BUTLER & STOWE has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan BUTLER & STOWE PROFIT SHARING PLAN - 401(K)
Measure | Date | Value |
---|
2014: BUTLER & STOWE PROFIT SHARING PLAN - 401(K) 2014 401k membership |
---|
Total participants, beginning-of-year | 2014-05-01 | 24 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-05-01 | 16 |
Number of retired or separated participants receiving benefits | 2014-05-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2014-05-01 | 8 |
Total of all active and inactive participants | 2014-05-01 | 25 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-05-01 | 0 |
Total participants | 2014-05-01 | 25 |
Number of participants with account balances | 2014-05-01 | 17 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-05-01 | 1 |
2013: BUTLER & STOWE PROFIT SHARING PLAN - 401(K) 2013 401k membership |
---|
Total participants, beginning-of-year | 2013-05-01 | 25 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-05-01 | 18 |
Number of retired or separated participants receiving benefits | 2013-05-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2013-05-01 | 7 |
Total of all active and inactive participants | 2013-05-01 | 26 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-05-01 | 0 |
Total participants | 2013-05-01 | 26 |
Number of participants with account balances | 2013-05-01 | 25 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-05-01 | 0 |
2012: BUTLER & STOWE PROFIT SHARING PLAN - 401(K) 2012 401k membership |
---|
Total participants, beginning-of-year | 2012-05-01 | 25 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-05-01 | 17 |
Number of retired or separated participants receiving benefits | 2012-05-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2012-05-01 | 6 |
Total of all active and inactive participants | 2012-05-01 | 24 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-05-01 | 0 |
Total participants | 2012-05-01 | 24 |
Number of participants with account balances | 2012-05-01 | 18 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-05-01 | 0 |
2011: BUTLER & STOWE PROFIT SHARING PLAN - 401(K) 2011 401k membership |
---|
Total participants, beginning-of-year | 2011-05-01 | 25 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-05-01 | 19 |
Number of retired or separated participants receiving benefits | 2011-05-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-05-01 | 21 |
Total of all active and inactive participants | 2011-05-01 | 40 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-05-01 | 0 |
Total participants | 2011-05-01 | 40 |
Number of participants with account balances | 2011-05-01 | 27 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-05-01 | 0 |
2010: BUTLER & STOWE PROFIT SHARING PLAN - 401(K) 2010 401k membership |
---|
Total participants, beginning-of-year | 2010-05-01 | 24 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-05-01 | 20 |
Number of retired or separated participants receiving benefits | 2010-05-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2010-05-01 | 7 |
Total of all active and inactive participants | 2010-05-01 | 27 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-05-01 | 0 |
Total participants | 2010-05-01 | 27 |
Number of participants with account balances | 2010-05-01 | 27 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-05-01 | 0 |
2009: BUTLER & STOWE PROFIT SHARING PLAN - 401(K) 2009 401k membership |
---|
Total participants, beginning-of-year | 2009-05-01 | 24 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-05-01 | 17 |
Number of retired or separated participants receiving benefits | 2009-05-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-05-01 | 6 |
Total of all active and inactive participants | 2009-05-01 | 23 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-05-01 | 0 |
Total participants | 2009-05-01 | 23 |
Number of participants with account balances | 2009-05-01 | 23 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-05-01 | 0 |
Measure | Date | Value |
---|
2015 : BUTLER & STOWE PROFIT SHARING PLAN - 401(K) 2015 401k financial data |
---|
Transfers to/from the plan | 2015-04-30 | $0 |
Total income from all sources | 2015-04-30 | $273,662 |
Expenses. Total of all expenses incurred | 2015-04-30 | $38,523 |
Benefits paid (including direct rollovers) | 2015-04-30 | $37,593 |
Total plan assets at end of year | 2015-04-30 | $2,097,872 |
Total plan assets at beginning of year | 2015-04-30 | $1,862,733 |
