RICHARD C. MOUNTAIN has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan MOUNTAIN INSURANCE AGENCY SELF-EMPLOYED RETIREMENT PLAN
401k plan membership statisitcs for MOUNTAIN INSURANCE AGENCY SELF-EMPLOYED RETIREMENT PLAN
| Measure | Date | Value |
|---|
| 2023: MOUNTAIN INSURANCE AGENCY SELF-EMPLOYED RETIREMENT PLAN 2023 401k membership |
|---|
| Total participants, beginning-of-year | 2023-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2023-01-01 | 0 |
| 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 | 0 |
| Total of all active and inactive participants | 2023-01-01 | 0 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2023-01-01 | 0 |
| Total participants | 2023-01-01 | 0 |
| Number of participants with account balances | 2023-01-01 | 0 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2023-01-01 | 0 |
| 2022: MOUNTAIN INSURANCE AGENCY SELF-EMPLOYED RETIREMENT PLAN 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 0 |
| 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 | 2 |
| Total of all active and inactive participants | 2022-01-01 | 2 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
| Total participants | 2022-01-01 | 2 |
| Number of participants with account balances | 2022-01-01 | 2 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
| 2021: MOUNTAIN INSURANCE AGENCY SELF-EMPLOYED RETIREMENT PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 2 |
| Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 0 |
| Total of all active and inactive participants | 2021-01-01 | 2 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
| Total participants | 2021-01-01 | 2 |
| Number of participants with account balances | 2021-01-01 | 2 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
| 2020: MOUNTAIN INSURANCE AGENCY SELF-EMPLOYED RETIREMENT PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 2 |
| Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 0 |
| Total of all active and inactive participants | 2020-01-01 | 2 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
| Total participants | 2020-01-01 | 2 |
| Number of participants with account balances | 2020-01-01 | 2 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
| 2019: MOUNTAIN INSURANCE AGENCY SELF-EMPLOYED RETIREMENT PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 2 |
| Total of all active and inactive participants | 2019-01-01 | 2 |
| Total participants | 2019-01-01 | 2 |
| Number of participants with account balances | 2019-01-01 | 2 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
| 2018: MOUNTAIN INSURANCE AGENCY SELF-EMPLOYED RETIREMENT PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 2 |
| Total of all active and inactive participants | 2018-01-01 | 2 |
| Total participants | 2018-01-01 | 2 |
| Number of participants with account balances | 2018-01-01 | 2 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
| 2017: MOUNTAIN INSURANCE AGENCY SELF-EMPLOYED RETIREMENT PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 2 |
| Total of all active and inactive participants | 2017-01-01 | 2 |
| Total participants | 2017-01-01 | 2 |
| Number of participants with account balances | 2017-01-01 | 2 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
| 2016: MOUNTAIN INSURANCE AGENCY SELF-EMPLOYED RETIREMENT PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 2 |
| Total of all active and inactive participants | 2016-01-01 | 2 |
| Total participants | 2016-01-01 | 2 |
| Number of participants with account balances | 2016-01-01 | 2 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
| 2015: MOUNTAIN INSURANCE AGENCY SELF-EMPLOYED RETIREMENT PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 2 |
| Total of all active and inactive participants | 2015-01-01 | 2 |
| Total participants | 2015-01-01 | 2 |
| Number of participants with account balances | 2015-01-01 | 2 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
| 2014: MOUNTAIN INSURANCE AGENCY SELF-EMPLOYED RETIREMENT PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 2 |
| Total of all active and inactive participants | 2014-01-01 | 2 |
| Total participants | 2014-01-01 | 2 |
| Number of participants with account balances | 2014-01-01 | 2 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
| 2013: MOUNTAIN INSURANCE AGENCY SELF-EMPLOYED RETIREMENT PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 2 |
| Total of all active and inactive participants | 2013-01-01 | 2 |
| Total participants | 2013-01-01 | 2 |
| Number of participants with account balances | 2013-01-01 | 2 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
