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VAN M. ARDOIN, MD, AMC PS PLAN AND TRUST 401k Plan overview

Plan NameVAN M. ARDOIN, MD, AMC PS PLAN AND TRUST
Plan identification number 002

VAN M. ARDOIN, MD, AMC PS PLAN AND TRUST Benefits

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

401k Sponsoring company profile

VAN M. ARDOIN, MD, A PROF CORP. has sponsored the creation of one or more 401k plans.

Company Name:VAN M. ARDOIN, MD, A PROF CORP.
Employer identification number (EIN):720857289
NAIC Classification:621320
NAIC Description:Offices of Optometrists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan VAN M. ARDOIN, MD, AMC PS PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-09-01
0022022-09-01
0022021-09-01
0022020-09-01
0022019-09-01
0022018-09-01
0022017-09-01VAN M ARDOIN, MD VAN M. ARDOIN, M. D.2018-12-17
0022016-09-01VAN M. ARDOIN, M. D. VAN M. ARDOIN, M. D.2017-12-15
0022015-09-01VAN M. ARDOIN, M. D. VAN M. ARDOIN, M. D.2016-12-13
0022014-09-01VAN M. ARDOIN, M. D. VAN M. ARDOIN, M. D.2015-10-20
0022013-09-01VAN M. ARDOIN, M. D. VAN M. ARDOIN, M. D.2014-11-25
0022012-09-01VAN M. ARDOIN, M. D. VAN M. ARDOIN, M. D.2014-02-11
0022011-09-01VAN M. ARDOIN, M. D. VAN M. ARDOIN, M. D.2013-03-22
0022009-09-01VAN ARDOIN

Plan Statistics for VAN M. ARDOIN, MD, AMC PS PLAN AND TRUST

401k plan membership statisitcs for VAN M. ARDOIN, MD, AMC PS PLAN AND TRUST

Measure Date Value
2023: VAN M. ARDOIN, MD, AMC PS PLAN AND TRUST 2023 401k membership
Total participants, beginning-of-year2023-09-011
Total number of active participants reported on line 7a of the Form 55002023-09-010
Number of retired or separated participants receiving benefits2023-09-011
Total of all active and inactive participants2023-09-011
Total participants2023-09-011
Number of participants with account balances2023-09-011
2022: VAN M. ARDOIN, MD, AMC PS PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year2022-09-011
Number of retired or separated participants receiving benefits2022-09-011
Total of all active and inactive participants2022-09-011
Total participants2022-09-011
Number of participants with account balances2022-09-011
2021: VAN M. ARDOIN, MD, AMC PS PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year2021-09-011
Total number of active participants reported on line 7a of the Form 55002021-09-010
Number of retired or separated participants receiving benefits2021-09-011
Number of other retired or separated participants entitled to future benefits2021-09-010
Total of all active and inactive participants2021-09-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-09-010
Total participants2021-09-011
Number of participants with account balances2021-09-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-09-010
2020: VAN M. ARDOIN, MD, AMC PS PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year2020-09-011
Total number of active participants reported on line 7a of the Form 55002020-09-011
Total of all active and inactive participants2020-09-011
Total participants2020-09-011
Number of participants with account balances2020-09-011
2019: VAN M. ARDOIN, MD, AMC PS PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year2019-09-011
Total number of active participants reported on line 7a of the Form 55002019-09-011
Total of all active and inactive participants2019-09-011
Total participants2019-09-011
Number of participants with account balances2019-09-011
2018: VAN M. ARDOIN, MD, AMC PS PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year2018-09-013
Total number of active participants reported on line 7a of the Form 55002018-09-011
