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SILVER LAKE MANAGEMENT INC 401(K) PLAN 401k Plan overview

Plan NameSILVER LAKE MANAGEMENT INC 401(K) PLAN
Plan identification number 001

SILVER LAKE MANAGEMENT INC 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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

SILVER LAKE MANAGEMENT COMPANY has sponsored the creation of one or more 401k plans.

Company Name:SILVER LAKE MANAGEMENT COMPANY
Employer identification number (EIN):383090358
NAIC Classification:713100
NAIC Description: Amusement Parks and Arcades

Additional information about SILVER LAKE MANAGEMENT COMPANY

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number: 3027490

More information about SILVER LAKE MANAGEMENT COMPANY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SILVER LAKE MANAGEMENT INC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01JON DALY
0012016-01-01JON DALY
0012015-01-01JON DALY
0012014-01-01JON DALY
0012013-01-01JON DALY
0012012-01-01JON DALY
0012011-01-01JON DALY
0012009-01-01JON DALY

Plan Statistics for SILVER LAKE MANAGEMENT INC 401(K) PLAN

401k plan membership statisitcs for SILVER LAKE MANAGEMENT INC 401(K) PLAN

Measure Date Value
2021: SILVER LAKE MANAGEMENT INC 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0120
Total number of active participants reported on line 7a of the Form 55002021-01-0118
Number of retired or separated participants receiving benefits2021-01-011
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-0119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-0119
Number of participants with account balances2021-01-0118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: SILVER LAKE MANAGEMENT INC 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0118
Total number of active participants reported on line 7a of the Form 55002020-01-0119
Number of retired or separated participants receiving benefits2020-01-011
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-0120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0120
Number of participants with account balances2020-01-0120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: SILVER LAKE MANAGEMENT INC 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0119
Total number of active participants reported on line 7a of the Form 55002019-01-0118
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-0118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0118
Number of participants with account balances2019-01-0118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: SILVER LAKE MANAGEMENT INC 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0120
Total number of active participants reported on line 7a of the Form 55002018-01-0119
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-0119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0119
Number of participants with account balances2018-01-0119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: SILVER LAKE MANAGEMENT INC 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0115
Total number of active participants reported on line 7a of the Form 55002017-01-0120
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-0120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0120
Number of participants with account balances2017-01-0120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: SILVER LAKE MANAGEMENT INC 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0117
Total number of active participants reported on line 7a of the Form 55002016-01-0115
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-0115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0115
Number of participants with account balances2016-01-0115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: SILVER LAKE MANAGEMENT INC 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0118
Total number of active participants reported on line 7a of the Form 55002015-01-0116
Number of retired or separated participants receiving benefits2015-01-011
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-0117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0117
Number of participants with account balances2015-01-0117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: SILVER LAKE MANAGEMENT INC 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0118
Total number of active participants reported on line 7a of the Form 55002014-01-0117
Number of retired or separated participants receiving benefits2014-01-011
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-0118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0118
Number of participants with account balances2014-01-0118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: SILVER LAKE MANAGEMENT INC 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0117
Total number of active participants reported on line 7a of the Form 55002013-01-0117
Number of retired or separated participants receiving benefits2013-01-011
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-0118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0118
Number of participants with account balances2013-01-0118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: SILVER LAKE MANAGEMENT INC 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0115
Total number of active participants reported on line 7a of the Form 55002012-01-0116
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-011
Total of all active and inactive participants2012-01-0117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0117
Number of participants with account balances2012-01-0117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: SILVER LAKE MANAGEMENT INC 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0112
Total number of active participants reported on line 7a of the Form 55002011-01-0113
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-012
Total of all active and inactive participants2011-01-0115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0115
Number of participants with account balances2011-01-0115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: SILVER LAKE MANAGEMENT INC 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0113
Total number of active participants reported on line 7a of the Form 55002009-01-0110
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-013
Total of all active and inactive participants2009-01-0113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0113
Number of participants with account balances2009-01-0113

