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SUNRISE UROLOGY, PC DEFINED BENEFIT PLAN 401k Plan overview

Plan NameSUNRISE UROLOGY, PC DEFINED BENEFIT PLAN
Plan identification number 002

SUNRISE UROLOGY, PC DEFINED BENEFIT PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • 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

SUNRISE UROLOGY, PC has sponsored the creation of one or more 401k plans.

Company Name:SUNRISE UROLOGY, PC
Employer identification number (EIN):205102360
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SUNRISE UROLOGY, PC DEFINED BENEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022019-01-01JOHN C. LIN, M.D.2020-07-28
0022018-01-01JOHN C. LIN, M.D.2019-08-26
0022017-01-01
0022016-01-01JOHN C. LIN, M.D.
0022015-01-01JOHN C. LIN, M.D.
0022014-01-01JOHN C. LIN, M.D.
0022013-01-01JOHN C. LIN
0022012-01-01JOHN C. LIN
0022011-01-01JOHN C. LIN
0022010-01-01JOHN C. LIN
0022009-01-01JOHN C. LIN
0022009-01-01JOHN C. LIN

Plan Statistics for SUNRISE UROLOGY, PC DEFINED BENEFIT PLAN

401k plan membership statisitcs for SUNRISE UROLOGY, PC DEFINED BENEFIT PLAN

Measure Date Value
2022: SUNRISE UROLOGY, PC DEFINED BENEFIT PLAN 2022 401k membership
Market value of plan assets2022-12-313,163,189
Acturial value of plan assets2022-12-313,163,189
Funding target for retired participants and beneficiaries receiving payment2022-12-310
Number of terminated vested participants2022-12-310
Fundng target for terminated vested participants2022-12-310
Active participant vested funding target2022-12-312,944,639
Number of active participants2022-12-313
Total funding liabilities for active participants2022-12-312,944,639
Total participant count2022-12-313
Total funding target for all participants2022-12-312,944,639
Balance at beginning of prior year after applicable adjustments2022-12-310
Prefunding balance at beginning of prior year after applicable adjustments2022-12-31268,427
Carryover balanced portion elected for use to offset prior years funding requirement2022-12-310
Prefunding balanced used to offset prior years funding requirement2022-12-310
Amount remaining of carryover balance2022-12-310
Amount remaining of prefunding balance2022-12-31268,427
Present value of excess contributions2022-12-31199,454
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-31199,454
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-12-310
Reductions in caryover balances due to elections or deemed elections2022-12-310
Reductions in prefunding balances due to elections or deemed elections2022-12-310
Balance of carryovers at beginning of current year2022-12-310
Balance of prefunding at beginning of current year2022-12-31296,021
Total employer contributions2022-12-31300,000
Total employee contributions2022-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2022-12-310
Contributions made to avoid restrictions adjusted to valuation date2022-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-12-31294,525
Unpaid minimum required contributions for all prior years2022-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-12-310
Remaining amount of unpaid minimum required contributions2022-12-310
Minimum required contributions for current year target normal cost2022-12-310
Net shortfall amortization installment of oustanding balance2022-12-310
Waiver amortization installment2022-12-310
Total funding amount beforereflecting carryover/prefunding balances2022-12-310
Carryover balance elected to use to offset funding requirement2022-12-310
Prefunding balance elected to use to offset funding requirement2022-12-310
Additional cash requirement2022-12-310
Contributions allocatedtoward minimum required contributions for current year2022-12-31294,525
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
2021: SUNRISE UROLOGY, PC DEFINED BENEFIT PLAN 2021 401k membership
Market value of plan assets2021-12-313,093,945
Acturial value of plan assets2021-12-313,093,945
Funding target for retired participants and beneficiaries receiving payment2021-12-310
Number of terminated vested participants2021-12-310
Fundng target for terminated vested participants2021-12-310
Active participant vested funding target2021-12-312,428,400
Number of active participants2021-12-313
Total funding liabilities for active participants2021-12-312,428,400
Total participant count2021-12-313
Total funding target for all participants2021-12-312,428,400
Balance at beginning of prior year after applicable adjustments2021-12-310
Prefunding balance at beginning of prior year after applicable adjustments2021-12-31264,096
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-310
Prefunding balanced used to offset prior years funding requirement2021-12-310
Amount remaining of carryover balance2021-12-310
Amount remaining of prefunding balance2021-12-31264,096
Present value of excess contributions2021-12-31250,828
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-31250,828
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-310
Reductions in caryover balances due to elections or deemed elections2021-12-310
Reductions in prefunding balances due to elections or deemed elections2021-12-310
Balance of carryovers at beginning of current year2021-12-310
Balance of prefunding at beginning of current year2021-12-31268,427
Total employer contributions2021-12-31200,000
Total employee contributions2021-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-310
Contributions made to avoid restrictions adjusted to valuation date2021-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-31199,454
Unpaid minimum required contributions for all prior years2021-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-31195,554
Net shortfall amortization installment of oustanding balance2021-12-310
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-310
Carryover balance elected to use to offset funding requirement2021-12-310
Prefunding balance elected to use to offset funding requirement2021-12-310
Additional cash requirement2021-12-310
Contributions allocatedtoward minimum required contributions for current year2021-12-31199,454
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
2020: SUNRISE UROLOGY, PC DEFINED BENEFIT PLAN 2020 401k membership
Market value of plan assets2020-12-312,415,956
Acturial value of plan assets2020-12-312,415,956
