MILILANI TOWN ASSOCIATION has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan MILILANI TOWN ASSOCIATION 401K PLAN
Measure | Date | Value |
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2014: MILILANI TOWN ASSOCIATION 401K PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-04-01 | 45 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-04-01 | 48 |
Number of retired or separated participants receiving benefits | 2014-04-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-04-01 | 6 |
Total of all active and inactive participants | 2014-04-01 | 54 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-04-01 | 0 |
Total participants | 2014-04-01 | 54 |
Number of participants with account balances | 2014-04-01 | 31 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-04-01 | 0 |
2013: MILILANI TOWN ASSOCIATION 401K PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-04-01 | 41 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-04-01 | 38 |
Number of retired or separated participants receiving benefits | 2013-04-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-04-01 | 6 |
Total of all active and inactive participants | 2013-04-01 | 44 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-04-01 | 0 |
Total participants | 2013-04-01 | 44 |
Number of participants with account balances | 2013-04-01 | 28 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-04-01 | 0 |
2012: MILILANI TOWN ASSOCIATION 401K PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-04-01 | 24 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-04-01 | 20 |
Number of retired or separated participants receiving benefits | 2012-04-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-04-01 | 7 |
Total of all active and inactive participants | 2012-04-01 | 27 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-04-01 | 0 |
Total participants | 2012-04-01 | 27 |
Number of participants with account balances | 2012-04-01 | 20 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-04-01 | 0 |
2011: MILILANI TOWN ASSOCIATION 401K PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-04-01 | 29 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-04-01 | 20 |
Number of retired or separated participants receiving benefits | 2011-04-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-04-01 | 7 |
Total of all active and inactive participants | 2011-04-01 | 27 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-04-01 | 0 |
Total participants | 2011-04-01 | 27 |
Number of participants with account balances | 2011-04-01 | 27 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-04-01 | 0 |
2010: MILILANI TOWN ASSOCIATION 401K PLAN 2010 401k membership |
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Total participants, beginning-of-year | 2010-04-01 | 29 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-04-01 | 25 |
Number of retired or separated participants receiving benefits | 2010-04-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2010-04-01 | 4 |
Total of all active and inactive participants | 2010-04-01 | 29 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-04-01 | 0 |
Total participants | 2010-04-01 | 29 |
Number of participants with account balances | 2010-04-01 | 29 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-04-01 | 0 |
2009: MILILANI TOWN ASSOCIATION 401K PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-04-01 | 23 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-04-01 | 21 |
Number of retired or separated participants receiving benefits | 2009-04-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-04-01 | 8 |
Total of all active and inactive participants | 2009-04-01 | 29 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-04-01 | 0 |
Total participants | 2009-04-01 | 29 |
Number of participants with account balances | 2009-04-01 | 29 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-04-01 | 0 |
Measure | Date | Value |
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2015 : MILILANI TOWN ASSOCIATION 401K PLAN 2015 401k financial data |
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Transfers to/from the plan | 2015-03-31 | $0 |
Total income from all sources | 2015-03-31 | $141,229 |
Expenses. Total of all expenses incurred | 2015-03-31 | $11,298 |
Benefits paid (including direct rollovers) | 2015-03-31 | $11,168 |
Total plan assets at end of year | 2015-03-31 | $729,077 |
Total plan assets at beginning of year | 2015-03-31 | $599,146 |
Value of fidelity bond covering the plan | 2015-03-31 | $50,000 |
Total contributions received or receivable from participants | 2015-03-31 | $60,480 |
