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ALBUQUERQUE WOMEN'S HEALTH, P.C. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameALBUQUERQUE WOMEN'S HEALTH, P.C. 401(K) PROFIT SHARING PLAN
Plan identification number 001

ALBUQUERQUE WOMEN'S HEALTH, P.C. 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.
  • 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.
  • 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.
  • 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

ALBUQUERQUE WOMEN'S HEALTH, P.C. has sponsored the creation of one or more 401k plans.

Company Name:ALBUQUERQUE WOMEN'S HEALTH, P.C.
Employer identification number (EIN):205091136
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ALBUQUERQUE WOMEN'S HEALTH, P.C. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012017-01-01SHERYL GORDON SHERYL GORDON2018-04-06
0012016-01-01ROBERT GORDON ROBERT GORDON2017-09-15
0012015-01-01ROBERT GORDON ROBERT GORDON2016-10-12
0012014-01-01ROBERT GORDON ROBERT GORDON2015-07-23
0012013-01-01ROBERT GORDON ROBERT GORDON2014-06-16
0012012-01-01ROBERT GORDON ROBERT GORDON2013-07-01
0012011-01-01ROBERT A. GORDON, MD ROBERT A. GORDON, MD2012-05-10
0012009-01-01ROBERT GORDON

Plan Statistics for ALBUQUERQUE WOMEN'S HEALTH, P.C. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for ALBUQUERQUE WOMEN'S HEALTH, P.C. 401(K) PROFIT SHARING PLAN

Measure Date Value
2017: ALBUQUERQUE WOMEN'S HEALTH, P.C. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0118
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 benefits2017-01-010
Total of all active and inactive participants2017-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-010
Number of participants with account balances2017-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: ALBUQUERQUE WOMEN'S HEALTH, P.C. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0123
Total number of active participants reported on line 7a of the Form 55002016-01-010
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0118
Total of all active and inactive participants2016-01-0118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0118
Number of participants with account balances2016-01-0118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: ALBUQUERQUE WOMEN'S HEALTH, P.C. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0125
Total number of active participants reported on line 7a of the Form 55002015-01-0117
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-016
Total of all active and inactive participants2015-01-0123
Total participants2015-01-0123
Number of participants with account balances2015-01-0123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-011
2014: ALBUQUERQUE WOMEN'S HEALTH, P.C. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0124
Total number of active participants reported on line 7a of the Form 55002014-01-0115
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-019
Total of all active and inactive participants2014-01-0124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0124
Number of participants with account balances2014-01-0124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-013
2013: ALBUQUERQUE WOMEN'S HEALTH, P.C. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0124
Total number of active participants reported on line 7a of the Form 55002013-01-0116
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-018
Total of all active and inactive participants2013-01-0124
Total participants2013-01-0124
Number of participants with account balances2013-01-0124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-011
2012: ALBUQUERQUE WOMEN'S HEALTH, P.C. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0122
Total number of active participants reported on line 7a of the Form 55002012-01-0122
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 participants2012-01-0122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0122
Number of participants with account balances2012-01-0122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-012
2011: ALBUQUERQUE WOMEN'S HEALTH, P.C. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0121
Total number of active participants reported on line 7a of the Form 55002011-01-0115
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-016
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 balances2011-01-0120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-012
2009: ALBUQUERQUE WOMEN'S HEALTH, P.C. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0110
Total number of active participants reported on line 7a of the Form 55002009-01-019
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-011
Total of all active and inactive participants2009-01-0110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0110
Number of participants with account balances2009-01-0110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on ALBUQUERQUE WOMEN'S HEALTH, P.C. 401(K) PROFIT SHARING PLAN

