G. R. RUSH & COMPANY, PLLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan G. R. RUSH & COMPANY, PLLC 401(K) PROFIT SHARING P
401k plan membership statisitcs for G. R. RUSH & COMPANY, PLLC 401(K) PROFIT SHARING P
Measure | Date | Value |
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2018: G. R. RUSH & COMPANY, PLLC 401(K) PROFIT SHARING P 2018 401k membership |
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Total participants, beginning-of-year | 2018-01-01 | 19 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 14 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 5 |
Total of all active and inactive participants | 2018-01-01 | 19 |
Total participants | 2018-01-01 | 19 |
Number of participants with account balances | 2018-01-01 | 19 |
2017: G. R. RUSH & COMPANY, PLLC 401(K) PROFIT SHARING P 2017 401k membership |
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Total participants, beginning-of-year | 2017-01-01 | 20 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 15 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 4 |
Total of all active and inactive participants | 2017-01-01 | 19 |
Total participants | 2017-01-01 | 19 |
Number of participants with account balances | 2017-01-01 | 19 |
2016: G. R. RUSH & COMPANY, PLLC 401(K) PROFIT SHARING P 2016 401k membership |
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Total participants, beginning-of-year | 2016-01-01 | 20 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 15 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 5 |
Total of all active and inactive participants | 2016-01-01 | 20 |
Total participants | 2016-01-01 | 20 |
Number of participants with account balances | 2016-01-01 | 20 |
2015: G. R. RUSH & COMPANY, PLLC 401(K) PROFIT SHARING P 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 22 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 15 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 5 |
Total of all active and inactive participants | 2015-01-01 | 20 |
Total participants | 2015-01-01 | 20 |
Number of participants with account balances | 2015-01-01 | 20 |
2014: G. R. RUSH & COMPANY, PLLC 401(K) PROFIT SHARING P 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 23 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 15 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 7 |
Total of all active and inactive participants | 2014-01-01 | 22 |
Total participants | 2014-01-01 | 22 |
Number of participants with account balances | 2014-01-01 | 22 |
2013: G. R. RUSH & COMPANY, PLLC 401(K) PROFIT SHARING P 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 24 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 14 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 9 |
Total of all active and inactive participants | 2013-01-01 | 23 |
Total participants | 2013-01-01 | 23 |
Number of participants with account balances | 2013-01-01 | 23 |
2012: G. R. RUSH & COMPANY, PLLC 401(K) PROFIT SHARING P 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 36 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 15 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 9 |
Total of all active and inactive participants | 2012-01-01 | 24 |
Total participants | 2012-01-01 | 24 |
Number of participants with account balances | 2012-01-01 | 24 |
2011: G. R. RUSH & COMPANY, PLLC 401(K) PROFIT SHARING P 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 0 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 26 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 10 |
Total of all active and inactive participants | 2011-01-01 | 36 |
Total participants | 2011-01-01 | 36 |
Number of participants with account balances | 2011-01-01 | 36 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 2 |
Measure | Date | Value |
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2018 : G. R. RUSH & COMPANY, PLLC 401(K) PROFIT SHARING P 2018 401k financial data |
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Total income from all sources | 2018-12-31 | $-24,647 |
Expenses. Total of all expenses incurred | 2018-12-31 | $143,609 |
Benefits paid (including direct rollovers) | 2018-12-31 | $129,050 |
Total plan assets at end of year | 2018-12-31 | $1,387,838 |
Total plan assets at beginning of year | 2018-12-31 | $1,556,094 |
Value of fidelity bond covering the plan | 2018-12-31 | $250,000 |
Total contributions received or receivable from participants | 2018-12-31 | $86,987 |
Other income received | 2018-12-31 | $-126,198 |
Net income (gross income less expenses) | 2018-12-31 | $-168,256 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $1,387,838 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $1,556,094 |
Total contributions received or receivable from employer(s) | 2018-12-31 | $14,564 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $14,559 |
2017 : G. R. RUSH & COMPANY, PLLC 401(K) PROFIT SHARING P 2017 401k financial data |
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Total income from all sources | 2017-12-31 | $337,919 |
Expenses. Total of all expenses incurred | 2017-12-31 | $22,328 |
Benefits paid (including direct rollovers) | 2017-12-31 | $10,072 |
Total plan assets at end of year | 2017-12-31 | $1,556,094 |
