UNIVERSITY MOTORCARS, LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan UNIVERSITY MOTORCARS, LLC 401(K) PLAN
| Measure | Date | Value |
|---|
| 2022: UNIVERSITY MOTORCARS, LLC 401(K) PLAN 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-01-01 | 75 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 76 |
| 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 | 0 |
| Total of all active and inactive participants | 2022-01-01 | 76 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
| Total participants | 2022-01-01 | 76 |
| Number of participants with account balances | 2022-01-01 | 66 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
| 2021: UNIVERSITY MOTORCARS, LLC 401(K) PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-01-01 | 71 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 75 |
| 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 | 0 |
| Total of all active and inactive participants | 2021-01-01 | 75 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
| Total participants | 2021-01-01 | 75 |
| Number of participants with account balances | 2021-01-01 | 61 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
| 2020: UNIVERSITY MOTORCARS, LLC 401(K) PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-01-01 | 74 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 74 |
| 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 | 0 |
| Total of all active and inactive participants | 2020-01-01 | 74 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
| Total participants | 2020-01-01 | 74 |
| Number of participants with account balances | 2020-01-01 | 61 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
| 2019: UNIVERSITY MOTORCARS, LLC 401(K) PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 65 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 36 |
| 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 | 46 |
| Total of all active and inactive participants | 2019-01-01 | 82 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
| Total participants | 2019-01-01 | 82 |
| Number of participants with account balances | 2019-01-01 | 64 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 3 |
| 2018: UNIVERSITY MOTORCARS, LLC 401(K) PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 65 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 65 |
| 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 | 0 |
| Total of all active and inactive participants | 2018-01-01 | 65 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
| Total participants | 2018-01-01 | 65 |
| Number of participants with account balances | 2018-01-01 | 65 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
| 2017: UNIVERSITY MOTORCARS, LLC 401(K) PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 85 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 55 |
| Number of retired or separated participants receiving benefits | 2017-01-01 | 7 |
| Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 2 |
| Total of all active and inactive participants | 2017-01-01 | 64 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
| Total participants | 2017-01-01 | 64 |
| Number of participants with account balances | 2017-01-01 | 64 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
| 2016: UNIVERSITY MOTORCARS, LLC 401(K) PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 87 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 44 |
| Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 41 |
| Total of all active and inactive participants | 2016-01-01 | 85 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
| Total participants | 2016-01-01 | 85 |
| Number of participants with account balances | 2016-01-01 | 68 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
| 2015: UNIVERSITY MOTORCARS, LLC 401(K) PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 93 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 78 |
| Number of retired or separated participants receiving benefits | 2015-01-01 | 4 |
| Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 5 |
| Total of all active and inactive participants | 2015-01-01 | 87 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
| Total participants | 2015-01-01 | 87 |
| Number of participants with account balances | 2015-01-01 | 67 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
| 2014: UNIVERSITY MOTORCARS, LLC 401(K) PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 99 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 40 |
| Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 53 |
| Total of all active and inactive participants | 2014-01-01 | 93 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
| Total participants | 2014-01-01 | 93 |
| Number of participants with account balances | 2014-01-01 | 67 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
| 2013: UNIVERSITY MOTORCARS, LLC 401(K) PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 50 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 67 |
| Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 11 |
| Total of all active and inactive participants | 2013-01-01 | 78 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
| Total participants | 2013-01-01 | 78 |
| Number of participants with account balances | 2013-01-01 | 78 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
