A & D SHEET METAL INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan A & D SHEET METAL, INC RETIREMENT PROFIT SHARING PLAN
401k plan membership statisitcs for A & D SHEET METAL, INC RETIREMENT PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2022: A & D SHEET METAL, INC RETIREMENT PROFIT SHARING PLAN 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-06-01 | 4 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-06-01 | 5 |
| Total of all active and inactive participants | 2022-06-01 | 5 |
| Total participants | 2022-06-01 | 5 |
| Number of participants with account balances | 2022-06-01 | 5 |
| 2021: A & D SHEET METAL, INC RETIREMENT PROFIT SHARING PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-06-01 | 4 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-06-01 | 4 |
| Total of all active and inactive participants | 2021-06-01 | 4 |
| Total participants | 2021-06-01 | 4 |
| Number of participants with account balances | 2021-06-01 | 4 |
| 2020: A & D SHEET METAL, INC RETIREMENT PROFIT SHARING PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-06-01 | 4 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-06-01 | 4 |
| Total of all active and inactive participants | 2020-06-01 | 4 |
| Total participants | 2020-06-01 | 4 |
| Number of participants with account balances | 2020-06-01 | 4 |
| 2019: A & D SHEET METAL, INC RETIREMENT PROFIT SHARING PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-06-01 | 4 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-06-01 | 4 |
| Total of all active and inactive participants | 2019-06-01 | 4 |
| Total participants | 2019-06-01 | 4 |
| Number of participants with account balances | 2019-06-01 | 4 |
| 2018: A & D SHEET METAL, INC RETIREMENT PROFIT SHARING PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-06-01 | 4 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-06-01 | 4 |
| Total of all active and inactive participants | 2018-06-01 | 4 |
| Total participants | 2018-06-01 | 4 |
| Number of participants with account balances | 2018-06-01 | 4 |
| 2017: A & D SHEET METAL, INC RETIREMENT PROFIT SHARING PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-06-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-06-01 | 4 |
| Total of all active and inactive participants | 2017-06-01 | 4 |
| Total participants | 2017-06-01 | 4 |
| Number of participants with account balances | 2017-06-01 | 4 |
| 2016: A & D SHEET METAL, INC RETIREMENT PROFIT SHARING PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-06-01 | 4 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-06-01 | 3 |
| Total of all active and inactive participants | 2016-06-01 | 3 |
| Total participants | 2016-06-01 | 3 |
| Number of participants with account balances | 2016-06-01 | 3 |
| 2015: A & D SHEET METAL, INC RETIREMENT PROFIT SHARING PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-06-01 | 4 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-06-01 | 3 |
| Total of all active and inactive participants | 2015-06-01 | 3 |
| Total participants | 2015-06-01 | 3 |
| Number of participants with account balances | 2015-06-01 | 4 |
| 2014: A & D SHEET METAL, INC RETIREMENT PROFIT SHARING PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-06-01 | 4 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-06-01 | 4 |
| Total of all active and inactive participants | 2014-06-01 | 4 |
| Total participants | 2014-06-01 | 4 |
| Number of participants with account balances | 2014-06-01 | 4 |
| 2013: A & D SHEET METAL, INC RETIREMENT PROFIT SHARING PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-06-01 | 4 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-06-01 | 4 |
| Total of all active and inactive participants | 2013-06-01 | 4 |
| Total participants | 2013-06-01 | 4 |
| Number of participants with account balances | 2013-06-01 | 4 |
| 2012: A & D SHEET METAL, INC RETIREMENT PROFIT SHARING PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-06-01 | 4 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-06-01 | 4 |
| Total of all active and inactive participants | 2012-06-01 | 4 |
| Total participants | 2012-06-01 | 4 |
| Number of participants with account balances | 2012-06-01 | 4 |
| 2011: A & D SHEET METAL, INC RETIREMENT PROFIT SHARING PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-06-01 | 4 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-06-01 | 4 |
