FORCHELLI, CURTO, DEEGAN, SCHWARTZ, MINEO & TERRANA, LLP has sponsored the creation of one or more 401k plans.
Additional information about FORCHELLI, CURTO, DEEGAN, SCHWARTZ, MINEO & TERRANA, LLP
Submission information for form 5500 for 401k plan FORCHELLI CURTO DEEGAN ET AL PLAN
Measure | Date | Value |
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2015: FORCHELLI CURTO DEEGAN ET AL PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 105 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 101 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 9 |
Total of all active and inactive participants | 2015-01-01 | 111 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 111 |
Number of participants with account balances | 2015-01-01 | 98 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: FORCHELLI CURTO DEEGAN ET AL PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 105 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 100 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 9 |
Total of all active and inactive participants | 2014-01-01 | 109 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 109 |
Number of participants with account balances | 2014-01-01 | 95 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: FORCHELLI CURTO DEEGAN ET AL PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 97 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 96 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 14 |
Total of all active and inactive participants | 2013-01-01 | 110 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 110 |
Number of participants with account balances | 2013-01-01 | 97 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: FORCHELLI CURTO DEEGAN ET AL PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 104 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 88 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 17 |
Total of all active and inactive participants | 2012-01-01 | 105 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 105 |
Number of participants with account balances | 2012-01-01 | 88 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: FORCHELLI CURTO DEEGAN ET AL PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 101 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 81 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 4 |
Total of all active and inactive participants | 2011-01-01 | 85 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 85 |
Number of participants with account balances | 2011-01-01 | 85 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2010: FORCHELLI CURTO DEEGAN ET AL PLAN 2010 401k membership |
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Total participants, beginning-of-year | 2010-01-01 | 96 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 87 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 1 |
Total of all active and inactive participants | 2010-01-01 | 88 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
Total participants | 2010-01-01 | 88 |
Number of participants with account balances | 2010-01-01 | 88 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 0 |
2009: FORCHELLI CURTO DEEGAN ET AL PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 98 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 77 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 23 |
Total of all active and inactive participants | 2009-01-01 | 100 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 100 |
Number of participants with account balances | 2009-01-01 | 84 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
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2015 : FORCHELLI CURTO DEEGAN ET AL PLAN 2015 401k financial data |
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Total income from all sources | 2015-12-31 | $798,602 |
Expenses. Total of all expenses incurred | 2015-12-31 | $92,195 |
Benefits paid (including direct rollovers) | 2015-12-31 | $90,533 |
Total plan assets at end of year | 2015-12-31 | $12,834,338 |
Total plan assets at beginning of year | 2015-12-31 | $12,127,931 |
Value of fidelity bond covering the plan | 2015-12-31 | $500,000 |
Total contributions received or receivable from participants | 2015-12-31 | $848,201 |
Contributions received from other sources (not participants or employers) | 2015-12-31 | $4,954 |
Other income received | 2015-12-31 | $-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 loans | 2015-12-31 | $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 securities | 2015-12-31 | $0 |
2014 : FORCHELLI CURTO DEEGAN ET AL PLAN 2014 401k financial data |
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Total income from all sources | 2014-12-31 | $1,575,364 |
Expenses. Total of all expenses incurred | 2014-12-31 | $402,640 |
Benefits paid (including direct rollovers) | 2014-12-31 | $400,820 |
Total plan assets at end of year | 2014-12-31 | $12,127,931 |
Total plan assets at beginning of year | 2014-12-31 | $10,955,207 |
Value of fidelity bond covering the plan | 2014-12-31 | $500,000 |
Total contributions received or receivable from participants | 2014-12-31 | $823,707 |
Contributions received from other sources (not participants or employers) | 2014-12-31 | $13,222 |
Other income received | 2014-12-31 | $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 loans | 2014-12-31 | $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 year | 2014-12-31 | $0 |
Minimum employer required contribution for this plan year | 2014-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2014-12-31 | $0 |
