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A & M DISTRIBUTORS 401(K) PLAN 401k Plan overview

Plan NameA & M DISTRIBUTORS 401(K) PLAN
Plan identification number 001

A & M DISTRIBUTORS 401(K) 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.
  • 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.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • 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

A & M DISTRIBUTORS has sponsored the creation of one or more 401k plans.

Company Name:A & M DISTRIBUTORS
Employer identification number (EIN):620900477
NAIC Classification:454390
NAIC Description:Other Direct Selling Establishments

Form 5500 Filing Information

Submission information for form 5500 for 401k plan A & M DISTRIBUTORS 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01JOHN TUCKER2024-05-15
0012022-01-01JOHN TUCKER2023-06-08
0012021-01-01JOHN TUCKER2022-07-25
0012020-01-01JOHN TUCKER2021-10-06
0012019-01-01KATIE FINCHER2020-06-24 KATIE FINCHER2020-06-24
0012018-01-01KATIE FINCHER2019-10-02 KATIE FINCHER2019-10-02
0012017-01-01KELLY ORTHNER2018-07-17 KELLY ORTHNER2018-07-17
0012016-01-01KELLY ORTHNER2017-06-02 KELLY ORTHNER2017-06-02
0012015-01-01KELLY ORTHNER2016-06-20 KELLY ORTHNER2016-06-20
0012014-01-01KELLY ORTHNER KELLY ORTHNER2015-06-02
0012014-01-01KELLY ORTHNER KELLY ORTHNER2015-06-02
0012013-01-01KELLY ORTHNER KELLY ORTHNER2014-07-10
0012012-01-01KELLY ORTHNER KELLY ORTHNER2013-07-17
0012011-01-01KELLY ORTHNER
0012010-01-01KATIE MAY
0012009-01-01KELLY ORTHNER
0012008-01-01
0012008-01-01

Plan Statistics for A & M DISTRIBUTORS 401(K) PLAN

401k plan membership statisitcs for A & M DISTRIBUTORS 401(K) PLAN

Measure Date Value
2014: A & M DISTRIBUTORS 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0127
Total number of active participants reported on line 7a of the Form 55002014-01-0124
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-013
Total of all active and inactive participants2014-01-0127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0127
Number of participants with account balances2014-01-0115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: A & M DISTRIBUTORS 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0131
Total number of active participants reported on line 7a of the Form 55002013-01-0127
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-014
Total of all active and inactive participants2013-01-0131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0131
Number of participants with account balances2013-01-0116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: A & M DISTRIBUTORS 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0126
Total number of active participants reported on line 7a of the Form 55002012-01-0120
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-014
Total of all active and inactive participants2012-01-0124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0124
Number of participants with account balances2012-01-0120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: A & M DISTRIBUTORS 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0128
Total number of active participants reported on line 7a of the Form 55002011-01-0124
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-0124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0124
Number of participants with account balances2011-01-0117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: A & M DISTRIBUTORS 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0134
Total number of active participants reported on line 7a of the Form 55002010-01-0126
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-010
Total of all active and inactive participants2010-01-0126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-0126
Number of participants with account balances2010-01-0117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: A & M DISTRIBUTORS 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0135
Total number of active participants reported on line 7a of the Form 55002009-01-0126
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-012
Total of all active and inactive participants2009-01-0128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0128
Number of participants with account balances2009-01-0118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on A & M DISTRIBUTORS 401(K) PLAN

