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UAW LOCAL #936 401(K) SAVINGS PLAN AND TRUST 401k Plan overview

Plan NameUAW LOCAL #936 401(K) SAVINGS PLAN AND TRUST
Plan identification number 005

UAW LOCAL #936 401(K) SAVINGS PLAN AND TRUST Benefits

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

EASTMAN MACHINE COMPANY has sponsored the creation of one or more 401k plans.

Company Name:EASTMAN MACHINE COMPANY
Employer identification number (EIN):160417160
NAIC Classification:333310

Additional information about EASTMAN MACHINE COMPANY

Jurisdiction of Incorporation: New York Department of State
Incorporation Date: 1899-02-24
Company Identification Number: 18273
Legal Registered Office Address: 779 Washington St
Erie
Buffalo
United States of America (USA)
14203

More information about EASTMAN MACHINE COMPANY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UAW LOCAL #936 401(K) SAVINGS PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0052022-01-01AMY SCHWARZKOPF2023-10-03
0052021-01-01STEVEN CALZI2022-06-27 AMY SCHWARZKOPF2022-06-27
0052020-01-01STEVEN CALZI2021-07-16 AMY SCHWARZKOPF2021-07-16
0052019-01-01STEVEN CALZI2020-06-16
0052018-01-01STEVEN CALZI2019-09-05
0052017-01-01STEVEN F CALZI2018-07-13 JAMES RESETAR2018-07-13
0052016-01-01STEVEN CALZI JAMES RESETAR2017-07-13
0052015-01-01STEVEN CALZI JAMES RESETAR2016-06-30
0052014-01-01JAMES RESETAR JAMES RESETAR2015-09-30
0052013-01-01STEVEN CALZI JAMES RESETAR2014-09-11
0052012-01-01STEVEN CALZI JAMES RESETAR2013-10-10
0052011-01-01STEVEN F. CALZI JAMES E. RESETAR2012-09-17
0052010-01-01STEVEN F. CALZI
0052009-01-01STEVEN F CALZI STEVEN F CALZI2010-07-30

Plan Statistics for UAW LOCAL #936 401(K) SAVINGS PLAN AND TRUST

401k plan membership statisitcs for UAW LOCAL #936 401(K) SAVINGS PLAN AND TRUST

Measure Date Value
2016: UAW LOCAL #936 401(K) SAVINGS PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-0165
Total number of active participants reported on line 7a of the Form 55002016-01-0153
Number of retired or separated participants receiving benefits2016-01-011
Number of other retired or separated participants entitled to future benefits2016-01-0111
Total of all active and inactive participants2016-01-0165
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0165
Number of participants with account balances2016-01-0163
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: UAW LOCAL #936 401(K) SAVINGS PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-0167
Total number of active participants reported on line 7a of the Form 55002015-01-0150
Number of retired or separated participants receiving benefits2015-01-011
Number of other retired or separated participants entitled to future benefits2015-01-0114
Total of all active and inactive participants2015-01-0165
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0165
Number of participants with account balances2015-01-0162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: UAW LOCAL #936 401(K) SAVINGS PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-0162
Total number of active participants reported on line 7a of the Form 55002014-01-0155
Number of retired or separated participants receiving benefits2014-01-011
Number of other retired or separated participants entitled to future benefits2014-01-0111
Total of all active and inactive participants2014-01-0167
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0167
Number of participants with account balances2014-01-0166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: UAW LOCAL #936 401(K) SAVINGS PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-0158
Total number of active participants reported on line 7a of the Form 55002013-01-0149
Number of retired or separated participants receiving benefits2013-01-011
Number of other retired or separated participants entitled to future benefits2013-01-0112
Total of all active and inactive participants2013-01-0162
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0162
Number of participants with account balances2013-01-0161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: UAW LOCAL #936 401(K) SAVINGS PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-0163
Total number of active participants reported on line 7a of the Form 55002012-01-0144
Number of retired or separated participants receiving benefits2012-01-011
Number of other retired or separated participants entitled to future benefits2012-01-0112
Total of all active and inactive participants2012-01-0157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-0158
Number of participants with account balances2012-01-0158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: UAW LOCAL #936 401(K) SAVINGS PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-0155
Total number of active participants reported on line 7a of the Form 55002011-01-0147
Number of retired or separated participants receiving benefits2011-01-012
Number of other retired or separated participants entitled to future benefits2011-01-0114
Total of all active and inactive participants2011-01-0163
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0163
Number of participants with account balances2011-01-0163
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: UAW LOCAL #936 401(K) SAVINGS PLAN AND TRUST 2010 401k membership
Total participants, beginning-of-year2010-01-0158
Total number of active participants reported on line 7a of the Form 55002010-01-0139
Number of retired or separated participants receiving benefits2010-01-013
Number of other retired or separated participants entitled to future benefits2010-01-0113
Total of all active and inactive participants2010-01-0155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-0155
Number of participants with account balances2010-01-0155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: UAW LOCAL #936 401(K) SAVINGS PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-0157
Total number of active participants reported on line 7a of the Form 55002009-01-0143
Number of retired or separated participants receiving benefits2009-01-013
Number of other retired or separated participants entitled to future benefits2009-01-0112
Total of all active and inactive participants2009-01-0158
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0158
Number of participants with account balances2009-01-0158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on UAW LOCAL #936 401(K) SAVINGS PLAN AND TRUST

