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HUMAN LONGEVITY, INC. 401(K) PLAN 401k Plan overview

Plan NameHUMAN LONGEVITY, INC. 401(K) PLAN
Plan identification number 001

HUMAN LONGEVITY, INC. 401(K) 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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.

401k Sponsoring company profile

HUMAN LONGEVITY, INC. has sponsored the creation of one or more 401k plans.

Company Name:HUMAN LONGEVITY, INC.
Employer identification number (EIN):463131906
NAIC Classification:541700

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HUMAN LONGEVITY, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012020-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01DANYA NORTON
0012016-01-01SALLY HOWARD
0012015-01-01CHRISA MOTT2016-09-02

Plan Statistics for HUMAN LONGEVITY, INC. 401(K) PLAN

401k plan membership statisitcs for HUMAN LONGEVITY, INC. 401(K) PLAN

Measure Date Value
2020: HUMAN LONGEVITY, INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01233
Total number of active participants reported on line 7a of the Form 55002020-01-010
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-010
Number of participants with account balances2020-01-010
2019: HUMAN LONGEVITY, INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01296
Total number of active participants reported on line 7a of the Form 55002019-01-0183
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01150
Total of all active and inactive participants2019-01-01233
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01233
Number of participants with account balances2019-01-01209
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: HUMAN LONGEVITY, INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01334
Total number of active participants reported on line 7a of the Form 55002018-01-01129
Number of retired or separated participants receiving benefits2018-01-016
Number of other retired or separated participants entitled to future benefits2018-01-01161
Total of all active and inactive participants2018-01-01296
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01296
Number of participants with account balances2018-01-01287
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: HUMAN LONGEVITY, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01305
Total number of active participants reported on line 7a of the Form 55002017-01-01186
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01145
Total of all active and inactive participants2017-01-01331
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01331
Number of participants with account balances2017-01-01308
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: HUMAN LONGEVITY, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01199
Total number of active participants reported on line 7a of the Form 55002016-01-01244
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0152
Total of all active and inactive participants2016-01-01296
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01296
Number of participants with account balances2016-01-01277
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010

