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THE PATUXENT PARTNERSHIP 401 (K) PLAN 401k Plan overview

Plan NameTHE PATUXENT PARTNERSHIP 401 (K) PLAN
Plan identification number 001

THE PATUXENT PARTNERSHIP 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.
  • 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

THE PATUXENT PARTNERSHIP has sponsored the creation of one or more 401k plans.

Company Name:THE PATUXENT PARTNERSHIP
Employer identification number (EIN):522056982
NAIC Classification:541990
NAIC Description:All Other Professional, Scientific, and Technical Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE PATUXENT PARTNERSHIP 401 (K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01BONNIE GREEN2023-05-01
0012021-01-01BONNIE GREEN2022-05-26
0012020-01-01BONNIE GREEN2021-03-08
0012019-01-01BONNIE GREEN2020-02-07
0012018-01-01BONNIE GREEN2019-09-17
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01
0012012-01-01BONNIE M GREEN BONNIE M GREEN2013-10-12
0012011-01-01BONNIE M GREEN BONNIE M GREEN2012-10-06
0012010-01-01BONNIE M GREEN BONNIE M GREEN2011-07-31
0012009-01-01BONNIE M GREEN BONNIE M GREEN2010-10-09

Plan Statistics for THE PATUXENT PARTNERSHIP 401 (K) PLAN

401k plan membership statisitcs for THE PATUXENT PARTNERSHIP 401 (K) PLAN

Measure Date Value
2016: THE PATUXENT PARTNERSHIP 401 (K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0144
Total number of active participants reported on line 7a of the Form 55002016-01-0149
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-0149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0149
Number of participants with account balances2016-01-0196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: THE PATUXENT PARTNERSHIP 401 (K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0147
Total number of active participants reported on line 7a of the Form 55002015-01-0143
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-011
Total of all active and inactive participants2015-01-0144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0144
Number of participants with account balances2015-01-0193
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: THE PATUXENT PARTNERSHIP 401 (K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0158
Total number of active participants reported on line 7a of the Form 55002014-01-0147
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-0147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0147
Number of participants with account balances2014-01-01108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: THE PATUXENT PARTNERSHIP 401 (K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0164
Total number of active participants reported on line 7a of the Form 55002013-01-0158
Number of retired or separated participants receiving benefits2013-01-010
Total of all active and inactive participants2013-01-0158
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0158
Number of participants with account balances2013-01-0192
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: THE PATUXENT PARTNERSHIP 401 (K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0182
Total number of active participants reported on line 7a of the Form 55002012-01-0164
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0135
Total of all active and inactive participants2012-01-0199
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0199
Number of participants with account balances2012-01-0185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: THE PATUXENT PARTNERSHIP 401 (K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0176
Total number of active participants reported on line 7a of the Form 55002011-01-0158
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0124
Total of all active and inactive participants2011-01-0182
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0182
Number of participants with account balances2011-01-0182
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: THE PATUXENT PARTNERSHIP 401 (K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0178
Total number of active participants reported on line 7a of the Form 55002010-01-0151
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0125
Total of all active and inactive participants2010-01-0176
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-0176
Number of participants with account balances2010-01-0174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: THE PATUXENT PARTNERSHIP 401 (K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0164
Total number of active participants reported on line 7a of the Form 55002009-01-0146
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0132
Total of all active and inactive participants2009-01-0178
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0178
Number of participants with account balances2009-01-0173
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on THE PATUXENT PARTNERSHIP 401 (K) PLAN

