Logo

ZILSKE LAW FIRM, S.C. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameZILSKE LAW FIRM, S.C. 401(K) PROFIT SHARING PLAN
Plan identification number 001

ZILSKE LAW FIRM, S.C. 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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.

401k Sponsoring company profile

ZILSKE LAW FIRM, S.C. has sponsored the creation of one or more 401k plans.

Company Name:ZILSKE LAW FIRM, S.C.
Employer identification number (EIN):391830577
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ZILSKE LAW FIRM, S.C. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01GARY STANISLAWSKI2021-03-28
0012019-01-01GARY STANISLAWSKI2020-07-16
0012018-01-01
0012017-01-01
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01
0012012-01-01ROBERT H ZILSKE
0012011-01-01ROBERT H ZILSKE
0012010-01-01ROBERT ZILSKE2011-03-16 ROBERT ZILSKE2011-03-16

Plan Statistics for ZILSKE LAW FIRM, S.C. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for ZILSKE LAW FIRM, S.C. 401(K) PROFIT SHARING PLAN

Measure Date Value
2020: ZILSKE LAW FIRM, S.C. 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0110
Total number of active participants reported on line 7a of the Form 55002020-01-017
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-011
Total of all active and inactive participants2020-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-018
Number of participants with account balances2020-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: ZILSKE LAW FIRM, S.C. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0111
Total number of active participants reported on line 7a of the Form 55002019-01-017
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-012
Total of all active and inactive participants2019-01-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-019
Number of participants with account balances2019-01-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: ZILSKE LAW FIRM, S.C. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0111
Total number of active participants reported on line 7a of the Form 55002018-01-017
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-014
Total of all active and inactive participants2018-01-0111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0111
Number of participants with account balances2018-01-0111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: ZILSKE LAW FIRM, S.C. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-019
Total number of active participants reported on line 7a of the Form 55002017-01-018
Number of retired or separated participants receiving benefits2017-01-012
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-0110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0110
Number of participants with account balances2017-01-0110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: ZILSKE LAW FIRM, S.C. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-019
Total number of active participants reported on line 7a of the Form 55002016-01-016
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-011
Total of all active and inactive participants2016-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-017
Number of participants with account balances2016-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-011
2015: ZILSKE LAW FIRM, S.C. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-018
Total number of active participants reported on line 7a of the Form 55002015-01-017
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-012
Total of all active and inactive participants2015-01-019
Total participants2015-01-019
Number of participants with account balances2015-01-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: ZILSKE LAW FIRM, S.C. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-018
Total number of active participants reported on line 7a of the Form 55002014-01-016
Number of other retired or separated participants entitled to future benefits2014-01-012
Total of all active and inactive participants2014-01-018
Total participants2014-01-018
Number of participants with account balances2014-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-011
2013: ZILSKE LAW FIRM, S.C. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0111
Total number of active participants reported on line 7a of the Form 55002013-01-017
Number of other retired or separated participants entitled to future benefits2013-01-011
Total of all active and inactive participants2013-01-018
Total participants2013-01-018
Number of participants with account balances2013-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: ZILSKE LAW FIRM, S.C. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0110
Total number of active participants reported on line 7a of the Form 55002012-01-015
Number of retired or separated participants receiving benefits2012-01-015
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-0110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0110
Number of participants with account balances2012-01-0110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-011
2011: ZILSKE LAW FIRM, S.C. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-019
Total number of active participants reported on line 7a of the Form 55002011-01-016
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-014
Total of all active and inactive participants2011-01-0110
Total participants2011-01-0110
Number of participants with account balances2011-01-0110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-011

