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MACRITCHIE ENGINEERING, INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameMACRITCHIE ENGINEERING, INC. 401(K) PROFIT SHARING PLAN
Plan identification number 001

MACRITCHIE ENGINEERING, INC. 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

MACRITCHIE ENGINEERING, INC. has sponsored the creation of one or more 401k plans.

Company Name:MACRITCHIE ENGINEERING, INC.
Employer identification number (EIN):043072053
NAIC Classification:541330
NAIC Description:Engineering Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MACRITCHIE ENGINEERING, INC. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01PLAN SPONSOR2023-10-18
0012020-01-01JEAN LAPHAM2021-07-29 BRUCE MACRITCHIE2021-07-29
0012019-01-01JEAN LAPHAM2020-10-02 BRUCE MACRITCHIE2020-10-02
0012018-01-01JEAN LAPHAM2019-10-02 BRUCE MACRITCHIE2019-10-02
0012017-01-01JEAN LAPHAM2018-07-27 BRUCE MACRITCHIE2018-07-27
0012016-01-01JEAN MAHER2017-06-29 BRUCE MACRITCHIE2017-06-29
0012015-01-01JEAN MAHER2016-07-22 BRUCE D MACRITCHIE2016-07-22
0012014-01-01JEAN MAHER BRUCE B. MACRITCHIE2015-06-07
0012013-01-01JEAN MAHER
0012012-01-01JEAN MAHER
0012011-01-01JEAN MAHER
0012009-01-01BRUCE MACRITCHIE BRUCE MACRITCHIE2010-07-29

Plan Statistics for MACRITCHIE ENGINEERING, INC. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for MACRITCHIE ENGINEERING, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2014: MACRITCHIE ENGINEERING, INC. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0117
Total number of active participants reported on line 7a of the Form 55002014-01-018
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-019
Total of all active and inactive participants2014-01-0117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0117
Number of participants with account balances2014-01-0113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-012
2013: MACRITCHIE ENGINEERING, INC. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0114
Total number of active participants reported on line 7a of the Form 55002013-01-0110
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-017
Total of all active and inactive participants2013-01-0117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0117
Number of participants with account balances2013-01-0113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-019
2012: MACRITCHIE ENGINEERING, INC. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0115
Total number of active participants reported on line 7a of the Form 55002012-01-0110
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-019
Total of all active and inactive participants2012-01-0119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0119
Number of participants with account balances2012-01-0110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-019
2011: MACRITCHIE ENGINEERING, INC. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0115
Total number of active participants reported on line 7a of the Form 55002011-01-018
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-017
Total of all active and inactive participants2011-01-0115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0115
Number of participants with account balances2011-01-0115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: MACRITCHIE ENGINEERING, INC. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0113
Total number of active participants reported on line 7a of the Form 55002009-01-019
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-015
Total of all active and inactive participants2009-01-0114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0114
Number of participants with account balances2009-01-0114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-013

