ANESTHESIA & PAIN ASSOC LTD. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan ANESTHESIA & PAIN ASSOCIATES OF N. LANCASTER COUNTY, LTD ROTH SAFE-HARBOR 401(K) PROFIT SHARING PLAN
401k plan membership statisitcs for ANESTHESIA & PAIN ASSOCIATES OF N. LANCASTER COUNTY, LTD ROTH SAFE-HARBOR 401(K) PROFIT SHARING PLAN
Measure | Date | Value |
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2017: ANESTHESIA & PAIN ASSOCIATES OF N. LANCASTER COUNTY, LTD ROTH SAFE-HARBOR 401(K) PROFIT SHARING PLAN 2017 401k membership |
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Total participants, beginning-of-year | 2017-07-01 | 7 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-07-01 | 4 |
Number of retired or separated participants receiving benefits | 2017-07-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-07-01 | 1 |
Total of all active and inactive participants | 2017-07-01 | 5 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-07-01 | 0 |
Total participants | 2017-07-01 | 5 |
Number of participants with account balances | 2017-07-01 | 5 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-07-01 | 0 |
2016: ANESTHESIA & PAIN ASSOCIATES OF N. LANCASTER COUNTY, LTD ROTH SAFE-HARBOR 401(K) PROFIT SHARING PLAN 2016 401k membership |
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Total participants, beginning-of-year | 2016-07-01 | 7 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-07-01 | 5 |
Number of retired or separated participants receiving benefits | 2016-07-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2016-07-01 | 1 |
Total of all active and inactive participants | 2016-07-01 | 7 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-07-01 | 0 |
Total participants | 2016-07-01 | 7 |
Number of participants with account balances | 2016-07-01 | 7 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-07-01 | 0 |
2015: ANESTHESIA & PAIN ASSOCIATES OF N. LANCASTER COUNTY, LTD ROTH SAFE-HARBOR 401(K) PROFIT SHARING PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-07-01 | 7 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-07-01 | 7 |
Number of retired or separated participants receiving benefits | 2015-07-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-07-01 | 0 |
Total of all active and inactive participants | 2015-07-01 | 7 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-07-01 | 0 |
Total participants | 2015-07-01 | 7 |
Number of participants with account balances | 2015-07-01 | 7 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-07-01 | 0 |
2014: ANESTHESIA & PAIN ASSOCIATES OF N. LANCASTER COUNTY, LTD ROTH SAFE-HARBOR 401(K) PROFIT SHARING PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-07-01 | 7 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-07-01 | 7 |
Number of retired or separated participants receiving benefits | 2014-07-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-07-01 | 0 |
Total of all active and inactive participants | 2014-07-01 | 7 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-07-01 | 0 |
Total participants | 2014-07-01 | 7 |
Number of participants with account balances | 2014-07-01 | 7 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-07-01 | 0 |
2013: ANESTHESIA & PAIN ASSOCIATES OF N. LANCASTER COUNTY, LTD ROTH SAFE-HARBOR 401(K) PROFIT SHARING PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-07-01 | 7 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-07-01 | 7 |
Number of retired or separated participants receiving benefits | 2013-07-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-07-01 | 0 |
Total of all active and inactive participants | 2013-07-01 | 7 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-07-01 | 0 |
Total participants | 2013-07-01 | 7 |
Number of participants with account balances | 2013-07-01 | 7 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-07-01 | 0 |
2012: ANESTHESIA & PAIN ASSOCIATES OF N. LANCASTER COUNTY, LTD ROTH SAFE-HARBOR 401(K) PROFIT SHARING PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-07-01 | 7 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-07-01 | 7 |
Number of retired or separated participants receiving benefits | 2012-07-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-07-01 | 0 |
