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UNION COUNTY COMMUNITY FOUNDATION 403(B) PLAN 401k Plan overview

Plan NameUNION COUNTY COMMUNITY FOUNDATION 403(B) PLAN
Plan identification number 001

UNION COUNTY COMMUNITY FOUNDATION 403(B) PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.

401k Sponsoring company profile

UNION COUNTY COMMUNITY FOUNDATION has sponsored the creation of one or more 401k plans.

Company Name:UNION COUNTY COMMUNITY FOUNDATION
Employer identification number (EIN):311500805
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UNION COUNTY COMMUNITY FOUNDATION 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01JEAN HADLEY
0012017-01-01ELISE DRAKE
0012016-01-01ELISE DRAKE
0012015-01-01ELISE DRAKE
0012014-01-01ELISE DRAKE
0012013-01-01ELISE DRAKE
0012012-01-01ELISE DRAKE
0012011-01-01ELISE DRAKE
0012009-01-01ELISE DRAKE
0012008-01-01
0012008-01-01 2010-07-29

Plan Statistics for UNION COUNTY COMMUNITY FOUNDATION 403(B) PLAN

401k plan membership statisitcs for UNION COUNTY COMMUNITY FOUNDATION 403(B) PLAN

Measure Date Value
2022: UNION COUNTY COMMUNITY FOUNDATION 403(B) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-012
Total number of active participants reported on line 7a of the Form 55002022-01-012
Total of all active and inactive participants2022-01-012
Total participants2022-01-012
Number of participants with account balances2022-01-012
2021: UNION COUNTY COMMUNITY FOUNDATION 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-013
Total number of active participants reported on line 7a of the Form 55002021-01-012
Total of all active and inactive participants2021-01-012
Total participants2021-01-012
Number of participants with account balances2021-01-012
2020: UNION COUNTY COMMUNITY FOUNDATION 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-013
Total number of active participants reported on line 7a of the Form 55002020-01-013
Total of all active and inactive participants2020-01-013
Total participants2020-01-013
Number of participants with account balances2020-01-013
2019: UNION COUNTY COMMUNITY FOUNDATION 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-012
Total number of active participants reported on line 7a of the Form 55002019-01-013
Total of all active and inactive participants2019-01-013
Total participants2019-01-013
Number of participants with account balances2019-01-013
2018: UNION COUNTY COMMUNITY FOUNDATION 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-012
Number of other retired or separated participants entitled to future benefits2018-01-012
Total of all active and inactive participants2018-01-012
Total participants2018-01-012
2017: UNION COUNTY COMMUNITY FOUNDATION 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-012
Total number of active participants reported on line 7a of the Form 55002017-01-012
Total of all active and inactive participants2017-01-012
Total participants2017-01-012
2016: UNION COUNTY COMMUNITY FOUNDATION 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-012
Total number of active participants reported on line 7a of the Form 55002016-01-012
Total of all active and inactive participants2016-01-012
Total participants2016-01-012
Number of participants with account balances2016-01-012
2015: UNION COUNTY COMMUNITY FOUNDATION 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-012
Total number of active participants reported on line 7a of the Form 55002015-01-012
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-012
Number of participants with account balances2015-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: UNION COUNTY COMMUNITY FOUNDATION 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-012
Total number of active participants reported on line 7a of the Form 55002014-01-012
Total of all active and inactive participants2014-01-012
Total participants2014-01-012
Number of participants with account balances2014-01-012
2013: UNION COUNTY COMMUNITY FOUNDATION 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-012
Total number of active participants reported on line 7a of the Form 55002013-01-012
Total of all active and inactive participants2013-01-012
Total participants2013-01-012
Number of participants with account balances2013-01-012
2012: UNION COUNTY COMMUNITY FOUNDATION 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-012
Total number of active participants reported on line 7a of the Form 55002012-01-012
Total of all active and inactive participants2012-01-012
Total participants2012-01-012
Number of participants with account balances2012-01-012
2011: UNION COUNTY COMMUNITY FOUNDATION 403(B) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-012
Total number of active participants reported on line 7a of the Form 55002011-01-012
Total of all active and inactive participants2011-01-012
Total participants2011-01-012
Number of participants with account balances2011-01-012
2009: UNION COUNTY COMMUNITY FOUNDATION 403(B) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-012
Total number of active participants reported on line 7a of the Form 55002009-01-012
Total of all active and inactive participants2009-01-012
Total participants2009-01-012
Number of participants with account balances2009-01-012

