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G. R. RUSH & COMPANY, PLLC 401(K) PROFIT SHARING P 401k Plan overview

Plan NameG. R. RUSH & COMPANY, PLLC 401(K) PROFIT SHARING P
Plan identification number 001

G. R. RUSH & COMPANY, PLLC 401(K) PROFIT SHARING P 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.
  • 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

G. R. RUSH & COMPANY, PLLC has sponsored the creation of one or more 401k plans.

Company Name:G. R. RUSH & COMPANY, PLLC
Employer identification number (EIN):274282217
NAIC Classification:541219
NAIC Description:Other Accounting Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan G. R. RUSH & COMPANY, PLLC 401(K) PROFIT SHARING P

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01DAVID J. DISTEFANO2023-06-09
0012021-01-01DAVID J. DISTEFANO2022-07-19
0012020-01-01DAVID J. DISTEFANO2021-07-26
0012019-01-01DAVID J. DISTEFANO2020-07-28
0012018-01-01
0012017-01-01ROBERT L. WHITE
0012016-01-01ROBERT L. WHITE
0012015-01-01ROBERT L. WHITE
0012014-01-01ROBERT L. WHITE
0012013-01-01ROBERT L. WHITE
0012012-01-01ROBERT L. WHITE
0012011-01-01ROBERT L. WHITE

Plan Statistics for 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
2018: G. R. RUSH & COMPANY, PLLC 401(K) PROFIT SHARING P 2018 401k membership
Total participants, beginning-of-year2018-01-0119
Total number of active participants reported on line 7a of the Form 55002018-01-0114
Number of other retired or separated participants entitled to future benefits2018-01-015
Total of all active and inactive participants2018-01-0119
Total participants2018-01-0119
Number of participants with account balances2018-01-0119
2017: G. R. RUSH & COMPANY, PLLC 401(K) PROFIT SHARING P 2017 401k membership
Total participants, beginning-of-year2017-01-0120
Total number of active participants reported on line 7a of the Form 55002017-01-0115
Number of other retired or separated participants entitled to future benefits2017-01-014
Total of all active and inactive participants2017-01-0119
Total participants2017-01-0119
Number of participants with account balances2017-01-0119
2016: G. R. RUSH & COMPANY, PLLC 401(K) PROFIT SHARING P 2016 401k membership
Total participants, beginning-of-year2016-01-0120
Total number of active participants reported on line 7a of the Form 55002016-01-0115
Number of other retired or separated participants entitled to future benefits2016-01-015
Total of all active and inactive participants2016-01-0120
Total participants2016-01-0120
Number of participants with account balances2016-01-0120
2015: G. R. RUSH & COMPANY, PLLC 401(K) PROFIT SHARING P 2015 401k membership
Total participants, beginning-of-year2015-01-0122
Total number of active participants reported on line 7a of the Form 55002015-01-0115
Number of other retired or separated participants entitled to future benefits2015-01-015
Total of all active and inactive participants2015-01-0120
Total participants2015-01-0120
Number of participants with account balances2015-01-0120
2014: G. R. RUSH & COMPANY, PLLC 401(K) PROFIT SHARING P 2014 401k membership
Total participants, beginning-of-year2014-01-0123
Total number of active participants reported on line 7a of the Form 55002014-01-0115
Number of retired or separated participants receiving benefits2014-01-017
Total of all active and inactive participants2014-01-0122
Total participants2014-01-0122
Number of participants with account balances2014-01-0122
2013: G. R. RUSH & COMPANY, PLLC 401(K) PROFIT SHARING P 2013 401k membership
Total participants, beginning-of-year2013-01-0124
Total number of active participants reported on line 7a of the Form 55002013-01-0114
Number of other retired or separated participants entitled to future benefits2013-01-019
Total of all active and inactive participants2013-01-0123
Total participants2013-01-0123
Number of participants with account balances2013-01-0123
2012: G. R. RUSH & COMPANY, PLLC 401(K) PROFIT SHARING P 2012 401k membership
Total participants, beginning-of-year2012-01-0136
Total number of active participants reported on line 7a of the Form 55002012-01-0115
Number of other retired or separated participants entitled to future benefits2012-01-019
Total of all active and inactive participants2012-01-0124
Total participants2012-01-0124
Number of participants with account balances2012-01-0124
2011: G. R. RUSH & COMPANY, PLLC 401(K) PROFIT SHARING P 2011 401k membership
Total participants, beginning-of-year2011-01-010
Total number of active participants reported on line 7a of the Form 55002011-01-0126
Number of other retired or separated participants entitled to future benefits2011-01-0110
Total of all active and inactive participants2011-01-0136
Total participants2011-01-0136
Number of participants with account balances2011-01-0136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-012

