NEWVIEW OKLAHOMA, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan NEWVIEW OKLAHOMA, INC. - TRANSAMERICA PLAN
401k plan membership statisitcs for NEWVIEW OKLAHOMA, INC. - TRANSAMERICA PLAN
Measure | Date | Value |
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2022: NEWVIEW OKLAHOMA, INC. - TRANSAMERICA PLAN 2022 401k membership |
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Total participants, beginning-of-year | 2022-01-01 | 77 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 78 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 0 |
Total of all active and inactive participants | 2022-01-01 | 78 |
2021: NEWVIEW OKLAHOMA, INC. - TRANSAMERICA PLAN 2021 401k membership |
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Total participants, beginning-of-year | 2021-01-01 | 54 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 66 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 0 |
Total of all active and inactive participants | 2021-01-01 | 66 |
2020: NEWVIEW OKLAHOMA, INC. - TRANSAMERICA PLAN 2020 401k membership |
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Total participants, beginning-of-year | 2020-01-01 | 62 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 54 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 0 |
Total of all active and inactive participants | 2020-01-01 | 54 |
2019: NEWVIEW OKLAHOMA, INC. - TRANSAMERICA PLAN 2019 401k membership |
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Total participants, beginning-of-year | 2019-01-01 | 56 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 58 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 0 |
Total of all active and inactive participants | 2019-01-01 | 58 |
2018: NEWVIEW OKLAHOMA, INC. - TRANSAMERICA PLAN 2018 401k membership |
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Total participants, beginning-of-year | 2018-01-01 | 53 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 54 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 0 |
Total of all active and inactive participants | 2018-01-01 | 54 |
2017: NEWVIEW OKLAHOMA, INC. - TRANSAMERICA PLAN 2017 401k membership |
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Total participants, beginning-of-year | 2017-01-01 | 48 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 53 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 0 |
Total of all active and inactive participants | 2017-01-01 | 53 |
2016: NEWVIEW OKLAHOMA, INC. - TRANSAMERICA PLAN 2016 401k membership |
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Total participants, beginning-of-year | 2016-01-01 | 52 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 48 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 0 |
Total of all active and inactive participants | 2016-01-01 | 48 |
2015: NEWVIEW OKLAHOMA, INC. - TRANSAMERICA PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 48 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 46 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 0 |
Total of all active and inactive participants | 2015-01-01 | 46 |
Measure | Date | Value |
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2022 : NEWVIEW OKLAHOMA, INC. - TRANSAMERICA PLAN 2022 401k financial data |
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Total income from all sources | 2022-12-31 | $494,754 |
Expenses. Total of all expenses incurred | 2022-12-31 | $559,149 |
Benefits paid (including direct rollovers) | 2022-12-31 | $246,469 |
Total plan assets at end of year | 2022-12-31 | $196,806 |
Total plan assets at beginning of year | 2022-12-31 | $261,201 |
Value of fidelity bond covering the plan | 2022-12-31 | $10,000 |
Expenses. Other expenses not covered elsewhere | 2022-12-31 | $248,051 |
Other income received | 2022-12-31 | $4,540 |
Net income (gross income less expenses) | 2022-12-31 | $-64,395 |
Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $196,806 |
Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $261,201 |
Total contributions received or receivable from employer(s) | 2022-12-31 | $490,214 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $64,629 |
2021 : NEWVIEW OKLAHOMA, INC. - TRANSAMERICA PLAN 2021 401k financial data |
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Total income from all sources | 2021-12-31 | $479,740 |
Expenses. Total of all expenses incurred | 2021-12-31 | $565,979 |
Benefits paid (including direct rollovers) | 2021-12-31 | $291,683 |
Total plan assets at end of year | 2021-12-31 | $261,201 |
Total plan assets at beginning of year | 2021-12-31 | $347,440 |
Value of fidelity bond covering the plan | 2021-12-31 | $10,000 |
Expenses. Other expenses not covered elsewhere | 2021-12-31 | $225,278 |
Other income received | 2021-12-31 | $81 |
Net income (gross income less expenses) | 2021-12-31 | $-86,239 |
Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $261,201 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $347,440 |
Total contributions received or receivable from employer(s) | 2021-12-31 | $479,659 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $49,018 |
2020 : NEWVIEW OKLAHOMA, INC. - TRANSAMERICA PLAN 2020 401k financial data |
