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GERALD W. UPTON, D.D.S, M.S., PH.D., P.A. PROFIT SHARING PLAN 401k Plan overview

Plan NameGERALD W. UPTON, D.D.S, M.S., PH.D., P.A. PROFIT SHARING PLAN
Plan identification number 001

GERALD W. UPTON, D.D.S, M.S., PH.D., P.A. 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
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • 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

GERALD W. UPTON, D.D.S., M.S., PH.D . has sponsored the creation of one or more 401k plans.

Company Name:GERALD W. UPTON, D.D.S., M.S., PH.D .
Employer identification number (EIN):204703464
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GERALD W. UPTON, D.D.S, M.S., PH.D., P.A. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01GERALD W. UPTON2023-07-17 GERALD W UPTON, DDS MS PHD2023-07-17
0012021-01-01GERALD UPTON2022-05-06 GERALD UPTON2022-05-06
0012020-01-01GERALD W. UPTON,DDS MS, PHD2021-06-04 GERALD UPTON2021-06-04
0012019-01-01GERALD W UPTON2020-07-07 GERALD W UPTON2020-07-07
0012018-01-01GERALD W. UPTON2019-05-24 GEREALD W. UPTON2019-05-24
0012017-01-01GERALD W. UPTON
0012016-01-01GERALD W. UPTON
0012015-01-01GERALD W. UPTON
0012014-01-01GERALD W UPTON DDSMSPHD GERALD W UPTON DDSMSPHD2015-10-15
0012013-01-01GERALD W UPTON GERALD W UPTON2014-10-13
0012012-01-01GERALD W UPTON GERALD W UPTON2013-07-19

Plan Statistics for GERALD W. UPTON, D.D.S, M.S., PH.D., P.A. PROFIT SHARING PLAN

401k plan membership statisitcs for GERALD W. UPTON, D.D.S, M.S., PH.D., P.A. PROFIT SHARING PLAN

Measure Date Value
2017: GERALD W. UPTON, D.D.S, M.S., PH.D., P.A. PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-014
Total number of active participants reported on line 7a of the Form 55002017-01-013
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-013
Number of participants with account balances2017-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: GERALD W. UPTON, D.D.S, M.S., PH.D., P.A. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-014
Total number of active participants reported on line 7a of the Form 55002016-01-013
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-011
Total of all active and inactive participants2016-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-014
Number of participants with account balances2016-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: GERALD W. UPTON, D.D.S, M.S., PH.D., P.A. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-014
Total number of active participants reported on line 7a of the Form 55002015-01-014
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-014
Number of participants with account balances2015-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: GERALD W. UPTON, D.D.S, M.S., PH.D., P.A. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-014
Total number of active participants reported on line 7a of the Form 55002014-01-014
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-014
Number of participants with account balances2014-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: GERALD W. UPTON, D.D.S, M.S., PH.D., P.A. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-014
Total number of active participants reported on line 7a of the Form 55002013-01-014
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-014
Number of participants with account balances2013-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: GERALD W. UPTON, D.D.S, M.S., PH.D., P.A. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-014
Total number of active participants reported on line 7a of the Form 55002012-01-014
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-014
Number of participants with account balances2012-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010

