COSTELLO, PORTER, HILL, HEISTERKAMP BUSHNELL & CARPENTER, LLP has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan COSTELLO, PORTER, HILL, HEISTERKAMP, BUSHNELL & CARPENTER, LLP 401K PROFIT SHARING PLAN
401k plan membership statisitcs for COSTELLO, PORTER, HILL, HEISTERKAMP, BUSHNELL & CARPENTER, LLP 401K PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2023: COSTELLO, PORTER, HILL, HEISTERKAMP, BUSHNELL & CARPENTER, LLP 401K PROFIT SHARING PLAN 2023 401k membership |
|---|
| Total participants, beginning-of-year | 2023-01-01 | 17 |
| Total number of active participants reported on line 7a of the Form 5500 | 2023-01-01 | 14 |
| Number of retired or separated participants receiving benefits | 2023-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2023-01-01 | 4 |
| Total of all active and inactive participants | 2023-01-01 | 18 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2023-01-01 | 0 |
| Total participants | 2023-01-01 | 18 |
| Number of participants with account balances | 2023-01-01 | 13 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2023-01-01 | 0 |
| 2022: COSTELLO, PORTER, HILL, HEISTERKAMP, BUSHNELL & CARPENTER, LLP 401K PROFIT SHARING PLAN 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-01-01 | 31 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 15 |
| Number of retired or separated participants receiving benefits | 2022-01-01 | 4 |
| Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 9 |
| Total of all active and inactive participants | 2022-01-01 | 28 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 1 |
| Total participants | 2022-01-01 | 29 |
| Number of participants with account balances | 2022-01-01 | 25 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
| 2021: COSTELLO, PORTER, HILL, HEISTERKAMP, BUSHNELL & CARPENTER, LLP 401K PROFIT SHARING PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-01-01 | 33 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 18 |
| Number of retired or separated participants receiving benefits | 2021-01-01 | 2 |
| Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 7 |
| Total of all active and inactive participants | 2021-01-01 | 27 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 1 |
| Total participants | 2021-01-01 | 28 |
| Number of participants with account balances | 2021-01-01 | 27 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
| 2020: COSTELLO, PORTER, HILL, HEISTERKAMP, BUSHNELL & CARPENTER, LLP 401K PROFIT SHARING PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-01-01 | 32 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 17 |
| Number of retired or separated participants receiving benefits | 2020-01-01 | 5 |
| Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 8 |
| Total of all active and inactive participants | 2020-01-01 | 30 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 1 |
| Total participants | 2020-01-01 | 31 |
| Number of participants with account balances | 2020-01-01 | 30 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
| 2019: COSTELLO, PORTER, HILL, HEISTERKAMP, BUSHNELL & CARPENTER, LLP 401K PROFIT SHARING PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 31 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 16 |
| Number of retired or separated participants receiving benefits | 2019-01-01 | 5 |
| Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 9 |
| Total of all active and inactive participants | 2019-01-01 | 30 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 1 |
| Total participants | 2019-01-01 | 31 |
| Number of participants with account balances | 2019-01-01 | 29 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
| 2018: COSTELLO, PORTER, HILL, HEISTERKAMP, BUSHNELL & CARPENTER, LLP 401K PROFIT SHARING PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 30 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 18 |
| Number of retired or separated participants receiving benefits | 2018-01-01 | 2 |
| Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 10 |
| Total of all active and inactive participants | 2018-01-01 | 30 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 1 |
| Total participants | 2018-01-01 | 31 |
| Number of participants with account balances | 2018-01-01 | 29 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
| 2017: COSTELLO, PORTER, HILL, HEISTERKAMP, BUSHNELL & CARPENTER, LLP 401K PROFIT SHARING PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 31 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 17 |
| Number of retired or separated participants receiving benefits | 2017-01-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 8 |
| Total of all active and inactive participants | 2017-01-01 | 26 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 1 |
| Total participants | 2017-01-01 | 27 |
