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BLANK ROME PROFIT-SHARING PLAN 401k Plan overview

Plan NameBLANK ROME PROFIT-SHARING PLAN
Plan identification number 001

BLANK ROME PROFIT-SHARING PLAN Benefits

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

401k Sponsoring company profile

BLANK ROME LLP has sponsored the creation of one or more 401k plans.

Company Name:BLANK ROME LLP
Employer identification number (EIN):231311874
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Additional information about BLANK ROME LLP

Jurisdiction of Incorporation: COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF STATE
Incorporation Date:
Company Identification Number: 2792348

More information about BLANK ROME LLP

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BLANK ROME PROFIT-SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01STEVEN DUBOW2023-10-13
0012021-01-01STEVEN DUBOW2022-10-06
0012020-01-01STEVEN DUBOW2021-10-08
0012019-01-01JOHN CLARK2020-10-15
0012018-01-01JONATHAN CLARK2019-10-11
0012017-01-01
0012016-01-01ARTHUR BACHMAN
0012015-01-01ARTHUR BACHMAN
0012014-01-01ARTHUR BACHMAN
0012013-01-01GONCER M. KRESTAL ALAN HOFFMAN2014-09-30
0012012-01-01GONCER M. KRESTAL ALAN HOFFMAN2013-10-15
0012011-01-01GONCER M. KRESTAL ALAN HOFFMAN2012-10-15
0012009-01-01GONCER M. KRESTAL CARL BUCHHOLZ2010-10-15

Plan Statistics for BLANK ROME PROFIT-SHARING PLAN

401k plan membership statisitcs for BLANK ROME PROFIT-SHARING PLAN

Measure Date Value
2022: BLANK ROME PROFIT-SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011,102
Total number of active participants reported on line 7a of the Form 55002022-01-01643
Number of retired or separated participants receiving benefits2022-01-0197
Number of other retired or separated participants entitled to future benefits2022-01-01377
Total of all active and inactive participants2022-01-011,117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-013
Total participants2022-01-011,120
Number of participants with account balances2022-01-011,046
2021: BLANK ROME PROFIT-SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,074
Total number of active participants reported on line 7a of the Form 55002021-01-01630
Number of retired or separated participants receiving benefits2021-01-01107
Number of other retired or separated participants entitled to future benefits2021-01-01363
Total of all active and inactive participants2021-01-011,100
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-012
Total participants2021-01-011,102
Number of participants with account balances2021-01-011,031
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: BLANK ROME PROFIT-SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,063
Total number of active participants reported on line 7a of the Form 55002020-01-01613
Number of retired or separated participants receiving benefits2020-01-01302
Number of other retired or separated participants entitled to future benefits2020-01-01155
Total of all active and inactive participants2020-01-011,070
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-014
Total participants2020-01-011,074
Number of participants with account balances2020-01-011,013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: BLANK ROME PROFIT-SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-012,960
Total number of active participants reported on line 7a of the Form 55002019-01-01569
Number of retired or separated participants receiving benefits2019-01-01343
Number of other retired or separated participants entitled to future benefits2019-01-01147
Total of all active and inactive participants2019-01-011,059
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-014
Total participants2019-01-011,063
Number of participants with account balances2019-01-011,011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: BLANK ROME PROFIT-SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011,146
Total number of active participants reported on line 7a of the Form 55002018-01-01774
Number of retired or separated participants receiving benefits2018-01-0117
Number of other retired or separated participants entitled to future benefits2018-01-01287
Total of all active and inactive participants2018-01-011,078
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-011,079
Number of participants with account balances2018-01-01981
2017: BLANK ROME PROFIT-SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,055
Total number of active participants reported on line 7a of the Form 55002017-01-01857
Number of retired or separated participants receiving benefits2017-01-019
Number of other retired or separated participants entitled to future benefits2017-01-01279
Total of all active and inactive participants2017-01-011,145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-011,146
Number of participants with account balances2017-01-01997
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: BLANK ROME PROFIT-SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01923
Total number of active participants reported on line 7a of the Form 55002016-01-01762
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01293
Total of all active and inactive participants2016-01-011,055
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-011,056
Number of participants with account balances2016-01-01928
2015: BLANK ROME PROFIT-SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01898
Total number of active participants reported on line 7a of the Form 55002015-01-01617
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01301
Total of all active and inactive participants2015-01-01918
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-012
Total participants2015-01-01920
Number of participants with account balances2015-01-01867
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: BLANK ROME PROFIT-SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01914
Total number of active participants reported on line 7a of the Form 55002014-01-01618
Number of retired or separated participants receiving benefits2014-01-012
Number of other retired or separated participants entitled to future benefits2014-01-01272
Total of all active and inactive participants2014-01-01892
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-013
Total participants2014-01-01895
Number of participants with account balances2014-01-01860
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: BLANK ROME PROFIT-SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01936
Total number of active participants reported on line 7a of the Form 55002013-01-01629
Number of other retired or separated participants entitled to future benefits2013-01-01254
Total of all active and inactive participants2013-01-01883
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-01884
Number of participants with account balances2013-01-01884
2012: BLANK ROME PROFIT-SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01961
Total number of active participants reported on line 7a of the Form 55002012-01-01693
Number of other retired or separated participants entitled to future benefits2012-01-01243
Total of all active and inactive participants2012-01-01936
Total participants2012-01-01936
Number of participants with account balances2012-01-01936
2011: BLANK ROME PROFIT-SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01938
Total number of active participants reported on line 7a of the Form 55002011-01-01747
Number of other retired or separated participants entitled to future benefits2011-01-01214
Total of all active and inactive participants2011-01-01961
Total participants2011-01-01961
Number of participants with account balances2011-01-01961
2009: BLANK ROME PROFIT-SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-011,122
Total number of active participants reported on line 7a of the Form 55002009-01-01754
Number of other retired or separated participants entitled to future benefits2009-01-01225
Total of all active and inactive participants2009-01-01979
Total participants2009-01-01979
Number of participants with account balances2009-01-01948

