Logo

JM WORLDWIDE HOLDINGS INC. PENSION TRANSFER TRUST PLAN 401k Plan overview

Plan NameJM WORLDWIDE HOLDINGS INC. PENSION TRANSFER TRUST PLAN
Plan identification number 001

JM WORLDWIDE HOLDINGS INC. PENSION TRANSFER TRUST PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

JM WORLDWIDE HOLDINGS, INC. has sponsored the creation of one or more 401k plans.

Company Name:JM WORLDWIDE HOLDINGS, INC.
Employer identification number (EIN):205871460
NAIC Classification:551112
NAIC Description:Offices of Other Holding Companies

Additional information about JM WORLDWIDE HOLDINGS, INC.

Jurisdiction of Incorporation: Nevada Department of State
Incorporation Date: 2006-11-07
Company Identification Number: 20061529889
Legal Registered Office Address: 701 S CARSON ST STE 200

CARSON CITY
United States of America (USA)
89701

More information about JM WORLDWIDE HOLDINGS, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JM WORLDWIDE HOLDINGS INC. PENSION TRANSFER TRUST PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01SILVIA MOORE
0012016-01-01SILVIA MOORE
0012015-01-01SILVIA MOORE
0012014-01-01SILVIA MOORE
0012013-01-01JAMES MOORE
0012012-01-01JAMES MOORE
0012011-01-01JAMES MOORE

Plan Statistics for JM WORLDWIDE HOLDINGS INC. PENSION TRANSFER TRUST PLAN

401k plan membership statisitcs for JM WORLDWIDE HOLDINGS INC. PENSION TRANSFER TRUST PLAN

Measure Date Value
2021: JM WORLDWIDE HOLDINGS INC. PENSION TRANSFER TRUST PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011
Total number of active participants reported on line 7a of the Form 55002021-01-010
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-010
Number of participants with account balances2021-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: JM WORLDWIDE HOLDINGS INC. PENSION TRANSFER TRUST PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011
Total number of active participants reported on line 7a of the Form 55002020-01-011
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-011
Number of participants with account balances2020-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: JM WORLDWIDE HOLDINGS INC. PENSION TRANSFER TRUST PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011
Total number of active participants reported on line 7a of the Form 55002019-01-011
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 participants2019-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-011
Number of participants with account balances2019-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: JM WORLDWIDE HOLDINGS INC. PENSION TRANSFER TRUST PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-012
Total number of active participants reported on line 7a of the Form 55002018-01-011
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 participants2018-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-011
Number of participants with account balances2018-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: JM WORLDWIDE HOLDINGS INC. PENSION TRANSFER TRUST PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-012
Total number of active participants reported on line 7a of the Form 55002017-01-011
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 participants2017-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-012
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: JM WORLDWIDE HOLDINGS INC. PENSION TRANSFER TRUST PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-012
Total number of active participants reported on line 7a of the Form 55002016-01-011
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-012
Number of participants with account balances2016-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: JM WORLDWIDE HOLDINGS INC. PENSION TRANSFER TRUST PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-015
Total number of active participants reported on line 7a of the Form 55002015-01-011
Number of retired or separated participants receiving benefits2015-01-011
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-012
Number of participants with account balances2015-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: JM WORLDWIDE HOLDINGS INC. PENSION TRANSFER TRUST PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-015
Total number of active participants reported on line 7a of the Form 55002014-01-015
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 participants2014-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-015
Number of participants with account balances2014-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: JM WORLDWIDE HOLDINGS INC. PENSION TRANSFER TRUST PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-015
Total number of active participants reported on line 7a of the Form 55002013-01-015
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 participants2013-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-015
Number of participants with account balances2013-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: JM WORLDWIDE HOLDINGS INC. PENSION TRANSFER TRUST PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-013
Total number of active participants reported on line 7a of the Form 55002012-01-015
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 participants2012-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-015
Number of participants with account balances2012-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: JM WORLDWIDE HOLDINGS INC. PENSION TRANSFER TRUST PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-012
Total number of active participants reported on line 7a of the Form 55002011-01-013
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 participants2011-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-013
Number of participants with account balances2011-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010

