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CORNERSTONE INSURANCE AGENCY INC PROFIT SHARING PLAN 401k Plan overview

Plan NameCORNERSTONE INSURANCE AGENCY INC PROFIT SHARING PLAN
Plan identification number 001

CORNERSTONE INSURANCE AGENCY INC PROFIT SHARING PLAN Benefits

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

401k Sponsoring company profile

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

Company Name:CORNERSTONE INSURANCE AGENCY INC
Employer identification number (EIN):043010857
NAIC Classification:524210
NAIC Description:Insurance Agencies and Brokerages

Additional information about CORNERSTONE INSURANCE AGENCY INC

Jurisdiction of Incorporation: Georgia Department of States Corporations Division
Incorporation Date:
Company Identification Number: 743810

More information about CORNERSTONE INSURANCE AGENCY INC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CORNERSTONE INSURANCE AGENCY INC PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01 BRIAN STODDARD2019-03-14
0012018-01-01BRIAN STODDARD
0012017-01-01BRIAN STODDARD BRIAN STODDARD2018-01-30
0012016-01-01BRIAN STODDARD
0012015-01-01BRIAN STODDARD BRIAN STODDARD2016-03-11
0012014-01-01BRIAN A STODDARD
0012013-01-01BRIAN A STODDARD
0012012-01-01BRIAN A STODDARD
0012011-01-01BRIAN A STODDARD
0012009-01-01BRIAN A STODDARD
0012009-01-01BRIAN A STODDARD
0012009-01-01BRIAN A STODDARD
0012009-01-01BRIAN A STODDARD BRIAN A STODDARD2010-07-30

Plan Statistics for CORNERSTONE INSURANCE AGENCY INC PROFIT SHARING PLAN

401k plan membership statisitcs for CORNERSTONE INSURANCE AGENCY INC PROFIT SHARING PLAN

Measure Date Value
2022: CORNERSTONE INSURANCE AGENCY INC PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-012
Total number of active participants reported on line 7a of the Form 55002022-01-011
Number of retired or separated participants receiving benefits2022-01-010
Total of all active and inactive participants2022-01-011
Total participants2022-01-011
Number of participants with account balances2022-01-011
2021: CORNERSTONE INSURANCE AGENCY INC PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-012
Total number of active participants reported on line 7a of the Form 55002021-01-012
Total of all active and inactive participants2021-01-012
Total participants2021-01-012
Number of participants with account balances2021-01-012
2020: CORNERSTONE INSURANCE AGENCY INC PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-012
Total number of active participants reported on line 7a of the Form 55002020-01-012
Total of all active and inactive participants2020-01-012
Total participants2020-01-012
Number of participants with account balances2020-01-012
2019: CORNERSTONE INSURANCE AGENCY INC PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-012
Total number of active participants reported on line 7a of the Form 55002019-01-012
Total of all active and inactive participants2019-01-012
Total participants2019-01-012
Number of participants with account balances2019-01-012
2018: CORNERSTONE INSURANCE AGENCY INC PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-012
Total number of active participants reported on line 7a of the Form 55002018-01-012
Total of all active and inactive participants2018-01-012
Total participants2018-01-012
2017: CORNERSTONE INSURANCE AGENCY INC PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-012
Total number of active participants reported on line 7a of the Form 55002017-01-012
Total of all active and inactive participants2017-01-012
Total participants2017-01-012
2016: CORNERSTONE INSURANCE AGENCY INC PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-012
Total number of active participants reported on line 7a of the Form 55002016-01-012
Total of all active and inactive participants2016-01-012
Total participants2016-01-012
2015: CORNERSTONE INSURANCE AGENCY INC PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-012
Total number of active participants reported on line 7a of the Form 55002015-01-012
Total of all active and inactive participants2015-01-012
Total participants2015-01-012
2014: CORNERSTONE INSURANCE AGENCY INC PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-013
Total number of active participants reported on line 7a of the Form 55002014-01-011
Number of retired or separated participants receiving benefits2014-01-011
Total of all active and inactive participants2014-01-012
Total participants2014-01-012
2013: CORNERSTONE INSURANCE AGENCY INC PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-013
Total number of active participants reported on line 7a of the Form 55002013-01-011
Number of retired or separated participants receiving benefits2013-01-012
Total of all active and inactive participants2013-01-013
Total participants2013-01-013
2012: CORNERSTONE INSURANCE AGENCY INC PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-013
Total number of active participants reported on line 7a of the Form 55002012-01-013
Total of all active and inactive participants2012-01-013
Total participants2012-01-013
2011: CORNERSTONE INSURANCE AGENCY INC PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-013
Total number of active participants reported on line 7a of the Form 55002011-01-013
Total of all active and inactive participants2011-01-013
Total participants2011-01-013
2009: CORNERSTONE INSURANCE AGENCY INC PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-014
Total number of active participants reported on line 7a of the Form 55002009-01-013
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-011
Total of all active and inactive participants2009-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on CORNERSTONE INSURANCE AGENCY INC PROFIT SHARING PLAN

