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G. I. OF NORMAN, LLC 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameG. I. OF NORMAN, LLC 401(K) PROFIT SHARING PLAN
Plan identification number 001

G. I. OF NORMAN, LLC 401(K) PROFIT SHARING 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.
  • 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

G. I. OF NORMAN, LLC has sponsored the creation of one or more 401k plans.

Company Name:G. I. OF NORMAN, LLC
Employer identification number (EIN):203657447
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan G. I. OF NORMAN, LLC 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012020-01-01MELISSA KEPNER2020-12-09
0012019-01-01
0012018-01-01
0012017-01-01CAROLINE M. JEFFREYS
0012016-01-01CAROLINE M. JEFFREYS
0012015-01-01CAROLINE M. JEFFREYS
0012014-01-01CAROLINE M. JEFFREYS
0012013-01-01CAROLINE M. JEFFREYS
0012012-01-01CAROLINE M. JEFFREYS
0012011-01-01CAROLINE M. JEFFREYS
0012009-01-01CAROLINE M. JEFFREYS

Plan Statistics for G. I. OF NORMAN, LLC 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for G. I. OF NORMAN, LLC 401(K) PROFIT SHARING PLAN

Measure Date Value
2019: G. I. OF NORMAN, LLC 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0153
Total number of active participants reported on line 7a of the Form 55002019-01-010
Number of retired or separated participants receiving benefits2019-01-013
Number of other retired or separated participants entitled to future benefits2019-01-0134
Total of all active and inactive participants2019-01-0137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0137
Number of participants with account balances2019-01-0137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-013
2018: G. I. OF NORMAN, LLC 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0161
Total number of active participants reported on line 7a of the Form 55002018-01-0138
Number of retired or separated participants receiving benefits2018-01-012
Number of other retired or separated participants entitled to future benefits2018-01-0115
Total of all active and inactive participants2018-01-0155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0155
Number of participants with account balances2018-01-0152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-014
2017: G. I. OF NORMAN, LLC 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0151
Total number of active participants reported on line 7a of the Form 55002017-01-0135
Number of retired or separated participants receiving benefits2017-01-011
Number of other retired or separated participants entitled to future benefits2017-01-0119
Total of all active and inactive participants2017-01-0155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0155
Number of participants with account balances2017-01-0150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-015
2016: G. I. OF NORMAN, LLC 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0153
Total number of active participants reported on line 7a of the Form 55002016-01-0137
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0112
Total of all active and inactive participants2016-01-0149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0149
Number of participants with account balances2016-01-0144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-012
2015: G. I. OF NORMAN, LLC 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0149
Total number of active participants reported on line 7a of the Form 55002015-01-0130
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0115
Total of all active and inactive participants2015-01-0145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-0146
Number of participants with account balances2015-01-0145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-013
2014: G. I. OF NORMAN, LLC 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0145
Total number of active participants reported on line 7a of the Form 55002014-01-0130
Number of retired or separated participants receiving benefits2014-01-015
Number of other retired or separated participants entitled to future benefits2014-01-0111
Total of all active and inactive participants2014-01-0146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-0147
Number of participants with account balances2014-01-0145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-015
2013: G. I. OF NORMAN, LLC 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0134
Total number of active participants reported on line 7a of the Form 55002013-01-0127
Number of retired or separated participants receiving benefits2013-01-015
Number of other retired or separated participants entitled to future benefits2013-01-018
Total of all active and inactive participants2013-01-0140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-0141
Number of participants with account balances2013-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: G. I. OF NORMAN, LLC 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0126
Total number of active participants reported on line 7a of the Form 55002012-01-0125
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-015
Total of all active and inactive participants2012-01-0130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0130
Number of participants with account balances2012-01-0130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-014
2011: G. I. OF NORMAN, LLC 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0120
Total number of active participants reported on line 7a of the Form 55002011-01-0115
Number of retired or separated participants receiving benefits2011-01-011
Number of other retired or separated participants entitled to future benefits2011-01-015
Total of all active and inactive participants2011-01-0121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0121
Number of participants with account balances2011-01-0121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-012
2009: G. I. OF NORMAN, LLC 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0116
Total number of active participants reported on line 7a of the Form 55002009-01-0113
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-013
Total of all active and inactive participants2009-01-0116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0116
Number of participants with account balances2009-01-0116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on G. I. OF NORMAN, LLC 401(K) PROFIT SHARING PLAN

