A-1 HEATING & AIR CONDITIONING, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan A-1 HEATING & AIR CONDITIONING 401(K) PROFIT SHARING PLAN
401k plan membership statisitcs for A-1 HEATING & AIR CONDITIONING 401(K) PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2021: A-1 HEATING & AIR CONDITIONING 401(K) PROFIT SHARING PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-01-01 | 119 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 125 |
| Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 19 |
| Total of all active and inactive participants | 2021-01-01 | 144 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
| Total participants | 2021-01-01 | 144 |
| Number of participants with account balances | 2021-01-01 | 119 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 24 |
| 2020: A-1 HEATING & AIR CONDITIONING 401(K) PROFIT SHARING PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-01-01 | 109 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 107 |
| Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 10 |
| Total of all active and inactive participants | 2020-01-01 | 117 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
| Total participants | 2020-01-01 | 117 |
| Number of participants with account balances | 2020-01-01 | 99 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 12 |
| 2019: A-1 HEATING & AIR CONDITIONING 401(K) PROFIT SHARING PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 97 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 97 |
| Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 12 |
| Total of all active and inactive participants | 2019-01-01 | 109 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
| Total participants | 2019-01-01 | 109 |
| Number of participants with account balances | 2019-01-01 | 87 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 19 |
| 2018: A-1 HEATING & AIR CONDITIONING 401(K) PROFIT SHARING PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 100 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 89 |
| Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 4 |
| Total of all active and inactive participants | 2018-01-01 | 93 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
| Total participants | 2018-01-01 | 93 |
| Number of participants with account balances | 2018-01-01 | 76 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 15 |
| 2017: A-1 HEATING & AIR CONDITIONING 401(K) PROFIT SHARING PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 99 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 95 |
| Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 5 |
| Total of all active and inactive participants | 2017-01-01 | 100 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
| Total participants | 2017-01-01 | 100 |
| Number of participants with account balances | 2017-01-01 | 78 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 16 |
| 2016: A-1 HEATING & AIR CONDITIONING 401(K) PROFIT SHARING PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 101 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 91 |
| Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 8 |
| Total of all active and inactive participants | 2016-01-01 | 99 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
| Total participants | 2016-01-01 | 99 |
| Number of participants with account balances | 2016-01-01 | 80 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 10 |
| 2015: A-1 HEATING & AIR CONDITIONING 401(K) PROFIT SHARING PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 89 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 91 |
| Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 9 |
| Total of all active and inactive participants | 2015-01-01 | 100 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
| Total participants | 2015-01-01 | 100 |
| Number of participants with account balances | 2015-01-01 | 75 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 14 |
| 2014: A-1 HEATING & AIR CONDITIONING 401(K) PROFIT SHARING PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 77 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 85 |
| Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 4 |
| Total of all active and inactive participants | 2014-01-01 | 89 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
| Total participants | 2014-01-01 | 89 |
| Number of participants with account balances | 2014-01-01 | 69 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 8 |
| 2013: A-1 HEATING & AIR CONDITIONING 401(K) PROFIT SHARING PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 68 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 71 |
| Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 6 |
| Total of all active and inactive participants | 2013-01-01 | 77 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
| Total participants | 2013-01-01 | 77 |
| Number of participants with account balances | 2013-01-01 | 48 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 3 |
| 2012: A-1 HEATING & AIR CONDITIONING 401(K) PROFIT SHARING PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 54 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 63 |
| Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 4 |
| Total of all active and inactive participants | 2012-01-01 | 67 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
| Total participants | 2012-01-01 | 67 |
| Number of participants with account balances | 2012-01-01 | 46 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
| 2011: A-1 HEATING & AIR CONDITIONING 401(K) PROFIT SHARING PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 51 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 47 |
| Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 5 |
| Total of all active and inactive participants | 2011-01-01 | 52 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
| Total participants | 2011-01-01 | 52 |
| Number of participants with account balances | 2011-01-01 | 36 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 2 |
| 2009: A-1 HEATING & AIR CONDITIONING 401(K) PROFIT SHARING PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 58 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 47 |
| Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 4 |
| Total of all active and inactive participants | 2009-01-01 | 51 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
| Total participants | 2009-01-01 | 51 |
| Number of participants with account balances | 2009-01-01 | 36 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 2 |
| Measure | Date | Value |
|---|
| 2021 : A-1 HEATING & AIR CONDITIONING 401(K) PROFIT SHARING PLAN 2021 401k financial data |
|---|
| Total income from all sources | 2021-12-31 | $983,286 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $137,590 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $108,030 |
| Total plan assets at end of year | 2021-12-31 | $4,525,248 |
| Total plan assets at beginning of year | 2021-12-31 | $3,679,552 |
| Value of fidelity bond covering the plan | 2021-12-31 | $4,525,248 |
| Total contributions received or receivable from participants | 2021-12-31 | $356,996 |
| Contributions received from other sources (not participants or employers) | 2021-12-31 | $47,134 |
| Other income received | 2021-12-31 | $453,076 |
| Net income (gross income less expenses) | 2021-12-31 | $845,696 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $4,525,248 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $3,679,552 |
| Assets. Value of participant loans | 2021-12-31 | $79,549 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $126,080 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $29,560 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
| 2020 : A-1 HEATING & AIR CONDITIONING 401(K) PROFIT SHARING PLAN 2020 401k financial data |
|---|
| Total income from all sources | 2020-12-31 | $1,105,564 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $131,500 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $112,221 |
| Total plan assets at end of year | 2020-12-31 | $3,679,552 |
| Total plan assets at beginning of year | 2020-12-31 | $2,705,488 |
| Value of fidelity bond covering the plan | 2020-12-31 | $367,956 |
| Total contributions received or receivable from participants | 2020-12-31 | $294,455 |
| Other income received | 2020-12-31 | $714,458 |
| Net income (gross income less expenses) | 2020-12-31 | $974,064 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $3,679,552 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $2,705,488 |
| Assets. Value of participant loans | 2020-12-31 | $91,085 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $96,651 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $19,279 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
| 2019 : A-1 HEATING & AIR CONDITIONING 401(K) PROFIT SHARING PLAN 2019 401k financial data |
|---|
| Total income from all sources | 2019-12-31 | $838,305 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $204,395 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $185,503 |
| Total plan assets at end of year | 2019-12-31 | $2,705,488 |
| Total plan assets at beginning of year | 2019-12-31 | $2,071,578 |
| Value of fidelity bond covering the plan | 2019-12-31 | $300,000 |
| Total contributions received or receivable from participants | 2019-12-31 | $253,798 |
| Other income received | 2019-12-31 | $502,504 |
| Net income (gross income less expenses) | 2019-12-31 | $633,910 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $2,705,488 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $2,071,578 |
| Assets. Value of participant loans | 2019-12-31 | $34,319 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $82,003 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $18,892 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
| 2018 : A-1 HEATING & AIR CONDITIONING 401(K) PROFIT SHARING PLAN 2018 401k financial data |
|---|
| Total income from all sources | 2018-12-31 | $243,901 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $986,901 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $959,753 |
| Total plan assets at end of year | 2018-12-31 | $2,071,578 |
| Total plan assets at beginning of year | 2018-12-31 | $2,814,578 |
| Value of fidelity bond covering the plan | 2018-12-31 | $281,458 |
| Total contributions received or receivable from participants | 2018-12-31 | $253,997 |
| Other income received | 2018-12-31 | $-84,035 |
| Net income (gross income less expenses) | 2018-12-31 | $-743,000 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $2,071,578 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $2,814,578 |
| Assets. Value of participant loans | 2018-12-31 | $22,697 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $73,939 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $27,148 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
| 2017 : A-1 HEATING & AIR CONDITIONING 401(K) PROFIT SHARING PLAN 2017 401k financial data |
|---|
| Total income from all sources | 2017-12-31 | $707,301 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $303,303 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $284,216 |
| Total plan assets at end of year | 2017-12-31 | $2,814,578 |
