IDAHO CENTER FOR REPRODUCTIVE MEDICINE, PC has sponsored the creation of one or more 401k plans.
Measure | Date | Value |
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2023: ICRM, PC 401(K) PLAN 2023 401k membership |
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Total participants, beginning-of-year | 2023-01-01 | 38 |
Total number of active participants reported on line 7a of the Form 5500 | 2023-01-01 | 35 |
Number of retired or separated participants receiving benefits | 2023-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2023-01-01 | 6 |
Total of all active and inactive participants | 2023-01-01 | 41 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2023-01-01 | 0 |
Total participants | 2023-01-01 | 41 |
Number of participants with account balances | 2023-01-01 | 41 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2023-01-01 | 2 |
2022: ICRM, PC 401(K) PLAN 2022 401k membership |
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Total participants, beginning-of-year | 2022-01-01 | 36 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 28 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 10 |
Total of all active and inactive participants | 2022-01-01 | 38 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 38 |
Number of participants with account balances | 2022-01-01 | 38 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 1 |
2021: ICRM, PC 401(K) PLAN 2021 401k membership |
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Total participants, beginning-of-year | 2021-01-01 | 31 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 25 |
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 | 11 |
Total of all active and inactive participants | 2021-01-01 | 36 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 36 |
Number of participants with account balances | 2021-01-01 | 36 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 2 |
2020: ICRM, PC 401(K) PLAN 2020 401k membership |
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Total participants, beginning-of-year | 2020-01-01 | 29 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 21 |
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 | 10 |
Total of all active and inactive participants | 2020-01-01 | 31 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 31 |
Number of participants with account balances | 2020-01-01 | 31 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 5 |
2019: ICRM, PC 401(K) PLAN 2019 401k membership |
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Total participants, beginning-of-year | 2019-01-01 | 27 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 22 |
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 | 7 |
Total of all active and inactive participants | 2019-01-01 | 29 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 29 |
Number of participants with account balances | 2019-01-01 | 29 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 2 |
2018: ICRM, PC 401(K) PLAN 2018 401k membership |
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Total participants, beginning-of-year | 2018-01-01 | 24 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 22 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
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 | 27 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 27 |
Number of participants with account balances | 2018-01-01 | 27 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: ICRM, PC 401(K) PLAN 2017 401k membership |
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Total participants, beginning-of-year | 2017-01-01 | 25 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 21 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 3 |
Total of all active and inactive participants | 2017-01-01 | 24 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 24 |
Number of participants with account balances | 2017-01-01 | 24 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: ICRM, PC 401(K) PLAN 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 | 20 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
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 | 25 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 25 |
Number of participants with account balances | 2016-01-01 | 24 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 1 |
2015: ICRM, PC 401(K) PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 18 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 16 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 3 |
Total of all active and inactive participants | 2015-01-01 | 19 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 19 |
Number of participants with account balances | 2015-01-01 | 19 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: ICRM, PC 401(K) PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 17 |
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 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 3 |
Total of all active and inactive participants | 2014-01-01 | 18 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 18 |
Number of participants with account balances | 2014-01-01 | 18 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 2 |
Measure | Date | Value |
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2023 : ICRM, PC 401(K) PLAN 2023 401k financial data |
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Total income from all sources | 2023-12-31 | $1,150,691 |
Expenses. Total of all expenses incurred | 2023-12-31 | $94,231 |
Benefits paid (including direct rollovers) | 2023-12-31 | $79,613 |
Total plan assets at end of year | 2023-12-31 | $5,455,182 |
Total plan assets at beginning of year | 2023-12-31 | $4,398,722 |
Value of fidelity bond covering the plan | 2023-12-31 | $500,000 |
Total contributions received or receivable from participants | 2023-12-31 | $227,869 |
Other income received | 2023-12-31 | $820,549 |
Net income (gross income less expenses) | 2023-12-31 | $1,056,460 |
Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $5,455,182 |
Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $4,398,722 |
Assets. Value of participant loans | 2023-12-31 | $20,546 |
Total contributions received or receivable from employer(s) | 2023-12-31 | $102,273 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2023-12-31 | $14,618 |
2022 : ICRM, PC 401(K) PLAN 2022 401k financial data |
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Total income from all sources | 2022-12-31 | $-477,147 |
Expenses. Total of all expenses incurred | 2022-12-31 | $26,782 |
Benefits paid (including direct rollovers) | 2022-12-31 | $12,679 |
Total plan assets at end of year | 2022-12-31 | $4,398,722 |
Total plan assets at beginning of year | 2022-12-31 | $4,902,651 |
Value of fidelity bond covering the plan | 2022-12-31 | $490,266 |
Total contributions received or receivable from participants | 2022-12-31 | $201,263 |
Other income received | 2022-12-31 | $-780,456 |
Net income (gross income less expenses) | 2022-12-31 | $-503,929 |
Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $4,398,722 |
Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $4,902,651 |
Assets. Value of participant loans | 2022-12-31 | $18,129 |
Total contributions received or receivable from employer(s) | 2022-12-31 | $102,046 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $14,103 |
2021 : ICRM, PC 401(K) PLAN 2021 401k financial data |
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Total income from all sources | 2021-12-31 | $1,126,408 |
Expenses. Total of all expenses incurred | 2021-12-31 | $140,013 |
Benefits paid (including direct rollovers) | 2021-12-31 | $127,238 |
Total plan assets at end of year | 2021-12-31 | $4,902,651 |
Total plan assets at beginning of year | 2021-12-31 | $3,916,256 |
Value of fidelity bond covering the plan | 2021-12-31 | $490,266 |
Total contributions received or receivable from participants | 2021-12-31 | $181,265 |
Contributions received from other sources (not participants or employers) | 2021-12-31 | $14,536 |
Other income received | 2021-12-31 | $846,013 |
Net income (gross income less expenses) | 2021-12-31 | $986,395 |
Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $4,902,651 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $3,916,256 |
Assets. Value of participant loans | 2021-12-31 | $7,249 |
Total contributions received or receivable from employer(s) | 2021-12-31 | $84,594 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $12,775 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
2020 : ICRM, PC 401(K) PLAN 2020 401k financial data |
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Total income from all sources | 2020-12-31 | $734,815 |
Expenses. Total of all expenses incurred | 2020-12-31 | $184,645 |
Benefits paid (including direct rollovers) | 2020-12-31 | $174,934 |
Total plan assets at end of year | 2020-12-31 | $3,916,256 |
Total plan assets at beginning of year | 2020-12-31 | $3,366,086 |
Value of fidelity bond covering the plan | 2020-12-31 | $391,626 |
Total contributions received or receivable from participants | 2020-12-31 | $170,640 |
Other income received | 2020-12-31 | $493,481 |
Net income (gross income less expenses) | 2020-12-31 | $550,170 |
Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $3,916,256 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $3,366,086 |
Total contributions received or receivable from employer(s) | 2020-12-31 | $70,694 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $9,711 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
2019 : ICRM, PC 401(K) PLAN 2019 401k financial data |
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Total income from all sources | 2019-12-31 | $934,433 |
Expenses. Total of all expenses incurred | 2019-12-31 | $28,683 |
Benefits paid (including direct rollovers) | 2019-12-31 | $20,052 |
Total plan assets at end of year | 2019-12-31 | $3,366,086 |
Total plan assets at beginning of year | 2019-12-31 | $2,460,336 |
Value of fidelity bond covering the plan | 2019-12-31 | $250,000 |
Total contributions received or receivable from participants | 2019-12-31 | $175,891 |
Contributions received from other sources (not participants or employers) | 2019-12-31 | $48,052 |
Other income received | 2019-12-31 | $634,984 |
Net income (gross income less expenses) | 2019-12-31 | $905,750 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $3,366,086 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $2,460,336 |
Assets. Value of participant loans | 2019-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2019-12-31 | $75,506 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $8,631 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
2018 : ICRM, PC 401(K) PLAN 2018 401k financial data |
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Total income from all sources | 2018-12-31 | $79,209 |
Expenses. Total of all expenses incurred | 2018-12-31 | $30,514 |
Benefits paid (including direct rollovers) | 2018-12-31 | $22,927 |
Total plan assets at end of year | 2018-12-31 | $2,460,336 |
Total plan assets at beginning of year | 2018-12-31 | $2,411,641 |
Value of fidelity bond covering the plan | 2018-12-31 | $250,000 |
Total contributions received or receivable from participants | 2018-12-31 | $168,417 |
Other income received | 2018-12-31 | $-162,117 |
Net income (gross income less expenses) | 2018-12-31 | $48,695 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $2,460,336 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $2,411,641 |
Assets. Value of participant loans | 2018-12-31 | $29,539 |
Total contributions received or receivable from employer(s) | 2018-12-31 | $72,909 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $7,587 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
2017 : ICRM, PC 401(K) PLAN 2017 401k financial data |
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Total income from all sources | 2017-12-31 | $598,948 |
Expenses. Total of all expenses incurred | 2017-12-31 | $52,251 |
Benefits paid (including direct rollovers) | 2017-12-31 | $46,176 |
