TECHNOLOGY ACCOUNTING AND BUSINESS SERVICES has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan TECHNOLOGY ACCOUNTING AND BUSINESS SERVICES
| Measure | Date | Value |
|---|
| 2019: TECHNOLOGY ACCOUNTING AND BUSINESS SERVICES 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 1 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 1 |
| Total of all active and inactive participants | 2019-01-01 | 1 |
| Total participants | 2019-01-01 | 1 |
| Number of participants with account balances | 2019-01-01 | 1 |
| 2018: TECHNOLOGY ACCOUNTING AND BUSINESS SERVICES 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 1 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 1 |
| Total of all active and inactive participants | 2018-01-01 | 1 |
| Total participants | 2018-01-01 | 1 |
| Number of participants with account balances | 2018-01-01 | 1 |
| 2017: TECHNOLOGY ACCOUNTING AND BUSINESS SERVICES 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 1 |
| Total of all active and inactive participants | 2017-01-01 | 1 |
| Total participants | 2017-01-01 | 1 |
| Number of participants with account balances | 2017-01-01 | 1 |
| 2016: TECHNOLOGY ACCOUNTING AND BUSINESS SERVICES 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 2 |
| Total of all active and inactive participants | 2016-01-01 | 2 |
| Total participants | 2016-01-01 | 2 |
| Number of participants with account balances | 2016-01-01 | 2 |
| 2015: TECHNOLOGY ACCOUNTING AND BUSINESS SERVICES 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 2 |
| Total of all active and inactive participants | 2015-01-01 | 2 |
| Total participants | 2015-01-01 | 2 |
| Number of participants with account balances | 2015-01-01 | 2 |
| 2014: TECHNOLOGY ACCOUNTING AND BUSINESS SERVICES 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 2 |
| Total of all active and inactive participants | 2014-01-01 | 2 |
| Total participants | 2014-01-01 | 2 |
| Number of participants with account balances | 2014-01-01 | 2 |
| 2013: TECHNOLOGY ACCOUNTING AND BUSINESS SERVICES 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 2 |
| Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
| Total of all active and inactive participants | 2013-01-01 | 2 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
| Total participants | 2013-01-01 | 2 |
| Number of participants with account balances | 2013-01-01 | 2 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
| 2012: TECHNOLOGY ACCOUNTING AND BUSINESS SERVICES 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 2 |
| Total of all active and inactive participants | 2012-01-01 | 2 |
| Total participants | 2012-01-01 | 2 |
| Number of participants with account balances | 2012-01-01 | 2 |
| 2011: TECHNOLOGY ACCOUNTING AND BUSINESS SERVICES 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 2 |
| Total of all active and inactive participants | 2011-01-01 | 2 |
| Total participants | 2011-01-01 | 2 |
| Number of participants with account balances | 2011-01-01 | 2 |
| 2009: TECHNOLOGY ACCOUNTING AND BUSINESS SERVICES 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 2 |
| Total of all active and inactive participants | 2009-01-01 | 2 |
| Total participants | 2009-01-01 | 2 |
| Number of participants with account balances | 2009-01-01 | 2 |
| Measure | Date | Value |
|---|
| 2019 : TECHNOLOGY ACCOUNTING AND BUSINESS SERVICES 2019 401k financial data |
|---|
| Transfers to/from the plan | 2019-12-31 | $0 |
| Total income from all sources | 2019-12-31 | $2,733 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $0 |
| Total plan assets at end of year | 2019-12-31 | $13,220 |
| Total plan assets at beginning of year | 2019-12-31 | $10,487 |
| Noncash contributions received | 2019-12-31 | $2,733 |
| Net income (gross income less expenses) | 2019-12-31 | $2,733 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $13,220 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $10,487 |
| 2018 : TECHNOLOGY ACCOUNTING AND BUSINESS SERVICES 2018 401k financial data |
|---|
| Total income from all sources | 2018-12-31 | $0 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $915 |
| Total plan assets at end of year | 2018-12-31 | $10,484 |
| Total plan assets at beginning of year | 2018-12-31 | $11,399 |
| Expenses. Other expenses not covered elsewhere | 2018-12-31 | $915 |
| Other income received | 2018-12-31 | $0 |
| Net income (gross income less expenses) | 2018-12-31 | $-915 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $10,484 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $11,399 |
| 2017 : TECHNOLOGY ACCOUNTING AND BUSINESS SERVICES 2017 401k financial data |
|---|
| Total income from all sources | 2017-12-31 | $2,017 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $1,860 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $1,860 |
| Total plan assets at end of year | 2017-12-31 | $11,399 |
| Total plan assets at beginning of year | 2017-12-31 | $11,242 |
| Noncash contributions received | 2017-12-31 | $2,017 |
| Net income (gross income less expenses) | 2017-12-31 | $157 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $11,399 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $11,242 |
| 2016 : TECHNOLOGY ACCOUNTING AND BUSINESS SERVICES 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $857 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $0 |