| Number of participants with account balances | 2017-01-01 | 26 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
| 2016: COSTELLO, PORTER, HILL, HEISTERKAMP, BUSHNELL & CARPENTER, LLP 401K PROFIT SHARING PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 34 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 18 |
| Number of retired or separated participants receiving benefits | 2016-01-01 | 5 |
| Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 7 |
| Total of all active and inactive participants | 2016-01-01 | 30 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 1 |
| Total participants | 2016-01-01 | 31 |
| Number of participants with account balances | 2016-01-01 | 30 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
| 2015: COSTELLO, PORTER, HILL, HEISTERKAMP, BUSHNELL & CARPENTER, LLP 401K PROFIT SHARING PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 34 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 20 |
| Number of retired or separated participants receiving benefits | 2015-01-01 | 4 |
| Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 7 |
| Total of all active and inactive participants | 2015-01-01 | 31 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 1 |
| Total participants | 2015-01-01 | 32 |
| Number of participants with account balances | 2015-01-01 | 32 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
| 2014: COSTELLO, PORTER, HILL, HEISTERKAMP, BUSHNELL & CARPENTER, LLP 401K PROFIT SHARING PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 33 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 19 |
| Number of retired or separated participants receiving benefits | 2014-01-01 | 2 |
| Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 9 |
| Total of all active and inactive participants | 2014-01-01 | 30 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 1 |
| Total participants | 2014-01-01 | 31 |
| Number of participants with account balances | 2014-01-01 | 31 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
| 2013: COSTELLO, PORTER, HILL, HEISTERKAMP, BUSHNELL & CARPENTER, LLP 401K PROFIT SHARING PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 31 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 18 |
| Number of retired or separated participants receiving benefits | 2013-01-01 | 3 |
| Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 9 |
| Total of all active and inactive participants | 2013-01-01 | 30 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 1 |
| Total participants | 2013-01-01 | 31 |
| Number of participants with account balances | 2013-01-01 | 31 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
| 2012: COSTELLO, PORTER, HILL, HEISTERKAMP, BUSHNELL & CARPENTER, LLP 401K PROFIT SHARING PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 29 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 21 |
| Number of retired or separated participants receiving benefits | 2012-01-01 | 3 |
| Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 6 |
| Total of all active and inactive participants | 2012-01-01 | 30 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 1 |
| Total participants | 2012-01-01 | 31 |
| Number of participants with account balances | 2012-01-01 | 31 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
| 2011: COSTELLO, PORTER, HILL, HEISTERKAMP, BUSHNELL & CARPENTER, LLP 401K PROFIT SHARING PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 35 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 17 |
| Number of retired or separated participants receiving benefits | 2011-01-01 | 4 |
| Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 7 |
| Total of all active and inactive participants | 2011-01-01 | 28 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 1 |
| Total participants | 2011-01-01 | 29 |
| Number of participants with account balances | 2011-01-01 | 29 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
| 2010: COSTELLO, PORTER, HILL, HEISTERKAMP, BUSHNELL & CARPENTER, LLP 401K PROFIT SHARING PLAN 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-01-01 | 36 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 18 |
| Number of retired or separated participants receiving benefits | 2010-01-01 | 5 |
| Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 10 |
| Total of all active and inactive participants | 2010-01-01 | 33 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 1 |
| Total participants | 2010-01-01 | 34 |
| Number of participants with account balances | 2010-01-01 | 32 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2023 : COSTELLO, PORTER, HILL, HEISTERKAMP, BUSHNELL & CARPENTER, LLP 401K PROFIT SHARING PLAN 2023 401k financial data |
|---|
| Transfers to/from the plan | 2023-12-31 | $0 |
| Total plan liabilities at end of year | 2023-12-31 | $0 |
