CALLISTER, BROBERG & BECKER, A LAW CORPORATION has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan EMPLOYEES' 401(K) AND HEALTH/DISABILITY PLAN OF CALLISTER & BROBERG, A LAW CORPORATION
401k plan membership statisitcs for EMPLOYEES' 401(K) AND HEALTH/DISABILITY PLAN OF CALLISTER & BROBERG, A LAW CORPORATION
| Measure | Date | Value |
|---|
| 2022: EMPLOYEES' 401(K) AND HEALTH/DISABILITY PLAN OF CALLISTER & BROBERG, A LAW CORPORATION 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-06-01 | 15 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-06-01 | 11 |
| Number of retired or separated participants receiving benefits | 2022-06-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2022-06-01 | 3 |
| Total of all active and inactive participants | 2022-06-01 | 14 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-06-01 | 0 |
| Total participants | 2022-06-01 | 14 |
| Number of participants with account balances | 2022-06-01 | 14 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-06-01 | 0 |
| 2021: EMPLOYEES' 401(K) AND HEALTH/DISABILITY PLAN OF CALLISTER & BROBERG, A LAW CORPORATION 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-06-01 | 14 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-06-01 | 11 |
| Number of retired or separated participants receiving benefits | 2021-06-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2021-06-01 | 3 |
| Total of all active and inactive participants | 2021-06-01 | 14 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-06-01 | 0 |
| Total participants | 2021-06-01 | 14 |
| Number of participants with account balances | 2021-06-01 | 14 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-06-01 | 0 |
| 2020: EMPLOYEES' 401(K) AND HEALTH/DISABILITY PLAN OF CALLISTER & BROBERG, A LAW CORPORATION 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-06-01 | 14 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-06-01 | 11 |
| Number of retired or separated participants receiving benefits | 2020-06-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2020-06-01 | 2 |
| Total of all active and inactive participants | 2020-06-01 | 13 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-06-01 | 0 |
| Total participants | 2020-06-01 | 13 |
| Number of participants with account balances | 2020-06-01 | 13 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-06-01 | 0 |
| 2019: EMPLOYEES' 401(K) AND HEALTH/DISABILITY PLAN OF CALLISTER & BROBERG, A LAW CORPORATION 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-06-01 | 15 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-06-01 | 9 |
| Number of retired or separated participants receiving benefits | 2019-06-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2019-06-01 | 4 |
| Total of all active and inactive participants | 2019-06-01 | 13 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-06-01 | 0 |
| Total participants | 2019-06-01 | 13 |
| Number of participants with account balances | 2019-06-01 | 13 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-06-01 | 0 |
| 2018: EMPLOYEES' 401(K) AND HEALTH/DISABILITY PLAN OF CALLISTER & BROBERG, A LAW CORPORATION 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-06-01 | 14 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-06-01 | 9 |
| Number of retired or separated participants receiving benefits | 2018-06-01 | 4 |
| Number of other retired or separated participants entitled to future benefits | 2018-06-01 | 1 |
| Total of all active and inactive participants | 2018-06-01 | 14 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-06-01 | 0 |
| Total participants | 2018-06-01 | 14 |
| Number of participants with account balances | 2018-06-01 | 14 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-06-01 | 0 |
| 2017: EMPLOYEES' 401(K) AND HEALTH/DISABILITY PLAN OF CALLISTER & BROBERG, A LAW CORPORATION 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-06-01 | 12 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-06-01 | 9 |
| Number of retired or separated participants receiving benefits | 2017-06-01 | 3 |
| Number of other retired or separated participants entitled to future benefits | 2017-06-01 | 0 |
| Total of all active and inactive participants | 2017-06-01 | 12 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-06-01 | 0 |
| Total participants | 2017-06-01 | 12 |
| Number of participants with account balances | 2017-06-01 | 12 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-06-01 | 0 |
| 2016: EMPLOYEES' 401(K) AND HEALTH/DISABILITY PLAN OF CALLISTER & BROBERG, A LAW CORPORATION 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-06-01 | 12 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-06-01 | 10 |
| Number of retired or separated participants receiving benefits | 2016-06-01 | 2 |
| Number of other retired or separated participants entitled to future benefits | 2016-06-01 | 0 |
| Total of all active and inactive participants | 2016-06-01 | 12 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-06-01 | 0 |
| Total participants | 2016-06-01 | 12 |
| Number of participants with account balances | 2016-06-01 | 12 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-06-01 | 0 |
| 2015: EMPLOYEES' 401(K) AND HEALTH/DISABILITY PLAN OF CALLISTER & BROBERG, A LAW CORPORATION 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-06-01 | 12 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-06-01 | 10 |
| Number of retired or separated participants receiving benefits | 2015-06-01 | 2 |
| Number of other retired or separated participants entitled to future benefits | 2015-06-01 | 0 |
| Total of all active and inactive participants | 2015-06-01 | 12 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-06-01 | 0 |
| Total participants | 2015-06-01 | 12 |
| Number of participants with account balances | 2015-06-01 | 12 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-06-01 | 0 |
| 2014: EMPLOYEES' 401(K) AND HEALTH/DISABILITY PLAN OF CALLISTER & BROBERG, A LAW CORPORATION 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-06-01 | 11 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-06-01 | 10 |
