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RALPH H. VINEY AND ASSOCIATES, INC. PROFIT SHARING TRUST 401k Plan overview

Plan NameRALPH H. VINEY AND ASSOCIATES, INC. PROFIT SHARING TRUST
Plan identification number 001

RALPH H. VINEY AND ASSOCIATES, INC. PROFIT SHARING TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

RALPH H. VINEY & ASSOCIATES, INC. has sponsored the creation of one or more 401k plans.

Company Name:RALPH H. VINEY & ASSOCIATES, INC.
Employer identification number (EIN):751454475
NAIC Classification:211120
NAIC Description:Crude Petroleum Extraction

Additional information about RALPH H. VINEY & ASSOCIATES, INC.

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 1974-09-16
Company Identification Number: 0034894200
Legal Registered Office Address: PO BOX 52084

MIDLAND
United States of America (USA)
79710

More information about RALPH H. VINEY & ASSOCIATES, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RALPH H. VINEY AND ASSOCIATES, INC. PROFIT SHARING TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012019-09-01
0012018-09-01
0012017-09-01NORMA VINEY BURKE NORMA VINEY BURKE2018-11-28
0012016-09-01NORMA VINEY BURKE NORMA VINEY BURKE2018-03-12
0012015-09-01NORMA VINEY BURKE
0012014-09-01NORMA VINEY BURKE
0012013-09-01NORMA VINEY BURKE NORMA VINEY BURKE2015-04-30
0012012-09-01NORMA VINEY BURKE
0012011-09-01NORMA VINEY BURKE
0012009-09-01NORMA VINEY BURKE

Plan Statistics for RALPH H. VINEY AND ASSOCIATES, INC. PROFIT SHARING TRUST

401k plan membership statisitcs for RALPH H. VINEY AND ASSOCIATES, INC. PROFIT SHARING TRUST

Measure Date Value
2019: RALPH H. VINEY AND ASSOCIATES, INC. PROFIT SHARING TRUST 2019 401k membership
Total participants, beginning-of-year2019-09-011
Total number of active participants reported on line 7a of the Form 55002019-09-011
Total of all active and inactive participants2019-09-011
Total participants2019-09-011
Number of participants with account balances2019-09-011
2018: RALPH H. VINEY AND ASSOCIATES, INC. PROFIT SHARING TRUST 2018 401k membership
Total participants, beginning-of-year2018-09-011
Total number of active participants reported on line 7a of the Form 55002018-09-011
Total of all active and inactive participants2018-09-011
Total participants2018-09-011
2017: RALPH H. VINEY AND ASSOCIATES, INC. PROFIT SHARING TRUST 2017 401k membership
Total participants, beginning-of-year2017-09-011
Total number of active participants reported on line 7a of the Form 55002017-09-011
Number of retired or separated participants receiving benefits2017-09-010
Number of other retired or separated participants entitled to future benefits2017-09-010
Total of all active and inactive participants2017-09-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-09-010
Total participants2017-09-011
Number of participants with account balances2017-09-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-09-010
2016: RALPH H. VINEY AND ASSOCIATES, INC. PROFIT SHARING TRUST 2016 401k membership
Total participants, beginning-of-year2016-09-011
Total number of active participants reported on line 7a of the Form 55002016-09-011
Total of all active and inactive participants2016-09-011
Total participants2016-09-011
2015: RALPH H. VINEY AND ASSOCIATES, INC. PROFIT SHARING TRUST 2015 401k membership
Total participants, beginning-of-year2015-09-011
Total number of active participants reported on line 7a of the Form 55002015-09-011
Number of retired or separated participants receiving benefits2015-09-010
Number of other retired or separated participants entitled to future benefits2015-09-010
Total of all active and inactive participants2015-09-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-09-010
Total participants2015-09-011
Number of participants with account balances2015-09-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-09-010
2014: RALPH H. VINEY AND ASSOCIATES, INC. PROFIT SHARING TRUST 2014 401k membership
Total participants, beginning-of-year2014-09-012
Total number of active participants reported on line 7a of the Form 55002014-09-011
Number of retired or separated participants receiving benefits2014-09-010
Number of other retired or separated participants entitled to future benefits2014-09-010
Total of all active and inactive participants2014-09-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-09-010
Total participants2014-09-011
Number of participants with account balances2014-09-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-09-010
2013: RALPH H. VINEY AND ASSOCIATES, INC. PROFIT SHARING TRUST 2013 401k membership
Total participants, beginning-of-year2013-09-012
Total number of active participants reported on line 7a of the Form 55002013-09-012
Number of retired or separated participants receiving benefits2013-09-010
Number of other retired or separated participants entitled to future benefits2013-09-010
Total of all active and inactive participants2013-09-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-09-010
Total participants2013-09-012
Number of participants with account balances2013-09-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-09-010
2012: RALPH H. VINEY AND ASSOCIATES, INC. PROFIT SHARING TRUST 2012 401k membership
Total participants, beginning-of-year2012-09-012
Total number of active participants reported on line 7a of the Form 55002012-09-012
Number of retired or separated participants receiving benefits2012-09-010
Total of all active and inactive participants2012-09-012
Total participants2012-09-012
Number of participants with account balances2012-09-012
2011: RALPH H. VINEY AND ASSOCIATES, INC. PROFIT SHARING TRUST 2011 401k membership
Total participants, beginning-of-year2011-09-012
Total number of active participants reported on line 7a of the Form 55002011-09-012
Number of retired or separated participants receiving benefits2011-09-010
Number of other retired or separated participants entitled to future benefits2011-09-010
Total of all active and inactive participants2011-09-012
Total participants2011-09-012
Number of participants with account balances2011-09-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-09-010
2009: RALPH H. VINEY AND ASSOCIATES, INC. PROFIT SHARING TRUST 2009 401k membership
Total participants, beginning-of-year2009-09-012
Total number of active participants reported on line 7a of the Form 55002009-09-012
Total of all active and inactive participants2009-09-012
Total participants2009-09-012
Number of participants with account balances2009-09-012

