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MOUNT OLIVE WATER ASSOCIATION PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan NameMOUNT OLIVE WATER ASSOCIATION PROFIT SHARING PLAN & TRUST
Plan identification number 001

MOUNT OLIVE WATER ASSOCIATION PROFIT SHARING PLAN & TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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

MOUNT OLIVE WATER ASSOCIATION has sponsored the creation of one or more 401k plans.

Company Name:MOUNT OLIVE WATER ASSOCIATION
Employer identification number (EIN):710567766
NAIC Classification:221300

Additional information about MOUNT OLIVE WATER ASSOCIATION

Jurisdiction of Incorporation: Arkansas Secretary of State
Incorporation Date:
Company Identification Number: 100035906

More information about MOUNT OLIVE WATER ASSOCIATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MOUNT OLIVE WATER ASSOCIATION PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-03-01
0012022-03-01
0012021-03-01
0012021-03-01
0012020-03-01
0012019-03-01
0012018-03-01LAURIE MILES
0012018-03-01
0012017-03-01LAURIE MILES
0012017-03-01LAURIE MILES
0012017-01-01LAURIE MILES
0012016-03-01LAURIE MILES
0012015-03-01LAURIE MILES
0012014-03-01LAURIE MILES
0012013-03-01LAURIE MILES
0012012-03-01KAREN WOOD
0012011-03-01KAREN WOOD
0012010-03-01KAREN WOOD
0012009-03-01KAREN WOOD

Plan Statistics for MOUNT OLIVE WATER ASSOCIATION PROFIT SHARING PLAN & TRUST

401k plan membership statisitcs for MOUNT OLIVE WATER ASSOCIATION PROFIT SHARING PLAN & TRUST

Measure Date Value
2023: MOUNT OLIVE WATER ASSOCIATION PROFIT SHARING PLAN & TRUST 2023 401k membership
Total participants, beginning-of-year2023-03-019
Total number of active participants reported on line 7a of the Form 55002023-03-016
Number of retired or separated participants receiving benefits2023-03-010
Number of other retired or separated participants entitled to future benefits2023-03-011
Total of all active and inactive participants2023-03-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-03-010
Total participants2023-03-017
Number of participants with account balances2023-03-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-03-010
2022: MOUNT OLIVE WATER ASSOCIATION PROFIT SHARING PLAN & TRUST 2022 401k membership
Total participants, beginning-of-year2022-03-019
Total number of active participants reported on line 7a of the Form 55002022-03-016
Number of retired or separated participants receiving benefits2022-03-010
Number of other retired or separated participants entitled to future benefits2022-03-012
Total of all active and inactive participants2022-03-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-03-010
Total participants2022-03-018
Number of participants with account balances2022-03-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-03-010
2021: MOUNT OLIVE WATER ASSOCIATION PROFIT SHARING PLAN & TRUST 2021 401k membership
Total participants, beginning-of-year2021-03-019
Total number of active participants reported on line 7a of the Form 55002021-03-016
Number of retired or separated participants receiving benefits2021-03-010
Number of other retired or separated participants entitled to future benefits2021-03-012
Total of all active and inactive participants2021-03-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-03-010
Total participants2021-03-018
Number of participants with account balances2021-03-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-03-010
2020: MOUNT OLIVE WATER ASSOCIATION PROFIT SHARING PLAN & TRUST 2020 401k membership
Total participants, beginning-of-year2020-03-019
Total number of active participants reported on line 7a of the Form 55002020-03-015
Number of retired or separated participants receiving benefits2020-03-010
Number of other retired or separated participants entitled to future benefits2020-03-013
Total of all active and inactive participants2020-03-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-03-010
Total participants2020-03-018
Number of participants with account balances2020-03-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-03-011
2019: MOUNT OLIVE WATER ASSOCIATION PROFIT SHARING PLAN & TRUST 2019 401k membership
Total participants, beginning-of-year2019-03-019
Total number of active participants reported on line 7a of the Form 55002019-03-017
Number of retired or separated participants receiving benefits2019-03-010
Number of other retired or separated participants entitled to future benefits2019-03-012
Total of all active and inactive participants2019-03-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-03-010
Total participants2019-03-019
Number of participants with account balances2019-03-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-03-010
2018: MOUNT OLIVE WATER ASSOCIATION PROFIT SHARING PLAN & TRUST 2018 401k membership
Total participants, beginning-of-year2018-03-018
Total number of active participants reported on line 7a of the Form 55002018-03-016
Number of retired or separated participants receiving benefits2018-03-010
Number of other retired or separated participants entitled to future benefits2018-03-012
Total of all active and inactive participants2018-03-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-03-010
Total participants2018-03-018
Number of participants with account balances2018-03-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-03-010
2017: MOUNT OLIVE WATER ASSOCIATION PROFIT SHARING PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year2017-03-017
Total number of active participants reported on line 7a of the Form 55002017-03-015
Number of retired or separated participants receiving benefits2017-03-010
Number of other retired or separated participants entitled to future benefits2017-03-012
