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A & D SHEET METAL, INC RETIREMENT PROFIT SHARING PLAN 401k Plan overview

Plan NameA & D SHEET METAL, INC RETIREMENT PROFIT SHARING PLAN
Plan identification number 001

A & D SHEET METAL, INC RETIREMENT PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing

401k Sponsoring company profile

A & D SHEET METAL INC. has sponsored the creation of one or more 401k plans.

Company Name:A & D SHEET METAL INC.
Employer identification number (EIN):042674571
NAIC Classification:238900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan A & D SHEET METAL, INC RETIREMENT PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-06-01
0012022-06-01
0012021-06-01
0012020-06-01
0012019-06-01
0012018-06-01
0012017-06-01ARTHUR J DUBOIS
0012016-06-01ARTHUR J DUBOIS
0012015-06-01ARTHUR J DUBOIS
0012014-06-01ARTHUR J DUBOIS
0012013-06-01ARTHUR J DUBOIS
0012012-06-01ARTHUR J DUBOIS
0012011-06-01ARTHUR J DUBOIS
0012009-06-01ARTHUR J DUBOIS

Plan Statistics for A & D SHEET METAL, INC RETIREMENT PROFIT SHARING PLAN

401k plan membership statisitcs for A & D SHEET METAL, INC RETIREMENT PROFIT SHARING PLAN

Measure Date Value
2023: A & D SHEET METAL, INC RETIREMENT PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year2023-06-015
Total number of active participants reported on line 7a of the Form 55002023-06-015
Total of all active and inactive participants2023-06-015
Total participants2023-06-015
Number of participants with account balances2023-06-015
2022: A & D SHEET METAL, INC RETIREMENT PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-06-014
Total number of active participants reported on line 7a of the Form 55002022-06-015
Total of all active and inactive participants2022-06-015
Total participants2022-06-015
Number of participants with account balances2022-06-015
2021: A & D SHEET METAL, INC RETIREMENT PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-06-014
Total number of active participants reported on line 7a of the Form 55002021-06-014
Total of all active and inactive participants2021-06-014
Total participants2021-06-014
Number of participants with account balances2021-06-014
2020: A & D SHEET METAL, INC RETIREMENT PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-06-014
Total number of active participants reported on line 7a of the Form 55002020-06-014
Total of all active and inactive participants2020-06-014
Total participants2020-06-014
Number of participants with account balances2020-06-014
2019: A & D SHEET METAL, INC RETIREMENT PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-06-014
Total number of active participants reported on line 7a of the Form 55002019-06-014
Total of all active and inactive participants2019-06-014
Total participants2019-06-014
Number of participants with account balances2019-06-014
2018: A & D SHEET METAL, INC RETIREMENT PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-06-014
Total number of active participants reported on line 7a of the Form 55002018-06-014
Total of all active and inactive participants2018-06-014
Total participants2018-06-014
Number of participants with account balances2018-06-014
2017: A & D SHEET METAL, INC RETIREMENT PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-06-013
Total number of active participants reported on line 7a of the Form 55002017-06-014
Total of all active and inactive participants2017-06-014
Total participants2017-06-014
Number of participants with account balances2017-06-014
2016: A & D SHEET METAL, INC RETIREMENT PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-06-014
Total number of active participants reported on line 7a of the Form 55002016-06-013
Total of all active and inactive participants2016-06-013
Total participants2016-06-013
Number of participants with account balances2016-06-013
2015: A & D SHEET METAL, INC RETIREMENT PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-06-014
Total number of active participants reported on line 7a of the Form 55002015-06-013
Total of all active and inactive participants2015-06-013
Total participants2015-06-013
Number of participants with account balances2015-06-014
2014: A & D SHEET METAL, INC RETIREMENT PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-06-014
Total number of active participants reported on line 7a of the Form 55002014-06-014
Total of all active and inactive participants2014-06-014
Total participants2014-06-014
Number of participants with account balances2014-06-014
2013: A & D SHEET METAL, INC RETIREMENT PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-06-014
Total number of active participants reported on line 7a of the Form 55002013-06-014
Total of all active and inactive participants2013-06-014
Total participants2013-06-014
Number of participants with account balances2013-06-014
2012: A & D SHEET METAL, INC RETIREMENT PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-06-014
Total number of active participants reported on line 7a of the Form 55002012-06-014
Total of all active and inactive participants2012-06-014
Total participants2012-06-014
Number of participants with account balances2012-06-014
2011: A & D SHEET METAL, INC RETIREMENT PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-06-014
Total number of active participants reported on line 7a of the Form 55002011-06-014
Total of all active and inactive participants2011-06-014
Total participants2011-06-014
Number of participants with account balances2011-06-014
2009: A & D SHEET METAL, INC RETIREMENT PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-06-014
Total number of active participants reported on line 7a of the Form 55002009-06-014
Total of all active and inactive participants2009-06-014
Total participants2009-06-014
Number of participants with account balances2009-06-014

