STEWART & STEWART, A MEDICAL CORP. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan STEWART & STEWART, A MEDICAL CORPORATION PROFIT SHARING PLAN
401k plan membership statisitcs for STEWART & STEWART, A MEDICAL CORPORATION PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2019: STEWART & STEWART, A MEDICAL CORPORATION PROFIT SHARING PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-07-01 | 30 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-07-01 | 20 |
| Number of retired or separated participants receiving benefits | 2019-07-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2019-07-01 | 7 |
| Total of all active and inactive participants | 2019-07-01 | 27 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-07-01 | 0 |
| Total participants | 2019-07-01 | 27 |
| Number of participants with account balances | 2019-07-01 | 27 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-07-01 | 0 |
| 2018: STEWART & STEWART, A MEDICAL CORPORATION PROFIT SHARING PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-07-01 | 27 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-07-01 | 18 |
| Number of retired or separated participants receiving benefits | 2018-07-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2018-07-01 | 10 |
| Total of all active and inactive participants | 2018-07-01 | 28 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-07-01 | 0 |
| Total participants | 2018-07-01 | 28 |
| Number of participants with account balances | 2018-07-01 | 28 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-07-01 | 0 |
| 2017: STEWART & STEWART, A MEDICAL CORPORATION PROFIT SHARING PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-07-01 | 28 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-07-01 | 16 |
| Number of retired or separated participants receiving benefits | 2017-07-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2017-07-01 | 10 |
| Total of all active and inactive participants | 2017-07-01 | 26 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-07-01 | 0 |
| Total participants | 2017-07-01 | 26 |
| Number of participants with account balances | 2017-07-01 | 26 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-07-01 | 1 |
| 2016: STEWART & STEWART, A MEDICAL CORPORATION PROFIT SHARING PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-07-01 | 25 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-07-01 | 16 |
| Number of retired or separated participants receiving benefits | 2016-07-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2016-07-01 | 9 |
| Total of all active and inactive participants | 2016-07-01 | 25 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-07-01 | 0 |
| Total participants | 2016-07-01 | 25 |
| Number of participants with account balances | 2016-07-01 | 25 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-07-01 | 1 |
| 2015: STEWART & STEWART, A MEDICAL CORPORATION PROFIT SHARING PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-07-01 | 23 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-07-01 | 17 |
| Number of retired or separated participants receiving benefits | 2015-07-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2015-07-01 | 8 |
| Total of all active and inactive participants | 2015-07-01 | 25 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-07-01 | 0 |
| Total participants | 2015-07-01 | 25 |
| Number of participants with account balances | 2015-07-01 | 25 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-07-01 | 0 |
| 2014: STEWART & STEWART, A MEDICAL CORPORATION PROFIT SHARING PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-07-01 | 21 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-07-01 | 13 |
| Number of retired or separated participants receiving benefits | 2014-07-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2014-07-01 | 8 |
| Total of all active and inactive participants | 2014-07-01 | 21 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-07-01 | 0 |
| Total participants | 2014-07-01 | 21 |
| Number of participants with account balances | 2014-07-01 | 21 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-07-01 | 1 |
| 2013: STEWART & STEWART, A MEDICAL CORPORATION PROFIT SHARING PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-07-01 | 21 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-07-01 | 14 |
| Number of other retired or separated participants entitled to future benefits | 2013-07-01 | 7 |