Number of other retired or separated participants entitled to future benefits2018-09-010
Total of all active and inactive participants2018-09-011
Total participants2018-09-011
Number of participants with account balances2018-09-011
2017: VAN M. ARDOIN, MD, AMC PS PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year2017-09-013
Total number of active participants reported on line 7a of the Form 55002017-09-011
Number of other retired or separated participants entitled to future benefits2017-09-012
Total of all active and inactive participants2017-09-013
Total participants2017-09-013
Number of participants with account balances2017-09-013
2016: VAN M. ARDOIN, MD, AMC PS PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year2016-09-013
Total number of active participants reported on line 7a of the Form 55002016-09-011
Number of other retired or separated participants entitled to future benefits2016-09-012
Total of all active and inactive participants2016-09-013
Total participants2016-09-013
Number of participants with account balances2016-09-013
2015: VAN M. ARDOIN, MD, AMC PS PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year2015-09-013
Total number of active participants reported on line 7a of the Form 55002015-09-011
Number of other retired or separated participants entitled to future benefits2015-09-012
Total of all active and inactive participants2015-09-013
Total participants2015-09-013
Number of participants with account balances2015-09-013
2014: VAN M. ARDOIN, MD, AMC PS PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year2014-09-013
Total number of active participants reported on line 7a of the Form 55002014-09-011
Number of other retired or separated participants entitled to future benefits2014-09-012
Total of all active and inactive participants2014-09-013
Total participants2014-09-013
Number of participants with account balances2014-09-013
2013: VAN M. ARDOIN, MD, AMC PS PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year2013-09-013
Total number of active participants reported on line 7a of the Form 55002013-09-011
Number of other retired or separated participants entitled to future benefits2013-09-012
Total of all active and inactive participants2013-09-013
Total participants2013-09-013
Number of participants with account balances2013-09-013
2012: VAN M. ARDOIN, MD, AMC PS PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year2012-09-013
Total number of active participants reported on line 7a of the Form 55002012-09-011
Number of other retired or separated participants entitled to future benefits2012-09-012
Total of all active and inactive participants2012-09-013
Total participants2012-09-013
Number of participants with account balances2012-09-013
2011: VAN M. ARDOIN, MD, AMC PS PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year2011-09-016
Total number of active participants reported on line 7a of the Form 55002011-09-011
Number of other retired or separated participants entitled to future benefits2011-09-012
Total of all active and inactive participants2011-09-013
Total participants2011-09-013
Number of participants with account balances2011-09-013
2009: VAN M. ARDOIN, MD, AMC PS PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year2009-09-017
Total number of active participants reported on line 7a of the Form 55002009-09-012
Number of other retired or separated participants entitled to future benefits2009-09-014
Total of all active and inactive participants2009-09-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-09-011
Total participants2009-09-017
Number of participants with account balances2009-09-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-09-010

