CENTRAL SAVINGS BANK has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan CENTRAL SAVINGS BANK 401(K) PLAN
Measure | Date | Value |
---|
2023: CENTRAL SAVINGS BANK 401(K) PLAN 2023 401k membership |
---|
Total participants, beginning-of-year | 2023-01-01 | 19 |
Total number of active participants reported on line 7a of the Form 5500 | 2023-01-01 | 13 |
Number of retired or separated participants receiving benefits | 2023-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2023-01-01 | 6 |
Total of all active and inactive participants | 2023-01-01 | 19 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2023-01-01 | 0 |
Total participants | 2023-01-01 | 19 |
Number of participants with account balances | 2023-01-01 | 19 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2023-01-01 | 0 |
2022: CENTRAL SAVINGS BANK 401(K) PLAN 2022 401k membership |
---|
Total participants, beginning-of-year | 2022-01-01 | 19 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 13 |
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 | 6 |
Total of all active and inactive participants | 2022-01-01 | 19 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 19 |
Number of participants with account balances | 2022-01-01 | 19 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
2021: CENTRAL SAVINGS BANK 401(K) PLAN 2021 401k membership |
---|
Total participants, beginning-of-year | 2021-01-01 | 70 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 11 |
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 | 8 |
Total of all active and inactive participants | 2021-01-01 | 19 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 19 |
Number of participants with account balances | 2021-01-01 | 19 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: CENTRAL SAVINGS BANK 401(K) PLAN 2020 401k membership |
---|
Total participants, beginning-of-year | 2020-01-01 | 84 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 58 |
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 | 28 |
Total of all active and inactive participants | 2020-01-01 | 86 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 86 |
Number of participants with account balances | 2020-01-01 | 83 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 3 |
2019: CENTRAL SAVINGS BANK 401(K) PLAN 2019 401k membership |
---|
Total participants, beginning-of-year | 2019-01-01 | 77 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 55 |
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 | 25 |
Total of all active and inactive participants | 2019-01-01 | 80 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 80 |
Number of participants with account balances | 2019-01-01 | 80 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 6 |
2018: CENTRAL SAVINGS BANK 401(K) PLAN 2018 401k membership |
---|
Total participants, beginning-of-year | 2018-01-01 | 81 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 56 |
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 | 20 |
Total of all active and inactive participants | 2018-01-01 | 76 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 76 |
Number of participants with account balances | 2018-01-01 | 76 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 4 |
2017: CENTRAL SAVINGS BANK 401(K) PLAN 2017 401k membership |
---|
Total participants, beginning-of-year | 2017-01-01 | 79 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 62 |
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 | 19 |
Total of all active and inactive participants | 2017-01-01 | 81 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 81 |
Number of participants with account balances | 2017-01-01 | 78 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 4 |
2016: CENTRAL SAVINGS BANK 401(K) PLAN 2016 401k membership |
---|
Total participants, beginning-of-year | 2016-01-01 | 78 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 62 |
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 | 16 |
Total of all active and inactive participants | 2016-01-01 | 78 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 78 |
Number of participants with account balances | 2016-01-01 | 75 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: CENTRAL SAVINGS BANK 401(K) PLAN 2015 401k membership |
---|
Total participants, beginning-of-year | 2015-01-01 | 85 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 58 |
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 | 17 |
Total of all active and inactive participants | 2015-01-01 | 75 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 75 |
Number of participants with account balances | 2015-01-01 | 70 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 2 |
2014: CENTRAL SAVINGS BANK 401(K) PLAN 2014 401k membership |