| Total of all active and inactive participants | 2013-07-01 | 21 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-07-01 | 0 |
| Total participants | 2013-07-01 | 21 |
| Number of participants with account balances | 2013-07-01 | 21 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-07-01 | 0 |
| 2012: STEWART & STEWART, A MEDICAL CORPORATION PROFIT SHARING PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-07-01 | 20 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-07-01 | 15 |
| Number of other retired or separated participants entitled to future benefits | 2012-07-01 | 6 |
| Total of all active and inactive participants | 2012-07-01 | 21 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-07-01 | 0 |
| Total participants | 2012-07-01 | 21 |
| Number of participants with account balances | 2012-07-01 | 21 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-07-01 | 0 |
| 2011: STEWART & STEWART, A MEDICAL CORPORATION PROFIT SHARING PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-07-01 | 21 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-07-01 | 20 |
| Number of retired or separated participants receiving benefits | 2011-07-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2011-07-01 | 0 |
| Total of all active and inactive participants | 2011-07-01 | 20 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-07-01 | 0 |
| Total participants | 2011-07-01 | 20 |
| Number of participants with account balances | 2011-07-01 | 20 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-07-01 | 0 |
| 2010: STEWART & STEWART, A MEDICAL CORPORATION PROFIT SHARING PLAN 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-07-01 | 22 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-07-01 | 16 |
| Number of retired or separated participants receiving benefits | 2010-07-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2010-07-01 | 5 |
| Total of all active and inactive participants | 2010-07-01 | 21 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-07-01 | 0 |
| Total participants | 2010-07-01 | 21 |
| Number of participants with account balances | 2010-07-01 | 21 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-07-01 | 0 |
| 2009: STEWART & STEWART, A MEDICAL CORPORATION PROFIT SHARING PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-07-01 | 25 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-07-01 | 15 |
| Number of retired or separated participants receiving benefits | 2009-07-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2009-07-01 | 7 |
| Total of all active and inactive participants | 2009-07-01 | 22 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-07-01 | 0 |
| Total participants | 2009-07-01 | 22 |
| Number of participants with account balances | 2009-07-01 | 22 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-07-01 | 0 |
| Measure | Date | Value |
|---|
| 2020 : STEWART & STEWART, A MEDICAL CORPORATION PROFIT SHARING PLAN 2020 401k financial data |
|---|
| Total income from all sources | 2020-06-30 | $68,596 |
| Expenses. Total of all expenses incurred | 2020-06-30 | $47,555 |
| Benefits paid (including direct rollovers) | 2020-06-30 | $40,901 |
| Total plan assets at end of year | 2020-06-30 | $1,537,381 |
| Total plan assets at beginning of year | 2020-06-30 | $1,516,340 |
| Value of fidelity bond covering the plan | 2020-06-30 | $400,000 |
| Total contributions received or receivable from participants | 2020-06-30 | $0 |
| Assets. Value of loans (other than to participants) | 2020-06-30 | $0 |
| Contributions received from other sources (not participants or employers) | 2020-06-30 | $0 |
| Other income received | 2020-06-30 | $18,596 |
| Net income (gross income less expenses) | 2020-06-30 | $21,041 |
| Net plan assets at end of year (total assets less liabilities) | 2020-06-30 | $1,537,381 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-06-30 | $1,516,340 |
| Total contributions received or receivable from employer(s) | 2020-06-30 | $50,000 |
| Value of certain deemed distributions of participant loans | 2020-06-30 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-06-30 | $6,654 |
| 2019 : STEWART & STEWART, A MEDICAL CORPORATION PROFIT SHARING PLAN 2019 401k financial data |
|---|
| Total income from all sources | 2019-06-30 | $55,026 |
| Expenses. Total of all expenses incurred | 2019-06-30 | $10,045 |
