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A.M. EXPRESS, INC. 401(K) PLAN 401k Plan overview

Plan NameA.M. EXPRESS, INC. 401(K) PLAN
Plan identification number 001

A.M. EXPRESS, INC. 401(K) PLAN Benefits

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

401k Sponsoring company profile

A.M. EXPRESS, INC. has sponsored the creation of one or more 401k plans.

Company Name:A.M. EXPRESS, INC.
Employer identification number (EIN):382568690
NAIC Classification:488990

Form 5500 Filing Information

Submission information for form 5500 for 401k plan A.M. EXPRESS, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01PATRICK BARRON2017-03-07
0012015-01-01PATRICK BARRON2016-03-01
0012014-01-01PATRICK BARRON
0012013-01-01JOSHUA BARRON JOSHUA BARRON2014-10-14
0012012-01-01DAN WEDDIG DAN WEDDIG2013-10-11
0012011-01-01DAN WEDDIG DAN WEDDIG2012-10-15
0012010-01-01DAN WEDDIG2011-07-12 DAN WEDDIG2011-07-12

Plan Statistics for A.M. EXPRESS, INC. 401(K) PLAN

401k plan membership statisitcs for A.M. EXPRESS, INC. 401(K) PLAN

Measure Date Value
2014: A.M. EXPRESS, INC. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01114
Total number of active participants reported on line 7a of the Form 55002014-01-0167
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-013
Total of all active and inactive participants2014-01-0170
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0170
Number of participants with account balances2014-01-0122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-011
2013: A.M. EXPRESS, INC. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01135
Total number of active participants reported on line 7a of the Form 55002013-01-0197
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0116
Total of all active and inactive participants2013-01-01113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01113
Number of participants with account balances2013-01-0144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-011
2012: A.M. EXPRESS, INC. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01132
Total number of active participants reported on line 7a of the Form 55002012-01-0195
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0111
Total of all active and inactive participants2012-01-01106
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01106
Number of participants with account balances2012-01-0130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-011
2011: A.M. EXPRESS, INC. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01128
Total number of active participants reported on line 7a of the Form 55002011-01-01103
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0112
Total of all active and inactive participants2011-01-01115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01115
Number of participants with account balances2011-01-0140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-015

