TUCCI & SONS, INC. has sponsored the creation of one or more 401k plans.
Additional information about TUCCI & SONS, INC.
Submission information for form 5500 for 401k plan TUCCI & SONS, INC. 401(K) PROFIT SHARING PLAN AND TRUST
401k plan membership statisitcs for TUCCI & SONS, INC. 401(K) PROFIT SHARING PLAN AND TRUST
| Measure | Date | Value |
|---|
| 2022: TUCCI & SONS, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-01-01 | 57 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 42 |
| Number of retired or separated participants receiving benefits | 2022-01-01 | 2 |
| Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 11 |
| Total of all active and inactive participants | 2022-01-01 | 55 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
| Total participants | 2022-01-01 | 55 |
| Number of participants with account balances | 2022-01-01 | 55 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 2 |
| 2021: TUCCI & SONS, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-01-01 | 55 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 45 |
| Number of retired or separated participants receiving benefits | 2021-01-01 | 2 |
| Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 7 |
| Total of all active and inactive participants | 2021-01-01 | 54 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
| Total participants | 2021-01-01 | 54 |
| Number of participants with account balances | 2021-01-01 | 54 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 2 |
| 2020: TUCCI & SONS, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-01-01 | 53 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 44 |
| Number of retired or separated participants receiving benefits | 2020-01-01 | 2 |
| Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 6 |
| Total of all active and inactive participants | 2020-01-01 | 52 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
| Total participants | 2020-01-01 | 52 |
| Number of participants with account balances | 2020-01-01 | 52 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 2 |
| 2019: TUCCI & SONS, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 53 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 45 |
| Number of retired or separated participants receiving benefits | 2019-01-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 5 |
| Total of all active and inactive participants | 2019-01-01 | 51 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
| Total participants | 2019-01-01 | 51 |
| Number of participants with account balances | 2019-01-01 | 51 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 1 |
| 2018: TUCCI & SONS, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 49 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 49 |
| Number of retired or separated participants receiving benefits | 2018-01-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 4 |
| Total of all active and inactive participants | 2018-01-01 | 54 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
| Total participants | 2018-01-01 | 54 |
| Number of participants with account balances | 2018-01-01 | 50 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
| 2017: TUCCI & SONS, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 30 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 33 |
| Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 1 |
| Total of all active and inactive participants | 2017-01-01 | 34 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
| Total participants | 2017-01-01 | 34 |
| Number of participants with account balances | 2017-01-01 | 28 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
| 2016: TUCCI & SONS, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 42 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 29 |
| Number of retired or separated participants receiving benefits | 2016-01-01 | 5 |
| Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 10 |
| Total of all active and inactive participants | 2016-01-01 | 44 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
| Total participants | 2016-01-01 | 44 |
| Number of participants with account balances | 2016-01-01 | 43 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
| 2015: TUCCI & SONS, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 42 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 29 |
| Number of retired or separated participants receiving benefits | 2015-01-01 | 4 |
| Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 9 |
| Total of all active and inactive participants | 2015-01-01 | 42 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
| Total participants | 2015-01-01 | 42 |
| Number of participants with account balances | 2015-01-01 | 39 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
| 2014: TUCCI & SONS, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 42 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 27 |
| Number of retired or separated participants receiving benefits | 2014-01-01 | 5 |
| Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 9 |
| Total of all active and inactive participants | 2014-01-01 | 41 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
| Total participants | 2014-01-01 | 41 |
| Number of participants with account balances | 2014-01-01 | 37 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
| 2013: TUCCI & SONS, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 42 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 24 |
| Number of retired or separated participants receiving benefits | 2013-01-01 | 7 |
| Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 10 |
| Total of all active and inactive participants | 2013-01-01 | 41 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
| Total participants | 2013-01-01 | 41 |
