BELCO INDUSTRIES, INC. has sponsored the creation of one or more 401k plans.
Additional information about BELCO INDUSTRIES, INC.
Measure | Date | Value |
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2021: BELCO INDUSTRIES SAVINGS PLAN 2021 401k membership |
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Total participants, beginning-of-year | 2021-08-01 | 40 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-08-01 | 34 |
Number of retired or separated participants receiving benefits | 2021-08-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-08-01 | 4 |
Total of all active and inactive participants | 2021-08-01 | 38 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-08-01 | 0 |
Total participants | 2021-08-01 | 38 |
Number of participants with account balances | 2021-08-01 | 37 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-08-01 | 1 |
2020: BELCO INDUSTRIES SAVINGS PLAN 2020 401k membership |
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Total participants, beginning-of-year | 2020-08-01 | 38 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-08-01 | 33 |
Number of retired or separated participants receiving benefits | 2020-08-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-08-01 | 5 |
Total of all active and inactive participants | 2020-08-01 | 38 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-08-01 | 0 |
Total participants | 2020-08-01 | 38 |
Number of participants with account balances | 2020-08-01 | 37 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-08-01 | 0 |
2019: BELCO INDUSTRIES SAVINGS PLAN 2019 401k membership |
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Total participants, beginning-of-year | 2019-08-01 | 41 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-08-01 | 32 |
Number of retired or separated participants receiving benefits | 2019-08-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-08-01 | 4 |
Total of all active and inactive participants | 2019-08-01 | 36 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-08-01 | 0 |
Total participants | 2019-08-01 | 36 |
Number of participants with account balances | 2019-08-01 | 35 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-08-01 | 0 |
2018: BELCO INDUSTRIES SAVINGS PLAN 2018 401k membership |
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Total participants, beginning-of-year | 2018-08-01 | 40 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-08-01 | 33 |
Number of retired or separated participants receiving benefits | 2018-08-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-08-01 | 6 |
Total of all active and inactive participants | 2018-08-01 | 39 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-08-01 | 0 |
Total participants | 2018-08-01 | 39 |
Number of participants with account balances | 2018-08-01 | 38 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-08-01 | 2 |
2017: BELCO INDUSTRIES SAVINGS PLAN 2017 401k membership |
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Total participants, beginning-of-year | 2017-08-01 | 44 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-08-01 | 36 |
Number of retired or separated participants receiving benefits | 2017-08-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-08-01 | 3 |
Total of all active and inactive participants | 2017-08-01 | 39 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-08-01 | 0 |
Total participants | 2017-08-01 | 39 |
Number of participants with account balances | 2017-08-01 | 37 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-08-01 | 2 |
2016: BELCO INDUSTRIES SAVINGS PLAN 2016 401k membership |
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Total participants, beginning-of-year | 2016-08-01 | 44 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-08-01 | 37 |
Number of retired or separated participants receiving benefits | 2016-08-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-08-01 | 4 |
Total of all active and inactive participants | 2016-08-01 | 41 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-08-01 | 0 |
Total participants | 2016-08-01 | 41 |
Number of participants with account balances | 2016-08-01 | 40 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-08-01 | 0 |
2015: BELCO INDUSTRIES SAVINGS PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-08-01 | 42 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-08-01 | 38 |
Number of retired or separated participants receiving benefits | 2015-08-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-08-01 | 4 |
Total of all active and inactive participants | 2015-08-01 | 42 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-08-01 | 0 |
Total participants | 2015-08-01 | 42 |
Number of participants with account balances | 2015-08-01 | 41 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-08-01 | 3 |
2014: BELCO INDUSTRIES SAVINGS PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-08-01 | 37 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-08-01 | 38 |
Number of retired or separated participants receiving benefits | 2014-08-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-08-01 | 3 |
Total of all active and inactive participants | 2014-08-01 | 41 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-08-01 | 0 |
Total participants | 2014-08-01 | 41 |
Number of participants with account balances | 2014-08-01 | 39 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-08-01 | 1 |
2013: BELCO INDUSTRIES SAVINGS PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-08-01 | 38 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-08-01 | 35 |
Number of retired or separated participants receiving benefits | 2013-08-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-08-01 | 1 |
