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AMERICAN ASSOCIATION OF NURSE PRACTITIONERS 401(K) PLAN 401k Plan overview

Plan NameAMERICAN ASSOCIATION OF NURSE PRACTITIONERS 401(K) PLAN
Plan identification number 001

AMERICAN ASSOCIATION OF NURSE PRACTITIONERS 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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.

401k Sponsoring company profile

AMERICAN ASSOCIATION OF NURSE has sponsored the creation of one or more 401k plans.

Company Name:AMERICAN ASSOCIATION OF NURSE
Employer identification number (EIN):222547543
NAIC Classification:541990
NAIC Description:All Other Professional, Scientific, and Technical Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan AMERICAN ASSOCIATION OF NURSE PRACTITIONERS 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01SHARON ALLEN2023-06-26
0012021-01-01SHARON ALLEN2022-07-18
0012020-01-01DIANE BOHMAN2021-09-24
0012019-01-01DIANE BOHMAN2020-07-21
0012018-01-01DIANE BOHMAN2019-06-10
0012017-01-01DIANE BOHMAN2018-10-10
0012016-01-01DIANE BOHMAN2017-10-10
0012015-01-01DIANE BOHMAN2016-07-20
0012014-01-01DIANE BOHMAN DIANE BOHMAN2015-07-10
0012013-01-01DIANE BOHMAN
0012012-01-01DIANE BOHMAN
0012011-01-01DIANE BOHMAN
0012010-01-01DIANE BOHMAN DIANE BOHMAN2011-07-25
0012009-01-01DIANE BOHMAN DIANE BOHMAN2010-10-15

Plan Statistics for AMERICAN ASSOCIATION OF NURSE PRACTITIONERS 401(K) PLAN

401k plan membership statisitcs for AMERICAN ASSOCIATION OF NURSE PRACTITIONERS 401(K) PLAN

Measure Date Value
2014: AMERICAN ASSOCIATION OF NURSE PRACTITIONERS 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0147
Total number of active participants reported on line 7a of the Form 55002014-01-0147
Number of retired or separated participants receiving benefits2014-01-014
Number of other retired or separated participants entitled to future benefits2014-01-012
Total of all active and inactive participants2014-01-0153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0153
Number of participants with account balances2014-01-0146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: AMERICAN ASSOCIATION OF NURSE PRACTITIONERS 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0140
Total number of active participants reported on line 7a of the Form 55002013-01-0140
Number of retired or separated participants receiving benefits2013-01-013
Number of other retired or separated participants entitled to future benefits2013-01-017
Total of all active and inactive participants2013-01-0150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0150
Number of participants with account balances2013-01-0145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-011
2012: AMERICAN ASSOCIATION OF NURSE PRACTITIONERS 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0161
Total number of active participants reported on line 7a of the Form 55002012-01-0133
Number of retired or separated participants receiving benefits2012-01-012
Number of other retired or separated participants entitled to future benefits2012-01-0117
Total of all active and inactive participants2012-01-0152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0152
Number of participants with account balances2012-01-0135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-011
2011: AMERICAN ASSOCIATION OF NURSE PRACTITIONERS 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0144
Total number of active participants reported on line 7a of the Form 55002011-01-0149
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-0149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0149
Number of participants with account balances2011-01-0145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: AMERICAN ASSOCIATION OF NURSE PRACTITIONERS 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0149
Total number of active participants reported on line 7a of the Form 55002010-01-0145
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-010
Total of all active and inactive participants2010-01-0145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-0145
Number of participants with account balances2010-01-0145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: AMERICAN ASSOCIATION OF NURSE PRACTITIONERS 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0147
Total number of active participants reported on line 7a of the Form 55002009-01-0141
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-012
Total of all active and inactive participants2009-01-0143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-0144
Number of participants with account balances2009-01-0139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on AMERICAN ASSOCIATION OF NURSE PRACTITIONERS 401(K) PLAN

