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G2 WEB SERVICES RETIREMENT SAVINGS PLAN 401k Plan overview

Plan NameG2 WEB SERVICES RETIREMENT SAVINGS PLAN
Plan identification number 001

G2 WEB SERVICES RETIREMENT SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • 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.
  • 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

G2 WEB SERVICES, LLC has sponsored the creation of one or more 401k plans.

Company Name:G2 WEB SERVICES, LLC
Employer identification number (EIN):201808793
NAIC Classification:541519
NAIC Description:Other Computer Related Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan G2 WEB SERVICES RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012018-01-01RORY LIEBHART2018-11-15
0012017-01-01RORY LIEBHART
0012016-01-01RORY LIEBHART
0012015-01-01RORY LIEBHART
0012014-01-01RORY LIEBHART2015-07-13 RORY LIEBHART2015-07-13
0012013-01-01RORY LIEBHART2014-07-23 RORY LIEBHART2014-07-23
0012012-01-01GAIL LUU2013-07-18 EDWARD BARTON2013-07-18
0012011-01-01KEVIN OMILIAK
0012010-01-01KEVIN OMILIAK KEVIN OMILIAK2011-07-25
0012009-01-01KEVIN OMILIAK KEVIN OMILIAK2010-06-29

Plan Statistics for G2 WEB SERVICES RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for G2 WEB SERVICES RETIREMENT SAVINGS PLAN

Measure Date Value
2017: G2 WEB SERVICES RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01143
Total number of active participants reported on line 7a of the Form 55002017-01-010
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0114
Total of all active and inactive participants2017-01-0114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0114
Number of participants with account balances2017-01-0114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: G2 WEB SERVICES RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01140
Total number of active participants reported on line 7a of the Form 55002016-01-0188
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0155
Total of all active and inactive participants2016-01-01143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01143
Number of participants with account balances2016-01-01137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: G2 WEB SERVICES RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01122
Total number of active participants reported on line 7a of the Form 55002015-01-0190
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0150
Total of all active and inactive participants2015-01-01140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01140
Number of participants with account balances2015-01-01132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2011: G2 WEB SERVICES RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0162
Total number of active participants reported on line 7a of the Form 55002011-01-0180
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-017
Total of all active and inactive participants2011-01-0187
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0187
Number of participants with account balances2011-01-0165
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-015
2010: G2 WEB SERVICES RETIREMENT SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0153
Total number of active participants reported on line 7a of the Form 55002010-01-0162
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-010
Total of all active and inactive participants2010-01-0162
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-0162
Number of participants with account balances2010-01-0134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: G2 WEB SERVICES RETIREMENT SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0131
Total number of active participants reported on line 7a of the Form 55002009-01-0153
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-0153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0153
Number of participants with account balances2009-01-0129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on G2 WEB SERVICES RETIREMENT SAVINGS PLAN

