TEXAS STAR BANK has sponsored the creation of one or more 401k plans.
| Measure | Date | Value |
|---|
| 2014: TEXAS STAR BANK 401(K) PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 96 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 91 |
| Number of retired or separated participants receiving benefits | 2014-01-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 6 |
| Total of all active and inactive participants | 2014-01-01 | 98 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
| Total participants | 2014-01-01 | 98 |
| Number of participants with account balances | 2014-01-01 | 60 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 2 |
| 2013: TEXAS STAR BANK 401(K) PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 97 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 93 |
| Number of retired or separated participants receiving benefits | 2013-01-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 6 |
| Total of all active and inactive participants | 2013-01-01 | 100 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
| Total participants | 2013-01-01 | 100 |
| Number of participants with account balances | 2013-01-01 | 62 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 2 |
| 2012: TEXAS STAR BANK 401(K) PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 103 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 99 |
| Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 5 |
| Total of all active and inactive participants | 2012-01-01 | 104 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
| Total participants | 2012-01-01 | 104 |
| Number of participants with account balances | 2012-01-01 | 99 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 3 |
| 2011: TEXAS STAR BANK 401(K) PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 102 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 100 |
| Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 0 |
| Total of all active and inactive participants | 2011-01-01 | 100 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
| Total participants | 2011-01-01 | 100 |
| Number of participants with account balances | 2011-01-01 | 63 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
| 2010: TEXAS STAR BANK 401(K) PLAN 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-01-01 | 101 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 98 |
| Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 0 |
| Total of all active and inactive participants | 2010-01-01 | 98 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
| Total participants | 2010-01-01 | 98 |
| Number of participants with account balances | 2010-01-01 | 65 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 0 |
| 2009: TEXAS STAR BANK 401(K) PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 97 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 95 |
| Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 2 |
| Total of all active and inactive participants | 2009-01-01 | 97 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 1 |
| Total participants | 2009-01-01 | 98 |
| Number of participants with account balances | 2009-01-01 | 64 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 3 |
| Measure | Date | Value |
|---|
| 2014 : TEXAS STAR BANK 401(K) PLAN 2014 401k financial data |
|---|
| Transfers to/from the plan | 2014-12-31 | $0 |
| Total income from all sources | 2014-12-31 | $293,710 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $172,039 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $170,287 |
| Total plan assets at end of year | 2014-12-31 | $2,148,657 |
| Total plan assets at beginning of year | 2014-12-31 | $2,026,986 |
| Value of fidelity bond covering the plan | 2014-12-31 | $2,000,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $157,639 |
| Expenses. Other expenses not covered elsewhere | 2014-12-31 | $1,752 |
| Contributions received from other sources (not participants or employers) | 2014-12-31 | $2,615 |
| Other income received | 2014-12-31 | $103,374 |
| Net income (gross income less expenses) | 2014-12-31 | $121,671 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $2,148,657 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $2,026,986 |
| Assets. Value of participant loans | 2014-12-31 | $112,518 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $30,082 |
| Value of certain deemed distributions of participant loans | 2014-12-31 | $0 |
| Value of corrective distributions | 2014-12-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2014-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2014-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2014-12-31 | $0 |
| 2013 : TEXAS STAR BANK 401(K) PLAN 2013 401k financial data |
|---|
| Transfers to/from the plan | 2013-12-31 | $0 |
| Total income from all sources | 2013-12-31 | $293,713 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $28,861 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $27,367 |
| Total plan assets at end of year | 2013-12-31 | $2,026,986 |
| Total plan assets at beginning of year | 2013-12-31 | $1,762,134 |
| Value of fidelity bond covering the plan | 2013-12-31 | $2,000,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $155,756 |
| Expenses. Other expenses not covered elsewhere | 2013-12-31 | $1,494 |
| Contributions received from other sources (not participants or employers) | 2013-12-31 | $0 |
| Other income received | 2013-12-31 | $137,957 |
| Net income (gross income less expenses) | 2013-12-31 | $264,852 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $2,026,986 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $1,762,134 |
| Assets. Value of participant loans | 2013-12-31 | $87,351 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $0 |
| Value of certain deemed distributions of participant loans | 2013-12-31 | $0 |
| Value of corrective distributions | 2013-12-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2013-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2013-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2013-12-31 | $0 |
| 2012 : TEXAS STAR BANK 401(K) PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $278,387 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $63,088 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $61,688 |
| Total plan assets at end of year | 2012-12-31 | $1,762,134 |
| Total plan assets at beginning of year | 2012-12-31 | $1,546,835 |
| Value of fidelity bond covering the plan | 2012-12-31 | $2,000,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $161,493 |
| Expenses. Other expenses not covered elsewhere | 2012-12-31 | $1,400 |
| Other income received | 2012-12-31 | $83,866 |
| Net income (gross income less expenses) | 2012-12-31 | $215,299 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $1,762,134 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $1,546,835 |
| Assets. Value of participant loans | 2012-12-31 | $104,181 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $33,028 |
| Funding deficiency by the employer to the plan for this plan year | 2012-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2012-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2012-12-31 | $0 |
