IRELAND, STAPLETON, PRYOR & PASCOE, P.C. has sponsored the creation of one or more 401k plans.
Additional information about IRELAND, STAPLETON, PRYOR & PASCOE, P.C.
Submission information for form 5500 for 401k plan IRELAND, STAPLETON, PRYOR & PASCOE, P.C. 401K PROFIT SHARING PLAN AND TRUST
401k plan membership statisitcs for IRELAND, STAPLETON, PRYOR & PASCOE, P.C. 401K PROFIT SHARING PLAN AND TRUST
| Measure | Date | Value |
|---|
| 2017: IRELAND, STAPLETON, PRYOR & PASCOE, P.C. 401K PROFIT SHARING PLAN AND TRUST 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 65 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 52 |
| 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 | 12 |
| Total of all active and inactive participants | 2017-01-01 | 64 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
| Total participants | 2017-01-01 | 64 |
| Number of participants with account balances | 2017-01-01 | 56 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
| 2016: IRELAND, STAPLETON, PRYOR & PASCOE, P.C. 401K PROFIT SHARING PLAN AND TRUST 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 60 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 51 |
| 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 | 13 |
| Total of all active and inactive participants | 2016-01-01 | 64 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
| Total participants | 2016-01-01 | 64 |
| Number of participants with account balances | 2016-01-01 | 54 |
| 2015: IRELAND, STAPLETON, PRYOR & PASCOE, P.C. 401K PROFIT SHARING PLAN AND TRUST 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 57 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 50 |
| 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 | 10 |
| Total of all active and inactive participants | 2015-01-01 | 60 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
| Total participants | 2015-01-01 | 60 |
| Number of participants with account balances | 2015-01-01 | 51 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
| 2014: IRELAND, STAPLETON, PRYOR & PASCOE, P.C. 401K PROFIT SHARING PLAN AND TRUST 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 57 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 48 |
| 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 | 9 |
| Total of all active and inactive participants | 2014-01-01 | 57 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
| Total participants | 2014-01-01 | 57 |
| Number of participants with account balances | 2014-01-01 | 46 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
| 2010: IRELAND, STAPLETON, PRYOR & PASCOE, P.C. 401K PROFIT SHARING PLAN AND TRUST 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-02-01 | 61 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-02-01 | 35 |
| Number of retired or separated participants receiving benefits | 2010-02-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2010-02-01 | 28 |
| Total of all active and inactive participants | 2010-02-01 | 63 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-02-01 | 0 |
| Total participants | 2010-02-01 | 63 |
| Number of participants with account balances | 2010-02-01 | 61 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-02-01 | 0 |
| 2009: IRELAND, STAPLETON, PRYOR & PASCOE, P.C. 401K PROFIT SHARING PLAN AND TRUST 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-02-01 | 58 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-02-01 | 39 |
| Number of retired or separated participants receiving benefits | 2009-02-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2009-02-01 | 27 |
| Total of all active and inactive participants | 2009-02-01 | 66 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-02-01 | 0 |
| Total participants | 2009-02-01 | 66 |
| Number of participants with account balances | 2009-02-01 | 53 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-02-01 | 0 |
| 2008: IRELAND, STAPLETON, PRYOR & PASCOE, P.C. 401K PROFIT SHARING PLAN AND TRUST 2008 401k membership |
|---|
| Total participants, beginning-of-year | 2008-02-01 | 58 |
| Total number of active participants reported on line 7a of the Form 5500 | 2008-02-01 | 38 |
| Number of retired or separated participants receiving benefits | 2008-02-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2008-02-01 | 23 |
| Total of all active and inactive participants | 2008-02-01 | 61 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2008-02-01 | 0 |
| Total participants | 2008-02-01 | 61 |
| Number of participants with account balances | 2008-02-01 | 60 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2008-02-01 | 0 |
| Measure | Date | Value |
|---|
| 2017 : IRELAND, STAPLETON, PRYOR & PASCOE, P.C. 401K PROFIT SHARING PLAN AND TRUST 2017 401k financial data |
|---|
| Total income from all sources | 2017-12-31 | $1,450,715 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $204,308 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $173,990 |
| Total plan assets at end of year | 2017-12-31 | $4,729,870 |
| Total plan assets at beginning of year | 2017-12-31 | $3,483,463 |
| Value of fidelity bond covering the plan | 2017-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2017-12-31 | $408,125 |
