SERRA BROS. INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan SERRA BROS. INC. EMPLOYEES RETIREMENT PROFIT SHARING TRUST
401k plan membership statisitcs for SERRA BROS. INC. EMPLOYEES RETIREMENT PROFIT SHARING TRUST
| Measure | Date | Value |
|---|
| 2022: SERRA BROS. INC. EMPLOYEES RETIREMENT PROFIT SHARING TRUST 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-10-29 | 11 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-10-29 | 11 |
| Total of all active and inactive participants | 2022-10-29 | 11 |
| Total participants | 2022-10-29 | 11 |
| Number of participants with account balances | 2022-10-29 | 11 |
| 2021: SERRA BROS. INC. EMPLOYEES RETIREMENT PROFIT SHARING TRUST 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-10-30 | 13 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-10-30 | 11 |
| Total of all active and inactive participants | 2021-10-30 | 11 |
| Total participants | 2021-10-30 | 11 |
| Number of participants with account balances | 2021-10-30 | 11 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-10-30 | 1 |
| 2020: SERRA BROS. INC. EMPLOYEES RETIREMENT PROFIT SHARING TRUST 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-10-31 | 12 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-10-31 | 13 |
| Total of all active and inactive participants | 2020-10-31 | 13 |
| Total participants | 2020-10-31 | 13 |
| Number of participants with account balances | 2020-10-31 | 13 |
| 2019: SERRA BROS. INC. EMPLOYEES RETIREMENT PROFIT SHARING TRUST 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-11-03 | 11 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-11-03 | 12 |
| Total of all active and inactive participants | 2019-11-03 | 12 |
| Total participants | 2019-11-03 | 12 |
| Number of participants with account balances | 2019-11-03 | 12 |
| 2018: SERRA BROS. INC. EMPLOYEES RETIREMENT PROFIT SHARING TRUST 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-10-28 | 11 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-10-28 | 11 |
| Total of all active and inactive participants | 2018-10-28 | 11 |
| Total participants | 2018-10-28 | 11 |
| Number of participants with account balances | 2018-10-28 | 11 |
| 2017: SERRA BROS. INC. EMPLOYEES RETIREMENT PROFIT SHARING TRUST 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-10-28 | 9 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-10-28 | 9 |
| Total of all active and inactive participants | 2017-10-28 | 9 |
| Total participants | 2017-10-28 | 9 |
| Number of participants with account balances | 2017-10-28 | 11 |
| 2016: SERRA BROS. INC. EMPLOYEES RETIREMENT PROFIT SHARING TRUST 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-10-29 | 10 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-10-29 | 9 |
| Total of all active and inactive participants | 2016-10-29 | 9 |
| Total participants | 2016-10-29 | 9 |
| Number of participants with account balances | 2016-10-29 | 9 |
| 2015: SERRA BROS. INC. EMPLOYEES RETIREMENT PROFIT SHARING TRUST 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-11-01 | 10 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-11-01 | 10 |
| Total of all active and inactive participants | 2015-11-01 | 10 |
| Total participants | 2015-11-01 | 10 |
| Number of participants with account balances | 2015-11-01 | 10 |
| 2014: SERRA BROS. INC. EMPLOYEES RETIREMENT PROFIT SHARING TRUST 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-11-01 | 9 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-11-01 | 10 |
| Total of all active and inactive participants | 2014-11-01 | 10 |
| Total participants | 2014-11-01 | 10 |
| Number of participants with account balances | 2014-11-01 | 10 |
| 2013: SERRA BROS. INC. EMPLOYEES RETIREMENT PROFIT SHARING TRUST 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-11-01 | 9 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-11-01 | 9 |
| Total of all active and inactive participants | 2013-11-01 | 9 |
| Total participants | 2013-11-01 | 9 |
| Number of participants with account balances | 2013-11-01 | 9 |
| 2012: SERRA BROS. INC. EMPLOYEES RETIREMENT PROFIT SHARING TRUST 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-11-01 | 9 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-11-01 | 9 |
| Total of all active and inactive participants | 2012-11-01 | 9 |
| Total participants | 2012-11-01 | 9 |
| Number of participants with account balances | 2012-11-01 | 9 |
| 2011: SERRA BROS. INC. EMPLOYEES RETIREMENT PROFIT SHARING TRUST 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-11-01 | 9 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-11-01 | 9 |
| Total of all active and inactive participants | 2011-11-01 | 9 |
| Total participants | 2011-11-01 | 9 |
| Number of participants with account balances | 2011-11-01 | 9 |
| 2010: SERRA BROS. INC. EMPLOYEES RETIREMENT PROFIT SHARING TRUST 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-11-01 | 7 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-11-01 | 9 |
