ELION, GRIECO, CARLUCCI & SHIPMAN, P.C. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan ELION, WAYNE, GRIECO, CARLUCCI & SHIPMAN, P.C. RETIREMENT PLAN
401k plan membership statisitcs for ELION, WAYNE, GRIECO, CARLUCCI & SHIPMAN, P.C. RETIREMENT PLAN
| Measure | Date | Value |
|---|
| 2023: ELION, WAYNE, GRIECO, CARLUCCI & SHIPMAN, P.C. RETIREMENT PLAN 2023 401k membership |
|---|
| Total participants, beginning-of-year | 2023-01-01 | 11 |
| Total number of active participants reported on line 7a of the Form 5500 | 2023-01-01 | 8 |
| Number of retired or separated participants receiving benefits | 2023-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2023-01-01 | 3 |
| Total of all active and inactive participants | 2023-01-01 | 11 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2023-01-01 | 0 |
| Total participants | 2023-01-01 | 11 |
| Number of participants with account balances | 2023-01-01 | 11 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2023-01-01 | 0 |
| 2022: ELION, WAYNE, GRIECO, CARLUCCI & SHIPMAN, P.C. RETIREMENT PLAN 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-01-01 | 12 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 9 |
| Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 2 |
| Total of all active and inactive participants | 2022-01-01 | 11 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
| Total participants | 2022-01-01 | 11 |
| Number of participants with account balances | 2022-01-01 | 11 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
| 2021: ELION, WAYNE, GRIECO, CARLUCCI & SHIPMAN, P.C. RETIREMENT PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-01-01 | 12 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 12 |
| Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 0 |
| Total of all active and inactive participants | 2021-01-01 | 12 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
| Total participants | 2021-01-01 | 12 |
| Number of participants with account balances | 2021-01-01 | 12 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
| 2020: ELION, WAYNE, GRIECO, CARLUCCI & SHIPMAN, P.C. RETIREMENT PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-01-01 | 12 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 12 |
| Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 0 |
| Total of all active and inactive participants | 2020-01-01 | 12 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
| Total participants | 2020-01-01 | 12 |
| Number of participants with account balances | 2020-01-01 | 12 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
| 2019: ELION, WAYNE, GRIECO, CARLUCCI & SHIPMAN, P.C. RETIREMENT PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 12 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 12 |
| Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 0 |
| Total of all active and inactive participants | 2019-01-01 | 12 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
| Total participants | 2019-01-01 | 12 |
| Number of participants with account balances | 2019-01-01 | 12 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
| 2018: ELION, WAYNE, GRIECO, CARLUCCI & SHIPMAN, P.C. RETIREMENT PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 12 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 12 |
| Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 0 |
| Total of all active and inactive participants | 2018-01-01 | 12 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
| Total participants | 2018-01-01 | 12 |
| Number of participants with account balances | 2018-01-01 | 12 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
| 2017: ELION, WAYNE, GRIECO, CARLUCCI & SHIPMAN, P.C. RETIREMENT PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 18 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 11 |
| Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 1 |
| Total of all active and inactive participants | 2017-01-01 | 12 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
| Total participants | 2017-01-01 | 12 |
| Number of participants with account balances | 2017-01-01 | 12 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
| 2016: ELION, WAYNE, GRIECO, CARLUCCI & SHIPMAN, P.C. RETIREMENT PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 19 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 12 |
| Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 5 |
| Total of all active and inactive participants | 2016-01-01 | 17 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 1 |
| Total participants | 2016-01-01 | 18 |
| Number of participants with account balances | 2016-01-01 | 18 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
| 2015: ELION, WAYNE, GRIECO, CARLUCCI & SHIPMAN, P.C. RETIREMENT PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 19 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 15 |
| Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 4 |
| Total of all active and inactive participants | 2015-01-01 | 19 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
| Total participants | 2015-01-01 | 19 |
| Number of participants with account balances | 2015-01-01 | 19 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
