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NUMED, INC. 401(K) PLAN 401k Plan overview

Plan NameNUMED, INC. 401(K) PLAN
Plan identification number 001

NUMED, INC. 401(K) 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

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

Company Name:NUMED, INC.
Employer identification number (EIN):741827631
NAIC Classification:532400
NAIC Description: Commercial and Industrial Machinery and Equipment Rental and Leasing

Additional information about NUMED, INC.

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 1974-04-22
Company Identification Number: 0034122000
Legal Registered Office Address: PO BOX 1098

DENTON
United States of America (USA)
76202

More information about NUMED, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NUMED, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01DARLA SCOTT
0012016-01-01
0012015-01-01DARLA SCOTT
0012014-01-01DARLA SCOTT2015-07-30 DARLA SCOTT2015-07-30
0012013-01-01DARLA SCOTT2014-10-07 DARLA SCOTT2014-10-07
0012012-01-01DARLA SCOTT2013-10-14 DARLA SCOTT2013-10-14
0012011-01-01DARLA SCOTT2012-10-11 DARLA SCOTT2012-10-11
0012010-01-01DARLA SCOTT2012-10-11 DARLA SCOTT2012-10-11

Plan Statistics for NUMED, INC. 401(K) PLAN

401k plan membership statisitcs for NUMED, INC. 401(K) PLAN

Measure Date Value
2022: NUMED, INC. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01186
Total number of active participants reported on line 7a of the Form 55002022-01-01163
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0125
Total of all active and inactive participants2022-01-01188
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01188
Number of participants with account balances2022-01-01126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: NUMED, INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01183
Total number of active participants reported on line 7a of the Form 55002021-01-01151
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0123
Total of all active and inactive participants2021-01-01174
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01174
Number of participants with account balances2021-01-01123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: NUMED, INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01175
Total number of active participants reported on line 7a of the Form 55002020-01-01157
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0124
Total of all active and inactive participants2020-01-01181
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01181
Number of participants with account balances2020-01-01130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: NUMED, INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01193
Total number of active participants reported on line 7a of the Form 55002019-01-01146
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0118
Total of all active and inactive participants2019-01-01164
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01164
Number of participants with account balances2019-01-01115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: NUMED, INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01172
Total number of active participants reported on line 7a of the Form 55002018-01-01164
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0120
Total of all active and inactive participants2018-01-01184
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01184
Number of participants with account balances2018-01-01118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: NUMED, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01138
Total number of active participants reported on line 7a of the Form 55002017-01-01157
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0115
Total of all active and inactive participants2017-01-01172
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01172
Number of participants with account balances2017-01-01109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: NUMED, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01131
Total number of active participants reported on line 7a of the Form 55002016-01-01128
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0110
Total of all active and inactive participants2016-01-01138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01138
Number of participants with account balances2016-01-0196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: NUMED, INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01125
Total number of active participants reported on line 7a of the Form 55002015-01-01119
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0112
Total of all active and inactive participants2015-01-01131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01131
Number of participants with account balances2015-01-0193
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010