Financial Data on ZILSKE LAW FIRM, S.C. 401(K) PROFIT SHARING PLAN

Measure Date Value
2020 : ZILSKE LAW FIRM, S.C. 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources2020-12-31$293,928
Expenses. Total of all expenses incurred2020-12-31$1,289,165
Benefits paid (including direct rollovers)2020-12-31$1,288,835
Total plan assets at end of year2020-12-31$1,190,515
Total plan assets at beginning of year2020-12-31$2,185,752
Value of fidelity bond covering the plan2020-12-31$350,000
Total contributions received or receivable from participants2020-12-31$51,140
Contributions received from other sources (not participants or employers)2020-12-31$45,584
Other income received2020-12-31$176,795
Net income (gross income less expenses)2020-12-31$-995,237
Net plan assets at end of year (total assets less liabilities)2020-12-31$1,190,515
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$2,185,752
Assets. Value of real-estate (other than employer real property)2020-12-31$0
Total contributions received or receivable from employer(s)2020-12-31$20,409
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$330
2019 : ZILSKE LAW FIRM, S.C. 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources2019-12-31$403,917
Expenses. Total of all expenses incurred2019-12-31$46,134
Benefits paid (including direct rollovers)2019-12-31$45,694
Total plan assets at end of year2019-12-31$2,185,752
Total plan assets at beginning of year2019-12-31$1,827,969
Value of fidelity bond covering the plan2019-12-31$350,000
Total contributions received or receivable from participants2019-12-31$64,902
Other income received2019-12-31$321,654
Net income (gross income less expenses)2019-12-31$357,783
Net plan assets at end of year (total assets less liabilities)2019-12-31$2,185,752
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$1,827,969
Assets. Value of real-estate (other than employer real property)2019-12-31$149,600
Total contributions received or receivable from employer(s)2019-12-31$17,361
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$440
2018 : ZILSKE LAW FIRM, S.C. 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources2018-12-31$16,266
Total plan assets at end of year2018-12-31$1,827,969
Total plan assets at beginning of year2018-12-31$1,811,703
Value of fidelity bond covering the plan2018-12-31$300,000
Total contributions received or receivable from participants2018-12-31$83,125
Other income received2018-12-31$-88,875
Net income (gross income less expenses)2018-12-31$16,266
Net plan assets at end of year (total assets less liabilities)2018-12-31$1,827,969
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$1,811,703
Assets. Value of real-estate (other than employer real property)2018-12-31$143,900
Total contributions received or receivable from employer(s)2018-12-31$22,016
2017 : ZILSKE LAW FIRM, S.C. 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources2017-12-31$272,969
Expenses. Total of all expenses incurred2017-12-31$9,241
Benefits paid (including direct rollovers)2017-12-31$8,292
Total plan assets at end of year2017-12-31$1,811,703
Total plan assets at beginning of year2017-12-31$1,547,975
Value of fidelity bond covering the plan2017-12-31$300,000
Total contributions received or receivable from participants2017-12-31$59,780
Other income received2017-12-31$188,896
Net income (gross income less expenses)2017-12-31$263,728
Net plan assets at end of year (total assets less liabilities)2017-12-31$1,811,703
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$1,547,975
Assets. Value of real-estate (other than employer real property)2017-12-31$138,300
Total contributions received or receivable from employer(s)2017-12-31$24,293
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$949
2016 : ZILSKE LAW FIRM, S.C. 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources2016-12-31$169,331
Expenses. Total of all expenses incurred2016-12-31$77,204
Benefits paid (including direct rollovers)2016-12-31$72,673
Total plan assets at end of year2016-12-31$1,547,975
Total plan assets at beginning of year2016-12-31$1,455,848
Value of fidelity bond covering the plan2016-12-31$300,000
Total contributions received or receivable from participants2016-12-31$51,608
Expenses. Other expenses not covered elsewhere2016-12-31$1,767
Other income received2016-12-31$99,998
Net income (gross income less expenses)2016-12-31$92,127
Net plan assets at end of year (total assets less liabilities)2016-12-31$1,547,975
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$1,455,848
Assets. Value of real-estate (other than employer real property)2016-12-31$135,700
Total contributions received or receivable from employer(s)2016-12-31$17,725
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$2,764
2015 : ZILSKE LAW FIRM, S.C. 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$41,761
Expenses. Total of all expenses incurred2015-12-31$2,621
Total plan assets at end of year2015-12-31$1,455,848
Total plan assets at beginning of year2015-12-31$1,416,708
Value of fidelity bond covering the plan2015-12-31$300,000
Total contributions received or receivable from participants2015-12-31$49,118
Contributions received from other sources (not participants or employers)2015-12-31$-24,339
Net income (gross income less expenses)2015-12-31$39,140
Net plan assets at end of year (total assets less liabilities)2015-12-31$1,455,848
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$1,416,708
Assets. Value of real-estate (other than employer real property)2015-12-31$129,000
Total contributions received or receivable from employer(s)2015-12-31$16,982
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$2,621
2014 : ZILSKE LAW FIRM, S.C. 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$146,756
Total plan assets at end of year2014-12-31$1,416,708
Total plan assets at beginning of year2014-12-31$1,269,952
Value of fidelity bond covering the plan2014-12-31$300,000
Total contributions received or receivable from participants2014-12-31$62,613
Other income received2014-12-31$63,508
Net income (gross income less expenses)2014-12-31$146,756
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,416,708
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,269,952
Assets. Value of real-estate (other than employer real property)2014-12-31$129,000
Total contributions received or receivable from employer(s)2014-12-31$20,635
2013 : ZILSKE LAW FIRM, S.C. 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$155,300
Expenses. Total of all expenses incurred2013-12-31$16,944
Benefits paid (including direct rollovers)2013-12-31$12,236
Total plan assets at end of year2013-12-31$1,269,952
Total plan assets at beginning of year2013-12-31$1,131,596
Value of fidelity bond covering the plan2013-12-31$300,000
Total contributions received or receivable from participants2013-12-31$51,042
Expenses. Other expenses not covered elsewhere2013-12-31$3,512
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$87,249
Net income (gross income less expenses)2013-12-31$138,356
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,269,952
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,131,596
Assets. Value of real-estate (other than employer real property)2013-12-31$129,000
Total contributions received or receivable from employer(s)2013-12-31$17,009
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$1,196
2012 : ZILSKE LAW FIRM, S.C. 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$195,556
Expenses. Total of all expenses incurred2012-12-31$8,800
Benefits paid (including direct rollovers)2012-12-31$5,585
Total plan assets at end of year2012-12-31$1,131,596
Total plan assets at beginning of year2012-12-31$944,840
Value of fidelity bond covering the plan2012-12-31$300,000
Total contributions received or receivable from participants2012-12-31$46,936
Other income received2012-12-31$132,676
Net income (gross income less expenses)2012-12-31$186,756
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,131,596
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$944,840
Assets. Value of real-estate (other than employer real property)2012-12-31$129,000
Total contributions received or receivable from employer(s)2012-12-31$15,944
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$3,215
2011 : ZILSKE LAW FIRM, S.C. 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$41,705
Expenses. Total of all expenses incurred2011-12-31$3,446
Total plan assets at end of year2011-12-31$944,840
Total plan assets at beginning of year2011-12-31$906,581
Value of fidelity bond covering the plan2011-12-31$300,000
Total contributions received or receivable from participants2011-12-31$39,728
Expenses. Other expenses not covered elsewhere2011-12-31$3,446
Other income received2011-12-31$-10,274
Net income (gross income less expenses)2011-12-31$38,259
Net plan assets at end of year (total assets less liabilities)2011-12-31$944,840
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$906,581
Assets. Value of real-estate (other than employer real property)2011-12-31$128,300
Total contributions received or receivable from employer(s)2011-12-31$12,251

