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COASTAL BEND RENT-A-CAR, INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameCOASTAL BEND RENT-A-CAR, INC. 401(K) PROFIT SHARING PLAN
Plan identification number 001

COASTAL BEND RENT-A-CAR, INC. 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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.
  • Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

COASTAL BEND RENT-A-CAR, INC has sponsored the creation of one or more 401k plans.

Company Name:COASTAL BEND RENT-A-CAR, INC
Employer identification number (EIN):741255348
NAIC Classification:532100
NAIC Description: Automotive Equipment Rental and Leasing

Form 5500 Filing Information

Submission information for form 5500 for 401k plan COASTAL BEND RENT-A-CAR, INC. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012020-01-01VICTORIA M ANDERSON2021-07-26
0012019-01-01YVONNE ESPEJEL2020-07-06 YVONNE ESPEJEL2020-07-06
0012018-01-01YVONNE ESPEJEL2019-09-23
0012017-01-01H G MORRISON2018-07-03
0012016-01-01H G MORRISON2017-06-09
0012015-01-01YVONNE ESPEJEL2016-06-27
0012014-01-01HERBERT MORRISON
0012013-01-01HERBERT MORRISON HERBERT MORRISON2014-07-17
0012012-01-01HERBERT MORRISON HERBERT MORRISON2013-07-30
0012011-01-01HERBERT MORRISON
0012010-01-01HERBERT MORRISON HERBERT MORRISON2013-03-09
0012009-01-01
0012009-01-01DIANA MORGAN
0012008-01-01HERBERT MORRISON
0012006-01-01HERBERT MORRISON

Plan Statistics for COASTAL BEND RENT-A-CAR, INC. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for COASTAL BEND RENT-A-CAR, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2014: COASTAL BEND RENT-A-CAR, INC. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0179
Total number of active participants reported on line 7a of the Form 55002014-01-0174
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0119
Total of all active and inactive participants2014-01-0193
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0193
Number of participants with account balances2014-01-0142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: COASTAL BEND RENT-A-CAR, INC. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0180
Total number of active participants reported on line 7a of the Form 55002013-01-0169
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0122
Total of all active and inactive participants2013-01-0191
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0191
Number of participants with account balances2013-01-0143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: COASTAL BEND RENT-A-CAR, INC. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0178
Total number of active participants reported on line 7a of the Form 55002012-01-0166
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0122
Total of all active and inactive participants2012-01-0188
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0188
Number of participants with account balances2012-01-0166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0167
2011: COASTAL BEND RENT-A-CAR, INC. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0182
Total number of active participants reported on line 7a of the Form 55002011-01-0144
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-012
Total of all active and inactive participants2011-01-0146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0146
Number of participants with account balances2011-01-0146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: COASTAL BEND RENT-A-CAR, INC. 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0186
Total number of active participants reported on line 7a of the Form 55002010-01-0186
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 participants2010-01-0186
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-0186
Number of participants with account balances2010-01-0150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: COASTAL BEND RENT-A-CAR, INC. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0180
Total number of active participants reported on line 7a of the Form 55002009-01-0167
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-014
Total of all active and inactive participants2009-01-0171
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0171
Number of participants with account balances2009-01-0151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010
2008: COASTAL BEND RENT-A-CAR, INC. 401(K) PROFIT SHARING PLAN 2008 401k membership
Total participants, beginning-of-year2008-01-0179
Total number of active participants reported on line 7a of the Form 55002008-01-0166
Number of retired or separated participants receiving benefits2008-01-010
Number of other retired or separated participants entitled to future benefits2008-01-014
Total of all active and inactive participants2008-01-0170
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2008-01-010
Total participants2008-01-0170
Number of participants with account balances2008-01-0148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2008-01-011
2006: COASTAL BEND RENT-A-CAR, INC. 401(K) PROFIT SHARING PLAN 2006 401k membership
Total participants, beginning-of-year2006-01-0168
Total number of active participants reported on line 7a of the Form 55002006-01-0154
Number of retired or separated participants receiving benefits2006-01-010
Number of other retired or separated participants entitled to future benefits2006-01-012
Total of all active and inactive participants2006-01-0156
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2006-01-010
Total participants2006-01-0156
Number of participants with account balances2006-01-0144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2006-01-010
Number of employers contributing to the scheme2006-01-014

