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HUGH A. NUTT M.D., P.A. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameHUGH A. NUTT M.D., P.A. 401(K) PROFIT SHARING PLAN
Plan identification number 001

HUGH A. NUTT M.D., P.A. 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
  • 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

HUGH A. NUTT, M.D., P.A. has sponsored the creation of one or more 401k plans.

Company Name:HUGH A. NUTT, M.D., P.A.
Employer identification number (EIN):710521304
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HUGH A. NUTT M.D., P.A. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012018-07-01
0012017-07-01HUGH A NUTT, MD HUGH A. NUTT, MD2018-11-30
0012016-07-01HUGH A NUTT, MD HUGH A. NUTT, MD2017-08-25
0012015-07-01HUGH A NUTT, MD HUGH A. NUTT, MD2016-11-03
0012015-07-01HUGH A NUTT, MD HUGH A. NUTT, MD2016-11-03
0012014-07-01HUGH A NUTT, MD HUGH A. NUTT, MD2015-12-17
0012013-07-01HUGH A NUTT, MD HUGH A. NUTT, MD2015-02-02
0012012-07-01HUGH A NUTT
0012011-07-01HUGH A NUTT
0012009-07-01HUGH A NUTT

Plan Statistics for HUGH A. NUTT M.D., P.A. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for HUGH A. NUTT M.D., P.A. 401(K) PROFIT SHARING PLAN

Measure Date Value
2018: HUGH A. NUTT M.D., P.A. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-07-019
Total number of active participants reported on line 7a of the Form 55002018-07-010
Total of all active and inactive participants2018-07-010
Total participants2018-07-010
Number of participants with account balances2018-07-010
2017: HUGH A. NUTT M.D., P.A. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-07-018
Total number of active participants reported on line 7a of the Form 55002017-07-016
Number of other retired or separated participants entitled to future benefits2017-07-013
Total of all active and inactive participants2017-07-019
Total participants2017-07-019
Number of participants with account balances2017-07-019
2016: HUGH A. NUTT M.D., P.A. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-018
Total number of active participants reported on line 7a of the Form 55002016-07-016
Number of other retired or separated participants entitled to future benefits2016-07-012
Total of all active and inactive participants2016-07-018
Total participants2016-07-018
Number of participants with account balances2016-07-018
2015: HUGH A. NUTT M.D., P.A. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-018
Total number of active participants reported on line 7a of the Form 55002015-07-017
Number of other retired or separated participants entitled to future benefits2015-07-011
Total of all active and inactive participants2015-07-018
Total participants2015-07-018
Number of participants with account balances2015-07-018
2014: HUGH A. NUTT M.D., P.A. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-018
Total number of active participants reported on line 7a of the Form 55002014-07-017
Number of other retired or separated participants entitled to future benefits2014-07-011
Total of all active and inactive participants2014-07-018
Total participants2014-07-018
Number of participants with account balances2014-07-018
2013: HUGH A. NUTT M.D., P.A. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-018
Total number of active participants reported on line 7a of the Form 55002013-07-017
Number of other retired or separated participants entitled to future benefits2013-07-011
Total of all active and inactive participants2013-07-018
Total participants2013-07-018
Number of participants with account balances2013-07-018
2012: HUGH A. NUTT M.D., P.A. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-018
Total number of active participants reported on line 7a of the Form 55002012-07-017
Number of other retired or separated participants entitled to future benefits2012-07-011
Total of all active and inactive participants2012-07-018
Total participants2012-07-018
Number of participants with account balances2012-07-018
2011: HUGH A. NUTT M.D., P.A. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-018
Total number of active participants reported on line 7a of the Form 55002011-07-017
Number of other retired or separated participants entitled to future benefits2011-07-011
Total of all active and inactive participants2011-07-018
Total participants2011-07-018
Number of participants with account balances2011-07-018
2009: HUGH A. NUTT M.D., P.A. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-018
Total number of active participants reported on line 7a of the Form 55002009-07-017
Number of other retired or separated participants entitled to future benefits2009-07-011
Total of all active and inactive participants2009-07-018
Total participants2009-07-018
Number of participants with account balances2009-07-018