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Total income from all sources | 2020-12-31 | $444,651 |
Expenses. Total of all expenses incurred | 2020-12-31 | $377,031 |
Benefits paid (including direct rollovers) | 2020-12-31 | $122,068 |
Total plan assets at end of year | 2020-12-31 | $347,440 |
Total plan assets at beginning of year | 2020-12-31 | $279,820 |
Value of fidelity bond covering the plan | 2020-12-31 | $10,000 |
Expenses. Other expenses not covered elsewhere | 2020-12-31 | $208,256 |
Other income received | 2020-12-31 | $100 |
Net income (gross income less expenses) | 2020-12-31 | $67,620 |
Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $347,440 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $279,820 |
Total contributions received or receivable from employer(s) | 2020-12-31 | $444,551 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $46,707 |
2019 : NEWVIEW OKLAHOMA, INC. - TRANSAMERICA PLAN 2019 401k financial data |
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Total income from all sources | 2019-12-31 | $433,051 |
Expenses. Total of all expenses incurred | 2019-12-31 | $452,523 |
Benefits paid (including direct rollovers) | 2019-12-31 | $170,982 |
Total plan assets at end of year | 2019-12-31 | $279,820 |
Total plan assets at beginning of year | 2019-12-31 | $299,292 |
Value of fidelity bond covering the plan | 2019-12-31 | $10,000 |
Expenses. Other expenses not covered elsewhere | 2019-12-31 | $240,533 |
Other income received | 2019-12-31 | $5,995 |
Net income (gross income less expenses) | 2019-12-31 | $-19,472 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $279,820 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $299,292 |
Total contributions received or receivable from employer(s) | 2019-12-31 | $427,056 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $41,008 |
2018 : NEWVIEW OKLAHOMA, INC. - TRANSAMERICA PLAN 2018 401k financial data |
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Total income from all sources | 2018-12-31 | $414,136 |
Expenses. Total of all expenses incurred | 2018-12-31 | $323,229 |
Benefits paid (including direct rollovers) | 2018-12-31 | $58,214 |
Total plan assets at end of year | 2018-12-31 | $299,292 |
Total plan assets at beginning of year | 2018-12-31 | $208,385 |
Value of fidelity bond covering the plan | 2018-12-31 | $10,000 |
Expenses. Other expenses not covered elsewhere | 2018-12-31 | $225,136 |
Other income received | 2018-12-31 | $3,189 |
Net income (gross income less expenses) | 2018-12-31 | $90,907 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $299,292 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $208,385 |
Total contributions received or receivable from employer(s) | 2018-12-31 | $410,947 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $39,879 |
2017 : NEWVIEW OKLAHOMA, INC. - TRANSAMERICA PLAN 2017 401k financial data |
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Total income from all sources | 2017-12-31 | $396,872 |
Expenses. Total of all expenses incurred | 2017-12-31 | $411,325 |
Benefits paid (including direct rollovers) | 2017-12-31 | $192,796 |
Total plan assets at end of year | 2017-12-31 | $208,385 |
Total plan assets at beginning of year | 2017-12-31 | $222,838 |
Value of fidelity bond covering the plan | 2017-12-31 | $10,000 |
Expenses. Other expenses not covered elsewhere | 2017-12-31 | $176,982 |
Other income received | 2017-12-31 | $845 |
Net income (gross income less expenses) | 2017-12-31 | $-14,453 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $208,385 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $222,838 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $396,027 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $41,547 |
2016 : NEWVIEW OKLAHOMA, INC. - TRANSAMERICA PLAN 2016 401k financial data |
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Total income from all sources | 2016-12-31 | $386,122 |
Expenses. Total of all expenses incurred | 2016-12-31 | $252,431 |
Benefits paid (including direct rollovers) | 2016-12-31 | $38,712 |
Total plan assets at end of year | 2016-12-31 | $222,838 |
Total plan assets at beginning of year | 2016-12-31 | $89,147 |
Value of fidelity bond covering the plan | 2016-12-31 | $10,000 |
Expenses. Other expenses not covered elsewhere | 2016-12-31 | $213,719 |
Other income received | 2016-12-31 | $327 |
Net income (gross income less expenses) | 2016-12-31 | $133,691 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $222,838 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $89,147 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $385,795 |
2015 : NEWVIEW OKLAHOMA, INC. - TRANSAMERICA PLAN 2015 401k financial data |
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Total income from all sources | 2015-12-31 | $386,305 |
Expenses. Total of all expenses incurred | 2015-12-31 | $290,969 |
Benefits paid (including direct rollovers) | 2015-12-31 | $71,349 |
Total plan assets at end of year | 2015-12-31 | $95,336 |
Total plan assets at beginning of year | 2015-12-31 | $0 |
Value of fidelity bond covering the plan | 2015-12-31 | $10,000 |
