KELLOGG-MORGAN AGENCY, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan KELLOGG-MORGAN AGENCY, INC. PROFIT SHARING PLAN
401k plan membership statisitcs for KELLOGG-MORGAN AGENCY, INC. PROFIT SHARING PLAN
Measure | Date | Value |
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2017: KELLOGG-MORGAN AGENCY, INC. PROFIT SHARING PLAN 2017 401k membership |
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Total participants, beginning-of-year | 2017-07-01 | 12 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-07-01 | 6 |
Number of retired or separated participants receiving benefits | 2017-07-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-07-01 | 5 |
Total of all active and inactive participants | 2017-07-01 | 11 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-07-01 | 0 |
Total participants | 2017-07-01 | 11 |
Number of participants with account balances | 2017-07-01 | 11 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-07-01 | 0 |
2016: KELLOGG-MORGAN AGENCY, INC. PROFIT SHARING PLAN 2016 401k membership |
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Total participants, beginning-of-year | 2016-07-01 | 12 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-07-01 | 7 |
Number of retired or separated participants receiving benefits | 2016-07-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-07-01 | 5 |
Total of all active and inactive participants | 2016-07-01 | 12 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-07-01 | 0 |
Total participants | 2016-07-01 | 12 |
Number of participants with account balances | 2016-07-01 | 12 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-07-01 | 0 |
2015: KELLOGG-MORGAN AGENCY, INC. PROFIT SHARING PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-07-01 | 12 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-07-01 | 8 |
Number of retired or separated participants receiving benefits | 2015-07-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-07-01 | 4 |
Total of all active and inactive participants | 2015-07-01 | 12 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-07-01 | 0 |
Total participants | 2015-07-01 | 12 |
Number of participants with account balances | 2015-07-01 | 12 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-07-01 | 0 |
2014: KELLOGG-MORGAN AGENCY, INC. PROFIT SHARING PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-07-01 | 13 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-07-01 | 8 |
Number of retired or separated participants receiving benefits | 2014-07-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-07-01 | 4 |
Total of all active and inactive participants | 2014-07-01 | 12 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-07-01 | 0 |
Total participants | 2014-07-01 | 12 |
Number of participants with account balances | 2014-07-01 | 12 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-07-01 | 0 |
2013: KELLOGG-MORGAN AGENCY, INC. PROFIT SHARING PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-07-01 | 14 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-07-01 | 8 |
Number of retired or separated participants receiving benefits | 2013-07-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-07-01 | 5 |
Total of all active and inactive participants | 2013-07-01 | 13 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-07-01 | 0 |
Total participants | 2013-07-01 | 13 |
Number of participants with account balances | 2013-07-01 | 13 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-07-01 | 0 |
2012: KELLOGG-MORGAN AGENCY, INC. PROFIT SHARING PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-07-01 | 14 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-07-01 | 8 |
Number of other retired or separated participants entitled to future benefits | 2012-07-01 | 6 |
Total of all active and inactive participants | 2012-07-01 | 14 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-07-01 | 0 |
Total participants | 2012-07-01 | 14 |
Number of participants with account balances | 2012-07-01 | 14 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-07-01 | 0 |
2011: KELLOGG-MORGAN AGENCY, INC. PROFIT SHARING PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-07-01 | 14 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-07-01 | 8 |
Number of retired or separated participants receiving benefits | 2011-07-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-07-01 | 6 |
Total of all active and inactive participants | 2011-07-01 | 14 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-07-01 | 0 |
Total participants | 2011-07-01 | 14 |
Number of participants with account balances | 2011-07-01 | 14 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-07-01 | 0 |
2009: KELLOGG-MORGAN AGENCY, INC. PROFIT SHARING PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-07-01 | 13 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-07-01 | 10 |
