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ASANTE 403B PLAN 401k Plan overview

Plan NameASANTE 403B PLAN
Plan identification number 002

ASANTE 403B PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

ASANTE has sponsored the creation of one or more 401k plans.

Company Name:ASANTE
Employer identification number (EIN):930223960
NAIC Classification:622000
NAIC Description: Hospitals

Additional information about ASANTE

Jurisdiction of Incorporation: Oregon Secretary of State Corporations Division
Incorporation Date: 2036-03-13
Company Identification Number: 3878311
Legal Registered Office Address: 2650 SISKIYOU BLVD

MEDFORD
United States of America (USA)
97504

More information about ASANTE

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ASANTE 403B PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022018-01-01
0022017-01-01PAUL MACUGA
0022016-01-01PAUL MACUGA
0022015-01-01GREGG EDWARDS
0022014-01-01GREGG EDWARDS
0022013-01-01GREGG EDWARDS
0022012-01-01GREGG EDWARDS
0022011-01-01GREGG EDWARDS
0022010-01-01GREGG EDWARDS
0022009-01-01GREGG EDWARDS MARVIN HAAS2010-10-14

Plan Statistics for ASANTE 403B PLAN

401k plan membership statisitcs for ASANTE 403B PLAN

Measure Date Value
2022: ASANTE 403B PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-017,521
Total number of active participants reported on line 7a of the Form 55002022-01-015,682
Number of retired or separated participants receiving benefits2022-01-0171
Number of other retired or separated participants entitled to future benefits2022-01-011,699
Total of all active and inactive participants2022-01-017,452
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0135
Total participants2022-01-017,487
Number of participants with account balances2022-01-016,787
2021: ASANTE 403B PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-017,478
Total number of active participants reported on line 7a of the Form 55002021-01-015,704
Number of retired or separated participants receiving benefits2021-01-0168
Number of other retired or separated participants entitled to future benefits2021-01-011,717
Total of all active and inactive participants2021-01-017,489
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0132
Total participants2021-01-017,521
Number of participants with account balances2021-01-016,832
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: ASANTE 403B PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-017,069
Total number of active participants reported on line 7a of the Form 55002020-01-016,017
Number of retired or separated participants receiving benefits2020-01-0169
Number of other retired or separated participants entitled to future benefits2020-01-011,364
Total of all active and inactive participants2020-01-017,450
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0128
Total participants2020-01-017,478
Number of participants with account balances2020-01-016,823
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: ASANTE 403B PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-017,415
Total number of active participants reported on line 7a of the Form 55002019-01-015,768
Number of retired or separated participants receiving benefits2019-01-0172
Number of other retired or separated participants entitled to future benefits2019-01-011,210
Total of all active and inactive participants2019-01-017,050
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0119
Total participants2019-01-017,069
Number of participants with account balances2019-01-016,488
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: ASANTE 403B PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-016,678
Total number of active participants reported on line 7a of the Form 55002018-01-015,785
Number of retired or separated participants receiving benefits2018-01-0167
Number of other retired or separated participants entitled to future benefits2018-01-011,535
Total of all active and inactive participants2018-01-017,387
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0128
Total participants2018-01-017,415
Number of participants with account balances2018-01-016,965
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: ASANTE 403B PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-016,189
Total number of active participants reported on line 7a of the Form 55002017-01-015,726
Number of retired or separated participants receiving benefits2017-01-0151
Number of other retired or separated participants entitled to future benefits2017-01-01887
Total of all active and inactive participants2017-01-016,664
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0114
Total participants2017-01-016,678
Number of participants with account balances2017-01-016,194
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: ASANTE 403B PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-015,732
Total number of active participants reported on line 7a of the Form 55002016-01-015,448
Number of retired or separated participants receiving benefits2016-01-0139
Number of other retired or separated participants entitled to future benefits2016-01-01690
Total of all active and inactive participants2016-01-016,177
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0112
Total participants2016-01-016,189
Number of participants with account balances2016-01-014,598
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: ASANTE 403B PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-015,127
Total number of active participants reported on line 7a of the Form 55002015-01-015,029
Number of retired or separated participants receiving benefits2015-01-0144
Number of other retired or separated participants entitled to future benefits2015-01-01648
Total of all active and inactive participants2015-01-015,721
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0111
Total participants2015-01-015,732
Number of participants with account balances2015-01-014,172
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: ASANTE 403B PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-014,746
Total number of active participants reported on line 7a of the Form 55002014-01-014,503
Number of retired or separated participants receiving benefits2014-01-0149
Number of other retired or separated participants entitled to future benefits2014-01-01563
Total of all active and inactive participants2014-01-015,115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0112
Total participants2014-01-015,127
Number of participants with account balances2014-01-013,759
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: ASANTE 403B PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-014,412
Total number of active participants reported on line 7a of the Form 55002013-01-014,144
Number of retired or separated participants receiving benefits2013-01-0143
Number of other retired or separated participants entitled to future benefits2013-01-01548
Total of all active and inactive participants2013-01-014,735
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-0111
Total participants2013-01-014,746
Number of participants with account balances2013-01-013,550
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: ASANTE 403B PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-014,533
Total number of active participants reported on line 7a of the Form 55002012-01-013,859
Number of retired or separated participants receiving benefits2012-01-0134
Number of other retired or separated participants entitled to future benefits2012-01-01505
Total of all active and inactive participants2012-01-014,398
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-0114
Total participants2012-01-014,412
Number of participants with account balances2012-01-013,262
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: ASANTE 403B PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-014,439
Total number of active participants reported on line 7a of the Form 55002011-01-013,727
Number of retired or separated participants receiving benefits2011-01-0127
Number of other retired or separated participants entitled to future benefits2011-01-01766