Total of all active and inactive participants | 2012-07-01 | 7 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-07-01 | 0 |
Total participants | 2012-07-01 | 7 |
Number of participants with account balances | 2012-07-01 | 7 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-07-01 | 0 |
2011: ANESTHESIA & PAIN ASSOCIATES OF N. LANCASTER COUNTY, LTD ROTH SAFE-HARBOR 401(K) PROFIT SHARING PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-07-01 | 7 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-07-01 | 7 |
Number of retired or separated participants receiving benefits | 2011-07-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-07-01 | 0 |
Total of all active and inactive participants | 2011-07-01 | 7 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-07-01 | 0 |
Total participants | 2011-07-01 | 7 |
Number of participants with account balances | 2011-07-01 | 7 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-07-01 | 0 |
2009: ANESTHESIA & PAIN ASSOCIATES OF N. LANCASTER COUNTY, LTD ROTH SAFE-HARBOR 401(K) PROFIT SHARING PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-07-01 | 6 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-07-01 | 7 |
Number of retired or separated participants receiving benefits | 2009-07-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-07-01 | 0 |
Total of all active and inactive participants | 2009-07-01 | 7 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-07-01 | 0 |
Total participants | 2009-07-01 | 7 |
Number of participants with account balances | 2009-07-01 | 7 |
Measure | Date | Value |
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2018 : ANESTHESIA & PAIN ASSOCIATES OF N. LANCASTER COUNTY, LTD ROTH SAFE-HARBOR 401(K) PROFIT SHARING PLAN 2018 401k financial data |
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Total plan liabilities at end of year | 2018-06-30 | $0 |
Total plan liabilities at beginning of year | 2018-06-30 | $0 |
Total income from all sources | 2018-06-30 | $763,414 |
Expenses. Total of all expenses incurred | 2018-06-30 | $187,706 |
Benefits paid (including direct rollovers) | 2018-06-30 | $124,128 |
Total plan assets at end of year | 2018-06-30 | $8,318,618 |
Total plan assets at beginning of year | 2018-06-30 | $7,742,910 |
Value of fidelity bond covering the plan | 2018-06-30 | $500,000 |
Total contributions received or receivable from participants | 2018-06-30 | $36,000 |
Expenses. Other expenses not covered elsewhere | 2018-06-30 | $0 |
Contributions received from other sources (not participants or employers) | 2018-06-30 | $0 |
Other income received | 2018-06-30 | $599,314 |
Noncash contributions received | 2018-06-30 | $0 |
Net income (gross income less expenses) | 2018-06-30 | $575,708 |
Net plan assets at end of year (total assets less liabilities) | 2018-06-30 | $8,318,618 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-06-30 | $7,742,910 |
Total contributions received or receivable from employer(s) | 2018-06-30 | $128,100 |
Value of certain deemed distributions of participant loans | 2018-06-30 | $0 |
Value of corrective distributions | 2018-06-30 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2018-06-30 | $63,578 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-06-30 | $0 |
2017 : ANESTHESIA & PAIN ASSOCIATES OF N. LANCASTER COUNTY, LTD ROTH SAFE-HARBOR 401(K) PROFIT SHARING PLAN 2017 401k financial data |
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Total plan liabilities at end of year | 2017-06-30 | $0 |
Total plan liabilities at beginning of year | 2017-06-30 | $0 |
Total income from all sources | 2017-06-30 | $940,868 |
Expenses. Total of all expenses incurred | 2017-06-30 | $573,347 |
Benefits paid (including direct rollovers) | 2017-06-30 | $515,102 |
Total plan assets at end of year | 2017-06-30 | $7,742,910 |
Total plan assets at beginning of year | 2017-06-30 | $7,375,389 |
Value of fidelity bond covering the plan | 2017-06-30 | $500,000 |
Total contributions received or receivable from participants | 2017-06-30 | $20,000 |
Expenses. Other expenses not covered elsewhere | 2017-06-30 | $0 |
Contributions received from other sources (not participants or employers) | 2017-06-30 | $0 |
Other income received | 2017-06-30 | $767,526 |
Noncash contributions received | 2017-06-30 | $0 |
Net income (gross income less expenses) | 2017-06-30 | $367,521 |
