NORMAN BUILDING & DESIGN, LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan NORMAN BUILDING & DESIGN 401K PLAN
Measure | Date | Value |
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2016: NORMAN BUILDING & DESIGN 401K PLAN 2016 401k membership |
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Total participants, beginning-of-year | 2016-01-01 | 21 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 21 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 3 |
Total of all active and inactive participants | 2016-01-01 | 24 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 24 |
Number of participants with account balances | 2016-01-01 | 24 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: NORMAN BUILDING & DESIGN 401K PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 19 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 18 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 3 |
Total of all active and inactive participants | 2015-01-01 | 21 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 21 |
Number of participants with account balances | 2015-01-01 | 21 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: NORMAN BUILDING & DESIGN 401K PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 17 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 18 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 1 |
Total of all active and inactive participants | 2014-01-01 | 19 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 19 |
Number of participants with account balances | 2014-01-01 | 18 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: NORMAN BUILDING & DESIGN 401K PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 18 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 16 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 1 |
Total of all active and inactive participants | 2013-01-01 | 17 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 17 |
Number of participants with account balances | 2013-01-01 | 14 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: NORMAN BUILDING & DESIGN 401K PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 18 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 17 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 1 |
Total of all active and inactive participants | 2012-01-01 | 18 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 18 |
Number of participants with account balances | 2012-01-01 | 15 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: NORMAN BUILDING & DESIGN 401K PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 20 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 16 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 2 |
Total of all active and inactive participants | 2011-01-01 | 18 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 18 |
Number of participants with account balances | 2011-01-01 | 16 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
Measure | Date | Value |
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2016 : NORMAN BUILDING & DESIGN 401K PLAN 2016 401k financial data |
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Total plan liabilities at end of year | 2016-12-31 | $0 |
Total plan liabilities at beginning of year | 2016-12-31 | $0 |
Total income from all sources | 2016-12-31 | $58,257 |
Expenses. Total of all expenses incurred | 2016-12-31 | $91,190 |
Benefits paid (including direct rollovers) | 2016-12-31 | $85,626 |
Total plan assets at end of year | 2016-12-31 | $1,229,846 |
Total plan assets at beginning of year | 2016-12-31 | $1,262,779 |
Value of fidelity bond covering the plan | 2016-12-31 | $150,000 |
Total contributions received or receivable from participants | 2016-12-31 | $75,838 |
Assets. Value of loans (other than to participants) | 2016-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2016-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2016-12-31 | $0 |
Other income received | 2016-12-31 | $-62,707 |
Noncash contributions received | 2016-12-31 | $0 |
Net income (gross income less expenses) | 2016-12-31 | $-32,933 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $1,229,846 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $1,262,779 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $45,126 |
Value of certain deemed distributions of participant loans | 2016-12-31 | $0 |
Value of corrective distributions | 2016-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $5,564 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
2015 : NORMAN BUILDING & DESIGN 401K PLAN 2015 401k financial data |
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Total plan liabilities at end of year | 2015-12-31 | $0 |
Total plan liabilities at beginning of year | 2015-12-31 | $0 |
Total income from all sources | 2015-12-31 | $129,516 |
Expenses. Total of all expenses incurred | 2015-12-31 | $5,533 |
Benefits paid (including direct rollovers) | 2015-12-31 | $0 |
Total plan assets at end of year | 2015-12-31 | $1,262,779 |
Total plan assets at beginning of year | 2015-12-31 | $1,138,796 |
Value of fidelity bond covering the plan | 2015-12-31 | $150,000 |
Total contributions received or receivable from participants | 2015-12-31 | $82,698 |
Assets. Value of loans (other than to participants) | 2015-12-31 | $127,750 |
Expenses. Other expenses not covered elsewhere | 2015-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2015-12-31 | $0 |
Other income received | 2015-12-31 | $3,787 |
Noncash contributions received | 2015-12-31 | $0 |
Net income (gross income less expenses) | 2015-12-31 | $123,983 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $1,262,779 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $1,138,796 |
Assets. Value of participant loans | 2015-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $43,031 |