Total of all active and inactive participants2017-03-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-03-010
Total participants2017-03-017
Number of participants with account balances2017-03-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-03-011
Total participants, beginning-of-year2017-01-017
Total number of active participants reported on line 7a of the Form 55002017-01-015
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-012
Total of all active and inactive participants2017-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-017
Number of participants with account balances2017-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-011
2016: MOUNT OLIVE WATER ASSOCIATION PROFIT SHARING PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year2016-03-017
Total number of active participants reported on line 7a of the Form 55002016-03-016
Number of retired or separated participants receiving benefits2016-03-010
Number of other retired or separated participants entitled to future benefits2016-03-011
Total of all active and inactive participants2016-03-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-03-010
Total participants2016-03-017
Number of participants with account balances2016-03-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-03-010
2015: MOUNT OLIVE WATER ASSOCIATION PROFIT SHARING PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year2015-03-018
Total number of active participants reported on line 7a of the Form 55002015-03-015
Number of retired or separated participants receiving benefits2015-03-010
Number of other retired or separated participants entitled to future benefits2015-03-012
Total of all active and inactive participants2015-03-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-03-010
Total participants2015-03-017
Number of participants with account balances2015-03-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-03-010
2014: MOUNT OLIVE WATER ASSOCIATION PROFIT SHARING PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year2014-03-017
Total number of active participants reported on line 7a of the Form 55002014-03-015
Number of retired or separated participants receiving benefits2014-03-010
Number of other retired or separated participants entitled to future benefits2014-03-012
Total of all active and inactive participants2014-03-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-03-010
Total participants2014-03-017
Number of participants with account balances2014-03-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-03-010
2013: MOUNT OLIVE WATER ASSOCIATION PROFIT SHARING PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year2013-03-016
Total number of active participants reported on line 7a of the Form 55002013-03-013
Number of retired or separated participants receiving benefits2013-03-010
Number of other retired or separated participants entitled to future benefits2013-03-012
Total of all active and inactive participants2013-03-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-03-010
Total participants2013-03-015
Number of participants with account balances2013-03-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-03-011
2012: MOUNT OLIVE WATER ASSOCIATION PROFIT SHARING PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year2012-03-017
Total number of active participants reported on line 7a of the Form 55002012-03-015
Number of retired or separated participants receiving benefits2012-03-010
Number of other retired or separated participants entitled to future benefits2012-03-011
Total of all active and inactive participants2012-03-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-03-010
Total participants2012-03-016
Number of participants with account balances2012-03-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-03-010
2011: MOUNT OLIVE WATER ASSOCIATION PROFIT SHARING PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year2011-03-017
Total number of active participants reported on line 7a of the Form 55002011-03-016
Number of retired or separated participants receiving benefits2011-03-010
Number of other retired or separated participants entitled to future benefits2011-03-011
Total of all active and inactive participants2011-03-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-03-010
Total participants2011-03-017
Number of participants with account balances2011-03-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-03-010
2010: MOUNT OLIVE WATER ASSOCIATION PROFIT SHARING PLAN & TRUST 2010 401k membership
Total participants, beginning-of-year2010-03-016
Total number of active participants reported on line 7a of the Form 55002010-03-015
Number of retired or separated participants receiving benefits2010-03-011
Number of other retired or separated participants entitled to future benefits2010-03-010
Total of all active and inactive participants2010-03-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-03-010
Total participants2010-03-016
Number of participants with account balances2010-03-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-03-010
2009: MOUNT OLIVE WATER ASSOCIATION PROFIT SHARING PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year2009-03-016
Total number of active participants reported on line 7a of the Form 55002009-03-016
Number of retired or separated participants receiving benefits2009-03-010
Number of other retired or separated participants entitled to future benefits2009-03-010
Total of all active and inactive participants2009-03-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-03-010
Total participants2009-03-016
Number of participants with account balances2009-03-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-03-010

