BIG BROTHERS BIG SISTERS OF BUCKS COUNTY has sponsored the creation of one or more 401k plans.
| Measure | Date | Value |
|---|
| 2022: EQUIVEST TSA 501C3 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-01-01 | 7 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 6 |
| Total of all active and inactive participants | 2022-01-01 | 6 |
| Total participants | 2022-01-01 | 6 |
| Number of participants with account balances | 2022-01-01 | 6 |
| 2021: EQUIVEST TSA 501C3 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-01-01 | 7 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 7 |
| Total of all active and inactive participants | 2021-01-01 | 7 |
| Total participants | 2021-01-01 | 7 |
| Number of participants with account balances | 2021-01-01 | 7 |
| 2020: EQUIVEST TSA 501C3 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-01-01 | 10 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 7 |
| Total of all active and inactive participants | 2020-01-01 | 7 |
| Total participants | 2020-01-01 | 7 |
| Number of participants with account balances | 2020-01-01 | 7 |
| 2019: EQUIVEST TSA 501C3 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 11 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 10 |
| Total of all active and inactive participants | 2019-01-01 | 10 |
| Total participants | 2019-01-01 | 10 |
| Number of participants with account balances | 2019-01-01 | 10 |
| 2018: EQUIVEST TSA 501C3 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 | 11 |
| Total of all active and inactive participants | 2018-01-01 | 11 |
| Total participants | 2018-01-01 | 11 |
| Number of participants with account balances | 2018-01-01 | 11 |
| 2017: EQUIVEST TSA 501C3 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 15 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 12 |
| Total of all active and inactive participants | 2017-01-01 | 12 |
| Total participants | 2017-01-01 | 12 |
| Number of participants with account balances | 2017-01-01 | 12 |
| 2016: EQUIVEST TSA 501C3 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 15 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 15 |
| Total of all active and inactive participants | 2016-01-01 | 15 |
| Total participants | 2016-01-01 | 15 |
| Number of participants with account balances | 2016-01-01 | 15 |
| 2015: EQUIVEST TSA 501C3 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 17 |
| 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 | 2 |
| Total of all active and inactive participants | 2015-01-01 | 17 |
| Total participants | 2015-01-01 | 17 |
| Number of participants with account balances | 2015-01-01 | 15 |
| 2014: EQUIVEST TSA 501C3 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 17 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 17 |
| Total of all active and inactive participants | 2014-01-01 | 17 |
| Total participants | 2014-01-01 | 17 |
| Number of participants with account balances | 2014-01-01 | 17 |
| 2013: EQUIVEST TSA 501C3 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 20 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 17 |
| Total of all active and inactive participants | 2013-01-01 | 17 |
| Total participants | 2013-01-01 | 17 |
| Number of participants with account balances | 2013-01-01 | 17 |
| 2012: EQUIVEST TSA 501C3 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 21 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 20 |
| Total of all active and inactive participants | 2012-01-01 | 20 |
| Total participants | 2012-01-01 | 20 |
| Number of participants with account balances | 2012-01-01 | 20 |
| 2011: EQUIVEST TSA 501C3 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 23 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 21 |
| 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 | 0 |
| Total of all active and inactive participants | 2011-01-01 | 21 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
| Total participants | 2011-01-01 | 21 |
| Number of participants with account balances | 2011-01-01 | 21 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
| 2010: EQUIVEST TSA 501C3 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-01-01 | 23 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 23 |
| Total of all active and inactive participants | 2010-01-01 | 23 |
| Total participants | 2010-01-01 | 23 |
| Number of participants with account balances | 2010-01-01 | 23 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 0 |
| 2009: EQUIVEST TSA 501C3 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 | 0 |
| Total of all active and inactive participants | 2009-01-01 | 23 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
| Total participants | 2009-01-01 | 23 |
| Number of participants with account balances | 2009-01-01 | 23 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2022 : EQUIVEST TSA 501C3 2022 401k financial data |
|---|
| Transfers to/from the plan | 2022-12-31 | $-30,398 |
| Total income from all sources | 2022-12-31 | $-50,311 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $1,155 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $812 |
| Total plan assets at end of year | 2022-12-31 | $222,768 |
| Total plan assets at beginning of year | 2022-12-31 | $304,632 |
| Value of fidelity bond covering the plan | 2022-12-31 | $40,000 |
