COAST PEO, LLC has sponsored the creation of one or more 401k plans.
| Measure | Date | Value |
|---|
| 2021: COAST PEO, LLC 401(K) PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-01-01 | 10 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 10 |
| 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 | 10 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
| Total participants | 2021-01-01 | 10 |
| Number of participants with account balances | 2021-01-01 | 10 |
| 2020: COAST PEO, LLC 401(K) PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 10 |
| 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 | 10 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
| Total participants | 2020-01-01 | 10 |
| Number of participants with account balances | 2020-01-01 | 10 |
| 2019: COAST PEO, LLC 401(K) PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 81 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 3 |
| 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 | 3 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
| Total participants | 2019-01-01 | 3 |
| Number of participants with account balances | 2019-01-01 | 3 |
| 2018: COAST PEO, LLC 401(K) PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 72 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 78 |
| Number of retired or separated participants receiving benefits | 2018-01-01 | 3 |
| Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 0 |
| Total of all active and inactive participants | 2018-01-01 | 81 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
| Total participants | 2018-01-01 | 81 |
| Number of participants with account balances | 2018-01-01 | 46 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
| 2017: COAST PEO, LLC 401(K) PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 59 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 63 |
| Number of retired or separated participants receiving benefits | 2017-01-01 | 3 |
| Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 6 |
| Total of all active and inactive participants | 2017-01-01 | 72 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
| Total participants | 2017-01-01 | 72 |
| Number of participants with account balances | 2017-01-01 | 63 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 5 |
| 2016: COAST PEO, LLC 401(K) PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 69 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 36 |
| Number of retired or separated participants receiving benefits | 2016-01-01 | 7 |
| Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 16 |
| Total of all active and inactive participants | 2016-01-01 | 59 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
| Total participants | 2016-01-01 | 59 |
| Number of participants with account balances | 2016-01-01 | 58 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 5 |
| Measure | Date | Value |
|---|
| 2021 : COAST PEO, LLC 401(K) PLAN 2021 401k financial data |
|---|
| Total income from all sources | 2021-12-31 | $68,455 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $16,906 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $8,558 |
| Total plan assets at end of year | 2021-12-31 | $650,661 |
| Total plan assets at beginning of year | 2021-12-31 | $599,112 |
| Value of fidelity bond covering the plan | 2021-12-31 | $250,000 |
| Total contributions received or receivable from participants | 2021-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2021-12-31 | $3,156 |
| Other income received | 2021-12-31 | $68,455 |
| Net income (gross income less expenses) | 2021-12-31 | $51,549 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $650,661 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $599,112 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $5,192 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
| 2020 : COAST PEO, LLC 401(K) PLAN 2020 401k financial data |
|---|
| Total income from all sources | 2020-12-31 | $66,259 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $15,166 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $7,913 |
| Total plan assets at end of year | 2020-12-31 | $599,112 |
| Total plan assets at beginning of year | 2020-12-31 | $548,019 |
| Value of fidelity bond covering the plan | 2020-12-31 | $250,000 |
| Total contributions received or receivable from participants | 2020-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2020-12-31 | $2,722 |
| Other income received | 2020-12-31 | $66,259 |
| Net income (gross income less expenses) | 2020-12-31 | $51,093 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $599,112 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $548,019 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $4,531 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
| 2019 : COAST PEO, LLC 401(K) PLAN 2019 401k financial data |
|---|
| Transfers to/from the plan | 2019-12-31 | $-1,114,308 |
| Total income from all sources | 2019-12-31 | $137,159 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $213,295 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $199,339 |
| Total plan assets at end of year | 2019-12-31 | $548,019 |
| Total plan assets at beginning of year | 2019-12-31 | $1,738,463 |
| Value of fidelity bond covering the plan | 2019-12-31 | $250,000 |
| Expenses. Other expenses not covered elsewhere | 2019-12-31 | $3,460 |
| Other income received | 2019-12-31 | $137,159 |
| Net income (gross income less expenses) | 2019-12-31 | $-76,136 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $548,019 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $1,738,463 |
| Value of certain deemed distributions of participant loans | 2019-12-31 | $4,931 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $5,565 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
| 2018 : COAST PEO, LLC 401(K) PLAN 2018 401k financial data |
|---|
| Total income from all sources | 2018-12-31 | $201,566 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $646,897 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $618,809 |
| Total plan assets at end of year | 2018-12-31 | $1,738,463 |
| Total plan assets at beginning of year | 2018-12-31 | $2,183,794 |
| Value of fidelity bond covering the plan | 2018-12-31 | $250,000 |
| Total contributions received or receivable from participants | 2018-12-31 | $150,091 |
| Contributions received from other sources (not participants or employers) | 2018-12-31 | $62,635 |
| Other income received | 2018-12-31 | $-54,677 |
| Net income (gross income less expenses) | 2018-12-31 | $-445,331 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $1,738,463 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $2,183,794 |
| Assets. Value of participant loans | 2018-12-31 | $4,920 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $43,517 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $28,088 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
| 2017 : COAST PEO, LLC 401(K) PLAN 2017 401k financial data |
|---|
| Transfers to/from the plan | 2017-12-31 | $-176,487 |
| Total income from all sources | 2017-12-31 | $1,035,732 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $351,209 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $326,682 |
| Total plan assets at end of year | 2017-12-31 | $2,183,794 |
| Total plan assets at beginning of year | 2017-12-31 | $1,675,758 |
| Value of fidelity bond covering the plan | 2017-12-31 | $250,000 |
| Total contributions received or receivable from participants | 2017-12-31 | $182,133 |
