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LA PAZ PRODUCTS, INC. PROFIT SHARING 401K PLAN 401k Plan overview

Plan NameLA PAZ PRODUCTS, INC. PROFIT SHARING 401K PLAN
Plan identification number 001

LA PAZ PRODUCTS, INC. PROFIT SHARING 401K PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

LA PAZ PRODUCTS, INC. has sponsored the creation of one or more 401k plans.

Company Name:LA PAZ PRODUCTS, INC.
Employer identification number (EIN):952564647
NAIC Classification:312110
NAIC Description: Soft Drink and Ice Manufacturing

Additional information about LA PAZ PRODUCTS, INC.

Jurisdiction of Incorporation: California Department of State
Incorporation Date: 1968-10-15
Company Identification Number: C0557027
Legal Registered Office Address: 1525 E Chapman Ave

Fullerton
United States of America (USA)
92831

More information about LA PAZ PRODUCTS, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LA PAZ PRODUCTS, INC. PROFIT SHARING 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01TIMOTHY CASEY2023-07-19
0012021-01-01TIMOTHY CASEY2022-04-06
0012020-01-01TIMOTHY CASEY2021-10-14
0012019-01-01
0012018-01-01TIM CASEY
0012017-01-01TIM CASEY
0012016-01-01TIM CASEY
0012016-01-01
0012015-01-01TIM CASEY
0012014-01-01TIM CASEY
0012013-01-01TIM CASEY
0012012-01-01TIM CASEY
0012011-01-01TIM CASEY
0012010-01-01TIM CASEY
0012009-01-01TIM CASEY

Plan Statistics for LA PAZ PRODUCTS, INC. PROFIT SHARING 401K PLAN

401k plan membership statisitcs for LA PAZ PRODUCTS, INC. PROFIT SHARING 401K PLAN

Measure Date Value
2022: LA PAZ PRODUCTS, INC. PROFIT SHARING 401K PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0115
Total number of active participants reported on line 7a of the Form 55002022-01-0115
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-011
Total of all active and inactive participants2022-01-0116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-0116
Number of participants with account balances2022-01-0112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: LA PAZ PRODUCTS, INC. PROFIT SHARING 401K PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0116
Total number of active participants reported on line 7a of the Form 55002021-01-0115
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-0115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-0115
Number of participants with account balances2021-01-0113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: LA PAZ PRODUCTS, INC. PROFIT SHARING 401K PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0116
Total number of active participants reported on line 7a of the Form 55002020-01-0116
Number of retired or separated participants receiving benefits2020-01-011
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-0117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0117
Number of participants with account balances2020-01-0110
2019: LA PAZ PRODUCTS, INC. PROFIT SHARING 401K PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0116
Total number of active participants reported on line 7a of the Form 55002019-01-0111
Number of retired or separated participants receiving benefits2019-01-012
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-0113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0113
Number of participants with account balances2019-01-0111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: LA PAZ PRODUCTS, INC. PROFIT SHARING 401K PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0116
Total number of active participants reported on line 7a of the Form 55002018-01-0116
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-0116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0116
Number of participants with account balances2018-01-0111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: LA PAZ PRODUCTS, INC. PROFIT SHARING 401K PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0118
Total number of active participants reported on line 7a of the Form 55002017-01-0115
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-011
Total of all active and inactive participants2017-01-0116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0116
Number of participants with account balances2017-01-0111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: LA PAZ PRODUCTS, INC. PROFIT SHARING 401K PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0120
Total number of active participants reported on line 7a of the Form 55002016-01-0116
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-012
Total of all active and inactive participants2016-01-0118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0118
Number of participants with account balances2016-01-0112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: LA PAZ PRODUCTS, INC. PROFIT SHARING 401K PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0117
Total number of active participants reported on line 7a of the Form 55002015-01-0118
Number of retired or separated participants receiving benefits2015-01-012
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-0120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0120
Number of participants with account balances2015-01-0113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: LA PAZ PRODUCTS, INC. PROFIT SHARING 401K PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0116
Total number of active participants reported on line 7a of the Form 55002014-01-0117
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-0117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0117
Number of participants with account balances2014-01-0111
2013: LA PAZ PRODUCTS, INC. PROFIT SHARING 401K PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0117
Total number of active participants reported on line 7a of the Form 55002013-01-0116
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-0116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0116
Number of participants with account balances2013-01-0111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: LA PAZ PRODUCTS, INC. PROFIT SHARING 401K PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0111
Total number of active participants reported on line 7a of the Form 55002012-01-0116
Number of retired or separated participants receiving benefits2012-01-011
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-0117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0117
Number of participants with account balances2012-01-0111
2011: LA PAZ PRODUCTS, INC. PROFIT SHARING 401K PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0111
Total number of active participants reported on line 7a of the Form 55002011-01-0110
Number of retired or separated participants receiving benefits2011-01-011
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-0111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0111
Number of participants with account balances2011-01-0110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: LA PAZ PRODUCTS, INC. PROFIT SHARING 401K PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0116
Total number of active participants reported on line 7a of the Form 55002010-01-0114
Number of retired or separated participants receiving benefits2010-01-012
Number of other retired or separated participants entitled to future benefits2010-01-010
Total of all active and inactive participants2010-01-0116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-0116
Number of participants with account balances2010-01-0111
2009: LA PAZ PRODUCTS, INC. PROFIT SHARING 401K PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0120
Total number of active participants reported on line 7a of the Form 55002009-01-0115
Number of other retired or separated participants entitled to future benefits2009-01-011
Total of all active and inactive participants2009-01-0116
Total participants2009-01-0116
Number of participants with account balances2009-01-0116

