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BOWEN & KOWALSKI, LLP 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameBOWEN & KOWALSKI, LLP 401(K) PROFIT SHARING PLAN
Plan identification number 001

BOWEN & KOWALSKI, LLP 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all 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.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan covering Self-Employed individuals.
  • 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

BOWEN & KOWALSKI LLP has sponsored the creation of one or more 401k plans.

Company Name:BOWEN & KOWALSKI LLP
Employer identification number (EIN):721395756
NAIC Classification:621112
NAIC Description:Offices of Physicians, Mental Health Specialists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BOWEN & KOWALSKI, LLP 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01STEPHEN KOWALSKI
0012017-01-01STEPHEN KOWALSKI
0012016-01-01STEPHEN KOWALSKI
0012015-01-01STEPHEN KOWALSKI
0012014-01-01STEPHEN KOWALSKI
0012013-01-01STEPHEN KOWALSKI
0012012-01-01STEPHEN KOWALSKI
0012011-01-01STEPHEN KOWALSKI
0012010-01-01STEPHEN KOWALSKI

Plan Statistics for BOWEN & KOWALSKI, LLP 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for BOWEN & KOWALSKI, LLP 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: BOWEN & KOWALSKI, LLP 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-012
Total number of active participants reported on line 7a of the Form 55002022-01-012
Total of all active and inactive participants2022-01-012
Total participants2022-01-012
Number of participants with account balances2022-01-012
2021: BOWEN & KOWALSKI, LLP 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-012
Total number of active participants reported on line 7a of the Form 55002021-01-012
Total of all active and inactive participants2021-01-012
Total participants2021-01-012
Number of participants with account balances2021-01-012
2020: BOWEN & KOWALSKI, LLP 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-012
Total number of active participants reported on line 7a of the Form 55002020-01-012
Total of all active and inactive participants2020-01-012
Total participants2020-01-012
Number of participants with account balances2020-01-012
2019: BOWEN & KOWALSKI, LLP 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-012
Total number of active participants reported on line 7a of the Form 55002019-01-012
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-012
Number of participants with account balances2019-01-012
2018: BOWEN & KOWALSKI, LLP 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-013
Total number of active participants reported on line 7a of the Form 55002018-01-013
Total of all active and inactive participants2018-01-013
Total participants2018-01-013
Number of participants with account balances2018-01-012
2017: BOWEN & KOWALSKI, LLP 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-013
Total number of active participants reported on line 7a of the Form 55002017-01-013
Total of all active and inactive participants2017-01-013
Total participants2017-01-013
Number of participants with account balances2017-01-013
2016: BOWEN & KOWALSKI, LLP 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-013
Total number of active participants reported on line 7a of the Form 55002016-01-013
Total of all active and inactive participants2016-01-013
Total participants2016-01-013
Number of participants with account balances2016-01-013
2015: BOWEN & KOWALSKI, LLP 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-013
Total number of active participants reported on line 7a of the Form 55002015-01-013
Total of all active and inactive participants2015-01-013
Total participants2015-01-013
Number of participants with account balances2015-01-013
2014: BOWEN & KOWALSKI, LLP 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-012
Total number of active participants reported on line 7a of the Form 55002014-01-012
Total of all active and inactive participants2014-01-012
Total participants2014-01-012
Number of participants with account balances2014-01-012
2013: BOWEN & KOWALSKI, LLP 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-012
Total number of active participants reported on line 7a of the Form 55002013-01-012
Total of all active and inactive participants2013-01-012
Total participants2013-01-012
Number of participants with account balances2013-01-012
2012: BOWEN & KOWALSKI, LLP 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-012
Total number of active participants reported on line 7a of the Form 55002012-01-012
Total of all active and inactive participants2012-01-012
Total participants2012-01-012
Number of participants with account balances2012-01-012
2011: BOWEN & KOWALSKI, LLP 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-012
Total number of active participants reported on line 7a of the Form 55002011-01-012
Total of all active and inactive participants2011-01-012
Total participants2011-01-012
Number of participants with account balances2011-01-012
2010: BOWEN & KOWALSKI, LLP 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-012
Total number of active participants reported on line 7a of the Form 55002010-01-012
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-010
Total of all active and inactive participants2010-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-012
Number of participants with account balances2010-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010