Value of fidelity bond covering the plan | 2015-04-30 | $250,000 |
Total contributions received or receivable from participants | 2015-04-30 | $97,646 |
Expenses. Other expenses not covered elsewhere | 2015-04-30 | $930 |
Contributions received from other sources (not participants or employers) | 2015-04-30 | $0 |
Other income received | 2015-04-30 | $134,326 |
Net income (gross income less expenses) | 2015-04-30 | $235,139 |
Net plan assets at end of year (total assets less liabilities) | 2015-04-30 | $2,097,872 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-04-30 | $1,862,733 |
Assets. Value of participant loans | 2015-04-30 | $19,773 |
Total contributions received or receivable from employer(s) | 2015-04-30 | $41,690 |
Value of certain deemed distributions of participant loans | 2015-04-30 | $0 |
Value of corrective distributions | 2015-04-30 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2015-04-30 | $0 |
Minimum employer required contribution for this plan year | 2015-04-30 | $0 |
Amount contributed by the employer to the plan for this plan year | 2015-04-30 | $0 |
2014 : BUTLER & STOWE PROFIT SHARING PLAN - 401(K) 2014 401k financial data |
---|
Transfers to/from the plan | 2014-04-30 | $0 |
Total income from all sources | 2014-04-30 | $309,842 |
Expenses. Total of all expenses incurred | 2014-04-30 | $6,301 |
Benefits paid (including direct rollovers) | 2014-04-30 | $5,576 |
Total plan assets at end of year | 2014-04-30 | $1,862,733 |
Total plan assets at beginning of year | 2014-04-30 | $1,559,192 |
Value of fidelity bond covering the plan | 2014-04-30 | $200,000 |
Total contributions received or receivable from participants | 2014-04-30 | $94,906 |
Expenses. Other expenses not covered elsewhere | 2014-04-30 | $725 |
Contributions received from other sources (not participants or employers) | 2014-04-30 | $0 |
Other income received | 2014-04-30 | $174,019 |
Net income (gross income less expenses) | 2014-04-30 | $303,541 |
Net plan assets at end of year (total assets less liabilities) | 2014-04-30 | $1,862,733 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-04-30 | $1,559,192 |
Assets. Value of participant loans | 2014-04-30 | $12,345 |
Total contributions received or receivable from employer(s) | 2014-04-30 | $40,917 |
Value of certain deemed distributions of participant loans | 2014-04-30 | $0 |
Value of corrective distributions | 2014-04-30 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2014-04-30 | $0 |
Minimum employer required contribution for this plan year | 2014-04-30 | $0 |
Amount contributed by the employer to the plan for this plan year | 2014-04-30 | $0 |
2013 : BUTLER & STOWE PROFIT SHARING PLAN - 401(K) 2013 401k financial data |
---|
Transfers to/from the plan | 2013-04-30 | $0 |
Total income from all sources | 2013-04-30 | $256,542 |
Expenses. Total of all expenses incurred | 2013-04-30 | $18,411 |
Benefits paid (including direct rollovers) | 2013-04-30 | $17,616 |
Total plan assets at end of year | 2013-04-30 | $1,559,192 |
Total plan assets at beginning of year | 2013-04-30 | $1,321,061 |
Value of fidelity bond covering the plan | 2013-04-30 | $200,000 |
Total contributions received or receivable from participants | 2013-04-30 | $88,795 |
Expenses. Other expenses not covered elsewhere | 2013-04-30 | $795 |
Contributions received from other sources (not participants or employers) | 2013-04-30 | $0 |
Other income received | 2013-04-30 | $126,273 |
Net income (gross income less expenses) | 2013-04-30 | $238,131 |
Net plan assets at end of year (total assets less liabilities) | 2013-04-30 | $1,559,192 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-04-30 | $1,321,061 |
Assets. Value of participant loans | 2013-04-30 | $18,432 |
Total contributions received or receivable from employer(s) | 2013-04-30 | $41,474 |
Value of certain deemed distributions of participant loans | 2013-04-30 | $0 |
Value of corrective distributions | 2013-04-30 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2013-04-30 | $0 |
Minimum employer required contribution for this plan year | 2013-04-30 | $0 |
Amount contributed by the employer to the plan for this plan year | 2013-04-30 | $0 |
2012 : BUTLER & STOWE PROFIT SHARING PLAN - 401(K) 2012 401k financial data |
---|
Transfers to/from the plan | 2012-04-30 | $0 |
Total income from all sources | 2012-04-30 | $135,147 |
Expenses. Total of all expenses incurred | 2012-04-30 | $3,615 |
Benefits paid (including direct rollovers) | 2012-04-30 | $2,820 |
