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JAMES D. WRIGHT, D.D.S., P.C. PROFIT SHARING PLAN 401k Plan overview

Plan NameJAMES D. WRIGHT, D.D.S., P.C. PROFIT SHARING PLAN
Plan identification number 002

JAMES D. WRIGHT, D.D.S., P.C. PROFIT SHARING PLAN 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

JAMES D. WRIGHT, D.D.S., P.C. has sponsored the creation of one or more 401k plans.

Company Name:JAMES D. WRIGHT, D.D.S., P.C.
Employer identification number (EIN):860443790
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JAMES D. WRIGHT, D.D.S., P.C. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022017-05-01
0022016-05-01M. PAUL TURNER
0022015-05-01M. PAUL TURNER
0022014-05-01M. PAUL TURNER
0022014-05-01M. PAUL TURNER
0022013-05-01M. PAUL TURNER
0022012-05-01M. PAUL TURNER
0022011-05-01M. PAUL TURNER
0022009-05-01M. PAUL TURNER

Plan Statistics for JAMES D. WRIGHT, D.D.S., P.C. PROFIT SHARING PLAN

401k plan membership statisitcs for JAMES D. WRIGHT, D.D.S., P.C. PROFIT SHARING PLAN

Measure Date Value
2017: JAMES D. WRIGHT, D.D.S., P.C. PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-05-0110
Total number of active participants reported on line 7a of the Form 55002017-05-010
Number of retired or separated participants receiving benefits2017-05-010
Number of other retired or separated participants entitled to future benefits2017-05-011
Total of all active and inactive participants2017-05-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-05-010
Total participants2017-05-011
Number of participants with account balances2017-05-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-05-010
2016: JAMES D. WRIGHT, D.D.S., P.C. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-05-019
Total number of active participants reported on line 7a of the Form 55002016-05-010
Number of retired or separated participants receiving benefits2016-05-010
Number of other retired or separated participants entitled to future benefits2016-05-0110
Total of all active and inactive participants2016-05-0110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-05-010
Total participants2016-05-0110
Number of participants with account balances2016-05-0110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-05-010
2015: JAMES D. WRIGHT, D.D.S., P.C. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-05-0110
Total number of active participants reported on line 7a of the Form 55002015-05-019
Number of retired or separated participants receiving benefits2015-05-010
Number of other retired or separated participants entitled to future benefits2015-05-011
Total of all active and inactive participants2015-05-0110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-05-010
Total participants2015-05-0110
Number of participants with account balances2015-05-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-05-010
2014: JAMES D. WRIGHT, D.D.S., P.C. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-05-018
Total number of active participants reported on line 7a of the Form 55002014-05-018
Number of retired or separated participants receiving benefits2014-05-010
Number of other retired or separated participants entitled to future benefits2014-05-010
Total of all active and inactive participants2014-05-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-05-010
Total participants2014-05-018
Number of participants with account balances2014-05-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-05-010
2013: JAMES D. WRIGHT, D.D.S., P.C. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-05-019
Total number of active participants reported on line 7a of the Form 55002013-05-019
Number of retired or separated participants receiving benefits2013-05-010
Number of other retired or separated participants entitled to future benefits2013-05-010
Total of all active and inactive participants2013-05-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-05-010
Total participants2013-05-019
Number of participants with account balances2013-05-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-05-010
2012: JAMES D. WRIGHT, D.D.S., P.C. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-05-018
Total number of active participants reported on line 7a of the Form 55002012-05-018
Number of retired or separated participants receiving benefits2012-05-010
Number of other retired or separated participants entitled to future benefits2012-05-010
Total of all active and inactive participants2012-05-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-05-010
Total participants2012-05-018
Number of participants with account balances2012-05-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-05-010
2011: JAMES D. WRIGHT, D.D.S., P.C. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-05-019
Total number of active participants reported on line 7a of the Form 55002011-05-019
Number of retired or separated participants receiving benefits2011-05-010
Number of other retired or separated participants entitled to future benefits2011-05-010
Total of all active and inactive participants2011-05-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-05-010
Total participants2011-05-019
Number of participants with account balances2011-05-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-05-010
2009: JAMES D. WRIGHT, D.D.S., P.C. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-05-014
Total number of active participants reported on line 7a of the Form 55002009-05-014
Number of retired or separated participants receiving benefits2009-05-010
Number of other retired or separated participants entitled to future benefits2009-05-010
Total of all active and inactive participants2009-05-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-05-010
Total participants2009-05-014
Number of participants with account balances2009-05-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-05-010