Financial Data on SILVER LAKE MANAGEMENT INC 401(K) PLAN

Measure Date Value
2021 : SILVER LAKE MANAGEMENT INC 401(K) PLAN 2021 401k financial data
Total income from all sources2021-12-31$411,315
Expenses. Total of all expenses incurred2021-12-31$14,375
Benefits paid (including direct rollovers)2021-12-31$1,260
Total plan assets at end of year2021-12-31$2,733,650
Total plan assets at beginning of year2021-12-31$2,336,710
Value of fidelity bond covering the plan2021-12-31$280,000
Total contributions received or receivable from participants2021-12-31$66,644
Other income received2021-12-31$292,992
Net income (gross income less expenses)2021-12-31$396,940
Net plan assets at end of year (total assets less liabilities)2021-12-31$2,733,650
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$2,336,710
Total contributions received or receivable from employer(s)2021-12-31$51,679
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$13,115
2020 : SILVER LAKE MANAGEMENT INC 401(K) PLAN 2020 401k financial data
Total income from all sources2020-12-31$444,402
Expenses. Total of all expenses incurred2020-12-31$51,073
Benefits paid (including direct rollovers)2020-12-31$40,000
Total plan assets at end of year2020-12-31$2,336,710
Total plan assets at beginning of year2020-12-31$1,943,381
Value of fidelity bond covering the plan2020-12-31$230,000
Total contributions received or receivable from participants2020-12-31$67,539
Other income received2020-12-31$329,738
Net income (gross income less expenses)2020-12-31$393,329
Net plan assets at end of year (total assets less liabilities)2020-12-31$2,336,710
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$1,943,381
Total contributions received or receivable from employer(s)2020-12-31$47,125
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$11,073
2019 : SILVER LAKE MANAGEMENT INC 401(K) PLAN 2019 401k financial data
Total income from all sources2019-12-31$209,429
Expenses. Total of all expenses incurred2019-12-31$5,377
Total plan assets at end of year2019-12-31$1,943,381
Total plan assets at beginning of year2019-12-31$1,739,329
Value of fidelity bond covering the plan2019-12-31$170,000
Total contributions received or receivable from participants2019-12-31$68,514
Other income received2019-12-31$85,759
Net income (gross income less expenses)2019-12-31$204,052
Net plan assets at end of year (total assets less liabilities)2019-12-31$1,943,381
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$1,739,329
Total contributions received or receivable from employer(s)2019-12-31$55,156
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$5,377
2018 : SILVER LAKE MANAGEMENT INC 401(K) PLAN 2018 401k financial data
Total income from all sources2018-12-31$63,834
Expenses. Total of all expenses incurred2018-12-31$5,400
Total plan assets at end of year2018-12-31$1,739,329
Total plan assets at beginning of year2018-12-31$1,680,895
Value of fidelity bond covering the plan2018-12-31$180,000
Total contributions received or receivable from participants2018-12-31$68,163
Other income received2018-12-31$-53,126
Net income (gross income less expenses)2018-12-31$58,434
Net plan assets at end of year (total assets less liabilities)2018-12-31$1,739,329
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$1,680,895
Total contributions received or receivable from employer(s)2018-12-31$48,797
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$5,400
2017 : SILVER LAKE MANAGEMENT INC 401(K) PLAN 2017 401k financial data
Total income from all sources2017-12-31$215,413
Total plan assets at end of year2017-12-31$1,680,895
Total plan assets at beginning of year2017-12-31$1,465,482
Value of fidelity bond covering the plan2017-12-31$180,000
Total contributions received or receivable from participants2017-12-31$70,806
Other income received2017-12-31$97,269
Net income (gross income less expenses)2017-12-31$215,413
Net plan assets at end of year (total assets less liabilities)2017-12-31$1,680,895
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$1,465,482
Total contributions received or receivable from employer(s)2017-12-31$47,338
2016 : SILVER LAKE MANAGEMENT INC 401(K) PLAN 2016 401k financial data
Total income from all sources2016-12-31$170,096
Expenses. Total of all expenses incurred2016-12-31$20,611
Benefits paid (including direct rollovers)2016-12-31$20,611
Total plan assets at end of year2016-12-31$1,465,482
Total plan assets at beginning of year2016-12-31$1,315,997
Value of fidelity bond covering the plan2016-12-31$150,000
Total contributions received or receivable from participants2016-12-31$70,051
Other income received2016-12-31$56,400
Net income (gross income less expenses)2016-12-31$149,485
Net plan assets at end of year (total assets less liabilities)2016-12-31$1,465,482
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$1,315,997
Total contributions received or receivable from employer(s)2016-12-31$43,645
2015 : SILVER LAKE MANAGEMENT INC 401(K) PLAN 2015 401k financial data
Total income from all sources2015-12-31$83,905
Expenses. Total of all expenses incurred2015-12-31$1,375
Benefits paid (including direct rollovers)2015-12-31$1,375
Total plan assets at end of year2015-12-31$1,315,997
Total plan assets at beginning of year2015-12-31$1,233,467
Value of fidelity bond covering the plan2015-12-31$150,000
Total contributions received or receivable from participants2015-12-31$66,908
Other income received2015-12-31$-22,792
Net income (gross income less expenses)2015-12-31$82,530
Net plan assets at end of year (total assets less liabilities)2015-12-31$1,315,997
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$1,233,467
Total contributions received or receivable from employer(s)2015-12-31$39,789
2014 : SILVER LAKE MANAGEMENT INC 401(K) PLAN 2014 401k financial data
Total income from all sources2014-12-31$190,612
Expenses. Total of all expenses incurred2014-12-31$1,350
Benefits paid (including direct rollovers)2014-12-31$1,350
Total plan assets at end of year2014-12-31$1,233,467
Total plan assets at beginning of year2014-12-31$1,044,205
Value of fidelity bond covering the plan2014-12-31$100,000
Total contributions received or receivable from participants2014-12-31$64,750
Other income received2014-12-31$86,920
Net income (gross income less expenses)2014-12-31$189,262
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,233,467
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,044,205
Total contributions received or receivable from employer(s)2014-12-31$38,942
2013 : SILVER LAKE MANAGEMENT INC 401(K) PLAN 2013 401k financial data
Total income from all sources2013-12-31$286,894
Expenses. Total of all expenses incurred2013-12-31$1,300
Benefits paid (including direct rollovers)2013-12-31$1,300
Total plan assets at end of year2013-12-31$1,044,205
Total plan assets at beginning of year2013-12-31$758,611
Value of fidelity bond covering the plan2013-12-31$100,000
Total contributions received or receivable from participants2013-12-31$65,100
Other income received2013-12-31$183,796
Net income (gross income less expenses)2013-12-31$285,594
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,044,205
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$758,611
Total contributions received or receivable from employer(s)2013-12-31$37,998
2012 : SILVER LAKE MANAGEMENT INC 401(K) PLAN 2012 401k financial data
Total income from all sources2012-12-31$197,491
Expenses. Total of all expenses incurred2012-12-31$49,928
Benefits paid (including direct rollovers)2012-12-31$49,928
Total plan assets at end of year2012-12-31$758,611
Total plan assets at beginning of year2012-12-31$611,048
Value of fidelity bond covering the plan2012-12-31$12,500
Total contributions received or receivable from participants2012-12-31$59,223
Other income received2012-12-31$98,989
Net income (gross income less expenses)2012-12-31$147,563
Net plan assets at end of year (total assets less liabilities)2012-12-31$758,611
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$611,048
Total contributions received or receivable from employer(s)2012-12-31$39,279
2011 : SILVER LAKE MANAGEMENT INC 401(K) PLAN 2011 401k financial data
Total income from all sources2011-12-31$8,005
Expenses. Total of all expenses incurred2011-12-31$1,100
Benefits paid (including direct rollovers)2011-12-31$1,100
Total plan assets at end of year2011-12-31$611,048
Total plan assets at beginning of year2011-12-31$604,143
Value of fidelity bond covering the plan2011-12-31$12,500
Total contributions received or receivable from participants2011-12-31$34,700
Other income received2011-12-31$-61,616
Net income (gross income less expenses)2011-12-31$6,905
Net plan assets at end of year (total assets less liabilities)2011-12-31$611,048
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$604,143
Total contributions received or receivable from employer(s)2011-12-31$34,921
2010 : SILVER LAKE MANAGEMENT INC 401(K) PLAN 2010 401k financial data
Total income from all sources2010-12-31$106,162
Expenses. Total of all expenses incurred2010-12-31$1,000
Benefits paid (including direct rollovers)2010-12-31$1,000
Total plan assets at end of year2010-12-31$604,143
Total plan assets at beginning of year2010-12-31$498,981
Value of fidelity bond covering the plan2010-12-31$12,500
Total contributions received or receivable from participants2010-12-31$4,401
Other income received2010-12-31$79,133
Net income (gross income less expenses)2010-12-31$105,162
Net plan assets at end of year (total assets less liabilities)2010-12-31$604,143
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$498,981
Total contributions received or receivable from employer(s)2010-12-31$22,628