Financial Data on LA PAZ PRODUCTS, INC. PROFIT SHARING 401K PLAN

Measure Date Value
2022 : LA PAZ PRODUCTS, INC. PROFIT SHARING 401K PLAN 2022 401k financial data
Total plan liabilities at end of year2022-12-31$0
Total plan liabilities at beginning of year2022-12-31$0
Total income from all sources2022-12-31$-71,333
Expenses. Total of all expenses incurred2022-12-31$0
Benefits paid (including direct rollovers)2022-12-31$0
Total plan assets at end of year2022-12-31$458,374
Total plan assets at beginning of year2022-12-31$529,707
Value of fidelity bond covering the plan2022-12-31$50,000
Total contributions received or receivable from participants2022-12-31$36,019
Expenses. Other expenses not covered elsewhere2022-12-31$0
Contributions received from other sources (not participants or employers)2022-12-31$0
Other income received2022-12-31$-107,352
Noncash contributions received2022-12-31$0
Net income (gross income less expenses)2022-12-31$-71,333
Net plan assets at end of year (total assets less liabilities)2022-12-31$458,374
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$529,707
Total contributions received or receivable from employer(s)2022-12-31$0
Value of certain deemed distributions of participant loans2022-12-31$0
Value of corrective distributions2022-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$0
2021 : LA PAZ PRODUCTS, INC. PROFIT SHARING 401K PLAN 2021 401k financial data
Total income from all sources2021-12-31$90,502
Expenses. Total of all expenses incurred2021-12-31$58,002
Benefits paid (including direct rollovers)2021-12-31$57,388
Total plan assets at end of year2021-12-31$529,707
Total plan assets at beginning of year2021-12-31$497,207
Value of fidelity bond covering the plan2021-12-31$50,000
Total contributions received or receivable from participants2021-12-31$27,814
Expenses. Other expenses not covered elsewhere2021-12-31$566
Contributions received from other sources (not participants or employers)2021-12-31$0
Other income received2021-12-31$62,688
Noncash contributions received2021-12-31$0
Net income (gross income less expenses)2021-12-31$32,500
Net plan assets at end of year (total assets less liabilities)2021-12-31$529,707
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$497,207
Total contributions received or receivable from employer(s)2021-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$48
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
2020 : LA PAZ PRODUCTS, INC. PROFIT SHARING 401K PLAN 2020 401k financial data
Total income from all sources2020-12-31$94,530
Expenses. Total of all expenses incurred2020-12-31$53,843
Benefits paid (including direct rollovers)2020-12-31$53,843
Total plan assets at end of year2020-12-31$497,207
Total plan assets at beginning of year2020-12-31$456,520
Value of fidelity bond covering the plan2020-12-31$50,000
Total contributions received or receivable from participants2020-12-31$23,987
Other income received2020-12-31$70,543
Net income (gross income less expenses)2020-12-31$40,687
Net plan assets at end of year (total assets less liabilities)2020-12-31$497,207
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$456,520
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
2019 : LA PAZ PRODUCTS, INC. PROFIT SHARING 401K PLAN 2019 401k financial data
Total income from all sources2019-12-31$122,676
Expenses. Total of all expenses incurred2019-12-31$43,997
Benefits paid (including direct rollovers)2019-12-31$43,997
Total plan assets at end of year2019-12-31$456,520
Total plan assets at beginning of year2019-12-31$377,841
Value of fidelity bond covering the plan2019-12-31$50,000