| 2014: ELION, WAYNE, GRIECO, CARLUCCI & SHIPMAN, P.C. RETIREMENT PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 20 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 14 |
| Number of retired or separated participants receiving benefits | 2014-01-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 4 |
| Total of all active and inactive participants | 2014-01-01 | 19 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
| Total participants | 2014-01-01 | 19 |
| Number of participants with account balances | 2014-01-01 | 19 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
| 2013: ELION, WAYNE, GRIECO, CARLUCCI & SHIPMAN, P.C. RETIREMENT PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 26 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 15 |
| Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 5 |
| Total of all active and inactive participants | 2013-01-01 | 20 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
| Total participants | 2013-01-01 | 20 |
| Number of participants with account balances | 2013-01-01 | 20 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
| 2012: ELION, WAYNE, GRIECO, CARLUCCI & SHIPMAN, P.C. RETIREMENT PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 27 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 24 |
| Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 2 |
| Total of all active and inactive participants | 2012-01-01 | 26 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
| Total participants | 2012-01-01 | 26 |
| Number of participants with account balances | 2012-01-01 | 26 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
| 2011: ELION, WAYNE, GRIECO, CARLUCCI & SHIPMAN, P.C. RETIREMENT PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 25 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 23 |
| Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 4 |
| Total of all active and inactive participants | 2011-01-01 | 27 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
| Total participants | 2011-01-01 | 27 |
| Number of participants with account balances | 2011-01-01 | 27 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
| 2010: ELION, WAYNE, GRIECO, CARLUCCI & SHIPMAN, P.C. RETIREMENT PLAN 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-01-01 | 26 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 21 |
| Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 4 |
| Total of all active and inactive participants | 2010-01-01 | 25 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
| Total participants | 2010-01-01 | 25 |
| Number of participants with account balances | 2010-01-01 | 25 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 0 |
| 2009: ELION, WAYNE, GRIECO, CARLUCCI & SHIPMAN, P.C. RETIREMENT PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 23 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 23 |
| Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 2 |
| Total of all active and inactive participants | 2009-01-01 | 25 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
| Total participants | 2009-01-01 | 25 |
| Number of participants with account balances | 2009-01-01 | 25 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2023 : ELION, WAYNE, GRIECO, CARLUCCI & SHIPMAN, P.C. RETIREMENT PLAN 2023 401k financial data |
|---|
| Total income from all sources | 2023-12-31 | $491,882 |
| Expenses. Total of all expenses incurred | 2023-12-31 | $112,476 |
| Benefits paid (including direct rollovers) | 2023-12-31 | $110,691 |
| Total plan assets at end of year | 2023-12-31 | $3,491,685 |
| Total plan assets at beginning of year | 2023-12-31 | $3,112,279 |
| Value of fidelity bond covering the plan | 2023-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2023-12-31 | $65,234 |
| Other income received | 2023-12-31 | $396,648 |
| Net income (gross income less expenses) | 2023-12-31 | $379,406 |
| Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $3,491,685 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $3,112,279 |
| Assets. Value of participant loans | 2023-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2023-12-31 | $30,000 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2023-12-31 | $1,785 |
| 2022 : ELION, WAYNE, GRIECO, CARLUCCI & SHIPMAN, P.C. RETIREMENT PLAN 2022 401k financial data |
|---|
| Total income from all sources | 2022-12-31 | $-344,442 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $94,489 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $88,558 |
| Total plan assets at end of year | 2022-12-31 | $3,112,279 |
| Total plan assets at beginning of year | 2022-12-31 | $3,551,210 |
| Value of fidelity bond covering the plan | 2022-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2022-12-31 | $87,373 |
| Other income received | 2022-12-31 | $-461,815 |
| Net income (gross income less expenses) | 2022-12-31 | $-438,931 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $3,112,279 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $3,551,210 |
| Assets. Value of participant loans | 2022-12-31 | $2,312 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $30,000 |