Expenses. Other expenses not covered elsewhere | 2015-03-31 | $130 |
Contributions received from other sources (not participants or employers) | 2015-03-31 | $0 |
Other income received | 2015-03-31 | $42,168 |
Net income (gross income less expenses) | 2015-03-31 | $129,931 |
Net plan assets at end of year (total assets less liabilities) | 2015-03-31 | $729,077 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-03-31 | $599,146 |
Assets. Value of participant loans | 2015-03-31 | $12,724 |
Total contributions received or receivable from employer(s) | 2015-03-31 | $38,581 |
Value of certain deemed distributions of participant loans | 2015-03-31 | $0 |
Value of corrective distributions | 2015-03-31 | $0 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-03-31 | $0 |
2014 : MILILANI TOWN ASSOCIATION 401K PLAN 2014 401k financial data |
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Transfers to/from the plan | 2014-03-31 | $89 |
Total income from all sources | 2014-03-31 | $165,309 |
Expenses. Total of all expenses incurred | 2014-03-31 | $2,664 |
Benefits paid (including direct rollovers) | 2014-03-31 | $2,571 |
Total plan assets at end of year | 2014-03-31 | $599,146 |
Total plan assets at beginning of year | 2014-03-31 | $436,412 |
Value of fidelity bond covering the plan | 2014-03-31 | $50,000 |
Total contributions received or receivable from participants | 2014-03-31 | $51,448 |
Expenses. Other expenses not covered elsewhere | 2014-03-31 | $93 |
Contributions received from other sources (not participants or employers) | 2014-03-31 | $0 |
Other income received | 2014-03-31 | $80,943 |
Net income (gross income less expenses) | 2014-03-31 | $162,645 |
Net plan assets at end of year (total assets less liabilities) | 2014-03-31 | $599,146 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-03-31 | $436,412 |
Assets. Value of participant loans | 2014-03-31 | $14,452 |
Total contributions received or receivable from employer(s) | 2014-03-31 | $32,918 |
Value of certain deemed distributions of participant loans | 2014-03-31 | $0 |
Value of corrective distributions | 2014-03-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2014-03-31 | $0 |
Minimum employer required contribution for this plan year | 2014-03-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2014-03-31 | $0 |
2013 : MILILANI TOWN ASSOCIATION 401K PLAN 2013 401k financial data |
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Transfers to/from the plan | 2013-03-31 | $0 |
Total income from all sources | 2013-03-31 | $116,195 |
Expenses. Total of all expenses incurred | 2013-03-31 | $7,469 |
Benefits paid (including direct rollovers) | 2013-03-31 | $7,369 |
Total plan assets at end of year | 2013-03-31 | $436,412 |
Total plan assets at beginning of year | 2013-03-31 | $327,686 |
Value of fidelity bond covering the plan | 2013-03-31 | $50,000 |
Total contributions received or receivable from participants | 2013-03-31 | $45,784 |
Expenses. Other expenses not covered elsewhere | 2013-03-31 | $100 |
Contributions received from other sources (not participants or employers) | 2013-03-31 | $0 |
Other income received | 2013-03-31 | $43,976 |
Net income (gross income less expenses) | 2013-03-31 | $108,726 |
Net plan assets at end of year (total assets less liabilities) | 2013-03-31 | $436,412 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-03-31 | $327,686 |
Assets. Value of participant loans | 2013-03-31 | $5,659 |
Total contributions received or receivable from employer(s) | 2013-03-31 | $26,435 |
Value of certain deemed distributions of participant loans | 2013-03-31 | $0 |
Value of corrective distributions | 2013-03-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2013-03-31 | $0 |
Minimum employer required contribution for this plan year | 2013-03-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2013-03-31 | $0 |
2012 : MILILANI TOWN ASSOCIATION 401K PLAN 2012 401k financial data |
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Transfers to/from the plan | 2012-03-31 | $0 |
Total income from all sources | 2012-03-31 | $86,461 |
Expenses. Total of all expenses incurred | 2012-03-31 | $272,570 |
Benefits paid (including direct rollovers) | 2012-03-31 | $272,450 |
Total plan assets at end of year | 2012-03-31 | $327,686 |
Total plan assets at beginning of year | 2012-03-31 | $513,795 |
Value of fidelity bond covering the plan | 2012-03-31 | $225,000 |
Total contributions received or receivable from participants | 2012-03-31 | $57,478 |
Expenses. Other expenses not covered elsewhere | 2012-03-31 | $120 |
Contributions received from other sources (not participants or employers) | 2012-03-31 | $0 |
