GERI-CARE, INC. has sponsored the creation of one or more 401k plans.
Additional information about GERI-CARE, INC.
| Measure | Date | Value |
|---|
| 2021: WNCC PROFIT SHARING PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-01-01 | 50 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 36 |
| Number of retired or separated participants receiving benefits | 2021-01-01 | 9 |
| Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 0 |
| Total of all active and inactive participants | 2021-01-01 | 45 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
| Total participants | 2021-01-01 | 45 |
| Number of participants with account balances | 2021-01-01 | 22 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
| 2020: WNCC PROFIT SHARING PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-01-01 | 46 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 39 |
| Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 8 |
| Total of all active and inactive participants | 2020-01-01 | 47 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
| Total participants | 2020-01-01 | 47 |
| Number of participants with account balances | 2020-01-01 | 18 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
| 2019: WNCC PROFIT SHARING PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 48 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 36 |
| Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 10 |
| Total of all active and inactive participants | 2019-01-01 | 46 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
| Total participants | 2019-01-01 | 46 |
| Number of participants with account balances | 2019-01-01 | 18 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
| 2018: WNCC PROFIT SHARING PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 48 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 34 |
| Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 10 |
| Total of all active and inactive participants | 2018-01-01 | 44 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
| Total participants | 2018-01-01 | 44 |
| Number of participants with account balances | 2018-01-01 | 19 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
| 2017: WNCC PROFIT SHARING PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 33 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 19 |
| Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 14 |
| Total of all active and inactive participants | 2017-01-01 | 33 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
| Total participants | 2017-01-01 | 33 |
| Number of participants with account balances | 2017-01-01 | 23 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
| 2016: WNCC PROFIT SHARING PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 51 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 36 |
| Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 15 |
| Total of all active and inactive participants | 2016-01-01 | 51 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
| Total participants | 2016-01-01 | 51 |
| Number of participants with account balances | 2016-01-01 | 25 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
| 2010: WNCC PROFIT SHARING PLAN 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-01-01 | 39 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 19 |
| 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 | 14 |
| Total of all active and inactive participants | 2010-01-01 | 33 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
| Total participants | 2010-01-01 | 33 |
| Number of participants with account balances | 2010-01-01 | 31 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 0 |
| 2009: WNCC PROFIT SHARING PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 38 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 22 |
| 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 | 14 |
| Total of all active and inactive participants | 2009-01-01 | 36 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
| Total participants | 2009-01-01 | 36 |
| Number of participants with account balances | 2009-01-01 | 35 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2021 : WNCC PROFIT SHARING PLAN 2021 401k financial data |
|---|
| Total income from all sources | 2021-12-31 | $1,536,655 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $8,943 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $1,962 |
| Total plan assets at end of year | 2021-12-31 | $3,858,422 |
| Total plan assets at beginning of year | 2021-12-31 | $2,330,710 |
| Value of fidelity bond covering the plan | 2021-12-31 | $210,000 |
| Total contributions received or receivable from participants | 2021-12-31 | $75,164 |
| Contributions received from other sources (not participants or employers) | 2021-12-31 | $1,148,260 |
| Other income received | 2021-12-31 | $313,231 |
| Net income (gross income less expenses) | 2021-12-31 | $1,527,712 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $3,858,422 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $2,330,710 |
| Assets. Value of assets in partnership/joint-venture interests | 2021-12-31 | $581,961 |
| Value of corrective distributions | 2021-12-31 | $6,781 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $200 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
| 2020 : WNCC PROFIT SHARING PLAN 2020 401k financial data |
|---|
| Total income from all sources | 2020-12-31 | $283,919 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $32,061 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $18,600 |
| Total plan assets at end of year | 2020-12-31 | $2,330,710 |
| Total plan assets at beginning of year | 2020-12-31 | $2,078,852 |
| Value of fidelity bond covering the plan | 2020-12-31 | $210,000 |
| Total contributions received or receivable from participants | 2020-12-31 | $73,854 |
| Contributions received from other sources (not participants or employers) | 2020-12-31 | $31,380 |
| Other income received | 2020-12-31 | $178,685 |
| Net income (gross income less expenses) | 2020-12-31 | $251,858 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $2,330,710 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $2,078,852 |
| Assets. Value of participant loans | 2020-12-31 | $0 |
| Assets. Value of assets in partnership/joint-venture interests | 2020-12-31 | $475,392 |
| Value of corrective distributions | 2020-12-31 | $13,028 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $433 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
| 2019 : WNCC PROFIT SHARING PLAN 2019 401k financial data |
