COREY-KERLIN FUNERAL HOME, P.A. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan EMPLOYEES PROFIT SHARING PLAN AND TRUST OF COREY-KERLIN FUNERAL HOME, P.A.
401k plan membership statisitcs for EMPLOYEES PROFIT SHARING PLAN AND TRUST OF COREY-KERLIN FUNERAL HOME, P.A.
| Measure | Date | Value |
|---|
| 2009: EMPLOYEES PROFIT SHARING PLAN AND TRUST OF COREY-KERLIN FUNERAL HOME, P.A. 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-08-01 | 20 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-08-01 | 14 |
| Number of retired or separated participants receiving benefits | 2009-08-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2009-08-01 | 5 |
| Total of all active and inactive participants | 2009-08-01 | 19 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-08-01 | 0 |
| Total participants | 2009-08-01 | 19 |
| Number of participants with account balances | 2009-08-01 | 18 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-08-01 | 0 |
| Measure | Date | Value |
|---|
| 2011 : EMPLOYEES PROFIT SHARING PLAN AND TRUST OF COREY-KERLIN FUNERAL HOME, P.A. 2011 401k financial data |
|---|
| Total income from all sources | 2011-07-31 | $127,549 |
| Expenses. Total of all expenses incurred | 2011-07-31 | $38,740 |
| Benefits paid (including direct rollovers) | 2011-07-31 | $29,650 |
| Total plan assets at end of year | 2011-07-31 | $959,682 |
| Total plan assets at beginning of year | 2011-07-31 | $870,873 |
| Value of fidelity bond covering the plan | 2011-07-31 | $130,000 |
| Other income received | 2011-07-31 | $127,549 |
| Net income (gross income less expenses) | 2011-07-31 | $88,809 |
| Net plan assets at end of year (total assets less liabilities) | 2011-07-31 | $959,682 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-07-31 | $870,873 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-07-31 | $9,090 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-07-31 | $0 |
| 2010 : EMPLOYEES PROFIT SHARING PLAN AND TRUST OF COREY-KERLIN FUNERAL HOME, P.A. 2010 401k financial data |
|---|
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-07-31 | $0 |
| 2009 : EMPLOYEES PROFIT SHARING PLAN AND TRUST OF COREY-KERLIN FUNERAL HOME, P.A. 2009 401k financial data |
|---|
| Total income from all sources | 2009-07-31 | $-107,386 |
| Expenses. Total of all expenses incurred | 2009-07-31 | $48,631 |
| Benefits paid (including direct rollovers) | 2009-07-31 | $28,925 |
| Total plan assets at end of year | 2009-07-31 | $807,755 |
| Total plan assets at beginning of year | 2009-07-31 | $963,772 |
| Value of fidelity bond covering the plan | 2009-07-31 | $130,000 |
| Expenses. Other expenses not covered elsewhere | 2009-07-31 | $19,706 |
| Other income received | 2009-07-31 | $-107,386 |
| Net income (gross income less expenses) | 2009-07-31 | $-156,017 |
| Net plan assets at end of year (total assets less liabilities) | 2009-07-31 | $807,755 |
| Net plan assets at beginning of year (total assets less liabilities) | 2009-07-31 | $963,772 |
| THE LAFAYETTE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65242 ) |
| Policy contract number | CP1885 |
| Policy instance | 1 |
| Insurance contract or identification number | CP1885 | | Number of Individuals Covered | 3 | | Insurance policy start date | 2010-08-01 | | Insurance policy end date | 2011-07-31 | | Are there contracts with allocated funds for individual policies? | Yes | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| SECURITY BENEFIT LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 68675 ) |
| Policy contract number | 10018 |
| Policy instance | 2 |
| Insurance contract or identification number | 10018 | | Number of Individuals Covered | 2 | | Insurance policy start date | 2010-08-01 | | Insurance policy end date | 2011-07-31 | | Are there contracts with allocated funds for individual policies? | Yes | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 70448 |
| Policy instance | 3 |
| Insurance contract or identification number | 70448 | | Number of Individuals Covered | 16 | | Insurance policy start date | 2010-08-01 | | Insurance policy end date | 2011-07-31 | | Total amount of commissions paid to insurance broker | USD $5,431 | | Total amount of fees paid to insurance company | USD $464 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| THE LAFAYETTE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65242 ) |
| Policy contract number | CP1885 |
| Policy instance | 1 |
| Insurance contract or identification number | CP1885 | | Number of Individuals Covered | 3 | | Insurance policy start date | 2008-08-01 | | Insurance policy end date | 2009-07-31 | | Are there contracts with allocated funds for individual policies? | Yes | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| SECURITY BENEFIT LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 68675 ) |
| Policy contract number | 10018 |
| Policy instance | 2 |
| Insurance contract or identification number | 10018 | | Number of Individuals Covered | 3 | | Insurance policy start date | 2008-08-01 | | Insurance policy end date | 2009-07-31 | | Are there contracts with allocated funds for individual policies? | Yes | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 70448 |
| Policy instance | 3 |
| Insurance contract or identification number | 70448 | | Number of Individuals Covered | 20 | | Insurance policy start date | 2008-08-01 | | Insurance policy end date | 2009-07-31 | | Total amount of commissions paid to insurance broker | USD $4,833 | | Total amount of fees paid to insurance company | USD $342 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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