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THE METTE, EVANS & WOODSIDE 401(K) PLAN 401k Plan overview

Plan NameTHE METTE, EVANS & WOODSIDE 401(K) PLAN
Plan identification number 003

THE METTE, EVANS & WOODSIDE 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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

METTE, EVANS & WOODSIDE has sponsored the creation of one or more 401k plans.

Company Name:METTE, EVANS & WOODSIDE
Employer identification number (EIN):231985005
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE METTE, EVANS & WOODSIDE 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032022-01-01
0032021-01-01
0032020-01-01
0032019-01-01
0032018-01-01
0032017-01-01JEREMY REDDING
0032016-01-01JEREMY REDDING2017-10-12
0032015-01-01JEREMY REDDING2016-07-13
0032014-01-01JEREMY REDDING2015-10-14
0032013-01-01JEREMY REDDING2014-10-13
0032012-01-01JEREMY REDDING2013-10-14
0032011-01-01JEREMY REDDING2012-10-08
0032010-01-01JEREMY REDDING2011-10-13

Plan Statistics for THE METTE, EVANS & WOODSIDE 401(K) PLAN

401k plan membership statisitcs for THE METTE, EVANS & WOODSIDE 401(K) PLAN

Measure Date Value
2022: THE METTE, EVANS & WOODSIDE 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0170
Total number of active participants reported on line 7a of the Form 55002022-01-0142
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0121
Total of all active and inactive participants2022-01-0163
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-0163
Number of participants with account balances2022-01-0159
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-011
2021: THE METTE, EVANS & WOODSIDE 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0166
Total number of active participants reported on line 7a of the Form 55002021-01-0157
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0113
Total of all active and inactive participants2021-01-0170
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-0170
Number of participants with account balances2021-01-0163
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: THE METTE, EVANS & WOODSIDE 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0167
Total number of active participants reported on line 7a of the Form 55002020-01-0150
Number of retired or separated participants receiving benefits2020-01-011
Number of other retired or separated participants entitled to future benefits2020-01-0113
Total of all active and inactive participants2020-01-0164
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0164
Number of participants with account balances2020-01-0155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-011
2019: THE METTE, EVANS & WOODSIDE 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0160
Total number of active participants reported on line 7a of the Form 55002019-01-0151
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0115
Total of all active and inactive participants2019-01-0166
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0166
Number of participants with account balances2019-01-0158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-012
2018: THE METTE, EVANS & WOODSIDE 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0166
Total number of active participants reported on line 7a of the Form 55002018-01-0146
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0114
Total of all active and inactive participants2018-01-0160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0160
Number of participants with account balances2018-01-0156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-014
2017: THE METTE, EVANS & WOODSIDE 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0158
Total number of active participants reported on line 7a of the Form 55002017-01-0151
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0113
Total of all active and inactive participants2017-01-0164
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-0165
Number of participants with account balances2017-01-0160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-012