Financial Data on HUGH A. NUTT M.D., P.A. 401(K) PROFIT SHARING PLAN

Measure Date Value
2019 : HUGH A. NUTT M.D., P.A. 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources2019-06-30$20,974
Expenses. Total of all expenses incurred2019-06-30$1,763,497
Benefits paid (including direct rollovers)2019-06-30$1,759,002
Total plan assets at end of year2019-06-30$0
Total plan assets at beginning of year2019-06-30$1,742,523
Value of fidelity bond covering the plan2019-06-30$180,000
Total contributions received or receivable from participants2019-06-30$0
Other income received2019-06-30$20,974
Net income (gross income less expenses)2019-06-30$-1,742,523
Net plan assets at end of year (total assets less liabilities)2019-06-30$0
Net plan assets at beginning of year (total assets less liabilities)2019-06-30$1,742,523
Expenses. Administrative service providers (salaries,fees and commissions)2019-06-30$4,495
2018 : HUGH A. NUTT M.D., P.A. 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources2018-06-30$82,052
Expenses. Total of all expenses incurred2018-06-30$91,569
Benefits paid (including direct rollovers)2018-06-30$82,882
Total plan assets at end of year2018-06-30$1,742,523
Total plan assets at beginning of year2018-06-30$1,752,040
Value of fidelity bond covering the plan2018-06-30$180,000
Total contributions received or receivable from participants2018-06-30$2,910
Other income received2018-06-30$76,570
Net income (gross income less expenses)2018-06-30$-9,517
Net plan assets at end of year (total assets less liabilities)2018-06-30$1,742,523
Net plan assets at beginning of year (total assets less liabilities)2018-06-30$1,752,040
Total contributions received or receivable from employer(s)2018-06-30$2,572
Expenses. Administrative service providers (salaries,fees and commissions)2018-06-30$8,687
2017 : HUGH A. NUTT M.D., P.A. 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources2017-06-30$92,691
Expenses. Total of all expenses incurred2017-06-30$128,488
Benefits paid (including direct rollovers)2017-06-30$120,000
Total plan assets at end of year2017-06-30$1,752,040
Total plan assets at beginning of year2017-06-30$1,787,837
Value of fidelity bond covering the plan2017-06-30$180,000
Total contributions received or receivable from participants2017-06-30$3,345
Other income received2017-06-30$86,852
Net income (gross income less expenses)2017-06-30$-35,797
Net plan assets at end of year (total assets less liabilities)2017-06-30$1,752,040
Net plan assets at beginning of year (total assets less liabilities)2017-06-30$1,787,837
Total contributions received or receivable from employer(s)2017-06-30$2,494
Expenses. Administrative service providers (salaries,fees and commissions)2017-06-30$8,488
2016 : HUGH A. NUTT M.D., P.A. 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources2016-06-30$41,306
Expenses. Total of all expenses incurred2016-06-30$8,276
Total plan assets at end of year2016-06-30$1,787,837
Total plan assets at beginning of year2016-06-30$1,754,807
Value of fidelity bond covering the plan2016-06-30$180,000
Total contributions received or receivable from participants2016-06-30$4,221
Other income received2016-06-30$33,993
Net income (gross income less expenses)2016-06-30$33,030
Net plan assets at end of year (total assets less liabilities)2016-06-30$1,787,837
Net plan assets at beginning of year (total assets less liabilities)2016-06-30$1,754,807
Total contributions received or receivable from employer(s)2016-06-30$3,092
Expenses. Administrative service providers (salaries,fees and commissions)2016-06-30$8,276
2015 : HUGH A. NUTT M.D., P.A. 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-06-30$56,809
Expenses. Total of all expenses incurred2015-06-30$68,080
Benefits paid (including direct rollovers)2015-06-30$60,000
Total plan assets at end of year2015-06-30$1,754,807
Total plan assets at beginning of year2015-06-30$1,766,078
Value of fidelity bond covering the plan2015-06-30$180,000