2013 : FORCHELLI CURTO DEEGAN ET AL PLAN 2013 401k financial data |
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Total income from all sources | 2013-12-31 | $3,482,416 |
Expenses. Total of all expenses incurred | 2013-12-31 | $72,141 |
Benefits paid (including direct rollovers) | 2013-12-31 | $70,700 |
Total plan assets at end of year | 2013-12-31 | $10,955,207 |
Total plan assets at beginning of year | 2013-12-31 | $7,544,932 |
Value of fidelity bond covering the plan | 2013-12-31 | $500,000 |
Total contributions received or receivable from participants | 2013-12-31 | $733,789 |
Contributions received from other sources (not participants or employers) | 2013-12-31 | $1,131,769 |
Other income received | 2013-12-31 | $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 loans | 2013-12-31 | $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 year | 2013-12-31 | $0 |
Minimum employer required contribution for this plan year | 2013-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2013-12-31 | $0 |
2012 : FORCHELLI CURTO DEEGAN ET AL PLAN 2012 401k financial data |
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Total income from all sources | 2012-12-31 | $1,540,694 |
Expenses. Total of all expenses incurred | 2012-12-31 | $905,401 |
Benefits paid (including direct rollovers) | 2012-12-31 | $904,005 |
Total plan assets at end of year | 2012-12-31 | $7,544,932 |
Total plan assets at beginning of year | 2012-12-31 | $6,909,639 |
Value of fidelity bond covering the plan | 2012-12-31 | $500,000 |
Total contributions received or receivable from participants | 2012-12-31 | $713,970 |
Expenses. Other expenses not covered elsewhere | 2012-12-31 | $1,396 |
Other income received | 2012-12-31 | $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 loans | 2012-12-31 | $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 2510.3-102 | 2012-12-31 | $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 year | 2012-12-31 | $0 |
Minimum employer required contribution for this plan year | 2012-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2012-12-31 | $0 |
2011 : FORCHELLI CURTO DEEGAN ET AL PLAN 2011 401k financial data |
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Total income from all sources | 2011-12-31 | $643,618 |
Expenses. Total of all expenses incurred | 2011-12-31 | $419,249 |
Benefits paid (including direct rollovers) | 2011-12-31 | $418,347 |
Total plan assets at end of year | 2011-12-31 | $6,909,639 |
Total plan assets at beginning of year | 2011-12-31 | $6,685,270 |
Value of fidelity bond covering the plan | 2011-12-31 | $500,000 |
Total contributions received or receivable from participants | 2011-12-31 | $699,643 |
Expenses. Other expenses not covered elsewhere | 2011-12-31 | $902 |
Other income received | 2011-12-31 | $-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 loans | 2011-12-31 | $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 year | 2011-12-31 | $0 |
Minimum employer required contribution for this plan year | 2011-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2011-12-31 | $0 |
2010 : FORCHELLI CURTO DEEGAN ET AL PLAN 2010 401k financial data |
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Transfers to/from the plan | 2010-12-31 | $0 |
Total income from all sources | 2010-12-31 | $1,535,676 |
Expenses. Total of all expenses incurred | 2010-12-31 | $222,421 |
Benefits paid (including direct rollovers) | 2010-12-31 | $220,842 |
Total plan assets at end of year | 2010-12-31 | $6,685,270 |
Total plan assets at beginning of year | 2010-12-31 | $5,372,015 |
Value of fidelity bond covering the plan | 2010-12-31 | $400,000 |
Total contributions received or receivable from participants | 2010-12-31 | $682,740 |
Expenses. Other expenses not covered elsewhere | 2010-12-31 | $1,579 |
Contributions received from other sources (not participants or employers) | 2010-12-31 | $0 |
Other income received | 2010-12-31 | $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 loans | 2010-12-31 | $118,135 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $79,309 |
Value of certain deemed distributions of participant loans | 2010-12-31 | $0 |
Value of corrective distributions | 2010-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2010-12-31 | $0 |
Minimum employer required contribution for this plan year | 2010-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2010-12-31 | $0 |
2009 : FORCHELLI CURTO DEEGAN ET AL PLAN 2009 401k financial data |
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Funding deficiency by the employer to the plan for this plan year | 2009-12-31 | $0 |
Minimum employer required contribution for this plan year | 2009-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2009-12-31 | $0 |
2015: FORCHELLI CURTO DEEGAN ET AL PLAN 2015 form 5500 responses |
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2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Insurance | Yes |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement – Insurance | Yes |
2014: FORCHELLI CURTO DEEGAN ET AL PLAN 2014 form 5500 responses |
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2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Insurance | Yes |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement – Insurance | Yes |
2013: FORCHELLI CURTO DEEGAN ET AL PLAN 2013 form 5500 responses |
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2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Insurance | Yes |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: FORCHELLI CURTO DEEGAN ET AL PLAN 2012 form 5500 responses |