| Total of all active and inactive participants | 2010-11-01 | 9 |
| Total participants | 2010-11-01 | 9 |
| Number of participants with account balances | 2010-11-01 | 9 |
| 2009: SERRA BROS. INC. EMPLOYEES RETIREMENT PROFIT SHARING TRUST 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-11-01 | 7 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-11-01 | 7 |
| Total of all active and inactive participants | 2009-11-01 | 7 |
| Total participants | 2009-11-01 | 7 |
| Number of participants with account balances | 2009-11-01 | 7 |
| Measure | Date | Value |
|---|
| 2023 : SERRA BROS. INC. EMPLOYEES RETIREMENT PROFIT SHARING TRUST 2023 401k financial data |
|---|
| Total plan liabilities at end of year | 2023-10-28 | $0 |
| Total plan liabilities at beginning of year | 2023-10-28 | $64,989 |
| Total income from all sources | 2023-10-28 | $261,581 |
| Expenses. Total of all expenses incurred | 2023-10-28 | $16,628 |
| Benefits paid (including direct rollovers) | 2023-10-28 | $0 |
| Total plan assets at end of year | 2023-10-28 | $3,344,962 |
| Total plan assets at beginning of year | 2023-10-28 | $3,164,998 |
| Value of fidelity bond covering the plan | 2023-10-28 | $150,000 |
| Expenses. Other expenses not covered elsewhere | 2023-10-28 | $16,628 |
| Other income received | 2023-10-28 | $97,859 |
| Net income (gross income less expenses) | 2023-10-28 | $244,953 |
| Net plan assets at end of year (total assets less liabilities) | 2023-10-28 | $3,344,962 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-10-28 | $3,100,009 |
| Total contributions received or receivable from employer(s) | 2023-10-28 | $163,722 |
| 2022 : SERRA BROS. INC. EMPLOYEES RETIREMENT PROFIT SHARING TRUST 2022 401k financial data |
|---|
| Total plan liabilities at end of year | 2022-10-28 | $64,989 |
| Total income from all sources | 2022-10-28 | $2,884 |
| Expenses. Total of all expenses incurred | 2022-10-28 | $74,408 |
| Benefits paid (including direct rollovers) | 2022-10-28 | $64,989 |
| Total plan assets at end of year | 2022-10-28 | $3,164,998 |
| Total plan assets at beginning of year | 2022-10-28 | $3,171,533 |
| Value of fidelity bond covering the plan | 2022-10-28 | $150,000 |
| Expenses. Other expenses not covered elsewhere | 2022-10-28 | $9,419 |
| Other income received | 2022-10-28 | $-151,358 |
| Net income (gross income less expenses) | 2022-10-28 | $-71,524 |
| Net plan assets at end of year (total assets less liabilities) | 2022-10-28 | $3,100,009 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-10-28 | $3,171,533 |
| Total contributions received or receivable from employer(s) | 2022-10-28 | $154,242 |
| 2021 : SERRA BROS. INC. EMPLOYEES RETIREMENT PROFIT SHARING TRUST 2021 401k financial data |
|---|
| Total plan liabilities at end of year | 2021-10-29 | $0 |
| Total income from all sources | 2021-10-29 | $605,948 |
| Expenses. Total of all expenses incurred | 2021-10-29 | $10,032 |
| Total plan assets at end of year | 2021-10-29 | $3,171,533 |
| Total plan assets at beginning of year | 2021-10-29 | $2,575,617 |
| Value of fidelity bond covering the plan | 2021-10-29 | $150,000 |
| Expenses. Other expenses not covered elsewhere | 2021-10-29 | $10,032 |
| Other income received | 2021-10-29 | $487,511 |
| Net income (gross income less expenses) | 2021-10-29 | $595,916 |
| Net plan assets at end of year (total assets less liabilities) | 2021-10-29 | $3,171,533 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-10-29 | $2,575,617 |
| Total contributions received or receivable from employer(s) | 2021-10-29 | $118,437 |
| 2020 : SERRA BROS. INC. EMPLOYEES RETIREMENT PROFIT SHARING TRUST 2020 401k financial data |
|---|
| Total plan liabilities at end of year | 2020-10-30 | $0 |
| Total plan liabilities at beginning of year | 2020-10-30 | $48,132 |
| Total income from all sources | 2020-10-30 | $-205,630 |
| Expenses. Total of all expenses incurred | 2020-10-30 | $5,551 |
| Benefits paid (including direct rollovers) | 2020-10-30 | $0 |
| Total plan assets at end of year | 2020-10-30 | $2,575,617 |
| Total plan assets at beginning of year | 2020-10-30 | $2,834,930 |
| Value of fidelity bond covering the plan | 2020-10-30 | $150,000 |
| Expenses. Other expenses not covered elsewhere | 2020-10-30 | $5,551 |
| Other income received | 2020-10-30 | $-318,661 |
| Net income (gross income less expenses) | 2020-10-30 | $-211,181 |
| Net plan assets at end of year (total assets less liabilities) | 2020-10-30 | $2,575,617 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-10-30 | $2,786,798 |
| Total contributions received or receivable from employer(s) | 2020-10-30 | $113,031 |
| 2019 : SERRA BROS. INC. EMPLOYEES RETIREMENT PROFIT SHARING TRUST 2019 401k financial data |
|---|
| Total plan liabilities at end of year | 2019-10-31 | $48,132 |
| Total income from all sources | 2019-10-31 | $363,296 |
