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THE WILLIAM R. HOGG COMPANY, INC. 401(K) PLAN 401k Plan overview

Plan NameTHE WILLIAM R. HOGG COMPANY, INC. 401(K) PLAN
Plan identification number 001

THE WILLIAM R. HOGG COMPANY, INC. 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

THE WILLIAM R. HOGG COMPANY, INC. has sponsored the creation of one or more 401k plans.

Company Name:THE WILLIAM R. HOGG COMPANY, INC.
Employer identification number (EIN):210477240
NAIC Classification:238220
NAIC Description:Plumbing, Heating, and Air-Conditioning Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE WILLIAM R. HOGG COMPANY, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012017-01-01RAND DANIELSON2018-01-31
0012016-01-01RAND DANIELSON2017-06-16
0012015-01-01RAND DANIELSON2016-04-28
0012014-01-01RAND DANIELSON2015-06-29
0012013-01-01RAND DANIELSON2014-04-28
0012012-01-01RAND DANIELSON2013-03-08
0012011-01-01RAND DANIELSON2012-10-04
0012010-01-01RAND DANIELSON2012-10-04
0012008-01-01RAND DANIELSON
0012007-01-01RAND DANIELSON
0012006-01-01RAND DANIELSON
0012005-01-01RAND DANIELSON
0012004-01-01RAND DANIELSON
0012003-01-01RAND DANIELSON
0012001-01-01RAND DANIELSON

Plan Statistics for THE WILLIAM R. HOGG COMPANY, INC. 401(K) PLAN

401k plan membership statisitcs for THE WILLIAM R. HOGG COMPANY, INC. 401(K) PLAN

Measure Date Value
2008: THE WILLIAM R. HOGG COMPANY, INC. 401(K) PLAN 2008 401k membership
Total participants, beginning-of-year2008-01-018
Total number of active participants reported on line 7a of the Form 55002008-01-016
Number of retired or separated participants receiving benefits2008-01-010
Number of other retired or separated participants entitled to future benefits2008-01-011
Total of all active and inactive participants2008-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2008-01-010
Total participants2008-01-017
Number of participants with account balances2008-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2008-01-010
2007: THE WILLIAM R. HOGG COMPANY, INC. 401(K) PLAN 2007 401k membership
Total participants, beginning-of-year2007-01-018
Total number of active participants reported on line 7a of the Form 55002007-01-017
Number of retired or separated participants receiving benefits2007-01-010
Number of other retired or separated participants entitled to future benefits2007-01-011
Total of all active and inactive participants2007-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2007-01-010
Total participants2007-01-018
Number of participants with account balances2007-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2007-01-010
2006: THE WILLIAM R. HOGG COMPANY, INC. 401(K) PLAN 2006 401k membership
Total participants, beginning-of-year2006-01-019
Total number of active participants reported on line 7a of the Form 55002006-01-017
Number of retired or separated participants receiving benefits2006-01-010
Number of other retired or separated participants entitled to future benefits2006-01-011
Total of all active and inactive participants2006-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2006-01-010
Total participants2006-01-018
Number of participants with account balances2006-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2006-01-010
2005: THE WILLIAM R. HOGG COMPANY, INC. 401(K) PLAN 2005 401k membership
Total participants, beginning-of-year2005-01-019
Total number of active participants reported on line 7a of the Form 55002005-01-017
Number of retired or separated participants receiving benefits2005-01-010
Number of other retired or separated participants entitled to future benefits2005-01-012
Total of all active and inactive participants2005-01-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2005-01-010
Total participants2005-01-019
Number of participants with account balances2005-01-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2005-01-010
2004: THE WILLIAM R. HOGG COMPANY, INC. 401(K) PLAN 2004 401k membership
Total participants, beginning-of-year2004-01-019
Total number of active participants reported on line 7a of the Form 55002004-01-017
Number of retired or separated participants receiving benefits2004-01-010
Number of other retired or separated participants entitled to future benefits2004-01-012
Total of all active and inactive participants2004-01-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2004-01-010
Total participants2004-01-019
Number of participants with account balances2004-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2004-01-010
2003: THE WILLIAM R. HOGG COMPANY, INC. 401(K) PLAN 2003 401k membership
Total participants, beginning-of-year2003-01-019
Total number of active participants reported on line 7a of the Form 55002003-01-017
Number of retired or separated participants receiving benefits2003-01-010
Number of other retired or separated participants entitled to future benefits2003-01-012
Total of all active and inactive participants2003-01-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2003-01-010
Total participants2003-01-019
Number of participants with account balances2003-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2003-01-010
2001: THE WILLIAM R. HOGG COMPANY, INC. 401(K) PLAN 2001 401k membership
Total participants, beginning-of-year2001-01-019
Total number of active participants reported on line 7a of the Form 55002001-01-017
Number of retired or separated participants receiving benefits2001-01-010
Number of other retired or separated participants entitled to future benefits2001-01-012
Total of all active and inactive participants2001-01-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2001-01-010
Total participants2001-01-019
Number of participants with account balances2001-01-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2001-01-010

