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FORCHELLI CURTO DEEGAN ET AL PLAN 401k Plan overview

Plan NameFORCHELLI CURTO DEEGAN ET AL PLAN
Plan identification number 002

FORCHELLI CURTO DEEGAN ET AL 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.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.

401k Sponsoring company profile

FORCHELLI, CURTO, DEEGAN, SCHWARTZ, MINEO & TERRANA, LLP has sponsored the creation of one or more 401k plans.

Company Name:FORCHELLI, CURTO, DEEGAN, SCHWARTZ, MINEO & TERRANA, LLP
Employer identification number (EIN):112394890
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Additional information about FORCHELLI, CURTO, DEEGAN, SCHWARTZ, MINEO & TERRANA, LLP

Jurisdiction of Incorporation: New York Department of State
Incorporation Date: 1995-04-03
Company Identification Number: 1909633
Legal Registered Office Address: 333 EARLE OVINGTON BLVD
STE 1010
UNIONDALE
United States of America (USA)
11553

More information about FORCHELLI, CURTO, DEEGAN, SCHWARTZ, MINEO & TERRANA, LLP

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FORCHELLI CURTO DEEGAN ET AL PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01VIRGINIA KAWOCHKA2023-09-27
0022021-01-01VIRGINIA KAWOCHKA2022-06-09 VIRGINIA KAWOCHKA2022-06-09
0022020-01-01VIRGINIA KAWOCHKA2021-07-20 VIRGINIA KAWOCHKA2021-07-20
0022019-01-01VIRGINIA KAWOCHKA2020-06-18 VIRGINIA KAWOCHKA2020-06-18
0022018-01-01VIRGINIA KAWOCHKA2019-06-24
0022017-01-01VIRGINIA KAWOCHKA2018-06-25
0022016-01-01VIRGINIA KAWOCHKA2017-06-01 VIRGINIA KAWOCHKA2017-06-01
0022015-01-01VIRGINIA KAWOCHKA
0022014-01-01VIRGINIA KAWOCHKA
0022013-01-01VIRGINIA KAWOCHKA VIRGINIA KAWOCHKA2014-07-21
0022012-01-01PETER ALPERT
0022011-01-01PETER ALPERT
0022010-01-01TERENCE SMOLEV
0022009-01-01TERENCE SMOLEV

Plan Statistics for FORCHELLI CURTO DEEGAN ET AL PLAN

401k plan membership statisitcs for FORCHELLI CURTO DEEGAN ET AL PLAN

Measure Date Value
2015: FORCHELLI CURTO DEEGAN ET AL PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01105
Total number of active participants reported on line 7a of the Form 55002015-01-01101
Number of retired or separated participants receiving benefits2015-01-011
Number of other retired or separated participants entitled to future benefits2015-01-019
Total of all active and inactive participants2015-01-01111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01111
Number of participants with account balances2015-01-0198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: FORCHELLI CURTO DEEGAN ET AL PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01105
Total number of active participants reported on line 7a of the Form 55002014-01-01100
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 participants2014-01-01109
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01109
Number of participants with account balances2014-01-0195
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: FORCHELLI CURTO DEEGAN ET AL PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0197
Total number of active participants reported on line 7a of the Form 55002013-01-0196
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0114
Total of all active and inactive participants2013-01-01110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01110
Number of participants with account balances2013-01-0197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: FORCHELLI CURTO DEEGAN ET AL PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01104
Total number of active participants reported on line 7a of the Form 55002012-01-0188
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0117
Total of all active and inactive participants2012-01-01105
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01105
Number of participants with account balances2012-01-0188
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: FORCHELLI CURTO DEEGAN ET AL PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01101
Total number of active participants reported on line 7a of the Form 55002011-01-0181
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-014
Total of all active and inactive participants2011-01-0185
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0185
Number of participants with account balances2011-01-0185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: FORCHELLI CURTO DEEGAN ET AL PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0196
Total number of active participants reported on line 7a of the Form 55002010-01-0187
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-011
Total of all active and inactive participants2010-01-0188
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-0188
Number of participants with account balances2010-01-0188
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: FORCHELLI CURTO DEEGAN ET AL PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0198
Total number of active participants reported on line 7a of the Form 55002009-01-0177
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0123
Total of all active and inactive participants2009-01-01100
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01100
Number of participants with account balances2009-01-0184
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on FORCHELLI CURTO DEEGAN ET AL PLAN

