ROSE HILL GENERAL & COSMETIC DENTISTRY, P.A. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan ROSE HILL GENERAL & COSMETIC DENTISTRY, P.A. PROFIT SHARING PLAN
401k plan membership statisitcs for ROSE HILL GENERAL & COSMETIC DENTISTRY, P.A. PROFIT SHARING PLAN
Measure | Date | Value |
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2017: ROSE HILL GENERAL & COSMETIC DENTISTRY, P.A. PROFIT SHARING PLAN 2017 401k membership |
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Total participants, beginning-of-year | 2017-01-01 | 14 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 0 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 0 |
Total of all active and inactive participants | 2017-01-01 | 0 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 0 |
Number of participants with account balances | 2017-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: ROSE HILL GENERAL & COSMETIC DENTISTRY, P.A. PROFIT SHARING PLAN 2016 401k membership |
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Total participants, beginning-of-year | 2016-01-01 | 14 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 13 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 1 |
Total of all active and inactive participants | 2016-01-01 | 14 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 14 |
Number of participants with account balances | 2016-01-01 | 14 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: ROSE HILL GENERAL & COSMETIC DENTISTRY, P.A. PROFIT SHARING PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 13 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 12 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 0 |
Total of all active and inactive participants | 2015-01-01 | 12 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 12 |
Number of participants with account balances | 2015-01-01 | 12 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: ROSE HILL GENERAL & COSMETIC DENTISTRY, P.A. PROFIT SHARING PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 12 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 12 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 1 |
Total of all active and inactive participants | 2014-01-01 | 13 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 13 |
Number of participants with account balances | 2014-01-01 | 13 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: ROSE HILL GENERAL & COSMETIC DENTISTRY, P.A. PROFIT SHARING PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 11 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 12 |
Total of all active and inactive participants | 2013-01-01 | 12 |
Total participants | 2013-01-01 | 12 |
Number of participants with account balances | 2013-01-01 | 12 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: ROSE HILL GENERAL & COSMETIC DENTISTRY, P.A. PROFIT SHARING PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 11 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 11 |
Total of all active and inactive participants | 2012-01-01 | 11 |
Total participants | 2012-01-01 | 11 |
Number of participants with account balances | 2012-01-01 | 11 |
2011: ROSE HILL GENERAL & COSMETIC DENTISTRY, P.A. PROFIT SHARING PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 11 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 11 |
Total of all active and inactive participants | 2011-01-01 | 11 |
Total participants | 2011-01-01 | 11 |
Number of participants with account balances | 2011-01-01 | 11 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2010: ROSE HILL GENERAL & COSMETIC DENTISTRY, P.A. PROFIT SHARING PLAN 2010 401k membership |
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Total participants, beginning-of-year | 2010-01-01 | 12 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 12 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 0 |
Total of all active and inactive participants | 2010-01-01 | 12 |
Total participants | 2010-01-01 | 12 |
Number of participants with account balances | 2010-01-01 | 12 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 0 |
2009: ROSE HILL GENERAL & COSMETIC DENTISTRY, P.A. PROFIT SHARING PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 13 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 12 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 0 |
Total of all active and inactive participants | 2009-01-01 | 12 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 12 |
Number of participants with account balances | 2009-01-01 | 12 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
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2017 : ROSE HILL GENERAL & COSMETIC DENTISTRY, P.A. PROFIT SHARING PLAN 2017 401k financial data |
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Total plan liabilities at beginning of year | 2017-12-31 | $64 |
Total income from all sources | 2017-12-31 | $38,687 |
Expenses. Total of all expenses incurred | 2017-12-31 | $1,683,876 |
Benefits paid (including direct rollovers) | 2017-12-31 | $1,676,691 |
Total plan assets at end of year | 2017-12-31 | $0 |
Total plan assets at beginning of year | 2017-12-31 | $1,645,253 |
Value of fidelity bond covering the plan | 2017-12-31 | $300,000 |
Other income received | 2017-12-31 | $38,687 |
Net income (gross income less expenses) | 2017-12-31 | $-1,645,189 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $0 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $1,645,189 |