Financial Data on UNION COUNTY COMMUNITY FOUNDATION 403(B) PLAN

Measure Date Value
2022 : UNION COUNTY COMMUNITY FOUNDATION 403(B) PLAN 2022 401k financial data
Total income from all sources2022-12-31$991
Expenses. Total of all expenses incurred2022-12-31$30
Total plan assets at end of year2022-12-31$72,499
Total plan assets at beginning of year2022-12-31$71,538
Value of fidelity bond covering the plan2022-12-31$500,000
Total contributions received or receivable from participants2022-12-31$4,630
Other income received2022-12-31$-8,269
Net income (gross income less expenses)2022-12-31$961
Net plan assets at end of year (total assets less liabilities)2022-12-31$72,499
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$71,538
Total contributions received or receivable from employer(s)2022-12-31$4,630
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$30
2021 : UNION COUNTY COMMUNITY FOUNDATION 403(B) PLAN 2021 401k financial data
Transfers to/from the plan2021-12-31$-230,440
Total income from all sources2021-12-31$43,765
Expenses. Total of all expenses incurred2021-12-31$30
Total plan assets at end of year2021-12-31$71,538
Total plan assets at beginning of year2021-12-31$258,243
Value of fidelity bond covering the plan2021-12-31$500,000
Total contributions received or receivable from participants2021-12-31$4,269
Other income received2021-12-31$35,227
Net income (gross income less expenses)2021-12-31$43,735
Net plan assets at end of year (total assets less liabilities)2021-12-31$71,538
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$258,243
Total contributions received or receivable from employer(s)2021-12-31$4,269
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$30
2020 : UNION COUNTY COMMUNITY FOUNDATION 403(B) PLAN 2020 401k financial data
Total income from all sources2020-12-31$10,024
Expenses. Total of all expenses incurred2020-12-31$30
Total plan assets at end of year2020-12-31$258,215
Total plan assets at beginning of year2020-12-31$248,221
Value of fidelity bond covering the plan2020-12-31$10,000
Total contributions received or receivable from participants2020-12-31$4,672
Other income received2020-12-31$680
Net income (gross income less expenses)2020-12-31$9,994
Net plan assets at end of year (total assets less liabilities)2020-12-31$258,215
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$248,221
Total contributions received or receivable from employer(s)2020-12-31$4,672
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$30
2019 : UNION COUNTY COMMUNITY FOUNDATION 403(B) PLAN 2019 401k financial data
Total income from all sources2019-12-31$56,578
Total plan assets at end of year2019-12-31$248,221
Total plan assets at beginning of year2019-12-31$191,643
Value of fidelity bond covering the plan2019-12-31$10,000
Total contributions received or receivable from participants2019-12-31$4,128
Other income received2019-12-31$48,322
Net income (gross income less expenses)2019-12-31$56,578
Net plan assets at end of year (total assets less liabilities)2019-12-31$248,221
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$191,643
Total contributions received or receivable from employer(s)2019-12-31$4,128
2018 : UNION COUNTY COMMUNITY FOUNDATION 403(B) PLAN 2018 401k financial data
Total income from all sources2018-12-31$-5,883
Total plan assets at end of year2018-12-31$191,643
Total plan assets at beginning of year2018-12-31$197,526
Value of fidelity bond covering the plan2018-12-31$10,000
Total contributions received or receivable from participants2018-12-31$11,338
Other income received2018-12-31$-20,800
Net income (gross income less expenses)2018-12-31$-5,883
Net plan assets at end of year (total assets less liabilities)2018-12-31$191,643
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$197,526
Total contributions received or receivable from employer(s)2018-12-31$3,579
2017 : UNION COUNTY COMMUNITY FOUNDATION 403(B) PLAN 2017 401k financial data
Total income from all sources2017-12-31$42,092
Total plan assets at end of year2017-12-31$197,526
Total plan assets at beginning of year2017-12-31$155,434
Value of fidelity bond covering the plan2017-12-31$10,000
Total contributions received or receivable from participants2017-12-31$9,936
Other income received2017-12-31$28,786
Net income (gross income less expenses)2017-12-31$42,092
Net plan assets at end of year (total assets less liabilities)2017-12-31$197,526
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$155,434
Total contributions received or receivable from employer(s)2017-12-31$3,370
2016 : UNION COUNTY COMMUNITY FOUNDATION 403(B) PLAN 2016 401k financial data
Total income from all sources2016-12-31$27,703
Expenses. Total of all expenses incurred2016-12-31$30
Total plan assets at end of year2016-12-31$155,434
Total plan assets at beginning of year2016-12-31$127,761
Value of fidelity bond covering the plan2016-12-31$10,000
Total contributions received or receivable from participants2016-12-31$11,060
Other income received2016-12-31$12,978
