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EAMES INSURANCE AGENCY INC. MONEY PURCHASE PLAN 401k Plan overview

Plan NameEAMES INSURANCE AGENCY INC. MONEY PURCHASE PLAN
Plan identification number 002

EAMES INSURANCE AGENCY INC. MONEY PURCHASE PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • Profit-sharing
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

EAMES INSURANCE AGENCY, INC. has sponsored the creation of one or more 401k plans.

Company Name:EAMES INSURANCE AGENCY, INC.
Employer identification number (EIN):042469143
NAIC Classification:524210
NAIC Description:Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EAMES INSURANCE AGENCY INC. MONEY PURCHASE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-07-01
0022021-07-01
0022019-07-01
0022018-07-01
0022017-07-01BRADFORD EAMES BRADFORD EAMES2018-12-21
0022015-07-01BRADFORD EAMES BRADFORD EAMES2016-12-21
0022014-07-01BRADFORD EAMES BRADFORD EAMES2016-01-22
0022013-07-01BRADFORD EAMES BRADFORD EAMES2014-12-29
0022012-07-01BRADFORD EAMES BRADFORD EAMES2014-04-14
0022011-07-01BRADFORD EAMES BRADFORD EAMES2014-04-07
0022010-07-01BRADFORD EAMES
0022009-07-01BRADFORD EAMES

Plan Statistics for EAMES INSURANCE AGENCY INC. MONEY PURCHASE PLAN

401k plan membership statisitcs for EAMES INSURANCE AGENCY INC. MONEY PURCHASE PLAN

Measure Date Value
2019: EAMES INSURANCE AGENCY INC. MONEY PURCHASE PLAN 2019 401k membership
Total participants, beginning-of-year2019-07-012
Total number of active participants reported on line 7a of the Form 55002019-07-012
Number of retired or separated participants receiving benefits2019-07-010
Number of other retired or separated participants entitled to future benefits2019-07-010
Total of all active and inactive participants2019-07-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-010
Total participants2019-07-012
Number of participants with account balances2019-07-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-010
2018: EAMES INSURANCE AGENCY INC. MONEY PURCHASE PLAN 2018 401k membership
Total participants, beginning-of-year2018-07-012
Total number of active participants reported on line 7a of the Form 55002018-07-012
Number of retired or separated participants receiving benefits2018-07-010
Number of other retired or separated participants entitled to future benefits2018-07-010
Total of all active and inactive participants2018-07-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-010
Total participants2018-07-012
Number of participants with account balances2018-07-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-010
2017: EAMES INSURANCE AGENCY INC. MONEY PURCHASE PLAN 2017 401k membership
Total participants, beginning-of-year2017-07-012
Total number of active participants reported on line 7a of the Form 55002017-07-012
Number of retired or separated participants receiving benefits2017-07-010
Number of other retired or separated participants entitled to future benefits2017-07-010
Total of all active and inactive participants2017-07-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-010
Total participants2017-07-012
Number of participants with account balances2017-07-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-010
2015: EAMES INSURANCE AGENCY INC. MONEY PURCHASE PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-012
Total number of active participants reported on line 7a of the Form 55002015-07-012
Number of retired or separated participants receiving benefits2015-07-010
Number of other retired or separated participants entitled to future benefits2015-07-010
Total of all active and inactive participants2015-07-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-010
Total participants2015-07-012
Number of participants with account balances2015-07-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-010
2014: EAMES INSURANCE AGENCY INC. MONEY PURCHASE PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-012
Total number of active participants reported on line 7a of the Form 55002014-07-012
Number of retired or separated participants receiving benefits2014-07-010
Number of other retired or separated participants entitled to future benefits2014-07-010
Total of all active and inactive participants2014-07-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-010
Total participants2014-07-012
Number of participants with account balances2014-07-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-010
2013: EAMES INSURANCE AGENCY INC. MONEY PURCHASE PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-012
Total number of active participants reported on line 7a of the Form 55002013-07-012
Number of retired or separated participants receiving benefits2013-07-010
Number of other retired or separated participants entitled to future benefits2013-07-010
Total of all active and inactive participants2013-07-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-010
Total participants2013-07-012
Number of participants with account balances2013-07-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-010
2012: EAMES INSURANCE AGENCY INC. MONEY PURCHASE PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-012
Total number of active participants reported on line 7a of the Form 55002012-07-012
Number of retired or separated participants receiving benefits2012-07-010
Number of other retired or separated participants entitled to future benefits2012-07-010
Total of all active and inactive participants2012-07-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-010
Total participants2012-07-012
Number of participants with account balances2012-07-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-010
2011: EAMES INSURANCE AGENCY INC. MONEY PURCHASE PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-012
Total number of active participants reported on line 7a of the Form 55002011-07-012
Number of retired or separated participants receiving benefits2011-07-010
Number of other retired or separated participants entitled to future benefits2011-07-010
Total of all active and inactive participants2011-07-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-010
Total participants2011-07-012
Number of participants with account balances2011-07-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-010
2010: EAMES INSURANCE AGENCY INC. MONEY PURCHASE PLAN 2010 401k membership
Total participants, beginning-of-year2010-07-012
Total number of active participants reported on line 7a of the Form 55002010-07-012
Number of retired or separated participants receiving benefits2010-07-010
Number of other retired or separated participants entitled to future benefits2010-07-010
Total of all active and inactive participants2010-07-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-07-010
Total participants2010-07-012
Number of participants with account balances2010-07-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-07-010
2009: EAMES INSURANCE AGENCY INC. MONEY PURCHASE PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-014
Total number of active participants reported on line 7a of the Form 55002009-07-012
Number of retired or separated participants receiving benefits2009-07-012
Number of other retired or separated participants entitled to future benefits2009-07-010
Total of all active and inactive participants2009-07-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-010
Total participants2009-07-014
Number of participants with account balances2009-07-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-010

