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RETIREMENT PLAN FOR EMPLOYEES OF SUPERIOR FORWARDING COMPANY 401k Plan overview

Plan NameRETIREMENT PLAN FOR EMPLOYEES OF SUPERIOR FORWARDING COMPANY
Plan identification number 003

RETIREMENT PLAN FOR EMPLOYEES OF SUPERIOR FORWARDING COMPANY Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily flat dollar (includes dollars per year of service)
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).

401k Sponsoring company profile

SUPERIOR FORWARDING COMPANY, INC. has sponsored the creation of one or more 401k plans.

Company Name:SUPERIOR FORWARDING COMPANY, INC.
Employer identification number (EIN):430543805
NAIC Classification:484110
NAIC Description:General Freight Trucking, Local

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RETIREMENT PLAN FOR EMPLOYEES OF SUPERIOR FORWARDING COMPANY

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032022-03-01
0032021-03-01MARY GALLO2022-09-28
0032020-03-01MARY GALLO2021-10-08
0032019-03-01
0032018-03-01
0032018-03-01
0032018-03-01
0032017-03-01MARY GALLO
0032016-03-01MARY GALLO
0032015-03-01DEANNE DAUGHERTY
0032014-03-01DIANA SMITH
0032012-03-01HAL M BRIAND
0032011-03-01HAL M BRIAND
0032009-03-01MARCELA TOPOLSKA
0032009-03-01 MARCELA TOPOLSKA2010-10-15
0032007-03-01

Plan Statistics for RETIREMENT PLAN FOR EMPLOYEES OF SUPERIOR FORWARDING COMPANY

401k plan membership statisitcs for RETIREMENT PLAN FOR EMPLOYEES OF SUPERIOR FORWARDING COMPANY

Measure Date Value
2022: RETIREMENT PLAN FOR EMPLOYEES OF SUPERIOR FORWARDING COMPANY 2022 401k membership
Total participants, beginning-of-year2022-03-0117
Total number of active participants reported on line 7a of the Form 55002022-03-010
Number of retired or separated participants receiving benefits2022-03-010
Number of other retired or separated participants entitled to future benefits2022-03-010
Total of all active and inactive participants2022-03-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-03-010
Total participants2022-03-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-03-010
2021: RETIREMENT PLAN FOR EMPLOYEES OF SUPERIOR FORWARDING COMPANY 2021 401k membership
Total participants, beginning-of-year2021-03-0117
Total number of active participants reported on line 7a of the Form 55002021-03-010
Number of retired or separated participants receiving benefits2021-03-0114
Total of all active and inactive participants2021-03-0114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-03-013
Total participants2021-03-0117
2020: RETIREMENT PLAN FOR EMPLOYEES OF SUPERIOR FORWARDING COMPANY 2020 401k membership
Total participants, beginning-of-year2020-03-0113
Total number of active participants reported on line 7a of the Form 55002020-03-0118
Total of all active and inactive participants2020-03-0118
Total participants2020-03-0118
2019: RETIREMENT PLAN FOR EMPLOYEES OF SUPERIOR FORWARDING COMPANY 2019 401k membership
Total participants, beginning-of-year2019-03-0113
Total number of active participants reported on line 7a of the Form 55002019-03-0113
Total of all active and inactive participants2019-03-0113
Total participants2019-03-0113
2018: RETIREMENT PLAN FOR EMPLOYEES OF SUPERIOR FORWARDING COMPANY 2018 401k membership
Total participants, beginning-of-year2018-03-0113
Total number of active participants reported on line 7a of the Form 55002018-03-0113
Total of all active and inactive participants2018-03-0113
Total participants2018-03-0113
2017: RETIREMENT PLAN FOR EMPLOYEES OF SUPERIOR FORWARDING COMPANY 2017 401k membership
Total participants, beginning-of-year2017-03-0114
Total number of active participants reported on line 7a of the Form 55002017-03-0113
Total of all active and inactive participants2017-03-0113
Total participants2017-03-0113
2016: RETIREMENT PLAN FOR EMPLOYEES OF SUPERIOR FORWARDING COMPANY 2016 401k membership
Total participants, beginning-of-year2016-03-0114
Total number of active participants reported on line 7a of the Form 55002016-03-0114
Total of all active and inactive participants2016-03-0114
Total participants2016-03-0114
2015: RETIREMENT PLAN FOR EMPLOYEES OF SUPERIOR FORWARDING COMPANY 2015 401k membership
Total participants, beginning-of-year2015-03-0115
Total number of active participants reported on line 7a of the Form 55002015-03-0114
Total of all active and inactive participants2015-03-0114
Total participants2015-03-0114
2014: RETIREMENT PLAN FOR EMPLOYEES OF SUPERIOR FORWARDING COMPANY 2014 401k membership
Total participants, beginning-of-year2014-03-0115
Total number of active participants reported on line 7a of the Form 55002014-03-0115
Total of all active and inactive participants2014-03-0115
Total participants2014-03-0115
2012: RETIREMENT PLAN FOR EMPLOYEES OF SUPERIOR FORWARDING COMPANY 2012 401k membership
Total participants, beginning-of-year2012-03-0115
Total number of active participants reported on line 7a of the Form 55002012-03-0115
Total of all active and inactive participants2012-03-0115
Total participants2012-03-0115
2011: RETIREMENT PLAN FOR EMPLOYEES OF SUPERIOR FORWARDING COMPANY 2011 401k membership
Total participants, beginning-of-year2011-03-0115
Total number of active participants reported on line 7a of the Form 55002011-03-0115
Total of all active and inactive participants2011-03-0115
Total participants2011-03-0115
2009: RETIREMENT PLAN FOR EMPLOYEES OF SUPERIOR FORWARDING COMPANY 2009 401k membership
Total participants, beginning-of-year2009-03-0117
Total number of active participants reported on line 7a of the Form 55002009-03-0117
Total of all active and inactive participants2009-03-0117
Total participants2009-03-0117

