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DOTHAN COUNTRY CLUB 401(K) PLAN 401k Plan overview

Plan NameDOTHAN COUNTRY CLUB 401(K) PLAN
Plan identification number 001

DOTHAN COUNTRY CLUB 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

DOTHAN COUNTRY CLUB has sponsored the creation of one or more 401k plans.

Company Name:DOTHAN COUNTRY CLUB
Employer identification number (EIN):630060895
NAIC Classification:424700

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DOTHAN COUNTRY CLUB 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01AMBER MENDHEIM2024-10-07
0012022-01-01AMBER MENDHEIM2023-10-02
0012021-01-01AMBER LEWIS2022-08-02 AMBER LEWIS2022-08-02
0012020-01-01AMBER MENDHEIM2021-10-04 AMBER MENDHEIM2021-10-04
0012019-01-01AMBER LEWIS2020-09-23 AMBER LEWIS2020-09-23
0012018-01-01AMBER LEWIS2019-07-25
0012017-01-01AMBER MENDHEIM2018-10-15 AMBER MENDHEIM2018-10-15
0012016-01-01EUGENE ZIEBACH, III2017-07-17 EUGENE ZIEBACH, III2017-07-17
0012015-01-01EUGENE ZIEBACH2016-07-08 EUGENE ZIEBACH2016-07-08
0012014-01-01EUGENE ZIEBACH EUGENE ZIEBACH2015-05-19
0012013-01-01EUGENE ZIEBACH EUGENE ZIEBACH2014-07-25
0012012-01-01EUGENE ZIEBACH
0012011-01-01EUGENE ZIEBACH
0012010-01-01EUGENE ZIEBACH
0012009-01-01EUGENE ZIEBACH

Plan Statistics for DOTHAN COUNTRY CLUB 401(K) PLAN

401k plan membership statisitcs for DOTHAN COUNTRY CLUB 401(K) PLAN

Measure Date Value
2014: DOTHAN COUNTRY CLUB 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0160
Total number of active participants reported on line 7a of the Form 55002014-01-0155
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-011
Total of all active and inactive participants2014-01-0156
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0156
Number of participants with account balances2014-01-0128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: DOTHAN COUNTRY CLUB 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0158
Total number of active participants reported on line 7a of the Form 55002013-01-0157
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-0157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0157
Number of participants with account balances2013-01-0128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: DOTHAN COUNTRY CLUB 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0164
Total number of active participants reported on line 7a of the Form 55002012-01-0158
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-011
Total of all active and inactive participants2012-01-0159
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0159
Number of participants with account balances2012-01-0158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-013
2011: DOTHAN COUNTRY CLUB 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0169
Total number of active participants reported on line 7a of the Form 55002011-01-0160
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-0160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0160
Number of participants with account balances2011-01-0130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: DOTHAN COUNTRY CLUB 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0167
Total number of active participants reported on line 7a of the Form 55002010-01-0153
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-010
Total of all active and inactive participants2010-01-0153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-0153
Number of participants with account balances2010-01-0132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: DOTHAN COUNTRY CLUB 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0161
Total number of active participants reported on line 7a of the Form 55002009-01-0159
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-016
Total of all active and inactive participants2009-01-0165
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-0166
Number of participants with account balances2009-01-0134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on DOTHAN COUNTRY CLUB 401(K) PLAN