Assets. Value of assets in partnership/joint-venture interests | 2017-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $7,185 |
2016 : ROSE HILL GENERAL & COSMETIC DENTISTRY, P.A. PROFIT SHARING PLAN 2016 401k financial data |
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Total plan liabilities at end of year | 2016-12-31 | $64 |
Total plan liabilities at beginning of year | 2016-12-31 | $64 |
Total income from all sources | 2016-12-31 | $193,239 |
Expenses. Total of all expenses incurred | 2016-12-31 | $6,118 |
Total plan assets at end of year | 2016-12-31 | $1,645,253 |
Total plan assets at beginning of year | 2016-12-31 | $1,458,132 |
Value of fidelity bond covering the plan | 2016-12-31 | $300,000 |
Total contributions received or receivable from participants | 2016-12-31 | $67,263 |
Expenses. Other expenses not covered elsewhere | 2016-12-31 | $2,504 |
Other income received | 2016-12-31 | $103,413 |
Net income (gross income less expenses) | 2016-12-31 | $187,121 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $1,645,189 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $1,458,068 |
Assets. Value of assets in partnership/joint-venture interests | 2016-12-31 | $146,395 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $22,563 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $3,614 |
2015 : ROSE HILL GENERAL & COSMETIC DENTISTRY, P.A. PROFIT SHARING PLAN 2015 401k financial data |
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Total plan liabilities at end of year | 2015-12-31 | $64 |
Total plan liabilities at beginning of year | 2015-12-31 | $50 |
Total income from all sources | 2015-12-31 | $-23,547 |
Expenses. Total of all expenses incurred | 2015-12-31 | $17,830 |
Benefits paid (including direct rollovers) | 2015-12-31 | $3,569 |
Total plan assets at end of year | 2015-12-31 | $1,458,132 |
Total plan assets at beginning of year | 2015-12-31 | $1,499,495 |
Value of fidelity bond covering the plan | 2015-12-31 | $300,000 |
Total contributions received or receivable from participants | 2015-12-31 | $65,157 |
Expenses. Other expenses not covered elsewhere | 2015-12-31 | $6,889 |
Other income received | 2015-12-31 | $-110,176 |
Net income (gross income less expenses) | 2015-12-31 | $-41,377 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $1,458,068 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $1,499,445 |
Assets. Value of assets in partnership/joint-venture interests | 2015-12-31 | $106,395 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $21,472 |
Value of certain deemed distributions of participant loans | 2015-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $7,372 |
2014 : ROSE HILL GENERAL & COSMETIC DENTISTRY, P.A. PROFIT SHARING PLAN 2014 401k financial data |
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Total plan liabilities at end of year | 2014-12-31 | $50 |
Total plan liabilities at beginning of year | 2014-12-31 | $50 |
Total income from all sources | 2014-12-31 | $15,106 |
Expenses. Total of all expenses incurred | 2014-12-31 | $3,801 |
Total plan assets at end of year | 2014-12-31 | $1,499,495 |
Total plan assets at beginning of year | 2014-12-31 | $1,488,190 |
Value of fidelity bond covering the plan | 2014-12-31 | $190,000 |
Total contributions received or receivable from participants | 2014-12-31 | $64,057 |
Other income received | 2014-12-31 | $-70,356 |
Net income (gross income less expenses) | 2014-12-31 | $11,305 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $1,499,445 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $1,488,140 |
Assets. Value of assets in partnership/joint-venture interests | 2014-12-31 | $106,395 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $21,405 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $3,801 |
2013 : ROSE HILL GENERAL & COSMETIC DENTISTRY, P.A. PROFIT SHARING PLAN 2013 401k financial data |
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Total plan liabilities at end of year | 2013-12-31 | $50 |
Total plan liabilities at beginning of year | 2013-12-31 | $50 |
Total income from all sources | 2013-12-31 | $39,648 |
Expenses. Total of all expenses incurred | 2013-12-31 | $5,865 |
Total plan assets at end of year | 2013-12-31 | $1,488,190 |
Total plan assets at beginning of year | 2013-12-31 | $1,454,407 |
Value of fidelity bond covering the plan | 2013-12-31 | $190,000 |
Total contributions received or receivable from participants | 2013-12-31 | $61,304 |
Other income received | 2013-12-31 | $-42,217 |
Net income (gross income less expenses) | 2013-12-31 | $33,783 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $1,488,140 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $1,454,357 |
Assets. Value of assets in partnership/joint-venture interests | 2013-12-31 | $106,395 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $20,561 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $5,865 |
2012 : ROSE HILL GENERAL & COSMETIC DENTISTRY, P.A. PROFIT SHARING PLAN 2012 401k financial data |
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Total plan liabilities at end of year | 2012-12-31 | $50 |
Total plan liabilities at beginning of year | 2012-12-31 | $50 |
Total income from all sources | 2012-12-31 | $107,537 |
