MESA-TEMPE ALLERGY & ASTHMA CLINIC, P.C. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan MESA-TEMPE ALLERGY & ASTHMA CLINIC, P.C. PENSION PLAN
401k plan membership statisitcs for MESA-TEMPE ALLERGY & ASTHMA CLINIC, P.C. PENSION PLAN
| Measure | Date | Value |
|---|
| 2016: MESA-TEMPE ALLERGY & ASTHMA CLINIC, P.C. PENSION PLAN 2016 401k membership |
|---|
| Market value of plan assets | 2016-12-31 | 2,607,478 |
| Acturial value of plan assets | 2016-12-31 | 2,607,478 |
| Funding target for retired participants and beneficiaries receiving payment | 2016-12-31 | 0 |
| Number of terminated vested participants | 2016-12-31 | 0 |
| Fundng target for terminated vested participants | 2016-12-31 | 0 |
| Active participant vested funding target | 2016-12-31 | 2,529,521 |
| Number of active participants | 2016-12-31 | 6 |
| Total funding liabilities for active participants | 2016-12-31 | 2,529,521 |
| Total participant count | 2016-12-31 | 6 |
| Total funding target for all participants | 2016-12-31 | 2,529,521 |
| Balance at beginning of prior year after applicable adjustments | 2016-12-31 | 0 |
| Prefunding balance at beginning of prior year after applicable adjustments | 2016-12-31 | 1,260 |
| Carryover balanced portion elected for use to offset prior years funding requirement | 2016-12-31 | 0 |
| Prefunding balanced used to offset prior years funding requirement | 2016-12-31 | 0 |
| Amount remaining of carryover balance | 2016-12-31 | 0 |
| Amount remaining of prefunding balance | 2016-12-31 | 1,260 |
| Present value of excess contributions | 2016-12-31 | 43,673 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2016-12-31 | 43,673 |
| Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2016-12-31 | 0 |
| Reductions in caryover balances due to elections or deemed elections | 2016-12-31 | 0 |
| Reductions in prefunding balances due to elections or deemed elections | 2016-12-31 | 0 |
| Balance of carryovers at beginning of current year | 2016-12-31 | 0 |
| Balance of prefunding at beginning of current year | 2016-12-31 | 1,238 |
| Total employer contributions | 2016-12-31 | 0 |
| Total employee contributions | 2016-12-31 | 0 |
| Contributions allocated toward unpaid minimum require contributions from prior years | 2016-12-31 | 0 |
| Contributions made to avoid restrictions adjusted to valuation date | 2016-12-31 | 0 |
| Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2016-12-31 | 0 |
| Liquidity shortfalls end of Q1 | 2016-12-31 | 0 |
| Liquidity shortfalls end of Q2 | 2016-12-31 | 0 |
| Liquidity shortfalls end of Q3 | 2016-12-31 | 0 |
| Liquidity shortfalls end of Q4 | 2016-12-31 | 0 |
| Unpaid minimum required contributions for all prior years | 2016-12-31 | 0 |
| iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2016-12-31 | 0 |
| Remaining amount of unpaid minimum required contributions | 2016-12-31 | 0 |
| Minimum required contributions for current year target normal cost | 2016-12-31 | 0 |
| Net shortfall amortization installment of oustanding balance | 2016-12-31 | 0 |
| Waiver amortization installment | 2016-12-31 | 0 |
| Waived amount of outstanding balance | 2016-12-31 | 0 |
| Total funding amount beforereflecting carryover/prefunding balances | 2016-12-31 | 0 |
| Carryover balance elected to use to offset funding requirement | 2016-12-31 | 0 |
| Prefunding balance elected to use to offset funding requirement | 2016-12-31 | 0 |
| Additional cash requirement | 2016-12-31 | 0 |
| Contributions allocatedtoward minimum required contributions for current year | 2016-12-31 | 0 |
| Unpaid minimum required contributions for current year | 2016-12-31 | 0 |
| Unpaid minimum required contributions for all years | 2016-12-31 | 0 |
| Total participants, beginning-of-year | 2016-01-01 | 7 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 0 |
| 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 | 0 |
| Total of all active and inactive participants | 2016-01-01 | 0 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
| Total participants | 2016-01-01 | 0 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
| 2015: MESA-TEMPE ALLERGY & ASTHMA CLINIC, P.C. PENSION PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 7 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 7 |
| 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 | 0 |
| Total of all active and inactive participants | 2015-01-01 | 7 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
| Total participants | 2015-01-01 | 7 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
| 2014: MESA-TEMPE ALLERGY & ASTHMA CLINIC, P.C. PENSION PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 6 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 6 |
| 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 | 6 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
| Total participants | 2014-01-01 | 6 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
| 2013: MESA-TEMPE ALLERGY & ASTHMA CLINIC, P.C. PENSION PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 7 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 6 |