Financial Data on JM WORLDWIDE HOLDINGS INC. PENSION TRANSFER TRUST PLAN

Measure Date Value
2021 : JM WORLDWIDE HOLDINGS INC. PENSION TRANSFER TRUST PLAN 2021 401k financial data
Total income from all sources2021-12-31$-2,840
Expenses. Total of all expenses incurred2021-12-31$84,811
Benefits paid (including direct rollovers)2021-12-31$84,809
Total plan assets at end of year2021-12-31$0
Total plan assets at beginning of year2021-12-31$87,651
Value of fidelity bond covering the plan2021-12-31$70,000
Other income received2021-12-31$-2,840
Net income (gross income less expenses)2021-12-31$-87,651
Net plan assets at end of year (total assets less liabilities)2021-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$87,651
Assets. Value of employer securities2021-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$2
2020 : JM WORLDWIDE HOLDINGS INC. PENSION TRANSFER TRUST PLAN 2020 401k financial data
Total income from all sources2020-12-31$-582,469
Expenses. Total of all expenses incurred2020-12-31$2
Total plan assets at end of year2020-12-31$87,651
Total plan assets at beginning of year2020-12-31$670,122
Value of fidelity bond covering the plan2020-12-31$70,000
Other income received2020-12-31$-582,469
Net income (gross income less expenses)2020-12-31$-582,471
Net plan assets at end of year (total assets less liabilities)2020-12-31$87,651
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$670,122
Assets. Value of employer securities2020-12-31$84,188
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$2
2019 : JM WORLDWIDE HOLDINGS INC. PENSION TRANSFER TRUST PLAN 2019 401k financial data
Total income from all sources2019-12-31$1,384
Expenses. Total of all expenses incurred2019-12-31$1
Total plan assets at end of year2019-12-31$670,122
Total plan assets at beginning of year2019-12-31$668,739
Value of fidelity bond covering the plan2019-12-31$70,000
Other income received2019-12-31$334
Net income (gross income less expenses)2019-12-31$1,383
Net plan assets at end of year (total assets less liabilities)2019-12-31$670,122
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$668,739
Assets. Value of employer securities2019-12-31$667,000
Total contributions received or receivable from employer(s)2019-12-31$1,050
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$1
2018 : JM WORLDWIDE HOLDINGS INC. PENSION TRANSFER TRUST PLAN 2018 401k financial data
Total income from all sources2018-12-31$-112
Expenses. Total of all expenses incurred2018-12-31$799
Benefits paid (including direct rollovers)2018-12-31$797
Total plan assets at end of year2018-12-31$668,739
Total plan assets at beginning of year2018-12-31$669,650
Value of fidelity bond covering the plan2018-12-31$70,000
Other income received2018-12-31$-112
Net income (gross income less expenses)2018-12-31$-911
Net plan assets at end of year (total assets less liabilities)2018-12-31$668,739
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$669,650
Assets. Value of employer securities2018-12-31$667,000
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$2
2017 : JM WORLDWIDE HOLDINGS INC. PENSION TRANSFER TRUST PLAN 2017 401k financial data
Total income from all sources2017-12-31$974
Expenses. Total of all expenses incurred2017-12-31$1
Total plan assets at end of year2017-12-31$669,650
Total plan assets at beginning of year2017-12-31$668,677
Value of fidelity bond covering the plan2017-12-31$90,000
Other income received2017-12-31$224
Net income (gross income less expenses)2017-12-31$973
Net plan assets at end of year (total assets less liabilities)2017-12-31$669,650
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$668,677
Assets. Value of employer securities2017-12-31$667,000
Total contributions received or receivable from employer(s)2017-12-31$750
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$1
2016 : JM WORLDWIDE HOLDINGS INC. PENSION TRANSFER TRUST PLAN 2016 401k financial data
Total income from all sources2016-12-31$-166
Expenses. Total of all expenses incurred2016-12-31$2
Total plan assets at end of year2016-12-31$668,677
Total plan assets at beginning of year2016-12-31$668,845