| Total plan assets at beginning of year | 2017-12-31 | $2,410,580 |
| Value of fidelity bond covering the plan | 2017-12-31 | $281,458 |
| Total contributions received or receivable from participants | 2017-12-31 | $251,212 |
| Other income received | 2017-12-31 | $382,815 |
| Net income (gross income less expenses) | 2017-12-31 | $403,998 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $2,814,578 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $2,410,580 |
| Assets. Value of participant loans | 2017-12-31 | $41,564 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $73,274 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $19,087 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
| 2016 : A-1 HEATING & AIR CONDITIONING 401(K) PROFIT SHARING PLAN 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $412,828 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $242,237 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $228,298 |
| Total plan assets at end of year | 2016-12-31 | $2,410,580 |
| Total plan assets at beginning of year | 2016-12-31 | $2,239,989 |
| Value of fidelity bond covering the plan | 2016-12-31 | $241,058 |
| Total contributions received or receivable from participants | 2016-12-31 | $203,488 |
| Other income received | 2016-12-31 | $144,341 |
| Net income (gross income less expenses) | 2016-12-31 | $170,591 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $2,410,580 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $2,239,989 |
| Assets. Value of participant loans | 2016-12-31 | $28,341 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $64,999 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $13,939 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
| 2015 : A-1 HEATING & AIR CONDITIONING 401(K) PROFIT SHARING PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $272,088 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $223,399 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $204,838 |
| Total plan assets at end of year | 2015-12-31 | $2,221,189 |
| Total plan assets at beginning of year | 2015-12-31 | $2,172,500 |
| Value of fidelity bond covering the plan | 2015-12-31 | $222,119 |
| Total contributions received or receivable from participants | 2015-12-31 | $185,257 |
| Contributions received from other sources (not participants or employers) | 2015-12-31 | $838 |
| Other income received | 2015-12-31 | $24,046 |
| Net income (gross income less expenses) | 2015-12-31 | $48,689 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $2,221,189 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $2,172,500 |
| Assets. Value of participant loans | 2015-12-31 | $58,048 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $61,947 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $18,561 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
| 2014 : A-1 HEATING & AIR CONDITIONING 401(K) PROFIT SHARING PLAN 2014 401k financial data |
|---|
| Total plan liabilities at end of year | 2014-12-31 | $0 |
| Total plan liabilities at beginning of year | 2014-12-31 | $0 |
| Total income from all sources | 2014-12-31 | $384,814 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $154,266 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $141,697 |
| Total plan assets at end of year | 2014-12-31 | $2,172,500 |
| Total plan assets at beginning of year | 2014-12-31 | $1,941,952 |
| Value of fidelity bond covering the plan | 2014-12-31 | $217,250 |
| Total contributions received or receivable from participants | 2014-12-31 | $184,323 |
| Contributions received from other sources (not participants or employers) | 2014-12-31 | $12,687 |
| Other income received | 2014-12-31 | $122,179 |
| Net income (gross income less expenses) | 2014-12-31 | $230,548 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $2,172,500 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $1,941,952 |
| Assets. Value of participant loans | 2014-12-31 | $60,671 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $65,625 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $12,569 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
| 2013 : A-1 HEATING & AIR CONDITIONING 401(K) PROFIT SHARING PLAN 2013 401k financial data |
|---|
| Total plan liabilities at end of year | 2013-12-31 | $0 |
| Total plan liabilities at beginning of year | 2013-12-31 | $6 |
| Total income from all sources | 2013-12-31 | $369,503 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $59,693 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $45,137 |
| Total plan assets at end of year | 2013-12-31 | $1,941,952 |
| Total plan assets at beginning of year | 2013-12-31 | $1,632,148 |
| Value of fidelity bond covering the plan | 2013-12-31 | $195,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $129,901 |
| Contributions received from other sources (not participants or employers) | 2013-12-31 | $249 |
| Other income received | 2013-12-31 | $215,147 |
| Net income (gross income less expenses) | 2013-12-31 | $309,810 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $1,941,952 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $1,632,142 |
| Assets. Value of participant loans | 2013-12-31 | $77,216 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $24,206 |
| Value of corrective distributions | 2013-12-31 | $2,003 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $12,553 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
| 2012 : A-1 HEATING & AIR CONDITIONING 401(K) PROFIT SHARING PLAN 2012 401k financial data |
|---|
| Total plan liabilities at end of year | 2012-12-31 | $6 |
