HIGGINS & RUTLEDGE INSURANCE, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan HIGGINS & RUTLEDGE INSURANCE, INC. PROFIT SHARING 401K PLAN
401k plan membership statisitcs for HIGGINS & RUTLEDGE INSURANCE, INC. PROFIT SHARING 401K PLAN
| Measure | Date | Value |
|---|
| 2022: HIGGINS & RUTLEDGE INSURANCE, INC. PROFIT SHARING 401K PLAN 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-01-01 | 31 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 28 |
| Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 7 |
| Total of all active and inactive participants | 2022-01-01 | 35 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
| Total participants | 2022-01-01 | 35 |
| Number of participants with account balances | 2022-01-01 | 32 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
| 2021: HIGGINS & RUTLEDGE INSURANCE, INC. PROFIT SHARING 401K PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-01-01 | 32 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 25 |
| 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 | 6 |
| Total of all active and inactive participants | 2021-01-01 | 31 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
| Total participants | 2021-01-01 | 31 |
| Number of participants with account balances | 2021-01-01 | 29 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 2 |
| 2020: HIGGINS & RUTLEDGE INSURANCE, INC. PROFIT SHARING 401K PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-01-01 | 31 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 26 |
| 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 | 6 |
| Total of all active and inactive participants | 2020-01-01 | 32 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
| Total participants | 2020-01-01 | 32 |
| Number of participants with account balances | 2020-01-01 | 30 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 1 |
| 2019: HIGGINS & RUTLEDGE INSURANCE, INC. PROFIT SHARING 401K PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 27 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 27 |
| 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 | 4 |
| Total of all active and inactive participants | 2019-01-01 | 31 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
| Total participants | 2019-01-01 | 31 |
| Number of participants with account balances | 2019-01-01 | 28 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 2 |
| 2018: HIGGINS & RUTLEDGE INSURANCE, INC. PROFIT SHARING 401K PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 29 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 25 |
| 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 | 2 |
| Total of all active and inactive participants | 2018-01-01 | 27 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
| Total participants | 2018-01-01 | 27 |
| Number of participants with account balances | 2018-01-01 | 27 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
| 2017: HIGGINS & RUTLEDGE INSURANCE, INC. PROFIT SHARING 401K PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 30 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 25 |
| 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 | 4 |
| Total of all active and inactive participants | 2017-01-01 | 29 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
| Total participants | 2017-01-01 | 29 |
| Number of participants with account balances | 2017-01-01 | 29 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 1 |
| 2016: HIGGINS & RUTLEDGE INSURANCE, INC. PROFIT SHARING 401K PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 25 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 28 |
| 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 | 2 |
| Total of all active and inactive participants | 2016-01-01 | 30 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
| Total participants | 2016-01-01 | 30 |
| Number of participants with account balances | 2016-01-01 | 30 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
| 2015: HIGGINS & RUTLEDGE INSURANCE, INC. PROFIT SHARING 401K PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 25 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 24 |
| 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 | 1 |
| Total of all active and inactive participants | 2015-01-01 | 25 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
| Total participants | 2015-01-01 | 25 |
| Number of participants with account balances | 2015-01-01 | 25 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 1 |
| 2014: HIGGINS & RUTLEDGE INSURANCE, INC. PROFIT SHARING 401K PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 23 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 25 |
| 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 | 0 |
| Total of all active and inactive participants | 2014-01-01 | 25 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
| Total participants | 2014-01-01 | 25 |
| Number of participants with account balances | 2014-01-01 | 25 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 1 |
| 2013: HIGGINS & RUTLEDGE INSURANCE, INC. PROFIT SHARING 401K PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 24 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 23 |
| 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 | 0 |
| Total of all active and inactive participants | 2013-01-01 | 23 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
| Total participants | 2013-01-01 | 23 |