Measure Date Value
2016 : THE PATUXENT PARTNERSHIP 401 (K) PLAN 2016 401k financial data
Transfers to/from the plan2016-12-31$0
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$1,397,707
Expenses. Total of all expenses incurred2016-12-31$1,142,149
Benefits paid (including direct rollovers)2016-12-31$1,130,089
Total plan assets at end of year2016-12-31$8,818,342
Total plan assets at beginning of year2016-12-31$8,562,784
Value of fidelity bond covering the plan2016-12-31$5,000,000
Total contributions received or receivable from participants2016-12-31$558,399
Contributions received from other sources (not participants or employers)2016-12-31$44,430
Other income received2016-12-31$467,823
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$255,558
Net plan assets at end of year (total assets less liabilities)2016-12-31$8,818,342
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$8,562,784
Total contributions received or receivable from employer(s)2016-12-31$327,055
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$12,060
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : THE PATUXENT PARTNERSHIP 401 (K) PLAN 2015 401k financial data
Transfers to/from the plan2015-12-31$0
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$828,049
Expenses. Total of all expenses incurred2015-12-31$822,834
Benefits paid (including direct rollovers)2015-12-31$809,104
Total plan assets at end of year2015-12-31$8,562,784
Total plan assets at beginning of year2015-12-31$8,557,569
Value of fidelity bond covering the plan2015-12-31$5,000,000
Total contributions received or receivable from participants2015-12-31$607,193
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$8,086
Other income received2015-12-31$-116,664
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$5,215
Net plan assets at end of year (total assets less liabilities)2015-12-31$8,562,784
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$8,557,569
Total contributions received or receivable from employer(s)2015-12-31$329,434
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$13,730
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : THE PATUXENT PARTNERSHIP 401 (K) PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$1,649,916
Expenses. Total of all expenses incurred2014-12-31$1,339,866
Benefits paid (including direct rollovers)2014-12-31$1,322,765
Total plan assets at end of year2014-12-31$8,557,569
Total plan assets at beginning of year2014-12-31$8,247,519
Value of fidelity bond covering the plan2014-12-31$5,000,000
Total contributions received or receivable from participants2014-12-31$634,063
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$201,860
Other income received2014-12-31$462,841
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$310,050
Net plan assets at end of year (total assets less liabilities)2014-12-31$8,557,569
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$8,247,519
Total contributions received or receivable from employer(s)2014-12-31$351,152
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$17,101
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : THE PATUXENT PARTNERSHIP 401 (K) PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$2,479,969
Expenses. Total of all expenses incurred2013-12-31$1,357,392
Benefits paid (including direct rollovers)2013-12-31$1,340,917
Total plan assets at end of year2013-12-31$8,247,519
Total plan assets at beginning of year2013-12-31$7,124,942
Value of fidelity bond covering the plan2013-12-31$5,000,000
Total contributions received or receivable from participants2013-12-31$782,674
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$173,806
Other income received2013-12-31$1,092,802
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$1,122,577
Net plan assets at end of year (total assets less liabilities)2013-12-31$8,247,519
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$7,124,942
Total contributions received or receivable from employer(s)2013-12-31$430,687
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$16,475
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : THE PATUXENT PARTNERSHIP 401 (K) PLAN 2012 401k financial data
Transfers to/from the plan2012-12-31$0
Total plan liabilities at end of year2012-12-31$0
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$2,139,340
Expenses. Total of all expenses incurred2012-12-31$151,918
Benefits paid (including direct rollovers)2012-12-31$139,300
Total plan assets at end of year2012-12-31$7,124,942
Total plan assets at beginning of year2012-12-31$5,137,520
Value of fidelity bond covering the plan2012-12-31$5,000,000
Total contributions received or receivable from participants2012-12-31$763,332
Expenses. Other expenses not covered elsewhere2012-12-31$0
Contributions received from other sources (not participants or employers)2012-12-31$412,138
Other income received2012-12-31$545,113
Noncash contributions received2012-12-31$0
Net income (gross income less expenses)2012-12-31$1,987,422
Net plan assets at end of year (total assets less liabilities)2012-12-31$7,124,942
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$5,137,520
Total contributions received or receivable from employer(s)2012-12-31$418,757
Value of certain deemed distributions of participant loans2012-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$12,618
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : THE PATUXENT PARTNERSHIP 401 (K) PLAN 2011 401k financial data
Transfers to/from the plan2011-12-31$0
Total plan liabilities at end of year2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$941,235
Expenses. Total of all expenses incurred2011-12-31$219,620
Benefits paid (including direct rollovers)2011-12-31$205,514
Total plan assets at end of year2011-12-31$5,137,520
Total plan assets at beginning of year2011-12-31$4,415,905
Value of fidelity bond covering the plan2011-12-31$5,200,000
Total contributions received or receivable from participants2011-12-31$655,229
Expenses. Other expenses not covered elsewhere2011-12-31$0
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$-86,741
Noncash contributions received2011-12-31$0
Net income (gross income less expenses)2011-12-31$721,615
Net plan assets at end of year (total assets less liabilities)2011-12-31$5,137,520
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$4,415,905
Total contributions received or receivable from employer(s)2011-12-31$372,747
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$14,106
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : THE PATUXENT PARTNERSHIP 401 (K) PLAN 2010 401k financial data
Transfers to/from the plan2010-12-31$0
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$1,245,411
Expenses. Total of all expenses incurred2010-12-31$907,602
Benefits paid (including direct rollovers)2010-12-31$907,602
Total plan assets at end of year2010-12-31$4,415,905
Total plan assets at beginning of year2010-12-31$4,078,096
Value of fidelity bond covering the plan2010-12-31$4,500,000
Total contributions received or receivable from participants2010-12-31$530,929
Expenses. Other expenses not covered elsewhere2010-12-31$0
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$398,750
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$337,809
Net plan assets at end of year (total assets less liabilities)2010-12-31$4,415,905
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$4,078,096
Total contributions received or receivable from employer(s)2010-12-31$315,732
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$0
2009 : THE PATUXENT PARTNERSHIP 401 (K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for THE PATUXENT PARTNERSHIP 401 (K) PLAN

