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WORLDWIDE STRATEGIC CINSULTING, INC. PROFIT SHARING PLAN 401k Plan overview

Plan NameWORLDWIDE STRATEGIC CINSULTING, INC. PROFIT SHARING PLAN
Plan identification number 001

WORLDWIDE STRATEGIC CINSULTING, INC. PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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

WORLDWIDE STRATEGIC CONSULTING, INC has sponsored the creation of one or more 401k plans.

Company Name:WORLDWIDE STRATEGIC CONSULTING, INC
Employer identification number (EIN):262302974
NAIC Classification:541600

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WORLDWIDE STRATEGIC CINSULTING, INC. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-03-01
0012021-03-01
0012020-03-01
0012019-03-01
0012019-03-01
0012018-03-01
0012018-03-01
0012017-03-01SERGE J MASSAT SERGE J MASSAT2018-07-12
0012016-03-01SERGE J MASSAT SERGE J MASSAT2017-07-07
0012015-03-01SERGE J MASSAT SERGE J MASSAT2016-07-20
0012015-03-01SERGE J MASSAT SERGE J MASSAT2016-07-19
0012014-03-01SERGE J MASSAT SERGE J MASSAT2015-07-12
0012013-03-01SERGE J MASSAT SERGE J MASSAT2014-07-18
0012012-03-01SERGE J MASSAT SERGE J MASSAT2013-06-06
0012011-03-01SERGE MASSAT
0012010-03-01SERGE J. MASSAT
0012009-03-01SERGE J. MASSAT
0012009-03-01SERGE J. MASSAT

Plan Statistics for WORLDWIDE STRATEGIC CINSULTING, INC. PROFIT SHARING PLAN

401k plan membership statisitcs for WORLDWIDE STRATEGIC CINSULTING, INC. PROFIT SHARING PLAN

Measure Date Value
2022: WORLDWIDE STRATEGIC CINSULTING, INC. PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-03-011
Total number of active participants reported on line 7a of the Form 55002022-03-011
Total of all active and inactive participants2022-03-011
Total participants2022-03-011
Number of participants with account balances2022-03-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-03-010
2021: WORLDWIDE STRATEGIC CINSULTING, INC. PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-03-011
Total number of active participants reported on line 7a of the Form 55002021-03-011
Total of all active and inactive participants2021-03-011
Total participants2021-03-011
Number of participants with account balances2021-03-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-03-010
2020: WORLDWIDE STRATEGIC CINSULTING, INC. PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-03-011
Total number of active participants reported on line 7a of the Form 55002020-03-011
Total of all active and inactive participants2020-03-011
Total participants2020-03-011
Number of participants with account balances2020-03-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-03-010
2019: WORLDWIDE STRATEGIC CINSULTING, INC. PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-03-011
Total of all active and inactive participants2019-03-010
Total participants2019-03-010
2018: WORLDWIDE STRATEGIC CINSULTING, INC. PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-03-011
Total number of active participants reported on line 7a of the Form 55002018-03-011
Total of all active and inactive participants2018-03-011
Total participants2018-03-011
2017: WORLDWIDE STRATEGIC CINSULTING, INC. PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-03-011
Total number of active participants reported on line 7a of the Form 55002017-03-011
Total of all active and inactive participants2017-03-011
Total participants2017-03-011
2016: WORLDWIDE STRATEGIC CINSULTING, INC. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-03-011
Total number of active participants reported on line 7a of the Form 55002016-03-011
Total of all active and inactive participants2016-03-011
Total participants2016-03-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-03-010
2015: WORLDWIDE STRATEGIC CINSULTING, INC. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-03-011
Total number of active participants reported on line 7a of the Form 55002015-03-011
Total of all active and inactive participants2015-03-011
Total participants2015-03-011
2014: WORLDWIDE STRATEGIC CINSULTING, INC. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-03-011
Total number of active participants reported on line 7a of the Form 55002014-03-011
Total of all active and inactive participants2014-03-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-03-010
Total participants2014-03-011
Number of participants with account balances2014-03-011
2013: WORLDWIDE STRATEGIC CINSULTING, INC. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-03-011
Total number of active participants reported on line 7a of the Form 55002013-03-011
Total of all active and inactive participants2013-03-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-03-010
Total participants2013-03-011
2012: WORLDWIDE STRATEGIC CINSULTING, INC. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-03-011
Total number of active participants reported on line 7a of the Form 55002012-03-011
Total of all active and inactive participants2012-03-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-03-010
Total participants2012-03-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-03-010
2011: WORLDWIDE STRATEGIC CINSULTING, INC. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-03-011
Total number of active participants reported on line 7a of the Form 55002011-03-011
Number of retired or separated participants receiving benefits2011-03-010
Number of other retired or separated participants entitled to future benefits2011-03-010
Total of all active and inactive participants2011-03-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-03-010
Total participants2011-03-011
Number of participants with account balances2011-03-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-03-010
2010: WORLDWIDE STRATEGIC CINSULTING, INC. PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-03-011
Total number of active participants reported on line 7a of the Form 55002010-03-011
Number of retired or separated participants receiving benefits2010-03-010
Number of other retired or separated participants entitled to future benefits2010-03-010
Total of all active and inactive participants2010-03-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-03-010
Total participants2010-03-011
Number of participants with account balances2010-03-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-03-010
2009: WORLDWIDE STRATEGIC CINSULTING, INC. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-03-011
Total number of active participants reported on line 7a of the Form 55002009-03-011
Number of retired or separated participants receiving benefits2009-03-010
Number of other retired or separated participants entitled to future benefits2009-03-010
Total of all active and inactive participants2009-03-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-03-010
Total participants2009-03-011
Number of participants with account balances2009-03-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-03-010