Total of all active and inactive participants2011-01-014,520
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-0113
Total participants2011-01-014,533
Number of participants with account balances2011-01-013,332
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: ASANTE 403B PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-014,480
Total number of active participants reported on line 7a of the Form 55002010-01-013,629
Number of retired or separated participants receiving benefits2010-01-0119
Number of other retired or separated participants entitled to future benefits2010-01-01777
Total of all active and inactive participants2010-01-014,425
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-0114
Total participants2010-01-014,439
Number of participants with account balances2010-01-013,142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: ASANTE 403B PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-013,176
Total number of active participants reported on line 7a of the Form 55002009-01-013,548
Number of retired or separated participants receiving benefits2009-01-018
Number of other retired or separated participants entitled to future benefits2009-01-01913
Total of all active and inactive participants2009-01-014,469
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-0111
Total participants2009-01-014,480
Number of participants with account balances2009-01-013,121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on ASANTE 403B PLAN

Measure Date Value
2022 : ASANTE 403B PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-44,687,739
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$61,314,802
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$60,356,376
Expenses. Certain deemed distributions of participant loans2022-12-31$195,586
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$64,553,920
Value of total assets at end of year2022-12-31$562,756,788
Value of total assets at beginning of year2022-12-31$668,759,329
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$762,840
Total interest from all sources2022-12-31$817,777
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$18,935,515
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$18,935,515
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$36,387,363
Participant contributions at end of year2022-12-31$7,727,705
Participant contributions at beginning of year2022-12-31$7,660,126
Assets. Other investments not covered elsewhere at end of year2022-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$8,735,794
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$6,110,470
Administrative expenses (other) incurred2022-12-31$644,264
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-106,002,541
Value of net assets at end of year (total assets less liabilities)2022-12-31$562,756,788
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$668,759,329
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$118,576
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$522,659,017
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$622,080,740
Value of interest in pooled separate accounts at end of year2022-12-31$144,190
Value of interest in pooled separate accounts at beginning of year2022-12-31$217,954
Interest on participant loans2022-12-31$349,488
Interest earned on other investments2022-12-31$22,027
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$31,290,966
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$29,203,109
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$29,203,109
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$446,262
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$934,910
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$861,606
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-129,003,679
Net investment gain/loss from pooled separate accounts2022-12-31$8,728
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$22,056,087
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$60,356,376
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31ALDRICH CPAS & ADVISORS LLP
Accountancy firm EIN2022-12-31930623286
2021 : ASANTE 403B PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$149,766,255
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$54,405,649
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$53,437,332
Expenses. Certain deemed distributions of participant loans2021-12-31$235,152
Value of total corrective distributions2021-12-31$1,340
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$65,420,879
Value of total assets at end of year2021-12-31$668,759,329
Value of total assets at beginning of year2021-12-31$573,398,723
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$731,825
Total interest from all sources2021-12-31$420,696
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$15,046,253
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$15,046,253
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$35,419,144
Participant contributions at end of year2021-12-31$7,660,126
Participant contributions at beginning of year2021-12-31$7,476,451
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$1,989
Assets. Other investments not covered elsewhere at end of year2021-12-31$8,735,794
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$7,365,278
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$8,031,206
Administrative expenses (other) incurred2021-12-31$634,684
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$95,360,606
Value of net assets at end of year (total assets less liabilities)2021-12-31$668,759,329
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$573,398,723
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$97,141
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$622,080,740
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$525,815,292
Value of interest in pooled separate accounts at end of year2021-12-31$217,954
Value of interest in pooled separate accounts at beginning of year2021-12-31$237,972
Interest on participant loans2021-12-31$393,276
Interest earned on other investments2021-12-31$22,165
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$29,203,109
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$31,612,759
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$31,612,759
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$5,255
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$861,606
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$886,214
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$68,860,702
Net investment gain/loss from pooled separate accounts2021-12-31$17,725
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$21,970,529
Employer contributions (assets) at end of year2021-12-31$0
Employer contributions (assets) at beginning of year2021-12-31$2,768
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$53,437,332
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31ALDRICH CPAS & ADVISORS LLP
Accountancy firm EIN2021-12-31930623286
2020 : ASANTE 403B PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$126,594,285
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$47,192,159
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$46,533,146
Expenses. Certain deemed distributions of participant loans2020-12-31$43,627
Value of total corrective distributions2020-12-31$23,463
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$55,045,505
Value of total assets at end of year2020-12-31$573,398,723
Value of total assets at beginning of year2020-12-31$493,996,597
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$591,923
Total interest from all sources2020-12-31$516,738
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$11,294,445
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$11,294,445
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$31,182,978
Participant contributions at end of year2020-12-31$7,476,451
Participant contributions at beginning of year2020-12-31$7,097,657
Participant contributions at end of year2020-12-31$1,989
Participant contributions at beginning of year2020-12-31$947,956