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2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Insurance | Yes |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement – Insurance | Yes |
2011: FORCHELLI CURTO DEEGAN ET AL PLAN 2011 form 5500 responses |
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2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Insurance | Yes |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement – Insurance | Yes |
2010: FORCHELLI CURTO DEEGAN ET AL PLAN 2010 form 5500 responses |
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2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Submission has been amended | No |
2010-01-01 | This submission is the final filing | No |
2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2010-01-01 | Plan is a collectively bargained plan | No |
2010-01-01 | Plan funding arrangement – Insurance | Yes |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement – Insurance | Yes |
2009: FORCHELLI CURTO DEEGAN ET AL PLAN 2009 form 5500 responses |
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2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Insurance | Yes |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement – Insurance | Yes |
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 ) |
Policy contract number | 753606-01 |
Policy instance | 1 |
Insurance contract or identification number | 753606-01 | Number of Individuals Covered | 135 | Insurance policy start date | 2022-01-01 | Insurance policy end date | 2022-12-31 | Total amount of commissions paid to insurance broker | USD $34,571 | Total amount of fees paid to insurance company | USD $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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | 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 Broker | USD $34,571 | Insurance broker organization code? | 3 |
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HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 ) |
Policy contract number | GA-827727 |
Policy instance | 1 |
Insurance contract or identification number | GA-827727 | Number of Individuals Covered | 98 | Insurance policy start date | 2015-01-01 | Insurance policy end date | 2015-12-31 | Total amount of commissions paid to insurance broker | USD $27,041 | Total amount of fees paid to insurance company | USD $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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | 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 Broker | USD $27,041 | Insurance broker organization code? | 3 | Insurance broker name | EQUITY SERVICES INC |
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HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 ) |
Policy contract number | GA-827727 |
Policy instance | 1 |
Insurance contract or identification number | GA-827727 | Number of Individuals Covered | 95 | Insurance policy start date | 2014-01-01 | Insurance policy end date | 2014-12-31 | Total amount of commissions paid to insurance broker | USD $23,692 | Total amount of fees paid to insurance company | USD $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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | 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 Broker | USD $23,692 | Insurance broker organization code? | 3 | Insurance broker name | EQUITY SERVICES INC |
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HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 ) |
Policy contract number | GA-827727 |
Policy instance | 1 |
Insurance contract or identification number | GA-827727 | Number of Individuals Covered | 97 | Insurance policy start date | 2013-01-01 | Insurance policy end date | 2013-12-31 | Total amount of commissions paid to insurance broker | USD $17,904 | Total amount of fees paid to insurance company | USD $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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | 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 Broker | USD $17,904 | Insurance broker organization code? | 3 | Insurance broker name | EQUITY SERVICES INC |
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HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 ) |
Policy contract number | GA-827727 |
Policy instance | 1 |
Insurance contract or identification number | GA-827727 | Number of Individuals Covered | 85 | Insurance policy start date | 2011-01-01 | Insurance policy end date | 2011-12-31 | Total amount of commissions paid to insurance broker | USD $16,851 | Total amount of fees paid to insurance company | USD $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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | 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 |
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HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 ) |
Policy contract number | GA-710070 |
Policy instance | 1 |
Insurance contract or identification number | GA-710070 | Number of Individuals Covered | 88 | Insurance policy start date | 2010-01-01 | Insurance policy end date | 2010-12-31 | Total amount of commissions paid to insurance broker | USD $15,058 | Total amount of fees paid to insurance company | USD $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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | 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 Broker | USD $15,058 | Insurance broker organization code? | 3 | Insurance broker name | EQUITY SERVICES INC |
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