COHN LIFLAND PEARLMAN HERRMANN has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan COHN LIFLAND PEARLMAN HERRMANN & KNOPF 401(K) SAVI
401k plan membership statisitcs for COHN LIFLAND PEARLMAN HERRMANN & KNOPF 401(K) SAVI
| Measure | Date | Value |
|---|
| 2016: COHN LIFLAND PEARLMAN HERRMANN & KNOPF 401(K) SAVI 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 51 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 41 |
| Number of retired or separated participants receiving benefits | 2016-01-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 8 |
| Total of all active and inactive participants | 2016-01-01 | 50 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
| Total participants | 2016-01-01 | 50 |
| Number of participants with account balances | 2016-01-01 | 48 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
| 2015: COHN LIFLAND PEARLMAN HERRMANN & KNOPF 401(K) SAVI 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 54 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 42 |
| Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 8 |
| Total of all active and inactive participants | 2015-01-01 | 50 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
| Total participants | 2015-01-01 | 50 |
| Number of participants with account balances | 2015-01-01 | 48 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
| 2014: COHN LIFLAND PEARLMAN HERRMANN & KNOPF 401(K) SAVI 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 48 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 42 |
| Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 10 |
| Total of all active and inactive participants | 2014-01-01 | 52 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
| Total participants | 2014-01-01 | 52 |
| Number of participants with account balances | 2014-01-01 | 48 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
| 2013: COHN LIFLAND PEARLMAN HERRMANN & KNOPF 401(K) SAVI 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 54 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 39 |
| Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 9 |
| Total of all active and inactive participants | 2013-01-01 | 48 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
| Total participants | 2013-01-01 | 48 |
| Number of participants with account balances | 2013-01-01 | 46 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
| 2012: COHN LIFLAND PEARLMAN HERRMANN & KNOPF 401(K) SAVI 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 57 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 46 |
| Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 7 |
| Total of all active and inactive participants | 2012-01-01 | 53 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 1 |
| Total participants | 2012-01-01 | 54 |
| Number of participants with account balances | 2012-01-01 | 48 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 4 |
| 2011: COHN LIFLAND PEARLMAN HERRMANN & KNOPF 401(K) SAVI 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 56 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 50 |
| Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 7 |
| Total of all active and inactive participants | 2011-01-01 | 57 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
| Total participants | 2011-01-01 | 57 |
| Number of participants with account balances | 2011-01-01 | 51 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 2 |
| 2010: COHN LIFLAND PEARLMAN HERRMANN & KNOPF 401(K) SAVI 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-01-01 | 58 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 49 |
| Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 7 |
| Total of all active and inactive participants | 2010-01-01 | 56 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
| Total participants | 2010-01-01 | 56 |
| Number of participants with account balances | 2010-01-01 | 51 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 1 |
| 2009: COHN LIFLAND PEARLMAN HERRMANN & KNOPF 401(K) SAVI 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 56 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 49 |
| Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 9 |
| Total of all active and inactive participants | 2009-01-01 | 58 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
| Total participants | 2009-01-01 | 58 |
| Number of participants with account balances | 2009-01-01 | 47 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 2 |
| Measure | Date | Value |
|---|
| 2016 : COHN LIFLAND PEARLMAN HERRMANN & KNOPF 401(K) SAVI 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $939,986 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $81,097 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $64,072 |
| Total plan assets at end of year | 2016-12-31 | $8,882,926 |
| Total plan assets at beginning of year | 2016-12-31 | $8,024,037 |
| Total contributions received or receivable from participants | 2016-12-31 | $376,528 |
| Expenses. Other expenses not covered elsewhere | 2016-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2016-12-31 | $0 |
| Other income received | 2016-12-31 | $393,492 |
| Net income (gross income less expenses) | 2016-12-31 | $858,889 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $8,882,926 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $8,024,037 |
| Assets. Value of participant loans | 2016-12-31 | $55,483 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $169,966 |
| Value of certain deemed distributions of participant loans | 2016-12-31 | $0 |
| Value of corrective distributions | 2016-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $17,025 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
| 2015 : COHN LIFLAND PEARLMAN HERRMANN & KNOPF 401(K) SAVI 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $599,867 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $100,362 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $80,915 |
| Total plan assets at end of year | 2015-12-31 | $8,024,037 |
| Total plan assets at beginning of year | 2015-12-31 | $7,524,532 |
| Value of fidelity bond covering the plan | 2015-12-31 | $380,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $355,853 |
| Expenses. Other expenses not covered elsewhere | 2015-12-31 | $6 |
| Contributions received from other sources (not participants or employers) | 2015-12-31 | $0 |
| Other income received | 2015-12-31 | $81,587 |
| Net income (gross income less expenses) | 2015-12-31 | $499,505 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $8,024,037 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $7,524,532 |
| Assets. Value of participant loans | 2015-12-31 | $72,705 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $162,427 |
| Value of certain deemed distributions of participant loans | 2015-12-31 | $0 |
| Value of corrective distributions | 2015-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $19,441 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
| 2014 : COHN LIFLAND PEARLMAN HERRMANN & KNOPF 401(K) SAVI 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $851,292 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $744,553 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $723,604 |
