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JCHCC RETIREMENT PLAN 401k Plan overview

Plan NameJCHCC RETIREMENT PLAN
Plan identification number 001

JCHCC RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

JEFFERSON COMMUNITY HEALTH CARE has sponsored the creation of one or more 401k plans.

Company Name:JEFFERSON COMMUNITY HEALTH CARE
Employer identification number (EIN):562439708
NAIC Classification:621498
NAIC Description:All Other Outpatient Care Centers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JCHCC RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01DR. SHONDRA WILLIAMS2023-07-26
0012021-01-01SHONDRA WILLIAMS2022-06-16
0012020-01-01SHONDRA WILLIAMS2021-07-09
0012019-01-01DR. SHONDRA WILLIAMS2020-07-09
0012018-01-01DR. SHONDA. WILLIAMS2019-08-02
0012017-01-01SHONDRA WILLIAMS2018-07-05
0012016-01-01SHONDRA WILLIAMS2017-07-14
0012015-01-01SHONDRA WILLIAMS2016-07-27
0012014-01-01SHONDRA WILLIAMS SHONDRA WILLIAMS2015-07-10
0012013-01-01SHONDRA WILLIAMS SHONDRA WILLIAMS2014-06-26
0012012-01-01SHONDRA WILLIAMS
0012011-01-01DANA DELPIT
0012010-01-01DANA DELPIT
0012009-01-01CAROLINE WALLACE CAROLINE WALLACE2010-12-28
0012008-01-01DANA DELPIT

Plan Statistics for JCHCC RETIREMENT PLAN

401k plan membership statisitcs for JCHCC RETIREMENT PLAN

Measure Date Value
2014: JCHCC RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0199
Total number of active participants reported on line 7a of the Form 55002014-01-0184
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0132
Total of all active and inactive participants2014-01-01116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01116
Number of participants with account balances2014-01-0198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-017
2013: JCHCC RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0188
Total number of active participants reported on line 7a of the Form 55002013-01-0157
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0135
Total of all active and inactive participants2013-01-0192
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0192
Number of participants with account balances2013-01-0172
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-01122
2012: JCHCC RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0187
Total number of active participants reported on line 7a of the Form 55002012-01-0161
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0136
Total of all active and inactive participants2012-01-0197
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0197
Number of participants with account balances2012-01-0161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-01116
2011: JCHCC RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0165
Total number of active participants reported on line 7a of the Form 55002011-01-0131
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0126
Total of all active and inactive participants2011-01-0157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0157
Number of participants with account balances2011-01-0157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: JCHCC RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0168
Total number of active participants reported on line 7a of the Form 55002010-01-0162
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-010
Total of all active and inactive participants2010-01-0162
Total participants2010-01-0162
Number of participants with account balances2010-01-0154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: JCHCC RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0148
Total number of active participants reported on line 7a of the Form 55002009-01-0149
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0110
Total of all active and inactive participants2009-01-0159
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0159
Number of participants with account balances2009-01-0157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-014
2008: JCHCC RETIREMENT PLAN 2008 401k membership
Total participants, beginning-of-year2008-01-0141
Total number of active participants reported on line 7a of the Form 55002008-01-0126
Number of retired or separated participants receiving benefits2008-01-010
Number of other retired or separated participants entitled to future benefits2008-01-0121
Total of all active and inactive participants2008-01-0147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2008-01-010
Total participants2008-01-0147
Number of participants with account balances2008-01-0147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2008-01-016

