ROBERT J LAWLER FUNERAL HOME INC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan ROBERT J. LAWLER FUNERAL HOME, INC PROFIT SHARING PLAN
401k plan membership statisitcs for ROBERT J. LAWLER FUNERAL HOME, INC PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2019: ROBERT J. LAWLER FUNERAL HOME, INC PROFIT SHARING PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-06-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-06-01 | 0 |
| Total of all active and inactive participants | 2019-06-01 | 0 |
| Total participants | 2019-06-01 | 0 |
| Number of participants with account balances | 2019-06-01 | 0 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-06-01 | 0 |
| 2018: ROBERT J. LAWLER FUNERAL HOME, INC PROFIT SHARING PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-06-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-06-01 | 3 |
| Total of all active and inactive participants | 2018-06-01 | 3 |
| Total participants | 2018-06-01 | 3 |
| Number of participants with account balances | 2018-06-01 | 2 |
| 2017: ROBERT J. LAWLER FUNERAL HOME, INC PROFIT SHARING PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-06-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-06-01 | 2 |
| Total of all active and inactive participants | 2017-06-01 | 2 |
| Total participants | 2017-06-01 | 2 |
| Number of participants with account balances | 2017-06-01 | 2 |
| 2016: ROBERT J. LAWLER FUNERAL HOME, INC PROFIT SHARING PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-06-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-06-01 | 2 |
| Total of all active and inactive participants | 2016-06-01 | 2 |
| Total participants | 2016-06-01 | 2 |
| Number of participants with account balances | 2016-06-01 | 2 |
| 2015: ROBERT J. LAWLER FUNERAL HOME, INC PROFIT SHARING PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-06-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-06-01 | 2 |
| Total of all active and inactive participants | 2015-06-01 | 2 |
| Total participants | 2015-06-01 | 2 |
| Number of participants with account balances | 2015-06-01 | 2 |
| 2014: ROBERT J. LAWLER FUNERAL HOME, INC PROFIT SHARING PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-06-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-06-01 | 2 |
| Total of all active and inactive participants | 2014-06-01 | 2 |
| Total participants | 2014-06-01 | 2 |
| 2013: ROBERT J. LAWLER FUNERAL HOME, INC PROFIT SHARING PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-06-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-06-01 | 2 |
| Total of all active and inactive participants | 2013-06-01 | 2 |
| Total participants | 2013-06-01 | 2 |
| Number of participants with account balances | 2013-06-01 | 2 |
| 2012: ROBERT J. LAWLER FUNERAL HOME, INC PROFIT SHARING PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-06-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-06-01 | 2 |
| Total of all active and inactive participants | 2012-06-01 | 2 |
| Total participants | 2012-06-01 | 2 |
| Number of participants with account balances | 2012-06-01 | 2 |
| 2011: ROBERT J. LAWLER FUNERAL HOME, INC PROFIT SHARING PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-06-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-06-01 | 2 |
| Total of all active and inactive participants | 2011-06-01 | 2 |
| Total participants | 2011-06-01 | 2 |
| Number of participants with account balances | 2011-06-01 | 2 |
| 2009: ROBERT J. LAWLER FUNERAL HOME, INC PROFIT SHARING PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-06-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-06-01 | 2 |
| Total of all active and inactive participants | 2009-06-01 | 2 |
| Total participants | 2009-06-01 | 2 |
| Number of participants with account balances | 2009-06-01 | 2 |
| Measure | Date | Value |
|---|
| 2020 : ROBERT J. LAWLER FUNERAL HOME, INC PROFIT SHARING PLAN 2020 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2020-04-29 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-04-29 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-04-29 | $0 |
| Total income from all sources (including contributions) | 2020-04-29 | $8,293 |
| Total loss/gain on sale of assets | 2020-04-29 | $7,297 |
