M & J EXCAVATING SERVICES, LTD. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan M & J EXCAVATING SERVICES, LTD. SIMPLE 401(K) PLAN
401k plan membership statisitcs for M & J EXCAVATING SERVICES, LTD. SIMPLE 401(K) PLAN
| Measure | Date | Value |
|---|
| 2008: M & J EXCAVATING SERVICES, LTD. SIMPLE 401(K) PLAN 2008 401k membership |
|---|
| Total participants, beginning-of-year | 2008-01-01 | 5 |
| Total number of active participants reported on line 7a of the Form 5500 | 2008-01-01 | 5 |
| Number of retired or separated participants receiving benefits | 2008-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2008-01-01 | 0 |
| Total of all active and inactive participants | 2008-01-01 | 5 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2008-01-01 | 0 |
| Total participants | 2008-01-01 | 5 |
| Number of participants with account balances | 2008-01-01 | 5 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2008-01-01 | 0 |
| 2007: M & J EXCAVATING SERVICES, LTD. SIMPLE 401(K) PLAN 2007 401k membership |
|---|
| Total participants, beginning-of-year | 2007-01-01 | 5 |
| Total number of active participants reported on line 7a of the Form 5500 | 2007-01-01 | 5 |
| Number of retired or separated participants receiving benefits | 2007-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2007-01-01 | 0 |
| Total of all active and inactive participants | 2007-01-01 | 5 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2007-01-01 | 0 |
| Total participants | 2007-01-01 | 5 |
| Number of participants with account balances | 2007-01-01 | 5 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2007-01-01 | 0 |
| 2006: M & J EXCAVATING SERVICES, LTD. SIMPLE 401(K) PLAN 2006 401k membership |
|---|
| Total participants, beginning-of-year | 2006-01-01 | 6 |
| Total number of active participants reported on line 7a of the Form 5500 | 2006-01-01 | 5 |
| Number of retired or separated participants receiving benefits | 2006-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2006-01-01 | 0 |
| Total of all active and inactive participants | 2006-01-01 | 5 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2006-01-01 | 0 |
| Total participants | 2006-01-01 | 5 |
| Number of participants with account balances | 2006-01-01 | 5 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2006-01-01 | 0 |
| 2005: M & J EXCAVATING SERVICES, LTD. SIMPLE 401(K) PLAN 2005 401k membership |
|---|
| Total participants, beginning-of-year | 2005-01-01 | 7 |
| Total number of active participants reported on line 7a of the Form 5500 | 2005-01-01 | 6 |
| Number of retired or separated participants receiving benefits | 2005-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2005-01-01 | 0 |
| Total of all active and inactive participants | 2005-01-01 | 6 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2005-01-01 | 0 |
| Total participants | 2005-01-01 | 6 |
| Number of participants with account balances | 2005-01-01 | 6 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2005-01-01 | 0 |
| 2004: M & J EXCAVATING SERVICES, LTD. SIMPLE 401(K) PLAN 2004 401k membership |
|---|
| Total participants, beginning-of-year | 2004-01-01 | 7 |
| Total number of active participants reported on line 7a of the Form 5500 | 2004-01-01 | 6 |
| Number of retired or separated participants receiving benefits | 2004-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2004-01-01 | 0 |
| Total of all active and inactive participants | 2004-01-01 | 6 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2004-01-01 | 0 |
| Total participants | 2004-01-01 | 6 |
| Number of participants with account balances | 2004-01-01 | 6 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2004-01-01 | 0 |
| 2003: M & J EXCAVATING SERVICES, LTD. SIMPLE 401(K) PLAN 2003 401k membership |
|---|
| Total participants, beginning-of-year | 2003-01-01 | 6 |
| Total number of active participants reported on line 7a of the Form 5500 | 2003-01-01 | 5 |
| Number of retired or separated participants receiving benefits | 2003-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2003-01-01 | 0 |
