MERIDIAN PROPERTY SERVICES, INC. has sponsored the creation of one or more 401k plans.
Additional information about MERIDIAN PROPERTY SERVICES, INC.
| Measure | Date | Value |
|---|
| 2016: THE MPS 401(K) PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 117 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 50 |
| Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 5 |
| Total of all active and inactive participants | 2016-01-01 | 55 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
| Total participants | 2016-01-01 | 55 |
| Number of participants with account balances | 2016-01-01 | 34 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
| 2015: THE MPS 401(K) PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 89 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 97 |
| 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 | 5 |
| Total of all active and inactive participants | 2015-01-01 | 102 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
| Total participants | 2015-01-01 | 102 |
| Number of participants with account balances | 2015-01-01 | 32 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
| 2014: THE MPS 401(K) PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 108 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 72 |
| 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 | 4 |
| Total of all active and inactive participants | 2014-01-01 | 76 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
| Total participants | 2014-01-01 | 76 |
| Number of participants with account balances | 2014-01-01 | 33 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
| 2013: THE MPS 401(K) PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 116 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 96 |
| 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 | 2 |
| Total of all active and inactive participants | 2013-01-01 | 98 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
| Total participants | 2013-01-01 | 98 |
| Number of participants with account balances | 2013-01-01 | 33 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
| 2012: THE MPS 401(K) PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 84 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 99 |
| 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 | 1 |
| Total of all active and inactive participants | 2012-01-01 | 100 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
| Total participants | 2012-01-01 | 100 |
| Number of participants with account balances | 2012-01-01 | 31 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
| 2011: THE MPS 401(K) PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 69 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 67 |
| 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 | 2 |
| Total of all active and inactive participants | 2011-01-01 | 69 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
| Total participants | 2011-01-01 | 69 |
| Number of participants with account balances | 2011-01-01 | 33 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2016 : THE MPS 401(K) PLAN 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $554,316 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $22,856 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $22,036 |
| Total plan assets at end of year | 2016-12-31 | $3,471,885 |
| Total plan assets at beginning of year | 2016-12-31 | $2,940,425 |
| Value of fidelity bond covering the plan | 2016-12-31 | $300,000 |
| Total contributions received or receivable from participants | 2016-12-31 | $165,158 |
| Other income received | 2016-12-31 | $326,320 |
| Net income (gross income less expenses) | 2016-12-31 | $531,460 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $3,471,885 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $2,940,425 |
| Assets. Value of participant loans | 2016-12-31 | $37,987 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $62,838 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $820 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
| 2015 : THE MPS 401(K) PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $258,252 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $26,858 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $25,773 |
| Total plan assets at end of year | 2015-12-31 | $2,940,425 |
| Total plan assets at beginning of year | 2015-12-31 | $2,709,031 |
| Value of fidelity bond covering the plan | 2015-12-31 | $250,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $155,721 |
| Other income received | 2015-12-31 | $39,641 |
| Net income (gross income less expenses) | 2015-12-31 | $231,394 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $2,940,425 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $2,709,031 |
| Assets. Value of participant loans | 2015-12-31 | $51,629 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $62,890 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $1,085 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
| 2014 : THE MPS 401(K) PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $454,854 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $76,421 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $75,490 |
| Total plan assets at end of year | 2014-12-31 | $2,709,031 |
| Total plan assets at beginning of year | 2014-12-31 | $2,330,598 |
| Value of fidelity bond covering the plan | 2014-12-31 | $250,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $157,177 |
| Contributions received from other sources (not participants or employers) | 2014-12-31 | $31,260 |
| Other income received | 2014-12-31 | $203,512 |
| Net income (gross income less expenses) | 2014-12-31 | $378,433 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $2,709,031 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $2,330,598 |
| Assets. Value of participant loans | 2014-12-31 | $76,117 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $62,905 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $931 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
| 2013 : THE MPS 401(K) PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $452,051 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $32,650 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $31,940 |
| Total plan assets at end of year | 2013-12-31 | $2,330,598 |
| Total plan assets at beginning of year | 2013-12-31 | $1,911,197 |
| Value of fidelity bond covering the plan | 2013-12-31 | $250,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $139,687 |
| Other income received | 2013-12-31 | $259,753 |
| Net income (gross income less expenses) | 2013-12-31 | $419,401 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $2,330,598 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $1,911,197 |
| Assets. Value of participant loans | 2013-12-31 | $82,530 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $52,611 |
| Value of certain deemed distributions of participant loans | 2013-12-31 | $710 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