Financial Data on BLANK ROME PROFIT-SHARING PLAN

Measure Date Value
2022 : BLANK ROME PROFIT-SHARING PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-142,830
Total unrealized appreciation/depreciation of assets2022-12-31$-142,830
Total transfer of assets from this plan2022-12-31$10,767,702
Total income from all sources (including contributions)2022-12-31$-64,879,306
Total of all expenses incurred2022-12-31$10,038,123
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$10,033,356
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$24,586,113
Value of total assets at end of year2022-12-31$439,426,514
Value of total assets at beginning of year2022-12-31$525,111,645
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$4,767
Total interest from all sources2022-12-31$86,968
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$3,860,299
Participant contributions at end of year2022-12-31$1,975,015
Participant contributions at beginning of year2022-12-31$1,865,624
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$2,108,434
Administrative expenses (other) incurred2022-12-31$4,767
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-74,917,429
Value of net assets at end of year (total assets less liabilities)2022-12-31$439,426,514
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$525,111,645
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Interest on participant loans2022-12-31$86,968
Value of interest in master investment trust accounts at end of year2022-12-31$418,099,106
Value of interest in master investment trust accounts at beginning of year2022-12-31$504,967,968
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$735,013
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$877,843
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$10,200
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$18,617,380
Employer contributions (assets) at end of year2022-12-31$18,617,380
Employer contributions (assets) at beginning of year2022-12-31$17,400,210
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$10,023,156
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31MAZARS USA LLP
Accountancy firm EIN2022-12-31131459550
2021 : BLANK ROME PROFIT-SHARING PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$148,730
Total unrealized appreciation/depreciation of assets2021-12-31$148,730
Total transfer of assets to this plan2021-12-31$2,744,436
Total transfer of assets from this plan2021-12-31$4,817,161
Total income from all sources (including contributions)2021-12-31$86,367,077
Total of all expenses incurred2021-12-31$22,097,959
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$22,131,144
Expenses. Certain deemed distributions of participant loans2021-12-31$4,602
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$21,261,806
Value of total assets at end of year2021-12-31$525,111,645
Value of total assets at beginning of year2021-12-31$462,915,252
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$-37,787
Total interest from all sources2021-12-31$110,184
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$2,697,635
Participant contributions at end of year2021-12-31$1,865,624
Participant contributions at beginning of year2021-12-31$1,992,956
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$1,163,961
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$0
Administrative expenses (other) incurred2021-12-31$-37,787
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$64,269,118
Value of net assets at end of year (total assets less liabilities)2021-12-31$525,111,645
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$462,915,252
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Interest on participant loans2021-12-31$110,184
Value of interest in master investment trust accounts at end of year2021-12-31$504,967,968
Value of interest in master investment trust accounts at beginning of year2021-12-31$443,936,523
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$877,843
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$729,113
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$10,200
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$17,400,210
Employer contributions (assets) at end of year2021-12-31$17,400,210
Employer contributions (assets) at beginning of year2021-12-31$16,256,660
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$22,120,944
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31MAZARS USA LLP
Accountancy firm EIN2021-12-31131459550
2020 : BLANK ROME PROFIT-SHARING PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$112,112
Total unrealized appreciation/depreciation of assets2020-12-31$112,112
Total transfer of assets to this plan2020-12-31$1,505,196
Total transfer of assets from this plan2020-12-31$1,025,180
Total income from all sources (including contributions)2020-12-31$79,388,350
Total of all expenses incurred2020-12-31$31,061,331
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$31,045,133
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$18,986,534
Value of total assets at end of year2020-12-31$462,915,252
Value of total assets at beginning of year2020-12-31$414,108,217
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$16,198
Total interest from all sources2020-12-31$96,522
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$2,142,752
Participant contributions at end of year2020-12-31$1,992,956
Participant contributions at beginning of year2020-12-31$2,110,785
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$587,122
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$0
Administrative expenses (other) incurred2020-12-31$16,198
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$48,327,019
Value of net assets at end of year (total assets less liabilities)2020-12-31$462,915,252
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$414,108,217
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Interest on participant loans2020-12-31$96,522
Value of interest in master investment trust accounts at end of year2020-12-31$443,936,523
Value of interest in master investment trust accounts at beginning of year2020-12-31$396,010,920
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$729,113
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$617,001
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$24,120
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$16,256,660