Financial Data on VAN M. ARDOIN, MD, AMC PS PLAN AND TRUST

Measure Date Value
2024 : VAN M. ARDOIN, MD, AMC PS PLAN AND TRUST 2024 401k financial data
Total income from all sources2024-08-31$421,674
Expenses. Total of all expenses incurred2024-08-31$78,164
Benefits paid (including direct rollovers)2024-08-31$77,400
Total plan assets at end of year2024-08-31$2,032,235
Total plan assets at beginning of year2024-08-31$1,688,725
Value of fidelity bond covering the plan2024-08-31$50,000
Other income received2024-08-31$421,674
Net income (gross income less expenses)2024-08-31$343,510
Net plan assets at end of year (total assets less liabilities)2024-08-31$2,032,235
Net plan assets at beginning of year (total assets less liabilities)2024-08-31$1,688,725
Expenses. Administrative service providers (salaries,fees and commissions)2024-08-31$764
2023 : VAN M. ARDOIN, MD, AMC PS PLAN AND TRUST 2023 401k financial data
Total income from all sources2023-08-31$307,686
Expenses. Total of all expenses incurred2023-08-31$2,200
Benefits paid (including direct rollovers)2023-08-31$2,200
Total plan assets at end of year2023-08-31$1,688,725
Total plan assets at beginning of year2023-08-31$1,383,239
Value of fidelity bond covering the plan2023-08-31$50,000
Assets. Value of tangible personal property2023-08-31$19,300
Other income received2023-08-31$307,686
Net income (gross income less expenses)2023-08-31$305,486
Net plan assets at end of year (total assets less liabilities)2023-08-31$1,688,725
Net plan assets at beginning of year (total assets less liabilities)2023-08-31$1,383,239
2022 : VAN M. ARDOIN, MD, AMC PS PLAN AND TRUST 2022 401k financial data
Total income from all sources2022-08-31$-104,074
Expenses. Total of all expenses incurred2022-08-31$202,483
Benefits paid (including direct rollovers)2022-08-31$202,100
Total plan assets at end of year2022-08-31$1,383,239
Total plan assets at beginning of year2022-08-31$1,689,796
Value of fidelity bond covering the plan2022-08-31$50,000
Other income received2022-08-31$-104,074
Net income (gross income less expenses)2022-08-31$-306,557
Net plan assets at end of year (total assets less liabilities)2022-08-31$1,383,239
Net plan assets at beginning of year (total assets less liabilities)2022-08-31$1,689,796
Expenses. Administrative service providers (salaries,fees and commissions)2022-08-31$383
2021 : VAN M. ARDOIN, MD, AMC PS PLAN AND TRUST 2021 401k financial data
Total income from all sources2021-08-31$345,938
Expenses. Total of all expenses incurred2021-08-31$71,839
Benefits paid (including direct rollovers)2021-08-31$71,485
Total plan assets at end of year2021-08-31$1,689,796
Total plan assets at beginning of year2021-08-31$1,415,697
Value of fidelity bond covering the plan2021-08-31$50,000
Assets. Value of tangible personal property2021-08-31$19,300
Other income received2021-08-31$345,938
Net income (gross income less expenses)2021-08-31$274,099
Net plan assets at end of year (total assets less liabilities)2021-08-31$1,689,796
Net plan assets at beginning of year (total assets less liabilities)2021-08-31$1,415,697
Expenses. Administrative service providers (salaries,fees and commissions)2021-08-31$354
2020 : VAN M. ARDOIN, MD, AMC PS PLAN AND TRUST 2020 401k financial data
Total income from all sources2020-08-31$-116
Expenses. Total of all expenses incurred2020-08-31$189,108
Benefits paid (including direct rollovers)2020-08-31$187,000
Total plan assets at end of year2020-08-31$1,415,697
Total plan assets at beginning of year2020-08-31$1,604,921
Value of fidelity bond covering the plan2020-08-31$50,000
Assets. Value of tangible personal property2020-08-31$19,300
Other income received2020-08-31$-1,966
Noncash contributions received2020-08-31$1,850
Net income (gross income less expenses)2020-08-31$-189,224
Net plan assets at end of year (total assets less liabilities)2020-08-31$1,415,697