| Total plan liabilities at beginning of year | 2023-12-31 | $0 |
| Total income from all sources | 2023-12-31 | $590,319 |
| Expenses. Total of all expenses incurred | 2023-12-31 | $240,944 |
| Benefits paid (including direct rollovers) | 2023-12-31 | $240,944 |
| Total plan assets at end of year | 2023-12-31 | $8,662,071 |
| Total plan assets at beginning of year | 2023-12-31 | $8,312,696 |
| Value of fidelity bond covering the plan | 2023-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2023-12-31 | $34,572 |
| Expenses. Other expenses not covered elsewhere | 2023-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2023-12-31 | $0 |
| Other income received | 2023-12-31 | $555,747 |
| Noncash contributions received | 2023-12-31 | $0 |
| Net income (gross income less expenses) | 2023-12-31 | $349,375 |
| Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $8,662,071 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $8,312,696 |
| Assets. Value of participant loans | 2023-12-31 | $30,518 |
| Total contributions received or receivable from employer(s) | 2023-12-31 | $0 |
| Value of certain deemed distributions of participant loans | 2023-12-31 | $0 |
| Value of corrective distributions | 2023-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2023-12-31 | $0 |
| 2022 : COSTELLO, PORTER, HILL, HEISTERKAMP, BUSHNELL & CARPENTER, LLP 401K PROFIT SHARING PLAN 2022 401k financial data |
|---|
| Total income from all sources | 2022-12-31 | $-801,813 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $627,748 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $615,339 |
| Total plan assets at end of year | 2022-12-31 | $8,312,697 |
| Total plan assets at beginning of year | 2022-12-31 | $9,742,258 |
| Value of fidelity bond covering the plan | 2022-12-31 | $2,000,000 |
| Total contributions received or receivable from participants | 2022-12-31 | $51,333 |
| Other income received | 2022-12-31 | $-880,842 |
| Net income (gross income less expenses) | 2022-12-31 | $-1,429,561 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $8,312,697 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $9,742,258 |
| Assets. Value of participant loans | 2022-12-31 | $39,554 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $27,696 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $12,409 |
| 2021 : COSTELLO, PORTER, HILL, HEISTERKAMP, BUSHNELL & CARPENTER, LLP 401K PROFIT SHARING PLAN 2021 401k financial data |
|---|
| Total income from all sources | 2021-12-31 | $1,169,928 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $553,784 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $542,645 |
| Total plan assets at end of year | 2021-12-31 | $9,742,258 |
| Total plan assets at beginning of year | 2021-12-31 | $9,126,114 |
| Value of fidelity bond covering the plan | 2021-12-31 | $2,000,000 |
| Total contributions received or receivable from participants | 2021-12-31 | $73,966 |
| Other income received | 2021-12-31 | $1,068,487 |
| Net income (gross income less expenses) | 2021-12-31 | $616,144 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $9,742,258 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $9,126,114 |
| Assets. Value of participant loans | 2021-12-31 | $49,131 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $27,475 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $11,139 |
| 2020 : COSTELLO, PORTER, HILL, HEISTERKAMP, BUSHNELL & CARPENTER, LLP 401K PROFIT SHARING PLAN 2020 401k financial data |
|---|
| Total plan liabilities at beginning of year | 2020-12-31 | $0 |
| Total income from all sources | 2020-12-31 | $778,188 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $240,312 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $229,258 |
| Total plan assets at end of year | 2020-12-31 | $9,126,114 |
| Total plan assets at beginning of year | 2020-12-31 | $8,588,238 |
| Value of fidelity bond covering the plan | 2020-12-31 | $2,000,000 |
| Total contributions received or receivable from participants | 2020-12-31 | $53,459 |
| Other income received | 2020-12-31 | $690,967 |
| Net income (gross income less expenses) | 2020-12-31 | $537,876 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $9,126,114 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $8,588,238 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $33,762 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $11,054 |
| 2019 : COSTELLO, PORTER, HILL, HEISTERKAMP, BUSHNELL & CARPENTER, LLP 401K PROFIT SHARING PLAN 2019 401k financial data |
|---|
| Total plan liabilities at end of year | 2019-12-31 | $0 |
| Total plan liabilities at beginning of year | 2019-12-31 | $0 |
| Total income from all sources | 2019-12-31 | $1,613,567 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $937,170 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $924,714 |