Other income received | 2012-03-31 | $-5,045 |
Net income (gross income less expenses) | 2012-03-31 | $-186,109 |
Net plan assets at end of year (total assets less liabilities) | 2012-03-31 | $327,686 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-03-31 | $513,795 |
Assets. Value of participant loans | 2012-03-31 | $11,640 |
Total contributions received or receivable from employer(s) | 2012-03-31 | $34,028 |
Value of certain deemed distributions of participant loans | 2012-03-31 | $0 |
Value of corrective distributions | 2012-03-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2012-03-31 | $0 |
Minimum employer required contribution for this plan year | 2012-03-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2012-03-31 | $0 |
2011 : MILILANI TOWN ASSOCIATION 401K PLAN 2011 401k financial data |
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Transfers to/from the plan | 2011-03-31 | $0 |
Total income from all sources | 2011-03-31 | $156,487 |
Expenses. Total of all expenses incurred | 2011-03-31 | $31,656 |
Benefits paid (including direct rollovers) | 2011-03-31 | $31,586 |
Total plan assets at end of year | 2011-03-31 | $513,795 |
Total plan assets at beginning of year | 2011-03-31 | $388,964 |
Value of fidelity bond covering the plan | 2011-03-31 | $225,000 |
Total contributions received or receivable from participants | 2011-03-31 | $86,161 |
Expenses. Other expenses not covered elsewhere | 2011-03-31 | $70 |
Contributions received from other sources (not participants or employers) | 2011-03-31 | $0 |
Other income received | 2011-03-31 | $52,293 |
Net income (gross income less expenses) | 2011-03-31 | $124,831 |
Net plan assets at end of year (total assets less liabilities) | 2011-03-31 | $513,795 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-03-31 | $388,964 |
Assets. Value of participant loans | 2011-03-31 | $7,959 |
Total contributions received or receivable from employer(s) | 2011-03-31 | $18,033 |
Value of certain deemed distributions of participant loans | 2011-03-31 | $0 |
Value of corrective distributions | 2011-03-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2011-03-31 | $0 |
Minimum employer required contribution for this plan year | 2011-03-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2011-03-31 | $0 |
2010 : MILILANI TOWN ASSOCIATION 401K PLAN 2010 401k financial data |
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Funding deficiency by the employer to the plan for this plan year | 2010-03-31 | $0 |
Minimum employer required contribution for this plan year | 2010-03-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2010-03-31 | $0 |
2014: MILILANI TOWN ASSOCIATION 401K PLAN 2014 form 5500 responses |
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2014-04-01 | Type of plan entity | Single employer plan |
2014-04-01 | Submission has been amended | No |
2014-04-01 | This submission is the final filing | No |
2014-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-04-01 | Plan is a collectively bargained plan | No |
2014-04-01 | Plan funding arrangement – Insurance | Yes |
2014-04-01 | Plan funding arrangement – Trust | Yes |
2014-04-01 | Plan benefit arrangement – Insurance | Yes |
2013: MILILANI TOWN ASSOCIATION 401K PLAN 2013 form 5500 responses |
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2013-04-01 | Type of plan entity | Single employer plan |
2013-04-01 | Submission has been amended | No |
2013-04-01 | This submission is the final filing | No |
2013-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-04-01 | Plan is a collectively bargained plan | No |
2013-04-01 | Plan funding arrangement – Insurance | Yes |
2013-04-01 | Plan funding arrangement – Trust | Yes |
2013-04-01 | Plan benefit arrangement – Insurance | Yes |
2012: MILILANI TOWN ASSOCIATION 401K PLAN 2012 form 5500 responses |
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2012-04-01 | Type of plan entity | Single employer plan |
2012-04-01 | Submission has been amended | No |
2012-04-01 | This submission is the final filing | No |
2012-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-04-01 | Plan is a collectively bargained plan | No |
2012-04-01 | Plan funding arrangement – Insurance | Yes |
2012-04-01 | Plan funding arrangement – Trust | Yes |
2012-04-01 | Plan benefit arrangement – Insurance | Yes |
2011: MILILANI TOWN ASSOCIATION 401K PLAN 2011 form 5500 responses |
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2011-04-01 | Type of plan entity | Single employer plan |
2011-04-01 | Submission has been amended | No |
2011-04-01 | This submission is the final filing | No |