Financial Data on A & D SHEET METAL, INC RETIREMENT PROFIT SHARING PLAN

Measure Date Value
2024 : A & D SHEET METAL, INC RETIREMENT PROFIT SHARING PLAN 2024 401k financial data
Total income from all sources2024-05-31$325,218
Expenses. Total of all expenses incurred2024-05-31$26,528
Total plan assets at end of year2024-05-31$1,959,368
Total plan assets at beginning of year2024-05-31$1,660,678
Other income received2024-05-31$185,218
Net income (gross income less expenses)2024-05-31$298,690
Net plan assets at end of year (total assets less liabilities)2024-05-31$1,959,368
Net plan assets at beginning of year (total assets less liabilities)2024-05-31$1,660,678
Total contributions received or receivable from employer(s)2024-05-31$140,000
Expenses. Administrative service providers (salaries,fees and commissions)2024-05-31$26,528
2023 : A & D SHEET METAL, INC RETIREMENT PROFIT SHARING PLAN 2023 401k financial data
Total income from all sources2023-05-31$122,396
Expenses. Total of all expenses incurred2023-05-31$30,247
Total plan assets at end of year2023-05-31$1,660,678
Total plan assets at beginning of year2023-05-31$1,568,529
Other income received2023-05-31$2,396
Net income (gross income less expenses)2023-05-31$92,149
Net plan assets at end of year (total assets less liabilities)2023-05-31$1,660,678
Net plan assets at beginning of year (total assets less liabilities)2023-05-31$1,568,529
Total contributions received or receivable from employer(s)2023-05-31$120,000
Expenses. Administrative service providers (salaries,fees and commissions)2023-05-31$30,247
2022 : A & D SHEET METAL, INC RETIREMENT PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources2022-05-31$-35,647
Expenses. Total of all expenses incurred2022-05-31$21,044
Total plan assets at end of year2022-05-31$1,568,529
Total plan assets at beginning of year2022-05-31$1,625,220
Other income received2022-05-31$-155,647
Net income (gross income less expenses)2022-05-31$-56,691
Net plan assets at end of year (total assets less liabilities)2022-05-31$1,568,529
Net plan assets at beginning of year (total assets less liabilities)2022-05-31$1,625,220
Total contributions received or receivable from employer(s)2022-05-31$120,000
Expenses. Administrative service providers (salaries,fees and commissions)2022-05-31$21,044
2021 : A & D SHEET METAL, INC RETIREMENT PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources2021-05-31$307,309
Expenses. Total of all expenses incurred2021-05-31$18,269
Total plan assets at end of year2021-05-31$1,625,220
Total plan assets at beginning of year2021-05-31$1,336,180
Other income received2021-05-31$227,309
Net income (gross income less expenses)2021-05-31$289,040
Net plan assets at end of year (total assets less liabilities)2021-05-31$1,625,220
Net plan assets at beginning of year (total assets less liabilities)2021-05-31$1,336,180
Total contributions received or receivable from employer(s)2021-05-31$80,000
Expenses. Administrative service providers (salaries,fees and commissions)2021-05-31$18,269
2020 : A & D SHEET METAL, INC RETIREMENT PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources2020-05-31$129,815
Expenses. Total of all expenses incurred2020-05-31$16,834
Total plan assets at end of year2020-05-31$1,336,180
Total plan assets at beginning of year2020-05-31$1,223,199
Other income received2020-05-31$59,815
Net income (gross income less expenses)2020-05-31$112,981
Net plan assets at end of year (total assets less liabilities)2020-05-31$1,336,180
Net plan assets at beginning of year (total assets less liabilities)2020-05-31$1,223,199
Total contributions received or receivable from employer(s)2020-05-31$70,000
Expenses. Administrative service providers (salaries,fees and commissions)2020-05-31$16,834
2019 : A & D SHEET METAL, INC RETIREMENT PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources2019-05-31$71,826
Expenses. Total of all expenses incurred2019-05-31$11,003
Total plan assets at end of year2019-05-31$1,223,199
Total plan assets at beginning of year2019-05-31$1,162,376
Other income received2019-05-31$11,826
Net income (gross income less expenses)2019-05-31$60,823
Net plan assets at end of year (total assets less liabilities)2019-05-31$1,223,199
Net plan assets at beginning of year (total assets less liabilities)2019-05-31$1,162,376
Total contributions received or receivable from employer(s)2019-05-31$60,000
Expenses. Administrative service providers (salaries,fees and commissions)2019-05-31$11,003
2018 : A & D SHEET METAL, INC RETIREMENT PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources2018-05-31$81,697
Expenses. Total of all expenses incurred2018-05-31$9,967
Total plan assets at end of year2018-05-31$1,162,376
Total plan assets at beginning of year2018-05-31$1,090,646
Other income received2018-05-31$31,697
Net income (gross income less expenses)2018-05-31$71,730
