Logo

UTAH FOOD SERVICES, INC. 401(K) PLAN 401k Plan overview

Plan NameUTAH FOOD SERVICES, INC. 401(K) PLAN
Plan identification number 004

UTAH FOOD SERVICES, INC. 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.

401k Sponsoring company profile

UTAH FOOD SERVICES, INC. has sponsored the creation of one or more 401k plans.

Company Name:UTAH FOOD SERVICES, INC.
Employer identification number (EIN):870525632
NAIC Classification:722300
NAIC Description: Special Food Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UTAH FOOD SERVICES, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0042022-01-01
0042021-01-01ROBERT SULLIVAN2022-10-16
0042020-01-01ROBERT SULLIVAN2021-10-10
0042019-01-01
0042018-01-01
0042017-01-01
0042016-01-01KERRY SULLIVAN2017-07-28
0042015-01-01KERRY SULLIVAN2016-06-29
0042014-01-01BOYD FROST2015-07-22
0042013-01-01BOYD FROST
0042012-01-01BOYD FROST KERRY SULLIVAN2013-10-10
0042011-01-01BOYD FROST KERRY SULLIVAN2012-10-09
0042009-01-01BOYD FROST KERRY SULLIVAN2010-10-05

Plan Statistics for UTAH FOOD SERVICES, INC. 401(K) PLAN

401k plan membership statisitcs for UTAH FOOD SERVICES, INC. 401(K) PLAN

Measure Date Value
2021: UTAH FOOD SERVICES, INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01112
Total number of active participants reported on line 7a of the Form 55002021-01-0148
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0134
Total of all active and inactive participants2021-01-0182
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-0182
Number of participants with account balances2021-01-0170
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: UTAH FOOD SERVICES, INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01166
Total number of active participants reported on line 7a of the Form 55002020-01-0134
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0177
Total of all active and inactive participants2020-01-01111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01111
Number of participants with account balances2020-01-0185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0111
2013: UTAH FOOD SERVICES, INC. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0184
Total number of active participants reported on line 7a of the Form 55002013-01-0187
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-0187
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0187
Number of participants with account balances2013-01-0187
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: UTAH FOOD SERVICES, INC. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0194
Total number of active participants reported on line 7a of the Form 55002012-01-0184
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-0184
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0184
Number of participants with account balances2012-01-0184
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: UTAH FOOD SERVICES, INC. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0197
Total number of active participants reported on line 7a of the Form 55002011-01-0194
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-0194
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0194
Number of participants with account balances2011-01-0187
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: UTAH FOOD SERVICES, INC. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0194
Total number of active participants reported on line 7a of the Form 55002009-01-01101
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-01101
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01101
Number of participants with account balances2009-01-01101
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on UTAH FOOD SERVICES, INC. 401(K) PLAN