Financial Data on NUMED, INC. 401(K) PLAN

Measure Date Value
2022 : NUMED, INC. 401(K) PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-1,594,401
Total of all expenses incurred2022-12-31$1,126,394
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,111,290
Expenses. Certain deemed distributions of participant loans2022-12-31$9,028
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,295,211
Value of total assets at end of year2022-12-31$12,381,716
Value of total assets at beginning of year2022-12-31$15,102,511
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$6,076
Total interest from all sources2022-12-31$16,295
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$0
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$864,330
Participant contributions at end of year2022-12-31$244,577
Participant contributions at beginning of year2022-12-31$307,236
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$26,956
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-2,720,795
Value of net assets at end of year (total assets less liabilities)2022-12-31$12,381,716
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$15,102,511
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in pooled separate accounts at end of year2022-12-31$12,023,658
Value of interest in pooled separate accounts at beginning of year2022-12-31$14,729,500
Interest on participant loans2022-12-31$15,649
Interest earned on other investments2022-12-31$646
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$113,481
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$65,775
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-2,905,907
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$403,925
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,111,290
Contract administrator fees2022-12-31$6,076
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31FARMER, FUQUA & HUFF P.C.
Accountancy firm EIN2022-12-31752599166
2021 : NUMED, INC. 401(K) PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$3,416,912
Total of all expenses incurred2021-12-31$852,712
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$836,462
Expenses. Certain deemed distributions of participant loans2021-12-31$1,212
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,071,249
Value of total assets at end of year2021-12-31$15,102,511
Value of total assets at beginning of year2021-12-31$12,538,311
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$15,038
Total interest from all sources2021-12-31$17,423
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$0
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$715,523
Participant contributions at end of year2021-12-31$307,236
Participant contributions at beginning of year2021-12-31$259,235
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$2,564,200
Value of net assets at end of year (total assets less liabilities)2021-12-31$15,102,511
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$12,538,311
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in pooled separate accounts at end of year2021-12-31$14,729,500
Value of interest in pooled separate accounts at beginning of year2021-12-31$12,216,079
Interest on participant loans2021-12-31$17,423
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$65,775
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$62,997
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$2,328,240
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$355,726
Employer contributions (assets) at end of year2021-12-31$0
Employer contributions (assets) at beginning of year2021-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$836,462
Contract administrator fees2021-12-31$15,038
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Disclaimer
Accountancy firm name2021-12-31FARMER, FUQUA & HUFF P.C.
Accountancy firm EIN2021-12-31752599166
2020 : NUMED, INC. 401(K) PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$2,785,579
Total of all expenses incurred2020-12-31$822,898
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$799,865
Expenses. Certain deemed distributions of participant loans2020-12-31$19,379
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,055,178
Value of total assets at end of year2020-12-31$12,538,311
Value of total assets at beginning of year2020-12-31$10,575,630
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$3,654
Total interest from all sources2020-12-31$16,871
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$360,540
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$360,540
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$667,453
Participant contributions at end of year2020-12-31$259,235
Participant contributions at beginning of year2020-12-31$264,132
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$32,708
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$0
Administrative expenses (other) incurred2020-12-31$795
Total non interest bearing cash at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$1,962,681
Value of net assets at end of year (total assets less liabilities)2020-12-31$12,538,311
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$10,575,630
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in pooled separate accounts at end of year2020-12-31$12,216,079
Value of interest in pooled separate accounts at beginning of year2020-12-31$10,214,807
Interest on participant loans2020-12-31$15,912
Interest earned on other investments2020-12-31$959
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$62,997
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$96,691
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,352,990
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$355,017
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$799,865
Contract administrator fees2020-12-31$2,859
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31FARMER, FUQUA & HUFF P.C.
Accountancy firm EIN2020-12-31752599166
2019 : NUMED, INC. 401(K) PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$3,156,407
Total of all expenses incurred2019-12-31$1,702,433
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,657,316
Expenses. Certain deemed distributions of participant loans2019-12-31$0
Value of total corrective distributions2019-12-31$4,394
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,043,571
Value of total assets at end of year2019-12-31$10,575,630
Value of total assets at beginning of year2019-12-31$9,121,656
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$40,723
Total interest from all sources2019-12-31$17,147
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$140,631
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$140,631
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$639,008
Participant contributions at end of year2019-12-31$264,132
Participant contributions at beginning of year2019-12-31$306,540
Participant contributions at end of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$76,880
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Total non interest bearing cash at end of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$1,453,974
Value of net assets at end of year (total assets less liabilities)2019-12-31$10,575,630
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$9,121,656
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in pooled separate accounts at end of year2019-12-31$10,214,807
Value of interest in pooled separate accounts at beginning of year2019-12-31$8,732,969
Interest on participant loans2019-12-31$15,717
Interest earned on other investments2019-12-31$1,430
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$96,691
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$82,147
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,955,058
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$327,683
Employer contributions (assets) at end of year2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,657,316
Contract administrator fees2019-12-31$40,723
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31FARMER, FUQUA & HUFF P.C.
Accountancy firm EIN2019-12-31752599166
2018 : NUMED, INC. 401(K) 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$355,594
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$865,313
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$820,210
Expenses. Certain deemed distributions of participant loans2018-12-31$0
Value of total corrective distributions2018-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$967,571
Value of total assets at end of year2018-12-31$9,121,656
Value of total assets at beginning of year2018-12-31$9,631,375
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$45,103
Total interest from all sources2018-12-31$18,661
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$427
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$427
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$240,000
If this is an individual account plan, was there a blackout period2018-12-31Yes
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$634,526
Participant contributions at end of year2018-12-31$306,540
Participant contributions at beginning of year2018-12-31$327,045
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$10,619
Administrative expenses (other) incurred2018-12-31$45,103
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-509,719
Value of net assets at end of year (total assets less liabilities)2018-12-31$9,121,656
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$9,631,375
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
Value of interest in pooled separate accounts at end of year2018-12-31$8,732,969
Value of interest in pooled separate accounts at beginning of year2018-12-31$9,056,500
Interest on participant loans2018-12-31$15,095
Interest earned on other investments2018-12-31$3,566
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$82,147
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$247,830
Net investment gain/loss from pooled separate accounts2018-12-31$-631,065
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$322,426
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$820,210
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31Yes
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 name2018-12-31FARMER,FUQUA & HUFF P.C.
Accountancy firm EIN2018-12-31752599166
2017 : NUMED, INC. 401(K) 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$2,298,925
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,442,015
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,409,481
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$898,880
Value of total assets at end of year2017-12-31$9,631,375
Value of total assets at beginning of year2017-12-31$8,774,465
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$32,534
Total interest from all sources2017-12-31$17,790
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$23,153
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$23,153
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$240,000
If this is an individual account plan, was there a blackout period2017-12-31Yes
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$598,912
Participant contributions at end of year2017-12-31$327,045
Participant contributions at beginning of year2017-12-31$234,476
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$14,300
Other income not declared elsewhere2017-12-31$21
Administrative expenses (other) incurred2017-12-31$31,076
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$856,910
Value of net assets at end of year (total assets less liabilities)2017-12-31$9,631,375
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$8,774,465
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
Investment advisory and management fees2017-12-31$1,458
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$7,472,327
Value of interest in pooled separate accounts at end of year2017-12-31$9,056,500
Value of interest in pooled separate accounts at beginning of year2017-12-31$1,067,662
Interest on participant loans2017-12-31$11,844
Interest earned on other investments2017-12-31$5,946
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$247,830
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,359,081
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$285,668
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,409,481
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31Yes
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 name2017-12-31FARMER,FUQUA & HUFF P.C.
Accountancy firm EIN2017-12-31752599166
2016 : NUMED, INC. 401(K) 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$1,700,443
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$192,979
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$190,994
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$967,984
Value of total assets at end of year2016-12-31$8,774,465
Value of total assets at beginning of year2016-12-31$7,267,001
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$1,985
Total interest from all sources2016-12-31$11,436
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$316,629
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$316,629
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$240,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$571,793
Participant contributions at end of year2016-12-31$234,476
Participant contributions at beginning of year2016-12-31$261,497
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$133,282
Other income not declared elsewhere2016-12-31$1,200
Total non interest bearing cash at end of year2016-12-31$0
Total non interest bearing cash at beginning of year2016-12-31$0
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$1,507,464
Value of net assets at end of year (total assets less liabilities)2016-12-31$8,774,465
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$7,267,001
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 registered invesment companies (eg mutual funds) at end of year2016-12-31$7,472,327
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$6,516,586
Interest on participant loans2016-12-31$11,436
Value of interest in common/collective trusts at end of year2016-12-31$1,067,662
Value of interest in common/collective trusts at beginning of year2016-12-31$488,918
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$403,194
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$262,909
Employer contributions (assets) at end of year2016-12-31$0
Employer contributions (assets) at beginning of year2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$190,994
Contract administrator fees2016-12-31$1,985
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 name2016-12-31FARMER, FUQUA & HUFF P.C.
Accountancy firm EIN2016-12-31752599166
2015 : NUMED, INC. 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$694,146
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$5,063
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$3,888
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$798,162
Value of total assets at end of year2015-12-31$7,267,001
Value of total assets at beginning of year2015-12-31$6,577,918
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$1,175
Total interest from all sources2015-12-31$11,133
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$403,091
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$403,091
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$240,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$510,629
Participant contributions at end of year2015-12-31$261,497
Participant contributions at beginning of year2015-12-31$248,640
Participant contributions at end of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$48,137
Other income not declared elsewhere2015-12-31$1,000
Total non interest bearing cash at end of year2015-12-31$0
Total non interest bearing cash at beginning of year2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$689,083
Value of net assets at end of year (total assets less liabilities)2015-12-31$7,267,001
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$6,577,918
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$6,516,586
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$6,051,958
Interest on participant loans2015-12-31$11,133
Value of interest in common/collective trusts at end of year2015-12-31$488,918
Value of interest in common/collective trusts at beginning of year2015-12-31$277,320
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-522,425
Net investment gain or loss from common/collective trusts2015-12-31$3,185
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$239,396
Employer contributions (assets) at end of year2015-12-31$0
Employer contributions (assets) at beginning of year2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$3,888
Contract administrator fees2015-12-31$1,175
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31FARMER, FUQUA & HUFF P.C.
Accountancy firm EIN2015-12-31752599166