Financial Data on COASTAL BEND RENT-A-CAR, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2014 : COASTAL BEND RENT-A-CAR, INC. 401(K) PROFIT SHARING PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total income from all sources2014-12-31$119,872
Expenses. Total of all expenses incurred2014-12-31$19,888
Benefits paid (including direct rollovers)2014-12-31$19,706
Total plan assets at end of year2014-12-31$1,187,962
Total plan assets at beginning of year2014-12-31$1,087,978
Value of fidelity bond covering the plan2014-12-31$60,000
Total contributions received or receivable from participants2014-12-31$27,257
Expenses. Other expenses not covered elsewhere2014-12-31$182
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$72,955
Net income (gross income less expenses)2014-12-31$99,984
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,187,962
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,087,978
Assets. Value of participant loans2014-12-31$21,782
Total contributions received or receivable from employer(s)2014-12-31$19,660
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Funding deficiency by the employer to the plan for this plan year2014-12-31$0
Minimum employer required contribution for this plan year2014-12-31$0
Amount contributed by the employer to the plan for this plan year2014-12-31$0
2013 : COASTAL BEND RENT-A-CAR, INC. 401(K) PROFIT SHARING PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total income from all sources2013-12-31$255,831
Expenses. Total of all expenses incurred2013-12-31$6,231
Benefits paid (including direct rollovers)2013-12-31$5,849
Total plan assets at end of year2013-12-31$1,087,978
Total plan assets at beginning of year2013-12-31$838,378
Value of fidelity bond covering the plan2013-12-31$60,000
Total contributions received or receivable from participants2013-12-31$33,607
Expenses. Other expenses not covered elsewhere2013-12-31$382
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$199,402
Net income (gross income less expenses)2013-12-31$249,600
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,087,978
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$838,378
Assets. Value of participant loans2013-12-31$37,669
Total contributions received or receivable from employer(s)2013-12-31$22,822
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Funding deficiency by the employer to the plan for this plan year2013-12-31$0
Minimum employer required contribution for this plan year2013-12-31$0
Amount contributed by the employer to the plan for this plan year2013-12-31$0
2012 : COASTAL BEND RENT-A-CAR, INC. 401(K) PROFIT SHARING PLAN 2012 401k financial data
Transfers to/from the plan2012-12-31$0
Total income from all sources2012-12-31$149,958
Expenses. Total of all expenses incurred2012-12-31$10,587
Benefits paid (including direct rollovers)2012-12-31$10,255
Total plan assets at end of year2012-12-31$838,378
Total plan assets at beginning of year2012-12-31$699,007
Value of fidelity bond covering the plan2012-12-31$60,000
Total contributions received or receivable from participants2012-12-31$37,842
Expenses. Other expenses not covered elsewhere2012-12-31$332
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$88,849
Net income (gross income less expenses)2012-12-31$139,371
Net plan assets at end of year (total assets less liabilities)2012-12-31$838,378
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$699,007
Assets. Value of participant loans2012-12-31$25,892
Total contributions received or receivable from employer(s)2012-12-31$23,267
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
Funding deficiency by the employer to the plan for this plan year2012-12-31$0
Minimum employer required contribution for this plan year2012-12-31$0
Amount contributed by the employer to the plan for this plan year2012-12-31$0
2011 : COASTAL BEND RENT-A-CAR, INC. 401(K) PROFIT SHARING PLAN 2011 401k financial data
Transfers to/from the plan2011-12-31$0
Total income from all sources2011-12-31$46,802
Expenses. Total of all expenses incurred2011-12-31$80,645
Benefits paid (including direct rollovers)2011-12-31$80,341
Total plan assets at end of year2011-12-31$699,007
Total plan assets at beginning of year2011-12-31$732,850
Value of fidelity bond covering the plan2011-12-31$60,000
Total contributions received or receivable from participants2011-12-31$37,687
Expenses. Other expenses not covered elsewhere2011-12-31$304
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$-16,334
