BEEM & ISLEY, P.C. has sponsored the creation of one or more 401k plans.
Additional information about BEEM & ISLEY, P.C.
Submission information for form 5500 for 401k plan BEEM & ISLEY, P.C. 401(K) PLAN
401k plan membership statisitcs for BEEM & ISLEY, P.C. 401(K) PLAN
| Measure | Date | Value |
|---|
| 2022: BEEM & ISLEY, P.C. 401(K) PLAN 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-01-01 | 6 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 6 |
| Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 0 |
| Total of all active and inactive participants | 2022-01-01 | 6 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
| Total participants | 2022-01-01 | 6 |
| Number of participants with account balances | 2022-01-01 | 6 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
| 2021: BEEM & ISLEY, P.C. 401(K) PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-01-01 | 6 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 6 |
| Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 0 |
| Total of all active and inactive participants | 2021-01-01 | 6 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
| Total participants | 2021-01-01 | 6 |
| Number of participants with account balances | 2021-01-01 | 6 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
| 2020: BEEM & ISLEY, P.C. 401(K) PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-01-01 | 6 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 6 |
| Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 0 |
| Total of all active and inactive participants | 2020-01-01 | 6 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
| Total participants | 2020-01-01 | 6 |
| Number of participants with account balances | 2020-01-01 | 6 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
| 2019: BEEM & ISLEY, P.C. 401(K) PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 5 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 6 |
| Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 0 |
| Total of all active and inactive participants | 2019-01-01 | 6 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
| Total participants | 2019-01-01 | 6 |
| Number of participants with account balances | 2019-01-01 | 6 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
| 2018: BEEM & ISLEY, P.C. 401(K) PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 6 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 5 |
| Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 0 |
| Total of all active and inactive participants | 2018-01-01 | 5 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
| Total participants | 2018-01-01 | 5 |
| Number of participants with account balances | 2018-01-01 | 5 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
| 2017: BEEM & ISLEY, P.C. 401(K) PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 6 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 5 |
| Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 1 |
| Total of all active and inactive participants | 2017-01-01 | 6 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
| Total participants | 2017-01-01 | 6 |
| Number of participants with account balances | 2017-01-01 | 6 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
| 2016: BEEM & ISLEY, P.C. 401(K) PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 6 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 6 |
| Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 0 |
| Total of all active and inactive participants | 2016-01-01 | 6 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
| Total participants | 2016-01-01 | 6 |
| Number of participants with account balances | 2016-01-01 | 6 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
| 2015: BEEM & ISLEY, P.C. 401(K) PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 5 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 5 |
| Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 0 |
| Total of all active and inactive participants | 2015-01-01 | 5 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
| Total participants | 2015-01-01 | 5 |
| Number of participants with account balances | 2015-01-01 | 5 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
| 2014: BEEM & ISLEY, P.C. 401(K) PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 6 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 5 |
| Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 0 |
| Total of all active and inactive participants | 2014-01-01 | 5 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
| Total participants | 2014-01-01 | 5 |
| Number of participants with account balances | 2014-01-01 | 5 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
| 2013: BEEM & ISLEY, P.C. 401(K) PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 6 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 6 |
| Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 0 |
| Total of all active and inactive participants | 2013-01-01 | 6 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
| Total participants | 2013-01-01 | 6 |
| Number of participants with account balances | 2013-01-01 | 6 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
| 2012: BEEM & ISLEY, P.C. 401(K) PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 4 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 4 |
| 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 | 0 |
| Total of all active and inactive participants | 2012-01-01 | 4 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
| Total participants | 2012-01-01 | 4 |
| Number of participants with account balances | 2012-01-01 | 4 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
| 2011: BEEM & ISLEY, P.C. 401(K) PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 4 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 4 |
| 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 | 4 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
| Total participants | 2011-01-01 | 4 |
| Number of participants with account balances | 2011-01-01 | 4 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
| 2009: BEEM & ISLEY, P.C. 401(K) PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 4 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 4 |
| 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 | 0 |
| Total of all active and inactive participants | 2009-01-01 | 4 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
| Total participants | 2009-01-01 | 4 |
| Number of participants with account balances | 2009-01-01 | 4 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2022 : BEEM & ISLEY, P.C. 401(K) PLAN 2022 401k financial data |
|---|