Financial Data on GERALD W. UPTON, D.D.S, M.S., PH.D., P.A. PROFIT SHARING PLAN

Measure Date Value
2017 : GERALD W. UPTON, D.D.S, M.S., PH.D., P.A. 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$140,880
Expenses. Total of all expenses incurred2017-12-31$230,704
Benefits paid (including direct rollovers)2017-12-31$212,522
Total plan assets at end of year2017-12-31$1,173,964
Total plan assets at beginning of year2017-12-31$1,263,788
Value of fidelity bond covering the plan2017-12-31$200,000
Total contributions received or receivable from participants2017-12-31$0
Expenses. Other expenses not covered elsewhere2017-12-31$1,875
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$140,880
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$-89,824
Net plan assets at end of year (total assets less liabilities)2017-12-31$1,173,964
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$1,263,788
Assets. Value of assets in partnership/joint-venture interests2017-12-31$7,830
Total contributions received or receivable from employer(s)2017-12-31$0
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$16,307
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : GERALD W. UPTON, D.D.S, M.S., PH.D., P.A. 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$18,813
Expenses. Total of all expenses incurred2016-12-31$73,901
Benefits paid (including direct rollovers)2016-12-31$0
Total plan assets at end of year2016-12-31$1,263,788
Total plan assets at beginning of year2016-12-31$1,318,876
Value of fidelity bond covering the plan2016-12-31$200,000
Total contributions received or receivable from participants2016-12-31$0
Expenses. Other expenses not covered elsewhere2016-12-31$5,625
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$18,813
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$-55,088
Net plan assets at end of year (total assets less liabilities)2016-12-31$1,263,788
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$1,318,876
Assets. Value of assets in partnership/joint-venture interests2016-12-31$7,404
Total contributions received or receivable from employer(s)2016-12-31$0
Value of certain deemed distributions of participant loans2016-12-31$51,241
Value of corrective distributions2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$17,035
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : GERALD W. UPTON, D.D.S, M.S., PH.D., P.A. 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$0
Total income from all sources2015-12-31$-11,890
Expenses. Total of all expenses incurred2015-12-31$16,126
Benefits paid (including direct rollovers)2015-12-31$0
Total plan assets at end of year2015-12-31$1,318,876
Total plan assets at beginning of year2015-12-31$1,346,892
Total contributions received or receivable from participants2015-12-31$0
Expenses. Other expenses not covered elsewhere2015-12-31$1,875
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$-11,890
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$-28,016
Net plan assets at end of year (total assets less liabilities)2015-12-31$1,318,876
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$1,346,892
Assets. Value of participant loans2015-12-31$51,240
Assets. Value of assets in partnership/joint-venture interests2015-12-31$5,358
Total contributions received or receivable from employer(s)2015-12-31$0
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$14,251
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : GERALD W. UPTON, D.D.S, M.S., PH.D., P.A. 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$18,340
Expenses. Total of all expenses incurred2014-12-31$19,894
Benefits paid (including direct rollovers)2014-12-31$0
Total plan assets at end of year2014-12-31$1,346,892
Total plan assets at beginning of year2014-12-31$1,348,446
Total contributions received or receivable from participants2014-12-31$0
Expenses. Other expenses not covered elsewhere2014-12-31$5,625
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$18,340
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$-1,554
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,346,892
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,348,446
Assets. Value of participant loans2014-12-31$50,000
Assets. Value of real-estate (other than employer real property)2014-12-31$5,358
Total contributions received or receivable from employer(s)2014-12-31$0
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$14,269
2013 : GERALD W. UPTON, D.D.S, M.S., PH.D., P.A. 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$217,812
Expenses. Total of all expenses incurred2013-12-31$17,015
Benefits paid (including direct rollovers)2013-12-31$0
Total plan assets at end of year2013-12-31$1,348,446
Total plan assets at beginning of year2013-12-31$1,147,649
Total contributions received or receivable from participants2013-12-31$0
Expenses. Other expenses not covered elsewhere2013-12-31$3,750
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$217,812
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$200,797
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,348,446
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,147,649
Total contributions received or receivable from employer(s)2013-12-31$0
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$13,265
2012 : GERALD W. UPTON, D.D.S, M.S., PH.D., P.A. 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$149,800
Expenses. Total of all expenses incurred2012-12-31$12,083
Benefits paid (including direct rollovers)2012-12-31$0
Total plan assets at end of year2012-12-31$1,147,649
Total plan assets at beginning of year2012-12-31$1,009,932
Value of fidelity bond covering the plan2012-12-31$150,000
Total contributions received or receivable from participants2012-12-31$0
Expenses. Other expenses not covered elsewhere2012-12-31$0
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$149,800
Noncash contributions received2012-12-31$0
Net income (gross income less expenses)2012-12-31$137,717
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,147,649
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,009,932
Assets. Value of assets in partnership/joint-venture interests2012-12-31$5,532
Total contributions received or receivable from employer(s)2012-12-31$0
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$12,083

Form 5500 Responses for GERALD W. UPTON, D.D.S, M.S., PH.D., P.A. PROFIT SHARING PLAN

2017: GERALD W. UPTON, D.D.S, M.S., PH.D., P.A. 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: GERALD W. UPTON, D.D.S, M.S., PH.D., P.A. 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: GERALD W. UPTON, D.D.S, M.S., PH.D., P.A. 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
2014: GERALD W. UPTON, D.D.S, M.S., PH.D., P.A. PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: GERALD W. UPTON, D.D.S, M.S., PH.D., P.A. PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: GERALD W. UPTON, D.D.S, M.S., PH.D., P.A. PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

LINCOLN LIFE AND ANNUITY CO OF NY (National Association of Insurance Commissioners NAIC id number: 62057 )
Policy contract numberE00050687000000
Policy instance 1
Insurance contract or identification numberE00050687000000
Number of Individuals Covered1
Insurance policy start date2016-12-19
Insurance policy end date2017-12-18
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?1
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
LINCOLN LIFE AND ANNUITY CO OF NY (National Association of Insurance Commissioners NAIC id number: 62057 )
Policy contract numberE00050687000000
Policy instance 1
Insurance contract or identification numberE00050687000000
Number of Individuals Covered1
Insurance policy start date2014-12-19
Insurance policy end date2015-12-18
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
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
ING LIFE INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number
Policy instance 1
Insurance policy start date2013-12-19
Insurance policy end date2014-12-18
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
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
ING LIFE INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract numberU1279709
Policy instance 1
Insurance contract or identification numberU1279709
Insurance policy start date2012-12-19
Insurance policy end date2013-12-18
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
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
ING LIFE INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract numberU1279709
Policy instance 1
Insurance contract or identification numberU1279709
Number of Individuals Covered1
Insurance policy start date2011-12-19
Insurance policy end date2012-12-18
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
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

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