Financial Data on WORLDWIDE STRATEGIC CINSULTING, INC. PROFIT SHARING PLAN

Measure Date Value
2023 : WORLDWIDE STRATEGIC CINSULTING, INC. PROFIT SHARING PLAN 2023 401k financial data
Transfers to/from the plan2023-02-28$26,991
Total plan assets at end of year2023-02-28$387,323
Total plan assets at beginning of year2023-02-28$360,332
Net plan assets at end of year (total assets less liabilities)2023-02-28$387,323
Net plan assets at beginning of year (total assets less liabilities)2023-02-28$360,332
2022 : WORLDWIDE STRATEGIC CINSULTING, INC. PROFIT SHARING PLAN 2022 401k financial data
Total plan assets at end of year2022-02-28$360,332
Total plan assets at beginning of year2022-02-28$360,332
Net plan assets at end of year (total assets less liabilities)2022-02-28$360,332
Net plan assets at beginning of year (total assets less liabilities)2022-02-28$360,332
2021 : WORLDWIDE STRATEGIC CINSULTING, INC. PROFIT SHARING PLAN 2021 401k financial data
Total plan liabilities at beginning of year2021-02-28$0
Total plan assets at end of year2021-02-28$360,332
Total plan assets at beginning of year2021-02-28$360,332
Net plan assets at end of year (total assets less liabilities)2021-02-28$360,332
Net plan assets at beginning of year (total assets less liabilities)2021-02-28$360,332
2020 : WORLDWIDE STRATEGIC CINSULTING, INC. PROFIT SHARING PLAN 2020 401k financial data
Total plan liabilities at beginning of year2020-02-29$0
Total plan assets at end of year2020-02-29$360,332
Total plan assets at beginning of year2020-02-29$360,332
Net plan assets at end of year (total assets less liabilities)2020-02-29$360,332
Net plan assets at beginning of year (total assets less liabilities)2020-02-29$360,332
Total plan liabilities at beginning of year2020-02-28$0
Total plan assets at end of year2020-02-28$360,332
Total plan assets at beginning of year2020-02-28$360,332
Net plan assets at end of year (total assets less liabilities)2020-02-28$360,332
Net plan assets at beginning of year (total assets less liabilities)2020-02-28$360,332
2019 : WORLDWIDE STRATEGIC CINSULTING, INC. PROFIT SHARING PLAN 2019 401k financial data
Total plan liabilities at beginning of year2019-02-28$0
Total income from all sources2019-02-28$14,012
Expenses. Total of all expenses incurred2019-02-28$30,000
Benefits paid (including direct rollovers)2019-02-28$30,000
Total plan assets at end of year2019-02-28$360,332
Total plan assets at beginning of year2019-02-28$376,320
Other income received2019-02-28$14,012
Net income (gross income less expenses)2019-02-28$-15,988
Net plan assets at end of year (total assets less liabilities)2019-02-28$360,332
Net plan assets at beginning of year (total assets less liabilities)2019-02-28$376,320
2018 : WORLDWIDE STRATEGIC CINSULTING, INC. PROFIT SHARING PLAN 2018 401k financial data
Total plan liabilities at beginning of year2018-02-28$0
Total income from all sources2018-02-28$17,639
Total plan assets at end of year2018-02-28$376,320
Total plan assets at beginning of year2018-02-28$358,681
Other income received2018-02-28$17,639
Net income (gross income less expenses)2018-02-28$17,639
Net plan assets at end of year (total assets less liabilities)2018-02-28$376,320
Net plan assets at beginning of year (total assets less liabilities)2018-02-28$358,681
2017 : WORLDWIDE STRATEGIC CINSULTING, INC. PROFIT SHARING PLAN 2017 401k financial data
Total plan liabilities at beginning of year2017-02-28$0
Total income from all sources2017-02-28$19,193
Total plan assets at end of year2017-02-28$358,681
Total plan assets at beginning of year2017-02-28$339,488
Other income received2017-02-28$19,193
Net income (gross income less expenses)2017-02-28$19,193
Net plan assets at end of year (total assets less liabilities)2017-02-28$358,681
Net plan assets at beginning of year (total assets less liabilities)2017-02-28$339,488
2016 : WORLDWIDE STRATEGIC CINSULTING, INC. PROFIT SHARING PLAN 2016 401k financial data