| Total plan assets at end of year | 2019-12-31 | $8,588,238 |
| Total plan assets at beginning of year | 2019-12-31 | $7,911,841 |
| Value of fidelity bond covering the plan | 2019-12-31 | $2,000,000 |
| Total contributions received or receivable from participants | 2019-12-31 | $38,171 |
| Expenses. Other expenses not covered elsewhere | 2019-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2019-12-31 | $0 |
| Other income received | 2019-12-31 | $1,545,021 |
| Net income (gross income less expenses) | 2019-12-31 | $676,397 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $8,588,238 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $7,911,841 |
| Assets. Value of participant loans | 2019-12-31 | $13,997 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $30,375 |
| Value of certain deemed distributions of participant loans | 2019-12-31 | $0 |
| Value of corrective distributions | 2019-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $12,456 |
| 2018 : COSTELLO, PORTER, HILL, HEISTERKAMP, BUSHNELL & CARPENTER, LLP 401K PROFIT SHARING PLAN 2018 401k financial data |
|---|
| Total income from all sources | 2018-12-31 | $-165,475 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $377,777 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $365,269 |
| Total plan assets at end of year | 2018-12-31 | $7,911,841 |
| Total plan assets at beginning of year | 2018-12-31 | $8,455,093 |
| Value of fidelity bond covering the plan | 2018-12-31 | $2,000,000 |
| Total contributions received or receivable from participants | 2018-12-31 | $60,024 |
| Other income received | 2018-12-31 | $-262,341 |
| Net income (gross income less expenses) | 2018-12-31 | $-543,252 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $7,911,841 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $8,455,093 |
| Assets. Value of participant loans | 2018-12-31 | $39,895 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $36,842 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $12,508 |
| 2017 : COSTELLO, PORTER, HILL, HEISTERKAMP, BUSHNELL & CARPENTER, LLP 401K PROFIT SHARING PLAN 2017 401k financial data |
|---|
| Total income from all sources | 2017-12-31 | $1,046,817 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $303,275 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $291,062 |
| Total plan assets at end of year | 2017-12-31 | $8,455,093 |
| Total plan assets at beginning of year | 2017-12-31 | $7,711,551 |
| Value of fidelity bond covering the plan | 2017-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2017-12-31 | $51,696 |
| Noncash contributions received | 2017-12-31 | $960,224 |
| Net income (gross income less expenses) | 2017-12-31 | $743,542 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $8,455,093 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $7,711,551 |
| Assets. Value of participant loans | 2017-12-31 | $58,067 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $34,897 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $12,213 |
| 2016 : COSTELLO, PORTER, HILL, HEISTERKAMP, BUSHNELL & CARPENTER, LLP 401K PROFIT SHARING PLAN 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $671,566 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $455,398 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $443,117 |
| Total plan assets at end of year | 2016-12-31 | $7,711,551 |
| Total plan assets at beginning of year | 2016-12-31 | $7,495,383 |
| Value of fidelity bond covering the plan | 2016-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2016-12-31 | $67,144 |
| Other income received | 2016-12-31 | $572,045 |
| Net income (gross income less expenses) | 2016-12-31 | $216,168 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $7,711,551 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $7,495,383 |
| Assets. Value of participant loans | 2016-12-31 | $20,865 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $32,377 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $12,281 |
| 2015 : COSTELLO, PORTER, HILL, HEISTERKAMP, BUSHNELL & CARPENTER, LLP 401K PROFIT SHARING PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $39,203 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $423,164 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $403,775 |
| Total plan assets at end of year | 2015-12-31 | $7,495,383 |
| Total plan assets at beginning of year | 2015-12-31 | $7,879,344 |
| Value of fidelity bond covering the plan | 2015-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $130,284 |
| Other income received | 2015-12-31 | $-176,405 |
| Net income (gross income less expenses) | 2015-12-31 | $-383,961 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $7,495,383 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $7,879,344 |