Financial Data on BOWEN & KOWALSKI, LLP 401(K) PROFIT SHARING PLAN

Measure Date Value
2022 : BOWEN & KOWALSKI, LLP 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources2022-12-31$-130,031
Expenses. Total of all expenses incurred2022-12-31$3,407
Total plan assets at end of year2022-12-31$840,645
Total plan assets at beginning of year2022-12-31$974,083
Value of fidelity bond covering the plan2022-12-31$98,000
Other income received2022-12-31$-196,978
Net income (gross income less expenses)2022-12-31$-133,438
Net plan assets at end of year (total assets less liabilities)2022-12-31$840,645
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$974,083
Total contributions received or receivable from employer(s)2022-12-31$66,947
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$3,407
2021 : BOWEN & KOWALSKI, LLP 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources2021-12-31$152,447
Expenses. Total of all expenses incurred2021-12-31$3,217
Total plan assets at end of year2021-12-31$974,083
Total plan assets at beginning of year2021-12-31$824,853
Value of fidelity bond covering the plan2021-12-31$83,000
Other income received2021-12-31$106,090
Net income (gross income less expenses)2021-12-31$149,230
Net plan assets at end of year (total assets less liabilities)2021-12-31$974,083
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$824,853
Total contributions received or receivable from employer(s)2021-12-31$46,357
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$3,217
2020 : BOWEN & KOWALSKI, LLP 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources2020-12-31$105,534
Expenses. Total of all expenses incurred2020-12-31$3,019
Total plan assets at end of year2020-12-31$824,853
Total plan assets at beginning of year2020-12-31$722,338
Value of fidelity bond covering the plan2020-12-31$83,000
Other income received2020-12-31$105,534
Net income (gross income less expenses)2020-12-31$102,515
Net plan assets at end of year (total assets less liabilities)2020-12-31$824,853
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$722,338
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$3,019
2019 : BOWEN & KOWALSKI, LLP 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources2019-12-31$112,432
Expenses. Total of all expenses incurred2019-12-31$2,833
Total plan assets at end of year2019-12-31$722,338
Total plan assets at beginning of year2019-12-31$612,739
Value of fidelity bond covering the plan2019-12-31$73,000
Other income received2019-12-31$112,432
Net income (gross income less expenses)2019-12-31$109,599
Net plan assets at end of year (total assets less liabilities)2019-12-31$722,338
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$612,739
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$2,833
2018 : BOWEN & KOWALSKI, LLP 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources2018-12-31$-42,648
Expenses. Total of all expenses incurred2018-12-31$2,665
Total plan assets at end of year2018-12-31$612,739
Total plan assets at beginning of year2018-12-31$658,052
Value of fidelity bond covering the plan2018-12-31$66,000
Other income received2018-12-31$-42,648
Net income (gross income less expenses)2018-12-31$-45,313
Net plan assets at end of year (total assets less liabilities)2018-12-31$612,739
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$658,052
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$2,665
2017 : BOWEN & KOWALSKI, LLP 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources2017-12-31$86,911
Expenses. Total of all expenses incurred2017-12-31$5,194
Total plan assets at end of year2017-12-31$658,052
Total plan assets at beginning of year2017-12-31$576,335
Value of fidelity bond covering the plan2017-12-31$58,000
Other income received2017-12-31$86,911
Net income (gross income less expenses)2017-12-31$81,717
Net plan assets at end of year (total assets less liabilities)2017-12-31$658,052
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$576,335
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$5,194
2016 : BOWEN & KOWALSKI, LLP 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources2016-12-31$26,927
Expenses. Total of all expenses incurred2016-12-31$4,912
Total plan assets at end of year2016-12-31$576,335