Net plan assets at end of year (total assets less liabilities) | 2017-06-30 | $7,742,910 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-06-30 | $7,375,389 |
Total contributions received or receivable from employer(s) | 2017-06-30 | $153,342 |
Value of certain deemed distributions of participant loans | 2017-06-30 | $0 |
Value of corrective distributions | 2017-06-30 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2017-06-30 | $58,245 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-06-30 | $0 |
2016 : ANESTHESIA & PAIN ASSOCIATES OF N. LANCASTER COUNTY, LTD ROTH SAFE-HARBOR 401(K) PROFIT SHARING PLAN 2016 401k financial data |
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Total plan liabilities at end of year | 2016-06-30 | $0 |
Total plan liabilities at beginning of year | 2016-06-30 | $0 |
Total income from all sources | 2016-06-30 | $240,780 |
Expenses. Total of all expenses incurred | 2016-06-30 | $53,408 |
Benefits paid (including direct rollovers) | 2016-06-30 | $0 |
Total plan assets at end of year | 2016-06-30 | $7,375,389 |
Total plan assets at beginning of year | 2016-06-30 | $7,188,017 |
Value of fidelity bond covering the plan | 2016-06-30 | $500,000 |
Total contributions received or receivable from participants | 2016-06-30 | $62,850 |
Expenses. Other expenses not covered elsewhere | 2016-06-30 | $53,408 |
Contributions received from other sources (not participants or employers) | 2016-06-30 | $0 |
Other income received | 2016-06-30 | $-2,778 |
Noncash contributions received | 2016-06-30 | $0 |
Net income (gross income less expenses) | 2016-06-30 | $187,372 |
Net plan assets at end of year (total assets less liabilities) | 2016-06-30 | $7,375,389 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-06-30 | $7,188,017 |
Total contributions received or receivable from employer(s) | 2016-06-30 | $180,708 |
Value of certain deemed distributions of participant loans | 2016-06-30 | $0 |
Value of corrective distributions | 2016-06-30 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2016-06-30 | $0 |
2015 : ANESTHESIA & PAIN ASSOCIATES OF N. LANCASTER COUNTY, LTD ROTH SAFE-HARBOR 401(K) PROFIT SHARING PLAN 2015 401k financial data |
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Total income from all sources | 2015-06-30 | $494,868 |
Expenses. Total of all expenses incurred | 2015-06-30 | $30,419 |
Total plan assets at end of year | 2015-06-30 | $7,188,017 |
Total plan assets at beginning of year | 2015-06-30 | $6,723,568 |
Value of fidelity bond covering the plan | 2015-06-30 | $500,000 |
Total contributions received or receivable from participants | 2015-06-30 | $52,000 |
Expenses. Other expenses not covered elsewhere | 2015-06-30 | $30,419 |
Other income received | 2015-06-30 | $262,120 |
Net income (gross income less expenses) | 2015-06-30 | $464,449 |
Net plan assets at end of year (total assets less liabilities) | 2015-06-30 | $7,188,017 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-06-30 | $6,723,568 |
Total contributions received or receivable from employer(s) | 2015-06-30 | $180,748 |
2014 : ANESTHESIA & PAIN ASSOCIATES OF N. LANCASTER COUNTY, LTD ROTH SAFE-HARBOR 401(K) PROFIT SHARING PLAN 2014 401k financial data |
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Total income from all sources | 2014-06-30 | $1,035,372 |
Expenses. Total of all expenses incurred | 2014-06-30 | $43,270 |
Total plan assets at end of year | 2014-06-30 | $6,723,568 |
Total plan assets at beginning of year | 2014-06-30 | $5,731,466 |
Value of fidelity bond covering the plan | 2014-06-30 | $500,000 |
Total contributions received or receivable from participants | 2014-06-30 | $99,000 |
Expenses. Other expenses not covered elsewhere | 2014-06-30 | $43,270 |
Other income received | 2014-06-30 | $734,509 |
Net income (gross income less expenses) | 2014-06-30 | $992,102 |
Net plan assets at end of year (total assets less liabilities) | 2014-06-30 | $6,723,568 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-06-30 | $5,731,466 |
Total contributions received or receivable from employer(s) | 2014-06-30 | $201,863 |
2013 : ANESTHESIA & PAIN ASSOCIATES OF N. LANCASTER COUNTY, LTD ROTH SAFE-HARBOR 401(K) PROFIT SHARING PLAN 2013 401k financial data |