| Number of participants with account balances | 2013-01-01 | 39 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
| 2012: TUCCI & SONS, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 45 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 25 |
| Number of retired or separated participants receiving benefits | 2012-01-01 | 8 |
| Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 8 |
| Total of all active and inactive participants | 2012-01-01 | 41 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
| Total participants | 2012-01-01 | 41 |
| Number of participants with account balances | 2012-01-01 | 40 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 2 |
| 2011: TUCCI & SONS, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 48 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 26 |
| Number of retired or separated participants receiving benefits | 2011-01-01 | 7 |
| Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 12 |
| Total of all active and inactive participants | 2011-01-01 | 45 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
| Total participants | 2011-01-01 | 45 |
| Number of participants with account balances | 2011-01-01 | 45 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 1 |
| 2009: TUCCI & SONS, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 44 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 28 |
| Number of retired or separated participants receiving benefits | 2009-01-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 14 |
| Total of all active and inactive participants | 2009-01-01 | 43 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
| Total participants | 2009-01-01 | 43 |
| Number of participants with account balances | 2009-01-01 | 43 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2022 : TUCCI & SONS, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2022 401k financial data |
|---|
| Total plan liabilities at end of year | 2022-12-31 | $0 |
| Total plan liabilities at beginning of year | 2022-12-31 | $0 |
| Total income from all sources | 2022-12-31 | $-3,622,195 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $247,478 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $179,253 |
| Total plan assets at end of year | 2022-12-31 | $16,812,747 |
| Total plan assets at beginning of year | 2022-12-31 | $20,682,420 |
| Value of fidelity bond covering the plan | 2022-12-31 | $2,000,000 |
| Total contributions received or receivable from participants | 2022-12-31 | $221,263 |
| Expenses. Other expenses not covered elsewhere | 2022-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2022-12-31 | $0 |
| Other income received | 2022-12-31 | $-4,217,853 |
| Noncash contributions received | 2022-12-31 | $0 |
| Net income (gross income less expenses) | 2022-12-31 | $-3,869,673 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $16,812,747 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $20,682,420 |
| Assets. Value of participant loans | 2022-12-31 | $77,847 |
| Assets. Value of assets in partnership/joint-venture interests | 2022-12-31 | $1,297 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $374,395 |
| Value of certain deemed distributions of participant loans | 2022-12-31 | $0 |
| Value of corrective distributions | 2022-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $68,225 |
| 2021 : TUCCI & SONS, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2021 401k financial data |
|---|
| Total plan liabilities at end of year | 2021-12-31 | $0 |
| Total plan liabilities at beginning of year | 2021-12-31 | $0 |
| Total income from all sources | 2021-12-31 | $3,547,028 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $136,755 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $69,778 |
| Total plan assets at end of year | 2021-12-31 | $20,682,420 |
| Total plan assets at beginning of year | 2021-12-31 | $17,272,147 |
| Value of fidelity bond covering the plan | 2021-12-31 | $2,000,000 |
| Total contributions received or receivable from participants | 2021-12-31 | $210,791 |
| Expenses. Other expenses not covered elsewhere | 2021-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2021-12-31 | $0 |
| Other income received | 2021-12-31 | $2,911,331 |
| Noncash contributions received | 2021-12-31 | $0 |
| Net income (gross income less expenses) | 2021-12-31 | $3,410,273 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $20,682,420 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $17,272,147 |
| Assets. Value of participant loans | 2021-12-31 | $67,448 |
| Assets. Value of assets in partnership/joint-venture interests | 2021-12-31 | $10,195 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $424,906 |
| Value of certain deemed distributions of participant loans | 2021-12-31 | $0 |
| Value of corrective distributions | 2021-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $66,977 |
| 2020 : TUCCI & SONS, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2020 401k financial data |
|---|
| Total plan liabilities at end of year | 2020-12-31 | $0 |
| Total plan liabilities at beginning of year | 2020-12-31 | $0 |
| Total income from all sources | 2020-12-31 | $3,322,771 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $136,120 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $87,697 |
| Total plan assets at end of year | 2020-12-31 | $17,272,147 |
| Total plan assets at beginning of year | 2020-12-31 | $14,085,496 |
| Value of fidelity bond covering the plan | 2020-12-31 | $2,000,000 |
| Total contributions received or receivable from participants | 2020-12-31 | $194,989 |
| Expenses. Other expenses not covered elsewhere | 2020-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2020-12-31 | $0 |
| Other income received | 2020-12-31 | $2,762,738 |
