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TECHNOLOGY ACCOUNTING AND BUSINESS SERVICES 401k Plan overview

Plan NameTECHNOLOGY ACCOUNTING AND BUSINESS SERVICES
Plan identification number 001

TECHNOLOGY ACCOUNTING AND BUSINESS SERVICES Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
  • Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

TECHNOLOGY ACCOUNTING AND BUSINESS SERVICES has sponsored the creation of one or more 401k plans.

Company Name:TECHNOLOGY ACCOUNTING AND BUSINESS SERVICES
Employer identification number (EIN):880431324
NAIC Classification:541600

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TECHNOLOGY ACCOUNTING AND BUSINESS SERVICES

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012019-01-01
0012018-01-01
0012017-01-01LUCRETIA GLIDEWELL LUCRETIA GLIDEWELL2018-09-17
0012016-01-01LUCRETIA GLIDEWELL
0012015-01-01LUCRETIA GLIDEWELL LUCRETIA GLIDEWELL2016-09-14
0012014-01-01LUCRETIA GLIDEWELL LUCRETIA GLIDEWELL2015-09-15
0012013-01-01LUCRETIA GLIDEWELL LUCRETIA GLIDEWELL2014-09-15
0012012-01-01LUCRETIA GLIDEWELL
0012011-01-01LUCRETIA GLIDEWELL
0012009-01-01LUCRETIA GLIDEWELL
0012009-01-01LUCRETIA GLIDEWELL
0012009-01-01LUCRETIA GLIDEWELL

Plan Statistics for TECHNOLOGY ACCOUNTING AND BUSINESS SERVICES

401k plan membership statisitcs for TECHNOLOGY ACCOUNTING AND BUSINESS SERVICES

Measure Date Value
2019: TECHNOLOGY ACCOUNTING AND BUSINESS SERVICES 2019 401k membership
Total participants, beginning-of-year2019-01-011
Total number of active participants reported on line 7a of the Form 55002019-01-011
Total of all active and inactive participants2019-01-011
Total participants2019-01-011
Number of participants with account balances2019-01-011
2018: TECHNOLOGY ACCOUNTING AND BUSINESS SERVICES 2018 401k membership
Total participants, beginning-of-year2018-01-011
Total number of active participants reported on line 7a of the Form 55002018-01-011
Total of all active and inactive participants2018-01-011
Total participants2018-01-011
Number of participants with account balances2018-01-011
2017: TECHNOLOGY ACCOUNTING AND BUSINESS SERVICES 2017 401k membership
Total participants, beginning-of-year2017-01-012
Total number of active participants reported on line 7a of the Form 55002017-01-011
Total of all active and inactive participants2017-01-011
Total participants2017-01-011
Number of participants with account balances2017-01-011
2016: TECHNOLOGY ACCOUNTING AND BUSINESS SERVICES 2016 401k membership
Total participants, beginning-of-year2016-01-012
Total number of active participants reported on line 7a of the Form 55002016-01-012
Total of all active and inactive participants2016-01-012
Total participants2016-01-012
Number of participants with account balances2016-01-012
2015: TECHNOLOGY ACCOUNTING AND BUSINESS SERVICES 2015 401k membership
Total participants, beginning-of-year2015-01-012
Total number of active participants reported on line 7a of the Form 55002015-01-012
Total of all active and inactive participants2015-01-012
Total participants2015-01-012
Number of participants with account balances2015-01-012
2014: TECHNOLOGY ACCOUNTING AND BUSINESS SERVICES 2014 401k membership
Total participants, beginning-of-year2014-01-012
Total number of active participants reported on line 7a of the Form 55002014-01-012
Total of all active and inactive participants2014-01-012
Total participants2014-01-012
Number of participants with account balances2014-01-012
2013: TECHNOLOGY ACCOUNTING AND BUSINESS SERVICES 2013 401k membership
Total participants, beginning-of-year2013-01-012
Total number of active participants reported on line 7a of the Form 55002013-01-012
Number of retired or separated participants receiving benefits2013-01-010
Total of all active and inactive participants2013-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-012
Number of participants with account balances2013-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: TECHNOLOGY ACCOUNTING AND BUSINESS SERVICES 2012 401k membership
Total participants, beginning-of-year2012-01-012
Total number of active participants reported on line 7a of the Form 55002012-01-012
Total of all active and inactive participants2012-01-012
Total participants2012-01-012
Number of participants with account balances2012-01-012
2011: TECHNOLOGY ACCOUNTING AND BUSINESS SERVICES 2011 401k membership
Total participants, beginning-of-year2011-01-012
Total number of active participants reported on line 7a of the Form 55002011-01-012
Total of all active and inactive participants2011-01-012
Total participants2011-01-012
Number of participants with account balances2011-01-012
2009: TECHNOLOGY ACCOUNTING AND BUSINESS SERVICES 2009 401k membership
Total participants, beginning-of-year2009-01-012
Total number of active participants reported on line 7a of the Form 55002009-01-012
Total of all active and inactive participants2009-01-012
Total participants2009-01-012
Number of participants with account balances2009-01-012