Measure Date Value
2021 : UTAH FOOD SERVICES, INC. 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$949,254
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$395,238
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$362,666
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$39,549
Value of total assets at end of year2021-12-31$8,936,909
Value of total assets at beginning of year2021-12-31$8,382,893
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$32,572
Total interest from all sources2021-12-31$51,546
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
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$30,043
Participant contributions at end of year2021-12-31$4,808
Participant contributions at beginning of year2021-12-31$60,073
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$554,016
Value of net assets at end of year (total assets less liabilities)2021-12-31$8,936,909
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$8,382,893
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 pooled separate accounts at end of year2021-12-31$6,236,105
Value of interest in pooled separate accounts at beginning of year2021-12-31$5,931,919
Interest on participant loans2021-12-31$7,002
Interest earned on other investments2021-12-31$44,544
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$2,695,996
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$2,390,901
Net investment gain/loss from pooled separate accounts2021-12-31$858,159
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 contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$9,506
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$362,666
Contract administrator fees2021-12-31$32,572
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 name2021-12-31COOPER SAVAS LLC
Accountancy firm EIN2021-12-31275169784
2020 : UTAH FOOD SERVICES, INC. 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$1,629,046
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$7,776,553
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$7,740,171
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$769,590
Value of total assets at end of year2020-12-31$8,382,893
Value of total assets at beginning of year2020-12-31$14,530,400
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$36,382
Total interest from all sources2020-12-31$50,571
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$110,647
Participant contributions at end of year2020-12-31$60,073
Participant contributions at beginning of year2020-12-31$195,646
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$38,836
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$-6,147,507
Value of net assets at end of year (total assets less liabilities)2020-12-31$8,382,893
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$14,530,400
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 pooled separate accounts at end of year2020-12-31$5,931,919
Value of interest in pooled separate accounts at beginning of year2020-12-31$13,421,405
Interest on participant loans2020-12-31$5,243
Interest earned on other investments2020-12-31$45,328
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$2,390,901
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$913,349
Net investment gain/loss from pooled separate accounts2020-12-31$808,885
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 contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$620,107
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$7,740,171
Contract administrator fees2020-12-31$36,382
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 plan2020-12-31Disclaimer
Accountancy firm name2020-12-31COOPER SAVAS LLC
Accountancy firm EIN2020-12-31870525632
2013 : UTAH FOOD SERVICES, INC. 401(K) PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$2,260,963
Expenses. Total of all expenses incurred2013-12-31$302,829
Benefits paid (including direct rollovers)2013-12-31$301,724
Total plan assets at end of year2013-12-31$8,082,079
Total plan assets at beginning of year2013-12-31$6,123,945
Value of fidelity bond covering the plan2013-12-31$500,000
Total contributions received or receivable from participants2013-12-31$200,871
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$1,589,570
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$1,958,134
Net plan assets at end of year (total assets less liabilities)2013-12-31$8,082,079
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$6,123,945
Assets. Value of participant loans2013-12-31$103,312
Total contributions received or receivable from employer(s)2013-12-31$470,522
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$1,105
2012 : UTAH FOOD SERVICES, INC. 401(K) PLAN 2012 401k financial data
Total plan liabilities at end of year2012-12-31$0
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$812,896
Expenses. Total of all expenses incurred2012-12-31$149,979
Benefits paid (including direct rollovers)2012-12-31$149,979
Total plan assets at end of year2012-12-31$6,123,945
Total plan assets at beginning of year2012-12-31$5,461,028
Value of fidelity bond covering the plan2012-12-31$500,000
Total contributions received or receivable from participants2012-12-31$179,548
Other income received2012-12-31$470,474
Net income (gross income less expenses)2012-12-31$662,917
Net plan assets at end of year (total assets less liabilities)2012-12-31$6,123,945
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$5,461,028
Assets. Value of participant loans2012-12-31$51,856
Total contributions received or receivable from employer(s)2012-12-31$162,874
2011 : UTAH FOOD SERVICES, INC. 401(K) PLAN 2011 401k financial data
Total plan liabilities at end of year2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$415,671
Expenses. Total of all expenses incurred2011-12-31$85,651
Benefits paid (including direct rollovers)2011-12-31$85,651
Total plan assets at end of year2011-12-31$5,461,028
Total plan assets at beginning of year2011-12-31$5,131,008
Value of fidelity bond covering the plan2011-12-31$500,000
Total contributions received or receivable from participants2011-12-31$154,941
Other income received2011-12-31$105,203
Net income (gross income less expenses)2011-12-31$330,020
Net plan assets at end of year (total assets less liabilities)2011-12-31$5,461,028
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$5,131,008
Assets. Value of participant loans2011-12-31$197,483
Total contributions received or receivable from employer(s)2011-12-31$155,527
2010 : UTAH FOOD SERVICES, INC. 401(K) PLAN 2010 401k financial data
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$922,069
Expenses. Total of all expenses incurred2010-12-31$128,090
Benefits paid (including direct rollovers)2010-12-31$128,090
Total plan assets at end of year2010-12-31$5,131,008
Total plan assets at beginning of year2010-12-31$4,337,029
Value of fidelity bond covering the plan2010-12-31$500,000
Total contributions received or receivable from participants2010-12-31$153,936
Other income received2010-12-31$607,269
Net income (gross income less expenses)2010-12-31$793,979
Net plan assets at end of year (total assets less liabilities)2010-12-31$5,131,008
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$4,337,029
Assets. Value of participant loans2010-12-31$66,670
Total contributions received or receivable from employer(s)2010-12-31$160,864

Form 5500 Responses for UTAH FOOD SERVICES, INC. 401(K) PLAN

2021: UTAH FOOD SERVICES, INC. 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: UTAH FOOD SERVICES, INC. 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2013: UTAH FOOD SERVICES, INC. 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: UTAH FOOD SERVICES, INC. 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: UTAH FOOD SERVICES, INC. 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: UTAH FOOD SERVICES, INC. 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number801302
Policy instance 1
Insurance contract or identification number801302
Number of Individuals Covered82
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
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 planNo
Contracts With Unallocated Funds Deposit Administration1
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 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
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number801302
Policy instance 1
Insurance contract or identification number801302
Number of Individuals Covered111
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
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 planNo
Contracts With Unallocated Funds Deposit Administration1
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 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
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number808032
Policy instance 1
Insurance contract or identification number808032
Number of Individuals Covered87
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $21,436
Total amount of fees paid to insurance companyUSD $1,105
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 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?No
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
Commission paid to Insurance BrokerUSD $21,436
Insurance broker organization code?3
Insurance broker nameLINSCO PRIVATE LEDGER CORP
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number808032
Policy instance 1
Insurance contract or identification number808032
Number of Individuals Covered84
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $17,386
Commission paid to Insurance BrokerUSD $17,386
Insurance broker organization code?3
Insurance broker nameLINSCO PRIVATE LEDGER CORP.
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPHP284
Policy instance 1
Insurance contract or identification numberPHP284
Number of Individuals Covered97
Insurance policy start date2011-01-01
Insurance policy end date2011-07-15
Total amount of commissions paid to insurance brokerUSD $15,814
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number808032
Policy instance 2
Insurance contract or identification number808032
Number of Individuals Covered94
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $56,724
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPHP284
Policy instance 1
Insurance contract or identification numberPHP284
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $38,281
Commission paid to Insurance BrokerUSD $18,343
Insurance broker organization code?3
Insurance broker nameNRP FINANCIAL, INC.

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1