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CATAWBA COUNTY UNITED WAY PROFIT SHARING PLAN 401k Plan overview

Plan NameCATAWBA COUNTY UNITED WAY PROFIT SHARING PLAN
Plan identification number 001

CATAWBA COUNTY UNITED WAY PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Profit-sharing

401k Sponsoring company profile

CATAWBA COUNTY UNITED WAY, INC. has sponsored the creation of one or more 401k plans.

Company Name:CATAWBA COUNTY UNITED WAY, INC.
Employer identification number (EIN):560774714
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CATAWBA COUNTY UNITED WAY PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01TAMMY DOTSON
0012016-01-01
0012015-01-01
0012014-01-01VICTORIA MARTIN
0012013-01-01
0012012-01-01TAMMY DOTSON TAMMY DOTSON2013-07-18
0012011-01-01TAMMY DOTSON TAMMY DOTSON2012-07-26
0012010-01-01TAMMY DOTSON TAMMY DOTSON2011-06-28
0012009-01-01TAMMY DOTSON TAMMY DOTSON2010-07-27

Plan Statistics for CATAWBA COUNTY UNITED WAY PROFIT SHARING PLAN

401k plan membership statisitcs for CATAWBA COUNTY UNITED WAY PROFIT SHARING PLAN

Measure Date Value
2023: CATAWBA COUNTY UNITED WAY PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-015
Total number of active participants reported on line 7a of the Form 55002023-01-015
Total of all active and inactive participants2023-01-015
Total participants2023-01-015
Number of participants with account balances2023-01-015
2022: CATAWBA COUNTY UNITED WAY PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-013
Total number of active participants reported on line 7a of the Form 55002022-01-014
Number of other retired or separated participants entitled to future benefits2022-01-011
Total of all active and inactive participants2022-01-015
Total participants2022-01-015
Number of participants with account balances2022-01-015
2021: CATAWBA COUNTY UNITED WAY PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-016
Total number of active participants reported on line 7a of the Form 55002021-01-012
Number of retired or separated participants receiving benefits2021-01-013
Number of other retired or separated participants entitled to future benefits2021-01-011
Total of all active and inactive participants2021-01-016
Total participants2021-01-016
Number of participants with account balances2021-01-013
2020: CATAWBA COUNTY UNITED WAY PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-015
Total number of active participants reported on line 7a of the Form 55002020-01-014
Number of other retired or separated participants entitled to future benefits2020-01-012
Total of all active and inactive participants2020-01-016
Total participants2020-01-016
Number of participants with account balances2020-01-016
2019: CATAWBA COUNTY UNITED WAY PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-016
Total number of active participants reported on line 7a of the Form 55002019-01-015
Total of all active and inactive participants2019-01-015
Total participants2019-01-015
Number of participants with account balances2019-01-015
2018: CATAWBA COUNTY UNITED WAY PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-016
Total number of active participants reported on line 7a of the Form 55002018-01-015
Total of all active and inactive participants2018-01-015
Total participants2018-01-015
Number of participants with account balances2018-01-015
2017: CATAWBA COUNTY UNITED WAY PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-016
Total number of active participants reported on line 7a of the Form 55002017-01-015
Total of all active and inactive participants2017-01-015
Total participants2017-01-015
Number of participants with account balances2017-01-015
2015: CATAWBA COUNTY UNITED WAY PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-017
Total number of active participants reported on line 7a of the Form 55002015-01-014
Number of other retired or separated participants entitled to future benefits2015-01-012
Total of all active and inactive participants2015-01-016
Total participants2015-01-016
Number of participants with account balances2015-01-016
2014: CATAWBA COUNTY UNITED WAY PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-017
Total number of active participants reported on line 7a of the Form 55002014-01-014
Number of other retired or separated participants entitled to future benefits2014-01-013
Total of all active and inactive participants2014-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: CATAWBA COUNTY UNITED WAY PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-017
Total number of active participants reported on line 7a of the Form 55002013-01-015
Number of other retired or separated participants entitled to future benefits2013-01-012
Total of all active and inactive participants2013-01-017
Total participants2013-01-017
2012: CATAWBA COUNTY UNITED WAY PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-016
Total number of active participants reported on line 7a of the Form 55002012-01-014
Number of retired or separated participants receiving benefits2012-01-012
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-016
Number of participants with account balances2012-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: CATAWBA COUNTY UNITED WAY PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-016
Total number of active participants reported on line 7a of the Form 55002011-01-014
Number of retired or separated participants receiving benefits2011-01-012
Total of all active and inactive participants2011-01-016
Total participants2011-01-016
Number of participants with account balances2011-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: CATAWBA COUNTY UNITED WAY PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-016
Total number of active participants reported on line 7a of the Form 55002010-01-014
Number of retired or separated participants receiving benefits2010-01-012
Total of all active and inactive participants2010-01-016
Total participants2010-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: CATAWBA COUNTY UNITED WAY PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-018
Total number of active participants reported on line 7a of the Form 55002009-01-014
Number of retired or separated participants receiving benefits2009-01-012
Total of all active and inactive participants2009-01-016
Total participants2009-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on CATAWBA COUNTY UNITED WAY PROFIT SHARING PLAN