---|
Total participants, beginning-of-year | 2014-01-01 | 84 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 58 |
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 | 25 |
Total of all active and inactive participants | 2014-01-01 | 83 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 83 |
Number of participants with account balances | 2014-01-01 | 79 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: CENTRAL SAVINGS BANK 401(K) PLAN 2013 401k membership |
---|
Total participants, beginning-of-year | 2013-01-01 | 85 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 56 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 27 |
Total of all active and inactive participants | 2013-01-01 | 83 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 83 |
Number of participants with account balances | 2013-01-01 | 79 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 5 |
2012: CENTRAL SAVINGS BANK 401(K) PLAN 2012 401k membership |
---|
Total participants, beginning-of-year | 2012-01-01 | 83 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 60 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 23 |
Total of all active and inactive participants | 2012-01-01 | 83 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 83 |
Number of participants with account balances | 2012-01-01 | 81 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 3 |
2011: CENTRAL SAVINGS BANK 401(K) PLAN 2011 401k membership |
---|
Total participants, beginning-of-year | 2011-01-01 | 88 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 61 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 22 |
Total of all active and inactive participants | 2011-01-01 | 83 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 83 |
Number of participants with account balances | 2011-01-01 | 82 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 2 |
2010: CENTRAL SAVINGS BANK 401(K) PLAN 2010 401k membership |
---|
Total participants, beginning-of-year | 2010-01-01 | 87 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 59 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 28 |
Total of all active and inactive participants | 2010-01-01 | 87 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
Total participants | 2010-01-01 | 87 |
Number of participants with account balances | 2010-01-01 | 85 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 5 |
2009: CENTRAL SAVINGS BANK 401(K) PLAN 2009 401k membership |
---|
Total participants, beginning-of-year | 2009-01-01 | 92 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 62 |
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 | 24 |
Total of all active and inactive participants | 2009-01-01 | 86 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 86 |
Number of participants with account balances | 2009-01-01 | 83 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 6 |
Measure | Date | Value |
---|
2023 : CENTRAL SAVINGS BANK 401(K) PLAN 2023 401k financial data |
---|
Total income from all sources | 2023-12-31 | $703,339 |
Expenses. Total of all expenses incurred | 2023-12-31 | $10,000 |
Benefits paid (including direct rollovers) | 2023-12-31 | $10,000 |
Total plan assets at end of year | 2023-12-31 | $2,356,472 |
Total plan assets at beginning of year | 2023-12-31 | $1,663,133 |
Value of fidelity bond covering the plan | 2023-12-31 | $3,500,000 |
Other income received | 2023-12-31 | $703,339 |
Net income (gross income less expenses) | 2023-12-31 | $693,339 |
Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $2,356,472 |
Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $1,663,133 |
Assets. Value of employer securities | 2023-12-31 | $1,963,162 |
2022 : CENTRAL SAVINGS BANK 401(K) PLAN 2022 401k financial data |
---|
Total income from all sources | 2022-12-31 | $-174,298 |
Expenses. Total of all expenses incurred | 2022-12-31 | $0 |
Total plan assets at end of year | 2022-12-31 | $1,663,133 |
Total plan assets at beginning of year | 2022-12-31 | $1,837,431 |
Value of fidelity bond covering the plan | 2022-12-31 | $3,500,000 |
Other income received | 2022-12-31 | $-174,298 |
Net income (gross income less expenses) | 2022-12-31 | $-174,298 |
Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $1,663,133 |
Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $1,837,431 |
Assets. Value of employer securities | 2022-12-31 | $1,411,712 |
2021 : CENTRAL SAVINGS BANK 401(K) PLAN 2021 401k financial data |
---|
Transfers to/from the plan | 2021-12-31 | $-5,471,978 |
Total income from all sources | 2021-12-31 | $311,900 |
Expenses. Total of all expenses incurred | 2021-12-31 | $0 |
Total plan assets at end of year | 2021-12-31 | $1,837,431 |
Total plan assets at beginning of year | 2021-12-31 | $6,997,509 |
