BENTON'S EQUIPMENT AND CONSTRUCTION INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan BENTON'S EQUIPMT & CONSTR 401K PLAN
| Measure | Date | Value |
|---|
| 2014: BENTON'S EQUIPMT & CONSTR 401K PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-07-01 | 81 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-07-01 | 75 |
| Number of retired or separated participants receiving benefits | 2014-07-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2014-07-01 | 8 |
| Total of all active and inactive participants | 2014-07-01 | 83 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-07-01 | 0 |
| Total participants | 2014-07-01 | 83 |
| Number of participants with account balances | 2014-07-01 | 75 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-07-01 | 0 |
| 2013: BENTON'S EQUIPMT & CONSTR 401K PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-07-01 | 84 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-07-01 | 75 |
| Number of retired or separated participants receiving benefits | 2013-07-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2013-07-01 | 7 |
| Total of all active and inactive participants | 2013-07-01 | 82 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-07-01 | 0 |
| Total participants | 2013-07-01 | 82 |
| Number of participants with account balances | 2013-07-01 | 32 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-07-01 | 10 |
| 2012: BENTON'S EQUIPMT & CONSTR 401K PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-07-01 | 78 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-07-01 | 68 |
| Number of retired or separated participants receiving benefits | 2012-07-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2012-07-01 | 6 |
| Total of all active and inactive participants | 2012-07-01 | 74 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-07-01 | 0 |
| Total participants | 2012-07-01 | 74 |
| Number of participants with account balances | 2012-07-01 | 68 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-07-01 | 10 |
| 2011: BENTON'S EQUIPMT & CONSTR 401K PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-07-01 | 70 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-07-01 | 70 |
| Number of retired or separated participants receiving benefits | 2011-07-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2011-07-01 | 0 |
| Total of all active and inactive participants | 2011-07-01 | 70 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-07-01 | 0 |
| Total participants | 2011-07-01 | 70 |
| Number of participants with account balances | 2011-07-01 | 31 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-07-01 | 0 |
| 2010: BENTON'S EQUIPMT & CONSTR 401K PLAN 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-07-01 | 85 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-07-01 | 70 |
| Number of retired or separated participants receiving benefits | 2010-07-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2010-07-01 | 0 |
| Total of all active and inactive participants | 2010-07-01 | 70 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-07-01 | 0 |
| Total participants | 2010-07-01 | 70 |
| Number of participants with account balances | 2010-07-01 | 31 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-07-01 | 0 |
| 2009: BENTON'S EQUIPMT & CONSTR 401K PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-07-01 | 80 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-07-01 | 59 |
| Number of retired or separated participants receiving benefits | 2009-07-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2009-07-01 | 6 |
| Total of all active and inactive participants | 2009-07-01 | 65 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-07-01 | 0 |
| Total participants | 2009-07-01 | 65 |
| Number of participants with account balances | 2009-07-01 | 27 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-07-01 | 0 |
| Measure | Date | Value |
|---|
| 2015 : BENTON'S EQUIPMT & CONSTR 401K PLAN 2015 401k financial data |
|---|
| Transfers to/from the plan | 2015-06-30 | $0 |
| Total income from all sources | 2015-06-30 | $182,995 |
| Expenses. Total of all expenses incurred | 2015-06-30 | $106,485 |
| Benefits paid (including direct rollovers) | 2015-06-30 | $101,364 |
