WALLIS-WILBANKS FUNERAL HOME, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan WALLIS-WILBANKS 401(K) RETIREMENT PLAN
| Measure | Date | Value |
|---|
| 2018: WALLIS-WILBANKS 401(K) RETIREMENT PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 2 |
| Total of all active and inactive participants | 2018-01-01 | 2 |
| Total participants | 2018-01-01 | 2 |
| Number of participants with account balances | 2018-01-01 | 2 |
| 2017: WALLIS-WILBANKS 401(K) RETIREMENT PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 3 |
| Total of all active and inactive participants | 2017-01-01 | 3 |
| Total participants | 2017-01-01 | 3 |
| Number of participants with account balances | 2017-01-01 | 3 |
| 2016: WALLIS-WILBANKS 401(K) RETIREMENT PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 1 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 2 |
| Total of all active and inactive participants | 2016-01-01 | 2 |
| Total participants | 2016-01-01 | 2 |
| Number of participants with account balances | 2016-01-01 | 2 |
| 2015: WALLIS-WILBANKS 401(K) RETIREMENT PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 4 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 1 |
| Total of all active and inactive participants | 2015-01-01 | 1 |
| Total participants | 2015-01-01 | 1 |
| Number of participants with account balances | 2015-01-01 | 1 |
| 2014: WALLIS-WILBANKS 401(K) RETIREMENT PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 4 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 4 |
| Total of all active and inactive participants | 2014-01-01 | 4 |
| Total participants | 2014-01-01 | 4 |
| Number of participants with account balances | 2014-01-01 | 4 |
| 2013: WALLIS-WILBANKS 401(K) RETIREMENT PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 4 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 4 |
| Total of all active and inactive participants | 2013-01-01 | 4 |
| Total participants | 2013-01-01 | 4 |
| Number of participants with account balances | 2013-01-01 | 4 |
| 2012: WALLIS-WILBANKS 401(K) RETIREMENT PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 4 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 4 |
| Total of all active and inactive participants | 2012-01-01 | 4 |
| Total participants | 2012-01-01 | 4 |
| Number of participants with account balances | 2012-01-01 | 4 |
| 2011: WALLIS-WILBANKS 401(K) RETIREMENT PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 4 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 4 |
| Total of all active and inactive participants | 2011-01-01 | 4 |
| Total participants | 2011-01-01 | 4 |
| Number of participants with account balances | 2011-01-01 | 4 |
| 2010: WALLIS-WILBANKS 401(K) RETIREMENT PLAN 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-01-01 | 5 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 4 |
| Total of all active and inactive participants | 2010-01-01 | 4 |
| Total participants | 2010-01-01 | 4 |
| Number of participants with account balances | 2010-01-01 | 4 |
| 2009: WALLIS-WILBANKS 401(K) RETIREMENT PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 5 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 5 |
| Total of all active and inactive participants | 2009-01-01 | 5 |
| Total participants | 2009-01-01 | 5 |
| Number of participants with account balances | 2009-01-01 | 5 |
| Measure | Date | Value |
|---|
| 2018 : WALLIS-WILBANKS 401(K) RETIREMENT PLAN 2018 401k financial data |
|---|
| Total income from all sources | 2018-12-31 | $57,363 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $21,156 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $19,510 |
| Total plan assets at end of year | 2018-12-31 | $227,825 |
| Total plan assets at beginning of year | 2018-12-31 | $191,618 |
| Value of fidelity bond covering the plan | 2018-12-31 | $100,000 |
| Total contributions received or receivable from participants | 2018-12-31 | $37,000 |
| Other income received | 2018-12-31 | $-11,687 |
| Net income (gross income less expenses) | 2018-12-31 | $36,207 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $227,825 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $191,618 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $32,050 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $1,646 |
| 2017 : WALLIS-WILBANKS 401(K) RETIREMENT PLAN 2017 401k financial data |
|---|
| Total income from all sources | 2017-12-31 | $102,094 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $863 |
| Total plan assets at end of year | 2017-12-31 | $191,618 |
| Total plan assets at beginning of year | 2017-12-31 | $90,387 |
| Value of fidelity bond covering the plan | 2017-12-31 | $100,000 |
| Total contributions received or receivable from participants | 2017-12-31 | $38,600 |
| Other income received | 2017-12-31 | $15,149 |
| Net income (gross income less expenses) | 2017-12-31 | $101,231 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $191,618 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $90,387 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $48,345 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $863 |
| 2016 : WALLIS-WILBANKS 401(K) RETIREMENT PLAN 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $52,578 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $2,576 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $2,152 |
| Total plan assets at end of year | 2016-12-31 | $90,387 |
| Total plan assets at beginning of year | 2016-12-31 | $40,385 |
| Value of fidelity bond covering the plan | 2016-12-31 | $100,000 |
| Total contributions received or receivable from participants | 2016-12-31 | $18,700 |
| Other income received | 2016-12-31 | $3,563 |
| Net income (gross income less expenses) | 2016-12-31 | $50,002 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $90,387 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $40,385 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $30,315 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $424 |
| 2015 : WALLIS-WILBANKS 401(K) RETIREMENT PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $21,036 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $736,182 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $734,149 |
| Total plan assets at end of year | 2015-12-31 | $40,385 |
| Total plan assets at beginning of year | 2015-12-31 | $755,531 |
| Value of fidelity bond covering the plan | 2015-12-31 | $100,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $10,840 |
| Other income received | 2015-12-31 | $6,463 |
| Net income (gross income less expenses) | 2015-12-31 | $-715,146 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $40,385 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $755,531 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $3,733 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $2,033 |
| 2014 : WALLIS-WILBANKS 401(K) RETIREMENT PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $120,606 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $17,800 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $17,800 |
| Total plan assets at end of year | 2014-12-31 | $755,531 |
| Total plan assets at beginning of year | 2014-12-31 | $652,725 |
