MACINA, BOSE, COPELAND AND ASSOCIATES, INC. has sponsored the creation of one or more 401k plans.
Additional information about MACINA, BOSE, COPELAND AND ASSOCIATES, INC.
| Measure | Date | Value |
|---|
| 2023: MBC EMPLOYEE RETIREMENT PLAN 2023 401k membership |
|---|
| Total participants, beginning-of-year | 2023-01-01 | 50 |
| Total number of active participants reported on line 7a of the Form 5500 | 2023-01-01 | 38 |
| Number of retired or separated participants receiving benefits | 2023-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2023-01-01 | 9 |
| Total of all active and inactive participants | 2023-01-01 | 47 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2023-01-01 | 0 |
| Total participants | 2023-01-01 | 47 |
| Number of participants with account balances | 2023-01-01 | 43 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2023-01-01 | 0 |
| 2022: MBC EMPLOYEE RETIREMENT PLAN 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-01-01 | 54 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 38 |
| Number of retired or separated participants receiving benefits | 2022-01-01 | 12 |
| Total of all active and inactive participants | 2022-01-01 | 50 |
| Total participants | 2022-01-01 | 50 |
| Number of participants with account balances | 2022-01-01 | 48 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
| 2021: MBC EMPLOYEE RETIREMENT PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-01-01 | 53 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 42 |
| Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 12 |
| Total of all active and inactive participants | 2021-01-01 | 54 |
| Total participants | 2021-01-01 | 54 |
| Number of participants with account balances | 2021-01-01 | 48 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
| 2020: MBC EMPLOYEE RETIREMENT PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-01-01 | 48 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 40 |
| Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 13 |
| Total of all active and inactive participants | 2020-01-01 | 53 |
| Total participants | 2020-01-01 | 53 |
| Number of participants with account balances | 2020-01-01 | 42 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
| 2019: MBC EMPLOYEE RETIREMENT PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 48 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 38 |
| Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 10 |
| Total of all active and inactive participants | 2019-01-01 | 48 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
| Total participants | 2019-01-01 | 48 |
| Number of participants with account balances | 2019-01-01 | 41 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
| 2018: MBC EMPLOYEE RETIREMENT PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 52 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 40 |
| Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 8 |
| Total of all active and inactive participants | 2018-01-01 | 48 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
| Total participants | 2018-01-01 | 48 |
| Number of participants with account balances | 2018-01-01 | 43 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 1 |
| 2017: MBC EMPLOYEE RETIREMENT PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 48 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 42 |
| Number of retired or separated participants receiving benefits | 2017-01-01 | 10 |
| Total of all active and inactive participants | 2017-01-01 | 52 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
| Total participants | 2017-01-01 | 52 |
| Number of participants with account balances | 2017-01-01 | 50 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
| 2016: MBC EMPLOYEE RETIREMENT PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 41 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 37 |
| Number of retired or separated participants receiving benefits | 2016-01-01 | 2 |
| Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 9 |
| Total of all active and inactive participants | 2016-01-01 | 48 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
| Total participants | 2016-01-01 | 48 |
| Number of participants with account balances | 2016-01-01 | 47 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
| 2015: MBC EMPLOYEE RETIREMENT PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 50 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 34 |
| Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 7 |
| Total of all active and inactive participants | 2015-01-01 | 41 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
| Total participants | 2015-01-01 | 41 |
| Number of participants with account balances | 2015-01-01 | 41 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
| 2014: MBC EMPLOYEE RETIREMENT PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 52 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 33 |
| Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 17 |
| Total of all active and inactive participants | 2014-01-01 | 50 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
| Total participants | 2014-01-01 | 50 |
| Number of participants with account balances | 2014-01-01 | 50 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
| 2013: MBC EMPLOYEE RETIREMENT PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 57 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 31 |
| Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 21 |
| Total of all active and inactive participants | 2013-01-01 | 52 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
| Total participants | 2013-01-01 | 52 |
| Number of participants with account balances | 2013-01-01 | 52 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
| 2012: MBC EMPLOYEE RETIREMENT PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 47 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 45 |
| Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 11 |
| Total of all active and inactive participants | 2012-01-01 | 56 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
| Total participants | 2012-01-01 | 56 |
| Number of participants with account balances | 2012-01-01 | 47 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
| 2011: MBC EMPLOYEE RETIREMENT PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 61 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 28 |
| Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 19 |
| Total of all active and inactive participants | 2011-01-01 | 47 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
| Total participants | 2011-01-01 | 47 |
| Number of participants with account balances | 2011-01-01 | 45 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
| 2010: MBC EMPLOYEE RETIREMENT PLAN 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-01-01 | 58 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 33 |
| Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 28 |
| Total of all active and inactive participants | 2010-01-01 | 61 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
| Total participants | 2010-01-01 | 61 |
| Number of participants with account balances | 2010-01-01 | 54 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2022 : MBC EMPLOYEE RETIREMENT PLAN 2022 401k financial data |
|---|
| Total income from all sources | 2022-12-31 | $-874,280 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $293,240 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $264,072 |
| Total plan assets at end of year | 2022-12-31 | $7,090,106 |
| Total plan assets at beginning of year | 2022-12-31 | $8,257,626 |
| Value of fidelity bond covering the plan | 2022-12-31 | $500,000 |
| Other income received | 2022-12-31 | $-1,127,842 |
| Net income (gross income less expenses) | 2022-12-31 | $-1,167,520 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $7,090,106 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $8,257,626 |
| Assets. Value of participant loans | 2022-12-31 | $150,251 |
| Assets. Value of employer securities | 2022-12-31 | $2,981,371 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $253,562 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $29,168 |
| 2021 : MBC EMPLOYEE RETIREMENT PLAN 2021 401k financial data |
|---|
| Total income from all sources | 2021-12-31 | $967,829 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $440,016 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $410,973 |
| Total plan assets at end of year | 2021-12-31 | $8,257,626 |
| Total plan assets at beginning of year | 2021-12-31 | $7,729,813 |
| Value of fidelity bond covering the plan | 2021-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2021-12-31 | $269,827 |
| Other income received | 2021-12-31 | $698,002 |
| Net income (gross income less expenses) | 2021-12-31 | $527,813 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $8,257,626 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $7,729,813 |
| Assets. Value of participant loans | 2021-12-31 | $136,528 |
| Assets. Value of employer securities | 2021-12-31 | $3,203,084 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $29,043 |
| 2020 : MBC EMPLOYEE RETIREMENT PLAN 2020 401k financial data |
|---|
| Total income from all sources | 2020-12-31 | $1,787,727 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $171,981 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $149,557 |
| Total plan assets at end of year | 2020-12-31 | $7,729,813 |
| Total plan assets at beginning of year | 2020-12-31 | $6,114,067 |
| Value of fidelity bond covering the plan | 2020-12-31 | $500,000 |
| Other income received | 2020-12-31 | $1,568,866 |
| Net income (gross income less expenses) | 2020-12-31 | $1,615,746 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $7,729,813 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $6,114,067 |
| Assets. Value of participant loans | 2020-12-31 | $164,824 |
| Assets. Value of employer securities | 2020-12-31 | $3,939,252 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $218,861 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $22,424 |
| 2019 : MBC EMPLOYEE RETIREMENT PLAN 2019 401k financial data |
|---|
| Total income from all sources | 2019-12-31 | $790,818 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $71,431 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $48,834 |
| Total plan assets at end of year | 2019-12-31 | $6,114,067 |
| Total plan assets at beginning of year | 2019-12-31 | $5,394,680 |
| Value of fidelity bond covering the plan | 2019-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2019-12-31 | $200,481 |
| Other income received | 2019-12-31 | $590,337 |
| Net income (gross income less expenses) | 2019-12-31 | $719,387 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $6,114,067 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $5,394,680 |
