ASSOCIATED ORAL & MAXILLOFACIAL SURGEONS, P.A. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan ASSOCIATED ORAL & MAXILLOFACIAL SURGEONS, P.A. 401(K) PROFIT SHARING PLAN
401k plan membership statisitcs for ASSOCIATED ORAL & MAXILLOFACIAL SURGEONS, P.A. 401(K) PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2016: ASSOCIATED ORAL & MAXILLOFACIAL SURGEONS, P.A. 401(K) PROFIT SHARING PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-04-01 | 47 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-04-01 | 33 |
| Number of retired or separated participants receiving benefits | 2016-04-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2016-04-01 | 10 |
| Total of all active and inactive participants | 2016-04-01 | 43 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-04-01 | 0 |
| Total participants | 2016-04-01 | 43 |
| Number of participants with account balances | 2016-04-01 | 43 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-04-01 | 4 |
| 2015: ASSOCIATED ORAL & MAXILLOFACIAL SURGEONS, P.A. 401(K) PROFIT SHARING PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-04-01 | 47 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-04-01 | 37 |
| Number of retired or separated participants receiving benefits | 2015-04-01 | 6 |
| Number of other retired or separated participants entitled to future benefits | 2015-04-01 | 2 |
| Total of all active and inactive participants | 2015-04-01 | 45 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-04-01 | 0 |
| Total participants | 2015-04-01 | 45 |
| Number of participants with account balances | 2015-04-01 | 45 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-04-01 | 3 |
| 2014: ASSOCIATED ORAL & MAXILLOFACIAL SURGEONS, P.A. 401(K) PROFIT SHARING PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-04-01 | 45 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-04-01 | 42 |
| Number of retired or separated participants receiving benefits | 2014-04-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2014-04-01 | 2 |
| Total of all active and inactive participants | 2014-04-01 | 44 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-04-01 | 0 |
| Total participants | 2014-04-01 | 44 |
| Number of participants with account balances | 2014-04-01 | 44 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-04-01 | 1 |
| 2013: ASSOCIATED ORAL & MAXILLOFACIAL SURGEONS, P.A. 401(K) PROFIT SHARING PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-04-01 | 45 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-04-01 | 40 |
| Number of retired or separated participants receiving benefits | 2013-04-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2013-04-01 | 5 |
| Total of all active and inactive participants | 2013-04-01 | 45 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-04-01 | 0 |
| Total participants | 2013-04-01 | 45 |
| Number of participants with account balances | 2013-04-01 | 45 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-04-01 | 3 |
| 2012: ASSOCIATED ORAL & MAXILLOFACIAL SURGEONS, P.A. 401(K) PROFIT SHARING PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-04-01 | 45 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-04-01 | 37 |
| Number of retired or separated participants receiving benefits | 2012-04-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2012-04-01 | 4 |
| Total of all active and inactive participants | 2012-04-01 | 41 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-04-01 | 0 |
| Total participants | 2012-04-01 | 41 |
| Number of participants with account balances | 2012-04-01 | 41 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-04-01 | 3 |
| 2011: ASSOCIATED ORAL & MAXILLOFACIAL SURGEONS, P.A. 401(K) PROFIT SHARING PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-04-01 | 42 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-04-01 | 37 |
| Number of retired or separated participants receiving benefits | 2011-04-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2011-04-01 | 7 |
| Total of all active and inactive participants | 2011-04-01 | 44 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-04-01 | 0 |
| Total participants | 2011-04-01 | 44 |
| Number of participants with account balances | 2011-04-01 | 44 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-04-01 | 2 |
| Measure | Date | Value |
|---|
| 2017 : ASSOCIATED ORAL & MAXILLOFACIAL SURGEONS, P.A. 401(K) PROFIT SHARING PLAN 2017 401k financial data |
|---|
| Total plan liabilities at end of year | 2017-03-31 | $0 |
