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JTI ELECTRICAL INSTRUMENTATION 401(K) 401k Plan overview

Plan NameJTI ELECTRICAL INSTRUMENTATION 401(K)
Plan identification number 001

JTI ELECTRICAL INSTRUMENTATION 401(K) Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan covering Self-Employed individuals.
  • 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

JTI ELECTRICAL & INSTRUMENTATION, LLC has sponsored the creation of one or more 401k plans.

Company Name:JTI ELECTRICAL & INSTRUMENTATION, LLC
Employer identification number (EIN):800927449
NAIC Classification:238210
NAIC Description:Electrical Contractors and Other Wiring Installation Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JTI ELECTRICAL INSTRUMENTATION 401(K)

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
0012020-01-01
0012019-01-01
0012019-01-01
0012018-01-01CINDY WORKMAN2019-09-30
0012017-01-01CINDY WORKMAN2018-10-15
0012016-01-01MATT SCOTT2017-08-17
0012015-01-01BRENDA MAURICE2016-07-11
0012014-01-01BRENDA MAURICE2015-07-24
0012013-01-01BRENDA MAURICE2014-06-20

Plan Statistics for JTI ELECTRICAL INSTRUMENTATION 401(K)

401k plan membership statisitcs for JTI ELECTRICAL INSTRUMENTATION 401(K)

Measure Date Value
2022: JTI ELECTRICAL INSTRUMENTATION 401(K) 2022 401k membership
Total participants, beginning-of-year2022-01-01170
Total number of active participants reported on line 7a of the Form 55002022-01-01159
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0156
Total of all active and inactive participants2022-01-01215
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01215
Number of participants with account balances2022-01-01207
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: JTI ELECTRICAL INSTRUMENTATION 401(K) 2021 401k membership
Total participants, beginning-of-year2021-01-01136
Total number of active participants reported on line 7a of the Form 55002021-01-01127
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0143
Total of all active and inactive participants2021-01-01170
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01170
Number of participants with account balances2021-01-01164
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: JTI ELECTRICAL INSTRUMENTATION 401(K) 2020 401k membership
Total participants, beginning-of-year2020-01-01165
Total number of active participants reported on line 7a of the Form 55002020-01-01109
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0127
Total of all active and inactive participants2020-01-01136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01136
Number of participants with account balances2020-01-01118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: JTI ELECTRICAL INSTRUMENTATION 401(K) 2019 401k membership
Total participants, beginning-of-year2019-01-01166
Total number of active participants reported on line 7a of the Form 55002019-01-01114
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0151
Total of all active and inactive participants2019-01-01165
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01165
Number of participants with account balances2019-01-01141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010

Financial Data on JTI ELECTRICAL INSTRUMENTATION 401(K)

