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ASHLAND COMMUNITY HOSPITAL 403(B) PLAN 401k Plan overview

Plan NameASHLAND COMMUNITY HOSPITAL 403(B) PLAN
Plan identification number 003

ASHLAND COMMUNITY HOSPITAL 403(B) 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.
  • 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

ASHLAND COMMUNITY HEALTHCARE SERVICES has sponsored the creation of one or more 401k plans.

Company Name:ASHLAND COMMUNITY HEALTHCARE SERVICES
Employer identification number (EIN):931213059
NAIC Classification:622000
NAIC Description: Hospitals

Additional information about ASHLAND COMMUNITY HEALTHCARE SERVICES

Jurisdiction of Incorporation: Oregon Secretary of State Corporations Division
Incorporation Date: 1996-04-08
Company Identification Number: 51030584
Legal Registered Office Address: 2650 SISKIYOU BLVD

MEDFORD
United States of America (USA)
97504

More information about ASHLAND COMMUNITY HEALTHCARE SERVICES

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ASHLAND COMMUNITY HOSPITAL 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032016-01-01PAUL MACUGA
0032015-01-01GREGG EDWARDS
0032014-01-01GREGG EDWARDS
0032013-01-01GREGG EDWARDS

Plan Statistics for ASHLAND COMMUNITY HOSPITAL 403(B) PLAN

401k plan membership statisitcs for ASHLAND COMMUNITY HOSPITAL 403(B) PLAN

Measure Date Value
2016: ASHLAND COMMUNITY HOSPITAL 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01174
Total number of active participants reported on line 7a of the Form 55002016-01-010
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-010
Number of participants with account balances2016-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: ASHLAND COMMUNITY HOSPITAL 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01204
Total number of active participants reported on line 7a of the Form 55002015-01-0178
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0196
Total of all active and inactive participants2015-01-01174
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01174
Number of participants with account balances2015-01-01174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: ASHLAND COMMUNITY HOSPITAL 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01287
Total number of active participants reported on line 7a of the Form 55002014-01-01100
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01103
Total of all active and inactive participants2014-01-01203
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-01204
Number of participants with account balances2014-01-01204
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: ASHLAND COMMUNITY HOSPITAL 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01308
Total number of active participants reported on line 7a of the Form 55002013-01-01220
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0166
Total of all active and inactive participants2013-01-01286
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-01287
Number of participants with account balances2013-01-01287
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010