| Benefits paid (including direct rollovers) | 2019-06-30 | $0 |
| Total plan assets at end of year | 2019-06-30 | $1,516,340 |
| Total plan assets at beginning of year | 2019-06-30 | $1,471,359 |
| Value of fidelity bond covering the plan | 2019-06-30 | $400,000 |
| Total contributions received or receivable from participants | 2019-06-30 | $0 |
| Assets. Value of loans (other than to participants) | 2019-06-30 | $112,813 |
| Contributions received from other sources (not participants or employers) | 2019-06-30 | $0 |
| Other income received | 2019-06-30 | $15,026 |
| Net income (gross income less expenses) | 2019-06-30 | $44,981 |
| Net plan assets at end of year (total assets less liabilities) | 2019-06-30 | $1,516,340 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-06-30 | $1,471,359 |
| Assets. Value of participant loans | 2019-06-30 | $0 |
| Total contributions received or receivable from employer(s) | 2019-06-30 | $40,000 |
| Value of certain deemed distributions of participant loans | 2019-06-30 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-06-30 | $10,045 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-06-30 | $0 |
| 2018 : STEWART & STEWART, A MEDICAL CORPORATION PROFIT SHARING PLAN 2018 401k financial data |
|---|
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-06-30 | $0 |
| 2017 : STEWART & STEWART, A MEDICAL CORPORATION PROFIT SHARING PLAN 2017 401k financial data |
|---|
| Total plan liabilities at end of year | 2017-06-30 | $0 |
| Total plan liabilities at beginning of year | 2017-06-30 | $0 |
| Total income from all sources | 2017-06-30 | $100,623 |
| Expenses. Total of all expenses incurred | 2017-06-30 | $4,446 |
| Benefits paid (including direct rollovers) | 2017-06-30 | $0 |
| Total plan assets at end of year | 2017-06-30 | $1,407,625 |
| Total plan assets at beginning of year | 2017-06-30 | $1,311,448 |
| Value of fidelity bond covering the plan | 2017-06-30 | $400,000 |
| Total contributions received or receivable from participants | 2017-06-30 | $0 |
| Assets. Value of loans (other than to participants) | 2017-06-30 | $172,742 |
| Contributions received from other sources (not participants or employers) | 2017-06-30 | $0 |
| Other income received | 2017-06-30 | $50,623 |
| Net income (gross income less expenses) | 2017-06-30 | $96,177 |
| Net plan assets at end of year (total assets less liabilities) | 2017-06-30 | $1,407,625 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-06-30 | $1,311,448 |
| Assets. Value of participant loans | 2017-06-30 | $34,795 |
| Total contributions received or receivable from employer(s) | 2017-06-30 | $50,000 |
| Value of certain deemed distributions of participant loans | 2017-06-30 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-06-30 | $4,446 |
| 2016 : STEWART & STEWART, A MEDICAL CORPORATION PROFIT SHARING PLAN 2016 401k financial data |
|---|
| Total plan liabilities at end of year | 2016-06-30 | $0 |
| Total plan liabilities at beginning of year | 2016-06-30 | $0 |
| Total income from all sources | 2016-06-30 | $62,883 |
| Expenses. Total of all expenses incurred | 2016-06-30 | $4,696 |
| Benefits paid (including direct rollovers) | 2016-06-30 | $0 |
| Total plan assets at end of year | 2016-06-30 | $1,311,448 |
| Total plan assets at beginning of year | 2016-06-30 | $1,253,261 |
| Value of fidelity bond covering the plan | 2016-06-30 | $400,000 |
| Total contributions received or receivable from participants | 2016-06-30 | $0 |
| Assets. Value of loans (other than to participants) | 2016-06-30 | $374,640 |
| Contributions received from other sources (not participants or employers) | 2016-06-30 | $0 |
| Other income received | 2016-06-30 | $12,883 |
| Net income (gross income less expenses) | 2016-06-30 | $58,187 |
| Net plan assets at end of year (total assets less liabilities) | 2016-06-30 | $1,311,448 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-06-30 | $1,253,261 |
| Assets. Value of participant loans | 2016-06-30 | $33,628 |
| Total contributions received or receivable from employer(s) | 2016-06-30 | $50,000 |
| Value of certain deemed distributions of participant loans | 2016-06-30 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-06-30 | $4,696 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-06-30 | $0 |
| 2015 : STEWART & STEWART, A MEDICAL CORPORATION PROFIT SHARING PLAN 2015 401k financial data |
|---|
| Total plan liabilities at end of year | 2015-06-30 | $0 |