Total plan assets at beginning of year2016-12-31$554,320
Value of fidelity bond covering the plan2016-12-31$50,000
Other income received2016-12-31$26,927
Net income (gross income less expenses)2016-12-31$22,015
Net plan assets at end of year (total assets less liabilities)2016-12-31$576,335
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$554,320
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$4,912
2015 : BOWEN & KOWALSKI, LLP 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-12-31$-12,084
Expenses. Total of all expenses incurred2015-12-31$4,687
Total plan assets at end of year2015-12-31$554,320
Total plan assets at beginning of year2015-12-31$571,091
Value of fidelity bond covering the plan2015-12-31$50,000
Other income received2015-12-31$-12,084
Net income (gross income less expenses)2015-12-31$-16,771
Net plan assets at end of year (total assets less liabilities)2015-12-31$554,320
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$571,091
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$4,687
2014 : BOWEN & KOWALSKI, LLP 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-12-31$18,089
Expenses. Total of all expenses incurred2014-12-31$4,380
Total plan assets at end of year2014-12-31$571,091
Total plan assets at beginning of year2014-12-31$557,382
Value of fidelity bond covering the plan2014-12-31$50,000
Other income received2014-12-31$18,089
Net income (gross income less expenses)2014-12-31$13,709
Net plan assets at end of year (total assets less liabilities)2014-12-31$571,091
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$557,382
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$4,380
2013 : BOWEN & KOWALSKI, LLP 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-12-31$66,701
Expenses. Total of all expenses incurred2013-12-31$4,092
Total plan assets at end of year2013-12-31$557,382
Total plan assets at beginning of year2013-12-31$494,773
Value of fidelity bond covering the plan2013-12-31$50,000
Other income received2013-12-31$66,701
Net income (gross income less expenses)2013-12-31$62,609
Net plan assets at end of year (total assets less liabilities)2013-12-31$557,382
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$494,773
Assets. Value of participant loans2013-12-31$20,981
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$4,092
2012 : BOWEN & KOWALSKI, LLP 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$43,794
Expenses. Total of all expenses incurred2012-12-31$1,907
Total plan assets at end of year2012-12-31$494,773
Total plan assets at beginning of year2012-12-31$452,886
Other income received2012-12-31$43,794
Net income (gross income less expenses)2012-12-31$41,887
Net plan assets at end of year (total assets less liabilities)2012-12-31$494,773
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$452,886
Assets. Value of participant loans2012-12-31$30,911
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$1,907
2011 : BOWEN & KOWALSKI, LLP 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$-22,677
Expenses. Total of all expenses incurred2011-12-31$1,746
Total plan assets at end of year2011-12-31$452,886
Total plan assets at beginning of year2011-12-31$477,309
Value of fidelity bond covering the plan2011-12-31$46,000
Other income received2011-12-31$-22,677
Net income (gross income less expenses)2011-12-31$-24,423
Net plan assets at end of year (total assets less liabilities)2011-12-31$452,886
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$477,309
Assets. Value of participant loans2011-12-31$40,944
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$1,746
2010 : BOWEN & KOWALSKI, LLP 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$43,425
Expenses. Total of all expenses incurred2010-12-31$1,765
Total plan assets at end of year2010-12-31$477,309
Total plan assets at beginning of year2010-12-31$435,649
Value of fidelity bond covering the plan2010-12-31$48,000
Other income received2010-12-31$43,425
Net income (gross income less expenses)2010-12-31$41,660
Net plan assets at end of year (total assets less liabilities)2010-12-31$477,309
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$435,649
Assets. Value of participant loans2010-12-31$50,000
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$1,765