Measure Date Value
2017 : G2 WEB SERVICES RETIREMENT SAVINGS PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$1,853,068
Total of all expenses incurred2017-12-31$5,578,004
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$5,561,190
Value of total corrective distributions2017-12-31$9,371
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,110,190
Value of total assets at end of year2017-12-31$394,926
Value of total assets at beginning of year2017-12-31$4,119,862
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$7,443
Total interest from all sources2017-12-31$329
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2017-12-31$0
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$400,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$393,745
Participant contributions at end of year2017-12-31$8,673
Participant contributions at beginning of year2017-12-31$10,088
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$21,639
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$506,362
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$-3,724,936
Value of net assets at end of year (total assets less liabilities)2017-12-31$394,926
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$4,119,862
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in pooled separate accounts at end of year2017-12-31$343,153
Value of interest in pooled separate accounts at beginning of year2017-12-31$3,951,153
Interest on participant loans2017-12-31$329
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$43,100
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$125,560
Net investment gain/loss from pooled separate accounts2017-12-31$742,549
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$210,083
Employer contributions (assets) at end of year2017-12-31$0
Employer contributions (assets) at beginning of year2017-12-31$11,422
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$5,561,190
Contract administrator fees2017-12-31$7,443
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31PETERSON SULLIVAN LLP
Accountancy firm EIN2017-12-31910605875
2016 : G2 WEB SERVICES RETIREMENT SAVINGS PLAN 2016 401k financial data
Total transfer of assets to this plan2016-12-31$0
Total income from all sources (including contributions)2016-12-31$1,158,055
Total of all expenses incurred2016-12-31$536,542
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$534,264
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$866,926
Value of total assets at end of year2016-12-31$4,119,862
Value of total assets at beginning of year2016-12-31$3,498,349
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$2,278
Total interest from all sources2016-12-31$435
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$400,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$555,755
Participant contributions at end of year2016-12-31$10,088
Participant contributions at end of year2016-12-31$21,639
Participant contributions at beginning of year2016-12-31$70
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$621,513
Value of net assets at end of year (total assets less liabilities)2016-12-31$4,119,862
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$3,498,349
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in pooled separate accounts at end of year2016-12-31$3,951,153
Value of interest in pooled separate accounts at beginning of year2016-12-31$3,449,110
Interest on participant loans2016-12-31$435
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$125,560
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$49,099
Net investment gain/loss from pooled separate accounts2016-12-31$290,694
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$311,171
Employer contributions (assets) at end of year2016-12-31$11,422
Employer contributions (assets) at beginning of year2016-12-31$70
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$534,264
Contract administrator fees2016-12-31$2,278
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31PETERSON SULLIVAN LLP
Accountancy firm EIN2016-12-31910605875
2015 : G2 WEB SERVICES RETIREMENT SAVINGS PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$871,981
Total of all expenses incurred2015-12-31$302,033
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$302,033
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,006,153
Value of total assets at end of year2015-12-31$3,498,349
Value of total assets at beginning of year2015-12-31$2,928,401
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$300,000
If this is an individual account plan, was there a blackout period2015-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$581,611
Participant contributions at end of year2015-12-31$70
Participant contributions at beginning of year2015-12-31$12,828
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$97,113
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$569,948
Value of net assets at end of year (total assets less liabilities)2015-12-31$3,498,349
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$2,928,401
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in pooled separate accounts at end of year2015-12-31$3,449,110
Value of interest in pooled separate accounts at beginning of year2015-12-31$2,895,020
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$11,406
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$11,406
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$49,099
Net investment gain/loss from pooled separate accounts2015-12-31$-134,172
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$327,429
Employer contributions (assets) at end of year2015-12-31$70
Employer contributions (assets) at beginning of year2015-12-31$9,147
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$302,033
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31Yes
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31PETERSON SULLIVAN LLP
Accountancy firm EIN2015-12-31910605875
2011 : G2 WEB SERVICES RETIREMENT SAVINGS PLAN 2011 401k financial data
Transfers to/from the plan2011-12-31$0
Total plan liabilities at end of year2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$295,358
Expenses. Total of all expenses incurred2011-12-31$83,192
Benefits paid (including direct rollovers)2011-12-31$83,192
Total plan assets at end of year2011-12-31$638,579
Total plan assets at beginning of year2011-12-31$426,413
Value of fidelity bond covering the plan2011-12-31$100,000
Total contributions received or receivable from participants2011-12-31$232,851
Expenses. Other expenses not covered elsewhere2011-12-31$0
Contributions received from other sources (not participants or employers)2011-12-31$32,954
Other income received2011-12-31$-24,702
Noncash contributions received2011-12-31$0
Net income (gross income less expenses)2011-12-31$212,166
Net plan assets at end of year (total assets less liabilities)2011-12-31$638,579
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$426,413
Total contributions received or receivable from employer(s)2011-12-31$54,255
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$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : G2 WEB SERVICES RETIREMENT SAVINGS PLAN 2010 401k financial data
Transfers to/from the plan2010-12-31$0
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$253,198
Expenses. Total of all expenses incurred2010-12-31$18,229
Benefits paid (including direct rollovers)2010-12-31$18,229
Total plan assets at end of year2010-12-31$426,413
Total plan assets at beginning of year2010-12-31$191,444
Value of fidelity bond covering the plan2010-12-31$50,000
Total contributions received or receivable from participants2010-12-31$204,828
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$48,370
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$234,969
Net plan assets at end of year (total assets less liabilities)2010-12-31$426,413
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$191,444
Total contributions received or receivable from employer(s)2010-12-31$0
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : G2 WEB SERVICES RETIREMENT SAVINGS PLAN 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 G2 WEB SERVICES RETIREMENT SAVINGS PLAN

2017: G2 WEB SERVICES RETIREMENT SAVINGS PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: G2 WEB SERVICES RETIREMENT SAVINGS PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
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: G2 WEB SERVICES RETIREMENT SAVINGS PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2011: G2 WEB SERVICES RETIREMENT SAVINGS PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: G2 WEB SERVICES RETIREMENT SAVINGS PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: G2 WEB SERVICES RETIREMENT SAVINGS PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number806515-000
Policy instance 1
Insurance contract or identification number806515-000
Number of Individuals Covered15
Total amount of commissions paid to insurance brokerUSD $12,326
Total amount of fees paid to insurance companyUSD $7,442
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 BrokerUSD $12,326
Insurance broker organization code?3
Amount paid for insurance broker fees7442
Additional information about fees paid to insurance brokerRECORDKEEPING
Insurance broker nameHUNNEX AND SHOEMAKER INC
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number806515-0000
Policy instance 1
Insurance contract or identification number806515-0000
Number of Individuals Covered132
Total amount of commissions paid to insurance brokerUSD $17,883
Commission paid to Insurance BrokerUSD $17,883
Insurance broker organization code?3
Insurance broker nameFINANCIAL SERVICES INT'L CORP
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number808217
Policy instance 2
Insurance contract or identification number808217
Number of Individuals Covered0
Total amount of commissions paid to insurance brokerUSD $7,978
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 BrokerUSD $7,978
Insurance broker organization code?3
Insurance broker nameFINANCIAL SERVICES INTERNATIONAL CO
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number709793
Policy instance 1
Insurance contract or identification number709793
Number of Individuals Covered64
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $2,294
Total amount of fees paid to insurance companyUSD $1,047
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number709793
Policy instance 1
Insurance contract or identification number709793
Number of Individuals Covered35
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $1,522
Total amount of fees paid to insurance companyUSD $448
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $764
Insurance broker organization code?3
Amount paid for insurance broker fees448
Additional information about fees paid to insurance brokerREFERRAL SERVICE FEE
Insurance broker name1717 BROKERAGE SERVICES INC

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