| Total plan liabilities at beginning of year | 2015-06-30 | $0 |
| Total income from all sources | 2015-06-30 | $56,661 |
| Expenses. Total of all expenses incurred | 2015-06-30 | $3,556 |
| Benefits paid (including direct rollovers) | 2015-06-30 | $0 |
| Total plan assets at end of year | 2015-06-30 | $1,253,261 |
| Total plan assets at beginning of year | 2015-06-30 | $1,200,156 |
| Value of fidelity bond covering the plan | 2015-06-30 | $300,000 |
| Total contributions received or receivable from participants | 2015-06-30 | $0 |
| Assets. Value of loans (other than to participants) | 2015-06-30 | $386,641 |
| Contributions received from other sources (not participants or employers) | 2015-06-30 | $0 |
| Other income received | 2015-06-30 | $6,661 |
| Net income (gross income less expenses) | 2015-06-30 | $53,105 |
| Net plan assets at end of year (total assets less liabilities) | 2015-06-30 | $1,253,261 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-06-30 | $1,200,156 |
| Total contributions received or receivable from employer(s) | 2015-06-30 | $50,000 |
| Value of certain deemed distributions of participant loans | 2015-06-30 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-06-30 | $3,556 |
| 2014 : STEWART & STEWART, A MEDICAL CORPORATION PROFIT SHARING PLAN 2014 401k financial data |
|---|
| Total plan liabilities at end of year | 2014-06-30 | $0 |
| Total plan liabilities at beginning of year | 2014-06-30 | $0 |
| Total income from all sources | 2014-06-30 | $58,434 |
| Expenses. Total of all expenses incurred | 2014-06-30 | $3,496 |
| Total plan assets at end of year | 2014-06-30 | $1,200,156 |
| Total plan assets at beginning of year | 2014-06-30 | $1,145,218 |
| Value of fidelity bond covering the plan | 2014-06-30 | $300,000 |
| Assets. Value of loans (other than to participants) | 2014-06-30 | $294,289 |
| Other income received | 2014-06-30 | $23,434 |
| Net income (gross income less expenses) | 2014-06-30 | $54,938 |
| Net plan assets at end of year (total assets less liabilities) | 2014-06-30 | $1,200,156 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-06-30 | $1,145,218 |
| Total contributions received or receivable from employer(s) | 2014-06-30 | $35,000 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-06-30 | $3,496 |
| 2013 : STEWART & STEWART, A MEDICAL CORPORATION PROFIT SHARING PLAN 2013 401k financial data |
|---|
| Total plan liabilities at end of year | 2013-06-30 | $0 |
| Total plan liabilities at beginning of year | 2013-06-30 | $0 |
| Total income from all sources | 2013-06-30 | $61,803 |
| Expenses. Total of all expenses incurred | 2013-06-30 | $3,536 |
| Total plan assets at end of year | 2013-06-30 | $1,145,218 |
| Total plan assets at beginning of year | 2013-06-30 | $1,086,951 |
| Value of fidelity bond covering the plan | 2013-06-30 | $400,000 |
| Assets. Value of loans (other than to participants) | 2013-06-30 | $298,089 |
| Other income received | 2013-06-30 | $11,803 |
| Net income (gross income less expenses) | 2013-06-30 | $58,267 |
| Net plan assets at end of year (total assets less liabilities) | 2013-06-30 | $1,145,218 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-06-30 | $1,086,951 |
| Total contributions received or receivable from employer(s) | 2013-06-30 | $50,000 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-06-30 | $3,536 |
| 2012 : STEWART & STEWART, A MEDICAL CORPORATION PROFIT SHARING PLAN 2012 401k financial data |
|---|
| Transfers to/from the plan | 2012-06-30 | $0 |
| Total plan liabilities at end of year | 2012-06-30 | $0 |
| Total plan liabilities at beginning of year | 2012-06-30 | $0 |
| Total income from all sources | 2012-06-30 | $93,527 |
| Expenses. Total of all expenses incurred | 2012-06-30 | $6,991 |
| Total plan assets at end of year | 2012-06-30 | $1,086,951 |
| Total plan assets at beginning of year | 2012-06-30 | $1,000,415 |
| Value of fidelity bond covering the plan | 2012-06-30 | $400,000 |
| Assets. Value of loans (other than to participants) | 2012-06-30 | $266,773 |
| Expenses. Other expenses not covered elsewhere | 2012-06-30 | $96 |
| Other income received | 2012-06-30 | $43,527 |
| Net income (gross income less expenses) | 2012-06-30 | $86,536 |
| Net plan assets at end of year (total assets less liabilities) | 2012-06-30 | $1,086,951 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-06-30 | $1,000,415 |