Measure Date Value
2023 : CATAWBA COUNTY UNITED WAY PROFIT SHARING PLAN 2023 401k financial data
Total income from all sources2023-12-31$25,191
Expenses. Total of all expenses incurred2023-12-31$75,190
Benefits paid (including direct rollovers)2023-12-31$74,847
Total plan assets at end of year2023-12-31$74,048
Total plan assets at beginning of year2023-12-31$124,047
Other income received2023-12-31$7,302
Net income (gross income less expenses)2023-12-31$-49,999
Net plan assets at end of year (total assets less liabilities)2023-12-31$74,048
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$124,047
Total contributions received or receivable from employer(s)2023-12-31$17,889
Expenses. Administrative service providers (salaries,fees and commissions)2023-12-31$343
2022 : CATAWBA COUNTY UNITED WAY PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources2022-12-31$14,234
Expenses. Total of all expenses incurred2022-12-31$15,069
Total plan assets at end of year2022-12-31$124,047
Total plan assets at beginning of year2022-12-31$124,882
Expenses. Other expenses not covered elsewhere2022-12-31$14,945
Other income received2022-12-31$10
Net income (gross income less expenses)2022-12-31$-835
Net plan assets at end of year (total assets less liabilities)2022-12-31$124,047
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$124,882
Total contributions received or receivable from employer(s)2022-12-31$14,224
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$124
2021 : CATAWBA COUNTY UNITED WAY PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources2021-12-31$29,197
Expenses. Total of all expenses incurred2021-12-31$148,963
Benefits paid (including direct rollovers)2021-12-31$148,839
Total plan assets at end of year2021-12-31$124,882
Total plan assets at beginning of year2021-12-31$244,648
Other income received2021-12-31$19,715
Net income (gross income less expenses)2021-12-31$-119,766
Net plan assets at end of year (total assets less liabilities)2021-12-31$124,882
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$244,648
Total contributions received or receivable from employer(s)2021-12-31$9,482
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$124
2020 : CATAWBA COUNTY UNITED WAY PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources2020-12-31$29,784
Expenses. Total of all expenses incurred2020-12-31$204
Total plan assets at end of year2020-12-31$244,648
Total plan assets at beginning of year2020-12-31$215,068
Other income received2020-12-31$13,813
Net income (gross income less expenses)2020-12-31$29,580
Net plan assets at end of year (total assets less liabilities)2020-12-31$244,648
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$215,068
Total contributions received or receivable from employer(s)2020-12-31$15,971
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$204
2019 : CATAWBA COUNTY UNITED WAY PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources2019-12-31$29,439
Expenses. Total of all expenses incurred2019-12-31$144
Total plan assets at end of year2019-12-31$215,068
Total plan assets at beginning of year2019-12-31$185,773
Other income received2019-12-31$16,588
Net income (gross income less expenses)2019-12-31$29,295
Net plan assets at end of year (total assets less liabilities)2019-12-31$215,068
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$185,773
Total contributions received or receivable from employer(s)2019-12-31$12,851
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$144
2018 : CATAWBA COUNTY UNITED WAY PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources2018-12-31$12,752
Expenses. Total of all expenses incurred2018-12-31$1,428
Total plan assets at end of year2018-12-31$185,773
Total plan assets at beginning of year2018-12-31$174,449
Expenses. Other expenses not covered elsewhere2018-12-31$1,284
Net income (gross income less expenses)2018-12-31$11,324
Net plan assets at end of year (total assets less liabilities)2018-12-31$185,773
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$174,449
Total contributions received or receivable from employer(s)2018-12-31$12,752
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$144
2017 : CATAWBA COUNTY UNITED WAY PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources2017-12-31$24,871
Expenses. Total of all expenses incurred2017-12-31$6,144
Benefits paid (including direct rollovers)2017-12-31$6,000
Total plan assets at end of year2017-12-31$174,449
Total plan assets at beginning of year2017-12-31$155,722
Other income received2017-12-31$12,054
Net income (gross income less expenses)2017-12-31$18,727
Net plan assets at end of year (total assets less liabilities)2017-12-31$174,449
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$155,722
Total contributions received or receivable from employer(s)2017-12-31$12,817
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$144
2015 : CATAWBA COUNTY UNITED WAY PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-12-31$17,903
Expenses. Total of all expenses incurred2015-12-31$4,106
Benefits paid (including direct rollovers)2015-12-31$3,933
Total plan assets at end of year2015-12-31$175,433
Total plan assets at beginning of year2015-12-31$161,636
Other income received2015-12-31$3,250
Net income (gross income less expenses)2015-12-31$13,797
Net plan assets at end of year (total assets less liabilities)2015-12-31$175,433
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$161,636
Total contributions received or receivable from employer(s)2015-12-31$14,653
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$173
2014 : CATAWBA COUNTY UNITED WAY PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-12-31$23,118
Expenses. Total of all expenses incurred2014-12-31$174
Total plan assets at end of year2014-12-31$161,636
Total plan assets at beginning of year2014-12-31$138,692
Other income received2014-12-31$4,689
Net income (gross income less expenses)2014-12-31$22,944
Net plan assets at end of year (total assets less liabilities)2014-12-31$161,636
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$138,692
Total contributions received or receivable from employer(s)2014-12-31$18,429
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$174
2013 : CATAWBA COUNTY UNITED WAY PROFIT SHARING PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total income from all sources2013-12-31$27,848
Expenses. Total of all expenses incurred2013-12-31$4,329
Benefits paid (including direct rollovers)2013-12-31$4,179
Total plan assets at end of year2013-12-31$138,692
Total plan assets at beginning of year2013-12-31$115,173
Other income received2013-12-31$11,580
Net income (gross income less expenses)2013-12-31$23,519
Net plan assets at end of year (total assets less liabilities)2013-12-31$138,692
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$115,173
Total contributions received or receivable from employer(s)2013-12-31$16,268
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$150
2012 : CATAWBA COUNTY UNITED WAY PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$7,570
Total plan assets at end of year2012-12-31$115,173
Total plan assets at beginning of year2012-12-31$107,603
Other income received2012-12-31$-5,772
Net income (gross income less expenses)2012-12-31$7,570
Net plan assets at end of year (total assets less liabilities)2012-12-31$115,173
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$107,603
Total contributions received or receivable from employer(s)2012-12-31$13,342
2011 : CATAWBA COUNTY UNITED WAY PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$4,753
Total plan assets at end of year2011-12-31$107,603
Total plan assets at beginning of year2011-12-31$102,850
Other income received2011-12-31$-6,861
Net income (gross income less expenses)2011-12-31$4,753
Net plan assets at end of year (total assets less liabilities)2011-12-31$107,603
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$102,850
Total contributions received or receivable from employer(s)2011-12-31$11,614
2010 : CATAWBA COUNTY UNITED WAY PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$27,140
Total plan assets at end of year2010-12-31$102,850
Total plan assets at beginning of year2010-12-31$75,710
Other income received2010-12-31$15,005
Net income (gross income less expenses)2010-12-31$27,140
Net plan assets at end of year (total assets less liabilities)2010-12-31$102,850
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$75,710
Total contributions received or receivable from employer(s)2010-12-31$12,135