|---|
| Total income from all sources | 2019-12-31 | $406,249 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $29,443 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $22,398 |
| Total plan assets at end of year | 2019-12-31 | $2,078,852 |
| Total plan assets at beginning of year | 2019-12-31 | $1,702,046 |
| Value of fidelity bond covering the plan | 2019-12-31 | $200,000 |
| Total contributions received or receivable from participants | 2019-12-31 | $75,411 |
| Expenses. Other expenses not covered elsewhere | 2019-12-31 | $0 |
| Other income received | 2019-12-31 | $330,838 |
| Net income (gross income less expenses) | 2019-12-31 | $376,806 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $2,078,852 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $1,702,046 |
| Assets. Value of participant loans | 2019-12-31 | $2,021 |
| Assets. Value of assets in partnership/joint-venture interests | 2019-12-31 | $457,935 |
| Value of corrective distributions | 2019-12-31 | $5,104 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $1,941 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
| 2018 : WNCC PROFIT SHARING PLAN 2018 401k financial data |
|---|
| Total income from all sources | 2018-12-31 | $12,684 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $132,857 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $121,901 |
| Total plan assets at end of year | 2018-12-31 | $1,702,046 |
| Total plan assets at beginning of year | 2018-12-31 | $1,822,219 |
| Value of fidelity bond covering the plan | 2018-12-31 | $200,000 |
| Total contributions received or receivable from participants | 2018-12-31 | $57,015 |
| Other income received | 2018-12-31 | $-44,331 |
| Net income (gross income less expenses) | 2018-12-31 | $-120,173 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $1,702,046 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $1,822,219 |
| Assets. Value of participant loans | 2018-12-31 | $4,357 |
| Assets. Value of assets in partnership/joint-venture interests | 2018-12-31 | $421,281 |
| Value of corrective distributions | 2018-12-31 | $10,191 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $765 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
| 2017 : WNCC PROFIT SHARING PLAN 2017 401k financial data |
|---|
| Total income from all sources | 2017-12-31 | $291,173 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $18,583 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $4,595 |
| Total plan assets at end of year | 2017-12-31 | $1,822,219 |
| Total plan assets at beginning of year | 2017-12-31 | $1,549,629 |
| Value of fidelity bond covering the plan | 2017-12-31 | $200,000 |
| Total contributions received or receivable from participants | 2017-12-31 | $84,900 |
| Other income received | 2017-12-31 | $206,273 |
| Net income (gross income less expenses) | 2017-12-31 | $272,590 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $1,822,219 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $1,549,629 |
| Assets. Value of participant loans | 2017-12-31 | $6,574 |
| Assets. Value of assets in partnership/joint-venture interests | 2017-12-31 | $510,428 |
| Value of corrective distributions | 2017-12-31 | $13,878 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $110 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
| 2016 : WNCC PROFIT SHARING PLAN 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $157,434 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $7,770 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $7,555 |
| Total plan assets at end of year | 2016-12-31 | $1,549,629 |
| Total plan assets at beginning of year | 2016-12-31 | $1,399,965 |
| Value of fidelity bond covering the plan | 2016-12-31 | $200,000 |
| Total contributions received or receivable from participants | 2016-12-31 | $98,464 |
| Expenses. Other expenses not covered elsewhere | 2016-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2016-12-31 | $0 |
| Other income received | 2016-12-31 | $58,970 |
| Net income (gross income less expenses) | 2016-12-31 | $149,664 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $1,549,629 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $1,399,965 |
| Assets. Value of participant loans | 2016-12-31 | $9,479 |
| Assets. Value of assets in partnership/joint-venture interests | 2016-12-31 | $581,834 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $215 |
| 2010 : WNCC PROFIT SHARING PLAN 2010 401k financial data |
|---|
| Transfers to/from the plan | 2010-12-31 | $0 |
| Total plan liabilities at end of year | 2010-12-31 | $0 |
| Total plan liabilities at beginning of year | 2010-12-31 | $0 |
| Total income from all sources | 2010-12-31 | $155,081 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $101,337 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $101,337 |
| Total plan assets at end of year | 2010-12-31 | $1,539,314 |
| Total plan assets at beginning of year | 2010-12-31 | $1,485,570 |
| Value of fidelity bond covering the plan | 2010-12-31 | $200,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2010-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2010-12-31 | $0 |
| Other income received | 2010-12-31 | $155,081 |
| Noncash contributions received | 2010-12-31 | $0 |
| Net income (gross income less expenses) | 2010-12-31 | $53,744 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $1,539,314 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $1,485,570 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $0 |
| Value of certain deemed distributions of participant loans | 2010-12-31 | $0 |
| Value of corrective distributions | 2010-12-31 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
| 2009 : WNCC PROFIT SHARING PLAN 2009 401k financial data |
|---|
| Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers | 2009-12-31 | 0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
| 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 |
| 2021: WNCC PROFIT SHARING PLAN 2021 form 5500 responses |
|---|
| 2021-01-01 | Type of plan entity | Single employer plan |
| 2021-01-01 | Submission has been amended | No |
| 2021-01-01 | This submission is the final filing | No |
| 2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-01-01 | Plan is a collectively bargained plan | No |
| 2021-01-01 | Plan funding arrangement – Insurance | Yes |
| 2021-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2020: WNCC PROFIT SHARING PLAN 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | Submission has been amended | No |
