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KARSTEN INTERIOR SERVICES, L.P. 401(K) RETIREMENT PLAN 401k Plan overview

Plan NameKARSTEN INTERIOR SERVICES, L.P. 401(K) RETIREMENT PLAN
Plan identification number 001

KARSTEN INTERIOR SERVICES, L.P. 401(K) RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

KARSTEN INTERIOR SERVICES has sponsored the creation of one or more 401k plans.

Company Name:KARSTEN INTERIOR SERVICES
Employer identification number (EIN):760511708
NAIC Classification:238300

Form 5500 Filing Information

Submission information for form 5500 for 401k plan KARSTEN INTERIOR SERVICES, L.P. 401(K) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012022-01-01
0012021-01-01
0012020-01-01

Plan Statistics for KARSTEN INTERIOR SERVICES, L.P. 401(K) RETIREMENT PLAN

401k plan membership statisitcs for KARSTEN INTERIOR SERVICES, L.P. 401(K) RETIREMENT PLAN

Measure Date Value
2023: KARSTEN INTERIOR SERVICES, L.P. 401(K) RETIREMENT PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01305
Total number of active participants reported on line 7a of the Form 55002023-01-01280
Number of retired or separated participants receiving benefits2023-01-016
Number of other retired or separated participants entitled to future benefits2023-01-0114
Total of all active and inactive participants2023-01-01300
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-01300
Number of participants with account balances2023-01-01137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-015
2022: KARSTEN INTERIOR SERVICES, L.P. 401(K) RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01303
Total number of active participants reported on line 7a of the Form 55002022-01-01267
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0112
Total of all active and inactive participants2022-01-01279
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01279
Number of participants with account balances2022-01-01120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-016
2021: KARSTEN INTERIOR SERVICES, L.P. 401(K) RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01322
Total number of active participants reported on line 7a of the Form 55002021-01-01262
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0119
Total of all active and inactive participants2021-01-01281
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01281
Number of participants with account balances2021-01-01125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: KARSTEN INTERIOR SERVICES, L.P. 401(K) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01309
Total number of active participants reported on line 7a of the Form 55002020-01-01268
Number of retired or separated participants receiving benefits2020-01-013
Number of other retired or separated participants entitled to future benefits2020-01-0121
Total of all active and inactive participants2020-01-01292
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01292
Number of participants with account balances2020-01-01125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0115