Assets. Other investments not covered elsewhere at end of year2020-12-31$7,365,278
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$4,591,914
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$3,746,364
Administrative expenses (other) incurred2020-12-31$549,099
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$79,402,126
Value of net assets at end of year (total assets less liabilities)2020-12-31$573,398,723
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$493,996,597
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$42,824
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$525,815,292
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$452,275,651
Value of interest in pooled separate accounts at end of year2020-12-31$237,972
Value of interest in pooled separate accounts at beginning of year2020-12-31$252,284
Interest on participant loans2020-12-31$397,166
Interest earned on other investments2020-12-31$6,443
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$31,612,759
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$27,445,596
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$27,445,596
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$113,129
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$886,214
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$675,154
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$59,732,030
Net investment gain/loss from pooled separate accounts2020-12-31$5,567
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$20,116,163
Employer contributions (assets) at end of year2020-12-31$2,768
Employer contributions (assets) at beginning of year2020-12-31$710,385
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$46,533,146
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31ALDRICH CPAS & ADVISORS LLP
Accountancy firm EIN2020-12-31930623286
2019 : ASANTE 403B PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$138,555,567
Total income from all sources (including contributions)2019-12-31$138,555,567
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$50,306,084
Total of all expenses incurred2019-12-31$50,306,084
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$49,861,240
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$49,861,240
Expenses. Certain deemed distributions of participant loans2019-12-31$36,642
Expenses. Certain deemed distributions of participant loans2019-12-31$36,642
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$53,453,063
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$53,453,063
Value of total assets at end of year2019-12-31$493,996,597
Value of total assets at end of year2019-12-31$493,996,597
Value of total assets at beginning of year2019-12-31$405,747,114
Value of total assets at beginning of year2019-12-31$405,747,114
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$408,202
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$408,202
Total interest from all sources2019-12-31$829,939
Total interest from all sources2019-12-31$829,939
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$11,965,270
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$11,965,270
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$11,965,270
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$11,965,270
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$28,970,405
Contributions received from participants2019-12-31$28,970,405
Participant contributions at end of year2019-12-31$7,097,657
Participant contributions at end of year2019-12-31$7,097,657
Participant contributions at beginning of year2019-12-31$6,253,923
Participant contributions at beginning of year2019-12-31$6,253,923
Participant contributions at end of year2019-12-31$947,956
Participant contributions at end of year2019-12-31$947,956
Participant contributions at beginning of year2019-12-31$879,692
Participant contributions at beginning of year2019-12-31$879,692
Assets. Other investments not covered elsewhere at end of year2019-12-31$4,591,914
Assets. Other investments not covered elsewhere at end of year2019-12-31$4,591,914
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$3,875,995
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$3,875,995
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$5,344,494
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$5,344,494
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$8,597
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$8,597
Administrative expenses (other) incurred2019-12-31$401,005
Administrative expenses (other) incurred2019-12-31$401,005
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$361,073
Total non interest bearing cash at beginning of year2019-12-31$361,073
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$88,249,483
Value of net income/loss2019-12-31$88,249,483
Value of net assets at end of year (total assets less liabilities)2019-12-31$493,996,597
Value of net assets at end of year (total assets less liabilities)2019-12-31$493,996,597
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$405,747,114
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$405,747,114
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$7,197
Investment advisory and management fees2019-12-31$7,197
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$452,275,651
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$452,275,651
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$392,653,407
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$392,653,407
Value of interest in pooled separate accounts at end of year2019-12-31$252,284
Value of interest in pooled separate accounts at end of year2019-12-31$252,284
Value of interest in pooled separate accounts at beginning of year2019-12-31$261,896
Value of interest in pooled separate accounts at beginning of year2019-12-31$261,896
Interest on participant loans2019-12-31$369,009
Interest on participant loans2019-12-31$369,009
Interest earned on other investments2019-12-31$7,755
Interest earned on other investments2019-12-31$7,755
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$27,445,596
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$27,445,596
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$10,856
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$10,856
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$10,856
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$10,856
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$453,175
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$453,175
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$675,154
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$675,154
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$723,182
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$723,182
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$72,296,242
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$72,296,242
Net investment gain/loss from pooled separate accounts2019-12-31$11,053
Net investment gain/loss from pooled separate accounts2019-12-31$11,053
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$19,138,164
Contributions received in cash from employer2019-12-31$19,138,164
Employer contributions (assets) at end of year2019-12-31$710,385
Employer contributions (assets) at end of year2019-12-31$710,385
Employer contributions (assets) at beginning of year2019-12-31$718,493
Employer contributions (assets) at beginning of year2019-12-31$718,493
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$49,861,240
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$49,861,240
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31ALDRICH CPAS & ADVISORS LLP
Accountancy firm name2019-12-31ALDRICH CPAS & ADVISORS LLP
Accountancy firm EIN2019-12-31930623286
Accountancy firm EIN2019-12-31930623286
2018 : ASANTE 403B PLAN 2018 401k financial data
Total transfer of assets to this plan2018-12-31$37,343
Total income from all sources (including contributions)2018-12-31$155,656,428
Total of all expenses incurred2018-12-31$32,859,804