Form 5500 Responses for CATAWBA COUNTY UNITED WAY PROFIT SHARING PLAN

2023: CATAWBA COUNTY UNITED WAY PROFIT SHARING PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – Section 412(e)(3) insurance ContractsYes
2023-01-01Plan benefit arrangement – Section 412(e)(3) insurance ContractsYes
2022: CATAWBA COUNTY UNITED WAY PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – Section 412(e)(3) insurance ContractsYes
2022-01-01Plan benefit arrangement – Section 412(e)(3) insurance ContractsYes
2021: CATAWBA COUNTY UNITED WAY PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – Section 412(e)(3) insurance ContractsYes
2021-01-01Plan benefit arrangement – Section 412(e)(3) insurance ContractsYes
2020: CATAWBA COUNTY UNITED WAY PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – Section 412(e)(3) insurance ContractsYes
2020-01-01Plan benefit arrangement – Section 412(e)(3) insurance ContractsYes
2019: CATAWBA COUNTY UNITED WAY PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – Section 412(e)(3) insurance ContractsYes
2019-01-01Plan benefit arrangement – Section 412(e)(3) insurance ContractsYes
2018: CATAWBA COUNTY UNITED WAY PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – Section 412(e)(3) insurance ContractsYes
2018-01-01Plan benefit arrangement – Section 412(e)(3) insurance ContractsYes
2017: CATAWBA COUNTY UNITED WAY PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – Section 412(e)(3) insurance ContractsYes
2017-01-01Plan benefit arrangement – Section 412(e)(3) insurance ContractsYes
2015: CATAWBA COUNTY UNITED WAY PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – Section 412(e)(3) insurance ContractsYes
2015-01-01Plan benefit arrangement – Section 412(e)(3) insurance ContractsYes
2014: CATAWBA COUNTY UNITED WAY PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – Section 412(e)(3) insurance ContractsYes
2014-01-01Plan benefit arrangement – Section 412(e)(3) insurance ContractsYes
2013: CATAWBA COUNTY UNITED WAY PROFIT SHARING 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 – Section 412(e)(3) insurance ContractsYes
2013-01-01Plan benefit arrangement – Section 412(e)(3) insurance ContractsYes
2012: CATAWBA COUNTY UNITED WAY PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – Section 412(e)(3) insurance ContractsYes
2012-01-01Plan benefit arrangement – Section 412(e)(3) insurance ContractsYes
2011: CATAWBA COUNTY UNITED WAY PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – Section 412(e)(3) insurance ContractsYes
2011-01-01Plan benefit arrangement – Section 412(e)(3) insurance ContractsYes
2010: CATAWBA COUNTY UNITED WAY PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
2010-01-01Plan funding arrangement – Section 412(e)(3) insurance ContractsYes
2010-01-01Plan benefit arrangement – Section 412(e)(3) insurance ContractsYes
2009: CATAWBA COUNTY UNITED WAY PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – Section 412(e)(3) insurance ContractsYes
2009-01-01Plan benefit arrangement – Section 412(e)(3) insurance ContractsYes

