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VARO RETIREMENT PLAN 401k Plan overview

Plan NameVARO RETIREMENT PLAN
Plan identification number 001

VARO RETIREMENT 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

VARO MONEY, INC. has sponsored the creation of one or more 401k plans.

Company Name:VARO MONEY, INC.
Employer identification number (EIN):475457481
NAIC Classification:511210
NAIC Description:Software Publishers

Additional information about VARO MONEY, INC.

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 2016-09-02
Company Identification Number: 0802540470
Legal Registered Office Address: 555 MONTGOMERY ST STE 1100

SAN FRANCISCO
United States of America (USA)
94111

More information about VARO MONEY, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan VARO RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01THIBAULT FULCONIS2023-10-10 THIBAULT FULCONIS2023-10-10
0012021-01-01THIBAULT FULCONIS2022-09-23 THIBAULT FULCONIS2022-09-23
0012020-01-01THIBAULT FULCONIS2021-10-13 THIBAULT FULCONIS2021-10-13
0012019-01-01

Plan Statistics for VARO RETIREMENT PLAN

401k plan membership statisitcs for VARO RETIREMENT PLAN

Measure Date Value
2022: VARO RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011,171
Total number of active participants reported on line 7a of the Form 55002022-01-01568
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01171
Total of all active and inactive participants2022-01-01739
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01739
Number of participants with account balances2022-01-01672
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: VARO RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01695
Total number of active participants reported on line 7a of the Form 55002021-01-01816
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01356
Total of all active and inactive participants2021-01-011,172
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-011,172
Number of participants with account balances2021-01-011,046
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: VARO RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01367
Total number of active participants reported on line 7a of the Form 55002020-01-01561
Number of retired or separated participants receiving benefits2020-01-011
Number of other retired or separated participants entitled to future benefits2020-01-01131
Total of all active and inactive participants2020-01-01693
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01693
Number of participants with account balances2020-01-01605
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: VARO RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01125
Total number of active participants reported on line 7a of the Form 55002019-01-01352
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0115
Total of all active and inactive participants2019-01-01367
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01367
Number of participants with account balances2019-01-01206
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010