| Noncash contributions received | 2020-12-31 | $0 |
| Net income (gross income less expenses) | 2020-12-31 | $3,186,651 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $17,272,147 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $14,085,496 |
| Assets. Value of participant loans | 2020-12-31 | $65,909 |
| Assets. Value of assets in partnership/joint-venture interests | 2020-12-31 | $19,469 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $365,044 |
| Value of certain deemed distributions of participant loans | 2020-12-31 | $0 |
| Value of corrective distributions | 2020-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $48,423 |
| 2019 : TUCCI & SONS, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2019 401k financial data |
|---|
| Total plan liabilities at beginning of year | 2019-12-31 | $0 |
| Total income from all sources | 2019-12-31 | $3,665,981 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $1,272,408 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $1,226,233 |
| Total plan assets at end of year | 2019-12-31 | $14,085,496 |
| Total plan assets at beginning of year | 2019-12-31 | $11,691,923 |
| Value of fidelity bond covering the plan | 2019-12-31 | $2,000,000 |
| Total contributions received or receivable from participants | 2019-12-31 | $164,327 |
| Other income received | 2019-12-31 | $3,148,049 |
| Net income (gross income less expenses) | 2019-12-31 | $2,393,573 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $14,085,496 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $11,691,923 |
| Assets. Value of participant loans | 2019-12-31 | $79,219 |
| Assets. Value of assets in partnership/joint-venture interests | 2019-12-31 | $24,669 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $353,605 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $46,175 |
| 2018 : TUCCI & SONS, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2018 401k financial data |
|---|
| Total plan liabilities at end of year | 2018-12-31 | $0 |
| Total plan liabilities at beginning of year | 2018-12-31 | $0 |
| Total income from all sources | 2018-12-31 | $-605,126 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $49,658 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $38,223 |
| Total plan assets at end of year | 2018-12-31 | $11,691,923 |
| Total plan assets at beginning of year | 2018-12-31 | $12,346,707 |
| Value of fidelity bond covering the plan | 2018-12-31 | $2,000,000 |
| Total contributions received or receivable from participants | 2018-12-31 | $143,711 |
| Expenses. Other expenses not covered elsewhere | 2018-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2018-12-31 | $0 |
| Other income received | 2018-12-31 | $-1,054,784 |
| Noncash contributions received | 2018-12-31 | $0 |
| Net income (gross income less expenses) | 2018-12-31 | $-654,784 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $11,691,923 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $12,346,707 |
| Assets. Value of participant loans | 2018-12-31 | $105,604 |
| Assets. Value of assets in partnership/joint-venture interests | 2018-12-31 | $28,005 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $305,947 |
| Value of certain deemed distributions of participant loans | 2018-12-31 | $0 |
| Value of corrective distributions | 2018-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $11,435 |
| 2017 : TUCCI & SONS, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2017 401k financial data |
|---|
| Total plan liabilities at end of year | 2017-12-31 | $0 |
| Total plan liabilities at beginning of year | 2017-12-31 | $0 |
| Total income from all sources | 2017-12-31 | $2,933,845 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $670,016 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $669,608 |
| Total plan assets at end of year | 2017-12-31 | $13,020,137 |
| Total plan assets at beginning of year | 2017-12-31 | $10,756,308 |
| Value of fidelity bond covering the plan | 2017-12-31 | $2,000,000 |
| Total contributions received or receivable from participants | 2017-12-31 | $135,274 |
| Expenses. Other expenses not covered elsewhere | 2017-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2017-12-31 | $7,897 |
| Other income received | 2017-12-31 | $1,640,686 |
| Noncash contributions received | 2017-12-31 | $0 |
| Net income (gross income less expenses) | 2017-12-31 | $2,263,829 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $13,020,137 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $10,756,308 |
| Assets. Value of participant loans | 2017-12-31 | $29,155 |
| Assets. Value of assets in partnership/joint-venture interests | 2017-12-31 | $905,794 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $1,149,988 |
| Value of certain deemed distributions of participant loans | 2017-12-31 | $0 |
| Value of corrective distributions | 2017-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $408 |
| 2016 : TUCCI & SONS, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $1,405,358 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $2,179,790 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $2,166,382 |
| Total plan assets at end of year | 2016-12-31 | $10,756,308 |
| Total plan assets at beginning of year | 2016-12-31 | $11,530,740 |
| Value of fidelity bond covering the plan | 2016-12-31 | $2,000,000 |
| Total contributions received or receivable from participants | 2016-12-31 | $128,434 |
| Contributions received from other sources (not participants or employers) | 2016-12-31 | $232,126 |
| Other income received | 2016-12-31 | $802,559 |
| Net income (gross income less expenses) | 2016-12-31 | $-774,432 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $10,756,308 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $11,530,740 |
