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UNIQUE BUSINESS SYSTEMS, INC. 401K PROFIT SHARING PLAN 401k Plan overview

Plan NameUNIQUE BUSINESS SYSTEMS, INC. 401K PROFIT SHARING PLAN
Plan identification number 001

UNIQUE BUSINESS SYSTEMS, INC. 401K PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan covering Self-Employed individuals.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

UNIQUE BUSINESS SYSTEMS, INC. has sponsored the creation of one or more 401k plans.

Company Name:UNIQUE BUSINESS SYSTEMS, INC.
Employer identification number (EIN):953863862
NAIC Classification:541511
NAIC Description:Custom Computer Programming Services

Additional information about UNIQUE BUSINESS SYSTEMS, INC.

Jurisdiction of Incorporation: Nevada Department of State
Incorporation Date: 1996-10-15
Company Identification Number: 19961209122
Legal Registered Office Address: 330 SOUTH THIRD STREET SUITE 1020

LAS VEGAS
United States of America (USA)
89101

More information about UNIQUE BUSINESS SYSTEMS, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UNIQUE BUSINESS SYSTEMS, INC. 401K PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012020-01-01IKE ARSHADI2021-09-01
0012019-01-01IKE ARSHADI2020-07-16
0012018-01-01IKE ARSHADI2019-09-09
0012017-01-01IKE ARSHADI2018-06-06
0012016-01-01IKE ARSHADI
0012015-01-01IKE ARSHADI
0012014-01-01IKE ARSHADI
0012013-01-01IKE ARSHADI
0012012-01-01IKE ARSHADI2013-10-10
0012011-01-01IKE ARSHADI
0012010-01-01IKE ARSHADI
0012009-01-01IKE ARSHADI

Plan Statistics for UNIQUE BUSINESS SYSTEMS, INC. 401K PROFIT SHARING PLAN

401k plan membership statisitcs for UNIQUE BUSINESS SYSTEMS, INC. 401K PROFIT SHARING PLAN

Measure Date Value
2016: UNIQUE BUSINESS SYSTEMS, INC. 401K PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0127
Total number of active participants reported on line 7a of the Form 55002016-01-0122
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-013
Total of all active and inactive participants2016-01-0125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0125
Number of participants with account balances2016-01-0124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: UNIQUE BUSINESS SYSTEMS, INC. 401K PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0128
Total number of active participants reported on line 7a of the Form 55002015-01-0124
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-016
Total of all active and inactive participants2015-01-0130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0130
Number of participants with account balances2015-01-0128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: UNIQUE BUSINESS SYSTEMS, INC. 401K PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0125
Total number of active participants reported on line 7a of the Form 55002014-01-0124
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-014
Total of all active and inactive participants2014-01-0128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0128
Number of participants with account balances2014-01-0122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-011
2013: UNIQUE BUSINESS SYSTEMS, INC. 401K PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0125
Total number of active participants reported on line 7a of the Form 55002013-01-0123
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-012
Total of all active and inactive participants2013-01-0125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0125
Number of participants with account balances2013-01-0125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2011: UNIQUE BUSINESS SYSTEMS, INC. 401K PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0131
Total number of active participants reported on line 7a of the Form 55002011-01-0124
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-014
Total of all active and inactive participants2011-01-0128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0128
Number of participants with account balances2011-01-0127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: UNIQUE BUSINESS SYSTEMS, INC. 401K PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0136
Total number of active participants reported on line 7a of the Form 55002010-01-0125
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-016
Total of all active and inactive participants2010-01-0131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-0131
Number of participants with account balances2010-01-0131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-011
2009: UNIQUE BUSINESS SYSTEMS, INC. 401K PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0130
Total number of active participants reported on line 7a of the Form 55002009-01-0128
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-018
Total of all active and inactive participants2009-01-0136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0136
Number of participants with account balances2009-01-0135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on UNIQUE BUSINESS SYSTEMS, INC. 401K PROFIT SHARING PLAN

