CARLSON MEISSNER HART & HAYSLETT, PA has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan CARLSON MEISSNER HART & HAYSLETT, PA 401(K) PROFIT SHARING PLAN & TRUST
401k plan membership statisitcs for CARLSON MEISSNER HART & HAYSLETT, PA 401(K) PROFIT SHARING PLAN & TRUST
Measure | Date | Value |
---|
2022: CARLSON MEISSNER HART & HAYSLETT, PA 401(K) PROFIT SHARING PLAN & TRUST 2022 401k membership |
---|
Total participants, beginning-of-year | 2022-01-01 | 43 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 41 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 6 |
Total of all active and inactive participants | 2022-01-01 | 47 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 47 |
Number of participants with account balances | 2022-01-01 | 25 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
2021: CARLSON MEISSNER HART & HAYSLETT, PA 401(K) PROFIT SHARING PLAN & TRUST 2021 401k membership |
---|
Total participants, beginning-of-year | 2021-01-01 | 40 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 38 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 5 |
Total of all active and inactive participants | 2021-01-01 | 43 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 43 |
Number of participants with account balances | 2021-01-01 | 26 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: CARLSON MEISSNER HART & HAYSLETT, PA 401(K) PROFIT SHARING PLAN & TRUST 2020 401k membership |
---|
Total participants, beginning-of-year | 2020-01-01 | 38 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 36 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 4 |
Total of all active and inactive participants | 2020-01-01 | 40 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 40 |
Number of participants with account balances | 2020-01-01 | 26 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: CARLSON MEISSNER HART & HAYSLETT, PA 401(K) PROFIT SHARING PLAN & TRUST 2019 401k membership |
---|
Total participants, beginning-of-year | 2019-01-01 | 43 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 37 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 4 |
Total of all active and inactive participants | 2019-01-01 | 41 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 41 |
Number of participants with account balances | 2019-01-01 | 25 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: CARLSON MEISSNER HART & HAYSLETT, PA 401(K) PROFIT SHARING PLAN & TRUST 2018 401k membership |
---|
Total participants, beginning-of-year | 2018-01-01 | 42 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 39 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 4 |
Total of all active and inactive participants | 2018-01-01 | 43 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 43 |
Number of participants with account balances | 2018-01-01 | 26 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2011: CARLSON MEISSNER HART & HAYSLETT, PA 401(K) PROFIT SHARING PLAN & TRUST 2011 401k membership |
---|
Total participants, beginning-of-year | 2011-01-01 | 43 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 41 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 21 |
Total of all active and inactive participants | 2011-01-01 | 62 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 62 |
Number of participants with account balances | 2011-01-01 | 65 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 1 |
Measure | Date | Value |
---|
2022 : CARLSON MEISSNER HART & HAYSLETT, PA 401(K) PROFIT SHARING PLAN & TRUST 2022 401k financial data |
---|
Total income from all sources | 2022-12-31 | $-241,291 |
Expenses. Total of all expenses incurred | 2022-12-31 | $216,043 |
Benefits paid (including direct rollovers) | 2022-12-31 | $63,820 |
Total plan assets at end of year | 2022-12-31 | $4,681,788 |
Total plan assets at beginning of year | 2022-12-31 | $5,139,122 |
Value of fidelity bond covering the plan | 2022-12-31 | $500,000 |
Total contributions received or receivable from participants | 2022-12-31 | $114,680 |
Expenses. Other expenses not covered elsewhere | 2022-12-31 | $71,286 |
Other income received | 2022-12-31 | $-355,971 |
Net income (gross income less expenses) | 2022-12-31 | $-457,334 |
Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $4,681,788 |
Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $5,139,122 |
Assets. Value of participant loans | 2022-12-31 | $16,034 |
Assets. Value of real-estate (other than employer real property) | 2022-12-31 | $922,249 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $80,937 |
2021 : CARLSON MEISSNER HART & HAYSLETT, PA 401(K) PROFIT SHARING PLAN & TRUST 2021 401k financial data |
---|
Total income from all sources | 2021-12-31 | $763,924 |
Expenses. Total of all expenses incurred | 2021-12-31 | $320,125 |
Benefits paid (including direct rollovers) | 2021-12-31 | $181,337 |
Total plan assets at end of year | 2021-12-31 | $5,139,122 |
Total plan assets at beginning of year | 2021-12-31 | $4,695,323 |
Value of fidelity bond covering the plan | 2021-12-31 | $500,000 |
Total contributions received or receivable from participants | 2021-12-31 | $114,042 |
Other income received | 2021-12-31 | $649,882 |
