PACOR MORTGAGE CORPORATION has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan PACOR MORTGAGE CORPORATION 401(K) PLAN
Measure | Date | Value |
---|
2022: PACOR MORTGAGE CORPORATION 401(K) PLAN 2022 401k membership |
---|
Total participants, beginning-of-year | 2022-01-01 | 70 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 44 |
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 | 14 |
Total of all active and inactive participants | 2022-01-01 | 58 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 58 |
Number of participants with account balances | 2022-01-01 | 41 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 1 |
2021: PACOR MORTGAGE CORPORATION 401(K) PLAN 2021 401k membership |
---|
Total participants, beginning-of-year | 2021-01-01 | 76 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 52 |
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 | 18 |
Total of all active and inactive participants | 2021-01-01 | 70 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 70 |
Number of participants with account balances | 2021-01-01 | 43 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: PACOR MORTGAGE CORPORATION 401(K) PLAN 2020 401k membership |
---|
Total participants, beginning-of-year | 2020-01-01 | 69 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 56 |
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 | 20 |
Total of all active and inactive participants | 2020-01-01 | 76 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 76 |
Number of participants with account balances | 2020-01-01 | 49 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 3 |
2019: PACOR MORTGAGE CORPORATION 401(K) PLAN 2019 401k membership |
---|
Total participants, beginning-of-year | 2019-01-01 | 86 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 50 |
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 | 19 |
Total of all active and inactive participants | 2019-01-01 | 69 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 69 |
Number of participants with account balances | 2019-01-01 | 51 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: PACOR MORTGAGE CORPORATION 401(K) PLAN 2018 401k membership |
---|
Total participants, beginning-of-year | 2018-01-01 | 87 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 69 |
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 | 17 |
Total of all active and inactive participants | 2018-01-01 | 86 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 86 |
Number of participants with account balances | 2018-01-01 | 51 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: PACOR MORTGAGE CORPORATION 401(K) PLAN 2017 401k membership |
---|
Total participants, beginning-of-year | 2017-01-01 | 104 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 70 |
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 | 17 |
Total of all active and inactive participants | 2017-01-01 | 87 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 87 |
Number of participants with account balances | 2017-01-01 | 55 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 1 |
2016: PACOR MORTGAGE CORPORATION 401(K) PLAN 2016 401k membership |
---|
Total participants, beginning-of-year | 2016-01-01 | 111 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 86 |
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 | 15 |
Total of all active and inactive participants | 2016-01-01 | 101 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 3 |
Total participants | 2016-01-01 | 104 |
Number of participants with account balances | 2016-01-01 | 54 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 2 |
2015: PACOR MORTGAGE CORPORATION 401(K) PLAN 2015 401k membership |
---|
Total participants, beginning-of-year | 2015-01-01 | 119 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 96 |
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 | 15 |
Total of all active and inactive participants | 2015-01-01 | 111 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 1 |
Total participants | 2015-01-01 | 112 |
Number of participants with account balances | 2015-01-01 | 54 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 3 |
2014: PACOR MORTGAGE CORPORATION 401(K) PLAN 2014 401k membership |
---|
Total participants, beginning-of-year | 2014-01-01 | 96 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 109 |
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 | 8 |
Total of all active and inactive participants | 2014-01-01 | 117 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 117 |
Number of participants with account balances | 2014-01-01 | 59 |
2013: PACOR MORTGAGE CORPORATION 401(K) PLAN 2013 401k membership |
---|
Total participants, beginning-of-year | 2013-01-01 | 65 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 62 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 4 |
Total of all active and inactive participants | 2013-01-01 | 66 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 66 |
Number of participants with account balances | 2013-01-01 | 40 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 1 |
2012: PACOR MORTGAGE CORPORATION 401(K) PLAN 2012 401k membership |
---|