Measure Date Value
2016 : UAW LOCAL #936 401(K) SAVINGS PLAN AND TRUST 2016 401k financial data
Total income from all sources2016-12-31$266,270
Expenses. Total of all expenses incurred2016-12-31$81,934
Benefits paid (including direct rollovers)2016-12-31$75,548
Total plan assets at end of year2016-12-31$2,840,823
Total plan assets at beginning of year2016-12-31$2,656,487
Value of fidelity bond covering the plan2016-12-31$50,000
Total contributions received or receivable from participants2016-12-31$124,253
Expenses. Other expenses not covered elsewhere2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$115,513
Net income (gross income less expenses)2016-12-31$184,336
Net plan assets at end of year (total assets less liabilities)2016-12-31$2,840,823
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$2,656,487
Assets. Value of participant loans2016-12-31$13,809
Total contributions received or receivable from employer(s)2016-12-31$26,504
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$6,386
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : UAW LOCAL #936 401(K) SAVINGS PLAN AND TRUST 2015 401k financial data
Transfers to/from the plan2015-12-31$2,577
Total income from all sources2015-12-31$203,835
Expenses. Total of all expenses incurred2015-12-31$215,782
Benefits paid (including direct rollovers)2015-12-31$207,990
Total plan assets at end of year2015-12-31$2,656,487
Total plan assets at beginning of year2015-12-31$2,665,857
Total contributions received or receivable from participants2015-12-31$126,924
Expenses. Other expenses not covered elsewhere2015-12-31$301
Contributions received from other sources (not participants or employers)2015-12-31$2,214
Other income received2015-12-31$35,639
Net income (gross income less expenses)2015-12-31$-11,947
Net plan assets at end of year (total assets less liabilities)2015-12-31$2,656,487
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$2,665,857
Assets. Value of participant loans2015-12-31$27,314
Total contributions received or receivable from employer(s)2015-12-31$39,058
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$7,491
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Funding deficiency by the employer to the plan for this plan year2015-12-31$0
Amount contributed by the employer to the plan for this plan year2015-12-31$0
2014 : UAW LOCAL #936 401(K) SAVINGS PLAN AND TRUST 2014 401k financial data
Total income from all sources2014-12-31$355,926
Expenses. Total of all expenses incurred2014-12-31$128,202
Benefits paid (including direct rollovers)2014-12-31$121,332
Total plan assets at end of year2014-12-31$2,665,857
Total plan assets at beginning of year2014-12-31$2,438,133
Total contributions received or receivable from participants2014-12-31$108,317
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$51,963
Other income received2014-12-31$168,362
Net income (gross income less expenses)2014-12-31$227,724
Net plan assets at end of year (total assets less liabilities)2014-12-31$2,665,857
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$2,438,133
Assets. Value of participant loans2014-12-31$58,368
Total contributions received or receivable from employer(s)2014-12-31$27,284
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$6,870
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : UAW LOCAL #936 401(K) SAVINGS PLAN AND TRUST 2013 401k financial data
Total income from all sources2013-12-31$523,018
Expenses. Total of all expenses incurred2013-12-31$379,196
Benefits paid (including direct rollovers)2013-12-31$376,603
Total plan assets at end of year2013-12-31$2,438,133
Total plan assets at beginning of year2013-12-31$2,294,311
Total contributions received or receivable from participants2013-12-31$101,700
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$402,658
Net income (gross income less expenses)2013-12-31$143,822
Net plan assets at end of year (total assets less liabilities)2013-12-31$2,438,133
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$2,294,311
Assets. Value of participant loans2013-12-31$65,340
Total contributions received or receivable from employer(s)2013-12-31$18,660
Value of certain deemed distributions of participant loans2013-12-31$-5,530
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$8,123
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : UAW LOCAL #936 401(K) SAVINGS PLAN AND TRUST 2012 401k financial data
Total income from all sources2012-12-31$345,584
Expenses. Total of all expenses incurred2012-12-31$358,126
Benefits paid (including direct rollovers)2012-12-31$351,772
Total plan assets at end of year2012-12-31$2,294,311
Total plan assets at beginning of year2012-12-31$2,306,853
Total contributions received or receivable from participants2012-12-31$102,213
Expenses. Other expenses not covered elsewhere2012-12-31$0
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$229,990
Net income (gross income less expenses)2012-12-31$-12,542
Net plan assets at end of year (total assets less liabilities)2012-12-31$2,294,311
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$2,306,853
Assets. Value of participant loans2012-12-31$7,254
Total contributions received or receivable from employer(s)2012-12-31$13,381
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$6,354
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : UAW LOCAL #936 401(K) SAVINGS PLAN AND TRUST 2011 401k financial data
Total income from all sources2011-12-31$130,878
Expenses. Total of all expenses incurred2011-12-31$289,108
Benefits paid (including direct rollovers)2011-12-31$279,939
Total plan assets at end of year2011-12-31$2,306,853
Total plan assets at beginning of year2011-12-31$2,465,083
Total contributions received or receivable from participants2011-12-31$107,212
Expenses. Other expenses not covered elsewhere2011-12-31$0
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$3,574
Net income (gross income less expenses)2011-12-31$-158,230
Net plan assets at end of year (total assets less liabilities)2011-12-31$2,306,853
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$2,465,083
Assets. Value of participant loans2011-12-31$9,202
Total contributions received or receivable from employer(s)2011-12-31$20,092
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$9,169
2010 : UAW LOCAL #936 401(K) SAVINGS PLAN AND TRUST 2010 401k financial data
Total income from all sources2010-12-31$325,407
Expenses. Total of all expenses incurred2010-12-31$125,675
Benefits paid (including direct rollovers)2010-12-31$115,595
Total plan assets at end of year2010-12-31$2,465,083
Total plan assets at beginning of year2010-12-31$2,265,351
Total contributions received or receivable from participants2010-12-31$96,545
Expenses. Other expenses not covered elsewhere2010-12-31$0
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$221,505
Net income (gross income less expenses)2010-12-31$199,732
Net plan assets at end of year (total assets less liabilities)2010-12-31$2,465,083
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$2,265,351
Assets. Value of participant loans2010-12-31$18,097
Total contributions received or receivable from employer(s)2010-12-31$7,357
Value of certain deemed distributions of participant loans2010-12-31$419
Value of corrective distributions2010-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$9,661
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : UAW LOCAL #936 401(K) SAVINGS PLAN AND TRUST 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for UAW LOCAL #936 401(K) SAVINGS PLAN AND TRUST