| Value of certain deemed distributions of participant loans | 2022-12-31 | $4,041 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $1,890 |
| 2021 : ELION, WAYNE, GRIECO, CARLUCCI & SHIPMAN, P.C. RETIREMENT PLAN 2021 401k financial data |
|---|
| Total income from all sources | 2021-12-31 | $453,262 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $15,775 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $13,285 |
| Total plan assets at end of year | 2021-12-31 | $3,551,210 |
| Total plan assets at beginning of year | 2021-12-31 | $3,113,723 |
| Value of fidelity bond covering the plan | 2021-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2021-12-31 | $81,925 |
| Other income received | 2021-12-31 | $341,337 |
| Net income (gross income less expenses) | 2021-12-31 | $437,487 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $3,551,210 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $3,113,723 |
| Assets. Value of participant loans | 2021-12-31 | $9,298 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $30,000 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $2,490 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
| 2020 : ELION, WAYNE, GRIECO, CARLUCCI & SHIPMAN, P.C. RETIREMENT PLAN 2020 401k financial data |
|---|
| Total income from all sources | 2020-12-31 | $449,703 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $1,265 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $825 |
| Total plan assets at end of year | 2020-12-31 | $3,113,723 |
| Total plan assets at beginning of year | 2020-12-31 | $2,665,285 |
| Value of fidelity bond covering the plan | 2020-12-31 | $400,000 |
| Total contributions received or receivable from participants | 2020-12-31 | $94,205 |
| Other income received | 2020-12-31 | $312,998 |
| Net income (gross income less expenses) | 2020-12-31 | $448,438 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $3,113,723 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $2,665,285 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $42,500 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $440 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
| 2019 : ELION, WAYNE, GRIECO, CARLUCCI & SHIPMAN, P.C. RETIREMENT PLAN 2019 401k financial data |
|---|
| Total income from all sources | 2019-12-31 | $462,512 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $6,838 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $4,908 |
| Total plan assets at end of year | 2019-12-31 | $2,665,285 |
| Total plan assets at beginning of year | 2019-12-31 | $2,209,611 |
| Value of fidelity bond covering the plan | 2019-12-31 | $400,000 |
| Total contributions received or receivable from participants | 2019-12-31 | $82,170 |
| Other income received | 2019-12-31 | $350,342 |
| Net income (gross income less expenses) | 2019-12-31 | $455,674 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $2,665,285 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $2,209,611 |
| Assets. Value of participant loans | 2019-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $30,000 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $1,930 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
| 2018 : ELION, WAYNE, GRIECO, CARLUCCI & SHIPMAN, P.C. RETIREMENT PLAN 2018 401k financial data |
|---|
| Total income from all sources | 2018-12-31 | $35,840 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $496,885 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $495,290 |
| Total plan assets at end of year | 2018-12-31 | $2,209,611 |
| Total plan assets at beginning of year | 2018-12-31 | $2,670,656 |
| Value of fidelity bond covering the plan | 2018-12-31 | $400,000 |
| Total contributions received or receivable from participants | 2018-12-31 | $79,087 |
| Other income received | 2018-12-31 | $-73,247 |
| Net income (gross income less expenses) | 2018-12-31 | $-461,045 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $2,209,611 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $2,670,656 |
| Assets. Value of participant loans | 2018-12-31 | $951 |
| Assets. Value of real-estate (other than employer real property) | 2018-12-31 | $0 |
| Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2018-12-31 | $511 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $30,000 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $1,595 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
| 2017 : ELION, WAYNE, GRIECO, CARLUCCI & SHIPMAN, P.C. RETIREMENT PLAN 2017 401k financial data |
|---|
| Total income from all sources | 2017-12-31 | $414,358 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $1,264,171 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $1,260,687 |
| Total plan assets at end of year | 2017-12-31 | $2,670,656 |
| Total plan assets at beginning of year | 2017-12-31 | $3,520,469 |
| Value of fidelity bond covering the plan | 2017-12-31 | $400,000 |
| Total contributions received or receivable from participants | 2017-12-31 | $71,171 |
| Assets. Value of loans (other than to participants) | 2017-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2017-12-31 | $28 |
| Other income received | 2017-12-31 | $313,159 |