| Assets. Value of participant loans | 2016-12-31 | $132,817 |
| Assets. Value of assets in partnership/joint-venture interests | 2016-12-31 | $905,794 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $242,239 |
| Value of certain deemed distributions of participant loans | 2016-12-31 | $13,408 |
| 2015 : TUCCI & SONS, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $-7,020 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $77,762 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $59,404 |
| Total plan assets at end of year | 2015-12-31 | $11,304,124 |
| Total plan assets at beginning of year | 2015-12-31 | $11,388,906 |
| Value of fidelity bond covering the plan | 2015-12-31 | $2,000,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $117,186 |
| Contributions received from other sources (not participants or employers) | 2015-12-31 | $0 |
| Other income received | 2015-12-31 | $-124,206 |
| Noncash contributions received | 2015-12-31 | $0 |
| Net income (gross income less expenses) | 2015-12-31 | $-84,782 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $11,304,124 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $11,388,906 |
| Assets. Value of participant loans | 2015-12-31 | $93,642 |
| Assets. Value of assets in partnership/joint-venture interests | 2015-12-31 | $1,019,584 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $18,358 |
| 2014 : TUCCI & SONS, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $1,091,050 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $1,443,139 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $1,425,299 |
| Total plan assets at end of year | 2014-12-31 | $11,388,906 |
| Total plan assets at beginning of year | 2014-12-31 | $11,740,995 |
| Value of fidelity bond covering the plan | 2014-12-31 | $1,250,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $90,431 |
| Other income received | 2014-12-31 | $797,457 |
| Net income (gross income less expenses) | 2014-12-31 | $-352,089 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $11,388,906 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $11,740,995 |
| Assets. Value of participant loans | 2014-12-31 | $99,560 |
| Assets. Value of assets in partnership/joint-venture interests | 2014-12-31 | $1,003,085 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $203,162 |
| Value of certain deemed distributions of participant loans | 2014-12-31 | $43 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $17,797 |
| 2013 : TUCCI & SONS, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $2,223,300 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $2,403,958 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $2,381,743 |
| Total plan assets at end of year | 2013-12-31 | $11,740,995 |
| Total plan assets at beginning of year | 2013-12-31 | $11,921,653 |
| Value of fidelity bond covering the plan | 2013-12-31 | $1,250,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $66,240 |
| Contributions received from other sources (not participants or employers) | 2013-12-31 | $17,847 |
| Other income received | 2013-12-31 | $1,926,799 |
| Net income (gross income less expenses) | 2013-12-31 | $-180,658 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $11,740,995 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $11,921,653 |
| Assets. Value of participant loans | 2013-12-31 | $97,909 |
| Assets. Value of assets in partnership/joint-venture interests | 2013-12-31 | $21,085 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $212,414 |
| Value of certain deemed distributions of participant loans | 2013-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $22,215 |
| 2012 : TUCCI & SONS, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $1,391,461 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $632,761 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $593,508 |
| Total plan assets at end of year | 2012-12-31 | $11,921,653 |
| Total plan assets at beginning of year | 2012-12-31 | $11,162,953 |
| Value of fidelity bond covering the plan | 2012-12-31 | $1,250,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $65,987 |
| Contributions received from other sources (not participants or employers) | 2012-12-31 | $0 |
| Other income received | 2012-12-31 | $1,094,594 |
| Net income (gross income less expenses) | 2012-12-31 | $758,700 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $11,921,653 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $11,162,953 |
| Assets. Value of participant loans | 2012-12-31 | $102,629 |
| Assets. Value of assets in partnership/joint-venture interests | 2012-12-31 | $675,101 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $230,880 |
| Value of certain deemed distributions of participant loans | 2012-12-31 | $26,990 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $12,263 |
| 2011 : TUCCI & SONS, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $125,068 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $1,012,834 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $998,362 |
| Total plan assets at end of year | 2011-12-31 | $11,162,953 |
| Total plan assets at beginning of year | 2011-12-31 | $12,050,719 |
| Value of fidelity bond covering the plan | 2011-12-31 | $2,000,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $68,171 |
| Assets. Value of loans (other than to participants) | 2011-12-31 | $51,447 |
| Contributions received from other sources (not participants or employers) | 2011-12-31 | $41,319 |
| Other income received | 2011-12-31 | $-221,716 |
| Net income (gross income less expenses) | 2011-12-31 | $-887,766 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $11,162,953 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $12,050,719 |
| Assets. Value of participant loans | 2011-12-31 | $176,359 |
