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JOE HOLLAND CHEVROLET - VARIABLE EMPLOYEES 401(K) PLAN 401k Plan overview

Plan NameJOE HOLLAND CHEVROLET - VARIABLE EMPLOYEES 401(K) PLAN
Plan identification number 001

JOE HOLLAND CHEVROLET - VARIABLE EMPLOYEES 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

JOE HOLLAND CHEVROLET, INC. has sponsored the creation of one or more 401k plans.

Company Name:JOE HOLLAND CHEVROLET, INC.
Employer identification number (EIN):550478368
NAIC Classification:441110
NAIC Description:New Car Dealers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOE HOLLAND CHEVROLET - VARIABLE EMPLOYEES 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01J T LARCH2019-07-09
0012017-01-01DAVID COX2018-06-18
0012016-01-01J.DOUGLAS DAWSON2017-07-12
0012015-01-01JOHN DAWSON2016-04-14 JOHN DAWSON2016-04-14
0012014-01-01J. DOUGLAS DAWSON2015-06-30 J. DOUGLAS DAWSON2015-06-30
0012013-01-01J DOUGLAS DAWSON J DOUGLAS DAWSON2014-10-10
0012012-01-01J DOUGLAS DAWSON J DOUGLAS DAWSON2013-10-14
0012011-01-01JOSEPH B HOLLAND JR JOSEPH B HOLLAND JR2012-08-01
0012009-01-01JOSEPH B. HOLLAND, JR. JOSEPH B. HOLLAND, JR.2010-08-18
0012009-01-01JOSEPH B. HOLLAND, JR. JOSEPH B. HOLLAND, JR.2010-08-17
0012009-01-01JOSEPH B. HOLLAND, JR. JOSEPH B. HOLLAND, JR.2010-08-18

Plan Statistics for JOE HOLLAND CHEVROLET - VARIABLE EMPLOYEES 401(K) PLAN

401k plan membership statisitcs for JOE HOLLAND CHEVROLET - VARIABLE EMPLOYEES 401(K) PLAN

Measure Date Value
2013: JOE HOLLAND CHEVROLET - VARIABLE EMPLOYEES 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01135
Total number of active participants reported on line 7a of the Form 55002013-01-0146
Number of retired or separated participants receiving benefits2013-01-016
Total of all active and inactive participants2013-01-0152
Total participants2013-01-0152
Number of participants with account balances2013-01-0146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-017
2012: JOE HOLLAND CHEVROLET - VARIABLE EMPLOYEES 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01131
Total number of active participants reported on line 7a of the Form 55002012-01-01142
Number of other retired or separated participants entitled to future benefits2012-01-017
Total of all active and inactive participants2012-01-01149
Total participants2012-01-01149
Number of participants with account balances2012-01-0197
2011: JOE HOLLAND CHEVROLET - VARIABLE EMPLOYEES 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01133
Total number of active participants reported on line 7a of the Form 55002011-01-01118
Number of other retired or separated participants entitled to future benefits2011-01-017
Total of all active and inactive participants2011-01-01125
Total participants2011-01-01125
Number of participants with account balances2011-01-0193
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-011
2009: JOE HOLLAND CHEVROLET - VARIABLE EMPLOYEES 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01140
Total number of active participants reported on line 7a of the Form 55002009-01-01124
Number of other retired or separated participants entitled to future benefits2009-01-018
Total of all active and inactive participants2009-01-01132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01132
Number of participants with account balances2009-01-0195
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-018