| Contributions received from other sources (not participants or employers) | 2017-12-31 | $129,534 |
| Other income received | 2017-12-31 | $734,190 |
| Net income (gross income less expenses) | 2017-12-31 | $1,246,407 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $4,729,870 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $3,483,463 |
| Assets. Value of participant loans | 2017-12-31 | $70,890 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $178,866 |
| Value of certain deemed distributions of participant loans | 2017-12-31 | $12,185 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $18,133 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
| 2016 : IRELAND, STAPLETON, PRYOR & PASCOE, P.C. 401K PROFIT SHARING PLAN AND TRUST 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $779,635 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $112,686 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $107,745 |
| Total plan assets at end of year | 2016-12-31 | $3,483,463 |
| Total plan assets at beginning of year | 2016-12-31 | $2,816,514 |
| Value of fidelity bond covering the plan | 2016-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2016-12-31 | $336,604 |
| Other income received | 2016-12-31 | $274,927 |
| Net income (gross income less expenses) | 2016-12-31 | $666,949 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $3,483,463 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $2,816,514 |
| Assets. Value of participant loans | 2016-12-31 | $104,989 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $168,104 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $4,941 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
| 2015 : IRELAND, STAPLETON, PRYOR & PASCOE, P.C. 401K PROFIT SHARING PLAN AND TRUST 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $407,418 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $191,168 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $186,725 |
| Total plan assets at end of year | 2015-12-31 | $2,826,066 |
| Total plan assets at beginning of year | 2015-12-31 | $2,609,816 |
| Value of fidelity bond covering the plan | 2015-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $267,450 |
| Other income received | 2015-12-31 | $12,960 |
| Net income (gross income less expenses) | 2015-12-31 | $216,250 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $2,826,066 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $2,609,816 |
| Assets. Value of participant loans | 2015-12-31 | $27,522 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $127,008 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $4,443 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
| 2014 : IRELAND, STAPLETON, PRYOR & PASCOE, P.C. 401K PROFIT SHARING PLAN AND TRUST 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $473,372 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $239,927 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $228,524 |
| Total plan assets at end of year | 2014-12-31 | $2,609,816 |
| Total plan assets at beginning of year | 2014-12-31 | $2,376,371 |
| Value of fidelity bond covering the plan | 2014-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $201,764 |
| Contributions received from other sources (not participants or employers) | 2014-12-31 | $2,233 |
| Other income received | 2014-12-31 | $169,898 |
| Net income (gross income less expenses) | 2014-12-31 | $233,445 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $2,609,816 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $2,376,371 |
| Assets. Value of participant loans | 2014-12-31 | $37,601 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $99,477 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $11,403 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
| 2011 : IRELAND, STAPLETON, PRYOR & PASCOE, P.C. 401K PROFIT SHARING PLAN AND TRUST 2011 401k financial data |
|---|
| Total income from all sources | 2011-01-31 | $873,835 |
| Expenses. Total of all expenses incurred | 2011-01-31 | $1,129,310 |
| Benefits paid (including direct rollovers) | 2011-01-31 | $1,111,659 |
| Total plan assets at end of year | 2011-01-31 | $4,179,706 |
| Total plan assets at beginning of year | 2011-01-31 | $4,435,181 |
| Value of fidelity bond covering the plan | 2011-01-31 | $385,000 |
| Total contributions received or receivable from participants | 2011-01-31 | $158,109 |
| Contributions received from other sources (not participants or employers) | 2011-01-31 | $27,773 |
| Other income received | 2011-01-31 | $624,371 |
| Net income (gross income less expenses) | 2011-01-31 | $-255,475 |
| Net plan assets at end of year (total assets less liabilities) | 2011-01-31 | $4,179,706 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-01-31 | $4,435,181 |
| Assets. Value of participant loans | 2011-01-31 | $9,528 |
| Total contributions received or receivable from employer(s) | 2011-01-31 | $63,582 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-01-31 | $17,651 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-01-31 | $0 |
| 2010 : IRELAND, STAPLETON, PRYOR & PASCOE, P.C. 401K PROFIT SHARING PLAN AND TRUST 2010 401k financial data |