| Number of participants with account balances | 2013-01-01 | 23 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
| 2012: HIGGINS & RUTLEDGE INSURANCE, INC. PROFIT SHARING 401K PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 28 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 23 |
| 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 | 1 |
| Total of all active and inactive participants | 2012-01-01 | 24 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
| Total participants | 2012-01-01 | 24 |
| Number of participants with account balances | 2012-01-01 | 24 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 2 |
| 2011: HIGGINS & RUTLEDGE INSURANCE, INC. PROFIT SHARING 401K PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 30 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 27 |
| 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 | 1 |
| Total of all active and inactive participants | 2011-01-01 | 28 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
| Total participants | 2011-01-01 | 28 |
| Number of participants with account balances | 2011-01-01 | 27 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
| 2010: HIGGINS & RUTLEDGE INSURANCE, INC. PROFIT SHARING 401K PLAN 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-01-01 | 29 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 27 |
| Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 3 |
| Total of all active and inactive participants | 2010-01-01 | 30 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
| Total participants | 2010-01-01 | 30 |
| Number of participants with account balances | 2010-01-01 | 30 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 0 |
| 2009: HIGGINS & RUTLEDGE INSURANCE, INC. PROFIT SHARING 401K PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 28 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 28 |
| 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 | 1 |
| Total of all active and inactive participants | 2009-01-01 | 29 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
| Total participants | 2009-01-01 | 29 |
| Number of participants with account balances | 2009-01-01 | 29 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2022 : HIGGINS & RUTLEDGE INSURANCE, INC. PROFIT SHARING 401K PLAN 2022 401k financial data |
|---|
| Total income from all sources | 2022-12-31 | $54,107 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $96,802 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $69,632 |
| Total plan assets at end of year | 2022-12-31 | $3,320,889 |
| Total plan assets at beginning of year | 2022-12-31 | $3,363,584 |
| Value of fidelity bond covering the plan | 2022-12-31 | $337,000 |
| Total contributions received or receivable from participants | 2022-12-31 | $112,535 |
| Other income received | 2022-12-31 | $-250,510 |
| Net income (gross income less expenses) | 2022-12-31 | $-42,695 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $3,320,889 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $3,363,584 |
| Assets. Value of participant loans | 2022-12-31 | $53,637 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $192,082 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $27,170 |
| 2021 : HIGGINS & RUTLEDGE INSURANCE, INC. PROFIT SHARING 401K PLAN 2021 401k financial data |
|---|
| Total income from all sources | 2021-12-31 | $616,533 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $134,217 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $107,862 |
| Total plan assets at end of year | 2021-12-31 | $3,363,584 |
| Total plan assets at beginning of year | 2021-12-31 | $2,881,268 |
| Value of fidelity bond covering the plan | 2021-12-31 | $289,000 |
| Total contributions received or receivable from participants | 2021-12-31 | $107,372 |
| Other income received | 2021-12-31 | $370,211 |
| Net income (gross income less expenses) | 2021-12-31 | $482,316 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $3,363,584 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $2,881,268 |
| Assets. Value of participant loans | 2021-12-31 | $55,871 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $138,950 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $26,355 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
| 2020 : HIGGINS & RUTLEDGE INSURANCE, INC. PROFIT SHARING 401K PLAN 2020 401k financial data |
|---|
| Total income from all sources | 2020-12-31 | $309,381 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $177,617 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $155,447 |
| Total plan assets at end of year | 2020-12-31 | $2,881,268 |
| Total plan assets at beginning of year | 2020-12-31 | $2,749,504 |
| Value of fidelity bond covering the plan | 2020-12-31 | $275,000 |
| Total contributions received or receivable from participants | 2020-12-31 | $82,868 |
| Contributions received from other sources (not participants or employers) | 2020-12-31 | $1,794 |
| Other income received | 2020-12-31 | $126,534 |
| Net income (gross income less expenses) | 2020-12-31 | $131,764 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $2,881,268 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $2,749,504 |
| Assets. Value of participant loans | 2020-12-31 | $24,481 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $98,185 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $22,170 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
