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CIRCLE JANITORIAL SUPPLIES, INC. 401(K) PLAN 401k Plan overview

Plan NameCIRCLE JANITORIAL SUPPLIES, INC. 401(K) PLAN
Plan identification number 001

CIRCLE JANITORIAL SUPPLIES, INC. 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

CIRCLE JANITORIAL SUPPLIES, INC. has sponsored the creation of one or more 401k plans.

Company Name:CIRCLE JANITORIAL SUPPLIES, INC.
Employer identification number (EIN):222333034
NAIC Classification:423990
NAIC Description:Other Miscellaneous Durable Goods Merchant Wholesalers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CIRCLE JANITORIAL SUPPLIES, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01DANIEL QUILES DANIEL QUILES2019-05-21
0012017-01-01NICOLE NOWACKY NICOLE NOWACKY2018-07-23
0012016-01-01DANIEL QUILES DANIEL QUILES2017-03-10
0012015-01-01DANIEL QUILES2016-05-24
0012014-01-01DANIEL QUILES2015-10-07
0012013-01-01DANIEL QUILES2014-10-09
0012012-01-01DANIEL QUILES2013-10-08
0012011-01-01DANIEL QUILES2012-09-24
0012010-01-01DANIEL QUILES2011-06-30

Plan Statistics for CIRCLE JANITORIAL SUPPLIES, INC. 401(K) PLAN

401k plan membership statisitcs for CIRCLE JANITORIAL SUPPLIES, INC. 401(K) PLAN

Measure Date Value
2023: CIRCLE JANITORIAL SUPPLIES, INC. 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-015
Total number of active participants reported on line 7a of the Form 55002023-01-014
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-010
Total of all active and inactive participants2023-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-014
Number of participants with account balances2023-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: CIRCLE JANITORIAL SUPPLIES, INC. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-015
Total number of active participants reported on line 7a of the Form 55002022-01-015
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-015
Number of participants with account balances2022-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: CIRCLE JANITORIAL SUPPLIES, INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-015
Total number of active participants reported on line 7a of the Form 55002021-01-014
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-011
Total of all active and inactive participants2021-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-015
Number of participants with account balances2021-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-011
2020: CIRCLE JANITORIAL SUPPLIES, INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-017
Total number of active participants reported on line 7a of the Form 55002020-01-015
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-011
Total of all active and inactive participants2020-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-016
Number of participants with account balances2020-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: CIRCLE JANITORIAL SUPPLIES, INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-018
Total number of active participants reported on line 7a of the Form 55002019-01-017
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-011
Total of all active and inactive participants2019-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-018
Number of participants with account balances2019-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: CIRCLE JANITORIAL SUPPLIES, INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-018
Total number of active participants reported on line 7a of the Form 55002018-01-016
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-011
Total of all active and inactive participants2018-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-017
Number of participants with account balances2018-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: CIRCLE JANITORIAL SUPPLIES, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-016
Total number of active participants reported on line 7a of the Form 55002017-01-014
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-012
Total of all active and inactive participants2017-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-016
Number of participants with account balances2017-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: CIRCLE JANITORIAL SUPPLIES, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-016
Total number of active participants reported on line 7a of the Form 55002016-01-014
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-014
Number of participants with account balances2016-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010

