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HUNTINGTON BEACH DENTISTRY INC DEFINED BENEFIT PLAN AND TRUST 401k Plan overview

Plan NameHUNTINGTON BEACH DENTISTRY INC DEFINED BENEFIT PLAN AND TRUST
Plan identification number 001

HUNTINGTON BEACH DENTISTRY INC DEFINED BENEFIT PLAN AND TRUST Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
  • 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

LINA MUSLEH DENTAL CORPORATION has sponsored the creation of one or more 401k plans.

Company Name:LINA MUSLEH DENTAL CORPORATION
Employer identification number (EIN):330915047
NAIC Classification:621210
NAIC Description:Offices of Dentists

Additional information about LINA MUSLEH DENTAL CORPORATION

Jurisdiction of Incorporation: California Department of State
Incorporation Date: 2000-06-20
Company Identification Number: C2192976
Legal Registered Office Address: 4267 Marina City Dr 100W

Marina Del Rey
United States of America (USA)
90292

More information about LINA MUSLEH DENTAL CORPORATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HUNTINGTON BEACH DENTISTRY INC DEFINED BENEFIT PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-12-01LINA MUSLEH2023-09-01
0012020-12-01LINA MUSLEH2022-09-15
0012019-12-01LINA MUSLEH2021-08-27
0012018-12-01LINA MUSLEH2020-09-02
0012017-12-01LINA MUSLEH2019-09-13
0012016-12-01
0012015-12-01
0012014-12-01
0012013-12-01LINA MUSLEH
0012012-12-01LINA MUSLEH
0012011-12-01LINA MUSLEH
0012010-12-01LINA MUSLEH
0012009-12-01LINA MUSLEH
0012008-12-01

Plan Statistics for HUNTINGTON BEACH DENTISTRY INC DEFINED BENEFIT PLAN AND TRUST

401k plan membership statisitcs for HUNTINGTON BEACH DENTISTRY INC DEFINED BENEFIT PLAN AND TRUST