Form 5500 Responses for NUMED, INC. 401(K) PLAN

2022: NUMED, INC. 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: NUMED, INC. 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: NUMED, INC. 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: NUMED, INC. 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: NUMED, INC. 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: NUMED, INC. 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: NUMED, INC. 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: NUMED, INC. 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number860532
Policy instance 1
Insurance contract or identification number860532
Number of Individuals Covered126
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
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
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number860532
Policy instance 1
Insurance contract or identification number860532
Number of Individuals Covered123
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
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
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number860532
Policy instance 1
Insurance contract or identification number860532
Number of Individuals Covered131
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of fees paid to insurance companyUSD $162
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
Amount paid for insurance broker fees162
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker organization code?5
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number91692092
Policy instance 1
Insurance contract or identification number91692092
Number of Individuals Covered0
Insurance policy start date2019-01-01
Insurance policy end date2019-10-18
Total amount of commissions paid to insurance brokerUSD $8,466
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 $4,233
Additional information about fees paid to insurance brokerBROKER COMMISSION
Insurance broker organization code?3
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number860532
Policy instance 2
Insurance contract or identification number860532
Number of Individuals Covered116
Insurance policy start date2019-10-18
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
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
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number91692092
Policy instance 1
Insurance contract or identification number91692092
Number of Individuals Covered184
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $6,485
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,888
Insurance broker organization code?3
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number91692092
Policy instance 1
Insurance contract or identification number91692092
Number of Individuals Covered108
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $28,383
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $28,383
Insurance broker organization code?0
Insurance broker nameMEANS DAVID,A

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