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MELTON ELECTRIC COMPANY PROFIT SHARING PLAN 401k Plan overview

Plan NameMELTON ELECTRIC COMPANY PROFIT SHARING PLAN
Plan identification number 001

MELTON ELECTRIC COMPANY PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.
  • Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

MELTON ELECTRIC COMPANY has sponsored the creation of one or more 401k plans.

Company Name:MELTON ELECTRIC COMPANY
Employer identification number (EIN):371004513
NAIC Classification:335900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MELTON ELECTRIC COMPANY PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012017-03-01JEANIE GLENN
0012016-03-01JEANIE GLENN
0012015-03-01JEANIE GLENN
0012014-03-01JEANIE GLENN
0012013-03-01JEANIE GLENN
0012012-03-01JEANIE GLENN
0012011-03-01JEANIE GLENN
0012010-03-01JEANIE GLENN
0012009-03-01JEANIE GLENN
0012008-03-01JEANIE GLENN
0012007-03-01JEANIE GLENN

Plan Statistics for MELTON ELECTRIC COMPANY PROFIT SHARING PLAN

401k plan membership statisitcs for MELTON ELECTRIC COMPANY PROFIT SHARING PLAN

Measure Date Value
2017: MELTON ELECTRIC COMPANY PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-03-016
Total number of active participants reported on line 7a of the Form 55002017-03-013
Number of retired or separated participants receiving benefits2017-03-013
Number of other retired or separated participants entitled to future benefits2017-03-010
Total of all active and inactive participants2017-03-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-03-010
Total participants2017-03-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-03-010
2016: MELTON ELECTRIC COMPANY PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-03-017
Total number of active participants reported on line 7a of the Form 55002016-03-013
Number of retired or separated participants receiving benefits2016-03-013
Number of other retired or separated participants entitled to future benefits2016-03-010
Total of all active and inactive participants2016-03-016
Total participants2016-03-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-03-010
2015: MELTON ELECTRIC COMPANY PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-03-017
Total number of active participants reported on line 7a of the Form 55002015-03-014
Number of retired or separated participants receiving benefits2015-03-013
Number of other retired or separated participants entitled to future benefits2015-03-010
Total of all active and inactive participants2015-03-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-03-010
Total participants2015-03-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-03-010
2014: MELTON ELECTRIC COMPANY PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-03-017
Total number of active participants reported on line 7a of the Form 55002014-03-014
Number of retired or separated participants receiving benefits2014-03-013
Number of other retired or separated participants entitled to future benefits2014-03-010
Total of all active and inactive participants2014-03-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-03-010
Total participants2014-03-017
2013: MELTON ELECTRIC COMPANY PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-03-018
Total number of active participants reported on line 7a of the Form 55002013-03-014
Number of retired or separated participants receiving benefits2013-03-013
Number of other retired or separated participants entitled to future benefits2013-03-010
Total of all active and inactive participants2013-03-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-03-010
Total participants2013-03-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-03-010
2012: MELTON ELECTRIC COMPANY PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-03-018
Total number of active participants reported on line 7a of the Form 55002012-03-016
Number of retired or separated participants receiving benefits2012-03-012
Number of other retired or separated participants entitled to future benefits2012-03-010
Total of all active and inactive participants2012-03-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-03-010
Total participants2012-03-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-03-010
2011: MELTON ELECTRIC COMPANY PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-03-0115
Total number of active participants reported on line 7a of the Form 55002011-03-019
Number of retired or separated participants receiving benefits2011-03-016
Number of other retired or separated participants entitled to future benefits2011-03-010
Total of all active and inactive participants2011-03-0115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-03-010
Total participants2011-03-0115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-03-010
2010: MELTON ELECTRIC COMPANY PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-03-0113
Total number of active participants reported on line 7a of the Form 55002010-03-0111
Number of retired or separated participants receiving benefits2010-03-012
Number of other retired or separated participants entitled to future benefits2010-03-010
Total of all active and inactive participants2010-03-0113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-03-010
Total participants2010-03-0113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-03-010
2009: MELTON ELECTRIC COMPANY PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-03-0116
Total number of active participants reported on line 7a of the Form 55002009-03-019
Number of retired or separated participants receiving benefits2009-03-017
Number of other retired or separated participants entitled to future benefits2009-03-010
Total of all active and inactive participants2009-03-0116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-03-010
Total participants2009-03-0116
Number of participants with account balances2009-03-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-03-010
2008: MELTON ELECTRIC COMPANY PROFIT SHARING PLAN 2008 401k membership
Total participants, beginning-of-year2008-03-0116
Total number of active participants reported on line 7a of the Form 55002008-03-0110
Number of retired or separated participants receiving benefits2008-03-016
Number of other retired or separated participants entitled to future benefits2008-03-010
Total of all active and inactive participants2008-03-0116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2008-03-010
Total participants2008-03-0116
Number of participants with account balances2008-03-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2008-03-010
Number of employers contributing to the scheme2008-03-010
2007: MELTON ELECTRIC COMPANY PROFIT SHARING PLAN 2007 401k membership
Total participants, beginning-of-year2007-03-0116
Total number of active participants reported on line 7a of the Form 55002007-03-0110
Number of retired or separated participants receiving benefits2007-03-016
Number of other retired or separated participants entitled to future benefits2007-03-010
Total of all active and inactive participants2007-03-0116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2007-03-010
Total participants2007-03-0116
Number of participants with account balances2007-03-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2007-03-010
Number of employers contributing to the scheme2007-03-010