Measure Date Value
2017 : ALBUQUERQUE WOMEN'S HEALTH, P.C. 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total plan liabilities at end of year2017-09-30$0
Total plan liabilities at beginning of year2017-09-30$0
Total income from all sources2017-09-30$75,670
Expenses. Total of all expenses incurred2017-09-30$2,155,499
Benefits paid (including direct rollovers)2017-09-30$2,150,928
Total plan assets at end of year2017-09-30$0
Total plan assets at beginning of year2017-09-30$2,079,829
Value of fidelity bond covering the plan2017-09-30$590,000
Total contributions received or receivable from participants2017-09-30$0
Assets. Value of loans (other than to participants)2017-09-30$0
Expenses. Other expenses not covered elsewhere2017-09-30$4,571
Contributions received from other sources (not participants or employers)2017-09-30$0
Other income received2017-09-30$75,670
Noncash contributions received2017-09-30$0
Net income (gross income less expenses)2017-09-30$-2,079,829
Net plan assets at end of year (total assets less liabilities)2017-09-30$0
Net plan assets at beginning of year (total assets less liabilities)2017-09-30$2,079,829
Assets. Value of real-estate (other than employer real property)2017-09-30$0
Total contributions received or receivable from employer(s)2017-09-30$0
2016 : ALBUQUERQUE WOMEN'S HEALTH, P.C. 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources2016-12-31$189,799
Expenses. Total of all expenses incurred2016-12-31$607,311
Benefits paid (including direct rollovers)2016-12-31$571,442
Total plan assets at end of year2016-12-31$2,079,829
Total plan assets at beginning of year2016-12-31$2,497,341
Value of fidelity bond covering the plan2016-12-31$590,000
Total contributions received or receivable from participants2016-12-31$58,328
Expenses. Other expenses not covered elsewhere2016-12-31$25,414
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$123,325
Net income (gross income less expenses)2016-12-31$-417,512
Net plan assets at end of year (total assets less liabilities)2016-12-31$2,079,829
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$2,497,341
Assets. Value of participant loans2016-12-31$16,603
Assets. Value of real-estate (other than employer real property)2016-12-31$390,206
Total contributions received or receivable from employer(s)2016-12-31$8,146
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$10,455
2015 : ALBUQUERQUE WOMEN'S HEALTH, P.C. 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$155,554
Expenses. Total of all expenses incurred2015-12-31$81,635
Benefits paid (including direct rollovers)2015-12-31$55,219
Total plan assets at end of year2015-12-31$2,497,341
Total plan assets at beginning of year2015-12-31$2,423,422
Value of fidelity bond covering the plan2015-12-31$590,000
Total contributions received or receivable from participants2015-12-31$76,978
Expenses. Other expenses not covered elsewhere2015-12-31$16,380
Contributions received from other sources (not participants or employers)2015-12-31$6,122
Other income received2015-12-31$22,454
Net income (gross income less expenses)2015-12-31$73,919
Net plan assets at end of year (total assets less liabilities)2015-12-31$2,497,341
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$2,423,422
Assets. Value of participant loans2015-12-31$20,000
Assets. Value of real-estate (other than employer real property)2015-12-31$390,206
Total contributions received or receivable from employer(s)2015-12-31$50,000
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$10,036
2014 : ALBUQUERQUE WOMEN'S HEALTH, P.C. 401(K) PROFIT SHARING PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$9,928
Total income from all sources2014-12-31$321,005
Expenses. Total of all expenses incurred2014-12-31$55,650
Benefits paid (including direct rollovers)2014-12-31$35,009
Total plan assets at end of year2014-12-31$2,423,422
Total plan assets at beginning of year2014-12-31$2,167,995
Value of fidelity bond covering the plan2014-12-31$400,000
Total contributions received or receivable from participants2014-12-31$86,046
Contributions received from other sources (not participants or employers)2014-12-31$22,920
Other income received2014-12-31$96,932
Net income (gross income less expenses)2014-12-31$265,355
Net plan assets at end of year (total assets less liabilities)2014-12-31$2,423,422
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$2,158,067
Assets. Value of real-estate (other than employer real property)2014-12-31$390,206
Total contributions received or receivable from employer(s)2014-12-31$115,107
Value of corrective distributions2014-12-31$9,928
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$10,713
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : ALBUQUERQUE WOMEN'S HEALTH, P.C. 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total plan liabilities at end of year2013-12-31$9,928
Total plan liabilities at beginning of year2013-12-31$280
Total income from all sources2013-12-31$405,784
Expenses. Total of all expenses incurred2013-12-31$26,462
Benefits paid (including direct rollovers)2013-12-31$17,455
Total plan assets at end of year2013-12-31$2,167,995
Total plan assets at beginning of year2013-12-31$1,779,025
Value of fidelity bond covering the plan2013-12-31$400,000
Total contributions received or receivable from participants2013-12-31$84,944
Contributions received from other sources (not participants or employers)2013-12-31$17,311
Other income received2013-12-31$190,306
Net income (gross income less expenses)2013-12-31$379,322
Net plan assets at end of year (total assets less liabilities)2013-12-31$2,158,067
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,778,745
Assets. Value of real-estate (other than employer real property)2013-12-31$390,206
Total contributions received or receivable from employer(s)2013-12-31$113,223
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$9,007
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : ALBUQUERQUE WOMEN'S HEALTH, P.C. 401(K) PROFIT SHARING PLAN 2012 401k financial data
Transfers to/from the plan2012-12-31$0
Total plan liabilities at end of year2012-12-31$280
Total plan liabilities at beginning of year2012-12-31$176
Total income from all sources2012-12-31$290,977
Expenses. Total of all expenses incurred2012-12-31$57,495
Benefits paid (including direct rollovers)2012-12-31$50,890
Total plan assets at end of year2012-12-31$1,779,025
Total plan assets at beginning of year2012-12-31$1,545,439
Value of fidelity bond covering the plan2012-12-31$295,000
Total contributions received or receivable from participants2012-12-31$74,753
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$106,795
Noncash contributions received2012-12-31$0
Net income (gross income less expenses)2012-12-31$233,482
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,778,745
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,545,263
Assets. Value of real-estate (other than employer real property)2012-12-31$390,206
Total contributions received or receivable from employer(s)2012-12-31$109,429
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$6,605
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : ALBUQUERQUE WOMEN'S HEALTH, P.C. 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total plan liabilities at end of year2011-12-31$176
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$169,910
Expenses. Total of all expenses incurred2011-12-31$677
Benefits paid (including direct rollovers)2011-12-31$192
Total plan assets at end of year2011-12-31$1,545,439
Total plan assets at beginning of year2011-12-31$1,376,030
Value of fidelity bond covering the plan2011-12-31$295,000
Total contributions received or receivable from participants2011-12-31$50,837
Expenses. Other expenses not covered elsewhere2011-12-31$176
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$7,609
Noncash contributions received2011-12-31$0
Net income (gross income less expenses)2011-12-31$169,233
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,545,263
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,376,030
Assets. Value of real-estate (other than employer real property)2011-12-31$289,462
Total contributions received or receivable from employer(s)2011-12-31$111,464
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$309
2010 : ALBUQUERQUE WOMEN'S HEALTH, P.C. 401(K) PROFIT SHARING 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$370,646
Expenses. Total of all expenses incurred2010-12-31$19,165
Benefits paid (including direct rollovers)2010-12-31$16,865
Total plan assets at end of year2010-12-31$1,376,030
Total plan assets at beginning of year2010-12-31$1,024,549
Value of fidelity bond covering the plan2010-12-31$295,000
Total contributions received or receivable from participants2010-12-31$28,515
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$222,910
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$351,481
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,376,030
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,024,549
Assets. Value of real-estate (other than employer real property)2010-12-31$289,462
Total contributions received or receivable from employer(s)2010-12-31$119,221
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$2,300