Total of all active and inactive participants | 2013-08-01 | 36 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-08-01 | 0 |
Total participants | 2013-08-01 | 36 |
Number of participants with account balances | 2013-08-01 | 35 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-08-01 | 0 |
2012: BELCO INDUSTRIES SAVINGS PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-08-01 | 32 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-08-01 | 33 |
Number of retired or separated participants receiving benefits | 2012-08-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-08-01 | 3 |
Total of all active and inactive participants | 2012-08-01 | 36 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-08-01 | 0 |
Total participants | 2012-08-01 | 36 |
Number of participants with account balances | 2012-08-01 | 34 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-08-01 | 0 |
2011: BELCO INDUSTRIES SAVINGS PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-08-01 | 29 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-08-01 | 27 |
Number of retired or separated participants receiving benefits | 2011-08-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-08-01 | 1 |
Total of all active and inactive participants | 2011-08-01 | 28 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-08-01 | 0 |
Total participants | 2011-08-01 | 28 |
Number of participants with account balances | 2011-08-01 | 28 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-08-01 | 0 |
2009: BELCO INDUSTRIES SAVINGS PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-08-01 | 30 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-08-01 | 27 |
Number of retired or separated participants receiving benefits | 2009-08-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-08-01 | 2 |
Total of all active and inactive participants | 2009-08-01 | 29 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-08-01 | 0 |
Total participants | 2009-08-01 | 29 |
Number of participants with account balances | 2009-08-01 | 29 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-08-01 | 0 |
Measure | Date | Value |
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2022 : BELCO INDUSTRIES SAVINGS PLAN 2022 401k financial data |
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Total plan liabilities at end of year | 2022-07-31 | $293 |
Total plan liabilities at beginning of year | 2022-07-31 | $293 |
Total income from all sources | 2022-07-31 | $1,210,470 |
Expenses. Total of all expenses incurred | 2022-07-31 | $444,839 |
Benefits paid (including direct rollovers) | 2022-07-31 | $426,065 |
Total plan assets at end of year | 2022-07-31 | $5,438,381 |
Total plan assets at beginning of year | 2022-07-31 | $4,672,750 |
Value of fidelity bond covering the plan | 2022-07-31 | $500,000 |
Total contributions received or receivable from participants | 2022-07-31 | $223,535 |
Other income received | 2022-07-31 | $986,935 |
Net income (gross income less expenses) | 2022-07-31 | $765,631 |
Net plan assets at end of year (total assets less liabilities) | 2022-07-31 | $5,438,088 |
Net plan assets at beginning of year (total assets less liabilities) | 2022-07-31 | $4,672,457 |
Assets. Value of employer securities | 2022-07-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2022-07-31 | $18,774 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2022-07-31 | $0 |
2021 : BELCO INDUSTRIES SAVINGS PLAN 2021 401k financial data |
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Total plan liabilities at end of year | 2021-07-31 | $293 |
Total plan liabilities at beginning of year | 2021-07-31 | $0 |
Total income from all sources | 2021-07-31 | $1,291,419 |
Expenses. Total of all expenses incurred | 2021-07-31 | $911,420 |
Benefits paid (including direct rollovers) | 2021-07-31 | $892,273 |
Total plan assets at end of year | 2021-07-31 | $4,672,750 |
Total plan assets at beginning of year | 2021-07-31 | $4,292,458 |
Value of fidelity bond covering the plan | 2021-07-31 | $500,000 |
Total contributions received or receivable from participants | 2021-07-31 | $227,672 |
Other income received | 2021-07-31 | $1,013,747 |
Net income (gross income less expenses) | 2021-07-31 | $379,999 |
Net plan assets at end of year (total assets less liabilities) | 2021-07-31 | $4,672,457 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-07-31 | $4,292,458 |
Assets. Value of employer securities | 2021-07-31 | $981,487 |
Total contributions received or receivable from employer(s) | 2021-07-31 | $50,000 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2021-07-31 | $19,147 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-07-31 | $0 |
2020 : BELCO INDUSTRIES SAVINGS PLAN 2020 401k financial data |
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Total plan liabilities at end of year | 2020-07-31 | $0 |
Total plan liabilities at beginning of year | 2020-07-31 | $0 |
Total income from all sources | 2020-07-31 | $692,060 |
Expenses. Total of all expenses incurred | 2020-07-31 | $191,098 |
Benefits paid (including direct rollovers) | 2020-07-31 | $171,637 |
Total plan assets at end of year | 2020-07-31 | $4,292,458 |
Total plan assets at beginning of year | 2020-07-31 | $3,791,496 |
Value of fidelity bond covering the plan | 2020-07-31 | $400,000 |
Total contributions received or receivable from participants | 2020-07-31 | $229,898 |
Other income received | 2020-07-31 | $312,126 |
Net income (gross income less expenses) | 2020-07-31 | $500,962 |
Net plan assets at end of year (total assets less liabilities) | 2020-07-31 | $4,292,458 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-07-31 | $3,791,496 |