Form 5500 Responses for ZILSKE LAW FIRM, S.C. 401(K) PROFIT SHARING PLAN

2020: ZILSKE LAW FIRM, S.C. 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: ZILSKE LAW FIRM, S.C. 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: ZILSKE LAW FIRM, S.C. 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: ZILSKE LAW FIRM, S.C. 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedYes
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: ZILSKE LAW FIRM, S.C. 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: ZILSKE LAW FIRM, S.C. 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: ZILSKE LAW FIRM, S.C. 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: ZILSKE LAW FIRM, S.C. 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
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: ZILSKE LAW FIRM, S.C. 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
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: ZILSKE LAW FIRM, S.C. 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
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

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number817123
Policy instance 1
Insurance contract or identification number817123
Number of Individuals Covered8
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of fees paid to insurance companyUSD $1,008
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees1008
Additional information about fees paid to insurance brokerTPA PARTNERSHIP PROGRAM
Insurance broker organization code?5
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number817123
Policy instance 1
Insurance contract or identification number817123
Number of Individuals Covered9
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of fees paid to insurance companyUSD $895
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees895
Additional information about fees paid to insurance brokerTPA PARTNERSHIP PROGRAM
Insurance broker organization code?5
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number817123
Policy instance 1
Insurance contract or identification number817123
Number of Individuals Covered11
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of fees paid to insurance companyUSD $2,409
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees2409
Additional information about fees paid to insurance brokerTHIRD PARTY ADMINISTRATION
Insurance broker organization code?5
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number802357-0000
Policy instance 1
Insurance contract or identification number802357-0000
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $712
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $712
Insurance broker organization code?3
Insurance broker nameH BECK INC
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number817123
Policy instance 2
Insurance contract or identification number817123
Number of Individuals Covered10
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of fees paid to insurance companyUSD $2,691
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees2691
Additional information about fees paid to insurance brokerTHIRD PARTY ADMINISTRATION
Insurance broker organization code?5
Insurance broker namePENSION CONSULTANTS CO, INC.
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number802357-0000
Policy instance 1
Insurance contract or identification number802357-0000
Number of Individuals Covered9
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $3,921
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,921
Insurance broker organization code?3
Insurance broker nameH BECK INC
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number802357-0000
Policy instance 1
Insurance contract or identification number802357-0000
Number of Individuals Covered8
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $3,565
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for group deferred annuity?Yes
Commission paid to Insurance BrokerUSD $2,633
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameH BECK INC.
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number802357-0000
Policy instance 1
Insurance contract or identification number802357-0000
Number of Individuals Covered8
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $3,103
Are there contracts with allocated funds for group deferred annuity?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,103
Insurance broker organization code?3
Insurance broker nameMML INSURANCE AGENCY INC
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number802357-0000
Policy instance 1
Insurance contract or identification number802357-0000
Number of Individuals Covered10
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $2,714
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for group deferred annuity?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,714
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameMML INSURANCE AGENCY INC
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-809476
Policy instance 1
Insurance contract or identification numberGA-809476
Number of Individuals Covered0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number802357-0000
Policy instance 2
Insurance contract or identification number802357-0000
Number of Individuals Covered10
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $1,404
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for group deferred annuity?Yes
Contracts With Unallocated Funds Deposit Administration1

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1