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MCMILLIAN ASSOCIATES DEFINED BENEFIT PLAN 401k Plan overview

Plan NameMCMILLIAN ASSOCIATES DEFINED BENEFIT PLAN
Plan identification number 001

MCMILLIAN ASSOCIATES DEFINED BENEFIT PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Benefits are primarily flat dollar (includes dollars per year of service)
  • 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.
  • Life insurance

401k Sponsoring company profile

MCMILLIAN & ASSOCIATES has sponsored the creation of one or more 401k plans.

Company Name:MCMILLIAN & ASSOCIATES
Employer identification number (EIN):582577306
NAIC Classification:541990
NAIC Description:All Other Professional, Scientific, and Technical Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MCMILLIAN ASSOCIATES DEFINED BENEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-12-31SHANE MCMILLIAN2024-10-09
0012021-12-31SHANE MCMILLIAN2023-07-31
0012020-12-31SHANE MCMILLIAN2022-06-22
0012019-12-31SHANE MCMILLIAN2021-10-07
0012018-12-31SHANE MCMILLIAN2020-07-24
0012017-12-31SHANE MCMILLIAN2019-07-29
0012016-12-31SHANE MCMILLIAN2018-10-03
0012015-12-31GAYLE MCMILLIAN2017-07-26
0012014-12-31GAYLE MCMILLIAN2016-07-20
0012013-12-31GAYLE MCMILLIAN2015-09-15
0012012-12-31GAYLE MCMILLIAN2015-03-03
0012011-12-31GAYLE MCMILLIAN2013-10-16 GAYLE MCMILLIAN2013-10-16
0012010-12-31GAYLE MCMILLIAN
0012009-12-31GAIL MCMILLIAN
0012008-12-31