Measure Date Value
2014 : AMERICAN ASSOCIATION OF NURSE PRACTITIONERS 401(K) PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$5
Total income from all sources2014-12-31$1,029,376
Expenses. Total of all expenses incurred2014-12-31$53,656
Benefits paid (including direct rollovers)2014-12-31$53,397
Total plan assets at end of year2014-12-31$3,583,084
Total plan assets at beginning of year2014-12-31$2,607,359
Value of fidelity bond covering the plan2014-12-31$300,000
Total contributions received or receivable from participants2014-12-31$300,350
Expenses. Other expenses not covered elsewhere2014-12-31$259
Contributions received from other sources (not participants or employers)2014-12-31$415,186
Other income received2014-12-31$188,632
Net income (gross income less expenses)2014-12-31$975,720
Net plan assets at end of year (total assets less liabilities)2014-12-31$3,583,084
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$2,607,359
Assets. Value of participant loans2014-12-31$79,917
Total contributions received or receivable from employer(s)2014-12-31$125,208
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Funding deficiency by the employer to the plan for this plan year2014-12-31$0
Minimum employer required contribution for this plan year2014-12-31$0
Amount contributed by the employer to the plan for this plan year2014-12-31$0
2013 : AMERICAN ASSOCIATION OF NURSE PRACTITIONERS 401(K) PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total income from all sources2013-12-31$714,096
Expenses. Total of all expenses incurred2013-12-31$492,824
Benefits paid (including direct rollovers)2013-12-31$492,148
Total plan assets at end of year2013-12-31$2,607,359
Total plan assets at beginning of year2013-12-31$2,386,087
Value of fidelity bond covering the plan2013-12-31$300,000
Total contributions received or receivable from participants2013-12-31$243,860
Expenses. Other expenses not covered elsewhere2013-12-31$676
Contributions received from other sources (not participants or employers)2013-12-31$33,331
Other income received2013-12-31$337,408
Net income (gross income less expenses)2013-12-31$221,272
Net plan assets at end of year (total assets less liabilities)2013-12-31$2,607,359
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$2,386,087
Assets. Value of participant loans2013-12-31$86,411
Total contributions received or receivable from employer(s)2013-12-31$99,497
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Funding deficiency by the employer to the plan for this plan year2013-12-31$0
Minimum employer required contribution for this plan year2013-12-31$0
Amount contributed by the employer to the plan for this plan year2013-12-31$0
2012 : AMERICAN ASSOCIATION OF NURSE PRACTITIONERS 401(K) PLAN 2012 401k financial data
Transfers to/from the plan2012-12-31$229
Total income from all sources2012-12-31$591,438
Expenses. Total of all expenses incurred2012-12-31$381,733
Benefits paid (including direct rollovers)2012-12-31$381,137
Total plan assets at end of year2012-12-31$2,386,087
Total plan assets at beginning of year2012-12-31$2,176,153
Value of fidelity bond covering the plan2012-12-31$300,000
Total contributions received or receivable from participants2012-12-31$278,450
Expenses. Other expenses not covered elsewhere2012-12-31$596
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$217,807
Net income (gross income less expenses)2012-12-31$209,705
Net plan assets at end of year (total assets less liabilities)2012-12-31$2,386,087
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$2,176,153
Assets. Value of participant loans2012-12-31$26,785
Total contributions received or receivable from employer(s)2012-12-31$95,181
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
Funding deficiency by the employer to the plan for this plan year2012-12-31$0
Minimum employer required contribution for this plan year2012-12-31$0
Amount contributed by the employer to the plan for this plan year2012-12-31$0
2011 : AMERICAN ASSOCIATION OF NURSE PRACTITIONERS 401(K) PLAN 2011 401k financial data
Transfers to/from the plan2011-12-31$96
Total income from all sources2011-12-31$396,374
Expenses. Total of all expenses incurred2011-12-31$49,910
Benefits paid (including direct rollovers)2011-12-31$49,414
Total plan assets at end of year2011-12-31$2,176,153
Total plan assets at beginning of year2011-12-31$1,829,593
Value of fidelity bond covering the plan2011-12-31$300,000
Total contributions received or receivable from participants2011-12-31$254,983
Expenses. Other expenses not covered elsewhere2011-12-31$496
Contributions received from other sources (not participants or employers)2011-12-31$39,514
Other income received2011-12-31$292
Net income (gross income less expenses)2011-12-31$346,464
Net plan assets at end of year (total assets less liabilities)2011-12-31$2,176,153
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,829,593
Assets. Value of participant loans2011-12-31$17,958
Total contributions received or receivable from employer(s)2011-12-31$101,585
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Funding deficiency by the employer to the plan for this plan year2011-12-31$0
Minimum employer required contribution for this plan year2011-12-31$0
Amount contributed by the employer to the plan for this plan year2011-12-31$0
2010 : AMERICAN ASSOCIATION OF NURSE PRACTITIONERS 401(K) PLAN 2010 401k financial data
Transfers to/from the plan2010-12-31$0
Total income from all sources2010-12-31$508,752
Expenses. Total of all expenses incurred2010-12-31$406,051
Benefits paid (including direct rollovers)2010-12-31$405,745
Total plan assets at end of year2010-12-31$1,829,593
Total plan assets at beginning of year2010-12-31$1,726,892
Value of fidelity bond covering the plan2010-12-31$300,000
Total contributions received or receivable from participants2010-12-31$237,432
Expenses. Other expenses not covered elsewhere2010-12-31$306
Contributions received from other sources (not participants or employers)2010-12-31$490
Other income received2010-12-31$178,283
Net income (gross income less expenses)2010-12-31$102,701
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,829,593
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,726,892
Assets. Value of participant loans2010-12-31$14,015
Total contributions received or receivable from employer(s)2010-12-31$92,547
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Funding deficiency by the employer to the plan for this plan year2010-12-31$0
Minimum employer required contribution for this plan year2010-12-31$0
Amount contributed by the employer to the plan for this plan year2010-12-31$0
2009 : AMERICAN ASSOCIATION OF NURSE PRACTITIONERS 401(K) PLAN 2009 401k financial data
Funding deficiency by the employer to the plan for this plan year2009-12-31$0
Minimum employer required contribution for this plan year2009-12-31$0
Amount contributed by the employer to the plan for this plan year2009-12-31$0