Financial Data on CIRCLE JANITORIAL SUPPLIES, INC. 401(K) PLAN

Measure Date Value
2023 : CIRCLE JANITORIAL SUPPLIES, INC. 401(K) PLAN 2023 401k financial data
Transfers to/from the plan2023-12-31$0
Total plan liabilities at end of year2023-12-31$0
Total plan liabilities at beginning of year2023-12-31$0
Total income from all sources2023-12-31$238,492
Expenses. Total of all expenses incurred2023-12-31$1,240
Benefits paid (including direct rollovers)2023-12-31$1,215
Total plan assets at end of year2023-12-31$792,335
Total plan assets at beginning of year2023-12-31$555,083
Value of fidelity bond covering the plan2023-12-31$40,000
Total contributions received or receivable from participants2023-12-31$64,848
Expenses. Other expenses not covered elsewhere2023-12-31$0
Contributions received from other sources (not participants or employers)2023-12-31$0
Other income received2023-12-31$101,367
Noncash contributions received2023-12-31$0
Net income (gross income less expenses)2023-12-31$237,252
Net plan assets at end of year (total assets less liabilities)2023-12-31$792,335
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$555,083
Total contributions received or receivable from employer(s)2023-12-31$72,277
Value of certain deemed distributions of participant loans2023-12-31$0
Value of corrective distributions2023-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2023-12-31$25
2022 : CIRCLE JANITORIAL SUPPLIES, INC. 401(K) PLAN 2022 401k financial data
Transfers to/from the plan2022-12-31$0
Total plan liabilities at end of year2022-12-31$0
Total plan liabilities at beginning of year2022-12-31$0
Total income from all sources2022-12-31$-1,819
Expenses. Total of all expenses incurred2022-12-31$2,713
Benefits paid (including direct rollovers)2022-12-31$2,713
Total plan assets at end of year2022-12-31$555,083
Total plan assets at beginning of year2022-12-31$559,615
Value of fidelity bond covering the plan2022-12-31$40,000
Total contributions received or receivable from participants2022-12-31$57,979
Expenses. Other expenses not covered elsewhere2022-12-31$0
Contributions received from other sources (not participants or employers)2022-12-31$0
Other income received2022-12-31$-119,220
Noncash contributions received2022-12-31$0
Net income (gross income less expenses)2022-12-31$-4,532
Net plan assets at end of year (total assets less liabilities)2022-12-31$555,083
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$559,615
Total contributions received or receivable from employer(s)2022-12-31$59,422
Value of certain deemed distributions of participant loans2022-12-31$0
Value of corrective distributions2022-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$0
2021 : CIRCLE JANITORIAL SUPPLIES, INC. 401(K) PLAN 2021 401k financial data
Transfers to/from the plan2021-12-31$0
Total plan liabilities at end of year2021-12-31$0
Total plan liabilities at beginning of year2021-12-31$0
Total income from all sources2021-12-31$173,259
Expenses. Total of all expenses incurred2021-12-31$1,530
Benefits paid (including direct rollovers)2021-12-31$1,505
Total plan assets at end of year2021-12-31$559,615
Total plan assets at beginning of year2021-12-31$387,886
Value of fidelity bond covering the plan2021-12-31$35,000
Total contributions received or receivable from participants2021-12-31$55,742
Expenses. Other expenses not covered elsewhere2021-12-31$0
Contributions received from other sources (not participants or employers)2021-12-31$0
Other income received2021-12-31$59,166
Noncash contributions received2021-12-31$0
Net income (gross income less expenses)2021-12-31$171,729
Net plan assets at end of year (total assets less liabilities)2021-12-31$559,615
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$387,886
Total contributions received or receivable from employer(s)2021-12-31$58,351
Value of certain deemed distributions of participant loans2021-12-31$0
Value of corrective distributions2021-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$25
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
2020 : CIRCLE JANITORIAL SUPPLIES, INC. 401(K) PLAN 2020 401k financial data
Transfers to/from the plan2020-12-31$0
Total plan liabilities at end of year2020-12-31$0
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$145,061
Expenses. Total of all expenses incurred2020-12-31$244
Benefits paid (including direct rollovers)2020-12-31$0
Total plan assets at end of year2020-12-31$387,886
Total plan assets at beginning of year2020-12-31$243,069
Value of fidelity bond covering the plan2020-12-31$35,000
Total contributions received or receivable from participants2020-12-31$48,770
Expenses. Other expenses not covered elsewhere2020-12-31$0
Contributions received from other sources (not participants or employers)2020-12-31$0
Other income received2020-12-31$45,619
Noncash contributions received2020-12-31$0
Net income (gross income less expenses)2020-12-31$144,817
Net plan assets at end of year (total assets less liabilities)2020-12-31$387,886
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$243,069
Total contributions received or receivable from employer(s)2020-12-31$50,672
Value of certain deemed distributions of participant loans2020-12-31$0
Value of corrective distributions2020-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$244
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
2019 : CIRCLE JANITORIAL SUPPLIES, INC. 401(K) PLAN 2019 401k financial data
Transfers to/from the plan2019-12-31$0
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$79,533
Expenses. Total of all expenses incurred2019-12-31$0
Benefits paid (including direct rollovers)2019-12-31$0
Total plan assets at end of year2019-12-31$243,069
Total plan assets at beginning of year2019-12-31$163,536
Value of fidelity bond covering the plan2019-12-31$35,000
Total contributions received or receivable from participants2019-12-31$40,318
Expenses. Other expenses not covered elsewhere2019-12-31$0
Contributions received from other sources (not participants or employers)2019-12-31$0
Other income received2019-12-31$37,088
Noncash contributions received2019-12-31$0
Net income (gross income less expenses)2019-12-31$79,533
Net plan assets at end of year (total assets less liabilities)2019-12-31$243,069
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$163,536
Total contributions received or receivable from employer(s)2019-12-31$2,127
Value of certain deemed distributions of participant loans2019-12-31$0
Value of corrective distributions2019-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018 : CIRCLE JANITORIAL SUPPLIES, INC. 401(K) PLAN 2018 401k financial data
Transfers to/from the plan2018-12-31$0
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$24,700
Expenses. Total of all expenses incurred2018-12-31$110,470
Benefits paid (including direct rollovers)2018-12-31$110,370
Total plan assets at end of year2018-12-31$163,536
Total plan assets at beginning of year2018-12-31$249,306
Value of fidelity bond covering the plan2018-12-31$35,000
Total contributions received or receivable from participants2018-12-31$39,047
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$0
Other income received2018-12-31$-16,355
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$-85,770
Net plan assets at end of year (total assets less liabilities)2018-12-31$163,536
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$249,306
Total contributions received or receivable from employer(s)2018-12-31$2,008
Value of certain deemed distributions of participant loans2018-12-31$0
Value of corrective distributions2018-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$100
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : CIRCLE JANITORIAL SUPPLIES, INC. 401(K) PLAN 2017 401k financial data
Transfers to/from the plan2017-12-31$0
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$46,216
Expenses. Total of all expenses incurred2017-12-31$387
Benefits paid (including direct rollovers)2017-12-31$0
Total plan assets at end of year2017-12-31$249,306
Total plan assets at beginning of year2017-12-31$203,477
Value of fidelity bond covering the plan2017-12-31$35,000
Total contributions received or receivable from participants2017-12-31$6,449
Expenses. Other expenses not covered elsewhere2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$34,208
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$45,829
Net plan assets at end of year (total assets less liabilities)2017-12-31$249,306
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$203,477
Total contributions received or receivable from employer(s)2017-12-31$5,559
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$387
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : CIRCLE JANITORIAL SUPPLIES, INC. 401(K) PLAN 2016 401k financial data
Transfers to/from the plan2016-12-31$0
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$21,957
Expenses. Total of all expenses incurred2016-12-31$78,279
Benefits paid (including direct rollovers)2016-12-31$77,591
Total plan assets at end of year2016-12-31$203,477
Total plan assets at beginning of year2016-12-31$259,799
Value of fidelity bond covering the plan2016-12-31$35,000
Total contributions received or receivable from participants2016-12-31$5,145
Expenses. Other expenses not covered elsewhere2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$12,567
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$-56,322
Net plan assets at end of year (total assets less liabilities)2016-12-31$203,477
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$259,799
Total contributions received or receivable from employer(s)2016-12-31$4,245
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$688
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0