| 2012: UNIVERSITY MOTORCARS, LLC 401(K) PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 103 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 50 |
| Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 0 |
| Total of all active and inactive participants | 2012-01-01 | 50 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
| Total participants | 2012-01-01 | 50 |
| Number of participants with account balances | 2012-01-01 | 50 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
| 2011: UNIVERSITY MOTORCARS, LLC 401(K) PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 101 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 46 |
| Number of retired or separated participants receiving benefits | 2011-01-01 | 2 |
| Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 54 |
| Total of all active and inactive participants | 2011-01-01 | 102 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
| Total participants | 2011-01-01 | 102 |
| Number of participants with account balances | 2011-01-01 | 75 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 3 |
| 2009: UNIVERSITY MOTORCARS, LLC 401(K) PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 90 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 41 |
| Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 55 |
| Total of all active and inactive participants | 2009-01-01 | 96 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
| Total participants | 2009-01-01 | 96 |
| Number of participants with account balances | 2009-01-01 | 71 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 5 |
| Measure | Date | Value |
|---|
| 2022 : UNIVERSITY MOTORCARS, LLC 401(K) PLAN 2022 401k financial data |
|---|
| Total income from all sources | 2022-12-31 | $-337,450 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $158,625 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $155,000 |
| Total plan assets at end of year | 2022-12-31 | $2,531,971 |
| Total plan assets at beginning of year | 2022-12-31 | $3,028,046 |
| Value of fidelity bond covering the plan | 2022-12-31 | $250,000 |
| Total contributions received or receivable from participants | 2022-12-31 | $202,290 |
| Expenses. Other expenses not covered elsewhere | 2022-12-31 | $3,000 |
| Contributions received from other sources (not participants or employers) | 2022-12-31 | $6,393 |
| Other income received | 2022-12-31 | $-565,978 |
| Net income (gross income less expenses) | 2022-12-31 | $-496,075 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $2,531,971 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $3,028,046 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $19,845 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $625 |
| 2021 : UNIVERSITY MOTORCARS, LLC 401(K) PLAN 2021 401k financial data |
|---|
| Total income from all sources | 2021-12-31 | $561,923 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $15,812 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $15,512 |
| Total plan assets at end of year | 2021-12-31 | $3,028,046 |
| Total plan assets at beginning of year | 2021-12-31 | $2,481,935 |
| Value of fidelity bond covering the plan | 2021-12-31 | $250,000 |
| Total contributions received or receivable from participants | 2021-12-31 | $161,260 |
| Contributions received from other sources (not participants or employers) | 2021-12-31 | $-15,045 |
| Other income received | 2021-12-31 | $400,571 |
| Net income (gross income less expenses) | 2021-12-31 | $546,111 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $3,028,046 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $2,481,935 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $15,137 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $300 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
| 2020 : UNIVERSITY MOTORCARS, LLC 401(K) PLAN 2020 401k financial data |
|---|
| Total income from all sources | 2020-12-31 | $462,339 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $15,192 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $14,619 |
| Total plan assets at end of year | 2020-12-31 | $2,481,935 |
| Total plan assets at beginning of year | 2020-12-31 | $2,034,788 |
| Value of fidelity bond covering the plan | 2020-12-31 | $250,000 |
| Total contributions received or receivable from participants | 2020-12-31 | $151,530 |
| Contributions received from other sources (not participants or employers) | 2020-12-31 | $17,467 |
| Other income received | 2020-12-31 | $280,063 |
| Net income (gross income less expenses) | 2020-12-31 | $447,147 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $2,481,935 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $2,034,788 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $13,279 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $573 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
| 2019 : UNIVERSITY MOTORCARS, LLC 401(K) PLAN 2019 401k financial data |
|---|
| Total income from all sources | 2019-12-31 | $468,032 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $64,745 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $64,420 |
| Total plan assets at end of year | 2019-12-31 | $2,034,788 |
| Total plan assets at beginning of year | 2019-12-31 | $1,631,501 |
| Value of fidelity bond covering the plan | 2019-12-31 | $250,000 |
| Total contributions received or receivable from participants | 2019-12-31 | $109,096 |