| Total of all expenses incurred | 2020-04-29 | $98,049 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-04-29 | $97,898 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-04-29 | $0 |
| Value of total assets at end of year | 2020-04-29 | $0 |
| Value of total assets at beginning of year | 2020-04-29 | $89,756 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-04-29 | $151 |
| Total interest from all sources | 2020-04-29 | $701 |
| Total dividends received (eg from common stock, registered investment company shares) | 2020-04-29 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-04-29 | Yes |
| Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2020-04-29 | $0 |
| Was this plan covered by a fidelity bond | 2020-04-29 | Yes |
| Value of fidelity bond cover | 2020-04-29 | $100,000 |
| If this is an individual account plan, was there a blackout period | 2020-04-29 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2020-04-29 | No |
| Other income not declared elsewhere | 2020-04-29 | $295 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-04-29 | No |
| Value of net income/loss | 2020-04-29 | $-89,756 |
| Value of net assets at end of year (total assets less liabilities) | 2020-04-29 | $0 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-04-29 | $89,756 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-04-29 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2020-04-29 | No |
| Were any leases to which the plan was party in default or uncollectible | 2020-04-29 | No |
| Investment advisory and management fees | 2020-04-29 | $151 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-04-29 | $0 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-04-29 | $89,756 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-04-29 | $89,756 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-04-29 | $701 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-04-29 | No |
| Was there a failure to transmit to the plan any participant contributions | 2020-04-29 | No |
| Has the plan failed to provide any benefit when due under the plan | 2020-04-29 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-04-29 | $97,898 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2020-04-29 | No |
| Did the plan have assets held for investment | 2020-04-29 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-04-29 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-04-29 | Yes |
| Aggregate proceeds on sale of assets | 2020-04-29 | $7,297 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2020-04-29 | No |
| Opinion of an independent qualified public accountant for this plan | 2020-04-29 | Unqualified |
| Accountancy firm name | 2020-04-29 | SEAPORT FINANCIAL PARTNERS LLC |
| Accountancy firm EIN | 2020-04-29 | 471404289 |
| 2019 : ROBERT J. LAWLER FUNERAL HOME, INC PROFIT SHARING PLAN 2019 401k financial data |
|---|
| Total income from all sources | 2019-05-31 | $280,944 |
| Expenses. Total of all expenses incurred | 2019-05-31 | $3,804,922 |
| Benefits paid (including direct rollovers) | 2019-05-31 | $3,749,702 |
| Total plan assets at end of year | 2019-05-31 | $89,756 |
| Total plan assets at beginning of year | 2019-05-31 | $3,613,734 |
| Value of fidelity bond covering the plan | 2019-05-31 | $100,000 |
| Other income received | 2019-05-31 | $279,571 |
| Net income (gross income less expenses) | 2019-05-31 | $-3,523,978 |
| Net plan assets at end of year (total assets less liabilities) | 2019-05-31 | $89,756 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-05-31 | $3,613,734 |
| Total contributions received or receivable from employer(s) | 2019-05-31 | $1,373 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-05-31 | $55,220 |
| 2018 : ROBERT J. LAWLER FUNERAL HOME, INC PROFIT SHARING PLAN 2018 401k financial data |
|---|
| Total income from all sources | 2018-05-31 | $353,149 |
| Expenses. Total of all expenses incurred | 2018-05-31 | $49,915 |
| Total plan assets at end of year | 2018-05-31 | $3,613,734 |
| Total plan assets at beginning of year | 2018-05-31 | $3,310,500 |
| Value of fidelity bond covering the plan | 2018-05-31 | $100,000 |
| Other income received | 2018-05-31 | $247,649 |