Measure Date Value
2022: HUNTINGTON BEACH DENTISTRY INC DEFINED BENEFIT PLAN AND TRUST 2022 401k membership
Market value of plan assets2022-11-302,653,711
Acturial value of plan assets2022-11-302,653,711
Funding target for retired participants and beneficiaries receiving payment2022-11-300
Number of terminated vested participants2022-11-300
Fundng target for terminated vested participants2022-11-300
Active participant vested funding target2022-11-303,066,997
Number of active participants2022-11-305
Total funding liabilities for active participants2022-11-303,066,997
Total participant count2022-11-305
Total funding target for all participants2022-11-303,066,997
Balance at beginning of prior year after applicable adjustments2022-11-301,238
Prefunding balance at beginning of prior year after applicable adjustments2022-11-30123,988
Carryover balanced portion elected for use to offset prior years funding requirement2022-11-300
Prefunding balanced used to offset prior years funding requirement2022-11-300
Amount remaining of carryover balance2022-11-301,238
Amount remaining of prefunding balance2022-11-30123,988
Present value of excess contributions2022-11-30121,007
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-11-30121,007
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-11-300
Reductions in caryover balances due to elections or deemed elections2022-11-300
Reductions in prefunding balances due to elections or deemed elections2022-11-300
Balance of carryovers at beginning of current year2022-11-301,310
Balance of prefunding at beginning of current year2022-11-30131,167
Total employer contributions2022-11-30250,000
Total employee contributions2022-11-300
Contributions allocated toward unpaid minimum require contributions from prior years2022-11-300
Contributions made to avoid restrictions adjusted to valuation date2022-11-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-11-30238,338
Unpaid minimum required contributions for all prior years2022-11-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-11-300
Remaining amount of unpaid minimum required contributions2022-11-300
Minimum required contributions for current year target normal cost2022-11-302,233
Net shortfall amortization installment of oustanding balance2022-11-30553,208
Waiver amortization installment2022-11-300
Total funding amount beforereflecting carryover/prefunding balances2022-11-3053,815
Carryover balance elected to use to offset funding requirement2022-11-300
Prefunding balance elected to use to offset funding requirement2022-11-300
Additional cash requirement2022-11-3053,815
Contributions allocatedtoward minimum required contributions for current year2022-11-30238,338
Unpaid minimum required contributions for current year2022-11-300
Unpaid minimum required contributions for all years2022-11-300
2021: HUNTINGTON BEACH DENTISTRY INC DEFINED BENEFIT PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year2021-12-015
Total number of active participants reported on line 7a of the Form 55002021-12-015
Number of retired or separated participants receiving benefits2021-12-010
Number of other retired or separated participants entitled to future benefits2021-12-010
Total of all active and inactive participants2021-12-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-12-010
Total participants2021-12-015
Market value of plan assets2021-11-302,880,781
Acturial value of plan assets2021-11-302,880,781
Funding target for retired participants and beneficiaries receiving payment2021-11-300
Number of terminated vested participants2021-11-300
Fundng target for terminated vested participants2021-11-300
Active participant vested funding target2021-11-302,852,528
Number of active participants2021-11-305
Total funding liabilities for active participants2021-11-302,852,528
Total participant count2021-11-305
Total funding target for all participants2021-11-302,852,528
Balance at beginning of prior year after applicable adjustments2021-11-301,180
Prefunding balance at beginning of prior year after applicable adjustments2021-11-30118,208
Carryover balanced portion elected for use to offset prior years funding requirement2021-11-300
Prefunding balanced used to offset prior years funding requirement2021-11-300
Amount remaining of carryover balance2021-11-301,180
Amount remaining of prefunding balance2021-11-30118,208
Present value of excess contributions2021-11-30136,858
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-11-30136,858
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-11-300
Reductions in caryover balances due to elections or deemed elections2021-11-300
Reductions in prefunding balances due to elections or deemed elections2021-11-300
Balance of carryovers at beginning of current year2021-11-301,238
Balance of prefunding at beginning of current year2021-11-30123,988
Total employer contributions2021-11-30220,000
Total employee contributions2021-11-300
Contributions allocated toward unpaid minimum require contributions from prior years2021-11-300
Contributions made to avoid restrictions adjusted to valuation date2021-11-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-11-30212,349
Unpaid minimum required contributions for all prior years2021-11-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-11-300
Remaining amount of unpaid minimum required contributions2021-11-300
Minimum required contributions for current year target normal cost2021-11-300
Net shortfall amortization installment of oustanding balance2021-11-30296,875
Waiver amortization installment2021-11-300
Total funding amount beforereflecting carryover/prefunding balances2021-11-3091,342
Carryover balance elected to use to offset funding requirement2021-11-300
Prefunding balance elected to use to offset funding requirement2021-11-300
Additional cash requirement2021-11-3091,342
Contributions allocatedtoward minimum required contributions for current year2021-11-30212,349
Unpaid minimum required contributions for current year2021-11-300
Unpaid minimum required contributions for all years2021-11-300
2020: HUNTINGTON BEACH DENTISTRY INC DEFINED BENEFIT PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year2020-12-016
Total number of active participants reported on line 7a of the Form 55002020-12-015
Number of retired or separated participants receiving benefits2020-12-010
Number of other retired or separated participants entitled to future benefits2020-12-010
Total of all active and inactive participants2020-12-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-12-010
Total participants2020-12-015
Market value of plan assets2020-11-302,489,576
Acturial value of plan assets2020-11-302,489,576
Funding target for retired participants and beneficiaries receiving payment2020-11-300
Number of terminated vested participants2020-11-302
Fundng target for terminated vested participants2020-11-30424,368
Active participant vested funding target2020-11-302,335,944
Number of active participants2020-11-304
Total funding liabilities for active participants2020-11-302,337,920
Total participant count2020-11-306
Total funding target for all participants2020-11-302,762,288
Balance at beginning of prior year after applicable adjustments2020-11-301,097
Prefunding balance at beginning of prior year after applicable adjustments2020-11-30109,879
Carryover balanced portion elected for use to offset prior years funding requirement2020-11-300
Prefunding balanced used to offset prior years funding requirement2020-11-300
Amount remaining of carryover balance2020-11-301,097
Amount remaining of prefunding balance2020-11-30109,879
Present value of excess contributions2020-11-3085,862
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-11-3085,862
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-11-300