Financial Data on HUMAN LONGEVITY, INC. 401(K) PLAN

Measure Date Value
2020 : HUMAN LONGEVITY, INC. 401(K) PLAN 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets2020-05-14$0
Unrealized appreciation/depreciation of other (non real estate) assets2020-05-14$0
Total unrealized appreciation/depreciation of assets2020-05-14$0
Total transfer of assets to this plan2020-05-14$0
Total transfer of assets from this plan2020-05-14$4,017,725
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-05-14$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-05-14$0
Expenses. Interest paid2020-05-14$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022020-05-14$0
Total income from all sources (including contributions)2020-05-14$-600,856
Total loss/gain on sale of assets2020-05-14$0
Total of all expenses incurred2020-05-14$1,961,565
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-05-14$1,941,439
Expenses. Certain deemed distributions of participant loans2020-05-14$0
Value of total corrective distributions2020-05-14$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-05-14$54,134
Value of total assets at end of year2020-05-14$0
Value of total assets at beginning of year2020-05-14$6,580,146
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-05-14$20,126
Total income from rents2020-05-14$0
Total interest from all sources2020-05-14$495
Total dividends received (eg from common stock, registered investment company shares)2020-05-14$11,674
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-05-14No
Total dividends received from registered investment company shares (eg mutual funds)2020-05-14$11,674
Assets. Real estate other than employer real property at end of year2020-05-14$0
Assets. Real estate other than employer real property at beginning of year2020-05-14$0
Administrative expenses professional fees incurred2020-05-14$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2020-05-14$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2020-05-14$0
Was this plan covered by a fidelity bond2020-05-14Yes
Value of fidelity bond cover2020-05-14$650,000
If this is an individual account plan, was there a blackout period2020-05-14No
Were there any nonexempt tranactions with any party-in-interest2020-05-14No
Contributions received from participants2020-05-14$0
Participant contributions at end of year2020-05-14$0
Participant contributions at beginning of year2020-05-14$33,954
Participant contributions at end of year2020-05-14$0
Participant contributions at beginning of year2020-05-14$0
Assets. Other investments not covered elsewhere at end of year2020-05-14$0
Assets. Other investments not covered elsewhere at beginning of year2020-05-14$0
Income. Received or receivable in cash from other sources (including rollovers)2020-05-14$54,134
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-05-14$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-05-14$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-05-14$0
Assets. Loans (other than to participants) at end of year2020-05-14$0
Assets. Loans (other than to participants) at beginning of year2020-05-14$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-05-14$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-05-14$0
Other income not declared elsewhere2020-05-14$0
Administrative expenses (other) incurred2020-05-14$20,000
Liabilities. Value of operating payables at end of year2020-05-14$0
Liabilities. Value of operating payables at beginning of year2020-05-14$0
Total non interest bearing cash at end of year2020-05-14$0
Total non interest bearing cash at beginning of year2020-05-14$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-05-14No
Income. Non cash contributions2020-05-14$0
Value of net income/loss2020-05-14$-2,562,421
Value of net assets at end of year (total assets less liabilities)2020-05-14$0
Value of net assets at beginning of year (total assets less liabilities)2020-05-14$6,580,146
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-05-14No
Were any loans by the plan or fixed income obligations due to the plan in default2020-05-14No
Were any leases to which the plan was party in default or uncollectible2020-05-14No
Assets. partnership/joint venture interests at end of year2020-05-14$0
Assets. partnership/joint venture interests at beginning of year2020-05-14$0
Investment advisory and management fees2020-05-14$126
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-05-14$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-05-14$6,431,521
Value of interest in pooled separate accounts at end of year2020-05-14$0
Value of interest in pooled separate accounts at beginning of year2020-05-14$0
Interest on participant loans2020-05-14$495
Income. Interest from loans (other than to participants)2020-05-14$0
Interest earned on other investments2020-05-14$0
Income. Interest from US Government securities2020-05-14$0
Income. Interest from corporate debt instruments2020-05-14$0
Value of interest in master investment trust accounts at end of year2020-05-14$0
Value of interest in master investment trust accounts at beginning of year2020-05-14$0
Value of interest in common/collective trusts at end of year2020-05-14$0
Value of interest in common/collective trusts at beginning of year2020-05-14$114,662
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-05-14$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-05-14$9
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-05-14$9
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-05-14$0
Assets. Value of investments in 103.12 investment entities at end of year2020-05-14$0
Assets. Value of investments in 103.12 investment entities at beginning of year2020-05-14$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-05-14$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-05-14$0
Expenses. Payments to insurance carriers foe the provision of benefits2020-05-14$0
Asset value of US Government securities at end of year2020-05-14$0
Asset value of US Government securities at beginning of year2020-05-14$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-05-14$-668,047
Net investment gain/loss from pooled separate accounts2020-05-14$0
Net investment gain or loss from common/collective trusts2020-05-14$888
Net gain/loss from 103.12 investment entities2020-05-14$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-05-14No
Was there a failure to transmit to the plan any participant contributions2020-05-14No
Has the plan failed to provide any benefit when due under the plan2020-05-14No
Assets. Invements in employer securities at end of year2020-05-14$0
Assets. Invements in employer securities at beginning of year2020-05-14$0
Assets. Value of employer real property at end of year2020-05-14$0
Assets. Value of employer real property at beginning of year2020-05-14$0