| Expenses. Other expenses not covered elsewhere | 2017-12-31 | $9,973 |
| Contributions received from other sources (not participants or employers) | 2017-12-31 | $567,327 |
| Other income received | 2017-12-31 | $235,831 |
| Net income (gross income less expenses) | 2017-12-31 | $684,523 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $2,183,794 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $1,675,758 |
| Assets. Value of participant loans | 2017-12-31 | $22,745 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $50,441 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $14,554 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
| 2016 : COAST PEO, LLC 401(K) PLAN 2016 401k financial data |
|---|
| Transfers to/from the plan | 2016-12-31 | $1,484,928 |
| Total income from all sources | 2016-12-31 | $267,158 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $130,391 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $84,954 |
| Total plan assets at end of year | 2016-12-31 | $1,675,758 |
| Total plan assets at beginning of year | 2016-12-31 | $54,063 |
| Value of fidelity bond covering the plan | 2016-12-31 | $250,000 |
| Total contributions received or receivable from participants | 2016-12-31 | $108,553 |
| Expenses. Other expenses not covered elsewhere | 2016-12-31 | $6,290 |
| Other income received | 2016-12-31 | $94,070 |
| Net income (gross income less expenses) | 2016-12-31 | $136,767 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $1,675,758 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $54,063 |
| Assets. Value of participant loans | 2016-12-31 | $16,899 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $64,535 |
| Value of certain deemed distributions of participant loans | 2016-12-31 | $29,410 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $9,737 |
| 2021: COAST PEO, LLC 401(K) PLAN 2021 form 5500 responses |
|---|
| 2021-01-01 | Type of plan entity | Mulitple employer plan |
| 2021-01-01 | Submission has been amended | No |
| 2021-01-01 | This submission is the final filing | No |
| 2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-01-01 | Plan is a collectively bargained plan | No |
| 2021-01-01 | Plan funding arrangement – Trust | Yes |
| 2021-01-01 | Plan benefit arrangement - Trust | Yes |
| 2020: COAST PEO, LLC 401(K) PLAN 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Mulitple 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: COAST PEO, LLC 401(K) PLAN 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Mulitple 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: COAST PEO, LLC 401(K) PLAN 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Mulitple 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: COAST PEO, LLC 401(K) PLAN 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Mulitple 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: COAST PEO, LLC 401(K) PLAN 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Mulitple 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 |
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 122997 |
| Policy instance | 1 |
| Insurance contract or identification number | 122997 | | Number of Individuals Covered | 10 | | Insurance policy start date | 2021-01-01 | | Insurance policy end date | 2021-12-31 | | Total amount of commissions paid to insurance broker | USD $2,167 | | Total amount of fees paid to insurance company | USD $2,222 | | 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? | Yes | | 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 | | Other information about contract | GROUP ANNUITY | | Commission paid to Insurance Broker | USD $310 | | Amount paid for insurance broker fees | 2222 | | Additional information about fees paid to insurance broker | TPA FEES PAID/ADMINISTRATION | | Insurance broker organization code? | 5 |
|
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 122997 |
| Policy instance | 1 |
| Insurance contract or identification number | 122997 | | Number of Individuals Covered | 10 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2020-12-31 | | Total amount of commissions paid to insurance broker | USD $1,887 | | Total amount of fees paid to insurance company | USD $1,908 | | 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? | Yes | | 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 | | Other information about contract | GROUP ANNUITY | | Commission paid to Insurance Broker | USD $270 | | Amount paid for insurance broker fees | 1908 | | Additional information about fees paid to insurance broker | TPA FEES PAID/ADMINISTRATION | | Insurance broker organization code? | 5 |
|
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 122997 |
| Policy instance | 1 |
| Insurance contract or identification number | 122997 | | Number of Individuals Covered | 10 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 | | Total amount of commissions paid to insurance broker | USD $2,684 | | Total amount of fees paid to insurance company | USD $2,460 | | 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 | | Commission paid to Insurance Broker | USD $384 | | Amount paid for insurance broker fees | 2460 | | Additional information about fees paid to insurance broker | TPA FEES PAID/ADMINISTRATION | | Insurance broker organization code? | 5 |
|
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 122997 |
| Policy instance | 1 |
| Insurance contract or identification number | 122997 | | Number of Individuals Covered | 53 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | Total amount of commissions paid to insurance broker | USD $7,265 | | Total amount of fees paid to insurance company | USD $7,899 | | 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 | | Commission paid to Insurance Broker | USD $1,046 | | Amount paid for insurance broker fees | 7899 | | Additional information about fees paid to insurance broker | TPA FEES PAID/ADMINISTRATION | | Insurance broker organization code? | 5 |
|
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 122997 |
| Policy instance | 1 |
| Insurance contract or identification number | 122997 | | Number of Individuals Covered | 65 | | Insurance policy start date | 2017-04-04 | | Insurance policy end date | 2017-12-31 | | Total amount of commissions paid to insurance broker | USD $6,127 | | Total amount of fees paid to insurance company | USD $7,389 | | 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 | | Commission paid to Insurance Broker | USD $2,323 | | Amount paid for insurance broker fees | 7389 | | Additional information about fees paid to insurance broker | TPA FEES PAID/ADMINISTRATION | | Insurance broker organization code? | 5 | | Insurance broker name | AMERIPRISE FINANCIAL SERVICES, INC. |
|
| HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 ) |
| Policy contract number | 835892 |
| Policy instance | 2 |
| Insurance contract or identification number | 835892 | | Number of Individuals Covered | 0 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Total amount of commissions paid to insurance broker | USD $330 | | Total amount of fees paid to insurance company | USD $19 | | 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 | | Commission paid to Insurance Broker | USD $330 | | Amount paid for insurance broker fees | 0 | | Additional information about fees paid to insurance broker | COMMISSION | | Insurance broker organization code? | 3 | | Insurance broker name | KB PENSION SERVICES, INC. |
|