Measure Date Value
2014 : DOTHAN COUNTRY CLUB 401(K) PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total income from all sources2014-12-31$216,298
Expenses. Total of all expenses incurred2014-12-31$15,709
Benefits paid (including direct rollovers)2014-12-31$14,562
Total plan assets at end of year2014-12-31$1,889,349
Total plan assets at beginning of year2014-12-31$1,688,760
Value of fidelity bond covering the plan2014-12-31$250,000
Total contributions received or receivable from participants2014-12-31$76,858
Expenses. Other expenses not covered elsewhere2014-12-31$636
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$108,032
Net income (gross income less expenses)2014-12-31$200,589
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,889,349
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,688,760
Assets. Value of participant loans2014-12-31$66,279
Total contributions received or receivable from employer(s)2014-12-31$31,408
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$511
Funding deficiency by the employer to the plan for this plan year2014-12-31$0
Minimum employer required contribution for this plan year2014-12-31$0
Amount contributed by the employer to the plan for this plan year2014-12-31$0
2013 : DOTHAN COUNTRY CLUB 401(K) PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total income from all sources2013-12-31$450,388
Expenses. Total of all expenses incurred2013-12-31$35,007
Benefits paid (including direct rollovers)2013-12-31$33,327
Total plan assets at end of year2013-12-31$1,688,760
Total plan assets at beginning of year2013-12-31$1,273,379
Value of fidelity bond covering the plan2013-12-31$500,000
Total contributions received or receivable from participants2013-12-31$72,240
Expenses. Other expenses not covered elsewhere2013-12-31$596
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$348,725
Net income (gross income less expenses)2013-12-31$415,381
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,688,760
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,273,379
Assets. Value of participant loans2013-12-31$67,764
Total contributions received or receivable from employer(s)2013-12-31$29,423
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$1,084
Funding deficiency by the employer to the plan for this plan year2013-12-31$0
Minimum employer required contribution for this plan year2013-12-31$0
Amount contributed by the employer to the plan for this plan year2013-12-31$0
2012 : DOTHAN COUNTRY CLUB 401(K) PLAN 2012 401k financial data
Transfers to/from the plan2012-12-31$0
Total income from all sources2012-12-31$248,318
Expenses. Total of all expenses incurred2012-12-31$66,521
Benefits paid (including direct rollovers)2012-12-31$64,997
Total plan assets at end of year2012-12-31$1,273,379
Total plan assets at beginning of year2012-12-31$1,091,582
Value of fidelity bond covering the plan2012-12-31$500,000
Total contributions received or receivable from participants2012-12-31$71,765
Expenses. Other expenses not covered elsewhere2012-12-31$1,299
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$147,577
Net income (gross income less expenses)2012-12-31$181,797
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,273,379
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,091,582
Assets. Value of participant loans2012-12-31$90,247
Total contributions received or receivable from employer(s)2012-12-31$28,976
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$225
Funding deficiency by the employer to the plan for this plan year2012-12-31$0
Minimum employer required contribution for this plan year2012-12-31$0
Amount contributed by the employer to the plan for this plan year2012-12-31$0
2011 : DOTHAN COUNTRY CLUB 401(K) PLAN 2011 401k financial data
Transfers to/from the plan2011-12-31$0
Total income from all sources2011-12-31$67,442
Expenses. Total of all expenses incurred2011-12-31$29,687
Benefits paid (including direct rollovers)2011-12-31$27,494
Total plan assets at end of year2011-12-31$1,091,582
Total plan assets at beginning of year2011-12-31$1,053,827
Value of fidelity bond covering the plan2011-12-31$500,000
Total contributions received or receivable from participants2011-12-31$73,254
Expenses. Other expenses not covered elsewhere2011-12-31$2,193
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$-35,893
Net income (gross income less expenses)2011-12-31$37,755
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,091,582
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,053,827
Assets. Value of participant loans2011-12-31$92,273
Total contributions received or receivable from employer(s)2011-12-31$30,081
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Funding deficiency by the employer to the plan for this plan year2011-12-31$0
Minimum employer required contribution for this plan year2011-12-31$0
Amount contributed by the employer to the plan for this plan year2011-12-31$0
2010 : DOTHAN COUNTRY CLUB 401(K) PLAN 2010 401k financial data
Transfers to/from the plan2010-12-31$0
Total income from all sources2010-12-31$211,364
Expenses. Total of all expenses incurred2010-12-31$97,955
Benefits paid (including direct rollovers)2010-12-31$97,105
Total plan assets at end of year2010-12-31$1,053,827
Total plan assets at beginning of year2010-12-31$940,418
Value of fidelity bond covering the plan2010-12-31$500,000
Total contributions received or receivable from participants2010-12-31$71,801
Expenses. Other expenses not covered elsewhere2010-12-31$850
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$110,147
Net income (gross income less expenses)2010-12-31$113,409
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,053,827
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$940,418
Assets. Value of participant loans2010-12-31$82,025
Total contributions received or receivable from employer(s)2010-12-31$29,416
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Funding deficiency by the employer to the plan for this plan year2010-12-31$0
Minimum employer required contribution for this plan year2010-12-31$0
Amount contributed by the employer to the plan for this plan year2010-12-31$0
2009 : DOTHAN COUNTRY CLUB 401(K) PLAN 2009 401k financial data
Funding deficiency by the employer to the plan for this plan year2009-12-31$0
Minimum employer required contribution for this plan year2009-12-31$0
Amount contributed by the employer to the plan for this plan year2009-12-31$0

Form 5500 Responses for DOTHAN COUNTRY CLUB 401(K) PLAN

2014: DOTHAN COUNTRY CLUB 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2013: DOTHAN COUNTRY CLUB 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2012: DOTHAN COUNTRY CLUB 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2011: DOTHAN COUNTRY CLUB 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2010: DOTHAN COUNTRY CLUB 401(K) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2009: DOTHAN COUNTRY CLUB 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-026954
Policy instance 1
Insurance contract or identification numberGA-026954
Number of Individuals Covered28
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $6,244
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,783
Insurance broker organization code?3
Insurance broker nameBBVA COMPASS INSURANCE AGENCY, INC.
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-026954
Policy instance 1
Insurance contract or identification numberGA-026954
Number of Individuals Covered28
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $4,941
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,941
Insurance broker organization code?3
Insurance broker nameBBVA COMPASS INS AGENCY INC
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-026954
Policy instance 1
Insurance contract or identification numberGA-026954
Number of Individuals Covered58
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $4,228
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,228
Insurance broker organization code?3
Insurance broker nameBBVA COMPASS INS AGENCY INC
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-026954
Policy instance 1
Insurance contract or identification numberGA-026954
Number of Individuals Covered30
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $3,934
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-026954
Policy instance 1
Insurance contract or identification numberGA-026954
Number of Individuals Covered32
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $3,322
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,322
Insurance broker organization code?3
Insurance broker nameBBVA COMPASS INS AGENCY INC

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