| Total plan assets at end of year | 2015-06-30 | $1,724,396 |
| Total plan assets at beginning of year | 2015-06-30 | $1,647,886 |
| Total contributions received or receivable from participants | 2015-06-30 | $132,210 |
| Expenses. Other expenses not covered elsewhere | 2015-06-30 | $50 |
| Contributions received from other sources (not participants or employers) | 2015-06-30 | $0 |
| Other income received | 2015-06-30 | $28,358 |
| Net income (gross income less expenses) | 2015-06-30 | $76,510 |
| Net plan assets at end of year (total assets less liabilities) | 2015-06-30 | $1,724,396 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-06-30 | $1,647,886 |
| Assets. Value of participant loans | 2015-06-30 | $0 |
| Total contributions received or receivable from employer(s) | 2015-06-30 | $22,427 |
| Value of certain deemed distributions of participant loans | 2015-06-30 | $0 |
| Value of corrective distributions | 2015-06-30 | $5,071 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-06-30 | $0 |
| 2014 : BENTON'S EQUIPMT & CONSTR 401K PLAN 2014 401k financial data |
|---|
| Transfers to/from the plan | 2014-06-30 | $0 |
| Total income from all sources | 2014-06-30 | $376,086 |
| Expenses. Total of all expenses incurred | 2014-06-30 | $0 |
| Benefits paid (including direct rollovers) | 2014-06-30 | $0 |
| Total plan assets at end of year | 2014-06-30 | $1,647,886 |
| Total plan assets at beginning of year | 2014-06-30 | $1,271,800 |
| Total contributions received or receivable from participants | 2014-06-30 | $144,497 |
| Expenses. Other expenses not covered elsewhere | 2014-06-30 | $0 |
| Contributions received from other sources (not participants or employers) | 2014-06-30 | $0 |
| Other income received | 2014-06-30 | $231,589 |
| Net income (gross income less expenses) | 2014-06-30 | $376,086 |
| Net plan assets at end of year (total assets less liabilities) | 2014-06-30 | $1,647,886 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-06-30 | $1,271,800 |
| Assets. Value of participant loans | 2014-06-30 | $0 |
| Total contributions received or receivable from employer(s) | 2014-06-30 | $0 |
| Value of certain deemed distributions of participant loans | 2014-06-30 | $0 |
| Value of corrective distributions | 2014-06-30 | $0 |
| 2013 : BENTON'S EQUIPMT & CONSTR 401K PLAN 2013 401k financial data |
|---|
| Transfers to/from the plan | 2013-06-30 | $0 |
| Total income from all sources | 2013-06-30 | $299,812 |
| Expenses. Total of all expenses incurred | 2013-06-30 | $16,417 |
| Benefits paid (including direct rollovers) | 2013-06-30 | $16,392 |
| Total plan assets at end of year | 2013-06-30 | $1,271,800 |
| Total plan assets at beginning of year | 2013-06-30 | $988,405 |
| Total contributions received or receivable from participants | 2013-06-30 | $121,163 |
| Expenses. Other expenses not covered elsewhere | 2013-06-30 | $25 |
| Contributions received from other sources (not participants or employers) | 2013-06-30 | $0 |
| Other income received | 2013-06-30 | $178,649 |
| Net income (gross income less expenses) | 2013-06-30 | $283,395 |
| Net plan assets at end of year (total assets less liabilities) | 2013-06-30 | $1,271,800 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-06-30 | $988,405 |
| Assets. Value of participant loans | 2013-06-30 | $0 |
| Total contributions received or receivable from employer(s) | 2013-06-30 | $0 |
| Value of certain deemed distributions of participant loans | 2013-06-30 | $0 |
| Value of corrective distributions | 2013-06-30 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2013-06-30 | $0 |
| Minimum employer required contribution for this plan year | 2013-06-30 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2013-06-30 | $0 |
| 2012 : BENTON'S EQUIPMT & CONSTR 401K PLAN 2012 401k financial data |
|---|
| Transfers to/from the plan | 2012-06-30 | $0 |
| Total income from all sources | 2012-06-30 | $101,750 |
| Expenses. Total of all expenses incurred | 2012-06-30 | $12,983 |
| Benefits paid (including direct rollovers) | 2012-06-30 | $12,983 |
| Total plan assets at end of year | 2012-06-30 | $988,405 |
| Total plan assets at beginning of year | 2012-06-30 | $899,638 |