Net plan assets at beginning of year (total assets less liabilities)2020-08-31$1,604,921
Expenses. Administrative service providers (salaries,fees and commissions)2020-08-31$2,108
2019 : VAN M. ARDOIN, MD, AMC PS PLAN AND TRUST 2019 401k financial data
Total income from all sources2019-08-31$95,024
Expenses. Total of all expenses incurred2019-08-31$72,690
Benefits paid (including direct rollovers)2019-08-31$72,260
Total plan assets at end of year2019-08-31$1,604,921
Total plan assets at beginning of year2019-08-31$1,582,587
Value of fidelity bond covering the plan2019-08-31$50,000
Assets. Value of tangible personal property2019-08-31$19,300
Other income received2019-08-31$87,222
Noncash contributions received2019-08-31$7,802
Net income (gross income less expenses)2019-08-31$22,334
Net plan assets at end of year (total assets less liabilities)2019-08-31$1,604,921
Net plan assets at beginning of year (total assets less liabilities)2019-08-31$1,582,587
Expenses. Administrative service providers (salaries,fees and commissions)2019-08-31$430
2018 : VAN M. ARDOIN, MD, AMC PS PLAN AND TRUST 2018 401k financial data
Total income from all sources2018-08-31$104,626
Expenses. Total of all expenses incurred2018-08-31$59,452
Benefits paid (including direct rollovers)2018-08-31$59,000
Total plan assets at end of year2018-08-31$1,582,587
Total plan assets at beginning of year2018-08-31$1,537,413
Value of fidelity bond covering the plan2018-08-31$50,000
Assets. Value of tangible personal property2018-08-31$19,300
Other income received2018-08-31$96,272
Noncash contributions received2018-08-31$8,354
Net income (gross income less expenses)2018-08-31$45,174
Net plan assets at end of year (total assets less liabilities)2018-08-31$1,582,587
Net plan assets at beginning of year (total assets less liabilities)2018-08-31$1,537,413
Expenses. Administrative service providers (salaries,fees and commissions)2018-08-31$452
2017 : VAN M. ARDOIN, MD, AMC PS PLAN AND TRUST 2017 401k financial data
Total income from all sources2017-08-31$139,526
Expenses. Total of all expenses incurred2017-08-31$53,950
Benefits paid (including direct rollovers)2017-08-31$53,000
Total plan assets at end of year2017-08-31$1,537,413
Total plan assets at beginning of year2017-08-31$1,451,837
Value of fidelity bond covering the plan2017-08-31$50,000
Assets. Value of tangible personal property2017-08-31$19,300
Expenses. Other expenses not covered elsewhere2017-08-31$535
Other income received2017-08-31$131,433
Noncash contributions received2017-08-31$8,093
Net income (gross income less expenses)2017-08-31$85,576
Net plan assets at end of year (total assets less liabilities)2017-08-31$1,537,413
Net plan assets at beginning of year (total assets less liabilities)2017-08-31$1,451,837
Expenses. Administrative service providers (salaries,fees and commissions)2017-08-31$415
2016 : VAN M. ARDOIN, MD, AMC PS PLAN AND TRUST 2016 401k financial data
Total income from all sources2016-08-31$126,938
Expenses. Total of all expenses incurred2016-08-31$419
Total plan assets at end of year2016-08-31$1,451,837
Total plan assets at beginning of year2016-08-31$1,325,318
Value of fidelity bond covering the plan2016-08-31$50,000
Assets. Value of tangible personal property2016-08-31$19,300
Other income received2016-08-31$119,098
Noncash contributions received2016-08-31$7,840
Net income (gross income less expenses)2016-08-31$126,519
Net plan assets at end of year (total assets less liabilities)2016-08-31$1,451,837
Net plan assets at beginning of year (total assets less liabilities)2016-08-31$1,325,318
Expenses. Administrative service providers (salaries,fees and commissions)2016-08-31$419
2015 : VAN M. ARDOIN, MD, AMC PS PLAN AND TRUST 2015 401k financial data
Total income from all sources2015-08-31$14,267
Expenses. Total of all expenses incurred2015-08-31$421
Total plan assets at end of year2015-08-31$1,325,318