Financial Data on MOUNT OLIVE WATER ASSOCIATION PROFIT SHARING PLAN & TRUST

Measure Date Value
2024 : MOUNT OLIVE WATER ASSOCIATION PROFIT SHARING PLAN & TRUST 2024 401k financial data
Transfers to/from the plan2024-02-29$0
Total plan liabilities at end of year2024-02-29$0
Total plan liabilities at beginning of year2024-02-29$0
Total income from all sources2024-02-29$38,776
Expenses. Total of all expenses incurred2024-02-29$58,970
Benefits paid (including direct rollovers)2024-02-29$58,970
Total plan assets at end of year2024-02-29$324,778
Total plan assets at beginning of year2024-02-29$344,972
Value of fidelity bond covering the plan2024-02-29$300,000
Total contributions received or receivable from participants2024-02-29$0
Expenses. Other expenses not covered elsewhere2024-02-29$0
Contributions received from other sources (not participants or employers)2024-02-29$0
Other income received2024-02-29$11,800
Noncash contributions received2024-02-29$0
Net income (gross income less expenses)2024-02-29$-20,194
Net plan assets at end of year (total assets less liabilities)2024-02-29$324,778
Net plan assets at beginning of year (total assets less liabilities)2024-02-29$344,972
Total contributions received or receivable from employer(s)2024-02-29$26,976
Value of certain deemed distributions of participant loans2024-02-29$0
Value of corrective distributions2024-02-29$0
Expenses. Administrative service providers (salaries,fees and commissions)2024-02-29$0
2023 : MOUNT OLIVE WATER ASSOCIATION PROFIT SHARING PLAN & TRUST 2023 401k financial data
Transfers to/from the plan2023-02-28$0
Total plan liabilities at end of year2023-02-28$0
Total plan liabilities at beginning of year2023-02-28$0
Total income from all sources2023-02-28$35,102
Expenses. Total of all expenses incurred2023-02-28$5,000
Benefits paid (including direct rollovers)2023-02-28$5,000
Total plan assets at end of year2023-02-28$344,972
Total plan assets at beginning of year2023-02-28$314,870
Value of fidelity bond covering the plan2023-02-28$300,000
Total contributions received or receivable from participants2023-02-28$0
Expenses. Other expenses not covered elsewhere2023-02-28$0
Contributions received from other sources (not participants or employers)2023-02-28$0
Other income received2023-02-28$11,214
Noncash contributions received2023-02-28$0
Net income (gross income less expenses)2023-02-28$30,102
Net plan assets at end of year (total assets less liabilities)2023-02-28$344,972
Net plan assets at beginning of year (total assets less liabilities)2023-02-28$314,870
Total contributions received or receivable from employer(s)2023-02-28$23,888
Value of certain deemed distributions of participant loans2023-02-28$0
Value of corrective distributions2023-02-28$0
Expenses. Administrative service providers (salaries,fees and commissions)2023-02-28$0
2022 : MOUNT OLIVE WATER ASSOCIATION PROFIT SHARING PLAN & TRUST 2022 401k financial data
Transfers to/from the plan2022-02-28$0
Total plan liabilities at end of year2022-02-28$0
Total plan liabilities at beginning of year2022-02-28$0
Total income from all sources2022-02-28$36,720
Expenses. Total of all expenses incurred2022-02-28$16,488
Benefits paid (including direct rollovers)2022-02-28$16,488
Total plan assets at end of year2022-02-28$314,870
Total plan assets at beginning of year2022-02-28$294,638
Value of fidelity bond covering the plan2022-02-28$300,000
Total contributions received or receivable from participants2022-02-28$0
Expenses. Other expenses not covered elsewhere2022-02-28$0
Contributions received from other sources (not participants or employers)2022-02-28$0
Other income received2022-02-28$10,578
Noncash contributions received2022-02-28$0
Net income (gross income less expenses)2022-02-28$20,232
Net plan assets at end of year (total assets less liabilities)2022-02-28$314,870
Net plan assets at beginning of year (total assets less liabilities)2022-02-28$294,638
Total contributions received or receivable from employer(s)2022-02-28$26,142
Value of certain deemed distributions of participant loans2022-02-28$0
Value of corrective distributions2022-02-28$0
Expenses. Administrative service providers (salaries,fees and commissions)2022-02-28$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2022-02-28$0
2021 : MOUNT OLIVE WATER ASSOCIATION PROFIT SHARING PLAN & TRUST 2021 401k financial data
Transfers to/from the plan2021-02-28$0
Total plan liabilities at end of year2021-02-28$0
Total plan liabilities at beginning of year2021-02-28$0
Total income from all sources2021-02-28$30,676
Expenses. Total of all expenses incurred2021-02-28$0
Benefits paid (including direct rollovers)2021-02-28$0
Total plan assets at end of year2021-02-28$294,638
Total plan assets at beginning of year2021-02-28$263,962
Value of fidelity bond covering the plan2021-02-28$275,000
Total contributions received or receivable from participants2021-02-28$0
Expenses. Other expenses not covered elsewhere2021-02-28$0
Contributions received from other sources (not participants or employers)2021-02-28$0
Other income received2021-02-28$9,550
Noncash contributions received2021-02-28$0
Net income (gross income less expenses)2021-02-28$30,676
Net plan assets at end of year (total assets less liabilities)2021-02-28$294,638
Net plan assets at beginning of year (total assets less liabilities)2021-02-28$263,962
Total contributions received or receivable from employer(s)2021-02-28$21,126
Value of certain deemed distributions of participant loans2021-02-28$0
Value of corrective distributions2021-02-28$0
Expenses. Administrative service providers (salaries,fees and commissions)2021-02-28$0
2020 : MOUNT OLIVE WATER ASSOCIATION PROFIT SHARING PLAN & TRUST 2020 401k financial data
Transfers to/from the plan2020-02-29$0
Total plan liabilities at end of year2020-02-29$0
Total plan liabilities at beginning of year2020-02-29$0
Total income from all sources2020-02-29$29,715
Expenses. Total of all expenses incurred2020-02-29$0
Benefits paid (including direct rollovers)2020-02-29$0
Total plan assets at end of year2020-02-29$263,962
Total plan assets at beginning of year2020-02-29$234,247
Value of fidelity bond covering the plan2020-02-29$275,000
Total contributions received or receivable from participants2020-02-29$0
Expenses. Other expenses not covered elsewhere2020-02-29$0
Contributions received from other sources (not participants or employers)2020-02-29$0
Other income received2020-02-29$8,589
Noncash contributions received2020-02-29$0
Net income (gross income less expenses)2020-02-29$29,715
Net plan assets at end of year (total assets less liabilities)2020-02-29$263,962
