DIMARINO-KROOP-PRIETO GASTROINTESTINAL ASSOCIATES, P.A. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan DIMARINO-KROOP-PRIETO GASTROINTESTINAL ASSOCIATES, P.A. TERMINATED PENSION PLAN
401k plan membership statisitcs for DIMARINO-KROOP-PRIETO GASTROINTESTINAL ASSOCIATES, P.A. TERMINATED PENSION PLAN
| Measure | Date | Value |
|---|
| 2022: DIMARINO-KROOP-PRIETO GASTROINTESTINAL ASSOCIATES, P.A. TERMINATED PENSION PLAN 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-11-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-11-01 | 2 |
| Number of retired or separated participants receiving benefits | 2022-11-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2022-11-01 | 0 |
| Total of all active and inactive participants | 2022-11-01 | 3 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-11-01 | 0 |
| Total participants | 2022-11-01 | 3 |
| Number of participants with account balances | 2022-11-01 | 3 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-11-01 | 0 |
| 2021: DIMARINO-KROOP-PRIETO GASTROINTESTINAL ASSOCIATES, P.A. TERMINATED PENSION PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-11-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-11-01 | 2 |
| Number of retired or separated participants receiving benefits | 2021-11-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2021-11-01 | 0 |
| Total of all active and inactive participants | 2021-11-01 | 3 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-11-01 | 0 |
| Total participants | 2021-11-01 | 3 |
| Number of participants with account balances | 2021-11-01 | 3 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-11-01 | 0 |
| 2020: DIMARINO-KROOP-PRIETO GASTROINTESTINAL ASSOCIATES, P.A. TERMINATED PENSION PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-11-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-11-01 | 2 |
| Number of retired or separated participants receiving benefits | 2020-11-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2020-11-01 | 0 |
| Total of all active and inactive participants | 2020-11-01 | 3 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-11-01 | 0 |
| Total participants | 2020-11-01 | 3 |
| Number of participants with account balances | 2020-11-01 | 3 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-11-01 | 0 |
| 2019: DIMARINO-KROOP-PRIETO GASTROINTESTINAL ASSOCIATES, P.A. TERMINATED PENSION PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-11-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-11-01 | 2 |
| Number of retired or separated participants receiving benefits | 2019-11-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2019-11-01 | 0 |
| Total of all active and inactive participants | 2019-11-01 | 3 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-11-01 | 0 |
| Total participants | 2019-11-01 | 3 |
| Number of participants with account balances | 2019-11-01 | 3 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-11-01 | 0 |
| 2018: DIMARINO-KROOP-PRIETO GASTROINTESTINAL ASSOCIATES, P.A. TERMINATED PENSION PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-11-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-11-01 | 3 |
| Number of retired or separated participants receiving benefits | 2018-11-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2018-11-01 | 0 |
| Total of all active and inactive participants | 2018-11-01 | 3 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-11-01 | 0 |
| Total participants | 2018-11-01 | 3 |
| Number of participants with account balances | 2018-11-01 | 3 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-11-01 | 0 |
| 2017: DIMARINO-KROOP-PRIETO GASTROINTESTINAL ASSOCIATES, P.A. TERMINATED PENSION PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-11-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-11-01 | 3 |
| Number of retired or separated participants receiving benefits | 2017-11-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2017-11-01 | 0 |
| Total of all active and inactive participants | 2017-11-01 | 3 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-11-01 | 0 |
| Total participants | 2017-11-01 | 3 |
| Number of participants with account balances | 2017-11-01 | 3 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-11-01 | 0 |
| 2016: DIMARINO-KROOP-PRIETO GASTROINTESTINAL ASSOCIATES, P.A. TERMINATED PENSION PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-11-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-11-01 | 3 |
| Number of retired or separated participants receiving benefits | 2016-11-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2016-11-01 | 0 |
| Total of all active and inactive participants | 2016-11-01 | 3 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-11-01 | 0 |
| Total participants | 2016-11-01 | 3 |
| Number of participants with account balances | 2016-11-01 | 3 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-11-01 | 0 |
| 2015: DIMARINO-KROOP-PRIETO GASTROINTESTINAL ASSOCIATES, P.A. TERMINATED PENSION PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-11-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-11-01 | 3 |