| Other income received | 2022-12-31 | $-50,311 |
| Net income (gross income less expenses) | 2022-12-31 | $-51,466 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $222,768 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $304,632 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $343 |
| 2021 : EQUIVEST TSA 501C3 2021 401k financial data |
|---|
| Transfers to/from the plan | 2021-12-31 | $0 |
| Total income from all sources | 2021-12-31 | $35,644 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $1,079 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $772 |
| Total plan assets at end of year | 2021-12-31 | $304,632 |
| Total plan assets at beginning of year | 2021-12-31 | $270,067 |
| Value of fidelity bond covering the plan | 2021-12-31 | $40,000 |
| Other income received | 2021-12-31 | $35,644 |
| Net income (gross income less expenses) | 2021-12-31 | $34,565 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $304,632 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $270,067 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $307 |
| 2020 : EQUIVEST TSA 501C3 2020 401k financial data |
|---|
| Transfers to/from the plan | 2020-12-31 | $-59,952 |
| Total income from all sources | 2020-12-31 | $27,611 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $59,542 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $59,056 |
| Total plan assets at end of year | 2020-12-31 | $270,067 |
| Total plan assets at beginning of year | 2020-12-31 | $361,950 |
| Value of fidelity bond covering the plan | 2020-12-31 | $40,000 |
| Other income received | 2020-12-31 | $27,611 |
| Net income (gross income less expenses) | 2020-12-31 | $-31,931 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $270,067 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $361,950 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $486 |
| 2019 : EQUIVEST TSA 501C3 2019 401k financial data |
|---|
| Transfers to/from the plan | 2019-12-31 | $-16,325 |
| Total income from all sources | 2019-12-31 | $56,745 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $2,701 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $2,194 |
| Total plan assets at end of year | 2019-12-31 | $361,950 |
| Total plan assets at beginning of year | 2019-12-31 | $324,231 |
| Value of fidelity bond covering the plan | 2019-12-31 | $40,000 |
| Other income received | 2019-12-31 | $56,745 |
| Net income (gross income less expenses) | 2019-12-31 | $54,044 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $361,950 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $324,231 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $507 |
| 2018 : EQUIVEST TSA 501C3 2018 401k financial data |
|---|
| Total income from all sources | 2018-12-31 | $-7,296 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $20,416 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $19,795 |
| Total plan assets at end of year | 2018-12-31 | $324,231 |
| Total plan assets at beginning of year | 2018-12-31 | $351,943 |
| Value of fidelity bond covering the plan | 2018-12-31 | $40,000 |
| Other income received | 2018-12-31 | $-7,296 |
| Net income (gross income less expenses) | 2018-12-31 | $-27,712 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $324,231 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $351,943 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $621 |
| 2017 : EQUIVEST TSA 501C3 2017 401k financial data |
|---|
| Transfers to/from the plan | 2017-12-31 | $-36,680 |
| Total plan liabilities at beginning of year | 2017-12-31 | $1,574 |
| Total income from all sources | 2017-12-31 | $45,689 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $12,538 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $11,283 |
| Total plan assets at end of year | 2017-12-31 | $351,943 |
| Total plan assets at beginning of year | 2017-12-31 | $357,046 |
| Value of fidelity bond covering the plan | 2017-12-31 | $40,000 |
| Other income received | 2017-12-31 | $45,689 |
| Net income (gross income less expenses) | 2017-12-31 | $33,151 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $351,943 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $355,472 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $1,255 |
| 2016 : EQUIVEST TSA 501C3 2016 401k financial data |
|---|
| Total plan liabilities at end of year | 2016-12-31 | $1,574 |
| Total plan liabilities at beginning of year | 2016-12-31 | $8,727 |
| Total income from all sources | 2016-12-31 | $37,271 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $12,272 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $7,153 |
| Total plan assets at end of year | 2016-12-31 | $357,046 |
| Total plan assets at beginning of year | 2016-12-31 | $339,200 |
| Value of fidelity bond covering the plan | 2016-12-31 | $40,000 |
| Other income received | 2016-12-31 | $37,271 |
| Net income (gross income less expenses) | 2016-12-31 | $24,999 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $355,472 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $330,473 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $5,119 |
| 2015 : EQUIVEST TSA 501C3 2015 401k financial data |
|---|
| Transfers to/from the plan | 2015-12-31 | $-6,438 |
