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FIRST ASSEMBLY/CHRISTIAN LIFE 401(K) PLAN 401k Plan overview

Plan NameFIRST ASSEMBLY/CHRISTIAN LIFE 401(K) PLAN
Plan identification number 002

FIRST ASSEMBLY/CHRISTIAN LIFE 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

FIRST ASSEMBLY OF GOD CHURCH, ROCKFORD, ILLINOIS has sponsored the creation of one or more 401k plans.

Company Name:FIRST ASSEMBLY OF GOD CHURCH, ROCKFORD, ILLINOIS
Employer identification number (EIN):366008626
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FIRST ASSEMBLY/CHRISTIAN LIFE 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01BOB ZOELLER2022-06-27 BOB ZOELLER2022-06-27
0022021-01-01BOB ZOELLER2022-06-27 BOB ZOELLER2022-06-27
0022020-01-01BOB ZOELLER2021-09-07
0022019-01-01
0022018-01-01JEREMY DEWEERDT2019-05-29
0022017-01-01JEREMY DEWEERDT
0022016-01-01TROY CHRISTY
0022015-01-01TROY CHRISTY
0022014-01-01GARY MASSEY
0022013-01-01GARY MASSEY GARY MASSEY2014-10-07
0022012-01-01GARY MASSEY
0022011-01-01GARY MASSEY
0022010-01-01GARY MASSEY
0022009-01-01JEREMY DEWEERDT

Plan Statistics for FIRST ASSEMBLY/CHRISTIAN LIFE 401(K) PLAN

401k plan membership statisitcs for FIRST ASSEMBLY/CHRISTIAN LIFE 401(K) PLAN

Measure Date Value
2017: FIRST ASSEMBLY/CHRISTIAN LIFE 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01103
Total number of active participants reported on line 7a of the Form 55002017-01-0170
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0119
Total of all active and inactive participants2017-01-0189
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0189
Number of participants with account balances2017-01-0141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-012
2016: FIRST ASSEMBLY/CHRISTIAN LIFE 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01131
Total number of active participants reported on line 7a of the Form 55002016-01-0180
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0120
Total of all active and inactive participants2016-01-01100
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01100
Number of participants with account balances2016-01-0147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: FIRST ASSEMBLY/CHRISTIAN LIFE 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01141
Total number of active participants reported on line 7a of the Form 55002015-01-0196
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0131
Total of all active and inactive participants2015-01-01127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01127
Number of participants with account balances2015-01-0169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: FIRST ASSEMBLY/CHRISTIAN LIFE 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01157
Total number of active participants reported on line 7a of the Form 55002014-01-01103
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0131
Total of all active and inactive participants2014-01-01134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01134
Number of participants with account balances2014-01-0169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: FIRST ASSEMBLY/CHRISTIAN LIFE 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01183
Total number of active participants reported on line 7a of the Form 55002013-01-01119
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0137
Total of all active and inactive participants2013-01-01156
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01156
Number of participants with account balances2013-01-0192
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-012
2012: FIRST ASSEMBLY/CHRISTIAN LIFE 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01172
Total number of active participants reported on line 7a of the Form 55002012-01-01136
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0142
Total of all active and inactive participants2012-01-01178
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01178
Number of participants with account balances2012-01-01108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-011
2011: FIRST ASSEMBLY/CHRISTIAN LIFE 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01163
Total number of active participants reported on line 7a of the Form 55002011-01-01123
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0139
Total of all active and inactive participants2011-01-01162
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01162
Number of participants with account balances2011-01-01111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-012
2010: FIRST ASSEMBLY/CHRISTIAN LIFE 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01168
Total number of active participants reported on line 7a of the Form 55002010-01-01125
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0133
Total of all active and inactive participants2010-01-01158
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01158
Number of participants with account balances2010-01-01111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-013
2009: FIRST ASSEMBLY/CHRISTIAN LIFE 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01196
Total number of active participants reported on line 7a of the Form 55002009-01-01127
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0134
Total of all active and inactive participants2009-01-01161
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01161
Number of participants with account balances2009-01-01124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-018