Assets. Value of employer securities | 2020-07-31 | $678,447 |
Total contributions received or receivable from employer(s) | 2020-07-31 | $150,036 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2020-07-31 | $19,461 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-07-31 | $0 |
2019 : BELCO INDUSTRIES SAVINGS PLAN 2019 401k financial data |
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Total plan liabilities at end of year | 2019-07-31 | $0 |
Total plan liabilities at beginning of year | 2019-07-31 | $0 |
Total income from all sources | 2019-07-31 | $284,695 |
Expenses. Total of all expenses incurred | 2019-07-31 | $25,804 |
Benefits paid (including direct rollovers) | 2019-07-31 | $1,150 |
Total plan assets at end of year | 2019-07-31 | $3,791,496 |
Total plan assets at beginning of year | 2019-07-31 | $3,532,605 |
Value of fidelity bond covering the plan | 2019-07-31 | $400,000 |
Total contributions received or receivable from participants | 2019-07-31 | $190,206 |
Other income received | 2019-07-31 | $94,489 |
Net income (gross income less expenses) | 2019-07-31 | $258,891 |
Net plan assets at end of year (total assets less liabilities) | 2019-07-31 | $3,791,496 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-07-31 | $3,532,605 |
Assets. Value of employer securities | 2019-07-31 | $635,508 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2019-07-31 | $24,654 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-07-31 | $0 |
2018 : BELCO INDUSTRIES SAVINGS PLAN 2018 401k financial data |
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Total plan liabilities at end of year | 2018-07-31 | $0 |
Total plan liabilities at beginning of year | 2018-07-31 | $0 |
Total income from all sources | 2018-07-31 | $393,130 |
Expenses. Total of all expenses incurred | 2018-07-31 | $374,534 |
Benefits paid (including direct rollovers) | 2018-07-31 | $370,480 |
Total plan assets at end of year | 2018-07-31 | $3,532,605 |
Total plan assets at beginning of year | 2018-07-31 | $3,514,009 |
Value of fidelity bond covering the plan | 2018-07-31 | $400,000 |
Total contributions received or receivable from participants | 2018-07-31 | $182,491 |
Expenses. Other expenses not covered elsewhere | 2018-07-31 | $0 |
Contributions received from other sources (not participants or employers) | 2018-07-31 | $0 |
Other income received | 2018-07-31 | $210,639 |
Noncash contributions received | 2018-07-31 | $0 |
Net income (gross income less expenses) | 2018-07-31 | $18,596 |
Net plan assets at end of year (total assets less liabilities) | 2018-07-31 | $3,532,605 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-07-31 | $3,514,009 |
Assets. Value of employer securities | 2018-07-31 | $668,674 |
Total contributions received or receivable from employer(s) | 2018-07-31 | $0 |
Value of certain deemed distributions of participant loans | 2018-07-31 | $0 |
Value of corrective distributions | 2018-07-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2018-07-31 | $4,054 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-07-31 | $0 |
2017 : BELCO INDUSTRIES SAVINGS PLAN 2017 401k financial data |
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Transfers to/from the plan | 2017-07-31 | $4,943 |
Total plan liabilities at end of year | 2017-07-31 | $0 |
Total plan liabilities at beginning of year | 2017-07-31 | $0 |
Total income from all sources | 2017-07-31 | $601,177 |
Expenses. Total of all expenses incurred | 2017-07-31 | $486,212 |
Benefits paid (including direct rollovers) | 2017-07-31 | $486,087 |
Total plan assets at end of year | 2017-07-31 | $3,514,009 |
Total plan assets at beginning of year | 2017-07-31 | $3,394,101 |
Value of fidelity bond covering the plan | 2017-07-31 | $350,000 |
Total contributions received or receivable from participants | 2017-07-31 | $169,185 |
Expenses. Other expenses not covered elsewhere | 2017-07-31 | $0 |
Contributions received from other sources (not participants or employers) | 2017-07-31 | $0 |
Other income received | 2017-07-31 | $356,992 |
Noncash contributions received | 2017-07-31 | $0 |
Net income (gross income less expenses) | 2017-07-31 | $114,965 |
Net plan assets at end of year (total assets less liabilities) | 2017-07-31 | $3,514,009 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-07-31 | $3,394,101 |
Assets. Value of employer securities | 2017-07-31 | $680,615 |
Total contributions received or receivable from employer(s) | 2017-07-31 | $75,000 |
Value of certain deemed distributions of participant loans | 2017-07-31 | $0 |
Value of corrective distributions | 2017-07-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2017-07-31 | $125 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-07-31 | $0 |
2016 : BELCO INDUSTRIES SAVINGS PLAN 2016 401k financial data |
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Transfers to/from the plan | 2016-07-31 | $49,429 |
Total plan liabilities at end of year | 2016-07-31 | $0 |
Total plan liabilities at beginning of year | 2016-07-31 | $0 |
Total income from all sources | 2016-07-31 | $228,820 |
Expenses. Total of all expenses incurred | 2016-07-31 | $43,481 |
Benefits paid (including direct rollovers) | 2016-07-31 | $43,381 |
Total plan assets at end of year | 2016-07-31 | $3,394,101 |
Total plan assets at beginning of year | 2016-07-31 | $3,159,333 |
Value of fidelity bond covering the plan | 2016-07-31 | $350,000 |
Total contributions received or receivable from participants | 2016-07-31 | $162,610 |
Expenses. Other expenses not covered elsewhere | 2016-07-31 | $0 |
Contributions received from other sources (not participants or employers) | 2016-07-31 | $0 |