| Contributions received from other sources (not participants or employers) | 2019-12-31 | $24,284 |
| Other income received | 2019-12-31 | $320,352 |
| Net income (gross income less expenses) | 2019-12-31 | $403,287 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $2,034,788 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $1,631,501 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $14,300 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $325 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
| 2018 : UNIVERSITY MOTORCARS, LLC 401(K) PLAN 2018 401k financial data |
|---|
| Total income from all sources | 2018-12-31 | $-28,813 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $15,539 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $15,314 |
| Total plan assets at end of year | 2018-12-31 | $1,631,501 |
| Total plan assets at beginning of year | 2018-12-31 | $1,675,853 |
| Value of fidelity bond covering the plan | 2018-12-31 | $250,000 |
| Total contributions received or receivable from participants | 2018-12-31 | $95,125 |
| Expenses. Other expenses not covered elsewhere | 2018-12-31 | $75 |
| Other income received | 2018-12-31 | $-139,964 |
| Net income (gross income less expenses) | 2018-12-31 | $-44,352 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $1,631,501 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $1,675,853 |
| Assets. Value of participant loans | 2018-12-31 | $28,000 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $16,026 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $150 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
| 2017 : UNIVERSITY MOTORCARS, LLC 401(K) PLAN 2017 401k financial data |
|---|
| Total income from all sources | 2017-12-31 | $312,843 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $170,847 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $170,347 |
| Total plan assets at end of year | 2017-12-31 | $1,675,853 |
| Total plan assets at beginning of year | 2017-12-31 | $1,533,857 |
| Value of fidelity bond covering the plan | 2017-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2017-12-31 | $81,129 |
| Other income received | 2017-12-31 | $216,251 |
| Net income (gross income less expenses) | 2017-12-31 | $141,996 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $1,675,853 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $1,533,857 |
| Assets. Value of participant loans | 2017-12-31 | $13,800 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $15,463 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $500 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
| 2016 : UNIVERSITY MOTORCARS, LLC 401(K) PLAN 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $205,110 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $42,024 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $41,549 |
| Total plan assets at end of year | 2016-12-31 | $1,533,857 |
| Total plan assets at beginning of year | 2016-12-31 | $1,370,771 |
| Value of fidelity bond covering the plan | 2016-12-31 | $250,000 |
| Total contributions received or receivable from participants | 2016-12-31 | $82,282 |
| Contributions received from other sources (not participants or employers) | 2016-12-31 | $7,734 |
| Other income received | 2016-12-31 | $99,144 |
| Net income (gross income less expenses) | 2016-12-31 | $163,086 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $1,533,857 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $1,370,771 |
| Assets. Value of participant loans | 2016-12-31 | $38,700 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $15,950 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $475 |
| 2015 : UNIVERSITY MOTORCARS, LLC 401(K) PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $82,240 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $80,517 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $80,117 |
| Total plan assets at end of year | 2015-12-31 | $1,370,771 |
| Total plan assets at beginning of year | 2015-12-31 | $1,369,048 |
| Value of fidelity bond covering the plan | 2015-12-31 | $250,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $74,752 |
| Other income received | 2015-12-31 | $-7,813 |
| Net income (gross income less expenses) | 2015-12-31 | $1,723 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $1,370,771 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $1,369,048 |
| Assets. Value of participant loans | 2015-12-31 | $28,201 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $15,301 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $400 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
| 2014 : UNIVERSITY MOTORCARS, LLC 401(K) PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $164,828 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $170,594 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $170,069 |
| Total plan assets at end of year | 2014-12-31 | $1,369,048 |
| Total plan assets at beginning of year | 2014-12-31 | $1,374,814 |
| Value of fidelity bond covering the plan | 2014-12-31 | $250,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $68,705 |
| Other income received | 2014-12-31 | $79,397 |