Net plan assets at end of year (total assets less liabilities)2018-05-31$1,162,376
Net plan assets at beginning of year (total assets less liabilities)2018-05-31$1,090,646
Total contributions received or receivable from employer(s)2018-05-31$50,000
Expenses. Administrative service providers (salaries,fees and commissions)2018-05-31$9,967
2017 : A & D SHEET METAL, INC RETIREMENT PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources2017-05-31$137,755
Expenses. Total of all expenses incurred2017-05-31$3,617
Benefits paid (including direct rollovers)2017-05-31$48
Total plan assets at end of year2017-05-31$1,090,646
Total plan assets at beginning of year2017-05-31$956,508
Other income received2017-05-31$83,929
Net income (gross income less expenses)2017-05-31$134,138
Net plan assets at end of year (total assets less liabilities)2017-05-31$1,090,646
Net plan assets at beginning of year (total assets less liabilities)2017-05-31$956,508
Total contributions received or receivable from employer(s)2017-05-31$53,826
Expenses. Administrative service providers (salaries,fees and commissions)2017-05-31$3,569
2016 : A & D SHEET METAL, INC RETIREMENT PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources2016-05-31$-45,700
Expenses. Total of all expenses incurred2016-05-31$378,282
Benefits paid (including direct rollovers)2016-05-31$372,326
Total plan assets at end of year2016-05-31$956,508
Total plan assets at beginning of year2016-05-31$1,380,490
Other income received2016-05-31$-45,700
Net income (gross income less expenses)2016-05-31$-423,982
Net plan assets at end of year (total assets less liabilities)2016-05-31$956,508
Net plan assets at beginning of year (total assets less liabilities)2016-05-31$1,380,490
Expenses. Administrative service providers (salaries,fees and commissions)2016-05-31$5,956
2015 : A & D SHEET METAL, INC RETIREMENT PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-05-31$111,646
Expenses. Total of all expenses incurred2015-05-31$1,050
Total plan assets at end of year2015-05-31$1,380,490
Total plan assets at beginning of year2015-05-31$1,269,894
Other income received2015-05-31$51,646
Net income (gross income less expenses)2015-05-31$110,596
Net plan assets at end of year (total assets less liabilities)2015-05-31$1,380,490
Net plan assets at beginning of year (total assets less liabilities)2015-05-31$1,269,894
Total contributions received or receivable from employer(s)2015-05-31$60,000
Expenses. Administrative service providers (salaries,fees and commissions)2015-05-31$1,050
2014 : A & D SHEET METAL, INC RETIREMENT PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-05-31$134,777
Total plan assets at end of year2014-05-31$1,269,894
Total plan assets at beginning of year2014-05-31$1,135,117
Other income received2014-05-31$94,777
Net income (gross income less expenses)2014-05-31$134,777
Net plan assets at end of year (total assets less liabilities)2014-05-31$1,269,894
Net plan assets at beginning of year (total assets less liabilities)2014-05-31$1,135,117
Total contributions received or receivable from employer(s)2014-05-31$40,000
2013 : A & D SHEET METAL, INC RETIREMENT PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-05-31$151,652
Total plan assets at end of year2013-05-31$1,135,117
Total plan assets at beginning of year2013-05-31$983,465
Other income received2013-05-31$116,652
Net income (gross income less expenses)2013-05-31$151,652
Net plan assets at end of year (total assets less liabilities)2013-05-31$1,135,117
Net plan assets at beginning of year (total assets less liabilities)2013-05-31$983,465
Total contributions received or receivable from employer(s)2013-05-31$35,000
2012 : A & D SHEET METAL, INC RETIREMENT PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-05-31$5,879
Total plan assets at end of year2012-05-31$983,465
Total plan assets at beginning of year2012-05-31$977,586
Other income received2012-05-31$-39,121
Net income (gross income less expenses)2012-05-31$5,879
Net plan assets at end of year (total assets less liabilities)2012-05-31$983,465
Net plan assets at beginning of year (total assets less liabilities)2012-05-31$977,586
Total contributions received or receivable from employer(s)2012-05-31$45,000
2011 : A & D SHEET METAL, INC RETIREMENT PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-05-31$168,807
Expenses. Total of all expenses incurred2011-05-31$4
Total plan assets at end of year2011-05-31$977,586
Total plan assets at beginning of year2011-05-31$808,783
Other income received2011-05-31$123,807
Net income (gross income less expenses)2011-05-31$168,803
Net plan assets at end of year (total assets less liabilities)2011-05-31$977,586
Net plan assets at beginning of year (total assets less liabilities)2011-05-31$808,783
Total contributions received or receivable from employer(s)2011-05-31$45,000
Expenses. Administrative service providers (salaries,fees and commissions)2011-05-31$4

