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NEW JERSEY LIFE & CASUALTY ASSOCIATES EMPLOYEES' 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameNEW JERSEY LIFE & CASUALTY ASSOCIATES EMPLOYEES' 401(K) PROFIT SHARING PLAN
Plan identification number 002

NEW JERSEY LIFE & CASUALTY ASSOCIATES EMPLOYEES' 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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.
  • Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

NEW JERSEY LIFE & CASUALTY ASSOCIATES, LLC has sponsored the creation of one or more 401k plans.

Company Name:NEW JERSEY LIFE & CASUALTY ASSOCIATES, LLC
Employer identification number (EIN):204527503
NAIC Classification:524210
NAIC Description:Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NEW JERSEY LIFE & CASUALTY ASSOCIATES EMPLOYEES' 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01NOREEN YAP2024-03-25
0022022-01-01
0022022-01-01NOREEN YAP
0022021-01-01
0022021-01-01NOREEN YAP
0022020-01-01
0022020-01-01
0022019-01-01
0022018-01-01NOREEN YAP
0022017-01-01NOREEN YAP
0022016-01-01NOREEN YAP
0022015-01-01NOREEN YAP
0022014-01-01NOREEN YAP2015-07-06
0022013-01-01DAVID B. MALKIN2014-07-17
0022012-01-01DAVID B. MALKIN2013-10-08 DAVID B. MALKIN2013-10-08
0022011-01-01DAVID B. MALKIN2012-08-28 DAVID B. MALKIN2012-08-28
0022010-01-01DAVID B. MALKIN2011-10-29 DAVID B. MALKIN2011-10-29