Total contributions received or receivable from participants2019-12-31$38,158
Other income received2019-12-31$84,518
Net income (gross income less expenses)2019-12-31$78,679
Net plan assets at end of year (total assets less liabilities)2019-12-31$456,520
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$377,841
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018 : LA PAZ PRODUCTS, INC. PROFIT SHARING 401K PLAN 2018 401k financial data
Total income from all sources2018-12-31$22,624
Expenses. Total of all expenses incurred2018-12-31$77,843
Benefits paid (including direct rollovers)2018-12-31$77,843
Total plan assets at end of year2018-12-31$377,841
Total plan assets at beginning of year2018-12-31$433,060
Value of fidelity bond covering the plan2018-12-31$50,000
Total contributions received or receivable from participants2018-12-31$34,612
Contributions received from other sources (not participants or employers)2018-12-31$837
Other income received2018-12-31$-12,825
Net income (gross income less expenses)2018-12-31$-55,219
Net plan assets at end of year (total assets less liabilities)2018-12-31$377,841
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$433,060
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : LA PAZ PRODUCTS, INC. PROFIT SHARING 401K PLAN 2017 401k financial data
Total income from all sources2017-12-31$102,383
Expenses. Total of all expenses incurred2017-12-31$85,317
Benefits paid (including direct rollovers)2017-12-31$85,317
Total plan assets at end of year2017-12-31$433,060
Total plan assets at beginning of year2017-12-31$415,994
Value of fidelity bond covering the plan2017-12-31$50,000
Total contributions received or receivable from participants2017-12-31$27,632
Other income received2017-12-31$74,751
Net income (gross income less expenses)2017-12-31$17,066
Net plan assets at end of year (total assets less liabilities)2017-12-31$433,060
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$415,994
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : LA PAZ PRODUCTS, INC. PROFIT SHARING 401K PLAN 2016 401k financial data
Total income from all sources2016-12-31$51,529
Expenses. Total of all expenses incurred2016-12-31$51,356
Benefits paid (including direct rollovers)2016-12-31$51,356
Total plan assets at end of year2016-12-31$415,994
Total plan assets at beginning of year2016-12-31$415,821
Value of fidelity bond covering the plan2016-12-31$50,000
Total contributions received or receivable from participants2016-12-31$24,751
Other income received2016-12-31$26,778
Net income (gross income less expenses)2016-12-31$173
Net plan assets at end of year (total assets less liabilities)2016-12-31$415,994
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$415,821
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : LA PAZ PRODUCTS, INC. PROFIT SHARING 401K PLAN 2015 401k financial data
Transfers to/from the plan2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$30,574
Expenses. Total of all expenses incurred2015-12-31$12,752
Benefits paid (including direct rollovers)2015-12-31$12,752
Total plan assets at end of year2015-12-31$415,821
Total plan assets at beginning of year2015-12-31$397,999
Value of fidelity bond covering the plan2015-12-31$50,000
Total contributions received or receivable from participants2015-12-31$21,394
Other income received2015-12-31$9,180
Net income (gross income less expenses)2015-12-31$17,822
Net plan assets at end of year (total assets less liabilities)2015-12-31$415,821
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$397,999
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : LA PAZ PRODUCTS, INC. PROFIT SHARING 401K PLAN 2014 401k financial data
