CITY SAVINGS BANK & TRUST has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan SAVINGS PLAN FOR EMPLOYEES OF CITY SAVINGS BANK & TRUST COMPANY
401k plan membership statisitcs for SAVINGS PLAN FOR EMPLOYEES OF CITY SAVINGS BANK & TRUST COMPANY
| Measure | Date | Value |
|---|
| 2014: SAVINGS PLAN FOR EMPLOYEES OF CITY SAVINGS BANK & TRUST COMPANY 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 88 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 101 |
| Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 2 |
| Total of all active and inactive participants | 2014-01-01 | 103 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
| Total participants | 2014-01-01 | 103 |
| Number of participants with account balances | 2014-01-01 | 57 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
| 2013: SAVINGS PLAN FOR EMPLOYEES OF CITY SAVINGS BANK & TRUST COMPANY 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 93 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 99 |
| Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 1 |
| Total of all active and inactive participants | 2013-01-01 | 100 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
| Total participants | 2013-01-01 | 100 |
| Number of participants with account balances | 2013-01-01 | 62 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 5 |
| 2012: SAVINGS PLAN FOR EMPLOYEES OF CITY SAVINGS BANK & TRUST COMPANY 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 80 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 99 |
| Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 2 |
| Total of all active and inactive participants | 2012-01-01 | 101 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
| Total participants | 2012-01-01 | 101 |
| Number of participants with account balances | 2012-01-01 | 99 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
| 2011: SAVINGS PLAN FOR EMPLOYEES OF CITY SAVINGS BANK & TRUST COMPANY 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 81 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 94 |
| Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 0 |
| Total of all active and inactive participants | 2011-01-01 | 94 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
| Total participants | 2011-01-01 | 94 |
| Number of participants with account balances | 2011-01-01 | 51 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
| 2009: SAVINGS PLAN FOR EMPLOYEES OF CITY SAVINGS BANK & TRUST COMPANY 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 85 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 75 |
| Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 13 |
| Total of all active and inactive participants | 2009-01-01 | 88 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
| Total participants | 2009-01-01 | 88 |
| Number of participants with account balances | 2009-01-01 | 56 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 2 |
| Measure | Date | Value |
|---|
| 2014 : SAVINGS PLAN FOR EMPLOYEES OF CITY SAVINGS BANK & TRUST COMPANY 2014 401k financial data |
|---|
| Transfers to/from the plan | 2014-12-31 | $81 |
| Total income from all sources | 2014-12-31 | $285,955 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $56,032 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $55,561 |
| Total plan assets at end of year | 2014-12-31 | $2,251,091 |
| Total plan assets at beginning of year | 2014-12-31 | $2,021,087 |
| Value of fidelity bond covering the plan | 2014-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $139,360 |
| Expenses. Other expenses not covered elsewhere | 2014-12-31 | $471 |
| Contributions received from other sources (not participants or employers) | 2014-12-31 | $3,747 |
| Other income received | 2014-12-31 | $85,889 |
| Net income (gross income less expenses) | 2014-12-31 | $229,923 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $2,251,091 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $2,021,087 |
| Assets. Value of participant loans | 2014-12-31 | $19,943 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $56,959 |
| Value of certain deemed distributions of participant loans | 2014-12-31 | $0 |
| Value of corrective distributions | 2014-12-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2014-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2014-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2014-12-31 | $0 |
| 2013 : SAVINGS PLAN FOR EMPLOYEES OF CITY SAVINGS BANK & TRUST COMPANY 2013 401k financial data |
|---|
| Transfers to/from the plan | 2013-12-31 | $0 |
| Total income from all sources | 2013-12-31 | $438,276 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $272,243 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $271,754 |
| Total plan assets at end of year | 2013-12-31 | $2,021,087 |
| Total plan assets at beginning of year | 2013-12-31 | $1,855,054 |
| Value of fidelity bond covering the plan | 2013-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $142,321 |
| Expenses. Other expenses not covered elsewhere | 2013-12-31 | $489 |
| Contributions received from other sources (not participants or employers) | 2013-12-31 | $0 |
| Other income received | 2013-12-31 | $238,070 |
| Net income (gross income less expenses) | 2013-12-31 | $166,033 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $2,021,087 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $1,855,054 |
| Assets. Value of participant loans | 2013-12-31 | $41,995 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $57,885 |
| Value of certain deemed distributions of participant loans | 2013-12-31 | $0 |
| Value of corrective distributions | 2013-12-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2013-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2013-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2013-12-31 | $0 |
| 2012 : SAVINGS PLAN FOR EMPLOYEES OF CITY SAVINGS BANK & TRUST COMPANY 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $363,918 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $186 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $0 |
| Total plan assets at end of year | 2012-12-31 | $1,855,054 |
| Total plan assets at beginning of year | 2012-12-31 | $1,491,322 |
| Value of fidelity bond covering the plan | 2012-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $138,218 |
| Expenses. Other expenses not covered elsewhere | 2012-12-31 | $186 |
| Contributions received from other sources (not participants or employers) | 2012-12-31 | $0 |
| Other income received | 2012-12-31 | $168,820 |
| Net income (gross income less expenses) | 2012-12-31 | $363,732 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $1,855,054 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $1,491,322 |
| Assets. Value of participant loans | 2012-12-31 | $53,746 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $56,880 |
| Value of certain deemed distributions of participant loans | 2012-12-31 | $0 |
| Value of corrective distributions | 2012-12-31 | $0 |
| 2011 : SAVINGS PLAN FOR EMPLOYEES OF CITY SAVINGS BANK & TRUST COMPANY 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $110,405 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $153,206 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $153,146 |
| Total plan assets at end of year | 2011-12-31 | $1,491,322 |
| Total plan assets at beginning of year | 2011-12-31 | $1,534,123 |