Total plan liabilities at beginning of year2016-02-29$0
Total income from all sources2016-02-29$5,259
Total plan assets at end of year2016-02-29$339,488
Total plan assets at beginning of year2016-02-29$334,229
Other income received2016-02-29$5,259
Net income (gross income less expenses)2016-02-29$5,259
Net plan assets at end of year (total assets less liabilities)2016-02-29$339,488
Net plan assets at beginning of year (total assets less liabilities)2016-02-29$334,229
Total plan liabilities at beginning of year2016-02-28$0
Total income from all sources2016-02-28$5,259
Total plan assets at end of year2016-02-28$339,488
Total plan assets at beginning of year2016-02-28$334,229
Other income received2016-02-28$5,259
Net income (gross income less expenses)2016-02-28$5,259
Net plan assets at end of year (total assets less liabilities)2016-02-28$339,488
Net plan assets at beginning of year (total assets less liabilities)2016-02-28$334,229
2015 : WORLDWIDE STRATEGIC CINSULTING, INC. PROFIT SHARING PLAN 2015 401k financial data
Total plan liabilities at beginning of year2015-02-28$0
Total income from all sources2015-02-28$13,993
Total plan assets at end of year2015-02-28$334,229
Total plan assets at beginning of year2015-02-28$320,236
Other income received2015-02-28$13,993
Net income (gross income less expenses)2015-02-28$13,993
Net plan assets at end of year (total assets less liabilities)2015-02-28$334,229
Net plan assets at beginning of year (total assets less liabilities)2015-02-28$320,236
2014 : WORLDWIDE STRATEGIC CINSULTING, INC. PROFIT SHARING PLAN 2014 401k financial data
Total plan liabilities at beginning of year2014-02-28$0
Total income from all sources2014-02-28$21,180
Total plan assets at end of year2014-02-28$320,236
Total plan assets at beginning of year2014-02-28$299,056
Other income received2014-02-28$21,180
Net income (gross income less expenses)2014-02-28$21,180
Net plan assets at end of year (total assets less liabilities)2014-02-28$320,236
Net plan assets at beginning of year (total assets less liabilities)2014-02-28$299,056
2013 : WORLDWIDE STRATEGIC CINSULTING, INC. PROFIT SHARING PLAN 2013 401k financial data
Total plan liabilities at beginning of year2013-02-28$0
Total income from all sources2013-02-28$13,079
Total plan assets at end of year2013-02-28$299,056
Total plan assets at beginning of year2013-02-28$285,977
Other income received2013-02-28$13,079
Net income (gross income less expenses)2013-02-28$13,079
Net plan assets at end of year (total assets less liabilities)2013-02-28$299,056
Net plan assets at beginning of year (total assets less liabilities)2013-02-28$285,977
2012 : WORLDWIDE STRATEGIC CINSULTING, INC. PROFIT SHARING PLAN 2012 401k financial data
Total plan liabilities at beginning of year2012-02-29$0
Total income from all sources2012-02-29$8,259
Total plan assets at end of year2012-02-29$244,225
Total plan assets at beginning of year2012-02-29$235,966
Other income received2012-02-29$8,259
Net income (gross income less expenses)2012-02-29$8,259
Net plan assets at end of year (total assets less liabilities)2012-02-29$244,225
Net plan assets at beginning of year (total assets less liabilities)2012-02-29$235,966
2011 : WORLDWIDE STRATEGIC CINSULTING, INC. PROFIT SHARING PLAN 2011 401k financial data
Total plan liabilities at end of year2011-02-28$0
Total plan liabilities at beginning of year2011-02-28$0
Total income from all sources2011-02-28$21,272
Expenses. Total of all expenses incurred2011-02-28$0
Total plan assets at end of year2011-02-28$278,259
Total plan assets at beginning of year2011-02-28$256,987
Other income received2011-02-28$21,272
Net income (gross income less expenses)2011-02-28$21,272
Net plan assets at end of year (total assets less liabilities)2011-02-28$278,259
Net plan assets at beginning of year (total assets less liabilities)2011-02-28$256,987