Total participants, beginning-of-year | 2012-01-01 | 65 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 63 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 4 |
Total of all active and inactive participants | 2012-01-01 | 67 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 67 |
Number of participants with account balances | 2012-01-01 | 38 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: PACOR MORTGAGE CORPORATION 401(K) PLAN 2011 401k membership |
---|
Total participants, beginning-of-year | 2011-01-01 | 57 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 52 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 5 |
Total of all active and inactive participants | 2011-01-01 | 57 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 57 |
Number of participants with account balances | 2011-01-01 | 30 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 2 |
2010: PACOR MORTGAGE CORPORATION 401(K) PLAN 2010 401k membership |
---|
Total participants, beginning-of-year | 2010-01-01 | 47 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 55 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 2 |
Total of all active and inactive participants | 2010-01-01 | 57 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
Total participants | 2010-01-01 | 57 |
Number of participants with account balances | 2010-01-01 | 27 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 0 |
2009: PACOR MORTGAGE CORPORATION 401(K) PLAN 2009 401k membership |
---|
Total participants, beginning-of-year | 2009-01-01 | 43 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 43 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 2 |
Total of all active and inactive participants | 2009-01-01 | 45 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 45 |
Number of participants with account balances | 2009-01-01 | 17 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
---|
2022 : PACOR MORTGAGE CORPORATION 401(K) PLAN 2022 401k financial data |
---|
Total plan liabilities at end of year | 2022-12-31 | $0 |
Total plan liabilities at beginning of year | 2022-12-31 | $0 |
Total income from all sources | 2022-12-31 | $-459,734 |
Expenses. Total of all expenses incurred | 2022-12-31 | $477,773 |
Benefits paid (including direct rollovers) | 2022-12-31 | $464,804 |
Total plan assets at end of year | 2022-12-31 | $4,467,057 |
Total plan assets at beginning of year | 2022-12-31 | $5,404,564 |
Value of fidelity bond covering the plan | 2022-12-31 | $500,000 |
Total contributions received or receivable from participants | 2022-12-31 | $36,922 |
Expenses. Other expenses not covered elsewhere | 2022-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2022-12-31 | $0 |
Other income received | 2022-12-31 | $-789,724 |
Noncash contributions received | 2022-12-31 | $0 |
Net income (gross income less expenses) | 2022-12-31 | $-937,507 |
Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $4,467,057 |
Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $5,404,564 |
Assets. Value of participant loans | 2022-12-31 | $126,976 |
Total contributions received or receivable from employer(s) | 2022-12-31 | $293,068 |
Value of certain deemed distributions of participant loans | 2022-12-31 | $0 |
Value of corrective distributions | 2022-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $12,969 |
2021 : PACOR MORTGAGE CORPORATION 401(K) PLAN 2021 401k financial data |
---|
Total plan liabilities at end of year | 2021-12-31 | $0 |
Total plan liabilities at beginning of year | 2021-12-31 | $0 |
Total income from all sources | 2021-12-31 | $1,078,253 |
Expenses. Total of all expenses incurred | 2021-12-31 | $588,783 |
Benefits paid (including direct rollovers) | 2021-12-31 | $574,689 |
Total plan assets at end of year | 2021-12-31 | $5,404,564 |
Total plan assets at beginning of year | 2021-12-31 | $4,915,094 |
Value of fidelity bond covering the plan | 2021-12-31 | $500,000 |
Total contributions received or receivable from participants | 2021-12-31 | $327,567 |
Expenses. Other expenses not covered elsewhere | 2021-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2021-12-31 | $0 |
Other income received | 2021-12-31 | $697,236 |
Noncash contributions received | 2021-12-31 | $0 |
Net income (gross income less expenses) | 2021-12-31 | $489,470 |
Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $5,404,564 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $4,915,094 |
Assets. Value of participant loans | 2021-12-31 | $27,899 |
Total contributions received or receivable from employer(s) | 2021-12-31 | $53,450 |
Value of certain deemed distributions of participant loans | 2021-12-31 | $0 |
Value of corrective distributions | 2021-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $14,094 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
2020 : PACOR MORTGAGE CORPORATION 401(K) PLAN 2020 401k financial data |
---|
Total plan liabilities at end of year | 2020-12-31 | $0 |
Total plan liabilities at beginning of year | 2020-12-31 | $0 |
Total income from all sources | 2020-12-31 | $1,052,354 |
Expenses. Total of all expenses incurred | 2020-12-31 | $638,944 |
Benefits paid (including direct rollovers) | 2020-12-31 | $627,121 |
Total plan assets at end of year | 2020-12-31 | $4,915,094 |