| Value of fidelity bond covering the plan | 2012-06-30 | $100,000 |
| Total contributions received or receivable from participants | 2012-06-30 | $123,800 |
| Expenses. Other expenses not covered elsewhere | 2012-06-30 | $0 |
| Contributions received from other sources (not participants or employers) | 2012-06-30 | $0 |
| Other income received | 2012-06-30 | $-22,050 |
| Net income (gross income less expenses) | 2012-06-30 | $88,767 |
| Net plan assets at end of year (total assets less liabilities) | 2012-06-30 | $988,405 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-06-30 | $899,638 |
| Total contributions received or receivable from employer(s) | 2012-06-30 | $0 |
| Value of corrective distributions | 2012-06-30 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-06-30 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2012-06-30 | $0 |
| Minimum employer required contribution for this plan year | 2012-06-30 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2012-06-30 | $0 |
| 2011 : BENTON'S EQUIPMT & CONSTR 401K PLAN 2011 401k financial data |
|---|
| Transfers to/from the plan | 2011-06-30 | $0 |
| Total income from all sources | 2011-06-30 | $309,873 |
| Expenses. Total of all expenses incurred | 2011-06-30 | $71,451 |
| Benefits paid (including direct rollovers) | 2011-06-30 | $57,773 |
| Total plan assets at end of year | 2011-06-30 | $899,638 |
| Total plan assets at beginning of year | 2011-06-30 | $661,216 |
| Value of fidelity bond covering the plan | 2011-06-30 | $100,000 |
| Total contributions received or receivable from participants | 2011-06-30 | $120,853 |
| Expenses. Other expenses not covered elsewhere | 2011-06-30 | $0 |
| Contributions received from other sources (not participants or employers) | 2011-06-30 | $7,053 |
| Other income received | 2011-06-30 | $164,021 |
| Net income (gross income less expenses) | 2011-06-30 | $238,422 |
| Net plan assets at end of year (total assets less liabilities) | 2011-06-30 | $899,638 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-06-30 | $661,216 |
| Assets. Value of participant loans | 2011-06-30 | $0 |
| Total contributions received or receivable from employer(s) | 2011-06-30 | $17,946 |
| Value of certain deemed distributions of participant loans | 2011-06-30 | $0 |
| Value of corrective distributions | 2011-06-30 | $13,678 |
| Funding deficiency by the employer to the plan for this plan year | 2011-06-30 | $0 |
| Minimum employer required contribution for this plan year | 2011-06-30 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2011-06-30 | $0 |
| 2010 : BENTON'S EQUIPMT & CONSTR 401K PLAN 2010 401k financial data |
|---|
| Funding deficiency by the employer to the plan for this plan year | 2010-06-30 | $0 |
| Minimum employer required contribution for this plan year | 2010-06-30 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2010-06-30 | $0 |
| 2014: BENTON'S EQUIPMT & CONSTR 401K PLAN 2014 form 5500 responses |
|---|
| 2014-07-01 | Type of plan entity | Single employer plan |
| 2014-07-01 | Submission has been amended | No |
| 2014-07-01 | This submission is the final filing | No |
| 2014-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-07-01 | Plan is a collectively bargained plan | No |
| 2014-07-01 | Plan funding arrangement – Insurance | Yes |
| 2014-07-01 | Plan funding arrangement – Trust | Yes |
| 2014-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2013: BENTON'S EQUIPMT & CONSTR 401K PLAN 2013 form 5500 responses |
|---|
| 2013-07-01 | Type of plan entity | Single employer plan |
| 2013-07-01 | Submission has been amended | No |
| 2013-07-01 | This submission is the final filing | No |
| 2013-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-07-01 | Plan is a collectively bargained plan | No |
| 2013-07-01 | Plan funding arrangement – Insurance | Yes |
| 2013-07-01 | Plan funding arrangement – Trust | Yes |
| 2013-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2012: BENTON'S EQUIPMT & CONSTR 401K PLAN 2012 form 5500 responses |
|---|
| 2012-07-01 | Type of plan entity | Single employer plan |
| 2012-07-01 | Submission has been amended | No |
| 2012-07-01 | This submission is the final filing | No |