| Net income (gross income less expenses) | 2017-12-31 | $-849,813 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $2,670,656 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $3,520,469 |
| Assets. Value of participant loans | 2017-12-31 | $9,015 |
| Assets. Value of real-estate (other than employer real property) | 2017-12-31 | $51,589 |
| Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2017-12-31 | $397 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $30,000 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $3,484 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
| 2016 : ELION, WAYNE, GRIECO, CARLUCCI & SHIPMAN, P.C. RETIREMENT PLAN 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $294,573 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $53,952 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $50,376 |
| Total plan assets at end of year | 2016-12-31 | $3,520,469 |
| Total plan assets at beginning of year | 2016-12-31 | $3,279,848 |
| Value of fidelity bond covering the plan | 2016-12-31 | $400,000 |
| Total contributions received or receivable from participants | 2016-12-31 | $88,661 |
| Assets. Value of loans (other than to participants) | 2016-12-31 | $521,047 |
| Expenses. Other expenses not covered elsewhere | 2016-12-31 | $455 |
| Other income received | 2016-12-31 | $175,912 |
| Net income (gross income less expenses) | 2016-12-31 | $240,621 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $3,520,469 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $3,279,848 |
| Assets. Value of participant loans | 2016-12-31 | $17,803 |
| Assets. Value of real-estate (other than employer real property) | 2016-12-31 | $94,445 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $30,000 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $3,121 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
| 2015 : ELION, WAYNE, GRIECO, CARLUCCI & SHIPMAN, P.C. RETIREMENT PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $72,461 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $15,277 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $11,565 |
| Total plan assets at end of year | 2015-12-31 | $3,279,848 |
| Total plan assets at beginning of year | 2015-12-31 | $3,222,664 |
| Value of fidelity bond covering the plan | 2015-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $96,058 |
| Assets. Value of loans (other than to participants) | 2015-12-31 | $531,419 |
| Other income received | 2015-12-31 | $-53,597 |
| Net income (gross income less expenses) | 2015-12-31 | $57,184 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $3,279,848 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $3,222,664 |
| Assets. Value of participant loans | 2015-12-31 | $26,433 |
| Assets. Value of real-estate (other than employer real property) | 2015-12-31 | $112,222 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $30,000 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $3,712 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
| 2014 : ELION, WAYNE, GRIECO, CARLUCCI & SHIPMAN, P.C. RETIREMENT PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $224,905 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $180,007 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $175,300 |
| Total plan assets at end of year | 2014-12-31 | $3,222,664 |
| Total plan assets at beginning of year | 2014-12-31 | $3,177,766 |
| Value of fidelity bond covering the plan | 2014-12-31 | $400,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $90,541 |
| Assets. Value of loans (other than to participants) | 2014-12-31 | $431,711 |
| Other income received | 2014-12-31 | $104,364 |
| Net income (gross income less expenses) | 2014-12-31 | $44,898 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $3,222,664 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $3,177,766 |
| Assets. Value of participant loans | 2014-12-31 | $37,723 |
| Assets. Value of real-estate (other than employer real property) | 2014-12-31 | $70,000 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $30,000 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $4,707 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
| 2013 : ELION, WAYNE, GRIECO, CARLUCCI & SHIPMAN, P.C. RETIREMENT PLAN 2013 401k financial data |
|---|
| Total plan liabilities at beginning of year | 2013-12-31 | $934 |
| Total income from all sources | 2013-12-31 | $531,441 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $810,184 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $805,234 |
| Total plan assets at end of year | 2013-12-31 | $3,177,766 |
| Total plan assets at beginning of year | 2013-12-31 | $3,457,443 |
| Value of fidelity bond covering the plan | 2013-12-31 | $400,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $46,661 |
| Assets. Value of loans (other than to participants) | 2013-12-31 | $186,209 |
| Contributions received from other sources (not participants or employers) | 2013-12-31 | $45,696 |
| Other income received | 2013-12-31 | $428,365 |
| Net income (gross income less expenses) | 2013-12-31 | $-278,743 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $3,177,766 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $3,456,509 |