Financial Data on G. R. RUSH & COMPANY, PLLC 401(K) PROFIT SHARING P

Measure Date Value
2018 : G. R. RUSH & COMPANY, PLLC 401(K) PROFIT SHARING P 2018 401k financial data
Total income from all sources2018-12-31$-24,647
Expenses. Total of all expenses incurred2018-12-31$143,609
Benefits paid (including direct rollovers)2018-12-31$129,050
Total plan assets at end of year2018-12-31$1,387,838
Total plan assets at beginning of year2018-12-31$1,556,094
Value of fidelity bond covering the plan2018-12-31$250,000
Total contributions received or receivable from participants2018-12-31$86,987
Other income received2018-12-31$-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
Total income from all sources2017-12-31$337,919
Expenses. Total of all expenses incurred2017-12-31$22,328
Benefits paid (including direct rollovers)2017-12-31$10,072
Total plan assets at end of year2017-12-31$1,556,094
Total plan assets at beginning of year2017-12-31$1,240,503
Value of fidelity bond covering the plan2017-12-31$250,000
Total contributions received or receivable from participants2017-12-31$109,056
Other income received2017-12-31$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
Total income from all sources2016-12-31$205,123
Expenses. Total of all expenses incurred2016-12-31$152,453
Benefits paid (including direct rollovers)2016-12-31$141,850
Total plan assets at end of year2016-12-31$1,240,503
Total plan assets at beginning of year2016-12-31$1,187,833
Value of fidelity bond covering the plan2016-12-31$250,000
Total contributions received or receivable from participants2016-12-31$95,789
Other income received2016-12-31$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
Total income from all sources2015-12-31$108,584
Expenses. Total of all expenses incurred2015-12-31$189,539
Benefits paid (including direct rollovers)2015-12-31$189,539
Total plan assets at end of year2015-12-31$1,187,833
Total plan assets at beginning of year2015-12-31$1,268,788
Value of fidelity bond covering the plan2015-12-31$250,000
Total contributions received or receivable from participants2015-12-31$126,147
Other income received2015-12-31$-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
Total income from all sources2014-12-31$189,982
Expenses. Total of all expenses incurred2014-12-31$987,052
Benefits paid (including direct rollovers)2014-12-31$987,052
Total plan assets at end of year2014-12-31$1,268,788
Total plan assets at beginning of year2014-12-31$2,065,858
Value of fidelity bond covering the plan2014-12-31$250,000
Total contributions received or receivable from participants2014-12-31$98,672
Other income received2014-12-31$77,698
Net income (gross income less expenses)2014-12-31$-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
Total income from all sources2013-12-31$456,036
Expenses. Total of all expenses incurred2013-12-31$274,086
Benefits paid (including direct rollovers)2013-12-31$273,961
Total plan assets at end of year2013-12-31$2,065,858
Total plan assets at beginning of year2013-12-31$1,883,908
Value of fidelity bond covering the plan2013-12-31$250,000
Total contributions received or receivable from participants2013-12-31$95,834
Other income received2013-12-31$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
Total income from all sources2012-12-31$290,595
Expenses. Total of all expenses incurred2012-12-31$238,449
Benefits paid (including direct rollovers)2012-12-31$238,149
Total plan assets at end of year2012-12-31$1,883,908
Total plan assets at beginning of year2012-12-31$1,831,762
Value of fidelity bond covering the plan2012-12-31$250,000
Total contributions received or receivable from participants2012-12-31$94,390
Other income received2012-12-31$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
Transfers to/from the plan2011-12-31$2,013,710
Total income from all sources2011-12-31$47,713
Expenses. Total of all expenses incurred2011-12-31$229,661
Benefits paid (including direct rollovers)2011-12-31$229,536
Total plan assets at end of year2011-12-31$1,831,762
Total plan assets at beginning of year2011-12-31$0
Value of fidelity bond covering the plan2011-12-31$250,000
Total contributions received or receivable from participants2011-12-31$105,402
Other income received2011-12-31$-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