| Assets. Value of assets in partnership/joint-venture interests | 2011-12-31 | $662,690 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $237,294 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $14,472 |
| 2010 : TUCCI & SONS, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $1,469,100 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $432,155 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $432,022 |
| Total plan assets at end of year | 2010-12-31 | $12,050,719 |
| Total plan assets at beginning of year | 2010-12-31 | $11,013,774 |
| Value of fidelity bond covering the plan | 2010-12-31 | $1,250,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $76,432 |
| Assets. Value of loans (other than to participants) | 2010-12-31 | $150,049 |
| Contributions received from other sources (not participants or employers) | 2010-12-31 | $32,018 |
| Other income received | 2010-12-31 | $1,103,202 |
| Net income (gross income less expenses) | 2010-12-31 | $1,036,945 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $12,050,719 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $11,013,774 |
| Assets. Value of participant loans | 2010-12-31 | $144,848 |
| Assets. Value of assets in partnership/joint-venture interests | 2010-12-31 | $740,952 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $257,448 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $133 |
| 2022: TUCCI & SONS, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2022 form 5500 responses |
|---|
| 2022-01-01 | Type of plan entity | Single employer plan |
| 2022-01-01 | Submission has been amended | No |
| 2022-01-01 | This submission is the final filing | No |
| 2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2022-01-01 | Plan is a collectively bargained plan | No |
| 2022-01-01 | Plan funding arrangement – Insurance | Yes |
| 2022-01-01 | Plan funding arrangement – Trust | Yes |
| 2022-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2022-01-01 | Plan benefit arrangement - Trust | Yes |
| 2021: TUCCI & SONS, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2021 form 5500 responses |
|---|
| 2021-01-01 | Type of plan entity | Single employer plan |
| 2021-01-01 | Submission has been amended | No |
| 2021-01-01 | This submission is the final filing | No |
| 2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-01-01 | Plan is a collectively bargained plan | No |
| 2021-01-01 | Plan funding arrangement – Insurance | Yes |
| 2021-01-01 | Plan funding arrangement – Trust | Yes |
| 2021-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2021-01-01 | Plan benefit arrangement - Trust | Yes |
| 2020: TUCCI & SONS, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | Submission has been amended | No |
| 2020-01-01 | This submission is the final filing | No |
| 2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-01-01 | Plan is a collectively bargained plan | No |
| 2020-01-01 | Plan funding arrangement – Insurance | Yes |
| 2020-01-01 | Plan funding arrangement – Trust | Yes |
| 2020-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
| 2019: TUCCI & SONS, INC. 401(K) PROFIT SHARING PLAN AND TRUST 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 funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: TUCCI & SONS, INC. 401(K) PROFIT SHARING PLAN AND TRUST 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 funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: TUCCI & SONS, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Submission has been amended | No |
| 2017-01-01 | This submission is the final filing | No |
| 2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-01-01 | Plan is a collectively bargained plan | No |
| 2017-01-01 | Plan funding arrangement – Insurance | Yes |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: TUCCI & SONS, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Submission has been amended | No |
| 2016-01-01 | This submission is the final filing | No |
| 2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-01-01 | Plan is a collectively bargained plan | No |
| 2016-01-01 | Plan funding arrangement – Insurance | Yes |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: TUCCI & SONS, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Submission has been amended | Yes |
| 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 |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: TUCCI & SONS, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Submission has been amended | No |
| 2014-01-01 | This submission is the final filing | No |
| 2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-01-01 | Plan is a collectively bargained plan | No |
| 2014-01-01 | Plan funding arrangement – 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: TUCCI & SONS, INC. 401(K) PROFIT SHARING PLAN AND TRUST 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: TUCCI & SONS, INC. 401(K) PROFIT SHARING PLAN AND TRUST 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: TUCCI & SONS, INC. 401(K) PROFIT SHARING PLAN AND TRUST 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 funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: TUCCI & SONS, INC. 401(K) PROFIT SHARING PLAN AND TRUST 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 – Insurance | Yes |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
| GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 ) |
| Policy contract number | 374446-01 |
| Policy instance | 1 |
| Insurance contract or identification number | 374446-01 | | Number of Individuals Covered | 8 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-12-31 | | 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? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 ) |