Financial Data on NEW JERSEY LIFE & CASUALTY ASSOCIATES EMPLOYEES' 401(K) PROFIT SHARING PLAN

Measure Date Value
2025 : NEW JERSEY LIFE & CASUALTY ASSOCIATES EMPLOYEES' 401(K) PROFIT SHARING PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-03-040
Total liabilities as of the end of the plan year2025-03-040
Total liabilities as of the beginning of the plan year2025-03-040
Total expenses incurred by plan in this plan year2025-03-041357034
Net assets as of the end of the plan year2025-03-043521942
Total assets as of the beginning of the plan year2025-03-044194871
Value of plan covered by a fidelity bond2025-03-041000000
Participant contributions to plan in this plan year2025-03-04139561
Value of participant loans at end of plan year2025-03-0443011
Other expenses paid from plan in this plan year2025-03-040
Other contributions to plan in this plan year2025-03-040
Other income to plan in this plan year2025-03-04452957
Plan net income in this plan year2025-03-04-672929
Net assets as of the end of the plan year2025-03-043521942
Net assets as of the beginning of the plan year2025-03-044194871
Employer contributions to plan in this plan year2025-03-0491587
Fees paid to broker by Benefit Provider2025-03-04804
Expensese paid to adminstrative service provicers from plan in this plan year2025-03-047136
2024 : NEW JERSEY LIFE & CASUALTY ASSOCIATES EMPLOYEES' 401(K) PROFIT SHARING PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-03-250
Total liabilities as of the end of the plan year2024-03-250
Total liabilities as of the beginning of the plan year2024-03-250
Total expenses incurred by plan in this plan year2024-03-2522107
Net assets as of the end of the plan year2024-03-254194871
Total assets as of the beginning of the plan year2024-03-253479447
Value of plan covered by a fidelity bond2024-03-251000000
Participant contributions to plan in this plan year2024-03-25132857
Value of participant loans at end of plan year2024-03-2542863
Other expenses paid from plan in this plan year2024-03-250
Other contributions to plan in this plan year2024-03-250
Other income to plan in this plan year2024-03-25520057
Plan net income in this plan year2024-03-25715424
Net assets as of the end of the plan year2024-03-254194871
Net assets as of the beginning of the plan year2024-03-253479447
Employer contributions to plan in this plan year2024-03-2584617
Fees paid to broker by Benefit Provider2024-03-25804
Expensese paid to adminstrative service provicers from plan in this plan year2024-03-256454
2022 : NEW JERSEY LIFE & CASUALTY ASSOCIATES EMPLOYEES' 401(K) PROFIT SHARING PLAN 2022 401k financial data
Transfers to/from the plan2022-12-31$0
Total plan liabilities at end of year2022-12-31$0
Total plan liabilities at beginning of year2022-12-31$0
Total income from all sources2022-12-31$-1,395,740
Expenses. Total of all expenses incurred2022-12-31$4,315,971
Benefits paid (including direct rollovers)2022-12-31$4,306,096
Total plan assets at end of year2022-12-31$3,479,447
Total plan assets at beginning of year2022-12-31$9,191,158
Value of fidelity bond covering the plan2022-12-31$1,000,000
Total contributions received or receivable from participants2022-12-31$124,166
Expenses. Other expenses not covered elsewhere2022-12-31$0
Contributions received from other sources (not participants or employers)2022-12-31$0
Other income received2022-12-31$-1,608,384
Noncash contributions received2022-12-31$0
Net income (gross income less expenses)2022-12-31$-5,711,711
Net plan assets at end of year (total assets less liabilities)2022-12-31$3,479,447
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$9,191,158
Assets. Value of participant loans2022-12-31$49,418
Total contributions received or receivable from employer(s)2022-12-31$88,478
Value of certain deemed distributions of participant loans2022-12-31$0
Value of corrective distributions2022-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$9,875
2021 : NEW JERSEY LIFE & CASUALTY ASSOCIATES EMPLOYEES' 401(K) PROFIT SHARING PLAN 2021 401k financial data
Transfers to/from the plan2021-12-31$0
Total plan liabilities at end of year2021-12-31$0
Total plan liabilities at beginning of year2021-12-31$0
Total income from all sources2021-12-31$815,494
Expenses. Total of all expenses incurred2021-12-31$13,220
Benefits paid (including direct rollovers)2021-12-31$447
Total plan assets at end of year2021-12-31$9,191,158
Total plan assets at beginning of year2021-12-31$8,388,884
Value of fidelity bond covering the plan2021-12-31$1,000,000
Total contributions received or receivable from participants2021-12-31$119,212
Expenses. Other expenses not covered elsewhere2021-12-31$0
Contributions received from other sources (not participants or employers)2021-12-31$0
Other income received2021-12-31$599,077
Noncash contributions received2021-12-31$0
Net income (gross income less expenses)2021-12-31$802,274
Net plan assets at end of year (total assets less liabilities)2021-12-31$9,191,158
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$8,388,884
Assets. Value of participant loans2021-12-31$35,513
Total contributions received or receivable from employer(s)2021-12-31$97,205
Value of certain deemed distributions of participant loans2021-12-31$0
Value of corrective distributions2021-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$12,773
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
2020 : NEW JERSEY LIFE & CASUALTY ASSOCIATES EMPLOYEES' 401(K) PROFIT SHARING PLAN 2020 401k financial data
Transfers to/from the plan2020-12-31$0
Total plan liabilities at end of year2020-12-31$0
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$1,180,244
Expenses. Total of all expenses incurred2020-12-31$15,816
Benefits paid (including direct rollovers)2020-12-31$3,744
Total plan assets at end of year2020-12-31$8,388,884
Total plan assets at beginning of year2020-12-31$7,224,456
Value of fidelity bond covering the plan2020-12-31$1,000,000
Total contributions received or receivable from participants2020-12-31$90,507
Expenses. Other expenses not covered elsewhere2020-12-31$0
Contributions received from other sources (not participants or employers)2020-12-31$0
Other income received2020-12-31$1,017,022
Noncash contributions received2020-12-31$0
Net income (gross income less expenses)2020-12-31$1,164,428
Net plan assets at end of year (total assets less liabilities)2020-12-31$8,388,884
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$7,224,456
Assets. Value of participant loans2020-12-31$37,328
Total contributions received or receivable from employer(s)2020-12-31$72,715
Value of certain deemed distributions of participant loans2020-12-31$0
Value of corrective distributions2020-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$12,072
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
2019 : NEW JERSEY LIFE & CASUALTY ASSOCIATES EMPLOYEES' 401(K) PROFIT SHARING PLAN 2019 401k financial data
Transfers to/from the plan2019-12-31$0
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$1,380,082
Expenses. Total of all expenses incurred2019-12-31$82,568
Benefits paid (including direct rollovers)2019-12-31$21,974
Total plan assets at end of year2019-12-31$7,224,456
Total plan assets at beginning of year2019-12-31$5,926,942
Value of fidelity bond covering the plan2019-12-31$1,000,000
Total contributions received or receivable from participants2019-12-31$105,950
Expenses. Other expenses not covered elsewhere2019-12-31$0
Contributions received from other sources (not participants or employers)2019-12-31$0
Other income received2019-12-31$1,209,029
Noncash contributions received2019-12-31$0
Net income (gross income less expenses)2019-12-31$1,297,514
Net plan assets at end of year (total assets less liabilities)2019-12-31$7,224,456
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$5,926,942
Assets. Value of participant loans2019-12-31$60,071
Total contributions received or receivable from employer(s)2019-12-31$65,103
Value of certain deemed distributions of participant loans2019-12-31$51,435
Value of corrective distributions2019-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$9,159
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018 : NEW JERSEY LIFE & CASUALTY ASSOCIATES EMPLOYEES' 401(K) PROFIT SHARING PLAN 2018 401k financial data
Transfers to/from the plan2018-12-31$0
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$-182,949
Expenses. Total of all expenses incurred2018-12-31$231,327
Benefits paid (including direct rollovers)2018-12-31$222,215
Total plan assets at end of year2018-12-31$5,926,942
Total plan assets at beginning of year2018-12-31$6,341,218
Value of fidelity bond covering the plan2018-12-31$1,000,000
Total contributions received or receivable from participants2018-12-31$107,407
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$0
Other income received2018-12-31$-355,722
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$-414,276
Net plan assets at end of year (total assets less liabilities)2018-12-31$5,926,942
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$6,341,218
Assets. Value of participant loans2018-12-31$16,539
Total contributions received or receivable from employer(s)2018-12-31$65,366
Value of certain deemed distributions of participant loans2018-12-31$0
Value of corrective distributions2018-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$9,112
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : NEW JERSEY LIFE & CASUALTY ASSOCIATES EMPLOYEES' 401(K) PROFIT SHARING PLAN 2017 401k financial data
Transfers to/from the plan2017-12-31$0
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$1,069,352
Expenses. Total of all expenses incurred2017-12-31$249,885
Benefits paid (including direct rollovers)2017-12-31$241,352
Total plan assets at end of year2017-12-31$6,341,218
Total plan assets at beginning of year2017-12-31$5,521,751
Value of fidelity bond covering the plan2017-12-31$1,000,000
Total contributions received or receivable from participants2017-12-31$106,796
Expenses. Other expenses not covered elsewhere2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$895,946
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$819,467
Net plan assets at end of year (total assets less liabilities)2017-12-31$6,341,218
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$5,521,751
Assets. Value of participant loans2017-12-31$12,097
Total contributions received or receivable from employer(s)2017-12-31$66,610
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$8,533
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : NEW JERSEY LIFE & CASUALTY ASSOCIATES EMPLOYEES' 401(K) PROFIT SHARING PLAN 2016 401k financial data
Transfers to/from the plan2016-12-31$0
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$510,265
Expenses. Total of all expenses incurred2016-12-31$229,714
Benefits paid (including direct rollovers)2016-12-31$220,374
Total plan assets at end of year2016-12-31$5,521,751
Total plan assets at beginning of year2016-12-31$5,241,200
Value of fidelity bond covering the plan2016-12-31$1,000,000
Total contributions received or receivable from participants2016-12-31$101,905
Expenses. Other expenses not covered elsewhere2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$1,512
Other income received2016-12-31$335,004
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$280,551
Net plan assets at end of year (total assets less liabilities)2016-12-31$5,521,751
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$5,241,200
Assets. Value of participant loans2016-12-31$6,393
Total contributions received or receivable from employer(s)2016-12-31$71,844
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$9,340
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : NEW JERSEY LIFE & CASUALTY ASSOCIATES EMPLOYEES' 401(K) PROFIT SHARING PLAN 2015 401k financial data
Transfers to/from the plan2015-12-31$318,536
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$86,524
Expenses. Total of all expenses incurred2015-12-31$505,884
Benefits paid (including direct rollovers)2015-12-31$505,643
Total plan assets at end of year2015-12-31$5,241,200
Total plan assets at beginning of year2015-12-31$5,342,024
Value of fidelity bond covering the plan2015-12-31$1,000,000
Total contributions received or receivable from participants2015-12-31$108,027
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$-89,176
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$-419,360
Net plan assets at end of year (total assets less liabilities)2015-12-31$5,241,200
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$5,342,024
Assets. Value of participant loans2015-12-31$0
Total contributions received or receivable from employer(s)2015-12-31$67,673
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$241
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0