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$32,341,213
Expenses. Certain deemed distributions of participant loans2018-12-31$52,587
Value of total corrective distributions2018-12-31$2,765
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$177,899,233
Value of total assets at end of year2018-12-31$405,747,114
Value of total assets at beginning of year2018-12-31$282,913,147
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$463,239
Total interest from all sources2018-12-31$288,174
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$5,948,185
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$5,948,185
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$27,189,227
Participant contributions at end of year2018-12-31$6,253,923
Participant contributions at beginning of year2018-12-31$4,729,273
Participant contributions at end of year2018-12-31$879,692
Participant contributions at beginning of year2018-12-31$808,103
Assets. Other investments not covered elsewhere at end of year2018-12-31$3,875,995
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$6,620,552
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$132,142,445
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$8,597
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$7,406
Other income not declared elsewhere2018-12-31$-191,149
Administrative expenses (other) incurred2018-12-31$444,489
Total non interest bearing cash at end of year2018-12-31$361,073
Total non interest bearing cash at beginning of year2018-12-31$213,946
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$122,796,624
Value of net assets at end of year (total assets less liabilities)2018-12-31$405,747,114
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$282,913,147
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$18,750
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$392,653,407
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$269,296,040
Value of interest in pooled separate accounts at end of year2018-12-31$261,896
Value of interest in pooled separate accounts at beginning of year2018-12-31$318,425
Interest on participant loans2018-12-31$265,908
Interest earned on other investments2018-12-31$22,239
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$10,856
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$7,212
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$7,212
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$27
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$723,182
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$320,564
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-28,267,647
Net investment gain/loss from pooled separate accounts2018-12-31$-20,368
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$18,567,561
Employer contributions (assets) at end of year2018-12-31$718,493
Employer contributions (assets) at beginning of year2018-12-31$591,626
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$32,341,213
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31ALDRICH CPAS & ADVISORS LLP
Accountancy firm EIN2018-12-31930623286
2017 : ASANTE 403B PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$77,248,137
Total of all expenses incurred2017-12-31$19,269,302
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$18,718,250
Expenses. Certain deemed distributions of participant loans2017-12-31$40,092
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$43,900,157
Value of total assets at end of year2017-12-31$282,913,147
Value of total assets at beginning of year2017-12-31$224,934,312
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$510,960
Total interest from all sources2017-12-31$225,930
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$4,106,444
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$4,106,444
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$25,166,629
Participant contributions at end of year2017-12-31$4,729,273
Participant contributions at beginning of year2017-12-31$4,489,892
Participant contributions at end of year2017-12-31$808,103
Participant contributions at beginning of year2017-12-31$754,794
Assets. Other investments not covered elsewhere at end of year2017-12-31$6,620,552
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$6,368,506
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$2,400,432
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$7,406
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$3,778
Other income not declared elsewhere2017-12-31$845,110
Administrative expenses (other) incurred2017-12-31$435,960
Total non interest bearing cash at end of year2017-12-31$213,946
Total non interest bearing cash at beginning of year2017-12-31$152,984
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$57,978,835
Value of net assets at end of year (total assets less liabilities)2017-12-31$282,913,147
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$224,934,312
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$75,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$269,296,040
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$212,548,153
Value of interest in pooled separate accounts at end of year2017-12-31$318,425
Value of interest in pooled separate accounts at beginning of year2017-12-31$36,579
Interest on participant loans2017-12-31$205,346
Interest earned on other investments2017-12-31$20,578
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$7,212
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$7,169
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$7,169
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$6
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$320,564
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$572,457
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$28,113,578
Net investment gain/loss from pooled separate accounts2017-12-31$56,918
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$16,333,096
Employer contributions (assets) at end of year2017-12-31$591,626
Employer contributions (assets) at beginning of year2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$18,718,250
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31ALDRICH CPAS & ADVISORS LLP
Accountancy firm EIN2017-12-31930623286
2016 : ASANTE 403B PLAN 2016 401k financial data
Total transfer of assets to this plan2016-12-31$5,619,706
Total income from all sources (including contributions)2016-12-31$42,901,488
Total of all expenses incurred2016-12-31$17,937,906
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$17,536,380
Expenses. Certain deemed distributions of participant loans2016-12-31$9,843
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$25,749,663
Value of total assets at end of year2016-12-31$224,934,312
Value of total assets at beginning of year2016-12-31$194,351,024
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$391,683
Total interest from all sources2016-12-31$190,847
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$3,270,637
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$3,270,637
Administrative expenses professional fees incurred2016-12-31$285
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$22,239,065
Participant contributions at end of year2016-12-31$4,489,892
Participant contributions at beginning of year2016-12-31$4,214,035
Participant contributions at end of year2016-12-31$754,794
Participant contributions at beginning of year2016-12-31$638,576
Assets. Other investments not covered elsewhere at end of year2016-12-31$6,368,506
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$5,121,042
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$3,510,598
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$3,778
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$2,807
Other income not declared elsewhere2016-12-31$367,194
Administrative expenses (other) incurred2016-12-31$333,854
Total non interest bearing cash at end of year2016-12-31$152,984
Total non interest bearing cash at beginning of year2016-12-31$92,849
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$24,963,582
