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INFORMATION ADVANTAGE INC EMPLOYEES 401K PLAN 401k Plan overview

Plan NameINFORMATION ADVANTAGE INC EMPLOYEES 401K PLAN
Plan identification number 001

INFORMATION ADVANTAGE INC EMPLOYEES 401K PLAN Benefits

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

401k Sponsoring company profile

INFORMATION ADVANTAGE INC has sponsored the creation of one or more 401k plans.

Company Name:INFORMATION ADVANTAGE INC
Employer identification number (EIN):411718445
NAIC Classification:541512
NAIC Description:Computer Systems Design Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan INFORMATION ADVANTAGE INC EMPLOYEES 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012017-01-01MICHAEL FINCK MICHAEL FINCK2017-07-19
0012016-01-01MICHAEL FINCK MICHAEL FINCK2017-07-11
0012015-01-01FRANK FANTIGROSSI FRANK FANTIGROSSI2016-10-10
0012014-01-01STEPHEN GAYNOR STEPHEN GAYNOR2015-10-14
0012013-01-01STEPHEN GAYNOR STEPHEN GAYNOR2014-10-14
0012012-01-01STEPHEN GAYNOR STEPHEN GAYNOR2013-10-15
0012011-01-01FRANK FANTIGROSSI
0012009-01-01ROBERT LIOTTO LISA CHEKIMOGLOU2010-09-01

Plan Statistics for INFORMATION ADVANTAGE INC EMPLOYEES 401K PLAN

401k plan membership statisitcs for INFORMATION ADVANTAGE INC EMPLOYEES 401K PLAN

Measure Date Value
2017: INFORMATION ADVANTAGE INC EMPLOYEES 401K PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0116
Total number of active participants reported on line 7a of the Form 55002017-01-010
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-010
Number of participants with account balances2017-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: INFORMATION ADVANTAGE INC EMPLOYEES 401K PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0116
Total number of active participants reported on line 7a of the Form 55002016-01-010
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0116
Total of all active and inactive participants2016-01-0116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0116
Number of participants with account balances2016-01-0116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: INFORMATION ADVANTAGE INC EMPLOYEES 401K PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0129
Total number of active participants reported on line 7a of the Form 55002015-01-010
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0116
Total of all active and inactive participants2015-01-0116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0116
Number of participants with account balances2015-01-0116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: INFORMATION ADVANTAGE INC EMPLOYEES 401K PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0129
Total number of active participants reported on line 7a of the Form 55002014-01-010
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0129
Total of all active and inactive participants2014-01-0129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0129
Number of participants with account balances2014-01-0129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: INFORMATION ADVANTAGE INC EMPLOYEES 401K PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0129
Total number of active participants reported on line 7a of the Form 55002013-01-010
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0129
Total of all active and inactive participants2013-01-0129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0129
Number of participants with account balances2013-01-0129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: INFORMATION ADVANTAGE INC EMPLOYEES 401K PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0130
Total number of active participants reported on line 7a of the Form 55002012-01-010
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0129
Total of all active and inactive participants2012-01-0129
Total participants2012-01-0129
Number of participants with account balances2012-01-0129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: INFORMATION ADVANTAGE INC EMPLOYEES 401K PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0152
Total number of active participants reported on line 7a of the Form 55002011-01-010
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0130
Total of all active and inactive participants2011-01-0130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0130
Number of participants with account balances2011-01-0130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: INFORMATION ADVANTAGE INC EMPLOYEES 401K PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0159
Number of other retired or separated participants entitled to future benefits2009-01-0154
Total of all active and inactive participants2009-01-0154
Total participants2009-01-0154
Number of participants with account balances2009-01-0154