Financial Data on KARSTEN INTERIOR SERVICES, L.P. 401(K) RETIREMENT PLAN

Measure Date Value
2023 : KARSTEN INTERIOR SERVICES, L.P. 401(K) RETIREMENT PLAN 2023 401k financial data
Total income from all sources (including contributions)2023-12-31$2,191,070
Total of all expenses incurred2023-12-31$478,457
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$453,274
Expenses. Certain deemed distributions of participant loans2023-12-31$5,002
Value of total corrective distributions2023-12-31$13,089
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$990,207
Value of total assets at end of year2023-12-31$7,655,474
Value of total assets at beginning of year2023-12-31$5,942,861
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$7,092
Total interest from all sources2023-12-31$25,160
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$17,103
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$17,103
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$500,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$466,453
Participant contributions at end of year2023-12-31$355,011
Participant contributions at beginning of year2023-12-31$358,142
Participant contributions at end of year2023-12-31$8,536
Participant contributions at beginning of year2023-12-31$7,529
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$11,401
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$1,712,613
Value of net assets at end of year (total assets less liabilities)2023-12-31$7,655,474
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$5,942,861
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$1,200,362
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$1,064,133
Value of interest in pooled separate accounts at end of year2023-12-31$1,923,792
Value of interest in pooled separate accounts at beginning of year2023-12-31$1,309,330
Interest on participant loans2023-12-31$23,148
Interest earned on other investments2023-12-31$2,012
Value of interest in common/collective trusts at end of year2023-12-31$3,876,513
Value of interest in common/collective trusts at beginning of year2023-12-31$3,008,190
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-12-31$180,818
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-12-31$193,894
Expenses. Payments to insurance carriers foe the provision of benefits2023-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$160,833
Net investment gain/loss from pooled separate accounts2023-12-31$453,119
Net investment gain or loss from common/collective trusts2023-12-31$544,648
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$512,353
Employer contributions (assets) at end of year2023-12-31$110,442
Employer contributions (assets) at beginning of year2023-12-31$1,643
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$453,274
Contract administrator fees2023-12-31$7,092
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31BENTON, DUROY & IVEY, P.C.
Accountancy firm EIN2023-12-31742170758
2022 : KARSTEN INTERIOR SERVICES, L.P. 401(K) RETIREMENT PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-952,605
Total of all expenses incurred2022-12-31$750,431
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$718,067
Expenses. Certain deemed distributions of participant loans2022-12-31$0
Value of total corrective distributions2022-12-31$24,041
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$487,062
Value of total assets at end of year2022-12-31$5,942,861
Value of total assets at beginning of year2022-12-31$7,645,897
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$8,323
Total interest from all sources2022-12-31$14,435
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
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$422,426
Participant contributions at end of year2022-12-31$358,142
Participant contributions at beginning of year2022-12-31$187,166
Participant contributions at end of year2022-12-31$7,529
Participant contributions at beginning of year2022-12-31$6,991
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,703,036
Value of net assets at end of year (total assets less liabilities)2022-12-31$5,942,861
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$7,645,897
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 registered invesment companies (eg mutual funds) at end of year2022-12-31$1,064,133
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$1,301,834
Value of interest in pooled separate accounts at end of year2022-12-31$1,309,330
Value of interest in pooled separate accounts at beginning of year2022-12-31$1,776,710
Interest on participant loans2022-12-31$14,435
Value of interest in common/collective trusts at end of year2022-12-31$3,008,190
Value of interest in common/collective trusts at beginning of year2022-12-31$3,907,988
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$193,894
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$196,012
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,454,102
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$64,636
Employer contributions (assets) at end of year2022-12-31$1,643
Employer contributions (assets) at beginning of year2022-12-31$269,196
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$718,067
Contract administrator fees2022-12-31$8,323
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 plan2022-12-31Disclaimer
Accountancy firm name2022-12-31BENTON, DUROY & IVEY, P.C.
Accountancy firm EIN2022-12-31742170758
2021 : KARSTEN INTERIOR SERVICES, L.P. 401(K) RETIREMENT PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$1,651,897
Total of all expenses incurred2021-12-31$704,961
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$656,694
Value of total corrective distributions2021-12-31$36,166
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$714,070
Value of total assets at end of year2021-12-31$7,645,897
Value of total assets at beginning of year2021-12-31$6,698,961
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$12,101
Total interest from all sources2021-12-31$19,779
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$7,383
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$7,383
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
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$380,203
Participant contributions at end of year2021-12-31$187,166
Participant contributions at beginning of year2021-12-31$217,797
Participant contributions at end of year2021-12-31$6,991
Participant contributions at beginning of year2021-12-31$5,604
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$11,348
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$0
Other income not declared elsewhere2021-12-31$84
Total non interest bearing cash 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$946,936
Value of net assets at end of year (total assets less liabilities)2021-12-31$7,645,897
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$6,698,961
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 registered invesment companies (eg mutual funds) at end of year2021-12-31$1,301,834
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$992,239
Value of interest in pooled separate accounts at end of year2021-12-31$1,776,710
Value of interest in pooled separate accounts at beginning of year2021-12-31$1,353,476
Interest on participant loans2021-12-31$18,014
Interest earned on other investments2021-12-31$1,765
Value of interest in common/collective trusts at end of year2021-12-31$3,907,988
Value of interest in common/collective trusts at beginning of year2021-12-31$3,890,253
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$196,012
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$186,414
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$86,642
Net investment gain/loss from pooled separate accounts2021-12-31$302,225
Net investment gain or loss from common/collective trusts2021-12-31$521,714
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$322,519
Employer contributions (assets) at end of year2021-12-31$269,196
Employer contributions (assets) at beginning of year2021-12-31$53,178
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$656,694
Contract administrator fees2021-12-31$12,101
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 name2021-12-31BENTON DUROY IVEY P.C.
Accountancy firm EIN2021-12-31742170758
2020 : KARSTEN INTERIOR SERVICES, L.P. 401(K) RETIREMENT PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$1,635,784
Total of all expenses incurred2020-12-31$401,364
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$351,969
Value of total corrective distributions2020-12-31$39,894
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$778,628
Value of total assets at end of year2020-12-31$6,698,961
Value of total assets at beginning of year2020-12-31$5,464,541
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$9,501
Total interest from all sources2020-12-31$13,164
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$4,672
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$4,672
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
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$407,129
Participant contributions at end of year2020-12-31$217,797
Participant contributions at beginning of year2020-12-31$228,637
Participant contributions at end of year2020-12-31$5,604
Participant contributions at beginning of year2020-12-31$6,893
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$200,678
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
Total non interest bearing cash at end of year2020-12-31$0
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$1,234,420
Value of net assets at end of year (total assets less liabilities)2020-12-31$6,698,961
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$5,464,541
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 registered invesment companies (eg mutual funds) at end of year2020-12-31$992,239
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$749,347
Value of interest in pooled separate accounts at end of year2020-12-31$1,353,476
Value of interest in pooled separate accounts at beginning of year2020-12-31$1,140,881
Interest on participant loans2020-12-31$9,236
Interest earned on other investments2020-12-31$3,928
Value of interest in common/collective trusts at end of year2020-12-31$3,890,253
Value of interest in common/collective trusts at beginning of year2020-12-31$2,897,732
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$186,414
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$160,468
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$123,661
Net investment gain/loss from pooled separate accounts2020-12-31$244,631
Net investment gain or loss from common/collective trusts2020-12-31$471,028
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 contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$170,821
Employer contributions (assets) at end of year2020-12-31$53,178
Employer contributions (assets) at beginning of year2020-12-31$280,583
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$351,969
Contract administrator fees2020-12-31$9,501
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 name2020-12-31BENTON DUROY IVEY P.C.
Accountancy firm EIN2020-12-31742170758

Form 5500 Responses for KARSTEN INTERIOR SERVICES, L.P. 401(K) RETIREMENT PLAN

2023: KARSTEN INTERIOR SERVICES, L.P. 401(K) RETIREMENT PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: KARSTEN INTERIOR SERVICES, L.P. 401(K) RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedYes
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: KARSTEN INTERIOR SERVICES, L.P. 401(K) RETIREMENT 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 – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: KARSTEN INTERIOR SERVICES, L.P. 401(K) RETIREMENT 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 – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered287
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $869
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
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered271
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 $832
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 $0
Amount paid for insurance broker fees832
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered247
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of fees paid to insurance companyUSD $856
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 fees856
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?5

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