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GM FINANCIAL CONSULTANTS CORP. PROFIT SHARING PLAN 401k Plan overview

Plan NameGM FINANCIAL CONSULTANTS CORP. PROFIT SHARING PLAN
Plan identification number 001

GM FINANCIAL CONSULTANTS CORP. PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Plan covering Self-Employed individuals.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

GM FINANCIAL CONSULTANTS CORP. has sponsored the creation of one or more 401k plans.

Company Name:GM FINANCIAL CONSULTANTS CORP.
Employer identification number (EIN):232410300
NAIC Classification:524210
NAIC Description:Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GM FINANCIAL CONSULTANTS CORP. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01JACK GROSSMAN2024-08-20
0012022-01-01JACK GROSSMAN2023-09-06
0012021-01-01JACK GROSSMAN2022-09-12
0012020-01-01JACK GROSSMAN2021-09-05
0012019-01-01JACK GROSSMAN2020-09-02
0012018-01-01JACK GROSSMAN2019-09-26
0012015-01-01JACK GROSSMAN
0012014-01-01MARY ANNE LUCAS
0012013-01-01MARY ANNE LUCAS
0012012-01-01MARY ANNE LUCAS
0012011-01-01MARY ANNE LUCAS
0012010-01-01MARY ANNE LUCAS

Plan Statistics for GM FINANCIAL CONSULTANTS CORP. PROFIT SHARING PLAN

401k plan membership statisitcs for GM FINANCIAL CONSULTANTS CORP. PROFIT SHARING PLAN

Measure Date Value
2015: GM FINANCIAL CONSULTANTS CORP. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-012
Total number of active participants reported on line 7a of the Form 55002015-01-011
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-011
Number of participants with account balances2015-01-010
2014: GM FINANCIAL CONSULTANTS CORP. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-013
Total number of active participants reported on line 7a of the Form 55002014-01-011
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-011
Total of all active and inactive participants2014-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-012
Number of participants with account balances2014-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: GM FINANCIAL CONSULTANTS CORP. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-013
Total number of active participants reported on line 7a of the Form 55002013-01-012
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-011
Total of all active and inactive participants2013-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-013
Number of participants with account balances2013-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: GM FINANCIAL CONSULTANTS CORP. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-013
Total number of active participants reported on line 7a of the Form 55002012-01-013
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-013
Number of participants with account balances2012-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: GM FINANCIAL CONSULTANTS CORP. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-013
Total number of active participants reported on line 7a of the Form 55002011-01-013
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-013
Number of participants with account balances2011-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: GM FINANCIAL CONSULTANTS CORP. PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-013
Total number of active participants reported on line 7a of the Form 55002010-01-013
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-010
Total of all active and inactive participants2010-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-013
Number of participants with account balances2010-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010