Expenses. Total of all expenses incurred | 2012-12-31 | $4,443 |
Total plan assets at end of year | 2012-12-31 | $1,454,407 |
Total plan assets at beginning of year | 2012-12-31 | $1,351,313 |
Value of fidelity bond covering the plan | 2012-12-31 | $190,000 |
Total contributions received or receivable from participants | 2012-12-31 | $61,174 |
Other income received | 2012-12-31 | $26,064 |
Net income (gross income less expenses) | 2012-12-31 | $103,094 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $1,454,357 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $1,351,263 |
Assets. Value of assets in partnership/joint-venture interests | 2012-12-31 | $106,395 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $20,299 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $4,443 |
2011 : ROSE HILL GENERAL & COSMETIC DENTISTRY, P.A. PROFIT SHARING PLAN 2011 401k financial data |
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Total plan liabilities at end of year | 2011-12-31 | $50 |
Total plan liabilities at beginning of year | 2011-12-31 | $0 |
Total income from all sources | 2011-12-31 | $-241,114 |
Expenses. Total of all expenses incurred | 2011-12-31 | $2,171 |
Total plan assets at end of year | 2011-12-31 | $1,351,313 |
Total plan assets at beginning of year | 2011-12-31 | $1,594,548 |
Value of fidelity bond covering the plan | 2011-12-31 | $190,000 |
Total contributions received or receivable from participants | 2011-12-31 | $61,207 |
Other income received | 2011-12-31 | $-322,157 |
Net income (gross income less expenses) | 2011-12-31 | $-243,285 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $1,351,263 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $1,594,548 |
Assets. Value of participant loans | 2011-12-31 | $1,034 |
Assets. Value of assets in partnership/joint-venture interests | 2011-12-31 | $106,395 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $19,836 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $2,171 |
2010 : ROSE HILL GENERAL & COSMETIC DENTISTRY, P.A. PROFIT SHARING PLAN 2010 401k financial data |
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Total income from all sources | 2010-12-31 | $224,751 |
Expenses. Total of all expenses incurred | 2010-12-31 | $3,452 |
Total plan assets at end of year | 2010-12-31 | $1,594,548 |
Total plan assets at beginning of year | 2010-12-31 | $1,373,249 |
Value of fidelity bond covering the plan | 2010-12-31 | $190,000 |
Total contributions received or receivable from participants | 2010-12-31 | $57,203 |
Other income received | 2010-12-31 | $147,953 |
Net income (gross income less expenses) | 2010-12-31 | $221,299 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $1,594,548 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $1,373,249 |
Assets. Value of participant loans | 2010-12-31 | $5,132 |
Assets. Value of assets in partnership/joint-venture interests | 2010-12-31 | $106,395 |
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2010-12-31 | $197 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $19,595 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $3,452 |
2017: ROSE HILL GENERAL & COSMETIC DENTISTRY, P.A. PROFIT SHARING PLAN 2017 form 5500 responses |
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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 | Yes |
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 – Insurance | Yes |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement – Insurance | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: ROSE HILL GENERAL & COSMETIC DENTISTRY, P.A. PROFIT SHARING PLAN 2016 form 5500 responses |
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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 – Insurance | Yes |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement – Insurance | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: ROSE HILL GENERAL & COSMETIC DENTISTRY, P.A. PROFIT SHARING PLAN 2015 form 5500 responses |
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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: ROSE HILL GENERAL & COSMETIC DENTISTRY, P.A. PROFIT SHARING PLAN 2014 form 5500 responses |
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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: ROSE HILL GENERAL & COSMETIC DENTISTRY, P.A. PROFIT SHARING PLAN 2013 form 5500 responses |
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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: ROSE HILL GENERAL & COSMETIC DENTISTRY, P.A. PROFIT SHARING PLAN 2012 form 5500 responses |
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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: ROSE HILL GENERAL & COSMETIC DENTISTRY, P.A. PROFIT SHARING PLAN 2011 form 5500 responses |
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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: ROSE HILL GENERAL & COSMETIC DENTISTRY, P.A. PROFIT SHARING PLAN 2010 form 5500 responses |
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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 |
2009: ROSE HILL GENERAL & COSMETIC DENTISTRY, P.A. PROFIT SHARING PLAN 2009 form 5500 responses |
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2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |
SUNAMERICA ANNUITY AND LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60941 ) |