Financial Data on JOE HOLLAND CHEVROLET - VARIABLE EMPLOYEES 401(K) PLAN

Measure Date Value
2013 : JOE HOLLAND CHEVROLET - VARIABLE EMPLOYEES 401(K) PLAN 2013 401k financial data
Total transfer of assets from this plan2013-12-31$2,533,339
Total income from all sources (including contributions)2013-12-31$1,352,953
Total of all expenses incurred2013-12-31$250,221
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$238,156
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$363,766
Value of total assets at end of year2013-12-31$3,274,039
Value of total assets at beginning of year2013-12-31$4,704,646
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$12,065
Total interest from all sources2013-12-31$10,430
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$279,602
Participant contributions at end of year2013-12-31$159,669
Participant contributions at beginning of year2013-12-31$259,926
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$84,008
Other income not declared elsewhere2013-12-31$23,847
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$1,102,732
Value of net assets at end of year (total assets less liabilities)2013-12-31$3,274,039
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$4,704,646
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$12,065
Value of interest in pooled separate accounts at end of year2013-12-31$2,304,129
Value of interest in pooled separate accounts at beginning of year2013-12-31$3,525,531
Interest on participant loans2013-12-31$10,430
Income. Interest from loans (other than to participants)2013-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$810,241
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$835,181
Net investment gain/loss from pooled separate accounts2013-12-31$954,910
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$84,164
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$238,156
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31Yes
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31HAYFLICH GRIGORACI PLLC
Accountancy firm EIN2013-12-31455620002
2012 : JOE HOLLAND CHEVROLET - VARIABLE EMPLOYEES 401(K) PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$859,085
Total of all expenses incurred2012-12-31$86,775
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$74,555
Value of total corrective distributions2012-12-31$7,445
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$365,432
Value of total assets at end of year2012-12-31$4,704,646
Value of total assets at beginning of year2012-12-31$3,932,336
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$4,775
Total interest from all sources2012-12-31$10,640
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$280,708
Participant contributions at end of year2012-12-31$259,926
Participant contributions at beginning of year2012-12-31$264,751
Assets. Other investments not covered elsewhere at end of year2012-12-31$84,008
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$81,561
Other income not declared elsewhere2012-12-31$23,411
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$772,310
Value of net assets at end of year (total assets less liabilities)2012-12-31$4,704,646
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$3,932,336
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in pooled separate accounts at end of year2012-12-31$3,525,531
Value of interest in pooled separate accounts at beginning of year2012-12-31$2,938,419
Interest on participant loans2012-12-31$10,640
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$835,181
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$647,605
Net investment gain/loss from pooled separate accounts2012-12-31$459,602
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$84,724
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$74,555
Contract administrator fees2012-12-31$4,775
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31HAYFLICH GRIGORACI PLLC
Accountancy firm EIN2012-12-31455620002
2011 : JOE HOLLAND CHEVROLET - VARIABLE EMPLOYEES 401(K) PLAN 2011 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$256,811
Total of all expenses incurred2011-12-31$207,390
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$199,702
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$339,487
Value of total assets at end of year2011-12-31$3,932,336
Value of total assets at beginning of year2011-12-31$3,882,915
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$7,688
Total interest from all sources2011-12-31$10,478
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$260,387
Participant contributions at end of year2011-12-31$264,751
Participant contributions at beginning of year2011-12-31$196,195
Assets. Other investments not covered elsewhere at end of year2011-12-31$81,561
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$78,394
Other income not declared elsewhere2011-12-31$19,324
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$49,421
Value of net assets at end of year (total assets less liabilities)2011-12-31$3,932,336
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$3,882,915
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in pooled separate accounts at end of year2011-12-31$2,938,419
Value of interest in pooled separate accounts at beginning of year2011-12-31$3,165,092
Interest on participant loans2011-12-31$10,478
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$647,605
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$443,234
Net investment gain/loss from pooled separate accounts2011-12-31$-112,478
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$79,100
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$199,702
Contract administrator fees2011-12-31$7,688
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31GRIGORACI,PATERNO & ASSOCIATES
Accountancy firm EIN2011-12-31550745949
2010 : JOE HOLLAND CHEVROLET - VARIABLE EMPLOYEES 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$737,459
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$194,605
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$185,150
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$293,956
Value of total assets at end of year2010-12-31$3,882,915
Value of total assets at beginning of year2010-12-31$3,340,061
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$9,455
Total interest from all sources2010-12-31$8,214
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$220,820
Participant contributions at end of year2010-12-31$196,195
Participant contributions at beginning of year2010-12-31$136,215
Assets. Other investments not covered elsewhere at end of year2010-12-31$78,394
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$76,880
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$410
Other income not declared elsewhere2010-12-31$14,063
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$542,854
Value of net assets at end of year (total assets less liabilities)2010-12-31$3,882,915
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$3,340,061
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$9,455
Value of interest in pooled separate accounts at end of year2010-12-31$3,165,092
Value of interest in pooled separate accounts at beginning of year2010-12-31$3,126,966
Interest on participant loans2010-12-31$8,214
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$443,234
Net investment gain/loss from pooled separate accounts2010-12-31$421,226
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$72,726
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$185,150
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31GRIGORACI,PATERNO & ASSOCIATES
Accountancy firm EIN2010-12-31550745949
2009 : JOE HOLLAND CHEVROLET - VARIABLE EMPLOYEES 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 JOE HOLLAND CHEVROLET - VARIABLE EMPLOYEES 401(K) PLAN

2013: JOE HOLLAND CHEVROLET - VARIABLE EMPLOYEES 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: JOE HOLLAND CHEVROLET - VARIABLE EMPLOYEES 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: JOE HOLLAND CHEVROLET - VARIABLE EMPLOYEES 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
2009: JOE HOLLAND CHEVROLET - VARIABLE EMPLOYEES 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
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

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number82845
Policy instance 1
Insurance contract or identification number82845
Number of Individuals Covered46
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $2,193
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,193
Insurance broker organization code?1
Insurance broker nameNY LIFE SECURITIES, INC.
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number82845
Policy instance 1
Insurance contract or identification number82845
Number of Individuals Covered97
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $10,909
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,203
Insurance broker organization code?1
Insurance broker nameNY LIFE SECURITIES, LLC
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number82845
Policy instance 1
Insurance contract or identification number82845
Number of Individuals Covered92
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $10,340
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number82845
Policy instance 1
Insurance contract or identification number82845
Number of Individuals Covered89
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $9,186
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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