| Assets. Value of participant loans | 2015-12-31 | $56,403 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $85,324 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $19,389 |
| 2014 : COSTELLO, PORTER, HILL, HEISTERKAMP, BUSHNELL & CARPENTER, LLP 401K PROFIT SHARING PLAN 2014 401k financial data |
|---|
| Total plan liabilities at beginning of year | 2014-12-31 | $0 |
| Total income from all sources | 2014-12-31 | $836,707 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $251,136 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $236,148 |
| Total plan assets at end of year | 2014-12-31 | $7,879,344 |
| Total plan assets at beginning of year | 2014-12-31 | $7,293,773 |
| Value of fidelity bond covering the plan | 2014-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $93,920 |
| Expenses. Other expenses not covered elsewhere | 2014-12-31 | $7,938 |
| Other income received | 2014-12-31 | $592,629 |
| Net income (gross income less expenses) | 2014-12-31 | $585,571 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $7,879,344 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $7,293,773 |
| Assets. Value of participant loans | 2014-12-31 | $26,969 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $150,158 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $7,050 |
| 2013 : COSTELLO, PORTER, HILL, HEISTERKAMP, BUSHNELL & CARPENTER, LLP 401K PROFIT SHARING PLAN 2013 401k financial data |
|---|
| Total plan liabilities at end of year | 2013-12-31 | $0 |
| Total plan liabilities at beginning of year | 2013-12-31 | $0 |
| Total income from all sources | 2013-12-31 | $1,037,409 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $337,979 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $322,796 |
| Total plan assets at end of year | 2013-12-31 | $7,293,773 |
| Total plan assets at beginning of year | 2013-12-31 | $6,594,343 |
| Value of fidelity bond covering the plan | 2013-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $85,544 |
| Expenses. Other expenses not covered elsewhere | 2013-12-31 | $8,133 |
| Other income received | 2013-12-31 | $822,478 |
| Net income (gross income less expenses) | 2013-12-31 | $699,430 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $7,293,773 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $6,594,343 |
| Assets. Value of participant loans | 2013-12-31 | $53,123 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $129,387 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $7,050 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
| 2012 : COSTELLO, PORTER, HILL, HEISTERKAMP, BUSHNELL & CARPENTER, LLP 401K PROFIT SHARING PLAN 2012 401k financial data |
|---|
| Total plan liabilities at end of year | 2012-12-31 | $0 |
| Total plan liabilities at beginning of year | 2012-12-31 | $0 |
| Total income from all sources | 2012-12-31 | $767,730 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $233,524 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $217,744 |
| Total plan assets at end of year | 2012-12-31 | $6,594,343 |
| Total plan assets at beginning of year | 2012-12-31 | $6,060,137 |
| Value of fidelity bond covering the plan | 2012-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $71,287 |
| Other income received | 2012-12-31 | $556,668 |
| Net income (gross income less expenses) | 2012-12-31 | $534,206 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $6,594,343 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $6,060,137 |
| Assets. Value of participant loans | 2012-12-31 | $75,940 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $139,775 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $15,780 |
| 2011 : COSTELLO, PORTER, HILL, HEISTERKAMP, BUSHNELL & CARPENTER, LLP 401K PROFIT SHARING PLAN 2011 401k financial data |
|---|
| Total plan liabilities at end of year | 2011-12-31 | $0 |
| Total plan liabilities at beginning of year | 2011-12-31 | $0 |
| Total income from all sources | 2011-12-31 | $362,464 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $690,103 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $673,833 |
| Total plan assets at end of year | 2011-12-31 | $6,060,137 |
| Total plan assets at beginning of year | 2011-12-31 | $6,387,776 |
| Value of fidelity bond covering the plan | 2011-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $68,178 |
| Expenses. Other expenses not covered elsewhere | 2011-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2011-12-31 | $0 |
| Other income received | 2011-12-31 | $171,764 |
| Noncash contributions received | 2011-12-31 | $0 |
| Net income (gross income less expenses) | 2011-12-31 | $-327,639 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $6,060,137 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $6,387,776 |