Total plan assets at beginning of year | 2017-12-31 | $1,240,503 |
Value of fidelity bond covering the plan | 2017-12-31 | $250,000 |
Total contributions received or receivable from participants | 2017-12-31 | $109,056 |
Other income received | 2017-12-31 | $214,201 |
Net income (gross income less expenses) | 2017-12-31 | $315,591 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $1,556,094 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $1,240,503 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $14,662 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $12,256 |
2016 : G. R. RUSH & COMPANY, PLLC 401(K) PROFIT SHARING P 2016 401k financial data |
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Total income from all sources | 2016-12-31 | $205,123 |
Expenses. Total of all expenses incurred | 2016-12-31 | $152,453 |
Benefits paid (including direct rollovers) | 2016-12-31 | $141,850 |
Total plan assets at end of year | 2016-12-31 | $1,240,503 |
Total plan assets at beginning of year | 2016-12-31 | $1,187,833 |
Value of fidelity bond covering the plan | 2016-12-31 | $250,000 |
Total contributions received or receivable from participants | 2016-12-31 | $95,789 |
Other income received | 2016-12-31 | $98,791 |
Net income (gross income less expenses) | 2016-12-31 | $52,670 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $1,240,503 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $1,187,833 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $10,543 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $10,603 |
2015 : G. R. RUSH & COMPANY, PLLC 401(K) PROFIT SHARING P 2015 401k financial data |
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Total income from all sources | 2015-12-31 | $108,584 |
Expenses. Total of all expenses incurred | 2015-12-31 | $189,539 |
Benefits paid (including direct rollovers) | 2015-12-31 | $189,539 |
Total plan assets at end of year | 2015-12-31 | $1,187,833 |
Total plan assets at beginning of year | 2015-12-31 | $1,268,788 |
Value of fidelity bond covering the plan | 2015-12-31 | $250,000 |
Total contributions received or receivable from participants | 2015-12-31 | $126,147 |
Other income received | 2015-12-31 | $-18,765 |
Net income (gross income less expenses) | 2015-12-31 | $-80,955 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $1,187,833 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $1,268,788 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $1,202 |
2014 : G. R. RUSH & COMPANY, PLLC 401(K) PROFIT SHARING P 2014 401k financial data |
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Total income from all sources | 2014-12-31 | $189,982 |
Expenses. Total of all expenses incurred | 2014-12-31 | $987,052 |
Benefits paid (including direct rollovers) | 2014-12-31 | $987,052 |
Total plan assets at end of year | 2014-12-31 | $1,268,788 |
Total plan assets at beginning of year | 2014-12-31 | $2,065,858 |
Value of fidelity bond covering the plan | 2014-12-31 | $250,000 |
Total contributions received or receivable from participants | 2014-12-31 | $98,672 |
Other income received | 2014-12-31 | $77,698 |
Net income (gross income less expenses) | 2014-12-31 | $-797,070 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $1,268,788 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $2,065,858 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $13,612 |
2013 : G. R. RUSH & COMPANY, PLLC 401(K) PROFIT SHARING P 2013 401k financial data |
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Total income from all sources | 2013-12-31 | $456,036 |
Expenses. Total of all expenses incurred | 2013-12-31 | $274,086 |
Benefits paid (including direct rollovers) | 2013-12-31 | $273,961 |
Total plan assets at end of year | 2013-12-31 | $2,065,858 |
Total plan assets at beginning of year | 2013-12-31 | $1,883,908 |
Value of fidelity bond covering the plan | 2013-12-31 | $250,000 |
Total contributions received or receivable from participants | 2013-12-31 | $95,834 |
Other income received | 2013-12-31 | $346,742 |
Net income (gross income less expenses) | 2013-12-31 | $181,950 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $2,065,858 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $1,883,908 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $13,460 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $125 |
2012 : G. R. RUSH & COMPANY, PLLC 401(K) PROFIT SHARING P 2012 401k financial data |
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Total income from all sources | 2012-12-31 | $290,595 |
Expenses. Total of all expenses incurred | 2012-12-31 | $238,449 |
Benefits paid (including direct rollovers) | 2012-12-31 | $238,149 |
Total plan assets at end of year | 2012-12-31 | $1,883,908 |
Total plan assets at beginning of year | 2012-12-31 | $1,831,762 |
Value of fidelity bond covering the plan | 2012-12-31 | $250,000 |
Total contributions received or receivable from participants | 2012-12-31 | $94,390 |
Other income received | 2012-12-31 | $177,266 |
Net income (gross income less expenses) | 2012-12-31 | $52,146 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $1,883,908 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $1,831,762 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $18,939 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $300 |