Financial Data on ASHLAND COMMUNITY HOSPITAL 403(B) PLAN

Measure Date Value
2016 : ASHLAND COMMUNITY HOSPITAL 403(B) PLAN 2016 401k financial data
Total transfer of assets from this plan2016-12-31$5,619,706
Total income from all sources (including contributions)2016-12-31$240,194
Total of all expenses incurred2016-12-31$410,905
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$407,735
Value of total assets at end of year2016-12-31$0
Value of total assets at beginning of year2016-12-31$5,790,417
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$3,170
Total interest from all sources2016-12-31$20,131
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$12,811
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2016-12-31$0
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$12,811
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 period2016-12-31Yes
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
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$11,525
Administrative expenses (other) incurred2016-12-31$3,170
Total non interest bearing cash at end of year2016-12-31$0
Total non interest bearing cash at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-170,711
Value of net assets at end of year (total assets less liabilities)2016-12-31$0
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$5,790,417
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$5,223,631
Interest on participant loans2016-12-31$347
Interest earned on other investments2016-12-31$7,691
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$12,093
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$555,261
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$207,252
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$407,735
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31Yes
Did the plan have assets held for investment2016-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31Yes
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 : ASHLAND COMMUNITY HOSPITAL 403(B) PLAN 2015 401k financial data
Total transfer of assets from this plan2015-12-31$245,385
Total income from all sources (including contributions)2015-12-31$159,198
Total of all expenses incurred2015-12-31$986,493
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$979,211
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$18,022
Value of total assets at end of year2015-12-31$5,790,417
Value of total assets at beginning of year2015-12-31$6,863,097
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$7,282
Total interest from all sources2015-12-31$18,282
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$53,277
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$53,277
Administrative expenses professional fees incurred2015-12-31$431
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
Participant contributions at end of year2015-12-31$11,525
Participant contributions at beginning of year2015-12-31$11,189
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$18,022
Administrative expenses (other) incurred2015-12-31$6,851
Total non interest bearing cash at end of year2015-12-31$0
Total non interest bearing cash at beginning of year2015-12-31$819
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-827,295
Value of net assets at end of year (total assets less liabilities)2015-12-31$5,790,417
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$6,863,097
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$5,223,631
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$6,335,468
Interest on participant loans2015-12-31$336
Interest earned on other investments2015-12-31$17,946
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$555,261
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$515,621
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$69,617
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$979,211
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 : ASHLAND COMMUNITY HOSPITAL 403(B) PLAN 2014 401k financial data
Total transfer of assets from this plan2014-12-31$1,233,916
Total income from all sources (including contributions)2014-12-31$397,206
Total of all expenses incurred2014-12-31$1,459,518
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,453,196
Value of total assets at end of year2014-12-31$6,863,097
Value of total assets at beginning of year2014-12-31$9,159,325
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$6,322
Total interest from all sources2014-12-31$19,226
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$78,845
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$78,845
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
Participant contributions at end of year2014-12-31$11,189
Participant contributions at beginning of year2014-12-31$22,764
Administrative expenses (other) incurred2014-12-31$6,322
Total non interest bearing cash at end of year2014-12-31$819
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-1,062,312
Value of net assets at end of year (total assets less liabilities)2014-12-31$6,863,097
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$9,159,325
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$6,335,468
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$8,554,984
Interest on participant loans2014-12-31$404
Interest earned on other investments2014-12-31$18,822
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$515,621
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$581,577
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$299,135
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$1,453,196
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 : ASHLAND COMMUNITY HOSPITAL 403(B) PLAN 2013 401k financial data
Total transfer of assets to this plan2013-12-31$16,509
Total income from all sources (including contributions)2013-12-31$2,403,828
Total of all expenses incurred2013-12-31$1,431,707
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,429,303
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$800,050
Value of total assets at end of year2013-12-31$9,159,325
Value of total assets at beginning of year2013-12-31$8,170,695
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$2,404
Total interest from all sources2013-12-31$22,103
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$64,162
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$64,162
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$741,135
Participant contributions at end of year2013-12-31$22,764
Participant contributions at beginning of year2013-12-31$26,922
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$58,915
Administrative expenses (other) incurred2013-12-31$2,404
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$972,121
Value of net assets at end of year (total assets less liabilities)2013-12-31$9,159,325
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$8,170,695
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$8,554,984
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$7,516,561
Interest on participant loans2013-12-31$744
Interest earned on other investments2013-12-31$21,359
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$581,577
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$627,212
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,517,513
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$1,429,303
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)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31AKT LLP
Accountancy firm EIN2013-12-31930623286

Form 5500 Responses for ASHLAND COMMUNITY HOSPITAL 403(B) PLAN

2016: ASHLAND COMMUNITY HOSPITAL 403(B) 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: ASHLAND COMMUNITY HOSPITAL 403(B) 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: ASHLAND COMMUNITY HOSPITAL 403(B) 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: ASHLAND COMMUNITY HOSPITAL 403(B) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01First time form 5500 has been submittedYes
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTA069223
Policy instance 1
Insurance contract or identification numberTA069223
Number of Individuals Covered95
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
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
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number47312
Policy instance 2
Insurance contract or identification number47312
Number of Individuals Covered39
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
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 numberVF5148
Policy instance 3
Insurance contract or identification numberVF5148
Number of Individuals Covered16
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $1,106
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 $664
Insurance broker organization code?3
Insurance broker nameFONG MAGEN
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTA069222
Policy instance 1
Insurance contract or identification numberTA069222
Number of Individuals Covered115
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
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
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number47312
Policy instance 2
Insurance contract or identification number47312
Number of Individuals Covered45
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
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 numberVF5148
Policy instance 3
Insurance contract or identification numberVF5148
Number of Individuals Covered18
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $649
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 $442
Insurance broker organization code?3
Insurance broker nameFONG MAGEN
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTA069222
Policy instance 1
Insurance contract or identification numberTA069222
Number of Individuals Covered182
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
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
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number47312
Policy instance 2
Insurance contract or identification number47312
Number of Individuals Covered50
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
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 numberVF5148
Policy instance 3
Insurance contract or identification numberVF5148
Number of Individuals Covered19
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $890
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 $709
Insurance broker organization code?3
Insurance broker nameWENDY STEFANI

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