LARSON HOME IMPROVEMENT has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan LARSON HOME IMPROVEMENT & INSULATION CO, INC. 401(K)
401k plan membership statisitcs for LARSON HOME IMPROVEMENT & INSULATION CO, INC. 401(K)
| Measure | Date | Value |
|---|
| 2014: LARSON HOME IMPROVEMENT & INSULATION CO, INC. 401(K) 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-04-01 | 19 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-04-01 | 18 |
| 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 | 1 |
| Total of all active and inactive participants | 2014-04-01 | 19 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-04-01 | 0 |
| Total participants | 2014-04-01 | 19 |
| Number of participants with account balances | 2014-04-01 | 15 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-04-01 | 0 |
| 2013: LARSON HOME IMPROVEMENT & INSULATION CO, INC. 401(K) 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-04-01 | 18 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-04-01 | 17 |
| 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 | 2 |
| Total of all active and inactive participants | 2013-04-01 | 19 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-04-01 | 0 |
| Total participants | 2013-04-01 | 19 |
| Number of participants with account balances | 2013-04-01 | 16 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-04-01 | 0 |
| 2012: LARSON HOME IMPROVEMENT & INSULATION CO, INC. 401(K) 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-04-01 | 18 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-04-01 | 16 |
| 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 | 2 |
| Total of all active and inactive participants | 2012-04-01 | 18 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-04-01 | 0 |
| Total participants | 2012-04-01 | 18 |
| Number of participants with account balances | 2012-04-01 | 16 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-04-01 | 0 |
| 2011: LARSON HOME IMPROVEMENT & INSULATION CO, INC. 401(K) 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-04-01 | 20 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-04-01 | 17 |
| 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 | 1 |
| Total of all active and inactive participants | 2011-04-01 | 18 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-04-01 | 0 |
| Total participants | 2011-04-01 | 18 |
| Number of participants with account balances | 2011-04-01 | 18 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-04-01 | 0 |
| 2009: LARSON HOME IMPROVEMENT & INSULATION CO, INC. 401(K) 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-04-01 | 21 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-04-01 | 18 |
| Number of retired or separated participants receiving benefits | 2009-04-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2009-04-01 | 3 |
| Total of all active and inactive participants | 2009-04-01 | 21 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-04-01 | 0 |
| Total participants | 2009-04-01 | 21 |
| Number of participants with account balances | 2009-04-01 | 21 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-04-01 | 0 |
| Measure | Date | Value |
|---|
| 2015 : LARSON HOME IMPROVEMENT & INSULATION CO, INC. 401(K) 2015 401k financial data |
|---|
| Transfers to/from the plan | 2015-03-31 | $442 |
| Total income from all sources | 2015-03-31 | $304,779 |
| Expenses. Total of all expenses incurred | 2015-03-31 | $12,197 |
| Benefits paid (including direct rollovers) | 2015-03-31 | $12,115 |
| Total plan assets at end of year | 2015-03-31 | $2,698,339 |
| Total plan assets at beginning of year | 2015-03-31 | $2,405,315 |
| Value of fidelity bond covering the plan | 2015-03-31 | $650,000 |
| Total contributions received or receivable from participants | 2015-03-31 | $56,364 |
| Expenses. Other expenses not covered elsewhere | 2015-03-31 | $82 |
| Contributions received from other sources (not participants or employers) | 2015-03-31 | $0 |
| Other income received | 2015-03-31 | $235,090 |
| Net income (gross income less expenses) | 2015-03-31 | $292,582 |
| Net plan assets at end of year (total assets less liabilities) | 2015-03-31 | $2,698,339 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-03-31 | $2,405,315 |
| Assets. Value of participant loans | 2015-03-31 | $17,062 |
| Total contributions received or receivable from employer(s) | 2015-03-31 | $13,325 |
| Value of certain deemed distributions of participant loans | 2015-03-31 | $0 |
| Value of corrective distributions | 2015-03-31 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-03-31 | $0 |
| 2014 : LARSON HOME IMPROVEMENT & INSULATION CO, INC. 401(K) 2014 401k financial data |
|---|
| Transfers to/from the plan | 2014-03-31 | $118 |
| Total income from all sources | 2014-03-31 | $473,510 |
| Expenses. Total of all expenses incurred | 2014-03-31 | $8,327 |
| Benefits paid (including direct rollovers) | 2014-03-31 | $8,153 |
| Total plan assets at end of year | 2014-03-31 | $2,405,316 |
| Total plan assets at beginning of year | 2014-03-31 | $1,940,015 |
| Value of fidelity bond covering the plan | 2014-03-31 | $650,000 |