Employer contributions (assets) at end of year2020-12-31$16,256,660
Employer contributions (assets) at beginning of year2020-12-31$15,369,511
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$31,021,013
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31MAZARS USA LLP
Accountancy firm EIN2020-12-31131459550
2019 : BLANK ROME PROFIT-SHARING PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$113,384
Total unrealized appreciation/depreciation of assets2019-12-31$113,384
Total unrealized appreciation/depreciation of assets2019-12-31$113,384
Total transfer of assets from this plan2019-12-31$2,751,054
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$94,582,011
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$16,452,399
Total of all expenses incurred2019-12-31$16,452,399
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$16,438,217
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$16,438,217
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$24,068,241
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$24,068,241
Value of total assets at end of year2019-12-31$414,108,217
Value of total assets at beginning of year2019-12-31$338,729,659
Value of total assets at beginning of year2019-12-31$338,729,659
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$14,182
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$14,182
Total interest from all sources2019-12-31$110,077
Total interest from all sources2019-12-31$110,077
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$2,172,633
Participant contributions at end of year2019-12-31$2,110,785
Participant contributions at end of year2019-12-31$2,110,785
Participant contributions at beginning of year2019-12-31$2,058,357
Participant contributions at beginning of year2019-12-31$2,058,357
Participant contributions at end of year2019-12-31$0
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$6,522,598
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$6,522,598
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Administrative expenses (other) incurred2019-12-31$14,182
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$78,129,612
Value of net income/loss2019-12-31$78,129,612
Value of net assets at end of year (total assets less liabilities)2019-12-31$414,108,217
Value of net assets at end of year (total assets less liabilities)2019-12-31$414,108,217
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$338,729,659
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$338,729,659
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Interest on participant loans2019-12-31$110,077
Interest on participant loans2019-12-31$110,077
Interest earned on other investments2019-12-31$0
Interest earned on other investments2019-12-31$0
Value of interest in master investment trust accounts at end of year2019-12-31$396,010,920
Value of interest in master investment trust accounts at end of year2019-12-31$396,010,920
Value of interest in master investment trust accounts at beginning of year2019-12-31$320,889,568
Value of interest in master investment trust accounts at beginning of year2019-12-31$320,889,568
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$617,001
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$617,001
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$503,617
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$503,617
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$13,920
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$15,373,010
Contributions received in cash from employer2019-12-31$15,373,010
Employer contributions (assets) at end of year2019-12-31$15,369,511
Employer contributions (assets) at beginning of year2019-12-31$15,278,117
Employer contributions (assets) at beginning of year2019-12-31$15,278,117
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$16,424,297
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$16,424,297
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31MAZARS USA LLP
Accountancy firm name2019-12-31MAZARS USA LLP
Accountancy firm EIN2019-12-31131459550
Accountancy firm EIN2019-12-31131459550
2018 : BLANK ROME PROFIT-SHARING PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-3,840
Total unrealized appreciation/depreciation of assets2018-12-31$-3,840
Total transfer of assets to this plan2018-12-31$1,034,810
Total income from all sources (including contributions)2018-12-31$4,879,168
Total of all expenses incurred2018-12-31$24,790,772
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$24,790,772
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$23,238,844
Value of total assets at end of year2018-12-31$338,729,659
Value of total assets at beginning of year2018-12-31$357,606,453
Total interest from all sources2018-12-31$99,098
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$2,098,885
Participant contributions at end of year2018-12-31$2,058,357
Participant contributions at beginning of year2018-12-31$2,139,794
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$5,861,842
Other income not declared elsewhere2018-12-31$33,752
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-19,911,604
Value of net assets at end of year (total assets less liabilities)2018-12-31$338,729,659
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$357,606,453
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Interest on participant loans2018-12-31$99,098
Value of interest in master investment trust accounts at end of year2018-12-31$320,889,568
Value of interest in master investment trust accounts at beginning of year2018-12-31$339,001,179
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$503,617
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$875,220
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$13,920
Asset value of US Government securities at end of year2018-12-31$0
Asset value of US Government securities at beginning of year2018-12-31$100,000
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$15,278,117
Employer contributions (assets) at end of year2018-12-31$15,278,117
Employer contributions (assets) at beginning of year2018-12-31$15,490,260
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$24,776,852
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31MAZARS USA LLP
Accountancy firm EIN2018-12-31131459550
2017 : BLANK ROME PROFIT-SHARING PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$93,976