Net income (gross income less expenses)2011-12-31$-33,843
Net plan assets at end of year (total assets less liabilities)2011-12-31$699,007
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$732,850
Assets. Value of participant loans2011-12-31$28,846
Total contributions received or receivable from employer(s)2011-12-31$25,449
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Funding deficiency by the employer to the plan for this plan year2011-12-31$0
Minimum employer required contribution for this plan year2011-12-31$0
Amount contributed by the employer to the plan for this plan year2011-12-31$0
2010 : COASTAL BEND RENT-A-CAR, INC. 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$145,080
Expenses. Total of all expenses incurred2010-12-31$19,878
Benefits paid (including direct rollovers)2010-12-31$19,146
Total plan assets at end of year2010-12-31$732,850
Total plan assets at beginning of year2010-12-31$607,648
Value of fidelity bond covering the plan2010-12-31$60,000
Total contributions received or receivable from participants2010-12-31$42,244
Expenses. Other expenses not covered elsewhere2010-12-31$732
Other income received2010-12-31$73,488
Net income (gross income less expenses)2010-12-31$125,202
Net plan assets at end of year (total assets less liabilities)2010-12-31$732,850
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$607,648
Assets. Value of participant loans2010-12-31$72,903
Total contributions received or receivable from employer(s)2010-12-31$29,348
Funding deficiency by the employer to the plan for this plan year2010-12-31$0
Minimum employer required contribution for this plan year2010-12-31$0
Amount contributed by the employer to the plan for this plan year2010-12-31$0
2009 : COASTAL BEND RENT-A-CAR, INC. 401(K) PROFIT SHARING PLAN 2009 401k financial data
Funding deficiency by the employer to the plan for this plan year2009-12-31$0
Minimum employer required contribution for this plan year2009-12-31$0
Amount contributed by the employer to the plan for this plan year2009-12-31$0
2008 : COASTAL BEND RENT-A-CAR, INC. 401(K) PROFIT SHARING PLAN 2008 401k financial data
Transfers to/from the plan2008-12-31$0
Total income from all sources2008-12-31$-79,351
Expenses. Total of all expenses incurred2008-12-31$13,794
Benefits paid (including direct rollovers)2008-12-31$13,306
Total plan assets at end of year2008-12-31$457,550
Total plan assets at beginning of year2008-12-31$550,695
Total contributions received or receivable from participants2008-12-31$45,864
Expenses. Other expenses not covered elsewhere2008-12-31$488
Contributions received from other sources (not participants or employers)2008-12-31$0
Other income received2008-12-31$-153,641
Net income (gross income less expenses)2008-12-31$-93,145
Net plan assets at end of year (total assets less liabilities)2008-12-31$457,550
Net plan assets at beginning of year (total assets less liabilities)2008-12-31$550,695
Assets. Value of participant loans2008-12-31$41,952
Total contributions received or receivable from employer(s)2008-12-31$28,426
Value of certain deemed distributions of participant loans2008-12-31$0
Value of corrective distributions2008-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2008-12-31$0
2006 : COASTAL BEND RENT-A-CAR, INC. 401(K) PROFIT SHARING PLAN 2006 401k financial data
Total income from all sources2006-12-31$115,201
Expenses. Total of all expenses incurred2006-12-31$11,976
Benefits paid (including direct rollovers)2006-12-31$11,704
Total plan assets at end of year2006-12-31$430,389
Total plan assets at beginning of year2006-12-31$327,164
Total contributions received or receivable from participants2006-12-31$53,035
Expenses. Other expenses not covered elsewhere2006-12-31$272
Contributions received from other sources (not participants or employers)2006-12-31$0
Other income received2006-12-31$33,094
Noncash contributions received2006-12-31$0
Net income (gross income less expenses)2006-12-31$103,225
Net plan assets at end of year (total assets less liabilities)2006-12-31$430,389
Net plan assets at beginning of year (total assets less liabilities)2006-12-31$327,164
Assets. Value of participant loans2006-12-31$36,985
Total contributions received or receivable from employer(s)2006-12-31$29,072
Value of certain deemed distributions of participant loans2006-12-31$0
Value of corrective distributions2006-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2006-12-31$0

