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ECI VENUES 401(K) PLAN AND TRUST 401k Plan overview

Plan NameECI VENUES 401(K) PLAN AND TRUST
Plan identification number 001

ECI VENUES 401(K) PLAN AND TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

ENTERTAINMENT VENUES RETIREMENT FUND LLC has sponsored the creation of one or more 401k plans.

Company Name:ENTERTAINMENT VENUES RETIREMENT FUND LLC
Employer identification number (EIN):823996668
NAIC Classification:541600

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ECI VENUES 401(K) PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01MIRANDA SCHWEHR2024-07-15
0012022-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-04-01
0012019-01-01
0012018-01-01WILLIAM C. PARKS2019-09-26

Plan Statistics for ECI VENUES 401(K) PLAN AND TRUST

401k plan membership statisitcs for ECI VENUES 401(K) PLAN AND TRUST

Measure Date Value
2022: ECI VENUES 401(K) PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year2022-01-01570
Total number of active participants reported on line 7a of the Form 55002022-01-01465
Number of retired or separated participants receiving benefits2022-01-012
Number of other retired or separated participants entitled to future benefits2022-01-0118
Total of all active and inactive participants2022-01-01485
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01485
Number of participants with account balances2022-01-0152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: ECI VENUES 401(K) PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year2021-01-01478
Total number of active participants reported on line 7a of the Form 55002021-01-01481
Number of retired or separated participants receiving benefits2021-01-013
Number of other retired or separated participants entitled to future benefits2021-01-0121
Total of all active and inactive participants2021-01-01505
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01505
Number of participants with account balances2021-01-0147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-017
2020: ECI VENUES 401(K) PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-01808
Total number of active participants reported on line 7a of the Form 55002020-01-01321
Number of retired or separated participants receiving benefits2020-01-011
Number of other retired or separated participants entitled to future benefits2020-01-0120
Total of all active and inactive participants2020-01-01342
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01342
Number of participants with account balances2020-01-0142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-019
2019: ECI VENUES 401(K) PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year2019-04-01756
Total number of active participants reported on line 7a of the Form 55002019-04-01745
Number of retired or separated participants receiving benefits2019-04-010
Number of other retired or separated participants entitled to future benefits2019-04-012
Total of all active and inactive participants2019-04-01747
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-04-010
Total participants2019-04-01747
Number of participants with account balances2019-04-0117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-04-012
Total participants, beginning-of-year2019-01-01756
Total number of active participants reported on line 7a of the Form 55002019-01-01745
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-012
Total of all active and inactive participants2019-01-01747
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01747
Number of participants with account balances2019-01-0117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-012