| Total of all active and inactive participants | 2003-01-01 | 5 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2003-01-01 | 0 |
| Total participants | 2003-01-01 | 5 |
| Number of participants with account balances | 2003-01-01 | 5 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2003-01-01 | 0 |
| 2002: M & J EXCAVATING SERVICES, LTD. SIMPLE 401(K) PLAN 2002 401k membership |
|---|
| Total participants, beginning-of-year | 2002-01-01 | 7 |
| Total number of active participants reported on line 7a of the Form 5500 | 2002-01-01 | 6 |
| Number of retired or separated participants receiving benefits | 2002-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2002-01-01 | 0 |
| Total of all active and inactive participants | 2002-01-01 | 6 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2002-01-01 | 0 |
| Total participants | 2002-01-01 | 6 |
| Number of participants with account balances | 2002-01-01 | 6 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2002-01-01 | 0 |
| 2001: M & J EXCAVATING SERVICES, LTD. SIMPLE 401(K) PLAN 2001 401k membership |
|---|
| Total participants, beginning-of-year | 2001-01-01 | 7 |
| Total number of active participants reported on line 7a of the Form 5500 | 2001-01-01 | 7 |
| Number of retired or separated participants receiving benefits | 2001-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2001-01-01 | 0 |
| Total of all active and inactive participants | 2001-01-01 | 7 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2001-01-01 | 0 |
| Total participants | 2001-01-01 | 7 |
| Number of participants with account balances | 2001-01-01 | 7 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2001-01-01 | 0 |
| 2000: M & J EXCAVATING SERVICES, LTD. SIMPLE 401(K) PLAN 2000 401k membership |
|---|
| Total participants, beginning-of-year | 2000-01-01 | 7 |
| Total number of active participants reported on line 7a of the Form 5500 | 2000-01-01 | 7 |
| Number of retired or separated participants receiving benefits | 2000-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2000-01-01 | 0 |
| Total of all active and inactive participants | 2000-01-01 | 7 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2000-01-01 | 0 |
| Total participants | 2000-01-01 | 7 |
| Number of participants with account balances | 2000-01-01 | 7 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2000-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2008 : M & J EXCAVATING SERVICES, LTD. SIMPLE 401(K) PLAN 2008 401k financial data |
|---|
| Total income from all sources | 2008-12-31 | $-24,272 |
| Expenses. Total of all expenses incurred | 2008-12-31 | $0 |
| Benefits paid (including direct rollovers) | 2008-12-31 | $0 |
| Total plan assets at end of year | 2008-12-31 | $45,606 |
| Total plan assets at beginning of year | 2008-12-31 | $69,878 |
| Total contributions received or receivable from participants | 2008-12-31 | $4,436 |
| Other income received | 2008-12-31 | $-33,144 |
| Net income (gross income less expenses) | 2008-12-31 | $-24,272 |
| Net plan assets at end of year (total assets less liabilities) | 2008-12-31 | $45,606 |
| Net plan assets at beginning of year (total assets less liabilities) | 2008-12-31 | $69,878 |
| Total contributions received or receivable from employer(s) | 2008-12-31 | $4,436 |
| 2007 : M & J EXCAVATING SERVICES, LTD. SIMPLE 401(K) PLAN 2007 401k financial data |
|---|
| Total income from all sources | 2007-12-31 | $11,961 |
| Expenses. Total of all expenses incurred | 2007-12-31 | $0 |
| Benefits paid (including direct rollovers) | 2007-12-31 | $0 |
| Total plan assets at end of year | 2007-12-31 | $69,878 |
| Total plan assets at beginning of year | 2007-12-31 | $57,917 |
| Total contributions received or receivable from participants | 2007-12-31 | $4,084 |
| Other income received | 2007-12-31 | $3,792 |
| Net income (gross income less expenses) | 2007-12-31 | $11,961 |
| Net plan assets at end of year (total assets less liabilities) | 2007-12-31 | $69,878 |
| Net plan assets at beginning of year (total assets less liabilities) | 2007-12-31 | $57,917 |