| Total plan liabilities at beginning of year | 2017-03-31 | $0 |
| Total income from all sources | 2017-03-31 | $949,204 |
| Expenses. Total of all expenses incurred | 2017-03-31 | $772,741 |
| Benefits paid (including direct rollovers) | 2017-03-31 | $759,394 |
| Total plan assets at end of year | 2017-03-31 | $5,489,677 |
| Total plan assets at beginning of year | 2017-03-31 | $5,313,214 |
| Value of fidelity bond covering the plan | 2017-03-31 | $500,000 |
| Total contributions received or receivable from participants | 2017-03-31 | $173,193 |
| Contributions received from other sources (not participants or employers) | 2017-03-31 | $0 |
| Other income received | 2017-03-31 | $480,227 |
| Noncash contributions received | 2017-03-31 | $0 |
| Net income (gross income less expenses) | 2017-03-31 | $176,463 |
| Net plan assets at end of year (total assets less liabilities) | 2017-03-31 | $5,489,677 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-03-31 | $5,313,214 |
| Total contributions received or receivable from employer(s) | 2017-03-31 | $295,784 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-03-31 | $13,347 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-03-31 | $0 |
| 2016 : ASSOCIATED ORAL & MAXILLOFACIAL SURGEONS, P.A. 401(K) PROFIT SHARING PLAN 2016 401k financial data |
|---|
| Total plan liabilities at beginning of year | 2016-03-31 | $0 |
| Total income from all sources | 2016-03-31 | $-326,016 |
| Expenses. Total of all expenses incurred | 2016-03-31 | $4,621,707 |
| Benefits paid (including direct rollovers) | 2016-03-31 | $4,589,345 |
| Total plan assets at end of year | 2016-03-31 | $5,313,214 |
| Total plan assets at beginning of year | 2016-03-31 | $10,260,937 |
| Value of fidelity bond covering the plan | 2016-03-31 | $500,000 |
| Total contributions received or receivable from participants | 2016-03-31 | $193,706 |
| Other income received | 2016-03-31 | $-804,564 |
| Net income (gross income less expenses) | 2016-03-31 | $-4,947,723 |
| Net plan assets at end of year (total assets less liabilities) | 2016-03-31 | $5,313,214 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-03-31 | $10,260,937 |
| Total contributions received or receivable from employer(s) | 2016-03-31 | $284,842 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-03-31 | $32,362 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-03-31 | $0 |
| 2015 : ASSOCIATED ORAL & MAXILLOFACIAL SURGEONS, P.A. 401(K) PROFIT SHARING PLAN 2015 401k financial data |
|---|
| Total plan liabilities at end of year | 2015-03-31 | $0 |
| Total plan liabilities at beginning of year | 2015-03-31 | $0 |
| Total income from all sources | 2015-03-31 | $1,142,292 |
| Expenses. Total of all expenses incurred | 2015-03-31 | $131,783 |
| Benefits paid (including direct rollovers) | 2015-03-31 | $75,195 |
| Total plan assets at end of year | 2015-03-31 | $10,260,937 |
| Total plan assets at beginning of year | 2015-03-31 | $9,250,428 |
| Value of fidelity bond covering the plan | 2015-03-31 | $500,000 |
| Total contributions received or receivable from participants | 2015-03-31 | $203,999 |
| Assets. Value of loans (other than to participants) | 2015-03-31 | $0 |
| Other income received | 2015-03-31 | $634,026 |
| Net income (gross income less expenses) | 2015-03-31 | $1,010,509 |
| Net plan assets at end of year (total assets less liabilities) | 2015-03-31 | $10,260,937 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-03-31 | $9,250,428 |
| Total contributions received or receivable from employer(s) | 2015-03-31 | $304,267 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-03-31 | $56,588 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-03-31 | $0 |
| 2014 : ASSOCIATED ORAL & MAXILLOFACIAL SURGEONS, P.A. 401(K) PROFIT SHARING PLAN 2014 401k financial data |
|---|
| Total plan liabilities at end of year | 2014-03-31 | $0 |
| Total plan liabilities at beginning of year | 2014-03-31 | $0 |
| Total income from all sources | 2014-03-31 | $1,341,632 |
| Expenses. Total of all expenses incurred | 2014-03-31 | $94,740 |
| Benefits paid (including direct rollovers) | 2014-03-31 | $61,007 |
| Total plan assets at end of year | 2014-03-31 | $9,250,428 |
| Total plan assets at beginning of year | 2014-03-31 | $8,003,536 |
| Value of fidelity bond covering the plan | 2014-03-31 | $500,000 |
| Total contributions received or receivable from participants | 2014-03-31 | $199,779 |
| Assets. Value of loans (other than to participants) | 2014-03-31 | $25,000 |
| Other income received | 2014-03-31 | $837,008 |