Reductions in caryover balances due to elections or deemed elections2020-11-300
Reductions in prefunding balances due to elections or deemed elections2020-11-300
Balance of carryovers at beginning of current year2020-11-301,180
Balance of prefunding at beginning of current year2020-11-30118,208
Total employer contributions2020-11-30253,334
Total employee contributions2020-11-300
Contributions allocated toward unpaid minimum require contributions from prior years2020-11-300
Contributions made to avoid restrictions adjusted to valuation date2020-11-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-11-30246,255
Unpaid minimum required contributions for all prior years2020-11-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-11-300
Remaining amount of unpaid minimum required contributions2020-11-300
Minimum required contributions for current year target normal cost2020-11-300
Net shortfall amortization installment of oustanding balance2020-11-30398,822
Waiver amortization installment2020-11-300
Total funding amount beforereflecting carryover/prefunding balances2020-11-30109,397
Carryover balance elected to use to offset funding requirement2020-11-300
Prefunding balance elected to use to offset funding requirement2020-11-300
Additional cash requirement2020-11-30109,397
Contributions allocatedtoward minimum required contributions for current year2020-11-30246,255
Unpaid minimum required contributions for current year2020-11-300
Unpaid minimum required contributions for all years2020-11-300
2019: HUNTINGTON BEACH DENTISTRY INC DEFINED BENEFIT PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year2019-12-016
Total number of active participants reported on line 7a of the Form 55002019-12-014
Number of retired or separated participants receiving benefits2019-12-010
Number of other retired or separated participants entitled to future benefits2019-12-012
Total of all active and inactive participants2019-12-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-12-010
Total participants2019-12-016
Market value of plan assets2019-11-302,226,809
Acturial value of plan assets2019-11-302,226,809
Funding target for retired participants and beneficiaries receiving payment2019-11-300
Number of terminated vested participants2019-11-302
Fundng target for terminated vested participants2019-11-30393,175
Active participant vested funding target2019-11-302,154,541
Number of active participants2019-11-304
Total funding liabilities for active participants2019-11-302,158,090
Total participant count2019-11-306
Total funding target for all participants2019-11-302,551,265
Balance at beginning of prior year after applicable adjustments2019-11-301,148
Prefunding balance at beginning of prior year after applicable adjustments2019-11-30114,960
Carryover balanced portion elected for use to offset prior years funding requirement2019-11-300
Prefunding balanced used to offset prior years funding requirement2019-11-300
Amount remaining of carryover balance2019-11-301,148
Amount remaining of prefunding balance2019-11-30114,960
Present value of excess contributions2019-11-30107,671
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-11-30107,671
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-11-300
Reductions in caryover balances due to elections or deemed elections2019-11-300
Reductions in prefunding balances due to elections or deemed elections2019-11-300
Balance of carryovers at beginning of current year2019-11-301,097
Balance of prefunding at beginning of current year2019-11-30109,879
Total employer contributions2019-11-30200,000
Total employee contributions2019-11-300
Contributions allocated toward unpaid minimum require contributions from prior years2019-11-300
Contributions made to avoid restrictions adjusted to valuation date2019-11-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-11-30188,484
Unpaid minimum required contributions for all prior years2019-11-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-11-300
Remaining amount of unpaid minimum required contributions2019-11-300
Minimum required contributions for current year target normal cost2019-11-300
Net shortfall amortization installment of oustanding balance2019-11-30441,906
Waiver amortization installment2019-11-300
Total funding amount beforereflecting carryover/prefunding balances2019-11-30102,622
Additional cash requirement2019-11-30102,622
Contributions allocatedtoward minimum required contributions for current year2019-11-30188,484
Unpaid minimum required contributions for current year2019-11-300
Unpaid minimum required contributions for all years2019-11-300
2018: HUNTINGTON BEACH DENTISTRY INC DEFINED BENEFIT PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year2018-12-018
Total number of active participants reported on line 7a of the Form 55002018-12-014
Number of retired or separated participants receiving benefits2018-12-010
Number of other retired or separated participants entitled to future benefits2018-12-012
Total of all active and inactive participants2018-12-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-12-010
Total participants2018-12-016
Market value of plan assets2018-11-301,965,297
Acturial value of plan assets2018-11-301,965,297
Funding target for retired participants and beneficiaries receiving payment2018-11-300
Number of terminated vested participants2018-11-304
Fundng target for terminated vested participants2018-11-30426,991
Active participant vested funding target2018-11-301,931,567
Number of active participants2018-11-304
Total funding liabilities for active participants2018-11-301,936,235
Total participant count2018-11-308
Total funding target for all participants2018-11-302,363,226
Balance at beginning of prior year after applicable adjustments2018-11-301,094
Prefunding balance at beginning of prior year after applicable adjustments2018-11-3018,730
Carryover balanced portion elected for use to offset prior years funding requirement2018-11-300
Prefunding balanced used to offset prior years funding requirement2018-11-300
Amount remaining of carryover balance2018-11-301,094
Amount remaining of prefunding balance2018-11-3018,730
Present value of excess contributions2018-11-3095,297
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-11-3095,297
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-11-3095,297
Reductions in caryover balances due to elections or deemed elections2018-11-300
Reductions in prefunding balances due to elections or deemed elections2018-11-300
Balance of carryovers at beginning of current year2018-11-301,148
Balance of prefunding at beginning of current year2018-11-30114,960
Total employer contributions2018-11-30220,000
Total employee contributions2018-11-300
Contributions allocated toward unpaid minimum require contributions from prior years2018-11-300
Contributions made to avoid restrictions adjusted to valuation date2018-11-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-11-30210,349
Unpaid minimum required contributions for all prior years2018-11-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-11-300
Remaining amount of unpaid minimum required contributions2018-11-300
Minimum required contributions for current year target normal cost2018-11-300
Net shortfall amortization installment of oustanding balance2018-11-30520,949
Waiver amortization installment2018-11-300
Total funding amount beforereflecting carryover/prefunding balances2018-11-30102,678
Carryover balance elected to use to offset funding requirement2018-11-300
Prefunding balance elected to use to offset funding requirement2018-11-300
Additional cash requirement2018-11-30102,678
Contributions allocatedtoward minimum required contributions for current year2018-11-30210,349
Unpaid minimum required contributions for current year2018-11-300
Unpaid minimum required contributions for all years2018-11-300