Form 5500 Responses for G. R. RUSH & COMPANY, PLLC 401(K) PROFIT SHARING P

2018: G. R. RUSH & COMPANY, PLLC 401(K) PROFIT SHARING P 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: G. R. RUSH & COMPANY, PLLC 401(K) PROFIT SHARING P 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: G. R. RUSH & COMPANY, PLLC 401(K) PROFIT SHARING P 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: G. R. RUSH & COMPANY, PLLC 401(K) PROFIT SHARING P 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: G. R. RUSH & COMPANY, PLLC 401(K) PROFIT SHARING P 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: G. R. RUSH & COMPANY, PLLC 401(K) PROFIT SHARING P 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: G. R. RUSH & COMPANY, PLLC 401(K) PROFIT SHARING P 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: G. R. RUSH & COMPANY, PLLC 401(K) PROFIT SHARING P 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01First time form 5500 has been submittedYes
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number916131-01
Policy instance 1
Insurance contract or identification number916131-01
Number of Individuals Covered1
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $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 number916131-01
Policy instance 1
Insurance contract or identification number916131-01
Number of Individuals Covered2
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $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 number916131-01
Policy instance 1
Insurance contract or identification number916131-01
Number of Individuals Covered2
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $291
Total amount of fees paid to insurance companyUSD $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 BrokerUSD $291
Insurance broker organization code?3
Insurance broker nameJAMES IZETT - IFG
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number916131-01
Policy instance 1
Insurance contract or identification number916131-01
Number of Individuals Covered22
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $6,340
Total amount of fees paid to insurance companyUSD $0
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 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 $4,568
Insurance broker organization code?3
Insurance broker nameJAMES IZETT - IFG LLC
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number878654
Policy instance 1
Insurance contract or identification number878654
Number of Individuals Covered23
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $4,380
Total amount of fees paid to insurance companyUSD $0
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 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 $4,380
Insurance broker organization code?3
Insurance broker nameFINANCIAL TELESIS INC/ JHW
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number308613197
Policy instance 2
Insurance contract or identification number308613197
Number of Individuals Covered1
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Insurance broker organization code?3
Insurance broker nameAL CULBRETH
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number916131-01
Policy instance 4
Insurance contract or identification number916131-01
Number of Individuals Covered23
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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 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 nameJAMES IZETT
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number309024494
Policy instance 3
Insurance contract or identification number309024494
Number of Individuals Covered1
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Insurance broker organization code?3
Insurance broker nameAL CULBRETH
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number878654
Policy instance 1
Insurance contract or identification number878654
Number of Individuals Covered24
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $4,881
Total amount of fees paid to insurance companyUSD $0
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 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 $2,387
Insurance broker organization code?3
Insurance broker nameAXA ADVISORS LLC
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number309024494
Policy instance 3
Insurance contract or identification number309024494
Number of Individuals Covered1
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Insurance broker organization code?3
Insurance broker nameAL CULBRETH
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number308613197
Policy instance 2
Insurance contract or identification number308613197
Number of Individuals Covered1
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Insurance broker organization code?3
Insurance broker nameAL CULBRETH
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number308613197
Policy instance 2
Insurance contract or identification number308613197
Number of Individuals Covered1
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
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 number309024494
Policy instance 3
Insurance contract or identification number309024494
Number of Individuals Covered1
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
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 number878654
Policy instance 1
Insurance contract or identification number878654
Number of Individuals Covered36
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $5,079
Total amount of fees paid to insurance companyUSD $0
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 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

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