Value of net assets at end of year (total assets less liabilities)2016-12-31$224,934,312
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$194,351,024
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$57,544
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$212,548,153
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$184,202,943
Value of interest in pooled separate accounts at end of year2016-12-31$36,579
Value of interest in pooled separate accounts at beginning of year2016-12-31$36,134
Interest on participant loans2016-12-31$189,645
Interest earned on other investments2016-12-31$1,202
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$7,169
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$7,976
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$7,976
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$572,457
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$34,662
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$13,321,090
Net investment gain/loss from pooled separate accounts2016-12-31$2,057
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$17,536,380
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31ALDRICH CPAS & ADVISORS LLP
Accountancy firm EIN2016-12-31930623286
2015 : ASANTE 403B PLAN 2015 401k financial data
Total transfer of assets to this plan2015-12-31$245,385
Total income from all sources (including contributions)2015-12-31$21,592,954
Total of all expenses incurred2015-12-31$22,627,508
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$22,209,967
Expenses. Certain deemed distributions of participant loans2015-12-31$1,986
Value of total corrective distributions2015-12-31$3,182
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$24,086,658
Value of total assets at end of year2015-12-31$194,351,024
Value of total assets at beginning of year2015-12-31$195,140,193
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$412,373
Total interest from all sources2015-12-31$168,146
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$3,192,934
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$3,192,934
Administrative expenses professional fees incurred2015-12-31$14,500
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$10,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$20,190,121
Participant contributions at end of year2015-12-31$4,214,035
Participant contributions at beginning of year2015-12-31$3,636,989
Participant contributions at end of year2015-12-31$638,576
Participant contributions at beginning of year2015-12-31$606,383
Assets. Other investments not covered elsewhere at end of year2015-12-31$5,121,042
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$3,304,944
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$3,880,734
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$2,807
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$10,367
Other income not declared elsewhere2015-12-31$-67,440
Administrative expenses (other) incurred2015-12-31$322,873
Total non interest bearing cash at end of year2015-12-31$92,849
Total non interest bearing cash at beginning of year2015-12-31$73,753
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-1,034,554
Value of net assets at end of year (total assets less liabilities)2015-12-31$194,351,024
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$195,140,193
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$75,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$184,202,943
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$187,416,472
Value of interest in pooled separate accounts at end of year2015-12-31$36,134
Value of interest in pooled separate accounts at beginning of year2015-12-31$36,345
Interest on participant loans2015-12-31$166,408
Interest earned on other investments2015-12-31$1,738
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$7,976
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$4,484
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$4,484
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$34,662
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$50,456
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-5,787,068
Net investment gain/loss from pooled separate accounts2015-12-31$-276
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$15,803
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$22,209,967
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31AKT LLP
Accountancy firm EIN2015-12-31930623286
2014 : ASANTE 403B PLAN 2014 401k financial data
Total transfer of assets to this plan2014-12-31$1,233,916
Total income from all sources (including contributions)2014-12-31$31,952,103
Total of all expenses incurred2014-12-31$16,817,511
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$16,465,650
Expenses. Certain deemed distributions of participant loans2014-12-31$1,450
Value of total corrective distributions2014-12-31$3,659
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$21,056,203
Value of total assets at end of year2014-12-31$195,140,193
Value of total assets at beginning of year2014-12-31$178,771,685
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$346,752
Total interest from all sources2014-12-31$148,279
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$3,681,577
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$3,681,577
Administrative expenses professional fees incurred2014-12-31$12,000
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$10,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$17,032,928
Participant contributions at end of year2014-12-31$3,636,989
Participant contributions at beginning of year2014-12-31$3,286,441
Participant contributions at end of year2014-12-31$606,383
Assets. Other investments not covered elsewhere at end of year2014-12-31$3,304,944
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$3,576,626
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$4,023,275
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$10,367
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$1,033
Other income not declared elsewhere2014-12-31$251,731
Administrative expenses (other) incurred2014-12-31$305,252
Total non interest bearing cash at end of year2014-12-31$73,753
Total non interest bearing cash at beginning of year2014-12-31$21,517
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$15,134,592
Value of net assets at end of year (total assets less liabilities)2014-12-31$195,140,193
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$178,771,685
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$29,500
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$187,416,472
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$171,794,241
Value of interest in pooled separate accounts at end of year2014-12-31$36,345
Value of interest in pooled separate accounts at beginning of year2014-12-31$39,166
Interest on participant loans2014-12-31$146,390
Interest earned on other investments2014-12-31$1,889
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$4,484
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$4,419
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$4,419
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$50,456
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$48,242
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$6,807,873
Net investment gain/loss from pooled separate accounts2014-12-31$6,440
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$16,465,650
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31AKT LLP
Accountancy firm EIN2014-12-31930623286
2013 : ASANTE 403B PLAN 2013 401k financial data
Total transfer of assets to this plan2013-12-31$24,040
Total income from all sources (including contributions)2013-12-31$42,230,010
Total of all expenses incurred2013-12-31$14,517,183
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$14,336,442
Expenses. Certain deemed distributions of participant loans2013-12-31$19,507
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$16,800,319
Value of total assets at end of year2013-12-31$178,771,685
Value of total assets at beginning of year2013-12-31$151,034,818