| 2012: MOUNTAIN INSURANCE AGENCY SELF-EMPLOYED RETIREMENT PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 2 |
| Total of all active and inactive participants | 2012-01-01 | 2 |
| Total participants | 2012-01-01 | 2 |
| Number of participants with account balances | 2012-01-01 | 2 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
| 2011: MOUNTAIN INSURANCE AGENCY SELF-EMPLOYED RETIREMENT PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 2 |
| Total of all active and inactive participants | 2011-01-01 | 2 |
| Total participants | 2011-01-01 | 2 |
| Number of participants with account balances | 2011-01-01 | 2 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
| 2009: MOUNTAIN INSURANCE AGENCY SELF-EMPLOYED RETIREMENT PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 2 |
| Total of all active and inactive participants | 2009-01-01 | 2 |
| Total participants | 2009-01-01 | 2 |
| Number of participants with account balances | 2009-01-01 | 2 |
| Measure | Date | Value |
|---|
| 2023 : MOUNTAIN INSURANCE AGENCY SELF-EMPLOYED RETIREMENT PLAN 2023 401k financial data |
|---|
| Total income from all sources | 2023-12-31 | $2,276 |
| Expenses. Total of all expenses incurred | 2023-12-31 | $201,814 |
| Benefits paid (including direct rollovers) | 2023-12-31 | $201,814 |
| Total plan assets at end of year | 2023-12-31 | $0 |
| Total plan assets at beginning of year | 2023-12-31 | $199,538 |
| Other income received | 2023-12-31 | $2,276 |
| Net income (gross income less expenses) | 2023-12-31 | $-199,538 |
| Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $199,538 |
| 2022 : MOUNTAIN INSURANCE AGENCY SELF-EMPLOYED RETIREMENT PLAN 2022 401k financial data |
|---|
| Total income from all sources | 2022-12-31 | $6,748 |
| Total plan assets at end of year | 2022-12-31 | $199,538 |
| Total plan assets at beginning of year | 2022-12-31 | $192,790 |
| Other income received | 2022-12-31 | $6,748 |
| Net income (gross income less expenses) | 2022-12-31 | $6,748 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $199,538 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $192,790 |
| 2021 : MOUNTAIN INSURANCE AGENCY SELF-EMPLOYED RETIREMENT PLAN 2021 401k financial data |
|---|
| Total income from all sources | 2021-12-31 | $6,519 |
| Total plan assets at end of year | 2021-12-31 | $192,790 |
| Total plan assets at beginning of year | 2021-12-31 | $186,271 |
| Other income received | 2021-12-31 | $6,519 |
| Net income (gross income less expenses) | 2021-12-31 | $6,519 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $192,790 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $186,271 |
| 2020 : MOUNTAIN INSURANCE AGENCY SELF-EMPLOYED RETIREMENT PLAN 2020 401k financial data |
|---|
| Total income from all sources | 2020-12-31 | $6,299 |
| Total plan assets at end of year | 2020-12-31 | $186,271 |
| Total plan assets at beginning of year | 2020-12-31 | $179,972 |
| Other income received | 2020-12-31 | $6,299 |
| Net income (gross income less expenses) | 2020-12-31 | $6,299 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $186,271 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $179,972 |
| 2019 : MOUNTAIN INSURANCE AGENCY SELF-EMPLOYED RETIREMENT PLAN 2019 401k financial data |
|---|
| Total plan liabilities at beginning of year | 2019-12-31 | $0 |
| Total income from all sources | 2019-12-31 | $6,086 |
| Total plan assets at end of year | 2019-12-31 | $179,972 |
| Total plan assets at beginning of year | 2019-12-31 | $173,886 |
| Other income received | 2019-12-31 | $6,086 |
| Net income (gross income less expenses) | 2019-12-31 | $6,086 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $179,972 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $173,886 |
| 2018 : MOUNTAIN INSURANCE AGENCY SELF-EMPLOYED RETIREMENT PLAN 2018 401k financial data |
|---|
| Total plan liabilities at beginning of year | 2018-12-31 | $0 |
| Total income from all sources | 2018-12-31 | $5,881 |
| Total plan assets at end of year | 2018-12-31 | $173,886 |
| Total plan assets at beginning of year | 2018-12-31 | $168,005 |
| Other income received | 2018-12-31 | $5,881 |
| Net income (gross income less expenses) | 2018-12-31 | $5,881 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $173,886 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $168,005 |
| 2017 : MOUNTAIN INSURANCE AGENCY SELF-EMPLOYED RETIREMENT PLAN 2017 401k financial data |
|---|
| Total plan liabilities at beginning of year | 2017-12-31 | $0 |