Financial Data on RALPH H. VINEY AND ASSOCIATES, INC. PROFIT SHARING TRUST

Measure Date Value
2020 : RALPH H. VINEY AND ASSOCIATES, INC. PROFIT SHARING TRUST 2020 401k financial data
Transfers to/from the plan2020-08-31$0
Total income from all sources2020-08-31$7,361
Expenses. Total of all expenses incurred2020-08-31$12,250
Benefits paid (including direct rollovers)2020-08-31$10,000
Total plan assets at end of year2020-08-31$185,266
Total plan assets at beginning of year2020-08-31$190,155
Other income received2020-08-31$7,361
Net income (gross income less expenses)2020-08-31$-4,889
Net plan assets at end of year (total assets less liabilities)2020-08-31$185,266
Net plan assets at beginning of year (total assets less liabilities)2020-08-31$190,155
Expenses. Administrative service providers (salaries,fees and commissions)2020-08-31$2,250
2019 : RALPH H. VINEY AND ASSOCIATES, INC. PROFIT SHARING TRUST 2019 401k financial data
Total income from all sources2019-08-31$7,353
Expenses. Total of all expenses incurred2019-08-31$2,240
Total plan assets at end of year2019-08-31$190,155
Total plan assets at beginning of year2019-08-31$185,042
Other income received2019-08-31$7,353
Net income (gross income less expenses)2019-08-31$5,113
Net plan assets at end of year (total assets less liabilities)2019-08-31$190,155
Net plan assets at beginning of year (total assets less liabilities)2019-08-31$185,042
Expenses. Administrative service providers (salaries,fees and commissions)2019-08-31$2,240
2018 : RALPH H. VINEY AND ASSOCIATES, INC. PROFIT SHARING TRUST 2018 401k financial data
Transfers to/from the plan2018-08-31$0
Total income from all sources2018-08-31$7,163
Expenses. Total of all expenses incurred2018-08-31$2,198
Total plan assets at end of year2018-08-31$185,043
Total plan assets at beginning of year2018-08-31$180,078
Total contributions received or receivable from participants2018-08-31$0
Contributions received from other sources (not participants or employers)2018-08-31$0
Other income received2018-08-31$7,163
Net income (gross income less expenses)2018-08-31$4,965
Net plan assets at end of year (total assets less liabilities)2018-08-31$185,043
Net plan assets at beginning of year (total assets less liabilities)2018-08-31$180,078
Total contributions received or receivable from employer(s)2018-08-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-08-31$2,198
2017 : RALPH H. VINEY AND ASSOCIATES, INC. PROFIT SHARING TRUST 2017 401k financial data
Transfers to/from the plan2017-08-31$0
Total plan liabilities at end of year2017-08-31$0
Total plan liabilities at beginning of year2017-08-31$0
Total income from all sources2017-08-31$6,954
Expenses. Total of all expenses incurred2017-08-31$2,150
Total plan assets at end of year2017-08-31$180,078
Total plan assets at beginning of year2017-08-31$175,274
Total contributions received or receivable from participants2017-08-31$0
Contributions received from other sources (not participants or employers)2017-08-31$0
Other income received2017-08-31$6,954
Noncash contributions received2017-08-31$0
Net income (gross income less expenses)2017-08-31$4,804
Net plan assets at end of year (total assets less liabilities)2017-08-31$180,078
Net plan assets at beginning of year (total assets less liabilities)2017-08-31$175,274
Total contributions received or receivable from employer(s)2017-08-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-08-31$2,150
2016 : RALPH H. VINEY AND ASSOCIATES, INC. PROFIT SHARING TRUST 2016 401k financial data
Total income from all sources2016-08-31$6,791
Expenses. Total of all expenses incurred2016-08-31$2,102
Total plan assets at end of year2016-08-31$175,274
Total plan assets at beginning of year2016-08-31$170,585
Expenses. Other expenses not covered elsewhere2016-08-31$2,102
Other income received2016-08-31$6,791
Net income (gross income less expenses)2016-08-31$4,689
Net plan assets at end of year (total assets less liabilities)2016-08-31$175,274
Net plan assets at beginning of year (total assets less liabilities)2016-08-31$170,585
2015 : RALPH H. VINEY AND ASSOCIATES, INC. PROFIT SHARING TRUST 2015 401k financial data
Total plan liabilities at end of year2015-08-31$0
Total plan liabilities at beginning of year2015-08-31$0
Total income from all sources2015-08-31$9,847
Expenses. Total of all expenses incurred2015-08-31$192,084
Benefits paid (including direct rollovers)2015-08-31$189,088
Total plan assets at end of year2015-08-31$170,585
Total plan assets at beginning of year2015-08-31$352,822
Expenses. Other expenses not covered elsewhere2015-08-31$2,996