| Net income (gross income less expenses) | 2018-05-31 | $303,234 |
| Net plan assets at end of year (total assets less liabilities) | 2018-05-31 | $3,613,734 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-05-31 | $3,310,500 |
| Total contributions received or receivable from employer(s) | 2018-05-31 | $105,500 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-05-31 | $49,915 |
| 2017 : ROBERT J. LAWLER FUNERAL HOME, INC PROFIT SHARING PLAN 2017 401k financial data |
|---|
| Total income from all sources | 2017-05-31 | $456,718 |
| Expenses. Total of all expenses incurred | 2017-05-31 | $44,113 |
| Total plan assets at end of year | 2017-05-31 | $3,310,500 |
| Total plan assets at beginning of year | 2017-05-31 | $2,897,895 |
| Value of fidelity bond covering the plan | 2017-05-31 | $100,000 |
| Other income received | 2017-05-31 | $350,718 |
| Net income (gross income less expenses) | 2017-05-31 | $412,605 |
| Net plan assets at end of year (total assets less liabilities) | 2017-05-31 | $3,310,500 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-05-31 | $2,897,895 |
| Total contributions received or receivable from employer(s) | 2017-05-31 | $106,000 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-05-31 | $44,113 |
| 2016 : ROBERT J. LAWLER FUNERAL HOME, INC PROFIT SHARING PLAN 2016 401k financial data |
|---|
| Total income from all sources | 2016-05-31 | $-11,512 |
| Expenses. Total of all expenses incurred | 2016-05-31 | $40,976 |
| Total plan assets at end of year | 2016-05-31 | $2,897,895 |
| Total plan assets at beginning of year | 2016-05-31 | $2,950,383 |
| Value of fidelity bond covering the plan | 2016-05-31 | $100,000 |
| Other income received | 2016-05-31 | $-71,512 |
| Net income (gross income less expenses) | 2016-05-31 | $-52,488 |
| Net plan assets at end of year (total assets less liabilities) | 2016-05-31 | $2,897,895 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-05-31 | $2,950,383 |
| Total contributions received or receivable from employer(s) | 2016-05-31 | $60,000 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-05-31 | $40,976 |
| 2015 : ROBERT J. LAWLER FUNERAL HOME, INC PROFIT SHARING PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-05-31 | $156,807 |
| Expenses. Total of all expenses incurred | 2015-05-31 | $39,187 |
| Total plan assets at end of year | 2015-05-31 | $2,950,383 |
| Total plan assets at beginning of year | 2015-05-31 | $2,832,763 |
| Value of fidelity bond covering the plan | 2015-05-31 | $100,000 |
| Expenses. Other expenses not covered elsewhere | 2015-05-31 | $39,187 |
| Other income received | 2015-05-31 | $97,136 |
| Net income (gross income less expenses) | 2015-05-31 | $117,620 |
| Net plan assets at end of year (total assets less liabilities) | 2015-05-31 | $2,950,383 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-05-31 | $2,832,763 |
| Total contributions received or receivable from employer(s) | 2015-05-31 | $59,671 |
| 2014 : ROBERT J. LAWLER FUNERAL HOME, INC PROFIT SHARING PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-05-31 | $369,510 |
| Expenses. Total of all expenses incurred | 2014-05-31 | $26,314 |
| Total plan assets at end of year | 2014-05-31 | $2,832,763 |
| Total plan assets at beginning of year | 2014-05-31 | $2,489,567 |
| Value of fidelity bond covering the plan | 2014-05-31 | $100,000 |
| Expenses. Other expenses not covered elsewhere | 2014-05-31 | $26,314 |
| Other income received | 2014-05-31 | $265,510 |
| Net income (gross income less expenses) | 2014-05-31 | $343,196 |
| Net plan assets at end of year (total assets less liabilities) | 2014-05-31 | $2,832,763 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-05-31 | $2,489,567 |
| Total contributions received or receivable from employer(s) | 2014-05-31 | $104,000 |
| 2013 : ROBERT J. LAWLER FUNERAL HOME, INC PROFIT SHARING PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-05-31 | $384,620 |
| Expenses. Total of all expenses incurred | 2013-05-31 | $23,627 |
| Total plan assets at end of year | 2013-05-31 | $2,489,567 |
| Total plan assets at beginning of year | 2013-05-31 | $2,128,574 |
| Value of fidelity bond covering the plan | 2013-05-31 | $100,000 |
| Expenses. Other expenses not covered elsewhere | 2013-05-31 | $23,627 |