2017: HUNTINGTON BEACH DENTISTRY INC DEFINED BENEFIT PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year2017-12-019
Total number of active participants reported on line 7a of the Form 55002017-12-014
Number of retired or separated participants receiving benefits2017-12-010
Number of other retired or separated participants entitled to future benefits2017-12-014
Total of all active and inactive participants2017-12-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-12-010
Total participants2017-12-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-12-010
Market value of plan assets2017-11-302,029,582
Acturial value of plan assets2017-11-302,029,582
Funding target for retired participants and beneficiaries receiving payment2017-11-300
Number of terminated vested participants2017-11-304
Fundng target for terminated vested participants2017-11-30379,975
Active participant vested funding target2017-11-301,839,642
Number of active participants2017-11-305
Total funding liabilities for active participants2017-11-301,845,276
Total participant count2017-11-309
Total funding target for all participants2017-11-302,225,251
Balance at beginning of prior year after applicable adjustments2017-11-301,029
Prefunding balance at beginning of prior year after applicable adjustments2017-11-3015,526
Carryover balanced portion elected for use to offset prior years funding requirement2017-11-300
Prefunding balanced used to offset prior years funding requirement2017-11-300
Amount remaining of carryover balance2017-11-301,029
Amount remaining of prefunding balance2017-11-3015,526
Present value of excess contributions2017-11-302,218
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-11-302,218
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-11-302,218
Reductions in caryover balances due to elections or deemed elections2017-11-300
Reductions in prefunding balances due to elections or deemed elections2017-11-300
Balance of carryovers at beginning of current year2017-11-301,094
Balance of prefunding at beginning of current year2017-11-3018,730
Total employer contributions2017-11-30150,000
Total employee contributions2017-11-300
Contributions allocated toward unpaid minimum require contributions from prior years2017-11-300
Contributions made to avoid restrictions adjusted to valuation date2017-11-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-11-30142,843
Unpaid minimum required contributions for all prior years2017-11-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-11-300
Remaining amount of unpaid minimum required contributions2017-11-300
Minimum required contributions for current year target normal cost2017-11-30964
Net shortfall amortization installment of oustanding balance2017-11-30216,717
Waiver amortization installment2017-11-300
Total funding amount beforereflecting carryover/prefunding balances2017-11-3047,546
Carryover balance elected to use to offset funding requirement2017-11-300
Prefunding balance elected to use to offset funding requirement2017-11-300
Additional cash requirement2017-11-3047,546
Contributions allocatedtoward minimum required contributions for current year2017-11-30142,843
Unpaid minimum required contributions for current year2017-11-300
Unpaid minimum required contributions for all years2017-11-300
2016: HUNTINGTON BEACH DENTISTRY INC DEFINED BENEFIT PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year2016-12-019
Total number of active participants reported on line 7a of the Form 55002016-12-015
Number of retired or separated participants receiving benefits2016-12-010
Number of other retired or separated participants entitled to future benefits2016-12-014
Total of all active and inactive participants2016-12-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-12-010
Total participants2016-12-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-12-010
2015: HUNTINGTON BEACH DENTISTRY INC DEFINED BENEFIT PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year2015-12-019
Total number of active participants reported on line 7a of the Form 55002015-12-015
Number of retired or separated participants receiving benefits2015-12-010
Number of other retired or separated participants entitled to future benefits2015-12-014
Total of all active and inactive participants2015-12-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-12-010
Total participants2015-12-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-12-010
2014: HUNTINGTON BEACH DENTISTRY INC DEFINED BENEFIT PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year2014-12-018
Total number of active participants reported on line 7a of the Form 55002014-12-015
Number of retired or separated participants receiving benefits2014-12-010
Number of other retired or separated participants entitled to future benefits2014-12-014
Total of all active and inactive participants2014-12-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-12-010
Total participants2014-12-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-12-010
2013: HUNTINGTON BEACH DENTISTRY INC DEFINED BENEFIT PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year2013-12-018
Total number of active participants reported on line 7a of the Form 55002013-12-016
Number of retired or separated participants receiving benefits2013-12-010
Number of other retired or separated participants entitled to future benefits2013-12-012
Total of all active and inactive participants2013-12-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-12-010
Total participants2013-12-018
2012: HUNTINGTON BEACH DENTISTRY INC DEFINED BENEFIT PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year2012-12-016
Total number of active participants reported on line 7a of the Form 55002012-12-016
Number of retired or separated participants receiving benefits2012-12-010
Number of other retired or separated participants entitled to future benefits2012-12-012
Total of all active and inactive participants2012-12-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-12-010
Total participants2012-12-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-12-010
2011: HUNTINGTON BEACH DENTISTRY INC DEFINED BENEFIT PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year2011-12-016
Total number of active participants reported on line 7a of the Form 55002011-12-015
Number of retired or separated participants receiving benefits2011-12-010
Number of other retired or separated participants entitled to future benefits2011-12-011
Total of all active and inactive participants2011-12-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-12-010
Total participants2011-12-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-12-010
2010: HUNTINGTON BEACH DENTISTRY INC DEFINED BENEFIT PLAN AND TRUST 2010 401k membership
Total participants, beginning-of-year2010-12-016
Total number of active participants reported on line 7a of the Form 55002010-12-015
Number of retired or separated participants receiving benefits2010-12-010
Number of other retired or separated participants entitled to future benefits2010-12-011
Total of all active and inactive participants2010-12-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-12-010
Total participants2010-12-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-12-010
2009: HUNTINGTON BEACH DENTISTRY INC DEFINED BENEFIT PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year2009-12-016
Total number of active participants reported on line 7a of the Form 55002009-12-014
Number of retired or separated participants receiving benefits2009-12-010
Number of other retired or separated participants entitled to future benefits2009-12-012
Total of all active and inactive participants2009-12-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-12-010
Total participants2009-12-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-12-011

