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TRUCKS & TRUCKS PROFIT SHARING PLAN 401k Plan overview

Plan NameTRUCKS & TRUCKS PROFIT SHARING PLAN
Plan identification number 001

TRUCKS & TRUCKS PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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

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

Company Name:TRUCKS & TRUCKS
Employer identification number (EIN):630979077
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TRUCKS & TRUCKS PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-12-31MICHAEL TRUCKS2024-06-21
0012021-12-31MICHAEL TRUCKS2023-05-22
0012020-12-31MICHAEL TRUCKS2022-06-29
0012019-12-31MICHAEL TRUCKS2021-06-24
0012018-12-31MICHAEL TRUCKS2020-06-25
0012017-12-31MICHAEL TRUCKS2019-05-28
0012016-12-31
0012015-12-31
0012014-12-31
0012013-12-31
0012012-12-31MICHAEL TRUCKS
0012011-12-31MICHAEL TRUCKS
0012010-12-31MICHAEL TRUCKS
0012009-12-31MICHAEL TRUCKS

Plan Statistics for TRUCKS & TRUCKS PROFIT SHARING PLAN

401k plan membership statisitcs for TRUCKS & TRUCKS PROFIT SHARING PLAN

Measure Date Value
2022: TRUCKS & TRUCKS PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-12-312
Total number of active participants reported on line 7a of the Form 55002022-12-312
Total of all active and inactive participants2022-12-312
Total participants2022-12-312
Number of participants with account balances2022-12-312
2021: TRUCKS & TRUCKS PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-12-312
Total number of active participants reported on line 7a of the Form 55002021-12-312
Total of all active and inactive participants2021-12-312
Total participants2021-12-312
Number of participants with account balances2021-12-312
2020: TRUCKS & TRUCKS PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-12-312
Total number of active participants reported on line 7a of the Form 55002020-12-312
Total of all active and inactive participants2020-12-312
Total participants2020-12-312
Number of participants with account balances2020-12-312
2019: TRUCKS & TRUCKS PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-12-312
Total number of active participants reported on line 7a of the Form 55002019-12-312
Total of all active and inactive participants2019-12-312
Total participants2019-12-312
Number of participants with account balances2019-12-312
2018: TRUCKS & TRUCKS PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-12-312
Total number of active participants reported on line 7a of the Form 55002018-12-312
Total of all active and inactive participants2018-12-312
Total participants2018-12-312
Number of participants with account balances2018-12-312
2017: TRUCKS & TRUCKS PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-12-312
Total number of active participants reported on line 7a of the Form 55002017-12-312
Total of all active and inactive participants2017-12-312
Total participants2017-12-312
Number of participants with account balances2017-12-312
2016: TRUCKS & TRUCKS PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-12-312
Total number of active participants reported on line 7a of the Form 55002016-12-312
Total of all active and inactive participants2016-12-312
Total participants2016-12-312
Number of participants with account balances2016-12-312
2015: TRUCKS & TRUCKS PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-12-312
Total number of active participants reported on line 7a of the Form 55002015-12-312
Total of all active and inactive participants2015-12-312
Total participants2015-12-312
Number of participants with account balances2015-12-312
2014: TRUCKS & TRUCKS PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-12-312
Total number of active participants reported on line 7a of the Form 55002014-12-312
Total of all active and inactive participants2014-12-312
Total participants2014-12-312
Number of participants with account balances2014-12-312
2013: TRUCKS & TRUCKS PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-12-312
Total number of active participants reported on line 7a of the Form 55002013-12-312
Total of all active and inactive participants2013-12-312
Total participants2013-12-312
Number of participants with account balances2013-12-312
2012: TRUCKS & TRUCKS PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-12-312
Total number of active participants reported on line 7a of the Form 55002012-12-312
Total of all active and inactive participants2012-12-312
Total participants2012-12-312
Number of participants with account balances2012-12-312
2011: TRUCKS & TRUCKS PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-12-312
Total number of active participants reported on line 7a of the Form 55002011-12-312
Total of all active and inactive participants2011-12-312
Total participants2011-12-312
Number of participants with account balances2011-12-312
2010: TRUCKS & TRUCKS PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-12-312
Total number of active participants reported on line 7a of the Form 55002010-12-312
Total of all active and inactive participants2010-12-312
Total participants2010-12-312
Number of participants with account balances2010-12-312
2009: TRUCKS & TRUCKS PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-12-312
Total number of active participants reported on line 7a of the Form 55002009-12-312
Total of all active and inactive participants2009-12-312
Total participants2009-12-312
Number of participants with account balances2009-12-312

