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BILLINGS NISSAN 401(K) PLAN 401k Plan overview

Plan NameBILLINGS NISSAN 401(K) PLAN
Plan identification number 001

BILLINGS NISSAN 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.
  • 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.

401k Sponsoring company profile

BILLINGS NISSAN has sponsored the creation of one or more 401k plans.

Company Name:BILLINGS NISSAN
Employer identification number (EIN):810498723
NAIC Classification:441110
NAIC Description:New Car Dealers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BILLINGS NISSAN 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01JYAL MORROW2023-07-18
0012021-01-01JYAL MORROW2022-06-14 JYAL MORROW2022-06-14
0012020-01-01JYAL MORROW2021-07-14 JYAL MORROW2021-07-14
0012019-01-01JYAL MORROW2020-06-24 JYAL MORROW2020-06-24
0012018-01-01JYAL MORROW2019-07-24 JYAL MORROW2019-07-24
0012017-01-01JYAL MORROW2018-06-11 JYAL MORROW2018-06-11
0012016-01-01JYAL MORROW2017-06-21 JYAL MORROW2017-06-21
0012015-01-01JYAL MORROW2016-07-25 JYAL MORROW2016-07-25
0012014-01-01JYAL MORROW
0012013-01-01JYAL MORROW JYAL MORROW2014-07-24
0012012-01-01JYAL MORROW JYAL MORROW2013-07-22
0012011-01-01JYAL MORROW
0012010-01-01THOMAS SNELLMAN
0012009-01-01THOMAS SNELLMAN

Plan Statistics for BILLINGS NISSAN 401(K) PLAN

401k plan membership statisitcs for BILLINGS NISSAN 401(K) PLAN

Measure Date Value
2014: BILLINGS NISSAN 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0116
Total number of active participants reported on line 7a of the Form 55002014-01-0122
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-015
Total of all active and inactive participants2014-01-0127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0127
Number of participants with account balances2014-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: BILLINGS NISSAN 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0116
Total number of active participants reported on line 7a of the Form 55002013-01-0120
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-016
Total of all active and inactive participants2013-01-0126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0126
Number of participants with account balances2013-01-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: BILLINGS NISSAN 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0119
Total number of active participants reported on line 7a of the Form 55002012-01-0118
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-018
Total of all active and inactive participants2012-01-0126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0126
Number of participants with account balances2012-01-0118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0119
2011: BILLINGS NISSAN 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0136
Total number of active participants reported on line 7a of the Form 55002011-01-0122
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-0122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0122
Number of participants with account balances2011-01-0114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: BILLINGS NISSAN 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0160
Total number of active participants reported on line 7a of the Form 55002010-01-0147
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-010
Total of all active and inactive participants2010-01-0147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-0147
Number of participants with account balances2010-01-0120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: BILLINGS NISSAN 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0133
Total number of active participants reported on line 7a of the Form 55002009-01-0125
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-016
Total of all active and inactive participants2009-01-0131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0131
Number of participants with account balances2009-01-0122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-012