Financial Data on HUNTINGTON BEACH DENTISTRY INC DEFINED BENEFIT PLAN AND TRUST

Measure Date Value
2022 : HUNTINGTON BEACH DENTISTRY INC DEFINED BENEFIT PLAN AND TRUST 2022 401k financial data
Total plan liabilities at end of year2022-11-30$2,714
Total plan liabilities at beginning of year2022-11-30$2,714
Total income from all sources2022-11-30$-165,977
Expenses. Total of all expenses incurred2022-11-30$31,033
Benefits paid (including direct rollovers)2022-11-30$28,800
Total plan assets at end of year2022-11-30$2,906,485
Total plan assets at beginning of year2022-11-30$3,103,495
Total contributions received or receivable from participants2022-11-30$0
Expenses. Other expenses not covered elsewhere2022-11-30$0
Contributions received from other sources (not participants or employers)2022-11-30$0
Other income received2022-11-30$-415,977
Noncash contributions received2022-11-30$0
Net income (gross income less expenses)2022-11-30$-197,010
Net plan assets at end of year (total assets less liabilities)2022-11-30$2,903,771
Net plan assets at beginning of year (total assets less liabilities)2022-11-30$3,100,781
Total contributions received or receivable from employer(s)2022-11-30$250,000
Value of certain deemed distributions of participant loans2022-11-30$0
Value of corrective distributions2022-11-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2022-11-30$2,233
2021 : HUNTINGTON BEACH DENTISTRY INC DEFINED BENEFIT PLAN AND TRUST 2021 401k financial data
Total plan liabilities at end of year2021-11-30$2,714
Total plan liabilities at beginning of year2021-11-30$2,714
Total income from all sources2021-11-30$372,648
Expenses. Total of all expenses incurred2021-11-30$15,605
Benefits paid (including direct rollovers)2021-11-30$15,605
Total plan assets at end of year2021-11-30$3,103,495
Total plan assets at beginning of year2021-11-30$2,746,452
Total contributions received or receivable from participants2021-11-30$0
Contributions received from other sources (not participants or employers)2021-11-30$0
Other income received2021-11-30$152,648
Noncash contributions received2021-11-30$0
Net income (gross income less expenses)2021-11-30$357,043
Net plan assets at end of year (total assets less liabilities)2021-11-30$3,100,781
Net plan assets at beginning of year (total assets less liabilities)2021-11-30$2,743,738
Total contributions received or receivable from employer(s)2021-11-30$220,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-11-30$0
2020 : HUNTINGTON BEACH DENTISTRY INC DEFINED BENEFIT PLAN AND TRUST 2020 401k financial data
Total plan liabilities at end of year2020-11-30$2,714
Total plan liabilities at beginning of year2020-11-30$2,714
Total income from all sources2020-11-30$316,930
Expenses. Total of all expenses incurred2020-11-30$0
Benefits paid (including direct rollovers)2020-11-30$0
Total plan assets at end of year2020-11-30$2,746,452
Total plan assets at beginning of year2020-11-30$2,429,522
Total contributions received or receivable from participants2020-11-30$0
Contributions received from other sources (not participants or employers)2020-11-30$0
Other income received2020-11-30$63,596
Noncash contributions received2020-11-30$0
Net income (gross income less expenses)2020-11-30$316,930
Net plan assets at end of year (total assets less liabilities)2020-11-30$2,743,738
Net plan assets at beginning of year (total assets less liabilities)2020-11-30$2,426,808
Total contributions received or receivable from employer(s)2020-11-30$253,334
2019 : HUNTINGTON BEACH DENTISTRY INC DEFINED BENEFIT PLAN AND TRUST 2019 401k financial data
Total plan liabilities at end of year2019-11-30$2,714
Total plan liabilities at beginning of year2019-11-30$2,714
Total income from all sources2019-11-30$350,389
Expenses. Total of all expenses incurred2019-11-30$108,877
Benefits paid (including direct rollovers)2019-11-30$108,877
Total plan assets at end of year2019-11-30$2,429,522
Total plan assets at beginning of year2019-11-30$2,188,010
Total contributions received or receivable from participants2019-11-30$0
Expenses. Other expenses not covered elsewhere2019-11-30$0
Contributions received from other sources (not participants or employers)2019-11-30$0
Other income received2019-11-30$150,389
Noncash contributions received2019-11-30$0
Net income (gross income less expenses)2019-11-30$241,512
Net plan assets at end of year (total assets less liabilities)2019-11-30$2,426,808
Net plan assets at beginning of year (total assets less liabilities)2019-11-30$2,185,296
Total contributions received or receivable from employer(s)2019-11-30$200,000
Value of certain deemed distributions of participant loans2019-11-30$0
Value of corrective distributions2019-11-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2019-11-30$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-11-30$0
2018 : HUNTINGTON BEACH DENTISTRY INC DEFINED BENEFIT PLAN AND TRUST 2018 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-11-30$0
2017 : HUNTINGTON BEACH DENTISTRY INC DEFINED BENEFIT PLAN AND TRUST 2017 401k financial data
Total plan liabilities at end of year2017-11-30$2,714
Total plan liabilities at beginning of year2017-11-30$2,714
Total income from all sources2017-11-30$229,728
Expenses. Total of all expenses incurred2017-11-30$0
Benefits paid (including direct rollovers)2017-11-30$0
Total plan assets at end of year2017-11-30$2,182,296
Total plan assets at beginning of year2017-11-30$1,952,568
Total contributions received or receivable from participants2017-11-30$0
Contributions received from other sources (not participants or employers)2017-11-30$0
Other income received2017-11-30$79,728
Noncash contributions received2017-11-30$0
Net income (gross income less expenses)2017-11-30$229,728
Net plan assets at end of year (total assets less liabilities)2017-11-30$2,179,582
Net plan assets at beginning of year (total assets less liabilities)2017-11-30$1,949,854
Total contributions received or receivable from employer(s)2017-11-30$150,000
2016 : HUNTINGTON BEACH DENTISTRY INC DEFINED BENEFIT PLAN AND TRUST 2016 401k financial data
Total plan liabilities at end of year2016-11-30$2,714
Total plan liabilities at beginning of year2016-11-30$2,714
Total income from all sources2016-11-30$323,550
Expenses. Total of all expenses incurred2016-11-30$10,533
Benefits paid (including direct rollovers)2016-11-30$10,533
Total plan assets at end of year2016-11-30$1,952,568
Total plan assets at beginning of year2016-11-30$1,639,551
Total contributions received or receivable from participants2016-11-30$0
Expenses. Other expenses not covered elsewhere2016-11-30$0
Contributions received from other sources (not participants or employers)2016-11-30$0
Other income received2016-11-30$105,550
Noncash contributions received2016-11-30$0
Net income (gross income less expenses)2016-11-30$313,017