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$161,234
Total interest from all sources2013-12-31$139,881
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$2,431,149
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$2,431,149
Administrative expenses professional fees incurred2013-12-31$10,000
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$10,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$15,419,975
Participant contributions at end of year2013-12-31$3,286,441
Participant contributions at beginning of year2013-12-31$3,054,512
Assets. Other investments not covered elsewhere at end of year2013-12-31$3,576,626
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$3,244,522
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$1,380,344
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$1,033
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$1,506
Administrative expenses (other) incurred2013-12-31$151,234
Total non interest bearing cash at end of year2013-12-31$21,517
Total non interest bearing cash at beginning of year2013-12-31$29,169
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$27,712,827
Value of net assets at end of year (total assets less liabilities)2013-12-31$178,771,685
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$151,034,818
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$171,794,241
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$144,606,578
Value of interest in pooled separate accounts at end of year2013-12-31$39,166
Value of interest in pooled separate accounts at beginning of year2013-12-31$30,144
Interest on participant loans2013-12-31$138,012
Interest earned on other investments2013-12-31$1,868
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$4,419
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$4,327
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$4,327
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$1
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$48,242
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$64,060
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$22,850,915
Net investment gain/loss from pooled separate accounts2013-12-31$7,746
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$14,336,442
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31AKT LLP
Accountancy firm EIN2013-12-31930623286
2012 : ASANTE 403B PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$31,505,775
Total of all expenses incurred2012-12-31$15,026,093
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$14,884,008
Expenses. Certain deemed distributions of participant loans2012-12-31$40,274
Value of total corrective distributions2012-12-31$1,402
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$15,437,778
Value of total assets at end of year2012-12-31$151,034,818
Value of total assets at beginning of year2012-12-31$134,555,136
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$100,409
Total interest from all sources2012-12-31$123,585
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$2,928,709
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$2,928,709
Administrative expenses professional fees incurred2012-12-31$4,500
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$10,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$13,927,602
Participant contributions at end of year2012-12-31$3,054,512
Participant contributions at beginning of year2012-12-31$2,594,227
Assets. Other investments not covered elsewhere at end of year2012-12-31$3,244,522
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$2,884,658
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$1,510,176
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$1,506
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$2,766
Other income not declared elsewhere2012-12-31$266,967
Administrative expenses (other) incurred2012-12-31$55,495
Total non interest bearing cash at end of year2012-12-31$29,169
Total non interest bearing cash at beginning of year2012-12-31$8,256
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$16,479,682
Value of net assets at end of year (total assets less liabilities)2012-12-31$151,034,818
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$134,555,136
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$40,414
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$144,606,578
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$128,969,655
Value of interest in pooled separate accounts at end of year2012-12-31$30,144
Value of interest in pooled separate accounts at beginning of year2012-12-31$36,805
Interest on participant loans2012-12-31$121,543
Interest earned on other investments2012-12-31$2,042
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$4,327
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$809
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$809
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$64,060
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$57,960
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$12,739,855
Net investment gain/loss from pooled separate accounts2012-12-31$8,881
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$14,884,008
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31AKT LLP
Accountancy firm EIN2012-12-31930623286
2011 : ASANTE 403B PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$12,989,170
Total of all expenses incurred2011-12-31$9,477,528
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$9,337,736
Expenses. Certain deemed distributions of participant loans2011-12-31$72,102
Value of total corrective distributions2011-12-31$2,031
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$14,503,334
Value of total assets at end of year2011-12-31$134,555,136
Value of total assets at beginning of year2011-12-31$131,043,494
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$65,659
Total interest from all sources2011-12-31$131,812
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$2,396,108
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$2,396,108
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$10,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$13,022,569
Participant contributions at end of year2011-12-31$2,594,227
Participant contributions at beginning of year2011-12-31$2,093,880
Assets. Other investments not covered elsewhere at end of year2011-12-31$2,884,658
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$1,934,772
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$1,480,765
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$2,766
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$5,955
Other income not declared elsewhere2011-12-31$-85,928
Administrative expenses (other) incurred2011-12-31$54,909
Total non interest bearing cash at end of year2011-12-31$8,256
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$3,511,642
Value of net assets at end of year (total assets less liabilities)2011-12-31$134,555,136
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$131,043,494
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$10,750
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$128,969,655
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$126,158,120
Value of interest in pooled separate accounts at end of year2011-12-31$36,805
Value of interest in pooled separate accounts at beginning of year2011-12-31$41,980
Interest on participant loans2011-12-31$128,938
Interest earned on other investments2011-12-31$2,874
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$809
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$4,377
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$4,377
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$57,960
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$804,410
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-3,957,829
Net investment gain/loss from pooled separate accounts2011-12-31$1,673
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$9,337,736
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31AKT LLP
