Logo

MACRON, INC. - PENSION TRANSFER TRUST PLAN 401k Plan overview

Plan NameMACRON, INC. - PENSION TRANSFER TRUST PLAN
Plan identification number 001

MACRON, INC. - PENSION TRANSFER TRUST PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

MACRON, INC. has sponsored the creation of one or more 401k plans.

Company Name:MACRON, INC.
Employer identification number (EIN):261149268
NAIC Classification:424300

Additional information about MACRON, INC.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 2002-07-26
Company Identification Number: P02000081062
Legal Registered Office Address: 911 CHESTNUT ST

CLEARWATER

33756

More information about MACRON, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MACRON, INC. - PENSION TRANSFER TRUST PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012018-01-01
0012017-01-01RONALD SMITH
0012016-01-01RONALD SMITH
0012015-01-01RONALD SMITH
0012014-01-01RONALD SMITH
0012013-01-01RONALD SMITH
0012012-01-01RONALD SMITH
0012011-01-01RONALD SMITH

Plan Statistics for MACRON, INC. - PENSION TRANSFER TRUST PLAN

401k plan membership statisitcs for MACRON, INC. - PENSION TRANSFER TRUST PLAN

Measure Date Value
2021: MACRON, INC. - PENSION TRANSFER TRUST PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011
Total number of active participants reported on line 7a of the Form 55002021-01-010
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-010
Number of participants with account balances2021-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: MACRON, INC. - PENSION TRANSFER TRUST PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-012
Total number of active participants reported on line 7a of the Form 55002020-01-011
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-011
Number of participants with account balances2020-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: MACRON, INC. - PENSION TRANSFER TRUST PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-012
Total number of active participants reported on line 7a of the Form 55002019-01-011
Number of retired or separated participants receiving benefits2019-01-011
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-012
Number of participants with account balances2019-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: MACRON, INC. - PENSION TRANSFER TRUST PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-013
Total number of active participants reported on line 7a of the Form 55002018-01-011
Number of retired or separated participants receiving benefits2018-01-011
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-012
Number of participants with account balances2018-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: MACRON, INC. - PENSION TRANSFER TRUST PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-013
Total number of active participants reported on line 7a of the Form 55002017-01-012
Number of retired or separated participants receiving benefits2017-01-011
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-013
Number of participants with account balances2017-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: MACRON, INC. - PENSION TRANSFER TRUST PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-013
Total number of active participants reported on line 7a of the Form 55002016-01-013
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-013
Number of participants with account balances2016-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: MACRON, INC. - PENSION TRANSFER TRUST PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-013
Total number of active participants reported on line 7a of the Form 55002015-01-013
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-013
Number of participants with account balances2015-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: MACRON, INC. - PENSION TRANSFER TRUST PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-013
Total number of active participants reported on line 7a of the Form 55002014-01-013
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-013
Number of participants with account balances2014-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: MACRON, INC. - PENSION TRANSFER TRUST PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-013
Total number of active participants reported on line 7a of the Form 55002013-01-013
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-013
Number of participants with account balances2013-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: MACRON, INC. - PENSION TRANSFER TRUST PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-013
Total number of active participants reported on line 7a of the Form 55002012-01-013
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-013
Number of participants with account balances2012-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: MACRON, INC. - PENSION TRANSFER TRUST PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-012
Total number of active participants reported on line 7a of the Form 55002011-01-013
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-013
Number of participants with account balances2011-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010

