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DENNIS M. DOYLE, JR. PROFIT SHARING PLAN 401k Plan overview

Plan NameDENNIS M. DOYLE, JR. PROFIT SHARING PLAN
Plan identification number 001

DENNIS M. DOYLE, JR. PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.
  • Plan covering Self-Employed individuals.
  • 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

DENNIS M. DOYLE, JR. has sponsored the creation of one or more 401k plans.

Company Name:DENNIS M. DOYLE, JR.
Employer identification number (EIN):591651644
NAIC Classification:524210
NAIC Description:Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DENNIS M. DOYLE, JR. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01DENNIS DOYLE JR.2023-07-17
0012021-01-01DENNIS DOYLE JR.2022-08-15
0012020-01-01DENNIS DOYLE JR.2021-06-03
0012019-01-01DENNIS DOYLE JR.2020-08-25
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01DENNIS DOYLE JR.2015-06-05
0012013-01-01DENNIS DOYLE JR.2014-07-21
0012012-01-01DENNIS DOYLE JR.
0012011-01-01DENNIS DOYLE JR.
0012009-01-01DENNIS DOYLE JR.

Plan Statistics for DENNIS M. DOYLE, JR. PROFIT SHARING PLAN

401k plan membership statisitcs for DENNIS M. DOYLE, JR. PROFIT SHARING PLAN

Measure Date Value
2022: DENNIS M. DOYLE, JR. PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-016
Total number of active participants reported on line 7a of the Form 55002022-01-016
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-016
Number of participants with account balances2022-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: DENNIS M. DOYLE, JR. PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-016
Total number of active participants reported on line 7a of the Form 55002021-01-016
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-016
Number of participants with account balances2021-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: DENNIS M. DOYLE, JR. PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-017
Total number of active participants reported on line 7a of the Form 55002020-01-016
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-016
Number of participants with account balances2020-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: DENNIS M. DOYLE, JR. PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-015
Total number of active participants reported on line 7a of the Form 55002019-01-015
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-015
Number of participants with account balances2019-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: DENNIS M. DOYLE, JR. PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-016
Total number of active participants reported on line 7a of the Form 55002018-01-015
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-015
Number of participants with account balances2018-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: DENNIS M. DOYLE, JR. PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-014
Total number of active participants reported on line 7a of the Form 55002017-01-016
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-016
Number of participants with account balances2017-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: DENNIS M. DOYLE, JR. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-015
Total number of active participants reported on line 7a of the Form 55002016-01-014
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-014
Number of participants with account balances2016-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: DENNIS M. DOYLE, JR. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-014
Total number of active participants reported on line 7a of the Form 55002015-01-015
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-015
Number of participants with account balances2015-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2012: DENNIS M. DOYLE, JR. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-015
Total number of active participants reported on line 7a of the Form 55002012-01-013
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-012
Total of all active and inactive participants2012-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-015
Number of participants with account balances2012-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: DENNIS M. DOYLE, JR. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-018
Total number of active participants reported on line 7a of the Form 55002011-01-014
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-011
Total of all active and inactive participants2011-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-015
Number of participants with account balances2011-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: DENNIS M. DOYLE, JR. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-017
Total number of active participants reported on line 7a of the Form 55002009-01-017
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-011
Total of all active and inactive participants2009-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-018
Number of participants with account balances2009-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on DENNIS M. DOYLE, JR. PROFIT SHARING PLAN