| Assets. Value of participant loans | 2011-12-31 | $68,318 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $122,522 |
| Value of certain deemed distributions of participant loans | 2011-12-31 | $0 |
| Value of corrective distributions | 2011-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $16,270 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
| 2010 : COSTELLO, PORTER, HILL, HEISTERKAMP, BUSHNELL & CARPENTER, LLP 401K PROFIT SHARING PLAN 2010 401k financial data |
|---|
| Transfers to/from the plan | 2010-12-31 | $0 |
| Total plan liabilities at end of year | 2010-12-31 | $0 |
| Total plan liabilities at beginning of year | 2010-12-31 | $0 |
| Total income from all sources | 2010-12-31 | $741,045 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $742,316 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $722,214 |
| Total plan assets at end of year | 2010-12-31 | $6,387,776 |
| Total plan assets at beginning of year | 2010-12-31 | $6,389,047 |
| Value of fidelity bond covering the plan | 2010-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $117,729 |
| Expenses. Other expenses not covered elsewhere | 2010-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2010-12-31 | $0 |
| Other income received | 2010-12-31 | $546,332 |
| Noncash contributions received | 2010-12-31 | $0 |
| Net income (gross income less expenses) | 2010-12-31 | $-1,271 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $6,387,776 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $6,389,047 |
| Assets. Value of participant loans | 2010-12-31 | $63,231 |
| Assets. Value of real-estate (other than employer real property) | 2010-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $76,984 |
| Value of certain deemed distributions of participant loans | 2010-12-31 | $0 |
| Value of corrective distributions | 2010-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $20,102 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
| 2023: COSTELLO, PORTER, HILL, HEISTERKAMP, BUSHNELL & CARPENTER, LLP 401K PROFIT SHARING PLAN 2023 form 5500 responses |
|---|
| 2023-01-01 | Type of plan entity | Single employer plan |
| 2023-01-01 | Plan funding arrangement – Trust | Yes |
| 2023-01-01 | Plan benefit arrangement - Trust | Yes |
| 2022: COSTELLO, PORTER, HILL, HEISTERKAMP, BUSHNELL & CARPENTER, LLP 401K PROFIT SHARING PLAN 2022 form 5500 responses |
|---|
| 2022-01-01 | Type of plan entity | Single employer plan |
| 2022-01-01 | Submission has been amended | No |
| 2022-01-01 | This submission is the final filing | No |
| 2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2022-01-01 | Plan is a collectively bargained plan | No |
| 2022-01-01 | Plan funding arrangement – Trust | Yes |
| 2022-01-01 | Plan benefit arrangement - Trust | Yes |
| 2021: COSTELLO, PORTER, HILL, HEISTERKAMP, BUSHNELL & CARPENTER, LLP 401K PROFIT SHARING PLAN 2021 form 5500 responses |
|---|
| 2021-01-01 | Type of plan entity | Single employer plan |
| 2021-01-01 | Submission has been amended | No |
| 2021-01-01 | This submission is the final filing | No |
| 2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-01-01 | Plan is a collectively bargained plan | No |
| 2021-01-01 | Plan funding arrangement – Trust | Yes |
| 2021-01-01 | Plan benefit arrangement - Trust | Yes |
| 2020: COSTELLO, PORTER, HILL, HEISTERKAMP, BUSHNELL & CARPENTER, LLP 401K PROFIT SHARING PLAN 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | Submission has been amended | No |
| 2020-01-01 | This submission is the final filing | No |
| 2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-01-01 | Plan is a collectively bargained plan | No |
| 2020-01-01 | Plan funding arrangement – Trust | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
| 2019: COSTELLO, PORTER, HILL, HEISTERKAMP, BUSHNELL & CARPENTER, LLP 401K PROFIT SHARING PLAN 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Submission has been amended | No |
| 2019-01-01 | This submission is the final filing | No |
| 2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-01-01 | Plan is a collectively bargained plan | No |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: COSTELLO, PORTER, HILL, HEISTERKAMP, BUSHNELL & CARPENTER, LLP 401K PROFIT SHARING PLAN 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Submission has been amended | No |
| 2018-01-01 | This submission is the final filing | No |
| 2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-01-01 | Plan is a collectively bargained plan | No |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: COSTELLO, PORTER, HILL, HEISTERKAMP, BUSHNELL & CARPENTER, LLP 401K PROFIT SHARING PLAN 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Submission has been amended | No |
| 2017-01-01 | This submission is the final filing | No |