Form 5500 Responses for CIRCLE JANITORIAL SUPPLIES, INC. 401(K) PLAN

2023: CIRCLE JANITORIAL SUPPLIES, INC. 401(K) PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: CIRCLE JANITORIAL SUPPLIES, INC. 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: CIRCLE JANITORIAL SUPPLIES, INC. 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: CIRCLE JANITORIAL SUPPLIES, INC. 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: CIRCLE JANITORIAL SUPPLIES, INC. 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: CIRCLE JANITORIAL SUPPLIES, INC. 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: CIRCLE JANITORIAL SUPPLIES, INC. 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: CIRCLE JANITORIAL SUPPLIES, INC. 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberGH2300
Policy instance 1
Insurance contract or identification numberGH2300
Number of Individuals Covered3
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $1,540
Total amount of fees paid to insurance companyUSD $0
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberGH2300
Policy instance 1
Insurance contract or identification numberGH2300
Number of Individuals Covered3
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $1,224
Total amount of fees paid to insurance companyUSD $0
Commission paid to Insurance BrokerUSD $1,224
Insurance broker organization code?3
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberGH2300
Policy instance 1
Insurance contract or identification numberGH2300
Number of Individuals Covered4
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Insurance broker organization code?1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberGH2300
Policy instance 1
Insurance contract or identification numberGH2300
Number of Individuals Covered4
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Insurance broker organization code?3
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberGH2300
Policy instance 1
Insurance contract or identification numberGH2300
Number of Individuals Covered4
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $492
Total amount of fees paid to insurance companyUSD $0
Commission paid to Insurance BrokerUSD $492
Insurance broker organization code?3
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberGH2300
Policy instance 1
Insurance contract or identification numberGH2300
Number of Individuals Covered4
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Insurance broker organization code?3
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberGH2300
Policy instance 1
Insurance contract or identification numberGH2300
Number of Individuals Covered5
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $387
Total amount of fees paid to insurance companyUSD $0
Commission paid to Insurance BrokerUSD $387
Insurance broker organization code?3
Insurance broker nameCADARET GRANT & CO INC.
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberGH2300
Policy instance 1
Insurance contract or identification numberGH2300
Number of Individuals Covered4
Insurance policy start date2016-01-01
Insurance policy end date2016-12-31
Total amount of commissions paid to insurance brokerUSD $569
Total amount of fees paid to insurance companyUSD $119
Commission paid to Insurance BrokerUSD $569
Insurance broker organization code?3
Amount paid for insurance broker fees119
Additional information about fees paid to insurance brokerSERVICE PROGRAM FEES
Insurance broker nameCONSULTING ACTUARIES INCORPORATED

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