Financial Data on JCHCC RETIREMENT PLAN

Measure Date Value
2014 : JCHCC RETIREMENT PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$60
Total income from all sources2014-12-31$315,399
Expenses. Total of all expenses incurred2014-12-31$245,879
Benefits paid (including direct rollovers)2014-12-31$227,999
Total plan assets at end of year2014-12-31$1,017,275
Total plan assets at beginning of year2014-12-31$947,695
Value of fidelity bond covering the plan2014-12-31$100,000
Total contributions received or receivable from participants2014-12-31$152,300
Expenses. Other expenses not covered elsewhere2014-12-31$1,368
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$34,111
Net income (gross income less expenses)2014-12-31$69,520
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,017,275
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$947,695
Assets. Value of participant loans2014-12-31$45,502
Total contributions received or receivable from employer(s)2014-12-31$128,988
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$16,512
Funding deficiency by the employer to the plan for this plan year2014-12-31$0
Minimum employer required contribution for this plan year2014-12-31$0
Amount contributed by the employer to the plan for this plan year2014-12-31$0
2013 : JCHCC RETIREMENT PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total income from all sources2013-12-31$351,202
Expenses. Total of all expenses incurred2013-12-31$144,305
Benefits paid (including direct rollovers)2013-12-31$81,951
Total plan assets at end of year2013-12-31$947,695
Total plan assets at beginning of year2013-12-31$740,798
Value of fidelity bond covering the plan2013-12-31$100,000
Total contributions received or receivable from participants2013-12-31$155,373
Expenses. Other expenses not covered elsewhere2013-12-31$426
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$120,716
Net income (gross income less expenses)2013-12-31$206,897
Net plan assets at end of year (total assets less liabilities)2013-12-31$947,695
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$740,798
Assets. Value of participant loans2013-12-31$27,055
Total contributions received or receivable from employer(s)2013-12-31$75,113
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$61,928
Funding deficiency by the employer to the plan for this plan year2013-12-31$0
Minimum employer required contribution for this plan year2013-12-31$0
Amount contributed by the employer to the plan for this plan year2013-12-31$0
2012 : JCHCC RETIREMENT PLAN 2012 401k financial data
Transfers to/from the plan2012-12-31$531
Total income from all sources2012-12-31$219,640
Expenses. Total of all expenses incurred2012-12-31$33,152
Benefits paid (including direct rollovers)2012-12-31$32,612
Total plan assets at end of year2012-12-31$740,798
Total plan assets at beginning of year2012-12-31$553,779
Value of fidelity bond covering the plan2012-12-31$100,000
Total contributions received or receivable from participants2012-12-31$106,612
Expenses. Other expenses not covered elsewhere2012-12-31$314
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$62,382
Net income (gross income less expenses)2012-12-31$186,488
Net plan assets at end of year (total assets less liabilities)2012-12-31$740,798
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$553,779
Assets. Value of participant loans2012-12-31$22,480
Total contributions received or receivable from employer(s)2012-12-31$50,646
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$226
Funding deficiency by the employer to the plan for this plan year2012-12-31$0
Minimum employer required contribution for this plan year2012-12-31$0
Amount contributed by the employer to the plan for this plan year2012-12-31$0
2011 : JCHCC RETIREMENT PLAN 2011 401k financial data
Transfers to/from the plan2011-12-31$0
Total income from all sources2011-12-31$147,515
Expenses. Total of all expenses incurred2011-12-31$87,068
Benefits paid (including direct rollovers)2011-12-31$86,582
Total plan assets at end of year2011-12-31$553,779
Total plan assets at beginning of year2011-12-31$493,332
Total contributions received or receivable from participants2011-12-31$101,142
Expenses. Other expenses not covered elsewhere2011-12-31$486
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$-11,949
Net income (gross income less expenses)2011-12-31$60,447
Net plan assets at end of year (total assets less liabilities)2011-12-31$553,779
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$493,332
Assets. Value of participant loans2011-12-31$20,929
Total contributions received or receivable from employer(s)2011-12-31$58,322
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Funding deficiency by the employer to the plan for this plan year2011-12-31$0
Minimum employer required contribution for this plan year2011-12-31$0
Amount contributed by the employer to the plan for this plan year2011-12-31$0
2010 : JCHCC RETIREMENT PLAN 2010 401k financial data
Transfers to/from the plan2010-12-31$0
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$162,996
Expenses. Total of all expenses incurred2010-12-31$84,397
Benefits paid (including direct rollovers)2010-12-31$68,415
Total plan assets at end of year2010-12-31$493,332
Total plan assets at beginning of year2010-12-31$414,733
Assets. Value of tangible personal property2010-12-31$13,465
Total contributions received or receivable from participants2010-12-31$68,569
Expenses. Other expenses not covered elsewhere2010-12-31$276
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$49,483
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$78,599
Net plan assets at end of year (total assets less liabilities)2010-12-31$493,332
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$414,733
Assets. Value of participant loans2010-12-31$13,465
Total contributions received or receivable from employer(s)2010-12-31$44,944
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$15,706
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$0
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2010-12-310
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Funding deficiency by the employer to the plan for this plan year2010-12-31$0
Minimum employer required contribution for this plan year2010-12-31$0
Amount contributed by the employer to the plan for this plan year2010-12-31$0
2009 : JCHCC RETIREMENT PLAN 2009 401k financial data
Funding deficiency by the employer to the plan for this plan year2009-12-31$0
Minimum employer required contribution for this plan year2009-12-31$0
Amount contributed by the employer to the plan for this plan year2009-12-31$0
2008 : JCHCC RETIREMENT PLAN 2008 401k financial data
Transfers to/from the plan2008-12-31$0
Total income from all sources2008-12-31$111,726
Expenses. Total of all expenses incurred2008-12-31$50,211
Benefits paid (including direct rollovers)2008-12-31$7,501
Total plan assets at end of year2008-12-31$228,209
Total plan assets at beginning of year2008-12-31$166,694
Total contributions received or receivable from participants2008-12-31$109,200
Expenses. Other expenses not covered elsewhere2008-12-31$1,784
Contributions received from other sources (not participants or employers)2008-12-31$0
Other income received2008-12-31$-72,502
Noncash contributions received2008-12-31$0
Net income (gross income less expenses)2008-12-31$61,515
Net plan assets at end of year (total assets less liabilities)2008-12-31$228,209
Net plan assets at beginning of year (total assets less liabilities)2008-12-31$166,694
Assets. Value of participant loans2008-12-31$10,967
Total contributions received or receivable from employer(s)2008-12-31$75,028
Value of certain deemed distributions of participant loans2008-12-31$0
Value of corrective distributions2008-12-31$40,926
Expenses. Administrative service providers (salaries,fees and commissions)2008-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2008-12-31$0
Funding deficiency by the employer to the plan for this plan year2008-12-31$0
Minimum employer required contribution for this plan year2008-12-31$0
Amount contributed by the employer to the plan for this plan year2008-12-31$0