| Other income received | 2013-05-31 | $284,620 |
| Net income (gross income less expenses) | 2013-05-31 | $360,993 |
| Net plan assets at end of year (total assets less liabilities) | 2013-05-31 | $2,489,567 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-05-31 | $2,128,574 |
| Total contributions received or receivable from employer(s) | 2013-05-31 | $100,000 |
| 2012 : ROBERT J. LAWLER FUNERAL HOME, INC PROFIT SHARING PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-05-31 | $50,384 |
| Expenses. Total of all expenses incurred | 2012-05-31 | $23,408 |
| Total plan assets at end of year | 2012-05-31 | $2,128,574 |
| Total plan assets at beginning of year | 2012-05-31 | $2,101,598 |
| Value of fidelity bond covering the plan | 2012-05-31 | $100,000 |
| Expenses. Other expenses not covered elsewhere | 2012-05-31 | $23,408 |
| Other income received | 2012-05-31 | $-47,616 |
| Net income (gross income less expenses) | 2012-05-31 | $26,976 |
| Net plan assets at end of year (total assets less liabilities) | 2012-05-31 | $2,128,574 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-05-31 | $2,101,598 |
| Total contributions received or receivable from employer(s) | 2012-05-31 | $98,000 |
| 2011 : ROBERT J. LAWLER FUNERAL HOME, INC PROFIT SHARING PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-05-31 | $418,437 |
| Expenses. Total of all expenses incurred | 2011-05-31 | $20,873 |
| Total plan assets at end of year | 2011-05-31 | $2,101,598 |
| Total plan assets at beginning of year | 2011-05-31 | $1,704,034 |
| Value of fidelity bond covering the plan | 2011-05-31 | $100,000 |
| Expenses. Other expenses not covered elsewhere | 2011-05-31 | $20,873 |
| Other income received | 2011-05-31 | $320,437 |
| Net income (gross income less expenses) | 2011-05-31 | $397,564 |
| Net plan assets at end of year (total assets less liabilities) | 2011-05-31 | $2,101,598 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-05-31 | $1,704,034 |
| Total contributions received or receivable from employer(s) | 2011-05-31 | $98,000 |
| 2019: ROBERT J. LAWLER FUNERAL HOME, INC PROFIT SHARING PLAN 2019 form 5500 responses |
|---|
| 2019-06-01 | Type of plan entity | Single employer plan |
| 2019-06-01 | Submission has been amended | No |
| 2019-06-01 | This submission is the final filing | Yes |
| 2019-06-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
| 2019-06-01 | Plan is a collectively bargained plan | No |
| 2019-06-01 | Plan funding arrangement – Trust | Yes |
| 2019-06-01 | Plan benefit arrangement - Trust | Yes |
| 2018: ROBERT J. LAWLER FUNERAL HOME, INC PROFIT SHARING PLAN 2018 form 5500 responses |
|---|
| 2018-06-01 | Type of plan entity | Single employer plan |
| 2018-06-01 | Submission has been amended | No |
| 2018-06-01 | This submission is the final filing | No |
| 2018-06-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-06-01 | Plan is a collectively bargained plan | No |
| 2018-06-01 | Plan funding arrangement – Trust | Yes |
| 2018-06-01 | Plan benefit arrangement - Trust | Yes |
| 2017: ROBERT J. LAWLER FUNERAL HOME, INC PROFIT SHARING PLAN 2017 form 5500 responses |
|---|
| 2017-06-01 | Type of plan entity | Single employer plan |
| 2017-06-01 | Submission has been amended | No |
| 2017-06-01 | This submission is the final filing | No |
| 2017-06-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-06-01 | Plan is a collectively bargained plan | No |
| 2017-06-01 | Plan funding arrangement – Trust | Yes |
| 2017-06-01 | Plan benefit arrangement - Trust | Yes |
| 2016: ROBERT J. LAWLER FUNERAL HOME, INC PROFIT SHARING PLAN 2016 form 5500 responses |
|---|
| 2016-06-01 | Type of plan entity | Single employer plan |
| 2016-06-01 | Submission has been amended | No |
| 2016-06-01 | This submission is the final filing | No |
| 2016-06-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-06-01 | Plan is a collectively bargained plan | No |
| 2016-06-01 | Plan funding arrangement – Trust | Yes |
| 2016-06-01 | Plan benefit arrangement - Trust | Yes |
| 2015: ROBERT J. LAWLER FUNERAL HOME, INC PROFIT SHARING PLAN 2015 form 5500 responses |
|---|
| 2015-06-01 | Type of plan entity | Single employer plan |