Financial Data on MELTON ELECTRIC COMPANY PROFIT SHARING PLAN

Measure Date Value
2018 : MELTON ELECTRIC COMPANY PROFIT SHARING PLAN 2018 401k financial data
Total plan liabilities at end of year2018-02-28$0
Total plan liabilities at beginning of year2018-02-28$0
Total income from all sources2018-02-28$6,203
Expenses. Total of all expenses incurred2018-02-28$93
Benefits paid (including direct rollovers)2018-02-28$0
Total plan assets at end of year2018-02-28$94,966
Total plan assets at beginning of year2018-02-28$88,856
Total contributions received or receivable from participants2018-02-28$0
Expenses. Other expenses not covered elsewhere2018-02-28$0
Contributions received from other sources (not participants or employers)2018-02-28$0
Other income received2018-02-28$6,203
Net income (gross income less expenses)2018-02-28$6,110
Net plan assets at end of year (total assets less liabilities)2018-02-28$94,966
Net plan assets at beginning of year (total assets less liabilities)2018-02-28$88,856
Total contributions received or receivable from employer(s)2018-02-28$0
Value of certain deemed distributions of participant loans2018-02-28$0
Value of corrective distributions2018-02-28$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-02-28$93
2017 : MELTON ELECTRIC COMPANY PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources2017-02-28$5,545
Expenses. Total of all expenses incurred2017-02-28$90
Benefits paid (including direct rollovers)2017-02-28$0
Total plan assets at end of year2017-02-28$88,856
Total plan assets at beginning of year2017-02-28$83,401
Total contributions received or receivable from participants2017-02-28$0
Expenses. Other expenses not covered elsewhere2017-02-28$0
Contributions received from other sources (not participants or employers)2017-02-28$0
Other income received2017-02-28$5,545
Noncash contributions received2017-02-28$0
Net income (gross income less expenses)2017-02-28$5,455
Net plan assets at end of year (total assets less liabilities)2017-02-28$88,856
Net plan assets at beginning of year (total assets less liabilities)2017-02-28$83,401
Total contributions received or receivable from employer(s)2017-02-28$0
Value of certain deemed distributions of participant loans2017-02-28$0
Value of corrective distributions2017-02-28$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-02-28$90
2016 : MELTON ELECTRIC COMPANY PROFIT SHARING PLAN 2016 401k financial data
Total plan liabilities at end of year2016-02-29$0
Total plan liabilities at beginning of year2016-02-29$0
Total income from all sources2016-02-29$242
Expenses. Total of all expenses incurred2016-02-29$90
Benefits paid (including direct rollovers)2016-02-29$0
Total plan assets at end of year2016-02-29$83,401
Total plan assets at beginning of year2016-02-29$83,249
Total contributions received or receivable from participants2016-02-29$0
Expenses. Other expenses not covered elsewhere2016-02-29$0
Contributions received from other sources (not participants or employers)2016-02-29$0
Other income received2016-02-29$242
Noncash contributions received2016-02-29$0
Net income (gross income less expenses)2016-02-29$152
Net plan assets at end of year (total assets less liabilities)2016-02-29$83,401
Net plan assets at beginning of year (total assets less liabilities)2016-02-29$83,249
Total contributions received or receivable from employer(s)2016-02-29$0
Value of certain deemed distributions of participant loans2016-02-29$0
Value of corrective distributions2016-02-29$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-02-29$90
2015 : MELTON ELECTRIC COMPANY PROFIT SHARING PLAN 2015 401k financial data
Total plan liabilities at end of year2015-02-28$0
Total plan liabilities at beginning of year2015-02-28$0
Total income from all sources2015-02-28$8,484
Expenses. Total of all expenses incurred2015-02-28$201,932
Benefits paid (including direct rollovers)2015-02-28$201,818
Total plan assets at end of year2015-02-28$83,250
Total plan assets at beginning of year2015-02-28$276,698
Total contributions received or receivable from participants2015-02-28$0
Expenses. Other expenses not covered elsewhere2015-02-28$0
Contributions received from other sources (not participants or employers)2015-02-28$0
Other income received2015-02-28$8,484
Noncash contributions received2015-02-28$0
Net income (gross income less expenses)2015-02-28$-193,448
Net plan assets at end of year (total assets less liabilities)2015-02-28$83,250
Net plan assets at beginning of year (total assets less liabilities)2015-02-28$276,698
Total contributions received or receivable from employer(s)2015-02-28$0
Value of certain deemed distributions of participant loans2015-02-28$0
Value of corrective distributions2015-02-28$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-02-28$114