| Number of retired or separated participants receiving benefits | 2014-06-01 | 2 |
| Number of other retired or separated participants entitled to future benefits | 2014-06-01 | 0 |
| Total of all active and inactive participants | 2014-06-01 | 12 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-06-01 | 0 |
| Total participants | 2014-06-01 | 12 |
| Number of participants with account balances | 2014-06-01 | 12 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-06-01 | 0 |
| 2013: EMPLOYEES' 401(K) AND HEALTH/DISABILITY PLAN OF CALLISTER & BROBERG, A LAW CORPORATION 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-06-01 | 10 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-06-01 | 8 |
| Number of retired or separated participants receiving benefits | 2013-06-01 | 2 |
| Number of other retired or separated participants entitled to future benefits | 2013-06-01 | 0 |
| Total of all active and inactive participants | 2013-06-01 | 10 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-06-01 | 0 |
| Total participants | 2013-06-01 | 10 |
| Number of participants with account balances | 2013-06-01 | 10 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-06-01 | 0 |
| 2012: EMPLOYEES' 401(K) AND HEALTH/DISABILITY PLAN OF CALLISTER & BROBERG, A LAW CORPORATION 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-06-01 | 10 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-06-01 | 8 |
| Number of retired or separated participants receiving benefits | 2012-06-01 | 3 |
| Number of other retired or separated participants entitled to future benefits | 2012-06-01 | 0 |
| Total of all active and inactive participants | 2012-06-01 | 11 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-06-01 | 0 |
| Total participants | 2012-06-01 | 11 |
| Number of participants with account balances | 2012-06-01 | 11 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-06-01 | 0 |
| 2011: EMPLOYEES' 401(K) AND HEALTH/DISABILITY PLAN OF CALLISTER & BROBERG, A LAW CORPORATION 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-06-01 | 12 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-06-01 | 7 |
| Number of retired or separated participants receiving benefits | 2011-06-01 | 2 |
| Number of other retired or separated participants entitled to future benefits | 2011-06-01 | 1 |
| Total of all active and inactive participants | 2011-06-01 | 10 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-06-01 | 0 |
| Total participants | 2011-06-01 | 10 |
| Number of participants with account balances | 2011-06-01 | 10 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-06-01 | 0 |
| 2009: EMPLOYEES' 401(K) AND HEALTH/DISABILITY PLAN OF CALLISTER & BROBERG, A LAW CORPORATION 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-06-01 | 12 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-06-01 | 8 |
| Number of retired or separated participants receiving benefits | 2009-06-01 | 2 |
| Number of other retired or separated participants entitled to future benefits | 2009-06-01 | 2 |
| Total of all active and inactive participants | 2009-06-01 | 12 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-06-01 | 0 |
| Total participants | 2009-06-01 | 12 |
| Number of participants with account balances | 2009-06-01 | 12 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-06-01 | 0 |
| Measure | Date | Value |
|---|
| 2023 : EMPLOYEES' 401(K) AND HEALTH/DISABILITY PLAN OF CALLISTER & BROBERG, A LAW CORPORATION 2023 401k financial data |
|---|
| Total plan liabilities at end of year | 2023-05-31 | $0 |
| Total plan liabilities at beginning of year | 2023-05-31 | $0 |
| Total income from all sources | 2023-05-31 | $155,128 |
| Expenses. Total of all expenses incurred | 2023-05-31 | $276,233 |
| Benefits paid (including direct rollovers) | 2023-05-31 | $233,331 |
| Total plan assets at end of year | 2023-05-31 | $4,862,671 |
| Total plan assets at beginning of year | 2023-05-31 | $4,983,776 |
| Value of fidelity bond covering the plan | 2023-05-31 | $500,000 |
| Total contributions received or receivable from participants | 2023-05-31 | $93,674 |
| Expenses. Other expenses not covered elsewhere | 2023-05-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2023-05-31 | $0 |
| Other income received | 2023-05-31 | $18,454 |
| Noncash contributions received | 2023-05-31 | $0 |
| Net income (gross income less expenses) | 2023-05-31 | $-121,105 |
| Net plan assets at end of year (total assets less liabilities) | 2023-05-31 | $4,862,671 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-05-31 | $4,983,776 |
| Assets. Value of participant loans | 2023-05-31 | $84,533 |
| Assets. Value of real-estate (other than employer real property) | 2023-05-31 | $994,076 |
| Total contributions received or receivable from employer(s) | 2023-05-31 | $43,000 |
| Value of certain deemed distributions of participant loans | 2023-05-31 | $0 |
| Value of corrective distributions | 2023-05-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2023-05-31 | $42,902 |
| 2022 : EMPLOYEES' 401(K) AND HEALTH/DISABILITY PLAN OF CALLISTER & BROBERG, A LAW CORPORATION 2022 401k financial data |
|---|
| Total plan liabilities at end of year | 2022-05-31 | $0 |
| Total plan liabilities at beginning of year | 2022-05-31 | $0 |
| Total income from all sources | 2022-05-31 | $16,128 |
| Expenses. Total of all expenses incurred | 2022-05-31 | $250,079 |
| Benefits paid (including direct rollovers) | 2022-05-31 | $201,634 |
| Total plan assets at end of year | 2022-05-31 | $4,983,776 |
| Total plan assets at beginning of year | 2022-05-31 | $5,217,727 |
| Value of fidelity bond covering the plan | 2022-05-31 | $500,000 |
| Total contributions received or receivable from participants | 2022-05-31 | $84,357 |
| Contributions received from other sources (not participants or employers) | 2022-05-31 | $0 |
| Other income received | 2022-05-31 | $-112,088 |
| Noncash contributions received | 2022-05-31 | $0 |
| Net income (gross income less expenses) | 2022-05-31 | $-233,951 |
| Net plan assets at end of year (total assets less liabilities) | 2022-05-31 | $4,983,776 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-05-31 | $5,217,727 |