| Assets. Value of participant loans | 2012-06-30 | $7,695 |
| Total contributions received or receivable from employer(s) | 2012-06-30 | $50,000 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-06-30 | $6,895 |
| 2011 : STEWART & STEWART, A MEDICAL CORPORATION PROFIT SHARING PLAN 2011 401k financial data |
|---|
| Transfers to/from the plan | 2011-06-30 | $0 |
| Total plan liabilities at end of year | 2011-06-30 | $0 |
| Total plan liabilities at beginning of year | 2011-06-30 | $0 |
| Total income from all sources | 2011-06-30 | $87,343 |
| Expenses. Total of all expenses incurred | 2011-06-30 | $27,248 |
| Benefits paid (including direct rollovers) | 2011-06-30 | $23,952 |
| Total plan assets at end of year | 2011-06-30 | $1,000,415 |
| Total plan assets at beginning of year | 2011-06-30 | $940,320 |
| Value of fidelity bond covering the plan | 2011-06-30 | $400,000 |
| Total contributions received or receivable from participants | 2011-06-30 | $0 |
| Assets. Value of loans (other than to participants) | 2011-06-30 | $306,034 |
| Expenses. Other expenses not covered elsewhere | 2011-06-30 | $96 |
| Contributions received from other sources (not participants or employers) | 2011-06-30 | $0 |
| Other income received | 2011-06-30 | $37,343 |
| Noncash contributions received | 2011-06-30 | $0 |
| Net income (gross income less expenses) | 2011-06-30 | $60,095 |
| Net plan assets at end of year (total assets less liabilities) | 2011-06-30 | $1,000,415 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-06-30 | $940,320 |
| Assets. Value of participant loans | 2011-06-30 | $8,395 |
| Total contributions received or receivable from employer(s) | 2011-06-30 | $50,000 |
| Value of certain deemed distributions of participant loans | 2011-06-30 | $0 |
| Value of corrective distributions | 2011-06-30 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-06-30 | $3,200 |
| 2019: STEWART & STEWART, A MEDICAL CORPORATION PROFIT SHARING PLAN 2019 form 5500 responses |
|---|
| 2019-07-01 | Type of plan entity | Single employer plan |
| 2019-07-01 | Plan funding arrangement – Insurance | Yes |
| 2019-07-01 | Plan funding arrangement – Trust | Yes |
| 2019-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2019-07-01 | Plan benefit arrangement - Trust | Yes |
| 2018: STEWART & STEWART, A MEDICAL CORPORATION PROFIT SHARING PLAN 2018 form 5500 responses |
|---|
| 2018-07-01 | Type of plan entity | Single employer plan |
| 2018-07-01 | Plan funding arrangement – Insurance | Yes |
| 2018-07-01 | Plan funding arrangement – Trust | Yes |
| 2018-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2018-07-01 | Plan benefit arrangement - Trust | Yes |
| 2017: STEWART & STEWART, A MEDICAL CORPORATION PROFIT SHARING PLAN 2017 form 5500 responses |
|---|
| 2017-07-01 | Type of plan entity | Single employer plan |
| 2017-07-01 | Plan funding arrangement – Insurance | Yes |
| 2017-07-01 | Plan funding arrangement – Trust | Yes |
| 2017-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2017-07-01 | Plan benefit arrangement - Trust | Yes |
| 2016: STEWART & STEWART, A MEDICAL CORPORATION PROFIT SHARING PLAN 2016 form 5500 responses |
|---|
| 2016-07-01 | Type of plan entity | Single employer plan |
| 2016-07-01 | Plan funding arrangement – Insurance | Yes |
| 2016-07-01 | Plan funding arrangement – Trust | Yes |
| 2016-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2016-07-01 | Plan benefit arrangement - Trust | Yes |
| 2015: STEWART & STEWART, A MEDICAL CORPORATION PROFIT SHARING PLAN 2015 form 5500 responses |
|---|
| 2015-07-01 | Type of plan entity | Single employer plan |
| 2015-07-01 | Plan funding arrangement – Insurance | Yes |
| 2015-07-01 | Plan funding arrangement – Trust | Yes |
| 2015-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2015-07-01 | Plan benefit arrangement - Trust | Yes |
| 2014: STEWART & STEWART, A MEDICAL CORPORATION PROFIT SHARING PLAN 2014 form 5500 responses |
|---|
| 2014-07-01 | Type of plan entity | Single employer plan |
| 2014-07-01 | Plan funding arrangement – Insurance | Yes |
| 2014-07-01 | Plan funding arrangement – Trust | Yes |
| 2014-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2014-07-01 | Plan benefit arrangement - Trust | Yes |
| 2013: STEWART & STEWART, A MEDICAL CORPORATION PROFIT SHARING PLAN 2013 form 5500 responses |
|---|
| 2013-07-01 | Type of plan entity | Single employer plan |