| Policy contract number | 374446-01 |
| Policy instance | 1 |
| Insurance contract or identification number | 374446-01 | | Number of Individuals Covered | 7 | | Insurance policy start date | 2021-01-01 | | Insurance policy end date | 2021-12-31 | | 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? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 ) |
| Policy contract number | 374446-01 |
| Policy instance | 1 |
| Insurance contract or identification number | 374446-01 | | Number of Individuals Covered | 7 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2020-12-31 | | 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? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No |
|
| GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 ) |
| Policy contract number | 374446-01 |
| Policy instance | 1 |
| Insurance contract or identification number | 374446-01 | | Number of Individuals Covered | 7 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 | | 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? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Commission paid to Insurance Broker | USD $0 | | Insurance broker organization code? | 3 |
|
| GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 ) |
| Policy contract number | 374446-01 |
| Policy instance | 1 |
| Insurance contract or identification number | 374446-01 | | Number of Individuals Covered | 4 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | Total amount of commissions paid to insurance broker | USD $22 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Commission paid to Insurance Broker | USD $22 | | Insurance broker organization code? | 3 |
|
| HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 ) |
| Policy contract number | GA-711042 |
| Policy instance | 2 |
| Insurance contract or identification number | GA-711042 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No |
|
| GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 ) |
| Policy contract number | 374446-01 |
| Policy instance | 1 |
| Insurance contract or identification number | 374446-01 | | Number of Individuals Covered | 4 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Total amount of commissions paid to insurance broker | USD $30 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Commission paid to Insurance Broker | USD $30 | | Insurance broker organization code? | 3 | | Insurance broker name | MICKEY PORTNOY |
|
| HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 ) |
| Policy contract number | GA-711042 |
| Policy instance | 1 |
| Insurance contract or identification number | GA-711042 | | Number of Individuals Covered | 29 | | Insurance policy start date | 2015-01-01 | | Insurance policy end date | 2015-12-31 | | Total amount of commissions paid to insurance broker | USD $22,295 | | 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 | | Commission paid to Insurance Broker | USD $22,295 | | Insurance broker organization code? | 3 | | Insurance broker name | UBS FINANCIAL SVCS |
|
| HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 ) |
| Policy contract number | GA-711042 |
| Policy instance | 1 |
| Insurance contract or identification number | GA-711042 | | Number of Individuals Covered | 29 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Total amount of commissions paid to insurance broker | USD $21,409 | | 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 | | Commission paid to Insurance Broker | USD $21,409 | | Insurance broker organization code? | 3 | | Insurance broker name | UBS FINANCIAL SVCS |
|
| HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 ) |
| Policy contract number | GA-711042 |
| Policy instance | 1 |
| Insurance contract or identification number | GA-711042 | | Number of Individuals Covered | 29 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | Total amount of commissions paid to insurance broker | USD $26,422 | | 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 | | Commission paid to Insurance Broker | USD $26,422 | | Insurance broker organization code? | 4 | | Insurance broker name | UBS FINANCIAL SVCS INS AGCY |
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| HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 ) |
| Policy contract number | GA-711042 |
| Policy instance | 1 |
| Insurance contract or identification number | GA-711042 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Total amount of commissions paid to insurance broker | USD $19,884 | | 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 | | Commission paid to Insurance Broker | USD $10,026 | | Insurance broker organization code? | 4 | | Insurance broker name | MERRILL LYNCH LIFE AGENCY |
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| HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 ) |
| Policy contract number | GA711042 |
| Policy instance | 1 |
| Insurance contract or identification number | GA711042 | | Number of Individuals Covered | 34 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $23,352 | | 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 |
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| HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 ) |
| Policy contract number | GA-711042 |
| Policy instance | 1 |
| Insurance contract or identification number | GA-711042 | | Number of Individuals Covered | 36 | | Insurance policy start date | 2010-01-01 | | Insurance policy end date | 2010-12-31 | | Total amount of commissions paid to insurance broker | USD $19,884 | | 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 | | Commission paid to Insurance Broker | USD $10,026 | | Insurance broker organization code? | 4 | | Insurance broker name | MERRILL LYNCH LIFE AGENCY |
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