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Total income from all sources | 2013-06-30 | $507,425 |
Expenses. Total of all expenses incurred | 2013-06-30 | $5,173 |
Total plan assets at end of year | 2013-06-30 | $5,731,466 |
Total plan assets at beginning of year | 2013-06-30 | $5,229,214 |
Value of fidelity bond covering the plan | 2013-06-30 | $500,000 |
Expenses. Other expenses not covered elsewhere | 2013-06-30 | $5,173 |
Other income received | 2013-06-30 | $326,624 |
Net income (gross income less expenses) | 2013-06-30 | $502,252 |
Net plan assets at end of year (total assets less liabilities) | 2013-06-30 | $5,731,466 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-06-30 | $5,229,214 |
Total contributions received or receivable from employer(s) | 2013-06-30 | $180,801 |
2012 : ANESTHESIA & PAIN ASSOCIATES OF N. LANCASTER COUNTY, LTD ROTH SAFE-HARBOR 401(K) PROFIT SHARING PLAN 2012 401k financial data |
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Total income from all sources | 2012-06-30 | $190,764 |
Expenses. Total of all expenses incurred | 2012-06-30 | $288 |
Total plan assets at end of year | 2012-06-30 | $5,229,214 |
Total plan assets at beginning of year | 2012-06-30 | $5,038,738 |
Value of fidelity bond covering the plan | 2012-06-30 | $500,000 |
Expenses. Other expenses not covered elsewhere | 2012-06-30 | $288 |
Other income received | 2012-06-30 | $-44,404 |
Net income (gross income less expenses) | 2012-06-30 | $190,476 |
Net plan assets at end of year (total assets less liabilities) | 2012-06-30 | $5,229,214 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-06-30 | $5,038,738 |
Total contributions received or receivable from employer(s) | 2012-06-30 | $235,168 |
2011 : ANESTHESIA & PAIN ASSOCIATES OF N. LANCASTER COUNTY, LTD ROTH SAFE-HARBOR 401(K) PROFIT SHARING PLAN 2011 401k financial data |
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Total income from all sources | 2011-06-30 | $974,045 |
Expenses. Total of all expenses incurred | 2011-06-30 | $29 |
Total plan assets at end of year | 2011-06-30 | $5,038,738 |
Total plan assets at beginning of year | 2011-06-30 | $4,064,722 |
Value of fidelity bond covering the plan | 2011-06-30 | $500,000 |
Expenses. Other expenses not covered elsewhere | 2011-06-30 | $29 |
Other income received | 2011-06-30 | $702,598 |
Net income (gross income less expenses) | 2011-06-30 | $974,016 |
Net plan assets at end of year (total assets less liabilities) | 2011-06-30 | $5,038,738 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-06-30 | $4,064,722 |
Total contributions received or receivable from employer(s) | 2011-06-30 | $271,447 |
2017: ANESTHESIA & PAIN ASSOCIATES OF N. LANCASTER COUNTY, LTD ROTH SAFE-HARBOR 401(K) PROFIT SHARING PLAN 2017 form 5500 responses |
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2017-07-01 | Type of plan entity | Single employer plan |
2017-07-01 | Submission has been amended | No |
2017-07-01 | This submission is the final filing | No |
2017-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-07-01 | Plan is a collectively bargained plan | No |
2017-07-01 | Plan funding arrangement – Trust | Yes |
2017-07-01 | Plan benefit arrangement - Trust | Yes |
2016: ANESTHESIA & PAIN ASSOCIATES OF N. LANCASTER COUNTY, LTD ROTH SAFE-HARBOR 401(K) PROFIT SHARING PLAN 2016 form 5500 responses |
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2016-07-01 | Type of plan entity | Single employer plan |
2016-07-01 | Submission has been amended | No |
2016-07-01 | This submission is the final filing | No |
2016-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-07-01 | Plan is a collectively bargained plan | No |
2016-07-01 | Plan funding arrangement – Trust | Yes |
2016-07-01 | Plan benefit arrangement - Trust | Yes |
2015: ANESTHESIA & PAIN ASSOCIATES OF N. LANCASTER COUNTY, LTD ROTH SAFE-HARBOR 401(K) PROFIT SHARING PLAN 2015 form 5500 responses |
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2015-07-01 | Type of plan entity | Single employer plan |
2015-07-01 | Submission has been amended | No |
2015-07-01 | This submission is the final filing | No |
2015-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-07-01 | Plan is a collectively bargained plan | No |
2015-07-01 | Plan funding arrangement – Trust | Yes |