Value of fidelity bond covering the plan | 2021-12-31 | $3,500,000 |
Other income received | 2021-12-31 | $311,900 |
Net income (gross income less expenses) | 2021-12-31 | $311,900 |
Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $1,837,431 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $6,997,509 |
Assets. Value of participant loans | 2021-12-31 | $0 |
Assets. Value of employer securities | 2021-12-31 | $1,837,431 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
2020 : CENTRAL SAVINGS BANK 401(K) PLAN 2020 401k financial data |
---|
Total income from all sources | 2020-12-31 | $862,015 |
Expenses. Total of all expenses incurred | 2020-12-31 | $734,627 |
Benefits paid (including direct rollovers) | 2020-12-31 | $718,449 |
Total plan assets at end of year | 2020-12-31 | $6,997,509 |
Total plan assets at beginning of year | 2020-12-31 | $6,870,121 |
Value of fidelity bond covering the plan | 2020-12-31 | $3,500,000 |
Total contributions received or receivable from participants | 2020-12-31 | $185,820 |
Other income received | 2020-12-31 | $555,635 |
Net income (gross income less expenses) | 2020-12-31 | $127,388 |
Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $6,997,509 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $6,870,121 |
Assets. Value of participant loans | 2020-12-31 | $138,860 |
Assets. Value of employer securities | 2020-12-31 | $1,525,531 |
Total contributions received or receivable from employer(s) | 2020-12-31 | $120,560 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $16,178 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
2019 : CENTRAL SAVINGS BANK 401(K) PLAN 2019 401k financial data |
---|
Total income from all sources | 2019-12-31 | $1,572,475 |
Expenses. Total of all expenses incurred | 2019-12-31 | $164,833 |
Benefits paid (including direct rollovers) | 2019-12-31 | $153,086 |
Total plan assets at end of year | 2019-12-31 | $6,870,121 |
Total plan assets at beginning of year | 2019-12-31 | $5,462,479 |
Value of fidelity bond covering the plan | 2019-12-31 | $3,500,000 |
Total contributions received or receivable from participants | 2019-12-31 | $158,999 |
Contributions received from other sources (not participants or employers) | 2019-12-31 | $45,003 |
Other income received | 2019-12-31 | $1,252,558 |
Net income (gross income less expenses) | 2019-12-31 | $1,407,642 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $6,870,121 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $5,462,479 |
Assets. Value of participant loans | 2019-12-31 | $135,799 |
Assets. Value of employer securities | 2019-12-31 | $1,784,933 |
Total contributions received or receivable from employer(s) | 2019-12-31 | $115,915 |
Value of corrective distributions | 2019-12-31 | $6,823 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $4,924 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
2018 : CENTRAL SAVINGS BANK 401(K) PLAN 2018 401k financial data |
---|
Total income from all sources | 2018-12-31 | $310,319 |
Expenses. Total of all expenses incurred | 2018-12-31 | $438,045 |
Benefits paid (including direct rollovers) | 2018-12-31 | $431,408 |
Total plan assets at end of year | 2018-12-31 | $5,462,479 |
Total plan assets at beginning of year | 2018-12-31 | $5,590,205 |
Value of fidelity bond covering the plan | 2018-12-31 | $3,500,000 |
Total contributions received or receivable from participants | 2018-12-31 | $162,642 |
Contributions received from other sources (not participants or employers) | 2018-12-31 | $2,964 |
Other income received | 2018-12-31 | $29,735 |
Net income (gross income less expenses) | 2018-12-31 | $-127,726 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $5,462,479 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $5,590,205 |
Assets. Value of participant loans | 2018-12-31 | $142,389 |
Assets. Value of employer securities | 2018-12-31 | $1,500,305 |
Total contributions received or receivable from employer(s) | 2018-12-31 | $114,978 |
Value of corrective distributions | 2018-12-31 | $1,253 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $5,384 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
2017 : CENTRAL SAVINGS BANK 401(K) PLAN 2017 401k financial data |
---|
Total income from all sources | 2017-12-31 | $935,444 |
Expenses. Total of all expenses incurred | 2017-12-31 | $397,420 |
Benefits paid (including direct rollovers) | 2017-12-31 | $394,381 |
Total plan assets at end of year | 2017-12-31 | $5,590,205 |
Total plan assets at beginning of year | 2017-12-31 | $5,052,181 |
Value of fidelity bond covering the plan | 2017-12-31 | $3,500,000 |
Total contributions received or receivable from participants | 2017-12-31 | $140,511 |