Net plan assets at beginning of year (total assets less liabilities)2020-02-29$234,247
Total contributions received or receivable from employer(s)2020-02-29$21,126
Value of certain deemed distributions of participant loans2020-02-29$0
Value of corrective distributions2020-02-29$0
Expenses. Administrative service providers (salaries,fees and commissions)2020-02-29$0
2019 : MOUNT OLIVE WATER ASSOCIATION PROFIT SHARING PLAN & TRUST 2019 401k financial data
Transfers to/from the plan2019-02-28$0
Total income from all sources2019-02-28$24,079
Expenses. Total of all expenses incurred2019-02-28$0
Benefits paid (including direct rollovers)2019-02-28$0
Total plan assets at end of year2019-02-28$234,247
Total plan assets at beginning of year2019-02-28$210,168
Value of fidelity bond covering the plan2019-02-28$275,000
Total contributions received or receivable from participants2019-02-28$0
Expenses. Other expenses not covered elsewhere2019-02-28$0
Contributions received from other sources (not participants or employers)2019-02-28$0
Other income received2019-02-28$8,199
Noncash contributions received2019-02-28$0
Net income (gross income less expenses)2019-02-28$24,079
Net plan assets at end of year (total assets less liabilities)2019-02-28$234,247
Net plan assets at beginning of year (total assets less liabilities)2019-02-28$210,168
Total contributions received or receivable from employer(s)2019-02-28$15,880
Value of certain deemed distributions of participant loans2019-02-28$0
Value of corrective distributions2019-02-28$0
Expenses. Administrative service providers (salaries,fees and commissions)2019-02-28$0
2018 : MOUNT OLIVE WATER ASSOCIATION PROFIT SHARING PLAN & TRUST 2018 401k financial data
Transfers to/from the plan2018-02-28$0
Total plan liabilities at end of year2018-02-28$0
Total plan liabilities at beginning of year2018-02-28$0
Total income from all sources2018-02-28$23,675
Expenses. Total of all expenses incurred2018-02-28$2,842
Benefits paid (including direct rollovers)2018-02-28$2,842
Total plan assets at end of year2018-02-28$210,168
Total plan assets at beginning of year2018-02-28$189,335
Value of fidelity bond covering the plan2018-02-28$275,000
Total contributions received or receivable from participants2018-02-28$0
Expenses. Other expenses not covered elsewhere2018-02-28$0
Contributions received from other sources (not participants or employers)2018-02-28$0
Other income received2018-02-28$7,795
Noncash contributions received2018-02-28$0
Net income (gross income less expenses)2018-02-28$20,833
Net plan assets at end of year (total assets less liabilities)2018-02-28$210,168
Net plan assets at beginning of year (total assets less liabilities)2018-02-28$189,335
Total contributions received or receivable from employer(s)2018-02-28$15,880
Value of certain deemed distributions of participant loans2018-02-28$0
Value of corrective distributions2018-02-28$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-02-28$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-02-28$0
2017 : MOUNT OLIVE WATER ASSOCIATION PROFIT SHARING PLAN & TRUST 2017 401k financial data
Transfers to/from the plan2017-12-31$0
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$23,675
Expenses. Total of all expenses incurred2017-12-31$2,842
Benefits paid (including direct rollovers)2017-12-31$2,842
Total plan assets at end of year2017-12-31$210,168
Total plan assets at beginning of year2017-12-31$189,335
Value of fidelity bond covering the plan2017-12-31$275,000
Total contributions received or receivable from participants2017-12-31$0
Expenses. Other expenses not covered elsewhere2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$7,795
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$20,833
Net plan assets at end of year (total assets less liabilities)2017-12-31$210,168
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$189,335
Total contributions received or receivable from employer(s)2017-12-31$15,880
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Transfers to/from the plan2017-02-28$0
Total plan liabilities at end of year2017-02-28$0
Total plan liabilities at beginning of year2017-02-28$0
Total income from all sources2017-02-28$22,868
Expenses. Total of all expenses incurred2017-02-28$4,346
Benefits paid (including direct rollovers)2017-02-28$4,346
Total plan assets at end of year2017-02-28$189,335
Total plan assets at beginning of year2017-02-28$170,813
Value of fidelity bond covering the plan2017-02-28$275,000
Total contributions received or receivable from participants2017-02-28$0
Expenses. Other expenses not covered elsewhere2017-02-28$0
Contributions received from other sources (not participants or employers)2017-02-28$0
Other income received2017-02-28$6,988
Noncash contributions received2017-02-28$0
Net income (gross income less expenses)2017-02-28$18,522
Net plan assets at end of year (total assets less liabilities)2017-02-28$189,335
Net plan assets at beginning of year (total assets less liabilities)2017-02-28$170,813
Total contributions received or receivable from employer(s)2017-02-28$15,880
Value of certain deemed distributions of participant loans2017-02-28$0
Value of corrective distributions2017-02-28$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-02-28$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-02-28$0
2016 : MOUNT OLIVE WATER ASSOCIATION PROFIT SHARING PLAN & TRUST 2016 401k financial data
Transfers to/from the plan2016-02-29$0
Total income from all sources2016-02-29$23,595
Expenses. Total of all expenses incurred2016-02-29$51,072
Benefits paid (including direct rollovers)2016-02-29$51,072
Total plan assets at end of year2016-02-29$170,813
Total plan assets at beginning of year2016-02-29$198,290
Value of fidelity bond covering the plan2016-02-29$275,000
Total contributions received or receivable from participants2016-02-29$0
Contributions received from other sources (not participants or employers)2016-02-29$0
Other income received2016-02-29$7,715
Noncash contributions received2016-02-29$0
Net income (gross income less expenses)2016-02-29$-27,477
Net plan assets at end of year (total assets less liabilities)2016-02-29$170,813
Net plan assets at beginning of year (total assets less liabilities)2016-02-29$198,290
Total contributions received or receivable from employer(s)2016-02-29$15,880
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-02-29$0
2015 : MOUNT OLIVE WATER ASSOCIATION PROFIT SHARING PLAN & TRUST 2015 401k financial data
Transfers to/from the plan2015-02-28$0
Total plan liabilities at end of year2015-02-28$0
Total plan liabilities at beginning of year2015-02-28$0