| Total plan liabilities at end of year | 2015-12-31 | $8,727 |
| Total plan liabilities at beginning of year | 2015-12-31 | $1,447 |
| Total income from all sources | 2015-12-31 | $1,392 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $16,457 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $8,727 |
| Total plan assets at end of year | 2015-12-31 | $339,200 |
| Total plan assets at beginning of year | 2015-12-31 | $353,423 |
| Value of fidelity bond covering the plan | 2015-12-31 | $40,000 |
| Other income received | 2015-12-31 | $1,392 |
| Net income (gross income less expenses) | 2015-12-31 | $-15,065 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $330,473 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $351,976 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $7,730 |
| 2014 : EQUIVEST TSA 501C3 2014 401k financial data |
|---|
| Total plan liabilities at end of year | 2014-12-31 | $1,447 |
| Total plan liabilities at beginning of year | 2014-12-31 | $1,241 |
| Total income from all sources | 2014-12-31 | $25,213 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $6,487 |
| Total plan assets at end of year | 2014-12-31 | $353,423 |
| Total plan assets at beginning of year | 2014-12-31 | $334,491 |
| Value of fidelity bond covering the plan | 2014-12-31 | $40,000 |
| Other income received | 2014-12-31 | $25,213 |
| Net income (gross income less expenses) | 2014-12-31 | $18,726 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $351,976 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $333,250 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $6,487 |
| 2013 : EQUIVEST TSA 501C3 2013 401k financial data |
|---|
| Transfers to/from the plan | 2013-12-31 | $-78,521 |
| Total plan liabilities at end of year | 2013-12-31 | $1,241 |
| Total income from all sources | 2013-12-31 | $59,090 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $5,087 |
| Total plan assets at end of year | 2013-12-31 | $334,491 |
| Total plan assets at beginning of year | 2013-12-31 | $357,768 |
| Value of fidelity bond covering the plan | 2013-12-31 | $40,000 |
| Other income received | 2013-12-31 | $59,090 |
| Net income (gross income less expenses) | 2013-12-31 | $54,003 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $333,250 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $357,768 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $5,087 |
| 2012 : EQUIVEST TSA 501C3 2012 401k financial data |
|---|
| Transfers to/from the plan | 2012-12-31 | $21,996 |
| Total income from all sources | 2012-12-31 | $45,060 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $6,282 |
| Total plan assets at end of year | 2012-12-31 | $357,768 |
| Total plan assets at beginning of year | 2012-12-31 | $340,986 |
| Value of fidelity bond covering the plan | 2012-12-31 | $40,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $4,477 |
| Other income received | 2012-12-31 | $39,389 |
| Net income (gross income less expenses) | 2012-12-31 | $38,778 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $357,768 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $340,986 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $1,194 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $6,282 |
| 2011 : EQUIVEST TSA 501C3 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $571 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $44,500 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $43,940 |
| Total plan assets at end of year | 2011-12-31 | $339,986 |
| Total plan assets at beginning of year | 2011-12-31 | $383,915 |
| Value of fidelity bond covering the plan | 2011-12-31 | $40,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $12,932 |
| Expenses. Other expenses not covered elsewhere | 2011-12-31 | $560 |
| Other income received | 2011-12-31 | $-12,361 |
| Net income (gross income less expenses) | 2011-12-31 | $-43,929 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $339,986 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $383,915 |
| Assets. Value of participant loans | 2011-12-31 | $1,628 |
| 2010 : EQUIVEST TSA 501C3 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $48,115 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $617 |
| Total plan assets at end of year | 2010-12-31 | $383,915 |
| Total plan assets at beginning of year | 2010-12-31 | $336,417 |
| Value of fidelity bond covering the plan | 2010-12-31 | $40,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $9,224 |
| Other income received | 2010-12-31 | $36,019 |
| Net income (gross income less expenses) | 2010-12-31 | $47,498 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $383,915 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $336,417 |
| Assets. Value of participant loans | 2010-12-31 | $3,684 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $2,872 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $617 |
| 2022: EQUIVEST TSA 501C3 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 – Trust | Yes |
| 2022-01-01 | Plan benefit arrangement - Trust | Yes |
| 2021: EQUIVEST TSA 501C3 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 – Trust | Yes |
| 2021-01-01 | Plan benefit arrangement - Trust | Yes |
| 2020: EQUIVEST TSA 501C3 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 – Trust | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