| Assets. Value of participant loans | 2013-12-31 | $11,179 |
| Assets. Value of real-estate (other than employer real property) | 2013-12-31 | $70,000 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $10,719 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $4,950 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
| 2012 : ELION, WAYNE, GRIECO, CARLUCCI & SHIPMAN, P.C. RETIREMENT PLAN 2012 401k financial data |
|---|
| Total plan liabilities at end of year | 2012-12-31 | $934 |
| Total income from all sources | 2012-12-31 | $261,732 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $23,390 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $17,949 |
| Total plan assets at end of year | 2012-12-31 | $3,457,443 |
| Total plan assets at beginning of year | 2012-12-31 | $3,218,167 |
| Value of fidelity bond covering the plan | 2012-12-31 | $400,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $66,650 |
| Assets. Value of loans (other than to participants) | 2012-12-31 | $149,093 |
| Other income received | 2012-12-31 | $165,082 |
| Net income (gross income less expenses) | 2012-12-31 | $238,342 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $3,456,509 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $3,218,167 |
| Assets. Value of participant loans | 2012-12-31 | $15,947 |
| Assets. Value of real-estate (other than employer real property) | 2012-12-31 | $70,000 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $30,000 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $5,441 |
| 2011 : ELION, WAYNE, GRIECO, CARLUCCI & SHIPMAN, P.C. RETIREMENT PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $71,110 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $6,335 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $2,124 |
| Total plan assets at end of year | 2011-12-31 | $3,218,167 |
| Total plan assets at beginning of year | 2011-12-31 | $3,153,392 |
| Value of fidelity bond covering the plan | 2011-12-31 | $400,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $84,077 |
| Other income received | 2011-12-31 | $-42,967 |
| Net income (gross income less expenses) | 2011-12-31 | $64,775 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $3,218,167 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $3,153,392 |
| Assets. Value of participant loans | 2011-12-31 | $14,916 |
| Assets. Value of real-estate (other than employer real property) | 2011-12-31 | $70,000 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $30,000 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $4,211 |
| 2010 : ELION, WAYNE, GRIECO, CARLUCCI & SHIPMAN, P.C. RETIREMENT PLAN 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $326,840 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $150,730 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $146,870 |
| Total plan assets at end of year | 2010-12-31 | $3,153,392 |
| Total plan assets at beginning of year | 2010-12-31 | $2,977,282 |
| Value of fidelity bond covering the plan | 2010-12-31 | $300,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $62,337 |
| Other income received | 2010-12-31 | $234,503 |
| Net income (gross income less expenses) | 2010-12-31 | $176,110 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $3,153,392 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $2,977,282 |
| Assets. Value of participant loans | 2010-12-31 | $40,131 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $30,000 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $3,860 |
| 2023: ELION, WAYNE, GRIECO, CARLUCCI & SHIPMAN, P.C. RETIREMENT PLAN 2023 form 5500 responses |
|---|
| 2023-01-01 | Type of plan entity | Single employer plan |
| 2023-01-01 | Submission has been amended | No |
| 2023-01-01 | This submission is the final filing | No |
| 2023-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2023-01-01 | Plan is a collectively bargained plan | No |
| 2023-01-01 | Plan funding arrangement – Insurance | Yes |
| 2023-01-01 | Plan funding arrangement – Trust | Yes |
| 2023-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2023-01-01 | Plan benefit arrangement - Trust | Yes |
| 2022: ELION, WAYNE, GRIECO, CARLUCCI & SHIPMAN, P.C. RETIREMENT PLAN 2022 form 5500 responses |
|---|
| 2022-01-01 | Type of plan entity | Single employer plan |
| 2022-01-01 | Submission has been amended | No |
| 2022-01-01 | This submission is the final filing | No |
| 2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2022-01-01 | Plan is a collectively bargained plan | No |
| 2022-01-01 | Plan funding arrangement – Insurance | Yes |
| 2022-01-01 | Plan funding arrangement – Trust | Yes |
| 2022-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2022-01-01 | Plan benefit arrangement - Trust | Yes |
| 2021: ELION, WAYNE, GRIECO, CARLUCCI & SHIPMAN, P.C. RETIREMENT PLAN 2021 form 5500 responses |
|---|
| 2021-01-01 | Type of plan entity | Single employer plan |
| 2021-01-01 | Submission has been amended | No |
| 2021-01-01 | This submission is the final filing | No |
| 2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-01-01 | Plan is a collectively bargained plan | No |
| 2021-01-01 | Plan funding arrangement – Insurance | Yes |