| Net income (gross income less expenses) | 2014-12-31 | $-5,766 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $1,369,048 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $1,374,814 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $16,726 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $525 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
| 2013 : UNIVERSITY MOTORCARS, LLC 401(K) PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $284,600 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $23,836 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $12,336 |
| Total plan assets at end of year | 2013-12-31 | $1,374,814 |
| Total plan assets at beginning of year | 2013-12-31 | $1,114,050 |
| Value of fidelity bond covering the plan | 2013-12-31 | $250,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $58,270 |
| Other income received | 2013-12-31 | $211,421 |
| Net income (gross income less expenses) | 2013-12-31 | $260,764 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $1,374,814 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $1,114,050 |
| Assets. Value of participant loans | 2013-12-31 | $17,914 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $14,909 |
| Value of certain deemed distributions of participant loans | 2013-12-31 | $11,200 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $300 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
| 2012 : UNIVERSITY MOTORCARS, LLC 401(K) PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $158,376 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $84,216 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $83,666 |
| Total plan assets at end of year | 2012-12-31 | $1,114,050 |
| Total plan assets at beginning of year | 2012-12-31 | $1,039,890 |
| Value of fidelity bond covering the plan | 2012-12-31 | $250,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $51,076 |
| Other income received | 2012-12-31 | $93,387 |
| Net income (gross income less expenses) | 2012-12-31 | $74,160 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $1,114,050 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $1,039,890 |
| Assets. Value of participant loans | 2012-12-31 | $25,099 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $13,913 |
| Value of certain deemed distributions of participant loans | 2012-12-31 | $550 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
| 2011 : UNIVERSITY MOTORCARS, LLC 401(K) PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $52,967 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $8,609 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $7,449 |
| Total plan assets at end of year | 2011-12-31 | $1,039,890 |
| Total plan assets at beginning of year | 2011-12-31 | $995,532 |
| Value of fidelity bond covering the plan | 2011-12-31 | $250,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $52,331 |
| Expenses. Other expenses not covered elsewhere | 2011-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2011-12-31 | $2,207 |
| Other income received | 2011-12-31 | $-17,601 |
| Noncash contributions received | 2011-12-31 | $0 |
| Net income (gross income less expenses) | 2011-12-31 | $44,358 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $1,039,890 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $995,532 |
| Assets. Value of participant loans | 2011-12-31 | $32,500 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $16,030 |
| 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 | $1,160 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
| 2010 : UNIVERSITY MOTORCARS, LLC 401(K) PLAN 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $151,409 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $32,738 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $31,833 |
| Total plan assets at end of year | 2010-12-31 | $995,532 |
| Total plan assets at beginning of year | 2010-12-31 | $876,861 |
| Value of fidelity bond covering the plan | 2010-12-31 | $250,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $41,658 |
| Expenses. Other expenses not covered elsewhere | 2010-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2010-12-31 | $4,358 |
| Other income received | 2010-12-31 | $92,061 |
| Noncash contributions received | 2010-12-31 | $0 |
| Net income (gross income less expenses) | 2010-12-31 | $118,671 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $995,532 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $876,861 |
| Assets. Value of participant loans | 2010-12-31 | $28,392 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $13,332 |
| Value of certain deemed distributions of participant loans | 2010-12-31 | $0 |
| Value of corrective distributions | 2010-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $905 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
| 2009 : UNIVERSITY MOTORCARS, LLC 401(K) PLAN 2009 401k financial data |
|---|
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
| 2022: UNIVERSITY MOTORCARS, LLC 401(K) PLAN 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: UNIVERSITY MOTORCARS, LLC 401(K) PLAN 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 - Trust | Yes |
| 2020: UNIVERSITY MOTORCARS, LLC 401(K) PLAN 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 - Trust | Yes |
| 2019: UNIVERSITY MOTORCARS, LLC 401(K) PLAN 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 - Trust | Yes |
| 2018: UNIVERSITY MOTORCARS, LLC 401(K) PLAN 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 - Trust | Yes |