Other income received2015-08-31$9,847
Net income (gross income less expenses)2015-08-31$-182,237
Net plan assets at end of year (total assets less liabilities)2015-08-31$170,585
Net plan assets at beginning of year (total assets less liabilities)2015-08-31$352,822
2014 : RALPH H. VINEY AND ASSOCIATES, INC. PROFIT SHARING TRUST 2014 401k financial data
Total income from all sources2014-08-31$28,938
Expenses. Total of all expenses incurred2014-08-31$3,728
Total plan assets at end of year2014-08-31$352,822
Total plan assets at beginning of year2014-08-31$327,612
Expenses. Other expenses not covered elsewhere2014-08-31$3,728
Contributions received from other sources (not participants or employers)2014-08-31$0
Other income received2014-08-31$13,338
Noncash contributions received2014-08-31$0
Net income (gross income less expenses)2014-08-31$25,210
Net plan assets at end of year (total assets less liabilities)2014-08-31$352,822
Net plan assets at beginning of year (total assets less liabilities)2014-08-31$327,612
Assets. Value of participant loans2014-08-31$0
Total contributions received or receivable from employer(s)2014-08-31$15,600
2013 : RALPH H. VINEY AND ASSOCIATES, INC. PROFIT SHARING TRUST 2013 401k financial data
Total plan liabilities at end of year2013-08-31$0
Total plan liabilities at beginning of year2013-08-31$0
Total income from all sources2013-08-31$52,963
Expenses. Total of all expenses incurred2013-08-31$3,268
Total plan assets at end of year2013-08-31$327,612
Total plan assets at beginning of year2013-08-31$294,938
Expenses. Other expenses not covered elsewhere2013-08-31$3,268
Other income received2013-08-31$28,963
Net income (gross income less expenses)2013-08-31$49,695
Net plan assets at end of year (total assets less liabilities)2013-08-31$327,612
Net plan assets at beginning of year (total assets less liabilities)2013-08-31$294,938
Assets. Value of participant loans2013-08-31$17,978
Total contributions received or receivable from employer(s)2013-08-31$24,000
2012 : RALPH H. VINEY AND ASSOCIATES, INC. PROFIT SHARING TRUST 2012 401k financial data
Total plan liabilities at end of year2012-08-31$0
Total plan liabilities at beginning of year2012-08-31$0
Total income from all sources2012-08-31$34,955
Expenses. Total of all expenses incurred2012-08-31$3,141
Benefits paid (including direct rollovers)2012-08-31$0
Total plan assets at end of year2012-08-31$294,938
Total plan assets at beginning of year2012-08-31$263,124
Total contributions received or receivable from participants2012-08-31$0
Expenses. Other expenses not covered elsewhere2012-08-31$0
Contributions received from other sources (not participants or employers)2012-08-31$0
Other income received2012-08-31$10,955
Noncash contributions received2012-08-31$0
Net income (gross income less expenses)2012-08-31$31,814
Net plan assets at end of year (total assets less liabilities)2012-08-31$294,938
Net plan assets at beginning of year (total assets less liabilities)2012-08-31$263,124
Total contributions received or receivable from employer(s)2012-08-31$24,000
Value of certain deemed distributions of participant loans2012-08-31$0
Value of corrective distributions2012-08-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-08-31$3,141
2011 : RALPH H. VINEY AND ASSOCIATES, INC. PROFIT SHARING TRUST 2011 401k financial data
Transfers to/from the plan2011-08-31$0
Total plan liabilities at end of year2011-08-31$0
Total plan liabilities at beginning of year2011-08-31$0
Total income from all sources2011-08-31$28,223
Expenses. Total of all expenses incurred2011-08-31$2,852
Benefits paid (including direct rollovers)2011-08-31$0
Total plan assets at end of year2011-08-31$263,124
Total plan assets at beginning of year2011-08-31$237,753
Total contributions received or receivable from participants2011-08-31$0
Expenses. Other expenses not covered elsewhere2011-08-31$0
Contributions received from other sources (not participants or employers)2011-08-31$0
Other income received2011-08-31$9,723
Noncash contributions received2011-08-31$0
Net income (gross income less expenses)2011-08-31$25,371
Net plan assets at end of year (total assets less liabilities)2011-08-31$263,124
Net plan assets at beginning of year (total assets less liabilities)2011-08-31$237,753
Total contributions received or receivable from employer(s)2011-08-31$18,500
Value of certain deemed distributions of participant loans2011-08-31$0
Value of corrective distributions2011-08-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-08-31$2,852