| Total contributions received or receivable from participants | 2014-03-31 | $52,648 |
| Expenses. Other expenses not covered elsewhere | 2014-03-31 | $174 |
| Contributions received from other sources (not participants or employers) | 2014-03-31 | $0 |
| Other income received | 2014-03-31 | $408,332 |
| Net income (gross income less expenses) | 2014-03-31 | $465,183 |
| Net plan assets at end of year (total assets less liabilities) | 2014-03-31 | $2,405,316 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-03-31 | $1,940,015 |
| Assets. Value of participant loans | 2014-03-31 | $21,917 |
| Total contributions received or receivable from employer(s) | 2014-03-31 | $12,530 |
| Value of certain deemed distributions of participant loans | 2014-03-31 | $0 |
| Value of corrective distributions | 2014-03-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2014-03-31 | $0 |
| Minimum employer required contribution for this plan year | 2014-03-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2014-03-31 | $0 |
| 2013 : LARSON HOME IMPROVEMENT & INSULATION CO, INC. 401(K) 2013 401k financial data |
|---|
| Transfers to/from the plan | 2013-03-31 | $0 |
| Total income from all sources | 2013-03-31 | $282,014 |
| Expenses. Total of all expenses incurred | 2013-03-31 | $117,377 |
| Benefits paid (including direct rollovers) | 2013-03-31 | $117,261 |
| Total plan assets at end of year | 2013-03-31 | $1,940,015 |
| Total plan assets at beginning of year | 2013-03-31 | $1,775,378 |
| Total contributions received or receivable from participants | 2013-03-31 | $54,047 |
| Expenses. Other expenses not covered elsewhere | 2013-03-31 | $116 |
| Contributions received from other sources (not participants or employers) | 2013-03-31 | $0 |
| Other income received | 2013-03-31 | $215,293 |
| Net income (gross income less expenses) | 2013-03-31 | $164,637 |
| Net plan assets at end of year (total assets less liabilities) | 2013-03-31 | $1,940,015 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-03-31 | $1,775,378 |
| Assets. Value of participant loans | 2013-03-31 | $4,150 |
| Total contributions received or receivable from employer(s) | 2013-03-31 | $12,674 |
| Value of certain deemed distributions of participant loans | 2013-03-31 | $0 |
| Value of corrective distributions | 2013-03-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2013-03-31 | $0 |
| Minimum employer required contribution for this plan year | 2013-03-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2013-03-31 | $0 |
| 2012 : LARSON HOME IMPROVEMENT & INSULATION CO, INC. 401(K) 2012 401k financial data |
|---|
| Transfers to/from the plan | 2012-03-31 | $0 |
| Total income from all sources | 2012-03-31 | $69,443 |
| Expenses. Total of all expenses incurred | 2012-03-31 | $9,695 |
| Benefits paid (including direct rollovers) | 2012-03-31 | $9,600 |
| Total plan assets at end of year | 2012-03-31 | $1,775,377 |
| Total plan assets at beginning of year | 2012-03-31 | $1,715,629 |
| Value of fidelity bond covering the plan | 2012-03-31 | $650,000 |
| Total contributions received or receivable from participants | 2012-03-31 | $55,379 |
| Expenses. Other expenses not covered elsewhere | 2012-03-31 | $95 |
| Contributions received from other sources (not participants or employers) | 2012-03-31 | $0 |
| Other income received | 2012-03-31 | $1,213 |
| Net income (gross income less expenses) | 2012-03-31 | $59,748 |
| Net plan assets at end of year (total assets less liabilities) | 2012-03-31 | $1,775,377 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-03-31 | $1,715,629 |
| Assets. Value of participant loans | 2012-03-31 | $5,320 |
| Total contributions received or receivable from employer(s) | 2012-03-31 | $12,851 |
| Value of certain deemed distributions of participant loans | 2012-03-31 | $0 |
| Value of corrective distributions | 2012-03-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2012-03-31 | $0 |
| Minimum employer required contribution for this plan year | 2012-03-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2012-03-31 | $0 |
| 2011 : LARSON HOME IMPROVEMENT & INSULATION CO, INC. 401(K) 2011 401k financial data |
|---|
| Transfers to/from the plan | 2011-03-31 | $0 |
| Total income from all sources | 2011-03-31 | $309,613 |
| Expenses. Total of all expenses incurred | 2011-03-31 | $27,346 |
| Benefits paid (including direct rollovers) | 2011-03-31 | $27,180 |
| Total plan assets at end of year | 2011-03-31 | $1,715,629 |
| Total plan assets at beginning of year | 2011-03-31 | $1,433,362 |
| Value of fidelity bond covering the plan | 2011-03-31 | $650,000 |
| Total contributions received or receivable from participants | 2011-03-31 | $64,877 |
| Expenses. Other expenses not covered elsewhere | 2011-03-31 | $166 |
| Contributions received from other sources (not participants or employers) | 2011-03-31 | $0 |
| Other income received | 2011-03-31 | $229,882 |
| Net income (gross income less expenses) | 2011-03-31 | $282,267 |
| Net plan assets at end of year (total assets less liabilities) | 2011-03-31 | $1,715,629 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-03-31 | $1,433,362 |