| 2015-06-01 | Submission has been amended | No |
| 2015-06-01 | This submission is the final filing | No |
| 2015-06-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-06-01 | Plan is a collectively bargained plan | No |
| 2015-06-01 | Plan funding arrangement – Trust | Yes |
| 2015-06-01 | Plan benefit arrangement - Trust | Yes |
| 2014: ROBERT J. LAWLER FUNERAL HOME, INC PROFIT SHARING PLAN 2014 form 5500 responses |
|---|
| 2014-06-01 | Type of plan entity | Single employer plan |
| 2014-06-01 | Submission has been amended | No |
| 2014-06-01 | This submission is the final filing | No |
| 2014-06-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-06-01 | Plan is a collectively bargained plan | No |
| 2014-06-01 | Plan funding arrangement – Trust | Yes |
| 2014-06-01 | Plan benefit arrangement - Trust | Yes |
| 2013: ROBERT J. LAWLER FUNERAL HOME, INC PROFIT SHARING PLAN 2013 form 5500 responses |
|---|
| 2013-06-01 | Type of plan entity | Single employer plan |
| 2013-06-01 | Submission has been amended | No |
| 2013-06-01 | This submission is the final filing | No |
| 2013-06-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-06-01 | Plan is a collectively bargained plan | No |
| 2013-06-01 | Plan funding arrangement – Trust | Yes |
| 2013-06-01 | Plan benefit arrangement - Trust | Yes |
| 2012: ROBERT J. LAWLER FUNERAL HOME, INC PROFIT SHARING PLAN 2012 form 5500 responses |
|---|
| 2012-06-01 | Type of plan entity | Single employer plan |
| 2012-06-01 | Submission has been amended | No |
| 2012-06-01 | This submission is the final filing | No |
| 2012-06-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-06-01 | Plan is a collectively bargained plan | No |
| 2012-06-01 | Plan funding arrangement – Trust | Yes |
| 2012-06-01 | Plan benefit arrangement - Trust | Yes |
| 2011: ROBERT J. LAWLER FUNERAL HOME, INC PROFIT SHARING PLAN 2011 form 5500 responses |
|---|
| 2011-06-01 | Type of plan entity | Single employer plan |
| 2011-06-01 | Submission has been amended | No |
| 2011-06-01 | This submission is the final filing | No |
| 2011-06-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-06-01 | Plan is a collectively bargained plan | No |
| 2011-06-01 | Plan funding arrangement – Trust | Yes |
| 2011-06-01 | Plan benefit arrangement - Trust | Yes |
| 2009: ROBERT J. LAWLER FUNERAL HOME, INC PROFIT SHARING PLAN 2009 form 5500 responses |
|---|
| 2009-06-01 | Type of plan entity | Single employer plan |
| 2009-06-01 | Submission has been amended | No |
| 2009-06-01 | This submission is the final filing | No |
| 2009-06-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-06-01 | Plan is a collectively bargained plan | No |
| 2009-06-01 | Plan funding arrangement – Trust | Yes |
| 2009-06-01 | Plan benefit arrangement - Trust | Yes |
| PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 ) |
| Policy contract number | 3093685 |
| Policy instance | 1 |
| Insurance contract or identification number | 3093685 | | Number of Individuals Covered | 2 | | Insurance policy start date | 2018-05-01 | | Insurance policy end date | 2019-04-25 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $40 | | 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 | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | 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 $0 | | Amount paid for insurance broker fees | 40 | | Additional information about fees paid to insurance broker | SERVICE FEE | | Insurance broker organization code? | 3 |
|
| PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 ) |
| Policy contract number | 3093685 |
| Policy instance | 1 |
| Insurance contract or identification number | 3093685 | | Number of Individuals Covered | 2 | | Insurance policy start date | 2017-05-01 | | Insurance policy end date | 2018-04-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $57 | | 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 | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | 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 $0 | | Amount paid for insurance broker fees | 57 | | Additional information about fees paid to insurance broker | SERVICE FEE | | Insurance broker organization code? | 3 | | Insurance broker name | NORMAN CLARK CORLISS |