Measure Date Value
2019 : G. I. OF NORMAN, LLC 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$1,065,217
Expenses. Total of all expenses incurred2019-12-31$2,081,715
Benefits paid (including direct rollovers)2019-12-31$2,081,715
Total plan assets at end of year2019-12-31$3,497,116
Total plan assets at beginning of year2019-12-31$4,513,614
Value of fidelity bond covering the plan2019-12-31$400,000
Total contributions received or receivable from participants2019-12-31$135,500
Other income received2019-12-31$812,599
Net income (gross income less expenses)2019-12-31$-1,016,498
Net plan assets at end of year (total assets less liabilities)2019-12-31$3,497,116
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$4,513,614
Assets. Value of participant loans2019-12-31$41,438
Total contributions received or receivable from employer(s)2019-12-31$117,118
2018 : G. I. OF NORMAN, LLC 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$-5,267
Expenses. Total of all expenses incurred2018-12-31$80,425
Benefits paid (including direct rollovers)2018-12-31$80,425
Total plan assets at end of year2018-12-31$4,513,614
Total plan assets at beginning of year2018-12-31$4,599,306
Value of fidelity bond covering the plan2018-12-31$400,000
Total contributions received or receivable from participants2018-12-31$182,801
Contributions received from other sources (not participants or employers)2018-12-31$58,209
Other income received2018-12-31$-399,933
Net income (gross income less expenses)2018-12-31$-85,692
Net plan assets at end of year (total assets less liabilities)2018-12-31$4,513,614
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$4,599,306
Assets. Value of participant loans2018-12-31$52,455
Total contributions received or receivable from employer(s)2018-12-31$153,656
2017 : G. I. OF NORMAN, LLC 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$874,931
Expenses. Total of all expenses incurred2017-12-31$159,622
Benefits paid (including direct rollovers)2017-12-31$159,622
Total plan assets at end of year2017-12-31$4,599,306
Total plan assets at beginning of year2017-12-31$3,883,997
Value of fidelity bond covering the plan2017-12-31$459,931
Total contributions received or receivable from participants2017-12-31$162,475
Other income received2017-12-31$590,952
Net income (gross income less expenses)2017-12-31$715,309
Net plan assets at end of year (total assets less liabilities)2017-12-31$4,599,306
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$3,883,997
Assets. Value of participant loans2017-12-31$40,860
Total contributions received or receivable from employer(s)2017-12-31$121,504
2016 : G. I. OF NORMAN, LLC 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$607,545
Expenses. Total of all expenses incurred2016-12-31$91,537
Benefits paid (including direct rollovers)2016-12-31$91,537
Total plan assets at end of year2016-12-31$3,883,997
Total plan assets at beginning of year2016-12-31$3,367,989
Value of fidelity bond covering the plan2016-12-31$390,000
Total contributions received or receivable from participants2016-12-31$149,242
Contributions received from other sources (not participants or employers)2016-12-31$3,235
Other income received2016-12-31$319,045
Net income (gross income less expenses)2016-12-31$516,008
Net plan assets at end of year (total assets less liabilities)2016-12-31$3,883,997
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$3,367,989
Assets. Value of participant loans2016-12-31$29,205
Total contributions received or receivable from employer(s)2016-12-31$136,023
2015 : G. I. OF NORMAN, LLC 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$202,867
Expenses. Total of all expenses incurred2015-12-31$179,701
Benefits paid (including direct rollovers)2015-12-31$179,701
Total plan assets at end of year2015-12-31$3,367,989
Total plan assets at beginning of year2015-12-31$3,344,823
Value of fidelity bond covering the plan2015-12-31$175,000
Total contributions received or receivable from participants2015-12-31$154,955
Other income received2015-12-31$-83,549
Net income (gross income less expenses)2015-12-31$23,166
Net plan assets at end of year (total assets less liabilities)2015-12-31$3,367,989
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$3,344,823
Assets. Value of participant loans2015-12-31$16,635
Total contributions received or receivable from employer(s)2015-12-31$131,461
2014 : G. I. OF NORMAN, LLC 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$423,823
Expenses. Total of all expenses incurred2014-12-31$48,941
Benefits paid (including direct rollovers)2014-12-31$41,758
Total plan assets at end of year2014-12-31$3,344,823
Total plan assets at beginning of year2014-12-31$2,969,941
Value of fidelity bond covering the plan2014-12-31$125,000
Total contributions received or receivable from participants2014-12-31$111,930
Other income received2014-12-31$141,546
Net income (gross income less expenses)2014-12-31$374,882
Net plan assets at end of year (total assets less liabilities)2014-12-31$3,344,823
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$2,969,941
Assets. Value of participant loans2014-12-31$20,841
Total contributions received or receivable from employer(s)2014-12-31$170,347
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$7,183
2013 : G. I. OF NORMAN, LLC 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$755,906
Expenses. Total of all expenses incurred2013-12-31$7,827
Total plan assets at end of year2013-12-31$2,969,941
Total plan assets at beginning of year2013-12-31$2,221,862
Value of fidelity bond covering the plan2013-12-31$125,000
Total contributions received or receivable from participants2013-12-31$102,216
Contributions received from other sources (not participants or employers)2013-12-31$952
Other income received2013-12-31$461,266
Net income (gross income less expenses)2013-12-31$748,079
Net plan assets at end of year (total assets less liabilities)2013-12-31$2,969,941
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$2,221,862
Assets. Value of participant loans2013-12-31$14,876
Total contributions received or receivable from employer(s)2013-12-31$191,472
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$7,827
2012 : G. I. OF NORMAN, LLC 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total plan liabilities at end of year2012-12-31$0
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$504,088
Expenses. Total of all expenses incurred2012-12-31$4,673
Benefits paid (including direct rollovers)2012-12-31$4,673
Total plan assets at end of year2012-12-31$2,221,862
Total plan assets at beginning of year2012-12-31$1,722,447
Value of fidelity bond covering the plan2012-12-31$125,000
Total contributions received or receivable from participants2012-12-31$92,374
Contributions received from other sources (not participants or employers)2012-12-31$7,910
Other income received2012-12-31$218,705
Net income (gross income less expenses)2012-12-31$499,415
Net plan assets at end of year (total assets less liabilities)2012-12-31$2,221,862
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,722,447
Assets. Value of participant loans2012-12-31$29,962
Total contributions received or receivable from employer(s)2012-12-31$185,099
2011 : G. I. OF NORMAN, LLC 401(K) PROFIT SHARING PLAN 2011 401k financial data
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$160,915
Expenses. Total of all expenses incurred2011-12-31$66,462
Benefits paid (including direct rollovers)2011-12-31$66,462
Total plan assets at end of year2011-12-31$1,722,447
Total plan assets at beginning of year2011-12-31$1,627,994
Value of fidelity bond covering the plan2011-12-31$125,000
Total contributions received or receivable from participants2011-12-31$80,573
Other income received2011-12-31$-74,321
Net income (gross income less expenses)2011-12-31$94,453
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,722,447
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,627,994
Assets. Value of participant loans2011-12-31$34,877
Total contributions received or receivable from employer(s)2011-12-31$154,663
2010 : G. I. OF NORMAN, LLC 401(K) PROFIT SHARING PLAN 2010 401k financial data
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$321,437
Expenses. Total of all expenses incurred2010-12-31$38,937
Benefits paid (including direct rollovers)2010-12-31$38,937
Total plan assets at end of year2010-12-31$1,627,994
Total plan assets at beginning of year2010-12-31$1,345,494
Value of fidelity bond covering the plan2010-12-31$125,000
Total contributions received or receivable from participants2010-12-31$66,927
Other income received2010-12-31$180,800
Net income (gross income less expenses)2010-12-31$282,500
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,627,994
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,345,494
Assets. Value of participant loans2010-12-31$53,316
Total contributions received or receivable from employer(s)2010-12-31$73,710