| Assets. Value of participant loans | 2022-05-31 | $40,290 |
| Assets. Value of real-estate (other than employer real property) | 2022-05-31 | $994,066 |
| Total contributions received or receivable from employer(s) | 2022-05-31 | $43,859 |
| Value of certain deemed distributions of participant loans | 2022-05-31 | $0 |
| Value of corrective distributions | 2022-05-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-05-31 | $48,445 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2022-05-31 | $0 |
| 2021 : EMPLOYEES' 401(K) AND HEALTH/DISABILITY PLAN OF CALLISTER & BROBERG, A LAW CORPORATION 2021 401k financial data |
|---|
| Total plan liabilities at end of year | 2021-05-31 | $0 |
| Total plan liabilities at beginning of year | 2021-05-31 | $0 |
| Total income from all sources | 2021-05-31 | $1,096,230 |
| Expenses. Total of all expenses incurred | 2021-05-31 | $46,297 |
| Benefits paid (including direct rollovers) | 2021-05-31 | $5,260 |
| Total plan assets at end of year | 2021-05-31 | $5,217,727 |
| Total plan assets at beginning of year | 2021-05-31 | $4,167,794 |
| Value of fidelity bond covering the plan | 2021-05-31 | $500,000 |
| Total contributions received or receivable from participants | 2021-05-31 | $74,295 |
| Expenses. Other expenses not covered elsewhere | 2021-05-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2021-05-31 | $12,590 |
| Other income received | 2021-05-31 | $961,345 |
| Noncash contributions received | 2021-05-31 | $0 |
| Net income (gross income less expenses) | 2021-05-31 | $1,049,933 |
| Net plan assets at end of year (total assets less liabilities) | 2021-05-31 | $5,217,727 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-05-31 | $4,167,794 |
| Assets. Value of participant loans | 2021-05-31 | $43,924 |
| Assets. Value of real-estate (other than employer real property) | 2021-05-31 | $886,969 |
| Total contributions received or receivable from employer(s) | 2021-05-31 | $48,000 |
| Value of certain deemed distributions of participant loans | 2021-05-31 | $0 |
| Value of corrective distributions | 2021-05-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-05-31 | $41,037 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-05-31 | $0 |
| 2020 : EMPLOYEES' 401(K) AND HEALTH/DISABILITY PLAN OF CALLISTER & BROBERG, A LAW CORPORATION 2020 401k financial data |
|---|
| Total plan liabilities at end of year | 2020-05-31 | $0 |
| Total plan liabilities at beginning of year | 2020-05-31 | $0 |
| Total income from all sources | 2020-05-31 | $351,595 |
| Expenses. Total of all expenses incurred | 2020-05-31 | $445,603 |
| Benefits paid (including direct rollovers) | 2020-05-31 | $418,038 |
| Total plan assets at end of year | 2020-05-31 | $4,167,794 |
| Total plan assets at beginning of year | 2020-05-31 | $4,261,802 |
| Value of fidelity bond covering the plan | 2020-05-31 | $300,000 |
| Total contributions received or receivable from participants | 2020-05-31 | $94,074 |
| Expenses. Other expenses not covered elsewhere | 2020-05-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2020-05-31 | $9,618 |
| Other income received | 2020-05-31 | $208,741 |
| Noncash contributions received | 2020-05-31 | $0 |
| Net income (gross income less expenses) | 2020-05-31 | $-94,008 |
| Net plan assets at end of year (total assets less liabilities) | 2020-05-31 | $4,167,794 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-05-31 | $4,261,802 |
| Assets. Value of participant loans | 2020-05-31 | $47,350 |
| Assets. Value of real-estate (other than employer real property) | 2020-05-31 | $730,433 |
| Total contributions received or receivable from employer(s) | 2020-05-31 | $39,162 |
| Value of certain deemed distributions of participant loans | 2020-05-31 | $0 |
| Value of corrective distributions | 2020-05-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-05-31 | $27,565 |
| 2019 : EMPLOYEES' 401(K) AND HEALTH/DISABILITY PLAN OF CALLISTER & BROBERG, A LAW CORPORATION 2019 401k financial data |
|---|
| Transfers to/from the plan | 2019-05-31 | $0 |
| Total plan liabilities at end of year | 2019-05-31 | $0 |
| Total plan liabilities at beginning of year | 2019-05-31 | $0 |
| Total income from all sources | 2019-05-31 | $360,209 |
| Expenses. Total of all expenses incurred | 2019-05-31 | $361,926 |
| Benefits paid (including direct rollovers) | 2019-05-31 | $361,678 |
| Total plan assets at end of year | 2019-05-31 | $4,261,802 |
| Total plan assets at beginning of year | 2019-05-31 | $4,263,519 |
| Value of fidelity bond covering the plan | 2019-05-31 | $1,150,170 |
| Total contributions received or receivable from participants | 2019-05-31 | $71,000 |
| Expenses. Other expenses not covered elsewhere | 2019-05-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2019-05-31 | $0 |
| Other income received | 2019-05-31 | $244,709 |
| Noncash contributions received | 2019-05-31 | $0 |
| Net income (gross income less expenses) | 2019-05-31 | $-1,717 |
| Net plan assets at end of year (total assets less liabilities) | 2019-05-31 | $4,261,802 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-05-31 | $4,263,519 |
| Assets. Value of participant loans | 2019-05-31 | $14,036 |
| Assets. Value of assets in partnership/joint-venture interests | 2019-05-31 | $723,819 |
| Total contributions received or receivable from employer(s) | 2019-05-31 | $44,500 |
| Value of certain deemed distributions of participant loans | 2019-05-31 | $0 |
| Value of corrective distributions | 2019-05-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-05-31 | $248 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-05-31 | $0 |
| 2018 : EMPLOYEES' 401(K) AND HEALTH/DISABILITY PLAN OF CALLISTER & BROBERG, A LAW CORPORATION 2018 401k financial data |
|---|
| Total plan liabilities at beginning of year | 2018-05-31 | $0 |
| Total income from all sources | 2018-05-31 | $370,451 |
| Expenses. Total of all expenses incurred | 2018-05-31 | $60,378 |
| Benefits paid (including direct rollovers) | 2018-05-31 | $59,840 |
| Total plan assets at end of year | 2018-05-31 | $4,263,519 |