Measure Date Value
2016 : UNIQUE BUSINESS SYSTEMS, INC. 401K PROFIT SHARING PLAN 2016 401k financial data
Transfers to/from the plan2016-12-31$0
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$353,901
Expenses. Total of all expenses incurred2016-12-31$36,600
Benefits paid (including direct rollovers)2016-12-31$29,975
Total plan assets at end of year2016-12-31$2,953,454
Total plan assets at beginning of year2016-12-31$2,636,153
Total contributions received or receivable from participants2016-12-31$177,385
Expenses. Other expenses not covered elsewhere2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$142,701
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$317,301
Net plan assets at end of year (total assets less liabilities)2016-12-31$2,953,454
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$2,636,153
Assets. Value of participant loans2016-12-31$28,313
Total contributions received or receivable from employer(s)2016-12-31$33,815
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$6,625
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : UNIQUE BUSINESS SYSTEMS, INC. 401K PROFIT SHARING PLAN 2015 401k financial data
Transfers to/from the plan2015-12-31$0
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$185,227
Expenses. Total of all expenses incurred2015-12-31$151,100
Benefits paid (including direct rollovers)2015-12-31$143,882
Total plan assets at end of year2015-12-31$2,636,153
Total plan assets at beginning of year2015-12-31$2,602,026
Total contributions received or receivable from participants2015-12-31$151,222
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$-15,971
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$34,127
Net plan assets at end of year (total assets less liabilities)2015-12-31$2,636,153
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$2,602,026
Assets. Value of participant loans2015-12-31$38,733
Total contributions received or receivable from employer(s)2015-12-31$49,976
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$7,218
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : UNIQUE BUSINESS SYSTEMS, INC. 401K PROFIT SHARING PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$388,294
Expenses. Total of all expenses incurred2014-12-31$88,877
Benefits paid (including direct rollovers)2014-12-31$82,777
Total plan assets at end of year2014-12-31$2,602,026
Total plan assets at beginning of year2014-12-31$2,302,609
Total contributions received or receivable from participants2014-12-31$143,394
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$171,020
Net income (gross income less expenses)2014-12-31$299,417
Net plan assets at end of year (total assets less liabilities)2014-12-31$2,602,026
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$2,302,609
Assets. Value of participant loans2014-12-31$47,598
Total contributions received or receivable from employer(s)2014-12-31$73,880
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$6,100
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : UNIQUE BUSINESS SYSTEMS, INC. 401K PROFIT SHARING PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$559,335
Expenses. Total of all expenses incurred2013-12-31$28,448
Benefits paid (including direct rollovers)2013-12-31$22,838
Total plan assets at end of year2013-12-31$2,302,609
Total plan assets at beginning of year2013-12-31$1,771,722
Total contributions received or receivable from participants2013-12-31$143,231
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$390,535
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$530,887
Net plan assets at end of year (total assets less liabilities)2013-12-31$2,302,609
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,771,722
Assets. Value of participant loans2013-12-31$61,376
Total contributions received or receivable from employer(s)2013-12-31$25,569
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$5,610
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2011 : UNIQUE BUSINESS SYSTEMS, INC. 401K PROFIT SHARING PLAN 2011 401k financial data
Transfers to/from the plan2011-12-31$0
Total plan liabilities at end of year2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$66,495
Expenses. Total of all expenses incurred2011-12-31$56,830
Benefits paid (including direct rollovers)2011-12-31$56,480
Total plan assets at end of year2011-12-31$1,984,936
Total plan assets at beginning of year2011-12-31$1,975,271
Total contributions received or receivable from participants2011-12-31$144,070
Expenses. Other expenses not covered elsewhere2011-12-31$0
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$-103,744
Noncash contributions received2011-12-31$0
Net income (gross income less expenses)2011-12-31$9,665
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,984,936
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,975,271
Assets. Value of participant loans2011-12-31$26,017
Total contributions received or receivable from employer(s)2011-12-31$26,169
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$350
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : UNIQUE BUSINESS SYSTEMS, INC. 401K PROFIT SHARING PLAN 2010 401k financial data
Transfers to/from the plan2010-12-31$0
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$399,380
Expenses. Total of all expenses incurred2010-12-31$30,457
Benefits paid (including direct rollovers)2010-12-31$30,015
Total plan assets at end of year2010-12-31$1,975,271
Total plan assets at beginning of year2010-12-31$1,606,348
Total contributions received or receivable from participants2010-12-31$159,391
Expenses. Other expenses not covered elsewhere2010-12-31$0
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$212,655
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$368,923
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,975,271
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,606,348
Assets. Value of participant loans2010-12-31$44,648
Total contributions received or receivable from employer(s)2010-12-31$27,334
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$442
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : UNIQUE BUSINESS SYSTEMS, INC. 401K PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for UNIQUE BUSINESS SYSTEMS, INC. 401K PROFIT SHARING PLAN

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

Insurance Providers Used on plan

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number600423-000
Policy instance 1
Insurance contract or identification number600423-000
Number of Individuals Covered28
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $7,579
Total amount of fees paid to insurance companyUSD $1,294
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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,579
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerN/A
Insurance broker organization code?3
Insurance broker nameUNITED RETIREMENT PLAN CONSULTANTS
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number600423-000
Policy instance 1
Insurance contract or identification number600423-000
Number of Individuals Covered24
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $7,106
Total amount of fees paid to insurance companyUSD $1,187
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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,106
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerN/A
Insurance broker organization code?3
Insurance broker nameUNITED RETIREMENT PLAN CONSULTANTS
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number600423-000
Policy instance 1
Insurance contract or identification number600423-000
Number of Individuals Covered25
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $5,537
Total amount of fees paid to insurance companyUSD $930
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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,537
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerN/A
Insurance broker organization code?3
Insurance broker nameBENEFIT PLANNING, INC.

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