Number of retired or separated participants receiving benefits | 2009-07-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-07-01 | 3 |
Total of all active and inactive participants | 2009-07-01 | 13 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-07-01 | 1 |
Total participants | 2009-07-01 | 14 |
Number of participants with account balances | 2009-07-01 | 14 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-07-01 | 0 |
Measure | Date | Value |
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2018 : KELLOGG-MORGAN AGENCY, INC. PROFIT SHARING PLAN 2018 401k financial data |
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Total plan liabilities at end of year | 2018-06-30 | $1,660 |
Total plan liabilities at beginning of year | 2018-06-30 | $1,660 |
Total income from all sources | 2018-06-30 | $9,918 |
Expenses. Total of all expenses incurred | 2018-06-30 | $51,208 |
Benefits paid (including direct rollovers) | 2018-06-30 | $51,179 |
Total plan assets at end of year | 2018-06-30 | $273,455 |
Total plan assets at beginning of year | 2018-06-30 | $314,745 |
Value of fidelity bond covering the plan | 2018-06-30 | $50,000 |
Other income received | 2018-06-30 | $9,918 |
Net income (gross income less expenses) | 2018-06-30 | $-41,290 |
Net plan assets at end of year (total assets less liabilities) | 2018-06-30 | $271,795 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-06-30 | $313,085 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2018-06-30 | $29 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-06-30 | $0 |
2017 : KELLOGG-MORGAN AGENCY, INC. PROFIT SHARING PLAN 2017 401k financial data |
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Transfers to/from the plan | 2017-06-30 | $0 |
Total plan liabilities at end of year | 2017-06-30 | $1,660 |
Total plan liabilities at beginning of year | 2017-06-30 | $1,802 |
Total income from all sources | 2017-06-30 | $11,646 |
Expenses. Total of all expenses incurred | 2017-06-30 | $82,168 |
Benefits paid (including direct rollovers) | 2017-06-30 | $75,000 |
Total plan assets at end of year | 2017-06-30 | $314,745 |
Total plan assets at beginning of year | 2017-06-30 | $385,409 |
Value of fidelity bond covering the plan | 2017-06-30 | $50,000 |
Other income received | 2017-06-30 | $11,646 |
Net income (gross income less expenses) | 2017-06-30 | $-70,522 |
Net plan assets at end of year (total assets less liabilities) | 2017-06-30 | $313,085 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-06-30 | $383,607 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2017-06-30 | $7,168 |
2016 : KELLOGG-MORGAN AGENCY, INC. PROFIT SHARING PLAN 2016 401k financial data |
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Transfers to/from the plan | 2016-06-30 | $0 |
Total plan liabilities at end of year | 2016-06-30 | $1,802 |
Total plan liabilities at beginning of year | 2016-06-30 | $4,660 |
Total income from all sources | 2016-06-30 | $12,807 |
Expenses. Total of all expenses incurred | 2016-06-30 | $23,580 |
Benefits paid (including direct rollovers) | 2016-06-30 | $22,786 |
Total plan assets at end of year | 2016-06-30 | $385,409 |
Total plan assets at beginning of year | 2016-06-30 | $399,040 |
Value of fidelity bond covering the plan | 2016-06-30 | $50,000 |
Other income received | 2016-06-30 | $12,807 |
Net income (gross income less expenses) | 2016-06-30 | $-10,773 |
Net plan assets at end of year (total assets less liabilities) | 2016-06-30 | $383,607 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-06-30 | $394,380 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2016-06-30 | $794 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-06-30 | $0 |
2015 : KELLOGG-MORGAN AGENCY, INC. PROFIT SHARING PLAN 2015 401k financial data |
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Transfers to/from the plan | 2015-06-30 | $0 |
Total plan liabilities at end of year | 2015-06-30 | $4,660 |
Total plan liabilities at beginning of year | 2015-06-30 | $17,160 |
Total income from all sources | 2015-06-30 | $12,148 |
Expenses. Total of all expenses incurred | 2015-06-30 | $21,479 |
Benefits paid (including direct rollovers) | 2015-06-30 | $21,479 |
Total plan assets at end of year | 2015-06-30 | $399,040 |
Total plan assets at beginning of year | 2015-06-30 | $420,871 |
Value of fidelity bond covering the plan | 2015-06-30 | $50,000 |
Other income received | 2015-06-30 | $12,148 |
Net income (gross income less expenses) | 2015-06-30 | $-9,331 |
Net plan assets at end of year (total assets less liabilities) | 2015-06-30 | $394,380 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-06-30 | $403,711 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-06-30 | $0 |
2014 : KELLOGG-MORGAN AGENCY, INC. PROFIT SHARING PLAN 2014 401k financial data |