Contributions received in cash from employer2020-05-14$0
Employer contributions (assets) at end of year2020-05-14$0
Employer contributions (assets) at beginning of year2020-05-14$0
Income. Dividends from preferred stock2020-05-14$0
Income. Dividends from common stock2020-05-14$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-05-14$1,941,439
Asset. Corporate debt instrument preferred debt at end of year2020-05-14$0
Asset. Corporate debt instrument preferred debt at beginning of year2020-05-14$0
Asset. Corporate debt instrument debt (other) at end of year2020-05-14$0
Asset. Corporate debt instrument debt (other) at beginning of year2020-05-14$0
Contract administrator fees2020-05-14$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-05-14No
Assets. Corporate common stocks other than exployer securities at end of year2020-05-14$0
Assets. Corporate common stocks other than exployer securities at beginning of year2020-05-14$0
Liabilities. Value of benefit claims payable at end of year2020-05-14$0
Liabilities. Value of benefit claims payable at beginning of year2020-05-14$0
Assets. Value of buildings and other operty used in plan operation at end of year2020-05-14$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2020-05-14$0
Did the plan have assets held for investment2020-05-14No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-05-14No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-05-14Yes
Aggregate proceeds on sale of assets2020-05-14$0
Aggregate carrying amount (costs) on sale of assets2020-05-14$0
Liabilities. Value of acquisition indebtedness at end of year2020-05-14$0
Liabilities. Value of acquisition indebtedness at beginning of year2020-05-14$0
Opinion of an independent qualified public accountant for this plan2020-05-14Disclaimer
Accountancy firm name2020-05-14JGD & ASSOCIATES, LLP
Accountancy firm EIN2020-05-14953132551
2019 : HUMAN LONGEVITY, INC. 401(K) PLAN 2019 401k financial data
Unrealized appreciation/depreciation of real estate assets2019-12-31$0
Unrealized appreciation/depreciation of real estate assets2019-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$0
Total transfer of assets to this plan2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Expenses. Interest paid2019-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022019-12-31$0
Expenses. Interest paid2019-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022019-12-31$0
Total income from all sources (including contributions)2019-12-31$2,342,875
Total income from all sources (including contributions)2019-12-31$2,342,875
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,606,559
Total of all expenses incurred2019-12-31$1,606,559
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,566,817
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,566,817
Expenses. Certain deemed distributions of participant loans2019-12-31$0
Expenses. Certain deemed distributions of participant loans2019-12-31$0
Value of total corrective distributions2019-12-31$0
Value of total corrective distributions2019-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,049,174
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,049,174
Value of total assets at end of year2019-12-31$6,580,146
Value of total assets at end of year2019-12-31$6,580,146
Value of total assets at beginning of year2019-12-31$5,843,830
Value of total assets at beginning of year2019-12-31$5,843,830
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$39,742
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$39,742
Total income from rents2019-12-31$0
Total income from rents2019-12-31$0
Total interest from all sources2019-12-31$2,701
Total interest from all sources2019-12-31$2,701
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$165,541
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$165,541
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$165,541
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$165,541
Assets. Real estate other than employer real property at end of year2019-12-31$0
Assets. Real estate other than employer real property at end of year2019-12-31$0
Assets. Real estate other than employer real property at beginning of year2019-12-31$0
Assets. Real estate other than employer real property at beginning of year2019-12-31$0
Administrative expenses professional fees incurred2019-12-31$0
Administrative expenses professional fees incurred2019-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2019-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2019-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2019-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2019-12-31$0
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$650,000
Value of fidelity bond cover2019-12-31$650,000
If this is an individual account plan, was there a blackout period2019-12-31Yes
If this is an individual account plan, was there a blackout period2019-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$968,440
Contributions received from participants2019-12-31$968,440
Participant contributions at end of year2019-12-31$33,954
Participant contributions at end of year2019-12-31$33,954
Participant contributions at beginning of year2019-12-31$57,520
Participant contributions at beginning of year2019-12-31$57,520
Participant contributions at end of year2019-12-31$0
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Assets. Other investments not covered elsewhere at end of year2019-12-31$0
Assets. Other investments not covered elsewhere at end of year2019-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$80,734
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$80,734
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Assets. Loans (other than to participants) at end of year2019-12-31$0
Assets. Loans (other than to participants) at end of year2019-12-31$0
Assets. Loans (other than to participants) at beginning of year2019-12-31$0
Assets. Loans (other than to participants) at beginning of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Other income not declared elsewhere2019-12-31$1,840
Other income not declared elsewhere2019-12-31$1,840
Administrative expenses (other) incurred2019-12-31$39,487
Administrative expenses (other) incurred2019-12-31$39,487
Liabilities. Value of operating payables at end of year2019-12-31$0
Liabilities. Value of operating payables at end of year2019-12-31$0
Liabilities. Value of operating payables at beginning of year2019-12-31$0
Liabilities. Value of operating payables at beginning of year2019-12-31$0
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Income. Non cash contributions2019-12-31$0
Income. Non cash contributions2019-12-31$0
Value of net income/loss2019-12-31$736,316
Value of net income/loss2019-12-31$736,316