Financial Data on VARO RETIREMENT PLAN

Measure Date Value
2022 : VARO RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$5,257,810
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$3,351,574
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$3,277,620
Expenses. Certain deemed distributions of participant loans2022-12-31$8,221
Value of total corrective distributions2022-12-31$11,819
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$7,510,631
Value of total assets at end of year2022-12-31$12,802,166
Value of total assets at beginning of year2022-12-31$10,895,930
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$53,914
Total interest from all sources2022-12-31$11,184
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$546,318
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$546,318
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$5,097,204
Participant contributions at end of year2022-12-31$160,745
Participant contributions at beginning of year2022-12-31$179,771
Participant contributions at end of year2022-12-31$1,624
Participant contributions at beginning of year2022-12-31$114,063
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$2,413,427
Total non interest bearing cash at end of year2022-12-31$0
Total non interest bearing cash at beginning of year2022-12-31$9,718
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$1,906,236
Value of net assets at end of year (total assets less liabilities)2022-12-31$12,802,166
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$10,895,930
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$5,754
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$12,402,087
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$10,491,742
Interest on participant loans2022-12-31$1,553
Income. Interest from loans (other than to participants)2022-12-31$9,631
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$237,710
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$100,636
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-2,810,323
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$3,277,620
Contract administrator fees2022-12-31$48,160
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31MOSS ADAMS LLP
Accountancy firm EIN2022-12-31910189318
2021 : VARO RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$6,595,733
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$2,287,098
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$2,248,320
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$5,271,509
Value of total assets at end of year2021-12-31$10,895,930
Value of total assets at beginning of year2021-12-31$6,587,295
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$38,778
Total interest from all sources2021-12-31$4,672
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$446,607
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$446,607
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$3,777,582
Participant contributions at end of year2021-12-31$179,771
Participant contributions at beginning of year2021-12-31$2,824
Participant contributions at end of year2021-12-31$114,063
Participant contributions at beginning of year2021-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$1,493,927
Other income not declared elsewhere2021-12-31$1,121
Total non interest bearing cash at end of year2021-12-31$9,718
Total non interest bearing cash at beginning of year2021-12-31$20,886
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$4,308,635
Value of net assets at end of year (total assets less liabilities)2021-12-31$10,895,930
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$6,587,295
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$10,491,742
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$5,935,270
Interest on participant loans2021-12-31$2,707
Interest earned on other investments2021-12-31$1,965
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$100,636
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$628,315
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$871,824
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$2,248,320
Contract administrator fees2021-12-31$38,778
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31MOSS ADAMS LLP
Accountancy firm EIN2021-12-31910189318
2020 : VARO RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$4,823,778
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$168,371
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$151,287
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$3,859,740
Value of total assets at end of year2020-12-31$6,587,295
Value of total assets at beginning of year2020-12-31$1,931,888
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$17,084
Total interest from all sources2020-12-31$6,110
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$2,988,871
Participant contributions at end of year2020-12-31$2,824
Participant contributions at beginning of year2020-12-31$0
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$138,270
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$870,869
Other income not declared elsewhere2020-12-31$21,817
Total non interest bearing cash at end of year2020-12-31$20,886
Total non interest bearing cash at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$4,655,407
Value of net assets at end of year (total assets less liabilities)2020-12-31$6,587,295
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$1,931,888
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$5,935,270
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$1,274,277
Interest on participant loans2020-12-31$35
Interest earned on other investments2020-12-31$6,075
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$628,315
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$519,341
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$936,111
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$151,287
Contract administrator fees2020-12-31$17,084
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31MOSS ADAMS LLP
Accountancy firm EIN2020-12-31910189318
2019 : VARO RETIREMENT PLAN 2019 401k financial data
Total transfer of assets to this plan2019-12-31$587,255
Total income from all sources (including contributions)2019-12-31$1,378,952
Total of all expenses incurred2019-12-31$34,319
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$34,297
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,319,091
Value of total assets at end of year2019-12-31$1,931,888
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$22
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
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
Contributions received from participants2019-12-31$769,872
Participant contributions at end of year2019-12-31$138,270
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$549,219
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
Value of net income/loss2019-12-31$1,344,633
Value of net assets at end of year (total assets less liabilities)2019-12-31$1,931,888
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 leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$1,274,277
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$519,341
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$59,861
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 contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$34,297
Contract administrator fees2019-12-31$22
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
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
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
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
Accountancy firm name2019-12-31MOSS ADAMS LLP
Accountancy firm EIN2019-12-31910189318

Form 5500 Responses for VARO RETIREMENT PLAN

2022: VARO RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan benefit arrangement – InsuranceYes
2021: VARO RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan benefit arrangement – InsuranceYes
2020: VARO RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan benefit arrangement – InsuranceYes
2019: VARO RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01First time form 5500 has been submittedYes
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number506760-01
Policy instance 1
Insurance contract or identification number506760-01
Number of Individuals Covered41
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
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?Yes
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
Other information about contractGROUP ANNUITY CONTRACT
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number506760-01
Policy instance 1
Insurance contract or identification number506760-01
Number of Individuals Covered36
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
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?Yes
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
Other information about contractGROUP ANNUITY CONTRACT
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number506760-01
Policy instance 1
Insurance contract or identification number506760-01
Number of Individuals Covered28
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
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?Yes
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
Other information about contractGROUP ANNUITY CONTRACT
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number
Policy instance 1
Number of Individuals Covered321
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of fees paid to insurance companyUSD $32,395
Amount paid for insurance broker fees32395
Insurance broker organization code?3
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number506760-01
Policy instance 2
Insurance contract or identification number506760-01
Number of Individuals Covered13
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes

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