MURRAY & BUDZYN, A LAW CORPORATION has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan MURRAY & BUDZYN PROFIT SHARING/ 401(K) PLAN
Measure | Date | Value |
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2022: MURRAY & BUDZYN PROFIT SHARING/ 401(K) PLAN 2022 401k membership |
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Total participants, beginning-of-year | 2022-01-01 | 6 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 0 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 0 |
Total of all active and inactive participants | 2022-01-01 | 0 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 0 |
Number of participants with account balances | 2022-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
2021: MURRAY & BUDZYN PROFIT SHARING/ 401(K) PLAN 2021 401k membership |
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Total participants, beginning-of-year | 2021-01-01 | 6 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 6 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 0 |
Total of all active and inactive participants | 2021-01-01 | 6 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 6 |
Number of participants with account balances | 2021-01-01 | 5 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: MURRAY & BUDZYN PROFIT SHARING/ 401(K) PLAN 2020 401k membership |
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Total participants, beginning-of-year | 2020-01-01 | 6 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 6 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 0 |
Total of all active and inactive participants | 2020-01-01 | 6 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 6 |
Number of participants with account balances | 2020-01-01 | 5 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: MURRAY & BUDZYN PROFIT SHARING/ 401(K) PLAN 2019 401k membership |
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Total participants, beginning-of-year | 2019-01-01 | 6 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 6 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 0 |
Total of all active and inactive participants | 2019-01-01 | 6 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 6 |
Number of participants with account balances | 2019-01-01 | 5 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: MURRAY & BUDZYN PROFIT SHARING/ 401(K) PLAN 2018 401k membership |
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Total participants, beginning-of-year | 2018-01-01 | 6 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 6 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 0 |
Total of all active and inactive participants | 2018-01-01 | 6 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 6 |
Number of participants with account balances | 2018-01-01 | 5 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: MURRAY & BUDZYN PROFIT SHARING/ 401(K) PLAN 2017 401k membership |
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Total participants, beginning-of-year | 2017-01-01 | 7 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 6 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 0 |
Total of all active and inactive participants | 2017-01-01 | 6 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 6 |
Number of participants with account balances | 2017-01-01 | 5 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: MURRAY & BUDZYN PROFIT SHARING/ 401(K) PLAN 2016 401k membership |
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Total participants, beginning-of-year | 2016-01-01 | 7 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 7 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 0 |
Total of all active and inactive participants | 2016-01-01 | 7 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 7 |
Number of participants with account balances | 2016-01-01 | 5 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: MURRAY & BUDZYN PROFIT SHARING/ 401(K) PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 7 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 7 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 0 |
Total of all active and inactive participants | 2015-01-01 | 7 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 7 |
Number of participants with account balances | 2015-01-01 | 5 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: MURRAY & BUDZYN PROFIT SHARING/ 401(K) PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 7 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 7 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 0 |
Total of all active and inactive participants | 2014-01-01 | 7 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 7 |
Number of participants with account balances | 2014-01-01 | 5 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: MURRAY & BUDZYN PROFIT SHARING/ 401(K) PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 9 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 7 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 0 |
Total of all active and inactive participants | 2013-01-01 | 7 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 7 |
Number of participants with account balances | 2013-01-01 | 5 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: MURRAY & BUDZYN PROFIT SHARING/ 401(K) PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 7 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 9 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 0 |