| Total of all active and inactive participants | 2011-06-01 | 4 |
| Total participants | 2011-06-01 | 4 |
| Number of participants with account balances | 2011-06-01 | 4 |
| 2009: A & D SHEET METAL, INC RETIREMENT PROFIT SHARING PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-06-01 | 4 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-06-01 | 4 |
| Total of all active and inactive participants | 2009-06-01 | 4 |
| Total participants | 2009-06-01 | 4 |
| Number of participants with account balances | 2009-06-01 | 4 |
| Measure | Date | Value |
|---|
| 2023 : A & D SHEET METAL, INC RETIREMENT PROFIT SHARING PLAN 2023 401k financial data |
|---|
| Total income from all sources | 2023-05-31 | $122,396 |
| Expenses. Total of all expenses incurred | 2023-05-31 | $30,247 |
| Total plan assets at end of year | 2023-05-31 | $1,660,678 |
| Total plan assets at beginning of year | 2023-05-31 | $1,568,529 |
| Other income received | 2023-05-31 | $2,396 |
| Net income (gross income less expenses) | 2023-05-31 | $92,149 |
| Net plan assets at end of year (total assets less liabilities) | 2023-05-31 | $1,660,678 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-05-31 | $1,568,529 |
| Total contributions received or receivable from employer(s) | 2023-05-31 | $120,000 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2023-05-31 | $30,247 |
| 2022 : A & D SHEET METAL, INC RETIREMENT PROFIT SHARING PLAN 2022 401k financial data |
|---|
| Total income from all sources | 2022-05-31 | $-35,647 |
| Expenses. Total of all expenses incurred | 2022-05-31 | $21,044 |
| Total plan assets at end of year | 2022-05-31 | $1,568,529 |
| Total plan assets at beginning of year | 2022-05-31 | $1,625,220 |
| Other income received | 2022-05-31 | $-155,647 |
| Net income (gross income less expenses) | 2022-05-31 | $-56,691 |
| Net plan assets at end of year (total assets less liabilities) | 2022-05-31 | $1,568,529 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-05-31 | $1,625,220 |
| Total contributions received or receivable from employer(s) | 2022-05-31 | $120,000 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-05-31 | $21,044 |
| 2021 : A & D SHEET METAL, INC RETIREMENT PROFIT SHARING PLAN 2021 401k financial data |
|---|
| Total income from all sources | 2021-05-31 | $307,309 |
| Expenses. Total of all expenses incurred | 2021-05-31 | $18,269 |
| Total plan assets at end of year | 2021-05-31 | $1,625,220 |
| Total plan assets at beginning of year | 2021-05-31 | $1,336,180 |
| Other income received | 2021-05-31 | $227,309 |
| Net income (gross income less expenses) | 2021-05-31 | $289,040 |
| Net plan assets at end of year (total assets less liabilities) | 2021-05-31 | $1,625,220 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-05-31 | $1,336,180 |
| Total contributions received or receivable from employer(s) | 2021-05-31 | $80,000 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-05-31 | $18,269 |
| 2020 : A & D SHEET METAL, INC RETIREMENT PROFIT SHARING PLAN 2020 401k financial data |
|---|
| Total income from all sources | 2020-05-31 | $129,815 |
| Expenses. Total of all expenses incurred | 2020-05-31 | $16,834 |
| Total plan assets at end of year | 2020-05-31 | $1,336,180 |
| Total plan assets at beginning of year | 2020-05-31 | $1,223,199 |
| Other income received | 2020-05-31 | $59,815 |
| Net income (gross income less expenses) | 2020-05-31 | $112,981 |
| Net plan assets at end of year (total assets less liabilities) | 2020-05-31 | $1,336,180 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-05-31 | $1,223,199 |
| Total contributions received or receivable from employer(s) | 2020-05-31 | $70,000 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-05-31 | $16,834 |
| 2018 : A & D SHEET METAL, INC RETIREMENT PROFIT SHARING PLAN 2018 401k financial data |
|---|
| Total income from all sources | 2018-05-31 | $81,697 |
| Expenses. Total of all expenses incurred | 2018-05-31 | $9,967 |
| Total plan assets at end of year | 2018-05-31 | $1,162,376 |
| Total plan assets at beginning of year | 2018-05-31 | $1,090,646 |
| Other income received | 2018-05-31 | $31,697 |
| Net income (gross income less expenses) | 2018-05-31 | $71,730 |