Form 5500 Responses for RALPH H. VINEY AND ASSOCIATES, INC. PROFIT SHARING TRUST

2019: RALPH H. VINEY AND ASSOCIATES, INC. PROFIT SHARING TRUST 2019 form 5500 responses
2019-09-01Type of plan entitySingle employer plan
2019-09-01Submission has been amendedNo
2019-09-01This submission is the final filingNo
2019-09-01This return/report is a short plan year return/report (less than 12 months)No
2019-09-01Plan is a collectively bargained planNo
2019-09-01Plan funding arrangement – InsuranceYes
2019-09-01Plan benefit arrangement – InsuranceYes
2019-09-01Plan benefit arrangement - TrustYes
2018: RALPH H. VINEY AND ASSOCIATES, INC. PROFIT SHARING TRUST 2018 form 5500 responses
2018-09-01Type of plan entitySingle employer plan
2018-09-01Submission has been amendedNo
2018-09-01This submission is the final filingNo
2018-09-01This return/report is a short plan year return/report (less than 12 months)No
2018-09-01Plan is a collectively bargained planNo
2018-09-01Plan funding arrangement – InsuranceYes
2018-09-01Plan benefit arrangement – InsuranceYes
2018-09-01Plan benefit arrangement - TrustYes
2017: RALPH H. VINEY AND ASSOCIATES, INC. PROFIT SHARING TRUST 2017 form 5500 responses
2017-09-01Type of plan entitySingle employer plan
2017-09-01Submission has been amendedNo
2017-09-01This submission is the final filingNo
2017-09-01This return/report is a short plan year return/report (less than 12 months)No
2017-09-01Plan is a collectively bargained planNo
2017-09-01Plan funding arrangement – InsuranceYes
2017-09-01Plan benefit arrangement – InsuranceYes
2017-09-01Plan benefit arrangement - TrustYes
2016: RALPH H. VINEY AND ASSOCIATES, INC. PROFIT SHARING TRUST 2016 form 5500 responses
2016-09-01Type of plan entitySingle employer plan
2016-09-01Submission has been amendedNo
2016-09-01This submission is the final filingNo
2016-09-01This return/report is a short plan year return/report (less than 12 months)No
2016-09-01Plan is a collectively bargained planNo
2016-09-01Plan funding arrangement – InsuranceYes
2016-09-01Plan benefit arrangement – InsuranceYes
2016-09-01Plan benefit arrangement - TrustYes
2015: RALPH H. VINEY AND ASSOCIATES, INC. PROFIT SHARING TRUST 2015 form 5500 responses
2015-09-01Type of plan entitySingle employer plan
2015-09-01Submission has been amendedNo
2015-09-01This submission is the final filingNo
2015-09-01This return/report is a short plan year return/report (less than 12 months)No
2015-09-01Plan is a collectively bargained planNo
2015-09-01Plan funding arrangement – InsuranceYes
2015-09-01Plan benefit arrangement – InsuranceYes
2015-09-01Plan benefit arrangement - TrustYes
2014: RALPH H. VINEY AND ASSOCIATES, INC. PROFIT SHARING TRUST 2014 form 5500 responses
2014-09-01Type of plan entitySingle employer plan
2014-09-01Submission has been amendedNo
2014-09-01This submission is the final filingNo
2014-09-01This return/report is a short plan year return/report (less than 12 months)No
2014-09-01Plan is a collectively bargained planNo
2014-09-01Plan funding arrangement – InsuranceYes
2014-09-01Plan benefit arrangement – InsuranceYes