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Transfers to/from the plan | 2014-06-30 | $0 |
Total plan liabilities at end of year | 2014-06-30 | $17,160 |
Total income from all sources | 2014-06-30 | $15,462 |
Expenses. Total of all expenses incurred | 2014-06-30 | $11,302 |
Benefits paid (including direct rollovers) | 2014-06-30 | $11,302 |
Total plan assets at end of year | 2014-06-30 | $420,871 |
Total plan assets at beginning of year | 2014-06-30 | $399,551 |
Value of fidelity bond covering the plan | 2014-06-30 | $50,000 |
Other income received | 2014-06-30 | $12,230 |
Net income (gross income less expenses) | 2014-06-30 | $4,160 |
Net plan assets at end of year (total assets less liabilities) | 2014-06-30 | $403,711 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-06-30 | $399,551 |
Total contributions received or receivable from employer(s) | 2014-06-30 | $3,232 |
2013 : KELLOGG-MORGAN AGENCY, INC. PROFIT SHARING PLAN 2013 401k financial data |
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Transfers to/from the plan | 2013-06-30 | $0 |
Total income from all sources | 2013-06-30 | $23,736 |
Expenses. Total of all expenses incurred | 2013-06-30 | $76,589 |
Benefits paid (including direct rollovers) | 2013-06-30 | $75,109 |
Total plan assets at end of year | 2013-06-30 | $398,551 |
Total plan assets at beginning of year | 2013-06-30 | $451,404 |
Value of fidelity bond covering the plan | 2013-06-30 | $0 |
Expenses. Other expenses not covered elsewhere | 2013-06-30 | $1,480 |
Other income received | 2013-06-30 | $14,285 |
Net income (gross income less expenses) | 2013-06-30 | $-52,853 |
Net plan assets at end of year (total assets less liabilities) | 2013-06-30 | $398,551 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-06-30 | $451,404 |
Total contributions received or receivable from employer(s) | 2013-06-30 | $9,451 |
2012 : KELLOGG-MORGAN AGENCY, INC. PROFIT SHARING PLAN 2012 401k financial data |
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Transfers to/from the plan | 2012-06-30 | $0 |
Total plan liabilities at end of year | 2012-06-30 | $704 |
Total plan liabilities at beginning of year | 2012-06-30 | $0 |
Total income from all sources | 2012-06-30 | $28,653 |
Expenses. Total of all expenses incurred | 2012-06-30 | $110,164 |
Benefits paid (including direct rollovers) | 2012-06-30 | $110,164 |
Total plan assets at end of year | 2012-06-30 | $452,108 |
Total plan assets at beginning of year | 2012-06-30 | $532,915 |
Value of fidelity bond covering the plan | 2012-06-30 | $60,000 |
Other income received | 2012-06-30 | $15,512 |
Net income (gross income less expenses) | 2012-06-30 | $-81,511 |
Net plan assets at end of year (total assets less liabilities) | 2012-06-30 | $451,404 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-06-30 | $532,915 |
Total contributions received or receivable from employer(s) | 2012-06-30 | $13,141 |
2017: KELLOGG-MORGAN AGENCY, INC. PROFIT SHARING PLAN 2017 form 5500 responses |
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2017-07-01 | Type of plan entity | Single employer plan |
2017-07-01 | Submission has been amended | No |
2017-07-01 | This submission is the final filing | No |
2017-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-07-01 | Plan is a collectively bargained plan | No |
2017-07-01 | Plan funding arrangement – Insurance | Yes |
2017-07-01 | Plan funding arrangement – Trust | Yes |
2017-07-01 | Plan benefit arrangement – Insurance | Yes |
2017-07-01 | Plan benefit arrangement - Trust | Yes |
2016: KELLOGG-MORGAN AGENCY, INC. PROFIT SHARING PLAN 2016 form 5500 responses |
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2016-07-01 | Type of plan entity | Single employer plan |
2016-07-01 | Submission has been amended | No |
2016-07-01 | This submission is the final filing | No |
2016-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-07-01 | Plan is a collectively bargained plan | No |
2016-07-01 | Plan funding arrangement – Insurance | Yes |
2016-07-01 | Plan funding arrangement – Trust | Yes |
2016-07-01 | Plan benefit arrangement – Insurance | Yes |
2016-07-01 | Plan benefit arrangement - Trust | Yes |
2015: KELLOGG-MORGAN AGENCY, INC. PROFIT SHARING PLAN 2015 form 5500 responses |
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2015-07-01 | Type of plan entity | Single employer plan |
2015-07-01 | Submission has been amended | No |
2015-07-01 | This submission is the final filing | No |
2015-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-07-01 | Plan is a collectively bargained plan | No |
2015-07-01 | Plan funding arrangement – Insurance | Yes |
2015-07-01 | Plan benefit arrangement – Insurance | Yes |
2015-07-01 | Plan benefit arrangement - Trust | Yes |
2014: KELLOGG-MORGAN AGENCY, INC. PROFIT SHARING PLAN 2014 form 5500 responses |