Financial Data on A.M. EXPRESS, INC. 401(K) PLAN

Measure Date Value
2014 : A.M. EXPRESS, INC. 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$1,755
Total income from all sources (including contributions)2014-12-31$148,336
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$361,375
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$358,530
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$107,632
Value of total assets at end of year2014-12-31$781,121
Value of total assets at beginning of year2014-12-31$995,915
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$2,845
Total interest from all sources2014-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$75,232
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$1,755
Other income not declared elsewhere2014-12-31$98
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-213,039
Value of net assets at end of year (total assets less liabilities)2014-12-31$781,121
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$994,160
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$778,515
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$988,580
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$2,606
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$4,180
Net investment gain/loss from pooled separate accounts2014-12-31$40,606
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$32,400
Employer contributions (assets) at beginning of year2014-12-31$3,155
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$358,530
Contract administrator fees2014-12-31$2,845
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31ANDERSON TACKMAN & COMPANY PLC
Accountancy firm EIN2014-12-31381977929
2013 : A.M. EXPRESS, INC. 401(K) PLAN 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$1,755
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$4,900
Total income from all sources (including contributions)2013-12-31$260,695
Total of all expenses incurred2013-12-31$66,471
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$65,771
Value of total corrective distributions2013-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$133,673
Value of total assets at end of year2013-12-31$995,915
Value of total assets at beginning of year2013-12-31$804,836
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$700
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$96,180
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-12-31$-2,488
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$1,755
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$4,900
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$194,224
Value of net assets at end of year (total assets less liabilities)2013-12-31$994,160
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$799,936
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$988,580
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$794,540
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$4,180
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$6,338
Net investment gain/loss from pooled separate accounts2013-12-31$127,022
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$37,493
Employer contributions (assets) at end of year2013-12-31$3,155
Employer contributions (assets) at beginning of year2013-12-31$3,958
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$68,259
Contract administrator fees2013-12-31$700
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31ANDERSON TACKMAN & COMPANY PLC
Accountancy firm EIN2013-12-31381977929
2012 : A.M. EXPRESS, INC. 401(K) PLAN 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$4,900
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$2,140
Total income from all sources (including contributions)2012-12-31$218,642
Total of all expenses incurred2012-12-31$108,407
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$107,156
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$124,866
Value of total assets at end of year2012-12-31$804,836
Value of total assets at beginning of year2012-12-31$691,841
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$1,251
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$95,712
Participant contributions at beginning of year2012-12-31$1,805
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$182
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$4,900
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$2,140
Administrative expenses (other) incurred2012-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$110,235
Value of net assets at end of year (total assets less liabilities)2012-12-31$799,936
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$689,701
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$794,540
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$683,136
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$6,338
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$2,659
Net investment gain/loss from pooled separate accounts2012-12-31$93,776
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$29,154
Employer contributions (assets) at end of year2012-12-31$3,958
Employer contributions (assets) at beginning of year2012-12-31$4,059
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$107,156
Contract administrator fees2012-12-31$1,251
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31ANDERSON TACKMAN & COMPANY PLC
Accountancy firm EIN2012-12-31381977929
2011 : A.M. EXPRESS, INC. 401(K) PLAN 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$2,140
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$96
Total income from all sources (including contributions)2011-12-31$98,650
Total of all expenses incurred2011-12-31$102,526
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$102,226
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$129,568
Value of total assets at end of year2011-12-31$691,841
Value of total assets at beginning of year2011-12-31$693,673
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$300
Total interest from all sources2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31No
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$91,835
Participant contributions at end of year2011-12-31$1,805
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$182
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$2,140
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$96
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-3,876
Value of net assets at end of year (total assets less liabilities)2011-12-31$689,701
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$693,577
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$683,136
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$693,232
Interest earned on other investments2011-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$2,659
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$441
Net investment gain/loss from pooled separate accounts2011-12-31$-30,918
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$37,733
Employer contributions (assets) at end of year2011-12-31$4,059
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$102,226
Contract administrator fees2011-12-31$300
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31ANDERSON TACKMAN & COMPANY PLC
Accountancy firm EIN2011-12-31381977929

Form 5500 Responses for A.M. EXPRESS, INC. 401(K) PLAN

2014: A.M. EXPRESS, INC. 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: A.M. EXPRESS, INC. 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: A.M. EXPRESS, INC. 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: A.M. EXPRESS, INC. 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA 821953
Policy instance 1
Insurance contract or identification numberGA 821953
Number of Individuals Covered22
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $4,390
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,953
Additional information about fees paid to insurance brokerINVESTMENT ADVISOR
Insurance broker organization code?3
Insurance broker nameNORHTWESTERN WISCONSIN ASSOCIATES
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract number821953
Policy instance 1
Insurance contract or identification number821953
Number of Individuals Covered42
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $3,330
Total amount of fees paid to insurance companyUSD $416
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $3,330
Insurance broker organization code?3
Amount paid for insurance broker fees416
Additional information about fees paid to insurance brokerFEES
Insurance broker nameNORTHWESTERN WISCONSIN ASSOCIATES
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract number821953
Policy instance 1
Insurance contract or identification number821953
Number of Individuals Covered26
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $2,949
Total amount of fees paid to insurance companyUSD $369
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $2,949
Insurance broker organization code?3
Amount paid for insurance broker fees369
Additional information about fees paid to insurance brokerADMIN FEES
Insurance broker nameNORTHWESTERN WISCONSIN ASSOCIATES
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract number821953
Policy instance 1
Insurance contract or identification number821953
Number of Individuals Covered37
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $2,327
Total amount of fees paid to insurance companyUSD $343
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes

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