Financial Data on RETIREMENT PLAN FOR EMPLOYEES OF SUPERIOR FORWARDING COMPANY

Measure Date Value
2023 : RETIREMENT PLAN FOR EMPLOYEES OF SUPERIOR FORWARDING COMPANY 2023 401k financial data
Transfers to/from the plan2023-02-28$-1,762,301
Total income from all sources2023-02-28$57,423
Expenses. Total of all expenses incurred2023-02-28$45,511
Total plan assets at end of year2023-02-28$0
Total plan assets at beginning of year2023-02-28$1,750,389
Other income received2023-02-28$57,423
Net income (gross income less expenses)2023-02-28$11,912
Net plan assets at end of year (total assets less liabilities)2023-02-28$0
Net plan assets at beginning of year (total assets less liabilities)2023-02-28$1,750,389
Expenses. Administrative service providers (salaries,fees and commissions)2023-02-28$45,511
2022 : RETIREMENT PLAN FOR EMPLOYEES OF SUPERIOR FORWARDING COMPANY 2022 401k financial data
Total income from all sources2022-02-28$55,889
Expenses. Total of all expenses incurred2022-02-28$8,500
Total plan assets at end of year2022-02-28$1,750,389
Total plan assets at beginning of year2022-02-28$1,703,000
Other income received2022-02-28$55,889
Net income (gross income less expenses)2022-02-28$47,389
Net plan assets at end of year (total assets less liabilities)2022-02-28$1,750,389
Net plan assets at beginning of year (total assets less liabilities)2022-02-28$1,703,000
Expenses. Administrative service providers (salaries,fees and commissions)2022-02-28$8,500
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2022-02-280
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2022-02-28$0
Minimum employer required contribution for this plan year2022-02-28$0
Amount contributed by the employer to the plan for this plan year2022-02-28$0
2021 : RETIREMENT PLAN FOR EMPLOYEES OF SUPERIOR FORWARDING COMPANY 2021 401k financial data
Total income from all sources2021-02-28$54,429
Expenses. Total of all expenses incurred2021-02-28$32,632
Benefits paid (including direct rollovers)2021-02-28$24,132
Total plan assets at end of year2021-02-28$1,703,000
Total plan assets at beginning of year2021-02-28$1,681,203
Other income received2021-02-28$54,429
Net income (gross income less expenses)2021-02-28$21,797
Net plan assets at end of year (total assets less liabilities)2021-02-28$1,703,000
Net plan assets at beginning of year (total assets less liabilities)2021-02-28$1,681,203
Expenses. Administrative service providers (salaries,fees and commissions)2021-02-28$8,500
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2021-02-280
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-02-28$0
Minimum employer required contribution for this plan year2021-02-28$0
Amount contributed by the employer to the plan for this plan year2021-02-28$0
2020 : RETIREMENT PLAN FOR EMPLOYEES OF SUPERIOR FORWARDING COMPANY 2020 401k financial data
Total income from all sources2020-02-29$53,976
Expenses. Total of all expenses incurred2020-02-29$32,632
Benefits paid (including direct rollovers)2020-02-29$24,132
Total plan assets at end of year2020-02-29$1,681,203
Total plan assets at beginning of year2020-02-29$1,659,859
Other income received2020-02-29$53,976
Net income (gross income less expenses)2020-02-29$21,344
Net plan assets at end of year (total assets less liabilities)2020-02-29$1,681,203