|
| PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 ) |
| Policy contract number | 3093685-01 |
| Policy instance | 1 |
| Insurance contract or identification number | 3093685-01 | | Number of Individuals Covered | 2 | | Insurance policy start date | 2015-06-01 | | Insurance policy end date | 2016-05-31 | | 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 | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | 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 $0 | | Amount paid for insurance broker fees | 0 | | Insurance broker organization code? | 3 | | Insurance broker name | NORMAN CLARK CORLISS |
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| PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 ) |
| Policy contract number | 3093685-01 |
| Policy instance | 1 |
| Insurance contract or identification number | 3093685-01 | | Number of Individuals Covered | 2 | | Insurance policy start date | 2014-06-01 | | Insurance policy end date | 2015-05-31 | | Total amount of fees paid to insurance company | USD $57 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | 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 | | Amount paid for insurance broker fees | 57 | | Additional information about fees paid to insurance broker | SERVICE FEE | | Insurance broker organization code? | 3 | | Insurance broker name | NORMAN CLARK CORLISS |
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| PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 ) |
| Policy contract number | 3093685-01 |
| Policy instance | 1 |
| Insurance contract or identification number | 3093685-01 | | Number of Individuals Covered | 2 | | Insurance policy start date | 2013-06-01 | | Insurance policy end date | 2014-05-31 | | Total amount of commissions paid to insurance broker | USD $27 | | Total amount of fees paid to insurance company | USD $87 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | 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 | | Amount paid for insurance broker fees | 60 | | Additional information about fees paid to insurance broker | SERVICE FEE AND BONUS PAYMENT LONG TERM LIFE | | Insurance broker organization code? | 3 | | Commission paid to Insurance Broker | USD $13 | | Insurance broker name | ROBERT E GOULDING |
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| PRINCIPAL MUTUAL LIFE INSURANCE CO (National Association of Insurance Commissioners NAIC id number: 61271 ) |
| Policy contract number | 61688 |
| Policy instance | 1 |
| Insurance contract or identification number | 61688 | | Number of Individuals Covered | 2 | | Insurance policy start date | 2012-06-01 | | Insurance policy end date | 2013-05-31 | | Total amount of commissions paid to insurance broker | USD $27 | | Total amount of fees paid to insurance company | USD $81 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $13 | | Amount paid for insurance broker fees | 25 | | Additional information about fees paid to insurance broker | BONUS PAYMENT LONG TERM LIFE | | Insurance broker organization code? | 3 | | Insurance broker name | NORMAN CLARK CORLISS |
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| PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 ) |
| Policy contract number | 61688 |
| Policy instance | 1 |
| Insurance contract or identification number | 61688 | | Number of Individuals Covered | 2 | | Insurance policy start date | 2011-06-01 | | Insurance policy end date | 2012-05-31 | | Total amount of commissions paid to insurance broker | USD $27 | | Total amount of fees paid to insurance company | USD $30 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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| PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 ) |
| Policy contract number | 61688 |
| Policy instance | 1 |
| Insurance contract or identification number | 61688 | | Number of Individuals Covered | 2 | | Insurance policy start date | 2010-06-01 | | Insurance policy end date | 2010-05-31 | | Total amount of commissions paid to insurance broker | USD $28 | | Total amount of fees paid to insurance company | USD $58 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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