| 2021-01-01 | Plan funding arrangement – Trust | Yes |
| 2021-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2021-01-01 | Plan benefit arrangement - Trust | Yes |
| 2020: ELION, WAYNE, GRIECO, CARLUCCI & SHIPMAN, P.C. RETIREMENT PLAN 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | Submission has been amended | No |
| 2020-01-01 | This submission is the final filing | No |
| 2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-01-01 | Plan is a collectively bargained plan | No |
| 2020-01-01 | Plan funding arrangement – Insurance | Yes |
| 2020-01-01 | Plan funding arrangement – Trust | Yes |
| 2020-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
| 2019: ELION, WAYNE, GRIECO, CARLUCCI & SHIPMAN, P.C. RETIREMENT PLAN 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Submission has been amended | No |
| 2019-01-01 | This submission is the final filing | No |
| 2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-01-01 | Plan is a collectively bargained plan | No |
| 2019-01-01 | Plan funding arrangement – Insurance | Yes |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: ELION, WAYNE, GRIECO, CARLUCCI & SHIPMAN, P.C. RETIREMENT PLAN 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Submission has been amended | No |
| 2018-01-01 | This submission is the final filing | No |
| 2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-01-01 | Plan is a collectively bargained plan | No |
| 2018-01-01 | Plan funding arrangement – Insurance | Yes |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: ELION, WAYNE, GRIECO, CARLUCCI & SHIPMAN, P.C. RETIREMENT PLAN 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Submission has been amended | No |
| 2017-01-01 | This submission is the final filing | No |
| 2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-01-01 | Plan is a collectively bargained plan | No |
| 2017-01-01 | Plan funding arrangement – Insurance | Yes |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: ELION, WAYNE, GRIECO, CARLUCCI & SHIPMAN, P.C. RETIREMENT PLAN 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Submission has been amended | No |
| 2016-01-01 | This submission is the final filing | No |
| 2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-01-01 | Plan is a collectively bargained plan | No |
| 2016-01-01 | Plan funding arrangement – Insurance | Yes |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: ELION, WAYNE, GRIECO, CARLUCCI & SHIPMAN, P.C. RETIREMENT PLAN 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Submission has been amended | No |
| 2015-01-01 | This submission is the final filing | No |
| 2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-01-01 | Plan is a collectively bargained plan | No |
| 2015-01-01 | Plan funding arrangement – Insurance | Yes |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: ELION, WAYNE, GRIECO, CARLUCCI & SHIPMAN, P.C. RETIREMENT PLAN 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Submission has been amended | No |
| 2014-01-01 | This submission is the final filing | No |
| 2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-01-01 | Plan is a collectively bargained plan | No |
| 2014-01-01 | Plan funding arrangement – Insurance | Yes |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: ELION, WAYNE, GRIECO, CARLUCCI & SHIPMAN, P.C. RETIREMENT PLAN 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Submission has been amended | No |
| 2013-01-01 | This submission is the final filing | No |
| 2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-01-01 | Plan is a collectively bargained plan | No |
| 2013-01-01 | Plan funding arrangement – Insurance | Yes |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: ELION, WAYNE, GRIECO, CARLUCCI & SHIPMAN, P.C. RETIREMENT PLAN 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Submission has been amended | No |
| 2012-01-01 | This submission is the final filing | No |
| 2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-01-01 | Plan is a collectively bargained plan | No |
| 2012-01-01 | Plan funding arrangement – Insurance | Yes |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: ELION, WAYNE, GRIECO, CARLUCCI & SHIPMAN, P.C. RETIREMENT PLAN 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Submission has been amended | No |
| 2011-01-01 | This submission is the final filing | No |
| 2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-01-01 | Plan is a collectively bargained plan | No |
| 2011-01-01 | Plan funding arrangement – Insurance | Yes |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2010: ELION, WAYNE, GRIECO, CARLUCCI & SHIPMAN, P.C. RETIREMENT PLAN 2010 form 5500 responses |
|---|
| 2010-01-01 | Type of plan entity | Single employer plan |
| 2010-01-01 | Submission has been amended | No |
| 2010-01-01 | This submission is the final filing | No |
| 2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2010-01-01 | Plan is a collectively bargained plan | No |
| 2010-01-01 | Plan funding arrangement – Insurance | Yes |
| 2010-01-01 | Plan funding arrangement – Trust | Yes |