Measure Date Value
2022 : JTI ELECTRICAL INSTRUMENTATION 401(K) 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-28,302
Total of all expenses incurred2022-12-31$333,473
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$295,596
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,246,238
Value of total assets at end of year2022-12-31$4,948,846
Value of total assets at beginning of year2022-12-31$5,310,621
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$37,877
Total interest from all sources2022-12-31$12,003
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$10,000
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$690,048
Participant contributions at end of year2022-12-31$225,706
Participant contributions at beginning of year2022-12-31$231,959
Participant contributions at end of year2022-12-31$14,597
Participant contributions at beginning of year2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$131,998
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$1,370
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$816
Administrative expenses (other) incurred2022-12-31$15,392
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-361,775
Value of net assets at end of year (total assets less liabilities)2022-12-31$4,948,846
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$5,310,621
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
Investment advisory and management fees2022-12-31$22,485
Value of interest in pooled separate accounts at end of year2022-12-31$4,602,442
Value of interest in pooled separate accounts at beginning of year2022-12-31$5,034,530
Interest on participant loans2022-12-31$10,923
Interest earned on other investments2022-12-31$1,080
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$96,224
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$43,316
Net investment gain/loss from pooled separate accounts2022-12-31$-1,286,543
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 contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$424,192
Employer contributions (assets) at end of year2022-12-31$8,507
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$295,596
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
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 name2022-12-31THE AMERICAN AUDITORS GROUP, LLC
Accountancy firm EIN2022-12-31818229648
2021 : JTI ELECTRICAL INSTRUMENTATION 401(K) 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$1,362,025
Total of all expenses incurred2021-12-31$343,737
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$300,112
Expenses. Certain deemed distributions of participant loans2021-12-31$6,576
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$979,930
Value of total assets at end of year2021-12-31$5,310,621
Value of total assets at beginning of year2021-12-31$4,292,333
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$37,049
Total interest from all sources2021-12-31$11,551
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$10,000
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$583,613
Participant contributions at end of year2021-12-31$231,959
Participant contributions at beginning of year2021-12-31$262,994
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$7,882
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$68,876
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$816
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$1,215
Administrative expenses (other) incurred2021-12-31$14,578
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$1,018,288
Value of net assets at end of year (total assets less liabilities)2021-12-31$5,310,621
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$4,292,333
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
Investment advisory and management fees2021-12-31$22,471
Value of interest in pooled separate accounts at end of year2021-12-31$5,034,530
Value of interest in pooled separate accounts at beginning of year2021-12-31$3,980,625
Interest on participant loans2021-12-31$11,015
Interest earned on other investments2021-12-31$536
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$43,316
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$34,984
Net investment gain/loss from pooled separate accounts2021-12-31$370,544
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$327,441
Employer contributions (assets) at end of year2021-12-31$0
Employer contributions (assets) at beginning of year2021-12-31$4,633
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$300,112
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
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 name2021-12-31THE AMERICAN AUDITORS GROUP, LLC
Accountancy firm EIN2021-12-31818229648
2020 : JTI ELECTRICAL INSTRUMENTATION 401(K) 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$2,162,741
Total of all expenses incurred2020-12-31$426,867
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$395,221
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,308,946
Value of total assets at end of year2020-12-31$4,292,333
Value of total assets at beginning of year2020-12-31$2,556,459
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$31,646
Total interest from all sources2020-12-31$8,686
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$429,233
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$454,374
Participant contributions at end of year2020-12-31$262,994
Participant contributions at beginning of year2020-12-31$66,927
Participant contributions at end of year2020-12-31$7,882
Participant contributions at beginning of year2020-12-31$8,393
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$594,418
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$1,215
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$137
Administrative expenses (other) incurred2020-12-31$20,477
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$1,735,874
Value of net assets at end of year (total assets less liabilities)2020-12-31$4,292,333
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$2,556,459
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
Investment advisory and management fees2020-12-31$11,169
Value of interest in pooled separate accounts at end of year2020-12-31$3,980,625
Value of interest in pooled separate accounts at beginning of year2020-12-31$2,446,949
Interest on participant loans2020-12-31$8,140
Interest earned on other investments2020-12-31$546
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$34,984
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$28,619
Net investment gain/loss from pooled separate accounts2020-12-31$845,109
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$260,154
Employer contributions (assets) at end of year2020-12-31$4,633
Employer contributions (assets) at beginning of year2020-12-31$5,434
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$395,221
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 name2020-12-31THE AMERICAN AUDITORS GROUP, LLC
Accountancy firm EIN2020-12-31818229648
2019 : JTI ELECTRICAL INSTRUMENTATION 401(K) 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$1,120,487
Total of all expenses incurred2019-12-31$107,463
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$85,319
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$723,225
Value of total assets at end of year2019-12-31$2,556,459
Value of total assets at beginning of year2019-12-31$1,543,435
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$22,144
Total interest from all sources2019-12-31$3,605
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$10,000
If this is an individual account plan, was there a blackout period2019-12-31No
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$443,778
Participant contributions at end of year2019-12-31$66,927
Participant contributions at beginning of year2019-12-31$31,680
Participant contributions at end of year2019-12-31$8,393
Participant contributions at beginning of year2019-12-31$8,254
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$1,857
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$137
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Administrative expenses (other) incurred2019-12-31$22,144
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$1,013,024
Value of net assets at end of year (total assets less liabilities)2019-12-31$2,556,459
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$1,543,435
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$2,446,949
Value of interest in pooled separate accounts at beginning of year2019-12-31$1,473,626
Interest on participant loans2019-12-31$3,175
Interest earned on other investments2019-12-31$430
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$28,619
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$24,479
Net investment gain/loss from pooled separate accounts2019-12-31$393,657
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$277,590
Employer contributions (assets) at end of year2019-12-31$5,434
Employer contributions (assets) at beginning of year2019-12-31$5,396
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$85,319
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
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 name2019-12-31THE AMERICAN AUDITORS GROUP, LLC
Accountancy firm EIN2019-12-31818229648

Form 5500 Responses for JTI ELECTRICAL INSTRUMENTATION 401(K)

2022: JTI ELECTRICAL INSTRUMENTATION 401(K) 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 – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: JTI ELECTRICAL INSTRUMENTATION 401(K) 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: JTI ELECTRICAL INSTRUMENTATION 401(K) 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
2019: JTI ELECTRICAL INSTRUMENTATION 401(K) 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 – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number997939
Policy instance 1
Insurance contract or identification number997939
Number of Individuals Covered207
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
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
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number997939
Policy instance 1
Insurance contract or identification number997939
Number of Individuals Covered164
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
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number997939
Policy instance 1
Insurance contract or identification number997939
Number of Individuals Covered118
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
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
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number997939
Policy instance 1
Insurance contract or identification number997939
Number of Individuals Covered141
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $9,985
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 $9,985
Insurance broker organization code?3

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