| 2019: EQUIVEST TSA 501C3 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 – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: EQUIVEST TSA 501C3 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 – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: EQUIVEST TSA 501C3 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 – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: EQUIVEST TSA 501C3 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 – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: EQUIVEST TSA 501C3 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 – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: EQUIVEST TSA 501C3 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 – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: EQUIVEST TSA 501C3 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 – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: EQUIVEST TSA 501C3 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 – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: EQUIVEST TSA 501C3 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 – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2010: EQUIVEST TSA 501C3 2010 form 5500 responses |
|---|
| 2010-01-01 | Type of plan entity | Single employer plan |
| 2010-01-01 | Submission has been amended | Yes |
| 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 – Trust | Yes |
| 2010-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: EQUIVEST TSA 501C3 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 – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
| AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 ) |
| Policy contract number | 711655 001 |
| Policy instance | 1 |
| Insurance contract or identification number | 711655 001 | | Number of Individuals Covered | 6 | | 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? | 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 |
|
| AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 ) |
| Policy contract number | 711655 001 |
| Policy instance | 1 |
| Insurance contract or identification number | 711655 001 | | Number of Individuals Covered | 7 | | 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? | 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 |
|
| AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 ) |
| Policy contract number | 711655 001 |
| Policy instance | 1 |
| Insurance contract or identification number | 711655 001 | | Number of Individuals Covered | 7 | | 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? | 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 |
|
| AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 ) |
| Policy contract number | 711655 001 |
| Policy instance | 1 |
| Insurance contract or identification number | 711655 001 | | Number of Individuals Covered | 10 | | 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? | 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 |
|
| AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 ) |
| Policy contract number | 711655 001 |
| Policy instance | 1 |
| Insurance contract or identification number | 711655 001 | | Number of Individuals Covered | 11 | | 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? | 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 |
|
| AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 ) |
| Policy contract number | 711655 001 |
| Policy instance | 1 |
| Insurance contract or identification number | 711655 001 | | Number of Individuals Covered | 12 | | 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? | 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 |
|
| AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 ) |
| Policy contract number | 711655 001 |
| Policy instance | 1 |
| Insurance contract or identification number | 711655 001 | | Number of Individuals Covered | 15 | | Insurance policy start date | 2015-01-01 | | Insurance policy end date | 2015-12-31 | | 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? | 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 |
|
| AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 ) |
| Policy contract number | 711655 001 |
| Policy instance | 1 |
| Insurance contract or identification number | 711655 001 | | Number of Individuals Covered | 17 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | 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? | 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 |
|
| AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 ) |
| Policy contract number | 711655 001 |
| Policy instance | 1 |
| Insurance contract or identification number | 711655 001 | | Number of Individuals Covered | 17 | | 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? | 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 |
|
| AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 ) |
| Policy contract number | 711655 001 |
| Policy instance | 1 |
| Insurance contract or identification number | 711655 001 | | Number of Individuals Covered | 20 | | 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 unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Commission paid to Insurance Broker | USD $114 | | Insurance broker name | T. MURPHY, CHFC, CLU |
|
