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NEWVIEW OKLAHOMA, INC. - TRANSAMERICA PLAN 401k Plan overview

Plan NameNEWVIEW OKLAHOMA, INC. - TRANSAMERICA PLAN
Plan identification number 503

NEWVIEW OKLAHOMA, INC. - TRANSAMERICA PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Life insurance
  • Dental
  • Temporary disability (accident and sickness)

401k Sponsoring company profile

NEWVIEW OKLAHOMA, INC. has sponsored the creation of one or more 401k plans.

Company Name:NEWVIEW OKLAHOMA, INC.
Employer identification number (EIN):730592386
NAIC Classification:339900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NEWVIEW OKLAHOMA, INC. - TRANSAMERICA PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5032022-01-01MASUMI WARD2023-07-12
5032021-01-01MASUMI WARD2022-07-25
5032020-01-01MASUMI WARD2021-05-03
5032019-01-01MASUMI WARD2020-07-14
5032018-01-01
5032017-01-01
5032016-01-01
5032015-01-01MASUMI WARD
5032015-01-01

Plan Statistics for NEWVIEW OKLAHOMA, INC. - TRANSAMERICA PLAN

401k plan membership statisitcs for NEWVIEW OKLAHOMA, INC. - TRANSAMERICA PLAN

Measure Date Value
2022: NEWVIEW OKLAHOMA, INC. - TRANSAMERICA PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0177
Total number of active participants reported on line 7a of the Form 55002022-01-0178
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-0178
2021: NEWVIEW OKLAHOMA, INC. - TRANSAMERICA PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0154
Total number of active participants reported on line 7a of the Form 55002021-01-0166
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-0166
2020: NEWVIEW OKLAHOMA, INC. - TRANSAMERICA PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0162
Total number of active participants reported on line 7a of the Form 55002020-01-0154
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-0154
2019: NEWVIEW OKLAHOMA, INC. - TRANSAMERICA PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0156
Total number of active participants reported on line 7a of the Form 55002019-01-0158
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 participants2019-01-0158
2018: NEWVIEW OKLAHOMA, INC. - TRANSAMERICA PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0153
Total number of active participants reported on line 7a of the Form 55002018-01-0154
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-0154
2017: NEWVIEW OKLAHOMA, INC. - TRANSAMERICA PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0148
Total number of active participants reported on line 7a of the Form 55002017-01-0153
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-0153
2016: NEWVIEW OKLAHOMA, INC. - TRANSAMERICA PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0152
Total number of active participants reported on line 7a of the Form 55002016-01-0148
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-0148
2015: NEWVIEW OKLAHOMA, INC. - TRANSAMERICA PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0148
Total number of active participants reported on line 7a of the Form 55002015-01-0146
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-0146