| 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 | 6 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
| Total participants | 2013-01-01 | 6 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
| 2012: MESA-TEMPE ALLERGY & ASTHMA CLINIC, P.C. PENSION PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 7 |
| 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 | 0 |
| Total of all active and inactive participants | 2012-01-01 | 7 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
| Total participants | 2012-01-01 | 7 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
| 2011: MESA-TEMPE ALLERGY & ASTHMA CLINIC, P.C. PENSION PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 7 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 3 |
| 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 | 0 |
| Total of all active and inactive participants | 2011-01-01 | 3 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
| Total participants | 2011-01-01 | 3 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
| 2010: MESA-TEMPE ALLERGY & ASTHMA CLINIC, P.C. PENSION PLAN 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-01-01 | 8 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 3 |
| 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 | 4 |
| Total of all active and inactive participants | 2010-01-01 | 7 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
| Total participants | 2010-01-01 | 7 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 0 |
| 2009: MESA-TEMPE ALLERGY & ASTHMA CLINIC, P.C. PENSION PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 7 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 6 |
| 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 | 2 |
| Total of all active and inactive participants | 2009-01-01 | 8 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
| Total participants | 2009-01-01 | 8 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2016 : MESA-TEMPE ALLERGY & ASTHMA CLINIC, P.C. PENSION PLAN 2016 401k financial data |
|---|
| Total plan liabilities at end of year | 2016-12-31 | $0 |
| Total plan liabilities at beginning of year | 2016-12-31 | $0 |
| Total income from all sources | 2016-12-31 | $51,831 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $3,228,199 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $3,221,796 |
| Total plan assets at end of year | 2016-12-31 | $0 |
| Total plan assets at beginning of year | 2016-12-31 | $3,176,368 |
| Value of fidelity bond covering the plan | 2016-12-31 | $320,000 |
| Total contributions received or receivable from participants | 2016-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2016-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2016-12-31 | $0 |
| Other income received | 2016-12-31 | $51,831 |
| Net income (gross income less expenses) | 2016-12-31 | $-3,176,368 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $3,176,368 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $6,403 |
| 2015 : MESA-TEMPE ALLERGY & ASTHMA CLINIC, P.C. PENSION PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $-7,299 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $16,375 |
| Total plan assets at end of year | 2015-12-31 | $3,176,368 |
| Total plan assets at beginning of year | 2015-12-31 | $3,200,042 |
| Value of fidelity bond covering the plan | 2015-12-31 | $320,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2015-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2015-12-31 | $0 |
| Other income received | 2015-12-31 | $-55,799 |
| Net income (gross income less expenses) | 2015-12-31 | $-23,674 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $3,176,368 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $3,200,042 |
| Assets. Value of assets in partnership/joint-venture interests | 2015-12-31 | $78,354 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $48,500 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $16,375 |
| 2014 : MESA-TEMPE ALLERGY & ASTHMA CLINIC, P.C. PENSION PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $261,741 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $8,553 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $8,553 |
| Total plan assets at end of year | 2014-12-31 | $3,200,042 |
| Total plan assets at beginning of year | 2014-12-31 | $2,946,854 |
| Value of fidelity bond covering the plan | 2014-12-31 | $300,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2014-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2014-12-31 | $0 |
| Other income received | 2014-12-31 | $191,741 |
| Net income (gross income less expenses) | 2014-12-31 | $253,188 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $3,200,042 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $2,946,854 |
| Assets. Value of assets in partnership/joint-venture interests | 2014-12-31 | $386,006 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $70,000 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $0 |
| 2013 : MESA-TEMPE ALLERGY & ASTHMA CLINIC, P.C. PENSION PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $321,686 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $1,125 |