Measure Date Value
2022 : CORNERSTONE INSURANCE AGENCY INC PROFIT SHARING PLAN 2022 401k financial data
Transfers to/from the plan2022-12-31$-11,251
Total income from all sources2022-12-31$168
Expenses. Total of all expenses incurred2022-12-31$0
Total plan assets at end of year2022-12-31$2,202
Total plan assets at beginning of year2022-12-31$13,285
Other income received2022-12-31$168
Net income (gross income less expenses)2022-12-31$168
Net plan assets at end of year (total assets less liabilities)2022-12-31$2,202
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$13,285
2021 : CORNERSTONE INSURANCE AGENCY INC PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources2021-12-31$448
Expenses. Total of all expenses incurred2021-12-31$0
Total plan assets at end of year2021-12-31$13,284
Total plan assets at beginning of year2021-12-31$12,836
Other income received2021-12-31$448
Net income (gross income less expenses)2021-12-31$448
Net plan assets at end of year (total assets less liabilities)2021-12-31$13,284
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$12,836
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
2020 : CORNERSTONE INSURANCE AGENCY INC PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources2020-12-31$435
Expenses. Total of all expenses incurred2020-12-31$0
Total plan assets at end of year2020-12-31$12,836
Total plan assets at beginning of year2020-12-31$12,401
Other income received2020-12-31$435
Net income (gross income less expenses)2020-12-31$435
Net plan assets at end of year (total assets less liabilities)2020-12-31$12,836
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$12,401
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
2019 : CORNERSTONE INSURANCE AGENCY INC PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources2019-12-31$419
Expenses. Total of all expenses incurred2019-12-31$0
Total plan assets at end of year2019-12-31$12,401
Total plan assets at beginning of year2019-12-31$11,982
Other income received2019-12-31$419
Net income (gross income less expenses)2019-12-31$419
Net plan assets at end of year (total assets less liabilities)2019-12-31$12,401
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$11,982
2018 : CORNERSTONE INSURANCE AGENCY INC PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources2018-12-31$407
Expenses. Total of all expenses incurred2018-12-31$0
Total plan assets at end of year2018-12-31$11,982
Total plan assets at beginning of year2018-12-31$11,575
Other income received2018-12-31$407
Net income (gross income less expenses)2018-12-31$407
Net plan assets at end of year (total assets less liabilities)2018-12-31$11,982
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$11,575
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : CORNERSTONE INSURANCE AGENCY INC PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources2017-12-31$392
Expenses. Total of all expenses incurred2017-12-31$0
Total plan assets at end of year2017-12-31$11,575
Total plan assets at beginning of year2017-12-31$11,183
Other income received2017-12-31$392
Net income (gross income less expenses)2017-12-31$392
Net plan assets at end of year (total assets less liabilities)2017-12-31$11,575
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$11,183
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : CORNERSTONE INSURANCE AGENCY INC PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources2016-12-31$378
Expenses. Total of all expenses incurred2016-12-31$0
Total plan assets at end of year2016-12-31$11,184
Total plan assets at beginning of year2016-12-31$10,806
Other income received2016-12-31$378
Net income (gross income less expenses)2016-12-31$378
Net plan assets at end of year (total assets less liabilities)2016-12-31$11,184
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$10,806
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : CORNERSTONE INSURANCE AGENCY INC PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-12-31$364
Expenses. Total of all expenses incurred2015-12-31$0
Total plan assets at end of year2015-12-31$10,804
Total plan assets at beginning of year2015-12-31$10,440
Other income received2015-12-31$364
Net income (gross income less expenses)2015-12-31$364
Net plan assets at end of year (total assets less liabilities)2015-12-31$10,804
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$10,440
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : CORNERSTONE INSURANCE AGENCY INC PROFIT SHARING PLAN 2014 401k financial data
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$354
Expenses. Total of all expenses incurred2014-12-31$4,778
Benefits paid (including direct rollovers)2014-12-31$4,778
Total plan assets at end of year2014-12-31$10,440
Total plan assets at beginning of year2014-12-31$14,864
Other income received2014-12-31$354
Net income (gross income less expenses)2014-12-31$-4,424
Net plan assets at end of year (total assets less liabilities)2014-12-31$10,440
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$14,864
2013 : CORNERSTONE INSURANCE AGENCY INC PROFIT SHARING PLAN 2013 401k financial data
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$502
Total plan assets at end of year2013-12-31$14,864
Total plan assets at beginning of year2013-12-31$14,362
Other income received2013-12-31$502
Net income (gross income less expenses)2013-12-31$502
Net plan assets at end of year (total assets less liabilities)2013-12-31$14,864
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$14,362
2012 : CORNERSTONE INSURANCE AGENCY INC PROFIT SHARING PLAN 2012 401k financial data
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$488
Total plan assets at end of year2012-12-31$14,362
Total plan assets at beginning of year2012-12-31$13,874
Value of fidelity bond covering the plan2012-12-31$10,000
Other income received2012-12-31$488
Net income (gross income less expenses)2012-12-31$488
Net plan assets at end of year (total assets less liabilities)2012-12-31$14,362
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$13,874
2011 : CORNERSTONE INSURANCE AGENCY INC PROFIT SHARING PLAN 2011 401k financial data
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$469
Total plan assets at end of year2011-12-31$13,874
Total plan assets at beginning of year2011-12-31$13,405
Value of fidelity bond covering the plan2011-12-31$10,000
Other income received2011-12-31$469
Net income (gross income less expenses)2011-12-31$469
Net plan assets at end of year (total assets less liabilities)2011-12-31$13,874
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$13,405
2010 : CORNERSTONE INSURANCE AGENCY INC PROFIT SHARING PLAN 2010 401k financial data
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$598
Expenses. Total of all expenses incurred2010-12-31$4,863
Benefits paid (including direct rollovers)2010-12-31$4,863
Total plan assets at end of year2010-12-31$13,406
Total plan assets at beginning of year2010-12-31$17,671
Value of fidelity bond covering the plan2010-12-31$10,000
Other income received2010-12-31$598
Net income (gross income less expenses)2010-12-31$-4,265
Net plan assets at end of year (total assets less liabilities)2010-12-31$13,406
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$17,671

