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NATIONAL LIFE INSURANCE COMPANY AGENCY EMPLOYEES PENSION PLAN 401k Plan overview

Plan NameNATIONAL LIFE INSURANCE COMPANY AGENCY EMPLOYEES PENSION PLAN
Plan identification number 333

NATIONAL LIFE INSURANCE COMPANY AGENCY EMPLOYEES PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

GENERAL AGENTS OF NATIONAL LIFE INSURANCE COMPANY has sponsored the creation of one or more 401k plans.

Company Name:GENERAL AGENTS OF NATIONAL LIFE INSURANCE COMPANY
Employer identification number (EIN):036012059
NAIC Classification:524210
NAIC Description:Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NATIONAL LIFE INSURANCE COMPANY AGENCY EMPLOYEES PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
3332012-01-01STEVEN SCHULTZ
3332011-01-01STEVEN SCHULTZ
3332009-01-01STEVEN SCHULTZ STEVEN SCHULTZ2010-10-06

Plan Statistics for NATIONAL LIFE INSURANCE COMPANY AGENCY EMPLOYEES PENSION PLAN

401k plan membership statisitcs for NATIONAL LIFE INSURANCE COMPANY AGENCY EMPLOYEES PENSION PLAN

Measure Date Value
2012: NATIONAL LIFE INSURANCE COMPANY AGENCY EMPLOYEES PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01168
Total number of active participants reported on line 7a of the Form 55002012-01-0129
Number of retired or separated participants receiving benefits2012-01-0178
Number of other retired or separated participants entitled to future benefits2012-01-0154
Total of all active and inactive participants2012-01-01161
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-013
Total participants2012-01-01164
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: NATIONAL LIFE INSURANCE COMPANY AGENCY EMPLOYEES PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01175
Total number of active participants reported on line 7a of the Form 55002011-01-0135
Number of retired or separated participants receiving benefits2011-01-0176
Number of other retired or separated participants entitled to future benefits2011-01-0154
Total of all active and inactive participants2011-01-01165
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-013
Total participants2011-01-01168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: NATIONAL LIFE INSURANCE COMPANY AGENCY EMPLOYEES PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01178
Total number of active participants reported on line 7a of the Form 55002009-01-0152
Number of retired or separated participants receiving benefits2009-01-0169
Number of other retired or separated participants entitled to future benefits2009-01-0155
Total of all active and inactive participants2009-01-01176
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-013
Total participants2009-01-01179
Number of participants with account balances2009-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on NATIONAL LIFE INSURANCE COMPANY AGENCY EMPLOYEES PENSION PLAN