| Total plan assets at end of year | 2013-12-31 | $2,946,854 |
| Total plan assets at beginning of year | 2013-12-31 | $2,626,293 |
| Value of fidelity bond covering the plan | 2013-12-31 | $250,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2013-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2013-12-31 | $0 |
| Other income received | 2013-12-31 | $251,686 |
| Net income (gross income less expenses) | 2013-12-31 | $320,561 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $2,946,854 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $2,626,293 |
| Assets. Value of assets in partnership/joint-venture interests | 2013-12-31 | $116,320 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $70,000 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $1,125 |
| 2012 : MESA-TEMPE ALLERGY & ASTHMA CLINIC, P.C. PENSION PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $165,393 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $1,396 |
| Total plan assets at end of year | 2012-12-31 | $2,626,293 |
| Total plan assets at beginning of year | 2012-12-31 | $2,462,296 |
| Value of fidelity bond covering the plan | 2012-12-31 | $250,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2012-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2012-12-31 | $0 |
| Other income received | 2012-12-31 | $39,393 |
| Net income (gross income less expenses) | 2012-12-31 | $163,997 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $2,626,293 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $2,462,296 |
| Assets. Value of assets in partnership/joint-venture interests | 2012-12-31 | $198,379 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $126,000 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $1,396 |
| 2011 : MESA-TEMPE ALLERGY & ASTHMA CLINIC, P.C. PENSION PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $-5,544 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $82,711 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $82,385 |
| Total plan assets at end of year | 2011-12-31 | $2,462,296 |
| Total plan assets at beginning of year | 2011-12-31 | $2,550,551 |
| Value of fidelity bond covering the plan | 2011-12-31 | $250,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2011-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2011-12-31 | $0 |
| Other income received | 2011-12-31 | $-163,544 |
| Net income (gross income less expenses) | 2011-12-31 | $-88,255 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $2,462,296 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $2,550,551 |
| Assets. Value of assets in partnership/joint-venture interests | 2011-12-31 | $65,017 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $158,000 |
| Value of certain deemed distributions of participant loans | 2011-12-31 | $326 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $0 |
| 2010 : MESA-TEMPE ALLERGY & ASTHMA CLINIC, P.C. PENSION PLAN 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $412,948 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $12,958 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $12,602 |
| Total plan assets at end of year | 2010-12-31 | $2,550,551 |
| Total plan assets at beginning of year | 2010-12-31 | $2,150,561 |
| Value of fidelity bond covering the plan | 2010-12-31 | $250,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2010-12-31 | $0 |
| Other income received | 2010-12-31 | $225,948 |
| Net income (gross income less expenses) | 2010-12-31 | $399,990 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $2,550,551 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $2,150,561 |
| Assets. Value of assets in partnership/joint-venture interests | 2010-12-31 | $85,374 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $187,000 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $356 |
| 2016: MESA-TEMPE ALLERGY & ASTHMA CLINIC, P.C. PENSION 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 | Yes |
| 2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-01-01 | Plan is a collectively bargained plan | No |
| 2016-01-01 | Plan funding arrangement – Insurance | Yes |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: MESA-TEMPE ALLERGY & ASTHMA CLINIC, P.C. PENSION PLAN 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Submission has been amended | No |
| 2015-01-01 | This submission is the final filing | No |
| 2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-01-01 | Plan is a collectively bargained plan | No |
| 2015-01-01 | Plan funding arrangement – Insurance | Yes |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2014: MESA-TEMPE ALLERGY & ASTHMA CLINIC, P.C. PENSION PLAN 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Submission has been amended | No |
| 2014-01-01 | This submission is the final filing | No |
| 2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-01-01 | Plan is a collectively bargained plan | No |