Total unrealized appreciation/depreciation of assets2017-12-31$93,976
Total transfer of assets to this plan2017-12-31$1,244,691
Total income from all sources (including contributions)2017-12-31$77,027,792
Total of all expenses incurred2017-12-31$15,203,244
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$15,003,894
Expenses. Certain deemed distributions of participant loans2017-12-31$199,350
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$27,917,536
Value of total assets at end of year2017-12-31$357,606,453
Value of total assets at beginning of year2017-12-31$294,537,214
Total interest from all sources2017-12-31$85,026
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$2,110,210
Participant contributions at end of year2017-12-31$2,139,794
Participant contributions at beginning of year2017-12-31$2,022,365
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$10,307,893
Other income not declared elsewhere2017-12-31$2,760
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$61,824,548
Value of net assets at end of year (total assets less liabilities)2017-12-31$357,606,453
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$294,537,214
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Interest on participant loans2017-12-31$85,026
Value of interest in master investment trust accounts at end of year2017-12-31$339,001,179
Value of interest in master investment trust accounts at beginning of year2017-12-31$276,944,299
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$875,220
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$781,244
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$21,054
Asset value of US Government securities at end of year2017-12-31$100,000
Asset value of US Government securities at beginning of year2017-12-31$100,000
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$15,499,433
Employer contributions (assets) at end of year2017-12-31$15,490,260
Employer contributions (assets) at beginning of year2017-12-31$14,689,306
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$14,982,840
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31MAZARS USA LLC
Accountancy firm EIN2017-12-31131459550
2016 : BLANK ROME PROFIT-SHARING PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$568,527
Total transfer of assets from this plan2016-12-31$539,916
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$35,142,279
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$9,543,936
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$9,494,418
Expenses. Certain deemed distributions of participant loans2016-12-31$91,150
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$17,126,360
Value of total assets at end of year2016-12-31$294,537,214
Value of total assets at beginning of year2016-12-31$268,910,260
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$-41,632
Total interest from all sources2016-12-31$88,476
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,987,401
Participant contributions at end of year2016-12-31$2,022,365
Participant contributions at beginning of year2016-12-31$2,389,615
Assets. Other investments not covered elsewhere at end of year2016-12-31$881,244
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$822,668
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$449,653
Other income not declared elsewhere2016-12-31$58,577
Administrative expenses (other) incurred2016-12-31$-52,937
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$25,598,343
Value of net assets at end of year (total assets less liabilities)2016-12-31$294,537,214
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$268,910,260
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$11,305
Interest on participant loans2016-12-31$88,476
Value of interest in master investment trust accounts at end of year2016-12-31$276,944,299
Value of interest in master investment trust accounts at beginning of year2016-12-31$253,962,236
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$21,054
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$14,689,306
Employer contributions (assets) at end of year2016-12-31$14,689,306
Employer contributions (assets) at beginning of year2016-12-31$11,735,741
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$9,473,364
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31MAZARS USA LLP
Accountancy firm EIN2016-12-31131459550
2015 : BLANK ROME PROFIT-SHARING PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$1,076,649
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$19,212,061
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$23,338,306
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$23,180,698
Expenses. Certain deemed distributions of participant loans2015-12-31$168,227
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$19,240,127
Value of total assets at end of year2015-12-31$268,910,260
Value of total assets at beginning of year2015-12-31$271,959,856
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$-10,619
Total interest from all sources2015-12-31$96,832
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,559,054
Participant contributions at end of year2015-12-31$2,389,615
Participant contributions at beginning of year2015-12-31$2,526,270
Assets. Other investments not covered elsewhere at end of year2015-12-31$822,668
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$802,210
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$5,945,332
Other income not declared elsewhere2015-12-31$20,458
Administrative expenses (other) incurred2015-12-31$-19,303
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-4,126,245
Value of net assets at end of year (total assets less liabilities)2015-12-31$268,910,260
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$271,959,856
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$8,684
Interest on participant loans2015-12-31$96,832
Value of interest in master investment trust accounts at end of year2015-12-31$253,962,236
Value of interest in master investment trust accounts at beginning of year2015-12-31$257,147,044
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$28,189
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$11,735,741
Employer contributions (assets) at end of year2015-12-31$11,735,741
Employer contributions (assets) at beginning of year2015-12-31$11,484,332
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$23,152,509
