FIRST STATE BANK & TRUST COMPANY has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan FIRST STATE BANK OF CARTHAGE EMPLOYEE MONEY PURCHASE PLAN & TRUST
401k plan membership statisitcs for FIRST STATE BANK OF CARTHAGE EMPLOYEE MONEY PURCHASE PLAN & TRUST
| Measure | Date | Value |
|---|
| 2023: FIRST STATE BANK OF CARTHAGE EMPLOYEE MONEY PURCHASE PLAN & TRUST 2023 401k membership |
|---|
| Total participants, beginning-of-year | 2023-01-01 | 57 |
| Total number of active participants reported on line 7a of the Form 5500 | 2023-01-01 | 43 |
| Number of retired or separated participants receiving benefits | 2023-01-01 | 11 |
| Total of all active and inactive participants | 2023-01-01 | 54 |
| Total participants | 2023-01-01 | 54 |
| Number of participants with account balances | 2023-01-01 | 54 |
| 2022: FIRST STATE BANK OF CARTHAGE EMPLOYEE MONEY PURCHASE PLAN & TRUST 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-01-01 | 57 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 44 |
| Number of retired or separated participants receiving benefits | 2022-01-01 | 13 |
| Total of all active and inactive participants | 2022-01-01 | 57 |
| Total participants | 2022-01-01 | 57 |
| Number of participants with account balances | 2022-01-01 | 57 |
| 2021: FIRST STATE BANK OF CARTHAGE EMPLOYEE MONEY PURCHASE PLAN & TRUST 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-01-01 | 58 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 44 |
| Number of retired or separated participants receiving benefits | 2021-01-01 | 13 |
| Total of all active and inactive participants | 2021-01-01 | 57 |
| Total participants | 2021-01-01 | 57 |
| Number of participants with account balances | 2021-01-01 | 57 |
| 2020: FIRST STATE BANK OF CARTHAGE EMPLOYEE MONEY PURCHASE PLAN & TRUST 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-01-01 | 56 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 43 |
| Number of retired or separated participants receiving benefits | 2020-01-01 | 15 |
| Total of all active and inactive participants | 2020-01-01 | 58 |
| Total participants | 2020-01-01 | 58 |
| Number of participants with account balances | 2020-01-01 | 58 |
| 2019: FIRST STATE BANK OF CARTHAGE EMPLOYEE MONEY PURCHASE PLAN & TRUST 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 58 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 41 |
| Number of retired or separated participants receiving benefits | 2019-01-01 | 15 |
| Total of all active and inactive participants | 2019-01-01 | 56 |
| Total participants | 2019-01-01 | 56 |
| Number of participants with account balances | 2019-01-01 | 56 |
| 2018: FIRST STATE BANK OF CARTHAGE EMPLOYEE MONEY PURCHASE PLAN & TRUST 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 63 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 43 |
| Number of retired or separated participants receiving benefits | 2018-01-01 | 16 |
| Total of all active and inactive participants | 2018-01-01 | 59 |
| Total participants | 2018-01-01 | 59 |
| Number of participants with account balances | 2018-01-01 | 59 |
| 2017: FIRST STATE BANK OF CARTHAGE EMPLOYEE MONEY PURCHASE PLAN & TRUST 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 76 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 47 |
| Number of retired or separated participants receiving benefits | 2017-01-01 | 16 |
| Total of all active and inactive participants | 2017-01-01 | 63 |
| Total participants | 2017-01-01 | 63 |
| Number of participants with account balances | 2017-01-01 | 63 |
| 2016: FIRST STATE BANK OF CARTHAGE EMPLOYEE MONEY PURCHASE PLAN & TRUST 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 76 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 52 |
| Number of retired or separated participants receiving benefits | 2016-01-01 | 23 |
| Total of all active and inactive participants | 2016-01-01 | 75 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 1 |
| Total participants | 2016-01-01 | 76 |
| Number of participants with account balances | 2016-01-01 | 76 |
| 2015: FIRST STATE BANK OF CARTHAGE EMPLOYEE MONEY PURCHASE PLAN & TRUST 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 78 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 51 |
| Number of retired or separated participants receiving benefits | 2015-01-01 | 24 |
| Total of all active and inactive participants | 2015-01-01 | 75 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 1 |
| Total participants | 2015-01-01 | 76 |
| Number of participants with account balances | 2015-01-01 | 76 |
| 2014: FIRST STATE BANK OF CARTHAGE EMPLOYEE MONEY PURCHASE PLAN & TRUST 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 81 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 52 |
| Number of retired or separated participants receiving benefits | 2014-01-01 | 24 |
| Total of all active and inactive participants | 2014-01-01 | 76 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 2 |