| Value of fidelity bond covering the plan | 2014-12-31 | $100,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $43,844 |
| Other income received | 2014-12-31 | $35,848 |
| Net income (gross income less expenses) | 2014-12-31 | $102,806 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $755,531 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $652,725 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $40,914 |
| 2013 : WALLIS-WILBANKS 401(K) RETIREMENT PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $127,849 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $14,186 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $14,186 |
| Total plan assets at end of year | 2013-12-31 | $652,725 |
| Total plan assets at beginning of year | 2013-12-31 | $539,062 |
| Value of fidelity bond covering the plan | 2013-12-31 | $100,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $42,688 |
| Other income received | 2013-12-31 | $45,730 |
| Net income (gross income less expenses) | 2013-12-31 | $113,663 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $652,725 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $539,062 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $39,431 |
| 2012 : WALLIS-WILBANKS 401(K) RETIREMENT PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $127,150 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $18,559 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $18,559 |
| Total plan assets at end of year | 2012-12-31 | $539,062 |
| Total plan assets at beginning of year | 2012-12-31 | $430,471 |
| Value of fidelity bond covering the plan | 2012-12-31 | $25,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $41,200 |
| Other income received | 2012-12-31 | $47,200 |
| Net income (gross income less expenses) | 2012-12-31 | $108,591 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $539,062 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $430,471 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $38,750 |
| 2011 : WALLIS-WILBANKS 401(K) RETIREMENT PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $70,637 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $2,045 |
| Total plan assets at end of year | 2011-12-31 | $430,471 |
| Total plan assets at beginning of year | 2011-12-31 | $361,879 |
| Value of fidelity bond covering the plan | 2011-12-31 | $25,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $40,552 |
| Other income received | 2011-12-31 | $-8,635 |
| Net income (gross income less expenses) | 2011-12-31 | $68,592 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $430,471 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $361,879 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $38,720 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $2,045 |
| 2010 : WALLIS-WILBANKS 401(K) RETIREMENT PLAN 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $136,210 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $11,465 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $8,499 |
| Total plan assets at end of year | 2010-12-31 | $361,879 |
| Total plan assets at beginning of year | 2010-12-31 | $237,134 |
| Value of fidelity bond covering the plan | 2010-12-31 | $25,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $39,620 |
| Other income received | 2010-12-31 | $58,573 |
| Net income (gross income less expenses) | 2010-12-31 | $124,745 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $361,879 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $237,134 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $38,017 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $2,966 |
| 2018: WALLIS-WILBANKS 401(K) 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: WALLIS-WILBANKS 401(K) 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: WALLIS-WILBANKS 401(K) 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: WALLIS-WILBANKS 401(K) 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: WALLIS-WILBANKS 401(K) 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: WALLIS-WILBANKS 401(K) 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: WALLIS-WILBANKS 401(K) 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: WALLIS-WILBANKS 401(K) 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: WALLIS-WILBANKS 401(K) 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: WALLIS-WILBANKS 401(K) RETIREMENT PLAN 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | Yes |
| 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 | 944480-01 |
| Policy instance | 1 |
| Insurance contract or identification number | 944480-01 | | 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 | 944480-01 |
| Policy instance | 1 |
| Insurance contract or identification number | 944480-01 | | 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 | 944480-01 |
| Policy instance | 1 |
| Insurance contract or identification number | 944480-01 | | 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 | | Commission paid to Insurance Broker | USD $0 | | 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 | 944480-01 |
| Policy instance | 1 |
| Insurance contract or identification number | 944480-01 | | Number of Individuals Covered | 4 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Total amount of commissions paid to insurance broker | USD $3,182 | | 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 $2,252 | | 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 | 944480-01 |
| Policy instance | 1 |
| Insurance contract or identification number | 944480-01 | | Number of Individuals Covered | 4 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | Total amount of commissions paid to insurance broker | USD $2,628 | | 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 $2,628 | | 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 | 944480-01 |
| Policy instance | 1 |
| Insurance contract or identification number | 944480-01 | | Number of Individuals Covered | 4 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Total amount of commissions paid to insurance broker | USD $1,854 | | 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 $1,421 | | 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 | 641487 |
| Policy instance | 1 |
| Insurance contract or identification number | 641487 | | Number of Individuals Covered | 0 | | Insurance policy end date | 2011-12-31 | | Total amount of commissions paid to insurance broker | USD $608 | | 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 | 944480-01 |
| Policy instance | 2 |
| Insurance contract or identification number | 944480-01 | | Number of Individuals Covered | 4 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | Total amount of commissions paid to insurance broker | USD $2,550 | | 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 contracts of type 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 | 641487 |
| Policy instance | 1 |
| Insurance contract or identification number | 641487 | | Number of Individuals Covered | 4 | | Insurance policy end date | 2010-12-31 | | Total amount of commissions paid to insurance broker | USD $726 | | 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 $363 | | Insurance broker organization code? | 3 | | Insurance broker name | JAMES IZETT |
|