Value of net assets at end of year (total assets less liabilities)2019-12-31$6,580,146
Value of net assets at end of year (total assets less liabilities)2019-12-31$6,580,146
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$5,843,830
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$5,843,830
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Assets. partnership/joint venture interests at end of year2019-12-31$0
Assets. partnership/joint venture interests at end of year2019-12-31$0
Assets. partnership/joint venture interests at beginning of year2019-12-31$0
Assets. partnership/joint venture interests at beginning of year2019-12-31$0
Investment advisory and management fees2019-12-31$255
Investment advisory and management fees2019-12-31$255
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$6,431,521
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$6,431,521
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$5,701,806
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$5,701,806
Value of interest in pooled separate accounts at end of year2019-12-31$0
Value of interest in pooled separate accounts at end of year2019-12-31$0
Value of interest in pooled separate accounts at beginning of year2019-12-31$84,504
Value of interest in pooled separate accounts at beginning of year2019-12-31$84,504
Interest on participant loans2019-12-31$2,701
Interest on participant loans2019-12-31$2,701
Income. Interest from loans (other than to participants)2019-12-31$0
Income. Interest from loans (other than to participants)2019-12-31$0
Interest earned on other investments2019-12-31$0
Interest earned on other investments2019-12-31$0
Income. Interest from US Government securities2019-12-31$0
Income. Interest from US Government securities2019-12-31$0
Income. Interest from corporate debt instruments2019-12-31$0
Income. Interest from corporate debt instruments2019-12-31$0
Value of interest in master investment trust accounts at end of year2019-12-31$0
Value of interest in master investment trust accounts at end of year2019-12-31$0
Value of interest in master investment trust accounts at beginning of year2019-12-31$0
Value of interest in master investment trust accounts at beginning of year2019-12-31$0
Value of interest in common/collective trusts at end of year2019-12-31$114,662
Value of interest in common/collective trusts at end of year2019-12-31$114,662
Value of interest in common/collective trusts at beginning of year2019-12-31$0
Value of interest in common/collective trusts at beginning of year2019-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$9
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$9
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2019-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2019-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2019-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2019-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Asset value of US Government securities at end of year2019-12-31$0
Asset value of US Government securities at end of year2019-12-31$0
Asset value of US Government securities at beginning of year2019-12-31$0
Asset value of US Government securities at beginning of year2019-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,120,942
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,120,942
Net investment gain/loss from pooled separate accounts2019-12-31$29
Net investment gain/loss from pooled separate accounts2019-12-31$29
Net investment gain or loss from common/collective trusts2019-12-31$2,648
Net investment gain or loss from common/collective trusts2019-12-31$2,648
Net gain/loss from 103.12 investment entities2019-12-31$0
Net gain/loss from 103.12 investment entities2019-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31Yes
Assets. Invements in employer securities at end of year2019-12-31$0
Assets. Invements in employer securities at end of year2019-12-31$0
Assets. Invements in employer securities at beginning of year2019-12-31$0
Assets. Invements in employer securities at beginning of year2019-12-31$0
Assets. Value of employer real property at end of year2019-12-31$0
Assets. Value of employer real property at end of year2019-12-31$0
Assets. Value of employer real property at beginning of year2019-12-31$0
Assets. Value of employer real property at beginning of year2019-12-31$0
Contributions received in cash from employer2019-12-31$0
Contributions received in cash from employer2019-12-31$0
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$0
Income. Dividends from preferred stock2019-12-31$0
Income. Dividends from preferred stock2019-12-31$0
Income. Dividends from common stock2019-12-31$0
Income. Dividends from common stock2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,566,817
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,566,817
Asset. Corporate debt instrument preferred debt at end of year2019-12-31$0
Asset. Corporate debt instrument preferred debt at end of year2019-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2019-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2019-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$0
Contract administrator fees2019-12-31$0
Contract administrator fees2019-12-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31Yes
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31Yes
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$0
Liabilities. Value of benefit claims payable at end of year2019-12-31$0
Liabilities. Value of benefit claims payable at end of year2019-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2019-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2019-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2019-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2019-12-31$0
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$0
Aggregate proceeds on sale of assets2019-12-31$0
Aggregate carrying amount (costs) on sale of assets2019-12-31$0
Aggregate carrying amount (costs) on sale of assets2019-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2019-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2019-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2019-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2019-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31JGD & ASSOCIATES, LLP
Accountancy firm name2019-12-31JGD & ASSOCIATES, LLP
Accountancy firm EIN2019-12-31953132551
Accountancy firm EIN2019-12-31953132551
2018 : HUMAN LONGEVITY, INC. 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$1,300,910
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,960,272
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,919,796
Value of total corrective distributions2018-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,685,303
