MINNESOTA ELEMENTARY SCHOOL PRINCIPALS' ASSOCIATION has sponsored the creation of one or more 401k plans.
| Measure | Date | Value |
|---|
| 2008: MESPA RETIREMENT SAVINGS PLAN 2008 401k membership |
|---|
| Total participants, beginning-of-year | 2008-01-01 | 5 |
| Total number of active participants reported on line 7a of the Form 5500 | 2008-01-01 | 3 |
| Total of all active and inactive participants | 2008-01-01 | 3 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2008-01-01 | 0 |
| Total participants | 2008-01-01 | 3 |
| Number of participants with account balances | 2008-01-01 | 3 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2008-01-01 | 0 |
| 2007: MESPA RETIREMENT SAVINGS PLAN 2007 401k membership |
|---|
| Total participants, beginning-of-year | 2007-01-01 | 4 |
| Total number of active participants reported on line 7a of the Form 5500 | 2007-01-01 | 3 |
| Total of all active and inactive participants | 2007-01-01 | 3 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2007-01-01 | 0 |
| Total participants | 2007-01-01 | 3 |
| Number of participants with account balances | 2007-01-01 | 3 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2007-01-01 | 0 |
| 2006: MESPA RETIREMENT SAVINGS PLAN 2006 401k membership |
|---|
| Total participants, beginning-of-year | 2006-01-01 | 5 |
| Total number of active participants reported on line 7a of the Form 5500 | 2006-01-01 | 4 |
| Total of all active and inactive participants | 2006-01-01 | 4 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2006-01-01 | 0 |
| Total participants | 2006-01-01 | 4 |
| Number of participants with account balances | 2006-01-01 | 4 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2006-01-01 | 0 |
| 2005: MESPA RETIREMENT SAVINGS PLAN 2005 401k membership |
|---|
| Total participants, beginning-of-year | 2005-01-01 | 5 |
| Total number of active participants reported on line 7a of the Form 5500 | 2005-01-01 | 5 |
| Total of all active and inactive participants | 2005-01-01 | 5 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2005-01-01 | 0 |
| Total participants | 2005-01-01 | 5 |
| Number of participants with account balances | 2005-01-01 | 5 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2005-01-01 | 0 |
| 2004: MESPA RETIREMENT SAVINGS PLAN 2004 401k membership |
|---|
| Total participants, beginning-of-year | 2004-01-01 | 5 |
| Total number of active participants reported on line 7a of the Form 5500 | 2004-01-01 | 5 |
| Total of all active and inactive participants | 2004-01-01 | 5 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2004-01-01 | 0 |
| Total participants | 2004-01-01 | 5 |
| Number of participants with account balances | 2004-01-01 | 5 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2004-01-01 | 0 |
| 2003: MESPA RETIREMENT SAVINGS PLAN 2003 401k membership |
|---|
| Total participants, beginning-of-year | 2003-01-01 | 6 |
| Total number of active participants reported on line 7a of the Form 5500 | 2003-01-01 | 6 |
| Total of all active and inactive participants | 2003-01-01 | 6 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2003-01-01 | 0 |
| Total participants | 2003-01-01 | 6 |
| Number of participants with account balances | 2003-01-01 | 6 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2003-01-01 | 0 |
| 2002: MESPA RETIREMENT SAVINGS PLAN 2002 401k membership |
|---|
| Total participants, beginning-of-year | 2002-12-01 | 6 |
| Total number of active participants reported on line 7a of the Form 5500 | 2002-12-01 | 6 |
| Total of all active and inactive participants | 2002-12-01 | 6 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2002-12-01 | 0 |
| Total participants | 2002-12-01 | 6 |
| Number of participants with account balances | 2002-12-01 | 0 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2002-12-01 | 0 |
| Measure | Date | Value |
|---|
| 2008 : MESPA RETIREMENT SAVINGS PLAN 2008 401k financial data |
|---|
| Total income from all sources | 2008-12-31 | $-2,028 |
| Expenses. Total of all expenses incurred | 2008-12-31 | $0 |
| Total plan assets at end of year | 2008-12-31 | $222,861 |
| Total plan assets at beginning of year | 2008-12-31 | $224,889 |
| Value of fidelity bond covering the plan | 2008-12-31 | $150,000 |
| Total contributions received or receivable from participants | 2008-12-31 | $23,532 |
| Other income received | 2008-12-31 | $-48,545 |