Funding target for retired participants and beneficiaries receiving payment2020-12-310
Number of terminated vested participants2020-12-310
Fundng target for terminated vested participants2020-12-310
Active participant vested funding target2020-12-312,099,140
Number of active participants2020-12-313
Total funding liabilities for active participants2020-12-312,099,140
Total participant count2020-12-313
Total funding target for all participants2020-12-312,099,140
Balance at beginning of prior year after applicable adjustments2020-12-310
Prefunding balance at beginning of prior year after applicable adjustments2020-12-31239,608
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-310
Prefunding balanced used to offset prior years funding requirement2020-12-310
Amount remaining of carryover balance2020-12-310
Amount remaining of prefunding balance2020-12-31239,608
Present value of excess contributions2020-12-31104,304
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-31104,304
Reductions in caryover balances due to elections or deemed elections2020-12-310
Reductions in prefunding balances due to elections or deemed elections2020-12-310
Balance of carryovers at beginning of current year2020-12-310
Balance of prefunding at beginning of current year2020-12-31264,096
Total employer contributions2020-12-31400,000
Total employee contributions2020-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-310
Contributions made to avoid restrictions adjusted to valuation date2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-31394,001
Unpaid minimum required contributions for all prior years2020-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-31181,368
Net shortfall amortization installment of oustanding balance2020-12-310
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-31143,173
Carryover balance elected to use to offset funding requirement2020-12-310
Prefunding balance elected to use to offset funding requirement2020-12-310
Additional cash requirement2020-12-31143,173
Contributions allocatedtoward minimum required contributions for current year2020-12-31394,001
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
2019: SUNRISE UROLOGY, PC DEFINED BENEFIT PLAN 2019 401k membership
Market value of plan assets2019-12-312,069,725
Acturial value of plan assets2019-12-312,069,725
Funding target for retired participants and beneficiaries receiving payment2019-12-310
Number of terminated vested participants2019-12-310
Fundng target for terminated vested participants2019-12-310
Active participant vested funding target2019-12-311,713,366
Number of active participants2019-12-313
Total funding liabilities for active participants2019-12-311,713,366
Total participant count2019-12-313
Total funding target for all participants2019-12-311,713,366
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-31256,430
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-310
Prefunding balanced used to offset prior years funding requirement2019-12-310
Amount remaining of carryover balance2019-12-310
Amount remaining of prefunding balance2019-12-31256,430
Present value of excess contributions2019-12-314,066
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-314,066
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-310
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-310
Balance of carryovers at beginning of current year2019-12-310
Balance of prefunding at beginning of current year2019-12-31239,608
Total employer contributions2019-12-31308,294
Total employee contributions2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-31304,954
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-31304,391
Total funding amount beforereflecting carryover/prefunding balances2019-12-31200,650
Carryover balance elected to use to offset funding requirement2019-12-310
Prefunding balance elected to use to offset funding requirement2019-12-310
Additional cash requirement2019-12-31200,650
Contributions allocatedtoward minimum required contributions for current year2019-12-31304,954
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
Total participants, beginning-of-year2019-01-013
Total number of active participants reported on line 7a of the Form 55002019-01-013
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-013
Total participants2019-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: SUNRISE UROLOGY, PC DEFINED BENEFIT PLAN 2018 401k membership
Market value of plan assets2018-12-311,679,474
Acturial value of plan assets2018-12-311,679,474
Funding target for retired participants and beneficiaries receiving payment2018-12-310
Number of terminated vested participants2018-12-310
Fundng target for terminated vested participants2018-12-310
Active participant vested funding target2018-12-311,321,150
Number of active participants2018-12-313
Total funding liabilities for active participants2018-12-311,321,150
Total participant count2018-12-313
Total funding target for all participants2018-12-311,321,150
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-31235,993
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-310
Amount remaining of carryover balance2018-12-310
Amount remaining of prefunding balance2018-12-31235,993
Present value of excess contributions2018-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-310
Reductions in caryover balances due to elections or deemed elections2018-12-310
Reductions in prefunding balances due to elections or deemed elections2018-12-310
Balance of carryovers at beginning of current year2018-12-310
Balance of prefunding at beginning of current year2018-12-31256,430
Total employer contributions2018-12-31205,269
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-31201,684
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-31285,357
Net shortfall amortization installment of oustanding balance2018-12-310
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-31197,618
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-310
Additional cash requirement2018-12-31197,618
Contributions allocatedtoward minimum required contributions for current year2018-12-31201,684
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-014
Total number of active participants reported on line 7a of the Form 55002018-01-013
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: SUNRISE UROLOGY, PC DEFINED BENEFIT PLAN 2017 401k membership