| Net plan assets at end of year (total assets less liabilities) | 2018-05-31 | $1,162,376 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-05-31 | $1,090,646 |
| Total contributions received or receivable from employer(s) | 2018-05-31 | $50,000 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-05-31 | $9,967 |
| 2017 : A & D SHEET METAL, INC RETIREMENT PROFIT SHARING PLAN 2017 401k financial data |
|---|
| Total income from all sources | 2017-05-31 | $137,755 |
| Expenses. Total of all expenses incurred | 2017-05-31 | $3,617 |
| Benefits paid (including direct rollovers) | 2017-05-31 | $48 |
| Total plan assets at end of year | 2017-05-31 | $1,090,646 |
| Total plan assets at beginning of year | 2017-05-31 | $956,508 |
| Other income received | 2017-05-31 | $83,929 |
| Net income (gross income less expenses) | 2017-05-31 | $134,138 |
| Net plan assets at end of year (total assets less liabilities) | 2017-05-31 | $1,090,646 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-05-31 | $956,508 |
| Total contributions received or receivable from employer(s) | 2017-05-31 | $53,826 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-05-31 | $3,569 |
| 2016 : A & D SHEET METAL, INC RETIREMENT PROFIT SHARING PLAN 2016 401k financial data |
|---|
| Total income from all sources | 2016-05-31 | $-45,700 |
| Expenses. Total of all expenses incurred | 2016-05-31 | $378,282 |
| Benefits paid (including direct rollovers) | 2016-05-31 | $372,326 |
| Total plan assets at end of year | 2016-05-31 | $956,508 |
| Total plan assets at beginning of year | 2016-05-31 | $1,380,490 |
| Other income received | 2016-05-31 | $-45,700 |
| Net income (gross income less expenses) | 2016-05-31 | $-423,982 |
| Net plan assets at end of year (total assets less liabilities) | 2016-05-31 | $956,508 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-05-31 | $1,380,490 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-05-31 | $5,956 |
| 2015 : A & D SHEET METAL, INC RETIREMENT PROFIT SHARING PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-05-31 | $111,646 |
| Expenses. Total of all expenses incurred | 2015-05-31 | $1,050 |
| Total plan assets at end of year | 2015-05-31 | $1,380,490 |
| Total plan assets at beginning of year | 2015-05-31 | $1,269,894 |
| Other income received | 2015-05-31 | $51,646 |
| Net income (gross income less expenses) | 2015-05-31 | $110,596 |
| Net plan assets at end of year (total assets less liabilities) | 2015-05-31 | $1,380,490 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-05-31 | $1,269,894 |
| Total contributions received or receivable from employer(s) | 2015-05-31 | $60,000 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-05-31 | $1,050 |
| 2014 : A & D SHEET METAL, INC RETIREMENT PROFIT SHARING PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-05-31 | $134,777 |
| Total plan assets at end of year | 2014-05-31 | $1,269,894 |
| Total plan assets at beginning of year | 2014-05-31 | $1,135,117 |
| Other income received | 2014-05-31 | $94,777 |
| Net income (gross income less expenses) | 2014-05-31 | $134,777 |
| Net plan assets at end of year (total assets less liabilities) | 2014-05-31 | $1,269,894 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-05-31 | $1,135,117 |
| Total contributions received or receivable from employer(s) | 2014-05-31 | $40,000 |
| 2013 : A & D SHEET METAL, INC RETIREMENT PROFIT SHARING PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-05-31 | $151,652 |
| Total plan assets at end of year | 2013-05-31 | $1,135,117 |
| Total plan assets at beginning of year | 2013-05-31 | $983,465 |
| Other income received | 2013-05-31 | $116,652 |
| Net income (gross income less expenses) | 2013-05-31 | $151,652 |
| Net plan assets at end of year (total assets less liabilities) | 2013-05-31 | $1,135,117 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-05-31 | $983,465 |
| Total contributions received or receivable from employer(s) | 2013-05-31 | $35,000 |
| 2012 : A & D SHEET METAL, INC RETIREMENT PROFIT SHARING PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-05-31 | $5,879 |
| Total plan assets at end of year | 2012-05-31 | $983,465 |
| Total plan assets at beginning of year | 2012-05-31 | $977,586 |
| Other income received | 2012-05-31 | $-39,121 |
| Net income (gross income less expenses) | 2012-05-31 | $5,879 |