| Net income (gross income less expenses) | 2008-12-31 | $-2,028 |
| Net plan assets at end of year (total assets less liabilities) | 2008-12-31 | $222,861 |
| Net plan assets at beginning of year (total assets less liabilities) | 2008-12-31 | $224,889 |
| Total contributions received or receivable from employer(s) | 2008-12-31 | $22,985 |
| 2007 : MESPA RETIREMENT SAVINGS PLAN 2007 401k financial data |
|---|
| Total income from all sources | 2007-12-31 | $56,420 |
| Expenses. Total of all expenses incurred | 2007-12-31 | $1,198 |
| Benefits paid (including direct rollovers) | 2007-12-31 | $1,198 |
| Total plan assets at end of year | 2007-12-31 | $224,889 |
| Total plan assets at beginning of year | 2007-12-31 | $169,667 |
| Value of fidelity bond covering the plan | 2007-12-31 | $150,000 |
| Total contributions received or receivable from participants | 2007-12-31 | $25,300 |
| Other income received | 2007-12-31 | $8,774 |
| Net income (gross income less expenses) | 2007-12-31 | $55,222 |
| Net plan assets at end of year (total assets less liabilities) | 2007-12-31 | $224,889 |
| Net plan assets at beginning of year (total assets less liabilities) | 2007-12-31 | $169,667 |
| Total contributions received or receivable from employer(s) | 2007-12-31 | $22,346 |
| 2006 : MESPA RETIREMENT SAVINGS PLAN 2006 401k financial data |
|---|
| Total income from all sources | 2006-12-31 | $60,053 |
| Expenses. Total of all expenses incurred | 2006-12-31 | $6,909 |
| Benefits paid (including direct rollovers) | 2006-12-31 | $6,909 |
| Total plan assets at end of year | 2006-12-31 | $169,667 |
| Total plan assets at beginning of year | 2006-12-31 | $116,523 |
| Value of fidelity bond covering the plan | 2006-12-31 | $150,000 |
| Total contributions received or receivable from participants | 2006-12-31 | $23,183 |
| Other income received | 2006-12-31 | $14,036 |
| Net income (gross income less expenses) | 2006-12-31 | $53,144 |
| Net plan assets at end of year (total assets less liabilities) | 2006-12-31 | $169,667 |
| Net plan assets at beginning of year (total assets less liabilities) | 2006-12-31 | $116,523 |
| Total contributions received or receivable from employer(s) | 2006-12-31 | $22,834 |
| 2005 : MESPA RETIREMENT SAVINGS PLAN 2005 401k financial data |
|---|
| Total income from all sources | 2005-12-31 | $52,017 |
| Expenses. Total of all expenses incurred | 2005-12-31 | $10,572 |
| Benefits paid (including direct rollovers) | 2005-12-31 | $10,572 |
| Total plan assets at end of year | 2005-12-31 | $116,523 |
| Total plan assets at beginning of year | 2005-12-31 | $75,078 |
| Value of fidelity bond covering the plan | 2005-12-31 | $150,000 |
| Total contributions received or receivable from participants | 2005-12-31 | $23,467 |
| Other income received | 2005-12-31 | $8,078 |
| Net income (gross income less expenses) | 2005-12-31 | $41,445 |
| Net plan assets at end of year (total assets less liabilities) | 2005-12-31 | $116,523 |
| Net plan assets at beginning of year (total assets less liabilities) | 2005-12-31 | $75,078 |
| Total contributions received or receivable from employer(s) | 2005-12-31 | $20,472 |
| 2004 : MESPA RETIREMENT SAVINGS PLAN 2004 401k financial data |
|---|
| Total income from all sources | 2004-12-31 | $45,769 |
| Expenses. Total of all expenses incurred | 2004-12-31 | $10,572 |
| Benefits paid (including direct rollovers) | 2004-12-31 | $10,572 |
| Total plan assets at end of year | 2004-12-31 | $75,078 |
| Total plan assets at beginning of year | 2004-12-31 | $39,881 |
| Value of fidelity bond covering the plan | 2004-12-31 | $150,000 |
| Total contributions received or receivable from participants | 2004-12-31 | $21,514 |
| Other income received | 2004-12-31 | $4,294 |
| Net income (gross income less expenses) | 2004-12-31 | $35,197 |
| Net plan assets at end of year (total assets less liabilities) | 2004-12-31 | $75,078 |
| Net plan assets at beginning of year (total assets less liabilities) | 2004-12-31 | $39,881 |
| Total contributions received or receivable from employer(s) | 2004-12-31 | $19,961 |
| 2003 : MESPA RETIREMENT SAVINGS PLAN 2003 401k financial data |
|---|
| Total income from all sources | 2003-12-31 | $65,103 |
| Expenses. Total of all expenses incurred | 2003-12-31 | $25,222 |
| Benefits paid (including direct rollovers) | 2003-12-31 | $25,222 |