Market value of plan assets2017-12-311,797,522
Acturial value of plan assets2017-12-311,797,522
Funding target for retired participants and beneficiaries receiving payment2017-12-310
Number of terminated vested participants2017-12-311
Fundng target for terminated vested participants2017-12-31167
Active participant vested funding target2017-12-311,193,200
Number of active participants2017-12-312
Total funding liabilities for active participants2017-12-311,193,200
Total participant count2017-12-313
Total funding target for all participants2017-12-311,193,367
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-31226,394
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-310
Amount remaining of carryover balance2017-12-310
Amount remaining of prefunding balance2017-12-31226,394
Present value of excess contributions2017-12-31100,511
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-31100,511
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-310
Reductions in caryover balances due to elections or deemed elections2017-12-310
Reductions in prefunding balances due to elections or deemed elections2017-12-310
Balance of carryovers at beginning of current year2017-12-310
Balance of prefunding at beginning of current year2017-12-31235,993
Total employer contributions2017-12-310
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-310
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-310
Net shortfall amortization installment of oustanding balance2017-12-310
Waiver amortization installment2017-12-310
Waived amount of outstanding balance2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-310
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-310
Additional cash requirement2017-12-310
Contributions allocatedtoward minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-013
Total number of active participants reported on line 7a of the Form 55002017-01-012
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-011
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
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: SUNRISE UROLOGY, PC DEFINED BENEFIT PLAN 2016 401k membership
Market value of plan assets2016-12-311,554,097
Acturial value of plan assets2016-12-311,554,097
Funding target for retired participants and beneficiaries receiving payment2016-12-310
Number of terminated vested participants2016-12-311
Fundng target for terminated vested participants2016-12-31149
Active participant vested funding target2016-12-311,104,654
Number of active participants2016-12-312
Total funding liabilities for active participants2016-12-311,104,654
Total participant count2016-12-313
Total funding target for all participants2016-12-311,104,803
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-31225,897
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-310
Amount remaining of carryover balance2016-12-310
Amount remaining of prefunding balance2016-12-31225,897
Present value of excess contributions2016-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-310
Reductions in caryover balances due to elections or deemed elections2016-12-310
Reductions in prefunding balances due to elections or deemed elections2016-12-310
Balance of carryovers at beginning of current year2016-12-310
Balance of prefunding at beginning of current year2016-12-31226,394
Total employer contributions2016-12-31100,000
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-31100,511
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-310
Net shortfall amortization installment of oustanding balance2016-12-310
Waiver amortization installment2016-12-310
Waived amount of outstanding balance2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-310
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-310
Contributions allocatedtoward minimum required contributions for current year2016-12-31100,511
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-013
Total number of active participants reported on line 7a of the Form 55002016-01-012
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 participants2016-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: SUNRISE UROLOGY, PC DEFINED BENEFIT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-013
Total number of active participants reported on line 7a of the Form 55002015-01-012
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-011
Total of all active and inactive participants2015-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: SUNRISE UROLOGY, PC DEFINED BENEFIT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-013
Total number of active participants reported on line 7a of the Form 55002014-01-012
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-011
Total of all active and inactive participants2014-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: SUNRISE UROLOGY, PC DEFINED BENEFIT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-013
Total number of active participants reported on line 7a of the Form 55002013-01-012
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-011
Total of all active and inactive participants2013-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: SUNRISE UROLOGY, PC DEFINED BENEFIT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-012
Total number of active participants reported on line 7a of the Form 55002012-01-012
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 participants2012-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-012
Number of participants with account balances2012-01-010
2011: SUNRISE UROLOGY, PC DEFINED BENEFIT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-012
Total number of active participants reported on line 7a of the Form 55002011-01-012
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-012
2010: SUNRISE UROLOGY, PC DEFINED BENEFIT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-012
Total number of active participants reported on line 7a of the Form 55002010-01-012
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-010
Total of all active and inactive participants2010-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-012
2009: SUNRISE UROLOGY, PC DEFINED BENEFIT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-012
Total number of active participants reported on line 7a of the Form 55002009-01-012
Total of all active and inactive participants2009-01-012
Total participants2009-01-012

