JEWISH FAMILY SERVICE OF BUFFALO has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan JEWISH FAMILY SERVICE OF BUFFALO & ERIE COUNTY 401(K) PLAN
401k plan membership statisitcs for JEWISH FAMILY SERVICE OF BUFFALO & ERIE COUNTY 401(K) PLAN
| Measure | Date | Value |
|---|
| 2014: JEWISH FAMILY SERVICE OF BUFFALO & ERIE COUNTY 401(K) PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 24 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 19 |
| 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 | 1 |
| Total of all active and inactive participants | 2014-01-01 | 20 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 1 |
| Total participants | 2014-01-01 | 21 |
| Number of participants with account balances | 2014-01-01 | 21 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 1 |
| 2013: JEWISH FAMILY SERVICE OF BUFFALO & ERIE COUNTY 401(K) PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 21 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 19 |
| 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 | 1 |
| Total of all active and inactive participants | 2013-01-01 | 20 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 1 |
| Total participants | 2013-01-01 | 21 |
| Number of participants with account balances | 2013-01-01 | 20 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
| 2012: JEWISH FAMILY SERVICE OF BUFFALO & ERIE COUNTY 401(K) PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 24 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 19 |
| 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 | 0 |
| Total of all active and inactive participants | 2012-01-01 | 19 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 1 |
| Total participants | 2012-01-01 | 20 |
| Number of participants with account balances | 2012-01-01 | 20 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 2 |
| 2011: JEWISH FAMILY SERVICE OF BUFFALO & ERIE COUNTY 401(K) PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 22 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 19 |
| 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 | 2 |
| Total of all active and inactive participants | 2011-01-01 | 21 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
| Total participants | 2011-01-01 | 21 |
| Number of participants with account balances | 2011-01-01 | 20 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
| 2009: JEWISH FAMILY SERVICE OF BUFFALO & ERIE COUNTY 401(K) PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 17 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 17 |
| 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 | 3 |
| Total of all active and inactive participants | 2009-01-01 | 20 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
| Total participants | 2009-01-01 | 20 |
| Number of participants with account balances | 2009-01-01 | 20 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 1 |
| 2008: JEWISH FAMILY SERVICE OF BUFFALO & ERIE COUNTY 401(K) PLAN 2008 401k membership |
|---|
| Total participants, beginning-of-year | 2008-01-01 | 19 |
| Total number of active participants reported on line 7a of the Form 5500 | 2008-01-01 | 13 |
| Number of retired or separated participants receiving benefits | 2008-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2008-01-01 | 5 |
| Total of all active and inactive participants | 2008-01-01 | 18 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2008-01-01 | 0 |
| Total participants | 2008-01-01 | 18 |
| Number of participants with account balances | 2008-01-01 | 18 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2008-01-01 | 3 |
| Measure | Date | Value |
|---|
| 2014 : JEWISH FAMILY SERVICE OF BUFFALO & ERIE COUNTY 401(K) PLAN 2014 401k financial data |
|---|
| Transfers to/from the plan | 2014-12-31 | $226 |
| Total income from all sources | 2014-12-31 | $98,961 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $52,570 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $52,360 |
| Total plan assets at end of year | 2014-12-31 | $681,905 |
| Total plan assets at beginning of year | 2014-12-31 | $635,288 |
| Value of fidelity bond covering the plan | 2014-12-31 | $900,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $57,021 |
| Expenses. Other expenses not covered elsewhere | 2014-12-31 | $210 |
| Contributions received from other sources (not participants or employers) | 2014-12-31 | $0 |
| Other income received | 2014-12-31 | $21,111 |
| Net income (gross income less expenses) | 2014-12-31 | $46,391 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $681,905 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $635,288 |
| Assets. Value of participant loans | 2014-12-31 | $2,292 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $20,829 |
| Value of certain deemed distributions of participant loans | 2014-12-31 | $0 |
| Value of corrective distributions | 2014-12-31 | $0 |
| 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 : JEWISH FAMILY SERVICE OF BUFFALO & ERIE COUNTY 401(K) PLAN 2013 401k financial data |
|---|
| Transfers to/from the plan | 2013-12-31 | $0 |
| Total income from all sources | 2013-12-31 | $160,511 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $78,619 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $78,087 |