Accountancy firm EIN2011-12-31930623286
2010 : ASANTE 403B PLAN 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$26,616,005
Total of all expenses incurred2010-12-31$9,462,883
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$9,342,028
Expenses. Certain deemed distributions of participant loans2010-12-31$112,203
Value of total corrective distributions2010-12-31$1,384
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$12,888,873
Value of total assets at end of year2010-12-31$131,043,494
Value of total assets at beginning of year2010-12-31$113,890,372
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$7,268
Total interest from all sources2010-12-31$130,878
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$2,085,289
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$2,085,289
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$10,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$11,707,473
Participant contributions at end of year2010-12-31$2,093,880
Participant contributions at beginning of year2010-12-31$1,260,124
Assets. Other investments not covered elsewhere at end of year2010-12-31$1,934,772
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$1,915,123
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$1,181,400
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$5,955
Other income not declared elsewhere2010-12-31$138,858
Administrative expenses (other) incurred2010-12-31$7,268
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$17,153,122
Value of net assets at end of year (total assets less liabilities)2010-12-31$131,043,494
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$113,890,372
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$126,158,120
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$108,563,652
Value of interest in pooled separate accounts at end of year2010-12-31$41,980
Value of interest in pooled separate accounts at beginning of year2010-12-31$662,840
Interest on participant loans2010-12-31$105,694
Interest earned on other investments2010-12-31$25,184
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$4,377
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$4,399
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$4,399
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$804,410
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$1,484,234
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$11,367,483
Net investment gain/loss from pooled separate accounts2010-12-31$4,624
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$9,342,028
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31AKT LLP
Accountancy firm EIN2010-12-31930623286
2009 : ASANTE 403B PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for ASANTE 403B PLAN

2022: ASANTE 403B PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: ASANTE 403B PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: ASANTE 403B PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: ASANTE 403B PLAN 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 funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: ASANTE 403B PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedYes
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: ASANTE 403B PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: ASANTE 403B PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: ASANTE 403B PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: ASANTE 403B PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: ASANTE 403B PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: ASANTE 403B PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: ASANTE 403B PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: ASANTE 403B PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: ASANTE 403B PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
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 funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVC6503
Policy instance 1
Insurance contract or identification numberVC6503
Number of Individuals Covered4
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $58
Total amount of fees paid to insurance companyUSD $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 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?Yes
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 $58
Insurance broker organization code?3
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVF5418
Policy instance 4
Insurance contract or identification numberVF5418
Number of Individuals Covered12
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $601
Total amount of fees paid to insurance companyUSD $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 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?Yes
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 $481
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerSUPPLEMENTAL COMMISSIONS
Insurance broker organization code?3
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number47312
Policy instance 3
Insurance contract or identification number47312
Number of Individuals Covered25
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $51
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $27
Insurance broker organization code?3
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number54395
Policy instance 2
Insurance contract or identification number54395
Number of Individuals Covered30
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVC6503
Policy instance 1
Insurance contract or identification numberVC6503
Number of Individuals Covered6
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $72
Total amount of fees paid to insurance companyUSD $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 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?Yes
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 $72
Insurance broker organization code?3
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number54395
Policy instance 2
Insurance contract or identification number54395
Number of Individuals Covered30
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number47312
Policy instance 3
Insurance contract or identification number47312
Number of Individuals Covered25
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $31
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $31
Insurance broker organization code?3
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVF5418
Policy instance 4
Insurance contract or identification numberVF5418
Number of Individuals Covered12
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $4,761
Total amount of fees paid to insurance companyUSD $825
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit 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?Yes
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 $3,809
Amount paid for insurance broker fees660
Additional information about fees paid to insurance brokerSUPPLEMENTAL COMMISSIONS
Insurance broker organization code?3
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVC6503
Policy instance 1
Insurance contract or identification numberVC6503
Number of Individuals Covered6
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $60
Total amount of fees paid to insurance companyUSD $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 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?Yes
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 $60
Insurance broker organization code?3
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number54395
Policy instance 2
Insurance contract or identification number54395
Number of Individuals Covered13
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number47312
Policy instance 3
Insurance contract or identification number47312
Number of Individuals Covered28
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $432
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $373
Insurance broker organization code?3
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVF5418
Policy instance 4
Insurance contract or identification numberVF5418
Number of Individuals Covered13