| Expenses. Total of all expenses incurred | 2019-10-31 | $51,885 |
| Benefits paid (including direct rollovers) | 2019-10-31 | $48,132 |
| Total plan assets at end of year | 2019-10-31 | $2,834,930 |
| Total plan assets at beginning of year | 2019-10-31 | $2,475,387 |
| Value of fidelity bond covering the plan | 2019-10-31 | $150,000 |
| Expenses. Other expenses not covered elsewhere | 2019-10-31 | $3,753 |
| Other income received | 2019-10-31 | $283,160 |
| Net income (gross income less expenses) | 2019-10-31 | $311,411 |
| Net plan assets at end of year (total assets less liabilities) | 2019-10-31 | $2,786,798 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-10-31 | $2,475,387 |
| Total contributions received or receivable from employer(s) | 2019-10-31 | $80,136 |
| 2017 : SERRA BROS. INC. EMPLOYEES RETIREMENT PROFIT SHARING TRUST 2017 401k financial data |
|---|
| Total income from all sources | 2017-10-27 | $299,067 |
| Expenses. Total of all expenses incurred | 2017-10-27 | $65,296 |
| Benefits paid (including direct rollovers) | 2017-10-27 | $59,206 |
| Total plan assets at end of year | 2017-10-27 | $2,396,273 |
| Total plan assets at beginning of year | 2017-10-27 | $2,162,502 |
| Value of fidelity bond covering the plan | 2017-10-27 | $150,000 |
| Expenses. Other expenses not covered elsewhere | 2017-10-27 | $6,090 |
| Other income received | 2017-10-27 | $226,346 |
| Net income (gross income less expenses) | 2017-10-27 | $233,771 |
| Net plan assets at end of year (total assets less liabilities) | 2017-10-27 | $2,396,273 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-10-27 | $2,162,502 |
| Total contributions received or receivable from employer(s) | 2017-10-27 | $72,721 |
| 2016 : SERRA BROS. INC. EMPLOYEES RETIREMENT PROFIT SHARING TRUST 2016 401k financial data |
|---|
| Total income from all sources | 2016-10-28 | $33,068 |
| Expenses. Total of all expenses incurred | 2016-10-28 | $7,990 |
| Total plan assets at end of year | 2016-10-28 | $2,162,502 |
| Total plan assets at beginning of year | 2016-10-28 | $2,137,424 |
| Value of fidelity bond covering the plan | 2016-10-28 | $150,000 |
| Expenses. Other expenses not covered elsewhere | 2016-10-28 | $7,990 |
| Other income received | 2016-10-28 | $-25,006 |
| Net income (gross income less expenses) | 2016-10-28 | $25,078 |
| Net plan assets at end of year (total assets less liabilities) | 2016-10-28 | $2,162,502 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-10-28 | $2,137,424 |
| Total contributions received or receivable from employer(s) | 2016-10-28 | $58,074 |
| 2015 : SERRA BROS. INC. EMPLOYEES RETIREMENT PROFIT SHARING TRUST 2015 401k financial data |
|---|
| Total income from all sources | 2015-10-31 | $-144,497 |
| Expenses. Total of all expenses incurred | 2015-10-31 | $6,125 |
| Total plan assets at end of year | 2015-10-31 | $2,137,424 |
| Total plan assets at beginning of year | 2015-10-31 | $2,288,046 |
| Value of fidelity bond covering the plan | 2015-10-31 | $150,000 |
| Expenses. Other expenses not covered elsewhere | 2015-10-31 | $6,125 |
| Other income received | 2015-10-31 | $-205,189 |
| Net income (gross income less expenses) | 2015-10-31 | $-150,622 |
| Net plan assets at end of year (total assets less liabilities) | 2015-10-31 | $2,137,424 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-10-31 | $2,288,046 |
| Assets. Value of assets in partnership/joint-venture interests | 2015-10-31 | $197,090 |
| Total contributions received or receivable from employer(s) | 2015-10-31 | $60,692 |
| 2014 : SERRA BROS. INC. EMPLOYEES RETIREMENT PROFIT SHARING TRUST 2014 401k financial data |
|---|
| Total income from all sources | 2014-10-31 | $225,607 |
| Expenses. Total of all expenses incurred | 2014-10-31 | $6,597 |
| Total plan assets at end of year | 2014-10-31 | $2,288,046 |
| Total plan assets at beginning of year | 2014-10-31 | $2,069,036 |
| Value of fidelity bond covering the plan | 2014-10-31 | $150,000 |
| Expenses. Other expenses not covered elsewhere | 2014-10-31 | $6,597 |
| Other income received | 2014-10-31 | $169,852 |
| Net income (gross income less expenses) | 2014-10-31 | $219,010 |
| Net plan assets at end of year (total assets less liabilities) | 2014-10-31 | $2,288,046 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-10-31 | $2,069,036 |
| Assets. Value of assets in partnership/joint-venture interests | 2014-10-31 | $389,780 |
| Total contributions received or receivable from employer(s) | 2014-10-31 | $55,755 |
| 2013 : SERRA BROS. INC. EMPLOYEES RETIREMENT PROFIT SHARING TRUST 2013 401k financial data |
|---|
| Total income from all sources | 2013-10-31 | $163,685 |
| Expenses. Total of all expenses incurred | 2013-10-31 | $6,574 |
| Total plan assets at end of year | 2013-10-31 | $2,069,036 |
| Total plan assets at beginning of year | 2013-10-31 | $1,911,925 |
| Value of fidelity bond covering the plan | 2013-10-31 | $150,000 |