| Net plan assets at end of year (total assets less liabilities) | 2012-05-31 | $983,465 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-05-31 | $977,586 |
| Total contributions received or receivable from employer(s) | 2012-05-31 | $45,000 |
| 2011 : A & D SHEET METAL, INC RETIREMENT PROFIT SHARING PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-05-31 | $168,807 |
| Expenses. Total of all expenses incurred | 2011-05-31 | $4 |
| Total plan assets at end of year | 2011-05-31 | $977,586 |
| Total plan assets at beginning of year | 2011-05-31 | $808,783 |
| Other income received | 2011-05-31 | $123,807 |
| Net income (gross income less expenses) | 2011-05-31 | $168,803 |
| Net plan assets at end of year (total assets less liabilities) | 2011-05-31 | $977,586 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-05-31 | $808,783 |
| Total contributions received or receivable from employer(s) | 2011-05-31 | $45,000 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-05-31 | $4 |
| 2022: A & D SHEET METAL, INC RETIREMENT PROFIT SHARING PLAN 2022 form 5500 responses |
|---|
| 2022-06-01 | Type of plan entity | Single employer plan |
| 2022-06-01 | Plan funding arrangement – Trust | Yes |
| 2022-06-01 | Plan benefit arrangement - Trust | Yes |
| 2021: A & D SHEET METAL, INC RETIREMENT PROFIT SHARING PLAN 2021 form 5500 responses |
|---|
| 2021-06-01 | Type of plan entity | Single employer plan |
| 2021-06-01 | Plan funding arrangement – Trust | Yes |
| 2021-06-01 | Plan benefit arrangement - Trust | Yes |
| 2020: A & D SHEET METAL, INC RETIREMENT PROFIT SHARING PLAN 2020 form 5500 responses |
|---|
| 2020-06-01 | Type of plan entity | Single employer plan |
| 2020-06-01 | Plan funding arrangement – Trust | Yes |
| 2020-06-01 | Plan benefit arrangement - Trust | Yes |
| 2019: A & D SHEET METAL, INC RETIREMENT PROFIT SHARING PLAN 2019 form 5500 responses |
|---|
| 2019-06-01 | Type of plan entity | Single employer plan |
| 2019-06-01 | Plan funding arrangement – Trust | Yes |
| 2019-06-01 | Plan benefit arrangement - Trust | Yes |
| 2018: A & D SHEET METAL, INC RETIREMENT PROFIT SHARING PLAN 2018 form 5500 responses |
|---|
| 2018-06-01 | Type of plan entity | Single employer plan |
| 2018-06-01 | Plan funding arrangement – Trust | Yes |
| 2018-06-01 | Plan benefit arrangement - Trust | Yes |
| 2017: A & D SHEET METAL, INC RETIREMENT PROFIT SHARING PLAN 2017 form 5500 responses |
|---|
| 2017-06-01 | Type of plan entity | Single employer plan |
| 2017-06-01 | Plan funding arrangement – Trust | Yes |
| 2017-06-01 | Plan benefit arrangement - Trust | Yes |
| 2016: A & D SHEET METAL, INC RETIREMENT PROFIT SHARING PLAN 2016 form 5500 responses |
|---|
| 2016-06-01 | Type of plan entity | Single employer plan |
| 2016-06-01 | Plan funding arrangement – Trust | Yes |
| 2016-06-01 | Plan benefit arrangement - Trust | Yes |
| 2015: A & D SHEET METAL, INC RETIREMENT PROFIT SHARING PLAN 2015 form 5500 responses |
|---|
| 2015-06-01 | Type of plan entity | Single employer plan |
| 2015-06-01 | Plan funding arrangement – Trust | Yes |
| 2015-06-01 | Plan benefit arrangement - Trust | Yes |
| 2014: A & D SHEET METAL, INC RETIREMENT PROFIT SHARING PLAN 2014 form 5500 responses |
|---|
| 2014-06-01 | Type of plan entity | Single employer plan |
| 2014-06-01 | Plan funding arrangement – Trust | Yes |
| 2014-06-01 | Plan benefit arrangement - Trust | Yes |
| 2013: A & D SHEET METAL, INC RETIREMENT PROFIT SHARING PLAN 2013 form 5500 responses |
|---|
| 2013-06-01 | Type of plan entity | Single employer plan |
| 2013-06-01 | Plan funding arrangement – Trust | Yes |
| 2013-06-01 | Plan benefit arrangement - Trust | Yes |
| 2012: A & D SHEET METAL, INC RETIREMENT PROFIT SHARING PLAN 2012 form 5500 responses |
|---|
| 2012-06-01 | Type of plan entity | Single employer plan |
| 2012-06-01 | Plan funding arrangement – Trust | Yes |
| 2012-06-01 | Plan benefit arrangement - Trust | Yes |
| 2011: A & D SHEET METAL, INC RETIREMENT PROFIT SHARING PLAN 2011 form 5500 responses |
|---|
| 2011-06-01 | Type of plan entity | Single employer plan |
| 2011-06-01 | Plan funding arrangement – Trust | Yes |
| 2011-06-01 | Plan benefit arrangement - Trust | Yes |
| 2009: A & D SHEET METAL, INC RETIREMENT PROFIT SHARING PLAN 2009 form 5500 responses |