Form 5500 Responses for WORLDWIDE STRATEGIC CINSULTING, INC. PROFIT SHARING PLAN

2022: WORLDWIDE STRATEGIC CINSULTING, INC. PROFIT SHARING PLAN 2022 form 5500 responses
2022-03-01Type of plan entitySingle employer plan
2022-03-01Plan funding arrangement – InsuranceYes
2022-03-01Plan funding arrangement – TrustYes
2022-03-01Plan benefit arrangement – InsuranceYes
2022-03-01Plan benefit arrangement - TrustYes
2021: WORLDWIDE STRATEGIC CINSULTING, INC. PROFIT SHARING PLAN 2021 form 5500 responses
2021-03-01Type of plan entitySingle employer plan
2021-03-01Plan funding arrangement – InsuranceYes
2021-03-01Plan funding arrangement – TrustYes
2021-03-01Plan benefit arrangement – InsuranceYes
2021-03-01Plan benefit arrangement - TrustYes
2020: WORLDWIDE STRATEGIC CINSULTING, INC. PROFIT SHARING PLAN 2020 form 5500 responses
2020-03-01Type of plan entitySingle employer plan
2020-03-01Plan funding arrangement – InsuranceYes
2020-03-01Plan funding arrangement – TrustYes
2020-03-01Plan benefit arrangement – InsuranceYes
2020-03-01Plan benefit arrangement - TrustYes
2019: WORLDWIDE STRATEGIC CINSULTING, INC. PROFIT SHARING PLAN 2019 form 5500 responses
2019-03-01Type of plan entitySingle employer plan
2019-03-01Plan funding arrangement – InsuranceYes
2019-03-01Plan funding arrangement – TrustYes
2019-03-01Plan benefit arrangement – InsuranceYes
2019-03-01Plan benefit arrangement - TrustYes
2018: WORLDWIDE STRATEGIC CINSULTING, INC. PROFIT SHARING PLAN 2018 form 5500 responses
2018-03-01Type of plan entitySingle employer plan
2018-03-01Plan funding arrangement – InsuranceYes
2018-03-01Plan funding arrangement – TrustYes
2018-03-01Plan benefit arrangement – InsuranceYes
2018-03-01Plan benefit arrangement - TrustYes
2017: WORLDWIDE STRATEGIC CINSULTING, INC. PROFIT SHARING PLAN 2017 form 5500 responses
2017-03-01Type of plan entitySingle employer plan
2017-03-01Plan funding arrangement – InsuranceYes
2017-03-01Plan funding arrangement – TrustYes
2017-03-01Plan benefit arrangement – InsuranceYes
2017-03-01Plan benefit arrangement - TrustYes
2016: WORLDWIDE STRATEGIC CINSULTING, INC. PROFIT SHARING PLAN 2016 form 5500 responses
2016-03-01Type of plan entitySingle employer plan
2016-03-01Plan funding arrangement – InsuranceYes
2016-03-01Plan funding arrangement – TrustYes
2016-03-01Plan benefit arrangement – InsuranceYes
2016-03-01Plan benefit arrangement - TrustYes
2015: WORLDWIDE STRATEGIC CINSULTING, INC. PROFIT SHARING PLAN 2015 form 5500 responses
2015-03-01Type of plan entitySingle employer plan
2015-03-01Plan funding arrangement – InsuranceYes
2015-03-01Plan funding arrangement – TrustYes
2015-03-01Plan benefit arrangement – InsuranceYes
2015-03-01Plan benefit arrangement - TrustYes
2014: WORLDWIDE STRATEGIC CINSULTING, INC. PROFIT SHARING PLAN 2014 form 5500 responses
2014-03-01Type of plan entitySingle employer plan
2014-03-01Plan funding arrangement – InsuranceYes
2014-03-01Plan funding arrangement – TrustYes
2014-03-01Plan benefit arrangement – InsuranceYes
2014-03-01Plan benefit arrangement - TrustYes
2013: WORLDWIDE STRATEGIC CINSULTING, INC. PROFIT SHARING PLAN 2013 form 5500 responses
2013-03-01Type of plan entitySingle employer plan
2013-03-01Plan funding arrangement – InsuranceYes
2013-03-01Plan funding arrangement – TrustYes