| 2012-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-07-01 | Plan is a collectively bargained plan | No |
| 2012-07-01 | Plan funding arrangement – Insurance | Yes |
| 2012-07-01 | Plan funding arrangement – Trust | Yes |
| 2012-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2011: BENTON'S EQUIPMT & CONSTR 401K PLAN 2011 form 5500 responses |
|---|
| 2011-07-01 | Type of plan entity | Single employer plan |
| 2011-07-01 | Submission has been amended | No |
| 2011-07-01 | This submission is the final filing | No |
| 2011-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-07-01 | Plan is a collectively bargained plan | No |
| 2011-07-01 | Plan funding arrangement – Insurance | Yes |
| 2011-07-01 | Plan funding arrangement – Trust | Yes |
| 2011-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2010: BENTON'S EQUIPMT & CONSTR 401K PLAN 2010 form 5500 responses |
|---|
| 2010-07-01 | Type of plan entity | Single employer plan |
| 2010-07-01 | Submission has been amended | Yes |
| 2010-07-01 | This submission is the final filing | No |
| 2010-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2010-07-01 | Plan is a collectively bargained plan | No |
| 2010-07-01 | Plan funding arrangement – Insurance | Yes |
| 2010-07-01 | Plan funding arrangement – Trust | Yes |
| 2010-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2009: BENTON'S EQUIPMT & CONSTR 401K PLAN 2009 form 5500 responses |
|---|
| 2009-07-01 | Type of plan entity | Single employer plan |
| 2009-07-01 | Submission has been amended | No |
| 2009-07-01 | This submission is the final filing | No |
| 2009-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-07-01 | Plan is a collectively bargained plan | No |
| 2009-07-01 | Plan funding arrangement – Insurance | Yes |
| 2009-07-01 | Plan funding arrangement – Trust | Yes |
| 2009-07-01 | Plan benefit arrangement – Insurance | Yes |
| HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 ) |
| Policy contract number | GA-829380 |
| Policy instance | 1 |
| Insurance contract or identification number | GA-829380 | | Number of Individuals Covered | 75 | | Insurance policy start date | 2014-07-01 | | Insurance policy end date | 2015-06-30 | | Total amount of commissions paid to insurance broker | USD $5,005 | | 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 $5,005 | | Insurance broker organization code? | 3 | | Insurance broker name | WOODBURY FIN SVCS INC |
|
| HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 ) |
| Policy contract number | GA-829380 |
| Policy instance | 1 |
| Insurance contract or identification number | GA-829380 | | Number of Individuals Covered | 32 | | Insurance policy start date | 2013-07-01 | | Insurance policy end date | 2014-06-30 | | Total amount of commissions paid to insurance broker | USD $4,179 | | 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 $4,179 | | Insurance broker organization code? | 3 | | Insurance broker name | WOODBURY FIN SVCS INC |
|
| HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 ) |
| Policy contract number | GA-829380 |
| Policy instance | 1 |
| Insurance contract or identification number | GA-829380 | | Number of Individuals Covered | 68 | | Insurance policy start date | 2012-07-01 | | Insurance policy end date | 2013-06-30 | | Total amount of commissions paid to insurance broker | USD $2,467 | | 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 $2,467 | | Insurance broker organization code? | 3 | | Insurance broker name | WOODBURY FINANCIAL SVCS INC |
|
| HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 ) |
| Policy contract number | GA-008064 |
| Policy instance | 1 |
| Insurance contract or identification number | GA-008064 | | Insurance policy start date | 2011-07-01 | | Insurance policy end date | 2012-06-30 | | Total amount of commissions paid to insurance broker | USD $194 | | 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-008064 |
| Policy instance | 1 |
| Insurance contract or identification number | GA-008064 | | Number of Individuals Covered | 31 | | Insurance policy start date | 2010-07-01 | | Insurance policy end date | 2011-06-30 | | Total amount of commissions paid to insurance broker | USD $1,312 | | 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 |
|