| Number of retired or separated participants receiving benefits | 2015-11-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2015-11-01 | 0 |
| Total of all active and inactive participants | 2015-11-01 | 3 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-11-01 | 0 |
| Total participants | 2015-11-01 | 3 |
| Number of participants with account balances | 2015-11-01 | 3 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-11-01 | 0 |
| 2014: DIMARINO-KROOP-PRIETO GASTROINTESTINAL ASSOCIATES, P.A. TERMINATED PENSION PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-11-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-11-01 | 3 |
| Number of retired or separated participants receiving benefits | 2014-11-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2014-11-01 | 0 |
| Total of all active and inactive participants | 2014-11-01 | 3 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-11-01 | 0 |
| Total participants | 2014-11-01 | 3 |
| Number of participants with account balances | 2014-11-01 | 3 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-11-01 | 0 |
| 2013: DIMARINO-KROOP-PRIETO GASTROINTESTINAL ASSOCIATES, P.A. TERMINATED PENSION PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-11-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-11-01 | 3 |
| Number of retired or separated participants receiving benefits | 2013-11-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2013-11-01 | 0 |
| Total of all active and inactive participants | 2013-11-01 | 3 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-11-01 | 0 |
| Total participants | 2013-11-01 | 3 |
| Number of participants with account balances | 2013-11-01 | 3 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-11-01 | 0 |
| 2012: DIMARINO-KROOP-PRIETO GASTROINTESTINAL ASSOCIATES, P.A. TERMINATED PENSION PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-11-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-11-01 | 3 |
| Number of retired or separated participants receiving benefits | 2012-11-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2012-11-01 | 0 |
| Total of all active and inactive participants | 2012-11-01 | 3 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-11-01 | 0 |
| Total participants | 2012-11-01 | 3 |
| Number of participants with account balances | 2012-11-01 | 3 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-11-01 | 0 |
| 2011: DIMARINO-KROOP-PRIETO GASTROINTESTINAL ASSOCIATES, P.A. TERMINATED PENSION PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-11-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-11-01 | 3 |
| Number of retired or separated participants receiving benefits | 2011-11-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2011-11-01 | 0 |
| Total of all active and inactive participants | 2011-11-01 | 3 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-11-01 | 0 |
| Total participants | 2011-11-01 | 3 |
| Number of participants with account balances | 2011-11-01 | 3 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-11-01 | 0 |
| 2009: DIMARINO-KROOP-PRIETO GASTROINTESTINAL ASSOCIATES, P.A. TERMINATED PENSION PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-11-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-11-01 | 3 |
| Number of retired or separated participants receiving benefits | 2009-11-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2009-11-01 | 0 |
| Total of all active and inactive participants | 2009-11-01 | 3 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-11-01 | 0 |
| Total participants | 2009-11-01 | 3 |
| Number of participants with account balances | 2009-11-01 | 3 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-11-01 | 0 |
| Measure | Date | Value |
|---|
| 2022 : DIMARINO-KROOP-PRIETO GASTROINTESTINAL ASSOCIATES, P.A. TERMINATED PENSION PLAN 2022 401k financial data |
|---|
| Total income from all sources | 2022-10-31 | $-583,917 |
| Expenses. Total of all expenses incurred | 2022-10-31 | $492,857 |
| Benefits paid (including direct rollovers) | 2022-10-31 | $446,392 |
| Total plan assets at end of year | 2022-10-31 | $10,371,658 |
| Total plan assets at beginning of year | 2022-10-31 | $11,448,432 |
| Value of fidelity bond covering the plan | 2022-10-31 | $500,000 |
| Other income received | 2022-10-31 | $-583,917 |
| Net income (gross income less expenses) | 2022-10-31 | $-1,076,774 |
| Net plan assets at end of year (total assets less liabilities) | 2022-10-31 | $10,371,658 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-10-31 | $11,448,432 |
| Assets. Value of assets in partnership/joint-venture interests | 2022-10-31 | $8,414 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-10-31 | $46,465 |
| 2021 : DIMARINO-KROOP-PRIETO GASTROINTESTINAL ASSOCIATES, P.A. TERMINATED PENSION PLAN 2021 401k financial data |
|---|
| Total income from all sources | 2021-10-31 | $1,804,834 |
| Expenses. Total of all expenses incurred | 2021-10-31 | $57,881 |
| Total plan assets at end of year | 2021-10-31 | $11,448,432 |
| Total plan assets at beginning of year | 2021-10-31 | $9,701,479 |