| Expenses. Other expenses not covered elsewhere | 2013-10-31 | $6,574 |
| Other income received | 2013-10-31 | $107,096 |
| Net income (gross income less expenses) | 2013-10-31 | $157,111 |
| Net plan assets at end of year (total assets less liabilities) | 2013-10-31 | $2,069,036 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-10-31 | $1,911,925 |
| Assets. Value of assets in partnership/joint-venture interests | 2013-10-31 | $428,180 |
| Total contributions received or receivable from employer(s) | 2013-10-31 | $56,589 |
| 2012 : SERRA BROS. INC. EMPLOYEES RETIREMENT PROFIT SHARING TRUST 2012 401k financial data |
|---|
| Total income from all sources | 2012-10-31 | $260,254 |
| Expenses. Total of all expenses incurred | 2012-10-31 | $6,426 |
| Total plan assets at end of year | 2012-10-31 | $1,911,925 |
| Total plan assets at beginning of year | 2012-10-31 | $1,658,097 |
| Value of fidelity bond covering the plan | 2012-10-31 | $150,000 |
| Other income received | 2012-10-31 | $208,256 |
| Net income (gross income less expenses) | 2012-10-31 | $253,828 |
| Net plan assets at end of year (total assets less liabilities) | 2012-10-31 | $1,911,925 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-10-31 | $1,658,097 |
| Assets. Value of assets in partnership/joint-venture interests | 2012-10-31 | $380,606 |
| Total contributions received or receivable from employer(s) | 2012-10-31 | $51,998 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-10-31 | $6,426 |
| 2011 : SERRA BROS. INC. EMPLOYEES RETIREMENT PROFIT SHARING TRUST 2011 401k financial data |
|---|
| Total income from all sources | 2011-10-31 | $217,422 |
| Expenses. Total of all expenses incurred | 2011-10-31 | $4,550 |
| Total plan assets at end of year | 2011-10-31 | $1,658,097 |
| Total plan assets at beginning of year | 2011-10-31 | $1,445,225 |
| Value of fidelity bond covering the plan | 2011-10-31 | $150,000 |
| Other income received | 2011-10-31 | $173,865 |
| Net income (gross income less expenses) | 2011-10-31 | $212,872 |
| Net plan assets at end of year (total assets less liabilities) | 2011-10-31 | $1,658,097 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-10-31 | $1,445,225 |
| Assets. Value of assets in partnership/joint-venture interests | 2011-10-31 | $218,294 |
| Total contributions received or receivable from employer(s) | 2011-10-31 | $43,557 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-10-31 | $4,550 |
| 2022: SERRA BROS. INC. EMPLOYEES RETIREMENT PROFIT SHARING TRUST 2022 form 5500 responses |
|---|
| 2022-10-29 | Type of plan entity | Single employer plan |
| 2022-10-29 | Plan funding arrangement – Insurance | Yes |
| 2022-10-29 | Plan funding arrangement – Trust | Yes |
| 2022-10-29 | Plan benefit arrangement – Insurance | Yes |
| 2022-10-29 | Plan benefit arrangement - Trust | Yes |
| 2021: SERRA BROS. INC. EMPLOYEES RETIREMENT PROFIT SHARING TRUST 2021 form 5500 responses |
|---|
| 2021-10-30 | Type of plan entity | Single employer plan |
| 2021-10-30 | This return/report is a short plan year return/report (less than 12 months) | Yes |
| 2021-10-30 | Plan funding arrangement – Insurance | Yes |
| 2021-10-30 | Plan funding arrangement – Trust | Yes |
| 2021-10-30 | Plan benefit arrangement – Insurance | Yes |
| 2021-10-30 | Plan benefit arrangement - Trust | Yes |
| 2020: SERRA BROS. INC. EMPLOYEES RETIREMENT PROFIT SHARING TRUST 2020 form 5500 responses |
|---|
| 2020-10-31 | Type of plan entity | Single employer plan |
| 2020-10-31 | This return/report is a short plan year return/report (less than 12 months) | Yes |
| 2020-10-31 | Plan funding arrangement – Insurance | Yes |
| 2020-10-31 | Plan funding arrangement – Trust | Yes |
| 2020-10-31 | Plan benefit arrangement – Insurance | Yes |
| 2020-10-31 | Plan benefit arrangement - Trust | Yes |
| 2019: SERRA BROS. INC. EMPLOYEES RETIREMENT PROFIT SHARING TRUST 2019 form 5500 responses |
|---|
| 2019-11-03 | Type of plan entity | Single employer plan |
| 2019-11-03 | This return/report is a short plan year return/report (less than 12 months) | Yes |
| 2019-11-03 | Plan funding arrangement – Insurance | Yes |
| 2019-11-03 | Plan funding arrangement – Trust | Yes |
| 2019-11-03 | Plan benefit arrangement – Insurance | Yes |
| 2019-11-03 | Plan benefit arrangement - Trust | Yes |
| 2018: SERRA BROS. INC. EMPLOYEES RETIREMENT PROFIT SHARING TRUST 2018 form 5500 responses |
|---|
| 2018-10-28 | Type of plan entity | Single employer plan |
| 2018-10-28 | Plan funding arrangement – Insurance | Yes |
| 2018-10-28 | Plan funding arrangement – Trust | Yes |
| 2018-10-28 | Plan benefit arrangement – Insurance | Yes |
| 2018-10-28 | Plan benefit arrangement - Trust | Yes |
| 2017: SERRA BROS. INC. EMPLOYEES RETIREMENT PROFIT SHARING TRUST 2017 form 5500 responses |
|---|
| 2017-10-28 | Type of plan entity | Single employer plan |
| 2017-10-28 | Plan funding arrangement – Insurance | Yes |
| 2017-10-28 | Plan funding arrangement – Trust | Yes |