| Total income from all sources | 2012-12-31 | $253,753 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $92,224 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $82,398 |
| Total plan assets at end of year | 2012-12-31 | $1,632,148 |
| Total plan assets at beginning of year | 2012-12-31 | $1,470,613 |
| Value of fidelity bond covering the plan | 2012-12-31 | $200,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $18,484 |
| Other income received | 2012-12-31 | $116,526 |
| Net income (gross income less expenses) | 2012-12-31 | $161,529 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $1,632,142 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $1,470,613 |
| Assets. Value of participant loans | 2012-12-31 | $75,527 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $118,743 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $9,826 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
| 2011 : A-1 HEATING & AIR CONDITIONING 401(K) PROFIT SHARING PLAN 2011 401k financial data |
|---|
| Total plan liabilities at beginning of year | 2011-12-31 | $153 |
| Total income from all sources | 2011-12-31 | $123,546 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $52,354 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $42,385 |
| Total plan assets at end of year | 2011-12-31 | $1,470,613 |
| Total plan assets at beginning of year | 2011-12-31 | $1,399,574 |
| Value of fidelity bond covering the plan | 2011-12-31 | $150,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $72,257 |
| Other income received | 2011-12-31 | $38,210 |
| Net income (gross income less expenses) | 2011-12-31 | $71,192 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $1,470,613 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $1,399,421 |
| Assets. Value of participant loans | 2011-12-31 | $71,321 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $13,079 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $9,969 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
| 2010 : A-1 HEATING & AIR CONDITIONING 401(K) PROFIT SHARING PLAN 2010 401k financial data |
|---|
| Total plan liabilities at end of year | 2010-12-31 | $153 |
| Total plan liabilities at beginning of year | 2010-12-31 | $492 |
| Total income from all sources | 2010-12-31 | $188,417 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $26,702 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $16,526 |
| Total plan assets at end of year | 2010-12-31 | $1,399,574 |
| Total plan assets at beginning of year | 2010-12-31 | $1,238,198 |
| Value of fidelity bond covering the plan | 2010-12-31 | $150,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $69,751 |
| Other income received | 2010-12-31 | $106,086 |
| Net income (gross income less expenses) | 2010-12-31 | $161,715 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $1,399,421 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $1,237,706 |
| Assets. Value of participant loans | 2010-12-31 | $88,084 |
| Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2010-12-31 | $220 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $12,580 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $10,176 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
| 2021: A-1 HEATING & AIR CONDITIONING 401(K) PROFIT SHARING PLAN 2021 form 5500 responses |
|---|
| 2021-01-01 | Type of plan entity | Single employer plan |
| 2021-01-01 | Submission has been amended | No |
| 2021-01-01 | This submission is the final filing | No |
| 2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-01-01 | Plan is a collectively bargained plan | No |
| 2021-01-01 | Plan funding arrangement – Insurance | Yes |
| 2021-01-01 | Plan funding arrangement – Trust | Yes |
| 2021-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2021-01-01 | Plan benefit arrangement - Trust | Yes |
| 2020: A-1 HEATING & AIR CONDITIONING 401(K) PROFIT SHARING PLAN 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | Submission has been amended | No |
| 2020-01-01 | This submission is the final filing | No |
| 2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-01-01 | Plan is a collectively bargained plan | No |
| 2020-01-01 | Plan funding arrangement – Insurance | Yes |
| 2020-01-01 | Plan funding arrangement – Trust | Yes |
| 2020-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
| 2019: A-1 HEATING & AIR CONDITIONING 401(K) PROFIT SHARING PLAN 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Submission has been amended | No |
| 2019-01-01 | This submission is the final filing | No |
| 2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-01-01 | Plan is a collectively bargained plan | No |
| 2019-01-01 | Plan funding arrangement – Insurance | Yes |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: A-1 HEATING & AIR CONDITIONING 401(K) PROFIT SHARING PLAN 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Submission has been amended | No |
| 2018-01-01 | This submission is the final filing | No |
| 2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-01-01 | Plan is a collectively bargained plan | No |
| 2018-01-01 | Plan funding arrangement – Insurance | Yes |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: A-1 HEATING & AIR CONDITIONING 401(K) PROFIT SHARING PLAN 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Submission has been amended | No |
| 2017-01-01 | This submission is the final filing | No |
| 2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-01-01 | Plan is a collectively bargained plan | No |
| 2017-01-01 | Plan funding arrangement – Insurance | Yes |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: A-1 HEATING & AIR CONDITIONING 401(K) PROFIT SHARING PLAN 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Submission has been amended | No |