Measure Date Value
2012 : NATIONAL LIFE INSURANCE COMPANY AGENCY EMPLOYEES PENSION PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$6,348
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$4,100
Total income from all sources (including contributions)2012-12-31$1,713,373
Total loss/gain on sale of assets2012-12-31$639,918
Total of all expenses incurred2012-12-31$853,312
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$816,298
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$460,000
Value of total assets at end of year2012-12-31$12,331,344
Value of total assets at beginning of year2012-12-31$11,469,035
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$37,014
Total interest from all sources2012-12-31$170,487
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$117,781
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$19,769
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$15,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Assets. Other investments not covered elsewhere at end of year2012-12-31$20,569
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$23,409
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$1,013
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$6,348
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$4,100
Administrative expenses (other) incurred2012-12-31$17,245
Total non interest bearing cash at end of year2012-12-31$23,158
Total non interest bearing cash at beginning of year2012-12-31$4,847
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$860,061
Value of net assets at end of year (total assets less liabilities)2012-12-31$12,324,996
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$11,464,935
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Income. Interest from corporate debt instruments2012-12-31$167,855
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$2,632
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$4,036
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$107,702
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$325,187
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$460,000
Income. Dividends from common stock2012-12-31$117,781
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$816,298
Asset. Corporate debt instrument debt (other) at end of year2012-12-31$5,219,044
Asset. Corporate debt instrument debt (other) at beginning of year2012-12-31$4,433,205
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$7,064,537
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$6,898,859
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$54,011,799
Aggregate carrying amount (costs) on sale of assets2012-12-31$53,371,881
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31MCSOLEY MCCOY & CO.
Accountancy firm EIN2012-12-31030327374
2011 : NATIONAL LIFE INSURANCE COMPANY AGENCY EMPLOYEES PENSION PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$4,100
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$4,504
Total income from all sources (including contributions)2011-12-31$771,267
Total loss/gain on sale of assets2011-12-31$373,812
Total of all expenses incurred2011-12-31$784,586
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$747,528
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$240,000
Value of total assets at end of year2011-12-31$11,469,035
Value of total assets at beginning of year2011-12-31$11,482,758
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$37,058
Total interest from all sources2011-12-31$201,816
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$102,752
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$24,913
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$15,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$0
Assets. Other investments not covered elsewhere at end of year2011-12-31$23,409
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$16,363
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$1,013
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$4,100
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$4,504
Administrative expenses (other) incurred2011-12-31$12,145
Total non interest bearing cash at end of year2011-12-31$4,847
Total non interest bearing cash at beginning of year2011-12-31$21,520
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-13,319
Value of net assets at end of year (total assets less liabilities)2011-12-31$11,464,935
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$11,478,254
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Income. Interest from corporate debt instruments2011-12-31$197,923
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$3,893
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$107,702
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$51,337
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-147,113
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$240,000
Income. Dividends from common stock2011-12-31$102,752
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$747,528
Asset. Corporate debt instrument debt (other) at end of year2011-12-31$4,433,205
Asset. Corporate debt instrument debt (other) at beginning of year2011-12-31$4,157,871
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$6,898,859
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$7,235,667
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$45,803,256
Aggregate carrying amount (costs) on sale of assets2011-12-31$45,429,444
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31MCSOLEY MCCOY & CO.
Accountancy firm EIN2011-12-31030327374
2010 : NATIONAL LIFE INSURANCE COMPANY AGENCY EMPLOYEES PENSION PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$4,504
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$2,817
Total income from all sources (including contributions)2010-12-31$1,353,322
Total loss/gain on sale of assets2010-12-31$280,437
Total of all expenses incurred2010-12-31$743,576
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$705,022
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$0
Value of total assets at end of year2010-12-31$11,482,758
Value of total assets at beginning of year2010-12-31$10,871,325
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$38,554
Total interest from all sources2010-12-31$196,009
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$101,829
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$16,692
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$15,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Assets. Other investments not covered elsewhere at end of year2010-12-31$16,363
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$20,682
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$20,408
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$4,504
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$2,817
Administrative expenses (other) incurred2010-12-31$21,862
Total non interest bearing cash at end of year2010-12-31$21,520
Total non interest bearing cash at beginning of year2010-12-31$194,454
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$609,746
Value of net assets at end of year (total assets less liabilities)2010-12-31$11,478,254
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$10,868,508
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Income. Interest from corporate debt instruments2010-12-31$176,371
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$19,638
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$51,337
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$716,313
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$20,408
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$775,047
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Income. Dividends from common stock2010-12-31$101,829
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$684,614
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$4,157,871
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$3,714,077
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$7,235,667
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$6,205,391
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$57,887,980
Aggregate carrying amount (costs) on sale of assets2010-12-31$57,607,543
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31MCSOLEY MCCOY & CO.
Accountancy firm EIN2010-12-31030327374
2009 : NATIONAL LIFE INSURANCE COMPANY AGENCY EMPLOYEES PENSION PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for NATIONAL LIFE INSURANCE COMPANY AGENCY EMPLOYEES PENSION PLAN

2012: NATIONAL LIFE INSURANCE COMPANY AGENCY EMPLOYEES PENSION PLAN 2012 form 5500 responses
2012-01-01Type of plan entityMulitple employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan benefit arrangement – InsuranceYes
2011: NATIONAL LIFE INSURANCE COMPANY AGENCY EMPLOYEES PENSION PLAN 2011 form 5500 responses
2011-01-01Type of plan entityMulitple employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan benefit arrangement – InsuranceYes
2009: NATIONAL LIFE INSURANCE COMPANY AGENCY EMPLOYEES PENSION PLAN 2009 form 5500 responses
2009-01-01Type of plan entityMulitple employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan benefit arrangement – InsuranceYes

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