| Total income from all sources | 2022-12-31 | $-667,732 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $140,426 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $127,080 |
| Total plan assets at end of year | 2022-12-31 | $4,337,425 |
| Total plan assets at beginning of year | 2022-12-31 | $5,145,583 |
| Value of fidelity bond covering the plan | 2022-12-31 | $600,000 |
| Total contributions received or receivable from participants | 2022-12-31 | $44,774 |
| Other income received | 2022-12-31 | $-724,743 |
| Net income (gross income less expenses) | 2022-12-31 | $-808,158 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $4,337,425 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $5,145,583 |
| Assets. Value of assets in partnership/joint-venture interests | 2022-12-31 | $511,617 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $12,237 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $13,346 |
| 2021 : BEEM & ISLEY, P.C. 401(K) PLAN 2021 401k financial data |
|---|
| Total income from all sources | 2021-12-31 | $775,343 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $127,342 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $114,123 |
| Total plan assets at end of year | 2021-12-31 | $5,145,583 |
| Total plan assets at beginning of year | 2021-12-31 | $4,497,582 |
| Value of fidelity bond covering the plan | 2021-12-31 | $600,000 |
| Total contributions received or receivable from participants | 2021-12-31 | $40,402 |
| Other income received | 2021-12-31 | $723,800 |
| Net income (gross income less expenses) | 2021-12-31 | $648,001 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $5,145,583 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $4,497,582 |
| Assets. Value of assets in partnership/joint-venture interests | 2021-12-31 | $510,836 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $11,141 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $13,219 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
| 2020 : BEEM & ISLEY, P.C. 401(K) PLAN 2020 401k financial data |
|---|
| Total income from all sources | 2020-12-31 | $661,694 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $10,683 |
| Total plan assets at end of year | 2020-12-31 | $4,497,582 |
| Total plan assets at beginning of year | 2020-12-31 | $3,846,571 |
| Value of fidelity bond covering the plan | 2020-12-31 | $600,000 |
| Total contributions received or receivable from participants | 2020-12-31 | $91,546 |
| Other income received | 2020-12-31 | $536,725 |
| Net income (gross income less expenses) | 2020-12-31 | $651,011 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $4,497,582 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $3,846,571 |
| Assets. Value of assets in partnership/joint-venture interests | 2020-12-31 | $455,579 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $33,423 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $10,683 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
| 2019 : BEEM & ISLEY, P.C. 401(K) PLAN 2019 401k financial data |
|---|
| Total income from all sources | 2019-12-31 | $883,156 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $83,442 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $73,639 |
| Total plan assets at end of year | 2019-12-31 | $3,846,571 |
| Total plan assets at beginning of year | 2019-12-31 | $3,046,857 |
| Value of fidelity bond covering the plan | 2019-12-31 | $600,000 |
| Total contributions received or receivable from participants | 2019-12-31 | $39,317 |
| Other income received | 2019-12-31 | $833,410 |
| Net income (gross income less expenses) | 2019-12-31 | $799,714 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $3,846,571 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $3,046,857 |
| Assets. Value of assets in partnership/joint-venture interests | 2019-12-31 | $419,035 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $10,429 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $9,803 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
| 2018 : BEEM & ISLEY, P.C. 401(K) PLAN 2018 401k financial data |
|---|
| Total income from all sources | 2018-12-31 | $-218,002 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $90,570 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $81,159 |
| Total plan assets at end of year | 2018-12-31 | $3,046,857 |
| Total plan assets at beginning of year | 2018-12-31 | $3,355,429 |
| Value of fidelity bond covering the plan | 2018-12-31 | $600,000 |
| Total contributions received or receivable from participants | 2018-12-31 | $38,002 |
| Other income received | 2018-12-31 | $-265,768 |
| Net income (gross income less expenses) | 2018-12-31 | $-308,572 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $3,046,857 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $3,355,429 |
| Assets. Value of assets in partnership/joint-venture interests | 2018-12-31 | $365,120 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $9,764 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $9,411 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
| 2017 : BEEM & ISLEY, P.C. 401(K) PLAN 2017 401k financial data |
|---|
| Total income from all sources | 2017-12-31 | $552,862 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $68,255 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $63,354 |
| Total plan assets at end of year | 2017-12-31 | $3,355,429 |
| Total plan assets at beginning of year | 2017-12-31 | $2,870,822 |
| Value of fidelity bond covering the plan | 2017-12-31 | $600,000 |
| Total contributions received or receivable from participants | 2017-12-31 | $36,177 |
| Other income received | 2017-12-31 | $506,098 |
| Net income (gross income less expenses) | 2017-12-31 | $484,607 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $3,355,429 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $2,870,822 |
| Assets. Value of assets in partnership/joint-venture interests | 2017-12-31 | $495,604 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $10,587 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $4,901 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
| 2016 : BEEM & ISLEY, P.C. 401(K) PLAN 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $232,504 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $61,955 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $60,000 |
| Total plan assets at end of year | 2016-12-31 | $2,870,822 |
| Total plan assets at beginning of year | 2016-12-31 | $2,700,273 |
| Value of fidelity bond covering the plan | 2016-12-31 | $600,000 |
| Total contributions received or receivable from participants | 2016-12-31 | $30,670 |
| Other income received | 2016-12-31 | $193,278 |