Measure Date Value
2015 : FORCHELLI CURTO DEEGAN ET AL PLAN 2015 401k financial data
Total income from all sources2015-12-31$798,602
Expenses. Total of all expenses incurred2015-12-31$92,195
Benefits paid (including direct rollovers)2015-12-31$90,533
Total plan assets at end of year2015-12-31$12,834,338
Total plan assets at beginning of year2015-12-31$12,127,931
Value of fidelity bond covering the plan2015-12-31$500,000
Total contributions received or receivable from participants2015-12-31$848,201
Contributions received from other sources (not participants or employers)2015-12-31$4,954
Other income received2015-12-31$-156,390
Net income (gross income less expenses)2015-12-31$706,407
Net plan assets at end of year (total assets less liabilities)2015-12-31$12,834,338
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$12,127,931
Assets. Value of participant loans2015-12-31$218,297
Total contributions received or receivable from employer(s)2015-12-31$101,837
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$1,662
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : FORCHELLI CURTO DEEGAN ET AL PLAN 2014 401k financial data
Total income from all sources2014-12-31$1,575,364
Expenses. Total of all expenses incurred2014-12-31$402,640
Benefits paid (including direct rollovers)2014-12-31$400,820
Total plan assets at end of year2014-12-31$12,127,931
Total plan assets at beginning of year2014-12-31$10,955,207
Value of fidelity bond covering the plan2014-12-31$500,000
Total contributions received or receivable from participants2014-12-31$823,707
Contributions received from other sources (not participants or employers)2014-12-31$13,222
Other income received2014-12-31$624,969
Net income (gross income less expenses)2014-12-31$1,172,724
Net plan assets at end of year (total assets less liabilities)2014-12-31$12,127,931
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$10,955,207
Assets. Value of participant loans2014-12-31$300,853
Total contributions received or receivable from employer(s)2014-12-31$113,466
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$1,820
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 : FORCHELLI CURTO DEEGAN ET AL PLAN 2013 401k financial data
Total income from all sources2013-12-31$3,482,416
Expenses. Total of all expenses incurred2013-12-31$72,141
Benefits paid (including direct rollovers)2013-12-31$70,700
Total plan assets at end of year2013-12-31$10,955,207
Total plan assets at beginning of year2013-12-31$7,544,932
Value of fidelity bond covering the plan2013-12-31$500,000
Total contributions received or receivable from participants2013-12-31$733,789
Contributions received from other sources (not participants or employers)2013-12-31$1,131,769
Other income received2013-12-31$1,525,942
Net income (gross income less expenses)2013-12-31$3,410,275
Net plan assets at end of year (total assets less liabilities)2013-12-31$10,955,207
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$7,544,932
Assets. Value of participant loans2013-12-31$211,598
Total contributions received or receivable from employer(s)2013-12-31$90,916
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$1,441
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 : FORCHELLI CURTO DEEGAN ET AL PLAN 2012 401k financial data
Total income from all sources2012-12-31$1,540,694
Expenses. Total of all expenses incurred2012-12-31$905,401
Benefits paid (including direct rollovers)2012-12-31$904,005
Total plan assets at end of year2012-12-31$7,544,932
Total plan assets at beginning of year2012-12-31$6,909,639
Value of fidelity bond covering the plan2012-12-31$500,000
Total contributions received or receivable from participants2012-12-31$713,970
Expenses. Other expenses not covered elsewhere2012-12-31$1,396
Other income received2012-12-31$742,663
Net income (gross income less expenses)2012-12-31$635,293
Net plan assets at end of year (total assets less liabilities)2012-12-31$7,544,932
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$6,909,639
Assets. Value of participant loans2012-12-31$161,398
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022012-12-31$8,550
Total contributions received or receivable from employer(s)2012-12-31$84,061
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 : FORCHELLI CURTO DEEGAN ET AL PLAN 2011 401k financial data
Total income from all sources2011-12-31$643,618
Expenses. Total of all expenses incurred2011-12-31$419,249
Benefits paid (including direct rollovers)2011-12-31$418,347
Total plan assets at end of year2011-12-31$6,909,639
Total plan assets at beginning of year2011-12-31$6,685,270
Value of fidelity bond covering the plan2011-12-31$500,000
Total contributions received or receivable from participants2011-12-31$699,643
Expenses. Other expenses not covered elsewhere2011-12-31$902
Other income received2011-12-31$-130,745
Net income (gross income less expenses)2011-12-31$224,369
Net plan assets at end of year (total assets less liabilities)2011-12-31$6,909,639
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$6,685,270
Assets. Value of participant loans2011-12-31$157,797
Total contributions received or receivable from employer(s)2011-12-31$74,720
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 : FORCHELLI CURTO DEEGAN ET AL PLAN 2010 401k financial data
Transfers to/from the plan2010-12-31$0
Total income from all sources2010-12-31$1,535,676
Expenses. Total of all expenses incurred2010-12-31$222,421
Benefits paid (including direct rollovers)2010-12-31$220,842
Total plan assets at end of year2010-12-31$6,685,270
Total plan assets at beginning of year2010-12-31$5,372,015
Value of fidelity bond covering the plan2010-12-31$400,000
Total contributions received or receivable from participants2010-12-31$682,740
Expenses. Other expenses not covered elsewhere2010-12-31$1,579
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$773,627
Net income (gross income less expenses)2010-12-31$1,313,255
Net plan assets at end of year (total assets less liabilities)2010-12-31$6,685,270
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$5,372,015
Assets. Value of participant loans2010-12-31$118,135
Total contributions received or receivable from employer(s)2010-12-31$79,309
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
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 : FORCHELLI CURTO DEEGAN ET AL 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

