GEORGIA SERVICE SYSTEMS, LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan GEORGIA SERVICE SYSTEMS RETIREMENT PLAN
| Measure | Date | Value |
|---|
| 2018: GEORGIA SERVICE SYSTEMS RETIREMENT PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 41 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 27 |
| Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 19 |
| Total of all active and inactive participants | 2018-01-01 | 46 |
| Total participants | 2018-01-01 | 46 |
| Number of participants with account balances | 2018-01-01 | 46 |
| 2017: GEORGIA SERVICE SYSTEMS RETIREMENT PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 43 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 30 |
| Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 11 |
| Total of all active and inactive participants | 2017-01-01 | 41 |
| Total participants | 2017-01-01 | 41 |
| Number of participants with account balances | 2017-01-01 | 41 |
| 2016: GEORGIA SERVICE SYSTEMS RETIREMENT PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 42 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 36 |
| Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 7 |
| Total of all active and inactive participants | 2016-01-01 | 43 |
| Total participants | 2016-01-01 | 43 |
| Number of participants with account balances | 2016-01-01 | 43 |
| 2015: GEORGIA SERVICE SYSTEMS RETIREMENT PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 33 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 40 |
| Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 2 |
| Total of all active and inactive participants | 2015-01-01 | 42 |
| Total participants | 2015-01-01 | 42 |
| Number of participants with account balances | 2015-01-01 | 42 |
| 2014: GEORGIA SERVICE SYSTEMS RETIREMENT PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 33 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 30 |
| Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 3 |
| Total of all active and inactive participants | 2014-01-01 | 33 |
| Total participants | 2014-01-01 | 33 |
| Number of participants with account balances | 2014-01-01 | 33 |
| 2013: GEORGIA SERVICE SYSTEMS RETIREMENT PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 25 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 33 |
| Total of all active and inactive participants | 2013-01-01 | 33 |
| Total participants | 2013-01-01 | 33 |
| Number of participants with account balances | 2013-01-01 | 33 |
| 2012: GEORGIA SERVICE SYSTEMS RETIREMENT PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 22 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 21 |
| Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 4 |
| Total of all active and inactive participants | 2012-01-01 | 25 |
| Total participants | 2012-01-01 | 25 |
| Number of participants with account balances | 2012-01-01 | 25 |
| 2011: GEORGIA SERVICE SYSTEMS RETIREMENT PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 19 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 18 |
| Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 4 |
| Total of all active and inactive participants | 2011-01-01 | 22 |
| Total participants | 2011-01-01 | 22 |
| Number of participants with account balances | 2011-01-01 | 22 |
| 2010: GEORGIA SERVICE SYSTEMS RETIREMENT PLAN 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-01-01 | 15 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 16 |
| Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 3 |
| Total of all active and inactive participants | 2010-01-01 | 19 |
| Total participants | 2010-01-01 | 19 |
| Number of participants with account balances | 2010-01-01 | 19 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 0 |
| 2009: GEORGIA SERVICE SYSTEMS RETIREMENT PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 12 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 14 |
| Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 1 |
| Total of all active and inactive participants | 2009-01-01 | 15 |
| Total participants | 2009-01-01 | 15 |
| Number of participants with account balances | 2009-01-01 | 16 |
| Measure | Date | Value |
|---|
| 2018 : GEORGIA SERVICE SYSTEMS RETIREMENT PLAN 2018 401k financial data |
|---|
| Total income from all sources | 2018-12-31 | $-56,011 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $7,556 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $1,275 |
| Total plan assets at end of year | 2018-12-31 | $906,689 |
| Total plan assets at beginning of year | 2018-12-31 | $970,256 |
| Value of fidelity bond covering the plan | 2018-12-31 | $125,000 |
| Total contributions received or receivable from participants | 2018-12-31 | $35,458 |
| Other income received | 2018-12-31 | $-113,753 |
| Net income (gross income less expenses) | 2018-12-31 | $-63,567 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $906,689 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $970,256 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $22,284 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $6,281 |
| 2017 : GEORGIA SERVICE SYSTEMS RETIREMENT PLAN 2017 401k financial data |
|---|
| Total income from all sources | 2017-12-31 | $204,118 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $36,707 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $31,352 |
| Total plan assets at end of year | 2017-12-31 | $970,256 |
| Total plan assets at beginning of year | 2017-12-31 | $802,845 |
| Value of fidelity bond covering the plan | 2017-12-31 | $125,000 |
| Total contributions received or receivable from participants | 2017-12-31 | $38,774 |
| Other income received | 2017-12-31 | $140,716 |
| Net income (gross income less expenses) | 2017-12-31 | $167,411 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $970,256 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $802,845 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $24,628 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $5,355 |
| 2016 : GEORGIA SERVICE SYSTEMS RETIREMENT PLAN 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $162,159 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $14,262 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $9,830 |
