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BRIDGEPORT BENEFITS, INC. 401(K) SAVINGS PLAN 401k Plan overview

Plan NameBRIDGEPORT BENEFITS, INC. 401(K) SAVINGS PLAN
Plan identification number 001

BRIDGEPORT BENEFITS, INC. 401(K) SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • 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

BRIDGEPORT BENEFITS, INC. has sponsored the creation of one or more 401k plans.

Company Name:BRIDGEPORT BENEFITS, INC.
Employer identification number (EIN):954111088
NAIC Classification:524290

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BRIDGEPORT BENEFITS, INC. 401(K) SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012019-01-01WAYNE BLASMAN2020-10-14 WAYNE BLASMAN2020-10-14
0012018-01-01
0012018-01-01WAYNE BLASMAN2020-10-14 WAYNE BLASMAN2020-10-14
0012017-01-01STEPHEN SALINAS
0012016-01-01STEPHEN SALINAS
0012015-01-01STEPHEN SALINAS
0012014-01-01STEPHEN SALINAS
0012013-01-01STEPHEN SALINAS
0012012-01-01STEPHEN SALINAS
0012011-01-01STEPHEN SALINAS2012-10-12
0012010-01-01STEPHEN SALINAS2011-07-21

Plan Statistics for BRIDGEPORT BENEFITS, INC. 401(K) SAVINGS PLAN

401k plan membership statisitcs for BRIDGEPORT BENEFITS, INC. 401(K) SAVINGS PLAN

Measure Date Value
2019: BRIDGEPORT BENEFITS, INC. 401(K) SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0114
Total number of active participants reported on line 7a of the Form 55002019-01-010
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-011
Total of all active and inactive participants2019-01-011
Total participants2019-01-011
Number of participants with account balances2019-01-011
2018: BRIDGEPORT BENEFITS, INC. 401(K) SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0115
Total number of active participants reported on line 7a of the Form 55002018-01-0114
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-013
Total of all active and inactive participants2018-01-0117
Total participants2018-01-0117
Number of participants with account balances2018-01-0114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: BRIDGEPORT BENEFITS, INC. 401(K) SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0114
Total number of active participants reported on line 7a of the Form 55002017-01-0110
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-013
Total of all active and inactive participants2017-01-0113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0113
Number of participants with account balances2017-01-0111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: BRIDGEPORT BENEFITS, INC. 401(K) SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0110
Total number of active participants reported on line 7a of the Form 55002016-01-019
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-014
Total of all active and inactive participants2016-01-0113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0113
Number of participants with account balances2016-01-0112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: BRIDGEPORT BENEFITS, INC. 401(K) SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0110
Total number of active participants reported on line 7a of the Form 55002015-01-018
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-012
Total of all active and inactive participants2015-01-0110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0110
Number of participants with account balances2015-01-0110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: BRIDGEPORT BENEFITS, INC. 401(K) SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0110
Total number of active participants reported on line 7a of the Form 55002014-01-0110
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-012
Total of all active and inactive participants2014-01-0112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0112
Number of participants with account balances2014-01-0110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: BRIDGEPORT BENEFITS, INC. 401(K) SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0110
Total number of active participants reported on line 7a of the Form 55002013-01-019
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-011
Total of all active and inactive participants2013-01-0110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0110
Number of participants with account balances2013-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: BRIDGEPORT BENEFITS, INC. 401(K) SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0110
Total number of active participants reported on line 7a of the Form 55002012-01-018
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-012
Total of all active and inactive participants2012-01-0110
Total participants2012-01-0110
Number of participants with account balances2012-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010