Net plan assets at end of year (total assets less liabilities)2016-11-30$1,949,854
Net plan assets at beginning of year (total assets less liabilities)2016-11-30$1,636,837
Total contributions received or receivable from employer(s)2016-11-30$218,000
Value of certain deemed distributions of participant loans2016-11-30$0
Value of corrective distributions2016-11-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-11-30$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-11-30$0
2015 : HUNTINGTON BEACH DENTISTRY INC DEFINED BENEFIT PLAN AND TRUST 2015 401k financial data
Total plan liabilities at end of year2015-11-30$2,714
Total plan liabilities at beginning of year2015-11-30$2,714
Total income from all sources2015-11-30$267,941
Expenses. Total of all expenses incurred2015-11-30$17,446
Benefits paid (including direct rollovers)2015-11-30$17,446
Total plan assets at end of year2015-11-30$1,639,551
Total plan assets at beginning of year2015-11-30$1,389,056
Total contributions received or receivable from participants2015-11-30$0
Expenses. Other expenses not covered elsewhere2015-11-30$0
Contributions received from other sources (not participants or employers)2015-11-30$0
Other income received2015-11-30$51,941
Noncash contributions received2015-11-30$0
Net income (gross income less expenses)2015-11-30$250,495
Net plan assets at end of year (total assets less liabilities)2015-11-30$1,636,837
Net plan assets at beginning of year (total assets less liabilities)2015-11-30$1,386,342
Total contributions received or receivable from employer(s)2015-11-30$216,000
Value of certain deemed distributions of participant loans2015-11-30$0
Value of corrective distributions2015-11-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-11-30$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-11-30$0
2014 : HUNTINGTON BEACH DENTISTRY INC DEFINED BENEFIT PLAN AND TRUST 2014 401k financial data
Total plan liabilities at end of year2014-11-30$2,714
Total plan liabilities at beginning of year2014-11-30$2,714
Total income from all sources2014-11-30$174,617
Expenses. Total of all expenses incurred2014-11-30$0
Benefits paid (including direct rollovers)2014-11-30$0
Total plan assets at end of year2014-11-30$1,389,056
Total plan assets at beginning of year2014-11-30$1,214,439
Total contributions received or receivable from participants2014-11-30$0
Contributions received from other sources (not participants or employers)2014-11-30$0
Other income received2014-11-30$-5,383
Noncash contributions received2014-11-30$0
Net income (gross income less expenses)2014-11-30$174,617
Net plan assets at end of year (total assets less liabilities)2014-11-30$1,386,342
Net plan assets at beginning of year (total assets less liabilities)2014-11-30$1,211,725
Total contributions received or receivable from employer(s)2014-11-30$180,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-11-30$0
2013 : HUNTINGTON BEACH DENTISTRY INC DEFINED BENEFIT PLAN AND TRUST 2013 401k financial data
Total plan liabilities at end of year2013-11-30$2,714
Total plan liabilities at beginning of year2013-11-30$2,643
Total income from all sources2013-11-30$99,213
Expenses. Total of all expenses incurred2013-11-30$0
Benefits paid (including direct rollovers)2013-11-30$0
Total plan assets at end of year2013-11-30$1,214,439
Total plan assets at beginning of year2013-11-30$1,115,155
Total contributions received or receivable from participants2013-11-30$0
Contributions received from other sources (not participants or employers)2013-11-30$0
Other income received2013-11-30$-80,787
Noncash contributions received2013-11-30$0
Net income (gross income less expenses)2013-11-30$99,213
Net plan assets at end of year (total assets less liabilities)2013-11-30$1,211,725
Net plan assets at beginning of year (total assets less liabilities)2013-11-30$1,112,512
Total contributions received or receivable from employer(s)2013-11-30$180,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-11-30$0
2012 : HUNTINGTON BEACH DENTISTRY INC DEFINED BENEFIT PLAN AND TRUST 2012 401k financial data
Total plan liabilities at end of year2012-11-30$2,643
Total plan liabilities at beginning of year2012-11-30$2,643
Total income from all sources2012-11-30$326,286
Expenses. Total of all expenses incurred2012-11-30$292
Benefits paid (including direct rollovers)2012-11-30$0
Total plan assets at end of year2012-11-30$1,115,155
Total plan assets at beginning of year2012-11-30$789,161
Total contributions received or receivable from participants2012-11-30$0
Expenses. Other expenses not covered elsewhere2012-11-30$292
Contributions received from other sources (not participants or employers)2012-11-30$0
Other income received2012-11-30$21,286
Noncash contributions received2012-11-30$0
Net income (gross income less expenses)2012-11-30$325,994
Net plan assets at end of year (total assets less liabilities)2012-11-30$1,112,512
Net plan assets at beginning of year (total assets less liabilities)2012-11-30$786,518
Total contributions received or receivable from employer(s)2012-11-30$305,000
Value of certain deemed distributions of participant loans2012-11-30$0
Value of corrective distributions2012-11-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-11-30$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-11-30$0
2011 : HUNTINGTON BEACH DENTISTRY INC DEFINED BENEFIT PLAN AND TRUST 2011 401k financial data
Total plan liabilities at end of year2011-11-30$2,643
Total plan liabilities at beginning of year2011-11-30$2,643
Total income from all sources2011-11-30$225,753
Expenses. Total of all expenses incurred2011-11-30$553
Benefits paid (including direct rollovers)2011-11-30$0
Total plan assets at end of year2011-11-30$789,161
Total plan assets at beginning of year2011-11-30$563,961
Total contributions received or receivable from participants2011-11-30$0
Expenses. Other expenses not covered elsewhere2011-11-30$553
Contributions received from other sources (not participants or employers)2011-11-30$0
Other income received2011-11-30$25,753
Noncash contributions received2011-11-30$0
Net income (gross income less expenses)2011-11-30$225,200
Net plan assets at end of year (total assets less liabilities)2011-11-30$786,518
Net plan assets at beginning of year (total assets less liabilities)2011-11-30$561,318
Assets. Value of assets in partnership/joint-venture interests2011-11-30$157,384
Total contributions received or receivable from employer(s)2011-11-30$200,000
Value of certain deemed distributions of participant loans2011-11-30$0
Value of corrective distributions2011-11-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-11-30$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-11-30$0
2010 : HUNTINGTON BEACH DENTISTRY INC DEFINED BENEFIT PLAN AND TRUST 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-11-30$0