| Total contributions received or receivable from employer(s) | 2007-12-31 | $4,085 |
| 2006 : M & J EXCAVATING SERVICES, LTD. SIMPLE 401(K) PLAN 2006 401k financial data |
|---|
| Total income from all sources | 2006-12-31 | $12,609 |
| Expenses. Total of all expenses incurred | 2006-12-31 | $1,462 |
| Benefits paid (including direct rollovers) | 2006-12-31 | $1,462 |
| Total plan assets at end of year | 2006-12-31 | $57,917 |
| Total plan assets at beginning of year | 2006-12-31 | $46,770 |
| Total contributions received or receivable from participants | 2006-12-31 | $3,611 |
| Other income received | 2006-12-31 | $5,387 |
| Net income (gross income less expenses) | 2006-12-31 | $11,147 |
| Net plan assets at end of year (total assets less liabilities) | 2006-12-31 | $57,917 |
| Net plan assets at beginning of year (total assets less liabilities) | 2006-12-31 | $46,770 |
| Total contributions received or receivable from employer(s) | 2006-12-31 | $3,611 |
| 2005 : M & J EXCAVATING SERVICES, LTD. SIMPLE 401(K) PLAN 2005 401k financial data |
|---|
| Total income from all sources | 2005-12-31 | $13,253 |
| Expenses. Total of all expenses incurred | 2005-12-31 | $0 |
| Total plan assets at end of year | 2005-12-31 | $46,770 |
| Total plan assets at beginning of year | 2005-12-31 | $33,517 |
| Total contributions received or receivable from participants | 2005-12-31 | $4,267 |
| Other income received | 2005-12-31 | $4,719 |
| Net income (gross income less expenses) | 2005-12-31 | $13,253 |
| Net plan assets at end of year (total assets less liabilities) | 2005-12-31 | $46,770 |
| Net plan assets at beginning of year (total assets less liabilities) | 2005-12-31 | $33,517 |
| Total contributions received or receivable from employer(s) | 2005-12-31 | $4,267 |
| 2004 : M & J EXCAVATING SERVICES, LTD. SIMPLE 401(K) PLAN 2004 401k financial data |
|---|
| Total income from all sources | 2004-12-31 | $12,821 |
| Expenses. Total of all expenses incurred | 2004-12-31 | $0 |
| Total plan assets at end of year | 2004-12-31 | $33,517 |
| Total plan assets at beginning of year | 2004-12-31 | $20,696 |
| Total contributions received or receivable from participants | 2004-12-31 | $4,919 |
| Other income received | 2004-12-31 | $3,193 |
| Net income (gross income less expenses) | 2004-12-31 | $12,821 |
| Net plan assets at end of year (total assets less liabilities) | 2004-12-31 | $33,517 |
| Net plan assets at beginning of year (total assets less liabilities) | 2004-12-31 | $20,696 |
| Total contributions received or receivable from employer(s) | 2004-12-31 | $4,709 |
| 2003 : M & J EXCAVATING SERVICES, LTD. SIMPLE 401(K) PLAN 2003 401k financial data |
|---|
| Total income from all sources | 2003-12-31 | $13,200 |
| Expenses. Total of all expenses incurred | 2003-12-31 | $4,397 |
| Benefits paid (including direct rollovers) | 2003-12-31 | $4,397 |
| Total plan assets at end of year | 2003-12-31 | $20,696 |
| Total plan assets at beginning of year | 2003-12-31 | $11,893 |
| Total contributions received or receivable from participants | 2003-12-31 | $3,929 |
| Other income received | 2003-12-31 | $5,342 |
| Net income (gross income less expenses) | 2003-12-31 | $8,803 |
| Net plan assets at end of year (total assets less liabilities) | 2003-12-31 | $20,696 |
| Net plan assets at beginning of year (total assets less liabilities) | 2003-12-31 | $11,893 |
| Total contributions received or receivable from employer(s) | 2003-12-31 | $3,929 |
| 2002 : M & J EXCAVATING SERVICES, LTD. SIMPLE 401(K) PLAN 2002 401k financial data |
|---|
| Total income from all sources | 2002-12-31 | $-2,768 |
| Expenses. Total of all expenses incurred | 2002-12-31 | $6,544 |
| Benefits paid (including direct rollovers) | 2002-12-31 | $6,544 |
| Total plan assets at end of year | 2002-12-31 | $11,893 |
| Total plan assets at beginning of year | 2002-12-31 | $21,205 |
| Other income received | 2002-12-31 | $-2,768 |
| Net income (gross income less expenses) | 2002-12-31 | $-9,312 |
| Net plan assets at end of year (total assets less liabilities) | 2002-12-31 | $11,893 |