Total of all active and inactive participants | 2012-01-01 | 9 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 9 |
Number of participants with account balances | 2012-01-01 | 5 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: MURRAY & BUDZYN PROFIT SHARING/ 401(K) PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 6 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 7 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 0 |
Total of all active and inactive participants | 2011-01-01 | 7 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 7 |
Number of participants with account balances | 2011-01-01 | 5 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2009: MURRAY & BUDZYN PROFIT SHARING/ 401(K) PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 9 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 7 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 0 |
Total of all active and inactive participants | 2009-01-01 | 7 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 7 |
Number of participants with account balances | 2009-01-01 | 7 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
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2022 : MURRAY & BUDZYN PROFIT SHARING/ 401(K) PLAN 2022 401k financial data |
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Total plan liabilities at end of year | 2022-09-30 | $0 |
Total plan liabilities at beginning of year | 2022-09-30 | $0 |
Total income from all sources | 2022-09-30 | $-127,815 |
Expenses. Total of all expenses incurred | 2022-09-30 | $4,864,910 |
Benefits paid (including direct rollovers) | 2022-09-30 | $4,864,800 |
Total plan assets at end of year | 2022-09-30 | $0 |
Total plan assets at beginning of year | 2022-09-30 | $4,992,725 |
Value of fidelity bond covering the plan | 2022-09-30 | $500,000 |
Other income received | 2022-09-30 | $-127,815 |
Net income (gross income less expenses) | 2022-09-30 | $-4,992,725 |
Net plan assets at end of year (total assets less liabilities) | 2022-09-30 | $0 |
Net plan assets at beginning of year (total assets less liabilities) | 2022-09-30 | $4,992,725 |
Assets. Value of participant loans | 2022-09-30 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2022-09-30 | $110 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2022-09-30 | $0 |
2021 : MURRAY & BUDZYN PROFIT SHARING/ 401(K) PLAN 2021 401k financial data |
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Total plan liabilities at end of year | 2021-12-31 | $0 |
Total plan liabilities at beginning of year | 2021-12-31 | $0 |
Total income from all sources | 2021-12-31 | $347,646 |
Expenses. Total of all expenses incurred | 2021-12-31 | $462,061 |
Benefits paid (including direct rollovers) | 2021-12-31 | $462,021 |
Total plan assets at end of year | 2021-12-31 | $4,992,725 |
Total plan assets at beginning of year | 2021-12-31 | $5,107,140 |
Value of fidelity bond covering the plan | 2021-12-31 | $500,000 |
Other income received | 2021-12-31 | $347,646 |
Net income (gross income less expenses) | 2021-12-31 | $-114,415 |
Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $4,992,725 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $5,107,140 |
Assets. Value of participant loans | 2021-12-31 | $5,611 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $40 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
2020 : MURRAY & BUDZYN PROFIT SHARING/ 401(K) PLAN 2020 401k financial data |
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Total plan liabilities at end of year | 2020-12-31 | $0 |
Total plan liabilities at beginning of year | 2020-12-31 | $0 |
Total income from all sources | 2020-12-31 | $207,404 |
Expenses. Total of all expenses incurred | 2020-12-31 | $91,886 |
Benefits paid (including direct rollovers) | 2020-12-31 | $91,886 |
Total plan assets at end of year | 2020-12-31 | $5,107,140 |
Total plan assets at beginning of year | 2020-12-31 | $4,991,622 |
Value of fidelity bond covering the plan | 2020-12-31 | $500,000 |
Other income received | 2020-12-31 | $207,404 |
Net income (gross income less expenses) | 2020-12-31 | $115,518 |
Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $5,107,140 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $4,991,622 |
Assets. Value of participant loans | 2020-12-31 | $8,301 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
2019 : MURRAY & BUDZYN PROFIT SHARING/ 401(K) PLAN 2019 401k financial data |
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Total plan liabilities at end of year | 2019-12-31 | $0 |
Total plan liabilities at beginning of year | 2019-12-31 | $0 |
Total income from all sources | 2019-12-31 | $342,236 |
Expenses. Total of all expenses incurred | 2019-12-31 | $465,016 |
Benefits paid (including direct rollovers) | 2019-12-31 | $464,762 |
Total plan assets at end of year | 2019-12-31 | $4,991,622 |
Total plan assets at beginning of year | 2019-12-31 | $5,114,402 |
Value of fidelity bond covering the plan | 2019-12-31 | $500,000 |
Other income received | 2019-12-31 | $342,236 |
Net income (gross income less expenses) | 2019-12-31 | $-122,780 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $4,991,622 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $5,114,402 |