Measure Date Value
2022 : DENNIS M. DOYLE, JR. PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources2022-12-31$289,003
Expenses. Total of all expenses incurred2022-12-31$162,387
Benefits paid (including direct rollovers)2022-12-31$159,257
Total plan assets at end of year2022-12-31$4,507,292
Total plan assets at beginning of year2022-12-31$4,380,676
Value of fidelity bond covering the plan2022-12-31$2,800,000
Other income received2022-12-31$289,003
Net income (gross income less expenses)2022-12-31$126,616
Net plan assets at end of year (total assets less liabilities)2022-12-31$4,507,292
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$4,380,676
Assets. Value of real-estate (other than employer real property)2022-12-31$2,095,000
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$3,130
2021 : DENNIS M. DOYLE, JR. PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources2021-12-31$-60,754
Expenses. Total of all expenses incurred2021-12-31$0
Total plan assets at end of year2021-12-31$4,380,676
Total plan assets at beginning of year2021-12-31$4,441,430
Value of fidelity bond covering the plan2021-12-31$2,800,000
Assets. Value of loans (other than to participants)2021-12-31$145,000
Other income received2021-12-31$-60,754
Net income (gross income less expenses)2021-12-31$-60,754
Net plan assets at end of year (total assets less liabilities)2021-12-31$4,380,676
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$4,441,430
Assets. Value of real-estate (other than employer real property)2021-12-31$2,095,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
2020 : DENNIS M. DOYLE, JR. PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources2020-12-31$1,054,158
Expenses. Total of all expenses incurred2020-12-31$0
Total plan assets at end of year2020-12-31$4,441,430
Total plan assets at beginning of year2020-12-31$3,387,272
Value of fidelity bond covering the plan2020-12-31$2,800,000
Assets. Value of loans (other than to participants)2020-12-31$145,000
Other income received2020-12-31$1,054,158
Net income (gross income less expenses)2020-12-31$1,054,158
Net plan assets at end of year (total assets less liabilities)2020-12-31$4,441,430
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$3,387,272
Assets. Value of real-estate (other than employer real property)2020-12-31$2,120,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
2019 : DENNIS M. DOYLE, JR. PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources2019-12-31$76,794
Expenses. Total of all expenses incurred2019-12-31$14,912
Total plan assets at end of year2019-12-31$3,387,272
Total plan assets at beginning of year2019-12-31$3,325,390
Value of fidelity bond covering the plan2019-12-31$2,800,000
Assets. Value of loans (other than to participants)2019-12-31$145,000
Other income received2019-12-31$76,794
Net income (gross income less expenses)2019-12-31$61,882
Net plan assets at end of year (total assets less liabilities)2019-12-31$3,387,272
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$3,325,390
Assets. Value of real-estate (other than employer real property)2019-12-31$2,050,000
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$14,912
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018 : DENNIS M. DOYLE, JR. PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources2018-12-31$-14,429
Expenses. Total of all expenses incurred2018-12-31$15,842
Total plan assets at end of year2018-12-31$3,325,390
Total plan assets at beginning of year2018-12-31$3,355,661
Value of fidelity bond covering the plan2018-12-31$2,800,000
Other income received2018-12-31$-14,429
Net income (gross income less expenses)2018-12-31$-30,271
Net plan assets at end of year (total assets less liabilities)2018-12-31$3,325,390
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$3,355,661
Assets. Value of real-estate (other than employer real property)2018-12-31$2,240,000
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$15,842
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : DENNIS M. DOYLE, JR. PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources2017-12-31$11,228
Expenses. Total of all expenses incurred2017-12-31$14,879
Total plan assets at end of year2017-12-31$3,355,661
Total plan assets at beginning of year2017-12-31$3,359,312
Value of fidelity bond covering the plan2017-12-31$2,800,000
Other income received2017-12-31$11,228
Net income (gross income less expenses)2017-12-31$-3,651
Net plan assets at end of year (total assets less liabilities)2017-12-31$3,355,661
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$3,359,312
Assets. Value of real-estate (other than employer real property)2017-12-31$2,500,000
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$14,879
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : DENNIS M. DOYLE, JR. PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources2016-12-31$279,274
Expenses. Total of all expenses incurred2016-12-31$0
Total plan assets at end of year2016-12-31$3,359,312
Total plan assets at beginning of year2016-12-31$3,080,038
Value of fidelity bond covering the plan2016-12-31$273,000
Other income received2016-12-31$279,274
Net income (gross income less expenses)2016-12-31$279,274
Net plan assets at end of year (total assets less liabilities)2016-12-31$3,359,312
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$3,080,038
Assets. Value of real-estate (other than employer real property)2016-12-31$2,700,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : DENNIS M. DOYLE, JR. PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-12-31$152,268
