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AXA EQUITABLE LIFE INSURANCE COMPANY 401k Plan overview

Plan NameAXA EQUITABLE LIFE INSURANCE COMPANY
Plan identification number 001

AXA EQUITABLE LIFE INSURANCE COMPANY Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.

401k Sponsoring company profile

ALBEMARLE ACADEMY has sponsored the creation of one or more 401k plans.

Company Name:ALBEMARLE ACADEMY
Employer identification number (EIN):560849318
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan AXA EQUITABLE LIFE INSURANCE COMPANY

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012016-01-01HOLLY GAWLIK HOLLY GAWLIK2017-05-16
0012015-01-01HOLLY GAWLIK HOLLY GAWLIK2016-07-19
0012014-01-01HOLLY GAWLIK HOLLY GAWLIK2016-10-05
0012013-01-01HOLLY GAWLIK HOLLY GAWLIK2016-09-20
0012012-01-01JOYCE MEDLIN

Plan Statistics for AXA EQUITABLE LIFE INSURANCE COMPANY

401k plan membership statisitcs for AXA EQUITABLE LIFE INSURANCE COMPANY

Measure Date Value
2016: AXA EQUITABLE LIFE INSURANCE COMPANY 2016 401k membership
Total participants, beginning-of-year2016-01-012
Total number of active participants reported on line 7a of the Form 55002016-01-010
Total of all active and inactive participants2016-01-010
Total participants2016-01-010
Number of participants with account balances2016-01-010
2015: AXA EQUITABLE LIFE INSURANCE COMPANY 2015 401k membership
Total participants, beginning-of-year2015-01-012
Total number of active participants reported on line 7a of the Form 55002015-01-012
Total of all active and inactive participants2015-01-012
Total participants2015-01-012
Number of participants with account balances2015-01-012
2014: AXA EQUITABLE LIFE INSURANCE COMPANY 2014 401k membership
Total participants, beginning-of-year2014-01-012
Total number of active participants reported on line 7a of the Form 55002014-01-012
Total of all active and inactive participants2014-01-012
Total participants2014-01-012
Number of participants with account balances2014-01-012
2013: AXA EQUITABLE LIFE INSURANCE COMPANY 2013 401k membership
Total participants, beginning-of-year2013-01-013
Total number of active participants reported on line 7a of the Form 55002013-01-012
Total of all active and inactive participants2013-01-012
Total participants2013-01-012
Number of participants with account balances2013-01-012
2012: AXA EQUITABLE LIFE INSURANCE COMPANY 2012 401k membership
Total participants, beginning-of-year2012-01-013
Total number of active participants reported on line 7a of the Form 55002012-01-013
Total of all active and inactive participants2012-01-013
Total participants2012-01-013
Number of participants with account balances2012-01-013

Financial Data on AXA EQUITABLE LIFE INSURANCE COMPANY

Measure Date Value
2016 : AXA EQUITABLE LIFE INSURANCE COMPANY 2016 401k financial data
Transfers to/from the plan2016-12-31$-2,414
Total income from all sources2016-12-31$25
Expenses. Total of all expenses incurred2016-12-31$0
Total plan assets at end of year2016-12-31$0
Total plan assets at beginning of year2016-12-31$2,389
Other income received2016-12-31$25
Net income (gross income less expenses)2016-12-31$25
Net plan assets at end of year (total assets less liabilities)2016-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$2,389
2015 : AXA EQUITABLE LIFE INSURANCE COMPANY 2015 401k financial data
Total income from all sources2015-12-31$71
Expenses. Total of all expenses incurred2015-12-31$37
Total plan assets at end of year2015-12-31$2,389
Total plan assets at beginning of year2015-12-31$2,355
Expenses. Other expenses not covered elsewhere2015-12-31$37
Other income received2015-12-31$71
Net income (gross income less expenses)2015-12-31$34
Net plan assets at end of year (total assets less liabilities)2015-12-31$2,389
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$2,355
2014 : AXA EQUITABLE LIFE INSURANCE COMPANY 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total income from all sources2014-12-31$69
Expenses. Total of all expenses incurred2014-12-31$37
Total plan assets at end of year2014-12-31$2,355
Total plan assets at beginning of year2014-12-31$2,323
Expenses. Other expenses not covered elsewhere2014-12-31$37
Other income received2014-12-31$69
Net income (gross income less expenses)2014-12-31$32
Net plan assets at end of year (total assets less liabilities)2014-12-31$2,355
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$2,323
2013 : AXA EQUITABLE LIFE INSURANCE COMPANY 2013 401k financial data
Transfers to/from the plan2013-12-31$-6,299
Total income from all sources2013-12-31$158
Expenses. Total of all expenses incurred2013-12-31$61
Total plan assets at end of year2013-12-31$2,323
Total plan assets at beginning of year2013-12-31$8,525
Expenses. Other expenses not covered elsewhere2013-12-31$61
Other income received2013-12-31$158
Net income (gross income less expenses)2013-12-31$97
Net plan assets at end of year (total assets less liabilities)2013-12-31$2,323
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$8,525
2012 : AXA EQUITABLE LIFE INSURANCE COMPANY 2012 401k financial data
Total income from all sources2012-12-31$250
Expenses. Total of all expenses incurred2012-12-31$67
Total plan assets at end of year2012-12-31$8,525
Total plan assets at beginning of year2012-12-31$8,342
Expenses. Other expenses not covered elsewhere2012-12-31$67
Other income received2012-12-31$250
Net income (gross income less expenses)2012-12-31$183
Net plan assets at end of year (total assets less liabilities)2012-12-31$8,525
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$8,342

Form 5500 Responses for AXA EQUITABLE LIFE INSURANCE COMPANY

2016: AXA EQUITABLE LIFE INSURANCE COMPANY 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01First time form 5500 has been submittedYes
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingYes
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan benefit arrangement – InsuranceYes
2015: AXA EQUITABLE LIFE INSURANCE COMPANY 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01First time form 5500 has been submittedYes
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan benefit arrangement – InsuranceYes
2014: AXA EQUITABLE LIFE INSURANCE COMPANY 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01First time form 5500 has been submittedYes
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan benefit arrangement – InsuranceYes
2013: AXA EQUITABLE LIFE INSURANCE COMPANY 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01First time form 5500 has been submittedYes
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan benefit arrangement – InsuranceYes
2012: AXA EQUITABLE LIFE INSURANCE COMPANY 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01First time form 5500 has been submittedYes
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number073616
Policy instance 1
Insurance contract or identification number073616
Number of Individuals Covered2
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $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 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?Yes
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
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker name
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number073616
Policy instance 1
Insurance contract or identification number073616
Number of Individuals Covered2
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $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 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?Yes
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
Insurance broker organization code?3
Insurance broker nameN/A
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number073616
Policy instance 1
Insurance contract or identification number073616
Number of Individuals Covered2
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $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 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?Yes
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 $0
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameN/A
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number073616
Policy instance 1
Insurance contract or identification number073616
Number of Individuals Covered3
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker name

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