Contributions received from other sources (not participants or employers) | 2017-12-31 | $1,810 |
Other income received | 2017-12-31 | $690,172 |
Net income (gross income less expenses) | 2017-12-31 | $538,024 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $5,590,205 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $5,052,181 |
Assets. Value of participant loans | 2017-12-31 | $162,455 |
Assets. Value of employer securities | 2017-12-31 | $1,310,094 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $102,951 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $3,039 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
2016 : CENTRAL SAVINGS BANK 401(K) PLAN 2016 401k financial data |
---|
Total income from all sources | 2016-12-31 | $813,566 |
Expenses. Total of all expenses incurred | 2016-12-31 | $123,819 |
Benefits paid (including direct rollovers) | 2016-12-31 | $120,325 |
Total plan assets at end of year | 2016-12-31 | $5,052,181 |
Total plan assets at beginning of year | 2016-12-31 | $4,362,434 |
Value of fidelity bond covering the plan | 2016-12-31 | $3,500,000 |
Total contributions received or receivable from participants | 2016-12-31 | $124,861 |
Contributions received from other sources (not participants or employers) | 2016-12-31 | $35,956 |
Other income received | 2016-12-31 | $551,599 |
Net income (gross income less expenses) | 2016-12-31 | $689,747 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $5,052,181 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $4,362,434 |
Assets. Value of participant loans | 2016-12-31 | $225,027 |
Assets. Value of employer securities | 2016-12-31 | $1,136,621 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $101,150 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $3,494 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
2015 : CENTRAL SAVINGS BANK 401(K) PLAN 2015 401k financial data |
---|
Total income from all sources | 2015-12-31 | $195,728 |
Expenses. Total of all expenses incurred | 2015-12-31 | $168,364 |
Benefits paid (including direct rollovers) | 2015-12-31 | $162,919 |
Total plan assets at end of year | 2015-12-31 | $4,362,434 |
Total plan assets at beginning of year | 2015-12-31 | $4,335,070 |
Value of fidelity bond covering the plan | 2015-12-31 | $3,500,000 |
Total contributions received or receivable from participants | 2015-12-31 | $123,355 |
Other income received | 2015-12-31 | $-25,906 |
Net income (gross income less expenses) | 2015-12-31 | $27,364 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $4,362,434 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $4,335,070 |
Assets. Value of participant loans | 2015-12-31 | $189,502 |
Assets. Value of employer securities | 2015-12-31 | $747,803 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $98,279 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $5,445 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
2014 : CENTRAL SAVINGS BANK 401(K) PLAN 2014 401k financial data |
---|
Total income from all sources | 2014-12-31 | $469,486 |
Expenses. Total of all expenses incurred | 2014-12-31 | $99,515 |
Benefits paid (including direct rollovers) | 2014-12-31 | $93,895 |
Total plan assets at end of year | 2014-12-31 | $4,335,070 |
Total plan assets at beginning of year | 2014-12-31 | $3,965,099 |
Value of fidelity bond covering the plan | 2014-12-31 | $3,500,000 |
Total contributions received or receivable from participants | 2014-12-31 | $130,523 |
Other income received | 2014-12-31 | $242,460 |
Net income (gross income less expenses) | 2014-12-31 | $369,971 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $4,335,070 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $3,965,099 |
Assets. Value of participant loans | 2014-12-31 | $147,574 |
Assets. Value of employer securities | 2014-12-31 | $777,676 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $96,503 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $5,620 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
2013 : CENTRAL SAVINGS BANK 401(K) PLAN 2013 401k financial data |
---|
Total income from all sources | 2013-12-31 | $632,164 |
Expenses. Total of all expenses incurred | 2013-12-31 | $129,923 |
Benefits paid (including direct rollovers) | 2013-12-31 | $123,788 |
Total plan assets at end of year | 2013-12-31 | $3,965,099 |
Total plan assets at beginning of year | 2013-12-31 | $3,462,858 |
Value of fidelity bond covering the plan | 2013-12-31 | $3,500,000 |
Total contributions received or receivable from participants | 2013-12-31 | $126,870 |
Other income received | 2013-12-31 | $410,503 |
Net income (gross income less expenses) | 2013-12-31 | $502,241 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $3,965,099 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $3,462,858 |