Financial Data on TRUCKS & TRUCKS PROFIT SHARING PLAN

Measure Date Value
2023 : TRUCKS & TRUCKS PROFIT SHARING PLAN 2023 401k financial data
Total income from all sources2023-12-30$27,300
Total plan assets at end of year2023-12-30$246,801
Total plan assets at beginning of year2023-12-30$219,501
Other income received2023-12-30$27,300
Net income (gross income less expenses)2023-12-30$27,300
Net plan assets at end of year (total assets less liabilities)2023-12-30$246,801
Net plan assets at beginning of year (total assets less liabilities)2023-12-30$219,501
2022 : TRUCKS & TRUCKS PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources2022-12-30$-44,112
Total plan assets at end of year2022-12-30$219,501
Total plan assets at beginning of year2022-12-30$263,613
Other income received2022-12-30$-44,112
Net income (gross income less expenses)2022-12-30$-44,112
Net plan assets at end of year (total assets less liabilities)2022-12-30$219,501
Net plan assets at beginning of year (total assets less liabilities)2022-12-30$263,613
2021 : TRUCKS & TRUCKS PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources2021-12-30$19,358
Total plan assets at end of year2021-12-30$263,613
Total plan assets at beginning of year2021-12-30$244,255
Other income received2021-12-30$19,358
Net income (gross income less expenses)2021-12-30$19,358
Net plan assets at end of year (total assets less liabilities)2021-12-30$263,613
Net plan assets at beginning of year (total assets less liabilities)2021-12-30$244,255
2020 : TRUCKS & TRUCKS PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources2020-12-30$23,272
Total plan assets at end of year2020-12-30$244,255
Total plan assets at beginning of year2020-12-30$220,983
Other income received2020-12-30$23,272
Net income (gross income less expenses)2020-12-30$23,272
Net plan assets at end of year (total assets less liabilities)2020-12-30$244,255
Net plan assets at beginning of year (total assets less liabilities)2020-12-30$220,983
2019 : TRUCKS & TRUCKS PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources2019-12-30$32,276
Total plan assets at end of year2019-12-30$220,983
Total plan assets at beginning of year2019-12-30$188,707
Other income received2019-12-30$32,276
Net income (gross income less expenses)2019-12-30$32,276
Net plan assets at end of year (total assets less liabilities)2019-12-30$220,983
Net plan assets at beginning of year (total assets less liabilities)2019-12-30$188,707
2017 : TRUCKS & TRUCKS PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources2017-12-30$-59,726
Total plan assets at end of year2017-12-30$204,307
Total plan assets at beginning of year2017-12-30$264,033
Other income received2017-12-30$-59,726
Net income (gross income less expenses)2017-12-30$-59,726
Net plan assets at end of year (total assets less liabilities)2017-12-30$204,307
Net plan assets at beginning of year (total assets less liabilities)2017-12-30$264,033
2016 : TRUCKS & TRUCKS PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources2016-12-30$92,457
Total plan assets at end of year2016-12-30$264,033
Total plan assets at beginning of year2016-12-30$171,576
Other income received2016-12-30$92,457
Net income (gross income less expenses)2016-12-30$92,457
Net plan assets at end of year (total assets less liabilities)2016-12-30$264,033
Net plan assets at beginning of year (total assets less liabilities)2016-12-30$171,576
2015 : TRUCKS & TRUCKS PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-12-30$-3,065
Total plan assets at end of year2015-12-30$171,576
Total plan assets at beginning of year2015-12-30$174,641
Other income received2015-12-30$-3,065
Net income (gross income less expenses)2015-12-30$-3,065
Net plan assets at end of year (total assets less liabilities)2015-12-30$171,576
Net plan assets at beginning of year (total assets less liabilities)2015-12-30$174,641
2014 : TRUCKS & TRUCKS PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-12-30$5,379
Total plan assets at end of year2014-12-30$174,641
Total plan assets at beginning of year2014-12-30$169,262
Other income received2014-12-30$5,379
Net income (gross income less expenses)2014-12-30$5,379
Net plan assets at end of year (total assets less liabilities)2014-12-30$174,641
Net plan assets at beginning of year (total assets less liabilities)2014-12-30$169,262
2013 : TRUCKS & TRUCKS PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-12-30$17,074
Total plan assets at end of year2013-12-30$169,262
Total plan assets at beginning of year2013-12-30$152,188
Other income received2013-12-30$17,074
Net income (gross income less expenses)2013-12-30$17,074
Net plan assets at end of year (total assets less liabilities)2013-12-30$169,262
Net plan assets at beginning of year (total assets less liabilities)2013-12-30$152,188
2012 : TRUCKS & TRUCKS PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-30$15,532
Total plan assets at end of year2012-12-30$152,188
Total plan assets at beginning of year2012-12-30$136,656
Other income received2012-12-30$15,532
Net income (gross income less expenses)2012-12-30$15,532
Net plan assets at end of year (total assets less liabilities)2012-12-30$152,188
Net plan assets at beginning of year (total assets less liabilities)2012-12-30$136,656
2011 : TRUCKS & TRUCKS PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-30$-1,725
Total plan assets at end of year2011-12-30$136,656
Total plan assets at beginning of year2011-12-30$138,381
Other income received2011-12-30$-1,725
Net income (gross income less expenses)2011-12-30$-1,725
Net plan assets at end of year (total assets less liabilities)2011-12-30$136,656
Net plan assets at beginning of year (total assets less liabilities)2011-12-30$138,381