| Total plan assets at beginning of year | 2018-05-31 | $3,953,446 |
| Value of fidelity bond covering the plan | 2018-05-31 | $992,377 |
| Total contributions received or receivable from participants | 2018-05-31 | $55,270 |
| Expenses. Other expenses not covered elsewhere | 2018-05-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2018-05-31 | $0 |
| Other income received | 2018-05-31 | $271,181 |
| Noncash contributions received | 2018-05-31 | $0 |
| Net income (gross income less expenses) | 2018-05-31 | $310,073 |
| Net plan assets at end of year (total assets less liabilities) | 2018-05-31 | $4,263,519 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-05-31 | $3,953,446 |
| Assets. Value of participant loans | 2018-05-31 | $34,862 |
| Assets. Value of assets in partnership/joint-venture interests | 2018-05-31 | $592,371 |
| Total contributions received or receivable from employer(s) | 2018-05-31 | $44,000 |
| Value of certain deemed distributions of participant loans | 2018-05-31 | $0 |
| Value of corrective distributions | 2018-05-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-05-31 | $538 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-05-31 | $0 |
| 2017 : EMPLOYEES' 401(K) AND HEALTH/DISABILITY PLAN OF CALLISTER & BROBERG, A LAW CORPORATION 2017 401k financial data |
|---|
| Total plan liabilities at end of year | 2017-05-31 | $0 |
| Total plan liabilities at beginning of year | 2017-05-31 | $0 |
| Total income from all sources | 2017-05-31 | $375,373 |
| Expenses. Total of all expenses incurred | 2017-05-31 | $57,012 |
| Benefits paid (including direct rollovers) | 2017-05-31 | $56,603 |
| Total plan assets at end of year | 2017-05-31 | $3,953,446 |
| Total plan assets at beginning of year | 2017-05-31 | $3,635,085 |
| Value of fidelity bond covering the plan | 2017-05-31 | $363,509 |
| Total contributions received or receivable from participants | 2017-05-31 | $52,050 |
| Contributions received from other sources (not participants or employers) | 2017-05-31 | $0 |
| Other income received | 2017-05-31 | $286,053 |
| Noncash contributions received | 2017-05-31 | $0 |
| Net income (gross income less expenses) | 2017-05-31 | $318,361 |
| Net plan assets at end of year (total assets less liabilities) | 2017-05-31 | $3,953,446 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-05-31 | $3,635,085 |
| Assets. Value of participant loans | 2017-05-31 | $56,527 |
| Assets. Value of assets in partnership/joint-venture interests | 2017-05-31 | $527,741 |
| Total contributions received or receivable from employer(s) | 2017-05-31 | $37,270 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-05-31 | $409 |
| 2016 : EMPLOYEES' 401(K) AND HEALTH/DISABILITY PLAN OF CALLISTER & BROBERG, A LAW CORPORATION 2016 401k financial data |
|---|
| Transfers to/from the plan | 2016-05-31 | $0 |
| Total plan liabilities at end of year | 2016-05-31 | $0 |
| Total plan liabilities at beginning of year | 2016-05-31 | $0 |
| Total income from all sources | 2016-05-31 | $141,528 |
| Expenses. Total of all expenses incurred | 2016-05-31 | $13,123 |
| Benefits paid (including direct rollovers) | 2016-05-31 | $9,000 |
| Total plan assets at end of year | 2016-05-31 | $3,635,085 |
| Total plan assets at beginning of year | 2016-05-31 | $3,506,680 |
| Value of fidelity bond covering the plan | 2016-05-31 | $350,668 |
| Total contributions received or receivable from participants | 2016-05-31 | $61,350 |
| Expenses. Other expenses not covered elsewhere | 2016-05-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2016-05-31 | $0 |
| Other income received | 2016-05-31 | $17,478 |
| Noncash contributions received | 2016-05-31 | $0 |
| Net income (gross income less expenses) | 2016-05-31 | $128,405 |
| Net plan assets at end of year (total assets less liabilities) | 2016-05-31 | $3,635,085 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-05-31 | $3,506,680 |
| Assets. Value of participant loans | 2016-05-31 | $75,731 |
| Assets. Value of assets in partnership/joint-venture interests | 2016-05-31 | $483,049 |
| Total contributions received or receivable from employer(s) | 2016-05-31 | $62,700 |
| Value of certain deemed distributions of participant loans | 2016-05-31 | $0 |
| Value of corrective distributions | 2016-05-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-05-31 | $4,123 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-05-31 | $0 |
| 2015 : EMPLOYEES' 401(K) AND HEALTH/DISABILITY PLAN OF CALLISTER & BROBERG, A LAW CORPORATION 2015 401k financial data |
|---|
| Transfers to/from the plan | 2015-05-31 | $0 |
| Total plan liabilities at end of year | 2015-05-31 | $0 |
| Total plan liabilities at beginning of year | 2015-05-31 | $0 |
| Total income from all sources | 2015-05-31 | $328,605 |
| Expenses. Total of all expenses incurred | 2015-05-31 | $13,463 |
| Benefits paid (including direct rollovers) | 2015-05-31 | $9,000 |
| Total plan assets at end of year | 2015-05-31 | $3,506,680 |
| Total plan assets at beginning of year | 2015-05-31 | $3,191,538 |
| Value of fidelity bond covering the plan | 2015-05-31 | $319,154 |
| Total contributions received or receivable from participants | 2015-05-31 | $55,100 |
| Expenses. Other expenses not covered elsewhere | 2015-05-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2015-05-31 | $0 |
| Other income received | 2015-05-31 | $201,505 |
| Noncash contributions received | 2015-05-31 | $0 |
| Net income (gross income less expenses) | 2015-05-31 | $315,142 |
| Net plan assets at end of year (total assets less liabilities) | 2015-05-31 | $3,506,680 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-05-31 | $3,191,538 |
| Assets. Value of participant loans | 2015-05-31 | $94,193 |
| Assets. Value of assets in partnership/joint-venture interests | 2015-05-31 | $1,439,294 |
| Total contributions received or receivable from employer(s) | 2015-05-31 | $72,000 |
| Value of certain deemed distributions of participant loans | 2015-05-31 | $0 |
| Value of corrective distributions | 2015-05-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-05-31 | $4,463 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-05-31 | $0 |
