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ANAPOL SCHWARTZ 401(K) PLAN 401k Plan overview

Plan NameANAPOL SCHWARTZ 401(K) PLAN
Plan identification number 003

ANAPOL SCHWARTZ 401(K) PLAN Benefits

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

401k Sponsoring company profile

ANAPOL WEISS has sponsored the creation of one or more 401k plans.

Company Name:ANAPOL WEISS
Employer identification number (EIN):232031638
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ANAPOL SCHWARTZ 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032023-01-01
0032022-01-01
0032021-01-01
0032020-01-01
0032019-01-01
0032018-01-01
0032017-01-01BRAD SMITH
0032016-01-01BRAD SMITH
0032015-01-01JANICE SOLOMON2016-07-20
0032014-01-01JANICE SOLOMON2015-06-25 SOL WEISS2015-06-25
0032013-01-01JANICE SOLOMON2014-06-18
0032012-01-01SOL WEISS2013-06-18 SOL WEISS2013-06-18
0032011-01-01JANICE SOLOMON2012-07-02 SOL WEISS2012-07-13
0032010-01-01JANICE SOLOMON2011-07-13 SOL WEISS2011-07-13

Plan Statistics for ANAPOL SCHWARTZ 401(K) PLAN

401k plan membership statisitcs for ANAPOL SCHWARTZ 401(K) PLAN

Measure Date Value
2023: ANAPOL SCHWARTZ 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-0186
Total number of active participants reported on line 7a of the Form 55002023-01-0140
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-0138
Total of all active and inactive participants2023-01-0178
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-0178
Number of participants with account balances2023-01-0169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-014
2022: ANAPOL SCHWARTZ 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0175
Total number of active participants reported on line 7a of the Form 55002022-01-0146
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0140
Total of all active and inactive participants2022-01-0186
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-0186
Number of participants with account balances2022-01-0178
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-011
2021: ANAPOL SCHWARTZ 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0179
Total number of active participants reported on line 7a of the Form 55002021-01-0138
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0137
Total of all active and inactive participants2021-01-0175
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-0175
Number of participants with account balances2021-01-0167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-014
2020: ANAPOL SCHWARTZ 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0166
Total number of active participants reported on line 7a of the Form 55002020-01-0153
Number of other retired or separated participants entitled to future benefits2020-01-0125
Total of all active and inactive participants2020-01-0178
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-0179
Number of participants with account balances2020-01-0171
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-011
2019: ANAPOL SCHWARTZ 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0174
Total number of active participants reported on line 7a of the Form 55002019-01-0146
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0119
Total of all active and inactive participants2019-01-0165
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-0166
Number of participants with account balances2019-01-0159
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-011
2018: ANAPOL SCHWARTZ 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0172
Total number of active participants reported on line 7a of the Form 55002018-01-0155
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0119
Total of all active and inactive participants2018-01-0174
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0174
Number of participants with account balances2018-01-0162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: ANAPOL SCHWARTZ 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0173
Total number of active participants reported on line 7a of the Form 55002017-01-0154
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0118
Total of all active and inactive participants2017-01-0172
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0172
Number of participants with account balances2017-01-0158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-011
2016: ANAPOL SCHWARTZ 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0148
Total number of active participants reported on line 7a of the Form 55002016-01-0153
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0120
Total of all active and inactive participants2016-01-0173
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0173
Number of participants with account balances2016-01-0161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010