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$39,369
Expenses. Total of all expenses incurred2014-12-31$0
Total plan assets at end of year2014-12-31$397,999
Total plan assets at beginning of year2014-12-31$358,630
Value of fidelity bond covering the plan2014-12-31$50,000
Total contributions received or receivable from participants2014-12-31$15,246
Other income received2014-12-31$24,123
Net income (gross income less expenses)2014-12-31$39,369
Net plan assets at end of year (total assets less liabilities)2014-12-31$397,999
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$358,630
2013 : LA PAZ PRODUCTS, INC. PROFIT SHARING 401K PLAN 2013 401k financial data
Total income from all sources2013-12-31$75,900
Expenses. Total of all expenses incurred2013-12-31$320
Benefits paid (including direct rollovers)2013-12-31$123
Total plan assets at end of year2013-12-31$358,630
Total plan assets at beginning of year2013-12-31$283,050
Value of fidelity bond covering the plan2013-12-31$50,000
Total contributions received or receivable from participants2013-12-31$14,592
Other income received2013-12-31$61,308
Net income (gross income less expenses)2013-12-31$75,580
Net plan assets at end of year (total assets less liabilities)2013-12-31$358,630
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$283,050
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$197
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : LA PAZ PRODUCTS, INC. PROFIT SHARING 401K PLAN 2012 401k financial data
Total income from all sources2012-12-31$40,351
Expenses. Total of all expenses incurred2012-12-31$0
Total plan assets at end of year2012-12-31$283,050
Total plan assets at beginning of year2012-12-31$242,699
Value of fidelity bond covering the plan2012-12-31$40,000
Total contributions received or receivable from participants2012-12-31$10,442
Other income received2012-12-31$29,909
Net income (gross income less expenses)2012-12-31$40,351
Net plan assets at end of year (total assets less liabilities)2012-12-31$283,050
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$242,699
2011 : LA PAZ PRODUCTS, INC. PROFIT SHARING 401K PLAN 2011 401k financial data
Total income from all sources2011-12-31$10,745
Expenses. Total of all expenses incurred2011-12-31$23,890
Benefits paid (including direct rollovers)2011-12-31$15,302
Total plan assets at end of year2011-12-31$242,699
Total plan assets at beginning of year2011-12-31$255,844
Value of fidelity bond covering the plan2011-12-31$40,000
Expenses. Other expenses not covered elsewhere2011-12-31$8,588
Other income received2011-12-31$545
Net income (gross income less expenses)2011-12-31$-13,145
Net plan assets at end of year (total assets less liabilities)2011-12-31$242,699
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$255,844
Total contributions received or receivable from employer(s)2011-12-31$10,200
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : LA PAZ PRODUCTS, INC. PROFIT SHARING 401K PLAN 2010 401k financial data
Total income from all sources2010-12-31$37,220
Expenses. Total of all expenses incurred2010-12-31$72,096
Benefits paid (including direct rollovers)2010-12-31$72,096
Total plan assets at end of year2010-12-31$255,844
Total plan assets at beginning of year2010-12-31$290,720
Value of fidelity bond covering the plan2010-12-31$50,000
Total contributions received or receivable from participants2010-12-31$12,976
Other income received2010-12-31$24,244
Net income (gross income less expenses)2010-12-31$-34,876
Net plan assets at end of year (total assets less liabilities)2010-12-31$255,844
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$290,720

