THE BANK OF BENNINGTON has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan THE BANK OF BENNINGTON EMPLOYEES ' SAVINGS AND PROFIT SHARING PLAN
401k plan membership statisitcs for THE BANK OF BENNINGTON EMPLOYEES ' SAVINGS AND PROFIT SHARING PLAN
Measure | Date | Value |
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2015: THE BANK OF BENNINGTON EMPLOYEES ' SAVINGS AND PROFIT SHARING PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 74 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 61 |
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 | 19 |
Total of all active and inactive participants | 2015-01-01 | 80 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 1 |
Total participants | 2015-01-01 | 81 |
Number of participants with account balances | 2015-01-01 | 80 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 2 |
2014: THE BANK OF BENNINGTON EMPLOYEES ' SAVINGS AND PROFIT SHARING PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 72 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 58 |
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 | 15 |
Total of all active and inactive participants | 2014-01-01 | 73 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 1 |
Total participants | 2014-01-01 | 74 |
Number of participants with account balances | 2014-01-01 | 74 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 1 |
2013: THE BANK OF BENNINGTON EMPLOYEES ' SAVINGS AND PROFIT SHARING PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 71 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 54 |
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 | 18 |
Total of all active and inactive participants | 2013-01-01 | 72 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 72 |
Number of participants with account balances | 2013-01-01 | 72 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 3 |
2012: THE BANK OF BENNINGTON EMPLOYEES ' SAVINGS AND PROFIT SHARING PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 67 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 59 |
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 | 13 |
Total of all active and inactive participants | 2012-01-01 | 72 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 72 |
Number of participants with account balances | 2012-01-01 | 70 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 4 |
2011: THE BANK OF BENNINGTON EMPLOYEES ' SAVINGS AND PROFIT SHARING PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 67 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 57 |
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 | 10 |
Total of all active and inactive participants | 2011-01-01 | 67 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 67 |
Number of participants with account balances | 2011-01-01 | 66 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2010: THE BANK OF BENNINGTON EMPLOYEES ' SAVINGS AND PROFIT SHARING PLAN 2010 401k membership |
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Total participants, beginning-of-year | 2010-01-01 | 69 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 59 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 8 |
Total of all active and inactive participants | 2010-01-01 | 67 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
Total participants | 2010-01-01 | 67 |
Number of participants with account balances | 2010-01-01 | 66 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 3 |
2009: THE BANK OF BENNINGTON EMPLOYEES ' SAVINGS AND PROFIT SHARING PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 64 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 61 |
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 | 8 |
Total of all active and inactive participants | 2009-01-01 | 69 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 69 |
Number of participants with account balances | 2009-01-01 | 68 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 3 |
Measure | Date | Value |
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2015 : THE BANK OF BENNINGTON EMPLOYEES ' SAVINGS AND PROFIT SHARING PLAN 2015 401k financial data |
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Total income from all sources | 2015-12-31 | $540,302 |
Expenses. Total of all expenses incurred | 2015-12-31 | $150,679 |
Benefits paid (including direct rollovers) | 2015-12-31 | $143,673 |
Total plan assets at end of year | 2015-12-31 | $5,566,381 |
Total plan assets at beginning of year | 2015-12-31 | $5,176,758 |
Value of fidelity bond covering the plan | 2015-12-31 | $1,000,000 |
Total contributions received or receivable from participants | 2015-12-31 | $260,044 |
Other income received | 2015-12-31 | $107,201 |
Net income (gross income less expenses) | 2015-12-31 | $389,623 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $5,566,381 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $5,176,758 |
Assets. Value of participant loans | 2015-12-31 | $238,991 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $173,057 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $7,006 |
2014 : THE BANK OF BENNINGTON EMPLOYEES ' SAVINGS AND PROFIT SHARING PLAN 2014 401k financial data |