Financial Data on TECHNOLOGY ACCOUNTING AND BUSINESS SERVICES

Measure Date Value
2019 : TECHNOLOGY ACCOUNTING AND BUSINESS SERVICES 2019 401k financial data
Transfers to/from the plan2019-12-31$0
Total income from all sources2019-12-31$2,733
Expenses. Total of all expenses incurred2019-12-31$0
Total plan assets at end of year2019-12-31$13,220
Total plan assets at beginning of year2019-12-31$10,487
Noncash contributions received2019-12-31$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 sources2018-12-31$0
Expenses. Total of all expenses incurred2018-12-31$915
Total plan assets at end of year2018-12-31$10,484
Total plan assets at beginning of year2018-12-31$11,399
Expenses. Other expenses not covered elsewhere2018-12-31$915
Other income received2018-12-31$0
Net income (gross income less expenses)2018-12-31$-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 sources2017-12-31$2,017
Expenses. Total of all expenses incurred2017-12-31$1,860
Benefits paid (including direct rollovers)2017-12-31$1,860
Total plan assets at end of year2017-12-31$11,399
Total plan assets at beginning of year2017-12-31$11,242
Noncash contributions received2017-12-31$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 sources2016-12-31$857
Expenses. Total of all expenses incurred2016-12-31$0
Total plan assets at end of year2016-12-31$11,242
Total plan assets at beginning of year2016-12-31$10,385
Noncash contributions received2016-12-31$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 sources2015-12-31$297
Expenses. Total of all expenses incurred2015-12-31$18,750
Benefits paid (including direct rollovers)2015-12-31$18,750
Total plan assets at end of year2015-12-31$10,529
Total plan assets at beginning of year2015-12-31$28,982
Noncash contributions received2015-12-31$297
Net income (gross income less expenses)2015-12-31$-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 sources2014-12-31$0
Expenses. Total of all expenses incurred2014-12-31$14,711
Benefits paid (including direct rollovers)2014-12-31$14,711
Total plan assets at end of year2014-12-31$28,998
Total plan assets at beginning of year2014-12-31$43,709
Net income (gross income less expenses)2014-12-31$-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 loans2014-12-31$0
2013 : TECHNOLOGY ACCOUNTING AND BUSINESS SERVICES 2013 401k financial data
Total income from all sources2013-12-31$7,750
Expenses. Total of all expenses incurred2013-12-31$15,000
Benefits paid (including direct rollovers)2013-12-31$15,000
Total plan assets at end of year2013-12-31$40,957
Total plan assets at beginning of year2013-12-31$48,207
Other income received2013-12-31$7,750
Net income (gross income less expenses)2013-12-31$-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 loans2013-12-31$10,854
2012 : TECHNOLOGY ACCOUNTING AND BUSINESS SERVICES 2012 401k financial data
Total income from all sources2012-12-31$4,426
Expenses. Total of all expenses incurred2012-12-31$5,001
Benefits paid (including direct rollovers)2012-12-31$5,000
Total plan assets at end of year2012-12-31$48,207
Total plan assets at beginning of year2012-12-31$48,780
Expenses. Other expenses not covered elsewhere2012-12-31$1
Other income received2012-12-31$4,426
Net income (gross income less expenses)2012-12-31$-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 loans2012-12-31$10,416
2011 : TECHNOLOGY ACCOUNTING AND BUSINESS SERVICES 2011 401k financial data
Expenses. Total of all expenses incurred2011-12-31$6,613
Benefits paid (including direct rollovers)2011-12-31$6,000
Total plan assets at end of year2011-12-31$48,780
Total plan assets at beginning of year2011-12-31$55,393
Expenses. Other expenses not covered elsewhere2011-12-31$613
Net income (gross income less expenses)2011-12-31$-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 loans2011-12-31$14,305
2010 : TECHNOLOGY ACCOUNTING AND BUSINESS SERVICES 2010 401k financial data
Total income from all sources2010-12-31$5,315
Expenses. Total of all expenses incurred2010-12-31$0
Total plan assets at end of year2010-12-31$54,989
Total plan assets at beginning of year2010-12-31$49,674
Noncash contributions received2010-12-31$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 loans2010-12-31$0