2011-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-04-01 | Plan is a collectively bargained plan | No |
2011-04-01 | Plan funding arrangement – Insurance | Yes |
2011-04-01 | Plan funding arrangement – Trust | Yes |
2011-04-01 | Plan benefit arrangement – Insurance | Yes |
2010: MILILANI TOWN ASSOCIATION 401K PLAN 2010 form 5500 responses |
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2010-04-01 | Type of plan entity | Single employer plan |
2010-04-01 | Submission has been amended | No |
2010-04-01 | This submission is the final filing | No |
2010-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2010-04-01 | Plan is a collectively bargained plan | No |
2010-04-01 | Plan funding arrangement – Insurance | Yes |
2010-04-01 | Plan funding arrangement – Trust | Yes |
2010-04-01 | Plan benefit arrangement – Insurance | Yes |
2009: MILILANI TOWN ASSOCIATION 401K PLAN 2009 form 5500 responses |
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2009-04-01 | Type of plan entity | Single employer plan |
2009-04-01 | Submission has been amended | No |
2009-04-01 | This submission is the final filing | No |
2009-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-04-01 | Plan is a collectively bargained plan | No |
2009-04-01 | Plan funding arrangement – Insurance | Yes |
2009-04-01 | Plan funding arrangement – Trust | Yes |
2009-04-01 | Plan benefit arrangement – Insurance | Yes |
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 ) |
Policy contract number | GA-829151 |
Policy instance | 1 |
Insurance contract or identification number | GA-829151 | Number of Individuals Covered | 31 | Insurance policy start date | 2014-04-01 | Insurance policy end date | 2015-03-31 | Total amount of commissions paid to insurance broker | USD $2,345 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | No | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $2,345 | Insurance broker organization code? | 3 | Insurance broker name | AMERIPRISE FINANCIAL SERVICES INC |
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HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 ) |
Policy contract number | GA-829151 |
Policy instance | 1 |
Insurance contract or identification number | GA-829151 | Number of Individuals Covered | 28 | Insurance policy start date | 2013-04-01 | Insurance policy end date | 2014-03-31 | Total amount of commissions paid to insurance broker | USD $1,775 | Total amount of fees paid to insurance company | USD $37 | Are there contracts with allocated funds for individual policies? | No | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $1,775 | Insurance broker organization code? | 3 | Amount paid for insurance broker fees | 37 | Additional information about fees paid to insurance broker | SALES/MARKETING | Insurance broker name | LPL FINANCIAL LLC |
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HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 ) |
Policy contract number | GA-829151 |
Policy instance | 1 |
Insurance contract or identification number | GA-829151 | Number of Individuals Covered | 20 | Insurance policy start date | 2012-04-01 | Insurance policy end date | 2013-03-31 | Total amount of commissions paid to insurance broker | USD $1,341 | Total amount of fees paid to insurance company | USD $66 | Are there contracts with allocated funds for individual policies? | No | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $1,341 | Insurance broker organization code? | 3 | Amount paid for insurance broker fees | 66 | Additional information about fees paid to insurance broker | SALES/MARKETING | Insurance broker name | LPL FINANCIAL LLC |
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HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 ) |
Policy contract number | GA-829151 |
Policy instance | 1 |
Insurance contract or identification number | GA-829151 | Number of Individuals Covered | 27 | Insurance policy start date | 2011-04-01 | Insurance policy end date | 2012-03-31 | 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? | No | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 ) |
Policy contract number | GA-200286 |
Policy instance | 1 |
Insurance contract or identification number | GA-200286 | Number of Individuals Covered | 29 | Insurance policy start date | 2010-04-01 | Insurance policy end date | 2011-03-31 | Total amount of commissions paid to insurance broker | USD $1,633 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | No | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $1,633 | Insurance broker organization code? | 3 | Insurance broker name | LPL FINANCIAL LLC |
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