Financial Data on SUNRISE UROLOGY, PC DEFINED BENEFIT PLAN

Measure Date Value
2019 : SUNRISE UROLOGY, PC DEFINED BENEFIT 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$495,672
Expenses. Total of all expenses incurred2019-12-31$2,396
Benefits paid (including direct rollovers)2019-12-31$0
Total plan assets at end of year2019-12-31$2,378,019
Total plan assets at beginning of year2019-12-31$1,884,743
Value of fidelity bond covering the plan2019-12-31$700,000
Total contributions received or receivable from participants2019-12-31$0
Expenses. Other expenses not covered elsewhere2019-12-31$2,396
Contributions received from other sources (not participants or employers)2019-12-31$0
Other income received2019-12-31$187,378
Noncash contributions received2019-12-31$0
Net income (gross income less expenses)2019-12-31$493,276
Net plan assets at end of year (total assets less liabilities)2019-12-31$2,378,019
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$1,884,743
Total contributions received or receivable from employer(s)2019-12-31$308,294
Value of certain deemed distributions of participant loans2019-12-31$0
Value of corrective distributions2019-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018 : SUNRISE UROLOGY, PC DEFINED BENEFIT 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$89,412
Expenses. Total of all expenses incurred2018-12-31$2,191
Benefits paid (including direct rollovers)2018-12-31$410
Total plan assets at end of year2018-12-31$1,884,743
Total plan assets at beginning of year2018-12-31$1,797,522
Value of fidelity bond covering the plan2018-12-31$700,000
Total contributions received or receivable from participants2018-12-31$0
Expenses. Other expenses not covered elsewhere2018-12-31$1,781
Contributions received from other sources (not participants or employers)2018-12-31$0
Other income received2018-12-31$-115,857
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$87,221
Net plan assets at end of year (total assets less liabilities)2018-12-31$1,884,743
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$1,797,522
Total contributions received or receivable from employer(s)2018-12-31$205,269
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$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : SUNRISE UROLOGY, PC DEFINED BENEFIT 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$144,646
Expenses. Total of all expenses incurred2017-12-31$1,732
Benefits paid (including direct rollovers)2017-12-31$0
Total plan assets at end of year2017-12-31$1,797,522
Total plan assets at beginning of year2017-12-31$1,654,608
Value of fidelity bond covering the plan2017-12-31$700,000
Total contributions received or receivable from participants2017-12-31$0
Expenses. Other expenses not covered elsewhere2017-12-31$1,732
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$144,646
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$142,914
Net plan assets at end of year (total assets less liabilities)2017-12-31$1,797,522
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$1,654,608
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$0
2016 : SUNRISE UROLOGY, PC DEFINED BENEFIT 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$163,692
Expenses. Total of all expenses incurred2016-12-31$1,581
Benefits paid (including direct rollovers)2016-12-31$0
Total plan assets at end of year2016-12-31$1,654,608
Total plan assets at beginning of year2016-12-31$1,492,497
Value of fidelity bond covering the plan2016-12-31$700,000
Total contributions received or receivable from participants2016-12-31$0
Expenses. Other expenses not covered elsewhere2016-12-31$1,581
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$63,692
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$162,111
Net plan assets at end of year (total assets less liabilities)2016-12-31$1,654,608
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$1,492,497
Total contributions received or receivable from employer(s)2016-12-31$100,000
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$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : SUNRISE UROLOGY, PC DEFINED BENEFIT PLAN 2015 401k financial data
Transfers to/from the plan2015-12-31$0
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$204,287
Expenses. Total of all expenses incurred2015-12-31$1,575
Benefits paid (including direct rollovers)2015-12-31$0
Total plan assets at end of year2015-12-31$1,492,497
Total plan assets at beginning of year2015-12-31$1,289,785
Value of fidelity bond covering the plan2015-12-31$700,000
Total contributions received or receivable from participants2015-12-31$0
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$4,287
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$202,712
Net plan assets at end of year (total assets less liabilities)2015-12-31$1,492,497
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$1,289,785
Total contributions received or receivable from employer(s)2015-12-31$200,000
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$1,575
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : SUNRISE UROLOGY, PC DEFINED BENEFIT 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$0
Total income from all sources2014-12-31$263,337
Expenses. Total of all expenses incurred2014-12-31$1,554
Benefits paid (including direct rollovers)2014-12-31$0
Total plan assets at end of year2014-12-31$1,289,785
Total plan assets at beginning of year2014-12-31$1,028,002
Value of fidelity bond covering the plan2014-12-31$550,000
Total contributions received or receivable from participants2014-12-31$0