| Value of fidelity bond covering the plan | 2021-10-31 | $500,000 |
| Other income received | 2021-10-31 | $1,804,834 |
| Net income (gross income less expenses) | 2021-10-31 | $1,746,953 |
| Net plan assets at end of year (total assets less liabilities) | 2021-10-31 | $11,448,432 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-10-31 | $9,701,479 |
| Assets. Value of assets in partnership/joint-venture interests | 2021-10-31 | $8,414 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-10-31 | $57,881 |
| Funding deficiency by the employer to the plan for this plan year | 2021-10-31 | $0 |
| Minimum employer required contribution for this plan year | 2021-10-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2021-10-31 | $0 |
| 2020 : DIMARINO-KROOP-PRIETO GASTROINTESTINAL ASSOCIATES, P.A. TERMINATED PENSION PLAN 2020 401k financial data |
|---|
| Total income from all sources | 2020-10-31 | $212,042 |
| Expenses. Total of all expenses incurred | 2020-10-31 | $665,089 |
| Benefits paid (including direct rollovers) | 2020-10-31 | $616,605 |
| Total plan assets at end of year | 2020-10-31 | $9,701,479 |
| Total plan assets at beginning of year | 2020-10-31 | $10,154,526 |
| Value of fidelity bond covering the plan | 2020-10-31 | $500,000 |
| Other income received | 2020-10-31 | $212,042 |
| Net income (gross income less expenses) | 2020-10-31 | $-453,047 |
| Net plan assets at end of year (total assets less liabilities) | 2020-10-31 | $9,701,479 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-10-31 | $10,154,526 |
| Assets. Value of assets in partnership/joint-venture interests | 2020-10-31 | $8,414 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-10-31 | $48,484 |
| 2019 : DIMARINO-KROOP-PRIETO GASTROINTESTINAL ASSOCIATES, P.A. TERMINATED PENSION PLAN 2019 401k financial data |
|---|
| Total income from all sources | 2019-10-31 | $866,920 |
| Expenses. Total of all expenses incurred | 2019-10-31 | $455,282 |
| Benefits paid (including direct rollovers) | 2019-10-31 | $405,542 |
| Total plan assets at end of year | 2019-10-31 | $10,154,526 |
| Total plan assets at beginning of year | 2019-10-31 | $9,742,888 |
| Value of fidelity bond covering the plan | 2019-10-31 | $500,000 |
| Other income received | 2019-10-31 | $866,920 |
| Net income (gross income less expenses) | 2019-10-31 | $411,638 |
| Net plan assets at end of year (total assets less liabilities) | 2019-10-31 | $10,154,526 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-10-31 | $9,742,888 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-10-31 | $49,740 |
| Funding deficiency by the employer to the plan for this plan year | 2019-10-31 | $0 |
| Minimum employer required contribution for this plan year | 2019-10-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2019-10-31 | $0 |
| 2018 : DIMARINO-KROOP-PRIETO GASTROINTESTINAL ASSOCIATES, P.A. TERMINATED PENSION PLAN 2018 401k financial data |
|---|
| Funding deficiency by the employer to the plan for this plan year | 2018-10-31 | $0 |
| Minimum employer required contribution for this plan year | 2018-10-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2018-10-31 | $0 |
| 2017 : DIMARINO-KROOP-PRIETO GASTROINTESTINAL ASSOCIATES, P.A. TERMINATED PENSION PLAN 2017 401k financial data |
|---|
| Total income from all sources | 2017-10-31 | $1,220,808 |
| Expenses. Total of all expenses incurred | 2017-10-31 | $285,983 |
| Benefits paid (including direct rollovers) | 2017-10-31 | $243,884 |
| Total plan assets at end of year | 2017-10-31 | $9,879,844 |
| Total plan assets at beginning of year | 2017-10-31 | $8,945,019 |
| Value of fidelity bond covering the plan | 2017-10-31 | $500,000 |
| Other income received | 2017-10-31 | $1,220,808 |
| Net income (gross income less expenses) | 2017-10-31 | $934,825 |
| Net plan assets at end of year (total assets less liabilities) | 2017-10-31 | $9,879,844 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-10-31 | $8,945,019 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-10-31 | $42,099 |
| 2016 : DIMARINO-KROOP-PRIETO GASTROINTESTINAL ASSOCIATES, P.A. TERMINATED PENSION PLAN 2016 401k financial data |
|---|
| Total income from all sources | 2016-10-31 | $190,104 |
| Expenses. Total of all expenses incurred | 2016-10-31 | $296,319 |
| Benefits paid (including direct rollovers) | 2016-10-31 | $249,989 |
| Total plan assets at end of year | 2016-10-31 | $8,945,019 |
| Total plan assets at beginning of year | 2016-10-31 | $9,051,234 |
| Value of fidelity bond covering the plan | 2016-10-31 | $500,000 |
| Net income (gross income less expenses) | 2016-10-31 | $-106,215 |
| Net plan assets at end of year (total assets less liabilities) | 2016-10-31 | $8,945,019 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-10-31 | $9,051,234 |
| Total contributions received or receivable from employer(s) | 2016-10-31 | $190,104 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-10-31 | $46,330 |
| Funding deficiency by the employer to the plan for this plan year | 2016-10-31 | $0 |