| Total plan assets at end of year | 2014-12-31 | $7,524,532 |
| Total plan assets at beginning of year | 2014-12-31 | $7,417,793 |
| Value of fidelity bond covering the plan | 2014-12-31 | $380,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $315,984 |
| Expenses. Other expenses not covered elsewhere | 2014-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2014-12-31 | $24,493 |
| Other income received | 2014-12-31 | $370,820 |
| Net income (gross income less expenses) | 2014-12-31 | $106,739 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $7,524,532 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $7,417,793 |
| Assets. Value of participant loans | 2014-12-31 | $75,858 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $139,995 |
| Value of certain deemed distributions of participant loans | 2014-12-31 | $0 |
| Value of corrective distributions | 2014-12-31 | $1,329 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $19,620 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
| 2013 : COHN LIFLAND PEARLMAN HERRMANN & KNOPF 401(K) SAVI 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $2,007,900 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $853,710 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $832,235 |
| Total plan assets at end of year | 2013-12-31 | $7,417,793 |
| Total plan assets at beginning of year | 2013-12-31 | $6,263,603 |
| Total contributions received or receivable from participants | 2013-12-31 | $367,856 |
| Expenses. Other expenses not covered elsewhere | 2013-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2013-12-31 | $108,654 |
| Other income received | 2013-12-31 | $1,390,030 |
| Net income (gross income less expenses) | 2013-12-31 | $1,154,190 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $7,417,793 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $6,263,603 |
| Assets. Value of participant loans | 2013-12-31 | $53,617 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $141,360 |
| Value of certain deemed distributions of participant loans | 2013-12-31 | $0 |
| Value of corrective distributions | 2013-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $21,475 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
| 2012 : COHN LIFLAND PEARLMAN HERRMANN & KNOPF 401(K) SAVI 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $1,077,560 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $153,255 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $130,318 |
| Total plan assets at end of year | 2012-12-31 | $6,263,603 |
| Total plan assets at beginning of year | 2012-12-31 | $5,339,298 |
| Value of fidelity bond covering the plan | 2012-12-31 | $380,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $324,199 |
| Expenses. Other expenses not covered elsewhere | 2012-12-31 | $125 |
| Contributions received from other sources (not participants or employers) | 2012-12-31 | $0 |
| Other income received | 2012-12-31 | $619,119 |
| Net income (gross income less expenses) | 2012-12-31 | $924,305 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $6,263,603 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $5,339,298 |
| Assets. Value of participant loans | 2012-12-31 | $49,198 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $134,242 |
| Value of certain deemed distributions of participant loans | 2012-12-31 | $0 |
| Value of corrective distributions | 2012-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $22,812 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
| 2011 : COHN LIFLAND PEARLMAN HERRMANN & KNOPF 401(K) SAVI 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $574,610 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $66,694 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $44,590 |
| Total plan assets at end of year | 2011-12-31 | $5,339,298 |
| Total plan assets at beginning of year | 2011-12-31 | $4,831,382 |
| Value of fidelity bond covering the plan | 2011-12-31 | $380,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $338,590 |
| Expenses. Other expenses not covered elsewhere | 2011-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2011-12-31 | $2,432 |
| Other income received | 2011-12-31 | $81,954 |
| Net income (gross income less expenses) | 2011-12-31 | $507,916 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $5,339,298 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $4,831,382 |
| Assets. Value of participant loans | 2011-12-31 | $32,882 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $151,634 |
| Value of certain deemed distributions of participant loans | 2011-12-31 | $0 |
| Value of corrective distributions | 2011-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $22,104 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
| 2010 : COHN LIFLAND PEARLMAN HERRMANN & KNOPF 401(K) SAVI 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $1,017,898 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $193,814 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $149,199 |
| Total plan assets at end of year | 2010-12-31 | $4,831,382 |
| Total plan assets at beginning of year | 2010-12-31 | $4,007,298 |
| Value of fidelity bond covering the plan | 2010-12-31 | $380,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $343,297 |
| Expenses. Other expenses not covered elsewhere | 2010-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2010-12-31 | $0 |
| Other income received | 2010-12-31 | $524,271 |
| Net income (gross income less expenses) | 2010-12-31 | $824,084 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $4,831,382 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $4,007,298 |
| Assets. Value of participant loans | 2010-12-31 | $48,618 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $150,330 |
| Value of certain deemed distributions of participant loans | 2010-12-31 | $0 |
| Value of corrective distributions | 2010-12-31 | $17,833 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $26,782 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
| 2009 : COHN LIFLAND PEARLMAN HERRMANN & KNOPF 401(K) SAVI 2009 401k financial data |
|---|
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
| 2016: COHN LIFLAND PEARLMAN HERRMANN & KNOPF 401(K) SAVI 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Submission has been amended | No |
| 2016-01-01 | This submission is the final filing | No |
| 2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-01-01 | Plan is a collectively bargained plan | No |
| 2016-01-01 | Plan funding arrangement – Insurance | Yes |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: COHN LIFLAND PEARLMAN HERRMANN & KNOPF 401(K) SAVI 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Submission has been amended | No |
| 2015-01-01 | This submission is the final filing | No |
| 2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-01-01 | Plan is a collectively bargained plan | No |
| 2015-01-01 | Plan funding arrangement – Insurance | Yes |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: COHN LIFLAND PEARLMAN HERRMANN & KNOPF 401(K) SAVI 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Submission has been amended | No |