Financial Data on MACRITCHIE ENGINEERING, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2014 : MACRITCHIE ENGINEERING, INC. 401(K) PROFIT SHARING PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total income from all sources2014-12-31$104,200
Expenses. Total of all expenses incurred2014-12-31$1,067
Benefits paid (including direct rollovers)2014-12-31$1,067
Total plan assets at end of year2014-12-31$857,479
Total plan assets at beginning of year2014-12-31$754,346
Total contributions received or receivable from participants2014-12-31$57,307
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$27,668
Net income (gross income less expenses)2014-12-31$103,133
Net plan assets at end of year (total assets less liabilities)2014-12-31$857,479
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$754,346
Assets. Value of participant loans2014-12-31$0
Total contributions received or receivable from employer(s)2014-12-31$19,225
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Funding deficiency by the employer to the plan for this plan year2014-12-31$0
Minimum employer required contribution for this plan year2014-12-31$0
Amount contributed by the employer to the plan for this plan year2014-12-31$0
2013 : MACRITCHIE ENGINEERING, INC. 401(K) PROFIT SHARING PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total income from all sources2013-12-31$198,127
Expenses. Total of all expenses incurred2013-12-31$53,781
Benefits paid (including direct rollovers)2013-12-31$53,773
Total plan assets at end of year2013-12-31$754,346
Total plan assets at beginning of year2013-12-31$610,000
Total contributions received or receivable from participants2013-12-31$55,264
Expenses. Other expenses not covered elsewhere2013-12-31$8
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$124,545
Net income (gross income less expenses)2013-12-31$144,346
Net plan assets at end of year (total assets less liabilities)2013-12-31$754,346
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$610,000
Assets. Value of participant loans2013-12-31$0
Total contributions received or receivable from employer(s)2013-12-31$18,318
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Funding deficiency by the employer to the plan for this plan year2013-12-31$0
Minimum employer required contribution for this plan year2013-12-31$0
Amount contributed by the employer to the plan for this plan year2013-12-31$0
2012 : MACRITCHIE ENGINEERING, INC. 401(K) PROFIT SHARING PLAN 2012 401k financial data
Transfers to/from the plan2012-12-31$0
Total income from all sources2012-12-31$132,294
Expenses. Total of all expenses incurred2012-12-31$5,525
Benefits paid (including direct rollovers)2012-12-31$5,493
Total plan assets at end of year2012-12-31$610,000
Total plan assets at beginning of year2012-12-31$483,231
Total contributions received or receivable from participants2012-12-31$50,669
Expenses. Other expenses not covered elsewhere2012-12-31$32
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$61,157
Net income (gross income less expenses)2012-12-31$126,769
Net plan assets at end of year (total assets less liabilities)2012-12-31$610,000
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$483,231
Assets. Value of participant loans2012-12-31$10,730
Total contributions received or receivable from employer(s)2012-12-31$20,468
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
Funding deficiency by the employer to the plan for this plan year2012-12-31$0
Minimum employer required contribution for this plan year2012-12-31$0
Amount contributed by the employer to the plan for this plan year2012-12-31$0
2011 : MACRITCHIE ENGINEERING, INC. 401(K) PROFIT SHARING PLAN 2011 401k financial data
Transfers to/from the plan2011-12-31$0
Total income from all sources2011-12-31$48,838
Expenses. Total of all expenses incurred2011-12-31$74,465
Benefits paid (including direct rollovers)2011-12-31$74,379
Total plan assets at end of year2011-12-31$483,231
Total plan assets at beginning of year2011-12-31$508,858
Total contributions received or receivable from participants2011-12-31$47,026
Expenses. Other expenses not covered elsewhere2011-12-31$86
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$-19,985
Net income (gross income less expenses)2011-12-31$-25,627
Net plan assets at end of year (total assets less liabilities)2011-12-31$483,231
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$508,858
Assets. Value of participant loans2011-12-31$29,730
Total contributions received or receivable from employer(s)2011-12-31$21,797
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Funding deficiency by the employer to the plan for this plan year2011-12-31$0
Minimum employer required contribution for this plan year2011-12-31$0
Amount contributed by the employer to the plan for this plan year2011-12-31$0
2010 : MACRITCHIE ENGINEERING, INC. 401(K) PROFIT SHARING PLAN 2010 401k financial data
Transfers to/from the plan2010-12-31$0
Total income from all sources2010-12-31$129,752
Expenses. Total of all expenses incurred2010-12-31$30,273
Benefits paid (including direct rollovers)2010-12-31$21,322
Total plan assets at end of year2010-12-31$508,858
Total plan assets at beginning of year2010-12-31$409,379
Total contributions received or receivable from participants2010-12-31$55,958
Expenses. Other expenses not covered elsewhere2010-12-31$86
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$51,857
Net income (gross income less expenses)2010-12-31$99,479
Net plan assets at end of year (total assets less liabilities)2010-12-31$508,858
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$409,379
Assets. Value of participant loans2010-12-31$10,730
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022010-12-31$28,158
Total contributions received or receivable from employer(s)2010-12-31$21,937
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$8,865
Funding deficiency by the employer to the plan for this plan year2010-12-31$0
Minimum employer required contribution for this plan year2010-12-31$0
Amount contributed by the employer to the plan for this plan year2010-12-31$0
2009 : MACRITCHIE ENGINEERING, INC. 401(K) PROFIT SHARING PLAN 2009 401k financial data
Funding deficiency by the employer to the plan for this plan year2009-12-31$0
Minimum employer required contribution for this plan year2009-12-31$0
Amount contributed by the employer to the plan for this plan year2009-12-31$0
2008 : MACRITCHIE ENGINEERING, INC. 401(K) PROFIT SHARING PLAN 2008 401k financial data
Transfers to/from the plan2008-12-31$0
Total income from all sources2008-12-31$-43,116
Expenses. Total of all expenses incurred2008-12-31$133,673
Benefits paid (including direct rollovers)2008-12-31$133,673
Total plan assets at end of year2008-12-31$215,488
Total plan assets at beginning of year2008-12-31$392,277
Total contributions received or receivable from participants2008-12-31$71,233
Expenses. Other expenses not covered elsewhere2008-12-31$0
Contributions received from other sources (not participants or employers)2008-12-31$0
Other income received2008-12-31$-121,039
Net income (gross income less expenses)2008-12-31$-176,789
Net plan assets at end of year (total assets less liabilities)2008-12-31$215,488
Net plan assets at beginning of year (total assets less liabilities)2008-12-31$392,277
Total contributions received or receivable from employer(s)2008-12-31$6,690
Value of certain deemed distributions of participant loans2008-12-31$0
Value of corrective distributions2008-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2008-12-31$0