Total plan assets at beginning of year | 2020-12-31 | $4,501,684 |
Value of fidelity bond covering the plan | 2020-12-31 | $500,000 |
Total contributions received or receivable from participants | 2020-12-31 | $373,476 |
Contributions received from other sources (not participants or employers) | 2020-12-31 | $75,133 |
Other income received | 2020-12-31 | $554,471 |
Noncash contributions received | 2020-12-31 | $0 |
Net income (gross income less expenses) | 2020-12-31 | $413,410 |
Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $4,915,094 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $4,501,684 |
Assets. Value of participant loans | 2020-12-31 | $43,344 |
Total contributions received or receivable from employer(s) | 2020-12-31 | $49,274 |
Value of certain deemed distributions of participant loans | 2020-12-31 | $0 |
Value of corrective distributions | 2020-12-31 | $1,887 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $9,936 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
2019 : PACOR MORTGAGE CORPORATION 401(K) PLAN 2019 401k financial data |
---|
Total plan liabilities at end of year | 2019-12-31 | $0 |
Total plan liabilities at beginning of year | 2019-12-31 | $0 |
Total income from all sources | 2019-12-31 | $1,167,134 |
Expenses. Total of all expenses incurred | 2019-12-31 | $72,869 |
Benefits paid (including direct rollovers) | 2019-12-31 | $53,284 |
Total plan assets at end of year | 2019-12-31 | $4,501,684 |
Total plan assets at beginning of year | 2019-12-31 | $3,407,419 |
Value of fidelity bond covering the plan | 2019-12-31 | $500,000 |
Total contributions received or receivable from participants | 2019-12-31 | $252,039 |
Expenses. Other expenses not covered elsewhere | 2019-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2019-12-31 | $0 |
Other income received | 2019-12-31 | $870,252 |
Noncash contributions received | 2019-12-31 | $0 |
Net income (gross income less expenses) | 2019-12-31 | $1,094,265 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $4,501,684 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $3,407,419 |
Assets. Value of participant loans | 2019-12-31 | $91,403 |
Total contributions received or receivable from employer(s) | 2019-12-31 | $44,843 |
Value of certain deemed distributions of participant loans | 2019-12-31 | $0 |
Value of corrective distributions | 2019-12-31 | $9,174 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $10,411 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
2018 : PACOR MORTGAGE CORPORATION 401(K) PLAN 2018 401k financial data |
---|
Total plan liabilities at end of year | 2018-12-31 | $0 |
Total plan liabilities at beginning of year | 2018-12-31 | $0 |
Total income from all sources | 2018-12-31 | $90,149 |
Expenses. Total of all expenses incurred | 2018-12-31 | $273,942 |
Benefits paid (including direct rollovers) | 2018-12-31 | $263,948 |
Total plan assets at end of year | 2018-12-31 | $3,407,419 |
Total plan assets at beginning of year | 2018-12-31 | $3,591,212 |
Value of fidelity bond covering the plan | 2018-12-31 | $500,000 |
Total contributions received or receivable from participants | 2018-12-31 | $226,194 |
Expenses. Other expenses not covered elsewhere | 2018-12-31 | $23 |
Contributions received from other sources (not participants or employers) | 2018-12-31 | $742 |
Other income received | 2018-12-31 | $-170,601 |
Noncash contributions received | 2018-12-31 | $0 |
Net income (gross income less expenses) | 2018-12-31 | $-183,793 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $3,407,419 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $3,591,212 |
Assets. Value of participant loans | 2018-12-31 | $93,547 |
Total contributions received or receivable from employer(s) | 2018-12-31 | $33,814 |
Value of certain deemed distributions of participant loans | 2018-12-31 | $0 |
Value of corrective distributions | 2018-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $9,971 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
2017 : PACOR MORTGAGE CORPORATION 401(K) PLAN 2017 401k financial data |
---|
Total plan liabilities at end of year | 2017-12-31 | $0 |
Total plan liabilities at beginning of year | 2017-12-31 | $0 |
Total income from all sources | 2017-12-31 | $848,908 |
Expenses. Total of all expenses incurred | 2017-12-31 | $408,986 |
Benefits paid (including direct rollovers) | 2017-12-31 | $361,277 |
Total plan assets at end of year | 2017-12-31 | $3,591,212 |
Total plan assets at beginning of year | 2017-12-31 | $3,151,290 |
Total contributions received or receivable from participants | 2017-12-31 | $234,640 |
Expenses. Other expenses not covered elsewhere | 2017-12-31 | $12 |
Contributions received from other sources (not participants or employers) | 2017-12-31 | $0 |
Other income received | 2017-12-31 | $576,174 |
Noncash contributions received | 2017-12-31 | $84 |
Net income (gross income less expenses) | 2017-12-31 | $439,922 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $3,591,212 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $3,151,290 |
Assets. Value of participant loans | 2017-12-31 | $83,175 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $38,010 |