Financial Data on JAMES D. WRIGHT, D.D.S., P.C. PROFIT SHARING PLAN

Measure Date Value
2018 : JAMES D. WRIGHT, D.D.S., P.C. PROFIT SHARING PLAN 2018 401k financial data
Total plan liabilities at end of year2018-04-30$0
Total plan liabilities at beginning of year2018-04-30$0
Total income from all sources2018-04-30$30,479
Expenses. Total of all expenses incurred2018-04-30$101,866
Benefits paid (including direct rollovers)2018-04-30$74,803
Total plan assets at end of year2018-04-30$535,479
Total plan assets at beginning of year2018-04-30$606,866
Value of fidelity bond covering the plan2018-04-30$70,000
Total contributions received or receivable from participants2018-04-30$0
Expenses. Other expenses not covered elsewhere2018-04-30$0
Contributions received from other sources (not participants or employers)2018-04-30$0
Other income received2018-04-30$30,479
Noncash contributions received2018-04-30$0
Net income (gross income less expenses)2018-04-30$-71,387
Net plan assets at end of year (total assets less liabilities)2018-04-30$535,479
Net plan assets at beginning of year (total assets less liabilities)2018-04-30$606,866
Assets. Value of assets in partnership/joint-venture interests2018-04-30$25,526
Assets. Value of real-estate (other than employer real property)2018-04-30$312,000
Total contributions received or receivable from employer(s)2018-04-30$0
Value of certain deemed distributions of participant loans2018-04-30$0
Value of corrective distributions2018-04-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-04-30$27,063
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-04-30$0
2017 : JAMES D. WRIGHT, D.D.S., P.C. PROFIT SHARING PLAN 2017 401k financial data
Total plan liabilities at end of year2017-04-30$0
Total plan liabilities at beginning of year2017-04-30$0
Total income from all sources2017-04-30$61,909
Expenses. Total of all expenses incurred2017-04-30$67,755
Benefits paid (including direct rollovers)2017-04-30$0
Total plan assets at end of year2017-04-30$606,866
Total plan assets at beginning of year2017-04-30$612,712
Value of fidelity bond covering the plan2017-04-30$70,000
Total contributions received or receivable from participants2017-04-30$0
Expenses. Other expenses not covered elsewhere2017-04-30$0
Contributions received from other sources (not participants or employers)2017-04-30$0
Other income received2017-04-30$33,284
Noncash contributions received2017-04-30$0
Net income (gross income less expenses)2017-04-30$-5,846
Net plan assets at end of year (total assets less liabilities)2017-04-30$606,866
Net plan assets at beginning of year (total assets less liabilities)2017-04-30$612,712
Assets. Value of assets in partnership/joint-venture interests2017-04-30$29,999
Assets. Value of real-estate (other than employer real property)2017-04-30$312,000
Total contributions received or receivable from employer(s)2017-04-30$28,625
Value of certain deemed distributions of participant loans2017-04-30$0
Value of corrective distributions2017-04-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-04-30$67,755
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-04-30$0
2016 : JAMES D. WRIGHT, D.D.S., P.C. PROFIT SHARING PLAN 2016 401k financial data
Transfers to/from the plan2016-04-30$0
Total plan liabilities at end of year2016-04-30$0
Total plan liabilities at beginning of year2016-04-30$0
Total income from all sources2016-04-30$18,338
Expenses. Total of all expenses incurred2016-04-30$21,567
Benefits paid (including direct rollovers)2016-04-30$0
Total plan assets at end of year2016-04-30$612,712
Total plan assets at beginning of year2016-04-30$615,941
Value of fidelity bond covering the plan2016-04-30$70,000
Total contributions received or receivable from participants2016-04-30$0
Expenses. Other expenses not covered elsewhere2016-04-30$21,447
Contributions received from other sources (not participants or employers)2016-04-30$0
Other income received2016-04-30$18,338
Noncash contributions received2016-04-30$0
Net income (gross income less expenses)2016-04-30$-3,229
Net plan assets at end of year (total assets less liabilities)2016-04-30$612,712
