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BRAZOS VALLEY SCHOOLS CREDIT UNION PROFIT SHARING PLAN 401k Plan overview

Plan NameBRAZOS VALLEY SCHOOLS CREDIT UNION PROFIT SHARING PLAN
Plan identification number 001

BRAZOS VALLEY SCHOOLS CREDIT UNION 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.

401k Sponsoring company profile

BRAZOS VALLEY SCHOOLS CREDIT UNION has sponsored the creation of one or more 401k plans.

Company Name:BRAZOS VALLEY SCHOOLS CREDIT UNION
Employer identification number (EIN):741397874
NAIC Classification:522130
NAIC Description:Credit Unions

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BRAZOS VALLEY SCHOOLS CREDIT UNION PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012019-01-01ANDREA MAESTRETTI2021-02-10
0012018-01-01
0012017-01-01BARBARA JALOWAY
0012017-01-01BARBARA JALOWAY
0012016-01-01BARBARA JALOWAY
0012016-01-01
0012016-01-01
0012015-01-01BARBARA JALOWAY2016-09-27
0012014-01-01STEVE JONES2015-08-01
0012013-01-01STEVE JONES2014-09-12
0012012-01-01STEVE JONES2013-07-01
0012011-01-01STEVE JONES2012-09-21
0012010-01-01STEVEN JONES2011-07-20 STEVEN JONES2011-07-20

Plan Statistics for BRAZOS VALLEY SCHOOLS CREDIT UNION PROFIT SHARING PLAN

401k plan membership statisitcs for BRAZOS VALLEY SCHOOLS CREDIT UNION PROFIT SHARING PLAN

Measure Date Value
2019: BRAZOS VALLEY SCHOOLS CREDIT UNION PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01167
Total number of active participants reported on line 7a of the Form 55002019-01-01126
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 participants2019-01-01126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01126
Number of participants with account balances2019-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: BRAZOS VALLEY SCHOOLS CREDIT UNION PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01168
Total number of active participants reported on line 7a of the Form 55002018-01-01129
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0137
Total of all active and inactive participants2018-01-01166
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-01167
Number of participants with account balances2018-01-01164
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: BRAZOS VALLEY SCHOOLS CREDIT UNION PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01151
Total number of active participants reported on line 7a of the Form 55002017-01-01116
Number of retired or separated participants receiving benefits2017-01-011
Number of other retired or separated participants entitled to future benefits2017-01-0124
Total of all active and inactive participants2017-01-01141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01141
Number of participants with account balances2017-01-01136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: BRAZOS VALLEY SCHOOLS CREDIT UNION PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01134
Total number of active participants reported on line 7a of the Form 55002016-01-01116
Number of retired or separated participants receiving benefits2016-01-011
Number of other retired or separated participants entitled to future benefits2016-01-0122
Total of all active and inactive participants2016-01-01139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01139
Number of participants with account balances2016-01-01132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010