Assets. Value of participant loans | 2019-12-31 | $21,866 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $254 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
2018 : MURRAY & BUDZYN PROFIT SHARING/ 401(K) PLAN 2018 401k financial data |
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Total plan liabilities at end of year | 2018-12-31 | $0 |
Total plan liabilities at beginning of year | 2018-12-31 | $0 |
Total income from all sources | 2018-12-31 | $-55,820 |
Expenses. Total of all expenses incurred | 2018-12-31 | $176,111 |
Benefits paid (including direct rollovers) | 2018-12-31 | $173,651 |
Total plan assets at end of year | 2018-12-31 | $5,114,402 |
Total plan assets at beginning of year | 2018-12-31 | $5,346,333 |
Value of fidelity bond covering the plan | 2018-12-31 | $500,000 |
Other income received | 2018-12-31 | $-55,820 |
Net income (gross income less expenses) | 2018-12-31 | $-231,931 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $5,114,402 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $5,346,333 |
Assets. Value of participant loans | 2018-12-31 | $24,979 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $2,460 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
2017 : MURRAY & BUDZYN PROFIT SHARING/ 401(K) PLAN 2017 401k financial data |
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Transfers to/from the plan | 2017-12-31 | $0 |
Total plan liabilities at end of year | 2017-12-31 | $0 |
Total plan liabilities at beginning of year | 2017-12-31 | $0 |
Total income from all sources | 2017-12-31 | $278,593 |
Expenses. Total of all expenses incurred | 2017-12-31 | $168,929 |
Benefits paid (including direct rollovers) | 2017-12-31 | $166,429 |
Total plan assets at end of year | 2017-12-31 | $5,346,333 |
Total plan assets at beginning of year | 2017-12-31 | $5,236,669 |
Value of fidelity bond covering the plan | 2017-12-31 | $500,000 |
Other income received | 2017-12-31 | $278,593 |
Net income (gross income less expenses) | 2017-12-31 | $109,664 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $5,346,333 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $5,236,669 |
Assets. Value of participant loans | 2017-12-31 | $15,988 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $2,500 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
2016 : MURRAY & BUDZYN PROFIT SHARING/ 401(K) PLAN 2016 401k financial data |
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Transfers to/from the plan | 2016-12-31 | $0 |
Total plan liabilities at end of year | 2016-12-31 | $0 |
Total plan liabilities at beginning of year | 2016-12-31 | $0 |
Total income from all sources | 2016-12-31 | $187,739 |
Expenses. Total of all expenses incurred | 2016-12-31 | $162,044 |
Benefits paid (including direct rollovers) | 2016-12-31 | $159,569 |
Total plan assets at end of year | 2016-12-31 | $5,236,669 |
Total plan assets at beginning of year | 2016-12-31 | $5,210,974 |
Value of fidelity bond covering the plan | 2016-12-31 | $500,000 |
Other income received | 2016-12-31 | $187,739 |
Net income (gross income less expenses) | 2016-12-31 | $25,695 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $5,236,669 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $5,210,974 |
Assets. Value of participant loans | 2016-12-31 | $22,064 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $2,475 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
2015 : MURRAY & BUDZYN PROFIT SHARING/ 401(K) PLAN 2015 401k financial data |
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Transfers to/from the plan | 2015-12-31 | $0 |
Total plan liabilities at end of year | 2015-12-31 | $0 |
Total plan liabilities at beginning of year | 2015-12-31 | $0 |
Total income from all sources | 2015-12-31 | $-31,923 |
Expenses. Total of all expenses incurred | 2015-12-31 | $419,620 |
Benefits paid (including direct rollovers) | 2015-12-31 | $416,118 |
Total plan assets at end of year | 2015-12-31 | $5,210,974 |
Total plan assets at beginning of year | 2015-12-31 | $5,662,517 |
Value of fidelity bond covering the plan | 2015-12-31 | $500,000 |
Other income received | 2015-12-31 | $-31,923 |
Net income (gross income less expenses) | 2015-12-31 | $-451,543 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $5,210,974 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $5,662,517 |
Assets. Value of participant loans | 2015-12-31 | $24,949 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $3,502 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
2014 : MURRAY & BUDZYN PROFIT SHARING/ 401(K) PLAN 2014 401k financial data |
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Total plan liabilities at end of year | 2014-12-31 | $0 |
Total plan liabilities at beginning of year | 2014-12-31 | $0 |
Total income from all sources | 2014-12-31 | $133,166 |
Expenses. Total of all expenses incurred | 2014-12-31 | $242,220 |
Benefits paid (including direct rollovers) | 2014-12-31 | $238,615 |
Total plan assets at end of year | 2014-12-31 | $5,662,517 |
Total plan assets at beginning of year | 2014-12-31 | $5,771,571 |
Value of fidelity bond covering the plan | 2014-12-31 | $500,000 |
Other income received | 2014-12-31 | $133,166 |
Net income (gross income less expenses) | 2014-12-31 | $-109,054 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $5,662,517 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $5,771,571 |