Total contributions received or receivable from participants2015-06-30$6,547
Other income received2015-06-30$46,279
Net income (gross income less expenses)2015-06-30$-11,271
Net plan assets at end of year (total assets less liabilities)2015-06-30$1,754,807
Net plan assets at beginning of year (total assets less liabilities)2015-06-30$1,766,078
Total contributions received or receivable from employer(s)2015-06-30$3,983
Expenses. Administrative service providers (salaries,fees and commissions)2015-06-30$8,080
2014 : HUGH A. NUTT M.D., P.A. 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-06-30$95,066
Expenses. Total of all expenses incurred2014-06-30$110,110
Benefits paid (including direct rollovers)2014-06-30$102,219
Total plan assets at end of year2014-06-30$1,766,078
Total plan assets at beginning of year2014-06-30$1,781,122
Value of fidelity bond covering the plan2014-06-30$175,000
Total contributions received or receivable from participants2014-06-30$6,748
Other income received2014-06-30$84,305
Net income (gross income less expenses)2014-06-30$-15,044
Net plan assets at end of year (total assets less liabilities)2014-06-30$1,766,078
Net plan assets at beginning of year (total assets less liabilities)2014-06-30$1,781,122
Total contributions received or receivable from employer(s)2014-06-30$4,013
Expenses. Administrative service providers (salaries,fees and commissions)2014-06-30$7,891
2013 : HUGH A. NUTT M.D., P.A. 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-06-30$152,157
Expenses. Total of all expenses incurred2013-06-30$7,707
Total plan assets at end of year2013-06-30$1,781,122
Total plan assets at beginning of year2013-06-30$1,636,672
Value of fidelity bond covering the plan2013-06-30$175,000
Total contributions received or receivable from participants2013-06-30$52,814
Other income received2013-06-30$84,861
Net income (gross income less expenses)2013-06-30$144,450
Net plan assets at end of year (total assets less liabilities)2013-06-30$1,781,122
Net plan assets at beginning of year (total assets less liabilities)2013-06-30$1,636,672
Total contributions received or receivable from employer(s)2013-06-30$14,482
Expenses. Administrative service providers (salaries,fees and commissions)2013-06-30$7,707
2012 : HUGH A. NUTT M.D., P.A. 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-06-30$108,018
Expenses. Total of all expenses incurred2012-06-30$7,534
Total plan assets at end of year2012-06-30$1,636,672
Total plan assets at beginning of year2012-06-30$1,536,188
Value of fidelity bond covering the plan2012-06-30$175,000
Total contributions received or receivable from participants2012-06-30$50,374
Other income received2012-06-30$42,845
Net income (gross income less expenses)2012-06-30$100,484
Net plan assets at end of year (total assets less liabilities)2012-06-30$1,636,672
Net plan assets at beginning of year (total assets less liabilities)2012-06-30$1,536,188
Total contributions received or receivable from employer(s)2012-06-30$14,799
Expenses. Administrative service providers (salaries,fees and commissions)2012-06-30$7,534
2011 : HUGH A. NUTT M.D., P.A. 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-06-30$139,011
Expenses. Total of all expenses incurred2011-06-30$7,356
Total plan assets at end of year2011-06-30$1,536,188
Total plan assets at beginning of year2011-06-30$1,404,533
Value of fidelity bond covering the plan2011-06-30$175,000
Total contributions received or receivable from participants2011-06-30$48,812
Other income received2011-06-30$75,108
Net income (gross income less expenses)2011-06-30$131,655
Net plan assets at end of year (total assets less liabilities)2011-06-30$1,536,188
Net plan assets at beginning of year (total assets less liabilities)2011-06-30$1,404,533
Total contributions received or receivable from employer(s)2011-06-30$15,091
Expenses. Administrative service providers (salaries,fees and commissions)2011-06-30$7,356