Plan Statistics for MCMILLIAN ASSOCIATES DEFINED BENEFIT PLAN

401k plan membership statisitcs for MCMILLIAN ASSOCIATES DEFINED BENEFIT PLAN

Measure Date Value
2023: MCMILLIAN ASSOCIATES DEFINED BENEFIT PLAN 2023 401k membership
Market value of plan assets2023-12-301,580,229
Acturial value of plan assets2023-12-301,580,229
Funding target for retired participants and beneficiaries receiving payment2023-12-300
Number of terminated vested participants2023-12-308
Fundng target for terminated vested participants2023-12-30192,455
Active participant vested funding target2023-12-301,339,932
Number of active participants2023-12-3010
Total funding liabilities for active participants2023-12-301,370,874
Total participant count2023-12-3018
Total funding target for all participants2023-12-301,563,329
Balance at beginning of prior year after applicable adjustments2023-12-300
Prefunding balance at beginning of prior year after applicable adjustments2023-12-300
Amount remaining of carryover balance2023-12-300
Amount remaining of prefunding balance2023-12-300
Present value of excess contributions2023-12-300
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2023-12-300
Reductions in caryover balances due to elections or deemed elections2023-12-300
Reductions in prefunding balances due to elections or deemed elections2023-12-300
Balance of carryovers at beginning of current year2023-12-300
Balance of prefunding at beginning of current year2023-12-300
Total employer contributions2023-12-30164,849
Total employee contributions2023-12-300
Contributions allocated toward unpaid minimum require contributions from prior years2023-12-300
Contributions made to avoid restrictions adjusted to valuation date2023-12-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2023-12-30159,439
Unpaid minimum required contributions for all prior years2023-12-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2023-12-300
Remaining amount of unpaid minimum required contributions2023-12-300
Minimum required contributions for current year target normal cost2023-12-3084,328
Net shortfall amortization installment of oustanding balance2023-12-300
Waiver amortization installment2023-12-300
Total funding amount beforereflecting carryover/prefunding balances2023-12-3067,428
Carryover balance elected to use to offset funding requirement2023-12-300
Prefunding balance elected to use to offset funding requirement2023-12-300
Additional cash requirement2023-12-3067,428
Contributions allocatedtoward minimum required contributions for current year2023-12-30159,439
Unpaid minimum required contributions for current year2023-12-300
Unpaid minimum required contributions for all years2023-12-300
2022: MCMILLIAN ASSOCIATES DEFINED BENEFIT PLAN 2022 401k membership
Market value of plan assets2022-12-301,334,723
Acturial value of plan assets2022-12-301,334,723
Funding target for retired participants and beneficiaries receiving payment2022-12-300
Number of terminated vested participants2022-12-307
Fundng target for terminated vested participants2022-12-30127,819
Active participant vested funding target2022-12-301,307,678
Number of active participants2022-12-3012
Total funding liabilities for active participants2022-12-301,327,627
Total participant count2022-12-3019
Total funding target for all participants2022-12-301,455,446
Balance at beginning of prior year after applicable adjustments2022-12-300
Prefunding balance at beginning of prior year after applicable adjustments2022-12-300
Amount remaining of carryover balance2022-12-300
Amount remaining of prefunding balance2022-12-300
Present value of excess contributions2022-12-300
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-300
Reductions in caryover balances due to elections or deemed elections2022-12-300
Reductions in prefunding balances due to elections or deemed elections2022-12-300
Balance of carryovers at beginning of current year2022-12-300
Balance of prefunding at beginning of current year2022-12-300
Total employer contributions2022-12-30273,412
Total employee contributions2022-12-300
Contributions allocated toward unpaid minimum require contributions from prior years2022-12-300
Contributions made to avoid restrictions adjusted to valuation date2022-12-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-12-30265,737
Unpaid minimum required contributions for all prior years2022-12-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-12-300
Remaining amount of unpaid minimum required contributions2022-12-300
Minimum required contributions for current year target normal cost2022-12-30103,699
Net shortfall amortization installment of oustanding balance2022-12-30120,723
Waiver amortization installment2022-12-300
Total funding amount beforereflecting carryover/prefunding balances2022-12-30130,152
Additional cash requirement2022-12-30130,152
Contributions allocatedtoward minimum required contributions for current year2022-12-30265,737
Unpaid minimum required contributions for current year2022-12-300
Unpaid minimum required contributions for all years2022-12-300
2021: MCMILLIAN ASSOCIATES DEFINED BENEFIT PLAN 2021 401k membership
Market value of plan assets2021-12-301,208,294
Acturial value of plan assets2021-12-301,208,294
Funding target for retired participants and beneficiaries receiving payment2021-12-300
Number of terminated vested participants2021-12-307
Fundng target for terminated vested participants2021-12-30100,118
Active participant vested funding target2021-12-301,316,472
Number of active participants2021-12-3013
Total funding liabilities for active participants2021-12-301,355,346
Total participant count2021-12-3020
Total funding target for all participants2021-12-301,455,464
Balance at beginning of prior year after applicable adjustments2021-12-300
Prefunding balance at beginning of prior year after applicable adjustments2021-12-300
Amount remaining of carryover balance2021-12-300
Amount remaining of prefunding balance2021-12-300
Present value of excess contributions2021-12-300
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-300
Reductions in caryover balances due to elections or deemed elections2021-12-300
Reductions in prefunding balances due to elections or deemed elections2021-12-300
Balance of carryovers at beginning of current year2021-12-300
Balance of prefunding at beginning of current year2021-12-300
Total employer contributions2021-12-30259,135