Net plan assets at beginning of year (total assets less liabilities)2020-02-29$1,659,859
Expenses. Administrative service providers (salaries,fees and commissions)2020-02-29$8,500
2019 : RETIREMENT PLAN FOR EMPLOYEES OF SUPERIOR FORWARDING COMPANY 2019 401k financial data
Total income from all sources2019-02-28$49,699
Expenses. Total of all expenses incurred2019-02-28$29,755
Benefits paid (including direct rollovers)2019-02-28$21,255
Total plan assets at end of year2019-02-28$1,659,859
Total plan assets at beginning of year2019-02-28$1,639,915
Other income received2019-02-28$49,699
Net income (gross income less expenses)2019-02-28$19,944
Net plan assets at end of year (total assets less liabilities)2019-02-28$1,659,859
Net plan assets at beginning of year (total assets less liabilities)2019-02-28$1,639,915
Expenses. Administrative service providers (salaries,fees and commissions)2019-02-28$8,500
2018 : RETIREMENT PLAN FOR EMPLOYEES OF SUPERIOR FORWARDING COMPANY 2018 401k financial data
Total income from all sources2018-02-28$48,533
Expenses. Total of all expenses incurred2018-02-28$40,129
Benefits paid (including direct rollovers)2018-02-28$31,629
Total plan assets at end of year2018-02-28$1,639,915
Total plan assets at beginning of year2018-02-28$1,631,511
Other income received2018-02-28$48,533
Net income (gross income less expenses)2018-02-28$8,404
Net plan assets at end of year (total assets less liabilities)2018-02-28$1,639,915
Net plan assets at beginning of year (total assets less liabilities)2018-02-28$1,631,511
Expenses. Administrative service providers (salaries,fees and commissions)2018-02-28$8,500
2017 : RETIREMENT PLAN FOR EMPLOYEES OF SUPERIOR FORWARDING COMPANY 2017 401k financial data
Total income from all sources2017-02-28$47,660
Expenses. Total of all expenses incurred2017-02-28$8,500
Total plan assets at end of year2017-02-28$1,631,511
Total plan assets at beginning of year2017-02-28$1,592,351
Other income received2017-02-28$47,660
Net income (gross income less expenses)2017-02-28$39,160
Net plan assets at end of year (total assets less liabilities)2017-02-28$1,631,511
Net plan assets at beginning of year (total assets less liabilities)2017-02-28$1,592,351
Expenses. Administrative service providers (salaries,fees and commissions)2017-02-28$8,500
2016 : RETIREMENT PLAN FOR EMPLOYEES OF SUPERIOR FORWARDING COMPANY 2016 401k financial data
Total income from all sources2016-02-28$46,831
Expenses. Total of all expenses incurred2016-02-28$33,029
Benefits paid (including direct rollovers)2016-02-28$24,529
Total plan assets at end of year2016-02-28$1,592,351
Total plan assets at beginning of year2016-02-28$1,578,549
Other income received2016-02-28$46,831
Net income (gross income less expenses)2016-02-28$13,802
Net plan assets at end of year (total assets less liabilities)2016-02-28$1,592,351
Net plan assets at beginning of year (total assets less liabilities)2016-02-28$1,578,549
Expenses. Administrative service providers (salaries,fees and commissions)2016-02-28$8,500
2015 : RETIREMENT PLAN FOR EMPLOYEES OF SUPERIOR FORWARDING COMPANY 2015 401k financial data
Total income from all sources2015-02-28$58,495
Expenses. Total of all expenses incurred2015-02-28$8,500