| Net plan assets at beginning of year (total assets less liabilities) | 2002-12-31 | $21,205 |
| 2001 : M & J EXCAVATING SERVICES, LTD. SIMPLE 401(K) PLAN 2001 401k financial data |
|---|
| Total income from all sources | 2001-12-31 | $-1,943 |
| Expenses. Total of all expenses incurred | 2001-12-31 | $5,766 |
| Benefits paid (including direct rollovers) | 2001-12-31 | $5,766 |
| Total plan assets at end of year | 2001-12-31 | $21,205 |
| Total plan assets at beginning of year | 2001-12-31 | $28,914 |
| Other income received | 2001-12-31 | $-1,943 |
| Net income (gross income less expenses) | 2001-12-31 | $-7,709 |
| Net plan assets at end of year (total assets less liabilities) | 2001-12-31 | $21,205 |
| Net plan assets at beginning of year (total assets less liabilities) | 2001-12-31 | $28,914 |
| 2000 : M & J EXCAVATING SERVICES, LTD. SIMPLE 401(K) PLAN 2000 401k financial data |
|---|
| Total income from all sources | 2000-12-31 | $1,763 |
| Expenses. Total of all expenses incurred | 2000-12-31 | $0 |
| Total plan assets at end of year | 2000-12-31 | $28,914 |
| Total plan assets at beginning of year | 2000-12-31 | $27,151 |
| Total contributions received or receivable from participants | 2000-12-31 | $2,958 |
| Other income received | 2000-12-31 | $-4,153 |
| Net income (gross income less expenses) | 2000-12-31 | $1,763 |
| Net plan assets at end of year (total assets less liabilities) | 2000-12-31 | $28,914 |
| Net plan assets at beginning of year (total assets less liabilities) | 2000-12-31 | $27,151 |
| Total contributions received or receivable from employer(s) | 2000-12-31 | $2,958 |
| 2008: M & J EXCAVATING SERVICES, LTD. SIMPLE 401(K) PLAN 2008 form 5500 responses |
|---|
| 2008-01-01 | Type of plan entity | Single employer plan |
| 2008-01-01 | Submission has been amended | No |
| 2008-01-01 | This submission is the final filing | No |
| 2008-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2008-01-01 | Plan is a collectively bargained plan | No |
| 2008-01-01 | Plan funding arrangement – Insurance | Yes |
| 2008-01-01 | Plan funding arrangement – Trust | Yes |
| 2008-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2008-01-01 | Plan benefit arrangement - Trust | Yes |
| 2007: M & J EXCAVATING SERVICES, LTD. SIMPLE 401(K) PLAN 2007 form 5500 responses |
|---|
| 2007-01-01 | Type of plan entity | Single employer plan |
| 2007-01-01 | Submission has been amended | No |
| 2007-01-01 | This submission is the final filing | No |
| 2007-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2007-01-01 | Plan is a collectively bargained plan | No |
| 2007-01-01 | Plan funding arrangement – Insurance | Yes |
| 2007-01-01 | Plan funding arrangement – Trust | Yes |
| 2007-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2007-01-01 | Plan benefit arrangement - Trust | Yes |
| 2006: M & J EXCAVATING SERVICES, LTD. SIMPLE 401(K) PLAN 2006 form 5500 responses |
|---|
| 2006-01-01 | Type of plan entity | Single employer plan |
| 2006-01-01 | Submission has been amended | No |
| 2006-01-01 | This submission is the final filing | No |
| 2006-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2006-01-01 | Plan is a collectively bargained plan | No |
| 2006-01-01 | Plan funding arrangement – Insurance | Yes |
| 2006-01-01 | Plan funding arrangement – Trust | Yes |
| 2006-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2006-01-01 | Plan benefit arrangement - Trust | Yes |
| 2005: M & J EXCAVATING SERVICES, LTD. SIMPLE 401(K) PLAN 2005 form 5500 responses |
|---|
| 2005-01-01 | Type of plan entity | Single employer plan |
| 2005-01-01 | Submission has been amended | No |
| 2005-01-01 | This submission is the final filing | No |
| 2005-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2005-01-01 | Plan is a collectively bargained plan | No |
| 2005-01-01 | Plan funding arrangement – Insurance | Yes |
| 2005-01-01 | Plan funding arrangement – Trust | Yes |
| 2005-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2005-01-01 | Plan benefit arrangement - Trust | Yes |