| Total plan assets at end of year | 2003-12-31 | $39,881 |
| Total plan assets at beginning of year | 2003-12-31 | $0 |
| Value of fidelity bond covering the plan | 2003-12-31 | $150,000 |
| Total contributions received or receivable from participants | 2003-12-31 | $36,217 |
| Other income received | 2003-12-31 | $3,674 |
| Net income (gross income less expenses) | 2003-12-31 | $39,881 |
| Net plan assets at end of year (total assets less liabilities) | 2003-12-31 | $39,881 |
| Net plan assets at beginning of year (total assets less liabilities) | 2003-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2003-12-31 | $25,212 |
| 2002 : MESPA RETIREMENT SAVINGS PLAN 2002 401k financial data |
|---|
| Total income from all sources | 2002-12-31 | $0 |
| Expenses. Total of all expenses incurred | 2002-12-31 | $0 |
| Total plan assets at end of year | 2002-12-31 | $0 |
| Total plan assets at beginning of year | 2002-12-31 | $0 |
| Value of fidelity bond covering the plan | 2002-12-31 | $150,000 |
| Net income (gross income less expenses) | 2002-12-31 | $0 |
| Net plan assets at end of year (total assets less liabilities) | 2002-12-31 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2002-12-31 | $0 |
| 2008: MESPA RETIREMENT SAVINGS PLAN 2008 form 5500 responses |
|---|
| 2008-01-01 | Type of plan entity | Single employer plan |
| 2008-01-01 | Submission has been amended | Yes |
| 2008-01-01 | This submission is the final filing | No |
| 2008-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2008-01-01 | Plan is a collectively bargained plan | No |
| 2008-01-01 | Plan funding arrangement – Insurance | Yes |
| 2008-01-01 | Plan funding arrangement – Trust | Yes |
| 2008-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2008-01-01 | Plan benefit arrangement - Trust | Yes |
| 2007: MESPA RETIREMENT SAVINGS PLAN 2007 form 5500 responses |
|---|
| 2007-01-01 | Type of plan entity | Single employer plan |
| 2007-01-01 | Submission has been amended | No |
| 2007-01-01 | This submission is the final filing | No |
| 2007-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2007-01-01 | Plan is a collectively bargained plan | No |
| 2007-01-01 | Plan funding arrangement – Insurance | Yes |
| 2007-01-01 | Plan funding arrangement – Trust | Yes |
| 2007-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2007-01-01 | Plan benefit arrangement - Trust | Yes |
| 2006: MESPA RETIREMENT SAVINGS PLAN 2006 form 5500 responses |
|---|
| 2006-01-01 | Type of plan entity | Single employer plan |
| 2006-01-01 | Submission has been amended | Yes |
| 2006-01-01 | This submission is the final filing | No |
| 2006-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2006-01-01 | Plan is a collectively bargained plan | No |
| 2006-01-01 | Plan funding arrangement – Insurance | Yes |
| 2006-01-01 | Plan funding arrangement – Trust | Yes |
| 2006-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2006-01-01 | Plan benefit arrangement - Trust | Yes |
| 2005: MESPA RETIREMENT SAVINGS PLAN 2005 form 5500 responses |
|---|
| 2005-01-01 | Type of plan entity | Single employer plan |
| 2005-01-01 | Submission has been amended | Yes |
| 2005-01-01 | This submission is the final filing | No |
| 2005-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2005-01-01 | Plan is a collectively bargained plan | No |
| 2005-01-01 | Plan funding arrangement – Insurance | Yes |
| 2005-01-01 | Plan funding arrangement – Trust | Yes |
| 2005-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2005-01-01 | Plan benefit arrangement - Trust | Yes |
| 2004: MESPA RETIREMENT SAVINGS PLAN 2004 form 5500 responses |
|---|
| 2004-01-01 | Type of plan entity | Single employer plan |
| 2004-01-01 | Submission has been amended | Yes |
| 2004-01-01 | This submission is the final filing | No |
| 2004-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2004-01-01 | Plan is a collectively bargained plan | No |
| 2004-01-01 | Plan funding arrangement – Insurance | Yes |
| 2004-01-01 | Plan funding arrangement – Trust | Yes |
| 2004-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2004-01-01 | Plan benefit arrangement - Trust | Yes |
| 2003: MESPA RETIREMENT SAVINGS PLAN 2003 form 5500 responses |
|---|
| 2003-01-01 | Type of plan entity | Single employer plan |
| 2003-01-01 | Submission has been amended | Yes |
| 2003-01-01 | This submission is the final filing | No |