Total plan assets at end of year2015-02-28$1,578,549
Total plan assets at beginning of year2015-02-28$1,528,554
Other income received2015-02-28$58,495
Net income (gross income less expenses)2015-02-28$49,995
Net plan assets at end of year (total assets less liabilities)2015-02-28$1,578,549
Net plan assets at beginning of year (total assets less liabilities)2015-02-28$1,528,554
Expenses. Administrative service providers (salaries,fees and commissions)2015-02-28$8,500
2013 : RETIREMENT PLAN FOR EMPLOYEES OF SUPERIOR FORWARDING COMPANY 2013 401k financial data
Total income from all sources2013-02-28$57,771
Expenses. Total of all expenses incurred2013-02-28$5,107
Benefits paid (including direct rollovers)2013-02-28$-3,518
Total plan assets at end of year2013-02-28$1,497,570
Total plan assets at beginning of year2013-02-28$1,444,906
Other income received2013-02-28$57,771
Net income (gross income less expenses)2013-02-28$52,664
Net plan assets at end of year (total assets less liabilities)2013-02-28$1,497,570
Net plan assets at beginning of year (total assets less liabilities)2013-02-28$1,444,906
Expenses. Administrative service providers (salaries,fees and commissions)2013-02-28$8,625
2012 : RETIREMENT PLAN FOR EMPLOYEES OF SUPERIOR FORWARDING COMPANY 2012 401k financial data
Total income from all sources2012-02-29$56,924
Expenses. Total of all expenses incurred2012-02-29$45,514
Benefits paid (including direct rollovers)2012-02-29$37,014
Total plan assets at end of year2012-02-29$1,444,906
Total plan assets at beginning of year2012-02-29$1,433,496
Other income received2012-02-29$56,924
Net income (gross income less expenses)2012-02-29$11,410
Net plan assets at end of year (total assets less liabilities)2012-02-29$1,444,906
Net plan assets at beginning of year (total assets less liabilities)2012-02-29$1,433,496
Expenses. Administrative service providers (salaries,fees and commissions)2012-02-29$8,500
Total income from all sources2012-02-28$56,924
Expenses. Total of all expenses incurred2012-02-28$45,514
Benefits paid (including direct rollovers)2012-02-28$37,014
Total plan assets at end of year2012-02-28$1,444,906
Total plan assets at beginning of year2012-02-28$1,433,496
Other income received2012-02-28$56,924
Net income (gross income less expenses)2012-02-28$11,410
Net plan assets at end of year (total assets less liabilities)2012-02-28$1,444,906
Net plan assets at beginning of year (total assets less liabilities)2012-02-28$1,433,496
Expenses. Administrative service providers (salaries,fees and commissions)2012-02-28$8,500
2011 : RETIREMENT PLAN FOR EMPLOYEES OF SUPERIOR FORWARDING COMPANY 2011 401k financial data
Total income from all sources2011-02-28$63,994
Expenses. Total of all expenses incurred2011-02-28$44,303
Benefits paid (including direct rollovers)2011-02-28$35,803
Total plan assets at end of year2011-02-28$1,433,496
Total plan assets at beginning of year2011-02-28$1,413,805
Other income received2011-02-28$63,994
Net income (gross income less expenses)2011-02-28$19,691
Net plan assets at end of year (total assets less liabilities)2011-02-28$1,433,496
Net plan assets at beginning of year (total assets less liabilities)2011-02-28$1,413,805
Expenses. Administrative service providers (salaries,fees and commissions)2011-02-28$8,500