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2014-07-01 | Type of plan entity | Single employer plan |
2014-07-01 | Submission has been amended | Yes |
2014-07-01 | This submission is the final filing | No |
2014-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-07-01 | Plan is a collectively bargained plan | No |
2014-07-01 | Plan funding arrangement – Insurance | Yes |
2014-07-01 | Plan funding arrangement – Trust | Yes |
2014-07-01 | Plan benefit arrangement – Insurance | Yes |
2014-07-01 | Plan benefit arrangement - Trust | Yes |
2013: KELLOGG-MORGAN AGENCY, INC. PROFIT SHARING PLAN 2013 form 5500 responses |
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2013-07-01 | Type of plan entity | Single employer plan |
2013-07-01 | Submission has been amended | No |
2013-07-01 | This submission is the final filing | No |
2013-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-07-01 | Plan is a collectively bargained plan | No |
2013-07-01 | Plan funding arrangement – Insurance | Yes |
2013-07-01 | Plan funding arrangement – Trust | Yes |
2013-07-01 | Plan benefit arrangement – Insurance | Yes |
2013-07-01 | Plan benefit arrangement - Trust | Yes |
2012: KELLOGG-MORGAN AGENCY, INC. PROFIT SHARING PLAN 2012 form 5500 responses |
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2012-07-01 | Type of plan entity | Single employer plan |
2012-07-01 | Submission has been amended | No |
2012-07-01 | This submission is the final filing | No |
2012-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-07-01 | Plan is a collectively bargained plan | No |
2012-07-01 | Plan funding arrangement – Insurance | Yes |
2012-07-01 | Plan funding arrangement – Trust | Yes |
2012-07-01 | Plan benefit arrangement – Insurance | Yes |
2012-07-01 | Plan benefit arrangement - Trust | Yes |
2011: KELLOGG-MORGAN AGENCY, INC. PROFIT SHARING PLAN 2011 form 5500 responses |
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2011-07-01 | Type of plan entity | Single employer plan |
2011-07-01 | Submission has been amended | No |
2011-07-01 | This submission is the final filing | No |
2011-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-07-01 | Plan is a collectively bargained plan | No |
2011-07-01 | Plan funding arrangement – Insurance | Yes |
2011-07-01 | Plan funding arrangement – Trust | Yes |
2011-07-01 | Plan benefit arrangement – Insurance | Yes |
2011-07-01 | Plan benefit arrangement - Trust | Yes |
2009: KELLOGG-MORGAN AGENCY, INC. PROFIT SHARING PLAN 2009 form 5500 responses |
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2009-07-01 | Type of plan entity | Single employer plan |
2009-07-01 | Submission has been amended | No |
2009-07-01 | This submission is the final filing | No |
2009-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-07-01 | Plan is a collectively bargained plan | No |
2009-07-01 | Plan funding arrangement – Insurance | Yes |
2009-07-01 | Plan funding arrangement – Trust | Yes |
2009-07-01 | Plan benefit arrangement – Insurance | Yes |
2009-07-01 | Plan benefit arrangement - Trust | Yes |
METLIFE INVESTORS (National Association of Insurance Commissioners NAIC id number: 80950 ) |
Policy contract number | 880529 |
Policy instance | 2 |
Insurance contract or identification number | 880529 | Number of Individuals Covered | 12 | Insurance policy start date | 2016-11-01 | Insurance policy end date | 2017-10-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | 0 | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | 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 |
|
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 ) |
Policy contract number | 0A95403001 |
Policy instance | 1 |
Insurance contract or identification number | 0A95403001 | Number of Individuals Covered | 0 | Insurance policy start date | 2017-01-01 | Insurance policy end date | 2017-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | 0 | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | 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? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | Yes | 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 |
|
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 ) |
Policy contract number | 0A95403001 |
Policy instance | 2 |
Insurance contract or identification number | 0A95403001 | Number of Individuals Covered | 2 | 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 | 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? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | Yes | 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 |
|
METLIFE INVESTORS (National Association of Insurance Commissioners NAIC id number: 80950 ) |
Policy contract number | 880529 |
Policy instance | 1 |