| 2014 : EMPLOYEES' 401(K) AND HEALTH/DISABILITY PLAN OF CALLISTER & BROBERG, A LAW CORPORATION 2014 401k financial data |
|---|
| Transfers to/from the plan | 2014-05-31 | $0 |
| Total plan liabilities at end of year | 2014-05-31 | $0 |
| Total plan liabilities at beginning of year | 2014-05-31 | $0 |
| Total income from all sources | 2014-05-31 | $395,048 |
| Expenses. Total of all expenses incurred | 2014-05-31 | $24,466 |
| Benefits paid (including direct rollovers) | 2014-05-31 | $24,466 |
| Total plan assets at end of year | 2014-05-31 | $3,191,538 |
| Total plan assets at beginning of year | 2014-05-31 | $2,820,956 |
| Value of fidelity bond covering the plan | 2014-05-31 | $319,154 |
| Total contributions received or receivable from participants | 2014-05-31 | $43,950 |
| Expenses. Other expenses not covered elsewhere | 2014-05-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2014-05-31 | $0 |
| Other income received | 2014-05-31 | $279,098 |
| Noncash contributions received | 2014-05-31 | $0 |
| Net income (gross income less expenses) | 2014-05-31 | $370,582 |
| Net plan assets at end of year (total assets less liabilities) | 2014-05-31 | $3,191,538 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-05-31 | $2,820,956 |
| Assets. Value of participant loans | 2014-05-31 | $1,395 |
| Assets. Value of assets in partnership/joint-venture interests | 2014-05-31 | $397,380 |
| Total contributions received or receivable from employer(s) | 2014-05-31 | $72,000 |
| Value of certain deemed distributions of participant loans | 2014-05-31 | $0 |
| Value of corrective distributions | 2014-05-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-05-31 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-05-31 | $0 |
| 2013 : EMPLOYEES' 401(K) AND HEALTH/DISABILITY PLAN OF CALLISTER & BROBERG, A LAW CORPORATION 2013 401k financial data |
|---|
| Total plan liabilities at end of year | 2013-05-31 | $0 |
| Total plan liabilities at beginning of year | 2013-05-31 | $0 |
| Total income from all sources | 2013-05-31 | $570,679 |
| Expenses. Total of all expenses incurred | 2013-05-31 | $19,004 |
| Benefits paid (including direct rollovers) | 2013-05-31 | $7,000 |
| Total plan assets at end of year | 2013-05-31 | $2,820,956 |
| Total plan assets at beginning of year | 2013-05-31 | $2,269,281 |
| Value of fidelity bond covering the plan | 2013-05-31 | $300,000 |
| Total contributions received or receivable from participants | 2013-05-31 | $40,070 |
| Expenses. Other expenses not covered elsewhere | 2013-05-31 | $2,712 |
| Contributions received from other sources (not participants or employers) | 2013-05-31 | $0 |
| Other income received | 2013-05-31 | $454,909 |
| Noncash contributions received | 2013-05-31 | $0 |
| Net income (gross income less expenses) | 2013-05-31 | $551,675 |
| Net plan assets at end of year (total assets less liabilities) | 2013-05-31 | $2,820,956 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-05-31 | $2,269,281 |
| Assets. Value of participant loans | 2013-05-31 | $11,943 |
| Assets. Value of assets in partnership/joint-venture interests | 2013-05-31 | $842,777 |
| Total contributions received or receivable from employer(s) | 2013-05-31 | $75,700 |
| Value of certain deemed distributions of participant loans | 2013-05-31 | $5,448 |
| Value of corrective distributions | 2013-05-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-05-31 | $3,844 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-05-31 | $0 |
| 2012 : EMPLOYEES' 401(K) AND HEALTH/DISABILITY PLAN OF CALLISTER & BROBERG, A LAW CORPORATION 2012 401k financial data |
|---|
| Transfers to/from the plan | 2012-05-31 | $0 |
| Total plan liabilities at end of year | 2012-05-31 | $0 |
| Total plan liabilities at beginning of year | 2012-05-31 | $0 |
| Total income from all sources | 2012-05-31 | $46,495 |
| Expenses. Total of all expenses incurred | 2012-05-31 | $35,761 |
| Benefits paid (including direct rollovers) | 2012-05-31 | $35,711 |
| Total plan assets at end of year | 2012-05-31 | $2,269,281 |
| Total plan assets at beginning of year | 2012-05-31 | $2,258,547 |
| Value of fidelity bond covering the plan | 2012-05-31 | $300,000 |
| Total contributions received or receivable from participants | 2012-05-31 | $38,550 |
| Expenses. Other expenses not covered elsewhere | 2012-05-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2012-05-31 | $0 |
| Other income received | 2012-05-31 | $-52,055 |
| Noncash contributions received | 2012-05-31 | $0 |
| Net income (gross income less expenses) | 2012-05-31 | $10,734 |
| Net plan assets at end of year (total assets less liabilities) | 2012-05-31 | $2,269,281 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-05-31 | $2,258,547 |
| Assets. Value of participant loans | 2012-05-31 | $20,989 |
| Assets. Value of assets in partnership/joint-venture interests | 2012-05-31 | $645,327 |
| Total contributions received or receivable from employer(s) | 2012-05-31 | $60,000 |
| Value of certain deemed distributions of participant loans | 2012-05-31 | $0 |
| Value of corrective distributions | 2012-05-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-05-31 | $50 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-05-31 | $0 |
| 2011 : EMPLOYEES' 401(K) AND HEALTH/DISABILITY PLAN OF CALLISTER & BROBERG, A LAW CORPORATION 2011 401k financial data |
|---|
| Transfers to/from the plan | 2011-05-31 | $0 |
| Total plan liabilities at end of year | 2011-05-31 | $0 |
| Total plan liabilities at beginning of year | 2011-05-31 | $0 |
| Total income from all sources | 2011-05-31 | $367,907 |
| Expenses. Total of all expenses incurred | 2011-05-31 | $2,712 |
| Benefits paid (including direct rollovers) | 2011-05-31 | $0 |
| Total plan assets at end of year | 2011-05-31 | $2,258,547 |
| Total plan assets at beginning of year | 2011-05-31 | $1,893,352 |
| Value of fidelity bond covering the plan | 2011-05-31 | $300,000 |
| Total contributions received or receivable from participants | 2011-05-31 | $34,325 |
| Expenses. Other expenses not covered elsewhere | 2011-05-31 | $2,712 |