Form 5500 Responses for A & D SHEET METAL, INC RETIREMENT PROFIT SHARING PLAN

2023: A & D SHEET METAL, INC RETIREMENT PROFIT SHARING PLAN 2023 form 5500 responses
2023-06-01Type of plan entitySingle employer plan
2023-06-01Plan funding arrangement – TrustYes
2023-06-01Plan benefit arrangement - TrustYes
2022: A & D SHEET METAL, INC RETIREMENT PROFIT SHARING PLAN 2022 form 5500 responses
2022-06-01Type of plan entitySingle employer plan
2022-06-01Plan funding arrangement – TrustYes
2022-06-01Plan benefit arrangement - TrustYes
2021: A & D SHEET METAL, INC RETIREMENT PROFIT SHARING PLAN 2021 form 5500 responses
2021-06-01Type of plan entitySingle employer plan
2021-06-01Plan funding arrangement – TrustYes
2021-06-01Plan benefit arrangement - TrustYes
2020: A & D SHEET METAL, INC RETIREMENT PROFIT SHARING PLAN 2020 form 5500 responses
2020-06-01Type of plan entitySingle employer plan
2020-06-01Plan funding arrangement – TrustYes
2020-06-01Plan benefit arrangement - TrustYes
2019: A & D SHEET METAL, INC RETIREMENT PROFIT SHARING PLAN 2019 form 5500 responses
2019-06-01Type of plan entitySingle employer plan
2019-06-01Plan funding arrangement – TrustYes
2019-06-01Plan benefit arrangement - TrustYes
2018: A & D SHEET METAL, INC RETIREMENT PROFIT SHARING PLAN 2018 form 5500 responses
2018-06-01Type of plan entitySingle employer plan
2018-06-01Plan funding arrangement – TrustYes
2018-06-01Plan benefit arrangement - TrustYes
2017: A & D SHEET METAL, INC RETIREMENT PROFIT SHARING PLAN 2017 form 5500 responses
2017-06-01Type of plan entitySingle employer plan
2017-06-01Plan funding arrangement – TrustYes
2017-06-01Plan benefit arrangement - TrustYes
2016: A & D SHEET METAL, INC RETIREMENT PROFIT SHARING PLAN 2016 form 5500 responses
2016-06-01Type of plan entitySingle employer plan
2016-06-01Plan funding arrangement – TrustYes
2016-06-01Plan benefit arrangement - TrustYes
2015: A & D SHEET METAL, INC RETIREMENT PROFIT SHARING PLAN 2015 form 5500 responses
2015-06-01Type of plan entitySingle employer plan
2015-06-01Plan funding arrangement – TrustYes
2015-06-01Plan benefit arrangement - TrustYes
2014: A & D SHEET METAL, INC RETIREMENT PROFIT SHARING PLAN 2014 form 5500 responses
2014-06-01Type of plan entitySingle employer plan
2014-06-01Plan funding arrangement – TrustYes
2014-06-01Plan benefit arrangement - TrustYes
2013: A & D SHEET METAL, INC RETIREMENT PROFIT SHARING PLAN 2013 form 5500 responses
2013-06-01Type of plan entitySingle employer plan
2013-06-01Plan funding arrangement – TrustYes
2013-06-01Plan benefit arrangement - TrustYes
2012: A & D SHEET METAL, INC RETIREMENT PROFIT SHARING PLAN 2012 form 5500 responses
2012-06-01Type of plan entitySingle employer plan
2012-06-01Plan funding arrangement – TrustYes
2012-06-01Plan benefit arrangement - TrustYes
2011: A & D SHEET METAL, INC RETIREMENT PROFIT SHARING PLAN 2011 form 5500 responses
2011-06-01Type of plan entitySingle employer plan
2011-06-01Plan funding arrangement – TrustYes
2011-06-01Plan benefit arrangement - TrustYes
2009: A & D SHEET METAL, INC RETIREMENT PROFIT SHARING PLAN 2009 form 5500 responses
2009-06-01Type of plan entitySingle employer plan
2009-06-01This submission is the final filingNo
2009-06-01Plan funding arrangement – TrustYes
2009-06-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

RIVERSOURCE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65005 )
Policy contract number6078599
Policy instance 1
Insurance contract or identification number6078599