Financial Data on FIRST ASSEMBLY/CHRISTIAN LIFE 401(K) PLAN

Measure Date Value
2017 : FIRST ASSEMBLY/CHRISTIAN LIFE 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$185,785
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$122,801
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$109,837
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$79,160
Value of total assets at end of year2017-12-31$1,007,379
Value of total assets at beginning of year2017-12-31$944,395
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$12,964
Total interest from all sources2017-12-31$858
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$11,393
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$11,393
Administrative expenses professional fees incurred2017-12-31$5,434
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$100,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$75,355
Participant contributions at end of year2017-12-31$16,218
Participant contributions at beginning of year2017-12-31$24,125
Participant contributions at end of year2017-12-31$3,202
Participant contributions at beginning of year2017-12-31$3,678
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$3,805
Administrative expenses (other) incurred2017-12-31$1,025
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$62,984
Value of net assets at end of year (total assets less liabilities)2017-12-31$1,007,379
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$944,395
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$6,005
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$987,786
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$916,412
Interest on participant loans2017-12-31$858
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$173
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$180
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$180
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$94,374
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$109,837
Contract administrator fees2017-12-31$500
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31WIPFLI LLP
Accountancy firm EIN2017-12-31390758449
2016 : FIRST ASSEMBLY/CHRISTIAN LIFE 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$129,420
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$157,285
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$142,925
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$73,159
Value of total assets at end of year2016-12-31$944,395
Value of total assets at beginning of year2016-12-31$972,260
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$14,360
Total interest from all sources2016-12-31$1,138
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$11,095
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$11,095
Administrative expenses professional fees incurred2016-12-31$6,612
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$100,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$73,159
Participant contributions at end of year2016-12-31$24,125
Participant contributions at beginning of year2016-12-31$29,528
Participant contributions at end of year2016-12-31$3,678
Administrative expenses (other) incurred2016-12-31$974
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-27,865
Value of net assets at end of year (total assets less liabilities)2016-12-31$944,395
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$972,260
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$6,024
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$916,412
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$936,115
Interest on participant loans2016-12-31$1,133
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$180
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$6,617
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$6,617
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$5
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$44,028
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$142,925
Contract administrator fees2016-12-31$750
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31WIPFLI LLP
Accountancy firm EIN2016-12-31390758449
2015 : FIRST ASSEMBLY/CHRISTIAN LIFE 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$51,512
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$161,274
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$147,080
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$68,412
Value of total assets at end of year2015-12-31$972,260
Value of total assets at beginning of year2015-12-31$1,082,022
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$14,194
Total interest from all sources2015-12-31$773
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$13,978
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$13,978
Administrative expenses professional fees incurred2015-12-31$14,194
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$100,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$68,412
Participant contributions at end of year2015-12-31$29,528
Participant contributions at beginning of year2015-12-31$14,253
Total non interest bearing cash at beginning of year2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-109,762
Value of net assets at end of year (total assets less liabilities)2015-12-31$972,260
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$1,082,022
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$936,115
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$1,066,853
Interest on participant loans2015-12-31$768
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$6,617
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$916
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$916
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$5
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-31,651
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$147,080
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31WIPFLI LLP
Accountancy firm EIN2015-12-31390758449
2014 : FIRST ASSEMBLY/CHRISTIAN LIFE 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets from this plan2014-12-31$326,873
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$145,879
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$409,203
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$390,964
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$65,665
Value of total assets at end of year2014-12-31$1,082,022
Value of total assets at beginning of year2014-12-31$1,672,219
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$18,239
Total interest from all sources2014-12-31$871
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$17,467
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$17,467
Administrative expenses professional fees incurred2014-12-31$18,239
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$350,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$65,665
Participant contributions at end of year2014-12-31$14,253
Participant contributions at beginning of year2014-12-31$27,777
Total non interest bearing cash at end of year2014-12-31$0
Total non interest bearing cash at beginning of year2014-12-31$6,291
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-263,324
Value of net assets at end of year (total assets less liabilities)2014-12-31$1,082,022
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$1,672,219
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$1,066,853
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$1,638,151
Interest on participant loans2014-12-31$871
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$916
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$61,876
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$390,964
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31WIPFLI LLP
Accountancy firm EIN2014-12-31390758449
2013 : FIRST ASSEMBLY/CHRISTIAN LIFE 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$331,322
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$331,143
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$319,367
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$123,484
Value of total assets at end of year2013-12-31$1,672,219
Value of total assets at beginning of year2013-12-31$1,672,040
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$11,776
Total interest from all sources2013-12-31$2,060
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$15,694
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$15,694
Administrative expenses professional fees incurred2013-12-31$11,776
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$350,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$123,484
Participant contributions at end of year2013-12-31$27,777
Participant contributions at beginning of year2013-12-31$57,951
Total non interest bearing cash at end of year2013-12-31$6,291
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$179
Value of net assets at end of year (total assets less liabilities)2013-12-31$1,672,219
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$1,672,040
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$1,638,151
Value of interest in pooled separate accounts at beginning of year2013-12-31$1,560,878
Interest on participant loans2013-12-31$2,060
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$53,211
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$190,084
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$319,367
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31WIPFLI LLP
Accountancy firm EIN2013-12-31390758449
2012 : FIRST ASSEMBLY/CHRISTIAN LIFE 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$307,258
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$266,111
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$260,044
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$118,297
Value of total assets at end of year2012-12-31$1,672,040
Value of total assets at beginning of year2012-12-31$1,630,893
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$6,067
Total interest from all sources2012-12-31$3,708
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$350,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$118,297
Participant contributions at end of year2012-12-31$57,951
Participant contributions at beginning of year2012-12-31$72,425
Participant contributions at beginning of year2012-12-31$5,228
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$0
Administrative expenses (other) incurred2012-12-31$6,067
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$41,147
Value of net assets at end of year (total assets less liabilities)2012-12-31$1,672,040
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$1,630,893
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in pooled separate accounts at end of year2012-12-31$1,560,878
Value of interest in pooled separate accounts at beginning of year2012-12-31$1,393,857
Interest on participant loans2012-12-31$3,708
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$53,211
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$159,383
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$185,253
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$260,044
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31WIPFLI LLP
Accountancy firm EIN2012-12-31390758449
2011 : FIRST ASSEMBLY/CHRISTIAN LIFE 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$96,841
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$638,718
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$636,838
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$136,038
Value of total assets at end of year2011-12-31$1,630,893
Value of total assets at beginning of year2011-12-31$2,172,770
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$1,880
Total interest from all sources2011-12-31$4,276
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$350,000
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$136,038
Participant contributions at end of year2011-12-31$72,425
Participant contributions at beginning of year2011-12-31$75,464
Participant contributions at end of year2011-12-31$5,228
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$0
Administrative expenses (other) incurred2011-12-31$1,880
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-541,877
Value of net assets at end of year (total assets less liabilities)2011-12-31$1,630,893
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$2,172,770
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in pooled separate accounts at end of year2011-12-31$1,393,857
Value of interest in pooled separate accounts at beginning of year2011-12-31$1,962,602
Interest on participant loans2011-12-31$4,276
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$159,383
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$134,704
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$3,755
Net investment gain/loss from pooled separate accounts2011-12-31$-47,228
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$636,838
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31WIPFLI LLP
Accountancy firm EIN2011-12-31390758449
2010 : FIRST ASSEMBLY/CHRISTIAN LIFE 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$437,133
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$817,347
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$813,389
Expenses. Certain deemed distributions of participant loans2010-12-31$1,005
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$168,253
Value of total assets at end of year2010-12-31$2,172,770
Value of total assets at beginning of year2010-12-31$2,552,984
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$2,953
Total interest from all sources2010-12-31$9,113
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$350,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$168,253
Participant contributions at end of year2010-12-31$75,464
Participant contributions at beginning of year2010-12-31$91,971
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$-380,214
Value of net assets at end of year (total assets less liabilities)2010-12-31$2,172,770
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$2,552,984
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in pooled separate accounts at end of year2010-12-31$1,962,602
Value of interest in pooled separate accounts at beginning of year2010-12-31$1,878,212
Interest on participant loans2010-12-31$4,183
Interest earned on other investments2010-12-31$4,930
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$134,704
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$582,801
Net investment gain/loss from pooled separate accounts2010-12-31$259,767
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31Yes
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$813,389
Contract administrator fees2010-12-31$2,953
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31WIPFLI LLP
Accountancy firm EIN2010-12-31390758449
2009 : FIRST ASSEMBLY/CHRISTIAN LIFE 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for FIRST ASSEMBLY/CHRISTIAN LIFE 401(K) PLAN