Total plan assets at end of year | 2012-04-30 | $1,321,061 |
Total plan assets at beginning of year | 2012-04-30 | $1,189,529 |
Value of fidelity bond covering the plan | 2012-04-30 | $100,000 |
Total contributions received or receivable from participants | 2012-04-30 | $91,507 |
Expenses. Other expenses not covered elsewhere | 2012-04-30 | $795 |
Contributions received from other sources (not participants or employers) | 2012-04-30 | $0 |
Other income received | 2012-04-30 | $2,941 |
Net income (gross income less expenses) | 2012-04-30 | $131,532 |
Net plan assets at end of year (total assets less liabilities) | 2012-04-30 | $1,321,061 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-04-30 | $1,189,529 |
Assets. Value of participant loans | 2012-04-30 | $16,646 |
Total contributions received or receivable from employer(s) | 2012-04-30 | $40,699 |
Value of certain deemed distributions of participant loans | 2012-04-30 | $0 |
Value of corrective distributions | 2012-04-30 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2012-04-30 | $0 |
Minimum employer required contribution for this plan year | 2012-04-30 | $0 |
Amount contributed by the employer to the plan for this plan year | 2012-04-30 | $0 |
2011 : BUTLER & STOWE PROFIT SHARING PLAN - 401(K) 2011 401k financial data |
---|
Transfers to/from the plan | 2011-04-30 | $0 |
Total income from all sources | 2011-04-30 | $252,493 |
Expenses. Total of all expenses incurred | 2011-04-30 | $18,043 |
Benefits paid (including direct rollovers) | 2011-04-30 | $17,128 |
Total plan assets at end of year | 2011-04-30 | $1,189,529 |
Total plan assets at beginning of year | 2011-04-30 | $955,079 |
Value of fidelity bond covering the plan | 2011-04-30 | $100,000 |
Total contributions received or receivable from participants | 2011-04-30 | $66,676 |
Expenses. Other expenses not covered elsewhere | 2011-04-30 | $915 |
Contributions received from other sources (not participants or employers) | 2011-04-30 | $0 |
Other income received | 2011-04-30 | $151,927 |
Net income (gross income less expenses) | 2011-04-30 | $234,450 |
Net plan assets at end of year (total assets less liabilities) | 2011-04-30 | $1,189,529 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-04-30 | $955,079 |
Assets. Value of participant loans | 2011-04-30 | $13,756 |
Total contributions received or receivable from employer(s) | 2011-04-30 | $33,890 |
Value of certain deemed distributions of participant loans | 2011-04-30 | $0 |
Value of corrective distributions | 2011-04-30 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2011-04-30 | $0 |
Minimum employer required contribution for this plan year | 2011-04-30 | $0 |
Amount contributed by the employer to the plan for this plan year | 2011-04-30 | $0 |
2010 : BUTLER & STOWE PROFIT SHARING PLAN - 401(K) 2010 401k financial data |
---|
Funding deficiency by the employer to the plan for this plan year | 2010-04-30 | $0 |
Minimum employer required contribution for this plan year | 2010-04-30 | $0 |
Amount contributed by the employer to the plan for this plan year | 2010-04-30 | $0 |
2014: BUTLER & STOWE PROFIT SHARING PLAN - 401(K) 2014 form 5500 responses |
---|
2014-05-01 | Type of plan entity | Single employer plan |
2014-05-01 | Submission has been amended | No |
2014-05-01 | This submission is the final filing | No |
2014-05-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-05-01 | Plan is a collectively bargained plan | No |
2014-05-01 | Plan funding arrangement – Insurance | Yes |
2014-05-01 | Plan funding arrangement – Trust | Yes |
2014-05-01 | Plan benefit arrangement – Insurance | Yes |
2013: BUTLER & STOWE PROFIT SHARING PLAN - 401(K) 2013 form 5500 responses |
---|
2013-05-01 | Type of plan entity | Single employer plan |
2013-05-01 | Submission has been amended | No |
2013-05-01 | This submission is the final filing | No |
2013-05-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-05-01 | Plan is a collectively bargained plan | No |
2013-05-01 | Plan funding arrangement – Insurance | Yes |
2013-05-01 | Plan funding arrangement – Trust | Yes |
2013-05-01 | Plan benefit arrangement – Insurance | Yes |
2012: BUTLER & STOWE PROFIT SHARING PLAN - 401(K) 2012 form 5500 responses |
---|
2012-05-01 | Type of plan entity | Single employer plan |
2012-05-01 | Submission has been amended | No |
2012-05-01 | This submission is the final filing | No |
2012-05-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-05-01 | Plan is a collectively bargained plan | No |
