WAYPOINT MONTESSORI has sponsored the creation of one or more 401k plans.
| Measure | Date | Value |
|---|
| 2021: WAYPOINT MONTESSORI 403B PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-01-01 | 24 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 0 |
| Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 0 |
| Total of all active and inactive participants | 2021-01-01 | 0 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
| Total participants | 2021-01-01 | 0 |
| Number of participants with account balances | 2021-01-01 | 0 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
| 2020: WAYPOINT MONTESSORI 403B PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-01-01 | 60 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 21 |
| Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 0 |
| Total of all active and inactive participants | 2020-01-01 | 21 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
| Total participants | 2020-01-01 | 21 |
| Number of participants with account balances | 2020-01-01 | 21 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
| 2019: WAYPOINT MONTESSORI 403B PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 52 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 60 |
| Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 0 |
| Total of all active and inactive participants | 2019-01-01 | 60 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
| Total participants | 2019-01-01 | 60 |
| Number of participants with account balances | 2019-01-01 | 43 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
| 2018: WAYPOINT MONTESSORI 403B PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 60 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 20 |
| Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 40 |
| Total of all active and inactive participants | 2018-01-01 | 60 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
| Total participants | 2018-01-01 | 60 |
| Number of participants with account balances | 2018-01-01 | 60 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
| 2017: WAYPOINT MONTESSORI 403B PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 45 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 44 |
| Number of retired or separated participants receiving benefits | 2017-01-01 | 25 |
| Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 0 |
| Total of all active and inactive participants | 2017-01-01 | 69 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
| Total participants | 2017-01-01 | 69 |
| Number of participants with account balances | 2017-01-01 | 44 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
| 2016: WAYPOINT MONTESSORI 403B PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 50 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 25 |
| Number of retired or separated participants receiving benefits | 2016-01-01 | 5 |
| Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 23 |
| Total of all active and inactive participants | 2016-01-01 | 53 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
| Total participants | 2016-01-01 | 53 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
| 2015: WAYPOINT MONTESSORI 403B PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 48 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 25 |
| Number of retired or separated participants receiving benefits | 2015-01-01 | 3 |
| Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 25 |
| Total of all active and inactive participants | 2015-01-01 | 53 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
| Total participants | 2015-01-01 | 53 |
| Number of participants with account balances | 2015-01-01 | 50 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
| 2014: WAYPOINT MONTESSORI 403B PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 47 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 27 |
| Number of retired or separated participants receiving benefits | 2014-01-01 | 5 |
| Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 20 |
| Total of all active and inactive participants | 2014-01-01 | 52 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
| Total participants | 2014-01-01 | 52 |
| Number of participants with account balances | 2014-01-01 | 47 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
| 2013: WAYPOINT MONTESSORI 403B PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 56 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 24 |
| Number of retired or separated participants receiving benefits | 2013-01-01 | 11 |
| Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 24 |
| Total of all active and inactive participants | 2013-01-01 | 59 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
| Total participants | 2013-01-01 | 59 |
| Number of participants with account balances | 2013-01-01 | 48 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
| 2012: WAYPOINT MONTESSORI 403B PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 54 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 29 |
| Number of retired or separated participants receiving benefits | 2012-01-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 27 |
| Total of all active and inactive participants | 2012-01-01 | 57 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
| Total participants | 2012-01-01 | 57 |
| Number of participants with account balances | 2012-01-01 | 56 |
| 2011: WAYPOINT MONTESSORI 403B PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 52 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 27 |
| 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 | 27 |
| Total of all active and inactive participants | 2011-01-01 | 54 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
| Total participants | 2011-01-01 | 54 |
| Number of participants with account balances | 2011-01-01 | 54 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
| 2010: WAYPOINT MONTESSORI 403B PLAN 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-01-01 | 35 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 27 |
| Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 25 |
| Total of all active and inactive participants | 2010-01-01 | 52 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 1 |
| Total participants | 2010-01-01 | 53 |
| Number of participants with account balances | 2010-01-01 | 52 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 0 |
| 2009: WAYPOINT MONTESSORI 403B PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 34 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 29 |
| 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 | 6 |
| Total of all active and inactive participants | 2009-01-01 | 35 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