Financial Data on MACRON, INC. - PENSION TRANSFER TRUST PLAN

Measure Date Value
2021 : MACRON, INC. - PENSION TRANSFER TRUST PLAN 2021 401k financial data
Total income from all sources2021-12-31$3,435
Expenses. Total of all expenses incurred2021-12-31$164,455
Benefits paid (including direct rollovers)2021-12-31$164,439
Total plan assets at end of year2021-12-31$0
Total plan assets at beginning of year2021-12-31$161,020
Value of fidelity bond covering the plan2021-12-31$20,000
Other income received2021-12-31$3,435
Net income (gross income less expenses)2021-12-31$-161,020
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$161,020
Assets. Value of employer securities2021-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$16
2020 : MACRON, INC. - PENSION TRANSFER TRUST PLAN 2020 401k financial data
Total income from all sources2020-12-31$-6,033
Expenses. Total of all expenses incurred2020-12-31$2,715
Benefits paid (including direct rollovers)2020-12-31$2,702
Total plan assets at end of year2020-12-31$161,020
Total plan assets at beginning of year2020-12-31$169,768
Value of fidelity bond covering the plan2020-12-31$20,000
Other income received2020-12-31$-6,033
Net income (gross income less expenses)2020-12-31$-8,748
Net plan assets at end of year (total assets less liabilities)2020-12-31$161,020
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$169,768
Assets. Value of employer securities2020-12-31$142,855
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$13
2019 : MACRON, INC. - PENSION TRANSFER TRUST PLAN 2019 401k financial data
Total income from all sources2019-12-31$-4,237
Expenses. Total of all expenses incurred2019-12-31$13
Total plan assets at end of year2019-12-31$169,768
Total plan assets at beginning of year2019-12-31$174,018
Value of fidelity bond covering the plan2019-12-31$20,000
Contributions received from other sources (not participants or employers)2019-12-31$-4,237
Net income (gross income less expenses)2019-12-31$-4,250
Net plan assets at end of year (total assets less liabilities)2019-12-31$169,768
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$174,018
Assets. Value of employer securities2019-12-31$150,312
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$13
2018 : MACRON, INC. - PENSION TRANSFER TRUST PLAN 2018 401k financial data
Total income from all sources2018-12-31$-42,012
Expenses. Total of all expenses incurred2018-12-31$13
Total plan assets at end of year2018-12-31$173,154
Total plan assets at beginning of year2018-12-31$215,179
Value of fidelity bond covering the plan2018-12-31$20,000
Other income received2018-12-31$-42,012
Net income (gross income less expenses)2018-12-31$-42,025
Net plan assets at end of year (total assets less liabilities)2018-12-31$173,154
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$215,179
Assets. Value of employer securities2018-12-31$158,530
Total contributions received or receivable from employer(s)2018-12-31$864
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$13
2017 : MACRON, INC. - PENSION TRANSFER TRUST PLAN 2017 401k financial data
Total income from all sources2017-12-31$33,676
Expenses. Total of all expenses incurred2017-12-31$3,870
Benefits paid (including direct rollovers)2017-12-31$3,857
Total plan assets at end of year2017-12-31$215,179
Total plan assets at beginning of year2017-12-31$185,373
Value of fidelity bond covering the plan2017-12-31$20,000
Other income received2017-12-31$33,676
Net income (gross income less expenses)2017-12-31$29,806
Net plan assets at end of year (total assets less liabilities)2017-12-31$215,179
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$185,373
Assets. Value of employer securities2017-12-31$199,000
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$13
2016 : MACRON, INC. - PENSION TRANSFER TRUST PLAN 2016 401k financial data
Total income from all sources2016-12-31$-10,528
Expenses. Total of all expenses incurred2016-12-31$12
Total plan assets at end of year2016-12-31$185,373
Total plan assets at beginning of year2016-12-31$195,913
Value of fidelity bond covering the plan2016-12-31$20,000
Other income received2016-12-31$-11,658
Net income (gross income less expenses)2016-12-31$-10,540
Net plan assets at end of year (total assets less liabilities)2016-12-31$185,373
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$195,913
Assets. Value of employer securities2016-12-31$167,880
Total contributions received or receivable from employer(s)2016-12-31$1,130
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$12
2015 : MACRON, INC. - PENSION TRANSFER TRUST PLAN 2015 401k financial data
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$19,801
Expenses. Total of all expenses incurred2015-12-31$11
Total plan assets at end of year2015-12-31$195,913
Total plan assets at beginning of year2015-12-31$176,123
Value of fidelity bond covering the plan2015-12-31$20,000
Other income received2015-12-31$19,801
Net income (gross income less expenses)2015-12-31$19,790
Net plan assets at end of year (total assets less liabilities)2015-12-31$195,913
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$176,123
Assets. Value of employer securities2015-12-31$180,827
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$11
2014 : MACRON, INC. - PENSION TRANSFER TRUST PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$-13,779
Expenses. Total of all expenses incurred2014-12-31$21
Benefits paid (including direct rollovers)2014-12-31$0
Total plan assets at end of year2014-12-31$176,123
Total plan assets at beginning of year2014-12-31$189,923
Value of fidelity bond covering the plan2014-12-31$20,000
Expenses. Other expenses not covered elsewhere2014-12-31$0
Other income received2014-12-31$-15,461
Net income (gross income less expenses)2014-12-31$-13,800
Net plan assets at end of year (total assets less liabilities)2014-12-31$176,123
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$189,923
Assets. Value of employer securities2014-12-31$160,686
Total contributions received or receivable from employer(s)2014-12-31$1,682
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$21
2013 : MACRON, INC. - PENSION TRANSFER TRUST PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$12,804
Expenses. Total of all expenses incurred2013-12-31$68
Benefits paid (including direct rollovers)2013-12-31$0
Total plan assets at end of year2013-12-31$189,923
Total plan assets at beginning of year2013-12-31$177,187
Value of fidelity bond covering the plan2013-12-31$20,000
Total contributions received or receivable from participants2013-12-31$0
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$11,105
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$12,736
Net plan assets at end of year (total assets less liabilities)2013-12-31$189,923
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$177,187
Assets. Value of employer securities2013-12-31$176,194
Total contributions received or receivable from employer(s)2013-12-31$1,699
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$68
2012 : MACRON, INC. - PENSION TRANSFER TRUST PLAN 2012 401k financial data
Total income from all sources2012-12-31$3,802
Expenses. Total of all expenses incurred2012-12-31$73
Total plan assets at end of year2012-12-31$177,187
Total plan assets at beginning of year2012-12-31$173,458
Value of fidelity bond covering the plan2012-12-31$1,000,000
Expenses. Other expenses not covered elsewhere2012-12-31$73
Other income received2012-12-31$3,802
Net income (gross income less expenses)2012-12-31$3,729
Net plan assets at end of year (total assets less liabilities)2012-12-31$177,187
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$173,458
Assets. Value of employer securities2012-12-31$165,262
2011 : MACRON, INC. - PENSION TRANSFER TRUST PLAN 2011 401k financial data
Total income from all sources2011-12-31$24,359
Expenses. Total of all expenses incurred2011-12-31$54
Total plan assets at end of year2011-12-31$173,458
Total plan assets at beginning of year2011-12-31$149,153
Value of fidelity bond covering the plan2011-12-31$1,000,000
Other income received2011-12-31$21,134
Net income (gross income less expenses)2011-12-31$24,305
Net plan assets at end of year (total assets less liabilities)2011-12-31$173,458
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$149,153
Assets. Value of employer securities2011-12-31$161,649
Total contributions received or receivable from employer(s)2011-12-31$3,225
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$54