Form 5500 Responses for FORCHELLI CURTO DEEGAN ET AL PLAN

2015: FORCHELLI CURTO DEEGAN ET AL 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 funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2014: FORCHELLI CURTO DEEGAN ET AL 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: FORCHELLI CURTO DEEGAN ET AL 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 - TrustYes
2012: FORCHELLI CURTO DEEGAN ET AL 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: FORCHELLI CURTO DEEGAN ET AL 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
2010: FORCHELLI CURTO DEEGAN ET AL PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2009: FORCHELLI CURTO DEEGAN ET AL 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 number753606-01
Policy instance 1
Insurance contract or identification number753606-01
Number of Individuals Covered135
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $34,571
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?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 $34,571
Insurance broker organization code?3
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-827727
Policy instance 1
Insurance contract or identification numberGA-827727
Number of Individuals Covered98
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $27,041
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 $27,041
Insurance broker organization code?3
Insurance broker nameEQUITY SERVICES INC
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-827727
Policy instance 1
Insurance contract or identification numberGA-827727
Number of Individuals Covered95
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $23,692
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 $23,692
Insurance broker organization code?3
Insurance broker nameEQUITY SERVICES INC
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-827727
Policy instance 1
Insurance contract or identification numberGA-827727
Number of Individuals Covered97
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $17,904
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 $17,904
Insurance broker organization code?3
Insurance broker nameEQUITY SERVICES INC
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-827727
Policy instance 1
Insurance contract or identification numberGA-827727
Number of Individuals Covered85
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $16,851
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
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-710070
Policy instance 1
Insurance contract or identification numberGA-710070
Number of Individuals Covered88
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $15,058
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 $15,058
Insurance broker organization code?3
Insurance broker nameEQUITY SERVICES INC

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