Value of fidelity bond covering the plan2016-12-31$90,000
Other income received2016-12-31$-166
Net income (gross income less expenses)2016-12-31$-168
Net plan assets at end of year (total assets less liabilities)2016-12-31$668,677
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$668,845
Assets. Value of employer securities2016-12-31$667,000
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$2
2015 : JM WORLDWIDE HOLDINGS INC. PENSION TRANSFER TRUST PLAN 2015 401k financial data
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$-103,215
Expenses. Total of all expenses incurred2015-12-31$1
Total plan assets at end of year2015-12-31$668,845
Total plan assets at beginning of year2015-12-31$772,061
Value of fidelity bond covering the plan2015-12-31$90,000
Other income received2015-12-31$-103,215
Net income (gross income less expenses)2015-12-31$-103,216
Net plan assets at end of year (total assets less liabilities)2015-12-31$668,845
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$772,061
Assets. Value of employer securities2015-12-31$667,300
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$1
2014 : JM WORLDWIDE HOLDINGS INC. PENSION TRANSFER TRUST 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$114,068
Expenses. Total of all expenses incurred2014-12-31$2
Benefits paid (including direct rollovers)2014-12-31$0
Total plan assets at end of year2014-12-31$772,061
Total plan assets at beginning of year2014-12-31$657,995
Value of fidelity bond covering the plan2014-12-31$90,000
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$114,068
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$114,066
Net plan assets at end of year (total assets less liabilities)2014-12-31$772,061
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$657,995
Assets. Value of employer securities2014-12-31$770,471
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$2
2013 : JM WORLDWIDE HOLDINGS INC. PENSION TRANSFER TRUST 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$0
Total income from all sources2013-12-31$-54,707
Expenses. Total of all expenses incurred2013-12-31$9
Benefits paid (including direct rollovers)2013-12-31$0
Total plan assets at end of year2013-12-31$657,995
Total plan assets at beginning of year2013-12-31$712,711
Value of fidelity bond covering the plan2013-12-31$90,000
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$0
Other income received2013-12-31$-54,707
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$-54,716
Net plan assets at end of year (total assets less liabilities)2013-12-31$657,995
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$712,711
Assets. Value of employer securities2013-12-31$656,437
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$9
2012 : JM WORLDWIDE HOLDINGS INC. PENSION TRANSFER TRUST PLAN 2012 401k financial data
Total income from all sources2012-12-31$-146,500
Expenses. Total of all expenses incurred2012-12-31$8
Total plan assets at end of year2012-12-31$712,711
Total plan assets at beginning of year2012-12-31$859,219
Value of fidelity bond covering the plan2012-12-31$1,000,000
Other income received2012-12-31$-146,500
Net income (gross income less expenses)2012-12-31$-146,508
Net plan assets at end of year (total assets less liabilities)2012-12-31$712,711
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$859,219
Assets. Value of employer securities2012-12-31$711,453
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$8
2011 : JM WORLDWIDE HOLDINGS INC. PENSION TRANSFER TRUST PLAN 2011 401k financial data
Total income from all sources2011-12-31$-142,106
Expenses. Total of all expenses incurred2011-12-31$6
Total plan assets at end of year2011-12-31$859,219
Total plan assets at beginning of year2011-12-31$1,001,331
Value of fidelity bond covering the plan2011-12-31$1,000,000
Other income received2011-12-31$-142,106
Net income (gross income less expenses)2011-12-31$-142,112
Net plan assets at end of year (total assets less liabilities)2011-12-31$859,219
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,001,331
Assets. Value of employer securities2011-12-31$858,134
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$6