Financial Data on THE WILLIAM R. HOGG COMPANY, INC. 401(K) PLAN

Measure Date Value
2008 : THE WILLIAM R. HOGG COMPANY, INC. 401(K) PLAN 2008 401k financial data
Total income from all sources2008-12-31$-22,565
Expenses. Total of all expenses incurred2008-12-31$23,523
Benefits paid (including direct rollovers)2008-12-31$22,333
Total plan assets at end of year2008-12-31$63,748
Total plan assets at beginning of year2008-12-31$109,836
Total contributions received or receivable from participants2008-12-31$11,008
Expenses. Other expenses not covered elsewhere2008-12-31$0
Contributions received from other sources (not participants or employers)2008-12-31$0
Other income received2008-12-31$-33,573
Noncash contributions received2008-12-31$0
Net income (gross income less expenses)2008-12-31$-46,088
Net plan assets at end of year (total assets less liabilities)2008-12-31$63,748
Net plan assets at beginning of year (total assets less liabilities)2008-12-31$109,836
Total contributions received or receivable from employer(s)2008-12-31$0
Value of certain deemed distributions of participant loans2008-12-31$0
Value of corrective distributions2008-12-31$1,190
Expenses. Administrative service providers (salaries,fees and commissions)2008-12-31$0
2007 : THE WILLIAM R. HOGG COMPANY, INC. 401(K) PLAN 2007 401k financial data
Transfers to/from the plan2007-12-31$0
Total income from all sources2007-12-31$18,166
Expenses. Total of all expenses incurred2007-12-31$857
Benefits paid (including direct rollovers)2007-12-31$0
Total plan assets at end of year2007-12-31$109,836
Total plan assets at beginning of year2007-12-31$92,527
Total contributions received or receivable from participants2007-12-31$13,226
Expenses. Other expenses not covered elsewhere2007-12-31$0
Contributions received from other sources (not participants or employers)2007-12-31$0
Other income received2007-12-31$4,940
Noncash contributions received2007-12-31$0
Net income (gross income less expenses)2007-12-31$17,309
Net plan assets at end of year (total assets less liabilities)2007-12-31$109,836
Net plan assets at beginning of year (total assets less liabilities)2007-12-31$92,527
Total contributions received or receivable from employer(s)2007-12-31$0
Value of certain deemed distributions of participant loans2007-12-31$0
Value of corrective distributions2007-12-31$857
Expenses. Administrative service providers (salaries,fees and commissions)2007-12-31$0
2006 : THE WILLIAM R. HOGG COMPANY, INC. 401(K) PLAN 2006 401k financial data
Transfers to/from the plan2006-12-31$0
Total income from all sources2006-12-31$19,537
Expenses. Total of all expenses incurred2006-12-31$82
Benefits paid (including direct rollovers)2006-12-31$82
Total plan assets at end of year2006-12-31$92,527
Total plan assets at beginning of year2006-12-31$73,072
Total contributions received or receivable from participants2006-12-31$12,590
Expenses. Other expenses not covered elsewhere2006-12-31$0
Contributions received from other sources (not participants or employers)2006-12-31$0
Other income received2006-12-31$6,947
Noncash contributions received2006-12-31$0
Net income (gross income less expenses)2006-12-31$19,455
Net plan assets at end of year (total assets less liabilities)2006-12-31$92,527
Net plan assets at beginning of year (total assets less liabilities)2006-12-31$73,072
Total contributions received or receivable from employer(s)2006-12-31$0
Value of certain deemed distributions of participant loans2006-12-31$0
Value of corrective distributions2006-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2006-12-31$0
2005 : THE WILLIAM R. HOGG COMPANY, INC. 401(K) PLAN 2005 401k financial data
Transfers to/from the plan2005-12-31$0
Total income from all sources2005-12-31$17,585
Expenses. Total of all expenses incurred2005-12-31$0
Benefits paid (including direct rollovers)2005-12-31$0