| Assets. Value of participant loans | 2011-03-31 | $6,233 |
| Total contributions received or receivable from employer(s) | 2011-03-31 | $14,854 |
| Value of certain deemed distributions of participant loans | 2011-03-31 | $0 |
| Value of corrective distributions | 2011-03-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2011-03-31 | $0 |
| Minimum employer required contribution for this plan year | 2011-03-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2011-03-31 | $0 |
| 2010 : LARSON HOME IMPROVEMENT & INSULATION CO, INC. 401(K) 2010 401k financial data |
|---|
| Funding deficiency by the employer to the plan for this plan year | 2010-03-31 | $0 |
| Minimum employer required contribution for this plan year | 2010-03-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2010-03-31 | $0 |
| 2014: LARSON HOME IMPROVEMENT & INSULATION CO, INC. 401(K) 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 |
| 2013: LARSON HOME IMPROVEMENT & INSULATION CO, INC. 401(K) 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 |
| 2012: LARSON HOME IMPROVEMENT & INSULATION CO, INC. 401(K) 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 |
| 2011: LARSON HOME IMPROVEMENT & INSULATION CO, INC. 401(K) 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 |
| 2009: LARSON HOME IMPROVEMENT & INSULATION CO, INC. 401(K) 2009 form 5500 responses |
|---|
| 2009-04-01 | Type of plan entity | Single employer plan |
| 2009-04-01 | Submission has been amended | Yes |
| 2009-04-01 | This submission is the final filing | No |
| 2009-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-04-01 | Plan is a collectively bargained plan | No |
| 2009-04-01 | Plan funding arrangement – Trust | Yes |
| 2009-04-01 | Plan benefit arrangement - Trust | Yes |
| HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 ) |
| Policy contract number | GA-823568 |
| Policy instance | 1 |
| Insurance contract or identification number | GA-823568 | | Number of Individuals Covered | 15 | | Insurance policy start date | 2014-04-01 | | Insurance policy end date | 2015-03-31 | | Total amount of commissions paid to insurance broker | USD $9,717 | | 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? | Yes | | 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 $9,717 | | Insurance broker organization code? | 3 | | Insurance broker name | SBHU LIFE AGENCY INC |
|
| HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 ) |
| Policy contract number | GA-823568 |
| Policy instance | 1 |
| Insurance contract or identification number | GA-823568 | | Number of Individuals Covered | 16 | | Insurance policy start date | 2013-04-01 | | Insurance policy end date | 2014-03-31 | | Total amount of commissions paid to insurance broker | USD $8,168 | | 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? | Yes | | 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 $8,168 | | Insurance broker organization code? | 3 | | Insurance broker name | SBHU LIFE AGCY INC |
|
| HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 ) |
| Policy contract number | GA-823568 |
| Policy instance | 1 |
| Insurance contract or identification number | GA-823568 | | Number of Individuals Covered | 16 | | Insurance policy start date | 2012-04-01 | | Insurance policy end date | 2013-03-31 | | Total amount of commissions paid to insurance broker | USD $6,990 | | Total amount of fees paid to insurance company | USD $82 | | 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? | Yes | | 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 $6,990 | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 57 | | Additional information about fees paid to insurance broker | SALES/MARKETING | | Insurance broker name | MORGANSTANLEY SMITHBARNEY LLC |
|
| HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 ) |
| Policy contract number | GA-823568 |
| Policy instance | 1 |
| Insurance contract or identification number | GA-823568 | | Number of Individuals Covered | 18 | | Insurance policy start date | 2011-04-01 | | Insurance policy end date | 2012-03-31 | | Total amount of commissions paid to insurance broker | USD $6,482 | | Total amount of fees paid to insurance company | USD $101 | | 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? | Yes | | 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 |
|
| HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 ) |
| Policy contract number | GA-823568 |
| Policy instance | 1 |
| Insurance contract or identification number | GA-823568 | | Number of Individuals Covered | 18 | | Insurance policy start date | 2010-04-01 | | Insurance policy end date | 2011-03-31 | | Total amount of commissions paid to insurance broker | USD $2,884 | | Total amount of fees paid to insurance company | USD $24 | | 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? | Yes | | 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 $2,884 | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 24 | | Additional information about fees paid to insurance broker | SALES/MARKETING | | Insurance broker name | MORGANSTANLEY SMITHBARNEY LLC |
|