| Contributions received from other sources (not participants or employers) | 2011-05-31 | $0 |
| Other income received | 2011-05-31 | $273,582 |
| Noncash contributions received | 2011-05-31 | $0 |
| Net income (gross income less expenses) | 2011-05-31 | $365,195 |
| Net plan assets at end of year (total assets less liabilities) | 2011-05-31 | $2,258,547 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-05-31 | $1,893,352 |
| Assets. Value of participant loans | 2011-05-31 | $25,694 |
| Assets. Value of assets in partnership/joint-venture interests | 2011-05-31 | $680,770 |
| Total contributions received or receivable from employer(s) | 2011-05-31 | $60,000 |
| Value of certain deemed distributions of participant loans | 2011-05-31 | $0 |
| Value of corrective distributions | 2011-05-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-05-31 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-05-31 | $0 |
| 2010 : EMPLOYEES' 401(K) AND HEALTH/DISABILITY PLAN OF CALLISTER & BROBERG, A LAW CORPORATION 2010 401k financial data |
|---|
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-05-31 | $0 |
| 2022: EMPLOYEES' 401(K) AND HEALTH/DISABILITY PLAN OF CALLISTER & BROBERG, A LAW CORPORATION 2022 form 5500 responses |
|---|
| 2022-06-01 | Type of plan entity | Single employer plan |
| 2022-06-01 | Submission has been amended | No |
| 2022-06-01 | This submission is the final filing | No |
| 2022-06-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2022-06-01 | Plan is a collectively bargained plan | No |
| 2022-06-01 | Plan funding arrangement – Insurance | Yes |
| 2022-06-01 | Plan funding arrangement – Trust | Yes |
| 2022-06-01 | Plan benefit arrangement - Trust | Yes |
| 2021: EMPLOYEES' 401(K) AND HEALTH/DISABILITY PLAN OF CALLISTER & BROBERG, A LAW CORPORATION 2021 form 5500 responses |
|---|
| 2021-06-01 | Type of plan entity | Single employer plan |
| 2021-06-01 | Submission has been amended | No |
| 2021-06-01 | This submission is the final filing | No |
| 2021-06-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-06-01 | Plan is a collectively bargained plan | No |
| 2021-06-01 | Plan funding arrangement – Insurance | Yes |
| 2021-06-01 | Plan funding arrangement – Trust | Yes |
| 2021-06-01 | Plan benefit arrangement - Trust | Yes |
| 2020: EMPLOYEES' 401(K) AND HEALTH/DISABILITY PLAN OF CALLISTER & BROBERG, A LAW CORPORATION 2020 form 5500 responses |
|---|
| 2020-06-01 | Type of plan entity | Single employer plan |
| 2020-06-01 | Submission has been amended | No |
| 2020-06-01 | This submission is the final filing | No |
| 2020-06-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-06-01 | Plan is a collectively bargained plan | No |
| 2020-06-01 | Plan funding arrangement – Insurance | Yes |
| 2020-06-01 | Plan funding arrangement – Trust | Yes |
| 2020-06-01 | Plan benefit arrangement - Trust | Yes |
| 2019: EMPLOYEES' 401(K) AND HEALTH/DISABILITY PLAN OF CALLISTER & BROBERG, A LAW CORPORATION 2019 form 5500 responses |
|---|
| 2019-06-01 | Type of plan entity | Single employer plan |
| 2019-06-01 | Submission has been amended | No |
| 2019-06-01 | This submission is the final filing | No |
| 2019-06-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-06-01 | Plan is a collectively bargained plan | No |
| 2019-06-01 | Plan funding arrangement – Insurance | Yes |
| 2019-06-01 | Plan funding arrangement – Trust | Yes |
| 2019-06-01 | Plan benefit arrangement – Insurance | Yes |
| 2019-06-01 | Plan benefit arrangement - Trust | Yes |
| 2018: EMPLOYEES' 401(K) AND HEALTH/DISABILITY PLAN OF CALLISTER & BROBERG, A LAW CORPORATION 2018 form 5500 responses |
|---|
| 2018-06-01 | Type of plan entity | Single employer plan |
| 2018-06-01 | Submission has been amended | No |
| 2018-06-01 | This submission is the final filing | No |
| 2018-06-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-06-01 | Plan is a collectively bargained plan | No |
| 2018-06-01 | Plan funding arrangement – Insurance | Yes |
| 2018-06-01 | Plan funding arrangement – Trust | Yes |
| 2018-06-01 | Plan benefit arrangement – Insurance | Yes |
| 2018-06-01 | Plan benefit arrangement - Trust | Yes |
| 2017: EMPLOYEES' 401(K) AND HEALTH/DISABILITY PLAN OF CALLISTER & BROBERG, A LAW CORPORATION 2017 form 5500 responses |
|---|
| 2017-06-01 | Type of plan entity | Single employer plan |
| 2017-06-01 | Submission has been amended | No |
| 2017-06-01 | This submission is the final filing | No |
| 2017-06-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-06-01 | Plan is a collectively bargained plan | No |
| 2017-06-01 | Plan funding arrangement – Insurance | Yes |
| 2017-06-01 | Plan funding arrangement – Trust | Yes |
| 2017-06-01 | Plan benefit arrangement – Insurance | Yes |
| 2017-06-01 | Plan benefit arrangement - Trust | Yes |
| 2016: EMPLOYEES' 401(K) AND HEALTH/DISABILITY PLAN OF CALLISTER & BROBERG, A LAW CORPORATION 2016 form 5500 responses |
|---|
| 2016-06-01 | Type of plan entity | Single employer plan |
| 2016-06-01 | Submission has been amended | No |
| 2016-06-01 | This submission is the final filing | No |
| 2016-06-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-06-01 | Plan is a collectively bargained plan | No |
| 2016-06-01 | Plan funding arrangement – Insurance | Yes |
| 2016-06-01 | Plan funding arrangement – Trust | Yes |
| 2016-06-01 | Plan benefit arrangement – Insurance | Yes |
| 2016-06-01 | Plan benefit arrangement - Trust | Yes |
| 2015: EMPLOYEES' 401(K) AND HEALTH/DISABILITY PLAN OF CALLISTER & BROBERG, A LAW CORPORATION 2015 form 5500 responses |
|---|
| 2015-06-01 | Type of plan entity | Single employer plan |
| 2015-06-01 | Submission has been amended | No |
| 2015-06-01 | This submission is the final filing | No |
| 2015-06-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-06-01 | Plan is a collectively bargained plan | No |
| 2015-06-01 | Plan funding arrangement – Insurance | Yes |
| 2015-06-01 | Plan funding arrangement – Trust | Yes |
| 2015-06-01 | Plan benefit arrangement – Insurance | Yes |
| 2015-06-01 | Plan benefit arrangement - Trust | Yes |