Policy contract number | A39A5506902 |
Policy instance | 3 |
Insurance contract or identification number | A39A5506902 | Number of Individuals Covered | 0 | Insurance policy start date | 2017-01-01 | Insurance policy end date | 2017-11-28 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
Policy contract number | 95064 |
Policy instance | 2 |
Insurance contract or identification number | 95064 | Number of Individuals Covered | 0 | Insurance policy start date | 2017-01-01 | Insurance policy end date | 2017-08-28 | Total amount of commissions paid to insurance broker | USD $3,175 | Total amount of fees paid to insurance company | USD $2,094 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $780 | Insurance broker organization code? | 7 | Amount paid for insurance broker fees | 2094 | Insurance broker name | QUALIFIED PLAN SOLUTIONS LC |
|
GENWORTH LIFE AND ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65536 ) |
Policy contract number | FA0002970 |
Policy instance | 1 |
Insurance contract or identification number | FA0002970 | Number of Individuals Covered | 0 | Insurance policy start date | 2017-01-01 | Insurance policy end date | 2017-11-02 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
SUNAMERICA ANNUITY AND LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60941 ) |
Policy contract number | A39A5506902 |
Policy instance | 4 |
Insurance contract or identification number | A39A5506902 | 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 | 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 | Insurance broker organization code? | 3 | Insurance broker name | THOMAS HOOVER |
|
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
Policy contract number | 95064 |
Policy instance | 3 |
Insurance contract or identification number | 95064 | Number of Individuals Covered | 11 | Insurance policy start date | 2015-01-01 | Insurance policy end date | 2015-12-31 | Total amount of commissions paid to insurance broker | USD $4,174 | Total amount of fees paid to insurance company | USD $518 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $4,174 | Insurance broker organization code? | 1 | Amount paid for insurance broker fees | 518 | Additional information about fees paid to insurance broker | TPA COMPENSATION AND FEES | Insurance broker name | QUALIFIED PLAN SOLUTIONS LC |
|
GENWORTH LIFE AND ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65536 ) |
Policy contract number | FA0002970 |
Policy instance | 2 |
Insurance contract or identification number | FA0002970 | Number of Individuals Covered | 1 | Insurance policy start date | 2015-08-07 | Insurance policy end date | 2015-12-31 | Total amount of commissions paid to insurance broker | USD $7,156 | Total amount of fees paid to insurance company | USD $0 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $5,566 | Insurance broker organization code? | 3 | Insurance broker name | STRATEGIC PARTNERS INC. |
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ALLIANZ LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 90611 ) |
Policy contract number | DAV02031 |
Policy instance | 1 |
Insurance contract or identification number | DAV02031 | Number of Individuals Covered | 1 | Insurance policy start date | 2015-01-01 | Insurance policy end date | 2015-07-31 | Total amount of commissions paid to insurance broker | USD $313 | Total amount of fees paid to insurance company | USD $0 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $313 | Insurance broker organization code? | 3 | Insurance broker name | NATIONAL PLANNING COMPANY |
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JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
Policy contract number | 95064 |
Policy instance | 2 |
Insurance contract or identification number | 95064 | Number of Individuals Covered | 12 | Insurance policy start date | 2014-01-01 | Insurance policy end date | 2014-12-31 | Total amount of commissions paid to insurance broker | USD $3,915 | Total amount of fees paid to insurance company | USD $445 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $3,915 | Insurance broker organization code? | 1 | Amount paid for insurance broker fees | 445 | Additional information about fees paid to insurance broker | TPA COMPENSATION AND OTHER ALLOWANCES | Insurance broker name | QUALIFIED PLAN SOLUTIONS LC |
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SUNAMERICA ANNUITY AND LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60941 ) |
Policy contract number | A39A5506902 |
Policy instance | 3 |
Insurance contract or identification number | A39A5506902 | 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 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | Yes | Insurance broker organization code? | 3 | Insurance broker name | THOMAS HOOVER |
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ALLIANZ LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 90611 ) |
Policy contract number | DAV02031 |
Policy instance | 1 |
Insurance contract or identification number | DAV02031 | 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 | 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 | Insurance broker organization code? | 3 | Insurance broker name | NATIONAL PLANNING COMPANY |
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SUNAMERICA ANNUITY AND LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60941 ) |