2014-09-01Plan benefit arrangement - TrustYes
2013: RALPH H. VINEY AND ASSOCIATES, INC. PROFIT SHARING TRUST 2013 form 5500 responses
2013-09-01Type of plan entitySingle employer plan
2013-09-01Submission has been amendedNo
2013-09-01This submission is the final filingNo
2013-09-01This return/report is a short plan year return/report (less than 12 months)No
2013-09-01Plan is a collectively bargained planNo
2013-09-01Plan funding arrangement – InsuranceYes
2013-09-01Plan benefit arrangement – InsuranceYes
2013-09-01Plan benefit arrangement - TrustYes
2012: RALPH H. VINEY AND ASSOCIATES, INC. PROFIT SHARING TRUST 2012 form 5500 responses
2012-09-01Type of plan entitySingle employer plan
2012-09-01Submission has been amendedNo
2012-09-01This submission is the final filingNo
2012-09-01This return/report is a short plan year return/report (less than 12 months)No
2012-09-01Plan is a collectively bargained planNo
2012-09-01Plan funding arrangement – InsuranceYes
2012-09-01Plan benefit arrangement – InsuranceYes
2012-09-01Plan benefit arrangement - TrustYes
2011: RALPH H. VINEY AND ASSOCIATES, INC. PROFIT SHARING TRUST 2011 form 5500 responses
2011-09-01Type of plan entitySingle employer plan
2011-09-01Submission has been amendedNo
2011-09-01This submission is the final filingNo
2011-09-01This return/report is a short plan year return/report (less than 12 months)No
2011-09-01Plan is a collectively bargained planNo
2011-09-01Plan funding arrangement – InsuranceYes
2011-09-01Plan benefit arrangement – InsuranceYes
2011-09-01Plan benefit arrangement - TrustYes
2009: RALPH H. VINEY AND ASSOCIATES, INC. PROFIT SHARING TRUST 2009 form 5500 responses
2009-09-01Type of plan entitySingle employer plan
2009-09-01Submission has been amendedNo
2009-09-01This submission is the final filingNo
2009-09-01This return/report is a short plan year return/report (less than 12 months)No
2009-09-01Plan is a collectively bargained planNo
2009-09-01Plan funding arrangement – InsuranceYes
2009-09-01Plan benefit arrangement – InsuranceYes
2009-09-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

AXA EQUITABLE (National Association of Insurance Commissioners NAIC id number: 62944 )
Policy contract numberX5836
Policy instance 1
Insurance contract or identification numberX5836
Insurance policy start date2019-01-01
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 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
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract numberX5836
Policy instance 1
Insurance contract or identification numberX5836
Number of Individuals Covered1
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $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 $0
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract numberX5836
Policy instance 1
Insurance contract or identification numberX5836
Number of Individuals Covered1
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
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
Commission paid to Insurance BrokerUSD $0
Insurance broker name

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