020
Assets. Value of participant loans2014-12-31$8,875
2013 : B & W MECHANICAL SAVINGS PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$415,500
Total income from all sources2013-12-31$97,934
Expenses. Total of all expenses incurred2013-12-31$10,737
Benefits paid (including direct rollovers)2013-12-31$10,737
Total plan assets at end of year2013-12-31$872,020
Total plan assets at beginning of year2013-12-31$369,323
Total contributions received or receivable from participants2013-12-31$37,302
Other income received2013-12-31$60,632
Net income (gross income less expenses)2013-12-31$87,197
Net plan assets at end of year (total assets less liabilities)2013-12-31$872,020
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$369,323
Assets. Value of participant loans2013-12-31$7,311
2012 : B & W MECHANICAL SAVINGS PLAN 2012 401k financial data
Total income from all sources2012-12-31$58,587
Total plan assets at end of year2012-12-31$369,323
Total plan assets at beginning of year2012-12-31$310,736
Total contributions received or receivable from participants2012-12-31$31,454
Other income received2012-12-31$27,133
Net income (gross income less expenses)2012-12-31$58,587
Net plan assets at end of year (total assets less liabilities)2012-12-31$369,323
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$310,736
Assets. Value of participant loans2012-12-31$6,123
2011 : B & W MECHANICAL SAVINGS PLAN 2011 401k financial data
Total income from all sources2011-12-31$22,647
Expenses. Total of all expenses incurred2011-12-31$11,144
Benefits paid (including direct rollovers)2011-12-31$11,144
Total plan assets at end of year2011-12-31$310,736
Total plan assets at beginning of year2011-12-31$299,233
Total contributions received or receivable from participants2011-12-31$29,268
Other income received2011-12-31$-6,621
Net income (gross income less expenses)2011-12-31$11,503
Net plan assets at end of year (total assets less liabilities)2011-12-31$310,736
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$299,233
Assets. Value of participant loans2011-12-31$9,078
2010 : B & W MECHANICAL SAVINGS PLAN 2010 401k financial data
Total income from all sources2010-12-31$46,222
Expenses. Total of all expenses incurred2010-12-31$54,923
Benefits paid (including direct rollovers)2010-12-31$54,923
Total plan assets at end of year2010-12-31$299,233
Total plan assets at beginning of year2010-12-31$307,934
Total contributions received or receivable from participants2010-12-31$22,218
Other income received2010-12-31$24,004
Net income (gross income less expenses)2010-12-31$-8,701
Net plan assets at end of year (total assets less liabilities)2010-12-31$299,233
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$307,934
Assets. Value of participant loans2010-12-31$20,818

Form 5500 Responses for B & W MECHANICAL SAVINGS PLAN

2019: B & W MECHANICAL SAVINGS PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: B & W MECHANICAL SAVINGS PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: B & W MECHANICAL SAVINGS PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: B & W MECHANICAL SAVINGS PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: B & W MECHANICAL SAVINGS PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: B & W MECHANICAL SAVINGS PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: B & W MECHANICAL SAVINGS PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: B & W MECHANICAL SAVINGS PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan is a collectively bargained planYes
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: B & W MECHANICAL SAVINGS PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan is a collectively bargained planYes
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: B & W MECHANICAL SAVINGS PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan is a collectively bargained planYes
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: B & W MECHANICAL SAVINGS PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan is a collectively bargained planYes
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

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number12598-00-9
Policy instance 1
Insurance contract or identification number12598-00-9
Number of Individuals Covered18
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of fees paid to insurance companyUSD $165
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees165
Additional information about fees paid to insurance brokerPLAN ADMINISTRATION
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number12598-00-9
Policy instance 1
Insurance contract or identification number12598-00-9
Number of Individuals Covered15
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $4,448
Total amount of fees paid to insurance companyUSD $45
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,448
Insurance broker organization code?3
Amount paid for insurance broker fees45
Additional information about fees paid to insurance brokerPLAN ADMINISTRATION
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number12598-00-9
Policy instance 1
Insurance contract or identification number12598-00-9
Number of Individuals Covered18
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $6,668
Total amount of fees paid to insurance companyUSD $75
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,668
Insurance broker organization code?3
Amount paid for insurance broker fees75
Additional information about fees paid to insurance brokerPLAN ADMINISTRATION
Insurance broker nameBENEFITS OUTSOURCE, INC.
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number12598-00-9
Policy instance 1
Insurance contract or identification number12598-00-9
Number of Individuals Covered19
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $5,418
Total amount of fees paid to insurance companyUSD $150
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,418
Insurance broker organization code?3
Amount paid for insurance broker fees150
Additional information about fees paid to insurance brokerPLAN ADMINISTRATION
Insurance broker nameBENEFITS OUTSOURCE, INC
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number12598-00-9
Policy instance 1
Insurance contract or identification number12598-00-9
Number of Individuals Covered19
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $6,079
Total amount of fees paid to insurance companyUSD $360
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 BrokerUSD $6,079
Insurance broker organization code?3
Amount paid for insurance broker fees360
Additional information about fees paid to insurance brokerPLAN ADMINISTRATION
Insurance broker nameBENEFITS OUTSOURCE, INC
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number12598-00-9
Policy instance 1
Insurance contract or identification number12598-00-9
Number of Individuals Covered20
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $3,223
Total amount of fees paid to insurance companyUSD $45
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 BrokerUSD $3,223
Insurance broker organization code?3
Amount paid for insurance broker fees45
Additional information about fees paid to insurance brokerPLAN ADMINISTRATION
Insurance broker nameBENEFITS OUTSOURCE, INC
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number12598-00-9
Policy instance 1
Insurance contract or identification number12598-00-9
Number of Individuals Covered11
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $2,538
Total amount of fees paid to insurance companyUSD $75
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 fees75
Additional information about fees paid to insurance brokerPLAN ADMINISTRATION
Insurance broker organization code?5
Commission paid to Insurance BrokerUSD $2,538
Insurance broker nameRANDALL C. MARTINEZ
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number12598-00-9
Policy instance 1
Insurance contract or identification number12598-00-9
Number of Individuals Covered10
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $2,309
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
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number12598-00-9
Policy instance 1
Insurance contract or identification number12598-00-9
Number of Individuals Covered12
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $2,207
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 BrokerUSD $701
Insurance broker organization code?3
Insurance broker nameMERRILL LYNCH

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