Financial Data on ECI VENUES 401(K) PLAN AND TRUST

Measure Date Value
2022 : ECI VENUES 401(K) PLAN AND TRUST 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$140,239
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$7,830
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$5,010
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$172,822
Value of total assets at end of year2022-12-31$374,941
Value of total assets at beginning of year2022-12-31$242,532
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$2,820
Total interest from all sources2022-12-31$63
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Administrative expenses professional fees incurred2022-12-31$595
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$123,146
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$1,936
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$132,409
Value of net assets at end of year (total assets less liabilities)2022-12-31$374,941
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$242,532
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$317,281
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$210,457
Interest earned on other investments2022-12-31$63
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$9,920
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$5,765
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-32,646
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$47,740
Employer contributions (assets) at end of year2022-12-31$47,740
Employer contributions (assets) at beginning of year2022-12-31$26,310
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$5,010
Contract administrator fees2022-12-31$2,225
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31SC&H ATTEST, SERVICES, P.C.
Accountancy firm EIN2022-12-31521743645
2021 : ECI VENUES 401(K) PLAN AND TRUST 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$121,993
Total of all expenses incurred2021-12-31$18,529
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$16,484
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$97,732
Value of total assets at end of year2021-12-31$242,531
Value of total assets at beginning of year2021-12-31$139,067
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$2,045
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$57,476
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$1,558
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$17,225
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$103,464
Value of net assets at end of year (total assets less liabilities)2021-12-31$242,531
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$139,067
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$216,221
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$118,959
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$24,261
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$23,031
Employer contributions (assets) at end of year2021-12-31$26,310
Employer contributions (assets) at beginning of year2021-12-31$18,550
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$16,484
Contract administrator fees2021-12-31$2,045
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31SC&H ATTEST, SERVICES, P.C.
Accountancy firm EIN2021-12-31521743645
2020 : ECI VENUES 401(K) PLAN AND TRUST 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$101,422
Total of all expenses incurred2020-12-31$14,472
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$13,250
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$85,830
Value of total assets at end of year2020-12-31$139,067
Value of total assets at beginning of year2020-12-31$52,117
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$1,222
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$67,280
Participant contributions at end of year2020-12-31$1,558
Participant contributions at beginning of year2020-12-31$0
Other income not declared elsewhere2020-12-31$15,592
Total non interest bearing cash at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$86,950
Value of net assets at end of year (total assets less liabilities)2020-12-31$139,067
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$52,117
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$118,959
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$34,760
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$18,550
Employer contributions (assets) at end of year2020-12-31$18,550
Employer contributions (assets) at beginning of year2020-12-31$17,357
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$13,250
Contract administrator fees2020-12-31$1,222
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31SC&H ATTEST, SERVICES, P.C.
Accountancy firm EIN2020-12-31521743645
2019 : ECI VENUES 401(K) PLAN AND TRUST 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$53,037
Total income from all sources (including contributions)2019-12-31$53,037
Total of all expenses incurred2019-12-31$288
Total of all expenses incurred2019-12-31$288
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$112
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$112
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$51,004
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$51,004
Value of total assets at end of year2019-12-31$52,749
Value of total assets at end of year2019-12-31$52,749
Value of total assets at beginning of year2019-12-31$0
Value of total assets at beginning of year2019-12-31$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$176
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$176
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$33,015
Contributions received from participants2019-12-31$33,015
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$52,749
Value of net income/loss2019-12-31$52,749
Value of net assets at end of year (total assets less liabilities)2019-12-31$52,749
Value of net assets at end of year (total assets less liabilities)2019-12-31$52,749
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$0
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$34,760
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$34,760
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,033
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,033
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$17,989
Contributions received in cash from employer2019-12-31$17,989
Employer contributions (assets) at end of year2019-12-31$17,989
Employer contributions (assets) at end of year2019-12-31$17,989
Employer contributions (assets) at beginning of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$112
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$112
Contract administrator fees2019-12-31$176
Contract administrator fees2019-12-31$176
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31SC&H ATTEST SERVICES, P.C.
Accountancy firm name2019-12-31SC&H ATTEST SERVICES, P.C.
Accountancy firm EIN2019-12-31521743645
Accountancy firm EIN2019-12-31521743645

Form 5500 Responses for ECI VENUES 401(K) PLAN AND TRUST

2022: ECI VENUES 401(K) PLAN AND TRUST 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: ECI VENUES 401(K) PLAN AND TRUST 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: ECI VENUES 401(K) PLAN AND TRUST 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: ECI VENUES 401(K) PLAN AND TRUST 2019 form 5500 responses
2019-04-01Type of plan entitySingle employer plan
2019-04-01First time form 5500 has been submittedYes
2019-04-01Submission has been amendedYes
2019-04-01This return/report is a short plan year return/report (less than 12 months)Yes
2019-04-01Plan funding arrangement – InsuranceYes
2019-04-01Plan funding arrangement – TrustYes
2019-04-01Plan benefit arrangement - TrustYes
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number513228-000
Policy instance 1
Insurance contract or identification number513228-000
Number of Individuals Covered50
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $131
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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees131
Additional information about fees paid to insurance broker0
Insurance broker organization code?5
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number513228-000
Policy instance 1
Insurance contract or identification number513228-000
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of fees paid to insurance companyUSD $86
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees86
Insurance broker organization code?5
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number513228-000
Policy instance 1
Insurance contract or identification number513228-000
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of fees paid to insurance companyUSD $103
Amount paid for insurance broker fees82
Insurance broker organization code?5
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number513228-000
Policy instance 1
Insurance contract or identification number513228-000
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $36
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees36
Additional information about fees paid to insurance brokerTPA
Insurance broker organization code?5

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