2014 : MELTON ELECTRIC COMPANY PROFIT SHARING PLAN 2014 401k financial data
Total plan liabilities at end of year2014-02-28$0
Total plan liabilities at beginning of year2014-02-28$0
Total income from all sources2014-02-28$38,511
Expenses. Total of all expenses incurred2014-02-28$86
Benefits paid (including direct rollovers)2014-02-28$0
Total plan assets at end of year2014-02-28$276,509
Total plan assets at beginning of year2014-02-28$238,084
Total contributions received or receivable from participants2014-02-28$0
Expenses. Other expenses not covered elsewhere2014-02-28$0
Contributions received from other sources (not participants or employers)2014-02-28$0
Other income received2014-02-28$38,511
Noncash contributions received2014-02-28$0
Net income (gross income less expenses)2014-02-28$38,425
Net plan assets at end of year (total assets less liabilities)2014-02-28$276,509
Net plan assets at beginning of year (total assets less liabilities)2014-02-28$238,084
Total contributions received or receivable from employer(s)2014-02-28$0
Value of certain deemed distributions of participant loans2014-02-28$0
Value of corrective distributions2014-02-28$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-02-28$86
2013 : MELTON ELECTRIC COMPANY PROFIT SHARING PLAN 2013 401k financial data
Total plan liabilities at end of year2013-02-28$0
Total plan liabilities at beginning of year2013-02-28$0
Total income from all sources2013-02-28$12,714
Expenses. Total of all expenses incurred2013-02-28$97
Benefits paid (including direct rollovers)2013-02-28$0
Total plan assets at end of year2013-02-28$239,298
Total plan assets at beginning of year2013-02-28$226,682
Total contributions received or receivable from participants2013-02-28$457
Expenses. Other expenses not covered elsewhere2013-02-28$0
Contributions received from other sources (not participants or employers)2013-02-28$0
Other income received2013-02-28$12,257
Noncash contributions received2013-02-28$0
Net income (gross income less expenses)2013-02-28$12,617
Net plan assets at end of year (total assets less liabilities)2013-02-28$239,298
Net plan assets at beginning of year (total assets less liabilities)2013-02-28$226,682
Total contributions received or receivable from employer(s)2013-02-28$0
Value of certain deemed distributions of participant loans2013-02-28$0
Value of corrective distributions2013-02-28$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-02-28$97
2012 : MELTON ELECTRIC COMPANY PROFIT SHARING PLAN 2012 401k financial data
Transfers to/from the plan2012-02-29$0
Total plan liabilities at end of year2012-02-29$0
Total plan liabilities at beginning of year2012-02-29$0
Total income from all sources2012-02-29$1,231
Expenses. Total of all expenses incurred2012-02-29$47,552
Benefits paid (including direct rollovers)2012-02-29$47,431
Total plan assets at end of year2012-02-29$226,682
Total plan assets at beginning of year2012-02-29$273,003
Total contributions received or receivable from participants2012-02-29$0
Expenses. Other expenses not covered elsewhere2012-02-29$0
Contributions received from other sources (not participants or employers)2012-02-29$0
Other income received2012-02-29$1,231
Noncash contributions received2012-02-29$0
Net income (gross income less expenses)2012-02-29$-46,321
Net plan assets at end of year (total assets less liabilities)2012-02-29$226,682
Net plan assets at beginning of year (total assets less liabilities)2012-02-29$273,003
Total contributions received or receivable from employer(s)2012-02-29$0
Value of certain deemed distributions of participant loans2012-02-29$0
Value of corrective distributions2012-02-29$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-02-29$121
2011 : MELTON ELECTRIC COMPANY PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-02-28$35,829
Expenses. Total of all expenses incurred2011-02-28$1,274
Benefits paid (including direct rollovers)2011-02-28$1,124
Total plan assets at end of year2011-02-28$381,353
Total plan assets at beginning of year2011-02-28$346,798
Total contributions received or receivable from participants2011-02-28$0
Expenses. Other expenses not covered elsewhere2011-02-28$0
Contributions received from other sources (not participants or employers)2011-02-28$0
Other income received2011-02-28$35,829
Noncash contributions received2011-02-28$0
Net income (gross income less expenses)2011-02-28$34,555
Net plan assets at end of year (total assets less liabilities)2011-02-28$381,353
Net plan assets at beginning of year (total assets less liabilities)2011-02-28$346,798
Total contributions received or receivable from employer(s)2011-02-28$0
Value of certain deemed distributions of participant loans2011-02-28$0
Value of corrective distributions2011-02-28$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-02-28$150