Form 5500 Responses for HUGH A. NUTT M.D., P.A. 401(K) PROFIT SHARING PLAN

2018: HUGH A. NUTT M.D., P.A. 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01This submission is the final filingYes
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement - TrustYes
2017: HUGH A. NUTT M.D., P.A. 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement - TrustYes
2016: HUGH A. NUTT M.D., P.A. 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement - TrustYes
2015: HUGH A. NUTT M.D., P.A. 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement - TrustYes
2014: HUGH A. NUTT M.D., P.A. 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement - TrustYes
2013: HUGH A. NUTT M.D., P.A. 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Plan funding arrangement – InsuranceYes
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement – InsuranceYes
2013-07-01Plan benefit arrangement - TrustYes
2012: HUGH A. NUTT M.D., P.A. 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement - TrustYes
2011: HUGH A. NUTT M.D., P.A. 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Plan funding arrangement – InsuranceYes
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement – InsuranceYes
2011-07-01Plan benefit arrangement - TrustYes
2009: HUGH A. NUTT M.D., P.A. 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01This submission is the final filingNo
2009-07-01Plan funding arrangement – InsuranceYes
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement – InsuranceYes
2009-07-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract numberG5877
Policy instance 1
Insurance contract or identification numberG5877
Number of Individuals Covered0
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number91674823
Policy instance 2
Insurance contract or identification number91674823
Number of Individuals Covered0
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Total amount of commissions paid to insurance brokerUSD $1,614
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,614
Insurance broker organization code?3
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number91674823
Policy instance 2
Insurance contract or identification number91674823
Number of Individuals Covered7
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Total amount of commissions paid to insurance brokerUSD $3,360
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract numberG5877
Policy instance 1
Insurance contract or identification numberG5877
Number of Individuals Covered5
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract numberG5877
Policy instance 1
Insurance contract or identification numberG5877
Number of Individuals Covered5
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number91674823
Policy instance 2
Insurance contract or identification number91674823
Number of Individuals Covered7
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
Total amount of commissions paid to insurance brokerUSD $3,089
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,089
Insurance broker organization code?3
Insurance broker nameROBERT SCOTT, CLU
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract numberG5877
Policy instance 1
Insurance contract or identification numberG5877
Number of Individuals Covered5
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
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
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number91674823
Policy instance 2
Insurance contract or identification number91674823
Number of Individuals Covered7
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Total amount of commissions paid to insurance brokerUSD $3,047
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
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,047
Insurance broker organization code?3
Insurance broker nameROBERT SCOTT, CLU
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number91674823
Policy instance 2
Insurance contract or identification number91674823
Number of Individuals Covered7
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Total amount of commissions paid to insurance brokerUSD $2,775
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
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,775
Insurance broker organization code?3
Insurance broker nameROBERT SCOTT, CLU
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract numberG5877
Policy instance 1
Insurance contract or identification numberG5877
Number of Individuals Covered5
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
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
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract numberG5877
Policy instance 1
Insurance contract or identification numberG5877
Number of Individuals Covered5
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
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
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number91674823
Policy instance 2
Insurance contract or identification number91674823
Number of Individuals Covered8
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Total amount of commissions paid to insurance brokerUSD $2,273
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
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,273
Insurance broker organization code?3
Insurance broker nameROBERT SCOTT, CLU
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract numberG5877
Policy instance 1
Insurance contract or identification numberG5877
Number of Individuals Covered5
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
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
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number91674823
Policy instance 2
Insurance contract or identification number91674823
Number of Individuals Covered8
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
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
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number91674823
Policy instance 2
Insurance contract or identification number91674823
Number of Individuals Covered8
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
Total amount of commissions paid to insurance brokerUSD $1,553
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
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract numberG5877
Policy instance 1
Insurance contract or identification numberG5877
Number of Individuals Covered5
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
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
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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