| Assets. Value of participant loans | 2019-12-31 | $162,135 |
| Assets. Value of employer securities | 2019-12-31 | $2,868,890 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $22,597 |
| 2018 : MBC EMPLOYEE RETIREMENT PLAN 2018 401k financial data |
|---|
| Total income from all sources | 2018-12-31 | $33,630 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $250,032 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $229,839 |
| Total plan assets at end of year | 2018-12-31 | $5,394,680 |
| Total plan assets at beginning of year | 2018-12-31 | $5,611,082 |
| Value of fidelity bond covering the plan | 2018-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2018-12-31 | $206,242 |
| Other income received | 2018-12-31 | $-172,612 |
| Net income (gross income less expenses) | 2018-12-31 | $-216,402 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $5,394,680 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $5,611,082 |
| Assets. Value of participant loans | 2018-12-31 | $99,062 |
| Assets. Value of employer securities | 2018-12-31 | $2,868,890 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $20,193 |
| 2017 : MBC EMPLOYEE RETIREMENT PLAN 2017 401k financial data |
|---|
| Total income from all sources | 2017-12-31 | $537,534 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $39,699 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $25,725 |
| Total plan assets at end of year | 2017-12-31 | $5,611,082 |
| Total plan assets at beginning of year | 2017-12-31 | $5,113,247 |
| Value of fidelity bond covering the plan | 2017-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2017-12-31 | $170,709 |
| Contributions received from other sources (not participants or employers) | 2017-12-31 | $2,557 |
| Other income received | 2017-12-31 | $364,268 |
| Net income (gross income less expenses) | 2017-12-31 | $497,835 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $5,611,082 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $5,113,247 |
| Assets. Value of participant loans | 2017-12-31 | $140,169 |
| Assets. Value of employer securities | 2017-12-31 | $2,868,690 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $13,974 |
| 2016 : MBC EMPLOYEE RETIREMENT PLAN 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $1,138,082 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $76,900 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $64,293 |
| Total plan assets at end of year | 2016-12-31 | $5,113,247 |
| Total plan assets at beginning of year | 2016-12-31 | $4,052,065 |
| Value of fidelity bond covering the plan | 2016-12-31 | $165,000 |
| Total contributions received or receivable from participants | 2016-12-31 | $148,147 |
| Contributions received from other sources (not participants or employers) | 2016-12-31 | $23,294 |
| Other income received | 2016-12-31 | $966,641 |
| Net income (gross income less expenses) | 2016-12-31 | $1,061,182 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $5,113,247 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $4,052,065 |
| Assets. Value of participant loans | 2016-12-31 | $173,746 |
| Assets. Value of employer securities | 2016-12-31 | $2,868,690 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $12,607 |
| 2015 : MBC EMPLOYEE RETIREMENT PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $1,470,868 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $230,407 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $218,703 |
| Total plan assets at end of year | 2015-12-31 | $4,052,065 |
| Total plan assets at beginning of year | 2015-12-31 | $2,811,604 |
| Value of fidelity bond covering the plan | 2015-12-31 | $165,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $124,896 |
| Other income received | 2015-12-31 | $1,345,972 |
| Net income (gross income less expenses) | 2015-12-31 | $1,240,461 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $4,052,065 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $2,811,604 |
| Assets. Value of participant loans | 2015-12-31 | $101,667 |
| Assets. Value of employer securities | 2015-12-31 | $2,120,226 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $11,704 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
| 2014 : MBC EMPLOYEE RETIREMENT PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $210,634 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $44,667 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $44,542 |
| Total plan assets at end of year | 2014-12-31 | $2,811,604 |
| Total plan assets at beginning of year | 2014-12-31 | $2,645,637 |
| Value of fidelity bond covering the plan | 2014-12-31 | $165,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $82,905 |
| Expenses. Other expenses not covered elsewhere | 2014-12-31 | $125 |
| Contributions received from other sources (not participants or employers) | 2014-12-31 | $4,041 |
| Other income received | 2014-12-31 | $123,688 |
| Net income (gross income less expenses) | 2014-12-31 | $165,967 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $2,811,604 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $2,645,637 |
| Assets. Value of participant loans | 2014-12-31 | $142,018 |
| Assets. Value of employer securities | 2014-12-31 | $766,890 |
| 2013 : MBC EMPLOYEE RETIREMENT PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $445,564 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $477,189 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $476,339 |