| Value of fidelity bond covering the plan | 2011-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $132,090 |
| Expenses. Other expenses not covered elsewhere | 2011-12-31 | $60 |
| Contributions received from other sources (not participants or employers) | 2011-12-31 | $1,110 |
| Other income received | 2011-12-31 | $-75,679 |
| Net income (gross income less expenses) | 2011-12-31 | $-42,801 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $1,491,322 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $1,534,123 |
| Assets. Value of participant loans | 2011-12-31 | $54,199 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $52,884 |
| Funding deficiency by the employer to the plan for this plan year | 2011-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2011-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2011-12-31 | $0 |
| 2010 : SAVINGS PLAN FOR EMPLOYEES OF CITY SAVINGS BANK & TRUST COMPANY 2010 401k financial data |
|---|
| Transfers to/from the plan | 2010-12-31 | $0 |
| Total income from all sources | 2010-12-31 | $325,795 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $40,704 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $36,105 |
| Total plan assets at end of year | 2010-12-31 | $1,534,123 |
| Total plan assets at beginning of year | 2010-12-31 | $1,249,032 |
| Value of fidelity bond covering the plan | 2010-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $117,098 |
| Expenses. Other expenses not covered elsewhere | 2010-12-31 | $60 |
| Contributions received from other sources (not participants or employers) | 2010-12-31 | $8,473 |
| Other income received | 2010-12-31 | $153,221 |
| Net income (gross income less expenses) | 2010-12-31 | $285,091 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $1,534,123 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $1,249,032 |
| Assets. Value of participant loans | 2010-12-31 | $10,480 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $47,003 |
| Value of certain deemed distributions of participant loans | 2010-12-31 | $0 |
| Value of corrective distributions | 2010-12-31 | $4,539 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2010-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2010-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2010-12-31 | $0 |
| 2009 : SAVINGS PLAN FOR EMPLOYEES OF CITY SAVINGS BANK & TRUST COMPANY 2009 401k financial data |
|---|
| Funding deficiency by the employer to the plan for this plan year | 2009-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2009-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2009-12-31 | $0 |
| 2014: SAVINGS PLAN FOR EMPLOYEES OF CITY SAVINGS BANK & TRUST COMPANY 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Submission has been amended | No |
| 2014-01-01 | This submission is the final filing | No |
| 2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-01-01 | Plan is a collectively bargained plan | No |
| 2014-01-01 | Plan funding arrangement – Insurance | Yes |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2013: SAVINGS PLAN FOR EMPLOYEES OF CITY SAVINGS BANK & TRUST COMPANY 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Submission has been amended | No |
| 2013-01-01 | This submission is the final filing | No |
| 2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-01-01 | Plan is a collectively bargained plan | No |
| 2013-01-01 | Plan funding arrangement – Insurance | Yes |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2012: SAVINGS PLAN FOR EMPLOYEES OF CITY SAVINGS BANK & TRUST COMPANY 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Submission has been amended | No |
| 2012-01-01 | This submission is the final filing | No |
| 2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-01-01 | Plan is a collectively bargained plan | No |
| 2012-01-01 | Plan funding arrangement – Insurance | Yes |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2011: SAVINGS PLAN FOR EMPLOYEES OF CITY SAVINGS BANK & TRUST COMPANY 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Submission has been amended | No |
| 2011-01-01 | This submission is the final filing | No |
| 2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-01-01 | Plan is a collectively bargained plan | No |
| 2011-01-01 | Plan funding arrangement – Insurance | Yes |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2009: SAVINGS PLAN FOR EMPLOYEES OF CITY SAVINGS BANK & TRUST COMPANY 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | No |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan is a collectively bargained plan | No |
| 2009-01-01 | Plan funding arrangement – Insurance | Yes |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement – Insurance | Yes |
| HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 ) |
| Policy contract number | GA-829279 |
| Policy instance | 1 |
| Insurance contract or identification number | GA-829279 | | Number of Individuals Covered | 57 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Total amount of commissions paid to insurance broker | USD $4,094 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $4,094 | | Insurance broker organization code? | 3 | | Insurance broker name | LPL FINANCIAL CORPORATION |
|
| HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 ) |
| Policy contract number | GA-829279 |
| Policy instance | 1 |
| Insurance contract or identification number | GA-829279 | | Number of Individuals Covered | 62 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | Total amount of commissions paid to insurance broker | USD $3,827 | | Total amount of fees paid to insurance company | USD $54 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $3,827 | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 54 | | Additional information about fees paid to insurance broker | SALES/MARKETING | | Insurance broker name | LPL FINANCIAL LLC |
|
| HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 ) |
| Policy contract number | GA-829279 |
| Policy instance | 1 |
| Insurance contract or identification number | GA-829279 | | Number of Individuals Covered | 99 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Total amount of commissions paid to insurance broker | USD $2,811 | | Total amount of fees paid to insurance company | USD $75 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $2,811 | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 75 | | Additional information about fees paid to insurance broker | SALES/MARKETING | | Insurance broker name | LPL FINANCIAL LLC |
|
| HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 ) |
| Policy contract number | GA-829279 |
| Policy instance | 1 |
| Insurance contract or identification number | GA-829279 | | Number of Individuals Covered | 51 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | Total amount of commissions paid to insurance broker | USD $2,851 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 ) |
| Policy contract number | GA-005785 |
| Policy instance | 1 |
| Insurance contract or identification number | GA-005785 | | Number of Individuals Covered | 58 | | Insurance policy start date | 2010-01-01 | | Insurance policy end date | 2010-12-31 | | Total amount of commissions paid to insurance broker | USD $2,461 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $326 | | Insurance broker organization code? | 3 | | Insurance broker name | UVEST FINANCIAL SVCS GRP INC |
|