| 2013-07-01 | Plan funding arrangement – Insurance | Yes |
| 2013-07-01 | Plan funding arrangement – Trust | Yes |
| 2013-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2013-07-01 | Plan benefit arrangement - Trust | Yes |
| 2012: STEWART & STEWART, A MEDICAL CORPORATION PROFIT SHARING PLAN 2012 form 5500 responses |
|---|
| 2012-07-01 | Type of plan entity | Single employer plan |
| 2012-07-01 | Plan funding arrangement – Insurance | Yes |
| 2012-07-01 | Plan funding arrangement – Trust | Yes |
| 2012-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2012-07-01 | Plan benefit arrangement - Trust | Yes |
| 2011: STEWART & STEWART, A MEDICAL CORPORATION PROFIT SHARING PLAN 2011 form 5500 responses |
|---|
| 2011-07-01 | Type of plan entity | Single employer plan |
| 2011-07-01 | Submission has been amended | No |
| 2011-07-01 | This submission is the final filing | No |
| 2011-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-07-01 | Plan is a collectively bargained plan | No |
| 2011-07-01 | Plan funding arrangement – Insurance | Yes |
| 2011-07-01 | Plan funding arrangement – Trust | Yes |
| 2011-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2011-07-01 | Plan benefit arrangement - Trust | Yes |
| 2010: STEWART & STEWART, A MEDICAL CORPORATION PROFIT SHARING PLAN 2010 form 5500 responses |
|---|
| 2010-07-01 | Type of plan entity | Single employer plan |
| 2010-07-01 | Submission has been amended | No |
| 2010-07-01 | This submission is the final filing | No |
| 2010-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2010-07-01 | Plan is a collectively bargained plan | No |
| 2010-07-01 | Plan funding arrangement – Insurance | Yes |
| 2010-07-01 | Plan funding arrangement – Trust | Yes |
| 2010-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2010-07-01 | Plan benefit arrangement - Trust | Yes |
| 2009: STEWART & STEWART, A MEDICAL CORPORATION PROFIT SHARING PLAN 2009 form 5500 responses |
|---|
| 2009-07-01 | Type of plan entity | Single employer plan |
| 2009-07-01 | Submission has been amended | No |
| 2009-07-01 | This submission is the final filing | No |
| 2009-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-07-01 | Plan is a collectively bargained plan | No |
| 2009-07-01 | Plan funding arrangement – Trust | Yes |
| 2009-07-01 | Plan benefit arrangement - Trust | Yes |
| PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 ) |
| Policy contract number | PFU1426 |
| Policy instance | 2 |
| Insurance contract or identification number | PFU1426 | | Number of Individuals Covered | 30 | | Insurance policy start date | 2019-07-01 | | Insurance policy end date | 2020-06-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Commission paid to Insurance Broker | USD $0 | | Insurance broker organization code? | 3 |
|
| AMERICAN EQUITY INVESTMENT LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61689 ) |
| Policy contract number | 672218/19 |
| Policy instance | 1 |
| Insurance contract or identification number | 672218/19 | | Number of Individuals Covered | 30 | | Insurance policy start date | 2019-07-01 | | Insurance policy end date | 2020-06-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Commission paid to Insurance Broker | USD $0 | | Insurance broker organization code? | 3 |
|
| PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 ) |
| Policy contract number | PFU1426 |
| Policy instance | 2 |
| Insurance contract or identification number | PFU1426 | | Number of Individuals Covered | 28 | | Insurance policy start date | 2018-07-01 | | Insurance policy end date | 2019-06-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Commission paid to Insurance Broker | USD $0 | | Insurance broker organization code? | 3 |
|
| AMERICAN EQUITY INVESTMENT LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61689 ) |
| Policy contract number | 672218/19 |
| Policy instance | 1 |
| Insurance contract or identification number | 672218/19 | | Number of Individuals Covered | 28 | | Insurance policy start date | 2018-07-01 | | Insurance policy end date | 2019-06-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Commission paid to Insurance Broker | USD $0 | | Insurance broker organization code? | 3 |
|
| AMERICAN EQUITY INVESTMENT LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61689 ) |
| Policy contract number | 672218/19 |
| Policy instance | 1 |