Form 5500 Responses for SILVER LAKE MANAGEMENT INC 401(K) PLAN

2021: SILVER LAKE MANAGEMENT INC 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: SILVER LAKE MANAGEMENT INC 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: SILVER LAKE MANAGEMENT INC 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: SILVER LAKE MANAGEMENT INC 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: SILVER LAKE MANAGEMENT INC 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: SILVER LAKE MANAGEMENT INC 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: SILVER LAKE MANAGEMENT INC 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: SILVER LAKE MANAGEMENT INC 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: SILVER LAKE MANAGEMENT INC 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: SILVER LAKE MANAGEMENT INC 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: SILVER LAKE MANAGEMENT INC 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: SILVER LAKE MANAGEMENT INC 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TRANSAMERICA LIFE INS COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number807550-000
Policy instance 1
Insurance contract or identification number807550-000
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $4,387
Total amount of fees paid to insurance companyUSD $441
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,194
Insurance broker organization code?3
Amount paid for insurance broker fees441
TRANSAMERICA LIFE INS COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number807550-000
Policy instance 1
Insurance contract or identification number807550-000
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $3,828
Total amount of fees paid to insurance companyUSD $384
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,914
Insurance broker organization code?3
Amount paid for insurance broker fees384
TRANSAMERICA LIFE INS COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number807550-000
Policy instance 1
Insurance contract or identification number807550-000
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $3,660
Total amount of fees paid to insurance companyUSD $368
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,830
Insurance broker organization code?3
Amount paid for insurance broker fees368
TRANSAMERICA LIFE INS COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number807550-000
Policy instance 1
Insurance contract or identification number807550-000
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
TRANSAMERICA LIFE INS COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number807550-000
Policy instance 1
Insurance contract or identification number807550-000
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $3,088
Total amount of fees paid to insurance companyUSD $345
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,088
Insurance broker organization code?3
Amount paid for insurance broker fees345
Insurance broker nameH&S COMPANIES PC

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