Form 5500 Responses for G. I. OF NORMAN, LLC 401(K) PROFIT SHARING PLAN

2019: G. I. OF NORMAN, LLC 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: G. I. OF NORMAN, LLC 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: G. I. OF NORMAN, LLC 401(K) PROFIT SHARING 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 - TrustYes
2016: G. I. OF NORMAN, LLC 401(K) PROFIT SHARING 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 - TrustYes
2015: G. I. OF NORMAN, LLC 401(K) PROFIT SHARING 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 - TrustYes
2014: G. I. OF NORMAN, LLC 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: G. I. OF NORMAN, LLC 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: G. I. OF NORMAN, LLC 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: G. I. OF NORMAN, LLC 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: G. I. OF NORMAN, LLC 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – TrustYes
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 numberRM 852561
Policy instance 1
Insurance contract or identification numberRM 852561
Number of Individuals Covered37
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $19,130
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 $16,763
Insurance broker organization code?3
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberRM 852561
Policy instance 1
Insurance contract or identification numberRM 852561
Number of Individuals Covered52
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $17,601
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 $15,575
Insurance broker organization code?3
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberRM 852561
Policy instance 1
Insurance contract or identification numberRM 852561
Number of Individuals Covered50
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $16,510
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 $14,548
Insurance broker organization code?3
Insurance broker nameMARK E. BURSON
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberRM 852561
Policy instance 1
Insurance contract or identification numberRM 852561
Number of Individuals Covered45
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $12,915
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 $11,368
Insurance broker organization code?3
Insurance broker nameMARK E. BURSON
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberRM 852561
Policy instance 1
Insurance contract or identification numberRM 852561
Number of Individuals Covered45
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $13,868
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 $12,148
Insurance broker organization code?3
Insurance broker nameMARK E. BURSON
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberRM 852561
Policy instance 1
Insurance contract or identification numberRM 852561
Number of Individuals Covered41
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $12,744
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 $11,202
Insurance broker organization code?3
Insurance broker nameMARK E. BURSON
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberRM 852561
Policy instance 1
Insurance contract or identification numberRM 852561
Number of Individuals Covered30
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $10,408
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 $9,167
Insurance broker organization code?3
Insurance broker nameMARK E. BURSON
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberRM 852561
Policy instance 1
Insurance contract or identification numberRM 852561
Number of Individuals Covered20
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $10,839
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
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberRM 852561
Policy instance 1
Insurance contract or identification numberRM 852561
Number of Individuals Covered20
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $22,415
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

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