| 2014-01-01 | This submission is the final filing | No |
| 2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-01-01 | Plan is a collectively bargained plan | No |
| 2014-01-01 | Plan funding arrangement – Insurance | Yes |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: COHN LIFLAND PEARLMAN HERRMANN & KNOPF 401(K) SAVI 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Submission has been amended | No |
| 2013-01-01 | This submission is the final filing | No |
| 2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-01-01 | Plan is a collectively bargained plan | No |
| 2013-01-01 | Plan funding arrangement – Insurance | Yes |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: COHN LIFLAND PEARLMAN HERRMANN & KNOPF 401(K) SAVI 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Submission has been amended | No |
| 2012-01-01 | This submission is the final filing | No |
| 2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-01-01 | Plan is a collectively bargained plan | No |
| 2012-01-01 | Plan funding arrangement – Insurance | Yes |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: COHN LIFLAND PEARLMAN HERRMANN & KNOPF 401(K) SAVI 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Submission has been amended | No |
| 2011-01-01 | This submission is the final filing | No |
| 2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-01-01 | Plan is a collectively bargained plan | No |
| 2011-01-01 | Plan funding arrangement – Insurance | Yes |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2010: COHN LIFLAND PEARLMAN HERRMANN & KNOPF 401(K) SAVI 2010 form 5500 responses |
|---|
| 2010-01-01 | Type of plan entity | Single employer plan |
| 2010-01-01 | Submission has been amended | Yes |
| 2010-01-01 | This submission is the final filing | No |
| 2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2010-01-01 | Plan is a collectively bargained plan | No |
| 2010-01-01 | Plan funding arrangement – Insurance | Yes |
| 2010-01-01 | Plan funding arrangement – Trust | Yes |
| 2010-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2010-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: COHN LIFLAND PEARLMAN HERRMANN & KNOPF 401(K) SAVI 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | No |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan is a collectively bargained plan | No |
| 2009-01-01 | Plan funding arrangement – Insurance | Yes |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
| MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 ) |
| Policy contract number | FL 9820 |
| Policy instance | 1 |
| Insurance contract or identification number | FL 9820 | | Number of Individuals Covered | 50 | | Insurance policy start date | 2015-01-01 | | Insurance policy end date | 2015-12-31 | | Total amount of commissions paid to insurance broker | USD $21,022 | | Total amount of fees paid to insurance company | USD $0 | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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? | Yes | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | 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 Broker | USD $9,251 | | Insurance broker organization code? | 3 | | Insurance broker name | RONALD BENNETT LEE |
|
| MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 ) |
| Policy contract number | FL 9820 |
| Policy instance | 1 |
| Insurance contract or identification number | FL 9820 | | Number of Individuals Covered | 52 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Total amount of commissions paid to insurance broker | USD $20,570 | | Total amount of fees paid to insurance company | USD $0 | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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? | Yes | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | 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 Broker | USD $9,250 | | Insurance broker organization code? | 3 | | Insurance broker name | RONALD BENNETT LEE |
|
| MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 ) |
| Policy contract number | FL 9820 |
| Policy instance | 1 |
| Insurance contract or identification number | FL 9820 | | Number of Individuals Covered | 48 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | Total amount of commissions paid to insurance broker | USD $21,263 | | Total amount of fees paid to insurance company | USD $0 | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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? | Yes | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | 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 Broker | USD $9,872 | | Insurance broker organization code? | 3 | | Insurance broker name | JACQUELINE GEARY |
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| MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 ) |
| Policy contract number | FL 9820 |
| Policy instance | 1 |
| Insurance contract or identification number | FL 9820 | | Number of Individuals Covered | 54 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Total amount of commissions paid to insurance broker | USD $20,571 | | Total amount of fees paid to insurance company | USD $0 | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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? | Yes | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | 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 Broker | USD $9,297 | | Insurance broker organization code? | 3 | | Insurance broker name | RONALD BENNETT LEE |
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| MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 ) |
| Policy contract number | FL 9820 |
| Policy instance | 1 |
| Insurance contract or identification number | FL 9820 | | Number of Individuals Covered | 57 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | Total amount of commissions paid to insurance broker | USD $17,350 | | Total amount of fees paid to insurance company | USD $0 | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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? | Yes | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | 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 |
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| MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 ) |
| Policy contract number | FL 9820 |
| Policy instance | 1 |
| Insurance contract or identification number | FL 9820 | | Number of Individuals Covered | 56 | | Insurance policy start date | 2010-01-01 | | Insurance policy end date | 2010-12-31 | | Total amount of commissions paid to insurance broker | USD $15,837 | | Total amount of fees paid to insurance company | USD $0 | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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? | Yes | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | 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 Broker | USD $11,003 | | Insurance broker organization code? | 3 | | Insurance broker name | JACQUELINE GEARY |
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