| Insurance contract or identification number | 672218/19 | | Number of Individuals Covered | 26 | | Insurance policy start date | 2017-07-01 | | Insurance policy end date | 2018-06-30 | | Total amount of commissions paid to insurance broker | USD $0 |
|
| PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 ) |
| Policy contract number | PFU1426 |
| Policy instance | 2 |
| Insurance contract or identification number | PFU1426 | | Number of Individuals Covered | 26 | | Insurance policy start date | 2017-07-01 | | Insurance policy end date | 2018-06-30 | | Total amount of commissions paid to insurance broker | USD $0 |
|
| AMERICAN EQUITY INVESTMENT LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61689 ) |
| Policy contract number | 672218/19 |
| Policy instance | 1 |
| Insurance contract or identification number | 672218/19 | | Number of Individuals Covered | 25 | | Insurance policy start date | 2015-07-01 | | Insurance policy end date | 2016-06-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Commission paid to Insurance Broker | USD $0 | | Insurance broker organization code? | 3 | | Insurance broker name | TRANSPACIFIC FINANCIAL INC |
|
| PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 ) |
| Policy contract number | PFU1426 |
| Policy instance | 2 |
| Insurance contract or identification number | PFU1426 | | Number of Individuals Covered | 25 | | Insurance policy start date | 2015-07-01 | | Insurance policy end date | 2016-06-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Commission paid to Insurance Broker | USD $0 | | Insurance broker name | GLOBALLINK SECURITIES INC. |
|
| PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 ) |
| Policy contract number | PFU1426 |
| Policy instance | 2 |
| Insurance contract or identification number | PFU1426 | | Number of Individuals Covered | 21 | | Insurance policy start date | 2014-07-01 | | Insurance policy end date | 2015-06-30 |
|
| AMERICAN EQUITY INVESTMENT LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61689 ) |
| Policy contract number | |
| Policy instance | 1 |
| Number of Individuals Covered | 21 | | Insurance policy start date | 2014-07-01 | | Insurance policy end date | 2015-06-30 | | Total amount of fees paid to insurance company | USD $151 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 151 | | Insurance broker organization code? | 3 | | Insurance broker name | TRANSPACIFIC FINANCIAL INC |
|
| AVIVA LIFE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 60631 ) |
| Policy contract number | 677218/19 |
| Policy instance | 1 |
| Insurance contract or identification number | 677218/19 | | Number of Individuals Covered | 21 | | Insurance policy start date | 2013-07-01 | | Insurance policy end date | 2014-06-30 | | Total amount of commissions paid to insurance broker | USD $73 | | Total amount of fees paid to insurance company | USD $73 | | Amount paid for insurance broker fees | 73 | | Insurance broker organization code? | 3 | | Commission paid to Insurance Broker | USD $73 | | Insurance broker name | S & J INSURANCE SERVICES |
|
| AVIVA LIFE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 60631 ) |
| Policy contract number | 677218/19 |
| Policy instance | 1 |
| Insurance contract or identification number | 677218/19 | | Number of Individuals Covered | 21 | | Insurance policy start date | 2012-07-01 | | Insurance policy end date | 2013-06-30 | | Total amount of commissions paid to insurance broker | USD $8,702 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $4,351 | | Insurance broker organization code? | 3 | | Insurance broker name | S & J INSURANCE SERVICES |
|
| AVIVA LIFE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 60631 ) |
| Policy contract number | 677218/19 |
| Policy instance | 1 |
| Insurance contract or identification number | 677218/19 | | Number of Individuals Covered | 20 | | Insurance policy start date | 2011-07-01 | | Insurance policy end date | 2012-06-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No |
|
| AVIVA LIFE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 60631 ) |
| Policy contract number | 672218/19 |
| Policy instance | 1 |
| Insurance contract or identification number | 672218/19 | | Number of Individuals Covered | 21 | | Insurance policy start date | 2010-07-01 | | Insurance policy end date | 2011-06-30 | | Total amount of commissions paid to insurance broker | USD $40,848 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No |
|