| Total participants | 2009-01-01 | 35 |
| Number of participants with account balances | 2009-01-01 | 35 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2021 : WAYPOINT MONTESSORI 403B PLAN 2021 401k financial data |
|---|
| Total income from all sources | 2021-12-31 | $0 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $134,489 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $134,489 |
| Total plan assets at end of year | 2021-12-31 | $0 |
| Total plan assets at beginning of year | 2021-12-31 | $134,489 |
| Value of fidelity bond covering the plan | 2021-12-31 | $500,000 |
| Net income (gross income less expenses) | 2021-12-31 | $-134,489 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $134,489 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
| 2020 : WAYPOINT MONTESSORI 403B PLAN 2020 401k financial data |
|---|
| Total income from all sources | 2020-12-31 | $-15,788 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $1,238,432 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $1,238,432 |
| Total plan assets at end of year | 2020-12-31 | $134,489 |
| Total plan assets at beginning of year | 2020-12-31 | $1,388,709 |
| Value of fidelity bond covering the plan | 2020-12-31 | $500,000 |
| Other income received | 2020-12-31 | $-15,788 |
| Net income (gross income less expenses) | 2020-12-31 | $-1,254,220 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $134,489 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $1,388,709 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
| 2019 : WAYPOINT MONTESSORI 403B PLAN 2019 401k financial data |
|---|
| Total income from all sources | 2019-12-31 | $320,508 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $63,028 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $62,588 |
| Total plan assets at end of year | 2019-12-31 | $1,388,709 |
| Total plan assets at beginning of year | 2019-12-31 | $1,131,229 |
| Value of fidelity bond covering the plan | 2019-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2019-12-31 | $68,463 |
| Other income received | 2019-12-31 | $232,545 |
| Net income (gross income less expenses) | 2019-12-31 | $257,480 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $1,388,709 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $1,131,229 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $19,500 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $440 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
| 2018 : WAYPOINT MONTESSORI 403B PLAN 2018 401k financial data |
|---|
| Total income from all sources | 2018-12-31 | $63,420 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $69,122 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $68,562 |
| Total plan assets at end of year | 2018-12-31 | $1,131,229 |
| Total plan assets at beginning of year | 2018-12-31 | $1,136,931 |
| Value of fidelity bond covering the plan | 2018-12-31 | $125,000 |
| Total contributions received or receivable from participants | 2018-12-31 | $53,933 |
| Expenses. Other expenses not covered elsewhere | 2018-12-31 | $560 |
| Other income received | 2018-12-31 | $-1,713 |
| Net income (gross income less expenses) | 2018-12-31 | $-5,702 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $1,131,229 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $1,136,931 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $11,200 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
| 2017 : WAYPOINT MONTESSORI 403B PLAN 2017 401k financial data |
|---|
| Total income from all sources | 2017-12-31 | $253,962 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $33,534 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $33,094 |
| Total plan assets at end of year | 2017-12-31 | $1,136,931 |
| Total plan assets at beginning of year | 2017-12-31 | $916,503 |
| Value of fidelity bond covering the plan | 2017-12-31 | $125,000 |
| Total contributions received or receivable from participants | 2017-12-31 | $34,007 |
| Expenses. Other expenses not covered elsewhere | 2017-12-31 | $440 |
| Other income received | 2017-12-31 | $205,860 |
| Net income (gross income less expenses) | 2017-12-31 | $220,428 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $1,136,931 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $916,503 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $14,095 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
| 2016 : WAYPOINT MONTESSORI 403B PLAN 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $114,897 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $38,033 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $37,533 |
| Total plan assets at end of year | 2016-12-31 | $916,503 |
| Total plan assets at beginning of year | 2016-12-31 | $839,639 |
| Value of fidelity bond covering the plan | 2016-12-31 | $125,000 |
| Total contributions received or receivable from participants | 2016-12-31 | $43,579 |
| Expenses. Other expenses not covered elsewhere | 2016-12-31 | $500 |
| Other income received | 2016-12-31 | $58,918 |
| Net income (gross income less expenses) | 2016-12-31 | $76,864 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $916,503 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $839,639 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $12,400 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
| 2015 : WAYPOINT MONTESSORI 403B PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $81,882 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $15,169 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $14,659 |
| Total plan assets at end of year | 2015-12-31 | $839,639 |
| Total plan assets at beginning of year | 2015-12-31 | $772,926 |
| Value of fidelity bond covering the plan | 2015-12-31 | $125,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $49,312 |
| Other income received | 2015-12-31 | $19,320 |
| Net income (gross income less expenses) | 2015-12-31 | $66,713 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $839,639 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $772,926 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $13,250 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $510 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
| 2014 : WAYPOINT MONTESSORI 403B PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $103,482 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $30,552 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $30,102 |
| Total plan assets at end of year | 2014-12-31 | $772,926 |
| Total plan assets at beginning of year | 2014-12-31 | $699,996 |
| Value of fidelity bond covering the plan | 2014-12-31 | $50,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $40,380 |