| Total income from all sources | 2017-12-31 | $5,681 |
| Total plan assets at end of year | 2017-12-31 | $168,005 |
| Total plan assets at beginning of year | 2017-12-31 | $162,324 |
| Other income received | 2017-12-31 | $5,681 |
| Net income (gross income less expenses) | 2017-12-31 | $5,681 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $168,005 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $162,324 |
| 2016 : MOUNTAIN INSURANCE AGENCY SELF-EMPLOYED RETIREMENT PLAN 2016 401k financial data |
|---|
| Total plan liabilities at beginning of year | 2016-12-31 | $0 |
| Total income from all sources | 2016-12-31 | $5,489 |
| Total plan assets at end of year | 2016-12-31 | $162,324 |
| Total plan assets at beginning of year | 2016-12-31 | $156,835 |
| Other income received | 2016-12-31 | $5,489 |
| Net income (gross income less expenses) | 2016-12-31 | $5,489 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $162,324 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $156,835 |
| 2015 : MOUNTAIN INSURANCE AGENCY SELF-EMPLOYED RETIREMENT PLAN 2015 401k financial data |
|---|
| Total plan liabilities at beginning of year | 2015-12-31 | $0 |
| Total income from all sources | 2015-12-31 | $5,304 |
| Total plan assets at end of year | 2015-12-31 | $156,835 |
| Total plan assets at beginning of year | 2015-12-31 | $151,531 |
| Other income received | 2015-12-31 | $5,304 |
| Net income (gross income less expenses) | 2015-12-31 | $5,304 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $156,835 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $151,531 |
| 2014 : MOUNTAIN INSURANCE AGENCY SELF-EMPLOYED RETIREMENT PLAN 2014 401k financial data |
|---|
| Total plan liabilities at beginning of year | 2014-12-31 | $0 |
| Total income from all sources | 2014-12-31 | $5,124 |
| Total plan assets at end of year | 2014-12-31 | $151,531 |
| Total plan assets at beginning of year | 2014-12-31 | $146,407 |
| Other income received | 2014-12-31 | $5,124 |
| Net income (gross income less expenses) | 2014-12-31 | $5,124 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $151,531 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $146,407 |
| 2013 : MOUNTAIN INSURANCE AGENCY SELF-EMPLOYED RETIREMENT PLAN 2013 401k financial data |
|---|
| Total plan liabilities at beginning of year | 2013-12-31 | $0 |
| Total income from all sources | 2013-12-31 | $4,951 |
| Total plan assets at end of year | 2013-12-31 | $146,407 |
| Total plan assets at beginning of year | 2013-12-31 | $141,456 |
| Other income received | 2013-12-31 | $4,951 |
| Net income (gross income less expenses) | 2013-12-31 | $4,951 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $146,407 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $141,456 |
| 2012 : MOUNTAIN INSURANCE AGENCY SELF-EMPLOYED RETIREMENT PLAN 2012 401k financial data |
|---|
| Total plan liabilities at beginning of year | 2012-12-31 | $0 |
| Total income from all sources | 2012-12-31 | $4,783 |
| Total plan assets at end of year | 2012-12-31 | $141,456 |
| Total plan assets at beginning of year | 2012-12-31 | $136,672 |
| Other income received | 2012-12-31 | $4,783 |
| Net income (gross income less expenses) | 2012-12-31 | $4,783 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $141,456 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $136,672 |
| 2011 : MOUNTAIN INSURANCE AGENCY SELF-EMPLOYED RETIREMENT PLAN 2011 401k financial data |
|---|
| Transfers to/from the plan | 2011-12-31 | $22,583 |
| Total plan liabilities at beginning of year | 2011-12-31 | $0 |
| Total income from all sources | 2011-12-31 | $4,256 |
| Total plan assets at end of year | 2011-12-31 | $136,672 |
| Total plan assets at beginning of year | 2011-12-31 | $154,999 |
| Other income received | 2011-12-31 | $4,256 |
| Net income (gross income less expenses) | 2011-12-31 | $4,256 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $136,672 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $154,999 |
| 2010 : MOUNTAIN INSURANCE AGENCY SELF-EMPLOYED RETIREMENT PLAN 2010 401k financial data |
|---|
| Transfers to/from the plan | 2010-12-31 | $96,025 |
| Total plan liabilities at beginning of year | 2010-12-31 | $0 |
| Total income from all sources | 2010-12-31 | $9,347 |
| Total plan assets at end of year | 2010-12-31 | $154,999 |
| Total plan assets at beginning of year | 2010-12-31 | $241,677 |
| Other income received | 2010-12-31 | $9,347 |
| Net income (gross income less expenses) | 2010-12-31 | $9,347 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $154,999 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $241,677 |