Other income received | 2016-07-31 | $66,210 |
Noncash contributions received | 2016-07-31 | $0 |
Net income (gross income less expenses) | 2016-07-31 | $185,339 |
Net plan assets at end of year (total assets less liabilities) | 2016-07-31 | $3,394,101 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-07-31 | $3,159,333 |
Assets. Value of employer securities | 2016-07-31 | $752,153 |
Total contributions received or receivable from employer(s) | 2016-07-31 | $0 |
Value of certain deemed distributions of participant loans | 2016-07-31 | $0 |
Value of corrective distributions | 2016-07-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2016-07-31 | $100 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-07-31 | $0 |
2015 : BELCO INDUSTRIES SAVINGS PLAN 2015 401k financial data |
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Transfers to/from the plan | 2015-07-31 | $130,241 |
Total plan liabilities at end of year | 2015-07-31 | $0 |
Total plan liabilities at beginning of year | 2015-07-31 | $0 |
Total income from all sources | 2015-07-31 | $434,636 |
Expenses. Total of all expenses incurred | 2015-07-31 | $164,609 |
Benefits paid (including direct rollovers) | 2015-07-31 | $164,559 |
Total plan assets at end of year | 2015-07-31 | $3,159,333 |
Total plan assets at beginning of year | 2015-07-31 | $2,759,065 |
Value of fidelity bond covering the plan | 2015-07-31 | $275,000 |
Total contributions received or receivable from participants | 2015-07-31 | $179,861 |
Expenses. Other expenses not covered elsewhere | 2015-07-31 | $0 |
Contributions received from other sources (not participants or employers) | 2015-07-31 | $32,915 |
Other income received | 2015-07-31 | $171,860 |
Noncash contributions received | 2015-07-31 | $0 |
Net income (gross income less expenses) | 2015-07-31 | $270,027 |
Net plan assets at end of year (total assets less liabilities) | 2015-07-31 | $3,159,333 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-07-31 | $2,759,065 |
Assets. Value of employer securities | 2015-07-31 | $731,024 |
Total contributions received or receivable from employer(s) | 2015-07-31 | $50,000 |
Value of certain deemed distributions of participant loans | 2015-07-31 | $0 |
Value of corrective distributions | 2015-07-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2015-07-31 | $50 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-07-31 | $0 |
2014 : BELCO INDUSTRIES SAVINGS PLAN 2014 401k financial data |
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Transfers to/from the plan | 2014-07-31 | $0 |
Total plan liabilities at end of year | 2014-07-31 | $0 |
Total plan liabilities at beginning of year | 2014-07-31 | $0 |
Total income from all sources | 2014-07-31 | $503,639 |
Expenses. Total of all expenses incurred | 2014-07-31 | $49,830 |
Benefits paid (including direct rollovers) | 2014-07-31 | $48,935 |
Total plan assets at end of year | 2014-07-31 | $2,758,043 |
Total plan assets at beginning of year | 2014-07-31 | $2,304,234 |
Value of fidelity bond covering the plan | 2014-07-31 | $275,000 |
Total contributions received or receivable from participants | 2014-07-31 | $180,505 |
Expenses. Other expenses not covered elsewhere | 2014-07-31 | $845 |
Contributions received from other sources (not participants or employers) | 2014-07-31 | $0 |
Other income received | 2014-07-31 | $262,833 |
Noncash contributions received | 2014-07-31 | $0 |
Net income (gross income less expenses) | 2014-07-31 | $453,809 |
Net plan assets at end of year (total assets less liabilities) | 2014-07-31 | $2,758,043 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-07-31 | $2,304,234 |
Assets. Value of employer securities | 2014-07-31 | $639,529 |
Total contributions received or receivable from employer(s) | 2014-07-31 | $60,301 |
Value of certain deemed distributions of participant loans | 2014-07-31 | $0 |
Value of corrective distributions | 2014-07-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2014-07-31 | $50 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-07-31 | $0 |
2013 : BELCO INDUSTRIES SAVINGS PLAN 2013 401k financial data |
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Transfers to/from the plan | 2013-07-31 | $1,189 |
Total plan liabilities at end of year | 2013-07-31 | $0 |
Total plan liabilities at beginning of year | 2013-07-31 | $0 |
Total income from all sources | 2013-07-31 | $449,357 |
Expenses. Total of all expenses incurred | 2013-07-31 | $181,751 |
Benefits paid (including direct rollovers) | 2013-07-31 | $180,806 |
Total plan assets at end of year | 2013-07-31 | $2,304,234 |
Total plan assets at beginning of year | 2013-07-31 | $2,035,439 |
Value of fidelity bond covering the plan | 2013-07-31 | $250,000 |
Total contributions received or receivable from participants | 2013-07-31 | $149,938 |
Expenses. Other expenses not covered elsewhere | 2013-07-31 | $845 |
Contributions received from other sources (not participants or employers) | 2013-07-31 | $0 |
Other income received | 2013-07-31 | $239,419 |
Noncash contributions received | 2013-07-31 | $0 |
Net income (gross income less expenses) | 2013-07-31 | $267,606 |
Net plan assets at end of year (total assets less liabilities) | 2013-07-31 | $2,304,234 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-07-31 | $2,035,439 |
Assets. Value of employer securities | 2013-07-31 | $567,464 |
Total contributions received or receivable from employer(s) | 2013-07-31 | $60,000 |
Value of certain deemed distributions of participant loans | 2013-07-31 | $0 |
Value of corrective distributions | 2013-07-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2013-07-31 | $100 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-07-31 | $0 |