| 2011 : TEXAS STAR BANK 401(K) PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $224,809 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $180,581 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $179,140 |
| Total plan assets at end of year | 2011-12-31 | $1,546,835 |
| Total plan assets at beginning of year | 2011-12-31 | $1,502,607 |
| Value of fidelity bond covering the plan | 2011-12-31 | $2,000,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $181,853 |
| Expenses. Other expenses not covered elsewhere | 2011-12-31 | $1,441 |
| Other income received | 2011-12-31 | $31,064 |
| Net income (gross income less expenses) | 2011-12-31 | $44,228 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $1,546,835 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $1,502,607 |
| Assets. Value of participant loans | 2011-12-31 | $110,255 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $11,892 |
| Funding deficiency by the employer to the plan for this plan year | 2011-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2011-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2011-12-31 | $0 |
| 2010 : TEXAS STAR BANK 401(K) PLAN 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $263,149 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $28,249 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $25,389 |
| Total plan assets at end of year | 2010-12-31 | $1,502,607 |
| Total plan assets at beginning of year | 2010-12-31 | $1,267,707 |
| Value of fidelity bond covering the plan | 2010-12-31 | $2,000,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $159,659 |
| Expenses. Other expenses not covered elsewhere | 2010-12-31 | $2,017 |
| Contributions received from other sources (not participants or employers) | 2010-12-31 | $26,114 |
| Other income received | 2010-12-31 | $77,376 |
| Net income (gross income less expenses) | 2010-12-31 | $234,900 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $1,502,607 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $1,267,707 |
| Assets. Value of participant loans | 2010-12-31 | $114,280 |
| Value of corrective distributions | 2010-12-31 | $843 |
| Funding deficiency by the employer to the plan for this plan year | 2010-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2010-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2010-12-31 | $0 |
| 2009 : TEXAS STAR BANK 401(K) PLAN 2009 401k financial data |
|---|
| Funding deficiency by the employer to the plan for this plan year | 2009-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2009-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2009-12-31 | $0 |
| 2014: TEXAS STAR BANK 401(K) PLAN 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 |
| 2013: TEXAS STAR BANK 401(K) PLAN 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 |
| 2012: TEXAS STAR BANK 401(K) PLAN 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 |
| 2011: TEXAS STAR BANK 401(K) PLAN 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 |
| 2010: TEXAS STAR BANK 401(K) PLAN 2010 form 5500 responses |
|---|
| 2010-01-01 | Type of plan entity | Single employer plan |
| 2010-01-01 | Submission has been amended | No |
| 2010-01-01 | This submission is the final filing | No |
| 2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2010-01-01 | Plan is a collectively bargained plan | No |
| 2010-01-01 | Plan funding arrangement – Insurance | Yes |
| 2010-01-01 | Plan funding arrangement – Trust | Yes |
| 2010-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2009: TEXAS STAR BANK 401(K) PLAN 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 |
| HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 ) |
| Policy contract number | GA-029514 |
| Policy instance | 1 |
| Insurance contract or identification number | GA-029514 | | Number of Individuals Covered | 60 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Total amount of commissions paid to insurance broker | USD $5,829 | | Total amount of fees paid to insurance company | USD $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 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? | Yes | | 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 | | Commission paid to Insurance Broker | USD $5,829 | | Insurance broker organization code? | 3 | | Insurance broker name | WELLS FARGO ADVISORS INS AGENCY, LL |
|
| HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 ) |
| Policy contract number | GA-029514 |
| Policy instance | 1 |
| Insurance contract or identification number | GA-029514 | | Number of Individuals Covered | 62 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | Total amount of commissions paid to insurance broker | USD $5,157 | | Total amount of fees paid to insurance company | USD $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 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? | Yes | | 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 | | Commission paid to Insurance Broker | USD $5,157 | | Insurance broker organization code? | 3 | | Insurance broker name | WELLS FARGO ADVISORS INS AGY |
|
| HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 ) |
| Policy contract number | GA-029514 |
| Policy instance | 1 |
| Insurance contract or identification number | GA-029514 | | Number of Individuals Covered | 99 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Total amount of commissions paid to insurance broker | USD $4,471 | | Total amount of fees paid to insurance company | USD $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 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? | Yes | | 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 | | Commission paid to Insurance Broker | USD $4,471 | | Insurance broker organization code? | 3 | | Insurance broker name | WELLS FARGO ADVISORS INS AGY |
|
| HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 ) |
| Policy contract number | GA-029514 |
| Policy instance | 1 |
| Insurance contract or identification number | GA-029514 | | Number of Individuals Covered | 63 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | Total amount of commissions paid to insurance broker | USD $4,259 | | Total amount of fees paid to insurance company | USD $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 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? | Yes | | 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 |
|
| HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 ) |
| Policy contract number | GA-029514 |
| Policy instance | 1 |
| Insurance contract or identification number | GA-029514 | | Number of Individuals Covered | 65 | | Insurance policy start date | 2010-01-01 | | Insurance policy end date | 2010-12-31 | | Total amount of commissions paid to insurance broker | USD $3,762 | | Total amount of fees paid to insurance company | USD $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 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? | Yes | | 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 | | Commission paid to Insurance Broker | USD $3,762 | | Insurance broker organization code? | 3 | | Insurance broker name | WELLS FARGO ADVISORS INS AGENCY LLC |
|