| 2019 : HIGGINS & RUTLEDGE INSURANCE, INC. PROFIT SHARING 401K PLAN 2019 401k financial data |
|---|
| Total income from all sources | 2019-12-31 | $584,093 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $57,034 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $35,753 |
| Total plan assets at end of year | 2019-12-31 | $2,749,504 |
| Total plan assets at beginning of year | 2019-12-31 | $2,222,445 |
| Value of fidelity bond covering the plan | 2019-12-31 | $250,000 |
| Total contributions received or receivable from participants | 2019-12-31 | $79,680 |
| Contributions received from other sources (not participants or employers) | 2019-12-31 | $11,745 |
| Other income received | 2019-12-31 | $432,543 |
| Net income (gross income less expenses) | 2019-12-31 | $527,059 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $2,749,504 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $2,222,445 |
| Assets. Value of participant loans | 2019-12-31 | $41,897 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $60,125 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $21,281 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
| 2018 : HIGGINS & RUTLEDGE INSURANCE, INC. PROFIT SHARING 401K PLAN 2018 401k financial data |
|---|
| Total income from all sources | 2018-12-31 | $-69,786 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $250,676 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $233,647 |
| Total plan assets at end of year | 2018-12-31 | $2,222,445 |
| Total plan assets at beginning of year | 2018-12-31 | $2,542,907 |
| Value of fidelity bond covering the plan | 2018-12-31 | $255,000 |
| Total contributions received or receivable from participants | 2018-12-31 | $71,728 |
| Other income received | 2018-12-31 | $-181,298 |
| Net income (gross income less expenses) | 2018-12-31 | $-320,462 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $2,222,445 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $2,542,907 |
| Assets. Value of participant loans | 2018-12-31 | $74,213 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $39,784 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $17,029 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
| 2017 : HIGGINS & RUTLEDGE INSURANCE, INC. PROFIT SHARING 401K PLAN 2017 401k financial data |
|---|
| Total income from all sources | 2017-12-31 | $311,067 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $50,606 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $44,582 |
| Total plan assets at end of year | 2017-12-31 | $2,542,907 |
| Total plan assets at beginning of year | 2017-12-31 | $2,282,446 |
| Value of fidelity bond covering the plan | 2017-12-31 | $250,000 |
| Total contributions received or receivable from participants | 2017-12-31 | $88,196 |
| Other income received | 2017-12-31 | $185,450 |
| Net income (gross income less expenses) | 2017-12-31 | $260,461 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $2,542,907 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $2,282,446 |
| Assets. Value of participant loans | 2017-12-31 | $33,953 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $37,421 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $6,024 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
| 2016 : HIGGINS & RUTLEDGE INSURANCE, INC. PROFIT SHARING 401K PLAN 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $229,513 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $558,549 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $552,993 |
| Total plan assets at end of year | 2016-12-31 | $2,282,446 |
| Total plan assets at beginning of year | 2016-12-31 | $2,611,482 |
| Value of fidelity bond covering the plan | 2016-12-31 | $270,000 |
| Total contributions received or receivable from participants | 2016-12-31 | $95,981 |
| Other income received | 2016-12-31 | $95,218 |
| Net income (gross income less expenses) | 2016-12-31 | $-329,036 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $2,282,446 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $2,611,482 |
| Assets. Value of participant loans | 2016-12-31 | $41,033 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $38,314 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $5,556 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
| 2015 : HIGGINS & RUTLEDGE INSURANCE, INC. PROFIT SHARING 401K PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $55,936 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $238,984 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $232,481 |
| Total plan assets at end of year | 2015-12-31 | $2,611,482 |
| Total plan assets at beginning of year | 2015-12-31 | $2,794,530 |
| Value of fidelity bond covering the plan | 2015-12-31 | $280,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $70,966 |
| Contributions received from other sources (not participants or employers) | 2015-12-31 | $40,000 |
| Other income received | 2015-12-31 | $-86,244 |
| Net income (gross income less expenses) | 2015-12-31 | $-183,048 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $2,611,482 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $2,794,530 |
| Assets. Value of participant loans | 2015-12-31 | $48,172 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $31,214 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $6,503 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