| 2023: MOUNTAIN INSURANCE AGENCY SELF-EMPLOYED RETIREMENT PLAN 2023 form 5500 responses |
|---|
| 2023-01-01 | Type of plan entity | Single employer plan |
| 2023-01-01 | This submission is the final filing | Yes |
| 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: MOUNTAIN INSURANCE AGENCY SELF-EMPLOYED RETIREMENT PLAN 2022 form 5500 responses |
|---|
| 2022-01-01 | Type of plan entity | Single employer plan |
| 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: MOUNTAIN INSURANCE AGENCY SELF-EMPLOYED RETIREMENT PLAN 2021 form 5500 responses |
|---|
| 2021-01-01 | Type of plan entity | Single employer plan |
| 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: MOUNTAIN INSURANCE AGENCY SELF-EMPLOYED RETIREMENT PLAN 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Single employer plan |
| 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: MOUNTAIN INSURANCE AGENCY SELF-EMPLOYED RETIREMENT PLAN 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 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: MOUNTAIN INSURANCE AGENCY SELF-EMPLOYED RETIREMENT PLAN 2018 form 5500 responses |
|---|
| 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: MOUNTAIN INSURANCE AGENCY SELF-EMPLOYED RETIREMENT PLAN 2017 form 5500 responses |
|---|
| 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: MOUNTAIN INSURANCE AGENCY SELF-EMPLOYED RETIREMENT PLAN 2016 form 5500 responses |
|---|
| 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: MOUNTAIN INSURANCE AGENCY SELF-EMPLOYED RETIREMENT PLAN 2015 form 5500 responses |
|---|
| 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: MOUNTAIN INSURANCE AGENCY SELF-EMPLOYED RETIREMENT PLAN 2014 form 5500 responses |
|---|
| 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: MOUNTAIN INSURANCE AGENCY SELF-EMPLOYED RETIREMENT PLAN 2013 form 5500 responses |
|---|
| 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: MOUNTAIN INSURANCE AGENCY SELF-EMPLOYED RETIREMENT PLAN 2012 form 5500 responses |
|---|
| 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: MOUNTAIN INSURANCE AGENCY SELF-EMPLOYED RETIREMENT PLAN 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 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 |
| 2009: MOUNTAIN INSURANCE AGENCY SELF-EMPLOYED RETIREMENT PLAN 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Plan funding arrangement – Insurance | Yes |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
| METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 ) |
| Policy contract number | 899708 |
| Policy instance | 1 |
| Insurance contract or identification number | 899708 | | Insurance policy start date | 2023-01-01 | | Insurance policy end date | 2023-12-31 | | 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 |
|
| METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 ) |
| Policy contract number | 899708 |
| Policy instance | 1 |
| Insurance contract or identification number | 899708 | | Number of Individuals Covered | 2 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-12-31 | | 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 |
|
| METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 ) |
| Policy contract number | 899708 |
| Policy instance | 1 |
| Insurance contract or identification number | 899708 | | Number of Individuals Covered | 2 | | Insurance policy start date | 2021-01-01 | | Insurance policy end date | 2021-12-31 | | 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 |
|
| METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 ) |
| Policy contract number | 899708 |
| Policy instance | 1 |
| Insurance contract or identification number | 899708 | | Number of Individuals Covered | 2 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2020-12-31 | | 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 |
|
| METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 ) |
| Policy contract number | 899708 |
| Policy instance | 1 |
| Insurance contract or identification number | 899708 | | Number of Individuals Covered | 2 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 ) |
| Policy contract number | 899708 |
| Policy instance | 1 |
| Insurance contract or identification number | 899708 | | Number of Individuals Covered | 2 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 ) |
| Policy contract number | 899708 |
| Policy instance | 1 |
| Insurance contract or identification number | 899708 | | Number of Individuals Covered | 2 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