Expenses. Total of all expenses incurred2015-12-31$103
Benefits paid (including direct rollovers)2015-12-31$103
Total plan assets at end of year2015-12-31$3,080,038
Total plan assets at beginning of year2015-12-31$2,927,873
Value of fidelity bond covering the plan2015-12-31$273,000
Other income received2015-12-31$152,268
Net income (gross income less expenses)2015-12-31$152,165
Net plan assets at end of year (total assets less liabilities)2015-12-31$3,080,038
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$2,927,873
Assets. Value of real-estate (other than employer real property)2015-12-31$2,600,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2012 : DENNIS M. DOYLE, JR. PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$420,526
Expenses. Total of all expenses incurred2012-12-31$0
Total plan assets at end of year2012-12-31$3,297,825
Total plan assets at beginning of year2012-12-31$2,877,299
Value of fidelity bond covering the plan2012-12-31$273,000
Contributions received from other sources (not participants or employers)2012-12-31$222,439
Other income received2012-12-31$198,087
Net income (gross income less expenses)2012-12-31$420,526
Net plan assets at end of year (total assets less liabilities)2012-12-31$3,297,825
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$2,877,299
Assets. Value of assets in partnership/joint-venture interests2012-12-31$779,162
2011 : DENNIS M. DOYLE, JR. PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$44,753
Expenses. Total of all expenses incurred2011-12-31$0
Total plan assets at end of year2011-12-31$2,877,299
Total plan assets at beginning of year2011-12-31$2,832,546
Value of fidelity bond covering the plan2011-12-31$273,000
Other income received2011-12-31$44,753
Net income (gross income less expenses)2011-12-31$44,753
Net plan assets at end of year (total assets less liabilities)2011-12-31$2,877,299
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$2,832,546
Assets. Value of assets in partnership/joint-venture interests2011-12-31$814,426
2010 : DENNIS M. DOYLE, JR. PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$161,463
Expenses. Total of all expenses incurred2010-12-31$606
Benefits paid (including direct rollovers)2010-12-31$606
Total plan assets at end of year2010-12-31$2,832,546
Total plan assets at beginning of year2010-12-31$2,671,689
Value of fidelity bond covering the plan2010-12-31$273,000
Other income received2010-12-31$161,463
Net income (gross income less expenses)2010-12-31$160,857
Net plan assets at end of year (total assets less liabilities)2010-12-31$2,832,546
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$2,671,689
Assets. Value of assets in partnership/joint-venture interests2010-12-31$890,289
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : DENNIS M. DOYLE, JR. PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for DENNIS M. DOYLE, JR. PROFIT SHARING PLAN

2022: DENNIS M. DOYLE, JR. PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: DENNIS M. DOYLE, JR. PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: DENNIS M. DOYLE, JR. PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: DENNIS M. DOYLE, JR. PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: DENNIS M. DOYLE, JR. PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: DENNIS M. DOYLE, JR. PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: DENNIS M. DOYLE, JR. PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: DENNIS M. DOYLE, JR. PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2012: DENNIS M. DOYLE, JR. PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
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: DENNIS M. DOYLE, JR. PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
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
2009: DENNIS M. DOYLE, JR. PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
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

STATE FARM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69108 )
Policy contract numberINDIVIDUAL
Policy instance 1
Insurance contract or identification numberINDIVIDUAL
Number of Individuals Covered4
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
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 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?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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STATE FARM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69108 )
Policy contract numberINDIVIDUAL
Policy instance 1
Insurance contract or identification numberINDIVIDUAL
Number of Individuals Covered4
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
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 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?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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STATE FARM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69108 )
Policy contract numberINDIVIDUAL
Policy instance 1
Insurance contract or identification numberINDIVIDUAL
Number of Individuals Covered4
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
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 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?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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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