Form 5500 Responses for HUNTINGTON BEACH DENTISTRY INC DEFINED BENEFIT PLAN AND TRUST

2021: HUNTINGTON BEACH DENTISTRY INC DEFINED BENEFIT PLAN AND TRUST 2021 form 5500 responses
2021-12-01Type of plan entitySingle employer plan
2021-12-01Submission has been amendedNo
2021-12-01This submission is the final filingNo
2021-12-01This return/report is a short plan year return/report (less than 12 months)No
2021-12-01Plan is a collectively bargained planNo
2021-12-01Plan funding arrangement – InsuranceYes
2021-12-01Plan funding arrangement – TrustYes
2021-12-01Plan benefit arrangement – InsuranceYes
2021-12-01Plan benefit arrangement - TrustYes
2020: HUNTINGTON BEACH DENTISTRY INC DEFINED BENEFIT PLAN AND TRUST 2020 form 5500 responses
2020-12-01Type of plan entitySingle employer plan
2020-12-01Submission has been amendedNo
2020-12-01This submission is the final filingNo
2020-12-01This return/report is a short plan year return/report (less than 12 months)No
2020-12-01Plan is a collectively bargained planNo
2020-12-01Plan funding arrangement – InsuranceYes
2020-12-01Plan funding arrangement – TrustYes
2020-12-01Plan benefit arrangement – InsuranceYes
2020-12-01Plan benefit arrangement - TrustYes
2019: HUNTINGTON BEACH DENTISTRY INC DEFINED BENEFIT PLAN AND TRUST 2019 form 5500 responses
2019-12-01Type of plan entitySingle employer plan
2019-12-01Submission has been amendedNo
2019-12-01This submission is the final filingNo
2019-12-01This return/report is a short plan year return/report (less than 12 months)No
2019-12-01Plan is a collectively bargained planNo
2019-12-01Plan funding arrangement – InsuranceYes
2019-12-01Plan funding arrangement – TrustYes
2019-12-01Plan benefit arrangement – InsuranceYes
2019-12-01Plan benefit arrangement - TrustYes
2018: HUNTINGTON BEACH DENTISTRY INC DEFINED BENEFIT PLAN AND TRUST 2018 form 5500 responses
2018-12-01Type of plan entitySingle employer plan
2018-12-01Submission has been amendedNo
2018-12-01This submission is the final filingNo
2018-12-01This return/report is a short plan year return/report (less than 12 months)No
2018-12-01Plan is a collectively bargained planNo
2018-12-01Plan funding arrangement – InsuranceYes
2018-12-01Plan funding arrangement – TrustYes
2018-12-01Plan benefit arrangement – InsuranceYes
2018-12-01Plan benefit arrangement - TrustYes
2017: HUNTINGTON BEACH DENTISTRY INC DEFINED BENEFIT PLAN AND TRUST 2017 form 5500 responses
2017-12-01Type of plan entitySingle employer plan
2017-12-01Submission has been amendedNo
2017-12-01This submission is the final filingNo
2017-12-01This return/report is a short plan year return/report (less than 12 months)No
2017-12-01Plan is a collectively bargained planNo
2017-12-01Plan funding arrangement – InsuranceYes
2017-12-01Plan funding arrangement – TrustYes
2017-12-01Plan benefit arrangement – InsuranceYes
2017-12-01Plan benefit arrangement - TrustYes
2016: HUNTINGTON BEACH DENTISTRY INC DEFINED BENEFIT PLAN AND TRUST 2016 form 5500 responses
2016-12-01Type of plan entitySingle employer plan
2016-12-01Submission has been amendedNo
2016-12-01This submission is the final filingNo
2016-12-01This return/report is a short plan year return/report (less than 12 months)No
2016-12-01Plan is a collectively bargained planNo
2016-12-01Plan funding arrangement – InsuranceYes
2016-12-01Plan funding arrangement – TrustYes
2016-12-01Plan benefit arrangement – InsuranceYes
2016-12-01Plan benefit arrangement - TrustYes
2015: HUNTINGTON BEACH DENTISTRY INC DEFINED BENEFIT PLAN AND TRUST 2015 form 5500 responses
2015-12-01Type of plan entitySingle employer plan
2015-12-01Submission has been amendedNo
2015-12-01This submission is the final filingNo
2015-12-01This return/report is a short plan year return/report (less than 12 months)No
2015-12-01Plan is a collectively bargained planNo
2015-12-01Plan funding arrangement – InsuranceYes
2015-12-01Plan funding arrangement – TrustYes
2015-12-01Plan benefit arrangement – InsuranceYes
2015-12-01Plan benefit arrangement - TrustYes
2014: HUNTINGTON BEACH DENTISTRY INC DEFINED BENEFIT PLAN AND TRUST 2014 form 5500 responses
2014-12-01Type of plan entitySingle employer plan
2014-12-01Submission has been amendedNo
2014-12-01This submission is the final filingNo
2014-12-01This return/report is a short plan year return/report (less than 12 months)No
2014-12-01Plan is a collectively bargained planNo
2014-12-01Plan funding arrangement – InsuranceYes
2014-12-01Plan funding arrangement – TrustYes
2014-12-01Plan benefit arrangement – InsuranceYes
2014-12-01Plan benefit arrangement - TrustYes
2013: HUNTINGTON BEACH DENTISTRY INC DEFINED BENEFIT PLAN AND TRUST 2013 form 5500 responses
2013-12-01Type of plan entitySingle employer plan
2013-12-01Submission has been amendedNo
2013-12-01This submission is the final filingNo
2013-12-01This return/report is a short plan year return/report (less than 12 months)No
2013-12-01Plan is a collectively bargained planNo
2013-12-01Plan funding arrangement – InsuranceYes
2013-12-01Plan funding arrangement – TrustYes
2013-12-01Plan benefit arrangement – InsuranceYes
2013-12-01Plan benefit arrangement - TrustYes
2012: HUNTINGTON BEACH DENTISTRY INC DEFINED BENEFIT PLAN AND TRUST 2012 form 5500 responses
2012-12-01Type of plan entitySingle employer plan
2012-12-01Submission has been amendedNo
2012-12-01This submission is the final filingNo
2012-12-01This return/report is a short plan year return/report (less than 12 months)No
2012-12-01Plan is a collectively bargained planNo
2012-12-01Plan funding arrangement – InsuranceYes
2012-12-01Plan funding arrangement – TrustYes
2012-12-01Plan benefit arrangement – InsuranceYes
2012-12-01Plan benefit arrangement - TrustYes
2011: HUNTINGTON BEACH DENTISTRY INC DEFINED BENEFIT PLAN AND TRUST 2011 form 5500 responses
2011-12-01Type of plan entitySingle employer plan
2011-12-01Submission has been amendedNo
2011-12-01This submission is the final filingNo
2011-12-01This return/report is a short plan year return/report (less than 12 months)No
2011-12-01Plan is a collectively bargained planNo
2011-12-01Plan funding arrangement – InsuranceYes
2011-12-01Plan funding arrangement – TrustYes
2011-12-01Plan benefit arrangement – InsuranceYes
2011-12-01Plan benefit arrangement - TrustYes
2010: HUNTINGTON BEACH DENTISTRY INC DEFINED BENEFIT PLAN AND TRUST 2010 form 5500 responses
2010-12-01Type of plan entitySingle employer plan
2010-12-01Submission has been amendedNo
2010-12-01This submission is the final filingNo
2010-12-01This return/report is a short plan year return/report (less than 12 months)No
2010-12-01Plan is a collectively bargained planNo
2010-12-01Plan funding arrangement – InsuranceYes
2010-12-01Plan funding arrangement – TrustYes
2010-12-01Plan benefit arrangement – InsuranceYes
2010-12-01Plan benefit arrangement - TrustYes
2009: HUNTINGTON BEACH DENTISTRY INC DEFINED BENEFIT PLAN AND TRUST 2009 form 5500 responses
2009-12-01Type of plan entitySingle employer plan
2009-12-01Submission has been amendedNo
2009-12-01This submission is the final filingNo
2009-12-01This return/report is a short plan year return/report (less than 12 months)No
2009-12-01Plan is a collectively bargained planNo
2009-12-01Plan funding arrangement – InsuranceYes
2009-12-01Plan funding arrangement – TrustYes
2009-12-01Plan benefit arrangement – InsuranceYes
2009-12-01Plan benefit arrangement - TrustYes
2008: HUNTINGTON BEACH DENTISTRY INC DEFINED BENEFIT PLAN AND TRUST 2008 form 5500 responses
2008-12-01Type of plan entitySingle employer plan
2008-12-01Submission has been amendedNo
2008-12-01This submission is the final filingNo
2008-12-01This return/report is a short plan year return/report (less than 12 months)No
2008-12-01Plan is a collectively bargained planNo