Financial Data on ANAPOL SCHWARTZ 401(K) PLAN

Measure Date Value
2023 : ANAPOL SCHWARTZ 401(K) PLAN 2023 401k financial data
Transfers to/from the plan2023-12-31$0
Total plan liabilities at end of year2023-12-31$0
Total plan liabilities at beginning of year2023-12-31$0
Total income from all sources2023-12-31$2,613,097
Expenses. Total of all expenses incurred2023-12-31$498,200
Benefits paid (including direct rollovers)2023-12-31$516,765
Total plan assets at end of year2023-12-31$13,908,678
Total plan assets at beginning of year2023-12-31$11,793,781
Value of fidelity bond covering the plan2023-12-31$500,000
Total contributions received or receivable from participants2023-12-31$362,432
Expenses. Other expenses not covered elsewhere2023-12-31$0
Contributions received from other sources (not participants or employers)2023-12-31$950
Other income received2023-12-31$2,088,097
Noncash contributions received2023-12-31$0
Net income (gross income less expenses)2023-12-31$2,114,897
Net plan assets at end of year (total assets less liabilities)2023-12-31$13,908,678
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$11,793,781
Assets. Value of participant loans2023-12-31$40,352
Total contributions received or receivable from employer(s)2023-12-31$161,618
Value of certain deemed distributions of participant loans2023-12-31$0
Value of corrective distributions2023-12-31$21,339
Expenses. Administrative service providers (salaries,fees and commissions)2023-12-31$-39,904
2022 : ANAPOL SCHWARTZ 401(K) PLAN 2022 401k financial data
Transfers to/from the plan2022-12-31$0
Total plan liabilities at end of year2022-12-31$0
Total plan liabilities at beginning of year2022-12-31$0
Total income from all sources2022-12-31$-2,236,645
Expenses. Total of all expenses incurred2022-12-31$2,562,411
Benefits paid (including direct rollovers)2022-12-31$2,556,513
Total plan assets at end of year2022-12-31$11,793,781
Total plan assets at beginning of year2022-12-31$16,592,837
Value of fidelity bond covering the plan2022-12-31$500,000
Total contributions received or receivable from participants2022-12-31$333,647
Expenses. Other expenses not covered elsewhere2022-12-31$0
Contributions received from other sources (not participants or employers)2022-12-31$353,081
Other income received2022-12-31$-3,080,372
Noncash contributions received2022-12-31$0
Net income (gross income less expenses)2022-12-31$-4,799,056
Net plan assets at end of year (total assets less liabilities)2022-12-31$11,793,781
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$16,592,837
Assets. Value of participant loans2022-12-31$62,278
Total contributions received or receivable from employer(s)2022-12-31$156,999
Value of certain deemed distributions of participant loans2022-12-31$0
Value of corrective distributions2022-12-31$13,921
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$-8,023
2021 : ANAPOL SCHWARTZ 401(K) PLAN 2021 401k financial data
Transfers to/from the plan2021-12-31$0
Total plan liabilities at end of year2021-12-31$0
Total plan liabilities at beginning of year2021-12-31$0
Total income from all sources2021-12-31$3,136,084
Expenses. Total of all expenses incurred2021-12-31$2,854,816
Benefits paid (including direct rollovers)2021-12-31$2,855,595
Total plan assets at end of year2021-12-31$16,592,837
Total plan assets at beginning of year2021-12-31$16,311,569
Value of fidelity bond covering the plan2021-12-31$500,000
Total contributions received or receivable from participants2021-12-31$360,624
Expenses. Other expenses not covered elsewhere2021-12-31$0
Contributions received from other sources (not participants or employers)2021-12-31$4,504
Other income received2021-12-31$2,700,672
Noncash contributions received2021-12-31$0
Net income (gross income less expenses)2021-12-31$281,268
Net plan assets at end of year (total assets less liabilities)2021-12-31$16,592,837
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$16,311,569
Assets. Value of participant loans2021-12-31$100,645
Total contributions received or receivable from employer(s)2021-12-31$70,284
Value of certain deemed distributions of participant loans2021-12-31$0
Value of corrective distributions2021-12-31$4,970
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$-5,749
2020 : ANAPOL SCHWARTZ 401(K) PLAN 2020 401k financial data
Transfers to/from the plan2020-12-31$0
Total plan liabilities at end of year2020-12-31$0
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$1,900,121
Expenses. Total of all expenses incurred2020-12-31$88,550
Benefits paid (including direct rollovers)2020-12-31$93,541
Total plan assets at end of year2020-12-31$16,311,569
Total plan assets at beginning of year2020-12-31$14,499,998
Value of fidelity bond covering the plan2020-12-31$500,000
Total contributions received or receivable from participants2020-12-31$415,018
Expenses. Other expenses not covered elsewhere2020-12-31$0
Contributions received from other sources (not participants or employers)2020-12-31$0
Other income received2020-12-31$1,299,645
Noncash contributions received2020-12-31$0
Net income (gross income less expenses)2020-12-31$1,811,571
Net plan assets at end of year (total assets less liabilities)2020-12-31$16,311,569
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$14,499,998
Assets. Value of participant loans2020-12-31$138,307
Total contributions received or receivable from employer(s)2020-12-31$185,458
Value of certain deemed distributions of participant loans2020-12-31$0
Value of corrective distributions2020-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$-4,991