Form 5500 Responses for CORNERSTONE INSURANCE AGENCY INC PROFIT SHARING PLAN

2022: CORNERSTONE INSURANCE AGENCY INC PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedYes
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan benefit arrangement – InsuranceYes
2021: CORNERSTONE INSURANCE AGENCY INC PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedYes
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan benefit arrangement – InsuranceYes
2020: CORNERSTONE INSURANCE AGENCY INC PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01First time form 5500 has been submittedYes
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan benefit arrangement – InsuranceYes
2019: CORNERSTONE INSURANCE AGENCY INC PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01First time form 5500 has been submittedYes
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan benefit arrangement – InsuranceYes
2018: CORNERSTONE INSURANCE AGENCY INC PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan benefit arrangement – InsuranceYes
2017: CORNERSTONE INSURANCE AGENCY INC PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan benefit arrangement – InsuranceYes
2016: CORNERSTONE INSURANCE AGENCY INC PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan benefit arrangement – InsuranceYes
2015: CORNERSTONE INSURANCE AGENCY INC PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan benefit arrangement – InsuranceYes
2014: CORNERSTONE INSURANCE AGENCY INC PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan benefit arrangement – InsuranceYes
2013: CORNERSTONE INSURANCE AGENCY INC PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan benefit arrangement – InsuranceYes
2012: CORNERSTONE INSURANCE AGENCY INC PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan benefit arrangement – InsuranceYes
2011: CORNERSTONE INSURANCE AGENCY INC PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan benefit arrangement – InsuranceYes
2009: CORNERSTONE INSURANCE AGENCY INC PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number01230171
Policy instance 1
Insurance contract or identification number01230171
Number of Individuals Covered1
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
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
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number01230171
Policy instance 1
Insurance contract or identification number01230171
Number of Individuals Covered2
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
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
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number01230171
Policy instance 1
Insurance contract or identification number01230171
Number of Individuals Covered2
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
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
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number01230171
Policy instance 1
Insurance contract or identification number01230171
Number of Individuals Covered2
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
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
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number01230171
Policy instance 1
Insurance contract or identification number01230171
Number of Individuals Covered2
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
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
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number01230171
Policy instance 1
Insurance contract or identification number01230171
Number of Individuals Covered2
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
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
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number01230171
Policy instance 1
Insurance contract or identification number01230171
Number of Individuals Covered2
Insurance policy start date2016-01-01
Insurance policy end date2016-12-31
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 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
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number01230171
Policy instance 1
Insurance contract or identification number01230171
Number of Individuals Covered2
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
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 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
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number01230171
Policy instance 1
Insurance contract or identification number01230171
Number of Individuals Covered2
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number01230171
Policy instance 1
Insurance contract or identification number01230171
Number of Individuals Covered3
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number01230171
Policy instance 1
Insurance contract or identification number01230171
Number of Individuals Covered3
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number01230171
Policy instance 1
Insurance contract or identification number01230171
Number of Individuals Covered3
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number01230171
Policy instance 1
Insurance contract or identification number01230171
Number of Individuals Covered3
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31

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