Net plan assets at beginning of year (total assets less liabilities)2016-04-30$615,941
Assets. Value of assets in partnership/joint-venture interests2016-04-30$29,999
Assets. Value of real-estate (other than employer real property)2016-04-30$312,000
Total contributions received or receivable from employer(s)2016-04-30$0
Value of certain deemed distributions of participant loans2016-04-30$0
Value of corrective distributions2016-04-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-04-30$120
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-04-30$0
2015 : JAMES D. WRIGHT, D.D.S., P.C. PROFIT SHARING PLAN 2015 401k financial data
Total plan liabilities at end of year2015-04-30$0
Total plan liabilities at beginning of year2015-04-30$0
Total income from all sources2015-04-30$59,805
Expenses. Total of all expenses incurred2015-04-30$8,803
Total plan assets at end of year2015-04-30$663,530
Total plan assets at beginning of year2015-04-30$612,528
Value of fidelity bond covering the plan2015-04-30$70,000
Total contributions received or receivable from participants2015-04-30$0
Expenses. Other expenses not covered elsewhere2015-04-30$8,683
Contributions received from other sources (not participants or employers)2015-04-30$0
Other income received2015-04-30$59,805
Noncash contributions received2015-04-30$0
Net income (gross income less expenses)2015-04-30$51,002
Net plan assets at end of year (total assets less liabilities)2015-04-30$663,530
Net plan assets at beginning of year (total assets less liabilities)2015-04-30$612,528
Assets. Value of assets in partnership/joint-venture interests2015-04-30$32,919
Assets. Value of real-estate (other than employer real property)2015-04-30$287,000
Total contributions received or receivable from employer(s)2015-04-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-04-30$120
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-04-30$0
2014 : JAMES D. WRIGHT, D.D.S., P.C. PROFIT SHARING PLAN 2014 401k financial data
Transfers to/from the plan2014-04-30$0
Total plan liabilities at end of year2014-04-30$0
Total plan liabilities at beginning of year2014-04-30$0
Total income from all sources2014-04-30$37,747
Expenses. Total of all expenses incurred2014-04-30$14,256
Benefits paid (including direct rollovers)2014-04-30$0
Total plan assets at end of year2014-04-30$612,528
Total plan assets at beginning of year2014-04-30$589,037
Value of fidelity bond covering the plan2014-04-30$70,000
Total contributions received or receivable from participants2014-04-30$0
Expenses. Other expenses not covered elsewhere2014-04-30$14,101
Contributions received from other sources (not participants or employers)2014-04-30$0
Other income received2014-04-30$37,747
Noncash contributions received2014-04-30$0
Net income (gross income less expenses)2014-04-30$23,491
Net plan assets at end of year (total assets less liabilities)2014-04-30$612,528
Net plan assets at beginning of year (total assets less liabilities)2014-04-30$589,037
Assets. Value of assets in partnership/joint-venture interests2014-04-30$34,973
Assets. Value of real-estate (other than employer real property)2014-04-30$287,000
Total contributions received or receivable from employer(s)2014-04-30$0
Value of certain deemed distributions of participant loans2014-04-30$0
Value of corrective distributions2014-04-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-04-30$155
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-04-30$0
2013 : JAMES D. WRIGHT, D.D.S., P.C. PROFIT SHARING PLAN 2013 401k financial data
Total plan liabilities at end of year2013-04-30$0
Total plan liabilities at beginning of year2013-04-30$0
Total income from all sources2013-04-30$40,966
Expenses. Total of all expenses incurred2013-04-30$12,594
Benefits paid (including direct rollovers)2013-04-30$0
Total plan assets at end of year2013-04-30$589,037
Total plan assets at beginning of year2013-04-30$560,665
Value of fidelity bond covering the plan2013-04-30$70,000
Total contributions received or receivable from participants2013-04-30$0