| Total participants | 2014-01-01 | 78 |
| Number of participants with account balances | 2014-01-01 | 78 |
| 2013: FIRST STATE BANK OF CARTHAGE EMPLOYEE MONEY PURCHASE PLAN & TRUST 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 116 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 56 |
| Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 23 |
| Total of all active and inactive participants | 2013-01-01 | 79 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 2 |
| Total participants | 2013-01-01 | 81 |
| Number of participants with account balances | 2013-01-01 | 81 |
| 2012: FIRST STATE BANK OF CARTHAGE EMPLOYEE MONEY PURCHASE PLAN & TRUST 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 66 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 59 |
| Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 51 |
| Total of all active and inactive participants | 2012-01-01 | 110 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 4 |
| Total participants | 2012-01-01 | 114 |
| Number of participants with account balances | 2012-01-01 | 114 |
| 2011: FIRST STATE BANK OF CARTHAGE EMPLOYEE MONEY PURCHASE PLAN & TRUST 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 59 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 52 |
| Number of retired or separated participants receiving benefits | 2011-01-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 6 |
| Total of all active and inactive participants | 2011-01-01 | 59 |
| Total participants | 2011-01-01 | 59 |
| 2009: FIRST STATE BANK OF CARTHAGE EMPLOYEE MONEY PURCHASE PLAN & TRUST 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 52 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 51 |
| Total of all active and inactive participants | 2009-01-01 | 51 |
| Total participants | 2009-01-01 | 51 |
| Number of participants with account balances | 2009-01-01 | 51 |
| Measure | Date | Value |
|---|
| 2023 : FIRST STATE BANK OF CARTHAGE EMPLOYEE MONEY PURCHASE PLAN & TRUST 2023 401k financial data |
|---|
| Total income from all sources | 2023-12-31 | $605,640 |
| Expenses. Total of all expenses incurred | 2023-12-31 | $720,825 |
| Benefits paid (including direct rollovers) | 2023-12-31 | $720,825 |
| Total plan assets at end of year | 2023-12-31 | $9,442,361 |
| Total plan assets at beginning of year | 2023-12-31 | $9,557,546 |
| Value of fidelity bond covering the plan | 2023-12-31 | $5,000,000 |
| Total contributions received or receivable from participants | 2023-12-31 | $108,033 |
| Other income received | 2023-12-31 | $209,465 |
| Net income (gross income less expenses) | 2023-12-31 | $-115,185 |
| Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $9,442,361 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $9,557,546 |
| Total contributions received or receivable from employer(s) | 2023-12-31 | $288,142 |
| 2022 : FIRST STATE BANK OF CARTHAGE EMPLOYEE MONEY PURCHASE PLAN & TRUST 2022 401k financial data |
|---|
| Total income from all sources | 2022-12-31 | $569,779 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $249,596 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $249,596 |
| Total plan assets at end of year | 2022-12-31 | $9,557,546 |
| Total plan assets at beginning of year | 2022-12-31 | $9,237,363 |
| Value of fidelity bond covering the plan | 2022-12-31 | $5,000,000 |
| Total contributions received or receivable from participants | 2022-12-31 | $98,140 |
| Other income received | 2022-12-31 | $209,933 |
| Net income (gross income less expenses) | 2022-12-31 | $320,183 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $9,557,546 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $9,237,363 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $261,706 |
| 2021 : FIRST STATE BANK OF CARTHAGE EMPLOYEE MONEY PURCHASE PLAN & TRUST 2021 401k financial data |
|---|
| Total income from all sources | 2021-12-31 | $565,201 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $225,964 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $225,964 |
| Total plan assets at end of year | 2021-12-31 | $9,237,363 |
| Total plan assets at beginning of year | 2021-12-31 | $8,898,126 |
| Value of fidelity bond covering the plan | 2021-12-31 | $5,000,000 |
| Total contributions received or receivable from participants | 2021-12-31 | $93,959 |
| Other income received | 2021-12-31 | $220,679 |
| Net income (gross income less expenses) | 2021-12-31 | $339,237 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $9,237,363 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $8,898,126 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $250,563 |
| 2020 : FIRST STATE BANK OF CARTHAGE EMPLOYEE MONEY PURCHASE PLAN & TRUST 2020 401k financial data |
|---|
| Total income from all sources | 2020-12-31 | $521,370 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $72,278 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $72,278 |
| Total plan assets at end of year | 2020-12-31 | $8,898,126 |