Financial Data on BILLINGS NISSAN 401(K) PLAN

Measure Date Value
2014 : BILLINGS NISSAN 401(K) PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total income from all sources2014-12-31$11,234
Expenses. Total of all expenses incurred2014-12-31$7,437
Benefits paid (including direct rollovers)2014-12-31$6,422
Total plan assets at end of year2014-12-31$123,625
Total plan assets at beginning of year2014-12-31$119,828
Value of fidelity bond covering the plan2014-12-31$74,000
Total contributions received or receivable from participants2014-12-31$3,809
Expenses. Other expenses not covered elsewhere2014-12-31$226
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$5,330
Net income (gross income less expenses)2014-12-31$3,797
Net plan assets at end of year (total assets less liabilities)2014-12-31$123,625
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$119,828
Assets. Value of participant loans2014-12-31$2,727
Total contributions received or receivable from employer(s)2014-12-31$2,095
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$789
Funding deficiency by the employer to the plan for this plan year2014-12-31$0
Minimum employer required contribution for this plan year2014-12-31$0
Amount contributed by the employer to the plan for this plan year2014-12-31$0
2013 : BILLINGS NISSAN 401(K) PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total income from all sources2013-12-31$24,389
Expenses. Total of all expenses incurred2013-12-31$36,074
Benefits paid (including direct rollovers)2013-12-31$35,817
Total plan assets at end of year2013-12-31$119,829
Total plan assets at beginning of year2013-12-31$131,514
Value of fidelity bond covering the plan2013-12-31$74,000
Total contributions received or receivable from participants2013-12-31$4,357
Expenses. Other expenses not covered elsewhere2013-12-31$257
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$16,547
Net income (gross income less expenses)2013-12-31$-11,685
Net plan assets at end of year (total assets less liabilities)2013-12-31$119,829
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$131,514
Assets. Value of participant loans2013-12-31$5,026
Total contributions received or receivable from employer(s)2013-12-31$3,485
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Funding deficiency by the employer to the plan for this plan year2013-12-31$0
Minimum employer required contribution for this plan year2013-12-31$0
Amount contributed by the employer to the plan for this plan year2013-12-31$0
2012 : BILLINGS NISSAN 401(K) PLAN 2012 401k financial data
Transfers to/from the plan2012-12-31$0
Total income from all sources2012-12-31$23,127
Expenses. Total of all expenses incurred2012-12-31$34,738
Benefits paid (including direct rollovers)2012-12-31$34,399
Total plan assets at end of year2012-12-31$131,514
Total plan assets at beginning of year2012-12-31$143,125
Value of fidelity bond covering the plan2012-12-31$74,000
Total contributions received or receivable from participants2012-12-31$4,966
Expenses. Other expenses not covered elsewhere2012-12-31$339
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$15,268
Net income (gross income less expenses)2012-12-31$-11,611
Net plan assets at end of year (total assets less liabilities)2012-12-31$131,514
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$143,125
Assets. Value of participant loans2012-12-31$6,283
Total contributions received or receivable from employer(s)2012-12-31$2,893
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
Funding deficiency by the employer to the plan for this plan year2012-12-31$0
Minimum employer required contribution for this plan year2012-12-31$0
Amount contributed by the employer to the plan for this plan year2012-12-31$0
2011 : BILLINGS NISSAN 401(K) PLAN 2011 401k financial data
Transfers to/from the plan2011-12-31$0
Total income from all sources2011-12-31$8,162
Expenses. Total of all expenses incurred2011-12-31$42,729
Benefits paid (including direct rollovers)2011-12-31$42,245
Total plan assets at end of year2011-12-31$143,125
Total plan assets at beginning of year2011-12-31$177,692
Value of fidelity bond covering the plan2011-12-31$74,000
Total contributions received or receivable from participants2011-12-31$8,455
Expenses. Other expenses not covered elsewhere2011-12-31$484
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$-3,211
Net income (gross income less expenses)2011-12-31$-34,567
Net plan assets at end of year (total assets less liabilities)2011-12-31$143,125
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$177,692
Assets. Value of participant loans2011-12-31$7,500
Total contributions received or receivable from employer(s)2011-12-31$2,918
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Funding deficiency by the employer to the plan for this plan year2011-12-31$0
Minimum employer required contribution for this plan year2011-12-31$0
Amount contributed by the employer to the plan for this plan year2011-12-31$0
2010 : BILLINGS NISSAN 401(K) PLAN 2010 401k financial data
Transfers to/from the plan2010-12-31$0
Total income from all sources2010-12-31$58,149
Expenses. Total of all expenses incurred2010-12-31$24,283
Benefits paid (including direct rollovers)2010-12-31$23,578
Total plan assets at end of year2010-12-31$177,691
Total plan assets at beginning of year2010-12-31$143,825
Value of fidelity bond covering the plan2010-12-31$74,000
Total contributions received or receivable from participants2010-12-31$26,040
Expenses. Other expenses not covered elsewhere2010-12-31$705
Contributions received from other sources (not participants or employers)2010-12-31$3,043
Other income received2010-12-31$14,169
Net income (gross income less expenses)2010-12-31$33,866
Net plan assets at end of year (total assets less liabilities)2010-12-31$177,691
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$143,825
Assets. Value of participant loans2010-12-31$3,924
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022010-12-31$1,108
Total contributions received or receivable from employer(s)2010-12-31$14,897
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Funding deficiency by the employer to the plan for this plan year2010-12-31$0
Minimum employer required contribution for this plan year2010-12-31$0
Amount contributed by the employer to the plan for this plan year2010-12-31$0
2009 : BILLINGS NISSAN 401(K) PLAN 2009 401k financial data
Funding deficiency by the employer to the plan for this plan year2009-12-31$0
Minimum employer required contribution for this plan year2009-12-31$0
Amount contributed by the employer to the plan for this plan year2009-12-31$0

Form 5500 Responses for BILLINGS NISSAN 401(K) PLAN

2014: BILLINGS NISSAN 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2013: BILLINGS NISSAN 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2012: BILLINGS NISSAN 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2011: BILLINGS NISSAN 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2010: BILLINGS NISSAN 401(K) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2009: BILLINGS NISSAN 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-807535
Policy instance 1
Insurance contract or identification numberGA-807535
Number of Individuals Covered8
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $573
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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 $573
Insurance broker organization code?3
Insurance broker nameD A DAVIDSON AND CO
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-807535
Policy instance 1
Insurance contract or identification numberGA-807535
Number of Individuals Covered9
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $555
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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 $555
Insurance broker organization code?3
Insurance broker nameDA DAVIDSON & CO INC
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-807535
Policy instance 1
Insurance contract or identification numberGA-807535
Number of Individuals Covered18
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $714
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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 $714
Insurance broker organization code?3
Insurance broker nameDA DAVIDSON & CO INC
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-807535
Policy instance 1
Insurance contract or identification numberGA-807535
Number of Individuals Covered14
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $818
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-807535
Policy instance 1
Insurance contract or identification numberGA-807535
Number of Individuals Covered20
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $707
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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 $707
Insurance broker organization code?3
Insurance broker nameDA DAVIDSON & CO INC

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