Total income from all sources2015-02-28$23,258
Expenses. Total of all expenses incurred2015-02-28$0
Benefits paid (including direct rollovers)2015-02-28$0
Total plan assets at end of year2015-02-28$198,290
Total plan assets at beginning of year2015-02-28$175,032
Value of fidelity bond covering the plan2015-02-28$275,000
Total contributions received or receivable from participants2015-02-28$0
Expenses. Other expenses not covered elsewhere2015-02-28$0
Contributions received from other sources (not participants or employers)2015-02-28$0
Other income received2015-02-28$7,378
Noncash contributions received2015-02-28$0
Net income (gross income less expenses)2015-02-28$23,258
Net plan assets at end of year (total assets less liabilities)2015-02-28$198,290
Net plan assets at beginning of year (total assets less liabilities)2015-02-28$175,032
Total contributions received or receivable from employer(s)2015-02-28$15,880
Value of certain deemed distributions of participant loans2015-02-28$0
Value of corrective distributions2015-02-28$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-02-28$0
2014 : MOUNT OLIVE WATER ASSOCIATION PROFIT SHARING PLAN & TRUST 2014 401k financial data
Transfers to/from the plan2014-02-28$0
Total plan liabilities at end of year2014-02-28$0
Total plan liabilities at beginning of year2014-02-28$0
Total income from all sources2014-02-28$19,930
Expenses. Total of all expenses incurred2014-02-28$2,914
Benefits paid (including direct rollovers)2014-02-28$2,914
Total plan assets at end of year2014-02-28$175,032
Total plan assets at beginning of year2014-02-28$158,016
Value of fidelity bond covering the plan2014-02-28$275,000
Total contributions received or receivable from participants2014-02-28$0
Expenses. Other expenses not covered elsewhere2014-02-28$0
Contributions received from other sources (not participants or employers)2014-02-28$0
Other income received2014-02-28$6,525
Noncash contributions received2014-02-28$0
Net income (gross income less expenses)2014-02-28$17,016
Net plan assets at end of year (total assets less liabilities)2014-02-28$175,032
Net plan assets at beginning of year (total assets less liabilities)2014-02-28$158,016
Total contributions received or receivable from employer(s)2014-02-28$13,405
Value of certain deemed distributions of participant loans2014-02-28$0
Value of corrective distributions2014-02-28$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-02-28$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-02-28$0
2013 : MOUNT OLIVE WATER ASSOCIATION PROFIT SHARING PLAN & TRUST 2013 401k financial data
Transfers to/from the plan2013-02-28$0
Total plan liabilities at end of year2013-02-28$0
Total plan liabilities at beginning of year2013-02-28$0
Total income from all sources2013-02-28$23,149
Expenses. Total of all expenses incurred2013-02-28$14,056
Benefits paid (including direct rollovers)2013-02-28$14,056
Total plan assets at end of year2013-02-28$158,016
Total plan assets at beginning of year2013-02-28$148,923
Value of fidelity bond covering the plan2013-02-28$275,000
Total contributions received or receivable from participants2013-02-28$0
Expenses. Other expenses not covered elsewhere2013-02-28$0
Contributions received from other sources (not participants or employers)2013-02-28$0
Other income received2013-02-28$6,143
Noncash contributions received2013-02-28$0
Net income (gross income less expenses)2013-02-28$9,093
Net plan assets at end of year (total assets less liabilities)2013-02-28$158,016
Net plan assets at beginning of year (total assets less liabilities)2013-02-28$148,923
Total contributions received or receivable from employer(s)2013-02-28$17,006
Value of certain deemed distributions of participant loans2013-02-28$0
Value of corrective distributions2013-02-28$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-02-28$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-02-28$0
2012 : MOUNT OLIVE WATER ASSOCIATION PROFIT SHARING PLAN & TRUST 2012 401k financial data
Transfers to/from the plan2012-02-29$0
Total plan liabilities at end of year2012-02-29$0
Total plan liabilities at beginning of year2012-02-29$0
Total income from all sources2012-02-29$22,095
Expenses. Total of all expenses incurred2012-02-29$0
Benefits paid (including direct rollovers)2012-02-29$0
Total plan assets at end of year2012-02-29$148,923
Total plan assets at beginning of year2012-02-29$126,828
Value of fidelity bond covering the plan2012-02-29$275,000
Total contributions received or receivable from participants2012-02-29$0
Expenses. Other expenses not covered elsewhere2012-02-29$0
Contributions received from other sources (not participants or employers)2012-02-29$0
Other income received2012-02-29$5,259
Noncash contributions received2012-02-29$0
Net income (gross income less expenses)2012-02-29$22,095
Net plan assets at end of year (total assets less liabilities)2012-02-29$148,923
Net plan assets at beginning of year (total assets less liabilities)2012-02-29$126,828
Total contributions received or receivable from employer(s)2012-02-29$16,836
Value of certain deemed distributions of participant loans2012-02-29$0
Value of corrective distributions2012-02-29$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-02-29$0
2011 : MOUNT OLIVE WATER ASSOCIATION PROFIT SHARING PLAN & TRUST 2011 401k financial data
Transfers to/from the plan2011-02-28$0
Total plan liabilities at end of year2011-02-28$0
Total plan liabilities at beginning of year2011-02-28$0
Total income from all sources2011-02-28$20,739
Expenses. Total of all expenses incurred2011-02-28$21,892
Benefits paid (including direct rollovers)2011-02-28$21,892
Total plan assets at end of year2011-02-28$126,828
Total plan assets at beginning of year2011-02-28$127,981
Value of fidelity bond covering the plan2011-02-28$275,000
Total contributions received or receivable from participants2011-02-28$0
Expenses. Other expenses not covered elsewhere2011-02-28$0
Contributions received from other sources (not participants or employers)2011-02-28$0
Other income received2011-02-28$4,843
Noncash contributions received2011-02-28$0
Net income (gross income less expenses)2011-02-28$-1,153
Net plan assets at end of year (total assets less liabilities)2011-02-28$126,828
Net plan assets at beginning of year (total assets less liabilities)2011-02-28$127,981
Total contributions received or receivable from employer(s)2011-02-28$15,896
Value of certain deemed distributions of participant loans2011-02-28$0
Value of corrective distributions2011-02-28$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-02-28$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-02-28$0