| Total plan assets at beginning of year | 2020-12-31 | $8,449,034 |
| Value of fidelity bond covering the plan | 2020-12-31 | $5,000,000 |
| Total contributions received or receivable from participants | 2020-12-31 | $83,423 |
| Other income received | 2020-12-31 | $215,486 |
| Net income (gross income less expenses) | 2020-12-31 | $449,092 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $8,898,126 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $8,449,034 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $222,461 |
| 2019 : FIRST STATE BANK OF CARTHAGE EMPLOYEE MONEY PURCHASE PLAN & TRUST 2019 401k financial data |
|---|
| Total income from all sources | 2019-12-31 | $538,508 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $559,525 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $559,525 |
| Total plan assets at end of year | 2019-12-31 | $8,449,034 |
| Total plan assets at beginning of year | 2019-12-31 | $8,470,051 |
| Value of fidelity bond covering the plan | 2019-12-31 | $5,000,000 |
| Total contributions received or receivable from participants | 2019-12-31 | $83,329 |
| Other income received | 2019-12-31 | $229,883 |
| Net income (gross income less expenses) | 2019-12-31 | $-21,017 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $8,449,034 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $8,470,051 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $225,296 |
| 2018 : FIRST STATE BANK OF CARTHAGE EMPLOYEE MONEY PURCHASE PLAN & TRUST 2018 401k financial data |
|---|
| Total income from all sources | 2018-12-31 | $535,135 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $240,927 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $240,927 |
| Total plan assets at end of year | 2018-12-31 | $8,470,051 |
| Total plan assets at beginning of year | 2018-12-31 | $8,175,843 |
| Value of fidelity bond covering the plan | 2018-12-31 | $5,000,000 |
| Total contributions received or receivable from participants | 2018-12-31 | $83,333 |
| Other income received | 2018-12-31 | $229,819 |
| Net income (gross income less expenses) | 2018-12-31 | $294,208 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $8,470,051 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $8,175,843 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $221,983 |
| 2017 : FIRST STATE BANK OF CARTHAGE EMPLOYEE MONEY PURCHASE PLAN & TRUST 2017 401k financial data |
|---|
| Total income from all sources | 2017-12-31 | $570,426 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $1,051,962 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $1,051,962 |
| Total plan assets at end of year | 2017-12-31 | $8,175,843 |
| Total plan assets at beginning of year | 2017-12-31 | $8,657,379 |
| Value of fidelity bond covering the plan | 2017-12-31 | $5,000,000 |
| Total contributions received or receivable from participants | 2017-12-31 | $88,524 |
| Other income received | 2017-12-31 | $246,027 |
| Net income (gross income less expenses) | 2017-12-31 | $-481,536 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $8,175,843 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $8,657,379 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $235,875 |
| 2016 : FIRST STATE BANK OF CARTHAGE EMPLOYEE MONEY PURCHASE PLAN & TRUST 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $575,349 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $2,630 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $2,630 |
| Total plan assets at end of year | 2016-12-31 | $8,657,379 |
| Total plan assets at beginning of year | 2016-12-31 | $8,084,660 |
| Value of fidelity bond covering the plan | 2016-12-31 | $7,000,000 |
| Total contributions received or receivable from participants | 2016-12-31 | $84,492 |
| Other income received | 2016-12-31 | $265,674 |
| Net income (gross income less expenses) | 2016-12-31 | $572,719 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $8,657,379 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $8,084,660 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $225,183 |
| 2015 : FIRST STATE BANK OF CARTHAGE EMPLOYEE MONEY PURCHASE PLAN & TRUST 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $725,773 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $145,436 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $145,436 |
| Total plan assets at end of year | 2015-12-31 | $8,084,660 |
| Total plan assets at beginning of year | 2015-12-31 | $7,504,323 |
| Value of fidelity bond covering the plan | 2015-12-31 | $7,000,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $81,370 |
| Contributions received from other sources (not participants or employers) | 2015-12-31 | $176,537 |
| Other income received | 2015-12-31 | $250,878 |
| Net income (gross income less expenses) | 2015-12-31 | $580,337 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $8,084,660 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $7,504,323 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $216,988 |