Financial Data on BRAZOS VALLEY SCHOOLS CREDIT UNION PROFIT SHARING PLAN

Measure Date Value
2019 : BRAZOS VALLEY SCHOOLS CREDIT UNION PROFIT SHARING PLAN 2019 401k financial data
Total transfer of assets from this plan2019-02-28$6,708,454
Total income from all sources (including contributions)2019-02-28$589,388
Total of all expenses incurred2019-02-28$148,816
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-02-28$148,366
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-02-28$83,830
Value of total assets at end of year2019-02-28$0
Value of total assets at beginning of year2019-02-28$6,267,882
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-02-28$450
Total interest from all sources2019-02-28$2,271
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-02-28No
Was this plan covered by a fidelity bond2019-02-28Yes
Value of fidelity bond cover2019-02-28$500,000
If this is an individual account plan, was there a blackout period2019-02-28No
Were there any nonexempt tranactions with any party-in-interest2019-02-28No
Contributions received from participants2019-02-28$48,516
Participant contributions at end of year2019-02-28$0
Participant contributions at beginning of year2019-02-28$299,901
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-02-28No
Value of net income/loss2019-02-28$440,572
Value of net assets at end of year (total assets less liabilities)2019-02-28$0
Value of net assets at beginning of year (total assets less liabilities)2019-02-28$6,267,882
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-02-28No
Were any loans by the plan or fixed income obligations due to the plan in default2019-02-28No
Were any leases to which the plan was party in default or uncollectible2019-02-28No
Investment advisory and management fees2019-02-28$450
Value of interest in pooled separate accounts at end of year2019-02-28$0
Value of interest in pooled separate accounts at beginning of year2019-02-28$4,449,145
Interest on participant loans2019-02-28$2,271
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-02-28$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-02-28$1,518,836
Net investment gain/loss from pooled separate accounts2019-02-28$503,287
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-02-28No
Was there a failure to transmit to the plan any participant contributions2019-02-28No
Has the plan failed to provide any benefit when due under the plan2019-02-28No
Contributions received in cash from employer2019-02-28$35,314
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-02-28$148,366
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-02-28No
Did the plan have assets held for investment2019-02-28No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-02-28No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-02-28No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-02-28Yes
Opinion of an independent qualified public accountant for this plan2019-02-28Disclaimer
Accountancy firm name2019-02-28WEAVER AND TIDWELL, LLP
Accountancy firm EIN2019-02-28750786361
2018 : BRAZOS VALLEY SCHOOLS CREDIT UNION PROFIT SHARING PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$353,641
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$414,693
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$402,537
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$716,625
Value of total assets at end of year2018-12-31$6,267,882
Value of total assets at beginning of year2018-12-31$6,328,934
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$12,156
Total interest from all sources2018-12-31$42,401
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$387,863
Participant contributions at end of year2018-12-31$299,901
Participant contributions at beginning of year2018-12-31$319,720
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$14,683
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-61,052
Value of net assets at end of year (total assets less liabilities)2018-12-31$6,267,882
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$6,328,934
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$12,156
Value of interest in pooled separate accounts at end of year2018-12-31$4,449,145
Value of interest in pooled separate accounts at beginning of year2018-12-31$4,674,473
Interest on participant loans2018-12-31$15,010
Interest earned on other investments2018-12-31$27,391
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$1,518,836
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$1,334,741
Net investment gain/loss from pooled separate accounts2018-12-31$-405,385
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$314,079
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$402,537
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31WEAVER AND TIDWELL, LLP
Accountancy firm EIN2018-12-31750786361
2017 : BRAZOS VALLEY SCHOOLS CREDIT UNION PROFIT SHARING PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$1,414,527
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$876,548
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$865,646
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$597,770
Value of total assets at end of year2017-12-31$6,328,934
Value of total assets at beginning of year2017-12-31$5,790,955
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$10,902
Total interest from all sources2017-12-31$40,724
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$327,094
Participant contributions at end of year2017-12-31$319,720
Participant contributions at beginning of year2017-12-31$279,310
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$6,759
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$537,979
Value of net assets at end of year (total assets less liabilities)2017-12-31$6,328,934
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$5,790,955
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in pooled separate accounts at end of year2017-12-31$4,674,473
Value of interest in pooled separate accounts at beginning of year2017-12-31$3,938,762
Interest on participant loans2017-12-31$13,950
Interest earned on other investments2017-12-31$26,774
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$1,334,741
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$1,572,883
Net investment gain/loss from pooled separate accounts2017-12-31$776,033
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$263,917
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$865,646
Contract administrator fees2017-12-31$10,902
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31WEAVER AND TIDWELL, LLP
Accountancy firm EIN2017-12-31750786361
2016 : BRAZOS VALLEY SCHOOLS CREDIT UNION PROFIT SHARING PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$920,395
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$825,893
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$818,250
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$814,916
Value of total assets at end of year2016-12-31$5,790,955
Value of total assets at beginning of year2016-12-31$5,696,453
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$7,643
Total interest from all sources2016-12-31$39,726
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$5,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$565,903
Participant contributions at end of year2016-12-31$279,310
Participant contributions at beginning of year2016-12-31$158,277
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$3,826
Administrative expenses (other) incurred2016-12-31$7,643
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$94,502
Value of net assets at end of year (total assets less liabilities)2016-12-31$5,790,955
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$5,696,453
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in pooled separate accounts at end of year2016-12-31$3,938,762
Value of interest in pooled separate accounts at beginning of year2016-12-31$3,996,324
Interest on participant loans2016-12-31$29,818
Income. Interest from loans (other than to participants)2016-12-31$9,908
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$1,572,883
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$1,541,852
Net investment gain/loss from pooled separate accounts2016-12-31$65,753
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$245,187
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$818,250
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31MIDDLETON, RAINES & ZAPATA LLP
Accountancy firm EIN2016-12-31460597172

Form 5500 Responses for BRAZOS VALLEY SCHOOLS CREDIT UNION PROFIT SHARING PLAN

2019: BRAZOS VALLEY SCHOOLS CREDIT UNION PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01This submission is the final filingYes
2019-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: BRAZOS VALLEY SCHOOLS CREDIT UNION PROFIT SHARING 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 - TrustYes
2017: BRAZOS VALLEY SCHOOLS CREDIT UNION PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedYes
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 benefit arrangement - TrustYes
2016: BRAZOS VALLEY SCHOOLS CREDIT UNION PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedYes
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 benefit arrangement - TrustYes

Insurance Providers Used on plan

AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number698373
Policy instance 1
Insurance contract or identification number698373
Insurance policy start date2019-01-01
Insurance policy end date2019-02-28
Total amount of commissions paid to insurance brokerUSD $3,554
Total amount of fees paid to insurance companyUSD $0
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 $1,777
Insurance broker organization code?3
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number91652865
Policy instance 1
Insurance contract or identification number91652865
Number of Individuals Covered166
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $21,936
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
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 $10,968
Insurance broker organization code?3
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number91652865
Policy instance 1
Insurance contract or identification number91652865
Number of Individuals Covered136
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $20,440
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
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 $10,220
Insurance broker organization code?3
Insurance broker nameALLEN, CHFC, CLU SUSAN

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