Total plan assets at end of year2005-12-31$73,072
Total plan assets at beginning of year2005-12-31$55,487
Total contributions received or receivable from participants2005-12-31$14,390
Expenses. Other expenses not covered elsewhere2005-12-31$0
Contributions received from other sources (not participants or employers)2005-12-31$0
Other income received2005-12-31$3,195
Noncash contributions received2005-12-31$0
Net income (gross income less expenses)2005-12-31$17,585
Net plan assets at end of year (total assets less liabilities)2005-12-31$73,072
Net plan assets at beginning of year (total assets less liabilities)2005-12-31$55,487
Total contributions received or receivable from employer(s)2005-12-31$0
Value of certain deemed distributions of participant loans2005-12-31$0
Value of corrective distributions2005-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2005-12-31$0
2004 : THE WILLIAM R. HOGG COMPANY, INC. 401(K) PLAN 2004 401k financial data
Transfers to/from the plan2004-12-31$0
Total income from all sources2004-12-31$15,541
Expenses. Total of all expenses incurred2004-12-31$0
Benefits paid (including direct rollovers)2004-12-31$0
Total plan assets at end of year2004-12-31$55,487
Total plan assets at beginning of year2004-12-31$39,946
Total contributions received or receivable from participants2004-12-31$12,424
Expenses. Other expenses not covered elsewhere2004-12-31$0
Contributions received from other sources (not participants or employers)2004-12-31$0
Other income received2004-12-31$3,117
Noncash contributions received2004-12-31$0
Net income (gross income less expenses)2004-12-31$15,541
Net plan assets at end of year (total assets less liabilities)2004-12-31$55,487
Net plan assets at beginning of year (total assets less liabilities)2004-12-31$39,946
Total contributions received or receivable from employer(s)2004-12-31$0
Value of certain deemed distributions of participant loans2004-12-31$0
Value of corrective distributions2004-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2004-12-31$0
2003 : THE WILLIAM R. HOGG COMPANY, INC. 401(K) PLAN 2003 401k financial data
Total income from all sources2003-12-31$17,206
Expenses. Total of all expenses incurred2003-12-31$0
Benefits paid (including direct rollovers)2003-12-31$0
Total plan assets at end of year2003-12-31$39,946
Total plan assets at beginning of year2003-12-31$22,740
Total contributions received or receivable from participants2003-12-31$10,560
Expenses. Other expenses not covered elsewhere2003-12-31$0
Contributions received from other sources (not participants or employers)2003-12-31$0
Other income received2003-12-31$6,646
Noncash contributions received2003-12-31$0
Net income (gross income less expenses)2003-12-31$17,206
Net plan assets at end of year (total assets less liabilities)2003-12-31$39,946
Net plan assets at beginning of year (total assets less liabilities)2003-12-31$22,740
Total contributions received or receivable from employer(s)2003-12-31$0
Value of certain deemed distributions of participant loans2003-12-31$0
Value of corrective distributions2003-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2003-12-31$0
2001 : THE WILLIAM R. HOGG COMPANY, INC. 401(K) PLAN 2001 401k financial data
Total income from all sources2001-12-31$11,451
Expenses. Total of all expenses incurred2001-12-31$0
Total plan assets at end of year2001-12-31$11,451
Total plan assets at beginning of year2001-12-31$0
Total contributions received or receivable from participants2001-12-31$11,594
Expenses. Other expenses not covered elsewhere2001-12-31$1,250
Other income received2001-12-31$-143
Net income (gross income less expenses)2001-12-31$11,451
Net plan assets at end of year (total assets less liabilities)2001-12-31$11,451
Net plan assets at beginning of year (total assets less liabilities)2001-12-31$0
Total contributions received or receivable from employer(s)2001-12-31$0