Form 5500 Responses for MELTON ELECTRIC COMPANY PROFIT SHARING PLAN

2017: MELTON ELECTRIC COMPANY PROFIT SHARING PLAN 2017 form 5500 responses
2017-03-01Type of plan entitySingle employer plan
2017-03-01Submission has been amendedNo
2017-03-01This submission is the final filingNo
2017-03-01This return/report is a short plan year return/report (less than 12 months)No
2017-03-01Plan is a collectively bargained planNo
2017-03-01Plan funding arrangement – InsuranceYes
2017-03-01Plan benefit arrangement – InsuranceYes
2016: MELTON ELECTRIC COMPANY PROFIT SHARING PLAN 2016 form 5500 responses
2016-03-01Type of plan entitySingle employer plan
2016-03-01Submission has been amendedNo
2016-03-01This submission is the final filingNo
2016-03-01This return/report is a short plan year return/report (less than 12 months)No
2016-03-01Plan is a collectively bargained planNo
2016-03-01Plan funding arrangement – InsuranceYes
2016-03-01Plan benefit arrangement – InsuranceYes
2015: MELTON ELECTRIC COMPANY PROFIT SHARING PLAN 2015 form 5500 responses
2015-03-01Type of plan entitySingle employer plan
2015-03-01Submission has been amendedNo
2015-03-01This submission is the final filingNo
2015-03-01This return/report is a short plan year return/report (less than 12 months)No
2015-03-01Plan is a collectively bargained planNo
2015-03-01Plan funding arrangement – InsuranceYes
2015-03-01Plan benefit arrangement – InsuranceYes
2014: MELTON ELECTRIC COMPANY PROFIT SHARING PLAN 2014 form 5500 responses
2014-03-01Type of plan entitySingle employer plan
2014-03-01Submission has been amendedNo
2014-03-01This submission is the final filingNo
2014-03-01This return/report is a short plan year return/report (less than 12 months)No
2014-03-01Plan is a collectively bargained planNo
2014-03-01Plan funding arrangement – InsuranceYes
2014-03-01Plan benefit arrangement – InsuranceYes
2013: MELTON ELECTRIC COMPANY PROFIT SHARING PLAN 2013 form 5500 responses
2013-03-01Type of plan entitySingle employer plan
2013-03-01Submission has been amendedNo
2013-03-01This submission is the final filingNo
2013-03-01This return/report is a short plan year return/report (less than 12 months)No
2013-03-01Plan is a collectively bargained planNo
2013-03-01Plan funding arrangement – InsuranceYes
2013-03-01Plan benefit arrangement – InsuranceYes
2012: MELTON ELECTRIC COMPANY PROFIT SHARING PLAN 2012 form 5500 responses
2012-03-01Type of plan entitySingle employer plan
2012-03-01Submission has been amendedNo
2012-03-01This submission is the final filingNo
2012-03-01This return/report is a short plan year return/report (less than 12 months)No
2012-03-01Plan is a collectively bargained planNo
2012-03-01Plan funding arrangement – InsuranceYes
2012-03-01Plan benefit arrangement – InsuranceYes
2011: MELTON ELECTRIC COMPANY PROFIT SHARING PLAN 2011 form 5500 responses
2011-03-01Type of plan entitySingle employer plan
2011-03-01Submission has been amendedNo
2011-03-01This submission is the final filingNo
2011-03-01This return/report is a short plan year return/report (less than 12 months)No
2011-03-01Plan is a collectively bargained planNo
2011-03-01Plan funding arrangement – InsuranceYes
2011-03-01Plan benefit arrangement – InsuranceYes
2010: MELTON ELECTRIC COMPANY PROFIT SHARING PLAN 2010 form 5500 responses
2010-03-01Type of plan entitySingle employer plan
2010-03-01Submission has been amendedNo
2010-03-01This submission is the final filingNo
2010-03-01This return/report is a short plan year return/report (less than 12 months)No
2010-03-01Plan is a collectively bargained planNo
2010-03-01Plan funding arrangement – InsuranceYes
2010-03-01Plan benefit arrangement – InsuranceYes
2009: MELTON ELECTRIC COMPANY PROFIT SHARING PLAN 2009 form 5500 responses