Net income (gross income less expenses) | 2021-12-31 | $443,799 |
Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $5,139,122 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $4,695,323 |
Assets. Value of participant loans | 2021-12-31 | $17,396 |
Assets. Value of real-estate (other than employer real property) | 2021-12-31 | $804,069 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $138,788 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
2020 : CARLSON MEISSNER HART & HAYSLETT, PA 401(K) PROFIT SHARING PLAN & TRUST 2020 401k financial data |
---|
Total income from all sources | 2020-12-31 | $541,529 |
Expenses. Total of all expenses incurred | 2020-12-31 | $80,331 |
Benefits paid (including direct rollovers) | 2020-12-31 | $32,308 |
Total plan assets at end of year | 2020-12-31 | $4,695,323 |
Total plan assets at beginning of year | 2020-12-31 | $4,234,125 |
Value of fidelity bond covering the plan | 2020-12-31 | $500,000 |
Total contributions received or receivable from participants | 2020-12-31 | $100,697 |
Other income received | 2020-12-31 | $440,832 |
Net income (gross income less expenses) | 2020-12-31 | $461,198 |
Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $4,695,323 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $4,234,125 |
Assets. Value of participant loans | 2020-12-31 | $9,783 |
Assets. Value of real-estate (other than employer real property) | 2020-12-31 | $727,210 |
Value of corrective distributions | 2020-12-31 | $294 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $47,729 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
2019 : CARLSON MEISSNER HART & HAYSLETT, PA 401(K) PROFIT SHARING PLAN & TRUST 2019 401k financial data |
---|
Total income from all sources | 2019-12-31 | $688,985 |
Expenses. Total of all expenses incurred | 2019-12-31 | $97,684 |
Benefits paid (including direct rollovers) | 2019-12-31 | $53,703 |
Total plan assets at end of year | 2019-12-31 | $4,234,125 |
Total plan assets at beginning of year | 2019-12-31 | $3,642,824 |
Value of fidelity bond covering the plan | 2019-12-31 | $500,000 |
Total contributions received or receivable from participants | 2019-12-31 | $108,030 |
Other income received | 2019-12-31 | $580,955 |
Net income (gross income less expenses) | 2019-12-31 | $591,301 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $4,234,125 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $3,642,824 |
Assets. Value of participant loans | 2019-12-31 | $16,280 |
Assets. Value of real-estate (other than employer real property) | 2019-12-31 | $414,240 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $43,981 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
2018 : CARLSON MEISSNER HART & HAYSLETT, PA 401(K) PROFIT SHARING PLAN & TRUST 2018 401k financial data |
---|
Total income from all sources | 2018-12-31 | $416,452 |
Expenses. Total of all expenses incurred | 2018-12-31 | $565,196 |
Benefits paid (including direct rollovers) | 2018-12-31 | $507,287 |
Total plan assets at end of year | 2018-12-31 | $3,642,824 |
Total plan assets at beginning of year | 2018-12-31 | $3,791,568 |
Value of fidelity bond covering the plan | 2018-12-31 | $500,000 |
Total contributions received or receivable from participants | 2018-12-31 | $109,105 |
Contributions received from other sources (not participants or employers) | 2018-12-31 | $442,487 |
Other income received | 2018-12-31 | $-135,140 |
Net income (gross income less expenses) | 2018-12-31 | $-148,744 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $3,642,824 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $3,791,568 |
Assets. Value of participant loans | 2018-12-31 | $24,133 |
Assets. Value of real-estate (other than employer real property) | 2018-12-31 | $316,960 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $57,909 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
2011 : CARLSON MEISSNER HART & HAYSLETT, PA 401(K) PROFIT SHARING PLAN & TRUST 2011 401k financial data |
---|
Transfers to/from the plan | 2011-12-31 | $0 |
Total plan liabilities at end of year | 2011-12-31 | $0 |
Total plan liabilities at beginning of year | 2011-12-31 | $0 |
Total income from all sources | 2011-12-31 | $2,663,666 |
Expenses. Total of all expenses incurred | 2011-12-31 | $26,610 |
Benefits paid (including direct rollovers) | 2011-12-31 | $26,532 |
Total plan assets at end of year | 2011-12-31 | $2,637,056 |
Total plan assets at beginning of year | 2011-12-31 | $0 |
Value of fidelity bond covering the plan | 2011-12-31 | $20,000 |
Total contributions received or receivable from participants | 2011-12-31 | $186,456 |
Expenses. Other expenses not covered elsewhere | 2011-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2011-12-31 | $400,124 |
Other income received | 2011-12-31 | $1,993,536 |
Net income (gross income less expenses) | 2011-12-31 | $2,637,056 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $2,637,056 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $0 |
Assets. Value of participant loans | 2011-12-31 | $42,109 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $83,550 |
Value of certain deemed distributions of participant loans | 2011-12-31 | $0 |