Assets. Value of participant loans | 2014-12-31 | $27,889 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $3,605 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
2013 : MURRAY & BUDZYN PROFIT SHARING/ 401(K) PLAN 2013 401k financial data |
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Total plan liabilities at end of year | 2013-12-31 | $0 |
Total plan liabilities at beginning of year | 2013-12-31 | $0 |
Total income from all sources | 2013-12-31 | $3,180,321 |
Expenses. Total of all expenses incurred | 2013-12-31 | $5,092 |
Total plan assets at end of year | 2013-12-31 | $5,771,571 |
Total plan assets at beginning of year | 2013-12-31 | $2,596,342 |
Value of fidelity bond covering the plan | 2013-12-31 | $500,000 |
Contributions received from other sources (not participants or employers) | 2013-12-31 | $2,915,331 |
Other income received | 2013-12-31 | $264,990 |
Net income (gross income less expenses) | 2013-12-31 | $3,175,229 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $5,771,571 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $2,596,342 |
Assets. Value of participant loans | 2013-12-31 | $36,823 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $5,092 |
2012 : MURRAY & BUDZYN PROFIT SHARING/ 401(K) PLAN 2012 401k financial data |
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Transfers to/from the plan | 2012-12-31 | $0 |
Total plan liabilities at end of year | 2012-12-31 | $0 |
Total plan liabilities at beginning of year | 2012-12-31 | $0 |
Total income from all sources | 2012-12-31 | $227,972 |
Expenses. Total of all expenses incurred | 2012-12-31 | $5,017 |
Total plan assets at end of year | 2012-12-31 | $2,596,342 |
Total plan assets at beginning of year | 2012-12-31 | $2,373,387 |
Value of fidelity bond covering the plan | 2012-12-31 | $500,000 |
Other income received | 2012-12-31 | $227,972 |
Net income (gross income less expenses) | 2012-12-31 | $222,955 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $2,596,342 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $2,373,387 |
Assets. Value of participant loans | 2012-12-31 | $36,093 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $5,017 |
2011 : MURRAY & BUDZYN PROFIT SHARING/ 401(K) PLAN 2011 401k financial data |
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Total plan liabilities at end of year | 2011-12-31 | $0 |
Total plan liabilities at beginning of year | 2011-12-31 | $0 |
Total income from all sources | 2011-12-31 | $-44,714 |
Expenses. Total of all expenses incurred | 2011-12-31 | $48,331 |
Benefits paid (including direct rollovers) | 2011-12-31 | $43,314 |
Total plan assets at end of year | 2011-12-31 | $2,373,387 |
Total plan assets at beginning of year | 2011-12-31 | $2,466,432 |
Value of fidelity bond covering the plan | 2011-12-31 | $500,000 |
Expenses. Other expenses not covered elsewhere | 2011-12-31 | $5,017 |
Other income received | 2011-12-31 | $-44,714 |
Net income (gross income less expenses) | 2011-12-31 | $-93,045 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $2,373,387 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $2,466,432 |
Assets. Value of participant loans | 2011-12-31 | $45,462 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
2010 : MURRAY & BUDZYN PROFIT SHARING/ 401(K) PLAN 2010 401k financial data |
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Total plan liabilities at end of year | 2010-12-31 | $0 |
Total plan liabilities at beginning of year | 2010-12-31 | $0 |
Total income from all sources | 2010-12-31 | $210,224 |
Expenses. Total of all expenses incurred | 2010-12-31 | $218,631 |
Benefits paid (including direct rollovers) | 2010-12-31 | $215,955 |
Total plan assets at end of year | 2010-12-31 | $2,466,432 |
Total plan assets at beginning of year | 2010-12-31 | $2,474,839 |
Value of fidelity bond covering the plan | 2010-12-31 | $500,000 |
Expenses. Other expenses not covered elsewhere | 2010-12-31 | $2,676 |
Contributions received from other sources (not participants or employers) | 2010-12-31 | $58,239 |
Other income received | 2010-12-31 | $151,985 |
Net income (gross income less expenses) | 2010-12-31 | $-8,407 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $2,466,432 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $2,474,839 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
2009 : MURRAY & BUDZYN PROFIT SHARING/ 401(K) PLAN 2009 401k financial data |
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Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
2022: MURRAY & BUDZYN PROFIT SHARING/ 401(K) PLAN 2022 form 5500 responses |
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2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Submission has been amended | No |
2022-01-01 | This submission is the final filing | Yes |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: MURRAY & BUDZYN PROFIT SHARING/ 401(K) PLAN 2021 form 5500 responses |
---|
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: MURRAY & BUDZYN PROFIT SHARING/ 401(K) PLAN 2020 form 5500 responses |
---|
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: MURRAY & BUDZYN PROFIT SHARING/ 401(K) PLAN 2019 form 5500 responses |
---|
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Insurance | Yes |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement – Insurance | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: MURRAY & BUDZYN PROFIT SHARING/ 401(K) PLAN 2018 form 5500 responses |