2015-07-01 | Plan benefit arrangement - Trust | Yes |
2014: ANESTHESIA & PAIN ASSOCIATES OF N. LANCASTER COUNTY, LTD ROTH SAFE-HARBOR 401(K) PROFIT SHARING PLAN 2014 form 5500 responses |
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2014-07-01 | Type of plan entity | Single employer plan |
2014-07-01 | Plan funding arrangement – Insurance | Yes |
2014-07-01 | Plan funding arrangement – Trust | Yes |
2014-07-01 | Plan benefit arrangement – Insurance | Yes |
2014-07-01 | Plan benefit arrangement - Trust | Yes |
2013: ANESTHESIA & PAIN ASSOCIATES OF N. LANCASTER COUNTY, LTD ROTH SAFE-HARBOR 401(K) PROFIT SHARING PLAN 2013 form 5500 responses |
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2013-07-01 | Type of plan entity | Single employer plan |
2013-07-01 | Plan funding arrangement – Insurance | Yes |
2013-07-01 | Plan funding arrangement – Trust | Yes |
2013-07-01 | Plan benefit arrangement – Insurance | Yes |
2013-07-01 | Plan benefit arrangement - Trust | Yes |
2012: ANESTHESIA & PAIN ASSOCIATES OF N. LANCASTER COUNTY, LTD ROTH SAFE-HARBOR 401(K) PROFIT SHARING PLAN 2012 form 5500 responses |
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2012-07-01 | Type of plan entity | Single employer plan |
2012-07-01 | Plan funding arrangement – Insurance | Yes |
2012-07-01 | Plan funding arrangement – Trust | Yes |
2012-07-01 | Plan benefit arrangement – Insurance | Yes |
2012-07-01 | Plan benefit arrangement - Trust | Yes |
2011: ANESTHESIA & PAIN ASSOCIATES OF N. LANCASTER COUNTY, LTD ROTH SAFE-HARBOR 401(K) PROFIT SHARING PLAN 2011 form 5500 responses |
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2011-07-01 | Type of plan entity | Single employer plan |
2011-07-01 | Plan funding arrangement – Insurance | Yes |
2011-07-01 | Plan funding arrangement – Trust | Yes |
2011-07-01 | Plan benefit arrangement – Insurance | Yes |
2011-07-01 | Plan benefit arrangement - Trust | Yes |
2009: ANESTHESIA & PAIN ASSOCIATES OF N. LANCASTER COUNTY, LTD ROTH SAFE-HARBOR 401(K) PROFIT SHARING PLAN 2009 form 5500 responses |
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2009-07-01 | Type of plan entity | Single employer plan |
2009-07-01 | Plan funding arrangement – Insurance | Yes |
2009-07-01 | Plan funding arrangement – Trust | Yes |
2009-07-01 | Plan benefit arrangement – Insurance | Yes |
2009-07-01 | Plan benefit arrangement - Trust | Yes |
JACKSON LIFE (National Association of Insurance Commissioners NAIC id number: 65056 ) |
Policy contract number | 009167933A |
Policy instance | 1 |
Insurance contract or identification number | 009167933A | Number of Individuals Covered | 0 | Insurance policy start date | 2015-07-01 | Insurance policy end date | 2016-06-30 | 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 | 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 |
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JACKSON NATIONAL (National Association of Insurance Commissioners NAIC id number: 65056 ) |
Policy contract number | 1005103076 |
Policy instance | 2 |
Insurance contract or identification number | 1005103076 | Number of Individuals Covered | 0 | Insurance policy start date | 2015-07-01 | Insurance policy end date | 2016-06-30 | 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 | 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 |
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JACKSON NATIONAL (National Association of Insurance Commissioners NAIC id number: 65056 ) |
Policy contract number | 009167933A |
Policy instance | 1 |
Insurance contract or identification number | 009167933A | Number of Individuals Covered | 1 | Insurance policy start date | 2014-10-01 | Insurance policy end date | 2015-09-30 | Are there contracts with allocated funds for individual policies? | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Insurance broker name | FSC SECURITIES |
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JACKSON NATIONAL (National Association of Insurance Commissioners NAIC id number: 65056 ) |
Policy contract number | 1005103076 |
Policy instance | 2 |
Insurance contract or identification number | 1005103076 | Number of Individuals Covered | 1 | Insurance policy start date | 2014-03-23 | Insurance policy end date | 2015-03-23 | Are there contracts with allocated funds for individual policies? | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Insurance broker name | GENEOS WEALTH MANAGEMENT INC |