Expenses. Other expenses not covered elsewhere2013-04-30$12,394
Contributions received from other sources (not participants or employers)2013-04-30$0
Other income received2013-04-30$40,966
Noncash contributions received2013-04-30$0
Net income (gross income less expenses)2013-04-30$28,372
Net plan assets at end of year (total assets less liabilities)2013-04-30$589,037
Net plan assets at beginning of year (total assets less liabilities)2013-04-30$560,665
Assets. Value of assets in partnership/joint-venture interests2013-04-30$38,125
Assets. Value of real-estate (other than employer real property)2013-04-30$287,000
Total contributions received or receivable from employer(s)2013-04-30$0
Value of certain deemed distributions of participant loans2013-04-30$0
Value of corrective distributions2013-04-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-04-30$200
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-04-30$0
2012 : JAMES D. WRIGHT, D.D.S., P.C. PROFIT SHARING PLAN 2012 401k financial data
Transfers to/from the plan2012-04-30$0
Total plan liabilities at end of year2012-04-30$0
Total plan liabilities at beginning of year2012-04-30$0
Total income from all sources2012-04-30$-44,667
Expenses. Total of all expenses incurred2012-04-30$20,552
Benefits paid (including direct rollovers)2012-04-30$0
Total plan assets at end of year2012-04-30$560,665
Total plan assets at beginning of year2012-04-30$625,884
Value of fidelity bond covering the plan2012-04-30$70,000
Total contributions received or receivable from participants2012-04-30$0
Expenses. Other expenses not covered elsewhere2012-04-30$20,397
Contributions received from other sources (not participants or employers)2012-04-30$0
Other income received2012-04-30$-44,667
Noncash contributions received2012-04-30$0
Net income (gross income less expenses)2012-04-30$-65,219
Net plan assets at end of year (total assets less liabilities)2012-04-30$560,665
Net plan assets at beginning of year (total assets less liabilities)2012-04-30$625,884
Assets. Value of assets in partnership/joint-venture interests2012-04-30$40,595
Assets. Value of real-estate (other than employer real property)2012-04-30$287,000
Total contributions received or receivable from employer(s)2012-04-30$0
Value of certain deemed distributions of participant loans2012-04-30$0
Value of corrective distributions2012-04-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-04-30$155
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-04-30$0
2011 : JAMES D. WRIGHT, D.D.S., P.C. PROFIT SHARING PLAN 2011 401k financial data
Total plan liabilities at end of year2011-04-30$0
Total plan liabilities at beginning of year2011-04-30$0
Total income from all sources2011-04-30$44,439
Expenses. Total of all expenses incurred2011-04-30$14,911
Benefits paid (including direct rollovers)2011-04-30$0
Total plan assets at end of year2011-04-30$625,884
Total plan assets at beginning of year2011-04-30$596,356
Value of fidelity bond covering the plan2011-04-30$70,000
Total contributions received or receivable from participants2011-04-30$0
Expenses. Other expenses not covered elsewhere2011-04-30$14,791
Contributions received from other sources (not participants or employers)2011-04-30$0
Other income received2011-04-30$28,719
Noncash contributions received2011-04-30$0
Net income (gross income less expenses)2011-04-30$29,528
Net plan assets at end of year (total assets less liabilities)2011-04-30$625,884
Net plan assets at beginning of year (total assets less liabilities)2011-04-30$596,356
Assets. Value of assets in partnership/joint-venture interests2011-04-30$42,151
Assets. Value of real-estate (other than employer real property)2011-04-30$295,500
Total contributions received or receivable from employer(s)2011-04-30$15,720
Value of certain deemed distributions of participant loans2011-04-30$0
Value of corrective distributions2011-04-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-04-30$120
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-04-30$0
2010 : JAMES D. WRIGHT, D.D.S., P.C. PROFIT SHARING PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-04-30$0

