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SEER TEAM RETIREMENT PLAN 401k Plan overview

Plan NameSEER TEAM RETIREMENT PLAN
Plan identification number 001

SEER TEAM RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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

THE NEW EQUATION LIMITED LIABILITY COMPANY DBA SEER INTERACTIVE has sponsored the creation of one or more 401k plans.

Company Name:THE NEW EQUATION LIMITED LIABILITY COMPANY DBA SEER INTERACTIVE
Employer identification number (EIN):030512205
NAIC Classification:541511
NAIC Description:Custom Computer Programming Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SEER TEAM RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01WILFORD REYNOLDS2023-08-08 WILFORD REYNOLDS2023-08-08
0012021-01-01WILFORD REYNOLDS2022-09-27 WILFORD REYNOLDS2022-09-27
0012020-01-01WILFORD REYNOLDS2021-09-22 WILFORD REYNOLDS2021-09-22
0012019-01-01WILFORD REYNOLDS2020-10-05 WILFORD REYNOLDS2020-10-05
0012018-01-01
0012017-01-01

Plan Statistics for SEER TEAM RETIREMENT PLAN

401k plan membership statisitcs for SEER TEAM RETIREMENT PLAN

Measure Date Value
2022: SEER TEAM RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01266
Total number of active participants reported on line 7a of the Form 55002022-01-01190
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0195
Total of all active and inactive participants2022-01-01285
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01285
Number of participants with account balances2022-01-01231
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: SEER TEAM RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01194
Total number of active participants reported on line 7a of the Form 55002021-01-01127
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0173
Total of all active and inactive participants2021-01-01200
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01200
Number of participants with account balances2021-01-01180
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: SEER TEAM RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01173
Total number of active participants reported on line 7a of the Form 55002020-01-01142
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0150
Total of all active and inactive participants2020-01-01192
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01192
Number of participants with account balances2020-01-01172
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: SEER TEAM RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01138
Total number of active participants reported on line 7a of the Form 55002019-01-01141
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0131
Total of all active and inactive participants2019-01-01172
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01172
Number of participants with account balances2019-01-01138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010