Form 5500 Responses for JCHCC RETIREMENT PLAN

2014: JCHCC RETIREMENT 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 – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2013: JCHCC RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2012: JCHCC RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2011: JCHCC RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2010: JCHCC RETIREMENT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2009: JCHCC RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2008: JCHCC RETIREMENT PLAN 2008 form 5500 responses
2008-01-01Type of plan entitySingle employer plan
2008-01-01Submission has been amendedNo
2008-01-01This submission is the final filingNo
2008-01-01This return/report is a short plan year return/report (less than 12 months)No
2008-01-01Plan is a collectively bargained planNo
2008-01-01Plan funding arrangement – InsuranceYes
2008-01-01Plan funding arrangement – TrustYes
2008-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-803999
Policy instance 1
Insurance contract or identification numberGA-803999
Number of Individuals Covered98
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $3,293
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 $3,293
Insurance broker organization code?3
Insurance broker nameEAGAN INS AGCY INC
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-803999
Policy instance 1
Insurance contract or identification numberGA-803999
Number of Individuals Covered72
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $3,257
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 $3,257
Insurance broker organization code?3
Insurance broker nameEAGAN INS AGENCY INC
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-803999
Policy instance 1
Insurance contract or identification numberGA-803999
Number of Individuals Covered61
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $2,992
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 $2,992
Insurance broker organization code?3
Insurance broker nameEAGAN INS AGENCY INC
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-803999
Policy instance 1
Insurance contract or identification numberGA-803999
Number of Individuals Covered57
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $2,623
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
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-803999
Policy instance 1
Insurance contract or identification numberGA-803999
Number of Individuals Covered54
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $2,120
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-803999
Policy instance 1
Insurance contract or identification numberGA-803999
Number of Individuals Covered47
Insurance policy start date2008-01-01
Insurance policy end date2008-12-31
Total amount of commissions paid to insurance brokerUSD $762
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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