| 2014 : HIGGINS & RUTLEDGE INSURANCE, INC. PROFIT SHARING 401K PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $119,345 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $177,361 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $170,236 |
| Total plan assets at end of year | 2014-12-31 | $2,794,530 |
| Total plan assets at beginning of year | 2014-12-31 | $2,852,546 |
| Value of fidelity bond covering the plan | 2014-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $64,747 |
| Contributions received from other sources (not participants or employers) | 2014-12-31 | $71 |
| Other income received | 2014-12-31 | $21,259 |
| Net income (gross income less expenses) | 2014-12-31 | $-58,016 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $2,794,530 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $2,852,546 |
| Assets. Value of participant loans | 2014-12-31 | $67,504 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $33,268 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $7,125 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
| 2013 : HIGGINS & RUTLEDGE INSURANCE, INC. PROFIT SHARING 401K PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $171,035 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $229,649 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $224,089 |
| Total plan assets at end of year | 2013-12-31 | $2,852,546 |
| Total plan assets at beginning of year | 2013-12-31 | $2,911,160 |
| Value of fidelity bond covering the plan | 2013-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $57,079 |
| Other income received | 2013-12-31 | $86,098 |
| Net income (gross income less expenses) | 2013-12-31 | $-58,614 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $2,852,546 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $2,911,160 |
| Assets. Value of participant loans | 2013-12-31 | $56,541 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $27,858 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $5,560 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
| 2012 : HIGGINS & RUTLEDGE INSURANCE, INC. PROFIT SHARING 401K PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $377,442 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $156,780 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $154,930 |
| Total plan assets at end of year | 2012-12-31 | $2,911,160 |
| Total plan assets at beginning of year | 2012-12-31 | $2,690,498 |
| Value of fidelity bond covering the plan | 2012-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $59,250 |
| Other income received | 2012-12-31 | $292,862 |
| Net income (gross income less expenses) | 2012-12-31 | $220,662 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $2,911,160 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $2,690,498 |
| Assets. Value of participant loans | 2012-12-31 | $99,031 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $25,330 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $1,850 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
| 2011 : HIGGINS & RUTLEDGE INSURANCE, INC. PROFIT SHARING 401K PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $59,353 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $21,787 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $21,289 |
| Total plan assets at end of year | 2011-12-31 | $2,690,498 |
| Total plan assets at beginning of year | 2011-12-31 | $2,652,932 |
| Value of fidelity bond covering the plan | 2011-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $69,616 |
| Contributions received from other sources (not participants or employers) | 2011-12-31 | $4,952 |
| Other income received | 2011-12-31 | $-40,621 |
| Net income (gross income less expenses) | 2011-12-31 | $37,566 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $2,690,498 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $2,652,932 |
| Assets. Value of participant loans | 2011-12-31 | $128,875 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $25,406 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $498 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
| 2010 : HIGGINS & RUTLEDGE INSURANCE, INC. PROFIT SHARING 401K PLAN 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $426,713 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $181,442 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $181,242 |
| Total plan assets at end of year | 2010-12-31 | $2,652,932 |
| Total plan assets at beginning of year | 2010-12-31 | $2,407,661 |
| Value of fidelity bond covering the plan | 2010-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $86,211 |
| Contributions received from other sources (not participants or employers) | 2010-12-31 | $14,135 |
| Other income received | 2010-12-31 | $296,724 |
| Net income (gross income less expenses) | 2010-12-31 | $245,271 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $2,652,932 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $2,407,661 |
| Assets. Value of participant loans | 2010-12-31 | $36,968 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $29,643 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $200 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
| 2022: HIGGINS & RUTLEDGE INSURANCE, INC. PROFIT SHARING 401K PLAN 2022 form 5500 responses |
|---|
| 2022-01-01 | Type of plan entity | Single employer plan |
| 2022-01-01 | Submission has been amended | No |
| 2022-01-01 | This submission is the final filing | No |