| 2017-10-28 | Plan benefit arrangement – Insurance | Yes |
| 2017-10-28 | Plan benefit arrangement - Trust | Yes |
| 2016: SERRA BROS. INC. EMPLOYEES RETIREMENT PROFIT SHARING TRUST 2016 form 5500 responses |
|---|
| 2016-10-29 | Type of plan entity | Single employer plan |
| 2016-10-29 | This return/report is a short plan year return/report (less than 12 months) | Yes |
| 2016-10-29 | Plan funding arrangement – Insurance | Yes |
| 2016-10-29 | Plan funding arrangement – Trust | Yes |
| 2016-10-29 | Plan benefit arrangement – Insurance | Yes |
| 2016-10-29 | Plan benefit arrangement - Trust | Yes |
| 2015: SERRA BROS. INC. EMPLOYEES RETIREMENT PROFIT SHARING TRUST 2015 form 5500 responses |
|---|
| 2015-11-01 | Type of plan entity | Single employer plan |
| 2015-11-01 | First time form 5500 has been submitted | Yes |
| 2015-11-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
| 2015-11-01 | Plan funding arrangement – Insurance | Yes |
| 2015-11-01 | Plan funding arrangement – Trust | Yes |
| 2015-11-01 | Plan benefit arrangement – Insurance | Yes |
| 2015-11-01 | Plan benefit arrangement - Trust | Yes |
| 2014: SERRA BROS. INC. EMPLOYEES RETIREMENT PROFIT SHARING TRUST 2014 form 5500 responses |
|---|
| 2014-11-01 | Type of plan entity | Single employer plan |
| 2014-11-01 | Plan funding arrangement – Insurance | Yes |
| 2014-11-01 | Plan funding arrangement – Trust | Yes |
| 2014-11-01 | Plan benefit arrangement – Insurance | Yes |
| 2014-11-01 | Plan benefit arrangement - Trust | Yes |
| 2013: SERRA BROS. INC. EMPLOYEES RETIREMENT PROFIT SHARING TRUST 2013 form 5500 responses |
|---|
| 2013-11-01 | Type of plan entity | Single employer plan |
| 2013-11-01 | Plan funding arrangement – Insurance | Yes |
| 2013-11-01 | Plan funding arrangement – Trust | Yes |
| 2013-11-01 | Plan benefit arrangement – Insurance | Yes |
| 2013-11-01 | Plan benefit arrangement - Trust | Yes |
| 2012: SERRA BROS. INC. EMPLOYEES RETIREMENT PROFIT SHARING TRUST 2012 form 5500 responses |
|---|
| 2012-11-01 | Type of plan entity | Single employer plan |
| 2012-11-01 | Plan funding arrangement – Insurance | Yes |
| 2012-11-01 | Plan funding arrangement – Trust | Yes |
| 2012-11-01 | Plan benefit arrangement – Insurance | Yes |
| 2012-11-01 | Plan benefit arrangement - Trust | Yes |
| 2011: SERRA BROS. INC. EMPLOYEES RETIREMENT PROFIT SHARING TRUST 2011 form 5500 responses |
|---|
| 2011-11-01 | Type of plan entity | Single employer plan |
| 2011-11-01 | Plan funding arrangement – Insurance | Yes |
| 2011-11-01 | Plan funding arrangement – Trust | Yes |
| 2011-11-01 | Plan benefit arrangement – Insurance | Yes |
| 2011-11-01 | Plan benefit arrangement - Trust | Yes |
| 2010: SERRA BROS. INC. EMPLOYEES RETIREMENT PROFIT SHARING TRUST 2010 form 5500 responses |
|---|
| 2010-11-01 | Type of plan entity | Single employer plan |
| 2010-11-01 | Plan funding arrangement – Insurance | Yes |
| 2010-11-01 | Plan funding arrangement – Trust | Yes |
| 2010-11-01 | Plan benefit arrangement – Insurance | Yes |
| 2010-11-01 | Plan benefit arrangement - Trust | Yes |
| 2009: SERRA BROS. INC. EMPLOYEES RETIREMENT PROFIT SHARING TRUST 2009 form 5500 responses |
|---|
| 2009-11-01 | Type of plan entity | Single employer plan |
| 2009-11-01 | This submission is the final filing | No |
| 2009-11-01 | Plan funding arrangement – Insurance | Yes |
| 2009-11-01 | Plan funding arrangement – Trust | Yes |
| 2009-11-01 | Plan benefit arrangement – Insurance | Yes |
| 2009-11-01 | Plan benefit arrangement - Trust | Yes |
| 2008: SERRA BROS. INC. EMPLOYEES RETIREMENT PROFIT SHARING TRUST 2008 form 5500 responses |
|---|
| 2008-11-01 | Type of plan entity | Single employer plan |
| 2008-11-01 | Submission has been amended | No |
| 2008-11-01 | This submission is the final filing | No |
| 2008-11-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2008-11-01 | Plan is a collectively bargained plan | No |
| NEW ENGLAND FINANCIAL (National Association of Insurance Commissioners NAIC id number: 91626 ) |
| Policy contract number | 7471955 |
| Policy instance | 7 |
| Insurance contract or identification number | 7471955 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2023-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 ) |
| Policy contract number | 7314182 |
| Policy instance | 1 |
| Insurance contract or identification number | 7314182 | | Insurance policy start date | 2023-01-01 | | Insurance policy end date | 2023-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | 1 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Insurance broker organization code? | 3 |
|
| GENWORTH LIFE AND ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65536 ) |
| Policy contract number | 0000185349 |
| Policy instance | 2 |
| Insurance contract or identification number | 0000185349 | | Insurance policy start date | 2023-06-06 | | Insurance policy end date | 2024-06-06 | | 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 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Insurance broker organization code? | 3 |