Assets. Value of participant loans | 2013-12-31 | $153,180 |
Assets. Value of employer securities | 2013-12-31 | $689,007 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $94,791 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $6,135 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
2012 : CENTRAL SAVINGS BANK 401(K) PLAN 2012 401k financial data |
---|
Total income from all sources | 2012-12-31 | $389,078 |
Expenses. Total of all expenses incurred | 2012-12-31 | $55,856 |
Benefits paid (including direct rollovers) | 2012-12-31 | $47,912 |
Total plan assets at end of year | 2012-12-31 | $3,462,858 |
Total plan assets at beginning of year | 2012-12-31 | $3,129,636 |
Value of fidelity bond covering the plan | 2012-12-31 | $3,500,000 |
Total contributions received or receivable from participants | 2012-12-31 | $128,005 |
Other income received | 2012-12-31 | $164,616 |
Net income (gross income less expenses) | 2012-12-31 | $333,222 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $3,462,858 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $3,129,636 |
Assets. Value of participant loans | 2012-12-31 | $124,922 |
Assets. Value of employer securities | 2012-12-31 | $650,973 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $96,457 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $7,944 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
2011 : CENTRAL SAVINGS BANK 401(K) PLAN 2011 401k financial data |
---|
Total income from all sources | 2011-12-31 | $346,443 |
Expenses. Total of all expenses incurred | 2011-12-31 | $189,913 |
Benefits paid (including direct rollovers) | 2011-12-31 | $177,453 |
Total plan assets at end of year | 2011-12-31 | $3,129,636 |
Total plan assets at beginning of year | 2011-12-31 | $2,973,106 |
Value of fidelity bond covering the plan | 2011-12-31 | $3,500,000 |
Total contributions received or receivable from participants | 2011-12-31 | $108,988 |
Other income received | 2011-12-31 | $145,434 |
Net income (gross income less expenses) | 2011-12-31 | $156,530 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $3,129,636 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $2,973,106 |
Assets. Value of participant loans | 2011-12-31 | $107,672 |
Assets. Value of employer securities | 2011-12-31 | $743,290 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $92,021 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $12,460 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
2010 : CENTRAL SAVINGS BANK 401(K) PLAN 2010 401k financial data |
---|
Total income from all sources | 2010-12-31 | $387,960 |
Expenses. Total of all expenses incurred | 2010-12-31 | $37,780 |
Benefits paid (including direct rollovers) | 2010-12-31 | $14,626 |
Total plan assets at end of year | 2010-12-31 | $2,973,106 |
Total plan assets at beginning of year | 2010-12-31 | $2,622,926 |
Value of fidelity bond covering the plan | 2010-12-31 | $3,500,000 |
Total contributions received or receivable from participants | 2010-12-31 | $99,365 |
Other income received | 2010-12-31 | $199,301 |
Net income (gross income less expenses) | 2010-12-31 | $350,180 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $2,973,106 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $2,622,926 |
Assets. Value of participant loans | 2010-12-31 | $71,133 |
Assets. Value of employer securities | 2010-12-31 | $662,595 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $89,294 |
Value of certain deemed distributions of participant loans | 2010-12-31 | $8,927 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $14,227 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
2009 : CENTRAL SAVINGS BANK 401(K) PLAN 2009 401k financial data |
---|
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
2023: CENTRAL SAVINGS BANK 401(K) PLAN 2023 form 5500 responses |
---|
2023-01-01 | Type of plan entity | Single employer plan |
2023-01-01 | Submission has been amended | No |
2023-01-01 | This submission is the final filing | No |
2023-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2023-01-01 | Plan is a collectively bargained plan | No |
2023-01-01 | Plan funding arrangement – Trust | Yes |
2023-01-01 | Plan benefit arrangement - Trust | Yes |