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31WEISERMAZARS LLP
Accountancy firm EIN2015-12-31131459550
2014 : BLANK ROME PROFIT-SHARING PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets to this plan2014-12-31$7,616
Total transfer of assets from this plan2014-12-31$86,722
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$30,996,673
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$18,647,930
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$18,445,976
Expenses. Certain deemed distributions of participant loans2014-12-31$186,054
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$14,437,576
Value of total assets at end of year2014-12-31$271,959,856
Value of total assets at beginning of year2014-12-31$259,690,219
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$15,900
Total interest from all sources2014-12-31$99,629
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,539,395
Participant contributions at end of year2014-12-31$2,526,270
Participant contributions at beginning of year2014-12-31$2,436,806
Assets. Other investments not covered elsewhere at end of year2014-12-31$802,210
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$54,901,848
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$1,413,849
Other income not declared elsewhere2014-12-31$50,768
Administrative expenses (other) incurred2014-12-31$13,291
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$12,348,743
Value of net assets at end of year (total assets less liabilities)2014-12-31$271,959,856
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$259,690,219
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$2,609
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$174,965,702
Interest on participant loans2014-12-31$99,629
Value of interest in master investment trust accounts at end of year2014-12-31$257,147,044
Value of interest in master investment trust accounts at beginning of year2014-12-31$0
Value of interest in common/collective trusts at end of year2014-12-31$0
Value of interest in common/collective trusts at beginning of year2014-12-31$15,552,227
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$47,656
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$11,484,332
Employer contributions (assets) at end of year2014-12-31$11,484,332
Employer contributions (assets) at beginning of year2014-12-31$11,833,636
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$18,398,320
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31WEISERMAZARS LLP
Accountancy firm EIN2014-12-31131459550
2013 : BLANK ROME PROFIT-SHARING PLAN 2013 401k financial data
Total transfer of assets to this plan2013-12-31$1,487,854
Total income from all sources (including contributions)2013-12-31$50,447,211
Total of all expenses incurred2013-12-31$24,642,694
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$24,183,069
Expenses. Certain deemed distributions of participant loans2013-12-31$456,399
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$14,313,344
Value of total assets at end of year2013-12-31$259,690,219
Value of total assets at beginning of year2013-12-31$232,397,848
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$3,226
Total interest from all sources2013-12-31$102,732
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$5,896,663
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$5,896,663
Administrative expenses professional fees incurred2013-12-31$3,226
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$1,869,603
Participant contributions at end of year2013-12-31$2,436,806
Participant contributions at beginning of year2013-12-31$2,673,447
Assets. Other investments not covered elsewhere at end of year2013-12-31$54,901,848
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$49,638,802
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$610,105
Other income not declared elsewhere2013-12-31$7,677,937
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$25,804,517
Value of net assets at end of year (total assets less liabilities)2013-12-31$259,690,219
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$232,397,848
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$174,965,702
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$155,051,753
Interest on participant loans2013-12-31$102,732
Value of interest in common/collective trusts at end of year2013-12-31$15,552,227
Value of interest in common/collective trusts at beginning of year2013-12-31$12,695,571
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$57,416
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$22,317,099
Net investment gain or loss from common/collective trusts2013-12-31$139,436
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$11,833,636
Employer contributions (assets) at end of year2013-12-31$11,833,636
Employer contributions (assets) at beginning of year2013-12-31$12,338,275
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$24,125,653
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31WEISERMAZARS LLP
Accountancy firm EIN2013-12-31131459550
2012 : BLANK ROME PROFIT-SHARING PLAN 2012 401k financial data
Total transfer of assets to this plan2012-12-31$649,840
Total income from all sources (including contributions)2012-12-31$39,420,404
Total of all expenses incurred2012-12-31$16,446,209
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$16,148,226
Expenses. Certain deemed distributions of participant loans2012-12-31$238,326
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$15,644,149
Value of total assets at end of year2012-12-31$232,397,848
Value of total assets at beginning of year2012-12-31$208,773,813
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$59,657
Total interest from all sources2012-12-31$120,945
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$5,720,151
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$5,720,151
Administrative expenses professional fees incurred2012-12-31$59,657
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$2,034,757
Participant contributions at end of year2012-12-31$2,673,447
Participant contributions at beginning of year2012-12-31$2,558,040
Assets. Other investments not covered elsewhere at end of year2012-12-31$49,638,802
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$47,214,187
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$1,271,117