Form 5500 Responses for JM WORLDWIDE HOLDINGS INC. PENSION TRANSFER TRUST PLAN

2021: JM WORLDWIDE HOLDINGS INC. PENSION TRANSFER TRUST PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01This submission is the final filingYes
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: JM WORLDWIDE HOLDINGS INC. PENSION TRANSFER TRUST PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: JM WORLDWIDE HOLDINGS INC. PENSION TRANSFER TRUST 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: JM WORLDWIDE HOLDINGS INC. PENSION TRANSFER TRUST 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: JM WORLDWIDE HOLDINGS INC. PENSION TRANSFER TRUST 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: JM WORLDWIDE HOLDINGS INC. PENSION TRANSFER TRUST 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: JM WORLDWIDE HOLDINGS INC. PENSION TRANSFER TRUST 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: JM WORLDWIDE HOLDINGS INC. PENSION TRANSFER TRUST PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: JM WORLDWIDE HOLDINGS INC. PENSION TRANSFER TRUST 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: JM WORLDWIDE HOLDINGS INC. PENSION TRANSFER TRUST 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 – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: JM WORLDWIDE HOLDINGS INC. PENSION TRANSFER TRUST PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01First time form 5500 has been submittedYes
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 – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number1260073-01
Policy instance 1
Insurance contract or identification number1260073-01
Number of Individuals Covered288
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
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
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number1260073-01
Policy instance 1
Insurance contract or identification number1260073-01
Number of Individuals Covered257
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $83
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 $83
Insurance broker organization code?3
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number1260073-01
Policy instance 1
Insurance contract or identification number1260073-01
Number of Individuals Covered254
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $786
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 $786
Insurance broker organization code?3
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number1260073-01
Policy instance 1
Insurance contract or identification number1260073-01
Number of Individuals Covered236
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $556
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 $556
Insurance broker organization code?3
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number1260073-01
Policy instance 1
Insurance contract or identification number1260073-01
Number of Individuals Covered229
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $369
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 $369
Insurance broker organization code?3
Insurance broker nameMERRILL LYNCH LIFE AGENCY, INC.
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number1260073-01
Policy instance 1
Insurance contract or identification number1260073-01
Number of Individuals Covered235
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $420
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 $420
Insurance broker organization code?3
Insurance broker nameMERRILL LYNCH LIFE AGENCY, INC.
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number300169-000
Policy instance 1
Insurance contract or identification number300169-000
Number of Individuals Covered0
Insurance policy start date2014-01-01
Insurance policy end date2014-06-26
Total amount of commissions paid to insurance brokerUSD $8,100
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $8,100
Additional information about fees paid to insurance brokerINSURANCE AGENT
Insurance broker organization code?3
Insurance broker nameMERRILL LYNCH LIFE AGENCY, INC.
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number1260073-01
Policy instance 2
Insurance contract or identification number1260073-01
Number of Individuals Covered274
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $75
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 $75
Additional information about fees paid to insurance brokerINSURANCE AGENT
Insurance broker organization code?3
Insurance broker nameMERRILL LYNCH LIFE AGENCY, INC.
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number300169-000
Policy instance 1
Insurance contract or identification number300169-000
Number of Individuals Covered378
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $14,781
Total amount of fees paid to insurance companyUSD $10,973
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $14,781
Additional information about fees paid to insurance brokerINSURANCE AGENT
Insurance broker organization code?3
Amount paid for insurance broker fees10973
Insurance broker nameDESTEL-BERGEN CORPORATION
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number300169-000
Policy instance 1
Insurance contract or identification number300169-000
Number of Individuals Covered336
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $13,707
Total amount of fees paid to insurance companyUSD $13,635
Are there contracts with allocated funds for individual policies?No
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
Commission paid to Insurance BrokerUSD $13,707
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerINSURANCE AGENT
Insurance broker organization code?3
Insurance broker nameDESTEL-BERGEN CORPORATION
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number300169-000
Policy instance 1
Insurance contract or identification number300169-000
Number of Individuals Covered415
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $12,879
Total amount of fees paid to insurance companyUSD $13,087
Are there contracts with allocated funds for individual policies?No
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

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1