| 2016-01-01 | This submission is the final filing | No |
| 2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-01-01 | Plan is a collectively bargained plan | No |
| 2016-01-01 | Plan funding arrangement – Insurance | Yes |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: A-1 HEATING & AIR CONDITIONING 401(K) PROFIT SHARING PLAN 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Submission has been amended | No |
| 2015-01-01 | This submission is the final filing | No |
| 2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-01-01 | Plan is a collectively bargained plan | No |
| 2015-01-01 | Plan funding arrangement – Insurance | Yes |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: A-1 HEATING & AIR CONDITIONING 401(K) PROFIT SHARING PLAN 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Submission has been amended | No |
| 2014-01-01 | This submission is the final filing | No |
| 2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-01-01 | Plan is a collectively bargained plan | No |
| 2014-01-01 | Plan funding arrangement – Insurance | Yes |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: A-1 HEATING & AIR CONDITIONING 401(K) PROFIT SHARING PLAN 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Submission has been amended | No |
| 2013-01-01 | This submission is the final filing | No |
| 2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-01-01 | Plan is a collectively bargained plan | No |
| 2013-01-01 | Plan funding arrangement – Insurance | Yes |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: A-1 HEATING & AIR CONDITIONING 401(K) PROFIT SHARING PLAN 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Submission has been amended | No |
| 2012-01-01 | This submission is the final filing | No |
| 2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-01-01 | Plan is a collectively bargained plan | No |
| 2012-01-01 | Plan funding arrangement – Insurance | Yes |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: A-1 HEATING & AIR CONDITIONING 401(K) PROFIT SHARING PLAN 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Submission has been amended | No |
| 2011-01-01 | This submission is the final filing | No |
| 2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-01-01 | Plan is a collectively bargained plan | No |
| 2011-01-01 | Plan funding arrangement – Insurance | Yes |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: A-1 HEATING & AIR CONDITIONING 401(K) PROFIT SHARING PLAN 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | No |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan is a collectively bargained plan | No |
| 2009-01-01 | Plan funding arrangement – Insurance | Yes |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
| MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 ) |
| Policy contract number | RM 80523-1 |
| Policy instance | 1 |
| Insurance contract or identification number | RM 80523-1 | | Number of Individuals Covered | 119 | | Insurance policy start date | 2021-01-01 | | Insurance policy end date | 2021-12-31 | | Total amount of commissions paid to insurance broker | USD $14,269 | | Total amount of fees paid to insurance company | USD $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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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 Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | 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 Broker | USD $14,269 | | Insurance broker organization code? | 4 |
|
| MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 ) |
| Policy contract number | RM 80523-1 |
| Policy instance | 1 |
| Insurance contract or identification number | RM 80523-1 | | Number of Individuals Covered | 99 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2020-12-31 | | Total amount of commissions paid to insurance broker | USD $11,038 | | Total amount of fees paid to insurance company | USD $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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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 Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | 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 Broker | USD $11,038 | | Insurance broker organization code? | 4 |
|
| MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 ) |
| Policy contract number | RM 80523-1 |
| Policy instance | 1 |
| Insurance contract or identification number | RM 80523-1 | | Number of Individuals Covered | 87 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 | | Total amount of commissions paid to insurance broker | USD $8,442 | | Total amount of fees paid to insurance company | USD $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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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 Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | 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 Broker | USD $8,442 | | Insurance broker organization code? | 4 |
|
| MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 ) |
| Policy contract number | RM 80523-1 |
| Policy instance | 1 |
| Insurance contract or identification number | RM 80523-1 | | Number of Individuals Covered | 76 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | Total amount of commissions paid to insurance broker | USD $7,765 | | Total amount of fees paid to insurance company | USD $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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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 Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | 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 Broker | USD $7,765 | | Insurance broker organization code? | 4 |