Other income not declared elsewhere2012-12-31$4,665,727
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$22,974,195
Value of net assets at end of year (total assets less liabilities)2012-12-31$232,397,848
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$208,773,813
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$155,051,753
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$135,135,178
Interest on participant loans2012-12-31$110,123
Interest earned on other investments2012-12-31$10,822
Value of interest in common/collective trusts at end of year2012-12-31$12,695,571
Value of interest in common/collective trusts at beginning of year2012-12-31$16,246,495
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$58,139
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$13,081,674
Net investment gain or loss from common/collective trusts2012-12-31$187,758
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$12,338,275
Employer contributions (assets) at end of year2012-12-31$12,338,275
Employer contributions (assets) at beginning of year2012-12-31$7,619,913
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$16,090,087
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31WEISERMAZARS LLP
Accountancy firm EIN2012-12-31131459550
2011 : BLANK ROME PROFIT-SHARING PLAN 2011 401k financial data
Total transfer of assets to this plan2011-12-31$1,251,750
Total income from all sources (including contributions)2011-12-31$14,056,905
Total of all expenses incurred2011-12-31$18,711,752
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$18,510,050
Expenses. Certain deemed distributions of participant loans2011-12-31$137,626
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$15,615,409
Value of total assets at end of year2011-12-31$208,773,813
Value of total assets at beginning of year2011-12-31$212,176,910
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$64,076
Total interest from all sources2011-12-31$120,678
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$5,079,425
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$5,079,425
Administrative expenses professional fees incurred2011-12-31$64,076
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$2,007,375
Participant contributions at end of year2011-12-31$2,558,040
Participant contributions at beginning of year2011-12-31$2,506,210
Assets. Other investments not covered elsewhere at end of year2011-12-31$47,214,187
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$43,919,796
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$5,794,149
Other income not declared elsewhere2011-12-31$-358,165
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-4,654,847
Value of net assets at end of year (total assets less liabilities)2011-12-31$208,773,813
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$212,176,910
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$135,135,178
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$141,111,512
Interest on participant loans2011-12-31$113,274
Interest earned on other investments2011-12-31$7,404
Value of interest in common/collective trusts at end of year2011-12-31$16,246,495
Value of interest in common/collective trusts at beginning of year2011-12-31$12,632,414
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$73,269
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-6,593,356
Net investment gain or loss from common/collective trusts2011-12-31$192,914
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$7,813,885
Employer contributions (assets) at end of year2011-12-31$7,619,913
Employer contributions (assets) at beginning of year2011-12-31$12,006,978
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$18,436,781
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31WEISERMAZARS LLP
Accountancy firm EIN2011-12-31131459550
2010 : BLANK ROME PROFIT-SHARING PLAN 2010 401k financial data
Total transfer of assets to this plan2010-12-31$1,261,405
Total income from all sources (including contributions)2010-12-31$37,873,115
Total of all expenses incurred2010-12-31$18,080,241
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$17,867,914
Expenses. Certain deemed distributions of participant loans2010-12-31$163,645
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$15,834,705
Value of total assets at end of year2010-12-31$212,176,910
Value of total assets at beginning of year2010-12-31$191,122,631
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$48,682
Total interest from all sources2010-12-31$140,103
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$4,089,360
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$4,089,360
Administrative expenses professional fees incurred2010-12-31$48,682
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$1,945,706
Participant contributions at end of year2010-12-31$2,506,210
Participant contributions at beginning of year2010-12-31$2,223,000
Assets. Other investments not covered elsewhere at end of year2010-12-31$43,919,796
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$40,059,645
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$1,882,021
Other income not declared elsewhere2010-12-31$4,906,219
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$19,792,874
Value of net assets at end of year (total assets less liabilities)2010-12-31$212,176,910
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$191,122,631
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$141,111,512
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$124,312,375
Interest on participant loans2010-12-31$124,223
Interest earned on other investments2010-12-31$15,880
Value of interest in common/collective trusts at end of year2010-12-31$12,632,414
Value of interest in common/collective trusts at beginning of year2010-12-31$12,413,978
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$73,163
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$12,726,482
Net investment gain or loss from common/collective trusts2010-12-31$176,246
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$12,006,978
Employer contributions (assets) at end of year2010-12-31$12,006,978
Employer contributions (assets) at beginning of year2010-12-31$12,113,633
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$17,794,751
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31WEISERMAZARS LLP
Accountancy firm EIN2010-12-31131459550