2022: CENTRAL SAVINGS BANK 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 – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: CENTRAL SAVINGS BANK 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 – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: CENTRAL SAVINGS BANK 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: CENTRAL SAVINGS BANK 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: CENTRAL SAVINGS BANK 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: CENTRAL SAVINGS BANK 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: CENTRAL SAVINGS BANK 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 – Insurance | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: CENTRAL SAVINGS BANK 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 – Insurance | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: CENTRAL SAVINGS BANK 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 – Insurance | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: CENTRAL SAVINGS BANK 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 – Insurance | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: CENTRAL SAVINGS BANK 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 – Insurance | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: CENTRAL SAVINGS BANK 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 – Insurance | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2010: CENTRAL SAVINGS BANK 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 – Insurance | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |
2009: CENTRAL SAVINGS BANK 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 – Insurance | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
Policy contract number | 102482 |
Policy instance | 1 |
Insurance contract or identification number | 102482 | Number of Individuals Covered | 86 | Insurance policy start date | 2020-01-01 | Insurance policy end date | 2020-12-31 | Total amount of commissions paid to insurance broker | USD $16,794 | Total amount of fees paid to insurance company | USD $2,391 | 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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | 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 $16,794 | Insurance broker organization code? | 3 | Amount paid for insurance broker fees | 2391 | Additional information about fees paid to insurance broker | TPA COMPENSATION |
|
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
Policy contract number | 102482 |
Policy instance | 1 |
Insurance contract or identification number | 102482 | Number of Individuals Covered | 82 | Insurance policy start date | 2019-01-01 | Insurance policy end date | 2019-12-31 | Total amount of commissions paid to insurance broker | USD $17,222 | Total amount of fees paid to insurance company | USD $4,153 | 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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | 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 | Commission paid to Insurance Broker | USD $17,222 | Insurance broker organization code? | 3 | Amount paid for insurance broker fees | 4153 | Additional information about fees paid to insurance broker | TPA COMPENSATION |
|
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
Policy contract number | 102482 |
Policy instance | 1 |
Insurance contract or identification number | 102482 | Number of Individuals Covered | 77 | Insurance policy start date | 2018-01-01 | Insurance policy end date | 2018-12-31 | Total amount of commissions paid to insurance broker | USD $16,203 | Total amount of fees paid to insurance company | USD $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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | 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 | Commission paid to Insurance Broker | USD $16,203 | Insurance broker organization code? | 3 |
|
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
Policy contract number | 102482 |
Policy instance | 1 |
Insurance contract or identification number | 102482 | Number of Individuals Covered | 75 | Insurance policy start date | 2017-01-01 | Insurance policy end date | 2017-12-31 | Total amount of commissions paid to insurance broker | USD $14,662 | Total amount of fees paid to insurance company | USD $896 | 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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | 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 | Commission paid to Insurance Broker | USD $14,662 | Insurance broker organization code? | 3 | Amount paid for insurance broker fees | 896 | Additional information about fees paid to insurance broker | TPA COMPENSATION | Insurance broker name | BEENE GARTER LLP |
|
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
Policy contract number | 102482 |
Policy instance | 1 |
Insurance contract or identification number | 102482 | Number of Individuals Covered | 66 | Insurance policy start date | 2015-01-01 | Insurance policy end date | 2015-12-31 | Total amount of commissions paid to insurance broker | USD $11,999 | Total amount of fees paid to insurance company | USD $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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | 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 | Commission paid to Insurance Broker | USD $11,999 | Insurance broker organization code? | 3 | Insurance broker name | AMERIPRISE FINANCIAL SERVICES INC. |