Form 5500 Responses for MACRITCHIE ENGINEERING, INC. 401(K) PROFIT SHARING PLAN

2014: MACRITCHIE ENGINEERING, INC. 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2013: MACRITCHIE ENGINEERING, INC. 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2012: MACRITCHIE ENGINEERING, INC. 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2011: MACRITCHIE ENGINEERING, INC. 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2009: MACRITCHIE ENGINEERING, INC. 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-810376
Policy instance 1
Insurance contract or identification numberGA-810376
Number of Individuals Covered13
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $1,558
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?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?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
Commission paid to Insurance BrokerUSD $1,558
Insurance broker organization code?3
Insurance broker nameLPL FINANCIAL CORPORATION
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-810376
Policy instance 1
Insurance contract or identification numberGA-810376
Number of Individuals Covered13
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $1,261
Total amount of fees paid to insurance companyUSD $54
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?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
Commission paid to Insurance BrokerUSD $1,261
Insurance broker organization code?3
Amount paid for insurance broker fees54
Additional information about fees paid to insurance brokerSALES/MARKETING
Insurance broker nameLPL FINANCIAL LLC
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-810376
Policy instance 1
Insurance contract or identification numberGA-810376
Number of Individuals Covered10
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $1,008
Total amount of fees paid to insurance companyUSD $107
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?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
Commission paid to Insurance BrokerUSD $1,008
Insurance broker organization code?3
Amount paid for insurance broker fees82
Additional information about fees paid to insurance brokerSALES/MARKETING
Insurance broker nameMORGANSTANLEY SMITHBARNEY LLC
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-810376
Policy instance 1
Insurance contract or identification numberGA-810376
Number of Individuals Covered15
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $924
Total amount of fees paid to insurance companyUSD $101
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?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
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-810376
Policy instance 1
Insurance contract or identification numberGA-810376
Number of Individuals Covered17
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $791
Total amount of fees paid to insurance companyUSD $76
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?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
Commission paid to Insurance BrokerUSD $791
Insurance broker organization code?3
Amount paid for insurance broker fees51
Additional information about fees paid to insurance brokerSALES/MARKETING
Insurance broker nameMORGANSTANLEY SMITHBARNEY LLC
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-810376
Policy instance 1
Insurance contract or identification numberGA-810376
Number of Individuals Covered12
Insurance policy start date2008-01-01
Insurance policy end date2008-12-31
Total amount of commissions paid to insurance brokerUSD $6,054
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,007
Insurance broker organization code?3
Insurance broker nameSHBU LIFE AGCY INC

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