Form 5500 Responses for COASTAL BEND RENT-A-CAR, INC. 401(K) PROFIT SHARING PLAN

2014: COASTAL BEND RENT-A-CAR, INC. 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2013: COASTAL BEND RENT-A-CAR, INC. 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2012: COASTAL BEND RENT-A-CAR, INC. 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2011: COASTAL BEND RENT-A-CAR, INC. 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2010: COASTAL BEND RENT-A-CAR, INC. 401(K) PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2009: COASTAL BEND RENT-A-CAR, INC. 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2008: COASTAL BEND RENT-A-CAR, INC. 401(K) PROFIT SHARING PLAN 2008 form 5500 responses
2008-01-01Type of plan entitySingle employer plan
2008-01-01Submission has been amendedNo
2008-01-01This submission is the final filingNo
2008-01-01This return/report is a short plan year return/report (less than 12 months)No
2008-01-01Plan is a collectively bargained planNo
2008-01-01Plan funding arrangement – InsuranceYes
2008-01-01Plan funding arrangement – TrustYes
2008-01-01Plan benefit arrangement – InsuranceYes
2006: COASTAL BEND RENT-A-CAR, INC. 401(K) PROFIT SHARING PLAN 2006 form 5500 responses
2006-01-01Type of plan entitySingle employer plan
2006-01-01Submission has been amendedYes
2006-01-01This submission is the final filingNo
2006-01-01This return/report is a short plan year return/report (less than 12 months)No
2006-01-01Plan is a collectively bargained planNo
2006-01-01Plan funding arrangement – InsuranceYes
2006-01-01Plan funding arrangement – TrustYes
2006-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-023571
Policy instance 1
Insurance contract or identification numberGA-023571
Number of Individuals Covered42
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $3,215
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,215
Insurance broker organization code?3
Insurance broker nameHERNDON PLANT OAKLEY LTD
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-023571
Policy instance 1
Insurance contract or identification numberGA-023571
Number of Individuals Covered43
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $2,623
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,623
Insurance broker organization code?3
Insurance broker nameHERNDON PLANT OAKLEY LTD
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-023571
Policy instance 1
Insurance contract or identification numberGA-023571
Number of Individuals Covered66
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $2,135
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,135
Insurance broker organization code?3
Insurance broker nameHERNDON PLANT OAKLEY LTD
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-023571
Policy instance 1
Insurance contract or identification numberGA-023571
Number of Individuals Covered46
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $2,001
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-023571
Policy instance 1
Insurance contract or identification numberGA-023571
Number of Individuals Covered50
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $1,708
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA023571
Policy instance 1
Insurance contract or identification numberGA023571
Number of Individuals Covered48
Insurance policy start date2008-01-01
Insurance policy end date2008-12-31
Total amount of commissions paid to insurance brokerUSD $1,523
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,523
Insurance broker organization code?3
Insurance broker nameHERNDON PLANT OAKLEY LTD
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA023571
Policy instance 1
Insurance contract or identification numberGA023571
Number of Individuals Covered44
Insurance policy start date2006-01-01
Insurance policy end date2006-12-31
Total amount of commissions paid to insurance brokerUSD $985
Total amount of fees paid to insurance companyUSD $38
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $985
Insurance broker organization code?3
Amount paid for insurance broker fees38
Additional information about fees paid to insurance brokerSALES AND ADMINISTRATION
Insurance broker nameLOREN D. STARK COMPANY, INC.

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