| Total plan assets at end of year | 2016-12-31 | $802,845 |
| Total plan assets at beginning of year | 2016-12-31 | $654,948 |
| Value of fidelity bond covering the plan | 2016-12-31 | $75,000 |
| Total contributions received or receivable from participants | 2016-12-31 | $40,033 |
| Other income received | 2016-12-31 | $94,853 |
| Net income (gross income less expenses) | 2016-12-31 | $147,897 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $802,845 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $654,948 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $27,273 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $4,432 |
| 2015 : GEORGIA SERVICE SYSTEMS RETIREMENT PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $-9,237 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $38,323 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $37,270 |
| Total plan assets at end of year | 2015-12-31 | $654,948 |
| Total plan assets at beginning of year | 2015-12-31 | $702,508 |
| Value of fidelity bond covering the plan | 2015-12-31 | $75,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $31,396 |
| Other income received | 2015-12-31 | $-63,911 |
| Net income (gross income less expenses) | 2015-12-31 | $-47,560 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $654,948 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $702,508 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $23,278 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $1,053 |
| 2014 : GEORGIA SERVICE SYSTEMS RETIREMENT PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $29,459 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $39,205 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $39,205 |
| Total plan assets at end of year | 2014-12-31 | $702,508 |
| Total plan assets at beginning of year | 2014-12-31 | $712,254 |
| Value of fidelity bond covering the plan | 2014-12-31 | $75,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $24,363 |
| Other income received | 2014-12-31 | $-14,105 |
| Net income (gross income less expenses) | 2014-12-31 | $-9,746 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $702,508 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $712,254 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $19,201 |
| 2013 : GEORGIA SERVICE SYSTEMS RETIREMENT PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $128,464 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $60,051 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $60,051 |
| Total plan assets at end of year | 2013-12-31 | $712,254 |
| Total plan assets at beginning of year | 2013-12-31 | $643,841 |
| Value of fidelity bond covering the plan | 2013-12-31 | $75,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $22,073 |
| Other income received | 2013-12-31 | $88,337 |
| Net income (gross income less expenses) | 2013-12-31 | $68,413 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $712,254 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $643,841 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $18,054 |
| 2012 : GEORGIA SERVICE SYSTEMS RETIREMENT PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $119,968 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $14,033 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $14,033 |
| Total plan assets at end of year | 2012-12-31 | $643,841 |
| Total plan assets at beginning of year | 2012-12-31 | $537,906 |
| Value of fidelity bond covering the plan | 2012-12-31 | $75,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $14,152 |
| Other income received | 2012-12-31 | $65,709 |
| Net income (gross income less expenses) | 2012-12-31 | $105,935 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $643,841 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $537,906 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $40,107 |
| 2011 : GEORGIA SERVICE SYSTEMS RETIREMENT PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $7,192 |
| Total plan assets at end of year | 2011-12-31 | $537,906 |
| Total plan assets at beginning of year | 2011-12-31 | $530,714 |
| Value of fidelity bond covering the plan | 2011-12-31 | $75,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $43,532 |
| Other income received | 2011-12-31 | $-48,271 |
| Net income (gross income less expenses) | 2011-12-31 | $7,192 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $537,906 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $530,714 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $11,931 |
| 2010 : GEORGIA SERVICE SYSTEMS RETIREMENT PLAN 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $110,989 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $3,088 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $3,063 |
| Total plan assets at end of year | 2010-12-31 | $530,714 |
| Total plan assets at beginning of year | 2010-12-31 | $422,813 |
| Value of fidelity bond covering the plan | 2010-12-31 | $40,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $42,423 |
| Other income received | 2010-12-31 | $50,802 |
| Net income (gross income less expenses) | 2010-12-31 | $107,901 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $530,714 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $422,813 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $17,764 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $25 |