Financial Data on BRIDGEPORT BENEFITS, INC. 401(K) SAVINGS PLAN

Measure Date Value
2019 : BRIDGEPORT BENEFITS, INC. 401(K) SAVINGS PLAN 2019 401k financial data
Total income from all sources2019-12-31$6,209
Expenses. Total of all expenses incurred2019-12-31$2,184,558
Benefits paid (including direct rollovers)2019-12-31$2,183,790
Total plan assets at end of year2019-12-31$315,000
Total plan assets at beginning of year2019-12-31$2,493,349
Value of fidelity bond covering the plan2019-12-31$350,000
Expenses. Other expenses not covered elsewhere2019-12-31$768
Other income received2019-12-31$6,209
Net income (gross income less expenses)2019-12-31$-2,178,349
Net plan assets at end of year (total assets less liabilities)2019-12-31$315,000
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$2,493,349
Assets. Value of participant loans2019-12-31$0
Assets. Value of real-estate (other than employer real property)2019-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018 : BRIDGEPORT BENEFITS, INC. 401(K) SAVINGS PLAN 2018 401k financial data
Total income from all sources2018-12-31$1,245,872
Expenses. Total of all expenses incurred2018-12-31$23,405
Benefits paid (including direct rollovers)2018-12-31$23,355
Total plan assets at end of year2018-12-31$3,303,349
Total plan assets at beginning of year2018-12-31$2,080,882
Value of fidelity bond covering the plan2018-12-31$350,000
Total contributions received or receivable from participants2018-12-31$137,772
Other income received2018-12-31$1,072,290
Net income (gross income less expenses)2018-12-31$1,222,467
Net plan assets at end of year (total assets less liabilities)2018-12-31$3,303,349
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$2,080,882
Assets. Value of participant loans2018-12-31$5,259
Assets. Value of assets in partnership/joint-venture interests2018-12-31$100,000
Total contributions received or receivable from employer(s)2018-12-31$35,810
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$50
2017 : BRIDGEPORT BENEFITS, INC. 401(K) SAVINGS PLAN 2017 401k financial data
Total income from all sources2017-12-31$761,756
Expenses. Total of all expenses incurred2017-12-31$442,636
Benefits paid (including direct rollovers)2017-12-31$442,386
Total plan assets at end of year2017-12-31$2,080,882
Total plan assets at beginning of year2017-12-31$1,761,762
Value of fidelity bond covering the plan2017-12-31$350,000
Total contributions received or receivable from participants2017-12-31$102,108
Other income received2017-12-31$635,645
Net income (gross income less expenses)2017-12-31$319,120
Net plan assets at end of year (total assets less liabilities)2017-12-31$2,080,882
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$1,761,762
Assets. Value of participant loans2017-12-31$13,251
Assets. Value of assets in partnership/joint-venture interests2017-12-31$110,000
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022017-12-31$3,392
Total contributions received or receivable from employer(s)2017-12-31$24,003
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$250
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : BRIDGEPORT BENEFITS, INC. 401(K) SAVINGS PLAN 2016 401k financial data
Total income from all sources2016-12-31$280,965
Expenses. Total of all expenses incurred2016-12-31$205
Benefits paid (including direct rollovers)2016-12-31$105
Total plan assets at end of year2016-12-31$1,761,762
Total plan assets at beginning of year2016-12-31$1,481,002
Value of fidelity bond covering the plan2016-12-31$350,000
Total contributions received or receivable from participants2016-12-31$93,162
Other income received2016-12-31$163,705
Net income (gross income less expenses)2016-12-31$280,760
Net plan assets at end of year (total assets less liabilities)2016-12-31$1,761,762
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$1,481,002
Assets. Value of participant loans2016-12-31$9,119
Assets. Value of assets in partnership/joint-venture interests2016-12-31$121,000
Total contributions received or receivable from employer(s)2016-12-31$24,098
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$100
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : BRIDGEPORT BENEFITS, INC. 401(K) SAVINGS PLAN 2015 401k financial data
Total income from all sources2015-12-31$194,055
Expenses. Total of all expenses incurred2015-12-31$0
Total plan assets at end of year2015-12-31$1,481,002
Total plan assets at beginning of year2015-12-31$1,286,947
Value of fidelity bond covering the plan2015-12-31$350,000
Total contributions received or receivable from participants2015-12-31$88,014
Other income received2015-12-31$80,299
Net income (gross income less expenses)2015-12-31$194,055
Net plan assets at end of year (total assets less liabilities)2015-12-31$1,481,002
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$1,286,947
Assets. Value of participant loans2015-12-31$10,760
Assets. Value of assets in partnership/joint-venture interests2015-12-31$230,000
Total contributions received or receivable from employer(s)2015-12-31$25,742
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : BRIDGEPORT BENEFITS, INC. 401(K) SAVINGS PLAN 2014 401k financial data
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$272,120
Expenses. Total of all expenses incurred2014-12-31$600,400
Benefits paid (including direct rollovers)2014-12-31$600,000
Total plan assets at end of year2014-12-31$1,286,947
Total plan assets at beginning of year2014-12-31$1,615,227
Value of fidelity bond covering the plan2014-12-31$350,000
Total contributions received or receivable from participants2014-12-31$70,717
Contributions received from other sources (not participants or employers)2014-12-31$100,000
Other income received2014-12-31$82,130
Net income (gross income less expenses)2014-12-31$-328,280
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,286,947
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,615,227
Assets. Value of participant loans2014-12-31$21,435
Assets. Value of assets in partnership/joint-venture interests2014-12-31$230,000
Total contributions received or receivable from employer(s)2014-12-31$19,273
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$400
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : BRIDGEPORT BENEFITS, INC. 401(K) SAVINGS PLAN 2013 401k financial data
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$423,319
Expenses. Total of all expenses incurred2013-12-31$113,462
Benefits paid (including direct rollovers)2013-12-31$113,212
Total plan assets at end of year2013-12-31$1,615,227
Total plan assets at beginning of year2013-12-31$1,305,370
Value of fidelity bond covering the plan2013-12-31$350,000
Total contributions received or receivable from participants2013-12-31$78,052
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$1,313
Other income received2013-12-31$318,622
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$309,857
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,615,227
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,305,370
Assets. Value of participant loans2013-12-31$12,183
Assets. Value of assets in partnership/joint-venture interests2013-12-31$242,500
Total contributions received or receivable from employer(s)2013-12-31$25,332
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$250
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : BRIDGEPORT BENEFITS, INC. 401(K) SAVINGS PLAN 2012 401k financial data
Total income from all sources2012-12-31$223,631
Expenses. Total of all expenses incurred2012-12-31$1,633
Benefits paid (including direct rollovers)2012-12-31$1,558
Total plan assets at end of year2012-12-31$1,305,370
Total plan assets at beginning of year2012-12-31$1,083,372
Value of fidelity bond covering the plan2012-12-31$150,000
Total contributions received or receivable from participants2012-12-31$70,107
Other income received2012-12-31$127,484
Net income (gross income less expenses)2012-12-31$221,998
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,305,370
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,083,372
Assets. Value of participant loans2012-12-31$1,332
Assets. Value of assets in partnership/joint-venture interests2012-12-31$128,759
Total contributions received or receivable from employer(s)2012-12-31$26,040
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$75