Form 5500 Responses for TRUCKS & TRUCKS PROFIT SHARING PLAN

2022: TRUCKS & TRUCKS PROFIT SHARING PLAN 2022 form 5500 responses
2022-12-31Type of plan entitySingle employer plan
2022-12-31Plan is a collectively bargained planYes
2022-12-31Plan funding arrangement – InsuranceYes
2022-12-31Plan funding arrangement – TrustYes
2022-12-31Plan benefit arrangement – InsuranceYes
2022-12-31Plan benefit arrangement - TrustYes
2021: TRUCKS & TRUCKS PROFIT SHARING PLAN 2021 form 5500 responses
2021-12-31Type of plan entitySingle employer plan
2021-12-31Plan is a collectively bargained planYes
2021-12-31Plan funding arrangement – InsuranceYes
2021-12-31Plan funding arrangement – TrustYes
2021-12-31Plan benefit arrangement – InsuranceYes
2021-12-31Plan benefit arrangement - TrustYes
2020: TRUCKS & TRUCKS PROFIT SHARING PLAN 2020 form 5500 responses
2020-12-31Type of plan entitySingle employer plan
2020-12-31Plan is a collectively bargained planYes
2020-12-31Plan funding arrangement – InsuranceYes
2020-12-31Plan funding arrangement – TrustYes
2020-12-31Plan benefit arrangement – InsuranceYes
2020-12-31Plan benefit arrangement - TrustYes
2019: TRUCKS & TRUCKS PROFIT SHARING PLAN 2019 form 5500 responses
2019-12-31Type of plan entitySingle employer plan
2019-12-31Plan is a collectively bargained planYes
2019-12-31Plan funding arrangement – InsuranceYes
2019-12-31Plan funding arrangement – TrustYes
2019-12-31Plan benefit arrangement – InsuranceYes
2019-12-31Plan benefit arrangement - TrustYes
2018: TRUCKS & TRUCKS PROFIT SHARING PLAN 2018 form 5500 responses
2018-12-31Type of plan entitySingle employer plan
2018-12-31Plan funding arrangement – InsuranceYes
2018-12-31Plan funding arrangement – TrustYes
2018-12-31Plan benefit arrangement – InsuranceYes
2018-12-31Plan benefit arrangement - TrustYes
2017: TRUCKS & TRUCKS PROFIT SHARING PLAN 2017 form 5500 responses
2017-12-31Type of plan entitySingle employer plan
2017-12-31Plan funding arrangement – InsuranceYes
2017-12-31Plan funding arrangement – TrustYes
2017-12-31Plan benefit arrangement – InsuranceYes
2017-12-31Plan benefit arrangement - TrustYes
2016: TRUCKS & TRUCKS PROFIT SHARING PLAN 2016 form 5500 responses
2016-12-31Type of plan entitySingle employer plan
2016-12-31Plan funding arrangement – InsuranceYes
2016-12-31Plan funding arrangement – TrustYes
2016-12-31Plan benefit arrangement – InsuranceYes
2016-12-31Plan benefit arrangement - TrustYes
2015: TRUCKS & TRUCKS PROFIT SHARING PLAN 2015 form 5500 responses
2015-12-31Type of plan entitySingle employer plan
2015-12-31Plan funding arrangement – InsuranceYes
2015-12-31Plan funding arrangement – TrustYes
2015-12-31Plan benefit arrangement – InsuranceYes
2015-12-31Plan benefit arrangement - TrustYes
2014: TRUCKS & TRUCKS PROFIT SHARING PLAN 2014 form 5500 responses
2014-12-31Type of plan entitySingle employer plan
2014-12-31Plan funding arrangement – InsuranceYes
2014-12-31Plan funding arrangement – TrustYes
2014-12-31Plan benefit arrangement – InsuranceYes
2014-12-31Plan benefit arrangement - TrustYes
2013: TRUCKS & TRUCKS PROFIT SHARING PLAN 2013 form 5500 responses
2013-12-31Type of plan entitySingle employer plan
2013-12-31Plan funding arrangement – InsuranceYes
2013-12-31Plan funding arrangement – TrustYes
2013-12-31Plan benefit arrangement – InsuranceYes
2013-12-31Plan benefit arrangement - TrustYes
2012: TRUCKS & TRUCKS PROFIT SHARING PLAN 2012 form 5500 responses
2012-12-31Type of plan entitySingle employer plan
2012-12-31Plan funding arrangement – InsuranceYes
2012-12-31Plan funding arrangement – TrustYes
2012-12-31Plan benefit arrangement – InsuranceYes
