PETERS, TSCHANTZ & ASSOCIATES, INC. has sponsored the creation of one or more 401k plans.
Additional information about PETERS, TSCHANTZ & ASSOCIATES, INC.
Submission information for form 5500 for 401k plan PETERS, TSCHANTZ & ASSOCIATES, INC. 401K PROFIT SHARING PLAN
401k plan membership statisitcs for PETERS, TSCHANTZ & ASSOCIATES, INC. 401K PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2015: PETERS, TSCHANTZ & ASSOCIATES, INC. 401K PROFIT SHARING PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 29 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 26 |
| 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 | 5 |
| Total of all active and inactive participants | 2015-01-01 | 31 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
| Total participants | 2015-01-01 | 31 |
| Number of participants with account balances | 2015-01-01 | 29 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
| 2014: PETERS, TSCHANTZ & ASSOCIATES, INC. 401K PROFIT SHARING PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 30 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 29 |
| 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 | 0 |
| Total of all active and inactive participants | 2014-01-01 | 29 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
| Total participants | 2014-01-01 | 29 |
| Number of participants with account balances | 2014-01-01 | 28 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
| 2013: PETERS, TSCHANTZ & ASSOCIATES, INC. 401K PROFIT SHARING PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 28 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 29 |
| Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 1 |
| Total of all active and inactive participants | 2013-01-01 | 30 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
| Total participants | 2013-01-01 | 30 |
| Number of participants with account balances | 2013-01-01 | 27 |
| 2012: PETERS, TSCHANTZ & ASSOCIATES, INC. 401K PROFIT SHARING PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 26 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 25 |
| Number of retired or separated participants receiving benefits | 2012-01-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 2 |
| Total of all active and inactive participants | 2012-01-01 | 28 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
| Total participants | 2012-01-01 | 28 |
| Number of participants with account balances | 2012-01-01 | 22 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 1 |
| 2011: PETERS, TSCHANTZ & ASSOCIATES, INC. 401K PROFIT SHARING PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 35 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 25 |
| Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 1 |
| Total of all active and inactive participants | 2011-01-01 | 26 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
| Total participants | 2011-01-01 | 26 |
| Number of participants with account balances | 2011-01-01 | 22 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 4 |
| 2010: PETERS, TSCHANTZ & ASSOCIATES, INC. 401K PROFIT SHARING PLAN 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-01-01 | 29 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 29 |
| Number of retired or separated participants receiving benefits | 2010-01-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 5 |
| Total of all active and inactive participants | 2010-01-01 | 35 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
| Total participants | 2010-01-01 | 35 |
| Number of participants with account balances | 2010-01-01 | 30 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 1 |
| 2009: PETERS, TSCHANTZ & ASSOCIATES, INC. 401K PROFIT SHARING PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 23 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 25 |
| Number of retired or separated participants receiving benefits | 2009-01-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 3 |
| Total of all active and inactive participants | 2009-01-01 | 29 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
| Total participants | 2009-01-01 | 29 |
| Number of participants with account balances | 2009-01-01 | 27 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2015 : PETERS, TSCHANTZ & ASSOCIATES, INC. 401K PROFIT SHARING PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $321,445 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $67,041 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $28,098 |
| Total plan assets at end of year | 2015-12-31 | $3,284,229 |
| Total plan assets at beginning of year | 2015-12-31 | $3,029,825 |
| Value of fidelity bond covering the plan | 2015-12-31 | $350,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $213,880 |
| Other income received | 2015-12-31 | $5,691 |
| Net income (gross income less expenses) | 2015-12-31 | $254,404 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $3,284,229 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $3,029,825 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $101,874 |
| Value of corrective distributions | 2015-12-31 | $38,821 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $122 |