Financial Data on SEER TEAM RETIREMENT PLAN

Measure Date Value
2022 : SEER TEAM RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$75,145
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$620,993
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$617,259
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,632,484
Value of total assets at end of year2022-12-31$5,801,812
Value of total assets at beginning of year2022-12-31$6,347,660
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$3,734
Total interest from all sources2022-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Administrative expenses professional fees incurred2022-12-31$3,734
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,084,587
Participant contributions at end of year2022-12-31$1,692
Participant contributions at beginning of year2022-12-31$1,692
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$54,483
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$0
Other income not declared elsewhere2022-12-31$5,221
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-545,848
Value of net assets at end of year (total assets less liabilities)2022-12-31$5,801,812
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$6,347,660
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$119,244
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$110,349
Value of interest in pooled separate accounts at end of year2022-12-31$5,675,655
Value of interest in pooled separate accounts at beginning of year2022-12-31$6,235,619
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$5,221
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,562,560
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$493,414
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$617,259
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31FGMK
Accountancy firm EIN2022-12-31362929601
2021 : SEER TEAM RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$2,260,363
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$458,075
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$453,230
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,547,049
Value of total assets at end of year2021-12-31$6,347,660
Value of total assets at beginning of year2021-12-31$4,545,372
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$4,845
Total interest from all sources2021-12-31$32
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Administrative expenses professional fees incurred2021-12-31$4,845
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,045,305
Participant contributions at beginning of year2021-12-31$1,557
Participant contributions at end of year2021-12-31$1,692
Participant contributions at beginning of year2021-12-31$99,446
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$14,171
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$1,802,288
Value of net assets at end of year (total assets less liabilities)2021-12-31$6,347,660
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$4,545,372
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$110,349
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$16,047
Value of interest in pooled separate accounts at end of year2021-12-31$6,235,619
Value of interest in pooled separate accounts at beginning of year2021-12-31$4,374,346
Interest on participant loans2021-12-31$32
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$713,282
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$487,573
Employer contributions (assets) at beginning of year2021-12-31$53,976
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$453,230
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31FGMK
Accountancy firm EIN2021-12-31362929601
2020 : SEER TEAM RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$2,019,271
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$146,944
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$145,786
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,165,700
Value of total assets at end of year2020-12-31$4,545,372
Value of total assets at beginning of year2020-12-31$2,673,045
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$1,158
Total interest from all sources2020-12-31$230
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$1,158
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$765,743
Participant contributions at end of year2020-12-31$1,557
Participant contributions at beginning of year2020-12-31$6,224
Participant contributions at end of year2020-12-31$99,446
Participant contributions at beginning of year2020-12-31$45,042
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$4,004
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$1,872,327
Value of net assets at end of year (total assets less liabilities)2020-12-31$4,545,372
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$2,673,045
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$16,047
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$5,108
Value of interest in pooled separate accounts at end of year2020-12-31$4,374,346
Value of interest in pooled separate accounts at beginning of year2020-12-31$2,589,647
Interest on participant loans2020-12-31$230
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$853,341
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$395,953
Employer contributions (assets) at end of year2020-12-31$53,976
Employer contributions (assets) at beginning of year2020-12-31$27,024
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$145,786
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31FGMK
Accountancy firm EIN2020-12-31362929601
2019 : SEER TEAM RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$1,504
Total income from all sources (including contributions)2019-12-31$1,466,541
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$92,153
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$91,205
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,085,498
Value of total assets at end of year2019-12-31$2,673,045
Value of total assets at beginning of year2019-12-31$1,300,161
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$948
Total interest from all sources2019-12-31$347
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$948
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$659,041
Participant contributions at end of year2019-12-31$6,224
Participant contributions at beginning of year2019-12-31$4,537
Participant contributions at end of year2019-12-31$45,042
Participant contributions at beginning of year2019-12-31$20,773
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$64,104
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$1,504
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$1,374,388
Value of net assets at end of year (total assets less liabilities)2019-12-31$2,673,045
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$1,298,657
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$5,108
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$1,540
Value of interest in pooled separate accounts at end of year2019-12-31$2,589,647
Value of interest in pooled separate accounts at beginning of year2019-12-31$1,261,992
Interest on participant loans2019-12-31$347
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$380,696
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$362,353
Employer contributions (assets) at end of year2019-12-31$27,024
Employer contributions (assets) at beginning of year2019-12-31$11,319
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$91,205
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31FGMK
Accountancy firm EIN2019-12-31362929601

Form 5500 Responses for SEER TEAM RETIREMENT PLAN

2022: SEER TEAM RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: SEER TEAM RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: SEER TEAM RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: SEER TEAM RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number807718-000
Policy instance 1
Insurance contract or identification number807718-000
Number of Individuals Covered231
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $28,868
Total amount of fees paid to insurance companyUSD $7,439
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
Commission paid to Insurance BrokerUSD $28,868
Insurance broker organization code?3
Amount paid for insurance broker fees7439
Additional information about fees paid to insurance brokerTPA ALLOWANCE PAYMENT
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number807718-000
Policy instance 1
Insurance contract or identification number807718-000
Number of Individuals Covered180
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $27,660
Total amount of fees paid to insurance companyUSD $7,293
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
Commission paid to Insurance BrokerUSD $27,660
Insurance broker organization code?3
Amount paid for insurance broker fees7293
Additional information about fees paid to insurance brokerTPA ALLOWANCE PAYMENT
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number807718-000
Policy instance 1
Insurance contract or identification number807718-000
Number of Individuals Covered172
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $15,774
Total amount of fees paid to insurance companyUSD $4,154
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
Commission paid to Insurance BrokerUSD $15,774
Insurance broker organization code?3
Amount paid for insurance broker fees4154
Additional information about fees paid to insurance brokerTPA ALLOWANCE PAYMENT
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number807718-000
Policy instance 1
Insurance contract or identification number807718-000
Number of Individuals Covered138
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $9,659
Total amount of fees paid to insurance companyUSD $2,561
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
Commission paid to Insurance BrokerUSD $9,659
Insurance broker organization code?3
Amount paid for insurance broker fees2561
Additional information about fees paid to insurance brokerTPA ALLOWANCE PAYMENT

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