---|
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | Yes |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Insurance | Yes |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement – Insurance | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: MURRAY & BUDZYN PROFIT SHARING/ 401(K) PLAN 2017 form 5500 responses |
---|
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Insurance | Yes |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement – Insurance | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: MURRAY & BUDZYN PROFIT SHARING/ 401(K) PLAN 2016 form 5500 responses |
---|
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Insurance | Yes |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement – Insurance | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: MURRAY & BUDZYN PROFIT SHARING/ 401(K) PLAN 2015 form 5500 responses |
---|
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Insurance | Yes |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement – Insurance | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: MURRAY & BUDZYN PROFIT SHARING/ 401(K) PLAN 2014 form 5500 responses |
---|
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Insurance | Yes |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement – Insurance | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: MURRAY & BUDZYN PROFIT SHARING/ 401(K) PLAN 2013 form 5500 responses |
---|
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Insurance | Yes |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement – Insurance | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: MURRAY & BUDZYN PROFIT SHARING/ 401(K) PLAN 2012 form 5500 responses |
---|
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Insurance | Yes |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement – Insurance | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: MURRAY & BUDZYN PROFIT SHARING/ 401(K) PLAN 2011 form 5500 responses |
---|
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Insurance | Yes |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement – Insurance | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2009: MURRAY & BUDZYN PROFIT SHARING/ 401(K) PLAN 2009 form 5500 responses |
---|
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Insurance | Yes |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement – Insurance | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 ) |
Policy contract number | 65199077 |
Policy instance | 1 |
Insurance contract or identification number | 65199077 | Number of Individuals Covered | 1 | Insurance policy start date | 2018-11-28 | Insurance policy end date | 2019-11-27 | 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? | 1 | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating 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 |
|
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 ) |
Policy contract number | 65199077 |
Policy instance | 1 |
Insurance contract or identification number | 65199077 | Insurance policy start date | 2017-11-28 | Insurance policy end date | 2018-11-27 | 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? | 1 | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating 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 |
|
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 ) |
Policy contract number | 65199077 |
Policy instance | 1 |
Insurance contract or identification number | 65199077 | Number of Individuals Covered | 1 | Insurance policy start date | 2016-11-28 | Insurance policy end date | 2017-11-27 | 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? | 1 | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating 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 |
|
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 ) |
Policy contract number | 65199077 |
Policy instance | 2 |
Insurance contract or identification number | 65199077 | Number of Individuals Covered | 1 | Insurance policy start date | 2014-11-28 | Insurance policy end date | 2015-11-27 | 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? | Yes | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating 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 |
|
LINCOLN BENEFIT LIFE COMPANY (National Association of Insurance Commissioners NAIC id number: 65595 ) |
Policy contract number | 0100685584 |
Policy instance | 1 |
Insurance contract or identification number | 0100685584 | Number of Individuals Covered | 1 | Insurance policy start date | 2014-11-18 | Insurance policy end date | 2015-11-17 | 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? | Yes | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating 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 |
|
LINCOLN BENEFIT LIFE COMPANY (National Association of Insurance Commissioners NAIC id number: 65595 ) |
Policy contract number | 0100685584 |
Policy instance | 1 |
Insurance contract or identification number | 0100685584 | Insurance policy start date | 2013-11-18 | Insurance policy end date | 2014-11-17 | 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? | Yes | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating 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 |
|
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 ) |
Policy contract number | 65199077 |