| Other income received | 2014-12-31 | $49,102 |
| Net income (gross income less expenses) | 2014-12-31 | $72,930 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $772,926 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $699,996 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $14,000 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $450 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
| 2013 : WAYPOINT MONTESSORI 403B PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $208,973 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $142,958 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $142,498 |
| Total plan assets at end of year | 2013-12-31 | $699,996 |
| Total plan assets at beginning of year | 2013-12-31 | $633,981 |
| Value of fidelity bond covering the plan | 2013-12-31 | $50,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $46,074 |
| Other income received | 2013-12-31 | $148,449 |
| Net income (gross income less expenses) | 2013-12-31 | $66,015 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $699,996 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $633,981 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $14,450 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $460 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
| 2012 : WAYPOINT MONTESSORI 403B PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $154,840 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $22,430 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $22,430 |
| Total plan assets at end of year | 2012-12-31 | $633,981 |
| Total plan assets at beginning of year | 2012-12-31 | $501,571 |
| Value of fidelity bond covering the plan | 2012-12-31 | $50,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $52,511 |
| Other income received | 2012-12-31 | $86,429 |
| Net income (gross income less expenses) | 2012-12-31 | $132,410 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $633,981 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $501,571 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $15,900 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $510 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
| 2011 : WAYPOINT MONTESSORI 403B PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $41,916 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $5,233 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $5,233 |
| Total plan assets at end of year | 2011-12-31 | $446,428 |
| Total plan assets at beginning of year | 2011-12-31 | $409,745 |
| Value of fidelity bond covering the plan | 2011-12-31 | $50,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $51,110 |
| Other income received | 2011-12-31 | $-24,294 |
| Net income (gross income less expenses) | 2011-12-31 | $36,683 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $446,428 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $409,745 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $15,100 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $480 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
| 2010 : WAYPOINT MONTESSORI 403B PLAN 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $90,388 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $2,921 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $2,921 |
| Total plan assets at end of year | 2010-12-31 | $409,745 |
| Total plan assets at beginning of year | 2010-12-31 | $322,278 |
| Total contributions received or receivable from participants | 2010-12-31 | $31,448 |
| Other income received | 2010-12-31 | $42,890 |
| Net income (gross income less expenses) | 2010-12-31 | $87,467 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $409,745 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $322,278 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $16,050 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $510 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
| 2009 : WAYPOINT MONTESSORI 403B PLAN 2009 401k financial data |
|---|
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
| 2021: WAYPOINT MONTESSORI 403B PLAN 2021 form 5500 responses |
|---|
| 2021-01-01 | Type of plan entity | Single employer plan |
| 2021-01-01 | Submission has been amended | No |
| 2021-01-01 | This submission is the final filing | Yes |
| 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: WAYPOINT MONTESSORI 403B PLAN 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | Submission has been amended | No |
| 2020-01-01 | This submission is the final filing | No |
| 2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-01-01 | Plan is a collectively bargained plan | No |
| 2020-01-01 | Plan funding arrangement – Trust | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
| 2019: WAYPOINT MONTESSORI 403B PLAN 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Submission has been amended | No |
| 2019-01-01 | This submission is the final filing | No |
| 2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-01-01 | Plan is a collectively bargained plan | No |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: WAYPOINT MONTESSORI 403B PLAN 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Submission has been amended | No |
| 2018-01-01 | This submission is the final filing | No |
| 2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-01-01 | Plan is a collectively bargained plan | No |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: WAYPOINT MONTESSORI 403B PLAN 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Submission has been amended | No |
| 2017-01-01 | This submission is the final filing | No |
| 2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-01-01 | Plan is a collectively bargained plan | No |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: WAYPOINT MONTESSORI 403B PLAN 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Submission has been amended | No |
| 2016-01-01 | This submission is the final filing | No |
| 2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-01-01 | Plan is a collectively bargained plan | No |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: WAYPOINT MONTESSORI 403B PLAN 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Submission has been amended | No |
| 2015-01-01 | This submission is the final filing | No |
| 2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-01-01 | Plan is a collectively bargained plan | No |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: WAYPOINT MONTESSORI 403B PLAN 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Submission has been amended | No |
| 2014-01-01 | This submission is the final filing | No |