Form 5500 Responses for MOUNT OLIVE WATER ASSOCIATION PROFIT SHARING PLAN & TRUST

2023: MOUNT OLIVE WATER ASSOCIATION PROFIT SHARING PLAN & TRUST 2023 form 5500 responses
2023-03-01Type of plan entitySingle employer plan
2023-03-01Submission has been amendedNo
2023-03-01This submission is the final filingNo
2023-03-01This return/report is a short plan year return/report (less than 12 months)No
2023-03-01Plan is a collectively bargained planNo
2023-03-01Plan funding arrangement – InsuranceYes
2023-03-01Plan funding arrangement – TrustYes
2023-03-01Plan benefit arrangement – InsuranceYes
2023-03-01Plan benefit arrangement - TrustYes
2022: MOUNT OLIVE WATER ASSOCIATION PROFIT SHARING PLAN & TRUST 2022 form 5500 responses
2022-03-01Type of plan entitySingle employer plan
2022-03-01Submission has been amendedNo
2022-03-01This submission is the final filingNo
2022-03-01This return/report is a short plan year return/report (less than 12 months)No
2022-03-01Plan is a collectively bargained planNo
2022-03-01Plan funding arrangement – InsuranceYes
2022-03-01Plan funding arrangement – TrustYes
2022-03-01Plan benefit arrangement – InsuranceYes
2022-03-01Plan benefit arrangement - TrustYes
2021: MOUNT OLIVE WATER ASSOCIATION PROFIT SHARING PLAN & TRUST 2021 form 5500 responses
2021-03-01Type of plan entitySingle employer plan
2021-03-01Submission has been amendedYes
2021-03-01This submission is the final filingNo
2021-03-01This return/report is a short plan year return/report (less than 12 months)No
2021-03-01Plan is a collectively bargained planNo
2021-03-01Plan funding arrangement – InsuranceYes
2021-03-01Plan funding arrangement – TrustYes
2021-03-01Plan benefit arrangement – InsuranceYes
2021-03-01Plan benefit arrangement - TrustYes
2020: MOUNT OLIVE WATER ASSOCIATION PROFIT SHARING PLAN & TRUST 2020 form 5500 responses
2020-03-01Type of plan entitySingle employer plan
2020-03-01Submission has been amendedNo
2020-03-01This submission is the final filingNo
2020-03-01This return/report is a short plan year return/report (less than 12 months)No
2020-03-01Plan is a collectively bargained planNo
2020-03-01Plan funding arrangement – InsuranceYes
2020-03-01Plan funding arrangement – TrustYes
2020-03-01Plan benefit arrangement – InsuranceYes
2020-03-01Plan benefit arrangement - TrustYes
2019: MOUNT OLIVE WATER ASSOCIATION PROFIT SHARING PLAN & TRUST 2019 form 5500 responses
2019-03-01Type of plan entitySingle employer plan
2019-03-01Submission has been amendedNo
2019-03-01This submission is the final filingNo
2019-03-01This return/report is a short plan year return/report (less than 12 months)No
2019-03-01Plan is a collectively bargained planNo
2019-03-01Plan funding arrangement – InsuranceYes
2019-03-01Plan funding arrangement – TrustYes
2019-03-01Plan benefit arrangement – InsuranceYes
2019-03-01Plan benefit arrangement - TrustYes
2018: MOUNT OLIVE WATER ASSOCIATION PROFIT SHARING PLAN & TRUST 2018 form 5500 responses
2018-03-01Type of plan entitySingle employer plan
2018-03-01Submission has been amendedYes
2018-03-01This submission is the final filingNo
2018-03-01This return/report is a short plan year return/report (less than 12 months)No
2018-03-01Plan is a collectively bargained planNo
2018-03-01Plan funding arrangement – InsuranceYes
2018-03-01Plan funding arrangement – TrustYes
2018-03-01Plan benefit arrangement – InsuranceYes
2018-03-01Plan benefit arrangement - TrustYes
2017: MOUNT OLIVE WATER ASSOCIATION PROFIT SHARING PLAN & TRUST 2017 form 5500 responses
2017-03-01Type of plan entitySingle employer plan
2017-03-01Submission has been amendedYes
2017-03-01This submission is the final filingNo
2017-03-01This return/report is a short plan year return/report (less than 12 months)No
2017-03-01Plan is a collectively bargained planNo
2017-03-01Plan funding arrangement – InsuranceYes
2017-03-01Plan funding arrangement – TrustYes
2017-03-01Plan benefit arrangement – InsuranceYes
2017-03-01Plan benefit arrangement - TrustYes
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 – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: MOUNT OLIVE WATER ASSOCIATION PROFIT SHARING PLAN & TRUST 2016 form 5500 responses
2016-03-01Type of plan entitySingle employer plan
2016-03-01Submission has been amendedNo