Total plan assets at end of year | 2017-12-31 | $2,411,641 |
Total plan assets at beginning of year | 2017-12-31 | $1,864,944 |
Value of fidelity bond covering the plan | 2017-12-31 | $250,000 |
Total contributions received or receivable from participants | 2017-12-31 | $152,657 |
Contributions received from other sources (not participants or employers) | 2017-12-31 | $25,977 |
Other income received | 2017-12-31 | $354,790 |
Net income (gross income less expenses) | 2017-12-31 | $546,697 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $2,411,641 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $1,864,944 |
Assets. Value of participant loans | 2017-12-31 | $16,323 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $65,524 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $6,075 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
2016 : ICRM, PC 401(K) PLAN 2016 401k financial data |
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Total income from all sources | 2016-12-31 | $374,686 |
Expenses. Total of all expenses incurred | 2016-12-31 | $55,924 |
Benefits paid (including direct rollovers) | 2016-12-31 | $50,913 |
Total plan assets at end of year | 2016-12-31 | $1,864,944 |
Total plan assets at beginning of year | 2016-12-31 | $1,546,182 |
Value of fidelity bond covering the plan | 2016-12-31 | $250,000 |
Total contributions received or receivable from participants | 2016-12-31 | $152,173 |
Other income received | 2016-12-31 | $160,320 |
Net income (gross income less expenses) | 2016-12-31 | $318,762 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $1,864,944 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $1,546,182 |
Assets. Value of participant loans | 2016-12-31 | $5,832 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $62,193 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $5,011 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
2015 : ICRM, PC 401(K) PLAN 2015 401k financial data |
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Total income from all sources | 2015-12-31 | $158,011 |
Expenses. Total of all expenses incurred | 2015-12-31 | $197,719 |
Benefits paid (including direct rollovers) | 2015-12-31 | $192,829 |
Total plan assets at end of year | 2015-12-31 | $1,546,182 |
Total plan assets at beginning of year | 2015-12-31 | $1,585,890 |
Value of fidelity bond covering the plan | 2015-12-31 | $250,000 |
Total contributions received or receivable from participants | 2015-12-31 | $131,091 |
Contributions received from other sources (not participants or employers) | 2015-12-31 | $5,000 |
Other income received | 2015-12-31 | $-27,807 |
Net income (gross income less expenses) | 2015-12-31 | $-39,708 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $1,546,182 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $1,585,890 |
Assets. Value of participant loans | 2015-12-31 | $9,147 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $49,727 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $4,890 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
2014 : ICRM, PC 401(K) PLAN 2014 401k financial data |
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Transfers to/from the plan | 2014-12-31 | $1,324,749 |
Total income from all sources | 2014-12-31 | $274,643 |
Expenses. Total of all expenses incurred | 2014-12-31 | $13,502 |
Benefits paid (including direct rollovers) | 2014-12-31 | $10,362 |
Total plan assets at end of year | 2014-12-31 | $1,585,890 |
Value of fidelity bond covering the plan | 2014-12-31 | $250,000 |
Total contributions received or receivable from participants | 2014-12-31 | $116,141 |
Other income received | 2014-12-31 | $110,316 |
Net income (gross income less expenses) | 2014-12-31 | $261,141 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $1,585,890 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $0 |
Assets. Value of participant loans | 2014-12-31 | $52,993 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $48,186 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $3,140 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
2023: ICRM, PC 401(K) PLAN 2023 form 5500 responses |
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2023-01-01 | Type of plan entity | Single employer plan |
2023-01-01 | Submission has been amended | No |
2023-01-01 | This submission is the final filing | No |
2023-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2023-01-01 | Plan is a collectively bargained plan | No |
2023-01-01 | Plan funding arrangement – Insurance | Yes |
2023-01-01 | Plan funding arrangement – Trust | Yes |
2023-01-01 | Plan benefit arrangement – Insurance | Yes |
2023-01-01 | Plan benefit arrangement - Trust | Yes |
2022: ICRM, PC 401(K) PLAN 2022 form 5500 responses |
---|
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Submission has been amended | No |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Insurance | Yes |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement – Insurance | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: ICRM, PC 401(K) PLAN 2021 form 5500 responses |
---|
2021-01-01 | Type of plan entity | Single 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 – Insurance | Yes |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement – Insurance | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: ICRM, PC 401(K) PLAN 2020 form 5500 responses |
---|
2020-01-01 | Type of plan entity | Single 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 – Insurance | Yes |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement – Insurance | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: ICRM, PC 401(K) PLAN 2019 form 5500 responses |
---|
2019-01-01 | Type of plan entity | Single 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 – Insurance | Yes |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement – Insurance | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: ICRM, PC 401(K) PLAN 2018 form 5500 responses |