2012 : BELCO INDUSTRIES SAVINGS PLAN 2012 401k financial data |
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Total plan liabilities at beginning of year | 2012-07-31 | $0 |
Total income from all sources | 2012-07-31 | $267,954 |
Expenses. Total of all expenses incurred | 2012-07-31 | $181,097 |
Benefits paid (including direct rollovers) | 2012-07-31 | $180,202 |
Total plan assets at end of year | 2012-07-31 | $2,035,439 |
Total plan assets at beginning of year | 2012-07-31 | $1,948,582 |
Value of fidelity bond covering the plan | 2012-07-31 | $250,000 |
Total contributions received or receivable from participants | 2012-07-31 | $140,097 |
Expenses. Other expenses not covered elsewhere | 2012-07-31 | $845 |
Contributions received from other sources (not participants or employers) | 2012-07-31 | $0 |
Other income received | 2012-07-31 | $52,857 |
Noncash contributions received | 2012-07-31 | $0 |
Net income (gross income less expenses) | 2012-07-31 | $86,857 |
Net plan assets at end of year (total assets less liabilities) | 2012-07-31 | $2,035,439 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-07-31 | $1,948,582 |
Assets. Value of employer securities | 2012-07-31 | $602,678 |
Total contributions received or receivable from employer(s) | 2012-07-31 | $75,000 |
Value of certain deemed distributions of participant loans | 2012-07-31 | $0 |
Value of corrective distributions | 2012-07-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2012-07-31 | $50 |
2011 : BELCO INDUSTRIES SAVINGS PLAN 2011 401k financial data |
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Total plan liabilities at end of year | 2011-07-31 | $0 |
Total plan liabilities at beginning of year | 2011-07-31 | $0 |
Total income from all sources | 2011-07-31 | $319,189 |
Expenses. Total of all expenses incurred | 2011-07-31 | $80,933 |
Benefits paid (including direct rollovers) | 2011-07-31 | $79,448 |
Total plan assets at end of year | 2011-07-31 | $1,948,582 |
Total plan assets at beginning of year | 2011-07-31 | $1,710,326 |
Value of fidelity bond covering the plan | 2011-07-31 | $250,000 |
Total contributions received or receivable from participants | 2011-07-31 | $106,131 |
Expenses. Other expenses not covered elsewhere | 2011-07-31 | $850 |
Contributions received from other sources (not participants or employers) | 2011-07-31 | $0 |
Other income received | 2011-07-31 | $163,058 |
Noncash contributions received | 2011-07-31 | $0 |
Net income (gross income less expenses) | 2011-07-31 | $238,256 |
Net plan assets at end of year (total assets less liabilities) | 2011-07-31 | $1,948,582 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-07-31 | $1,710,326 |
Assets. Value of employer securities | 2011-07-31 | $680,568 |
Total contributions received or receivable from employer(s) | 2011-07-31 | $50,000 |
Value of certain deemed distributions of participant loans | 2011-07-31 | $0 |
Value of corrective distributions | 2011-07-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2011-07-31 | $635 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-07-31 | $0 |
2010 : BELCO INDUSTRIES SAVINGS PLAN 2010 401k financial data |
---|
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-07-31 | $0 |
2021: BELCO INDUSTRIES SAVINGS PLAN 2021 form 5500 responses |
---|
2021-08-01 | Type of plan entity | Single employer plan |
2021-08-01 | Submission has been amended | No |
2021-08-01 | This submission is the final filing | No |
2021-08-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-08-01 | Plan is a collectively bargained plan | No |
2021-08-01 | Plan funding arrangement – Insurance | Yes |
2021-08-01 | Plan funding arrangement – Trust | Yes |
2021-08-01 | Plan benefit arrangement – Insurance | Yes |
2021-08-01 | Plan benefit arrangement - Trust | Yes |
2020: BELCO INDUSTRIES SAVINGS PLAN 2020 form 5500 responses |
---|
2020-08-01 | Type of plan entity | Single employer plan |
2020-08-01 | Submission has been amended | No |
2020-08-01 | This submission is the final filing | No |
2020-08-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-08-01 | Plan is a collectively bargained plan | No |
2020-08-01 | Plan funding arrangement – Insurance | Yes |
2020-08-01 | Plan funding arrangement – Trust | Yes |
2020-08-01 | Plan benefit arrangement – Insurance | Yes |
2020-08-01 | Plan benefit arrangement - Trust | Yes |
2019: BELCO INDUSTRIES SAVINGS PLAN 2019 form 5500 responses |
---|
2019-08-01 | Type of plan entity | Single employer plan |
2019-08-01 | Submission has been amended | No |
2019-08-01 | This submission is the final filing | No |
2019-08-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-08-01 | Plan is a collectively bargained plan | No |
2019-08-01 | Plan funding arrangement – Insurance | Yes |
2019-08-01 | Plan funding arrangement – Trust | Yes |
2019-08-01 | Plan benefit arrangement – Insurance | Yes |
2019-08-01 | Plan benefit arrangement - Trust | Yes |
2018: BELCO INDUSTRIES SAVINGS PLAN 2018 form 5500 responses |
---|
2018-08-01 | Type of plan entity | Single employer plan |
2018-08-01 | Submission has been amended | No |
2018-08-01 | This submission is the final filing | No |
2018-08-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-08-01 | Plan is a collectively bargained plan | No |
2018-08-01 | Plan funding arrangement – Insurance | Yes |
2018-08-01 | Plan funding arrangement – Trust | Yes |
2018-08-01 | Plan benefit arrangement – Insurance | Yes |
2018-08-01 | Plan benefit arrangement - Trust | Yes |
2017: BELCO INDUSTRIES SAVINGS PLAN 2017 form 5500 responses |
---|
2017-08-01 | Type of plan entity | Single employer plan |