| Total plan assets at end of year | 2013-12-31 | $635,288 |
| Total plan assets at beginning of year | 2013-12-31 | $553,396 |
| Value of fidelity bond covering the plan | 2013-12-31 | $900,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $66,746 |
| Expenses. Other expenses not covered elsewhere | 2013-12-31 | $246 |
| Contributions received from other sources (not participants or employers) | 2013-12-31 | $0 |
| Other income received | 2013-12-31 | $71,830 |
| Net income (gross income less expenses) | 2013-12-31 | $81,892 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $635,288 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $553,396 |
| Assets. Value of participant loans | 2013-12-31 | $5,289 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $21,935 |
| Value of certain deemed distributions of participant loans | 2013-12-31 | $0 |
| Value of corrective distributions | 2013-12-31 | $286 |
| 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 : JEWISH FAMILY SERVICE OF BUFFALO & ERIE COUNTY 401(K) PLAN 2012 401k financial data |
|---|
| Transfers to/from the plan | 2012-12-31 | $0 |
| Total income from all sources | 2012-12-31 | $142,305 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $22,770 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $22,402 |
| Total plan assets at end of year | 2012-12-31 | $553,396 |
| Total plan assets at beginning of year | 2012-12-31 | $433,861 |
| Value of fidelity bond covering the plan | 2012-12-31 | $900,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $68,115 |
| Expenses. Other expenses not covered elsewhere | 2012-12-31 | $368 |
| Contributions received from other sources (not participants or employers) | 2012-12-31 | $3,518 |
| Other income received | 2012-12-31 | $47,027 |
| Net income (gross income less expenses) | 2012-12-31 | $119,535 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $553,396 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $433,861 |
| Assets. Value of participant loans | 2012-12-31 | $12,789 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $23,645 |
| Value of certain deemed distributions of participant loans | 2012-12-31 | $0 |
| Value of corrective distributions | 2012-12-31 | $0 |
| 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 : JEWISH FAMILY SERVICE OF BUFFALO & ERIE COUNTY 401(K) PLAN 2011 401k financial data |
|---|
| Transfers to/from the plan | 2011-12-31 | $0 |
| Total income from all sources | 2011-12-31 | $72,902 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $25,754 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $25,291 |
| Total plan assets at end of year | 2011-12-31 | $433,861 |
| Total plan assets at beginning of year | 2011-12-31 | $386,713 |
| Value of fidelity bond covering the plan | 2011-12-31 | $900,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $65,348 |
| Expenses. Other expenses not covered elsewhere | 2011-12-31 | $463 |
| Contributions received from other sources (not participants or employers) | 2011-12-31 | $0 |
| Other income received | 2011-12-31 | $-16,507 |
| Net income (gross income less expenses) | 2011-12-31 | $47,148 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $433,861 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $386,713 |
| Assets. Value of participant loans | 2011-12-31 | $10,167 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $24,061 |
| Value of certain deemed distributions of participant loans | 2011-12-31 | $0 |
| Value of corrective distributions | 2011-12-31 | $0 |
| 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 : JEWISH FAMILY SERVICE OF BUFFALO & ERIE COUNTY 401(K) PLAN 2010 401k financial data |
|---|
| Transfers to/from the plan | 2010-12-31 | $0 |
| Total income from all sources | 2010-12-31 | $108,262 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $734 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $145 |
| Total plan assets at end of year | 2010-12-31 | $386,713 |
| Total plan assets at beginning of year | 2010-12-31 | $279,185 |
| Value of fidelity bond covering the plan | 2010-12-31 | $900,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $53,783 |
| Expenses. Other expenses not covered elsewhere | 2010-12-31 | $589 |
| Contributions received from other sources (not participants or employers) | 2010-12-31 | $0 |
| Other income received | 2010-12-31 | $34,131 |
| Net income (gross income less expenses) | 2010-12-31 | $107,528 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $386,713 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $279,185 |
| Assets. Value of participant loans | 2010-12-31 | $13,682 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $20,348 |
| 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 : JEWISH FAMILY SERVICE OF BUFFALO & ERIE COUNTY 401(K) PLAN 2009 401k financial data |
|---|
| 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 |
| 2008 : JEWISH FAMILY SERVICE OF BUFFALO & ERIE COUNTY 401(K) PLAN 2008 401k financial data |
|---|
| Total income from all sources | 2008-12-31 | $94,875 |
| Expenses. Total of all expenses incurred | 2008-12-31 | $4,746 |
| Benefits paid (including direct rollovers) | 2008-12-31 | $4,307 |