|---|
| 2009-06-01 | Type of plan entity | Single employer plan |
| 2009-06-01 | This submission is the final filing | No |
| 2009-06-01 | Plan funding arrangement – Trust | Yes |
| 2009-06-01 | Plan benefit arrangement - Trust | Yes |
| RIVERSOURCE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65005 ) |
| Policy contract number | 6078599 |
| Policy instance | 1 |
| Insurance contract or identification number | 6078599 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-12-31 | | 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? | 1 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Insurance broker organization code? | 3 |
|
| RIVERSOURCE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65005 ) |
| Policy contract number | 6078599 |
| Policy instance | 1 |
| Insurance contract or identification number | 6078599 | | Insurance policy start date | 2021-01-01 | | Insurance policy end date | 2021-12-31 | | 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? | 1 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $0 | | Amount paid for insurance broker fees | 0 | | Insurance broker organization code? | 3 |
|
| RIVERSOURCE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65005 ) |
| Policy contract number | 6078599 |
| Policy instance | 1 |
| Insurance contract or identification number | 6078599 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2020-12-31 | | 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? | 1 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $0 | | Amount paid for insurance broker fees | 0 | | Insurance broker organization code? | 3 |
|
| RIVERSOURCE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65005 ) |
| Policy contract number | 6078599 |
| Policy instance | 1 |
| Insurance contract or identification number | 6078599 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 | | 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? | 1 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $0 | | Amount paid for insurance broker fees | 0 | | Insurance broker organization code? | 3 |
|
| RIVERSOURCE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65005 ) |
| Policy contract number | 6078599 |
| Policy instance | 1 |
| Insurance contract or identification number | 6078599 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $11,003 | | Are there contracts with allocated funds for individual policies? | 1 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $0 | | Amount paid for insurance broker fees | 11003 | | Insurance broker organization code? | 3 |
|
| RIVERSOURCE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65005 ) |
| Policy contract number | 6078599 |
| Policy instance | 1 |
| Insurance contract or identification number | 6078599 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $9,967 | | Are there contracts with allocated funds for individual policies? | 1 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $0 | | Amount paid for insurance broker fees | 9967 | | Additional information about fees paid to insurance broker | ACCOUNT MANAGEMENT | | Insurance broker organization code? | 3 | | Insurance broker name | MIKE ALIMI |
|
| RIVERSOURCE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65005 ) |
| Policy contract number | 6078599 |
| Policy instance | 1 |
| Insurance contract or identification number | 6078599 | | Number of Individuals Covered | 3 | | 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 $5,957 | | Are there contracts with allocated funds for individual policies? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 5957 | | Additional information about fees paid to insurance broker | ACCOUNT MANAGMENT | | Insurance broker organization code? | 3 | | Insurance broker name | DEAN AGELOPOULOS |
|
| RIVERSOURCE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65005 ) |
| Policy contract number | 6078599 |
| Policy instance | 1 |
| Insurance contract or identification number | 6078599 | | Number of Individuals Covered | 4 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | Total amount of commissions paid to insurance broker | USD $518 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | Yes | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $518 | | Insurance broker organization code? | 3 | | Insurance broker name | DEAN AGELOPOULOS |
|