| Minimum employer required contribution for this plan year | 2016-10-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2016-10-31 | $0 |
| 2015 : DIMARINO-KROOP-PRIETO GASTROINTESTINAL ASSOCIATES, P.A. TERMINATED PENSION PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-10-31 | $-181,820 |
| Expenses. Total of all expenses incurred | 2015-10-31 | $271,830 |
| Benefits paid (including direct rollovers) | 2015-10-31 | $219,777 |
| Total plan assets at end of year | 2015-10-31 | $9,051,234 |
| Total plan assets at beginning of year | 2015-10-31 | $9,504,884 |
| Value of fidelity bond covering the plan | 2015-10-31 | $500,000 |
| Other income received | 2015-10-31 | $-181,820 |
| Net income (gross income less expenses) | 2015-10-31 | $-453,650 |
| Net plan assets at end of year (total assets less liabilities) | 2015-10-31 | $9,051,234 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-10-31 | $9,504,884 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-10-31 | $52,053 |
| Funding deficiency by the employer to the plan for this plan year | 2015-10-31 | $0 |
| Minimum employer required contribution for this plan year | 2015-10-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2015-10-31 | $0 |
| 2014 : DIMARINO-KROOP-PRIETO GASTROINTESTINAL ASSOCIATES, P.A. TERMINATED PENSION PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-10-31 | $918,074 |
| Expenses. Total of all expenses incurred | 2014-10-31 | $53,518 |
| Total plan assets at end of year | 2014-10-31 | $9,504,884 |
| Total plan assets at beginning of year | 2014-10-31 | $8,640,328 |
| Value of fidelity bond covering the plan | 2014-10-31 | $500,000 |
| Other income received | 2014-10-31 | $918,074 |
| Net income (gross income less expenses) | 2014-10-31 | $864,556 |
| Net plan assets at end of year (total assets less liabilities) | 2014-10-31 | $9,504,884 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-10-31 | $8,640,328 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-10-31 | $53,518 |
| Funding deficiency by the employer to the plan for this plan year | 2014-10-31 | $0 |
| Minimum employer required contribution for this plan year | 2014-10-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2014-10-31 | $0 |
| 2013 : DIMARINO-KROOP-PRIETO GASTROINTESTINAL ASSOCIATES, P.A. TERMINATED PENSION PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-10-31 | $974,313 |
| Expenses. Total of all expenses incurred | 2013-10-31 | $53,834 |
| Total plan assets at end of year | 2013-10-31 | $8,640,328 |
| Total plan assets at beginning of year | 2013-10-31 | $7,719,849 |
| Value of fidelity bond covering the plan | 2013-10-31 | $500,000 |
| Expenses. Other expenses not covered elsewhere | 2013-10-31 | $4,225 |
| Other income received | 2013-10-31 | $974,313 |
| Net income (gross income less expenses) | 2013-10-31 | $920,479 |
| Net plan assets at end of year (total assets less liabilities) | 2013-10-31 | $8,640,328 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-10-31 | $7,719,849 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-10-31 | $49,609 |
| Funding deficiency by the employer to the plan for this plan year | 2013-10-31 | $0 |
| Minimum employer required contribution for this plan year | 2013-10-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2013-10-31 | $0 |
| 2012 : DIMARINO-KROOP-PRIETO GASTROINTESTINAL ASSOCIATES, P.A. TERMINATED PENSION PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-10-31 | $447,852 |
| Expenses. Total of all expenses incurred | 2012-10-31 | $47,158 |
| Total plan assets at end of year | 2012-10-31 | $7,719,849 |
| Total plan assets at beginning of year | 2012-10-31 | $7,319,155 |
| Value of fidelity bond covering the plan | 2012-10-31 | $500,000 |
| Expenses. Other expenses not covered elsewhere | 2012-10-31 | $47,158 |
| Other income received | 2012-10-31 | $447,852 |
| Net income (gross income less expenses) | 2012-10-31 | $400,694 |
| Net plan assets at end of year (total assets less liabilities) | 2012-10-31 | $7,719,849 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-10-31 | $7,319,155 |
| Funding deficiency by the employer to the plan for this plan year | 2012-10-31 | $0 |
| Minimum employer required contribution for this plan year | 2012-10-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2012-10-31 | $0 |
| 2011 : DIMARINO-KROOP-PRIETO GASTROINTESTINAL ASSOCIATES, P.A. TERMINATED PENSION PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-10-31 | $10,748 |
| Expenses. Total of all expenses incurred | 2011-10-31 | $18,604 |
| Total plan assets at end of year | 2011-10-31 | $7,319,155 |
| Total plan assets at beginning of year | 2011-10-31 | $7,327,011 |
| Value of fidelity bond covering the plan | 2011-10-31 | $500,000 |
| Other income received | 2011-10-31 | $10,748 |
| Net income (gross income less expenses) | 2011-10-31 | $-7,856 |
| Net plan assets at end of year (total assets less liabilities) | 2011-10-31 | $7,319,155 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-10-31 | $7,327,011 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-10-31 | $18,604 |
| Funding deficiency by the employer to the plan for this plan year | 2011-10-31 | $0 |