Net income (gross income less expenses)2016-12-31$27,673
Net plan assets at end of year (total assets less liabilities)2016-12-31$155,434
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$127,761
Total contributions received or receivable from employer(s)2016-12-31$3,665
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$30
2015 : UNION COUNTY COMMUNITY FOUNDATION 403(B) PLAN 2015 401k financial data
Total income from all sources2015-12-31$9,164
Expenses. Total of all expenses incurred2015-12-31$30
Total plan assets at end of year2015-12-31$127,761
Total plan assets at beginning of year2015-12-31$118,627
Value of fidelity bond covering the plan2015-12-31$10,000
Total contributions received or receivable from participants2015-12-31$9,158
Other income received2015-12-31$-3,410
Net income (gross income less expenses)2015-12-31$9,134
Net plan assets at end of year (total assets less liabilities)2015-12-31$127,761
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$118,627
Total contributions received or receivable from employer(s)2015-12-31$3,416
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$30
2014 : UNION COUNTY COMMUNITY FOUNDATION 403(B) PLAN 2014 401k financial data
Total income from all sources2014-12-31$19,500
Expenses. Total of all expenses incurred2014-12-31$30
Total plan assets at end of year2014-12-31$118,627
Total plan assets at beginning of year2014-12-31$99,157
Value of fidelity bond covering the plan2014-12-31$10,000
Total contributions received or receivable from participants2014-12-31$8,341
Other income received2014-12-31$7,566
Net income (gross income less expenses)2014-12-31$19,470
Net plan assets at end of year (total assets less liabilities)2014-12-31$118,627
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$99,157
Total contributions received or receivable from employer(s)2014-12-31$3,593
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$30
2013 : UNION COUNTY COMMUNITY FOUNDATION 403(B) PLAN 2013 401k financial data
Total income from all sources2013-12-31$28,395
Expenses. Total of all expenses incurred2013-12-31$30
Total plan assets at end of year2013-12-31$99,157
Total plan assets at beginning of year2013-12-31$70,792
Value of fidelity bond covering the plan2013-12-31$10,000
Total contributions received or receivable from participants2013-12-31$5,577
Other income received2013-12-31$19,935
Net income (gross income less expenses)2013-12-31$28,365
Net plan assets at end of year (total assets less liabilities)2013-12-31$99,157
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$70,792
Total contributions received or receivable from employer(s)2013-12-31$2,883
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$30
2012 : UNION COUNTY COMMUNITY FOUNDATION 403(B) PLAN 2012 401k financial data
Total income from all sources2012-12-31$14,038
Expenses. Total of all expenses incurred2012-12-31$30
Total plan assets at end of year2012-12-31$70,792
Total plan assets at beginning of year2012-12-31$56,784
Value of fidelity bond covering the plan2012-12-31$10,000
Total contributions received or receivable from participants2012-12-31$4,357
Other income received2012-12-31$6,643
Net income (gross income less expenses)2012-12-31$14,008
Net plan assets at end of year (total assets less liabilities)2012-12-31$70,792
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$56,784
Total contributions received or receivable from employer(s)2012-12-31$3,038
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$30
2011 : UNION COUNTY COMMUNITY FOUNDATION 403(B) PLAN 2011 401k financial data
Total income from all sources2011-12-31$6,842
Expenses. Total of all expenses incurred2011-12-31$30
Total plan assets at end of year2011-12-31$56,784
Total plan assets at beginning of year2011-12-31$49,972
Value of fidelity bond covering the plan2011-12-31$10,000
Total contributions received or receivable from participants2011-12-31$5,481
Other income received2011-12-31$-1,851
Net income (gross income less expenses)2011-12-31$6,812
Net plan assets at end of year (total assets less liabilities)2011-12-31$56,784
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$49,972
Total contributions received or receivable from employer(s)2011-12-31$3,212
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$30
2010 : UNION COUNTY COMMUNITY FOUNDATION 403(B) PLAN 2010 401k financial data
Total income from all sources2010-12-31$11,380
Expenses. Total of all expenses incurred2010-12-31$30
Total plan assets at end of year2010-12-31$49,972
Total plan assets at beginning of year2010-12-31$38,622
Total contributions received or receivable from participants2010-12-31$4,031
Other income received2010-12-31$4,735
Net income (gross income less expenses)2010-12-31$11,350
Net plan assets at end of year (total assets less liabilities)2010-12-31$49,972
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$38,622
Total contributions received or receivable from employer(s)2010-12-31$2,614
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$30