2016: THE PATUXENT PARTNERSHIP 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 – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: THE PATUXENT PARTNERSHIP 401 (K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: THE PATUXENT PARTNERSHIP 401 (K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: THE PATUXENT PARTNERSHIP 401 (K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: THE PATUXENT PARTNERSHIP 401 (K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: THE PATUXENT PARTNERSHIP 401 (K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: THE PATUXENT PARTNERSHIP 401 (K) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: THE PATUXENT PARTNERSHIP 401 (K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number600179-000
Policy instance 1
Insurance contract or identification number600179-000
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $34,982
Total amount of fees paid to insurance companyUSD $4,323
Commission paid to Insurance BrokerUSD $34,982
Insurance broker organization code?3
Amount paid for insurance broker fees4323
Insurance broker nameBOERTZEL ASSOCIATES, LTD.
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number600179-000
Policy instance 1
Insurance contract or identification number600179-000
Number of Individuals Covered58
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $34,273
Total amount of fees paid to insurance companyUSD $4,263
Commission paid to Insurance BrokerUSD $34,273
Insurance broker organization code?3
Amount paid for insurance broker fees4263
Additional information about fees paid to insurance brokerADMINISTRATION
Insurance broker nameBOERTZEL ASSOCIATES, LTD.
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number600179-000
Policy instance 1
Insurance contract or identification number600179-000
Number of Individuals Covered92
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $377,641
Amount paid for insurance broker fees377641
Additional information about fees paid to insurance brokerADMINISTRATION
Insurance broker organization code?3
Insurance broker nameBOERTZEL ASSOCIATES, LTD.
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number600179-000
Policy instance 1
Insurance contract or identification number600179-000
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $24,552
Total amount of fees paid to insurance companyUSD $2,998
Commission paid to Insurance BrokerUSD $24,552
Insurance broker organization code?3
Amount paid for insurance broker fees2998
Additional information about fees paid to insurance brokerADMINISTRATION
Insurance broker nameBOERTZEL ASSOCIATES, LTD.
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number600179-000
Policy instance 1
Insurance contract or identification number600179-000
Number of Individuals Covered82
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $19,079
Total amount of fees paid to insurance companyUSD $2,337
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number600179-000
Policy instance 1
Insurance contract or identification number600179-000
Number of Individuals Covered74
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $16,038
Total amount of fees paid to insurance companyUSD $1,980
Commission paid to Insurance BrokerUSD $16,038
Insurance broker organization code?3
Amount paid for insurance broker fees1980
Additional information about fees paid to insurance brokerADMINISTRATION
Insurance broker nameBOERTZEL ASSOCIATES, LTD.

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