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2018-01-01 | Type of plan entity | Single 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 – 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: ICRM, PC 401(K) PLAN 2017 form 5500 responses |
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2017-01-01 | Type of plan entity | Single 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 – 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: ICRM, PC 401(K) PLAN 2016 form 5500 responses |
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2016-01-01 | Type of plan entity | Single 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 – 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: ICRM, PC 401(K) PLAN 2015 form 5500 responses |
---|
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
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: ICRM, PC 401(K) PLAN 2014 form 5500 responses |
---|
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | First time form 5500 has been submitted | Yes |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
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 |
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 ) |
Policy contract number | 370210-01 |
Policy instance | 1 |
Insurance contract or identification number | 370210-01 | Number of Individuals Covered | 5 | Insurance policy start date | 2023-01-01 | Insurance policy end date | 2023-12-31 | 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? | Yes | 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 |
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GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 ) |
Policy contract number | 370210-01 |
Policy instance | 1 |
Insurance contract or identification number | 370210-01 | Number of Individuals Covered | 2 | Insurance policy start date | 2022-01-01 | Insurance policy end date | 2022-12-31 | 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? | Yes | 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 |
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GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 ) |
Policy contract number | 370210-01 |
Policy instance | 1 |
Insurance contract or identification number | 370210-01 | Number of Individuals Covered | 1 | Insurance policy start date | 2021-01-01 | Insurance policy end date | 2021-12-31 | 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? | Yes | 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 |
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GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 ) |
Policy contract number | 370210-01 |
Policy instance | 1 |
Insurance contract or identification number | 370210-01 | Number of Individuals Covered | 0 | Insurance policy start date | 2020-01-01 | Insurance policy end date | 2020-12-31 | 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? | Yes | 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 |
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GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 ) |
Policy contract number | 370210-01 |
Policy instance | 1 |
Insurance contract or identification number | 370210-01 | Number of Individuals Covered | 1 | Insurance policy start date | 2019-01-01 | Insurance policy end date | 2019-12-31 | 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? | Yes | 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 |
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GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 ) |
Policy contract number | 370210-01 |
Policy instance | 1 |
Insurance contract or identification number | 370210-01 | Number of Individuals Covered | 2 | Insurance policy start date | 2018-01-01 | Insurance policy end date | 2018-12-31 | Total amount of commissions paid to insurance broker | USD $15 | Total amount of fees paid to insurance company | USD $0 | 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? | Yes | 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 $15 | Insurance broker organization code? | 3 |
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GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 ) |
Policy contract number | 370210-01 |
Policy instance | 1 |
Insurance contract or identification number | 370210-01 | 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 $12 | Total amount of fees paid to insurance company | USD $0 | 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? | Yes | 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 $12 | Insurance broker organization code? | 3 | Insurance broker name | RAYMOND JAMES FINANCIAL SERVICES |
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GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 ) |
Policy contract number | 370210-01 |
Policy instance | 1 |
Insurance contract or identification number | 370210-01 | Number of Individuals Covered | 0 | Insurance policy start date | 2015-01-01 | Insurance policy end date | 2015-12-31 | Total amount of commissions paid to insurance broker | USD $2 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | No | 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? | Yes | 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 | Insurance broker organization code? | 3 | Insurance broker name | RAYMOND JAMES FINANCIAL SERVICES |
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GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 ) |
Policy contract number | 370210-01 |
Policy instance | 1 |
Insurance contract or identification number | 370210-01 | Number of Individuals Covered | 18 | Insurance policy start date | 2014-01-01 | Insurance policy end date | 2014-12-31 | Total amount of commissions paid to insurance broker | USD $1 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | No | 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? | Yes | 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 | Insurance broker organization code? | 3 | Insurance broker name | RAYMOND JAMES FINANCIAL SERVICES |
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