2017-08-01 | Submission has been amended | No |
2017-08-01 | This submission is the final filing | No |
2017-08-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-08-01 | Plan is a collectively bargained plan | No |
2017-08-01 | Plan funding arrangement – Insurance | Yes |
2017-08-01 | Plan funding arrangement – Trust | Yes |
2017-08-01 | Plan benefit arrangement – Insurance | Yes |
2017-08-01 | Plan benefit arrangement - Trust | Yes |
2016: BELCO INDUSTRIES SAVINGS PLAN 2016 form 5500 responses |
---|
2016-08-01 | Type of plan entity | Single employer plan |
2016-08-01 | Submission has been amended | No |
2016-08-01 | This submission is the final filing | No |
2016-08-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-08-01 | Plan is a collectively bargained plan | No |
2016-08-01 | Plan funding arrangement – Insurance | Yes |
2016-08-01 | Plan funding arrangement – Trust | Yes |
2016-08-01 | Plan benefit arrangement – Insurance | Yes |
2016-08-01 | Plan benefit arrangement - Trust | Yes |
2015: BELCO INDUSTRIES SAVINGS PLAN 2015 form 5500 responses |
---|
2015-08-01 | Type of plan entity | Single employer plan |
2015-08-01 | Submission has been amended | No |
2015-08-01 | This submission is the final filing | No |
2015-08-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-08-01 | Plan is a collectively bargained plan | No |
2015-08-01 | Plan funding arrangement – Insurance | Yes |
2015-08-01 | Plan funding arrangement – Trust | Yes |
2015-08-01 | Plan benefit arrangement – Insurance | Yes |
2015-08-01 | Plan benefit arrangement - Trust | Yes |
2014: BELCO INDUSTRIES SAVINGS PLAN 2014 form 5500 responses |
---|
2014-08-01 | Type of plan entity | Single employer plan |
2014-08-01 | Submission has been amended | No |
2014-08-01 | This submission is the final filing | No |
2014-08-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-08-01 | Plan is a collectively bargained plan | No |
2014-08-01 | Plan funding arrangement – Insurance | Yes |
2014-08-01 | Plan funding arrangement – Trust | Yes |
2014-08-01 | Plan benefit arrangement – Insurance | Yes |
2014-08-01 | Plan benefit arrangement - Trust | Yes |
2013: BELCO INDUSTRIES SAVINGS PLAN 2013 form 5500 responses |
---|
2013-08-01 | Type of plan entity | Single employer plan |
2013-08-01 | Submission has been amended | Yes |
2013-08-01 | This submission is the final filing | No |
2013-08-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-08-01 | Plan is a collectively bargained plan | No |
2013-08-01 | Plan funding arrangement – Insurance | Yes |
2013-08-01 | Plan funding arrangement – Trust | Yes |
2013-08-01 | Plan benefit arrangement – Insurance | Yes |
2013-08-01 | Plan benefit arrangement - Trust | Yes |
2012: BELCO INDUSTRIES SAVINGS PLAN 2012 form 5500 responses |
---|
2012-08-01 | Type of plan entity | Single employer plan |
2012-08-01 | Submission has been amended | No |
2012-08-01 | This submission is the final filing | No |
2012-08-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-08-01 | Plan is a collectively bargained plan | No |
2012-08-01 | Plan funding arrangement – Insurance | Yes |
2012-08-01 | Plan funding arrangement – Trust | Yes |
2012-08-01 | Plan benefit arrangement – Insurance | Yes |
2012-08-01 | Plan benefit arrangement - Trust | Yes |
2011: BELCO INDUSTRIES SAVINGS PLAN 2011 form 5500 responses |
---|
2011-08-01 | Type of plan entity | Single employer plan |
2011-08-01 | Submission has been amended | No |
2011-08-01 | This submission is the final filing | No |
2011-08-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-08-01 | Plan is a collectively bargained plan | No |
2011-08-01 | Plan funding arrangement – Insurance | Yes |
2011-08-01 | Plan funding arrangement – Trust | Yes |
2011-08-01 | Plan benefit arrangement – Insurance | Yes |
2011-08-01 | Plan benefit arrangement - Trust | Yes |
2009: BELCO INDUSTRIES SAVINGS PLAN 2009 form 5500 responses |
---|
2009-08-01 | Type of plan entity | Single employer plan |
2009-08-01 | Submission has been amended | No |
2009-08-01 | This submission is the final filing | No |
2009-08-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-08-01 | Plan is a collectively bargained plan | No |
2009-08-01 | Plan funding arrangement – Insurance | Yes |
2009-08-01 | Plan funding arrangement – Trust | Yes |
2009-08-01 | Plan benefit arrangement – Insurance | Yes |
2009-08-01 | Plan benefit arrangement - Trust | Yes |
ING USA ANNUITY AND LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 00000 ) |
Policy contract number | GR2303 |
Policy instance | 1 |
Insurance contract or identification number | GR2303 | Number of Individuals Covered | 0 | Insurance policy start date | 2021-08-01 | Insurance policy end date | 2022-07-31 | Are there contracts with allocated funds for individual policies? | 1 | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | 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 |
|
ING USA ANNUITY AND LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 00000 ) |
Policy contract number | GR2303 |
Policy instance | 1 |
Insurance contract or identification number | GR2303 | Number of Individuals Covered | 2 | Insurance policy start date | 2020-08-01 | Insurance policy end date | 2021-07-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | 1 | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | 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 |
|
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
Policy contract number | 86239 |
Policy instance | 2 |