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$38,337
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$261,783
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,289,785
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,028,002
Total contributions received or receivable from employer(s)2014-12-31$225,000
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$1,554
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : SUNRISE UROLOGY, PC DEFINED BENEFIT PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$0
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$405,376
Expenses. Total of all expenses incurred2013-12-31$550
Benefits paid (including direct rollovers)2013-12-31$0
Total plan assets at end of year2013-12-31$1,028,002
Total plan assets at beginning of year2013-12-31$623,176
Value of fidelity bond covering the plan2013-12-31$200,000
Total contributions received or receivable from participants2013-12-31$0
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$55,376
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$404,826
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,028,002
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$623,176
Total contributions received or receivable from employer(s)2013-12-31$350,000
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$550
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : SUNRISE UROLOGY, PC DEFINED BENEFIT 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$207,574
Expenses. Total of all expenses incurred2012-12-31$105
Benefits paid (including direct rollovers)2012-12-31$0
Total plan assets at end of year2012-12-31$623,176
Total plan assets at beginning of year2012-12-31$415,707
Value of fidelity bond covering the plan2012-12-31$50,000
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$7,574
Noncash contributions received2012-12-31$0
Net income (gross income less expenses)2012-12-31$207,469
Net plan assets at end of year (total assets less liabilities)2012-12-31$623,176
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$415,707
Total contributions received or receivable from employer(s)2012-12-31$200,000
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$105
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : SUNRISE UROLOGY, PC DEFINED BENEFIT 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$164,255
Expenses. Total of all expenses incurred2011-12-31$70
Benefits paid (including direct rollovers)2011-12-31$0
Total plan assets at end of year2011-12-31$415,707
Total plan assets at beginning of year2011-12-31$251,522
Value of fidelity bond covering the plan2011-12-31$50,000
Total contributions received or receivable from participants2011-12-31$0
Expenses. Other expenses not covered elsewhere2011-12-31$0
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$7,255
Noncash contributions received2011-12-31$0
Net income (gross income less expenses)2011-12-31$164,185
Net plan assets at end of year (total assets less liabilities)2011-12-31$415,707
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$251,522
Total contributions received or receivable from employer(s)2011-12-31$157,000
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$70
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : SUNRISE UROLOGY, PC DEFINED BENEFIT PLAN 2010 401k financial data
Total income from all sources2010-12-31$84,202
Expenses. Total of all expenses incurred2010-12-31$35
Benefits paid (including direct rollovers)2010-12-31$0
Total plan assets at end of year2010-12-31$251,522
Total plan assets at beginning of year2010-12-31$167,355
Value of fidelity bond covering the plan2010-12-31$20,000
Total contributions received or receivable from participants2010-12-31$0
Expenses. Other expenses not covered elsewhere2010-12-31$0
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$2
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$84,167
Net plan assets at end of year (total assets less liabilities)2010-12-31$251,522
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$167,355
Total contributions received or receivable from employer(s)2010-12-31$84,200
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$35
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0

Form 5500 Responses for SUNRISE UROLOGY, PC DEFINED BENEFIT PLAN

2019: SUNRISE UROLOGY, PC DEFINED BENEFIT 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 – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: SUNRISE UROLOGY, PC DEFINED BENEFIT 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 – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: SUNRISE UROLOGY, PC DEFINED BENEFIT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: SUNRISE UROLOGY, PC DEFINED BENEFIT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: SUNRISE UROLOGY, PC DEFINED BENEFIT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: SUNRISE UROLOGY, PC DEFINED BENEFIT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: SUNRISE UROLOGY, PC DEFINED BENEFIT 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 – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: SUNRISE UROLOGY, PC DEFINED BENEFIT 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 – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: SUNRISE UROLOGY, PC DEFINED BENEFIT 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
2010: SUNRISE UROLOGY, PC DEFINED BENEFIT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: SUNRISE UROLOGY, PC DEFINED BENEFIT 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