2009-03-01Type of plan entitySingle employer plan
2009-03-01Submission has been amendedNo
2009-03-01This submission is the final filingNo
2009-03-01This return/report is a short plan year return/report (less than 12 months)No
2009-03-01Plan is a collectively bargained planNo
2009-03-01Plan funding arrangement – InsuranceYes
2009-03-01Plan benefit arrangement – InsuranceYes
2008: MELTON ELECTRIC COMPANY PROFIT SHARING PLAN 2008 form 5500 responses
2008-03-01Type of plan entitySingle employer plan
2008-03-01Submission has been amendedNo
2008-03-01This submission is the final filingNo
2008-03-01This return/report is a short plan year return/report (less than 12 months)No
2008-03-01Plan is a collectively bargained planNo
2008-03-01Plan funding arrangement – InsuranceYes
2008-03-01Plan benefit arrangement – InsuranceYes
2007: MELTON ELECTRIC COMPANY PROFIT SHARING PLAN 2007 form 5500 responses
2007-03-01Type of plan entitySingle employer plan
2007-03-01Submission has been amendedNo
2007-03-01This submission is the final filingNo
2007-03-01This return/report is a short plan year return/report (less than 12 months)No
2007-03-01Plan is a collectively bargained planNo
2007-03-01Plan funding arrangement – InsuranceYes
2007-03-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number91610024
Policy instance 1
Insurance contract or identification number91610024
Number of Individuals Covered6
Insurance policy start date2017-03-01
Insurance policy end date2018-02-28
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
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?Yes
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?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number91610024
Policy instance 1
Insurance contract or identification number91610024
Number of Individuals Covered7
Insurance policy start date2015-03-01
Insurance policy end date2016-02-29
Total amount of commissions paid to insurance brokerUSD $0
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?Yes
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?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number91610024
Policy instance 1
Insurance contract or identification number91610024
Number of Individuals Covered7
Insurance policy start date2014-03-01
Insurance policy end date2015-02-28
Total amount of commissions paid to insurance brokerUSD $0
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?Yes
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?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number91610024
Policy instance 1
Insurance contract or identification number91610024
Number of Individuals Covered7
Insurance policy start date2013-03-01
Insurance policy end date2014-02-28
Total amount of commissions paid to insurance brokerUSD $0
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?Yes
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?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number91610024
Policy instance 1
Insurance contract or identification number91610024
Number of Individuals Covered6
Insurance policy start date2012-03-01
Insurance policy end date2013-02-28
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number91610024
Policy instance 1
Insurance contract or identification number91610024
Number of Individuals Covered9
Insurance policy start date2011-03-01
Insurance policy end date2012-02-29
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number91610024
Policy instance 1
Insurance contract or identification number91610024
Number of Individuals Covered11
Insurance policy start date2010-03-01
Insurance policy end date2011-02-28
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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