2012-12-31Plan benefit arrangement - TrustYes
2011: TRUCKS & TRUCKS PROFIT SHARING PLAN 2011 form 5500 responses
2011-12-31Type of plan entitySingle employer plan
2011-12-31Plan funding arrangement – InsuranceYes
2011-12-31Plan funding arrangement – TrustYes
2011-12-31Plan benefit arrangement – InsuranceYes
2011-12-31Plan benefit arrangement - TrustYes
2010: TRUCKS & TRUCKS PROFIT SHARING PLAN 2010 form 5500 responses
2010-12-31Type of plan entitySingle employer plan
2010-12-31Plan funding arrangement – InsuranceYes
2010-12-31Plan funding arrangement – TrustYes
2010-12-31Plan benefit arrangement – InsuranceYes
2010-12-31Plan benefit arrangement - TrustYes
2009: TRUCKS & TRUCKS PROFIT SHARING PLAN 2009 form 5500 responses
2009-12-31Type of plan entitySingle employer plan
2009-12-31This submission is the final filingNo
2009-12-31Plan funding arrangement – InsuranceYes
2009-12-31Plan funding arrangement – TrustYes
2009-12-31Plan benefit arrangement – InsuranceYes
2009-12-31Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 )
Policy contract numberVM16002990
Policy instance 2
Insurance contract or identification numberVM16002990
Insurance policy start date2022-12-31
Insurance policy end date2023-12-30
Total amount of commissions paid to insurance brokerUSD $1,149
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,149
Insurance broker organization code?3
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 78778 )
Policy contract number210214193
Policy instance 1
Insurance contract or identification number210214193
Number of Individuals Covered1
Insurance policy start date2022-12-31
Insurance policy end date2023-12-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 78778 )
Policy contract number210214193
Policy instance 1
Insurance contract or identification number210214193
Number of Individuals Covered1
Insurance policy start date2021-12-31
Insurance policy end date2022-12-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 )
Policy contract numberVM16002990
Policy instance 2
Insurance contract or identification numberVM16002990
Number of Individuals Covered1
Insurance policy start date2021-12-31
Insurance policy end date2022-12-30
Total amount of commissions paid to insurance brokerUSD $2,280
Total amount of fees paid to insurance companyUSD $26
Are there contracts with allocated funds for individual policies?1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,189
Amount paid for insurance broker fees26
Insurance broker organization code?3
PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 )
Policy contract numberVM16002990
Policy instance 2
Insurance contract or identification numberVM16002990
Number of Individuals Covered1
Insurance policy start date2020-12-31
Insurance policy end date2021-12-30
Total amount of commissions paid to insurance brokerUSD $2,555
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,555
Insurance broker organization code?3
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 78778 )
Policy contract number210214193
Policy instance 1
Insurance contract or identification number210214193
Number of Individuals Covered1
Insurance policy start date2020-12-31
Insurance policy end date2021-12-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 78778 )
Policy contract number210214193
Policy instance 1
Insurance contract or identification number210214193
Number of Individuals Covered1
Insurance policy start date2019-12-31
Insurance policy end date2020-12-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 )
Policy contract numberVM16002990
Policy instance 2
Insurance contract or identification numberVM16002990
Number of Individuals Covered1