| 2017: UNIVERSITY MOTORCARS, LLC 401(K) PLAN 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Submission has been amended | No |
| 2017-01-01 | This submission is the final filing | No |
| 2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-01-01 | Plan is a collectively bargained plan | No |
| 2017-01-01 | Plan funding arrangement – Insurance | Yes |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: UNIVERSITY MOTORCARS, LLC 401(K) PLAN 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Submission has been amended | No |
| 2016-01-01 | This submission is the final filing | No |
| 2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-01-01 | Plan is a collectively bargained plan | No |
| 2016-01-01 | Plan funding arrangement – Insurance | Yes |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: UNIVERSITY MOTORCARS, LLC 401(K) PLAN 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Submission has been amended | No |
| 2015-01-01 | This submission is the final filing | No |
| 2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-01-01 | Plan is a collectively bargained plan | No |
| 2015-01-01 | Plan funding arrangement – Insurance | Yes |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: UNIVERSITY MOTORCARS, LLC 401(K) PLAN 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Submission has been amended | No |
| 2014-01-01 | This submission is the final filing | No |
| 2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-01-01 | Plan is a collectively bargained plan | No |
| 2014-01-01 | Plan funding arrangement – Insurance | Yes |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: UNIVERSITY MOTORCARS, LLC 401(K) PLAN 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Submission has been amended | No |
| 2013-01-01 | This submission is the final filing | No |
| 2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-01-01 | Plan is a collectively bargained plan | No |
| 2013-01-01 | Plan funding arrangement – Insurance | Yes |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: UNIVERSITY MOTORCARS, LLC 401(K) PLAN 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Submission has been amended | No |
| 2012-01-01 | This submission is the final filing | No |
| 2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-01-01 | Plan is a collectively bargained plan | No |
| 2012-01-01 | Plan funding arrangement – Insurance | Yes |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: UNIVERSITY MOTORCARS, LLC 401(K) PLAN 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Submission has been amended | No |
| 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 – Insurance | Yes |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: UNIVERSITY MOTORCARS, LLC 401(K) PLAN 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | No |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan is a collectively bargained plan | No |
| 2009-01-01 | Plan funding arrangement – Insurance | Yes |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
| VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 ) |
| Policy contract number | PHN244 |
| Policy instance | 1 |
| Insurance contract or identification number | PHN244 | | Number of Individuals Covered | 66 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-12-31 | | Total amount of commissions paid to insurance broker | USD $6,622 | | Total amount of fees paid to insurance company | USD $0 | | 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 | | Commission paid to Insurance Broker | USD $6,622 | | Amount paid for insurance broker fees | 0 | | Additional information about fees paid to insurance broker | COMMISSIONS | | Insurance broker organization code? | 3 |
|
| VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 ) |
| Policy contract number | PHN244 |
| Policy instance | 1 |
| Insurance contract or identification number | PHN244 | | Number of Individuals Covered | 61 | | Insurance policy start date | 2021-01-01 | | Insurance policy end date | 2021-12-31 | | Total amount of commissions paid to insurance broker | USD $6,914 | | Total amount of fees paid to insurance company | USD $0 | | 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 | | Commission paid to Insurance Broker | USD $6,914 | | Amount paid for insurance broker fees | 0 | | Additional information about fees paid to insurance broker | COMMISSIONS | | Insurance broker organization code? | 3 |
|
| VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 ) |
| Policy contract number | PHN244 |
| Policy instance | 1 |
| Insurance contract or identification number | PHN244 | | Number of Individuals Covered | 61 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2020-12-31 | | Total amount of commissions paid to insurance broker | USD $5,057 | | Total amount of fees paid to insurance company | USD $0 | | 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 | | Commission paid to Insurance Broker | USD $5,057 | | Amount paid for insurance broker fees | 0 | | Additional information about fees paid to insurance broker | COMMISSIONS | | Insurance broker organization code? | 3 |
|
| VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 ) |
| Policy contract number | PHN244 |
| Policy instance | 1 |