Value of corrective distributions | 2011-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $78 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2011-12-31 | $0 |
Minimum employer required contribution for this plan year | 2011-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2011-12-31 | $0 |
2022: CARLSON MEISSNER HART & HAYSLETT, PA 401(K) PROFIT SHARING PLAN & TRUST 2022 form 5500 responses |
---|
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Submission has been amended | No |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Insurance | Yes |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement – Insurance | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: CARLSON MEISSNER HART & HAYSLETT, PA 401(K) PROFIT SHARING PLAN & TRUST 2021 form 5500 responses |
---|
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Insurance | Yes |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement – Insurance | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: CARLSON MEISSNER HART & HAYSLETT, PA 401(K) PROFIT SHARING PLAN & TRUST 2020 form 5500 responses |
---|
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Insurance | Yes |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement – Insurance | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: CARLSON MEISSNER HART & HAYSLETT, PA 401(K) PROFIT SHARING PLAN & TRUST 2019 form 5500 responses |
---|
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Insurance | Yes |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement – Insurance | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: CARLSON MEISSNER HART & HAYSLETT, PA 401(K) PROFIT SHARING PLAN & TRUST 2018 form 5500 responses |
---|
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
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 |
2011: CARLSON MEISSNER HART & HAYSLETT, PA 401(K) PROFIT SHARING PLAN & TRUST 2011 form 5500 responses |
---|
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | Yes |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 ) |
Policy contract number | MR 62463-1 |
Policy instance | 1 |
Insurance contract or identification number | MR 62463-1 | Number of Individuals Covered | 0 | Insurance policy start date | 2022-01-01 | Insurance policy end date | 2022-09-09 | Are there contracts with allocated funds for individual policies? | 0 | 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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | 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 |
|
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 ) |
Policy contract number | 767866-01 |
Policy instance | 2 |
Insurance contract or identification number | 767866-01 | Number of Individuals Covered | 1 | Insurance policy start date | 2022-09-10 | Insurance policy end date | 2022-12-31 | Are there contracts with allocated funds for individual policies? | 0 | 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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | 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 |
|
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 ) |
Policy contract number | MR 62463-1 |
Policy instance | 1 |
Insurance contract or identification number | MR 62463-1 | Number of Individuals Covered | 26 | Insurance policy start date | 2021-01-01 | Insurance policy end date | 2021-12-31 | Are there contracts with allocated funds for individual policies? | 0 | 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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | 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 |
|
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 ) |
Policy contract number | MR 62463-1 |
Policy instance | 1 |
Insurance contract or identification number | MR 62463-1 | Number of Individuals Covered | 26 | Insurance policy start date | 2020-01-01 | Insurance policy end date | 2020-12-31 | Are there contracts with allocated funds for individual policies? | 0 | 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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | 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 |
|
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 ) |
Policy contract number | MR 62463-1 |
Policy instance | 1 |
Insurance contract or identification number | MR 62463-1 | Number of Individuals Covered | 37 | Insurance policy start date | 2019-01-01 | Insurance policy end date | 2019-12-31 | Are there contracts with allocated funds for individual policies? | 0 | 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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | 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 |
|
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 ) |
Policy contract number | MR 62463-1 |
Policy instance | 1 |
Insurance contract or identification number | MR 62463-1 | Number of Individuals Covered | 26 | Insurance policy start date | 2018-01-01 | Insurance policy end date | 2018-12-31 | Are there contracts with allocated funds for individual policies? | 0 | 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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | 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 |
|