2016-03-01This submission is the final filingNo
2016-03-01This return/report is a short plan year return/report (less than 12 months)No
2016-03-01Plan is a collectively bargained planNo
2016-03-01Plan funding arrangement – InsuranceYes
2016-03-01Plan funding arrangement – TrustYes
2016-03-01Plan benefit arrangement – InsuranceYes
2016-03-01Plan benefit arrangement - TrustYes
2015: MOUNT OLIVE WATER ASSOCIATION PROFIT SHARING PLAN & TRUST 2015 form 5500 responses
2015-03-01Type of plan entitySingle employer plan
2015-03-01Submission has been amendedNo
2015-03-01This submission is the final filingNo
2015-03-01This return/report is a short plan year return/report (less than 12 months)No
2015-03-01Plan is a collectively bargained planNo
2015-03-01Plan funding arrangement – InsuranceYes
2015-03-01Plan funding arrangement – TrustYes
2015-03-01Plan benefit arrangement – InsuranceYes
2015-03-01Plan benefit arrangement - TrustYes
2014: MOUNT OLIVE WATER ASSOCIATION PROFIT SHARING PLAN & TRUST 2014 form 5500 responses
2014-03-01Type of plan entitySingle employer plan
2014-03-01Submission has been amendedNo
2014-03-01This submission is the final filingNo
2014-03-01This return/report is a short plan year return/report (less than 12 months)No
2014-03-01Plan is a collectively bargained planNo
2014-03-01Plan funding arrangement – InsuranceYes
2014-03-01Plan funding arrangement – TrustYes
2014-03-01Plan benefit arrangement – InsuranceYes
2014-03-01Plan benefit arrangement - TrustYes
2013: MOUNT OLIVE WATER ASSOCIATION PROFIT SHARING PLAN & TRUST 2013 form 5500 responses
2013-03-01Type of plan entitySingle employer plan
2013-03-01Submission has been amendedNo
2013-03-01This submission is the final filingNo
2013-03-01This return/report is a short plan year return/report (less than 12 months)No
2013-03-01Plan is a collectively bargained planNo
2013-03-01Plan funding arrangement – InsuranceYes
2013-03-01Plan funding arrangement – TrustYes
2013-03-01Plan benefit arrangement – InsuranceYes
2013-03-01Plan benefit arrangement - TrustYes
2012: MOUNT OLIVE WATER ASSOCIATION PROFIT SHARING PLAN & TRUST 2012 form 5500 responses
2012-03-01Type of plan entitySingle employer plan
2012-03-01Submission has been amendedNo
2012-03-01This submission is the final filingNo
2012-03-01This return/report is a short plan year return/report (less than 12 months)No
2012-03-01Plan is a collectively bargained planNo
2012-03-01Plan funding arrangement – InsuranceYes
2012-03-01Plan funding arrangement – TrustYes
2012-03-01Plan benefit arrangement – InsuranceYes
2012-03-01Plan benefit arrangement - TrustYes
2011: MOUNT OLIVE WATER ASSOCIATION PROFIT SHARING PLAN & TRUST 2011 form 5500 responses
2011-03-01Type of plan entitySingle employer plan
2011-03-01Submission has been amendedNo
2011-03-01This submission is the final filingNo
2011-03-01This return/report is a short plan year return/report (less than 12 months)No
2011-03-01Plan is a collectively bargained planNo
2011-03-01Plan funding arrangement – InsuranceYes
2011-03-01Plan funding arrangement – TrustYes
2011-03-01Plan benefit arrangement – InsuranceYes
2011-03-01Plan benefit arrangement - TrustYes
2010: MOUNT OLIVE WATER ASSOCIATION PROFIT SHARING PLAN & TRUST 2010 form 5500 responses
2010-03-01Type of plan entitySingle employer plan
2010-03-01Submission has been amendedNo
2010-03-01This submission is the final filingNo
2010-03-01This return/report is a short plan year return/report (less than 12 months)No
2010-03-01Plan is a collectively bargained planNo
2010-03-01Plan funding arrangement – InsuranceYes
2010-03-01Plan funding arrangement – TrustYes
2010-03-01Plan benefit arrangement – InsuranceYes
2010-03-01Plan benefit arrangement - TrustYes
2009: MOUNT OLIVE WATER ASSOCIATION PROFIT SHARING PLAN & TRUST 2009 form 5500 responses
2009-03-01Type of plan entitySingle employer plan
2009-03-01Submission has been amendedNo
2009-03-01This submission is the final filingNo
2009-03-01This return/report is a short plan year return/report (less than 12 months)No
2009-03-01Plan is a collectively bargained planNo
2009-03-01Plan funding arrangement – InsuranceYes
2009-03-01Plan funding arrangement – TrustYes
2009-03-01Plan benefit arrangement – InsuranceYes
2009-03-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