Form 5500 Responses for BLANK ROME PROFIT-SHARING PLAN

2022: BLANK ROME PROFIT-SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01First time form 5500 has been submittedYes
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: BLANK ROME PROFIT-SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
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: BLANK ROME PROFIT-SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: BLANK ROME PROFIT-SHARING 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: BLANK ROME PROFIT-SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: BLANK ROME PROFIT-SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: BLANK ROME PROFIT-SHARING 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
2015: BLANK ROME PROFIT-SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: BLANK ROME PROFIT-SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: BLANK ROME PROFIT-SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: BLANK ROME PROFIT-SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: BLANK ROME PROFIT-SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: BLANK ROME PROFIT-SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

THE OHIO NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67172 )
Policy contract numberPT1703
Policy instance 3
Insurance contract or identification numberPT1703
Number of Individuals Covered1
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number074226
Policy instance 2
Insurance contract or identification number074226
Number of Individuals Covered1
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
AMERICAN GENERAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60488 )
Policy contract numberA1008305IL
Policy instance 1
Insurance contract or identification numberA1008305IL
Number of Individuals Covered1
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number074226
Policy instance 2
Insurance contract or identification number074226
Number of Individuals Covered1
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
AMERICAN GENERAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60488 )
Policy contract numberA1008305IL
Policy instance 1
Insurance contract or identification numberA1008305IL
Number of Individuals Covered1
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
THE OHIO NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67172 )
Policy contract numberPT1703
Policy instance 3
Insurance contract or identification numberPT1703
Number of Individuals Covered1
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
THE OHIO NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67172 )
Policy contract numberPT1703
Policy instance 3
Insurance contract or identification numberPT1703
Number of Individuals Covered1
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number074226
Policy instance 2
Insurance contract or identification number074226
Number of Individuals Covered1
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMERICAN GENERAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60488 )
Policy contract numberA1008305IL
Policy instance 1
Insurance contract or identification numberA1008305IL
Number of Individuals Covered1
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number074226
Policy instance 2
Insurance contract or identification number074226
Number of Individuals Covered1
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE OHIO NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67172 )
Policy contract numberPT1703
Policy instance 3
Insurance contract or identification numberPT1703
Number of Individuals Covered1
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMERICAN GENERAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60488 )
Policy contract numberA1008305IL
Policy instance 1
Insurance contract or identification numberA1008305IL
Number of Individuals Covered1
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number074226
Policy instance 1
Insurance contract or identification number074226
Number of Individuals Covered1
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMERICAN GENERAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60488 )
Policy contract numberA10083051L
Policy instance 3
Insurance contract or identification numberA10083051L
Number of Individuals Covered1
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE OHIO NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67172 )
Policy contract numberPT1703
Policy instance 2
Insurance contract or identification numberPT1703
Number of Individuals Covered1
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMERICAN GENERAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60488 )
Policy contract numberA10083051L
Policy instance 3
Insurance contract or identification numberA10083051L
Number of Individuals Covered1
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number074226
Policy instance 1
Insurance contract or identification number074226
Number of Individuals Covered1
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE OHIO NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67172 )
Policy contract numberPT1703
Policy instance 2
Insurance contract or identification numberPT1703
Number of Individuals Covered1
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE OHIO NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67172 )
Policy contract numberPT1703
Policy instance 1
Insurance contract or identification numberPT1703
Number of Individuals Covered1
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number074226
Policy instance 2
Insurance contract or identification number074226
Number of Individuals Covered1
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMERICAN GENERAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60488 )
Policy contract numberA10083051L
Policy instance 3
Insurance contract or identification numberA10083051L
Number of Individuals Covered1
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMERICAN GENERAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60488 )
Policy contract numberA10083051L