|
| SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) |
| Policy contract number | 020168745 |
| Policy instance | 3 |
| Insurance contract or identification number | 020168745 | | Insurance policy start date | 2023-11-01 | | Insurance policy end date | 2024-10-31 | | 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 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Insurance broker organization code? | 3 |
|
| NEW ENGLAND FINANCIAL (National Association of Insurance Commissioners NAIC id number: 91626 ) |
| Policy contract number | 7314183 |
| Policy instance | 4 |
| Insurance contract or identification number | 7314183 | | Insurance policy start date | 2023-01-01 | | Insurance policy end date | 2023-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | 1 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Insurance broker organization code? | 3 |
|
| PRUCO LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79227 ) |
| Policy contract number | V2153459 |
| Policy instance | 5 |
| Insurance contract or identification number | V2153459 | | Insurance policy start date | 2023-01-01 | | Insurance policy end date | 2023-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | 1 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Insurance broker organization code? | 3 |
|
| NEW ENGLAND FINANCIAL (National Association of Insurance Commissioners NAIC id number: 91626 ) |
| Policy contract number | 27007219 |
| Policy instance | 6 |
| Insurance contract or identification number | 27007219 | | Insurance policy start date | 2023-01-01 | | Insurance policy end date | 2023-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | 1 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Insurance broker organization code? | 3 |
|
| METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 ) |
| Policy contract number | 7314182 |
| Policy instance | 1 |
| Insurance contract or identification number | 7314182 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | 1 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Insurance broker organization code? | 3 |
|
| GENWORTH LIFE AND ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65536 ) |
| Policy contract number | 0000185349 |
| Policy instance | 2 |
| Insurance contract or identification number | 0000185349 | | Insurance policy start date | 2022-06-06 | | Insurance policy end date | 2023-06-06 | | 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 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Insurance broker organization code? | 3 |
|
| SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) |
| Policy contract number | 020168745 |
| Policy instance | 3 |
| Insurance contract or identification number | 020168745 | | Insurance policy start date | 2022-11-01 | | Insurance policy end date | 2023-10-31 | | 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 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Insurance broker organization code? | 3 |
|
| NEW ENGLAND FINANCIAL (National Association of Insurance Commissioners NAIC id number: 91626 ) |
| Policy contract number | 7314183 |
| Policy instance | 4 |
| Insurance contract or identification number | 7314183 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | 1 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Insurance broker organization code? | 3 |
|
| PRUCO LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79227 ) |
| Policy contract number | V2153459 |
| Policy instance | 5 |
| Insurance contract or identification number | V2153459 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | 1 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Insurance broker organization code? | 3 |
|
| NEW ENGLAND FINANCIAL (National Association of Insurance Commissioners NAIC id number: 91626 ) |
| Policy contract number | 27007219 |
| Policy instance | 6 |
| Insurance contract or identification number | 27007219 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | 1 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Insurance broker organization code? | 3 |
|
| NEW ENGLAND FINANCIAL (National Association of Insurance Commissioners NAIC id number: 91626 ) |
| Policy contract number | 27007219 |
| Policy instance | 6 |
| Insurance contract or identification number | 27007219 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2021-01-01 | | Insurance policy end date | 2021-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | 1 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $0 | | Insurance broker organization code? | 3 |
|
| PRUCO LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79227 ) |
| Policy contract number | V2153459 |
| Policy instance | 5 |