Value of certain deemed distributions of participant loans | 2015-12-31 | $0 |
Value of corrective distributions | 2015-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $5,533 |
2014 : NORMAN BUILDING & DESIGN 401K PLAN 2014 401k financial data |
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Transfers to/from the plan | 2014-12-31 | $0 |
Total plan liabilities at end of year | 2014-12-31 | $0 |
Total plan liabilities at beginning of year | 2014-12-31 | $744 |
Total income from all sources | 2014-12-31 | $147,653 |
Expenses. Total of all expenses incurred | 2014-12-31 | $5,815 |
Benefits paid (including direct rollovers) | 2014-12-31 | $0 |
Total plan assets at end of year | 2014-12-31 | $1,138,796 |
Total plan assets at beginning of year | 2014-12-31 | $997,702 |
Value of fidelity bond covering the plan | 2014-12-31 | $150,000 |
Total contributions received or receivable from participants | 2014-12-31 | $75,727 |
Assets. Value of loans (other than to participants) | 2014-12-31 | $100,000 |
Expenses. Other expenses not covered elsewhere | 2014-12-31 | $0 |
Other income received | 2014-12-31 | $34,470 |
Net income (gross income less expenses) | 2014-12-31 | $141,838 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $1,138,796 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $996,958 |
Assets. Value of participant loans | 2014-12-31 | $405 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $37,456 |
Value of certain deemed distributions of participant loans | 2014-12-31 | $0 |
Value of corrective distributions | 2014-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $5,815 |
2013 : NORMAN BUILDING & DESIGN 401K PLAN 2013 401k financial data |
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Transfers to/from the plan | 2013-12-31 | $0 |
Total plan liabilities at end of year | 2013-12-31 | $744 |
Total plan liabilities at beginning of year | 2013-12-31 | $728 |
Total income from all sources | 2013-12-31 | $132,484 |
Expenses. Total of all expenses incurred | 2013-12-31 | $104,433 |
Benefits paid (including direct rollovers) | 2013-12-31 | $98,920 |
Total plan assets at end of year | 2013-12-31 | $997,702 |
Total plan assets at beginning of year | 2013-12-31 | $969,635 |
Value of fidelity bond covering the plan | 2013-12-31 | $150,000 |
Total contributions received or receivable from participants | 2013-12-31 | $17,575 |
Assets. Value of loans (other than to participants) | 2013-12-31 | $100,000 |
Contributions received from other sources (not participants or employers) | 2013-12-31 | $0 |
Other income received | 2013-12-31 | $114,909 |
Noncash contributions received | 2013-12-31 | $0 |
Net income (gross income less expenses) | 2013-12-31 | $28,051 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $996,958 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $968,907 |
Assets. Value of participant loans | 2013-12-31 | $26,290 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $5,513 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
2012 : NORMAN BUILDING & DESIGN 401K PLAN 2012 401k financial data |
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Total plan liabilities at end of year | 2012-12-31 | $728 |
Total plan liabilities at beginning of year | 2012-12-31 | $732 |
Total income from all sources | 2012-12-31 | $150,339 |
Expenses. Total of all expenses incurred | 2012-12-31 | $63,141 |
Benefits paid (including direct rollovers) | 2012-12-31 | $56,869 |
Total plan assets at end of year | 2012-12-31 | $969,635 |
Total plan assets at beginning of year | 2012-12-31 | $882,441 |
Value of fidelity bond covering the plan | 2012-12-31 | $150,000 |
Total contributions received or receivable from participants | 2012-12-31 | $15,121 |
Assets. Value of loans (other than to participants) | 2012-12-31 | $118,750 |
Contributions received from other sources (not participants or employers) | 2012-12-31 | $48,731 |
Other income received | 2012-12-31 | $86,487 |
Net income (gross income less expenses) | 2012-12-31 | $87,198 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $968,907 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $881,709 |
Assets. Value of participant loans | 2012-12-31 | $85,628 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $6,272 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
2011 : NORMAN BUILDING & DESIGN 401K PLAN 2011 401k financial data |
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Total plan liabilities at end of year | 2011-12-31 | $732 |
Total plan liabilities at beginning of year | 2011-12-31 | $738 |
Total income from all sources | 2011-12-31 | $4,029 |
Expenses. Total of all expenses incurred | 2011-12-31 | $10,898 |
Benefits paid (including direct rollovers) | 2011-12-31 | $10,808 |
Total plan assets at end of year | 2011-12-31 | $882,441 |
Total plan assets at beginning of year | 2011-12-31 | $889,316 |
Value of fidelity bond covering the plan | 2011-12-31 | $150,000 |
Assets. Value of loans (other than to participants) | 2011-12-31 | $100,000 |
Other income received | 2011-12-31 | $-8,086 |
Net income (gross income less expenses) | 2011-12-31 | $-6,869 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $881,709 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $888,578 |
Assets. Value of participant loans | 2011-12-31 | $84,124 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $12,115 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $90 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
2010 : NORMAN BUILDING & DESIGN 401K PLAN 2010 401k financial data |
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Total plan liabilities at end of year | 2010-12-31 | $738 |
Total income from all sources | 2010-12-31 | $116,441 |
Expenses. Total of all expenses incurred | 2010-12-31 | $244,487 |
Benefits paid (including direct rollovers) | 2010-12-31 | $241,835 |