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JACKSON NATIONAL (National Association of Insurance Commissioners NAIC id number: 65056 ) |
Policy contract number | 009167933A |
Policy instance | 1 |
Insurance contract or identification number | 009167933A | Number of Individuals Covered | 1 | Insurance policy start date | 2013-10-01 | Insurance policy end date | 2014-09-30 | Are there contracts with allocated funds for individual policies? | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Insurance broker name | FSC SECURITIES |
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JACKSON NATIONAL (National Association of Insurance Commissioners NAIC id number: 65056 ) |
Policy contract number | 1005103076 |
Policy instance | 2 |
Insurance contract or identification number | 1005103076 | Number of Individuals Covered | 1 | Insurance policy start date | 2013-03-23 | Insurance policy end date | 2014-03-23 | Are there contracts with allocated funds for individual policies? | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Insurance broker name | GENEOS WEALTH MANAGEMENT INC |
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JACKSON NATIONAL (National Association of Insurance Commissioners NAIC id number: 65056 ) |
Policy contract number | 009167933A |
Policy instance | 1 |
Insurance contract or identification number | 009167933A | Number of Individuals Covered | 1 | Insurance policy start date | 2012-10-01 | Insurance policy end date | 2013-09-30 | Are there contracts with allocated funds for individual policies? | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Insurance broker name | FSC SECURITIES |
|
JACKSON NATIONAL (National Association of Insurance Commissioners NAIC id number: 65056 ) |
Policy contract number | 1005103076 |
Policy instance | 2 |
Insurance contract or identification number | 1005103076 | Number of Individuals Covered | 1 | Insurance policy start date | 2012-03-23 | Insurance policy end date | 2013-03-23 | Are there contracts with allocated funds for individual policies? | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Insurance broker name | GENEOS WEALTH MANAGEMENT INC |
|
JACKSON NATIONAL (National Association of Insurance Commissioners NAIC id number: 65056 ) |
Policy contract number | 009167933A |
Policy instance | 1 |
Insurance contract or identification number | 009167933A | Number of Individuals Covered | 1 | Insurance policy start date | 2011-10-01 | Insurance policy end date | 2012-09-30 | Are there contracts with allocated funds for individual policies? | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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JACKSON NATIONAL (National Association of Insurance Commissioners NAIC id number: 65056 ) |
Policy contract number | 1005103076 |
Policy instance | 2 |
Insurance contract or identification number | 1005103076 | Number of Individuals Covered | 1 | Insurance policy start date | 2011-03-23 | Insurance policy end date | 2012-03-23 | Are there contracts with allocated funds for individual policies? | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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JACKSON NATIONAL (National Association of Insurance Commissioners NAIC id number: 65056 ) |
Policy contract number | 009167933A |
Policy instance | 1 |
Insurance contract or identification number | 009167933A | Number of Individuals Covered | 1 | Insurance policy start date | 2010-07-01 | Insurance policy end date | 2011-06-30 | Are there contracts with allocated funds for individual policies? | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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JACKSON NATIONAL (National Association of Insurance Commissioners NAIC id number: 65056 ) |
Policy contract number | 1005103076 |
Policy instance | 2 |
Insurance contract or identification number | 1005103076 | Number of Individuals Covered | 1 | Insurance policy start date | 2010-07-01 | Insurance policy end date | 2011-06-30 | Are there contracts with allocated funds for individual policies? | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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