Expenses. Other expenses not covered elsewhere | 2015-12-31 | $177,111 |
Other income received | 2015-12-31 | $3 |
Net income (gross income less expenses) | 2015-12-31 | $95,336 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $95,336 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $386,302 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $42,509 |
2022: NEWVIEW OKLAHOMA, INC. - TRANSAMERICA PLAN 2022 form 5500 responses |
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2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Submission has been amended | No |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Insurance | Yes |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement – Insurance | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: NEWVIEW OKLAHOMA, INC. - TRANSAMERICA PLAN 2021 form 5500 responses |
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2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Insurance | Yes |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement – Insurance | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: NEWVIEW OKLAHOMA, INC. - TRANSAMERICA PLAN 2020 form 5500 responses |
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2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Insurance | Yes |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement – Insurance | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: NEWVIEW OKLAHOMA, INC. - TRANSAMERICA PLAN 2019 form 5500 responses |
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2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Insurance | Yes |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement – Insurance | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: NEWVIEW OKLAHOMA, INC. - TRANSAMERICA PLAN 2018 form 5500 responses |
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2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Insurance | Yes |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement – Insurance | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: NEWVIEW OKLAHOMA, INC. - TRANSAMERICA PLAN 2017 form 5500 responses |
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2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Insurance | Yes |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement – Insurance | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: NEWVIEW OKLAHOMA, INC. - TRANSAMERICA PLAN 2016 form 5500 responses |
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2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Insurance | Yes |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement – Insurance | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: NEWVIEW OKLAHOMA, INC. - TRANSAMERICA PLAN 2015 form 5500 responses |
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2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | First time form 5500 has been submitted | Yes |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Insurance | Yes |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement – Insurance | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 ) |
Policy contract number | TCA0029F |
Policy instance | 1 |
Insurance contract or identification number | TCA0029F | Number of Individuals Covered | 91 | Insurance policy start date | 2022-01-01 | Insurance policy end date | 2022-12-31 | Total amount of commissions paid to insurance broker | USD $20,824 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | 0 | 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? | No | Health Insurance Welfare Benefit | Yes | Dental Insurance Welfare Benefit | Yes | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | Yes | Temporary Disability Insurance Welfare Benefit | Yes | 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 | Welfare Benefit Premiums Paid to Carrier | USD $104,279 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $20,824 | Amount paid for insurance broker fees | 0 | Additional information about fees paid to insurance broker | N/A | Insurance broker organization code? | 3 |
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TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 ) |
Policy contract number | TCA0029F |
Policy instance | 1 |
Insurance contract or identification number | TCA0029F | Number of Individuals Covered | 91 | Insurance policy start date | 2021-01-01 | Insurance policy end date | 2021-12-31 | Total amount of commissions paid to insurance broker | USD $13,432 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | 0 | 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? | No | Health Insurance Welfare Benefit | Yes | Dental Insurance Welfare Benefit | Yes | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | Yes | Temporary Disability Insurance Welfare Benefit | Yes | 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 | Welfare Benefit Premiums Paid to Carrier | USD $71,907 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $13,432 | Amount paid for insurance broker fees | 0 | Additional information about fees paid to insurance broker | N/A | Insurance broker organization code? | 3 |