Financial Data on EAMES INSURANCE AGENCY INC. MONEY PURCHASE PLAN

Measure Date Value
2020 : EAMES INSURANCE AGENCY INC. MONEY PURCHASE PLAN 2020 401k financial data
Total plan liabilities at end of year2020-06-30$0
Total plan liabilities at beginning of year2020-06-30$0
Total income from all sources2020-06-30$682
Expenses. Total of all expenses incurred2020-06-30$10,756
Benefits paid (including direct rollovers)2020-06-30$10,756
Total plan assets at end of year2020-06-30$233,813
Total plan assets at beginning of year2020-06-30$243,887
Value of fidelity bond covering the plan2020-06-30$350,000
Expenses. Other expenses not covered elsewhere2020-06-30$0
Other income received2020-06-30$682
Net income (gross income less expenses)2020-06-30$-10,074
Net plan assets at end of year (total assets less liabilities)2020-06-30$233,813
Net plan assets at beginning of year (total assets less liabilities)2020-06-30$243,887
2019 : EAMES INSURANCE AGENCY INC. MONEY PURCHASE PLAN 2019 401k financial data
Total plan liabilities at end of year2019-06-30$0
Total plan liabilities at beginning of year2019-06-30$0
Total income from all sources2019-06-30$3,272
Expenses. Total of all expenses incurred2019-06-30$10,658
Benefits paid (including direct rollovers)2019-06-30$10,658
Total plan assets at end of year2019-06-30$243,887
Total plan assets at beginning of year2019-06-30$251,273
Value of fidelity bond covering the plan2019-06-30$350,000
Expenses. Other expenses not covered elsewhere2019-06-30$0
Other income received2019-06-30$3,272
Net income (gross income less expenses)2019-06-30$-7,386
Net plan assets at end of year (total assets less liabilities)2019-06-30$243,887
Net plan assets at beginning of year (total assets less liabilities)2019-06-30$251,273
2018 : EAMES INSURANCE AGENCY INC. MONEY PURCHASE PLAN 2018 401k financial data
Total plan liabilities at end of year2018-06-30$0
Total plan liabilities at beginning of year2018-06-30$0
Total income from all sources2018-06-30$2,698
Expenses. Total of all expenses incurred2018-06-30$270,400
Benefits paid (including direct rollovers)2018-06-30$21,202
Total plan assets at end of year2018-06-30$251,273
Total plan assets at beginning of year2018-06-30$518,975
Value of fidelity bond covering the plan2018-06-30$350,000
Expenses. Other expenses not covered elsewhere2018-06-30$249,198
Other income received2018-06-30$2,698
Net income (gross income less expenses)2018-06-30$-267,702
Net plan assets at end of year (total assets less liabilities)2018-06-30$251,273
Net plan assets at beginning of year (total assets less liabilities)2018-06-30$518,975
2016 : EAMES INSURANCE AGENCY INC. MONEY PURCHASE PLAN 2016 401k financial data
Total plan liabilities at end of year2016-06-30$0
Total plan liabilities at beginning of year2016-06-30$0
Total income from all sources2016-06-30$19,212
Expenses. Total of all expenses incurred2016-06-30$0
Total plan assets at end of year2016-06-30$513,350
Total plan assets at beginning of year2016-06-30$494,138
Value of fidelity bond covering the plan2016-06-30$200,000
Expenses. Other expenses not covered elsewhere2016-06-30$0
Other income received2016-06-30$19,212
Net income (gross income less expenses)2016-06-30$19,212
Net plan assets at end of year (total assets less liabilities)2016-06-30$513,350
Net plan assets at beginning of year (total assets less liabilities)2016-06-30$494,138
2015 : EAMES INSURANCE AGENCY INC. MONEY PURCHASE PLAN 2015 401k financial data
Total plan liabilities at end of year2015-06-30$0
Total plan liabilities at beginning of year2015-06-30$0
Total income from all sources2015-06-30$11,082
Expenses. Total of all expenses incurred2015-06-30$20,792
Total plan assets at end of year2015-06-30$494,138
Total plan assets at beginning of year2015-06-30$503,848
Value of fidelity bond covering the plan2015-06-30$200,000
Expenses. Other expenses not covered elsewhere2015-06-30$20,792
Other income received2015-06-30$11,082