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number133921TAB
Policy instance 4
Insurance contract or identification number133921TAB
Number of Individuals Covered3
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PROTECTIVE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88536 )
Policy contract numberSV3501172
Policy instance 3
Insurance contract or identification numberSV3501172
Number of Individuals Covered3
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
JACKSON NATIONAL (National Association of Insurance Commissioners NAIC id number: 65056 )
Policy contract number1012000720
Policy instance 2
Insurance contract or identification number1012000720
Number of Individuals Covered3
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
ING USA ANNUITY AND LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number90355259
Policy instance 1
Insurance contract or identification number90355259
Number of Individuals Covered3
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
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
ING USA ANNUITY AND LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number90355259
Policy instance 1
Insurance contract or identification number90355259
Number of Individuals Covered3
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
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?Yes
JACKSON NATIONAL (National Association of Insurance Commissioners NAIC id number: 65056 )
Policy contract number1012000720
Policy instance 2
Insurance contract or identification number1012000720
Number of Individuals Covered3
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
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
PROTECTIVE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88536 )
Policy contract numberSV3501172
Policy instance 3
Insurance contract or identification numberSV3501172
Number of Individuals Covered3
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
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
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number133921TAB
Policy instance 4
Insurance contract or identification number133921TAB
Number of Individuals Covered3
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
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
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number133921TAB
Policy instance 4
Insurance contract or identification number133921TAB
Number of Individuals Covered3
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
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
Insurance broker name1ST GLOBAL INSURANCE SERVICES INC.
PROTECTIVE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88536 )
Policy contract numberSV3501172
Policy instance 3
Insurance contract or identification numberSV3501172
Number of Individuals Covered3
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
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
JACKSON NATIONAL (National Association of Insurance Commissioners NAIC id number: 65056 )
Policy contract number1012000720
Policy instance 2
Insurance contract or identification number1012000720
Number of Individuals Covered3
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
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
ING USA ANNUITY AND LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number90355259
Policy instance 1
Insurance contract or identification number90355259
Number of Individuals Covered3
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
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
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number133921TAB
Policy instance 4
Insurance contract or identification number133921TAB
Number of Individuals Covered3
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $9,000
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker name1ST GLOBAL INSURANCE SERVICES INC.
PROTECTIVE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88536 )
Policy contract numberSV3501172
Policy instance 3
Insurance contract or identification numberSV3501172
Number of Individuals Covered3
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
JACKSON NATIONAL (National Association of Insurance Commissioners NAIC id number: 65056 )
Policy contract number1012000720
Policy instance 2
Insurance contract or identification number1012000720
Number of Individuals Covered3
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
ING USA ANNUITY AND LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number90355259
Policy instance 1
Insurance contract or identification number90355259
Number of Individuals Covered3
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
JACKSON NATIONAL (National Association of Insurance Commissioners NAIC id number: 65056 )
Policy contract number1012000720
Policy instance 2
Insurance contract or identification number1012000720
Number of Individuals Covered3
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
ING USA ANNUITY AND LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number90355259
Policy instance 1
Insurance contract or identification number90355259
Number of Individuals Covered3
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
JACKSON NATIONAL (National Association of Insurance Commissioners NAIC id number: 65056 )
Policy contract number1012000720
Policy instance 2
Insurance contract or identification number1012000720
Number of Individuals Covered3
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
ING USA ANNUITY AND LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number90355259
Policy instance 1
Insurance contract or identification number90355259
Number of Individuals Covered3
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
JACKSON NATIONAL (National Association of Insurance Commissioners NAIC id number: 65056 )
Policy contract number1012000720
Policy instance 2
Insurance contract or identification number1012000720
Number of Individuals Covered2
Insurance policy start date2012-10-18
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $8,700
Total amount of fees paid to insurance companyUSD $0
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 $8,700
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerCOMMISIONS
Insurance broker organization code?4
Insurance broker nameANTHONY MARTIN KONG
ING USA ANNUITY AND LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number90355259
Policy instance 1
Insurance contract or identification number90355259
Number of Individuals Covered2
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
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
ING USA ANNUITY AND LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number90355259
Policy instance 1
Insurance contract or identification number90355259
Number of Individuals Covered1
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31

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