| Insurance contract or identification number | V2153459 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2021-01-01 | | Insurance policy end date | 2021-12-31 | | Total amount of commissions paid to insurance broker | USD $72 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | 1 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $72 | | Additional information about fees paid to insurance broker | COMMISSIONS | | Insurance broker organization code? | 3 |
|
| NEW ENGLAND FINANCIAL (National Association of Insurance Commissioners NAIC id number: 91626 ) |
| Policy contract number | 7314183 |
| Policy instance | 4 |
| Insurance contract or identification number | 7314183 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2021-01-01 | | Insurance policy end date | 2021-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | 1 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $0 | | Insurance broker organization code? | 3 |
|
| SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) |
| Policy contract number | 020168745 |
| Policy instance | 3 |
| Insurance contract or identification number | 020168745 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2021-11-01 | | Insurance policy end date | 2022-10-31 | | 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 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $0 | | Insurance broker organization code? | 3 |
|
| GENWORTH LIFE AND ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65536 ) |
| Policy contract number | 0000185349 |
| Policy instance | 2 |
| Insurance contract or identification number | 0000185349 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2021-06-06 | | Insurance policy end date | 2022-06-06 | | 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 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $0 | | Insurance broker organization code? | 3 |
|
| METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 ) |
| Policy contract number | 7314182 |
| Policy instance | 1 |
| Insurance contract or identification number | 7314182 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2021-01-01 | | Insurance policy end date | 2021-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | 1 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $0 | | Insurance broker organization code? | 3 |
|
| NEW ENGLAND FINANCIAL (National Association of Insurance Commissioners NAIC id number: 91626 ) |
| Policy contract number | 27007219 |
| Policy instance | 6 |
| Insurance contract or identification number | 27007219 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2020-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | 1 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $0 | | Amount paid for insurance broker fees | 0 | | Insurance broker organization code? | 3 |
|
| PRUCO LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79227 ) |
| Policy contract number | V2153459 |
| Policy instance | 5 |
| Insurance contract or identification number | V2153459 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2020-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | 1 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $0 | | Amount paid for insurance broker fees | 0 | | Insurance broker organization code? | 3 |
|
| NEW ENGLAND FINANCIAL (National Association of Insurance Commissioners NAIC id number: 91626 ) |
| Policy contract number | 7314183 |
| Policy instance | 4 |
| Insurance contract or identification number | 7314183 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2020-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | 1 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $0 | | Amount paid for insurance broker fees | 0 | | Insurance broker organization code? | 3 |
|
| SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) |
| Policy contract number | 0A4454 |
| Policy instance | 3 |
| Insurance contract or identification number | 0A4454 | | Insurance policy start date | 2020-11-01 | | Insurance policy end date | 2021-10-31 | | 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 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $0 | | Amount paid for insurance broker fees | 0 | | Insurance broker organization code? | 3 |
|
| GENWORTH LIFE AND ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65536 ) |
| Policy contract number | 0000185349 |
| Policy instance | 2 |
| Insurance contract or identification number | 0000185349 | | Insurance policy start date | 2020-06-06 | | Insurance policy end date | 2021-06-06 | | 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 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $0 | | Amount paid for insurance broker fees | 0 | | Insurance broker organization code? | 3 |
|
| METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 ) |
| Policy contract number | 7314182 |
| Policy instance | 1 |
| Insurance contract or identification number | 7314182 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2020-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | 1 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $0 | | Amount paid for insurance broker fees | 0 | | Insurance broker organization code? | 3 |