| Total plan assets at end of year | 2016-12-31 | $11,242 |
| Total plan assets at beginning of year | 2016-12-31 | $10,385 |
| Noncash contributions received | 2016-12-31 | $857 |
| Net income (gross income less expenses) | 2016-12-31 | $857 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $11,242 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $10,385 |
| 2015 : TECHNOLOGY ACCOUNTING AND BUSINESS SERVICES 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $297 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $18,750 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $18,750 |
| Total plan assets at end of year | 2015-12-31 | $10,529 |
| Total plan assets at beginning of year | 2015-12-31 | $28,982 |
| Noncash contributions received | 2015-12-31 | $297 |
| Net income (gross income less expenses) | 2015-12-31 | $-18,453 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $10,529 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $28,982 |
| 2014 : TECHNOLOGY ACCOUNTING AND BUSINESS SERVICES 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $0 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $14,711 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $14,711 |
| Total plan assets at end of year | 2014-12-31 | $28,998 |
| Total plan assets at beginning of year | 2014-12-31 | $43,709 |
| Net income (gross income less expenses) | 2014-12-31 | $-14,711 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $28,998 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $43,709 |
| Assets. Value of participant loans | 2014-12-31 | $0 |
| 2013 : TECHNOLOGY ACCOUNTING AND BUSINESS SERVICES 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $7,750 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $15,000 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $15,000 |
| Total plan assets at end of year | 2013-12-31 | $40,957 |
| Total plan assets at beginning of year | 2013-12-31 | $48,207 |
| Other income received | 2013-12-31 | $7,750 |
| Net income (gross income less expenses) | 2013-12-31 | $-7,250 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $40,957 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $48,207 |
| Assets. Value of participant loans | 2013-12-31 | $10,854 |
| 2012 : TECHNOLOGY ACCOUNTING AND BUSINESS SERVICES 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $4,426 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $5,001 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $5,000 |
| Total plan assets at end of year | 2012-12-31 | $48,207 |
| Total plan assets at beginning of year | 2012-12-31 | $48,780 |
| Expenses. Other expenses not covered elsewhere | 2012-12-31 | $1 |
| Other income received | 2012-12-31 | $4,426 |
| Net income (gross income less expenses) | 2012-12-31 | $-575 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $48,207 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $48,780 |
| Assets. Value of participant loans | 2012-12-31 | $10,416 |
| 2011 : TECHNOLOGY ACCOUNTING AND BUSINESS SERVICES 2011 401k financial data |
|---|
| Expenses. Total of all expenses incurred | 2011-12-31 | $6,613 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $6,000 |
| Total plan assets at end of year | 2011-12-31 | $48,780 |
| Total plan assets at beginning of year | 2011-12-31 | $55,393 |
| Expenses. Other expenses not covered elsewhere | 2011-12-31 | $613 |
| Net income (gross income less expenses) | 2011-12-31 | $-6,613 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $48,780 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $55,393 |
| Assets. Value of participant loans | 2011-12-31 | $14,305 |
| 2010 : TECHNOLOGY ACCOUNTING AND BUSINESS SERVICES 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $5,315 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $0 |
| Total plan assets at end of year | 2010-12-31 | $54,989 |
| Total plan assets at beginning of year | 2010-12-31 | $49,674 |
| Noncash contributions received | 2010-12-31 | $5,315 |
| Net income (gross income less expenses) | 2010-12-31 | $5,315 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $54,989 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $49,674 |
| Value of certain deemed distributions of participant loans | 2010-12-31 | $0 |
| 2019: TECHNOLOGY ACCOUNTING AND BUSINESS SERVICES 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Submission has been amended | No |
| 2019-01-01 | This submission is the final filing | No |
| 2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-01-01 | Plan is a collectively bargained plan | No |
| 2019-01-01 | Plan funding arrangement – Insurance | Yes |
| 2019-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2018: TECHNOLOGY ACCOUNTING AND BUSINESS SERVICES 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Submission has been amended | No |
| 2018-01-01 | This submission is the final filing | No |
| 2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-01-01 | Plan is a collectively bargained plan | No |
| 2018-01-01 | Plan funding arrangement – Insurance | Yes |
| 2018-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2017: TECHNOLOGY ACCOUNTING AND BUSINESS SERVICES 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 benefit arrangement – Insurance | Yes |
| 2016: TECHNOLOGY ACCOUNTING AND BUSINESS SERVICES 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 benefit arrangement – Insurance | Yes |