| 2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-01-01 | Plan is a collectively bargained plan | No |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: WAYPOINT MONTESSORI 403B PLAN 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Submission has been amended | No |
| 2013-01-01 | This submission is the final filing | No |
| 2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-01-01 | Plan is a collectively bargained plan | No |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: WAYPOINT MONTESSORI 403B PLAN 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Submission has been amended | No |
| 2012-01-01 | This submission is the final filing | No |
| 2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-01-01 | Plan is a collectively bargained plan | No |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: WAYPOINT MONTESSORI 403B PLAN 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Submission has been amended | Yes |
| 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: WAYPOINT MONTESSORI 403B PLAN 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: WAYPOINT MONTESSORI 403B PLAN 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | Yes |
| 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 |
| INVESCO (National Association of Insurance Commissioners NAIC id number: 00000 ) |
| Policy contract number | 15333 |
| Policy instance | 3 |
| Insurance contract or identification number | 15333 | | Number of Individuals Covered | 0 | | Insurance policy start date | 2021-01-01 | | Insurance policy end date | 2021-12-31 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | 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 |
|
| GREAT AMERICAN (National Association of Insurance Commissioners NAIC id number: 63312 ) |
| Policy contract number | 0MM209 |
| Policy instance | 2 |
| Insurance contract or identification number | 0MM209 | | Number of Individuals Covered | 0 | | Insurance policy start date | 2021-01-01 | | Insurance policy end date | 2021-12-31 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | 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 |
|
| LIFE INSURANCE COMPANY OF THE SOUTHWEST (National Association of Insurance Commissioners NAIC id number: 65528 ) |
| Policy contract number | 001 |
| Policy instance | 1 |
| Insurance contract or identification number | 001 | | Number of Individuals Covered | 0 | | Insurance policy start date | 2021-01-01 | | Insurance policy end date | 2021-12-31 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | 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 |
|
| INVESCO (National Association of Insurance Commissioners NAIC id number: 00000 ) |
| Policy contract number | 15333 |
| Policy instance | 3 |
| Insurance contract or identification number | 15333 | | Number of Individuals Covered | 0 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2020-12-31 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | 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? | Yes |
|
| GREAT AMERICAN (National Association of Insurance Commissioners NAIC id number: 63312 ) |
| Policy contract number | 0MM209 |
| Policy instance | 2 |
| Insurance contract or identification number | 0MM209 | | Number of Individuals Covered | 4 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2020-12-31 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | 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 |
|
| LIFE INSURANCE COMPANY OF THE SOUTHWEST (National Association of Insurance Commissioners NAIC id number: 65528 ) |
| Policy contract number | 001 |
| Policy instance | 1 |
| Insurance contract or identification number | 001 | | Number of Individuals Covered | 4 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2020-12-31 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | 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 |
|
| LIFE INSURANCE COMPANY OF THE SOUTHWEST (National Association of Insurance Commissioners NAIC id number: 65528 ) |
| Policy contract number | 001 |
| Policy instance | 1 |
| Insurance contract or identification number | 001 | | Number of Individuals Covered | 4 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | 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 |
|
| GREAT AMERICAN (National Association of Insurance Commissioners NAIC id number: 63312 ) |
| Policy contract number | 0MM209 |
| Policy instance | 2 |
| Insurance contract or identification number | 0MM209 | | Number of Individuals Covered | 5 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | 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 |
|
| INVESCO (National Association of Insurance Commissioners NAIC id number: 00000 ) |
| Policy contract number | 15333 |
| Policy instance | 3 |
| Insurance contract or identification number | 15333 | | Number of Individuals Covered | 6 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | 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 |
|
| INVESCO (National Association of Insurance Commissioners NAIC id number: 00000 ) |
| Policy contract number | 15333 |
| Policy instance | 3 |
| Insurance contract or identification number | 15333 | | Number of Individuals Covered | 8 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | 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 |
|
| GREAT AMERICAN (National Association of Insurance Commissioners NAIC id number: 63312 ) |
| Policy contract number | 0MM209 |
| Policy instance | 2 |
| Insurance contract or identification number | 0MM209 | | Number of Individuals Covered | 5 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | 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 |
|
| LIFE INSURANCE COMPANY OF THE SOUTHWEST (National Association of Insurance Commissioners NAIC id number: 65528 ) |
| Policy contract number | 001 |
| Policy instance | 1 |
| Insurance contract or identification number | 001 | | Number of Individuals Covered | 4 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | 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 |
|
| GREAT AMERICAN (National Association of Insurance Commissioners NAIC id number: 63312 ) |
| Policy contract number | 0MM209 |
| Policy instance | 2 |
| Insurance contract or identification number | 0MM209 | | Number of Individuals Covered | 5 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | 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 |
|
| LIFE INSURANCE COMPANY OF THE SOUTHWEST (National Association of Insurance Commissioners NAIC id number: 65528 ) |
| Policy contract number | 001 |
| Policy instance | 1 |
| Insurance contract or identification number | 001 | | Number of Individuals Covered | 4 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | 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 |
|