Policy instance 4
Insurance contract or identification numberA10083051L
Number of Individuals Covered1
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number074226
Policy instance 3
Insurance contract or identification number074226
Number of Individuals Covered1
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE OHIO NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67172 )
Policy contract numberPT1703
Policy instance 2
Insurance contract or identification numberPT1703
Number of Individuals Covered1
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberB500247260
Policy instance 1
Insurance contract or identification numberB500247260
Number of Individuals Covered1
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberB500247260
Policy instance 1
Insurance contract or identification numberB500247260
Number of Individuals Covered1
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Insurance broker organization code?3
Insurance broker nameCAPITAL MANAGEMENT SYSTEM, INC.
AMERICAN GENERAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60488 )
Policy contract numberA10083051L
Policy instance 5
Insurance contract or identification numberA10083051L
Number of Individuals Covered1
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Insurance broker organization code?3
Insurance broker name
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number074226
Policy instance 4
Insurance contract or identification number074226
Number of Individuals Covered1
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $204
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $204
Insurance broker organization code?3
Insurance broker nameC/O AXA EQUITABLE LIFE
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number32009
Policy instance 3
Insurance contract or identification number32009
Number of Individuals Covered1
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Insurance broker organization code?3
Insurance broker name
THE OHIO NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67172 )
Policy contract numberPT1703
Policy instance 2
Insurance contract or identification numberPT1703
Number of Individuals Covered1
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Insurance broker name
THE OHIO NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67172 )
Policy contract numberPT1703
Policy instance 2
Insurance contract or identification numberPT1703
Number of Individuals Covered2
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Insurance broker name
AMERICAN GENERAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60488 )
Policy contract numberA10083051L
Policy instance 5
Insurance contract or identification numberA10083051L
Number of Individuals Covered1
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
Insurance broker name
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number074226
Policy instance 4
Insurance contract or identification number074226
Number of Individuals Covered1
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $306
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $306
Insurance broker organization code?3
Insurance broker name
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number32009
Policy instance 3
Insurance contract or identification number32009
Number of Individuals Covered1
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Insurance broker organization code?3
Insurance broker name
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberB500247260
Policy instance 1
Insurance contract or identification numberB500247260
Number of Individuals Covered1
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $665
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $665
Insurance broker organization code?3
Insurance broker nameCAPITAL MANAGEMENT SYSTEM, INC.
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number074226
Policy instance 4
Insurance contract or identification number074226
Number of Individuals Covered1
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMERICAN GENERAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60488 )
Policy contract numberA10083051L
Policy instance 5
Insurance contract or identification numberA10083051L
Number of Individuals Covered1
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number32009
Policy instance 3
Insurance contract or identification number32009
Number of Individuals Covered1
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE OHIO NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67172 )
Policy contract numberPT1703
Policy instance 2
Insurance contract or identification numberPT1703
Number of Individuals Covered3
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberB500247260
Policy instance 1
Insurance contract or identification numberB500247260
Number of Individuals Covered1
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMERICAN GENERAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60488 )
Policy contract numberA10083051L
Policy instance 5
Insurance contract or identification numberA10083051L
Number of Individuals Covered1
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number074226
Policy instance 4
Insurance contract or identification number074226
Number of Individuals Covered1
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $306
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberB500247260
Policy instance 1
Insurance contract or identification numberB500247260
Number of Individuals Covered1
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $36,661
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number32009
Policy instance 3
Insurance contract or identification number32009
Number of Individuals Covered1
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE OHIO NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67172 )
Policy contract numberPT1703
Policy instance 2
Insurance contract or identification numberPT1703
Number of Individuals Covered3
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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