| Net income (gross income less expenses) | 2014-03-31 | $1,246,892 |
| Net plan assets at end of year (total assets less liabilities) | 2014-03-31 | $9,250,428 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-03-31 | $8,003,536 |
| Total contributions received or receivable from employer(s) | 2014-03-31 | $304,845 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-03-31 | $33,733 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-03-31 | $0 |
| 2013 : ASSOCIATED ORAL & MAXILLOFACIAL SURGEONS, P.A. 401(K) PROFIT SHARING PLAN 2013 401k financial data |
|---|
| Transfers to/from the plan | 2013-03-31 | $0 |
| Total plan liabilities at end of year | 2013-03-31 | $0 |
| Total plan liabilities at beginning of year | 2013-03-31 | $0 |
| Total income from all sources | 2013-03-31 | $1,206,771 |
| Expenses. Total of all expenses incurred | 2013-03-31 | $755,014 |
| Benefits paid (including direct rollovers) | 2013-03-31 | $723,250 |
| Total plan assets at end of year | 2013-03-31 | $8,003,536 |
| Total plan assets at beginning of year | 2013-03-31 | $7,551,779 |
| Value of fidelity bond covering the plan | 2013-03-31 | $500,000 |
| Total contributions received or receivable from participants | 2013-03-31 | $194,802 |
| Expenses. Other expenses not covered elsewhere | 2013-03-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2013-03-31 | $0 |
| Other income received | 2013-03-31 | $722,987 |
| Noncash contributions received | 2013-03-31 | $0 |
| Net income (gross income less expenses) | 2013-03-31 | $451,757 |
| Net plan assets at end of year (total assets less liabilities) | 2013-03-31 | $8,003,536 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-03-31 | $7,551,779 |
| Total contributions received or receivable from employer(s) | 2013-03-31 | $288,982 |
| Value of certain deemed distributions of participant loans | 2013-03-31 | $0 |
| Value of corrective distributions | 2013-03-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-03-31 | $31,764 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-03-31 | $0 |
| 2012 : ASSOCIATED ORAL & MAXILLOFACIAL SURGEONS, P.A. 401(K) PROFIT SHARING PLAN 2012 401k financial data |
|---|
| Total plan liabilities at end of year | 2012-03-31 | $0 |
| Total plan liabilities at beginning of year | 2012-03-31 | $0 |
| Total income from all sources | 2012-03-31 | $404,622 |
| Expenses. Total of all expenses incurred | 2012-03-31 | $224,105 |
| Benefits paid (including direct rollovers) | 2012-03-31 | $187,613 |
| Total plan assets at end of year | 2012-03-31 | $7,551,779 |
| Total plan assets at beginning of year | 2012-03-31 | $7,371,262 |
| Value of fidelity bond covering the plan | 2012-03-31 | $500,000 |
| Total contributions received or receivable from participants | 2012-03-31 | $174,281 |
| Other income received | 2012-03-31 | $-88,658 |
| Net income (gross income less expenses) | 2012-03-31 | $180,517 |
| Net plan assets at end of year (total assets less liabilities) | 2012-03-31 | $7,551,779 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-03-31 | $7,371,262 |
| Total contributions received or receivable from employer(s) | 2012-03-31 | $318,999 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-03-31 | $36,492 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-03-31 | $0 |
| 2016: ASSOCIATED ORAL & MAXILLOFACIAL SURGEONS, P.A. 401(K) PROFIT SHARING PLAN 2016 form 5500 responses |
|---|
| 2016-04-01 | Type of plan entity | Single employer plan |
| 2016-04-01 | Submission has been amended | No |
| 2016-04-01 | This submission is the final filing | No |
| 2016-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-04-01 | Plan is a collectively bargained plan | No |
| 2016-04-01 | Plan funding arrangement – Insurance | Yes |
| 2016-04-01 | Plan funding arrangement – Trust | Yes |
| 2016-04-01 | Plan benefit arrangement – Insurance | Yes |
| 2016-04-01 | Plan benefit arrangement - Trust | Yes |
| 2015: ASSOCIATED ORAL & MAXILLOFACIAL SURGEONS, P.A. 401(K) PROFIT SHARING PLAN 2015 form 5500 responses |
|---|
| 2015-04-01 | Type of plan entity | Single employer plan |
| 2015-04-01 | Submission has been amended | No |
| 2015-04-01 | This submission is the final filing | No |
| 2015-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-04-01 | Plan is a collectively bargained plan | No |
| 2015-04-01 | Plan funding arrangement – Insurance | Yes |
| 2015-04-01 | Plan funding arrangement – Trust | Yes |
| 2015-04-01 | Plan benefit arrangement – Insurance | Yes |