|---|
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-01-31 | $0 |
| 2017: IRELAND, STAPLETON, PRYOR & PASCOE, P.C. 401K PROFIT SHARING PLAN AND TRUST 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Submission has been amended | No |
| 2017-01-01 | This submission is the final filing | No |
| 2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-01-01 | Plan is a collectively bargained plan | No |
| 2017-01-01 | Plan funding arrangement – Insurance | Yes |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: IRELAND, STAPLETON, PRYOR & PASCOE, P.C. 401K PROFIT SHARING PLAN AND TRUST 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Submission has been amended | No |
| 2016-01-01 | This submission is the final filing | No |
| 2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-01-01 | Plan is a collectively bargained plan | No |
| 2016-01-01 | Plan funding arrangement – Insurance | Yes |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: IRELAND, STAPLETON, PRYOR & PASCOE, P.C. 401K PROFIT SHARING PLAN AND TRUST 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Submission has been amended | No |
| 2015-01-01 | This submission is the final filing | No |
| 2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-01-01 | Plan is a collectively bargained plan | No |
| 2015-01-01 | Plan funding arrangement – Insurance | Yes |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: IRELAND, STAPLETON, PRYOR & PASCOE, P.C. 401K PROFIT SHARING PLAN AND TRUST 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 |
| 2010: IRELAND, STAPLETON, PRYOR & PASCOE, P.C. 401K PROFIT SHARING PLAN AND TRUST 2010 form 5500 responses |
|---|
| 2010-02-01 | Type of plan entity | Single employer plan |
| 2010-02-01 | Submission has been amended | No |
| 2010-02-01 | This submission is the final filing | No |
| 2010-02-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2010-02-01 | Plan is a collectively bargained plan | No |
| 2010-02-01 | Plan funding arrangement – Trust | Yes |
| 2010-02-01 | Plan benefit arrangement - Trust | Yes |
| 2009: IRELAND, STAPLETON, PRYOR & PASCOE, P.C. 401K PROFIT SHARING PLAN AND TRUST 2009 form 5500 responses |
|---|
| 2009-02-01 | Type of plan entity | Single employer plan |
| 2009-02-01 | Submission has been amended | No |
| 2009-02-01 | This submission is the final filing | No |
| 2009-02-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-02-01 | Plan is a collectively bargained plan | No |
| 2009-02-01 | Plan funding arrangement – Trust | Yes |
| 2009-02-01 | Plan benefit arrangement - Trust | Yes |
| 2008: IRELAND, STAPLETON, PRYOR & PASCOE, P.C. 401K PROFIT SHARING PLAN AND TRUST 2008 form 5500 responses |
|---|
| 2008-02-01 | Type of plan entity | Single employer plan |
| 2008-02-01 | Submission has been amended | Yes |
| 2008-02-01 | This submission is the final filing | No |
| 2008-02-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2008-02-01 | Plan is a collectively bargained plan | No |
| 2008-02-01 | Plan funding arrangement – Trust | Yes |
| 2008-02-01 | Plan benefit arrangement - Trust | Yes |
| TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 ) |
| Policy contract number | 804659-000 |
| Policy instance | 1 |
| Insurance contract or identification number | 804659-000 | | Number of Individuals Covered | 0 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $855 | | 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 | | Amount paid for insurance broker fees | 855 | | Additional information about fees paid to insurance broker | THIRD PARTY ADMINISTRATION FEES | | Insurance broker organization code? | 5 | | Insurance broker name | HUNTER BENEFITS CONSULTING GROUP |
|
| GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 ) |
| Policy contract number | 502588-01 |
| Policy instance | 2 |
| Insurance contract or identification number | 502588-01 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | 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 |
|
| TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 ) |
| Policy contract number | 804659-000 |
| Policy instance | 1 |
| Insurance contract or identification number | 804659-000 | | Number of Individuals Covered | 48 | | Insurance policy start date | 2015-01-01 | | Insurance policy end date | 2015-12-31 | | Total amount of commissions paid to insurance broker | USD $1,575 | | Total amount of fees paid to insurance company | USD $1,001 | | 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 |
|
| TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 ) |
| Policy contract number | 804659-000 |
| Policy instance | 1 |
| Insurance contract or identification number | 804659-000 | | Number of Individuals Covered | 46 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Total amount of commissions paid to insurance broker | USD $9,014 | | Total amount of fees paid to insurance company | USD $2,793 | | 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 $9,014 | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 2793 | | Additional information about fees paid to insurance broker | COMPLIANCE CONSULTING | | Insurance broker name | HUNTER BENEFITS CONSULTING GROUP |
|