Insurance contract or identification number | 86239 | Number of Individuals Covered | 0 | Insurance policy start date | 2019-08-01 | Insurance policy end date | 2020-01-06 | Total amount of commissions paid to insurance broker | USD $3,976 | Total amount of fees paid to insurance company | USD $691 | 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? | Yes | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Commission paid to Insurance Broker | USD $3,976 | Insurance broker organization code? | 3 | Amount paid for insurance broker fees | 691 | Additional information about fees paid to insurance broker | TPA COMPENSATION |
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TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 ) |
Policy contract number | 810269-000 |
Policy instance | 3 |
Insurance contract or identification number | 810269-000 | Number of Individuals Covered | 36 | Insurance policy start date | 2019-10-18 | Insurance policy end date | 2020-07-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $4,302 | 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? | Yes | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Amount paid for insurance broker fees | 4302 | Additional information about fees paid to insurance broker | TPA FEE | Insurance broker organization code? | 5 |
|
ING USA ANNUITY AND LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 00000 ) |
Policy contract number | GR2303 |
Policy instance | 1 |
Insurance contract or identification number | GR2303 | Number of Individuals Covered | 2 | Insurance policy start date | 2019-08-01 | Insurance policy end date | 2020-07-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | 1 | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | 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 |
|
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
Policy contract number | 86239 |
Policy instance | 2 |
Insurance contract or identification number | 86239 | Number of Individuals Covered | 39 | Insurance policy start date | 2018-08-01 | Insurance policy end date | 2019-07-31 | Total amount of commissions paid to insurance broker | USD $7,195 | Total amount of fees paid to insurance company | USD $1,488 | 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? | Yes | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Commission paid to Insurance Broker | USD $7,195 | Insurance broker organization code? | 3 | Amount paid for insurance broker fees | 1488 | Additional information about fees paid to insurance broker | TPA COMPENSATION |
|
ING USA ANNUITY AND LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 00000 ) |
Policy contract number | GR2303 |
Policy instance | 1 |
Insurance contract or identification number | GR2303 | Number of Individuals Covered | 2 | Insurance policy start date | 2018-08-01 | Insurance policy end date | 2019-07-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | 1 | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | 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 |
|
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
Policy contract number | 86239 |
Policy instance | 2 |
Insurance contract or identification number | 86239 | Number of Individuals Covered | 39 | Insurance policy start date | 2017-08-01 | Insurance policy end date | 2018-07-31 | Total amount of commissions paid to insurance broker | USD $7,151 | Total amount of fees paid to insurance company | USD $1,430 | 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? | Yes | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Commission paid to Insurance Broker | USD $7,151 | Insurance broker organization code? | 3 | Amount paid for insurance broker fees | 1430 | Additional information about fees paid to insurance broker | TPA COMPENSATION | Insurance broker name | NILES LANKFORD GROUP, INC. |
|
ING USA ANNUITY AND LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 00000 ) |
Policy contract number | GR2303 |
Policy instance | 1 |
Insurance contract or identification number | GR2303 | Number of Individuals Covered | 2 | Insurance policy start date | 2017-08-01 | Insurance policy end date | 2018-07-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | 1 | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | 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 |
|
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
Policy contract number | 86239 |
Policy instance | 2 |
Insurance contract or identification number | 86239 | Number of Individuals Covered | 39 | Insurance policy start date | 2015-08-01 | Insurance policy end date | 2016-07-31 | Total amount of commissions paid to insurance broker | USD $5,695 | Total amount of fees paid to insurance company | USD $1,228 | Are there contracts with allocated funds for individual policies? | No | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Commission paid to Insurance Broker | USD $5,695 | Insurance broker organization code? | 3 | Amount paid for insurance broker fees | 1228 | Additional information about fees paid to insurance broker | TPA COMPENSATION | Insurance broker name | NILES LANKFORD GROUP, INC. |
|
ING USA ANNUITY AND LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 00000 ) |
Policy contract number | GR2303 |
Policy instance | 1 |
Insurance contract or identification number | GR2303 | Number of Individuals Covered | 3 | Insurance policy start date | 2015-08-01 | Insurance policy end date | 2016-07-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | Yes | 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 |
|
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
Policy contract number | 86239 |
Policy instance | 2 |