| 2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2022-01-01 | Plan is a collectively bargained plan | No |
| 2022-01-01 | Plan funding arrangement – Trust | Yes |
| 2022-01-01 | Plan benefit arrangement - Trust | Yes |
| 2021: HIGGINS & RUTLEDGE INSURANCE, INC. PROFIT SHARING 401K 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 – Trust | Yes |
| 2021-01-01 | Plan benefit arrangement - Trust | Yes |
| 2020: HIGGINS & RUTLEDGE INSURANCE, INC. PROFIT SHARING 401K 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 – Trust | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
| 2019: HIGGINS & RUTLEDGE INSURANCE, INC. PROFIT SHARING 401K 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 – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: HIGGINS & RUTLEDGE INSURANCE, INC. PROFIT SHARING 401K 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 – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: HIGGINS & RUTLEDGE INSURANCE, INC. PROFIT SHARING 401K 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 – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: HIGGINS & RUTLEDGE INSURANCE, INC. PROFIT SHARING 401K 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 – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: HIGGINS & RUTLEDGE INSURANCE, INC. PROFIT SHARING 401K 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 – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: HIGGINS & RUTLEDGE INSURANCE, INC. PROFIT SHARING 401K 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 – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: HIGGINS & RUTLEDGE INSURANCE, INC. PROFIT SHARING 401K 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 – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: HIGGINS & RUTLEDGE INSURANCE, INC. PROFIT SHARING 401K 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 – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: HIGGINS & RUTLEDGE INSURANCE, INC. PROFIT SHARING 401K 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 – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2010: HIGGINS & RUTLEDGE INSURANCE, INC. PROFIT SHARING 401K PLAN 2010 form 5500 responses |
|---|
| 2010-01-01 | Type of plan entity | Single employer plan |
| 2010-01-01 | Submission has been amended | No |
| 2010-01-01 | This submission is the final filing | No |
| 2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2010-01-01 | Plan is a collectively bargained plan | No |
| 2010-01-01 | Plan funding arrangement – Trust | Yes |
| 2010-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: HIGGINS & RUTLEDGE INSURANCE, INC. PROFIT SHARING 401K 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 – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 134525 |
| Policy instance | 1 |
| Insurance contract or identification number | 134525 | | Number of Individuals Covered | 32 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-12-31 | | Total amount of commissions paid to insurance broker | USD $6,290 | | Total amount of fees paid to insurance company | USD $1,901 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | Yes | | 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? | No | | 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 $6,290 | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 1901 | | Additional information about fees paid to insurance broker | TPA SERVICE REIMBURSEMENT |
|
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 134525 |
| Policy instance | 1 |
| Insurance contract or identification number | 134525 | | Number of Individuals Covered | 29 | | Insurance policy start date | 2021-01-01 | | Insurance policy end date | 2021-12-31 | | Total amount of commissions paid to insurance broker | USD $6,026 | | Total amount of fees paid to insurance company | USD $1,825 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | Yes | | 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? | No | | 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 $6,026 | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 1825 | | Additional information about fees paid to insurance broker | TPA SERVICE REIMBURSEMENT |
|
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 134525 |
| Policy instance | 1 |
| Insurance contract or identification number | 134525 | | Number of Individuals Covered | 29 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2020-12-31 | | Total amount of commissions paid to insurance broker | USD $5,093 | | Total amount of fees paid to insurance company | USD $1,443 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | Yes | | 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? | No | | 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 $5,093 | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 1443 | | Additional information about fees paid to insurance broker | TPA SERVICE REIMBURSEMENT |
|
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 134525 |
| Policy instance | 1 |
| Insurance contract or identification number | 134525 | | Number of Individuals Covered | 28 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 | | Total amount of commissions paid to insurance broker | USD $4,824 | | Total amount of fees paid to insurance company | USD $1,615 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | Yes | | 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? | No | | 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 $4,824 | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 1615 | | Additional information about fees paid to insurance broker | TPA SERVICE REIMBURSEMENT |