2011 : G. R. RUSH & COMPANY, PLLC 401(K) PROFIT SHARING P 2011 401k financial data |
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Transfers to/from the plan | 2011-12-31 | $2,013,710 |
Total income from all sources | 2011-12-31 | $47,713 |
Expenses. Total of all expenses incurred | 2011-12-31 | $229,661 |
Benefits paid (including direct rollovers) | 2011-12-31 | $229,536 |
Total plan assets at end of year | 2011-12-31 | $1,831,762 |
Total plan assets at beginning of year | 2011-12-31 | $0 |
Value of fidelity bond covering the plan | 2011-12-31 | $250,000 |
Total contributions received or receivable from participants | 2011-12-31 | $105,402 |
Other income received | 2011-12-31 | $-77,973 |
Net income (gross income less expenses) | 2011-12-31 | $-181,948 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $1,831,762 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $20,284 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $125 |
2018: G. R. RUSH & COMPANY, PLLC 401(K) PROFIT SHARING P 2018 form 5500 responses |
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2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Plan funding arrangement – Insurance | Yes |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement – Insurance | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: G. R. RUSH & COMPANY, PLLC 401(K) PROFIT SHARING P 2017 form 5500 responses |
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2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Plan funding arrangement – Insurance | Yes |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement – Insurance | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: G. R. RUSH & COMPANY, PLLC 401(K) PROFIT SHARING P 2016 form 5500 responses |
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2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Plan funding arrangement – Insurance | Yes |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement – Insurance | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: G. R. RUSH & COMPANY, PLLC 401(K) PROFIT SHARING P 2015 form 5500 responses |
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2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Plan funding arrangement – Insurance | Yes |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement – Insurance | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: G. R. RUSH & COMPANY, PLLC 401(K) PROFIT SHARING P 2014 form 5500 responses |
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2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Plan funding arrangement – Insurance | Yes |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement – Insurance | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: G. R. RUSH & COMPANY, PLLC 401(K) PROFIT SHARING P 2013 form 5500 responses |
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2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Plan funding arrangement – Insurance | Yes |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement – Insurance | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: G. R. RUSH & COMPANY, PLLC 401(K) PROFIT SHARING P 2012 form 5500 responses |
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2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Plan funding arrangement – Insurance | Yes |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement – Insurance | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: G. R. RUSH & COMPANY, PLLC 401(K) PROFIT SHARING P 2011 form 5500 responses |
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2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | First time form 5500 has been submitted | Yes |
2011-01-01 | Plan funding arrangement – Insurance | Yes |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement – Insurance | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 ) |
Policy contract number | 916131-01 |
Policy instance | 1 |
Insurance contract or identification number | 916131-01 | Number of Individuals Covered | 1 | Insurance policy start date | 2018-01-01 | Insurance policy end date | 2018-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | 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 number | 916131-01 |
Policy instance | 1 |
Insurance contract or identification number | 916131-01 | Number of Individuals Covered | 2 | Insurance policy start date | 2017-01-01 | Insurance policy end date | 2017-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | 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 number | 916131-01 |
Policy instance | 1 |
Insurance contract or identification number | 916131-01 | Number of Individuals Covered | 2 | Insurance policy start date | 2015-01-01 | Insurance policy end date | 2015-12-31 | Total amount of commissions paid to insurance broker | USD $291 | Total amount of fees paid to insurance company | USD $0 | 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 Broker | USD $291 | Insurance broker organization code? | 3 | Insurance broker name | JAMES IZETT - IFG |
|
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 ) |
