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EAST EL PASO PHYSICIANS MEDICAL CENTER 401(K) PLAN 401k Plan overview

Plan NameEAST EL PASO PHYSICIANS MEDICAL CENTER 401(K) PLAN
Plan identification number 002

EAST EL PASO PHYSICIANS MEDICAL CENTER 401(K) 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.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

EAST EL PASO PHYSICIANS MEDICAL CENTER, LLC has sponsored the creation of one or more 401k plans.

Company Name:EAST EL PASO PHYSICIANS MEDICAL CENTER, LLC
Employer identification number (EIN):261569702
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EAST EL PASO PHYSICIANS MEDICAL CENTER 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022020-01-01
0022019-01-01
0022018-01-01
0022017-03-02JACOB HOLZKNECHT

Plan Statistics for EAST EL PASO PHYSICIANS MEDICAL CENTER 401(K) PLAN

401k plan membership statisitcs for EAST EL PASO PHYSICIANS MEDICAL CENTER 401(K) PLAN

Measure Date Value
2020: EAST EL PASO PHYSICIANS MEDICAL CENTER 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01276
Total number of active participants reported on line 7a of the Form 55002020-01-010
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 participants2020-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-010
Number of participants with account balances2020-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: EAST EL PASO PHYSICIANS MEDICAL CENTER 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01288
Total number of active participants reported on line 7a of the Form 55002019-01-01161
Number of retired or separated participants receiving benefits2019-01-01111
Number of other retired or separated participants entitled to future benefits2019-01-014
Total of all active and inactive participants2019-01-01276
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01276
Number of participants with account balances2019-01-01271
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: EAST EL PASO PHYSICIANS MEDICAL CENTER 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01282
Total number of active participants reported on line 7a of the Form 55002018-01-01209
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0174
Total of all active and inactive participants2018-01-01283
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01283
Number of participants with account balances2018-01-01280
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0132
2017: EAST EL PASO PHYSICIANS MEDICAL CENTER 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-03-02282
Total number of active participants reported on line 7a of the Form 55002017-03-02208
Number of retired or separated participants receiving benefits2017-03-020
Number of other retired or separated participants entitled to future benefits2017-03-0270
Total of all active and inactive participants2017-03-02278
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-03-020
Total participants2017-03-02278
Number of participants with account balances2017-03-02276
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-03-0262