| 2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-01-01 | Plan is a collectively bargained plan | No |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: COSTELLO, PORTER, HILL, HEISTERKAMP, BUSHNELL & CARPENTER, LLP 401K PROFIT SHARING PLAN 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Submission has been amended | No |
| 2016-01-01 | This submission is the final filing | No |
| 2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-01-01 | Plan is a collectively bargained plan | No |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: COSTELLO, PORTER, HILL, HEISTERKAMP, BUSHNELL & CARPENTER, LLP 401K PROFIT SHARING PLAN 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Submission has been amended | No |
| 2015-01-01 | This submission is the final filing | No |
| 2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-01-01 | Plan is a collectively bargained plan | No |
| 2015-01-01 | Plan funding arrangement – Insurance | Yes |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: COSTELLO, PORTER, HILL, HEISTERKAMP, BUSHNELL & CARPENTER, LLP 401K PROFIT SHARING PLAN 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Submission has been amended | No |
| 2014-01-01 | This submission is the final filing | No |
| 2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-01-01 | Plan is a collectively bargained plan | No |
| 2014-01-01 | Plan funding arrangement – Insurance | Yes |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: COSTELLO, PORTER, HILL, HEISTERKAMP, BUSHNELL & CARPENTER, LLP 401K PROFIT SHARING PLAN 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Submission has been amended | No |
| 2013-01-01 | This submission is the final filing | No |
| 2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-01-01 | Plan is a collectively bargained plan | No |
| 2013-01-01 | Plan funding arrangement – Insurance | Yes |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: COSTELLO, PORTER, HILL, HEISTERKAMP, BUSHNELL & CARPENTER, LLP 401K PROFIT SHARING PLAN 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Submission has been amended | No |
| 2012-01-01 | This submission is the final filing | No |
| 2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-01-01 | Plan is a collectively bargained plan | No |
| 2012-01-01 | Plan funding arrangement – Insurance | Yes |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: COSTELLO, PORTER, HILL, HEISTERKAMP, BUSHNELL & CARPENTER, LLP 401K PROFIT SHARING PLAN 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Submission has been amended | No |
| 2011-01-01 | This submission is the final filing | No |
| 2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-01-01 | Plan is a collectively bargained plan | No |
| 2011-01-01 | Plan funding arrangement – Insurance | Yes |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2010: COSTELLO, PORTER, HILL, HEISTERKAMP, BUSHNELL & CARPENTER, LLP 401K PROFIT SHARING PLAN 2010 form 5500 responses |
|---|
| 2010-01-01 | Type of plan entity | Single employer plan |
| 2010-01-01 | Submission has been amended | No |
| 2010-01-01 | This submission is the final filing | No |
| 2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2010-01-01 | Plan is a collectively bargained plan | No |
| 2010-01-01 | Plan funding arrangement – Insurance | Yes |
| 2010-01-01 | Plan funding arrangement – Trust | Yes |
| 2010-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2010-01-01 | Plan benefit arrangement - Trust | Yes |
| ALLIANZ LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 90611 ) |
| Policy contract number | 70143120 |
| Policy instance | 1 |
| Insurance contract or identification number | 70143120 | | Insurance policy start date | 2015-01-01 | | Insurance policy end date | 2015-12-31 | | 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? | Yes | | 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 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | Yes |
|
| TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 ) |
| Policy contract number | 42092989 |
| Policy instance | 2 |
| Insurance contract or identification number | 42092989 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2015-01-01 | | Insurance policy end date | 2015-12-31 | | 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? | Yes | | 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 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 6600 | | Additional information about fees paid to insurance broker | ANNUAL PREMIUM | | Insurance broker organization code? | 2 | | Insurance broker name | TRANSAMERICA OCCIDENTAL LIFE |
|
| ALLIANZ LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 90611 ) |
| Policy contract number | 70143120 |
| Policy instance | 1 |