| Minimum employer required contribution for this plan year | 2011-10-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2011-10-31 | $0 |
| 2010 : DIMARINO-KROOP-PRIETO GASTROINTESTINAL ASSOCIATES, P.A. TERMINATED PENSION PLAN 2010 401k financial data |
|---|
| Funding deficiency by the employer to the plan for this plan year | 2010-10-31 | $0 |
| Minimum employer required contribution for this plan year | 2010-10-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2010-10-31 | $0 |
| 2022: DIMARINO-KROOP-PRIETO GASTROINTESTINAL ASSOCIATES, P.A. TERMINATED PENSION PLAN 2022 form 5500 responses |
|---|
| 2022-11-01 | Type of plan entity | Single employer plan |
| 2022-11-01 | Plan funding arrangement – Trust | Yes |
| 2022-11-01 | Plan benefit arrangement - Trust | Yes |
| 2021: DIMARINO-KROOP-PRIETO GASTROINTESTINAL ASSOCIATES, P.A. TERMINATED PENSION PLAN 2021 form 5500 responses |
|---|
| 2021-11-01 | Type of plan entity | Single employer plan |
| 2021-11-01 | Submission has been amended | No |
| 2021-11-01 | This submission is the final filing | No |
| 2021-11-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-11-01 | Plan is a collectively bargained plan | No |
| 2021-11-01 | Plan funding arrangement – Trust | Yes |
| 2021-11-01 | Plan benefit arrangement - Trust | Yes |
| 2020: DIMARINO-KROOP-PRIETO GASTROINTESTINAL ASSOCIATES, P.A. TERMINATED PENSION PLAN 2020 form 5500 responses |
|---|
| 2020-11-01 | Type of plan entity | Single employer plan |
| 2020-11-01 | Submission has been amended | No |
| 2020-11-01 | This submission is the final filing | No |
| 2020-11-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-11-01 | Plan is a collectively bargained plan | No |
| 2020-11-01 | Plan funding arrangement – Trust | Yes |
| 2020-11-01 | Plan benefit arrangement - Trust | Yes |
| 2019: DIMARINO-KROOP-PRIETO GASTROINTESTINAL ASSOCIATES, P.A. TERMINATED PENSION PLAN 2019 form 5500 responses |
|---|
| 2019-11-01 | Type of plan entity | Single employer plan |
| 2019-11-01 | Submission has been amended | No |
| 2019-11-01 | This submission is the final filing | No |
| 2019-11-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-11-01 | Plan is a collectively bargained plan | No |
| 2019-11-01 | Plan funding arrangement – Trust | Yes |
| 2019-11-01 | Plan benefit arrangement - Trust | Yes |
| 2018: DIMARINO-KROOP-PRIETO GASTROINTESTINAL ASSOCIATES, P.A. TERMINATED PENSION PLAN 2018 form 5500 responses |
|---|
| 2018-11-01 | Type of plan entity | Single employer plan |
| 2018-11-01 | Submission has been amended | No |
| 2018-11-01 | This submission is the final filing | No |
| 2018-11-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-11-01 | Plan is a collectively bargained plan | No |
| 2018-11-01 | Plan funding arrangement – Insurance | Yes |
| 2018-11-01 | Plan funding arrangement – Trust | Yes |
| 2018-11-01 | Plan benefit arrangement – Insurance | Yes |
| 2018-11-01 | Plan benefit arrangement - Trust | Yes |
| 2017: DIMARINO-KROOP-PRIETO GASTROINTESTINAL ASSOCIATES, P.A. TERMINATED PENSION PLAN 2017 form 5500 responses |
|---|
| 2017-11-01 | Type of plan entity | Single employer plan |
| 2017-11-01 | Submission has been amended | No |
| 2017-11-01 | This submission is the final filing | No |
| 2017-11-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-11-01 | Plan is a collectively bargained plan | No |
| 2017-11-01 | Plan funding arrangement – Insurance | Yes |
| 2017-11-01 | Plan funding arrangement – Trust | Yes |
| 2017-11-01 | Plan benefit arrangement – Insurance | Yes |
| 2017-11-01 | Plan benefit arrangement - Trust | Yes |
| 2016: DIMARINO-KROOP-PRIETO GASTROINTESTINAL ASSOCIATES, P.A. TERMINATED PENSION PLAN 2016 form 5500 responses |
|---|
| 2016-11-01 | Type of plan entity | Single employer plan |
| 2016-11-01 | Submission has been amended | No |
| 2016-11-01 | This submission is the final filing | No |
| 2016-11-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-11-01 | Plan is a collectively bargained plan | No |
| 2016-11-01 | Plan funding arrangement – Insurance | Yes |
| 2016-11-01 | Plan funding arrangement – Trust | Yes |
| 2016-11-01 | Plan benefit arrangement – Insurance | Yes |
| 2016-11-01 | Plan benefit arrangement - Trust | Yes |
| 2015: DIMARINO-KROOP-PRIETO GASTROINTESTINAL ASSOCIATES, P.A. TERMINATED PENSION PLAN 2015 form 5500 responses |
|---|
| 2015-11-01 | Type of plan entity | Single employer plan |
| 2015-11-01 | Submission has been amended | No |
| 2015-11-01 | This submission is the final filing | No |
| 2015-11-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-11-01 | Plan is a collectively bargained plan | No |
| 2015-11-01 | Plan funding arrangement – Insurance | Yes |
| 2015-11-01 | Plan funding arrangement – Trust | Yes |
| 2015-11-01 | Plan benefit arrangement – Insurance | Yes |
| 2015-11-01 | Plan benefit arrangement - Trust | Yes |
| 2014: DIMARINO-KROOP-PRIETO GASTROINTESTINAL ASSOCIATES, P.A. TERMINATED PENSION PLAN 2014 form 5500 responses |
|---|
| 2014-11-01 | Type of plan entity | Single employer plan |