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Total income from all sources | 2014-12-31 | $706,045 |
Expenses. Total of all expenses incurred | 2014-12-31 | $758,516 |
Benefits paid (including direct rollovers) | 2014-12-31 | $752,863 |
Total plan assets at end of year | 2014-12-31 | $5,176,758 |
Total plan assets at beginning of year | 2014-12-31 | $5,229,229 |
Value of fidelity bond covering the plan | 2014-12-31 | $1,000,000 |
Total contributions received or receivable from participants | 2014-12-31 | $247,145 |
Contributions received from other sources (not participants or employers) | 2014-12-31 | $1,344 |
Other income received | 2014-12-31 | $288,076 |
Net income (gross income less expenses) | 2014-12-31 | $-52,471 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $5,176,758 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $5,229,229 |
Assets. Value of participant loans | 2014-12-31 | $213,349 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $169,480 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $5,653 |
2013 : THE BANK OF BENNINGTON EMPLOYEES ' SAVINGS AND PROFIT SHARING PLAN 2013 401k financial data |
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Total income from all sources | 2013-12-31 | $1,361,566 |
Expenses. Total of all expenses incurred | 2013-12-31 | $316,406 |
Benefits paid (including direct rollovers) | 2013-12-31 | $310,914 |
Total plan assets at end of year | 2013-12-31 | $5,229,229 |
Total plan assets at beginning of year | 2013-12-31 | $4,184,069 |
Value of fidelity bond covering the plan | 2013-12-31 | $1,000,000 |
Total contributions received or receivable from participants | 2013-12-31 | $231,487 |
Contributions received from other sources (not participants or employers) | 2013-12-31 | $89,122 |
Other income received | 2013-12-31 | $886,083 |
Net income (gross income less expenses) | 2013-12-31 | $1,045,160 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $5,229,229 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $4,184,069 |
Assets. Value of participant loans | 2013-12-31 | $224,406 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $154,874 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $5,492 |
2012 : THE BANK OF BENNINGTON EMPLOYEES ' SAVINGS AND PROFIT SHARING PLAN 2012 401k financial data |
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Total income from all sources | 2012-12-31 | $812,990 |
Expenses. Total of all expenses incurred | 2012-12-31 | $513,170 |
Benefits paid (including direct rollovers) | 2012-12-31 | $488,532 |
Total plan assets at end of year | 2012-12-31 | $4,184,069 |
Total plan assets at beginning of year | 2012-12-31 | $3,884,249 |
Value of fidelity bond covering the plan | 2012-12-31 | $1,000,000 |
Total contributions received or receivable from participants | 2012-12-31 | $220,030 |
Expenses. Other expenses not covered elsewhere | 2012-12-31 | $5,958 |
Contributions received from other sources (not participants or employers) | 2012-12-31 | $4,321 |
Other income received | 2012-12-31 | $437,330 |
Net income (gross income less expenses) | 2012-12-31 | $299,820 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $4,184,069 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $3,884,249 |
Assets. Value of participant loans | 2012-12-31 | $267,947 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $151,309 |
Value of certain deemed distributions of participant loans | 2012-12-31 | $15,339 |
Value of corrective distributions | 2012-12-31 | $3,341 |
2011 : THE BANK OF BENNINGTON EMPLOYEES ' SAVINGS AND PROFIT SHARING PLAN 2011 401k financial data |
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Total income from all sources | 2011-12-31 | $304,989 |
Expenses. Total of all expenses incurred | 2011-12-31 | $244,788 |
Benefits paid (including direct rollovers) | 2011-12-31 | $238,187 |
Total plan assets at end of year | 2011-12-31 | $3,884,249 |
Total plan assets at beginning of year | 2011-12-31 | $3,824,048 |
Value of fidelity bond covering the plan | 2011-12-31 | $1,000,000 |
Total contributions received or receivable from participants | 2011-12-31 | $203,657 |
Other income received | 2011-12-31 | $-28,854 |
Net income (gross income less expenses) | 2011-12-31 | $60,201 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $3,884,249 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $3,824,048 |
Assets. Value of participant loans | 2011-12-31 | $243,985 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $130,186 |
Value of corrective distributions | 2011-12-31 | $1,635 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $4,966 |
2010 : THE BANK OF BENNINGTON EMPLOYEES ' SAVINGS AND PROFIT SHARING PLAN 2010 401k financial data |
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Total income from all sources | 2010-12-31 | $847,145 |
Expenses. Total of all expenses incurred | 2010-12-31 | $334,561 |
Benefits paid (including direct rollovers) | 2010-12-31 | $323,212 |
Total plan assets at end of year | 2010-12-31 | $3,824,048 |
Total plan assets at beginning of year | 2010-12-31 | $3,311,464 |
Total contributions received or receivable from participants | 2010-12-31 | $304,515 |