Policy contract number | A39A5506902 |
Policy instance | 3 |
Insurance contract or identification number | A39A5506902 | 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 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | Yes | Insurance broker organization code? | 3 | Insurance broker name | THOMAS HOOVER |
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JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
Policy contract number | 95064 |
Policy instance | 2 |
Insurance contract or identification number | 95064 | Number of Individuals Covered | 11 | Insurance policy start date | 2013-01-01 | Insurance policy end date | 2013-12-31 | Total amount of commissions paid to insurance broker | USD $3,666 | Total amount of fees paid to insurance company | USD $0 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $3,294 | Insurance broker organization code? | 5 | Insurance broker name | QUALIFIED PLAN SOLUTIONS LC |
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ALLIANZ LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 90611 ) |
Policy contract number | DAV02031 |
Policy instance | 1 |
Insurance contract or identification number | DAV02031 | 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 $410 | Total amount of fees paid to insurance company | USD $0 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $410 | Insurance broker organization code? | 3 | Insurance broker name | NATIONAL PLANNING COMPANY |
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JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
Policy contract number | 95064 |
Policy instance | 2 |
Insurance contract or identification number | 95064 | Number of Individuals Covered | 10 | Insurance policy start date | 2012-01-20 | Insurance policy end date | 2012-12-31 | Total amount of commissions paid to insurance broker | USD $2,764 | Total amount of fees paid to insurance company | USD $0 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $2,512 | Insurance broker organization code? | 5 | Insurance broker name | QUALIFIED PLAN SOLUTIONS LC |
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SUNAMERICA ANNUITY AND LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60941 ) |
Policy contract number | A39A5506902 |
Policy instance | 3 |
Insurance contract or identification number | A39A5506902 | Insurance policy start date | 2012-01-01 | Insurance policy end date | 2012-12-31 | Insurance broker organization code? | 3 | Insurance broker name | THOMAS HOOVER |
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ALLIANZ LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 90611 ) |
Policy contract number | DAV02031 |
Policy instance | 1 |
Insurance contract or identification number | DAV02031 | 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 $395 | Total amount of fees paid to insurance company | USD $0 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $395 | Insurance broker organization code? | 3 | Insurance broker name | NATIONAL PLANNING COMPANY |
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JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
Policy contract number | 95064 |
Policy instance | 1 |
Insurance contract or identification number | 95064 | Number of Individuals Covered | 10 | Insurance policy start date | 2011-01-20 | Insurance policy end date | 2011-12-31 | Total amount of commissions paid to insurance broker | USD $2,243 | Total amount of fees paid to insurance company | USD $315 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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SUNAMERICA ANNUITY AND LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60941 ) |
Policy contract number | A39A5506902 |
Policy instance | 2 |
Insurance contract or identification number | A39A5506902 | 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 $35 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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SUNAMERICA ANNUITY AND LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60941 ) |
Policy contract number | A39A5506902 |
Policy instance | 2 |
Insurance contract or identification number | A39A5506902 | 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 $25 | Total amount of fees paid to insurance company | USD $42 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $25 | Amount paid for insurance broker fees | 42 | Additional information about fees paid to insurance broker | ADMIN FEE | Insurance broker organization code? | 3 | Insurance broker name | THOMAS HOOVER |
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JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
Policy contract number | 95064 |
Policy instance | 1 |
Insurance contract or identification number | 95064 | Number of Individuals Covered | 12 | Insurance policy start date | 2010-01-20 | Insurance policy end date | 2010-12-31 | Total amount of commissions paid to insurance broker | USD $1,292 | Total amount of fees paid to insurance company | USD $956 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $1,292 | Insurance broker organization code? | 5 | Amount paid for insurance broker fees | 956 | Additional information about fees paid to insurance broker | TPA COMPENSATION | Insurance broker name | QUALIFIED PLAN SOLUTIONS LC |
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