Total employee contributions2021-12-300
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-300
Contributions made to avoid restrictions adjusted to valuation date2021-12-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-30250,525
Unpaid minimum required contributions for all prior years2021-12-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-12-300
Remaining amount of unpaid minimum required contributions2021-12-300
Minimum required contributions for current year target normal cost2021-12-3098,120
Net shortfall amortization installment of oustanding balance2021-12-30247,170
Waiver amortization installment2021-12-300
Total funding amount beforereflecting carryover/prefunding balances2021-12-30142,195
Carryover balance elected to use to offset funding requirement2021-12-300
Prefunding balance elected to use to offset funding requirement2021-12-300
Additional cash requirement2021-12-30142,195
Contributions allocatedtoward minimum required contributions for current year2021-12-30250,525
Unpaid minimum required contributions for current year2021-12-300
Unpaid minimum required contributions for all years2021-12-300
2020: MCMILLIAN ASSOCIATES DEFINED BENEFIT PLAN 2020 401k membership
Market value of plan assets2020-12-301,209,692
Acturial value of plan assets2020-12-301,209,692
Funding target for retired participants and beneficiaries receiving payment2020-12-300
Number of terminated vested participants2020-12-305
Fundng target for terminated vested participants2020-12-3079,230
Active participant vested funding target2020-12-301,095,936
Number of active participants2020-12-3014
Total funding liabilities for active participants2020-12-301,145,630
Total participant count2020-12-3019
Total funding target for all participants2020-12-301,224,860
Balance at beginning of prior year after applicable adjustments2020-12-300
Prefunding balance at beginning of prior year after applicable adjustments2020-12-300
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-300
Prefunding balanced used to offset prior years funding requirement2020-12-300
Amount remaining of carryover balance2020-12-300
Amount remaining of prefunding balance2020-12-300
Present value of excess contributions2020-12-3066,497
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-3070,407
Reductions in caryover balances due to elections or deemed elections2020-12-300
Reductions in prefunding balances due to elections or deemed elections2020-12-300
Balance of carryovers at beginning of current year2020-12-300
Balance of prefunding at beginning of current year2020-12-300
Total employer contributions2020-12-30245,078
Total employee contributions2020-12-300
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-300
Contributions made to avoid restrictions adjusted to valuation date2020-12-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-30237,534
Unpaid minimum required contributions for all prior years2020-12-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-300
Remaining amount of unpaid minimum required contributions2020-12-300
Minimum required contributions for current year target normal cost2020-12-30140,859
Net shortfall amortization installment of oustanding balance2020-12-3015,168
Waiver amortization installment2020-12-300
Total funding amount beforereflecting carryover/prefunding balances2020-12-30146,508
Carryover balance elected to use to offset funding requirement2020-12-300
Prefunding balance elected to use to offset funding requirement2020-12-300
Additional cash requirement2020-12-30146,508
Contributions allocatedtoward minimum required contributions for current year2020-12-30237,534
Unpaid minimum required contributions for current year2020-12-300
Unpaid minimum required contributions for all years2020-12-300
2019: MCMILLIAN ASSOCIATES DEFINED BENEFIT PLAN 2019 401k membership
Market value of plan assets2019-12-30848,749
Acturial value of plan assets2019-12-30848,749
Funding target for retired participants and beneficiaries receiving payment2019-12-300
Number of terminated vested participants2019-12-306
Fundng target for terminated vested participants2019-12-3062,779
Active participant vested funding target2019-12-30923,368
Number of active participants2019-12-3011
Total funding liabilities for active participants2019-12-30950,063
Total participant count2019-12-3017
Total funding target for all participants2019-12-301,012,842
Balance at beginning of prior year after applicable adjustments2019-12-300
Prefunding balance at beginning of prior year after applicable adjustments2019-12-300
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-300
Prefunding balanced used to offset prior years funding requirement2019-12-300
Amount remaining of carryover balance2019-12-300
Amount remaining of prefunding balance2019-12-300
Present value of excess contributions2019-12-300
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-300
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-300
Reductions in caryover balances due to elections or deemed elections2019-12-300
Reductions in prefunding balances due to elections or deemed elections2019-12-300
Balance of carryovers at beginning of current year2019-12-300
Balance of prefunding at beginning of current year2019-12-300
Total employer contributions2019-12-30261,375
Total employee contributions2019-12-300
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-300
Contributions made to avoid restrictions adjusted to valuation date2019-12-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-30253,477
Unpaid minimum required contributions for all prior years2019-12-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-300
Remaining amount of unpaid minimum required contributions2019-12-300
Minimum required contributions for current year target normal cost2019-12-30160,192
Net shortfall amortization installment of oustanding balance2019-12-30164,093
Waiver amortization installment2019-12-300
Total funding amount beforereflecting carryover/prefunding balances2019-12-30186,980
Additional cash requirement2019-12-30186,980
Contributions allocatedtoward minimum required contributions for current year2019-12-30253,477
Unpaid minimum required contributions for current year2019-12-300
Unpaid minimum required contributions for all years2019-12-300
2018: MCMILLIAN ASSOCIATES DEFINED BENEFIT PLAN 2018 401k membership
Market value of plan assets2018-12-30797,637