Insurance Providers Used on plan

PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract numberE1176204
Policy instance 3
Insurance contract or identification numberE1176204
Number of Individuals Covered5
Insurance policy start date2021-12-01
Insurance policy end date2022-11-30
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?Yes
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
Other information about contractANNUITY
AMERITAS LIFE INSURANCE CORP. (National Association of Insurance Commissioners NAIC id number: 61301 )
Policy contract number4003185844
Policy instance 2
Insurance contract or identification number4003185844
Number of Individuals Covered1
Insurance policy start date2021-12-01
Insurance policy end date2022-11-30
Are there contracts with allocated funds for individual policies?1
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
SECURITY BENEFIT MUTUAL HOLDING COMPANY (National Association of Insurance Commissioners NAIC id number: 68675 )
Policy contract number2020017757
Policy instance 1
Insurance contract or identification number2020017757
Number of Individuals Covered5
Insurance policy start date2021-12-01
Insurance policy end date2022-11-30
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?Yes
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
Other information about contractVARIABLE ANNUITY
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract numberE1176204
Policy instance 3
Insurance contract or identification numberE1176204
Number of Individuals Covered5
Insurance policy start date2020-12-01
Insurance policy end date2021-11-30
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?Yes
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
Other information about contractANNUITY
AMERITAS LIFE INSURANCE CORP. (National Association of Insurance Commissioners NAIC id number: 61301 )
Policy contract number4003185844
Policy instance 2
Insurance contract or identification number4003185844
Number of Individuals Covered1
Insurance policy start date2020-12-01
Insurance policy end date2021-11-30
Are there contracts with allocated funds for individual policies?1
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
SECURITY BENEFIT MUTUAL HOLDING COMPANY (National Association of Insurance Commissioners NAIC id number: 68675 )
Policy contract number2020017757
Policy instance 1
Insurance contract or identification number2020017757
Number of Individuals Covered5
Insurance policy start date2020-12-01
Insurance policy end date2021-11-30
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?Yes
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
Other information about contractVARIABLE ANNUITY
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract numberE1176204
Policy instance 3
Insurance contract or identification numberE1176204
Number of Individuals Covered6
Insurance policy start date2019-12-01
Insurance policy end date2020-11-30
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?Yes
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
Other information about contractANNUITY
AMERITAS LIFE INSURANCE CORP. (National Association of Insurance Commissioners NAIC id number: 61301 )
Policy contract number4003185844
Policy instance 2
Insurance contract or identification number4003185844
Number of Individuals Covered1
Insurance policy start date2019-12-01
Insurance policy end date2020-11-30
Are there contracts with allocated funds for individual policies?1
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
SECURITY BENEFIT MUTUAL HOLDING COMPANY (National Association of Insurance Commissioners NAIC id number: 68675 )
Policy contract number2020017757
Policy instance 1
Insurance contract or identification number2020017757
Number of Individuals Covered6
Insurance policy start date2019-12-01
Insurance policy end date2020-11-30
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?Yes
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
Other information about contractVARIABLE ANNUITY
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract numberE1176204
Policy instance 3
Insurance contract or identification numberE1176204
Number of Individuals Covered6
Insurance policy start date2018-12-01
Insurance policy end date2019-11-30
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?Yes
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
Other information about contractANNUITY
AMERITAS LIFE INSURANCE CORP. (National Association of Insurance Commissioners NAIC id number: 61301 )
Policy contract number4003185844
Policy instance 2
Insurance contract or identification number4003185844
Number of Individuals Covered1
Insurance policy start date2018-12-01
Insurance policy end date2019-11-30
Are there contracts with allocated funds for individual policies?1
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
SECURITY BENEFIT MUTUAL HOLDING COMPANY (National Association of Insurance Commissioners NAIC id number: 68675 )
Policy contract number2020017757
Policy instance 1
Insurance contract or identification number2020017757
Number of Individuals Covered6
Insurance policy start date2018-12-01
Insurance policy end date2019-11-30
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?Yes
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
Other information about contractVARIABLE ANNUITY
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract numberE1176204
Policy instance 3
Insurance contract or identification numberE1176204
Number of Individuals Covered8
Insurance policy start date2017-12-01
Insurance policy end date2018-11-30
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?Yes
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
Other information about contractANNUITY
SECURITY BENEFIT MUTUAL HOLDING COMPANY (National Association of Insurance Commissioners NAIC id number: 68675 )
Policy contract number2020017757
Policy instance 1
Insurance contract or identification number2020017757
Number of Individuals Covered8
Insurance policy start date2017-12-01
Insurance policy end date2018-11-30
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?Yes
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
Other information about contractVARIABLE ANNUITY
AMERITAS LIFE INSURANCE CORP. (National Association of Insurance Commissioners NAIC id number: 61301 )
Policy contract number4003185844
Policy instance 2
Insurance contract or identification number4003185844
Number of Individuals Covered1
Insurance policy start date2017-12-01
Insurance policy end date2018-11-30
Are there contracts with allocated funds for individual policies?1
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

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