2016: UAW LOCAL #936 401(K) SAVINGS PLAN AND TRUST 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: UAW LOCAL #936 401(K) SAVINGS PLAN AND TRUST 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 planYes
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: UAW LOCAL #936 401(K) SAVINGS PLAN AND TRUST 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 planYes
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: UAW LOCAL #936 401(K) SAVINGS PLAN AND TRUST 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: UAW LOCAL #936 401(K) SAVINGS PLAN AND TRUST 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 planYes
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: UAW LOCAL #936 401(K) SAVINGS PLAN AND TRUST 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 planYes
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: UAW LOCAL #936 401(K) SAVINGS PLAN AND TRUST 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
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 planYes
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: UAW LOCAL #936 401(K) SAVINGS PLAN AND TRUST 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 planYes
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberSF 51153
Policy instance 1
Insurance contract or identification numberSF 51153
Number of Individuals Covered65
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberSF 51153
Policy instance 1
Insurance contract or identification numberSF 51153
Number of Individuals Covered67
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
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
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberSF 51153
Policy instance 1
Insurance contract or identification numberSF 51153
Number of Individuals Covered62
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
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
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberSF 51153
Policy instance 1
Insurance contract or identification numberSF 51153
Number of Individuals Covered58
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $332
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 $332
Insurance broker organization code?1
Insurance broker nameCADARET GRANT & CO INC
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberSF 51153
Policy instance 1
Insurance contract or identification numberSF 51153
Number of Individuals Covered63
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $4,007
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
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberSF 51153
Policy instance 1
Insurance contract or identification numberSF 51153
Number of Individuals Covered55
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $3,876
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 $3,876
Insurance broker organization code?1
Insurance broker nameCADARET GRANT & CO INC

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