Acturial value of plan assets2018-12-30797,637
Funding target for retired participants and beneficiaries receiving payment2018-12-300
Number of terminated vested participants2018-12-304
Fundng target for terminated vested participants2018-12-3022,059
Active participant vested funding target2018-12-30718,391
Number of active participants2018-12-3013
Total funding liabilities for active participants2018-12-30759,872
Total participant count2018-12-3017
Total funding target for all participants2018-12-30781,931
Balance at beginning of prior year after applicable adjustments2018-12-300
Prefunding balance at beginning of prior year after applicable adjustments2018-12-300
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-300
Prefunding balanced used to offset prior years funding requirement2018-12-300
Amount remaining of carryover balance2018-12-300
Amount remaining of prefunding balance2018-12-300
Present value of excess contributions2018-12-30137,400
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-30146,001
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-300
Reductions in caryover balances due to elections or deemed elections2018-12-300
Reductions in prefunding balances due to elections or deemed elections2018-12-300
Balance of carryovers at beginning of current year2018-12-300
Balance of prefunding at beginning of current year2018-12-300
Total employer contributions2018-12-30216,386
Total employee contributions2018-12-300
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-300
Contributions made to avoid restrictions adjusted to valuation date2018-12-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-30209,382
Unpaid minimum required contributions for all prior years2018-12-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-300
Remaining amount of unpaid minimum required contributions2018-12-300
Minimum required contributions for current year target normal cost2018-12-30126,662
Net shortfall amortization installment of oustanding balance2018-12-300
Waiver amortization installment2018-12-300
Total funding amount beforereflecting carryover/prefunding balances2018-12-30110,956
Carryover balance elected to use to offset funding requirement2018-12-300
Prefunding balance elected to use to offset funding requirement2018-12-300
Additional cash requirement2018-12-30110,956
Contributions allocatedtoward minimum required contributions for current year2018-12-30209,382
Unpaid minimum required contributions for current year2018-12-300
Unpaid minimum required contributions for all years2018-12-300
2017: MCMILLIAN ASSOCIATES DEFINED BENEFIT PLAN 2017 401k membership
Market value of plan assets2017-12-30658,337
Acturial value of plan assets2017-12-30658,337
Funding target for retired participants and beneficiaries receiving payment2017-12-300
Number of terminated vested participants2017-12-300
Fundng target for terminated vested participants2017-12-300
Active participant vested funding target2017-12-30530,884
Number of active participants2017-12-3015
Total funding liabilities for active participants2017-12-30575,194
Total participant count2017-12-3015
Total funding target for all participants2017-12-30575,194
Balance at beginning of prior year after applicable adjustments2017-12-300
Prefunding balance at beginning of prior year after applicable adjustments2017-12-300
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-300
Prefunding balanced used to offset prior years funding requirement2017-12-300
Amount remaining of carryover balance2017-12-300
Amount remaining of prefunding balance2017-12-300
Present value of excess contributions2017-12-3095,804
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-30101,983
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-300
Reductions in caryover balances due to elections or deemed elections2017-12-300
Reductions in prefunding balances due to elections or deemed elections2017-12-300
Balance of carryovers at beginning of current year2017-12-300
Balance of prefunding at beginning of current year2017-12-300
Total employer contributions2017-12-30164,604
Total employee contributions2017-12-300
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-300
Contributions made to avoid restrictions adjusted to valuation date2017-12-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-30159,672
Unpaid minimum required contributions for all prior years2017-12-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-300
Remaining amount of unpaid minimum required contributions2017-12-300
Minimum required contributions for current year target normal cost2017-12-30105,415
Net shortfall amortization installment of oustanding balance2017-12-300
Waiver amortization installment2017-12-300
Total funding amount beforereflecting carryover/prefunding balances2017-12-3022,272
Carryover balance elected to use to offset funding requirement2017-12-300
Prefunding balance elected to use to offset funding requirement2017-12-300
Additional cash requirement2017-12-3022,272
Contributions allocatedtoward minimum required contributions for current year2017-12-30159,672
Unpaid minimum required contributions for current year2017-12-300
Unpaid minimum required contributions for all years2017-12-300
2010: MCMILLIAN ASSOCIATES DEFINED BENEFIT PLAN 2010 401k membership
Total participants, beginning-of-year2010-12-316
Total number of active participants reported on line 7a of the Form 55002010-12-316
Number of retired or separated participants receiving benefits2010-12-310
Number of other retired or separated participants entitled to future benefits2010-12-310
Total of all active and inactive participants2010-12-316
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-12-310
Total participants2010-12-316
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-12-310
2009: MCMILLIAN ASSOCIATES DEFINED BENEFIT PLAN 2009 401k membership
Total participants, beginning-of-year2009-12-315
Total number of active participants reported on line 7a of the Form 55002009-12-315
Number of retired or separated participants receiving benefits2009-12-310
Number of other retired or separated participants entitled to future benefits2009-12-310
Total of all active and inactive participants2009-12-315
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-12-310
Total participants2009-12-315
Number of participants with account balances2009-12-310
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-12-310