Form 5500 Responses for TECHNOLOGY ACCOUNTING AND BUSINESS SERVICES

2019: TECHNOLOGY ACCOUNTING AND BUSINESS SERVICES 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan benefit arrangement – InsuranceYes
2018: TECHNOLOGY ACCOUNTING AND BUSINESS SERVICES 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan benefit arrangement – InsuranceYes
2017: TECHNOLOGY ACCOUNTING AND BUSINESS SERVICES 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan benefit arrangement – InsuranceYes
2016: TECHNOLOGY ACCOUNTING AND BUSINESS SERVICES 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan benefit arrangement – InsuranceYes
2015: TECHNOLOGY ACCOUNTING AND BUSINESS SERVICES 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan benefit arrangement – InsuranceYes
2014: TECHNOLOGY ACCOUNTING AND BUSINESS SERVICES 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan benefit arrangement – InsuranceYes
2013: TECHNOLOGY ACCOUNTING AND BUSINESS SERVICES 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 benefit arrangement – InsuranceYes
2012: TECHNOLOGY ACCOUNTING AND BUSINESS SERVICES 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan benefit arrangement – InsuranceYes
2011: TECHNOLOGY ACCOUNTING AND BUSINESS SERVICES 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan benefit arrangement – InsuranceYes
2009: TECHNOLOGY ACCOUNTING AND BUSINESS SERVICES 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

ZURICH AMERICAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 90537 )
Policy contract numberW0258
Policy instance 1
Insurance contract or identification numberW0258
Number of Individuals Covered1
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
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 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
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 numberW0258
Policy instance 1
Insurance contract or identification numberW0258
Number of Individuals Covered1
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
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 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
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 numberW0258
Policy instance 1
Insurance contract or identification numberW0258
Number of Individuals Covered1
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
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 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
ZURICH AMERICAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 90537 )
Policy contract numberJAMES H STUART
Policy instance 1
Insurance contract or identification numberJAMES H STUART
Number of Individuals Covered2
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $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 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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees0
Insurance broker nameJAMES H STUART
ZURICH AMERICAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 90537 )
Policy contract numberW0258
Policy instance 1
Insurance contract or identification numberW0258
Number of Individuals Covered2
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $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 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
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 numberW0258
Policy instance 1
Insurance contract or identification numberW0258
Number of Individuals Covered2
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $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 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
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 numberW0258
Policy instance 1
Insurance contract or identification numberW0258
Number of Individuals Covered2
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $1
Total amount of fees paid to insurance companyUSD $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 BrokerUSD $1
Amount paid for insurance broker fees1
Additional information about fees paid to insurance brokerCOMMISSION
Insurance broker nameJAMES H STUART
ZURICH AMERICAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 90537 )
Policy contract numberW0258
Policy instance 1
Insurance contract or identification numberW0258
Number of Individuals Covered2
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $1
Total amount of fees paid to insurance companyUSD $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 numberW0258
Policy instance 1
Insurance contract or identification numberW0258
Number of Individuals Covered2
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $1
Total amount of fees paid to insurance companyUSD $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 BrokerUSD $1
Amount paid for insurance broker fees1
Additional information about fees paid to insurance brokerCOMMISSIONS
Insurance broker nameJAMES H STUART

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