Total plan assets at end of year | 2010-12-31 | $889,316 |
Total plan assets at beginning of year | 2010-12-31 | $1,016,624 |
Value of fidelity bond covering the plan | 2010-12-31 | $100,000 |
Total contributions received or receivable from participants | 2010-12-31 | $10,497 |
Assets. Value of loans (other than to participants) | 2010-12-31 | $100,000 |
Expenses. Other expenses not covered elsewhere | 2010-12-31 | $144 |
Other income received | 2010-12-31 | $105,944 |
Net income (gross income less expenses) | 2010-12-31 | $-128,046 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $888,578 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $1,016,624 |
Assets. Value of participant loans | 2010-12-31 | $110,546 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $2,508 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
2016: NORMAN BUILDING & DESIGN 401K PLAN 2016 form 5500 responses |
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2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: NORMAN BUILDING & DESIGN 401K PLAN 2015 form 5500 responses |
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2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: NORMAN BUILDING & DESIGN 401K PLAN 2014 form 5500 responses |
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2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: NORMAN BUILDING & DESIGN 401K PLAN 2013 form 5500 responses |
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2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: NORMAN BUILDING & DESIGN 401K PLAN 2012 form 5500 responses |
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2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: NORMAN BUILDING & DESIGN 401K PLAN 2011 form 5500 responses |
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2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 ) |
Policy contract number | 800224-000 |
Policy instance | 1 |
Insurance contract or identification number | 800224-000 | Number of Individuals Covered | 21 | Insurance policy start date | 2015-01-01 | Insurance policy end date | 2015-12-31 | Total amount of commissions paid to insurance broker | USD $3,145 | Total amount of fees paid to insurance company | USD $498 | Are there contracts with allocated funds for individual policies? | No | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $3,145 | Amount paid for insurance broker fees | 0 | Additional information about fees paid to insurance broker | 00 | Insurance broker organization code? | 3 | Insurance broker name | NORTHWEST RETIREMENT PLANS, INC. |
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TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 ) |
Policy contract number | 800224-000 |
Policy instance | 1 |
Insurance contract or identification number | 800224-000 | Number of Individuals Covered | 18 | Insurance policy start date | 2014-01-01 | Insurance policy end date | 2014-12-31 | Total amount of commissions paid to insurance broker | USD $2,400 | Total amount of fees paid to insurance company | USD $446 | Are there contracts with allocated funds for individual policies? | No | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $2,400 | Amount paid for insurance broker fees | 0 | Additional information about fees paid to insurance broker | 0 | Insurance broker organization code? | 3 | Insurance broker name | NORTHWEST RETIREMENT PLANS, INC. |
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TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 ) |
Policy contract number | 800224-000 |
Policy instance | 1 |
Insurance contract or identification number | 800224-000 | Number of Individuals Covered | 15 | Insurance policy start date | 2013-01-01 | Insurance policy end date | 2013-12-31 | Total amount of commissions paid to insurance broker | USD $2,450 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | No | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $2,061 | Insurance broker organization code? | 3 | Insurance broker name | NORTHWEST RETIREMENT PLANS, INC. |
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TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 ) |
Policy contract number | 800224-000 |
Policy instance | 1 |
Insurance contract or identification number | 800224-000 | Number of Individuals Covered | 15 | Insurance policy start date | 2012-01-01 | Insurance policy end date | 2012-12-31 | Total amount of commissions paid to insurance broker | USD $2,476 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | No | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $2,122 | Insurance broker organization code? | 3 | Insurance broker name | NORTHWEST RETIREMENT PLANS, INC. |
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TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 ) |
Policy contract number | 800224-000 |
Policy instance | 1 |
Insurance contract or identification number | 800224-000 | Number of Individuals Covered | 16 | Insurance policy start date | 2011-01-01 | Insurance policy end date | 2011-12-31 | Total amount of commissions paid to insurance broker | USD $2,090 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | No | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 ) |
Policy contract number | 800224-000 |
Policy instance | 1 |
Insurance contract or identification number | 800224-000 | Number of Individuals Covered | 32 | Insurance policy start date | 2010-01-01 | Insurance policy end date | 2010-12-31 | Total amount of commissions paid to insurance broker | USD $2,179 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | No | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $1,797 | Insurance broker organization code? | 3 | Insurance broker name | NORTHWEST RETIREMENT PLANS, INC. |
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