2019 : ANAPOL SCHWARTZ 401(K) PLAN 2019 401k financial data
Transfers to/from the plan2019-12-31$0
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$3,360,138
Expenses. Total of all expenses incurred2019-12-31$510,468
Benefits paid (including direct rollovers)2019-12-31$484,007
Total plan assets at end of year2019-12-31$14,499,998
Total plan assets at beginning of year2019-12-31$11,650,328
Value of fidelity bond covering the plan2019-12-31$500,000
Total contributions received or receivable from participants2019-12-31$451,819
Expenses. Other expenses not covered elsewhere2019-12-31$0
Contributions received from other sources (not participants or employers)2019-12-31$576
Other income received2019-12-31$2,754,244
Noncash contributions received2019-12-31$0
Net income (gross income less expenses)2019-12-31$2,849,670
Net plan assets at end of year (total assets less liabilities)2019-12-31$14,499,998
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$11,650,328
Assets. Value of participant loans2019-12-31$60,980
Total contributions received or receivable from employer(s)2019-12-31$153,499
Value of certain deemed distributions of participant loans2019-12-31$0
Value of corrective distributions2019-12-31$31,721
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$-5,260
2018 : ANAPOL SCHWARTZ 401(K) PLAN 2018 401k financial data
Transfers to/from the plan2018-12-31$0
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$-155,627
Expenses. Total of all expenses incurred2018-12-31$734,408
Benefits paid (including direct rollovers)2018-12-31$674,322
Total plan assets at end of year2018-12-31$11,650,328
Total plan assets at beginning of year2018-12-31$12,540,363
Value of fidelity bond covering the plan2018-12-31$500,000
Total contributions received or receivable from participants2018-12-31$505,822
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$7,376
Other income received2018-12-31$-842,355
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$-890,035
Net plan assets at end of year (total assets less liabilities)2018-12-31$11,650,328
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$12,540,363
Assets. Value of participant loans2018-12-31$45,650
Total contributions received or receivable from employer(s)2018-12-31$173,530
Value of certain deemed distributions of participant loans2018-12-31$0
Value of corrective distributions2018-12-31$65,365
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$-5,279
2017 : ANAPOL SCHWARTZ 401(K) PLAN 2017 401k financial data
Transfers to/from the plan2017-12-31$0
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$2,194,036
Expenses. Total of all expenses incurred2017-12-31$430,544
Benefits paid (including direct rollovers)2017-12-31$319,557
Total plan assets at end of year2017-12-31$12,540,363
Total plan assets at beginning of year2017-12-31$10,776,871
Value of fidelity bond covering the plan2017-12-31$500,000
Total contributions received or receivable from participants2017-12-31$376,330
Expenses. Other expenses not covered elsewhere2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$164,149
Other income received2017-12-31$1,527,082
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$1,763,492
Net plan assets at end of year (total assets less liabilities)2017-12-31$12,540,363
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$10,776,871
Assets. Value of participant loans2017-12-31$68,048
Total contributions received or receivable from employer(s)2017-12-31$126,475
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$110,518
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$469
2016 : ANAPOL SCHWARTZ 401(K) PLAN 2016 401k financial data
Transfers to/from the plan2016-12-31$0
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$1,807,660
Expenses. Total of all expenses incurred2016-12-31$115,443
Benefits paid (including direct rollovers)2016-12-31$66,686
Total plan assets at end of year2016-12-31$10,776,871
Total plan assets at beginning of year2016-12-31$9,084,654
Value of fidelity bond covering the plan2016-12-31$500,000
Total contributions received or receivable from participants2016-12-31$483,995
Expenses. Other expenses not covered elsewhere2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$139,979
Other income received2016-12-31$1,026,849
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$1,692,217
Net plan assets at end of year (total assets less liabilities)2016-12-31$10,776,871
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$9,084,654
Assets. Value of participant loans2016-12-31$57,860
Total contributions received or receivable from employer(s)2016-12-31$156,837
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$48,288
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$469

Form 5500 Responses for ANAPOL SCHWARTZ 401(K) PLAN

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

Insurance Providers Used on plan

PHOENIX LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 67814 )
Policy contract numberT08228
Policy instance 1
Insurance contract or identification numberT08228
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
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
PHOENIX LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 67814 )
Policy contract numberT08228
Policy instance 1
Insurance contract or identification numberT08228
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
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

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