Financial Data on MCMILLIAN ASSOCIATES DEFINED BENEFIT PLAN

Measure Date Value
2011 : MCMILLIAN ASSOCIATES DEFINED BENEFIT PLAN 2011 401k financial data
Total plan liabilities at end of year2011-12-30$0
Total plan liabilities at beginning of year2011-12-30$0
Total income from all sources2011-12-30$67,083
Expenses. Total of all expenses incurred2011-12-30$0
Benefits paid (including direct rollovers)2011-12-30$0
Total plan assets at end of year2011-12-30$559,922
Total plan assets at beginning of year2011-12-30$492,839
Total contributions received or receivable from participants2011-12-30$0
Expenses. Other expenses not covered elsewhere2011-12-30$0
Contributions received from other sources (not participants or employers)2011-12-30$0
Other income received2011-12-30$4,440
Noncash contributions received2011-12-30$0
Net income (gross income less expenses)2011-12-30$67,083
Net plan assets at end of year (total assets less liabilities)2011-12-30$559,922
Net plan assets at beginning of year (total assets less liabilities)2011-12-30$492,839
Total contributions received or receivable from employer(s)2011-12-30$62,643
Value of certain deemed distributions of participant loans2011-12-30$0
Value of corrective distributions2011-12-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-30$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-30$0
2010 : MCMILLIAN ASSOCIATES DEFINED BENEFIT PLAN 2010 401k financial data
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2010-12-300
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-30$0

Form 5500 Responses for MCMILLIAN ASSOCIATES DEFINED BENEFIT PLAN

2010: MCMILLIAN ASSOCIATES DEFINED BENEFIT PLAN 2010 form 5500 responses
2010-12-31Type of plan entitySingle employer plan
2010-12-31Submission has been amendedNo
2010-12-31This submission is the final filingNo
2010-12-31This return/report is a short plan year return/report (less than 12 months)No
2010-12-31Plan is a collectively bargained planNo
2010-12-31Plan funding arrangement – InsuranceYes
2010-12-31Plan funding arrangement – TrustYes
2010-12-31Plan benefit arrangement – InsuranceYes
2010-12-31Plan benefit arrangement - TrustYes
2009: MCMILLIAN ASSOCIATES DEFINED BENEFIT PLAN 2009 form 5500 responses
2009-12-31Type of plan entitySingle employer plan
2009-12-31Submission has been amendedNo
2009-12-31This submission is the final filingNo
2009-12-31This return/report is a short plan year return/report (less than 12 months)No
2009-12-31Plan is a collectively bargained planNo
2009-12-31Plan funding arrangement – InsuranceYes
2009-12-31Plan funding arrangement – TrustYes
2009-12-31Plan benefit arrangement – InsuranceYes
2009-12-31Plan benefit arrangement - TrustYes
2008: MCMILLIAN ASSOCIATES DEFINED BENEFIT PLAN 2008 form 5500 responses
2008-12-31Type of plan entitySingle employer plan
2008-12-31Submission has been amendedNo
2008-12-31This submission is the final filingNo
2008-12-31This return/report is a short plan year return/report (less than 12 months)No
2008-12-31Plan is a collectively bargained planNo

Insurance Providers Used on plan

NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66680 )
Policy contract number0339670
Policy instance 1
Insurance contract or identification number0339670
Number of Individuals Covered6
Insurance policy start date2010-12-31
Insurance policy end date2011-12-30
Total amount of commissions paid to insurance brokerUSD $4,069
Total amount of fees paid to insurance companyUSD $855
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 BenefitYes
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
LIFE INSURANCE COMPANY OF THE SOUTHWEST (National Association of Insurance Commissioners NAIC id number: 65528 )
Policy contract number0339670
Policy instance 2
Insurance contract or identification number0339670
Number of Individuals Covered6
Insurance policy start date2010-12-31
Insurance policy end date2011-12-30
Total amount of commissions paid to insurance brokerUSD $867
Total amount of fees paid to insurance companyUSD $4
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 BenefitYes
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

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