| Insurance contract or identification number | 70143120 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | 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? | Yes | | 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 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | Yes |
|
| TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 ) |
| Policy contract number | 42092989 |
| Policy instance | 2 |
| Insurance contract or identification number | 42092989 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $6,600 | | Are there contracts with allocated funds for individual policies? | Yes | | 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 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 6600 | | Additional information about fees paid to insurance broker | ANNUAL PREMIUM | | Insurance broker organization code? | 2 | | Insurance broker name | TRANSAMERICA OCCIDENTAL LIFE |
|
| ALLIANZ LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 90611 ) |
| Policy contract number | 70143120 |
| Policy instance | 1 |
| Insurance contract or identification number | 70143120 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | 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? | Yes | | 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 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 ) |
| Policy contract number | 42092989 |
| Policy instance | 2 |
| Insurance contract or identification number | 42092989 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $6,600 | | Are there contracts with allocated funds for individual policies? | Yes | | 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 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 6600 | | Additional information about fees paid to insurance broker | ANNUAL PREMIUM | | Insurance broker organization code? | 2 | | Insurance broker name | TRANSAMERICA OCCIDENTAL LIFE |
|
| ALLIANZ LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 90611 ) |
| Policy contract number | 70143120 |
| Policy instance | 1 |
| Insurance contract or identification number | 70143120 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | 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? | Yes | | 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 |
|
| TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 ) |
| Policy contract number | 42092989 |
| Policy instance | 2 |
| Insurance contract or identification number | 42092989 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $6,600 | | Are there contracts with allocated funds for individual policies? | Yes | | 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 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $0 | | Amount paid for insurance broker fees | 6600 | | Additional information about fees paid to insurance broker | ANNUAL PREMIUM | | Insurance broker organization code? | 2 | | Insurance broker name | TRANSAMERICA OCCIDENTAL LIFE |
|
| ALLIANZ LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 90611 ) |
| Policy contract number | 70143120 |
| Policy instance | 1 |
| Insurance contract or identification number | 70143120 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | 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? | Yes | | 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 |
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| TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 ) |
| Policy contract number | 42092989 |
| Policy instance | 2 |
| Insurance contract or identification number | 42092989 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | 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? | Yes | | 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 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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| ALLIANZ LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 90611 ) |
| Policy contract number | 70143120 |
| Policy instance | 1 |
| Insurance contract or identification number | 70143120 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2010-01-01 | | Insurance policy end date | 2010-12-31 | | 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? | Yes | | 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 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | Yes |
|
| TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 ) |
| Policy contract number | 42092989 |
| Policy instance | 2 |
| Insurance contract or identification number | 42092989 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2010-01-01 | | Insurance policy end date | 2010-12-31 | | 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? | Yes | | 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 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | Yes |
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