| Total plan assets at end of year | 2008-12-31 | $156,168 |
| Total plan assets at beginning of year | 2008-12-31 | $66,039 |
| Value of fidelity bond covering the plan | 2008-12-31 | $900,000 |
| Total contributions received or receivable from participants | 2008-12-31 | $47,869 |
| Expenses. Other expenses not covered elsewhere | 2008-12-31 | $439 |
| Contributions received from other sources (not participants or employers) | 2008-12-31 | $64,442 |
| Other income received | 2008-12-31 | $-35,246 |
| Net income (gross income less expenses) | 2008-12-31 | $90,129 |
| Net plan assets at end of year (total assets less liabilities) | 2008-12-31 | $156,168 |
| Net plan assets at beginning of year (total assets less liabilities) | 2008-12-31 | $66,039 |
| Assets. Value of participant loans | 2008-12-31 | $1,641 |
| Total contributions received or receivable from employer(s) | 2008-12-31 | $17,810 |
| Value of corrective distributions | 2008-12-31 | $0 |
| 2014: JEWISH FAMILY SERVICE OF BUFFALO & ERIE COUNTY 401(K) PLAN 2014 form 5500 responses |
|---|
| 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: JEWISH FAMILY SERVICE OF BUFFALO & ERIE COUNTY 401(K) PLAN 2013 form 5500 responses |
|---|
| 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 – Insurance | Yes |
| 2012: JEWISH FAMILY SERVICE OF BUFFALO & ERIE COUNTY 401(K) PLAN 2012 form 5500 responses |
|---|
| 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: JEWISH FAMILY SERVICE OF BUFFALO & ERIE COUNTY 401(K) PLAN 2011 form 5500 responses |
|---|
| 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 |
| 2009: JEWISH FAMILY SERVICE OF BUFFALO & ERIE COUNTY 401(K) 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 – Insurance | Yes |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2008: JEWISH FAMILY SERVICE OF BUFFALO & ERIE COUNTY 401(K) PLAN 2008 form 5500 responses |
|---|
| 2008-01-01 | Type of plan entity | Single employer plan |
| 2008-01-01 | Submission has been amended | No |
| 2008-01-01 | This submission is the final filing | No |
| 2008-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2008-01-01 | Plan is a collectively bargained plan | No |
| 2008-01-01 | Plan funding arrangement – Insurance | Yes |
| 2008-01-01 | Plan funding arrangement – Trust | Yes |
| 2008-01-01 | Plan benefit arrangement – Insurance | Yes |
| HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 ) |
| Policy contract number | GA-805239 |
| Policy instance | 1 |
| Insurance contract or identification number | GA-805239 | | Number of Individuals Covered | 21 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Total amount of commissions paid to insurance broker | USD $2,546 | | 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 $2,546 | | Insurance broker organization code? | 3 | | Insurance broker name | M & T SECURITIES INC |
|
| HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 ) |
| Policy contract number | GA-805239 |
| Policy instance | 1 |
| Insurance contract or identification number | GA-805239 | | Number of Individuals Covered | 20 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | Total amount of commissions paid to insurance broker | USD $2,214 | | 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 $2,214 | | Insurance broker organization code? | 3 | | Insurance broker name | M & T SECURITIES INC |
|
| HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 ) |
| Policy contract number | GA-805239 |
| Policy instance | 1 |
| Insurance contract or identification number | GA-805239 | | Number of Individuals Covered | 20 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Total amount of commissions paid to insurance broker | USD $1,829 | | 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 $1,829 | | Insurance broker organization code? | 3 | | Insurance broker name | M & T SECURITIES INC |
|
| HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 ) |
| Policy contract number | GA-805239 |
| Policy instance | 1 |
| Insurance contract or identification number | GA-805239 | | Number of Individuals Covered | 21 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | Total amount of commissions paid to insurance broker | USD $1,526 | | 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 |
|
| HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 ) |
| Policy contract number | GA-805239 |
| Policy instance | 1 |
| Insurance contract or identification number | GA-805239 | | Number of Individuals Covered | 20 | | Insurance policy start date | 2010-01-01 | | Insurance policy end date | 2010-12-31 | | Total amount of commissions paid to insurance broker | USD $1,187 | | 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 |
|
| HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 ) |
| Policy contract number | GA-805239 |
| Policy instance | 1 |
| Insurance contract or identification number | GA-805239 | | Number of Individuals Covered | 18 | | Insurance policy start date | 2008-01-01 | | Insurance policy end date | 2008-12-31 | | Total amount of commissions paid to insurance broker | USD $427 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $427 | | Insurance broker organization code? | 3 | | Insurance broker name | M & T SECURITIES INC. |
|