Net income (gross income less expenses)2015-06-30$-9,710
Net plan assets at end of year (total assets less liabilities)2015-06-30$494,138
Net plan assets at beginning of year (total assets less liabilities)2015-06-30$503,848
2014 : EAMES INSURANCE AGENCY INC. MONEY PURCHASE PLAN 2014 401k financial data
Total income from all sources2014-06-30$27,321
Expenses. Total of all expenses incurred2014-06-30$5,192
Total plan assets at end of year2014-06-30$503,848
Total plan assets at beginning of year2014-06-30$481,719
Value of fidelity bond covering the plan2014-06-30$200,000
Expenses. Other expenses not covered elsewhere2014-06-30$5,192
Other income received2014-06-30$11,721
Net income (gross income less expenses)2014-06-30$22,129
Net plan assets at end of year (total assets less liabilities)2014-06-30$503,848
Net plan assets at beginning of year (total assets less liabilities)2014-06-30$481,719
Total contributions received or receivable from employer(s)2014-06-30$15,600
2013 : EAMES INSURANCE AGENCY INC. MONEY PURCHASE PLAN 2013 401k financial data
Total plan liabilities at end of year2013-06-30$0
Total plan liabilities at beginning of year2013-06-30$0
Total income from all sources2013-06-30$27,240
Expenses. Total of all expenses incurred2013-06-30$5,192
Total plan assets at end of year2013-06-30$481,719
Total plan assets at beginning of year2013-06-30$459,671
Value of fidelity bond covering the plan2013-06-30$200,000
Expenses. Other expenses not covered elsewhere2013-06-30$5,192
Other income received2013-06-30$11,640
Net income (gross income less expenses)2013-06-30$22,048
Net plan assets at end of year (total assets less liabilities)2013-06-30$481,719
Net plan assets at beginning of year (total assets less liabilities)2013-06-30$459,671
Total contributions received or receivable from employer(s)2013-06-30$15,600
2012 : EAMES INSURANCE AGENCY INC. MONEY PURCHASE PLAN 2012 401k financial data
Total plan liabilities at end of year2012-06-30$0
Total plan liabilities at beginning of year2012-06-30$0
Total income from all sources2012-06-30$26,921
Expenses. Total of all expenses incurred2012-06-30$5,192
Total plan assets at end of year2012-06-30$459,671
Total plan assets at beginning of year2012-06-30$437,942
Value of fidelity bond covering the plan2012-06-30$200,000
Expenses. Other expenses not covered elsewhere2012-06-30$5,192
Other income received2012-06-30$11,321
Net income (gross income less expenses)2012-06-30$21,729
Net plan assets at end of year (total assets less liabilities)2012-06-30$459,671
Net plan assets at beginning of year (total assets less liabilities)2012-06-30$437,942
Total contributions received or receivable from employer(s)2012-06-30$15,600
2011 : EAMES INSURANCE AGENCY INC. MONEY PURCHASE PLAN 2011 401k financial data
Total plan liabilities at end of year2011-06-30$0
Total plan liabilities at beginning of year2011-06-30$0
Total income from all sources2011-06-30$27,270
Expenses. Total of all expenses incurred2011-06-30$5,192
Benefits paid (including direct rollovers)2011-06-30$0
Total plan assets at end of year2011-06-30$437,942
Total plan assets at beginning of year2011-06-30$415,864
Value of fidelity bond covering the plan2011-06-30$200,000
Total contributions received or receivable from participants2011-06-30$0
Expenses. Other expenses not covered elsewhere2011-06-30$5,192
Contributions received from other sources (not participants or employers)2011-06-30$0
Other income received2011-06-30$11,670
Noncash contributions received2011-06-30$0
Net income (gross income less expenses)2011-06-30$22,078
Net plan assets at end of year (total assets less liabilities)2011-06-30$437,942
Net plan assets at beginning of year (total assets less liabilities)2011-06-30$415,864
Total contributions received or receivable from employer(s)2011-06-30$15,600
Value of certain deemed distributions of participant loans2011-06-30$0
Value of corrective distributions2011-06-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-06-30$0