Total plan assets at beginning of year2015-08-31$1,311,472
Value of fidelity bond covering the plan2015-08-31$50,000
Assets. Value of tangible personal property2015-08-31$19,300
Other income received2015-08-31$7,539
Noncash contributions received2015-08-31$6,728
Net income (gross income less expenses)2015-08-31$13,846
Net plan assets at end of year (total assets less liabilities)2015-08-31$1,325,318
Net plan assets at beginning of year (total assets less liabilities)2015-08-31$1,311,472
Expenses. Administrative service providers (salaries,fees and commissions)2015-08-31$421
2014 : VAN M. ARDOIN, MD, AMC PS PLAN AND TRUST 2014 401k financial data
Total income from all sources2014-08-31$103,942
Expenses. Total of all expenses incurred2014-08-31$425
Total plan assets at end of year2014-08-31$1,311,472
Total plan assets at beginning of year2014-08-31$1,207,955
Value of fidelity bond covering the plan2014-08-31$50,000
Other income received2014-08-31$98,232
Noncash contributions received2014-08-31$5,710
Net income (gross income less expenses)2014-08-31$103,517
Net plan assets at end of year (total assets less liabilities)2014-08-31$1,311,472
Net plan assets at beginning of year (total assets less liabilities)2014-08-31$1,207,955
Expenses. Administrative service providers (salaries,fees and commissions)2014-08-31$425
2013 : VAN M. ARDOIN, MD, AMC PS PLAN AND TRUST 2013 401k financial data
Total income from all sources2013-08-31$91,749
Expenses. Total of all expenses incurred2013-08-31$419
Total plan assets at end of year2013-08-31$1,207,955
Total plan assets at beginning of year2013-08-31$1,116,625
Value of fidelity bond covering the plan2013-08-31$50,000
Assets. Value of tangible personal property2013-08-31$19,300
Other income received2013-08-31$86,110
Noncash contributions received2013-08-31$5,639
Net income (gross income less expenses)2013-08-31$91,330
Net plan assets at end of year (total assets less liabilities)2013-08-31$1,207,955
Net plan assets at beginning of year (total assets less liabilities)2013-08-31$1,116,625
Expenses. Administrative service providers (salaries,fees and commissions)2013-08-31$419
2012 : VAN M. ARDOIN, MD, AMC PS PLAN AND TRUST 2012 401k financial data
Total income from all sources2012-08-31$86,477
Expenses. Total of all expenses incurred2012-08-31$8,146
Benefits paid (including direct rollovers)2012-08-31$7,745
Total plan assets at end of year2012-08-31$1,116,625
Total plan assets at beginning of year2012-08-31$1,038,294
Value of fidelity bond covering the plan2012-08-31$50,000
Assets. Value of tangible personal property2012-08-31$19,300
Other income received2012-08-31$76,220
Noncash contributions received2012-08-31$10,257
Net income (gross income less expenses)2012-08-31$78,331
Net plan assets at end of year (total assets less liabilities)2012-08-31$1,116,625
Net plan assets at beginning of year (total assets less liabilities)2012-08-31$1,038,294
Expenses. Administrative service providers (salaries,fees and commissions)2012-08-31$401
2011 : VAN M. ARDOIN, MD, AMC PS PLAN AND TRUST 2011 401k financial data
Total plan liabilities at end of year2011-08-31$0
Total plan liabilities at beginning of year2011-08-31$44,469
Total income from all sources2011-08-31$98,807
Expenses. Total of all expenses incurred2011-08-31$401
Total plan assets at end of year2011-08-31$1,038,294
Total plan assets at beginning of year2011-08-31$984,357
Value of fidelity bond covering the plan2011-08-31$50,000
Assets. Value of tangible personal property2011-08-31$19,300
Other income received2011-08-31$96,870
Noncash contributions received2011-08-31$1,937
Net income (gross income less expenses)2011-08-31$98,406
Net plan assets at end of year (total assets less liabilities)2011-08-31$1,038,294
Net plan assets at beginning of year (total assets less liabilities)2011-08-31$939,888
Expenses. Administrative service providers (salaries,fees and commissions)2011-08-31$401