| 2014 : FIRST STATE BANK OF CARTHAGE EMPLOYEE MONEY PURCHASE PLAN & TRUST 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $521,831 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $48,800 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $48,800 |
| Total plan assets at end of year | 2014-12-31 | $7,504,323 |
| Total plan assets at beginning of year | 2014-12-31 | $7,031,292 |
| Value of fidelity bond covering the plan | 2014-12-31 | $7,000,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $76,620 |
| Other income received | 2014-12-31 | $240,895 |
| Net income (gross income less expenses) | 2014-12-31 | $473,031 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $7,504,323 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $7,031,292 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $204,316 |
| 2013 : FIRST STATE BANK OF CARTHAGE EMPLOYEE MONEY PURCHASE PLAN & TRUST 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $586,968 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $732,647 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $732,647 |
| Total plan assets at end of year | 2013-12-31 | $7,031,295 |
| Total plan assets at beginning of year | 2013-12-31 | $7,176,974 |
| Value of fidelity bond covering the plan | 2013-12-31 | $7,000,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $86,675 |
| Other income received | 2013-12-31 | $269,161 |
| Net income (gross income less expenses) | 2013-12-31 | $-145,679 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $7,031,295 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $7,176,974 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $231,132 |
| 2012 : FIRST STATE BANK OF CARTHAGE EMPLOYEE MONEY PURCHASE PLAN & TRUST 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $1,335,181 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $13,172 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $13,172 |
| Total plan assets at end of year | 2012-12-31 | $7,176,974 |
| Total plan assets at beginning of year | 2012-12-31 | $5,854,965 |
| Value of fidelity bond covering the plan | 2012-12-31 | $5,000,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $70,143 |
| Other income received | 2012-12-31 | $254,270 |
| Net income (gross income less expenses) | 2012-12-31 | $1,322,009 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $7,176,974 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $5,854,965 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $1,010,768 |
| 2011 : FIRST STATE BANK OF CARTHAGE EMPLOYEE MONEY PURCHASE PLAN & TRUST 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $522,056 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $50,000 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $50,000 |
| Total plan assets at end of year | 2011-12-31 | $5,854,965 |
| Total plan assets at beginning of year | 2011-12-31 | $5,382,909 |
| Value of fidelity bond covering the plan | 2011-12-31 | $50,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $60,338 |
| Other income received | 2011-12-31 | $255,676 |
| Net income (gross income less expenses) | 2011-12-31 | $472,056 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $5,854,965 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $5,382,909 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $206,042 |
| 2010 : FIRST STATE BANK OF CARTHAGE EMPLOYEE MONEY PURCHASE PLAN & TRUST 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $540,143 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $62,903 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $62,903 |
| Total plan assets at end of year | 2010-12-31 | $5,382,909 |
| Total plan assets at beginning of year | 2010-12-31 | $4,905,669 |
| Value of fidelity bond covering the plan | 2010-12-31 | $50,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $74,113 |
| Other income received | 2010-12-31 | $249,417 |
| Net income (gross income less expenses) | 2010-12-31 | $477,240 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $5,382,909 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $4,905,669 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $216,613 |
| 2023: FIRST STATE BANK OF CARTHAGE EMPLOYEE MONEY PURCHASE PLAN & TRUST 2023 form 5500 responses |
|---|
| 2023-01-01 | Type of plan entity | Single employer plan |
| 2023-01-01 | Submission has been amended | No |
| 2023-01-01 | This submission is the final filing | No |
| 2023-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2023-01-01 | Plan is a collectively bargained plan | No |
| 2023-01-01 | Plan funding arrangement – Insurance | Yes |
| 2023-01-01 | Plan funding arrangement – Trust | Yes |
| 2023-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2023-01-01 | Plan benefit arrangement - Trust | Yes |
| 2022: FIRST STATE BANK OF CARTHAGE EMPLOYEE MONEY PURCHASE PLAN & TRUST 2022 form 5500 responses |
|---|
| 2022-01-01 | Type of plan entity | Single employer plan |