| Total plan assets at end of year | 2013-12-31 | $2,645,637 |
| Total plan assets at beginning of year | 2013-12-31 | $2,677,262 |
| Value of fidelity bond covering the plan | 2013-12-31 | $165,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $87,618 |
| Expenses. Other expenses not covered elsewhere | 2013-12-31 | $850 |
| Contributions received from other sources (not participants or employers) | 2013-12-31 | $795 |
| Other income received | 2013-12-31 | $357,151 |
| Net income (gross income less expenses) | 2013-12-31 | $-31,625 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $2,645,637 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $2,677,262 |
| Assets. Value of participant loans | 2013-12-31 | $106,585 |
| Assets. Value of employer securities | 2013-12-31 | $789,446 |
| 2012 : MBC EMPLOYEE RETIREMENT PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $414,817 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $38,457 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $38,157 |
| Total plan assets at end of year | 2012-12-31 | $2,677,262 |
| Total plan assets at beginning of year | 2012-12-31 | $2,300,902 |
| Value of fidelity bond covering the plan | 2012-12-31 | $165,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $105,355 |
| Expenses. Other expenses not covered elsewhere | 2012-12-31 | $300 |
| Other income received | 2012-12-31 | $309,462 |
| Net income (gross income less expenses) | 2012-12-31 | $376,360 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $2,677,262 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $2,300,902 |
| Assets. Value of participant loans | 2012-12-31 | $63,378 |
| Assets. Value of employer securities | 2012-12-31 | $835,924 |
| 2011 : MBC EMPLOYEE RETIREMENT PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $112,841 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $238,821 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $212,542 |
| Total plan assets at end of year | 2011-12-31 | $2,300,902 |
| Total plan assets at beginning of year | 2011-12-31 | $2,426,882 |
| Value of fidelity bond covering the plan | 2011-12-31 | $165,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $91,143 |
| Expenses. Other expenses not covered elsewhere | 2011-12-31 | $250 |
| Other income received | 2011-12-31 | $21,698 |
| Net income (gross income less expenses) | 2011-12-31 | $-125,980 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $2,300,902 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $2,426,882 |
| Assets. Value of participant loans | 2011-12-31 | $45,584 |
| Assets. Value of employer securities | 2011-12-31 | $737,580 |
| Value of corrective distributions | 2011-12-31 | $26,029 |
| 2010 : MBC EMPLOYEE RETIREMENT PLAN 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $78,322 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $481,381 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $481,281 |
| Total plan assets at end of year | 2010-12-31 | $2,426,882 |
| Total plan assets at beginning of year | 2010-12-31 | $2,829,941 |
| Value of fidelity bond covering the plan | 2010-12-31 | $165,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $98,151 |
| Expenses. Other expenses not covered elsewhere | 2010-12-31 | $100 |
| Other income received | 2010-12-31 | $-19,829 |
| Net income (gross income less expenses) | 2010-12-31 | $-403,059 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $2,426,882 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $2,829,941 |
| Assets. Value of participant loans | 2010-12-31 | $65,482 |
| Assets. Value of employer securities | 2010-12-31 | $882,923 |
| 2023: MBC EMPLOYEE RETIREMENT PLAN 2023 form 5500 responses |
|---|
| 2023-01-01 | Type of plan entity | Single employer plan |
| 2023-01-01 | Plan funding arrangement – Trust | Yes |
| 2023-01-01 | Plan benefit arrangement - Trust | Yes |
| 2022: MBC EMPLOYEE RETIREMENT PLAN 2022 form 5500 responses |
|---|
| 2022-01-01 | Type of plan entity | Single employer plan |
| 2022-01-01 | Plan funding arrangement – Trust | Yes |
| 2022-01-01 | Plan benefit arrangement - Trust | Yes |
| 2021: MBC EMPLOYEE RETIREMENT PLAN 2021 form 5500 responses |
|---|
| 2021-01-01 | Type of plan entity | Single employer plan |
| 2021-01-01 | Plan funding arrangement – Trust | Yes |
| 2021-01-01 | Plan benefit arrangement - Trust | Yes |
| 2020: MBC EMPLOYEE RETIREMENT PLAN 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | Plan funding arrangement – Trust | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
| 2019: MBC EMPLOYEE RETIREMENT PLAN 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: MBC EMPLOYEE RETIREMENT PLAN 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Submission has been amended | No |
| 2018-01-01 | This submission is the final filing | No |
| 2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-01-01 | Plan is a collectively bargained plan | No |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: MBC EMPLOYEE RETIREMENT PLAN 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Submission has been amended | No |
| 2017-01-01 | This submission is the final filing | No |
| 2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-01-01 | Plan is a collectively bargained plan | No |