| 2010-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2010-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: ELION, WAYNE, GRIECO, CARLUCCI & SHIPMAN, P.C. RETIREMENT PLAN 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | No |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan is a collectively bargained plan | No |
| 2009-01-01 | Plan funding arrangement – Insurance | Yes |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
| VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 ) |
| Policy contract number | 813481 |
| Policy instance | 2 |
| Insurance contract or identification number | 813481 | | Number of Individuals Covered | 11 | | Insurance policy start date | 2023-01-01 | | Insurance policy end date | 2023-12-31 | | Total amount of commissions paid to insurance broker | USD $13,258 | | Total amount of fees paid to insurance company | USD $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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| PHOENIX LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 67814 ) |
| Policy contract number | 05729186 |
| Policy instance | 1 |
| Insurance contract or identification number | 05729186 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2023-01-01 | | Insurance policy end date | 2023-12-31 | | Total amount of commissions paid to insurance broker | USD $16 | | Total amount of fees paid to insurance company | USD $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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| PHOENIX LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 67814 ) |
| Policy contract number | 05729186 |
| Policy instance | 2 |
| Insurance contract or identification number | 05729186 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-12-31 | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $825 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 ) |
| Policy contract number | 813481 |
| Policy instance | 1 |
| Insurance contract or identification number | 813481 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-12-31 | | Total amount of commissions paid to insurance broker | USD $13,141 | | Total amount of fees paid to insurance company | USD $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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $13,141 | | Insurance broker organization code? | 3 |
|
| PHOENIX LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 67814 ) |
| Policy contract number | 05729186 |
| Policy instance | 1 |
| Insurance contract or identification number | 05729186 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2021-01-01 | | Insurance policy end date | 2021-12-31 | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $550 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 ) |
| Policy contract number | 813481 |
| Policy instance | 2 |
| Insurance contract or identification number | 813481 | | Number of Individuals Covered | 12 | | Insurance policy start date | 2021-01-01 | | Insurance policy end date | 2021-12-31 | | Total amount of commissions paid to insurance broker | USD $10,747 | | Total amount of fees paid to insurance company | USD $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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $10,747 | | Insurance broker organization code? | 3 |
|
| PHOENIX LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 67814 ) |
| Policy contract number | 05729186 |
| Policy instance | 2 |
| Insurance contract or identification number | 05729186 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2020-12-31 | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $825 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 ) |
| Policy contract number | 813481 |
| Policy instance | 1 |
| Insurance contract or identification number | 813481 | | Number of Individuals Covered | 12 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2020-12-31 | | Total amount of commissions paid to insurance broker | USD $10,713 | | Total amount of fees paid to insurance company | USD $1,048 | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $10,713 | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 1048 | | Additional information about fees paid to insurance broker | TPA PARTNERSHIP/ALLIANCE PROGRAMS |
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| PHOENIX LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 67814 ) |
| Policy contract number | 05729186 |
| Policy instance | 2 |
| Insurance contract or identification number | 05729186 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $0 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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| VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 ) |
| Policy contract number | 813481 |
| Policy instance | 1 |
| Insurance contract or identification number | 813481 | | Number of Individuals Covered | 12 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 | | Total amount of commissions paid to insurance broker | USD $9,553 | | Total amount of fees paid to insurance company | USD $932 | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $9,553 | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 932 | | Additional information about fees paid to insurance broker | TPA PARTNERSHIP/ALLIANCE PROGRAMS |
|