| 2015-04-01 | Plan benefit arrangement - Trust | Yes |
| 2014: ASSOCIATED ORAL & MAXILLOFACIAL SURGEONS, P.A. 401(K) PROFIT SHARING PLAN 2014 form 5500 responses |
|---|
| 2014-04-01 | Type of plan entity | Single employer plan |
| 2014-04-01 | Submission has been amended | No |
| 2014-04-01 | This submission is the final filing | No |
| 2014-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-04-01 | Plan is a collectively bargained plan | No |
| 2014-04-01 | Plan funding arrangement – Insurance | Yes |
| 2014-04-01 | Plan funding arrangement – Trust | Yes |
| 2014-04-01 | Plan benefit arrangement – Insurance | Yes |
| 2014-04-01 | Plan benefit arrangement - Trust | Yes |
| 2013: ASSOCIATED ORAL & MAXILLOFACIAL SURGEONS, P.A. 401(K) PROFIT SHARING PLAN 2013 form 5500 responses |
|---|
| 2013-04-01 | Type of plan entity | Single employer plan |
| 2013-04-01 | Submission has been amended | No |
| 2013-04-01 | This submission is the final filing | No |
| 2013-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-04-01 | Plan is a collectively bargained plan | No |
| 2013-04-01 | Plan funding arrangement – Insurance | Yes |
| 2013-04-01 | Plan funding arrangement – Trust | Yes |
| 2013-04-01 | Plan benefit arrangement – Insurance | Yes |
| 2013-04-01 | Plan benefit arrangement - Trust | Yes |
| 2012: ASSOCIATED ORAL & MAXILLOFACIAL SURGEONS, P.A. 401(K) PROFIT SHARING PLAN 2012 form 5500 responses |
|---|
| 2012-04-01 | Type of plan entity | Single employer plan |
| 2012-04-01 | Submission has been amended | No |
| 2012-04-01 | This submission is the final filing | No |
| 2012-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-04-01 | Plan is a collectively bargained plan | No |
| 2012-04-01 | Plan funding arrangement – Insurance | Yes |
| 2012-04-01 | Plan funding arrangement – Trust | Yes |
| 2012-04-01 | Plan benefit arrangement – Insurance | Yes |
| 2012-04-01 | Plan benefit arrangement - Trust | Yes |
| 2011: ASSOCIATED ORAL & MAXILLOFACIAL SURGEONS, P.A. 401(K) PROFIT SHARING PLAN 2011 form 5500 responses |
|---|
| 2011-04-01 | Type of plan entity | Single employer plan |
| 2011-04-01 | Submission has been amended | No |
| 2011-04-01 | This submission is the final filing | No |
| 2011-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-04-01 | Plan is a collectively bargained plan | No |
| 2011-04-01 | Plan funding arrangement – Insurance | Yes |
| 2011-04-01 | Plan funding arrangement – Trust | Yes |
| 2011-04-01 | Plan benefit arrangement – Insurance | Yes |
| 2011-04-01 | Plan benefit arrangement - Trust | Yes |
| SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) |
| Policy contract number | 52497 |
| Policy instance | 1 |
| Insurance contract or identification number | 52497 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2015-04-01 | | Insurance policy end date | 2016-03-31 | | 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? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No |
|
| SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) |
| Policy contract number | 52497 |
| Policy instance | 1 |
| Insurance contract or identification number | 52497 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2014-04-01 | | Insurance policy end date | 2015-03-31 | | 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? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No |
|
| SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) |
| Policy contract number | 52497 |
| Policy instance | 1 |
| Insurance contract or identification number | 52497 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2013-04-01 | | Insurance policy end date | 2014-03-31 | | 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? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No |
|
| SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) |
| Policy contract number | 52497 |
| Policy instance | 1 |
| Insurance contract or identification number | 52497 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2012-04-01 | | Insurance policy end date | 2013-03-31 | | 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? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No |
|
| SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) |
| Policy contract number | 52497 |
| Policy instance | 1 |
| Insurance contract or identification number | 52497 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2011-04-01 | | Insurance policy end date | 2012-03-31 | | 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? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No |
|