Policy contract number | 916131-01 |
Policy instance | 1 |
Insurance contract or identification number | 916131-01 | Number of Individuals Covered | 22 | Insurance policy start date | 2014-01-01 | Insurance policy end date | 2014-12-31 | Total amount of commissions paid to insurance broker | USD $6,340 | Total amount of fees paid to insurance company | USD $0 | 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 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 Broker | USD $4,568 | Insurance broker organization code? | 3 | Insurance broker name | JAMES IZETT - IFG LLC |
|
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 ) |
Policy contract number | 878654 |
Policy instance | 1 |
Insurance contract or identification number | 878654 | Number of Individuals Covered | 23 | Insurance policy start date | 2013-01-01 | Insurance policy end date | 2013-12-31 | Total amount of commissions paid to insurance broker | USD $4,380 | Total amount of fees paid to insurance company | USD $0 | 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 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 Broker | USD $4,380 | Insurance broker organization code? | 3 | Insurance broker name | FINANCIAL TELESIS INC/ JHW |
|
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 ) |
Policy contract number | 308613197 |
Policy instance | 2 |
Insurance contract or identification number | 308613197 | Number of Individuals Covered | 1 | Insurance policy start date | 2013-01-01 | Insurance policy end date | 2013-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $0 | Insurance broker organization code? | 3 | Insurance broker name | AL CULBRETH |
|
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 ) |
Policy contract number | 916131-01 |
Policy instance | 4 |
Insurance contract or identification number | 916131-01 | Number of Individuals Covered | 23 | Insurance policy start date | 2013-01-01 | Insurance policy end date | 2013-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | 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 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 | Insurance broker organization code? | 3 | Insurance broker name | JAMES IZETT |
|
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 ) |
Policy contract number | 309024494 |
Policy instance | 3 |
Insurance contract or identification number | 309024494 | Number of Individuals Covered | 1 | Insurance policy start date | 2013-01-01 | Insurance policy end date | 2013-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $0 | Insurance broker organization code? | 3 | Insurance broker name | AL CULBRETH |
|
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 ) |
Policy contract number | 878654 |
Policy instance | 1 |
Insurance contract or identification number | 878654 | Number of Individuals Covered | 24 | Insurance policy start date | 2012-01-01 | Insurance policy end date | 2012-12-31 | Total amount of commissions paid to insurance broker | USD $4,881 | Total amount of fees paid to insurance company | USD $0 | 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 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 Broker | USD $2,387 | Insurance broker organization code? | 3 | Insurance broker name | AXA ADVISORS LLC |
|
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 ) |
Policy contract number | 309024494 |
Policy instance | 3 |
Insurance contract or identification number | 309024494 | Number of Individuals Covered | 1 | Insurance policy start date | 2012-01-01 | Insurance policy end date | 2012-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $0 | Insurance broker organization code? | 3 | Insurance broker name | AL CULBRETH |
|
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 ) |
Policy contract number | 308613197 |
Policy instance | 2 |
Insurance contract or identification number | 308613197 | Number of Individuals Covered | 1 | Insurance policy start date | 2012-01-01 | Insurance policy end date | 2012-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $0 | Insurance broker organization code? | 3 | Insurance broker name | AL CULBRETH |
|
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 ) |
Policy contract number | 308613197 |
Policy instance | 2 |
Insurance contract or identification number | 308613197 | Number of Individuals Covered | 1 | Insurance policy start date | 2011-01-01 | Insurance policy end date | 2011-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 ) |
Policy contract number | 309024494 |
Policy instance | 3 |
Insurance contract or identification number | 309024494 | Number of Individuals Covered | 1 | Insurance policy start date | 2011-01-01 | Insurance policy end date | 2011-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 ) |
Policy contract number | 878654 |
Policy instance | 1 |
Insurance contract or identification number | 878654 | Number of Individuals Covered | 36 | Insurance policy start date | 2011-01-01 | Insurance policy end date | 2011-12-31 | Total amount of commissions paid to insurance broker | USD $5,079 | Total amount of fees paid to insurance company | USD $0 | 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 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 |
|