Financial Data on EAST EL PASO PHYSICIANS MEDICAL CENTER 401(K) PLAN

Measure Date Value
2020 : EAST EL PASO PHYSICIANS MEDICAL CENTER 401(K) PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-06-30$-242,220
Total of all expenses incurred2020-06-30$2,763,132
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$2,579,466
Expenses. Certain deemed distributions of participant loans2020-06-30$124,608
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$866
Value of total assets at end of year2020-06-30$0
Value of total assets at beginning of year2020-06-30$3,005,352
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$59,058
Total interest from all sources2020-06-30$2,587
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$4,671
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2020-06-30$0
Total dividends received from registered investment company shares (eg mutual funds)2020-06-30$4,671
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$1,000,000
If this is an individual account plan, was there a blackout period2020-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-06-30$0
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Contributions received from participants2020-06-30$0
Participant contributions at end of year2020-06-30$0
Participant contributions at beginning of year2020-06-30$118,442
Participant contributions at end of year2020-06-30$0
Participant contributions at beginning of year2020-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2020-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-06-30$0
Administrative expenses (other) incurred2020-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$-3,005,352
Value of net assets at end of year (total assets less liabilities)2020-06-30$0
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$3,005,352
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-06-30$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-06-30$2,864,296
Interest on participant loans2020-06-30$2,587
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-06-30$22,614
Expenses. Payments to insurance carriers foe the provision of benefits2020-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-06-30$-250,344
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30No
Was there a failure to transmit to the plan any participant contributions2020-06-30No
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Contributions received in cash from employer2020-06-30$866
Employer contributions (assets) at end of year2020-06-30$0
Employer contributions (assets) at beginning of year2020-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$2,579,466
Contract administrator fees2020-06-30$59,058
Did the plan have assets held for investment2020-06-30No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30Yes
Opinion of an independent qualified public accountant for this plan2020-06-30Disclaimer
Accountancy firm name2020-06-30SBNG, PC
Accountancy firm EIN2020-06-30261483953
2019 : EAST EL PASO PHYSICIANS MEDICAL CENTER 401(K) PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$1,044,495
Total of all expenses incurred2019-12-31$982,779
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$903,357
Expenses. Certain deemed distributions of participant loans2019-12-31$19,567
Value of total corrective distributions2019-12-31$5,074
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$386,970
Value of total assets at end of year2019-12-31$3,005,352
Value of total assets at beginning of year2019-12-31$2,943,636
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$54,781
Total interest from all sources2019-12-31$9,471
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$136,828
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2019-12-31$0
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$136,828
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$268,397
Participant contributions at end of year2019-12-31$118,442
Participant contributions at beginning of year2019-12-31$170,047
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$8,157
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Administrative expenses (other) incurred2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$61,716
Value of net assets at end of year (total assets less liabilities)2019-12-31$3,005,352
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$2,943,636
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$2,864,296
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$2,754,550
Interest on participant loans2019-12-31$9,471
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$22,614
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$19,039
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$511,226
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$110,416
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$903,357
Contract administrator fees2019-12-31$54,781
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
2018 : EAST EL PASO PHYSICIANS MEDICAL CENTER 401(K) PLAN 2018 401k financial data
Expenses. Interest paid2018-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022018-12-31$0
Total income from all sources (including contributions)2018-12-31$405,134
Total of all expenses incurred2018-12-31$297,778
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$197,142
Expenses. Certain deemed distributions of participant loans2018-12-31$50,259
Value of total corrective distributions2018-12-31$6,783
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$550,753
Value of total assets at end of year2018-12-31$2,943,636
Value of total assets at beginning of year2018-12-31$2,836,280
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$43,594
Total interest from all sources2018-12-31$11,353
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$145,178
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$145,178
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$277,416
Participant contributions at end of year2018-12-31$170,047
Participant contributions at beginning of year2018-12-31$173,214
Participant contributions at beginning of year2018-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$153,278
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$107,356
Value of net assets at end of year (total assets less liabilities)2018-12-31$2,943,636
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$2,836,280
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$43,594
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$2,754,550
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$2,648,448
Interest on participant loans2018-12-31$11,353
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$19,039
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$14,618
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-302,150
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$120,059
Employer contributions (assets) at beginning of year2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$197,142
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31SBNG, PC
Accountancy firm EIN2018-12-31261483953
2017 : EAST EL PASO PHYSICIANS MEDICAL CENTER 401(K) PLAN 2017 401k financial data
Total transfer of assets to this plan2017-12-31$2,563,375
Total income from all sources (including contributions)2017-12-31$730,641
Total of all expenses incurred2017-12-31$457,736
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$405,102
Expenses. Certain deemed distributions of participant loans2017-12-31$1,375
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$431,533
Value of total assets at end of year2017-12-31$2,836,280
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$51,259
Total interest from all sources2017-12-31$82,668
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$0
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$270,617
Participant contributions at end of year2017-12-31$173,214
Participant contributions at end of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$42,276
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$272,905
Value of net assets at end of year (total assets less liabilities)2017-12-31$2,836,280
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$2,648,448
Interest on participant loans2017-12-31$4,865
Interest earned on other investments2017-12-31$77,803
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$14,618
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$216,440
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$118,640
Employer contributions (assets) at end of year2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$405,102
Contract administrator fees2017-12-31$51,259
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31SBNG, PC
Accountancy firm EIN2017-12-31261483953

Form 5500 Responses for EAST EL PASO PHYSICIANS MEDICAL CENTER 401(K) PLAN

2020: EAST EL PASO PHYSICIANS MEDICAL CENTER 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01This submission is the final filingYes
2020-01-01This return/report is a short plan year return/report (less than 12 months)Yes
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: EAST EL PASO PHYSICIANS MEDICAL CENTER 401(K) 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: EAST EL PASO PHYSICIANS MEDICAL CENTER 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
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: EAST EL PASO PHYSICIANS MEDICAL CENTER 401(K) PLAN 2017 form 5500 responses
2017-03-02Type of plan entitySingle employer plan
2017-03-02First time form 5500 has been submittedYes
2017-03-02This return/report is a short plan year return/report (less than 12 months)Yes
2017-03-02Plan funding arrangement – InsuranceYes
2017-03-02Plan funding arrangement – TrustYes
2017-03-02Plan benefit arrangement – InsuranceYes
2017-03-02Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number843869
Policy instance 1
Insurance contract or identification number843869
Number of Individuals Covered0
Insurance policy start date2020-01-01
Insurance policy end date2020-06-30
Total amount of fees paid to insurance companyUSD $3,796
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees1617
Insurance broker organization code?3
Additional information about fees paid to insurance brokerTPA FEES
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number373166-01
Policy instance 1
Insurance contract or identification number373166-01
Number of Individuals Covered0
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $7
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3
Insurance broker organization code?3
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number843869
Policy instance 2
Insurance contract or identification number843869
Number of Individuals Covered271
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $4,789
Total amount of fees paid to insurance companyUSD $8,327
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees8327
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker organization code?5
Commission paid to Insurance BrokerUSD $2,073
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number373166-01
Policy instance 1
Insurance contract or identification number373166-01
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $27
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $9
Insurance broker organization code?3
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number373166-01
Policy instance 1
Insurance contract or identification number373166-01
Number of Individuals Covered4
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $21
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 $7
Additional information about fees paid to insurance brokerINVESTMENT ADVISORY SERVICES
Insurance broker organization code?3
Insurance broker nameBOBBY PARKS

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