| PHOENIX LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 67814 ) |
| Policy contract number | 05729186 |
| Policy instance | 2 |
| Insurance contract or identification number | 05729186 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $550 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 ) |
| Policy contract number | 813481 |
| Policy instance | 1 |
| Insurance contract or identification number | 813481 | | Number of Individuals Covered | 12 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | Total amount of commissions paid to insurance broker | USD $8,868 | | Total amount of fees paid to insurance company | USD $916 | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $8,868 | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 916 | | Additional information about fees paid to insurance broker | TPA PARTNERSHIP/ALLIANCE PROGRAMS |
|
| PHOENIX LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 67814 ) |
| Policy contract number | 05729186 |
| Policy instance | 2 |
| Insurance contract or identification number | 05729186 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $550 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 ) |
| Policy contract number | 813481 |
| Policy instance | 1 |
| Insurance contract or identification number | 813481 | | Number of Individuals Covered | 12 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Total amount of commissions paid to insurance broker | USD $10,247 | | Total amount of fees paid to insurance company | USD $1,002 | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $10,247 | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 1002 | | Additional information about fees paid to insurance broker | TPA PARTNERSHIP/ALLIANCE PROGRAMS | | Insurance broker name | PENNSYVANIA PENSION PLANNERS, INC. |
|
| VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 ) |
| Policy contract number | 813481 |
| Policy instance | 1 |
| Insurance contract or identification number | 813481 | | Number of Individuals Covered | 18 | | Insurance policy start date | 2015-01-01 | | Insurance policy end date | 2015-12-31 | | Total amount of commissions paid to insurance broker | USD $4,872 | | Total amount of fees paid to insurance company | USD $4,636 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $4,872 | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 4636 | | Additional information about fees paid to insurance broker | TPA PARTNERSHIP/ALLIANCE PROGRAMS | | Insurance broker name | PENNSYVANIA PENSION PLANNERS, INC. |
|
| PHOENIX LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 67814 ) |
| Policy contract number | 05729186 |
| Policy instance | 2 |
| Insurance contract or identification number | 05729186 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2015-01-01 | | Insurance policy end date | 2015-12-31 | | Total amount of commissions paid to insurance broker | USD $22 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $1,100 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $22 | | Insurance broker organization code? | 3 | | Insurance broker name | BAKER/LANDON ASSOC |
|
| PHOENIX LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 67814 ) |
| Policy contract number | 05729186 |
| Policy instance | 1 |
| Insurance contract or identification number | 05729186 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Total amount of commissions paid to insurance broker | USD $5 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $1,100 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $5 | | Insurance broker organization code? | 3 | | Insurance broker name | EPH BAKER |
|
| PHOENIX LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 67814 ) |
| Policy contract number | 05729186 |
| Policy instance | 1 |
| Insurance contract or identification number | 05729186 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Insurance broker organization code? | 3 | | Insurance broker name | EPH BAKER |
|
| PHOENIX LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 67814 ) |
| Policy contract number | 05729186 |
| Policy instance | 1 |
| Insurance contract or identification number | 05729186 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $825 | | Insurance broker organization code? | 3 | | Insurance broker name | EPH BAKER |
|
| PHOENIX LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 67814 ) |
| Policy contract number | 05729186 |
| Policy instance | 1 |
| Insurance contract or identification number | 05729186 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | Total amount of commissions paid to insurance broker | USD $22 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $1,100 |
|
| PHOENIX LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 67814 ) |
| Policy contract number | 05729186 |
| Policy instance | 1 |
| Insurance contract or identification number | 05729186 | | Insurance policy start date | 2010-01-01 | | Insurance policy end date | 2010-12-31 | | Total amount of commissions paid to insurance broker | USD $22 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $1,100 | | Commission paid to Insurance Broker | USD $22 | | Insurance broker organization code? | 3 | | Insurance broker name | EPH BAKER |
|