Form 5500 Responses for MACRON, INC. - PENSION TRANSFER TRUST PLAN

2021: MACRON, INC. - PENSION TRANSFER TRUST PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01This submission is the final filingYes
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: MACRON, INC. - PENSION TRANSFER TRUST PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: MACRON, INC. - PENSION TRANSFER TRUST PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: MACRON, INC. - PENSION TRANSFER TRUST PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedYes
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: MACRON, INC. - PENSION TRANSFER TRUST PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: MACRON, INC. - PENSION TRANSFER TRUST PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: MACRON, INC. - PENSION TRANSFER TRUST PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: MACRON, INC. - PENSION TRANSFER TRUST PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: MACRON, INC. - PENSION TRANSFER TRUST PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: MACRON, INC. - PENSION TRANSFER TRUST PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: MACRON, INC. - PENSION TRANSFER TRUST PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01First time form 5500 has been submittedYes
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number1260073-01
Policy instance 1
Insurance contract or identification number1260073-01
Number of Individuals Covered288
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number1260073-01
Policy instance 1
Insurance contract or identification number1260073-01
Number of Individuals Covered257
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $83
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $83
Insurance broker organization code?3
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number1260073-01
Policy instance 1
Insurance contract or identification number1260073-01
Number of Individuals Covered254
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $786
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $786
Insurance broker organization code?3
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number1260073-01
Policy instance 1
Insurance contract or identification number1260073-01
Number of Individuals Covered236
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $556
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $556
Insurance broker organization code?3
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number1260073-01
Policy instance 1
Insurance contract or identification number1260073-01
Number of Individuals Covered229
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $369
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $369
Insurance broker organization code?3
Insurance broker nameMERRILL LYNCH LIFE AGENCY, INC.
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number1260073-01
Policy instance 1
Insurance contract or identification number1260073-01
Number of Individuals Covered235
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $420
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $420
Insurance broker organization code?3
Insurance broker nameMERRILL LYNCH LIFE AGENCY, INC.
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number300169-000
Policy instance 1
Insurance contract or identification number300169-000
Number of Individuals Covered0
Insurance policy start date2014-01-01
Insurance policy end date2014-06-26
Total amount of commissions paid to insurance brokerUSD $8,100
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $8,100
Additional information about fees paid to insurance brokerINSURANCE AGENT
Insurance broker organization code?3
Insurance broker nameMERRILL LYNCH LIFE AGENCY, INC.
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number1260073-01
Policy instance 2
Insurance contract or identification number1260073-01
Number of Individuals Covered274
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $75
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $75
Additional information about fees paid to insurance brokerINSURANCE AGENT
Insurance broker organization code?3
Insurance broker nameMERRILL LYNCH LIFE AGENCY, INC.

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1