Form 5500 Responses for EAMES INSURANCE AGENCY INC. MONEY PURCHASE PLAN

2019: EAMES INSURANCE AGENCY INC. MONEY PURCHASE PLAN 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01First time form 5500 has been submittedYes
2019-07-01Submission has been amendedNo
2019-07-01This submission is the final filingNo
2019-07-01This return/report is a short plan year return/report (less than 12 months)No
2019-07-01Plan is a collectively bargained planNo
2019-07-01Plan funding arrangement – InsuranceYes
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement – InsuranceYes
2019-07-01Plan benefit arrangement - TrustYes
2018: EAMES INSURANCE AGENCY INC. MONEY PURCHASE PLAN 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Submission has been amendedNo
2018-07-01This submission is the final filingNo
2018-07-01This return/report is a short plan year return/report (less than 12 months)No
2018-07-01Plan is a collectively bargained planNo
2018-07-01Plan funding arrangement – InsuranceYes
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement – InsuranceYes
2018-07-01Plan benefit arrangement - TrustYes
2017: EAMES INSURANCE AGENCY INC. MONEY PURCHASE PLAN 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Submission has been amendedNo
2017-07-01This submission is the final filingNo
2017-07-01This return/report is a short plan year return/report (less than 12 months)No
2017-07-01Plan is a collectively bargained planNo
2017-07-01Plan funding arrangement – InsuranceYes
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement – InsuranceYes
2017-07-01Plan benefit arrangement - TrustYes
2015: EAMES INSURANCE AGENCY INC. MONEY PURCHASE PLAN 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – InsuranceYes
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement – InsuranceYes
2015-07-01Plan benefit arrangement - TrustYes
2014: EAMES INSURANCE AGENCY INC. MONEY PURCHASE PLAN 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planNo
2014-07-01Plan funding arrangement – InsuranceYes
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement – InsuranceYes
2014-07-01Plan benefit arrangement - TrustYes
2013: EAMES INSURANCE AGENCY INC. MONEY PURCHASE PLAN 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Submission has been amendedNo
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planNo
2013-07-01Plan funding arrangement – InsuranceYes
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement – InsuranceYes
2013-07-01Plan benefit arrangement - TrustYes
2012: EAMES INSURANCE AGENCY INC. MONEY PURCHASE PLAN 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedNo
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – InsuranceYes
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement – InsuranceYes
2012-07-01Plan benefit arrangement - TrustYes
2011: EAMES INSURANCE AGENCY INC. MONEY PURCHASE PLAN 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Submission has been amendedNo
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planNo
2011-07-01Plan funding arrangement – InsuranceYes
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement – InsuranceYes
2011-07-01Plan benefit arrangement - TrustYes
2010: EAMES INSURANCE AGENCY INC. MONEY PURCHASE PLAN 2010 form 5500 responses
2010-07-01Type of plan entitySingle employer plan
2010-07-01Submission has been amendedNo
2010-07-01This submission is the final filingNo
2010-07-01This return/report is a short plan year return/report (less than 12 months)No
2010-07-01Plan is a collectively bargained planNo
2010-07-01Plan funding arrangement – InsuranceYes
2010-07-01Plan funding arrangement – TrustYes
2010-07-01Plan benefit arrangement – InsuranceYes
2010-07-01Plan benefit arrangement - TrustYes
2009: EAMES INSURANCE AGENCY INC. MONEY PURCHASE PLAN 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01First time form 5500 has been submittedYes
2009-07-01Submission has been amendedNo
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planNo
2009-07-01Plan funding arrangement – InsuranceYes
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement – InsuranceYes
2009-07-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