| 2004: M & J EXCAVATING SERVICES, LTD. SIMPLE 401(K) PLAN 2004 form 5500 responses |
|---|
| 2004-01-01 | Type of plan entity | Single employer plan |
| 2004-01-01 | Submission has been amended | No |
| 2004-01-01 | This submission is the final filing | No |
| 2004-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2004-01-01 | Plan is a collectively bargained plan | No |
| 2004-01-01 | Plan funding arrangement – Insurance | Yes |
| 2004-01-01 | Plan funding arrangement – Trust | Yes |
| 2004-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2004-01-01 | Plan benefit arrangement - Trust | Yes |
| 2003: M & J EXCAVATING SERVICES, LTD. SIMPLE 401(K) PLAN 2003 form 5500 responses |
|---|
| 2003-01-01 | Type of plan entity | Single employer plan |
| 2003-01-01 | Submission has been amended | No |
| 2003-01-01 | This submission is the final filing | No |
| 2003-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2003-01-01 | Plan is a collectively bargained plan | No |
| 2003-01-01 | Plan funding arrangement – Insurance | Yes |
| 2003-01-01 | Plan funding arrangement – Trust | Yes |
| 2003-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2003-01-01 | Plan benefit arrangement - Trust | Yes |
| 2002: M & J EXCAVATING SERVICES, LTD. SIMPLE 401(K) PLAN 2002 form 5500 responses |
|---|
| 2002-01-01 | Type of plan entity | Single employer plan |
| 2002-01-01 | Submission has been amended | No |
| 2002-01-01 | This submission is the final filing | No |
| 2002-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2002-01-01 | Plan is a collectively bargained plan | No |
| 2002-01-01 | Plan funding arrangement – Insurance | Yes |
| 2002-01-01 | Plan funding arrangement – Trust | Yes |
| 2002-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2002-01-01 | Plan benefit arrangement - Trust | Yes |
| 2001: M & J EXCAVATING SERVICES, LTD. SIMPLE 401(K) PLAN 2001 form 5500 responses |
|---|
| 2001-01-01 | Type of plan entity | Single employer plan |
| 2001-01-01 | Submission has been amended | No |
| 2001-01-01 | This submission is the final filing | No |
| 2001-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2001-01-01 | Plan is a collectively bargained plan | No |
| 2001-01-01 | Plan funding arrangement – Insurance | Yes |
| 2001-01-01 | Plan funding arrangement – Trust | Yes |
| 2001-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2001-01-01 | Plan benefit arrangement - Trust | Yes |
| 2000: M & J EXCAVATING SERVICES, LTD. SIMPLE 401(K) PLAN 2000 form 5500 responses |
|---|
| 2000-01-01 | Type of plan entity | Single employer plan |
| 2000-01-01 | Submission has been amended | No |
| 2000-01-01 | This submission is the final filing | No |
| 2000-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2000-01-01 | Plan is a collectively bargained plan | No |
| 2000-01-01 | Plan funding arrangement – Insurance | Yes |
| 2000-01-01 | Plan funding arrangement – Trust | Yes |
| 2000-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2000-01-01 | Plan benefit arrangement - Trust | Yes |
| THE OHIO NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67172 ) |
| Policy contract number | GP8113 |
| Policy instance | 1 |
| Insurance contract or identification number | GP8113 | | Number of Individuals Covered | 5 | | Insurance policy start date | 2008-01-01 | | Insurance policy end date | 2008-12-31 | | Total amount of commissions paid to insurance broker | USD $342 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $342 | | Insurance broker organization code? | 3 | | Insurance broker name | CHRIS HENSEL |
|
| THE OHIO NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67172 ) |
| Policy contract number | GP8113 |
| Policy instance | 1 |
| Insurance contract or identification number | GP8113 | | Number of Individuals Covered | 5 | | Insurance policy start date | 2007-01-01 | | Insurance policy end date | 2007-12-31 | | Total amount of commissions paid to insurance broker | USD $524 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $524 | | Insurance broker organization code? | 3 | | Insurance broker name | CHRIS HENSEL |