Form 5500 Responses for JAMES D. WRIGHT, D.D.S., P.C. PROFIT SHARING PLAN

2017: JAMES D. WRIGHT, D.D.S., P.C. PROFIT SHARING PLAN 2017 form 5500 responses
2017-05-01Type of plan entitySingle employer plan
2017-05-01Submission has been amendedNo
2017-05-01This submission is the final filingNo
2017-05-01This return/report is a short plan year return/report (less than 12 months)No
2017-05-01Plan is a collectively bargained planNo
2017-05-01Plan funding arrangement – InsuranceYes
2017-05-01Plan funding arrangement – TrustYes
2017-05-01Plan benefit arrangement – InsuranceYes
2017-05-01Plan benefit arrangement - TrustYes
2016: JAMES D. WRIGHT, D.D.S., P.C. PROFIT SHARING PLAN 2016 form 5500 responses
2016-05-01Type of plan entitySingle employer plan
2016-05-01Submission has been amendedNo
2016-05-01This submission is the final filingNo
2016-05-01This return/report is a short plan year return/report (less than 12 months)No
2016-05-01Plan is a collectively bargained planNo
2016-05-01Plan funding arrangement – InsuranceYes
2016-05-01Plan funding arrangement – TrustYes
2016-05-01Plan benefit arrangement – InsuranceYes
2016-05-01Plan benefit arrangement - TrustYes
2015: JAMES D. WRIGHT, D.D.S., P.C. PROFIT SHARING PLAN 2015 form 5500 responses
2015-05-01Type of plan entitySingle employer plan
2015-05-01Submission has been amendedNo
2015-05-01This submission is the final filingNo
2015-05-01This return/report is a short plan year return/report (less than 12 months)No
2015-05-01Plan is a collectively bargained planNo
2015-05-01Plan funding arrangement – InsuranceYes
2015-05-01Plan funding arrangement – TrustYes
2015-05-01Plan benefit arrangement – InsuranceYes
2015-05-01Plan benefit arrangement - TrustYes
2014: JAMES D. WRIGHT, D.D.S., P.C. PROFIT SHARING PLAN 2014 form 5500 responses
2014-05-01Type of plan entitySingle employer plan
2014-05-01Submission has been amendedYes
2014-05-01This submission is the final filingNo
2014-05-01This return/report is a short plan year return/report (less than 12 months)No
2014-05-01Plan is a collectively bargained planNo
2014-05-01Plan funding arrangement – InsuranceYes
2014-05-01Plan funding arrangement – TrustYes
2014-05-01Plan benefit arrangement – InsuranceYes
2014-05-01Plan benefit arrangement - TrustYes
2013: JAMES D. WRIGHT, D.D.S., P.C. PROFIT SHARING PLAN 2013 form 5500 responses
2013-05-01Type of plan entitySingle employer plan
2013-05-01Submission has been amendedNo
2013-05-01This submission is the final filingNo
2013-05-01This return/report is a short plan year return/report (less than 12 months)No
2013-05-01Plan is a collectively bargained planNo
2013-05-01Plan funding arrangement – InsuranceYes
2013-05-01Plan funding arrangement – TrustYes
2013-05-01Plan benefit arrangement – InsuranceYes
2013-05-01Plan benefit arrangement - TrustYes
2012: JAMES D. WRIGHT, D.D.S., P.C. PROFIT SHARING PLAN 2012 form 5500 responses
2012-05-01Type of plan entitySingle employer plan
2012-05-01Submission has been amendedNo
2012-05-01This submission is the final filingNo
2012-05-01This return/report is a short plan year return/report (less than 12 months)No
2012-05-01Plan is a collectively bargained planNo
2012-05-01Plan funding arrangement – InsuranceYes
2012-05-01Plan funding arrangement – TrustYes
2012-05-01Plan benefit arrangement – InsuranceYes
2012-05-01Plan benefit arrangement - TrustYes
2011: JAMES D. WRIGHT, D.D.S., P.C. PROFIT SHARING PLAN 2011 form 5500 responses
2011-05-01Type of plan entitySingle employer plan
2011-05-01Submission has been amendedNo
2011-05-01This submission is the final filingNo
2011-05-01This return/report is a short plan year return/report (less than 12 months)No
2011-05-01Plan is a collectively bargained planNo
2011-05-01Plan funding arrangement – InsuranceYes
2011-05-01Plan funding arrangement – TrustYes
2011-05-01Plan benefit arrangement – InsuranceYes
2011-05-01Plan benefit arrangement - TrustYes
2009: JAMES D. WRIGHT, D.D.S., P.C. PROFIT SHARING PLAN 2009 form 5500 responses
2009-05-01Type of plan entitySingle employer plan
2009-05-01Submission has been amendedNo
2009-05-01This submission is the final filingNo
2009-05-01This return/report is a short plan year return/report (less than 12 months)No
2009-05-01Plan is a collectively bargained planNo
2009-05-01Plan funding arrangement – InsuranceYes
2009-05-01Plan funding arrangement – TrustYes
2009-05-01Plan benefit arrangement – InsuranceYes
2009-05-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number1-727-619V
Policy instance 1
Insurance contract or identification number1-727-619V
Number of Individuals Covered1
Insurance policy start date2017-05-01
Insurance policy end date2018-04-30
Total amount of commissions paid to insurance brokerUSD $0
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 Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No

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