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $617
Total amount of fees paid to insurance companyUSD $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 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?Yes
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 $494
Insurance broker organization code?3
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract numberTT069219
Policy instance 3
Insurance contract or identification numberTT069219
Number of Individuals Covered0
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit 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
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number47312
Policy instance 4
Insurance contract or identification number47312
Number of Individuals Covered28
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $364
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $314
Insurance broker organization code?3
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVF5418
Policy instance 5
Insurance contract or identification numberVF5418
Number of Individuals Covered13
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $616
Total amount of fees paid to insurance companyUSD $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 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?Yes
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 $493
Insurance broker organization code?3
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number54395
Policy instance 2
Insurance contract or identification number54395
Number of Individuals Covered32
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVC6503
Policy instance 1
Insurance contract or identification numberVC6503
Number of Individuals Covered6
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $60
Total amount of fees paid to insurance companyUSD $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 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?Yes
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 $60
Insurance broker organization code?3
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract numberTT069219
Policy instance 3
Insurance contract or identification numberTT069219
Number of Individuals Covered6922
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number47312
Policy instance 4
Insurance contract or identification number47312
Number of Individuals Covered36
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVF5418
Policy instance 5
Insurance contract or identification numberVF5418
Number of Individuals Covered15
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $1,779
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,423
Insurance broker organization code?3
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVC6503
Policy instance 1
Insurance contract or identification numberVC6503
Number of Individuals Covered7
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $63
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $63
Insurance broker organization code?3
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number54395
Policy instance 2
Insurance contract or identification number54395
Number of Individuals Covered33
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVF5418
Policy instance 5
Insurance contract or identification numberVF5418
Number of Individuals Covered16
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $383
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $345
Insurance broker organization code?3
Insurance broker nameSEFANI WENDY E
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number47312
Policy instance 4
Insurance contract or identification number47312
Number of Individuals Covered33
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract numberTT069219
Policy instance 3
Insurance contract or identification numberTT069219
Number of Individuals Covered6139
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVC6503
Policy instance 1
Insurance contract or identification numberVC6503
Number of Individuals Covered10
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $65
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $65
Insurance broker organization code?3
Insurance broker nameFONG MAGEN
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number54395
Policy instance 2
Insurance contract or identification number54395
Number of Individuals Covered33
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVC6503
Policy instance 1
Insurance contract or identification numberVC6503
Number of Individuals Covered11
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $70
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $70
Insurance broker organization code?3
Insurance broker nameFONG MAGEN
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number54395
Policy instance 2
Insurance contract or identification number54395
Number of Individuals Covered33
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract numberTT069219
Policy instance 3
Insurance contract or identification numberTT069219
Number of Individuals Covered4154
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVC6503
Policy instance 1
Insurance contract or identification numberVC6503
Number of Individuals Covered13
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $59
Total amount of fees paid to insurance companyUSD $24
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $23
Insurance broker organization code?3
Amount paid for insurance broker fees24
Insurance broker nameFONG MAGEN
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number54395
Policy instance 2
Insurance contract or identification number54395
Number of Individuals Covered37
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract numberTT069219
Policy instance 3
Insurance contract or identification numberTT069219
Number of Individuals Covered3741
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract numberTT069219
Policy instance 3
Insurance contract or identification numberTT069219
Number of Individuals Covered3506
Insurance policy start date2013-01-15
Insurance policy end date2013-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number54395
Policy instance 2
Insurance contract or identification number54395
Number of Individuals Covered38
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVC6503
Policy instance 1
Insurance contract or identification numberVC6503
Number of Individuals Covered13
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $63
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $63
Insurance broker organization code?3
Insurance broker nameROBYN ANDERSON
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number54395
Policy instance 2
Insurance contract or identification number54395
Number of Individuals Covered77
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVC6503
Policy instance 1
Insurance contract or identification numberVC6503
Number of Individuals Covered14
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $73
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $73
Insurance broker organization code?3
Insurance broker nameROBYN ANDERSON
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number54395
Policy instance 2
Insurance contract or identification number54395
Number of Individuals Covered79
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVC6503
Policy instance 1
Insurance contract or identification numberVC6503
Number of Individuals Covered15
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $78
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVC6503
Policy instance 1
Insurance contract or identification numberVC6503
Number of Individuals Covered16
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $89
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $89
Insurance broker organization code?3
Insurance broker nameROBYN ANDERSON
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number54395
Policy instance 2
Insurance contract or identification number54395
Number of Individuals Covered268
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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