| 2014 : PETERS, TSCHANTZ & ASSOCIATES, INC. 401K PROFIT SHARING PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $528,613 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $14,303 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $14,303 |
| Total plan assets at end of year | 2014-12-31 | $3,029,825 |
| Total plan assets at beginning of year | 2014-12-31 | $2,515,515 |
| Value of fidelity bond covering the plan | 2014-12-31 | $310,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $224,475 |
| Other income received | 2014-12-31 | $157,776 |
| Net income (gross income less expenses) | 2014-12-31 | $514,310 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $3,029,825 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $2,515,515 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $146,362 |
| 2013 : PETERS, TSCHANTZ & ASSOCIATES, INC. 401K PROFIT SHARING PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $716,355 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $266,923 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $266,923 |
| Total plan assets at end of year | 2013-12-31 | $2,515,515 |
| Total plan assets at beginning of year | 2013-12-31 | $2,066,083 |
| Value of fidelity bond covering the plan | 2013-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $163,028 |
| Other income received | 2013-12-31 | $468,121 |
| Net income (gross income less expenses) | 2013-12-31 | $449,432 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $2,515,515 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $2,066,083 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $85,206 |
| 2012 : PETERS, TSCHANTZ & ASSOCIATES, INC. 401K PROFIT SHARING PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $446,202 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $45,524 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $32,001 |
| Total plan assets at end of year | 2012-12-31 | $2,066,083 |
| Total plan assets at beginning of year | 2012-12-31 | $1,665,405 |
| Value of fidelity bond covering the plan | 2012-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $141,217 |
| Other income received | 2012-12-31 | $234,973 |
| Net income (gross income less expenses) | 2012-12-31 | $400,678 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $2,066,083 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $1,665,405 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $70,012 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $13,523 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
| 2011 : PETERS, TSCHANTZ & ASSOCIATES, INC. 401K PROFIT SHARING PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $86,782 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $118,497 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $92,097 |
| Total plan assets at end of year | 2011-12-31 | $1,665,405 |
| Total plan assets at beginning of year | 2011-12-31 | $1,697,120 |
| Value of fidelity bond covering the plan | 2011-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $98,195 |
| Expenses. Other expenses not covered elsewhere | 2011-12-31 | $8,666 |
| Other income received | 2011-12-31 | $-36,821 |
| Net income (gross income less expenses) | 2011-12-31 | $-31,715 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $1,665,405 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $1,697,120 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $25,408 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $17,734 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
| 2010 : PETERS, TSCHANTZ & ASSOCIATES, INC. 401K PROFIT SHARING PLAN 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $418,678 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $31,684 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $17,774 |
| Total plan assets at end of year | 2010-12-31 | $1,697,120 |
| Total plan assets at beginning of year | 2010-12-31 | $1,310,126 |
| Value of fidelity bond covering the plan | 2010-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $129,886 |
| Expenses. Other expenses not covered elsewhere | 2010-12-31 | $117 |
| Other income received | 2010-12-31 | $217,880 |
| Net income (gross income less expenses) | 2010-12-31 | $386,994 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $1,697,120 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $1,310,126 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $70,912 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $13,793 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
| 2009 : PETERS, TSCHANTZ & ASSOCIATES, INC. 401K PROFIT SHARING PLAN 2009 401k financial data |
|---|
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
| 2015: PETERS, TSCHANTZ & ASSOCIATES, INC. 401K PROFIT SHARING 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: PETERS, TSCHANTZ & ASSOCIATES, INC. 401K PROFIT SHARING 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: PETERS, TSCHANTZ & ASSOCIATES, INC. 401K PROFIT SHARING 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: PETERS, TSCHANTZ & ASSOCIATES, INC. 401K PROFIT SHARING 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: PETERS, TSCHANTZ & ASSOCIATES, INC. 401K PROFIT SHARING PLAN 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Submission has been amended | No |