Form 5500 Responses for ALBUQUERQUE WOMEN'S HEALTH, P.C. 401(K) PROFIT SHARING PLAN

2017: ALBUQUERQUE WOMEN'S HEALTH, P.C. 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 filingYes
2017-01-01This return/report is a short plan year return/report (less than 12 months)Yes
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: ALBUQUERQUE WOMEN'S HEALTH, P.C. 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: ALBUQUERQUE WOMEN'S HEALTH, P.C. 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
2014: ALBUQUERQUE WOMEN'S HEALTH, P.C. 401(K) 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: ALBUQUERQUE WOMEN'S HEALTH, P.C. 401(K) 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: ALBUQUERQUE WOMEN'S HEALTH, P.C. 401(K) 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
2011: ALBUQUERQUE WOMEN'S HEALTH, P.C. 401(K) PROFIT SHARING 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 – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: ALBUQUERQUE WOMEN'S HEALTH, P.C. 401(K) PROFIT SHARING 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 number999987-0000
Policy instance 1
Insurance contract or identification number999987-0000
Number of Individuals Covered0
Insurance policy start date2017-01-01
Insurance policy end date2017-09-30
Total amount of commissions paid to insurance brokerUSD $1,758
Total amount of fees paid to insurance companyUSD $352
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,283
Amount paid for insurance broker fees0
Additional information about fees paid to insurance broker0
Insurance broker organization code?3
Insurance broker namePENSION PLANNING CONSULTANTS, INC.
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number999987-000
Policy instance 1
Insurance contract or identification number999987-000
Number of Individuals Covered23
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $6,096
Total amount of fees paid to insurance companyUSD $1,003
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 $4,450
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerINVESTMENT ADVICE
Insurance broker organization code?3
Insurance broker namePENSION PLANNING CONSULTANTS, INC.
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number999987-000
Policy instance 1
Insurance contract or identification number999987-000
Number of Individuals Covered24
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $6,578
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,149
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker namePENSION PLANNING CONSULTANTS, INC.
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number999987-000
Policy instance 1
Insurance contract or identification number999987-000
Number of Individuals Covered24
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $4,851
Total amount of fees paid to insurance companyUSD $715
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
Commission paid to Insurance BrokerUSD $3,103
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerPARTICIPANT INVESTMENT ADVICE
Insurance broker organization code?3
Insurance broker namePENSION PLANNING CONSULTANTS, INC.
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number999987-000
Policy instance 1
Insurance contract or identification number999987-000
Number of Individuals Covered22
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $4,543
Total amount of fees paid to insurance companyUSD $0
Commission paid to Insurance BrokerUSD $3,942
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker namePENSION PLANNING CONSULTANTS, INC.

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