Form 5500 Responses for AMERICAN ASSOCIATION OF NURSE PRACTITIONERS 401(K) PLAN

2014: AMERICAN ASSOCIATION OF NURSE PRACTITIONERS 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2013: AMERICAN ASSOCIATION OF NURSE PRACTITIONERS 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2012: AMERICAN ASSOCIATION OF NURSE PRACTITIONERS 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2011: AMERICAN ASSOCIATION OF NURSE PRACTITIONERS 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2010: AMERICAN ASSOCIATION OF NURSE PRACTITIONERS 401(K) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2009: AMERICAN ASSOCIATION OF NURSE PRACTITIONERS 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-821660
Policy instance 1
Insurance contract or identification numberGA-821660
Number of Individuals Covered46
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $9,356
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?Yes
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
Commission paid to Insurance BrokerUSD $9,356
Insurance broker organization code?3
Insurance broker nameLPL FINANCIAL CORPORATION
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-821660
Policy instance 1
Insurance contract or identification numberGA-821660
Number of Individuals Covered45
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $8,357
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?Yes
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
Commission paid to Insurance BrokerUSD $8,357
Insurance broker organization code?3
Insurance broker nameJHW FINANCIAL SERVICES INC
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-821660
Policy instance 1
Insurance contract or identification numberGA-821660
Number of Individuals Covered35
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $7,911
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?Yes
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
Commission paid to Insurance BrokerUSD $5,858
Insurance broker organization code?3
Insurance broker nameJHW FINANCIAL SERVICES INC
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-821660
Policy instance 1
Insurance contract or identification numberGA-821660
Number of Individuals Covered45
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $6,722
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?Yes
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
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-821660
Policy instance 1
Insurance contract or identification numberGA-821660
Number of Individuals Covered45
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $6,784
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?Yes
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
Commission paid to Insurance BrokerUSD $5,405
Insurance broker organization code?3
Insurance broker nameRAYMOND JAMES PLANNING

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