| 2022-01-01 | Submission has been amended | No |
| 2022-01-01 | This submission is the final filing | No |
| 2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2022-01-01 | Plan is a collectively bargained plan | No |
| 2022-01-01 | Plan funding arrangement – Insurance | Yes |
| 2022-01-01 | Plan funding arrangement – Trust | Yes |
| 2022-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2022-01-01 | Plan benefit arrangement - Trust | Yes |
| 2021: FIRST STATE BANK OF CARTHAGE EMPLOYEE MONEY PURCHASE PLAN & TRUST 2021 form 5500 responses |
|---|
| 2021-01-01 | Type of plan entity | Single employer plan |
| 2021-01-01 | Submission has been amended | No |
| 2021-01-01 | This submission is the final filing | No |
| 2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-01-01 | Plan is a collectively bargained plan | No |
| 2021-01-01 | Plan funding arrangement – Insurance | Yes |
| 2021-01-01 | Plan funding arrangement – Trust | Yes |
| 2021-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2021-01-01 | Plan benefit arrangement - Trust | Yes |
| 2020: FIRST STATE BANK OF CARTHAGE EMPLOYEE MONEY PURCHASE PLAN & TRUST 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | Submission has been amended | No |
| 2020-01-01 | This submission is the final filing | No |
| 2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-01-01 | Plan is a collectively bargained plan | No |
| 2020-01-01 | Plan funding arrangement – Insurance | Yes |
| 2020-01-01 | Plan funding arrangement – Trust | Yes |
| 2020-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
| 2019: FIRST STATE BANK OF CARTHAGE EMPLOYEE MONEY PURCHASE PLAN & TRUST 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Submission has been amended | No |
| 2019-01-01 | This submission is the final filing | No |
| 2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-01-01 | Plan is a collectively bargained plan | No |
| 2019-01-01 | Plan funding arrangement – Insurance | Yes |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: FIRST STATE BANK OF CARTHAGE EMPLOYEE MONEY PURCHASE PLAN & TRUST 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Submission has been amended | No |
| 2018-01-01 | This submission is the final filing | No |
| 2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-01-01 | Plan is a collectively bargained plan | No |
| 2018-01-01 | Plan funding arrangement – Insurance | Yes |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: FIRST STATE BANK OF CARTHAGE EMPLOYEE MONEY PURCHASE PLAN & TRUST 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Submission has been amended | No |
| 2017-01-01 | This submission is the final filing | No |
| 2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-01-01 | Plan is a collectively bargained plan | No |
| 2017-01-01 | Plan funding arrangement – Insurance | Yes |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: FIRST STATE BANK OF CARTHAGE EMPLOYEE MONEY PURCHASE PLAN & TRUST 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Submission has been amended | No |
| 2016-01-01 | This submission is the final filing | No |
| 2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-01-01 | Plan is a collectively bargained plan | No |
| 2016-01-01 | Plan funding arrangement – Insurance | Yes |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: FIRST STATE BANK OF CARTHAGE EMPLOYEE MONEY PURCHASE PLAN & TRUST 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Submission has been amended | No |
| 2015-01-01 | This submission is the final filing | No |
| 2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-01-01 | Plan is a collectively bargained plan | No |
| 2015-01-01 | Plan funding arrangement – Insurance | Yes |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: FIRST STATE BANK OF CARTHAGE EMPLOYEE MONEY PURCHASE PLAN & TRUST 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Submission has been amended | No |
| 2014-01-01 | This submission is the final filing | No |
| 2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-01-01 | Plan is a collectively bargained plan | No |
| 2014-01-01 | Plan funding arrangement – Insurance | Yes |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: FIRST STATE BANK OF CARTHAGE EMPLOYEE MONEY PURCHASE PLAN & TRUST 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Submission has been amended | No |
| 2013-01-01 | This submission is the final filing | No |
| 2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-01-01 | Plan is a collectively bargained plan | No |
| 2013-01-01 | Plan funding arrangement – Insurance | Yes |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: FIRST STATE BANK OF CARTHAGE EMPLOYEE MONEY PURCHASE PLAN & TRUST 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Submission has been amended | No |
| 2012-01-01 | This submission is the final filing | No |
| 2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-01-01 | Plan is a collectively bargained plan | No |