Form 5500 Responses for VAN M. ARDOIN, MD, AMC PS PLAN AND TRUST

2023: VAN M. ARDOIN, MD, AMC PS PLAN AND TRUST 2023 form 5500 responses
2023-09-01Type of plan entitySingle employer plan
2023-09-01Plan funding arrangement – TrustYes
2023-09-01Plan benefit arrangement - TrustYes
2022: VAN M. ARDOIN, MD, AMC PS PLAN AND TRUST 2022 form 5500 responses
2022-09-01Type of plan entitySingle employer plan
2022-09-01Plan funding arrangement – TrustYes
2022-09-01Plan benefit arrangement - TrustYes
2021: VAN M. ARDOIN, MD, AMC PS PLAN AND TRUST 2021 form 5500 responses
2021-09-01Type of plan entitySingle employer plan
2021-09-01Plan funding arrangement – TrustYes
2021-09-01Plan benefit arrangement - TrustYes
2020: VAN M. ARDOIN, MD, AMC PS PLAN AND TRUST 2020 form 5500 responses
2020-09-01Type of plan entitySingle employer plan
2020-09-01Plan funding arrangement – TrustYes
2020-09-01Plan benefit arrangement - TrustYes
2019: VAN M. ARDOIN, MD, AMC PS PLAN AND TRUST 2019 form 5500 responses
2019-09-01Type of plan entitySingle employer plan
2019-09-01Plan funding arrangement – TrustYes
2019-09-01Plan benefit arrangement - TrustYes
2018: VAN M. ARDOIN, MD, AMC PS PLAN AND TRUST 2018 form 5500 responses
2018-09-01Type of plan entitySingle employer plan
2018-09-01Plan funding arrangement – TrustYes
2018-09-01Plan benefit arrangement - TrustYes
2017: VAN M. ARDOIN, MD, AMC PS PLAN AND TRUST 2017 form 5500 responses
2017-09-01Type of plan entitySingle employer plan
2017-09-01Plan funding arrangement – InsuranceYes
2017-09-01Plan funding arrangement – TrustYes
2017-09-01Plan benefit arrangement – InsuranceYes
2017-09-01Plan benefit arrangement - TrustYes
2016: VAN M. ARDOIN, MD, AMC PS PLAN AND TRUST 2016 form 5500 responses
2016-09-01Type of plan entitySingle employer plan
2016-09-01Plan funding arrangement – InsuranceYes
2016-09-01Plan funding arrangement – TrustYes
2016-09-01Plan benefit arrangement – InsuranceYes
2016-09-01Plan benefit arrangement - TrustYes
2015: VAN M. ARDOIN, MD, AMC PS PLAN AND TRUST 2015 form 5500 responses
2015-09-01Type of plan entitySingle employer plan
2015-09-01Plan funding arrangement – InsuranceYes
2015-09-01Plan funding arrangement – TrustYes
2015-09-01Plan benefit arrangement – InsuranceYes
2015-09-01Plan benefit arrangement - TrustYes
2014: VAN M. ARDOIN, MD, AMC PS PLAN AND TRUST 2014 form 5500 responses
2014-09-01Type of plan entitySingle employer plan
2014-09-01Plan funding arrangement – InsuranceYes
2014-09-01Plan funding arrangement – TrustYes
2014-09-01Plan benefit arrangement – InsuranceYes
2014-09-01Plan benefit arrangement - TrustYes
2013: VAN M. ARDOIN, MD, AMC PS PLAN AND TRUST 2013 form 5500 responses
2013-09-01Type of plan entitySingle employer plan
2013-09-01Plan funding arrangement – InsuranceYes
2013-09-01Plan funding arrangement – TrustYes
2013-09-01Plan benefit arrangement – InsuranceYes
2013-09-01Plan benefit arrangement - TrustYes
2012: VAN M. ARDOIN, MD, AMC PS PLAN AND TRUST 2012 form 5500 responses
2012-09-01Type of plan entitySingle employer plan
2012-09-01Plan funding arrangement – InsuranceYes
2012-09-01Plan funding arrangement – TrustYes
2012-09-01Plan benefit arrangement – InsuranceYes
2012-09-01Plan benefit arrangement - TrustYes
2011: VAN M. ARDOIN, MD, AMC PS PLAN AND TRUST 2011 form 5500 responses
2011-09-01Type of plan entitySingle employer plan
2011-09-01Plan funding arrangement – InsuranceYes
2011-09-01Plan funding arrangement – TrustYes
2011-09-01Plan benefit arrangement – InsuranceYes
2011-09-01Plan benefit arrangement - TrustYes
2009: VAN M. ARDOIN, MD, AMC PS PLAN AND TRUST 2009 form 5500 responses
2009-09-01Type of plan entitySingle employer plan
2009-09-01Submission has been amendedNo
2009-09-01This submission is the final filingNo
2009-09-01This return/report is a short plan year return/report (less than 12 months)No
2009-09-01Plan is a collectively bargained planNo
2009-09-01Plan funding arrangement – InsuranceYes
2009-09-01Plan funding arrangement – TrustYes
2009-09-01Plan benefit arrangement – InsuranceYes
2009-09-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

NEW ENGLAND FINANCIAL (National Association of Insurance Commissioners NAIC id number: 91626 )
Policy contract number06971913
Policy instance 1
Insurance contract or identification number06971913
Insurance policy start date2012-09-01
Insurance policy end date2013-08-31
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
Insurance broker nameHILTON MICHEL
NEW ENGLAND FINANCIAL (National Association of Insurance Commissioners NAIC id number: 91626 )
Policy contract number06971913
Policy instance 1
Insurance contract or identification number06971913
Insurance policy start date2011-09-01
Insurance policy end date2012-08-31
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
NEW ENGLAND FINANCIAL (National Association of Insurance Commissioners NAIC id number: 91626 )
Policy contract number06971913
Policy instance 1
Insurance contract or identification number06971913
Insurance policy start date2010-09-01
Insurance policy end date2011-08-31
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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