Policy instance | 2 |
Insurance contract or identification number | 65199077 | Insurance policy start date | 2013-11-28 | Insurance policy end date | 2014-11-27 | 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? | Yes | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating 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 |
|
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 ) |
Policy contract number | 65199077 |
Policy instance | 3 |
Insurance contract or identification number | 65199077 | Number of Individuals Covered | 1 | Insurance policy start date | 2012-11-28 | Insurance policy end date | 2013-11-27 | 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? | Yes | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating 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 |
|
LINCOLN BENEFIT LIFE COMPANY (National Association of Insurance Commissioners NAIC id number: 65595 ) |
Policy contract number | 0100685584 |
Policy instance | 2 |
Insurance contract or identification number | 0100685584 | Number of Individuals Covered | 1 | Insurance policy start date | 2012-11-18 | Insurance policy end date | 2013-11-17 | 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? | Yes | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating 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 |
|
GENWORTH LIFE AND ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65536 ) |
Policy contract number | 2138336 |
Policy instance | 1 |
Insurance contract or identification number | 2138336 | Number of Individuals Covered | 1 | Insurance policy start date | 2012-02-01 | Insurance policy end date | 2013-01-31 | 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? | Yes | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating 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 |
|
LINCOLN BENEFIT LIFE COMPANY (National Association of Insurance Commissioners NAIC id number: 65595 ) |
Policy contract number | 0100685584 |
Policy instance | 2 |
Insurance contract or identification number | 0100685584 | Number of Individuals Covered | 1 | Insurance policy start date | 2011-11-18 | Insurance policy end date | 2012-11-17 | 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? | Yes | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating 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 |
|
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 ) |
Policy contract number | 65199077 |
Policy instance | 3 |
Insurance contract or identification number | 65199077 | Number of Individuals Covered | 1 | Insurance policy start date | 2011-11-28 | Insurance policy end date | 2012-11-27 | 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? | Yes | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating 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 |
|
GENWORTH LIFE AND ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65536 ) |
Policy contract number | 2138336 |
Policy instance | 1 |
Insurance contract or identification number | 2138336 | Number of Individuals Covered | 1 | Insurance policy start date | 2011-02-01 | Insurance policy end date | 2012-01-31 | 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? | Yes | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating 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 |
|
GENWORTH LIFE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 63401 ) |
Policy contract number | 2138336 |
Policy instance | 1 |
Insurance contract or identification number | 2138336 | Number of Individuals Covered | 1 | Insurance policy start date | 2010-02-01 | Insurance policy end date | 2011-01-31 | 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? | Yes | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating 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 |
|
LINCOLN BENEFIT LIFE COMPANY (National Association of Insurance Commissioners NAIC id number: 65595 ) |
Policy contract number | 0100685584 |
Policy instance | 2 |
Insurance contract or identification number | 0100685584 | Number of Individuals Covered | 1 | Insurance policy start date | 2010-11-18 | Insurance policy end date | 2011-11-17 | 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? | Yes | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating 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 |
|
GENWORTH LIFE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 63401 ) |
Policy contract number | 2138336 |
Policy instance | 1 |
Insurance contract or identification number | 2138336 | Number of Individuals Covered | 1 | Insurance policy start date | 2009-02-01 | Insurance policy end date | 2010-01-31 | 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? | Yes | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating 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 |
|
LINCOLN BENEFIT LIFE COMPANY (National Association of Insurance Commissioners NAIC id number: 65595 ) |
Policy contract number | 0100685584 |
Policy instance | 2 |
Insurance contract or identification number | 0100685584 | Number of Individuals Covered | 1 | Insurance policy start date | 2009-11-18 | Insurance policy end date | 2010-11-17 | 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? | Yes | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating 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 |
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