Financial Data on GM FINANCIAL CONSULTANTS CORP. PROFIT SHARING PLAN

Measure Date Value
2015 : GM FINANCIAL CONSULTANTS CORP. PROFIT SHARING PLAN 2015 401k financial data
Transfers to/from the plan2015-12-31$0
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$29,701
Expenses. Total of all expenses incurred2015-12-31$136,563
Benefits paid (including direct rollovers)2015-12-31$136,513
Total plan assets at end of year2015-12-31$613,206
Total plan assets at beginning of year2015-12-31$720,068
Value of fidelity bond covering the plan2015-12-31$250,000
Total contributions received or receivable from participants2015-12-31$0
Expenses. Other expenses not covered elsewhere2015-12-31$50
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$-18,299
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$-106,862
Net plan assets at end of year (total assets less liabilities)2015-12-31$613,206
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$720,068
Assets. Value of assets in partnership/joint-venture interests2015-12-31$60,000
Total contributions received or receivable from employer(s)2015-12-31$48,000
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : GM FINANCIAL CONSULTANTS CORP. PROFIT SHARING PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$50,000
Total income from all sources2014-12-31$112,610
Expenses. Total of all expenses incurred2014-12-31$71,446
Benefits paid (including direct rollovers)2014-12-31$70,429
Total plan assets at end of year2014-12-31$720,068
Total plan assets at beginning of year2014-12-31$728,904
Value of fidelity bond covering the plan2014-12-31$250,000
Total contributions received or receivable from participants2014-12-31$0
Expenses. Other expenses not covered elsewhere2014-12-31$1,017
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$87,691
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$41,164
Net plan assets at end of year (total assets less liabilities)2014-12-31$720,068
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$678,904
Assets. Value of assets in partnership/joint-venture interests2014-12-31$60,000
Total contributions received or receivable from employer(s)2014-12-31$24,919
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : GM FINANCIAL CONSULTANTS CORP. PROFIT SHARING PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$50,000
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$158,416
Expenses. Total of all expenses incurred2013-12-31$167,276
Benefits paid (including direct rollovers)2013-12-31$165,984
Total plan assets at end of year2013-12-31$728,904
Total plan assets at beginning of year2013-12-31$687,764
Value of fidelity bond covering the plan2013-12-31$250,000
Total contributions received or receivable from participants2013-12-31$0
Expenses. Other expenses not covered elsewhere2013-12-31$1,292
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$122,402
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$-8,860
Net plan assets at end of year (total assets less liabilities)2013-12-31$678,904
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$687,764
Assets. Value of assets in partnership/joint-venture interests2013-12-31$60,000
Total contributions received or receivable from employer(s)2013-12-31$36,014
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$115,984
2012 : GM FINANCIAL CONSULTANTS CORP. PROFIT SHARING PLAN 2012 401k financial data
Transfers to/from the plan2012-12-31$0
Total plan liabilities at end of year2012-12-31$0
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$95,970
Expenses. Total of all expenses incurred2012-12-31$2,044
Benefits paid (including direct rollovers)2012-12-31$0
Total plan assets at end of year2012-12-31$687,764
Total plan assets at beginning of year2012-12-31$593,838
Value of fidelity bond covering the plan2012-12-31$250,000
Total contributions received or receivable from participants2012-12-31$0
Expenses. Other expenses not covered elsewhere2012-12-31$2,044
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$59,154
Noncash contributions received2012-12-31$0
Net income (gross income less expenses)2012-12-31$93,926
Net plan assets at end of year (total assets less liabilities)2012-12-31$687,764
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$593,838
Assets. Value of assets in partnership/joint-venture interests2012-12-31$85,000
Total contributions received or receivable from employer(s)2012-12-31$36,816
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : GM FINANCIAL CONSULTANTS CORP. PROFIT SHARING PLAN 2011 401k financial data
Transfers to/from the plan2011-12-31$0
Total plan liabilities at end of year2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$-20,188
Expenses. Total of all expenses incurred2011-12-31$2,083
Benefits paid (including direct rollovers)2011-12-31$0
Total plan assets at end of year2011-12-31$593,838
Total plan assets at beginning of year2011-12-31$616,109
Value of fidelity bond covering the plan2011-12-31$250,000
Total contributions received or receivable from participants2011-12-31$0
Expenses. Other expenses not covered elsewhere2011-12-31$2,083
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$-35,119
Noncash contributions received2011-12-31$0
Net income (gross income less expenses)2011-12-31$-22,271
Net plan assets at end of year (total assets less liabilities)2011-12-31$593,838
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$616,109
Assets. Value of real-estate (other than employer real property)2011-12-31$75,000
Total contributions received or receivable from employer(s)2011-12-31$14,931
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : GM FINANCIAL CONSULTANTS CORP. PROFIT SHARING PLAN 2010 401k financial data
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$87,302
Expenses. Total of all expenses incurred2010-12-31$510,222
Benefits paid (including direct rollovers)2010-12-31$500,000
Total plan assets at end of year2010-12-31$616,109
Total plan assets at beginning of year2010-12-31$1,039,029
Value of fidelity bond covering the plan2010-12-31$250,000
Total contributions received or receivable from participants2010-12-31$0
Expenses. Other expenses not covered elsewhere2010-12-31$10,222
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$75,243
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$-422,920
Net plan assets at end of year (total assets less liabilities)2010-12-31$616,109
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,039,029
Assets. Value of real-estate (other than employer real property)2010-12-31$75,000
Total contributions received or receivable from employer(s)2010-12-31$12,059
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0