| 2014-11-01 | Submission has been amended | No |
| 2014-11-01 | This submission is the final filing | No |
| 2014-11-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-11-01 | Plan is a collectively bargained plan | No |
| 2014-11-01 | Plan funding arrangement – Insurance | Yes |
| 2014-11-01 | Plan funding arrangement – Trust | Yes |
| 2014-11-01 | Plan benefit arrangement – Insurance | Yes |
| 2014-11-01 | Plan benefit arrangement - Trust | Yes |
| 2013: DIMARINO-KROOP-PRIETO GASTROINTESTINAL ASSOCIATES, P.A. TERMINATED PENSION PLAN 2013 form 5500 responses |
|---|
| 2013-11-01 | Type of plan entity | Single employer plan |
| 2013-11-01 | Submission has been amended | No |
| 2013-11-01 | This submission is the final filing | No |
| 2013-11-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-11-01 | Plan is a collectively bargained plan | No |
| 2013-11-01 | Plan funding arrangement – Insurance | Yes |
| 2013-11-01 | Plan funding arrangement – Trust | Yes |
| 2013-11-01 | Plan benefit arrangement – Insurance | Yes |
| 2013-11-01 | Plan benefit arrangement - Trust | Yes |
| 2012: DIMARINO-KROOP-PRIETO GASTROINTESTINAL ASSOCIATES, P.A. TERMINATED PENSION PLAN 2012 form 5500 responses |
|---|
| 2012-11-01 | Type of plan entity | Single employer plan |
| 2012-11-01 | Submission has been amended | No |
| 2012-11-01 | This submission is the final filing | No |
| 2012-11-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-11-01 | Plan is a collectively bargained plan | No |
| 2012-11-01 | Plan funding arrangement – Insurance | Yes |
| 2012-11-01 | Plan funding arrangement – Trust | Yes |
| 2012-11-01 | Plan benefit arrangement – Insurance | Yes |
| 2012-11-01 | Plan benefit arrangement - Trust | Yes |
| 2011: DIMARINO-KROOP-PRIETO GASTROINTESTINAL ASSOCIATES, P.A. TERMINATED PENSION PLAN 2011 form 5500 responses |
|---|
| 2011-11-01 | Type of plan entity | Single employer plan |
| 2011-11-01 | Submission has been amended | No |
| 2011-11-01 | This submission is the final filing | No |
| 2011-11-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-11-01 | Plan is a collectively bargained plan | No |
| 2011-11-01 | Plan funding arrangement – Insurance | Yes |
| 2011-11-01 | Plan funding arrangement – Trust | Yes |
| 2011-11-01 | Plan benefit arrangement – Insurance | Yes |
| 2011-11-01 | Plan benefit arrangement - Trust | Yes |
| 2009: DIMARINO-KROOP-PRIETO GASTROINTESTINAL ASSOCIATES, P.A. TERMINATED PENSION PLAN 2009 form 5500 responses |
|---|
| 2009-11-01 | Type of plan entity | Single employer plan |
| 2009-11-01 | Submission has been amended | No |
| 2009-11-01 | This submission is the final filing | No |
| 2009-11-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-11-01 | Plan is a collectively bargained plan | No |
| 2009-11-01 | Plan funding arrangement – Insurance | Yes |
| 2009-11-01 | Plan funding arrangement – Trust | Yes |
| 2009-11-01 | Plan benefit arrangement – Insurance | Yes |
| 2009-11-01 | Plan benefit arrangement - Trust | Yes |
| PHOENIX LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 67814 ) |
| Policy contract number | 2157412 |
| Policy instance | 2 |
| Insurance contract or identification number | 2157412 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2018-11-01 | | Insurance policy end date | 2019-10-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | 1 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating 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? | No | | 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 |
|
| PHOENIX LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 67814 ) |
| Policy contract number | 2157413 |
| Policy instance | 1 |
| Insurance contract or identification number | 2157413 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2018-11-01 | | Insurance policy end date | 2019-10-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | 1 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating 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? | No | | 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 |
|
| PHOENIX LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 67814 ) |
| Policy contract number | 2157413 |
| Policy instance | 2 |
| Insurance contract or identification number | 2157413 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2017-11-01 | | Insurance policy end date | 2018-10-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | 1 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating 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? | No | | 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 |
|
| PHOENIX LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 67814 ) |
| Policy contract number | 2157412 |
| Policy instance | 3 |
| Insurance contract or identification number | 2157412 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2017-11-01 | | Insurance policy end date | 2018-10-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | 1 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating 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? | No | | 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 |