|
| GENWORTH LIFE AND ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65536 ) |
| Policy contract number | 0000185349 |
| Policy instance | 2 |
| Insurance contract or identification number | 0000185349 | | Insurance policy start date | 2019-06-06 | | Insurance policy end date | 2020-06-06 | | 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 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $0 | | Amount paid for insurance broker fees | 0 | | Insurance broker organization code? | 3 |
|
| METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 ) |
| Policy contract number | 7314182 |
| Policy instance | 1 |
| Insurance contract or identification number | 7314182 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | 1 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $0 | | Amount paid for insurance broker fees | 0 | | Insurance broker organization code? | 3 |
|
| SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) |
| Policy contract number | 0A4454 |
| Policy instance | 3 |
| Insurance contract or identification number | 0A4454 | | Insurance policy start date | 2018-11-01 | | Insurance policy end date | 2019-10-31 | | 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 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $0 | | Amount paid for insurance broker fees | 0 | | Insurance broker organization code? | 3 |
|
| PRUCO LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79227 ) |
| Policy contract number | V2153459 |
| Policy instance | 5 |
| Insurance contract or identification number | V2153459 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 | | Total amount of commissions paid to insurance broker | USD $84 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | 1 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $84 | | Amount paid for insurance broker fees | 0 | | Insurance broker organization code? | 3 |
|
| NEW ENGLAND FINANCIAL (National Association of Insurance Commissioners NAIC id number: 91626 ) |
| Policy contract number | 7314183 |
| Policy instance | 4 |
| Insurance contract or identification number | 7314183 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | 1 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $0 | | Amount paid for insurance broker fees | 0 | | Insurance broker organization code? | 3 |
|
| NEW ENGLAND FINANCIAL (National Association of Insurance Commissioners NAIC id number: 91626 ) |
| Policy contract number | 27007219 |
| Policy instance | 6 |
| Insurance contract or identification number | 27007219 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | 1 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $0 | | Amount paid for insurance broker fees | 0 | | Insurance broker organization code? | 3 |
|
| NEW ENGLAND FINANCIAL (National Association of Insurance Commissioners NAIC id number: 91626 ) |
| Policy contract number | 27007219 |
| Policy instance | 6 |
| Insurance contract or identification number | 27007219 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | Total amount of commissions paid to insurance broker | USD $164 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | 1 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| PRUCO LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79227 ) |
| Policy contract number | V2153459 |
| Policy instance | 5 |
| Insurance contract or identification number | V2153459 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | Total amount of commissions paid to insurance broker | USD $105 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | 1 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| NEW ENGLAND FINANCIAL (National Association of Insurance Commissioners NAIC id number: 91626 ) |
| Policy contract number | 7314183 |
| Policy instance | 4 |
| Insurance contract or identification number | 7314183 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | 1 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) |
| Policy contract number | 0A4454 |
| Policy instance | 3 |
| Insurance contract or identification number | 0A4454 | | Insurance policy start date | 2017-11-01 | | Insurance policy end date | 2018-10-31 | | 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 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| GENWORTH LIFE AND ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65536 ) |
| Policy contract number | 0000185349 |
| Policy instance | 2 |
| Insurance contract or identification number | 0000185349 | | Insurance policy start date | 2018-06-06 | | Insurance policy end date | 2019-06-06 | | 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 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 ) |
| Policy contract number | 7314182 |
| Policy instance | 1 |
| Insurance contract or identification number | 7314182 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | 1 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