Insurance policy start date2019-12-31
Insurance policy end date2020-12-30
Total amount of commissions paid to insurance brokerUSD $2,203
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,203
Insurance broker organization code?3
PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 )
Policy contract numberVM16002990
Policy instance 2
Insurance contract or identification numberVM16002990
Number of Individuals Covered1
Insurance policy start date2018-12-31
Insurance policy end date2019-12-30
Total amount of commissions paid to insurance brokerUSD $2,054
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,054
Insurance broker organization code?3
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 78778 )
Policy contract number210214193
Policy instance 1
Insurance contract or identification number210214193
Number of Individuals Covered1
Insurance policy start date2018-12-31
Insurance policy end date2019-12-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 78778 )
Policy contract number210214193
Policy instance 1
Insurance contract or identification number210214193
Number of Individuals Covered1
Insurance policy start date2017-12-31
Insurance policy end date2018-12-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 )
Policy contract numberVM16002990
Policy instance 2
Insurance contract or identification numberVM16002990
Number of Individuals Covered1
Insurance policy start date2017-12-31
Insurance policy end date2018-12-30
Total amount of commissions paid to insurance brokerUSD $1,997
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 )
Policy contract numberVR04043729
Policy instance 2
Insurance contract or identification numberVR04043729
Number of Individuals Covered1
Insurance policy start date2014-12-31
Insurance policy end date2015-12-30
Total amount of commissions paid to insurance brokerUSD $811
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $811
Insurance broker organization code?3
Insurance broker namePRO EQUITIES,INC.
PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 )
Policy contract numberVR06018886
Policy instance 3
Insurance contract or identification numberVR06018886
Number of Individuals Covered1
Insurance policy start date2014-12-31
Insurance policy end date2015-12-30
Total amount of commissions paid to insurance brokerUSD $62
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $62
Insurance broker organization code?3
Insurance broker namePRO EQUITIES,INC.
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 78778 )
Policy contract number210214193
Policy instance 1
Insurance contract or identification number210214193
Number of Individuals Covered1
Insurance policy start date2014-12-31
Insurance policy end date2015-12-30
Total amount of commissions paid to insurance brokerUSD $35
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $35
Insurance broker name
PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 )
Policy contract numberVR04043729
Policy instance 2
Insurance contract or identification numberVR04043729
Number of Individuals Covered1
Insurance policy start date2013-12-31
Insurance policy end date2014-12-30
Total amount of commissions paid to insurance brokerUSD $792
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $792
Insurance broker organization code?3
Insurance broker namePRO EQUITIES,INC.
PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 )
Policy contract numberVR06018886
Policy instance 3
Insurance contract or identification numberVR06018886
Number of Individuals Covered1
Insurance policy start date2013-12-31
Insurance policy end date2014-12-30
Total amount of commissions paid to insurance brokerUSD $62