Form 5500 Responses for LA PAZ PRODUCTS, INC. PROFIT SHARING 401K PLAN

2022: LA PAZ PRODUCTS, INC. PROFIT SHARING 401K 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 – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: LA PAZ PRODUCTS, INC. PROFIT SHARING 401K 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 – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: LA PAZ PRODUCTS, INC. PROFIT SHARING 401K 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 – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: LA PAZ PRODUCTS, INC. PROFIT SHARING 401K 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 – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: LA PAZ PRODUCTS, INC. PROFIT SHARING 401K PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: LA PAZ PRODUCTS, INC. PROFIT SHARING 401K PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: LA PAZ PRODUCTS, INC. PROFIT SHARING 401K PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedYes
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: LA PAZ PRODUCTS, INC. PROFIT SHARING 401K PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: LA PAZ PRODUCTS, INC. PROFIT SHARING 401K PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: LA PAZ PRODUCTS, INC. PROFIT SHARING 401K PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: LA PAZ PRODUCTS, INC. PROFIT SHARING 401K PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: LA PAZ PRODUCTS, INC. PROFIT SHARING 401K PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: LA PAZ PRODUCTS, INC. PROFIT SHARING 401K PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: LA PAZ PRODUCTS, INC. PROFIT SHARING 401K 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 – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number024033538
Policy instance 1
Insurance contract or identification number024033538
Number of Individuals Covered1
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?1
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees0
Additional information about fees paid to insurance broker0 N/A
Insurance broker organization code?3
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number024033538
Policy instance 1
Insurance contract or identification number024033538
Number of Individuals Covered1
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?1
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees0
Additional information about fees paid to insurance broker0 N/A
Insurance broker organization code?3
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number024033538
Policy instance 1
Insurance contract or identification number024033538
Number of Individuals Covered1
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?1
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees0
Additional information about fees paid to insurance broker0 N/A
Insurance broker organization code?3
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number024033538
Policy instance 1
Insurance contract or identification number024033538
Number of Individuals Covered1
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?1
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Additional information about fees paid to insurance brokerN/A
Insurance broker organization code?3
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number024033538
Policy instance 1
Insurance contract or identification number024033538
Number of Individuals Covered1
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?1
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Additional information about fees paid to insurance brokerN/A
Insurance broker organization code?3
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number024033538
Policy instance 1
Insurance contract or identification number024033538
Number of Individuals Covered1
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?1
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Additional information about fees paid to insurance brokerN/A
Insurance broker organization code?3
Insurance broker name
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number024033538
Policy instance 1
Insurance contract or identification number024033538
Number of Individuals Covered1
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerN/A
Insurance broker organization code?3
Insurance broker nameM. CERRO, CHFC, CLU
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number024033538
Policy instance 1
Insurance contract or identification number024033538
Number of Individuals Covered1
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerN/A
Insurance broker organization code?3
Insurance broker nameM. CERRO, CHFC, CLU
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number024033538
Policy instance 1
Insurance contract or identification number024033538
Number of Individuals Covered1
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $5
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees5
Additional information about fees paid to insurance brokerN/A
Insurance broker organization code?3
Insurance broker nameM. CERRO, CHFC, CLU
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number024033538
Policy instance 1
Insurance contract or identification number024033538
Number of Individuals Covered1
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $5
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees5
Additional information about fees paid to insurance brokerN/A
Insurance broker organization code?3
Insurance broker nameM. CERRO, CHFC, CLU
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number024033538
Policy instance 1
Insurance contract or identification number024033538
Number of Individuals Covered1
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number024033538
Policy instance 1
Insurance contract or identification number024033538
Number of Individuals Covered1
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Additional information about fees paid to insurance brokerN/A
Insurance broker organization code?3
Insurance broker nameM. CERRO, CHFC, CLU

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