Value of total assets at end of year2018-12-31$5,843,830
Value of total assets at beginning of year2018-12-31$6,503,192
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$40,476
Total interest from all sources2018-12-31$3,043
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$650,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,576,854
Participant contributions at end of year2018-12-31$57,520
Participant contributions at beginning of year2018-12-31$48,278
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$108,121
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-659,362
Value of net assets at end of year (total assets less liabilities)2018-12-31$5,843,830
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$6,503,192
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$5,701,806
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$6,334,858
Value of interest in pooled separate accounts at end of year2018-12-31$84,504
Value of interest in pooled separate accounts at beginning of year2018-12-31$120,056
Interest on participant loans2018-12-31$3,043
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-387,436
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$328
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,919,796
Contract administrator fees2018-12-31$40,476
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31JGD & ASSOCIATES, LLP
Accountancy firm EIN2018-12-31953132551
2017 : HUMAN LONGEVITY, INC. 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$3,438,262
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$854,026
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$826,283
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$2,531,778
Value of total assets at end of year2017-12-31$6,503,192
Value of total assets at beginning of year2017-12-31$3,918,956
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$27,743
Total interest from all sources2017-12-31$2,680
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$2,148,523
Participant contributions at end of year2017-12-31$48,278
Participant contributions at beginning of year2017-12-31$34,484
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$383,255
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$2,584,236
Value of net assets at end of year (total assets less liabilities)2017-12-31$6,503,192
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$3,918,956
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$6,334,858
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$3,809,525
Value of interest in pooled separate accounts at end of year2017-12-31$120,056
Value of interest in pooled separate accounts at beginning of year2017-12-31$74,947
Interest on participant loans2017-12-31$2,680
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$902,794
Net investment gain/loss from pooled separate accounts2017-12-31$1,010
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$826,283
Contract administrator fees2017-12-31$27,743
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31JGD & ASSOCIATES, LLP
Accountancy firm EIN2017-12-31953132551
2016 : HUMAN LONGEVITY, INC. 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$2,780,935
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$196,416
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$158,968
Value of total corrective distributions2016-12-31$23,418
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,528,540
Value of total assets at end of year2016-12-31$3,918,956
Value of total assets at beginning of year2016-12-31$1,334,437
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$14,030
Total interest from all sources2016-12-31$386
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$2,072,141
Participant contributions at end of year2016-12-31$34,484
Participant contributions at beginning of year2016-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$456,399
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$2,584,519
Value of net assets at end of year (total assets less liabilities)2016-12-31$3,918,956
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$1,334,437
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$3,809,525
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$1,302,125
Value of interest in pooled separate accounts at end of year2016-12-31$74,947
Value of interest in pooled separate accounts at beginning of year2016-12-31$32,312
Interest on participant loans2016-12-31$386
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$251,477
Net investment gain/loss from pooled separate accounts2016-12-31$532
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$158,968
Contract administrator fees2016-12-31$14,030
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31MOSS ADAMS, LLP
Accountancy firm EIN2016-12-31910189318

Form 5500 Responses for HUMAN LONGEVITY, INC. 401(K) PLAN

2020: HUMAN LONGEVITY, INC. 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedYes
2020-01-01This submission is the final filingYes
2020-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: HUMAN LONGEVITY, INC. 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: HUMAN LONGEVITY, INC. 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: HUMAN LONGEVITY, INC. 401(K) 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 filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: HUMAN LONGEVITY, INC. 401(K) 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 – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number512402-000
Policy instance 1
Insurance contract or identification number512402-000
Number of Individuals Covered0
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
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?Yes
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees0
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number512402-000
Policy instance 1
Insurance contract or identification number512402-000
Number of Individuals Covered287
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
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
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number512402-000
Policy instance 1
Insurance contract or identification number512402-000
Number of Individuals Covered308
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $2,410
Are there contracts with allocated funds for individual policies?0
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?No
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
Amount paid for insurance broker fees2410
Additional information about fees paid to insurance brokerADMINISTRATIVE FEES
Insurance broker organization code?5
Insurance broker nameSAN DIEGO PENSION CONSULTANTS, INC.

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