|
| PHOENIX LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 67814 ) |
| Policy contract number | 2138330 |
| Policy instance | 1 |
| Insurance contract or identification number | 2138330 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2017-11-01 | | Insurance policy end date | 2018-10-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | 1 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating 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? | No | | 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 |
|
| PHOENIX LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 67814 ) |
| Policy contract number | 2157412 |
| Policy instance | 3 |
| Insurance contract or identification number | 2157412 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2015-11-01 | | Insurance policy end date | 2016-10-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | Yes | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating 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? | No | | 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 |
|
| PHOENIX LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 67814 ) |
| Policy contract number | 2157413 |
| Policy instance | 2 |
| Insurance contract or identification number | 2157413 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2015-11-01 | | Insurance policy end date | 2016-10-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | Yes | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating 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? | No | | 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 |
|
| PHOENIX LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 67814 ) |
| Policy contract number | 2138330 |
| Policy instance | 1 |
| Insurance contract or identification number | 2138330 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2015-11-01 | | Insurance policy end date | 2016-10-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | Yes | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating 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? | No | | 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 |
|
| PHOENIX LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 67814 ) |
| Policy contract number | 2157412 |
| Policy instance | 3 |
| Insurance contract or identification number | 2157412 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2014-11-01 | | Insurance policy end date | 2015-10-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | Yes | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating 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? | No | | 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 |
|
| PHOENIX LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 67814 ) |
| Policy contract number | 2157413 |
| Policy instance | 2 |
| Insurance contract or identification number | 2157413 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2014-11-01 | | Insurance policy end date | 2015-10-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | Yes | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating 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? | No | | 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 |
|
| PHOENIX LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 67814 ) |
| Policy contract number | 2138330 |
| Policy instance | 1 |
| Insurance contract or identification number | 2138330 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2014-11-01 | | Insurance policy end date | 2015-10-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | Yes | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating 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? | No | | 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 |
|
| PHOENIX LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 67814 ) |
| Policy contract number | 2157412 |
| Policy instance | 3 |
| Insurance contract or identification number | 2157412 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2013-11-01 | | Insurance policy end date | 2014-10-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | Yes | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating 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? | No | | 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 |
|
| PHOENIX LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 67814 ) |
| Policy contract number | 2138330 |
| Policy instance | 1 |
| Insurance contract or identification number | 2138330 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2013-11-01 | | Insurance policy end date | 2014-10-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | Yes | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating 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? | No | | 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 |
|
| PHOENIX LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 67814 ) |
| Policy contract number | 2157413 |
| Policy instance | 2 |