| 2017-01-01 | Plan funding arrangement – Insurance | Yes |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: MBC EMPLOYEE RETIREMENT PLAN 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Submission has been amended | No |
| 2016-01-01 | This submission is the final filing | No |
| 2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-01-01 | Plan is a collectively bargained plan | No |
| 2016-01-01 | Plan funding arrangement – Insurance | Yes |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: MBC EMPLOYEE RETIREMENT PLAN 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Submission has been amended | No |
| 2015-01-01 | This submission is the final filing | No |
| 2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-01-01 | Plan is a collectively bargained plan | No |
| 2015-01-01 | Plan funding arrangement – Insurance | Yes |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: MBC EMPLOYEE RETIREMENT PLAN 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Submission has been amended | No |
| 2014-01-01 | This submission is the final filing | No |
| 2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-01-01 | Plan is a collectively bargained plan | No |
| 2014-01-01 | Plan funding arrangement – Insurance | Yes |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: MBC EMPLOYEE RETIREMENT PLAN 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Submission has been amended | No |
| 2013-01-01 | This submission is the final filing | No |
| 2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-01-01 | Plan is a collectively bargained plan | No |
| 2013-01-01 | Plan funding arrangement – Insurance | Yes |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: MBC EMPLOYEE RETIREMENT PLAN 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Submission has been amended | No |
| 2012-01-01 | This submission is the final filing | No |
| 2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-01-01 | Plan is a collectively bargained plan | No |
| 2012-01-01 | Plan funding arrangement – Insurance | Yes |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: MBC EMPLOYEE RETIREMENT PLAN 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Submission has been amended | No |
| 2011-01-01 | This submission is the final filing | No |
| 2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-01-01 | Plan is a collectively bargained plan | No |
| 2011-01-01 | Plan funding arrangement – Insurance | Yes |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2010: MBC EMPLOYEE RETIREMENT PLAN 2010 form 5500 responses |
|---|
| 2010-01-01 | Type of plan entity | Single employer plan |
| 2010-01-01 | Submission has been amended | No |
| 2010-01-01 | This submission is the final filing | No |
| 2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2010-01-01 | Plan is a collectively bargained plan | No |
| 2010-01-01 | Plan funding arrangement – Insurance | Yes |
| 2010-01-01 | Plan funding arrangement – Trust | Yes |
| 2010-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2010-01-01 | Plan benefit arrangement - Trust | Yes |
| MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 ) |
| Policy contract number | 5958167/5957103 |
| Policy instance | 2 |
| Insurance contract or identification number | 5958167/5957103 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | 1 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Insurance broker organization code? | 3 | | Insurance broker name | CHARLES D SNOWDEN, CLU |
|
| PHOENIX LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 67814 ) |
| Policy contract number | 5133896 |
| Policy instance | 1 |
| Insurance contract or identification number | 5133896 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No |
|
| MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 ) |
| Policy contract number | 5958167/5957103 |
| Policy instance | 2 |
| Insurance contract or identification number | 5958167/5957103 | | Number of Individuals Covered | 2 | | Insurance policy start date | 2015-01-01 | | Insurance policy end date | 2015-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | Yes | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Insurance broker organization code? | 3 | | Insurance broker name | CHARLES D SNOWDEN, CLU |
|
| PHOENIX LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 67814 ) |
| Policy contract number | 5133896 |
| Policy instance | 1 |
| Insurance contract or identification number | 5133896 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2015-01-01 | | Insurance policy end date | 2015-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No |
|
| VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 ) |
| Policy contract number | PHS061 |
| Policy instance | 1 |
| Insurance contract or identification number | PHS061 | | Number of Individuals Covered | 50 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Total amount of commissions paid to insurance broker | USD $4,016 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Commission paid to Insurance Broker | USD $4,016 | | Insurance broker organization code? | 3 | | Insurance broker name | CERTA ADVISOR NETWORKS INSURANCE S |
|
| PHOENIX LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 67814 ) |
| Policy contract number | 5133896 |
| Policy instance | 2 |
| Insurance contract or identification number | 5133896 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No |
|
| MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 ) |