SOUTHERN FARM BUREAU LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68896 )
Policy contract numberT66
Policy instance 1
Insurance contract or identification numberT66
Number of Individuals Covered7
Insurance policy start date2023-03-01
Insurance policy end date2024-02-29
Total amount of commissions paid to insurance brokerUSD $791
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
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 Administration1
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
SOUTHERN FARM BUREAU LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68896 )
Policy contract numberT66
Policy instance 1
Insurance contract or identification numberT66
Number of Individuals Covered8
Insurance policy start date2022-03-01
Insurance policy end date2023-02-28
Total amount of commissions paid to insurance brokerUSD $703
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
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 Administration1
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
Commission paid to Insurance BrokerUSD $703
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerN/A
Insurance broker organization code?3
SOUTHERN FARM BUREAU LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68896 )
Policy contract numberT66
Policy instance 1
Insurance contract or identification numberT66
Number of Individuals Covered8
Insurance policy start date2021-03-01
Insurance policy end date2022-02-28
Total amount of commissions paid to insurance brokerUSD $473
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
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 Administration1
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
Commission paid to Insurance BrokerUSD $473
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerN/A
Insurance broker organization code?3
SOUTHERN FARM BUREAU LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68896 )
Policy contract numberT66
Policy instance 1
Insurance contract or identification numberT66
Number of Individuals Covered8
Insurance policy start date2020-03-01
Insurance policy end date2021-02-28
Total amount of commissions paid to insurance brokerUSD $252
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
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 Administration1
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
Commission paid to Insurance BrokerUSD $252
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerN/A
Insurance broker organization code?3
SOUTHERN FARM BUREAU LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68896 )
Policy contract numberT66
Policy instance 1
Insurance contract or identification numberT66
Number of Individuals Covered9
Insurance policy start date2019-03-01
Insurance policy end date2020-02-29
Total amount of commissions paid to insurance brokerUSD $661
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
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 Administration1
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
Commission paid to Insurance BrokerUSD $661
Insurance broker organization code?3
SOUTHERN FARM BUREAU LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68896 )
Policy contract numberT66
Policy instance 1
Insurance contract or identification numberT66
Number of Individuals Covered8
Insurance policy start date2018-03-01
Insurance policy end date2019-02-28
Total amount of commissions paid to insurance brokerUSD $476
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
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 Administration1
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
Commission paid to Insurance BrokerUSD $476
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerN/A
Insurance broker organization code?3
SOUTHERN FARM BUREAU LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68896 )
Policy contract numberT66
Policy instance 1
Insurance contract or identification numberT66
Number of Individuals Covered7
Insurance policy start date2017-03-01
Insurance policy end date2018-02-28
Total amount of commissions paid to insurance brokerUSD $465
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
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 Administration1
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
Commission paid to Insurance BrokerUSD $465
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerN/A
Insurance broker organization code?3
Insurance broker nameKEVIN VILLINES
SOUTHERN FARM BUREAU LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68896 )
Policy contract numberT66
Policy instance 1
Insurance contract or identification numberT66
Number of Individuals Covered7
Insurance policy start date2017-03-01
Insurance policy end date2018-02-28
Total amount of commissions paid to insurance brokerUSD $465
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
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 Administration1
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
Commission paid to Insurance BrokerUSD $465
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerN/A
Insurance broker organization code?3
Insurance broker nameKEVIN VILLINES
SOUTHERN FARM BUREAU LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68896 )
Policy contract numberT66
Policy instance 1
Insurance contract or identification numberT66
Number of Individuals Covered7
Insurance policy start date2017-03-01
Insurance policy end date2018-02-28
Total amount of commissions paid to insurance brokerUSD $465
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
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 Administration1
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
Commission paid to Insurance BrokerUSD $465
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerN/A
Insurance broker organization code?3
Insurance broker nameKEVIN VILLINES
SOUTHERN FARM BUREAU LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68896 )
Policy contract numberT66
Policy instance 1
Insurance contract or identification numberT66
Number of Individuals Covered7
Insurance policy start date2015-03-01
Insurance policy end date2016-02-28
Total amount of commissions paid to insurance brokerUSD $455
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 Administration1
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
Commission paid to Insurance BrokerUSD $455
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerN/A
Insurance broker organization code?3
Insurance broker nameKEVIN VILLINES
SOUTHERN FARM BUREAU LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68896 )
Policy contract numberT66
Policy instance 1
Insurance contract or identification numberT66
Number of Individuals Covered5
Insurance policy start date2014-03-01
Insurance policy end date2015-02-28
Total amount of commissions paid to insurance brokerUSD $451
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 Administration1
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
Commission paid to Insurance BrokerUSD $451
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerN/A
Insurance broker organization code?3
Insurance broker nameKEVIN VILLINES
SOUTHERN FARM BUREAU LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68896 )
Policy contract numberT66
Policy instance 1
Insurance contract or identification numberT66
Number of Individuals Covered5
Insurance policy start date2013-03-01
Insurance policy end date2014-02-28
Total amount of commissions paid to insurance brokerUSD $511
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 Administration1
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
Commission paid to Insurance BrokerUSD $511
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerN/A
Insurance broker organization code?3
Insurance broker nameKEVIN VILLINES
SOUTHERN FARM BUREAU LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68896 )
Policy contract numberT66
Policy instance 1
Insurance contract or identification numberT66
Number of Individuals Covered6
Insurance policy start date2012-03-01
Insurance policy end date2013-02-28
Total amount of commissions paid to insurance brokerUSD $461
Total amount of fees paid to insurance companyUSD $0
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $461
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerN/A
Insurance broker organization code?3
Insurance broker nameKEVIN L. VILLINES
SOUTHERN FARM BUREAU LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68896 )
Policy contract numberT66
Policy instance 1
Insurance contract or identification numberT66
Number of Individuals Covered7
Insurance policy start date2011-03-01
Insurance policy end date2012-02-29
Total amount of commissions paid to insurance brokerUSD $647
Total amount of fees paid to insurance companyUSD $0
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SOUTHERN FARM BUREAU LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68896 )
Policy contract numberT66
Policy instance 1
Insurance contract or identification numberT66
Number of Individuals Covered6
Insurance policy start date2010-03-01
Insurance policy end date2011-02-28
Total amount of commissions paid to insurance brokerUSD $395
Total amount of fees paid to insurance companyUSD $0
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $395
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerN/A
Insurance broker organization code?3
Insurance broker nameKEVIN L. VILLINES

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