| 2020-01-01 | This submission is the final filing | No |
| 2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-01-01 | Plan is a collectively bargained plan | No |
| 2020-01-01 | Plan funding arrangement – Insurance | Yes |
| 2020-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2019: WNCC PROFIT SHARING PLAN 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Submission has been amended | No |
| 2019-01-01 | This submission is the final filing | No |
| 2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-01-01 | Plan is a collectively bargained plan | No |
| 2019-01-01 | Plan funding arrangement – Insurance | Yes |
| 2019-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2018: WNCC PROFIT SHARING PLAN 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Submission has been amended | No |
| 2018-01-01 | This submission is the final filing | No |
| 2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-01-01 | Plan is a collectively bargained plan | No |
| 2018-01-01 | Plan funding arrangement – Insurance | Yes |
| 2018-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2017: WNCC PROFIT SHARING PLAN 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Submission has been amended | No |
| 2017-01-01 | This submission is the final filing | No |
| 2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-01-01 | Plan is a collectively bargained plan | No |
| 2017-01-01 | Plan funding arrangement – Insurance | Yes |
| 2017-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2016: WNCC PROFIT SHARING PLAN 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Submission has been amended | No |
| 2016-01-01 | This submission is the final filing | No |
| 2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-01-01 | Plan is a collectively bargained plan | No |
| 2016-01-01 | Plan funding arrangement – Insurance | Yes |
| 2016-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2010: WNCC PROFIT SHARING PLAN 2010 form 5500 responses |
|---|
| 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 – Trust | Yes |
| 2010-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: WNCC PROFIT SHARING PLAN 2009 form 5500 responses |
|---|
| 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 – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
| MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 ) |
| Policy contract number | GA840787 |
| Policy instance | 1 |
| Insurance contract or identification number | GA840787 | | Number of Individuals Covered | 22 | | Insurance policy start date | 2021-01-01 | | Insurance policy end date | 2021-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $956 | | 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? | No | | 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 | | Amount paid for insurance broker fees | 956 | | Additional information about fees paid to insurance broker | ADMINISTRATIVE SERVICES | | Insurance broker organization code? | 5 |
|
| MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 ) |
| Policy contract number | GA840787 |
| Policy instance | 1 |
| Insurance contract or identification number | GA840787 | | Number of Individuals Covered | 18 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2020-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $794 | | 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? | No | | 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 | | Amount paid for insurance broker fees | 794 | | Additional information about fees paid to insurance broker | ADMINISTRATIVE SERVICES | | Insurance broker organization code? | 5 |
|
| MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 ) |
| Policy contract number | GA840787 |
| Policy instance | 1 |
| Insurance contract or identification number | GA840787 | | Number of Individuals Covered | 18 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 | | Total amount of commissions paid to insurance broker | USD $1,743 | | Total amount of fees paid to insurance company | USD $696 | | 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? | No | | 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 $1,743 | | Insurance broker organization code? | 4 | | Amount paid for insurance broker fees | 696 | | Additional information about fees paid to insurance broker | ADMINISTRATIVE SERVICES |
|
| MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 ) |
| Policy contract number | GA840787 |
| Policy instance | 1 |
| Insurance contract or identification number | GA840787 | | Number of Individuals Covered | 19 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | Total amount of commissions paid to insurance broker | USD $3,244 | | Total amount of fees paid to insurance company | USD $489 | | 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? | No | | 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 $3,244 | | Insurance broker organization code? | 4 | | Amount paid for insurance broker fees | 489 | | Additional information about fees paid to insurance broker | ADMINISTRATIVE SERVICES |
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| VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 ) |
| Policy contract number | 876105 |
| Policy instance | 1 |
| Insurance contract or identification number | 876105 | | Number of Individuals Covered | 0 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | 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 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? | No | | 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 | | Insurance broker organization code? | 4 | | Insurance broker name | OPPENHEIMER LIFE AGENCY, LTD |
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| MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 ) |
| Policy contract number | GA840787 |
| Policy instance | 2 |
| Insurance contract or identification number | GA840787 | | Number of Individuals Covered | 23 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Total amount of commissions paid to insurance broker | USD $11,993 | | Total amount of fees paid to insurance company | USD $1,421 | | 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? | No | | 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 $11,993 | | Insurance broker organization code? | 4 | | Amount paid for insurance broker fees | 1421 | | Additional information about fees paid to insurance broker | ADMINISTRATIVE SERVICES | | Insurance broker name | CONTINENTAL BENEFITS GROUP INC |
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