Form 5500 Responses for UNION COUNTY COMMUNITY FOUNDATION 403(B) PLAN

2022: UNION COUNTY COMMUNITY FOUNDATION 403(B) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: UNION COUNTY COMMUNITY FOUNDATION 403(B) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: UNION COUNTY COMMUNITY FOUNDATION 403(B) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: UNION COUNTY COMMUNITY FOUNDATION 403(B) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: UNION COUNTY COMMUNITY FOUNDATION 403(B) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: UNION COUNTY COMMUNITY FOUNDATION 403(B) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: UNION COUNTY COMMUNITY FOUNDATION 403(B) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: UNION COUNTY COMMUNITY FOUNDATION 403(B) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: UNION COUNTY COMMUNITY FOUNDATION 403(B) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: UNION COUNTY COMMUNITY FOUNDATION 403(B) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: UNION COUNTY COMMUNITY FOUNDATION 403(B) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: UNION COUNTY COMMUNITY FOUNDATION 403(B) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: UNION COUNTY COMMUNITY FOUNDATION 403(B) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes
2008: UNION COUNTY COMMUNITY FOUNDATION 403(B) PLAN 2008 form 5500 responses
2008-01-01First time form 5500 has been submittedYes
2008-01-01Submission has been amendedYes
2008-01-01This submission is the final filingNo
2008-01-01Plan funding arrangement – TrustYes
2008-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number812300
Policy instance 1
Insurance contract or identification number812300
Number of Individuals Covered2
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $112
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type 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 $112
Insurance broker organization code?3
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number812300
Policy instance 1
Insurance contract or identification number812300
Number of Individuals Covered2
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $163
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type 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 $163
Insurance broker organization code?3
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number812300
Policy instance 1
Insurance contract or identification number812300
Number of Individuals Covered3
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $246
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees246
Insurance broker organization code?3
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number812300
Policy instance 1
Insurance contract or identification number812300
Number of Individuals Covered3
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $392
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees392
Insurance broker organization code?3
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number812300
Policy instance 1
Insurance contract or identification number812300
Number of Individuals Covered2
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $426
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $426
Insurance broker organization code?3
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number812300
Policy instance 1
Insurance contract or identification number812300
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $367
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $367
Insurance broker organization code?3
Insurance broker nameJ. JOHNSTON, CHFC, CLU
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number812300
Policy instance 1
Insurance contract or identification number812300
Number of Individuals Covered2
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number812300
Policy instance 1
Insurance contract or identification number812300
Number of Individuals Covered2
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $395
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 $395
Insurance broker organization code?3
Insurance broker nameJ.JOHNSTON
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number812300
Policy instance 1
Insurance contract or identification number812300
Number of Individuals Covered2
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $284
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 $284
Insurance broker organization code?3
Insurance broker nameJ.JOHNSTON
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number812300
Policy instance 1
Insurance contract or identification number812300
Number of Individuals Covered2
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $181
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 $181
Insurance broker organization code?3
Insurance broker nameJ.JOHNSTON
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number812300
Policy instance 1
Insurance contract or identification number812300
Number of Individuals Covered2
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $299
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 number812300
Policy instance 1
Insurance contract or identification number812300
Number of Individuals Covered2
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $200
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 $200
Insurance broker organization code?3
Insurance broker nameJ.JOHNSTON

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