|
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
Policy contract number | 102482 |
Policy instance | 1 |
Insurance contract or identification number | 102482 | Number of Individuals Covered | 77 | Insurance policy start date | 2014-01-01 | Insurance policy end date | 2014-12-31 | Total amount of commissions paid to insurance broker | USD $12,180 | Total amount of fees paid to insurance company | USD $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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | 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 | Commission paid to Insurance Broker | USD $12,180 | Insurance broker organization code? | 3 | Insurance broker name | AMERIPRISE FINANCIAL SERVICES INC. |
|
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
Policy contract number | 102482 |
Policy instance | 1 |
Insurance contract or identification number | 102482 | Number of Individuals Covered | 76 | Insurance policy start date | 2013-01-01 | Insurance policy end date | 2013-12-31 | Total amount of commissions paid to insurance broker | USD $11,791 | Total amount of fees paid to insurance company | USD $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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | 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 | Commission paid to Insurance Broker | USD $11,791 | Insurance broker organization code? | 3 | Insurance broker name | AMERIPRISE FINANCIAL SERVICES INC. |
|
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
Policy contract number | 102482 |
Policy instance | 1 |
Insurance contract or identification number | 102482 | Number of Individuals Covered | 81 | Insurance policy start date | 2012-01-01 | Insurance policy end date | 2012-12-31 | Total amount of commissions paid to insurance broker | USD $5,687 | Total amount of fees paid to insurance company | USD $82 | Are there contracts with allocated funds for individual policies? | No | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | 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 | Commission paid to Insurance Broker | USD $5,687 | Insurance broker organization code? | 3 | Amount paid for insurance broker fees | 82 | Additional information about fees paid to insurance broker | ADMINISTRATION | Insurance broker name | BEENE GARTER LLP |
|
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
Policy contract number | 102482 |
Policy instance | 2 |
Insurance contract or identification number | 102482 | Number of Individuals Covered | 81 | Insurance policy start date | 2011-01-01 | Insurance policy end date | 2011-12-31 | Total amount of commissions paid to insurance broker | USD $18,197 | Total amount of fees paid to insurance company | USD $234 | Are there contracts with allocated funds for individual policies? | No | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | 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 |
|
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 ) |
Policy contract number | GAP-52-JX87 |
Policy instance | 1 |
Insurance contract or identification number | GAP-52-JX87 | Number of Individuals Covered | 0 | Insurance policy start date | 2011-01-01 | Insurance policy end date | 2011-12-31 | Total amount of commissions paid to insurance broker | USD $6,180 | Total amount of fees paid to insurance company | USD $1,128 | Are there contracts with allocated funds for individual policies? | No | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | 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 |
|
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 ) |
Policy contract number | GAP-52-JX87 |
Policy instance | 1 |
Insurance contract or identification number | GAP-52-JX87 | Number of Individuals Covered | 85 | Insurance policy start date | 2010-01-01 | Insurance policy end date | 2010-12-31 | Total amount of commissions paid to insurance broker | USD $7,816 | Total amount of fees paid to insurance company | USD $1,331 | Are there contracts with allocated funds for individual policies? | No | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | 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 | Commission paid to Insurance Broker | USD $7,816 | Amount paid for insurance broker fees | 1331 | Additional information about fees paid to insurance broker | ADMINISTRATION | Insurance broker organization code? | 3 | Insurance broker name | AMERIPRISE FINANCIAL SERVICES |
|