| 2011-01-01 | This submission is the final filing | No |
| 2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-01-01 | Plan is a collectively bargained plan | No |
| 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 |
| 2010: PETERS, TSCHANTZ & ASSOCIATES, INC. 401K PROFIT SHARING PLAN 2010 form 5500 responses |
|---|
| 2010-01-01 | Type of plan entity | Single employer plan |
| 2010-01-01 | Submission has been amended | No |
| 2010-01-01 | This submission is the final filing | No |
| 2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2010-01-01 | Plan is a collectively bargained plan | No |
| 2010-01-01 | Plan funding arrangement – Insurance | Yes |
| 2010-01-01 | Plan funding arrangement – Trust | Yes |
| 2010-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2010-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: PETERS, TSCHANTZ & ASSOCIATES, INC. 401K PROFIT SHARING PLAN 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | Yes |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan is a collectively bargained plan | No |
| 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 |
| VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 ) |
| Policy contract number | 810146 |
| Policy instance | 1 |
| Insurance contract or identification number | 810146 | | Number of Individuals Covered | 29 | | Total amount of commissions paid to insurance broker | USD $7,871 | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,894 | | Insurance broker organization code? | 3 | | Insurance broker name | RAYMOND JAMES INSURANCE GROUP, INC. |
|
| VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 ) |
| Policy contract number | 810146 |
| Policy instance | 1 |
| Insurance contract or identification number | 810146 | | Total amount of commissions paid to insurance broker | USD $4,389 | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $4,389 | | Insurance broker organization code? | 4 | | Insurance broker name | PCA INSURANCE AGENCY INC. OF OHIO |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 ) |
| Policy contract number | GP63532 |
| Policy instance | 1 |
| Insurance contract or identification number | GP63532 | | Number of Individuals Covered | 0 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | Total amount of commissions paid to insurance broker | USD $2,663 | | Total amount of fees paid to insurance company | USD $25 | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $2,663 | | Amount paid for insurance broker fees | 25 | | Insurance broker organization code? | 4 | | Insurance broker name | HORNOR, TOWNSEND & KENT, INC. |
|
| VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 ) |
| Policy contract number | 810146 |
| Policy instance | 2 |
| Insurance contract or identification number | 810146 | | Number of Individuals Covered | 27 | | Total amount of commissions paid to insurance broker | USD $25,445 | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $25,445 | | Insurance broker organization code? | 4 | | Insurance broker name | PCA INSURANCE AGENCY INC. OF OHIO |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 ) |
| Policy contract number | GP63532 |
| Policy instance | 1 |
| Insurance contract or identification number | GP63532 | | Number of Individuals Covered | 23 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Total amount of commissions paid to insurance broker | USD $4,517 | | Total amount of fees paid to insurance company | USD $26 | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $4,517 | | Amount paid for insurance broker fees | 26 | | Additional information about fees paid to insurance broker | AGENT OR BROKER OTHER THAN INSURANCE | | Insurance broker organization code? | 4 | | Insurance broker name | HORNOR, TOWNSEND & KENT, INC. |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 ) |
| Policy contract number | GP63532 |
| Policy instance | 1 |
| Insurance contract or identification number | GP63532 | | Number of Individuals Covered | 22 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | Total amount of commissions paid to insurance broker | USD $4,289 | | Total amount of fees paid to insurance company | USD $377 | | 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 |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 ) |
| Policy contract number | GP63532 |
| Policy instance | 1 |
| Insurance contract or identification number | GP63532 | | Number of Individuals Covered | 30 | | Insurance policy start date | 2010-01-01 | | Insurance policy end date | 2010-12-31 | | Total amount of commissions paid to insurance broker | USD $3,391 | | Total amount of fees paid to insurance company | USD $1,105 | | 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 $3,391 | | Amount paid for insurance broker fees | 10 | | Additional information about fees paid to insurance broker | AGENT OR BROKER OTHER THAN INSURANCE | | Insurance broker organization code? | 4 | | Insurance broker name | EMPLOYERS SELECT PLAN AGENCY |
|