2013-03-01Plan benefit arrangement – InsuranceYes
2013-03-01Plan benefit arrangement - TrustYes
2012: WORLDWIDE STRATEGIC CINSULTING, INC. PROFIT SHARING PLAN 2012 form 5500 responses
2012-03-01Type of plan entitySingle employer plan
2012-03-01Plan funding arrangement – InsuranceYes
2012-03-01Plan funding arrangement – TrustYes
2012-03-01Plan benefit arrangement – InsuranceYes
2012-03-01Plan benefit arrangement - TrustYes
2011: WORLDWIDE STRATEGIC CINSULTING, INC. PROFIT SHARING PLAN 2011 form 5500 responses
2011-03-01Type of plan entitySingle employer plan
2011-03-01Plan funding arrangement – InsuranceYes
2011-03-01Plan funding arrangement – TrustYes
2011-03-01Plan benefit arrangement – InsuranceYes
2011-03-01Plan benefit arrangement - TrustYes
2010: WORLDWIDE STRATEGIC CINSULTING, INC. PROFIT SHARING PLAN 2010 form 5500 responses
2010-03-01Type of plan entitySingle employer plan
2010-03-01Submission has been amendedNo
2010-03-01This submission is the final filingNo
2010-03-01This return/report is a short plan year return/report (less than 12 months)No
2010-03-01Plan is a collectively bargained planNo
2010-03-01Plan funding arrangement – InsuranceYes
2010-03-01Plan funding arrangement – TrustYes
2010-03-01Plan benefit arrangement – InsuranceYes
2010-03-01Plan benefit arrangement - TrustYes
2009: WORLDWIDE STRATEGIC CINSULTING, INC. PROFIT SHARING PLAN 2009 form 5500 responses
2009-03-01Type of plan entitySingle employer plan
2009-03-01Submission has been amendedNo
2009-03-01This submission is the final filingNo
2009-03-01This return/report is a short plan year return/report (less than 12 months)No
2009-03-01Plan is a collectively bargained planNo
2009-03-01Plan funding arrangement – InsuranceYes
2009-03-01Plan funding arrangement – TrustYes
2009-03-01Plan benefit arrangement – InsuranceYes
2009-03-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberA010126647
Policy instance 1
Insurance contract or identification numberA010126647
Insurance policy start date2022-04-01
Insurance policy end date2023-03-31
Other welfare benefits providedN/A
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberA010126647
Policy instance 1
Insurance contract or identification numberA010126647
Number of Individuals Covered1
Insurance policy start date2021-04-01
Insurance policy end date2022-03-31
Other welfare benefits providedN/A
Insurance broker organization code?3
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberA010126647
Policy instance 1
Insurance contract or identification numberA010126647
Insurance policy start date2020-04-01
Insurance policy end date2021-03-31
Are there contracts with allocated funds for individual policies?1
Other welfare benefits providedN/A
Insurance broker organization code?3
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberA010126647
Policy instance 1
Insurance contract or identification numberA010126647
Number of Individuals Covered1
Insurance policy start date2019-04-01
Insurance policy end date2020-03-31
Are there contracts with allocated funds for individual policies?1
Other welfare benefits providedN/A
Insurance broker organization code?3
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberA010126647
Policy instance 1
Insurance contract or identification numberA010126647
Number of Individuals Covered1
Insurance policy start date2019-04-01