| 2014: EMPLOYEES' 401(K) AND HEALTH/DISABILITY PLAN OF CALLISTER & BROBERG, A LAW CORPORATION 2014 form 5500 responses |
|---|
| 2014-06-01 | Type of plan entity | Single employer plan |
| 2014-06-01 | Submission has been amended | No |
| 2014-06-01 | This submission is the final filing | No |
| 2014-06-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-06-01 | Plan is a collectively bargained plan | No |
| 2014-06-01 | Plan funding arrangement – Insurance | Yes |
| 2014-06-01 | Plan funding arrangement – Trust | Yes |
| 2014-06-01 | Plan benefit arrangement – Insurance | Yes |
| 2014-06-01 | Plan benefit arrangement - Trust | Yes |
| 2013: EMPLOYEES' 401(K) AND HEALTH/DISABILITY PLAN OF CALLISTER & BROBERG, A LAW CORPORATION 2013 form 5500 responses |
|---|
| 2013-06-01 | Type of plan entity | Single employer plan |
| 2013-06-01 | Submission has been amended | No |
| 2013-06-01 | This submission is the final filing | No |
| 2013-06-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-06-01 | Plan is a collectively bargained plan | No |
| 2013-06-01 | Plan funding arrangement – Insurance | Yes |
| 2013-06-01 | Plan funding arrangement – Trust | Yes |
| 2013-06-01 | Plan benefit arrangement – Insurance | Yes |
| 2013-06-01 | Plan benefit arrangement - Trust | Yes |
| 2012: EMPLOYEES' 401(K) AND HEALTH/DISABILITY PLAN OF CALLISTER & BROBERG, A LAW CORPORATION 2012 form 5500 responses |
|---|
| 2012-06-01 | Type of plan entity | Single employer plan |
| 2012-06-01 | Submission has been amended | No |
| 2012-06-01 | This submission is the final filing | No |
| 2012-06-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-06-01 | Plan is a collectively bargained plan | No |
| 2012-06-01 | Plan funding arrangement – Insurance | Yes |
| 2012-06-01 | Plan funding arrangement – Trust | Yes |
| 2012-06-01 | Plan benefit arrangement – Insurance | Yes |
| 2012-06-01 | Plan benefit arrangement - Trust | Yes |
| 2011: EMPLOYEES' 401(K) AND HEALTH/DISABILITY PLAN OF CALLISTER & BROBERG, A LAW CORPORATION 2011 form 5500 responses |
|---|
| 2011-06-01 | Type of plan entity | Single employer plan |
| 2011-06-01 | Submission has been amended | No |
| 2011-06-01 | This submission is the final filing | No |
| 2011-06-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-06-01 | Plan is a collectively bargained plan | No |
| 2011-06-01 | Plan funding arrangement – Insurance | Yes |
| 2011-06-01 | Plan funding arrangement – Trust | Yes |
| 2011-06-01 | Plan benefit arrangement – Insurance | Yes |
| 2011-06-01 | Plan benefit arrangement - Trust | Yes |
| 2009: EMPLOYEES' 401(K) AND HEALTH/DISABILITY PLAN OF CALLISTER & BROBERG, A LAW CORPORATION 2009 form 5500 responses |
|---|
| 2009-06-01 | Type of plan entity | Single employer plan |
| 2009-06-01 | Submission has been amended | No |
| 2009-06-01 | This submission is the final filing | No |
| 2009-06-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-06-01 | Plan is a collectively bargained plan | No |
| 2009-06-01 | Plan funding arrangement – Insurance | Yes |
| 2009-06-01 | Plan funding arrangement – Trust | Yes |
| 2009-06-01 | Plan benefit arrangement – Insurance | Yes |
| 2009-06-01 | Plan benefit arrangement - Trust | Yes |
| TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 ) |
| Policy contract number | 601162-000 |
| Policy instance | 1 |
| Insurance contract or identification number | 601162-000 | | Number of Individuals Covered | 14 | | Insurance policy start date | 2022-06-01 | | Insurance policy end date | 2023-05-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $1,415 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 1415 | | Additional information about fees paid to insurance broker | TPA FEES | | Insurance broker organization code? | 5 |
|
| TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 ) |
| Policy contract number | 601162-000 |
| Policy instance | 1 |
| Insurance contract or identification number | 601162-000 | | Number of Individuals Covered | 14 | | Insurance policy start date | 2021-06-01 | | Insurance policy end date | 2022-05-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $1,613 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $0 | | Amount paid for insurance broker fees | 1613 | | Additional information about fees paid to insurance broker | TPA FEES | | Insurance broker organization code? | 5 |
|
| TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 ) |
| Policy contract number | 601162-000 |
| Policy instance | 1 |
| Insurance contract or identification number | 601162-000 | | Number of Individuals Covered | 13 | | Insurance policy start date | 2020-06-01 | | Insurance policy end date | 2021-05-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $1,430 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $0 | | Amount paid for insurance broker fees | 1430 | | Additional information about fees paid to insurance broker | TPA FEES | | Insurance broker organization code? | 5 |
|
| TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 ) |
| Policy contract number | 601162-000 |
| Policy instance | 1 |
| Insurance contract or identification number | 601162-000 | | Number of Individuals Covered | 12 | | Insurance policy start date | 2019-06-01 | | Insurance policy end date | 2020-05-31 | | Total amount of commissions paid to insurance broker | USD $2,650 | | Total amount of fees paid to insurance company | USD $1,315 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $2,650 | | Amount paid for insurance broker fees | 0 | | Additional information about fees paid to insurance broker | COMMISSIONS | | Insurance broker organization code? | 3 |
|
| TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 ) |
| Policy contract number | 601162-000 |
| Policy instance | 1 |
| Insurance contract or identification number | 601162-000 | | Number of Individuals Covered | 14 | | Insurance policy start date | 2018-06-01 | | Insurance policy end date | 2019-05-31 | | Total amount of commissions paid to insurance broker | USD $10,595 | | Total amount of fees paid to insurance company | USD $1,314 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $10,595 | | Amount paid for insurance broker fees | 0 | | Additional information about fees paid to insurance broker | COMMISSIONS | | Insurance broker organization code? | 3 |