| 2018: GEORGIA SERVICE SYSTEMS RETIREMENT PLAN 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Plan funding arrangement – Insurance | Yes |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: GEORGIA SERVICE SYSTEMS RETIREMENT PLAN 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Plan funding arrangement – Insurance | Yes |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: GEORGIA SERVICE SYSTEMS RETIREMENT PLAN 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Plan funding arrangement – Insurance | Yes |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: GEORGIA SERVICE SYSTEMS RETIREMENT PLAN 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Plan funding arrangement – Insurance | Yes |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: GEORGIA SERVICE SYSTEMS RETIREMENT PLAN 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Plan funding arrangement – Insurance | Yes |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: GEORGIA SERVICE SYSTEMS RETIREMENT PLAN 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Plan funding arrangement – Insurance | Yes |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: GEORGIA SERVICE SYSTEMS RETIREMENT PLAN 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Plan funding arrangement – Insurance | Yes |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: GEORGIA SERVICE SYSTEMS RETIREMENT PLAN 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Plan funding arrangement – Insurance | Yes |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2010: GEORGIA SERVICE SYSTEMS RETIREMENT PLAN 2010 form 5500 responses |
|---|
| 2010-01-01 | Type of plan entity | Single employer plan |
| 2010-01-01 | Plan funding arrangement – Insurance | Yes |
| 2010-01-01 | Plan funding arrangement – Trust | Yes |
| 2010-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2010-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: GEORGIA SERVICE SYSTEMS RETIREMENT PLAN 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | Plan funding arrangement – Insurance | Yes |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
| GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 ) |
| Policy contract number | 944290-01 |
| Policy instance | 1 |
| Insurance contract or identification number | 944290-01 | | Number of Individuals Covered | 0 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with 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 |
|
| GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 ) |
| Policy contract number | 944290-01 |
| Policy instance | 1 |
| Insurance contract or identification number | 944290-01 | | 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 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 |
|
| GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 ) |
| Policy contract number | 944290-01 |
| Policy instance | 1 |
| Insurance contract or identification number | 944290-01 | | Number of Individuals Covered | 0 | | 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 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 | | Insurance broker organization code? | 3 | | Insurance broker name | JAMES IZETT - IFG LLC |
|
| GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 ) |
| Policy contract number | 944290-01 |
| Policy instance | 1 |
| Insurance contract or identification number | 944290-01 | | Number of Individuals Covered | 33 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Total amount of commissions paid to insurance broker | USD $3,459 | | Total amount of fees paid to insurance company | USD $0 | | 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 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 | | Commission paid to Insurance Broker | USD $2,488 | | Insurance broker organization code? | 3 | | Insurance broker name | JAMES IZETT - IFG LLC |
|
| GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 ) |
| Policy contract number | 944290-01 |
| Policy instance | 1 |
| Insurance contract or identification number | 944290-01 | | Number of Individuals Covered | 33 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | Total amount of commissions paid to insurance broker | USD $3,129 | | Total amount of fees paid to insurance company | USD $0 | | 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 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 | | Commission paid to Insurance Broker | USD $3,129 | | Insurance broker organization code? | 3 | | Insurance broker name | JAMES IZETT |
|
| GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 ) |
| Policy contract number | 944290-01 |
| Policy instance | 1 |
| Insurance contract or identification number | 944290-01 | | Number of Individuals Covered | 25 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Total amount of commissions paid to insurance broker | USD $2,589 | | Total amount of fees paid to insurance company | USD $0 | | 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 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 | | Commission paid to Insurance Broker | USD $1,619 | | Insurance broker organization code? | 3 | | Insurance broker name | ROBERT WHITE |
|
| AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 ) |
| Policy contract number | 91 674095 |
| Policy instance | 1 |
| Insurance contract or identification number | 91 674095 | | Number of Individuals Covered | 0 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | Total amount of commissions paid to insurance broker | USD $533 | | Total amount of fees paid to insurance company | USD $0 | | 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 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 |
|
| GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 ) |
| Policy contract number | 944290-01 |
| Policy instance | 2 |
| Insurance contract or identification number | 944290-01 | | Number of Individuals Covered | 22 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | Total amount of commissions paid to insurance broker | USD $4,496 | | Total amount of fees paid to insurance company | USD $0 | | 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 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 |
|
| AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 ) |
| Policy contract number | 91 674095 |
| Policy instance | 1 |
| Insurance contract or identification number | 91 674095 | | Number of Individuals Covered | 19 | | Insurance policy start date | 2010-01-01 | | Insurance policy end date | 2010-12-31 | | Total amount of commissions paid to insurance broker | USD $1,330 | | Total amount of fees paid to insurance company | USD $0 | | 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 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 | | Commission paid to Insurance Broker | USD $798 | | Insurance broker organization code? | 3 | | Insurance broker name | ROBERT WHITE |
|