Financial Data on NEWVIEW OKLAHOMA, INC. - TRANSAMERICA PLAN

Measure Date Value
2022 : NEWVIEW OKLAHOMA, INC. - TRANSAMERICA PLAN 2022 401k financial data
Total income from all sources2022-12-31$494,754
Expenses. Total of all expenses incurred2022-12-31$559,149
Benefits paid (including direct rollovers)2022-12-31$246,469
Total plan assets at end of year2022-12-31$196,806
Total plan assets at beginning of year2022-12-31$261,201
Value of fidelity bond covering the plan2022-12-31$10,000
Expenses. Other expenses not covered elsewhere2022-12-31$248,051
Other income received2022-12-31$4,540
Net income (gross income less expenses)2022-12-31$-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
Total income from all sources2021-12-31$479,740
Expenses. Total of all expenses incurred2021-12-31$565,979
Benefits paid (including direct rollovers)2021-12-31$291,683
Total plan assets at end of year2021-12-31$261,201
Total plan assets at beginning of year2021-12-31$347,440
Value of fidelity bond covering the plan2021-12-31$10,000
Expenses. Other expenses not covered elsewhere2021-12-31$225,278
Other income received2021-12-31$81
Net income (gross income less expenses)2021-12-31$-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
Total income from all sources2020-12-31$444,651
Expenses. Total of all expenses incurred2020-12-31$377,031
Benefits paid (including direct rollovers)2020-12-31$122,068
Total plan assets at end of year2020-12-31$347,440
Total plan assets at beginning of year2020-12-31$279,820
Value of fidelity bond covering the plan2020-12-31$10,000
Expenses. Other expenses not covered elsewhere2020-12-31$208,256
Other income received2020-12-31$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
Total income from all sources2019-12-31$433,051
Expenses. Total of all expenses incurred2019-12-31$452,523
Benefits paid (including direct rollovers)2019-12-31$170,982
Total plan assets at end of year2019-12-31$279,820
Total plan assets at beginning of year2019-12-31$299,292
Value of fidelity bond covering the plan2019-12-31$10,000
Expenses. Other expenses not covered elsewhere2019-12-31$240,533
Other income received2019-12-31$5,995
Net income (gross income less expenses)2019-12-31$-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
Total income from all sources2018-12-31$414,136
Expenses. Total of all expenses incurred2018-12-31$323,229
Benefits paid (including direct rollovers)2018-12-31$58,214
Total plan assets at end of year2018-12-31$299,292
Total plan assets at beginning of year2018-12-31$208,385
Value of fidelity bond covering the plan2018-12-31$10,000
Expenses. Other expenses not covered elsewhere2018-12-31$225,136
Other income received2018-12-31$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
Total income from all sources2017-12-31$396,872
Expenses. Total of all expenses incurred2017-12-31$411,325
Benefits paid (including direct rollovers)2017-12-31$192,796
Total plan assets at end of year2017-12-31$208,385
Total plan assets at beginning of year2017-12-31$222,838
Value of fidelity bond covering the plan2017-12-31$10,000
Expenses. Other expenses not covered elsewhere2017-12-31$176,982
Other income received2017-12-31$845
Net income (gross income less expenses)2017-12-31$-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
Total income from all sources2016-12-31$386,122
Expenses. Total of all expenses incurred2016-12-31$252,431
Benefits paid (including direct rollovers)2016-12-31$38,712
Total plan assets at end of year2016-12-31$222,838
Total plan assets at beginning of year2016-12-31$89,147
Value of fidelity bond covering the plan2016-12-31$10,000
Expenses. Other expenses not covered elsewhere2016-12-31$213,719
Other income received2016-12-31$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
Total income from all sources2015-12-31$386,305
Expenses. Total of all expenses incurred2015-12-31$290,969
Benefits paid (including direct rollovers)2015-12-31$71,349
Total plan assets at end of year2015-12-31$95,336
Total plan assets at beginning of year2015-12-31$0
Value of fidelity bond covering the plan2015-12-31$10,000
Expenses. Other expenses not covered elsewhere2015-12-31$177,111
Other income received2015-12-31$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

Form 5500 Responses for NEWVIEW OKLAHOMA, INC. - TRANSAMERICA PLAN

2022: NEWVIEW OKLAHOMA, INC. - TRANSAMERICA PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
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: NEWVIEW OKLAHOMA, INC. - TRANSAMERICA PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
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: NEWVIEW OKLAHOMA, INC. - TRANSAMERICA PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
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: NEWVIEW OKLAHOMA, INC. - TRANSAMERICA PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
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: NEWVIEW OKLAHOMA, INC. - TRANSAMERICA PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
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: NEWVIEW OKLAHOMA, INC. - TRANSAMERICA PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
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: NEWVIEW OKLAHOMA, INC. - TRANSAMERICA PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
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: NEWVIEW OKLAHOMA, INC. - TRANSAMERICA PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01First time form 5500 has been submittedYes
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract numberTCA0029F
Policy instance 1
Insurance contract or identification numberTCA0029F
Number of Individuals Covered91
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $20,824
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitYes
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 CarrierUSD $104,279
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $20,824
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerN/A
Insurance broker organization code?3
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract numberTCA0029F
Policy instance 1
Insurance contract or identification numberTCA0029F
Number of Individuals Covered91
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $13,432
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitYes
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 CarrierUSD $71,907
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $13,432
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerN/A
Insurance broker organization code?3
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract numberTCA0029F
Policy instance 1
Insurance contract or identification numberTCA0029F
Number of Individuals Covered105
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $14,818
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitYes
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 CarrierUSD $87,908
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $14,397
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerN/A
Insurance broker organization code?3
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract numberTCA0029F
Policy instance 1
Insurance contract or identification numberTCA0029F
Number of Individuals Covered58
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $20,044
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitYes
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 CarrierUSD $163,860
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $20,044
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerN/A
Insurance broker organization code?3
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract numberBCD, TPL0175..
Policy instance 1
Insurance contract or identification numberBCD, TPL0175..
Number of Individuals Covered56
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $40,218
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitYes
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 CarrierUSD $75,686
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $40,218
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerN/A
Insurance broker organization code?3
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract numberTRUSTIL
Policy instance 1
Insurance contract or identification numberTRUSTIL
Number of Individuals Covered53
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $32,939
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitYes
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 CarrierUSD $74,187
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $30,059
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerN/A
Insurance broker organization code?3
Insurance broker nameBOON ADMINISTRATIVE SERVICES
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract numberTRUSTIL
Policy instance 1
Insurance contract or identification numberTRUSTIL
Number of Individuals Covered46
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $29,910
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitYes
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 CarrierUSD $94,131
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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