|
| THE OHIO NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67172 ) |
| Policy contract number | GP8113 |
| Policy instance | 1 |
| Insurance contract or identification number | GP8113 | | Number of Individuals Covered | 5 | | Insurance policy start date | 2006-01-01 | | Insurance policy end date | 2006-12-31 | | Total amount of commissions paid to insurance broker | USD $530 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $530 | | Insurance broker organization code? | 3 | | Insurance broker name | CHRIS HENSEL |
|
| THE OHIO NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67172 ) |
| Policy contract number | GP8113 |
| Policy instance | 1 |
| Insurance contract or identification number | GP8113 | | Number of Individuals Covered | 6 | | Insurance policy start date | 2005-01-01 | | Insurance policy end date | 2005-12-31 | | Total amount of commissions paid to insurance broker | USD $450 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $450 | | Insurance broker organization code? | 3 | | Insurance broker name | CHRIS HENSEL |
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| THE OHIO NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67172 ) |
| Policy contract number | GP8113 |
| Policy instance | 1 |
| Insurance contract or identification number | GP8113 | | Number of Individuals Covered | 6 | | Insurance policy start date | 2004-01-01 | | Insurance policy end date | 2004-12-31 | | Total amount of commissions paid to insurance broker | USD $322 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $322 | | Insurance broker organization code? | 3 | | Insurance broker name | CHRIS HENSEL |
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| THE OHIO NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67172 ) |
| Policy contract number | GP8113 |
| Policy instance | 1 |
| Insurance contract or identification number | GP8113 | | Number of Individuals Covered | 5 | | Insurance policy start date | 2003-01-01 | | Insurance policy end date | 2003-12-31 | | Total amount of commissions paid to insurance broker | USD $199 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $199 | | Insurance broker organization code? | 3 | | Insurance broker name | CHRIS HENSEL |
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| THE OHIO NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67172 ) |
| Policy contract number | GP8113 |
| Policy instance | 1 |
| Insurance contract or identification number | GP8113 | | Number of Individuals Covered | 6 | | Insurance policy start date | 2002-01-01 | | Insurance policy end date | 2002-12-31 | | Total amount of commissions paid to insurance broker | USD $114 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Commission paid to Insurance Broker | USD $114 | | Insurance broker organization code? | 3 | | Insurance broker name | CHRIS HENSEL |
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| THE OHIO NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67172 ) |
| Policy contract number | GP8113 |
| Policy instance | 1 |
| Insurance contract or identification number | GP8113 | | Number of Individuals Covered | 7 | | Insurance policy start date | 2001-01-01 | | Insurance policy end date | 2001-12-31 | | Total amount of commissions paid to insurance broker | USD $204 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $204 | | Insurance broker organization code? | 3 | | Insurance broker name | CHRIS HENSEL |
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| THE OHIO NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67172 ) |
| Policy contract number | GP8113 |
| Policy instance | 1 |
| Insurance contract or identification number | GP8113 | | Number of Individuals Covered | 7 | | Insurance policy start date | 2000-01-01 | | Insurance policy end date | 2000-12-31 | | Total amount of commissions paid to insurance broker | USD $278 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $278 | | Insurance broker organization code? | 3 | | Insurance broker name | CHRIS HENSEL |
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