|
| TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 ) |
| Policy contract number | 601162-000 |
| Policy instance | 2 |
| Insurance contract or identification number | 601162-000 | | Number of Individuals Covered | 12 | | Insurance policy start date | 2017-06-01 | | Insurance policy end date | 2018-05-31 | | Total amount of commissions paid to insurance broker | USD $9,801 | | Total amount of fees paid to insurance company | USD $1,232 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| CONSECO ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60682 ) |
| Policy contract number | IOULO51345 |
| Policy instance | 1 |
| Insurance contract or identification number | IOULO51345 | | Number of Individuals Covered | 0 | | Insurance policy start date | 2017-06-01 | | Insurance policy end date | 2018-05-31 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating 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 |
|
| CONSECO ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60682 ) |
| Policy contract number | IOULO51345 |
| Policy instance | 1 |
| Insurance contract or identification number | IOULO51345 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2015-06-01 | | Insurance policy end date | 2016-05-31 | | 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 |
|
| TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 ) |
| Policy contract number | 601162-000 |
| Policy instance | 2 |
| Insurance contract or identification number | 601162-000 | | Number of Individuals Covered | 12 | | Insurance policy start date | 2015-06-01 | | Insurance policy end date | 2016-05-31 | | Total amount of commissions paid to insurance broker | USD $7,429 | | Total amount of fees paid to insurance company | USD $1,045 | | 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 $7,429 | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 1045 | | Additional information about fees paid to insurance broker | TPA FEES | | Insurance broker name | GOLDBERG SWEDELSON & ASSOCIATES |
|
| CONSECO ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60682 ) |
| Policy contract number | IOULO51345 |
| Policy instance | 1 |
| Insurance contract or identification number | IOULO51345 | | Number of Individuals Covered | 12 | | Insurance policy start date | 2014-06-01 | | Insurance policy end date | 2015-05-31 | | 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 |
|
| TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 ) |
| Policy contract number | 601162-000 |
| Policy instance | 2 |
| Insurance contract or identification number | 601162-000 | | Number of Individuals Covered | 12 | | Insurance policy start date | 2014-06-01 | | Insurance policy end date | 2015-05-31 | | Total amount of commissions paid to insurance broker | USD $7,260 | | Total amount of fees paid to insurance company | USD $904 | | 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 $7,260 | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 904 | | Additional information about fees paid to insurance broker | TPA FEES | | Insurance broker name | GOLDBERG SWEDELSON & ASSOCIATES |
|
| CONSECO ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60682 ) |
| Policy contract number | IOULO51345 |
| Policy instance | 1 |
| Insurance contract or identification number | IOULO51345 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2013-06-01 | | Insurance policy end date | 2014-05-31 | | 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 |
|
| TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 ) |
| Policy contract number | 601162-000 |
| Policy instance | 2 |
| Insurance contract or identification number | 601162-000 | | Number of Individuals Covered | 10 | | Insurance policy start date | 2013-06-01 | | Insurance policy end date | 2014-05-31 | | Total amount of commissions paid to insurance broker | USD $2,875 | | Total amount of fees paid to insurance company | USD $1,107 | | 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 $2,875 | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 1107 | | Additional information about fees paid to insurance broker | TPA FEES | | Insurance broker name | GOLDBERG SWEDELSON & ASSOCIATES |
|
| TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 ) |
| Policy contract number | 601162-000 |
| Policy instance | 2 |
| Insurance contract or identification number | 601162-000 | | Number of Individuals Covered | 10 | | Insurance policy start date | 2012-06-01 | | Insurance policy end date | 2013-05-31 | | Total amount of commissions paid to insurance broker | USD $12,885 | | Total amount of fees paid to insurance company | USD $3,844 | | 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 $12,885 | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 3844 | | Additional information about fees paid to insurance broker | TPA FEES | | Insurance broker name | GOLDBERG SWEDELSON & ASSOCIATES |
|
| CONSECO ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60682 ) |
| Policy contract number | IOULO51345 |
| Policy instance | 1 |
| Insurance contract or identification number | IOULO51345 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2012-06-01 | | Insurance policy end date | 2013-05-31 | | 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 |
|
| CONSECO ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60682 ) |
| Policy contract number | IOULO51345 |
| Policy instance | 1 |
| Insurance contract or identification number | IOULO51345 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2011-06-01 | | Insurance policy end date | 2012-05-31 | | 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 |
|
| CONSECO ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60682 ) |
| Policy contract number | IOULO51345 |
| Policy instance | 1 |
| Insurance contract or identification number | IOULO51345 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2010-06-01 | | Insurance policy end date | 2011-05-31 | | 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 |
|