2012-05-01 | Plan funding arrangement – Insurance | Yes |
2012-05-01 | Plan funding arrangement – Trust | Yes |
2012-05-01 | Plan benefit arrangement – Insurance | Yes |
2011: BUTLER & STOWE PROFIT SHARING PLAN - 401(K) 2011 form 5500 responses |
---|
2011-05-01 | Type of plan entity | Single employer plan |
2011-05-01 | Submission has been amended | No |
2011-05-01 | This submission is the final filing | No |
2011-05-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-05-01 | Plan is a collectively bargained plan | No |
2011-05-01 | Plan funding arrangement – Insurance | Yes |
2011-05-01 | Plan funding arrangement – Trust | Yes |
2011-05-01 | Plan benefit arrangement – Insurance | Yes |
2010: BUTLER & STOWE PROFIT SHARING PLAN - 401(K) 2010 form 5500 responses |
---|
2010-05-01 | Type of plan entity | Single employer plan |
2010-05-01 | Submission has been amended | No |
2010-05-01 | This submission is the final filing | No |
2010-05-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2010-05-01 | Plan is a collectively bargained plan | No |
2010-05-01 | Plan funding arrangement – Insurance | Yes |
2010-05-01 | Plan funding arrangement – Trust | Yes |
2010-05-01 | Plan benefit arrangement – Insurance | Yes |
2009: BUTLER & STOWE PROFIT SHARING PLAN - 401(K) 2009 form 5500 responses |
---|
2009-05-01 | Type of plan entity | Single employer plan |
2009-05-01 | Submission has been amended | No |
2009-05-01 | This submission is the final filing | No |
2009-05-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-05-01 | Plan is a collectively bargained plan | No |
2009-05-01 | Plan funding arrangement – Insurance | Yes |
2009-05-01 | Plan funding arrangement – Trust | Yes |
2009-05-01 | Plan benefit arrangement – Insurance | Yes |
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 ) |
Policy contract number | GA-024033 |
Policy instance | 1 |
Insurance contract or identification number | GA-024033 | Number of Individuals Covered | 17 | Insurance policy start date | 2014-05-01 | Insurance policy end date | 2015-04-30 | Total amount of commissions paid to insurance broker | USD $1,861 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | No | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $1,861 | Insurance broker organization code? | 3 | Insurance broker name | PROEQUITIES INC |
|
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 ) |
Policy contract number | GA-024033 |
Policy instance | 1 |
Insurance contract or identification number | GA-024033 | Number of Individuals Covered | 25 | Insurance policy start date | 2013-05-01 | Insurance policy end date | 2014-04-30 | Total amount of commissions paid to insurance broker | USD $1,548 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | No | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $1,548 | Insurance broker organization code? | 3 | Insurance broker name | PROEQUITIES INC |
|
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 ) |
Policy contract number | GA-024033 |
Policy instance | 1 |
Insurance contract or identification number | GA-024033 | Number of Individuals Covered | 18 | Insurance policy start date | 2012-05-01 | Insurance policy end date | 2013-04-30 | Total amount of commissions paid to insurance broker | USD $1,349 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | No | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $1,349 | Insurance broker organization code? | 3 | Insurance broker name | PROEQUITIES INC |
|
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 ) |
Policy contract number | GA-024033 |
Policy instance | 1 |
Insurance contract or identification number | GA-024033 | Number of Individuals Covered | 27 | Insurance policy start date | 2011-05-01 | Insurance policy end date | 2012-04-30 | Total amount of commissions paid to insurance broker | USD $1,189 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | No | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 ) |
Policy contract number | GA-024033 |
Policy instance | 1 |
Insurance contract or identification number | GA-024033 | Number of Individuals Covered | 27 | Insurance policy start date | 2010-05-01 | Insurance policy end date | 2011-04-30 | Total amount of commissions paid to insurance broker | USD $1,016 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | No | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $1,016 | Insurance broker organization code? | 3 | Insurance broker name | PROEQUITIES INC |
|