| 2014-01-01 | Plan funding arrangement – Insurance | Yes |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: MESA-TEMPE ALLERGY & ASTHMA CLINIC, P.C. PENSION PLAN 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Submission has been amended | No |
| 2013-01-01 | This submission is the final filing | No |
| 2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-01-01 | Plan is a collectively bargained plan | No |
| 2013-01-01 | Plan funding arrangement – Insurance | Yes |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: MESA-TEMPE ALLERGY & ASTHMA CLINIC, P.C. PENSION PLAN 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Submission has been amended | No |
| 2012-01-01 | This submission is the final filing | No |
| 2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-01-01 | Plan is a collectively bargained plan | No |
| 2012-01-01 | Plan funding arrangement – Insurance | Yes |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: MESA-TEMPE ALLERGY & ASTHMA CLINIC, P.C. PENSION 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: MESA-TEMPE ALLERGY & ASTHMA CLINIC, P.C. PENSION 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: MESA-TEMPE ALLERGY & ASTHMA CLINIC, P.C. PENSION 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 |
| JACKSON NATIONAL (National Association of Insurance Commissioners NAIC id number: 65056 ) |
| Policy contract number | 1012011446 |
| Policy instance | 1 |
| Insurance contract or identification number | 1012011446 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2016-01-01 | | Insurance policy end date | 2016-12-31 |
|
| PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 ) |
| Policy contract number | E1492032 |
| Policy instance | 2 |
| Insurance contract or identification number | E1492032 |
|
| PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 ) |
| Policy contract number | E1492032 |
| Policy instance | 1 |
| Insurance contract or identification number | E1492032 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2015-01-01 | | Insurance policy end date | 2015-01-01 |
|
| JACKSON NATIONAL (National Association of Insurance Commissioners NAIC id number: 65056 ) |
| Policy contract number | 1012011446 |
| Policy instance | 2 |
| Insurance contract or identification number | 1012011446 |
|
| PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 ) |
| Policy contract number | E1492032 |
| Policy instance | 1 |
| Insurance contract or identification number | E1492032 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Insurance broker organization code? | 3 | | Insurance broker name | DAVID JEFFRESS |
|
| JACKSON NATIONAL (National Association of Insurance Commissioners NAIC id number: 65056 ) |
| Policy contract number | 1012011446 |
| Policy instance | 2 |
| Insurance contract or identification number | 1012011446 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 |
|
| PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 ) |
| Policy contract number | E1492032 |
| Policy instance | 2 |
| Insurance contract or identification number | E1492032 | | Number of Individuals Covered | 3 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | Total amount of commissions paid to insurance broker | USD $20,926 | | Commission paid to Insurance Broker | USD $20,926 | | Insurance broker organization code? | 3 | | Insurance broker name | DAVID JEFFRESS |
|
| JACKSON NATIONAL (National Association of Insurance Commissioners NAIC id number: 65056 ) |
| Policy contract number | 1012011446 |
| Policy instance | 1 |
| Insurance contract or identification number | 1012011446 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | Are there contracts with allocated funds for individual policies? | Yes | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Insurance broker organization code? | 3 | | Insurance broker name | DAVID ALAN JEFFRESS |
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| JACKSON NATIONAL (National Association of Insurance Commissioners NAIC id number: 65056 ) |
| Policy contract number | 1012011446 |
| Policy instance | 3 |
| Insurance contract or identification number | 1012011446 | | Number of Individuals Covered | 3 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | Total amount of commissions paid to insurance broker | USD $0 |
|
| JACKSON NATIONAL (National Association of Insurance Commissioners NAIC id number: 65056 ) |
| Policy contract number | 1012011446 |
| Policy instance | 1 |
| Insurance contract or identification number | 1012011446 | | Number of Individuals Covered | 3 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Total amount of commissions paid to insurance broker | USD $700,000 | | Total amount of fees paid to insurance company | USD $28,000 | | Are there contracts with allocated funds for individual policies? | Yes | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Commission paid to Insurance Broker | USD $700,000 | | Amount paid for insurance broker fees | 28000 | | Additional information about fees paid to insurance broker | COMMISSION | | Insurance broker organization code? | 3 | | Insurance broker name | DAVID ALAN JEFFRESS |
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