| 2003-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2003-01-01 | Plan is a collectively bargained plan | No |
| 2003-01-01 | Plan funding arrangement – Insurance | Yes |
| 2003-01-01 | Plan funding arrangement – Trust | Yes |
| 2003-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2003-01-01 | Plan benefit arrangement - Trust | Yes |
| 2002: MESPA RETIREMENT SAVINGS PLAN 2002 form 5500 responses |
|---|
| 2002-12-01 | Type of plan entity | Single employer plan |
| 2002-12-01 | First time form 5500 has been submitted | Yes |
| 2002-12-01 | Submission has been amended | Yes |
| 2002-12-01 | This submission is the final filing | No |
| 2002-12-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
| 2002-12-01 | Plan is a collectively bargained plan | No |
| 2002-12-01 | Plan funding arrangement – Trust | Yes |
| 2002-12-01 | Plan benefit arrangement - Trust | Yes |
| VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 ) |
| Policy contract number | 02650 |
| Policy instance | 1 |
| Insurance contract or identification number | 02650 | | Number of Individuals Covered | 3 | | Insurance policy start date | 2008-01-01 | | Insurance policy end date | 2008-12-31 | | Total amount of commissions paid to insurance broker | USD $513 | | 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 | 1 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $468 | | Insurance broker organization code? | 3 | | Insurance broker name | ELIZABETH MONGE |
|
| VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 ) |
| Policy contract number | 02650 |
| Policy instance | 1 |
| Insurance contract or identification number | 02650 | | Number of Individuals Covered | 3 | | Insurance policy start date | 2007-01-01 | | Insurance policy end date | 2007-12-31 | | Total amount of commissions paid to insurance broker | USD $532 | | 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 | 1 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $494 | | Insurance broker organization code? | 3 | | Insurance broker name | ELIZABETH MONGE |
|
| VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 ) |
| Policy contract number | 02650 |
| Policy instance | 1 |
| Insurance contract or identification number | 02650 | | Number of Individuals Covered | 4 | | Insurance policy start date | 2006-01-01 | | Insurance policy end date | 2006-12-31 | | Total amount of commissions paid to insurance broker | USD $454 | | 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 | 1 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $418 | | Insurance broker organization code? | 3 | | Insurance broker name | JOHN LINDEMAN |
|
| VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 ) |
| Policy contract number | 02650 |
| Policy instance | 1 |
| Insurance contract or identification number | 02650 | | Number of Individuals Covered | 5 | | Insurance policy start date | 2005-01-01 | | Insurance policy end date | 2005-12-31 | | Total amount of commissions paid to insurance broker | USD $557 | | 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 | 1 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $494 | | Insurance broker organization code? | 3 | | Insurance broker name | ELSA HARRIS |
|
| VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 ) |
| Policy contract number | 02650 |
| Policy instance | 1 |
| Insurance contract or identification number | 02650 | | Number of Individuals Covered | 5 | | Insurance policy start date | 2004-01-01 | | Insurance policy end date | 2004-12-31 | | Total amount of commissions paid to insurance broker | USD $680 | | 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 | 1 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $624 | | Insurance broker organization code? | 3 | | Insurance broker name | JOHN LINDEMAN |
|
| VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 ) |
| Policy contract number | 02650 |
| Policy instance | 1 |
| Insurance contract or identification number | 02650 | | Number of Individuals Covered | 5 | | Insurance policy start date | 2003-01-01 | | Insurance policy end date | 2003-12-31 | | Total amount of commissions paid to insurance broker | USD $1,257 | | 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 | 1 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,147 | | Insurance broker organization code? | 3 | | Insurance broker name | JOHN LINDEMAN |
|