|
| TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 ) |
| Policy contract number | 803365-000 |
| Policy instance | 2 |
| Insurance contract or identification number | 803365-000 | | Number of Individuals Covered | 0 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | Total amount of commissions paid to insurance broker | USD $4,144 | | Total amount of fees paid to insurance company | USD $313 | | 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? | No | | 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 $4,144 | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 313 | | Additional information about fees paid to insurance broker | TPA SERVICE REIMBURSEMENT |
|
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 134525 |
| Policy instance | 1 |
| Insurance contract or identification number | 134525 | | Number of Individuals Covered | 27 | | Insurance policy start date | 2018-05-16 | | Insurance policy end date | 2018-12-31 | | Total amount of commissions paid to insurance broker | USD $6,535 | | Total amount of fees paid to insurance company | USD $750 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | Yes | | 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? | No | | 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 $6,535 | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 750 | | Additional information about fees paid to insurance broker | TPA SERVICE REIMBURSEMENT |
|
| TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 ) |
| Policy contract number | 803365-000 |
| Policy instance | 1 |
| Insurance contract or identification number | 803365-000 | | Number of Individuals Covered | 27 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Total amount of commissions paid to insurance broker | USD $9,419 | | Total amount of fees paid to insurance company | USD $1,178 | | 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 $9,419 | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 1178 | | Additional information about fees paid to insurance broker | TPA SERVICE REIMBURSEMENT | | Insurance broker name | PINNACLE PENSION SERVICES |
|
| TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 ) |
| Policy contract number | 803365-000 |
| Policy instance | 1 |
| Insurance contract or identification number | 803365-000 | | Number of Individuals Covered | 25 | | Insurance policy start date | 2015-01-01 | | Insurance policy end date | 2015-12-31 | | Total amount of commissions paid to insurance broker | USD $10,653 | | Total amount of fees paid to insurance company | USD $1,325 | | 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 $10,653 | | Amount paid for insurance broker fees | 0 | | Additional information about fees paid to insurance broker | BROKER COMMISSIONS | | Insurance broker organization code? | 3 | | Insurance broker name | PINNACLE PENSION SERVICES |
|
| TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 ) |
| Policy contract number | 803365-000 |
| Policy instance | 1 |
| Insurance contract or identification number | 803365-000 | | Number of Individuals Covered | 25 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Total amount of commissions paid to insurance broker | USD $11,094 | | Total amount of fees paid to insurance company | USD $1,389 | | 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? | No | | 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 $11,094 | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 1389 | | Additional information about fees paid to insurance broker | TPA SERVICE REIMBURSEMENT | | Insurance broker name | PINNACLE PENSION SERVICES |
|
| TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 ) |
| Policy contract number | 803365-000 |
| Policy instance | 1 |
| Insurance contract or identification number | 803365-000 | | Number of Individuals Covered | 23 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | Total amount of commissions paid to insurance broker | USD $10,966 | | Total amount of fees paid to insurance company | USD $1,470 | | 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? | No | | 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 $10,966 | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 1470 | | Additional information about fees paid to insurance broker | TPA SERVICE REIMBURSEMENT | | Insurance broker name | PINNACLE PENSION SERVICES |
|
| TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 ) |
| Policy contract number | 803365-000 |
| Policy instance | 1 |
| Insurance contract or identification number | 803365-000 | | Number of Individuals Covered | 24 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Total amount of commissions paid to insurance broker | USD $4,633 | | Total amount of fees paid to insurance company | USD $4,473 | | 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? | No | | 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 | | Amount paid for insurance broker fees | 4473 | | Additional information about fees paid to insurance broker | TPA SERVICE REIMBURSEMENT | | Insurance broker organization code? | 5 | | Commission paid to Insurance Broker | USD $3,719 | | Insurance broker name | MML INSURANCE AGENCY INC. |
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