Form 5500 Responses for GM FINANCIAL CONSULTANTS CORP. PROFIT SHARING PLAN

2015: GM FINANCIAL CONSULTANTS CORP. PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: GM FINANCIAL CONSULTANTS CORP. PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: GM FINANCIAL CONSULTANTS CORP. PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: GM FINANCIAL CONSULTANTS CORP. PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: GM FINANCIAL CONSULTANTS CORP. PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: GM FINANCIAL CONSULTANTS CORP. PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

JACKSON NATIONAL (National Association of Insurance Commissioners NAIC id number: 65056 )
Policy contract number1010648153
Policy instance 1
Insurance contract or identification number1010648153
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameJACK GROSSMAN
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 )
Policy contract number308629262
Policy instance 2
Insurance contract or identification number308629262
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees0
Insurance broker organization code?4
Insurance broker nameJACK S. GROSSMAN
JACKSON NATIONAL (National Association of Insurance Commissioners NAIC id number: 65056 )
Policy contract number1010648153
Policy instance 1
Insurance contract or identification number1010648153
Number of Individuals Covered2
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameJACK GROSSMAN
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 )
Policy contract number308629262
Policy instance 2
Insurance contract or identification number308629262
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees0
Insurance broker organization code?4
Insurance broker nameJACK S. GROSSMAN
JACKSON NATIONAL (National Association of Insurance Commissioners NAIC id number: 65056 )
Policy contract number1010648153
Policy instance 1
Insurance contract or identification number1010648153
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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 nameJACK GROSSMAN
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 )
Policy contract number308629262
Policy instance 2
Insurance contract or identification number308629262
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?4
Insurance broker nameJACK S. GROSSMAN
THE OHIO NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67172 )
Policy contract numberE1647316
Policy instance 3
Insurance contract or identification numberE1647316
Number of Individuals Covered0
Insurance policy start date2013-01-01
Insurance policy end date2013-12-15
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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 nameJACK S. GROSSMAN
JACKSON NATIONAL (National Association of Insurance Commissioners NAIC id number: 65056 )
Policy contract number1010648153
Policy instance 1
Insurance contract or identification number1010648153
Number of Individuals Covered3
Insurance policy start date2012-02-08
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $9,190
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $9,190
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameJACK GROSSMAN
THE OHIO NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67172 )
Policy contract numberE1647316
Policy instance 3
Insurance contract or identification numberE1647316
Number of Individuals Covered3
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameJACK S. GROSSMAN
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 )
Policy contract number308629262
Policy instance 2
Insurance contract or identification number308629262
Number of Individuals Covered3
Insurance policy start date2012-01-01
Insurance policy end date2013-04-08
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees0
Insurance broker organization code?4
Insurance broker nameJACK S. GROSSMAN
PHOENIX LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 67814 )
Policy contract number23050840
Policy instance 1
Insurance contract or identification number23050840
Number of Individuals Covered3
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Other information about contractINVESTMENT ANNUITY CONTRACT
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 )
Policy contract number308629262
Policy instance 2
Insurance contract or identification number308629262
Number of Individuals Covered3
Insurance policy start date2011-01-01
Insurance policy end date2012-04-08
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Other information about contractINVESTMENT ANNUITY CONTRACTS
THE OHIO NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67172 )
Policy contract numberE1647316
Policy instance 3
Insurance contract or identification numberE1647316
Number of Individuals Covered3
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Other information about contractINVESTMENT ANNUITY CONTRACTS
PHOENIX LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 67814 )
Policy contract number23050840
Policy instance 1
Insurance contract or identification number23050840
Number of Individuals Covered3
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Other information about contractINVESTMENT ANNUITY CONTRACT
Insurance broker organization code?3
Insurance broker nameJACK GROSSMAN
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 )
Policy contract number308629262
Policy instance 2
Insurance contract or identification number308629262
Number of Individuals Covered3
Insurance policy start date2010-01-01
Insurance policy end date2011-04-08
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Other information about contractINVESTMENT ANNUITY CONTRACT
Insurance broker organization code?4
Insurance broker nameJACK S. GROSSMAN
THE OHIO NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67172 )
Policy contract numberE1647316
Policy instance 3
Insurance contract or identification numberE1647316
Number of Individuals Covered3
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Other information about contractINVESTMENT ANNUITY CONTRACT
Insurance broker organization code?3
Insurance broker nameJACK S. GROSSMAN

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