| Insurance contract or identification number | PHN244 | | Number of Individuals Covered | 82 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 | | Total amount of commissions paid to insurance broker | USD $4,630 | | Total amount of fees paid to insurance company | USD $0 | | 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 | | Commission paid to Insurance Broker | USD $4,630 | | Amount paid for insurance broker fees | 0 | | Additional information about fees paid to insurance broker | COMMISSIONS | | Insurance broker organization code? | 3 |
|
| VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 ) |
| Policy contract number | PHN244 |
| Policy instance | 1 |
| Insurance contract or identification number | PHN244 | | Number of Individuals Covered | 65 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | Total amount of commissions paid to insurance broker | USD $4,325 | | Total amount of fees paid to insurance company | USD $0 | | 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 | | Commission paid to Insurance Broker | USD $4,325 | | Amount paid for insurance broker fees | 0 | | Additional information about fees paid to insurance broker | COMMISSIONS | | Insurance broker organization code? | 3 |
|
| VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 ) |
| Policy contract number | PHN244 |
| Policy instance | 1 |
| Insurance contract or identification number | PHN244 | | Number of Individuals Covered | 63 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Total amount of commissions paid to insurance broker | USD $3,994 | | Total amount of fees paid to insurance company | USD $0 | | 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 | | Commission paid to Insurance Broker | USD $3,994 | | Amount paid for insurance broker fees | 0 | | Additional information about fees paid to insurance broker | COMMISSIONS | | Insurance broker organization code? | 3 | | Insurance broker name | RAYMOND JAMES INSURANCE GROUP, INC. |
|
| VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 ) |
| Policy contract number | PHN244 |
| Policy instance | 1 |
| Insurance contract or identification number | PHN244 | | Number of Individuals Covered | 72 | | Insurance policy start date | 2015-01-01 | | Insurance policy end date | 2015-12-31 | | Total amount of commissions paid to insurance broker | USD $3,433 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating 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 | | Commission paid to Insurance Broker | USD $3,433 | | Amount paid for insurance broker fees | 0 | | Additional information about fees paid to insurance broker | COMMISSIONS | | Insurance broker organization code? | 3 | | Insurance broker name | RAYMOND JAMES INSURANCE GROUP, INC. |
|
| VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 ) |
| Policy contract number | PHN244 |
| Policy instance | 1 |
| Insurance contract or identification number | PHN244 | | Number of Individuals Covered | 75 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Total amount of commissions paid to insurance broker | USD $3,596 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating 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 | | Commission paid to Insurance Broker | USD $3,596 | | Insurance broker organization code? | 3 | | Insurance broker name | RAYMOND JAMES INSURANCE GROUP, INC. |
|
| VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 ) |
| Policy contract number | PHN244 |
| Policy instance | 1 |
| Insurance contract or identification number | PHN244 | | Number of Individuals Covered | 78 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | Total amount of commissions paid to insurance broker | USD $3,046 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating 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 | | Commission paid to Insurance Broker | USD $3,046 | | Insurance broker organization code? | 3 | | Insurance broker name | PLANNING CORPORATION OF AMERICA |
|
| VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 ) |
| Policy contract number | PHN244 |
| Policy instance | 1 |
| Insurance contract or identification number | PHN244 | | Number of Individuals Covered | 82 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Total amount of commissions paid to insurance broker | USD $2,634 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating 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 | | Commission paid to Insurance Broker | USD $2,175 | | Insurance broker organization code? | 3 | | Insurance broker name | RAYMOND JAMES AND ASSOCIATES INC |
|
| VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 ) |
| Policy contract number | PHN244 |
| Policy instance | 1 |
| Insurance contract or identification number | PHN244 | | Number of Individuals Covered | 80 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | Total amount of commissions paid to insurance broker | USD $2,512 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating 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 |
|
| VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 ) |
| Policy contract number | PHN244 |
| Policy instance | 1 |
| Insurance contract or identification number | PHN244 | | Number of Individuals Covered | 78 | | Insurance policy start date | 2010-01-01 | | Insurance policy end date | 2010-12-31 | | Total amount of commissions paid to insurance broker | USD $2,223 | | 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 |
|