Insurance Providers Used on plan

RIVERSOURCE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65005 )
Policy contract number6074831
Policy instance 1
Insurance contract or identification number6074831
Number of Individuals Covered5
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $360
Are there contracts with allocated funds for individual policies?1
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
RIVERSOURCE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65005 )
Policy contract number6074831
Policy instance 1
Insurance contract or identification number6074831
Number of Individuals Covered5
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $582
Are there contracts with allocated funds for individual policies?1
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 BrokerUSD $582
Insurance broker organization code?3
RIVERSOURCE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65005 )
Policy contract number6074831
Policy instance 1
Insurance contract or identification number6074831
Number of Individuals Covered3
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $323
Are there contracts with allocated funds for individual policies?1
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 BrokerUSD $96
Insurance broker organization code?3
RIVERSOURCE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65005 )
Policy contract number6074831
Policy instance 1
Insurance contract or identification number6074831
Number of Individuals Covered6
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $1,041
Are there contracts with allocated funds for individual policies?1
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 BrokerUSD $1,041
Insurance broker organization code?3
RIVERSOURCE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65005 )
Policy contract number6074831
Policy instance 1
Insurance contract or identification number6074831
Number of Individuals Covered5
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $813
Are there contracts with allocated funds for individual policies?1
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 BrokerUSD $30
Insurance broker organization code?3
RIVERSOURCE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65005 )
Policy contract number6074831
Policy instance 1
Insurance contract or identification number6074831
Number of Individuals Covered5
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $835
Are there contracts with allocated funds for individual policies?1
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 BrokerUSD $835
Insurance broker organization code?3
RIVERSOURCE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65005 )
Policy contract number6074831
Policy instance 1
Insurance contract or identification number6074831
Number of Individuals Covered5
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $779
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?1
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 BrokerUSD $779
Insurance broker organization code?3
Insurance broker nameJOHN C. OLSEN CFP
RIVERSOURCE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65005 )
Policy contract number6074831
Policy instance 1
Insurance contract or identification number6074831
Number of Individuals Covered6
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $911
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $911
Insurance broker organization code?3
Insurance policy start date2017-01-01
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $4,948,157
Insurance broker nameJOHN C OLSON CFP AMERIPRISE FINANCI
RIVERSOURCE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65005 )
Policy contract number6074831
Policy instance 1
Insurance contract or identification number6074831
Number of Individuals Covered4
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $777
Are there contracts with allocated funds for individual policies?Yes
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 BrokerUSD $777
Insurance broker organization code?3
Insurance broker nameJOHN C OLSON CFP
RIVERSOURCE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65005 )
Policy contract number6074831
Policy instance 1
Insurance contract or identification number6074831
Number of Individuals Covered7
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $706
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 BrokerUSD $706
Insurance broker organization code?3
Insurance broker nameJOHN C OLSON CFP
RIVERSOURCE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65005 )
Policy contract number6074831
Policy instance 1
Insurance contract or identification number6074831
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $628
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $628
Insurance broker organization code?3
Insurance broker nameJOHN C OLSON CFP AMERIPRISE FINANCI
RIVERSOURCE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65005 )
Policy contract number6074831
Policy instance 1
Insurance contract or identification number6074831
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $576
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
RIVERSOURCE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65005 )
Policy contract number6074831
Policy instance 1
Insurance contract or identification number6074831
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $571
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $571
Insurance broker organization code?3
Insurance broker nameJOHN C OLSEN CFP AMERIPRISE FINANCI

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