Form 5500 Responses for NEW JERSEY LIFE & CASUALTY ASSOCIATES EMPLOYEES' 401(K) PROFIT SHARING PLAN

2022: NEW JERSEY LIFE & CASUALTY ASSOCIATES EMPLOYEES' 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: NEW JERSEY LIFE & CASUALTY ASSOCIATES EMPLOYEES' 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: NEW JERSEY LIFE & CASUALTY ASSOCIATES EMPLOYEES' 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: NEW JERSEY LIFE & CASUALTY ASSOCIATES EMPLOYEES' 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: NEW JERSEY LIFE & CASUALTY ASSOCIATES EMPLOYEES' 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: NEW JERSEY LIFE & CASUALTY ASSOCIATES EMPLOYEES' 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
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: NEW JERSEY LIFE & CASUALTY ASSOCIATES EMPLOYEES' 401(K) PROFIT SHARING PLAN 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 planNo
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: NEW JERSEY LIFE & CASUALTY ASSOCIATES EMPLOYEES' 401(K) PROFIT SHARING PLAN 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 planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number629365
Policy instance 2
Insurance contract or identification number629365
Number of Individuals Covered14
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $786
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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?No
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
JEFFERSON NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 64017 )
Policy contract number4686242
Policy instance 1
Insurance contract or identification number4686242
Number of Individuals Covered0
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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?No
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
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number629365
Policy instance 2
JEFFERSON NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 64017 )
Policy contract number4686242
Policy instance 1
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number629365
Policy instance 3
JEFFERSON NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 64017 )
Policy contract number4686242
Policy instance 2
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number373858-01
Policy instance 1
JEFFERSON NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 64017 )
Policy contract number4686242
Policy instance 2
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number373858-01
Policy instance 1
JEFFERSON NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 64017 )
Policy contract number4686242
Policy instance 2
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number373858-01
Policy instance 1
JEFFERSON NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 64017 )
Policy contract number4686242
Policy instance 2
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number373858-01
Policy instance 1
JEFFERSON NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 64017 )
Policy contract number4686242
Policy instance 2
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number373858-01
Policy instance 1
JEFFERSON NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 64017 )
Policy contract number4686242
Policy instance 2
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number373858-01
Policy instance 1

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