Measure Date Value
2014 : A & M DISTRIBUTORS 401(K) PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total income from all sources2014-12-31$31,214
Expenses. Total of all expenses incurred2014-12-31$1,945
Benefits paid (including direct rollovers)2014-12-31$1,645
Total plan assets at end of year2014-12-31$278,021
Total plan assets at beginning of year2014-12-31$248,752
Value of fidelity bond covering the plan2014-12-31$10,000
Total contributions received or receivable from participants2014-12-31$21,886
Expenses. Other expenses not covered elsewhere2014-12-31$300
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$9,328
Net income (gross income less expenses)2014-12-31$29,269
Net plan assets at end of year (total assets less liabilities)2014-12-31$278,021
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$248,752
Assets. Value of participant loans2014-12-31$0
Total contributions received or receivable from employer(s)2014-12-31$0
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Funding deficiency by the employer to the plan for this plan year2014-12-31$0
Minimum employer required contribution for this plan year2014-12-31$0
Amount contributed by the employer to the plan for this plan year2014-12-31$0
2013 : A & M DISTRIBUTORS 401(K) PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total income from all sources2013-12-31$58,426
Expenses. Total of all expenses incurred2013-12-31$2,412
Benefits paid (including direct rollovers)2013-12-31$2,092
Total plan assets at end of year2013-12-31$248,752
Total plan assets at beginning of year2013-12-31$192,738
Value of fidelity bond covering the plan2013-12-31$10,000
Total contributions received or receivable from participants2013-12-31$22,836
Expenses. Other expenses not covered elsewhere2013-12-31$320
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$35,590
Net income (gross income less expenses)2013-12-31$56,014
Net plan assets at end of year (total assets less liabilities)2013-12-31$248,752
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$192,738
Assets. Value of participant loans2013-12-31$0
Total contributions received or receivable from employer(s)2013-12-31$0
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Funding deficiency by the employer to the plan for this plan year2013-12-31$0
Minimum employer required contribution for this plan year2013-12-31$0
Amount contributed by the employer to the plan for this plan year2013-12-31$0
2012 : A & M DISTRIBUTORS 401(K) PLAN 2012 401k financial data
Transfers to/from the plan2012-12-31$0
Total income from all sources2012-12-31$39,479
Expenses. Total of all expenses incurred2012-12-31$10,376
Benefits paid (including direct rollovers)2012-12-31$10,046
Total plan assets at end of year2012-12-31$192,738
Total plan assets at beginning of year2012-12-31$163,635
Value of fidelity bond covering the plan2012-12-31$10,000
Total contributions received or receivable from participants2012-12-31$19,658
Expenses. Other expenses not covered elsewhere2012-12-31$330
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$19,821
Net income (gross income less expenses)2012-12-31$29,103
Net plan assets at end of year (total assets less liabilities)2012-12-31$192,738
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$163,635
Assets. Value of participant loans2012-12-31$0
Total contributions received or receivable from employer(s)2012-12-31$0
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
Funding deficiency by the employer to the plan for this plan year2012-12-31$0
Minimum employer required contribution for this plan year2012-12-31$0
Amount contributed by the employer to the plan for this plan year2012-12-31$0
2011 : A & M DISTRIBUTORS 401(K) PLAN 2011 401k financial data
Transfers to/from the plan2011-12-31$0
Total income from all sources2011-12-31$14,745
Expenses. Total of all expenses incurred2011-12-31$1,940
Benefits paid (including direct rollovers)2011-12-31$1,600
Total plan assets at end of year2011-12-31$163,635
Total plan assets at beginning of year2011-12-31$150,830
Value of fidelity bond covering the plan2011-12-31$10,000
Total contributions received or receivable from participants2011-12-31$23,593
Expenses. Other expenses not covered elsewhere2011-12-31$340
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$-8,848
Net income (gross income less expenses)2011-12-31$12,805
Net plan assets at end of year (total assets less liabilities)2011-12-31$163,635
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$150,830
Assets. Value of participant loans2011-12-31$0
Total contributions received or receivable from employer(s)2011-12-31$0
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Funding deficiency by the employer to the plan for this plan year2011-12-31$0
Minimum employer required contribution for this plan year2011-12-31$0
Amount contributed by the employer to the plan for this plan year2011-12-31$0
2010 : A & M DISTRIBUTORS 401(K) PLAN 2010 401k financial data
Transfers to/from the plan2010-12-31$0
Total income from all sources2010-12-31$35,161
Expenses. Total of all expenses incurred2010-12-31$9,293
Benefits paid (including direct rollovers)2010-12-31$8,948
Total plan assets at end of year2010-12-31$150,830
Total plan assets at beginning of year2010-12-31$124,962
Value of fidelity bond covering the plan2010-12-31$10,000
Total contributions received or receivable from participants2010-12-31$22,110
Expenses. Other expenses not covered elsewhere2010-12-31$345
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$13,051
Net income (gross income less expenses)2010-12-31$25,868
Net plan assets at end of year (total assets less liabilities)2010-12-31$150,830
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$124,962
Assets. Value of participant loans2010-12-31$0
Total contributions received or receivable from employer(s)2010-12-31$0
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Funding deficiency by the employer to the plan for this plan year2010-12-31$0
Minimum employer required contribution for this plan year2010-12-31$0
Amount contributed by the employer to the plan for this plan year2010-12-31$0
2009 : A & M DISTRIBUTORS 401(K) PLAN 2009 401k financial data
Funding deficiency by the employer to the plan for this plan year2009-12-31$0
Minimum employer required contribution for this plan year2009-12-31$0
Amount contributed by the employer to the plan for this plan year2009-12-31$0

Form 5500 Responses for A & M DISTRIBUTORS 401(K) PLAN

2014: A & M DISTRIBUTORS 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedYes
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2013: A & M DISTRIBUTORS 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2012: A & M DISTRIBUTORS 401(K) 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
2011: A & M DISTRIBUTORS 401(K) 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
2010: A & M DISTRIBUTORS 401(K) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
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
2009: A & M DISTRIBUTORS 401(K) 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
2008: A & M DISTRIBUTORS 401(K) PLAN 2008 form 5500 responses
2008-01-01Submission has been amendedNo
2008-01-01This submission is the final filingNo
2008-01-01This return/report is a short plan year return/report (less than 12 months)No
2008-01-01Plan is a collectively bargained planNo

Insurance Providers Used on plan

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-809758
Policy instance 1
Insurance contract or identification numberGA-809758
Number of Individuals Covered15
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $911
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 $911
Insurance broker organization code?3
Insurance broker nameRAYMOND JAMES FINANCIAL SERVICES IN
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-809758
Policy instance 1
Insurance contract or identification numberGA-809758
Number of Individuals Covered16
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $734
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 $734
Insurance broker organization code?3
Insurance broker nameRAYMOND JAMES FINANCIAL SRVC
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-809758
Policy instance 1
Insurance contract or identification numberGA-809758
Number of Individuals Covered20
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $611
Total amount of fees paid to insurance companyUSD $58
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 $448
Insurance broker organization code?3
Amount paid for insurance broker fees58
Additional information about fees paid to insurance brokerSALES/MARKETING
Insurance broker nameLPL FINANCIAL LLC
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-809758
Policy instance 1
Insurance contract or identification numberGA-809758
Number of Individuals Covered17
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $548
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-809758
Policy instance 1
Insurance contract or identification numberGA-809758
Number of Individuals Covered17
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $452
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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