Financial Data on INFORMATION ADVANTAGE INC EMPLOYEES 401K PLAN

Measure Date Value
2017 : INFORMATION ADVANTAGE INC EMPLOYEES 401K PLAN 2017 401k financial data
Total income from all sources2017-04-07$5,123
Expenses. Total of all expenses incurred2017-04-07$89,579
Benefits paid (including direct rollovers)2017-04-07$89,054
Total plan assets at end of year2017-04-07$0
Total plan assets at beginning of year2017-04-07$84,456
Value of fidelity bond covering the plan2017-04-07$5,000,000
Other income received2017-04-07$5,123
Net income (gross income less expenses)2017-04-07$-84,456
Net plan assets at end of year (total assets less liabilities)2017-04-07$0
Net plan assets at beginning of year (total assets less liabilities)2017-04-07$84,456
Expenses. Administrative service providers (salaries,fees and commissions)2017-04-07$525
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-04-07$0
2016 : INFORMATION ADVANTAGE INC EMPLOYEES 401K PLAN 2016 401k financial data
Total income from all sources2016-12-31$4,089
Expenses. Total of all expenses incurred2016-12-31$200
Total plan assets at end of year2016-12-31$84,456
Total plan assets at beginning of year2016-12-31$80,567
Value of fidelity bond covering the plan2016-12-31$5,000,000
Other income received2016-12-31$4,089
Net income (gross income less expenses)2016-12-31$3,889
Net plan assets at end of year (total assets less liabilities)2016-12-31$84,456
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$80,567
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$200
2015 : INFORMATION ADVANTAGE INC EMPLOYEES 401K PLAN 2015 401k financial data
Total income from all sources2015-12-31$12,526
Expenses. Total of all expenses incurred2015-12-31$367,388
Benefits paid (including direct rollovers)2015-12-31$366,863
Total plan assets at end of year2015-12-31$80,567
Total plan assets at beginning of year2015-12-31$435,429
Value of fidelity bond covering the plan2015-12-31$5,000,000
Other income received2015-12-31$12,526
Net income (gross income less expenses)2015-12-31$-354,862
Net plan assets at end of year (total assets less liabilities)2015-12-31$80,567
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$435,429
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$525
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : INFORMATION ADVANTAGE INC EMPLOYEES 401K PLAN 2014 401k financial data
Total income from all sources2014-12-31$27,782
Expenses. Total of all expenses incurred2014-12-31$16,287
Benefits paid (including direct rollovers)2014-12-31$16,062
Total plan assets at end of year2014-12-31$435,429
Total plan assets at beginning of year2014-12-31$423,934
Value of fidelity bond covering the plan2014-12-31$5,000,000
Other income received2014-12-31$27,782
Net income (gross income less expenses)2014-12-31$11,495
Net plan assets at end of year (total assets less liabilities)2014-12-31$435,429
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$423,934
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$225
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : INFORMATION ADVANTAGE INC EMPLOYEES 401K PLAN 2013 401k financial data
Total income from all sources2013-12-31$94,109
Expenses. Total of all expenses incurred2013-12-31$200
Total plan assets at end of year2013-12-31$423,934
Total plan assets at beginning of year2013-12-31$330,025
Value of fidelity bond covering the plan2013-12-31$5,000,000
Other income received2013-12-31$94,109
Net income (gross income less expenses)2013-12-31$93,909
Net plan assets at end of year (total assets less liabilities)2013-12-31$423,934
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$330,025
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$200
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : INFORMATION ADVANTAGE INC EMPLOYEES 401K PLAN 2012 401k financial data
Total income from all sources2012-12-31$53,185
Expenses. Total of all expenses incurred2012-12-31$72,693
Benefits paid (including direct rollovers)2012-12-31$72,468
Total plan assets at end of year2012-12-31$330,025
Total plan assets at beginning of year2012-12-31$349,533
Value of fidelity bond covering the plan2012-12-31$5,000,000
Other income received2012-12-31$53,185
Net income (gross income less expenses)2012-12-31$-19,508
Net plan assets at end of year (total assets less liabilities)2012-12-31$330,025
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$349,533
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$225
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : INFORMATION ADVANTAGE INC EMPLOYEES 401K PLAN 2011 401k financial data
Total income from all sources2011-12-31$-20,659
Expenses. Total of all expenses incurred2011-12-31$238,132
Benefits paid (including direct rollovers)2011-12-31$237,357
Total plan assets at end of year2011-12-31$349,533
Total plan assets at beginning of year2011-12-31$608,324
Value of fidelity bond covering the plan2011-12-31$5,000,000
Other income received2011-12-31$-20,659
Net income (gross income less expenses)2011-12-31$-258,791
Net plan assets at end of year (total assets less liabilities)2011-12-31$349,533
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$608,324
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$775
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : INFORMATION ADVANTAGE INC EMPLOYEES 401K PLAN 2010 401k financial data
Total income from all sources2010-12-31$50,647
Expenses. Total of all expenses incurred2010-12-31$67,847
Benefits paid (including direct rollovers)2010-12-31$67,622
Total plan assets at end of year2010-12-31$608,324
Total plan assets at beginning of year2010-12-31$625,524
Value of fidelity bond covering the plan2010-12-31$5,000,000
Other income received2010-12-31$50,647
Net income (gross income less expenses)2010-12-31$-17,200
Net plan assets at end of year (total assets less liabilities)2010-12-31$608,324
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$625,524
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$225
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : INFORMATION ADVANTAGE INC EMPLOYEES 401K PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for INFORMATION ADVANTAGE INC EMPLOYEES 401K PLAN

2017: INFORMATION ADVANTAGE INC EMPLOYEES 401K PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingYes
2017-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: INFORMATION ADVANTAGE INC EMPLOYEES 401K PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: INFORMATION ADVANTAGE INC EMPLOYEES 401K PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: INFORMATION ADVANTAGE INC EMPLOYEES 401K PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: INFORMATION ADVANTAGE INC EMPLOYEES 401K PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: INFORMATION ADVANTAGE INC EMPLOYEES 401K PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: INFORMATION ADVANTAGE INC EMPLOYEES 401K PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedYes
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: INFORMATION ADVANTAGE INC EMPLOYEES 401K PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number91651244
Policy instance 1
Insurance contract or identification number91651244
Number of Individuals Covered16
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $455
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $455
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerCOMMISSION
Insurance broker organization code?3
Insurance broker nameJOHN C KUHRMEYER, CFP, CHFC, CLU
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number91651244
Policy instance 1
Insurance contract or identification number91651244
Number of Individuals Covered29
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $79
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $709
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerCOMMISSION
Insurance broker organization code?3
Insurance broker nameJOHN C KUHRMEYER CFP, CHFC, CLU
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number91651244
Policy instance 1
Insurance contract or identification number91651244
Number of Individuals Covered29
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $200
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $200
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerCOMMISSION
Insurance broker organization code?3
Insurance broker nameJOHN C KUHRMEYER, CFP, CHFC, CLU
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number91651244
Policy instance 1
Insurance contract or identification number91651244
Number of Individuals Covered29
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $589
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 $589
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerCOMMISSION
Insurance broker organization code?3
Insurance broker nameJOHN C KUHRMEYER, CFP, CHFC, CLU
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number91651244
Policy instance 1
Insurance contract or identification number91651244
Number of Individuals Covered30
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $753
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
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number91651244
Policy instance 1
Insurance contract or identification number91651244
Number of Individuals Covered52
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $1,040
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,040
Additional information about fees paid to insurance brokerCOMMISSION
Insurance broker organization code?3
Insurance broker nameJOHN C KUHRMEYER,CFP,CHFC, CLU

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