2017: FIRST ASSEMBLY/CHRISTIAN LIFE 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: FIRST ASSEMBLY/CHRISTIAN LIFE 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: FIRST ASSEMBLY/CHRISTIAN LIFE 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: FIRST ASSEMBLY/CHRISTIAN LIFE 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: FIRST ASSEMBLY/CHRISTIAN LIFE 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: FIRST ASSEMBLY/CHRISTIAN LIFE 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: FIRST ASSEMBLY/CHRISTIAN LIFE 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: FIRST ASSEMBLY/CHRISTIAN LIFE 401(K) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: FIRST ASSEMBLY/CHRISTIAN LIFE 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number877536
Policy instance 1
Insurance contract or identification number877536
Number of Individuals Covered0
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $1,699
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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?Yes
Commission paid to Insurance BrokerUSD $1,699
Insurance broker organization code?3
Insurance broker nameVALOR INSURANCE AGENCY INC
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number877536
Policy instance 1
Insurance contract or identification number877536
Number of Individuals Covered128
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $3,911
Total amount of fees paid to insurance companyUSD $0
Commission paid to Insurance BrokerUSD $3,252
Insurance broker organization code?3
Insurance broker nameINVESTACORP INC.
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number877536
Policy instance 1
Insurance contract or identification number877536
Number of Individuals Covered135
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $3,695
Total amount of fees paid to insurance companyUSD $693
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number877536
Policy instance 1
Insurance contract or identification number877536
Number of Individuals Covered136
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $21,003
Total amount of fees paid to insurance companyUSD $556
Commission paid to Insurance BrokerUSD $21,003
Insurance broker organization code?3
Amount paid for insurance broker fees556
Additional information about fees paid to insurance brokerADMINISTRATIVE EXPENSES
Insurance broker namePENSION SPECIALISTS LTD
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number65291
Policy instance 2
Insurance contract or identification number65291
Number of Individuals Covered0
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes

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