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TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 ) |
Policy contract number | TCA0029F |
Policy instance | 1 |
Insurance contract or identification number | TCA0029F | Number of Individuals Covered | 105 | Insurance policy start date | 2020-01-01 | Insurance policy end date | 2020-12-31 | Total amount of commissions paid to insurance broker | USD $14,818 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | 0 | 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? | No | Health Insurance Welfare Benefit | Yes | Dental Insurance Welfare Benefit | Yes | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | Yes | Temporary Disability Insurance Welfare Benefit | Yes | 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 | Welfare Benefit Premiums Paid to Carrier | USD $87,908 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $14,397 | Amount paid for insurance broker fees | 0 | Additional information about fees paid to insurance broker | N/A | Insurance broker organization code? | 3 |
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TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 ) |
Policy contract number | TCA0029F |
Policy instance | 1 |
Insurance contract or identification number | TCA0029F | Number of Individuals Covered | 58 | Insurance policy start date | 2019-01-01 | Insurance policy end date | 2019-12-31 | Total amount of commissions paid to insurance broker | USD $20,044 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | 0 | 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? | No | Health Insurance Welfare Benefit | Yes | Dental Insurance Welfare Benefit | Yes | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | Yes | Temporary Disability Insurance Welfare Benefit | Yes | 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 | Welfare Benefit Premiums Paid to Carrier | USD $163,860 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $20,044 | Amount paid for insurance broker fees | 0 | Additional information about fees paid to insurance broker | N/A | Insurance broker organization code? | 3 |
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TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 ) |
Policy contract number | BCD, TPL0175.. |
Policy instance | 1 |
Insurance contract or identification number | BCD, TPL0175.. | Number of Individuals Covered | 56 | Insurance policy start date | 2018-01-01 | Insurance policy end date | 2018-12-31 | Total amount of commissions paid to insurance broker | USD $40,218 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | 0 | 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? | No | Health Insurance Welfare Benefit | Yes | Dental Insurance Welfare Benefit | Yes | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | Yes | Temporary Disability Insurance Welfare Benefit | Yes | 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 | Welfare Benefit Premiums Paid to Carrier | USD $75,686 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $40,218 | Amount paid for insurance broker fees | 0 | Additional information about fees paid to insurance broker | N/A | Insurance broker organization code? | 3 |
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TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 ) |
Policy contract number | TRUSTIL |
Policy instance | 1 |
Insurance contract or identification number | TRUSTIL | Number of Individuals Covered | 53 | Insurance policy start date | 2017-01-01 | Insurance policy end date | 2017-12-31 | Total amount of commissions paid to insurance broker | USD $32,939 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | 0 | 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? | No | Health Insurance Welfare Benefit | Yes | Dental Insurance Welfare Benefit | Yes | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | Yes | Temporary Disability Insurance Welfare Benefit | Yes | 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 | Welfare Benefit Premiums Paid to Carrier | USD $74,187 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $30,059 | Amount paid for insurance broker fees | 0 | Additional information about fees paid to insurance broker | N/A | Insurance broker organization code? | 3 | Insurance broker name | BOON ADMINISTRATIVE SERVICES |
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TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 ) |
Policy contract number | TRUSTIL |
Policy instance | 1 |
Insurance contract or identification number | TRUSTIL | Number of Individuals Covered | 46 | Insurance policy start date | 2015-01-01 | Insurance policy end date | 2015-12-31 | Total amount of commissions paid to insurance broker | USD $29,910 | 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? | No | Health Insurance Welfare Benefit | Yes | Dental Insurance Welfare Benefit | Yes | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | Yes | Temporary Disability Insurance Welfare Benefit | Yes | 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 | Welfare Benefit Premiums Paid to Carrier | USD $94,131 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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