| Net income (gross income less expenses) | 2016-12-31 | $170,549 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $2,870,822 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $2,700,273 |
| Assets. Value of assets in partnership/joint-venture interests | 2016-12-31 | $470,249 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $8,556 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $1,955 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
| 2015 : BEEM & ISLEY, P.C. 401(K) PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $84,886 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $607,416 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $605,501 |
| Total plan assets at end of year | 2015-12-31 | $2,700,273 |
| Total plan assets at beginning of year | 2015-12-31 | $3,222,803 |
| Value of fidelity bond covering the plan | 2015-12-31 | $600,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $34,390 |
| Other income received | 2015-12-31 | $41,682 |
| Net income (gross income less expenses) | 2015-12-31 | $-522,530 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $2,700,273 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $3,222,803 |
| Assets. Value of assets in partnership/joint-venture interests | 2015-12-31 | $450,219 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $8,814 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $1,915 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
| 2014 : BEEM & ISLEY, P.C. 401(K) PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $268,762 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $132,636 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $130,681 |
| Total plan assets at end of year | 2014-12-31 | $3,222,803 |
| Total plan assets at beginning of year | 2014-12-31 | $3,086,677 |
| Value of fidelity bond covering the plan | 2014-12-31 | $600,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $33,239 |
| Other income received | 2014-12-31 | $226,713 |
| Net income (gross income less expenses) | 2014-12-31 | $136,126 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $3,222,803 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $3,086,677 |
| Assets. Value of assets in partnership/joint-venture interests | 2014-12-31 | $442,129 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $8,810 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $1,955 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
| 2013 : BEEM & ISLEY, P.C. 401(K) PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $681,135 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $1,898 |
| Total plan assets at end of year | 2013-12-31 | $3,086,677 |
| Total plan assets at beginning of year | 2013-12-31 | $2,407,440 |
| Value of fidelity bond covering the plan | 2013-12-31 | $600,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $34,219 |
| Other income received | 2013-12-31 | $635,894 |
| Net income (gross income less expenses) | 2013-12-31 | $679,237 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $3,086,677 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $2,407,440 |
| Assets. Value of assets in partnership/joint-venture interests | 2013-12-31 | $419,119 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $11,022 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $1,898 |
| 2012 : BEEM & ISLEY, P.C. 401(K) PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $271,037 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $1,958 |
| Total plan assets at end of year | 2012-12-31 | $2,407,440 |
| Total plan assets at beginning of year | 2012-12-31 | $2,138,361 |
| Value of fidelity bond covering the plan | 2012-12-31 | $600,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $31,540 |
| Other income received | 2012-12-31 | $231,746 |
| Net income (gross income less expenses) | 2012-12-31 | $269,079 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $2,407,440 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $2,138,361 |
| Assets. Value of assets in partnership/joint-venture interests | 2012-12-31 | $374,973 |
| Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2012-12-31 | $1,226 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $7,751 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $1,958 |
| 2011 : BEEM & ISLEY, P.C. 401(K) PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $32,130 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $1,858 |
| Total plan assets at end of year | 2011-12-31 | $2,138,361 |
| Total plan assets at beginning of year | 2011-12-31 | $2,108,089 |
| Value of fidelity bond covering the plan | 2011-12-31 | $600,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $28,365 |
| Noncash contributions received | 2011-12-31 | $-3,545 |
| Net income (gross income less expenses) | 2011-12-31 | $30,272 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $2,138,361 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $2,108,089 |
| Assets. Value of assets in partnership/joint-venture interests | 2011-12-31 | $380,143 |
| Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2011-12-31 | $1,226 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $7,310 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $1,858 |
| 2010 : BEEM & ISLEY, P.C. 401(K) PLAN 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $264,348 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $1,858 |
| Total plan assets at end of year | 2010-12-31 | $2,108,089 |
| Total plan assets at beginning of year | 2010-12-31 | $1,845,599 |
| Value of fidelity bond covering the plan | 2010-12-31 | $600,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $25,815 |
| Other income received | 2010-12-31 | $231,255 |
| Net income (gross income less expenses) | 2010-12-31 | $262,490 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $2,108,089 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $1,845,599 |
| Assets. Value of assets in partnership/joint-venture interests | 2010-12-31 | $342,208 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $7,278 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $1,858 |