| 2012-01-01 | Plan funding arrangement – Insurance | Yes |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: FIRST STATE BANK OF CARTHAGE EMPLOYEE MONEY PURCHASE PLAN & TRUST 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Submission has been amended | No |
| 2011-01-01 | This submission is the final filing | No |
| 2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-01-01 | Plan is a collectively bargained plan | No |
| 2011-01-01 | Plan funding arrangement – Insurance | Yes |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: FIRST STATE BANK OF CARTHAGE EMPLOYEE MONEY PURCHASE PLAN & TRUST 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | No |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan is a collectively bargained plan | No |
| 2009-01-01 | Plan funding arrangement – Insurance | Yes |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
| PAN AMERICAN ASSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 93459 ) |
| Policy contract number | 900082 |
| Policy instance | 2 |
| Insurance contract or identification number | 900082 | | Number of Individuals Covered | 22 | | Insurance policy start date | 2023-01-01 | | Insurance policy end date | 2023-12-31 | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 ) |
| Policy contract number | 781032 |
| Policy instance | 1 |
| Insurance contract or identification number | 781032 | | Number of Individuals Covered | 60 | | Insurance policy start date | 2023-01-01 | | Insurance policy end date | 2023-12-31 | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| PAN AMERICAN ASSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 93459 ) |
| Policy contract number | 900082 |
| Policy instance | 2 |
| Insurance contract or identification number | 900082 | | Number of Individuals Covered | 24 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-12-31 | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 ) |
| Policy contract number | 781032 |
| Policy instance | 1 |
| Insurance contract or identification number | 781032 | | Number of Individuals Covered | 60 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-12-31 | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| PAN AMERICAN ASSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 93459 ) |
| Policy contract number | 900082 |
| Policy instance | 2 |
| Insurance contract or identification number | 900082 | | Number of Individuals Covered | 24 | | Insurance policy start date | 2021-01-01 | | Insurance policy end date | 2021-12-31 | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 ) |
| Policy contract number | 781032 |
| Policy instance | 1 |
| Insurance contract or identification number | 781032 | | Number of Individuals Covered | 60 | | Insurance policy start date | 2021-01-01 | | Insurance policy end date | 2021-12-31 | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| PAN AMERICAN ASSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 93459 ) |
| Policy contract number | 900082 |
| Policy instance | 2 |
| Insurance contract or identification number | 900082 | | Number of Individuals Covered | 24 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2020-12-31 | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 ) |
| Policy contract number | 781032 |
| Policy instance | 1 |
| Insurance contract or identification number | 781032 | | Number of Individuals Covered | 60 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2020-12-31 | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| PAN AMERICAN ASSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 93459 ) |
| Policy contract number | 900082 |
| Policy instance | 2 |
| Insurance contract or identification number | 900082 | | Number of Individuals Covered | 29 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 ) |
| Policy contract number | 781032 |
| Policy instance | 1 |
| Insurance contract or identification number | 781032 | | Number of Individuals Covered | 60 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| PAN AMERICAN ASSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 93459 ) |
| Policy contract number | 900082 |
| Policy instance | 2 |
| Insurance contract or identification number | 900082 | | Number of Individuals Covered | 29 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 ) |
| Policy contract number | 781032 |
| Policy instance | 1 |
| Insurance contract or identification number | 781032 | | Number of Individuals Covered | 60 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| PAN AMERICAN ASSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 93459 ) |
| Policy contract number | 900082 |
| Policy instance | 2 |
| Insurance contract or identification number | 900082 | | Number of Individuals Covered | 36 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 ) |
| Policy contract number | 781032 |
| Policy instance | 1 |
| Insurance contract or identification number | 781032 | | Number of Individuals Covered | 60 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