Other income received | 2010-12-31 | $462,166 |
Net income (gross income less expenses) | 2010-12-31 | $512,584 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $3,824,048 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $3,311,464 |
Assets. Value of participant loans | 2010-12-31 | $266,006 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $80,464 |
Value of certain deemed distributions of participant loans | 2010-12-31 | $8,056 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $3,293 |
2009 : THE BANK OF BENNINGTON EMPLOYEES ' SAVINGS AND PROFIT SHARING 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 |
2015: THE BANK OF BENNINGTON EMPLOYEES ' SAVINGS AND PROFIT SHARING PLAN 2015 form 5500 responses |
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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: THE BANK OF BENNINGTON EMPLOYEES ' SAVINGS AND PROFIT SHARING PLAN 2014 form 5500 responses |
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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: THE BANK OF BENNINGTON EMPLOYEES ' SAVINGS AND PROFIT SHARING PLAN 2013 form 5500 responses |
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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: THE BANK OF BENNINGTON EMPLOYEES ' SAVINGS AND PROFIT SHARING PLAN 2012 form 5500 responses |
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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: THE BANK OF BENNINGTON EMPLOYEES ' SAVINGS AND PROFIT SHARING PLAN 2011 form 5500 responses |
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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 |
2010: THE BANK OF BENNINGTON EMPLOYEES ' SAVINGS AND PROFIT SHARING PLAN 2010 form 5500 responses |
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2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Submission has been amended | No |
2010-01-01 | This submission is the final filing | No |
2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2010-01-01 | Plan is a collectively bargained plan | No |
2010-01-01 | Plan funding arrangement – Insurance | Yes |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement – Insurance | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |
2009: THE BANK OF BENNINGTON EMPLOYEES ' SAVINGS AND PROFIT SHARING PLAN 2009 form 5500 responses |
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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 |
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 ) |
Policy contract number | ZH9215 |
Policy instance | 1 |
Insurance contract or identification number | ZH9215 | Number of Individuals Covered | 81 | Insurance policy start date | 2015-01-01 | Insurance policy end date | 2015-12-31 | 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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VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 ) |
Policy contract number | ZH9215 |
Policy instance | 1 |
Insurance contract or identification number | ZH9215 | Number of Individuals Covered | 74 | Insurance policy start date | 2014-01-01 | Insurance policy end date | 2014-12-31 | 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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VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 ) |
Policy contract number | ZH9215 |
Policy instance | 1 |
Insurance contract or identification number | ZH9215 | Number of Individuals Covered | 72 | Insurance policy start date | 2013-01-01 | Insurance policy end date | 2013-12-31 | 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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VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 ) |
Policy contract number | ZH9215 |
Policy instance | 1 |
Insurance contract or identification number | ZH9215 | Number of Individuals Covered | 72 | Insurance policy start date | 2012-01-01 | Insurance policy end date | 2012-12-31 | 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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VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 ) |
Policy contract number | ZH9215 |
Policy instance | 1 |
Insurance contract or identification number | ZH9215 | Number of Individuals Covered | 67 | Insurance policy start date | 2011-01-01 | Insurance policy end date | 2011-12-31 | Total amount of commissions paid to insurance broker | USD $4,725 | 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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VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 ) |
Policy contract number | ZH9215 |
Policy instance | 1 |
Insurance contract or identification number | ZH9215 | Number of Individuals Covered | 67 | Insurance policy start date | 2010-01-01 | Insurance policy end date | 2010-12-31 | Total amount of commissions paid to insurance broker | USD $8,102 | 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 $8,102 | Amount paid for insurance broker fees | 0 | Insurance broker organization code? | 3 | Insurance broker name | MONEY CONCEPTS CAPITAL CORP |
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