| 2022: BEEM & ISLEY, P.C. 401(K) PLAN 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: BEEM & ISLEY, P.C. 401(K) PLAN 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: BEEM & ISLEY, P.C. 401(K) PLAN 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: BEEM & ISLEY, P.C. 401(K) PLAN 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: BEEM & ISLEY, P.C. 401(K) PLAN 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: BEEM & ISLEY, P.C. 401(K) PLAN 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: BEEM & ISLEY, P.C. 401(K) PLAN 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: BEEM & ISLEY, P.C. 401(K) PLAN 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: BEEM & ISLEY, P.C. 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 |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: BEEM & ISLEY, P.C. 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 |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: BEEM & ISLEY, P.C. 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 |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: BEEM & ISLEY, P.C. 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 |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: BEEM & ISLEY, P.C. 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 |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
| STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
| Policy contract number | 801081 |
| Policy instance | 1 |
| Insurance contract or identification number | 801081 | | Number of Individuals Covered | 6 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 1 | | 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 |
|
| STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
| Policy contract number | 801081 |
| Policy instance | 1 |
| Insurance contract or identification number | 801081 | | Number of Individuals Covered | 6 | | Insurance policy start date | 2021-01-01 | | Insurance policy end date | 2021-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 1 | | 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 |
|
| STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
| Policy contract number | 801081 |
| Policy instance | 1 |
| Insurance contract or identification number | 801081 | | Number of Individuals Covered | 6 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2020-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 1 | | 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 |
|
| STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
| Policy contract number | 801081 |
| Policy instance | 1 |
| Insurance contract or identification number | 801081 | | Number of Individuals Covered | 6 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 1 | | 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 |
|
| STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
| Policy contract number | 801081 |
| Policy instance | 1 |
| Insurance contract or identification number | 801081 | | Number of Individuals Covered | 5 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 1 | | 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 |
|
| STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
| Policy contract number | 801081 |
| Policy instance | 1 |
| Insurance contract or identification number | 801081 | | Number of Individuals Covered | 6 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Total amount of commissions paid to insurance broker | USD $1,876 | | Total amount of fees paid to insurance company | USD $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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 1 | | 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 | | Commission paid to Insurance Broker | USD $1,876 | | Insurance broker organization code? | 3 | | Insurance broker name | KESTRA INVESTMENT SERVICES INC |
|
| STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
| Policy contract number | 801081 |
| Policy instance | 1 |
| Insurance contract or identification number | 801081 | | Number of Individuals Covered | 5 | | Insurance policy start date | 2015-01-01 | | Insurance policy end date | 2015-12-31 | | Total amount of commissions paid to insurance broker | USD $7,709 | | 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 | 1 | | 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 | | Commission paid to Insurance Broker | USD $7,709 | | Insurance broker organization code? | 3 | | Insurance broker name | NFP INSURANCE SERVICES INC |
|
| STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
| Policy contract number | 801081 |
| Policy instance | 1 |
| Insurance contract or identification number | 801081 | | Number of Individuals Covered | 5 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Total amount of commissions paid to insurance broker | USD $8,175 | | 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 | 1 | | 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 | | Commission paid to Insurance Broker | USD $8,175 | | Insurance broker organization code? | 3 | | Insurance broker name | NFP INSURANCE SERVICES INC |
|
| STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
| Policy contract number | 801081 |
| Policy instance | 1 |
| Insurance contract or identification number | 801081 | | Number of Individuals Covered | 6 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | Total amount of commissions paid to insurance broker | USD $7,064 | | 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 | 1 | | 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 | | Commission paid to Insurance Broker | USD $7,064 | | Insurance broker organization code? | 3 | | Insurance broker name | NFP INSURANCE SERVICES INC |
|
| STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
| Policy contract number | 801081 |
| Policy instance | 1 |
| Insurance contract or identification number | 801081 | | Number of Individuals Covered | 4 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Total amount of commissions paid to insurance broker | USD $5,772 | | 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 | 1 | | 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 | | Commission paid to Insurance Broker | USD $5,772 | | Insurance broker organization code? | 3 | | Insurance broker name | NFP INSURANCE SERVICES INC |
|
| STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
| Policy contract number | 801081 |
| Policy instance | 1 |
| Insurance contract or identification number | 801081 | | Number of Individuals Covered | 4 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | Total amount of commissions paid to insurance broker | USD $649 | | 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 | 1 | | 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 |
|
| STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
| Policy contract number | 801081 |
| Policy instance | 1 |
| Insurance contract or identification number | 801081 | | Number of Individuals Covered | 4 | | Insurance policy start date | 2010-01-01 | | Insurance policy end date | 2010-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | 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 | 1 | | 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 |
|