Insurance contract or identification number | 86239 | Number of Individuals Covered | 40 | Insurance policy start date | 2014-08-01 | Insurance policy end date | 2015-07-31 | Total amount of commissions paid to insurance broker | USD $5,787 | Total amount of fees paid to insurance company | USD $1,146 | Are there contracts with allocated funds for individual policies? | No | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Commission paid to Insurance Broker | USD $5,787 | Insurance broker organization code? | 3 | Amount paid for insurance broker fees | 1146 | Additional information about fees paid to insurance broker | TPA COMPENSATION | Insurance broker name | NILES LANKFORD GROUP, INC. |
|
ING USA ANNUITY AND LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 00000 ) |
Policy contract number | GR2303 |
Policy instance | 1 |
Insurance contract or identification number | GR2303 | Number of Individuals Covered | 3 | Insurance policy start date | 2014-08-01 | Insurance policy end date | 2015-07-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | Yes | 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 |
|
EQITABLE LIFE INSURANCE COMPANY OF IOWA (National Association of Insurance Commissioners NAIC id number: 00000 ) |
Policy contract number | 2459 |
Policy instance | 1 |
Insurance contract or identification number | 2459 | Number of Individuals Covered | 3 | Insurance policy start date | 2013-08-01 | Insurance policy end date | 2014-07-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | Yes | 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 |
|
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
Policy contract number | 86239 |
Policy instance | 2 |
Insurance contract or identification number | 86239 | Number of Individuals Covered | 35 | Insurance policy start date | 2013-08-01 | Insurance policy end date | 2014-07-31 | Total amount of commissions paid to insurance broker | USD $4,565 | Total amount of fees paid to insurance company | USD $884 | Are there contracts with allocated funds for individual policies? | No | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Commission paid to Insurance Broker | USD $4,565 | Insurance broker organization code? | 3 | Amount paid for insurance broker fees | 884 | Additional information about fees paid to insurance broker | TPA COMPENSATION | Insurance broker name | NILES LANKFORD GROUP, INC. |
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EQITABLE LIFE INSURANCE COMPANY OF IOWA (National Association of Insurance Commissioners NAIC id number: 00000 ) |
Policy contract number | 2459 |
Policy instance | 1 |
Insurance contract or identification number | 2459 | Number of Individuals Covered | 3 | Insurance policy start date | 2012-08-01 | Insurance policy end date | 2013-07-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | Yes | 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 |
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JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
Policy contract number | 86239 |
Policy instance | 2 |
Insurance contract or identification number | 86239 | Number of Individuals Covered | 36 | Insurance policy start date | 2012-08-01 | Insurance policy end date | 2013-07-31 | Total amount of commissions paid to insurance broker | USD $3,618 | Total amount of fees paid to insurance company | USD $888 | Are there contracts with allocated funds for individual policies? | No | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Commission paid to Insurance Broker | USD $3,618 | Insurance broker organization code? | 3 | Amount paid for insurance broker fees | 888 | Additional information about fees paid to insurance broker | TPA COMPENSATION | Insurance broker name | NILES LANKFORD GROUP, INC. |
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JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
Policy contract number | 86239 |
Policy instance | 2 |
Insurance contract or identification number | 86239 | Number of Individuals Covered | 28 | Insurance policy start date | 2011-08-01 | Insurance policy end date | 2012-07-31 | Total amount of commissions paid to insurance broker | USD $2,682 | Total amount of fees paid to insurance company | USD $632 | 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 |
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EQITABLE LIFE INSURANCE COMPANY OF IOWA (National Association of Insurance Commissioners NAIC id number: 00000 ) |
Policy contract number | 2459 |
Policy instance | 1 |
Insurance contract or identification number | 2459 | Number of Individuals Covered | 3 | Insurance policy start date | 2011-08-01 | Insurance policy end date | 2012-07-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | Yes | 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 |
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JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
Policy contract number | 86239 |
Policy instance | 2 |
Insurance contract or identification number | 86239 | Number of Individuals Covered | 27 | Insurance policy start date | 2010-08-01 | Insurance policy end date | 2011-07-31 | Total amount of commissions paid to insurance broker | USD $2,800 | Total amount of fees paid to insurance company | USD $550 | 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 |
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EQITABLE LIFE INSURANCE COMPANY OF IOWA (National Association of Insurance Commissioners NAIC id number: 00000 ) |
Policy contract number | 2459 |
Policy instance | 1 |
Insurance contract or identification number | 2459 | Number of Individuals Covered | 3 | Insurance policy start date | 2010-08-01 | Insurance policy end date | 2011-07-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | Yes | 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 |
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