Form 5500 Responses for THE WILLIAM R. HOGG COMPANY, INC. 401(K) PLAN

2008: THE WILLIAM R. HOGG COMPANY, INC. 401(K) PLAN 2008 form 5500 responses
2008-01-01Type of plan entitySingle employer plan
2008-01-01Submission has been amendedNo
2008-01-01This submission is the final filingNo
2008-01-01This return/report is a short plan year return/report (less than 12 months)No
2008-01-01Plan is a collectively bargained planNo
2008-01-01Plan funding arrangement – InsuranceYes
2008-01-01Plan funding arrangement – TrustYes
2008-01-01Plan benefit arrangement – InsuranceYes
2008-01-01Plan benefit arrangement - TrustYes
2007: THE WILLIAM R. HOGG COMPANY, INC. 401(K) PLAN 2007 form 5500 responses
2007-01-01Type of plan entitySingle employer plan
2007-01-01Submission has been amendedNo
2007-01-01This submission is the final filingNo
2007-01-01This return/report is a short plan year return/report (less than 12 months)No
2007-01-01Plan is a collectively bargained planNo
2007-01-01Plan funding arrangement – InsuranceYes
2007-01-01Plan funding arrangement – TrustYes
2007-01-01Plan benefit arrangement – InsuranceYes
2007-01-01Plan benefit arrangement - TrustYes
2006: THE WILLIAM R. HOGG COMPANY, INC. 401(K) PLAN 2006 form 5500 responses
2006-01-01Type of plan entitySingle employer plan
2006-01-01Submission has been amendedNo
2006-01-01This submission is the final filingNo
2006-01-01This return/report is a short plan year return/report (less than 12 months)No
2006-01-01Plan is a collectively bargained planNo
2006-01-01Plan funding arrangement – InsuranceYes
2006-01-01Plan funding arrangement – TrustYes
2006-01-01Plan benefit arrangement – InsuranceYes
2006-01-01Plan benefit arrangement - TrustYes
2005: THE WILLIAM R. HOGG COMPANY, INC. 401(K) PLAN 2005 form 5500 responses
2005-01-01Type of plan entitySingle employer plan
2005-01-01Submission has been amendedNo
2005-01-01This submission is the final filingNo
2005-01-01This return/report is a short plan year return/report (less than 12 months)No
2005-01-01Plan is a collectively bargained planNo
2005-01-01Plan funding arrangement – InsuranceYes
2005-01-01Plan funding arrangement – TrustYes
2005-01-01Plan benefit arrangement – InsuranceYes
2005-01-01Plan benefit arrangement - TrustYes
2004: THE WILLIAM R. HOGG COMPANY, INC. 401(K) PLAN 2004 form 5500 responses
2004-01-01Type of plan entitySingle employer plan
2004-01-01Submission has been amendedYes
2004-01-01This submission is the final filingNo
2004-01-01This return/report is a short plan year return/report (less than 12 months)No
2004-01-01Plan is a collectively bargained planNo
2004-01-01Plan funding arrangement – InsuranceYes
2004-01-01Plan funding arrangement – TrustYes
2004-01-01Plan benefit arrangement – InsuranceYes
2004-01-01Plan benefit arrangement - TrustYes
2003: THE WILLIAM R. HOGG COMPANY, INC. 401(K) PLAN 2003 form 5500 responses
2003-01-01Type of plan entitySingle employer plan
2003-01-01Submission has been amendedNo
2003-01-01This submission is the final filingNo
2003-01-01This return/report is a short plan year return/report (less than 12 months)No
2003-01-01Plan is a collectively bargained planNo
2003-01-01Plan funding arrangement – InsuranceYes
2003-01-01Plan funding arrangement – TrustYes
2003-01-01Plan benefit arrangement – InsuranceYes
2003-01-01Plan benefit arrangement - TrustYes
2001: THE WILLIAM R. HOGG COMPANY, INC. 401(K) PLAN 2001 form 5500 responses
2001-01-01Type of plan entitySingle employer plan
2001-01-01First time form 5500 has been submittedYes
2001-01-01Submission has been amendedNo
2001-01-01This submission is the final filingNo
2001-01-01This return/report is a short plan year return/report (less than 12 months)No
2001-01-01Plan is a collectively bargained planNo
2001-01-01Plan funding arrangement – InsuranceYes
2001-01-01Plan funding arrangement – TrustYes
2001-01-01Plan benefit arrangement – InsuranceYes
2001-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number933201
Policy instance 1
Insurance contract or identification number933201
Number of Individuals Covered7
Insurance policy start date2008-01-01
Insurance policy end date2008-12-31
Total amount of commissions paid to insurance brokerUSD $220
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number933201
Policy instance 1
Insurance contract or identification number933201
Number of Individuals Covered8
Insurance policy start date2007-01-01
Insurance policy end date2007-12-31
Total amount of commissions paid to insurance brokerUSD $245
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number933201
Policy instance 1
Insurance contract or identification number933201
Number of Individuals Covered8
Insurance policy start date2006-01-01
Insurance policy end date2006-12-31
Total amount of commissions paid to insurance brokerUSD $196
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number933201
Policy instance 1
Insurance contract or identification number933201
Number of Individuals Covered9
Insurance policy start date2005-01-01
Insurance policy end date2005-12-31
Total amount of commissions paid to insurance brokerUSD $161
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number933201
Policy instance 1
Insurance contract or identification number933201
Number of Individuals Covered9
Insurance policy start date2004-01-01
Insurance policy end date2004-12-31
Total amount of commissions paid to insurance brokerUSD $145
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number933201
Policy instance 1
Insurance contract or identification number933201
Number of Individuals Covered9
Insurance policy start date2003-01-01
Insurance policy end date2003-12-31
Total amount of commissions paid to insurance brokerUSD $71
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number933201
Policy instance 1
Insurance contract or identification number933201
Number of Individuals Covered9
Insurance policy start date2002-01-01
Insurance policy end date2002-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No

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