Financial Data on THE METTE, EVANS & WOODSIDE 401(K) PLAN

Measure Date Value
2022 : THE METTE, EVANS & WOODSIDE 401(K) PLAN 2022 401k financial data
Total income from all sources2022-12-31$-2,851,923
Expenses. Total of all expenses incurred2022-12-31$4,208,852
Benefits paid (including direct rollovers)2022-12-31$4,142,599
Total plan assets at end of year2022-12-31$17,017,332
Total plan assets at beginning of year2022-12-31$24,078,107
Value of fidelity bond covering the plan2022-12-31$500,000
Total contributions received or receivable from participants2022-12-31$292,265
Contributions received from other sources (not participants or employers)2022-12-31$11,683
Other income received2022-12-31$-3,345,136
Net income (gross income less expenses)2022-12-31$-7,060,775
Net plan assets at end of year (total assets less liabilities)2022-12-31$17,017,332
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$24,078,107
Assets. Value of participant loans2022-12-31$2,860
Total contributions received or receivable from employer(s)2022-12-31$189,265
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$66,253
2021 : THE METTE, EVANS & WOODSIDE 401(K) PLAN 2021 401k financial data
Total income from all sources2021-12-31$4,029,266
Expenses. Total of all expenses incurred2021-12-31$1,552,763
Benefits paid (including direct rollovers)2021-12-31$1,488,196
Total plan assets at end of year2021-12-31$24,078,107
Total plan assets at beginning of year2021-12-31$21,601,604
Value of fidelity bond covering the plan2021-12-31$250,000
Total contributions received or receivable from participants2021-12-31$381,719
Contributions received from other sources (not participants or employers)2021-12-31$748,407
Other income received2021-12-31$2,626,673
Net income (gross income less expenses)2021-12-31$2,476,503
Net plan assets at end of year (total assets less liabilities)2021-12-31$24,078,107
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$21,601,604
Assets. Value of participant loans2021-12-31$49,874
Total contributions received or receivable from employer(s)2021-12-31$272,467
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$64,567
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
2020 : THE METTE, EVANS & WOODSIDE 401(K) PLAN 2020 401k financial data
Total income from all sources2020-12-31$1,580,830
Expenses. Total of all expenses incurred2020-12-31$5,954,091
Benefits paid (including direct rollovers)2020-12-31$5,897,319
Total plan assets at end of year2020-12-31$21,601,604
Total plan assets at beginning of year2020-12-31$25,974,865
Value of fidelity bond covering the plan2020-12-31$1,000,000
Total contributions received or receivable from participants2020-12-31$319,706
Contributions received from other sources (not participants or employers)2020-12-31$0
Other income received2020-12-31$1,001,672
Net income (gross income less expenses)2020-12-31$-4,373,261
Net plan assets at end of year (total assets less liabilities)2020-12-31$21,601,604
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$25,974,865
Assets. Value of participant loans2020-12-31$81,224
Assets. Value of assets in partnership/joint-venture interests2020-12-31$0
Total contributions received or receivable from employer(s)2020-12-31$259,452
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$56,772
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
2019 : THE METTE, EVANS & WOODSIDE 401(K) PLAN 2019 401k financial data
Total income from all sources2019-12-31$4,795,970
Expenses. Total of all expenses incurred2019-12-31$1,888,527
Benefits paid (including direct rollovers)2019-12-31$1,808,319
Total plan assets at end of year2019-12-31$25,974,865
Total plan assets at beginning of year2019-12-31$23,067,422
Value of fidelity bond covering the plan2019-12-31$250,000
Total contributions received or receivable from participants2019-12-31$252,840
Contributions received from other sources (not participants or employers)2019-12-31$10,184
Other income received2019-12-31$4,371,562
Net income (gross income less expenses)2019-12-31$2,907,443
Net plan assets at end of year (total assets less liabilities)2019-12-31$25,974,865
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$23,067,422
Assets. Value of participant loans2019-12-31$65,315
Assets. Value of assets in partnership/joint-venture interests2019-12-31$100,000
Total contributions received or receivable from employer(s)2019-12-31$161,384
Value of certain deemed distributions of participant loans2019-12-31$5,607
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$74,601
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018 : THE METTE, EVANS & WOODSIDE 401(K) PLAN 2018 401k financial data
Total income from all sources2018-12-31$23,658
Expenses. Total of all expenses incurred2018-12-31$462,081
Benefits paid (including direct rollovers)2018-12-31$386,790
Total plan assets at end of year2018-12-31$23,067,422
Total plan assets at beginning of year2018-12-31$23,505,845
Value of fidelity bond covering the plan2018-12-31$1,000,000
Total contributions received or receivable from participants2018-12-31$241,146
Contributions received from other sources (not participants or employers)2018-12-31$1,038,950
Other income received2018-12-31$-1,440,842
Net income (gross income less expenses)2018-12-31$-438,423
Net plan assets at end of year (total assets less liabilities)2018-12-31$23,067,422
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$23,505,845
Assets. Value of participant loans2018-12-31$115,021
Assets. Value of assets in partnership/joint-venture interests2018-12-31$100,000
Total contributions received or receivable from employer(s)2018-12-31$184,404
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$75,291
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : THE METTE, EVANS & WOODSIDE 401(K) PLAN 2017 401k financial data
Total income from all sources2017-12-31$3,441,612
Expenses. Total of all expenses incurred2017-12-31$1,174,507
Benefits paid (including direct rollovers)2017-12-31$1,084,541
Total plan assets at end of year2017-12-31$23,505,845
Total plan assets at beginning of year2017-12-31$21,238,740
Value of fidelity bond covering the plan2017-12-31$250,000
Total contributions received or receivable from participants2017-12-31$244,576
Contributions received from other sources (not participants or employers)2017-12-31$440,892
Other income received2017-12-31$2,607,613
Net income (gross income less expenses)2017-12-31$2,267,105
Net plan assets at end of year (total assets less liabilities)2017-12-31$23,505,845
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$21,238,740
Assets. Value of participant loans2017-12-31$127,791
Assets. Value of assets in partnership/joint-venture interests2017-12-31$100,000
Total contributions received or receivable from employer(s)2017-12-31$148,531
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$89,966
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0

Form 5500 Responses for THE METTE, EVANS & WOODSIDE 401(K) PLAN

2022: THE METTE, EVANS & WOODSIDE 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: THE METTE, EVANS & WOODSIDE 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: THE METTE, EVANS & WOODSIDE 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: THE METTE, EVANS & WOODSIDE 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: THE METTE, EVANS & WOODSIDE 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: THE METTE, EVANS & WOODSIDE 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number331841-01
Policy instance 1
Insurance contract or identification number331841-01
Number of Individuals Covered6
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
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
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number331841-01
Policy instance 1
Insurance contract or identification number331841-01
Number of Individuals Covered8
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
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
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number331841-01
Policy instance 1
Insurance contract or identification number331841-01
Number of Individuals Covered7
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
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
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number331841-01
Policy instance 1
Insurance contract or identification number331841-01
Number of Individuals Covered6
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
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
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number331841-01
Policy instance 1
Insurance contract or identification number331841-01
Number of Individuals Covered7
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
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
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number331841-01
Policy instance 1
Insurance contract or identification number331841-01
Number of Individuals Covered7
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
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

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