Form 5500 Responses for BRIDGEPORT BENEFITS, INC. 401(K) SAVINGS PLAN

2019: BRIDGEPORT BENEFITS, INC. 401(K) SAVINGS PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: BRIDGEPORT BENEFITS, INC. 401(K) SAVINGS PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: BRIDGEPORT BENEFITS, INC. 401(K) SAVINGS PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: BRIDGEPORT BENEFITS, INC. 401(K) SAVINGS 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: BRIDGEPORT BENEFITS, INC. 401(K) SAVINGS 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: BRIDGEPORT BENEFITS, INC. 401(K) SAVINGS 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: BRIDGEPORT BENEFITS, INC. 401(K) SAVINGS 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
2012: BRIDGEPORT BENEFITS, INC. 401(K) SAVINGS PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number887074
Policy instance 1
Insurance contract or identification number887074
Number of Individuals Covered15
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $281
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees281
Additional information about fees paid to insurance brokerTPA COMPENSATION
Insurance broker organization code?5
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number887074
Policy instance 1
Insurance contract or identification number887074
Number of Individuals Covered14
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $427
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees427
Additional information about fees paid to insurance brokerTPA COMPENSATION
Insurance broker organization code?5
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number887074
Policy instance 1
Insurance contract or identification number887074
Number of Individuals Covered11
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $397
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees397
Additional information about fees paid to insurance brokerTPA COMPENSATION
Insurance broker organization code?5
Insurance broker nameSTONNINGTON GROUP, LLC
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number887074
Policy instance 1
Insurance contract or identification number887074
Number of Individuals Covered10
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $380
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees380
Additional information about fees paid to insurance brokerTPA PARTNERSHIP PROGRAM PAYMENTS
Insurance broker organization code?5
Insurance broker nameSTONNINGTON GROUP LLC
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number887074
Policy instance 1
Insurance contract or identification number887074
Number of Individuals Covered10
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $506
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Amount paid for insurance broker fees506
Additional information about fees paid to insurance brokerTPA PARTNERSHIP PROGRAM PAYMENTS
Insurance broker organization code?5
Insurance broker nameSTONNINGTON GROUP LLC
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number887074
Policy instance 1
Insurance contract or identification number887074
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $555
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Amount paid for insurance broker fees555
Insurance broker organization code?5
Insurance broker nameSTONNINGTON GROUP LLC
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number887074
Policy instance 1
Insurance contract or identification number887074
Number of Individuals Covered8
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $463
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Amount paid for insurance broker fees463
Insurance broker organization code?5
Insurance broker nameSTONNINGTON GROUP LLC

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