Insurance contract or identification number | 880529 | Number of Individuals Covered | 12 | Insurance policy start date | 2014-11-01 | Insurance policy end date | 2015-10-31 | Total amount of commissions paid to insurance broker | USD $0 | 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 |
|
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 ) |
Policy contract number | 880529 |
Policy instance | 1 |
Insurance contract or identification number | 880529 | Number of Individuals Covered | 13 | Insurance policy start date | 2013-11-01 | Insurance policy end date | 2014-10-31 | Total amount of commissions paid to insurance broker | USD $0 | 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? | Yes | 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? | No | 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 | Other information about contract | GROUP ANNUITY CONTRACT |
|
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 ) |
Policy contract number | 0A95403001 |
Policy instance | 2 |
Insurance contract or identification number | 0A95403001 | Number of Individuals Covered | 2 | 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 | 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? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | Yes | 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 |
|
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 ) |
Policy contract number | 880529 |
Policy instance | 2 |
Insurance contract or identification number | 880529 | Number of Individuals Covered | 13 | Insurance policy start date | 2012-11-01 | Insurance policy end date | 2013-10-31 | Total amount of commissions paid to insurance broker | USD $394 | 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 | Commission paid to Insurance Broker | USD $394 | Insurance broker organization code? | 3 | Insurance broker name | KELLOGG-MORGAN AGENCY, INC. |
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METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 ) |
Policy contract number | OA95403001 |
Policy instance | 1 |
Insurance contract or identification number | OA95403001 | Number of Individuals Covered | 2 | 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 $15 | 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? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | Yes | 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 | Amount paid for insurance broker fees | 15 | Additional information about fees paid to insurance broker | GROSS DEALER CONCESSION | Insurance broker organization code? | 3 | Insurance broker name | KELLOGG-MORGAN AGENCY, INC. |
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METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 ) |
Policy contract number | OA95403001 |
Policy instance | 2 |
Insurance contract or identification number | OA95403001 | Number of Individuals Covered | 2 | Insurance policy start date | 2012-01-01 | Insurance policy end date | 2012-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $15 | 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? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | Yes | 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 | Amount paid for insurance broker fees | 15 | Additional information about fees paid to insurance broker | GROSS DEALER CONCESSION | Insurance broker organization code? | 3 | Insurance broker name | KELLOGG-MORGAN AGENCY INC. |
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METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 ) |
Policy contract number | 880529 |
Policy instance | 1 |
Insurance contract or identification number | 880529 | Number of Individuals Covered | 14 | Insurance policy start date | 2011-11-01 | Insurance policy end date | 2012-10-31 | Total amount of commissions paid to insurance broker | USD $0 | 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 |
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METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 ) |
Policy contract number | OA95403001 |
Policy instance | 1 |
Insurance contract or identification number | OA95403001 | Number of Individuals Covered | 2 | 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 $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? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | Yes | 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 |
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METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 ) |
Policy contract number | 880529 |
Policy instance | 2 |
Insurance contract or identification number | 880529 | Number of Individuals Covered | 14 | Insurance policy start date | 2010-11-01 | Insurance policy end date | 2011-10-31 | Total amount of commissions paid to insurance broker | USD $0 | 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 |
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