| Insurance contract or identification number | 2157413 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2013-11-01 | | Insurance policy end date | 2014-10-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | Yes | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating 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? | No | | 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 |
|
| PHOENIX LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 67814 ) |
| Policy contract number | 2157413 |
| Policy instance | 2 |
| Insurance contract or identification number | 2157413 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2012-11-01 | | Insurance policy end date | 2013-10-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | Yes | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating 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? | No | | 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 |
|
| PHOENIX LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 67814 ) |
| Policy contract number | 2157412 |
| Policy instance | 3 |
| Insurance contract or identification number | 2157412 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2012-11-01 | | Insurance policy end date | 2013-10-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | Yes | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating 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? | No | | 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 |
|
| PHOENIX LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 67814 ) |
| Policy contract number | 2138330 |
| Policy instance | 1 |
| Insurance contract or identification number | 2138330 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2012-11-01 | | Insurance policy end date | 2013-10-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | Yes | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating 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? | No | | 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 |
|
| PHOENIX LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 67814 ) |
| Policy contract number | 2157413 |
| Policy instance | 2 |
| Insurance contract or identification number | 2157413 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2011-11-01 | | Insurance policy end date | 2012-10-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | Yes | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating 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? | No | | 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 |
|
| PHOENIX LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 67814 ) |
| Policy contract number | 2157412 |
| Policy instance | 3 |
| Insurance contract or identification number | 2157412 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2011-11-01 | | Insurance policy end date | 2012-10-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | Yes | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating 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? | No | | 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 |
|
| PHOENIX LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 67814 ) |
| Policy contract number | 2138330 |
| Policy instance | 1 |
| Insurance contract or identification number | 2138330 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2011-11-01 | | Insurance policy end date | 2012-10-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | Yes | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating 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? | No | | 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 |
|
| PHOENIX LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 67814 ) |
| Policy contract number | 2157412 |
| Policy instance | 3 |
| Insurance contract or identification number | 2157412 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2010-11-01 | | Insurance policy end date | 2011-10-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | Yes | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating 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? | No | | 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 |
|
| PHOENIX LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 67814 ) |
| Policy contract number | 2157413 |
| Policy instance | 2 |
| Insurance contract or identification number | 2157413 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2010-11-01 | | Insurance policy end date | 2011-10-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | Yes | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating 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? | No | | 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 |
|
| PHOENIX LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 67814 ) |
| Policy contract number | 2138330 |
| Policy instance | 1 |
| Insurance contract or identification number | 2138330 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2010-11-01 | | Insurance policy end date | 2011-10-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | Yes | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating 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? | No | | 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 |
|