Value of certain deemed distributions of participant loans | 2017-12-31 | $0 |
Value of corrective distributions | 2017-12-31 | $47,098 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $599 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
2016 : PACOR MORTGAGE CORPORATION 401(K) PLAN 2016 401k financial data |
---|
Total income from all sources | 2016-12-31 | $533,501 |
Expenses. Total of all expenses incurred | 2016-12-31 | $80,426 |
Benefits paid (including direct rollovers) | 2016-12-31 | $80,426 |
Total plan assets at end of year | 2016-12-31 | $3,151,290 |
Total plan assets at beginning of year | 2016-12-31 | $2,698,215 |
Value of fidelity bond covering the plan | 2016-12-31 | $500,000 |
Total contributions received or receivable from participants | 2016-12-31 | $206,150 |
Contributions received from other sources (not participants or employers) | 2016-12-31 | $110,966 |
Other income received | 2016-12-31 | $176,461 |
Net income (gross income less expenses) | 2016-12-31 | $453,075 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $3,151,290 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $2,698,215 |
Assets. Value of participant loans | 2016-12-31 | $56,955 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $39,924 |
2015 : PACOR MORTGAGE CORPORATION 401(K) PLAN 2015 401k financial data |
---|
Total income from all sources | 2015-12-31 | $316,172 |
Expenses. Total of all expenses incurred | 2015-12-31 | $49,037 |
Benefits paid (including direct rollovers) | 2015-12-31 | $49,037 |
Total plan assets at end of year | 2015-12-31 | $2,698,215 |
Total plan assets at beginning of year | 2015-12-31 | $2,431,080 |
Value of fidelity bond covering the plan | 2015-12-31 | $500,000 |
Total contributions received or receivable from participants | 2015-12-31 | $51,105 |
Other income received | 2015-12-31 | $-15,798 |
Net income (gross income less expenses) | 2015-12-31 | $267,135 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $2,698,215 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $2,431,080 |
Assets. Value of participant loans | 2015-12-31 | $11,800 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $280,865 |
2014 : PACOR MORTGAGE CORPORATION 401(K) PLAN 2014 401k financial data |
---|
Total income from all sources | 2014-12-31 | $474,698 |
Expenses. Total of all expenses incurred | 2014-12-31 | $4,155 |
Benefits paid (including direct rollovers) | 2014-12-31 | $4,155 |
Total plan assets at end of year | 2014-12-31 | $2,431,080 |
Total plan assets at beginning of year | 2014-12-31 | $1,960,537 |
Value of fidelity bond covering the plan | 2014-12-31 | $500,000 |
Total contributions received or receivable from participants | 2014-12-31 | $254,871 |
Contributions received from other sources (not participants or employers) | 2014-12-31 | $51,373 |
Other income received | 2014-12-31 | $120,149 |
Net income (gross income less expenses) | 2014-12-31 | $470,543 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $2,431,080 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $1,960,537 |
Assets. Value of participant loans | 2014-12-31 | $12,938 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $48,305 |
2013 : PACOR MORTGAGE CORPORATION 401(K) PLAN 2013 401k financial data |
---|
Total income from all sources | 2013-12-31 | $613,824 |
Expenses. Total of all expenses incurred | 2013-12-31 | $72,554 |
Benefits paid (including direct rollovers) | 2013-12-31 | $72,554 |
Total plan assets at end of year | 2013-12-31 | $1,960,537 |
Total plan assets at beginning of year | 2013-12-31 | $1,419,267 |
Value of fidelity bond covering the plan | 2013-12-31 | $500,000 |
Total contributions received or receivable from participants | 2013-12-31 | $217,584 |
Other income received | 2013-12-31 | $354,888 |
Net income (gross income less expenses) | 2013-12-31 | $541,270 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $1,960,537 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $1,419,267 |
Assets. Value of participant loans | 2013-12-31 | $43,059 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $41,352 |
2012 : PACOR MORTGAGE CORPORATION 401(K) PLAN 2012 401k financial data |
---|
Total income from all sources | 2012-12-31 | $407,566 |
Expenses. Total of all expenses incurred | 2012-12-31 | $64,561 |
Benefits paid (including direct rollovers) | 2012-12-31 | $64,561 |
Total plan assets at end of year | 2012-12-31 | $1,419,267 |
Total plan assets at beginning of year | 2012-12-31 | $1,076,262 |
Value of fidelity bond covering the plan | 2012-12-31 | $500,000 |
Total contributions received or receivable from participants | 2012-12-31 | $221,575 |
Other income received | 2012-12-31 | $142,513 |
Net income (gross income less expenses) | 2012-12-31 | $343,005 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $1,419,267 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $1,076,262 |
Assets. Value of participant loans | 2012-12-31 | $18,670 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $43,478 |
2011 : PACOR MORTGAGE CORPORATION 401(K) PLAN 2011 401k financial data |
---|
Total income from all sources | 2011-12-31 | $109,896 |
Expenses. Total of all expenses incurred | 2011-12-31 | $66,602 |