|
| MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 ) |
| Policy contract number | RM 80523-1 |
| Policy instance | 1 |
| Insurance contract or identification number | RM 80523-1 | | Number of Individuals Covered | 78 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Total amount of commissions paid to insurance broker | USD $9,202 | | Total amount of fees paid to insurance company | USD $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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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 Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | 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 Broker | USD $9,202 | | Insurance broker organization code? | 4 | | Insurance broker name | MORGAN STANLEY INS SERVICES INC |
|
| MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 ) |
| Policy contract number | RM 80523-1 |
| Policy instance | 1 |
| Insurance contract or identification number | RM 80523-1 | | Number of Individuals Covered | 75 | | Insurance policy start date | 2015-01-01 | | Insurance policy end date | 2015-12-31 | | Total amount of commissions paid to insurance broker | USD $7,750 | | Total amount of fees paid to insurance company | USD $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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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 Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | 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 |
|
| MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 ) |
| Policy contract number | RM 80523-1 |
| Policy instance | 1 |
| Insurance contract or identification number | RM 80523-1 | | Number of Individuals Covered | 69 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Total amount of commissions paid to insurance broker | USD $7,502 | | Total amount of fees paid to insurance company | USD $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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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 Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | 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 Broker | USD $7,502 | | Insurance broker organization code? | 4 | | Insurance broker name | MORGAN STANLEY INS SERVICES INC |
|
| MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 ) |
| Policy contract number | RM 80523-1 |
| Policy instance | 1 |
| Insurance contract or identification number | RM 80523-1 | | Number of Individuals Covered | 48 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | Total amount of commissions paid to insurance broker | USD $5,779 | | Total amount of fees paid to insurance company | USD $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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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 Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | 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 Broker | USD $5,779 | | Insurance broker organization code? | 4 | | Insurance broker name | MORGAN STANLEY INS SERVICES INC |
|
| MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 ) |
| Policy contract number | RM 80523-1 |
| Policy instance | 1 |
| Insurance contract or identification number | RM 80523-1 | | Number of Individuals Covered | 46 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Total amount of commissions paid to insurance broker | USD $5,300 | | Total amount of fees paid to insurance company | USD $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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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 Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | 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 Broker | USD $3,355 | | Insurance broker organization code? | 3 | | Insurance broker name | MORGAN STANLEY INS SERVICES INC |
|
| MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 ) |
| Policy contract number | RM 80523-1 |
| Policy instance | 1 |
| Insurance contract or identification number | RM 80523-1 | | Number of Individuals Covered | 36 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | Total amount of commissions paid to insurance broker | USD $4,213 | | Total amount of fees paid to insurance company | USD $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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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 Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | 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 |
|
| MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 ) |
| Policy contract number | RM 80523-1 |
| Policy instance | 1 |
| Insurance contract or identification number | RM 80523-1 | | Number of Individuals Covered | 36 | | Insurance policy start date | 2010-01-01 | | Insurance policy end date | 2010-12-31 | | Total amount of commissions paid to insurance broker | USD $3,820 | | Total amount of fees paid to insurance company | USD $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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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 Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | 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 Broker | USD $3,820 | | Insurance broker organization code? | 3 | | Insurance broker name | GARY R. BERMENSOLO |
|