| Policy contract number | 5958167/5957103 |
| Policy instance | 3 |
| Insurance contract or identification number | 5958167/5957103 | | Number of Individuals Covered | 3 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | Yes | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Insurance broker organization code? | 3 | | Insurance broker name | CHARLES D SNOWDEN, CLU |
|
| PHOENIX LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 67814 ) |
| Policy contract number | 5133896 |
| Policy instance | 2 |
| Insurance contract or identification number | 5133896 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No |
|
| MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 ) |
| Policy contract number | 5958167/5957103 |
| Policy instance | 3 |
| Insurance contract or identification number | 5958167/5957103 | | Number of Individuals Covered | 2 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | Yes | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Insurance broker organization code? | 3 | | Insurance broker name | WOODRUFF FRANK EDWARD JR |
|
| VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 ) |
| Policy contract number | PHS061 |
| Policy instance | 1 |
| Insurance contract or identification number | PHS061 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | Total amount of commissions paid to insurance broker | USD $12,586 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Commission paid to Insurance Broker | USD $12,586 | | Insurance broker organization code? | 3 | | Insurance broker name | FN INSURANCE SERVICES INC |
|
| PHOENIX LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 67814 ) |
| Policy contract number | 5133896 |
| Policy instance | 2 |
| Insurance contract or identification number | 5133896 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No |
|
| VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 ) |
| Policy contract number | PHS061 |
| Policy instance | 1 |
| Insurance contract or identification number | PHS061 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Total amount of commissions paid to insurance broker | USD $9,284 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Commission paid to Insurance Broker | USD $9,284 | | Insurance broker organization code? | 3 | | Insurance broker name | FN INSURANCE SERVICES INC |
|
| MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 ) |
| Policy contract number | 5958167/5957103 |
| Policy instance | 3 |
| Insurance contract or identification number | 5958167/5957103 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | Yes | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Commission paid to Insurance Broker | USD $0 | | Amount paid for insurance broker fees | 0 | | Insurance broker organization code? | 3 | | Insurance broker name | WOODRUFF FRANK EDWARD JR |
|
| VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 ) |
| Policy contract number | PHS061 |
| Policy instance | 1 |
| Insurance contract or identification number | PHS061 | | Number of Individuals Covered | 46 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | Total amount of commissions paid to insurance broker | USD $10,403 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No |
|
| PHOENIX LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 67814 ) |
| Policy contract number | 5133896 |
| Policy instance | 2 |
| Insurance contract or identification number | 5133896 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No |
|
| MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 ) |
| Policy contract number | 5958167/5957103 |
| Policy instance | 3 |
| Insurance contract or identification number | 5958167/5957103 | | Number of Individuals Covered | 3 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | Yes | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No |
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| PHOENIX LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 67814 ) |
| Policy contract number | 5133896 |
| Policy instance | 2 |
| Insurance contract or identification number | 5133896 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2010-01-01 | | Insurance policy end date | 2010-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No |
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| MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 ) |
| Policy contract number | 5958167/5957103 |
| Policy instance | 3 |
| Insurance contract or identification number | 5958167/5957103 | | Number of Individuals Covered | 2 | | Insurance policy start date | 2010-01-01 | | Insurance policy end date | 2010-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No |
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| VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 ) |
| Policy contract number | PHS061 |
| Policy instance | 1 |
| Insurance contract or identification number | PHS061 | | Number of Individuals Covered | 52 | | Insurance policy start date | 2010-01-01 | | Insurance policy end date | 2010-12-31 | | Total amount of commissions paid to insurance broker | USD $10,636 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Commission paid to Insurance Broker | USD $10,636 | | Additional information about fees paid to insurance broker | COMMISSIONS | | Insurance broker organization code? | 3 | | Insurance broker name | FN INSURANCE SERVICES INC |
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