| 2012 : THE MPS 401(K) PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $408,908 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $181,471 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $180,750 |
| Total plan assets at end of year | 2012-12-31 | $1,911,197 |
| Total plan assets at beginning of year | 2012-12-31 | $1,683,760 |
| Value of fidelity bond covering the plan | 2012-12-31 | $160,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $149,724 |
| Other income received | 2012-12-31 | $208,080 |
| Net income (gross income less expenses) | 2012-12-31 | $227,437 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $1,911,197 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $1,683,760 |
| Assets. Value of participant loans | 2012-12-31 | $68,683 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $51,104 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $721 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
| 2011 : THE MPS 401(K) PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $172,580 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $44,074 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $43,518 |
| Total plan assets at end of year | 2011-12-31 | $1,683,760 |
| Total plan assets at beginning of year | 2011-12-31 | $1,555,254 |
| Value of fidelity bond covering the plan | 2011-12-31 | $120,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $145,702 |
| Contributions received from other sources (not participants or employers) | 2011-12-31 | $27,943 |
| Other income received | 2011-12-31 | $-47,189 |
| Net income (gross income less expenses) | 2011-12-31 | $128,506 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $1,683,760 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $1,555,254 |
| Assets. Value of participant loans | 2011-12-31 | $98,125 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $46,124 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $556 |
| 2010 : THE MPS 401(K) PLAN 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $305,888 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $30,424 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $30,008 |
| Total plan assets at end of year | 2010-12-31 | $1,555,254 |
| Total plan assets at beginning of year | 2010-12-31 | $1,279,790 |
| Value of fidelity bond covering the plan | 2010-12-31 | $120,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $124,517 |
| Other income received | 2010-12-31 | $134,106 |
| Net income (gross income less expenses) | 2010-12-31 | $275,464 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $1,555,254 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $1,279,790 |
| Assets. Value of participant loans | 2010-12-31 | $47,085 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $47,265 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $416 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
| 2016: THE MPS 401(K) PLAN 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Submission has been amended | No |
| 2016-01-01 | This submission is the final filing | No |
| 2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-01-01 | Plan is a collectively bargained plan | No |
| 2016-01-01 | Plan funding arrangement – Insurance | Yes |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: THE MPS 401(K) PLAN 2015 form 5500 responses |
|---|
| 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 MPS 401(K) PLAN 2014 form 5500 responses |
|---|
| 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 MPS 401(K) PLAN 2013 form 5500 responses |
|---|
| 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 MPS 401(K) PLAN 2012 form 5500 responses |
|---|
| 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 MPS 401(K) PLAN 2011 form 5500 responses |
|---|
| 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 |
| GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 ) |
| Policy contract number | 941638-01 |
| Policy instance | 1 |
| Insurance contract or identification number | 941638-01 | | Number of Individuals Covered | 32 | | Insurance policy start date | 2015-01-01 | | Insurance policy end date | 2015-12-31 | | Total amount of commissions paid to insurance broker | USD $12,895 | | 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? | Yes | | 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 | | Other information about contract | GROUP ANNUITY CONTRACT | | Commission paid to Insurance Broker | USD $6,447 | | Insurance broker organization code? | 3 | | Insurance broker name | NICHOLAS KEMP |
|
| GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 ) |
| Policy contract number | 941638-01 |
| Policy instance | 1 |
| Insurance contract or identification number | 941638-01 | | Number of Individuals Covered | 33 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Total amount of commissions paid to insurance broker | USD $11,708 | | 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? | Yes | | 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 | | Other information about contract | GROUP ANNUITY CONTRACT | | Commission paid to Insurance Broker | USD $5,854 | | Insurance broker organization code? | 3 | | Insurance broker name | NICHOLAS KEMP |
|
| GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 ) |
| Policy contract number | 941638-01 |
| Policy instance | 1 |
| Insurance contract or identification number | 941638-01 | | Number of Individuals Covered | 33 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | Total amount of commissions paid to insurance broker | USD $10,008 | | 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 $5,004 | | Insurance broker organization code? | 3 | | Insurance broker name | NICHOLAS KEMP |
|
| GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 ) |
| Policy contract number | 941638-01 |
| Policy instance | 1 |
| Insurance contract or identification number | 941638-01 | | Number of Individuals Covered | 31 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Total amount of commissions paid to insurance broker | USD $8,512 | | 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 $4,256 | | Insurance broker organization code? | 3 | | Insurance broker name | NICHOLAS KEMP |
|
| GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 ) |
| Policy contract number | 941638-01 |
| Policy instance | 1 |
| Insurance contract or identification number | 941638-01 | | Number of Individuals Covered | 33 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | Total amount of commissions paid to insurance broker | USD $7,728 | | 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 |
|
| GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 ) |
| Policy contract number | 941638-01 |
| Policy instance | 1 |
| Insurance contract or identification number | 941638-01 | | Number of Individuals Covered | 31 | | Insurance policy start date | 2010-01-01 | | Insurance policy end date | 2010-12-31 | | Total amount of commissions paid to insurance broker | USD $6,551 | | 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 | | Commission paid to Insurance Broker | USD $3,275 | | Insurance broker organization code? | 3 | | Insurance broker name | NICHOLAS KEMP |
|