Benefits paid (including direct rollovers) | 2011-12-31 | $66,602 |
Total plan assets at end of year | 2011-12-31 | $1,076,262 |
Total plan assets at beginning of year | 2011-12-31 | $1,032,968 |
Value of fidelity bond covering the plan | 2011-12-31 | $500,000 |
Total contributions received or receivable from participants | 2011-12-31 | $129,096 |
Contributions received from other sources (not participants or employers) | 2011-12-31 | $6,004 |
Other income received | 2011-12-31 | $-48,185 |
Net income (gross income less expenses) | 2011-12-31 | $43,294 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $1,076,262 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $1,032,968 |
Assets. Value of participant loans | 2011-12-31 | $6,731 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $22,981 |
2010 : PACOR MORTGAGE CORPORATION 401(K) PLAN 2010 401k financial data |
---|
Total income from all sources | 2010-12-31 | $259,938 |
Expenses. Total of all expenses incurred | 2010-12-31 | $3,587 |
Benefits paid (including direct rollovers) | 2010-12-31 | $3,587 |
Total plan assets at end of year | 2010-12-31 | $1,032,968 |
Total plan assets at beginning of year | 2010-12-31 | $776,617 |
Value of fidelity bond covering the plan | 2010-12-31 | $20,000 |
Total contributions received or receivable from participants | 2010-12-31 | $146,118 |
Other income received | 2010-12-31 | $86,938 |
Net income (gross income less expenses) | 2010-12-31 | $256,351 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $1,032,968 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $776,617 |
Assets. Value of participant loans | 2010-12-31 | $6,023 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $26,882 |
2022: PACOR MORTGAGE CORPORATION 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: PACOR MORTGAGE CORPORATION 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: PACOR MORTGAGE CORPORATION 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: PACOR MORTGAGE CORPORATION 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: PACOR MORTGAGE CORPORATION 401(K) PLAN 2018 form 5500 responses |
---|
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: PACOR MORTGAGE CORPORATION 401(K) PLAN 2017 form 5500 responses |
---|
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: PACOR MORTGAGE CORPORATION 401(K) PLAN 2016 form 5500 responses |
---|
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 - Trust | Yes |
2015: PACOR MORTGAGE CORPORATION 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 - Trust | Yes |
2014: PACOR MORTGAGE CORPORATION 401(K) PLAN 2014 form 5500 responses |
---|
2014-01-01 | Type of plan entity | Single employer plan |
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 - Trust | Yes |
2013: PACOR MORTGAGE CORPORATION 401(K) PLAN 2013 form 5500 responses |
---|
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Insurance | Yes |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: PACOR MORTGAGE CORPORATION 401(K) PLAN 2012 form 5500 responses |
---|
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Insurance | Yes |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: PACOR MORTGAGE CORPORATION 401(K) 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 - Trust | Yes |
2010: PACOR MORTGAGE CORPORATION 401(K) 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 - Trust | Yes |
2009: PACOR MORTGAGE CORPORATION 401(K) PLAN 2009 form 5500 responses |
---|
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
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 - Trust | Yes |
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 ) |
Policy contract number | 698098 |
Policy instance | 1 |
Insurance contract or identification number | 698098 | Number of Individuals Covered | 58 | Insurance policy start date | 2022-01-01 | Insurance policy end date | 2022-12-31 | Total amount of commissions paid to insurance broker | USD $12,614 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | 1 | 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? | Yes | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | 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 $12,614 | Amount paid for insurance broker fees | 0 | Insurance broker organization code? | 3 |
|
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 ) |
Policy contract number | 698098 |
Policy instance | 1 |
Insurance contract or identification number | 698098 | Number of Individuals Covered | 70 | Insurance policy start date | 2021-01-01 | Insurance policy end date | 2021-12-31 | Total amount of commissions paid to insurance broker | USD $14,354 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | 1 | 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? | Yes | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | 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 $14,354 | Insurance broker organization code? | 3 |
|
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 ) |
Policy contract number | 698098 |
Policy instance | 1 |