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $62
Insurance broker organization code?3
Insurance broker namePRO EQUITIES,INC.
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 78778 )
Policy contract number210214193
Policy instance 1
Insurance contract or identification number210214193
Number of Individuals Covered1
Insurance policy start date2013-12-31
Insurance policy end date2014-12-30
Total amount of commissions paid to insurance brokerUSD $35
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $35
Insurance broker name
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 78778 )
Policy contract number210214193
Policy instance 1
Insurance contract or identification number210214193
Number of Individuals Covered1
Insurance policy start date2012-12-31
Insurance policy end date2013-12-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 )
Policy contract numberVR06018886
Policy instance 3
Insurance contract or identification numberVR06018886
Insurance policy start date2012-12-31
Insurance policy end date2013-12-30
Total amount of commissions paid to insurance brokerUSD $57
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $57
Insurance broker organization code?3
Insurance broker namePRO EQUITIES,INC.
PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 )
Policy contract numberVR04043729
Policy instance 2
Insurance contract or identification numberVR04043729
Number of Individuals Covered1
Insurance policy start date2012-12-31
Insurance policy end date2013-12-30
Total amount of commissions paid to insurance brokerUSD $742
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $742
Insurance broker organization code?3
Insurance broker namePRO EQUITIES,INC.
PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 )
Policy contract numberVR06018886
Policy instance 3
Insurance contract or identification numberVR06018886
Number of Individuals Covered1
Insurance policy start date2011-12-31
Insurance policy end date2012-12-30
Total amount of commissions paid to insurance brokerUSD $26
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 78778 )
Policy contract number210214193
Policy instance 1
Insurance contract or identification number210214193
Number of Individuals Covered1
Insurance policy start date2011-12-31
Insurance policy end date2012-12-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 )
Policy contract numberVR04043729
Policy instance 2
Insurance contract or identification numberVR04043729
Number of Individuals Covered1
Insurance policy start date2011-12-31
Insurance policy end date2012-12-30
Total amount of commissions paid to insurance brokerUSD $674
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 )
Policy contract numberVR06018886
Policy instance 3
Insurance contract or identification numberVR06018886
Number of Individuals Covered1
Insurance policy start date2010-12-31
Insurance policy end date2011-12-30
Total amount of commissions paid to insurance brokerUSD $25
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 )
Policy contract numberVR04043729
Policy instance 2
Insurance contract or identification numberVR04043729
Number of Individuals Covered1
Insurance policy start date2010-12-31
Insurance policy end date2011-12-30
Total amount of commissions paid to insurance brokerUSD $488
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 78778 )
Policy contract number210214193
Policy instance 1
Insurance contract or identification number210214193
Number of Individuals Covered1
Insurance policy start date2010-12-31
Insurance policy end date2011-12-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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