| 2015: TECHNOLOGY ACCOUNTING AND BUSINESS SERVICES 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 benefit arrangement – Insurance | Yes |
| 2014: TECHNOLOGY ACCOUNTING AND BUSINESS SERVICES 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 benefit arrangement – Insurance | Yes |
| 2013: TECHNOLOGY ACCOUNTING AND BUSINESS SERVICES 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 benefit arrangement – Insurance | Yes |
| 2012: TECHNOLOGY ACCOUNTING AND BUSINESS SERVICES 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 benefit arrangement – Insurance | Yes |
| 2011: TECHNOLOGY ACCOUNTING AND BUSINESS SERVICES 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 – Insurance | Yes |
| 2011-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2009: TECHNOLOGY ACCOUNTING AND BUSINESS SERVICES 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | Yes |
| 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 – Insurance | Yes |
| 2009-01-01 | Plan benefit arrangement – Insurance | Yes |
| ZURICH AMERICAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 90537 ) |
| Policy contract number | W0258 |
| Policy instance | 1 |
| Insurance contract or identification number | W0258 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 | | Are there contracts with allocated funds for individual policies? | 1 | | 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 |
|
| ZURICH AMERICAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 90537 ) |
| Policy contract number | W0258 |
| Policy instance | 1 |
| Insurance contract or identification number | W0258 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | Are there contracts with allocated funds for individual policies? | 1 | | 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 |
|
| ZURICH AMERICAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 90537 ) |
| Policy contract number | W0258 |
| Policy instance | 1 |
| Insurance contract or identification number | W0258 | | 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? | 1 | | 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 |
|
| ZURICH AMERICAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 90537 ) |
| Policy contract number | JAMES H STUART |
| Policy instance | 1 |
| Insurance contract or identification number | JAMES H STUART | | Number of Individuals Covered | 2 | | Insurance policy start date | 2015-01-01 | | Insurance policy end date | 2015-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | Yes | | 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 $0 | | Amount paid for insurance broker fees | 0 | | Insurance broker name | JAMES H STUART |
|
| ZURICH AMERICAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 90537 ) |
| Policy contract number | W0258 |
| Policy instance | 1 |
| Insurance contract or identification number | W0258 | | Number of Individuals Covered | 2 | | 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 | | 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 |
|
| ZURICH AMERICAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 90537 ) |
| Policy contract number | W0258 |
| Policy instance | 1 |
| Insurance contract or identification number | W0258 | | Number of Individuals Covered | 2 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | Yes | | 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 |
|
| ZURICH AMERICAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 90537 ) |
| Policy contract number | W0258 |
| Policy instance | 1 |
| Insurance contract or identification number | W0258 | | Number of Individuals Covered | 2 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Total amount of commissions paid to insurance broker | USD $1 | | Total amount of fees paid to insurance company | USD $1 | | Are there contracts with allocated funds for individual policies? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1 | | Amount paid for insurance broker fees | 1 | | Additional information about fees paid to insurance broker | COMMISSION | | Insurance broker name | JAMES H STUART |
|
| ZURICH AMERICAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 90537 ) |
| Policy contract number | W0258 |
| Policy instance | 1 |
| Insurance contract or identification number | W0258 | | Number of Individuals Covered | 2 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | Total amount of commissions paid to insurance broker | USD $1 | | Total amount of fees paid to insurance company | USD $1 | | Are there contracts with allocated funds for individual policies? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| ZURICH AMERICAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 90537 ) |
| Policy contract number | W0258 |
| Policy instance | 1 |
| Insurance contract or identification number | W0258 | | Number of Individuals Covered | 2 | | Insurance policy start date | 2010-01-01 | | Insurance policy end date | 2010-12-31 | | Total amount of commissions paid to insurance broker | USD $1 | | Total amount of fees paid to insurance company | USD $1 | | Are there contracts with allocated funds for individual policies? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1 | | Amount paid for insurance broker fees | 1 | | Additional information about fees paid to insurance broker | COMMISSIONS | | Insurance broker name | JAMES H STUART |
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