Insurance contract or identification number | 698098 | Number of Individuals Covered | 76 | Insurance policy start date | 2020-01-01 | Insurance policy end date | 2020-12-31 | Total amount of commissions paid to insurance broker | USD $13,599 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | 1 | 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? | Yes | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | 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 $13,599 | Insurance broker organization code? | 3 |
|
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 ) |
Policy contract number | 698098 |
Policy instance | 1 |
Insurance contract or identification number | 698098 | Number of Individuals Covered | 51 | Insurance policy start date | 2019-01-01 | Insurance policy end date | 2019-12-31 | Total amount of commissions paid to insurance broker | USD $13,025 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | 1 | 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? | Yes | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | 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 $13,025 | Insurance broker organization code? | 3 |
|
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 ) |
Policy contract number | 698098 |
Policy instance | 1 |
Insurance contract or identification number | 698098 | Number of Individuals Covered | 51 | Insurance policy start date | 2018-01-01 | Insurance policy end date | 2018-12-31 | Total amount of commissions paid to insurance broker | USD $12,345 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | 1 | 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? | Yes | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | 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 $12,345 | Insurance broker organization code? | 3 |
|
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 ) |
Policy contract number | 698098 |
Policy instance | 1 |
Insurance contract or identification number | 698098 | Number of Individuals Covered | 7 | Insurance policy start date | 2017-01-01 | Insurance policy end date | 2017-12-31 | Total amount of commissions paid to insurance broker | USD $11,202 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | 1 | 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? | Yes | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | 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 $11,202 | Insurance broker organization code? | 3 | Insurance broker name | MELONE MICHAEL E |
|
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 ) |
Policy contract number | 91670953 |
Policy instance | 1 |
Insurance contract or identification number | 91670953 | Insurance policy start date | 2015-01-01 | Insurance policy end date | 2015-12-31 | Total amount of commissions paid to insurance broker | USD $8,374 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | Commission paid to Insurance Broker | USD $4,187 | Insurance broker organization code? | 3 | Insurance broker name | MICHAEL MELONE |
|
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 ) |
Policy contract number | 91670953 |
Policy instance | 1 |
Insurance contract or identification number | 91670953 | Insurance policy start date | 2014-01-01 | Insurance policy end date | 2014-12-31 | Total amount of commissions paid to insurance broker | USD $6,896 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $3,448 | Insurance broker organization code? | 3 | Insurance broker name | MICHAEL MELONE |
|
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 ) |
Policy contract number | 91670953 |
Policy instance | 1 |
Insurance contract or identification number | 91670953 | Number of Individuals Covered | 65 | Insurance policy start date | 2013-01-01 | Insurance policy end date | 2013-12-31 | Total amount of commissions paid to insurance broker | USD $5,474 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $2,737 | Insurance broker organization code? | 3 | Insurance broker name | MICHAEL MELONE |
|
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 ) |
Policy contract number | 91670953 |
Policy instance | 1 |
Insurance contract or identification number | 91670953 | Insurance policy start date | 2012-01-01 | Insurance policy end date | 2012-12-31 | Total amount of commissions paid to insurance broker | USD $366 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $183 | Insurance broker organization code? | 3 | Insurance broker name | MICHAEL MELONE |
|
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 ) |
Policy contract number | 91670953 |
Policy instance | 1 |
Insurance contract or identification number | 91670953 | Insurance policy start date | 2011-01-01 | Insurance policy end date | 2011-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes |
|
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 ) |
Policy contract number | 91670953 |
Policy instance | 1 |
Insurance contract or identification number | 91670953 | Number of Individuals Covered | 27 | Insurance policy start date | 2010-01-01 | Insurance policy end date | 2010-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $2,532 | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | Amount paid for insurance broker fees | 2532 | Additional information about fees paid to insurance broker | COMMISIONS | Insurance broker organization code? | 3 | Insurance broker name | GREGORY POWELL, CFP |
|