ATHENE ANNUITY AND LIFE COMPANY (National Association of Insurance Commissioners NAIC id number: 61492 )
Policy contract numberGA223916
Policy instance 1
Insurance contract or identification numberGA223916
Number of Individuals Covered2
Insurance policy start date2019-05-27
Insurance policy end date2019-05-27
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
ATHENE ANNUITY AND LIFE COMPANY (National Association of Insurance Commissioners NAIC id number: 61492 )
Policy contract numberGA223916
Policy instance 1
Insurance contract or identification numberGA223916
Number of Individuals Covered2
Insurance policy start date2018-05-27
Insurance policy end date2019-05-27
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
ATHENE ANNUITY AND LIFE COMPANY (National Association of Insurance Commissioners NAIC id number: 61492 )
Policy contract numberGA223916
Policy instance 1
Insurance contract or identification numberGA223916
Number of Individuals Covered2
Insurance policy start date2017-05-27
Insurance policy end date2018-05-27
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?Yes
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
ATHENE ANNUITY AND LIFE COMPANY (National Association of Insurance Commissioners NAIC id number: 61492 )
Policy contract numberGA223916
Policy instance 1
Insurance contract or identification numberGA223916
Number of Individuals Covered2
Insurance policy start date2015-05-27
Insurance policy end date2016-05-27
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?Yes
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?Yes
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMERICAN EQUITY INVESTMENT LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61689 )
Policy contract numberGB1959
Policy instance 1
Insurance contract or identification numberGB1959
Number of Individuals Covered2
Insurance policy start date2014-05-07
Insurance policy end date2015-05-07
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMERICAN EQUITY INVESTMENT LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61689 )
Policy contract numberGA223916
Policy instance 2
Insurance contract or identification numberGA223916
Number of Individuals Covered2
Insurance policy start date2014-05-27
Insurance policy end date2015-05-27
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?Yes
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?Yes
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AVIVA LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 62898 )
Policy contract numberGB1959
Policy instance 1
Insurance contract or identification numberGB1959
Number of Individuals Covered2
Insurance policy start date2013-05-07
Insurance policy end date2014-05-07
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
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
AVIVA LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 62898 )
Policy contract numberGA223916
Policy instance 2
Insurance contract or identification numberGA223916
Number of Individuals Covered2
Insurance policy start date2013-05-27
Insurance policy end date2014-05-27
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?Yes
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?Yes
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AVIVA LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 62898 )
Policy contract numberGB1959
Policy instance 1
Insurance contract or identification numberGB1959
Number of Individuals Covered2
Insurance policy start date2012-05-07
Insurance policy end date2013-05-07
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
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
AVIVA LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 62898 )
Policy contract numberGA223916
Policy instance 2
Insurance contract or identification numberGA223916
Number of Individuals Covered2
Insurance policy start date2012-05-27
Insurance policy end date2013-05-27
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?Yes
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?Yes
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
AVIVA LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 62898 )
Policy contract numberGB1959
Policy instance 1
Insurance contract or identification numberGB1959
Number of Individuals Covered2
Insurance policy start date2011-05-07
Insurance policy end date2012-05-07
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
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
AVIVA LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 62898 )
Policy contract numberGA223916
Policy instance 2
Insurance contract or identification numberGA223916
Number of Individuals Covered2
Insurance policy start date2011-05-27
Insurance policy end date2012-05-27
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?Yes
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?Yes
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
AVIVA LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 62898 )
Policy contract numberGA223916
Policy instance 2
Insurance contract or identification numberGA223916
Number of Individuals Covered2
Insurance policy start date2010-05-27
Insurance policy end date2011-05-27
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for group deferred annuity?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
AVIVA LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 62898 )
Policy contract numberGB1959
Policy instance 1
Insurance contract or identification numberGB1959
Number of Individuals Covered2
Insurance policy start date2010-05-07
Insurance policy end date2011-05-07
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes

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