Insurance policy end date2020-03-31
Are there contracts with allocated funds for individual policies?1
Other welfare benefits providedN/A
Insurance broker organization code?3
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberA010126647
Policy instance 1
Insurance contract or identification numberA010126647
Number of Individuals Covered1
Insurance policy start date2018-04-01
Insurance policy end date2019-03-31
Are there contracts with allocated funds for individual policies?1
Other welfare benefits providedN/A
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberA010126647
Policy instance 1
Insurance contract or identification numberA010126647
Number of Individuals Covered1
Insurance policy start date2017-04-01
Insurance policy end date2018-03-31
Are there contracts with allocated funds for individual policies?1
Other welfare benefits providedN/A
Insurance broker organization code?3
Insurance broker nameBOOK MICHAEL
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberA010126647
Policy instance 1
Insurance contract or identification numberA010126647
Number of Individuals Covered1
Insurance policy start date2015-04-01
Insurance policy end date2016-03-31
Are there contracts with allocated funds for individual policies?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
Insurance broker nameBOOK MICHAEL
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberA010126647
Policy instance 1
Insurance contract or identification numberA010126647
Number of Individuals Covered1
Insurance policy start date2014-04-01
Insurance policy end date2015-03-31
Are there contracts with allocated funds for individual policies?Yes
Insurance broker organization code?3
Insurance broker nameBOOK MICHAEL
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberA010126647
Policy instance 1
Insurance contract or identification numberA010126647
Number of Individuals Covered1
Insurance policy start date2013-04-01
Insurance policy end date2014-03-31
Are there contracts with allocated funds for individual policies?Yes
Insurance broker organization code?3
Insurance broker nameBOOK MICHAEL
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberA010126647
Policy instance 1
Insurance contract or identification numberA010126647
Number of Individuals Covered1
Insurance policy start date2012-03-01
Insurance policy end date2013-02-28
Are there contracts with allocated funds for individual policies?Yes
Insurance broker organization code?3
Insurance broker nameBOOK MICHAEL
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberA010126647
Policy instance 1
Insurance contract or identification numberA010126647
Number of Individuals Covered1
Insurance policy start date2011-04-01
Insurance policy end date2012-03-31
Are there contracts with allocated funds for individual policies?Yes
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberA010126647
Policy instance 1
Insurance contract or identification numberA010126647
Number of Individuals Covered1
Insurance policy start date2010-03-01
Insurance policy end date2011-02-28
Total amount of commissions paid to insurance brokerUSD $1,050
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $150
Insurance broker organization code?3
Insurance broker nameLUC QUINSON

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