Form 5500 Responses for BOWEN & KOWALSKI, LLP 401(K) PROFIT SHARING PLAN

2022: BOWEN & KOWALSKI, LLP 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: BOWEN & KOWALSKI, LLP 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: BOWEN & KOWALSKI, LLP 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: BOWEN & KOWALSKI, LLP 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: BOWEN & KOWALSKI, LLP 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: BOWEN & KOWALSKI, LLP 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: BOWEN & KOWALSKI, LLP 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: BOWEN & KOWALSKI, LLP 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: BOWEN & KOWALSKI, LLP 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: BOWEN & KOWALSKI, LLP 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: BOWEN & KOWALSKI, LLP 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: BOWEN & KOWALSKI, LLP 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: BOWEN & KOWALSKI, LLP 401(K) PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract numberE1066696
Policy instance 2
Insurance contract or identification numberE1066696
Number of Individuals Covered1
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $2,583
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,583
Insurance broker organization code?3
JACKSON NATIONAL (National Association of Insurance Commissioners NAIC id number: 65056 )
Policy contract number1007547109
Policy instance 1
Insurance contract or identification number1007547109
Number of Individuals Covered1
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $2,522
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,522
Insurance broker organization code?3
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract numberE1066696
Policy instance 2
Insurance contract or identification numberE1066696
Number of Individuals Covered1
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $2,133
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,133
Insurance broker organization code?3
JACKSON NATIONAL (National Association of Insurance Commissioners NAIC id number: 65056 )
Policy contract number1007547109
Policy instance 1
Insurance contract or identification number1007547109
Number of Individuals Covered1
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $3,184
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,184
Insurance broker organization code?3
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract numberE1066696
Policy instance 2
Insurance contract or identification numberE1066696
Number of Individuals Covered1
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $2,133
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,133
Insurance broker organization code?3
JACKSON NATIONAL (National Association of Insurance Commissioners NAIC id number: 65056 )
Policy contract number1007547109
Policy instance 1
Insurance contract or identification number1007547109
Number of Individuals Covered1
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $3,184
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,184
Insurance broker organization code?3
JACKSON NATIONAL (National Association of Insurance Commissioners NAIC id number: 65056 )
Policy contract number1007547109
Policy instance 1
Insurance contract or identification number1007547109
Number of Individuals Covered1
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract numberE1066696
Policy instance 2
Insurance contract or identification numberE1066696
Number of Individuals Covered1
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract numberE1066696
Policy instance 2
Insurance contract or identification numberE1066696
Number of Individuals Covered1
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $2,100
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,100
Insurance broker organization code?3
JACKSON NATIONAL (National Association of Insurance Commissioners NAIC id number: 65056 )
Policy contract number1007547109
Policy instance 1
Insurance contract or identification number1007547109
Number of Individuals Covered1
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $2,137
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,137
Insurance broker organization code?3
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract numberE1066696
Policy instance 2
Insurance contract or identification numberE1066696
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $1,007
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,007
Insurance broker organization code?3
Insurance broker nameROYAL ALLIANCE ASSOCIATES, INC.
JACKSON NATIONAL (National Association of Insurance Commissioners NAIC id number: 65056 )
Policy contract number1007547109
Policy instance 1
Insurance contract or identification number1007547109
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract numberE1066696
Policy instance 2
Insurance contract or identification numberE1066696
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $1,216
Total amount of fees paid to insurance companyUSD $206
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,216
Insurance broker organization code?3
Amount paid for insurance broker fees206
Insurance broker nameROYAL ALLIANCE ASSOCIATES, INC.
JACKSON NATIONAL (National Association of Insurance Commissioners NAIC id number: 65056 )
Policy contract number1007547109
Policy instance 1
Insurance contract or identification number1007547109
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $1,850
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,850
Insurance broker organization code?3
Insurance broker nameROYAL ALLIANCE ASSOCIATES, INC.
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract numberE1066696
Policy instance 2
Insurance contract or identification numberE1066696
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $997
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
Commission paid to Insurance BrokerUSD $997
Insurance broker organization code?3
Insurance broker nameROYAL ALLIANCE ASSOCIATES, INC.
JACKSON NATIONAL (National Association of Insurance Commissioners NAIC id number: 65056 )
Policy contract number1007547109
Policy instance 1
Insurance contract or identification number1007547109
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
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 organization code?3
Insurance broker nameROYAL ALLIANCE ASSOCIATES, INC.
JACKSON NATIONAL (National Association of Insurance Commissioners NAIC id number: 65056 )
Policy contract number1007547109
Policy instance 1
Insurance contract or identification number1007547109
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
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 organization code?3
Insurance broker nameROYAL ALLIANCE ASSOCIATES, INC.
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract numberE1066696
Policy instance 2
Insurance contract or identification numberE1066696
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
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 organization code?3
Insurance broker nameROYAL ALLIANCE ASSOCIATES, INC.
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract numberE1066696
Policy instance 2
Insurance contract or identification numberE1066696
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
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 organization code?3
Insurance broker nameROYAL ALLIANCE ASSOCIATES, INC.
JACKSON NATIONAL (National Association of Insurance Commissioners NAIC id number: 65056 )
Policy contract number1007547109
Policy instance 1
Insurance contract or identification number1007547109
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
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 organization code?3
Insurance broker nameROYAL ALLIANCE ASSOCIATES, INC.
JACKSON NATIONAL (National Association of Insurance Commissioners NAIC id number: 65056 )
Policy contract number1007547109
Policy instance 1
Insurance contract or identification number1007547109
Number of Individuals Covered1
Insurance policy start date2011-06-17
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $6,125
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
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract numberE1066696
Policy instance 2
Insurance contract or identification numberE1066696
Number of Individuals Covered1
Insurance policy start date2011-06-17
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $3,500
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
JACKSON NATIONAL (National Association of Insurance Commissioners NAIC id number: 65056 )
Policy contract number1007547109
Policy instance 1
Insurance contract or identification number1007547109
Number of Individuals Covered1
Insurance policy start date2010-06-17
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $6,125
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
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract numberE1066696
Policy instance 2
Insurance contract or identification numberE1066696
Number of Individuals Covered1
Insurance policy start date2010-06-17
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $3,500
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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