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
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?1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
RIVERSOURCE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65005 )
Policy contract number6078599
Policy instance 1
Insurance contract or identification number6078599
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
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?1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
RIVERSOURCE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65005 )
Policy contract number6078599
Policy instance 1
Insurance contract or identification number6078599
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
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?1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees0
Insurance broker organization code?3
RIVERSOURCE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65005 )
Policy contract number6078599
Policy instance 1
Insurance contract or identification number6078599
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
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?1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees0
Insurance broker organization code?3
RIVERSOURCE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65005 )
Policy contract number6078599
Policy instance 1
Insurance contract or identification number6078599
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
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?1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees0
Insurance broker organization code?3
RIVERSOURCE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65005 )
Policy contract number6078599
Policy instance 1
Insurance contract or identification number6078599
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $11,003
Are there contracts with allocated funds for individual policies?1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees11003
Insurance broker organization code?3
RIVERSOURCE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65005 )
Policy contract number6078599
Policy instance 1
Insurance contract or identification number6078599
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $9,967
Are there contracts with allocated funds for individual policies?1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees9967
Additional information about fees paid to insurance brokerACCOUNT MANAGEMENT
Insurance broker organization code?3
Insurance broker nameMIKE ALIMI
RIVERSOURCE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65005 )
Policy contract number6078599
Policy instance 1
Insurance contract or identification number6078599
Number of Individuals Covered3
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $5,957
Are there contracts with allocated funds for individual policies?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees5957
Additional information about fees paid to insurance brokerACCOUNT MANAGMENT
Insurance broker organization code?3
Insurance broker nameDEAN AGELOPOULOS
RIVERSOURCE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65005 )
Policy contract number6078599
Policy instance 1
Insurance contract or identification number6078599
Number of Individuals Covered4
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $518
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $518
Insurance broker organization code?3
Insurance broker nameDEAN AGELOPOULOS

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