Form 5500 Responses for RETIREMENT PLAN FOR EMPLOYEES OF SUPERIOR FORWARDING COMPANY

2022: RETIREMENT PLAN FOR EMPLOYEES OF SUPERIOR FORWARDING COMPANY 2022 form 5500 responses
2022-03-01Type of plan entitySingle employer plan
2022-03-01This submission is the final filingYes
2022-03-01Plan funding arrangement – Section 412(e)(3) insurance ContractsYes
2022-03-01Plan benefit arrangement – Section 412(e)(3) insurance ContractsYes
2021: RETIREMENT PLAN FOR EMPLOYEES OF SUPERIOR FORWARDING COMPANY 2021 form 5500 responses
2021-03-01Type of plan entitySingle employer plan
2021-03-01Plan funding arrangement – Section 412(e)(3) insurance ContractsYes
2021-03-01Plan benefit arrangement – Section 412(e)(3) insurance ContractsYes
2020: RETIREMENT PLAN FOR EMPLOYEES OF SUPERIOR FORWARDING COMPANY 2020 form 5500 responses
2020-03-01Type of plan entitySingle employer plan
2020-03-01Plan funding arrangement – General assets of the sponsorYes
2020-03-01Plan benefit arrangement – InsuranceYes
2019: RETIREMENT PLAN FOR EMPLOYEES OF SUPERIOR FORWARDING COMPANY 2019 form 5500 responses
2019-03-01Type of plan entitySingle employer plan
2019-03-01Plan funding arrangement – General assets of the sponsorYes
2019-03-01Plan benefit arrangement – InsuranceYes
2018: RETIREMENT PLAN FOR EMPLOYEES OF SUPERIOR FORWARDING COMPANY 2018 form 5500 responses
2018-03-01Type of plan entitySingle employer plan
2018-03-01Submission has been amendedYes
2018-03-01Plan funding arrangement – General assets of the sponsorYes
2018-03-01Plan benefit arrangement – InsuranceYes
2017: RETIREMENT PLAN FOR EMPLOYEES OF SUPERIOR FORWARDING COMPANY 2017 form 5500 responses
2017-03-01Type of plan entitySingle employer plan
2017-03-01Plan funding arrangement – General assets of the sponsorYes
2017-03-01Plan benefit arrangement – InsuranceYes
2016: RETIREMENT PLAN FOR EMPLOYEES OF SUPERIOR FORWARDING COMPANY 2016 form 5500 responses
2016-03-01Type of plan entitySingle employer plan
2016-03-01Plan funding arrangement – General assets of the sponsorYes
2016-03-01Plan benefit arrangement – InsuranceYes
2015: RETIREMENT PLAN FOR EMPLOYEES OF SUPERIOR FORWARDING COMPANY 2015 form 5500 responses
2015-03-01Type of plan entitySingle employer plan
2015-03-01This return/report is a short plan year return/report (less than 12 months)Yes
2015-03-01Plan funding arrangement – General assets of the sponsorYes
2015-03-01Plan benefit arrangement – InsuranceYes
2014: RETIREMENT PLAN FOR EMPLOYEES OF SUPERIOR FORWARDING COMPANY 2014 form 5500 responses
2014-03-01Type of plan entitySingle employer plan
2014-03-01Plan funding arrangement – General assets of the sponsorYes
2014-03-01Plan benefit arrangement – InsuranceYes
2012: RETIREMENT PLAN FOR EMPLOYEES OF SUPERIOR FORWARDING COMPANY 2012 form 5500 responses
2012-03-01Type of plan entitySingle employer plan
2012-03-01Plan funding arrangement – General assets of the sponsorYes
2012-03-01Plan benefit arrangement – InsuranceYes
2011: RETIREMENT PLAN FOR EMPLOYEES OF SUPERIOR FORWARDING COMPANY 2011 form 5500 responses
2011-03-01Type of plan entitySingle employer plan
2011-03-01Plan funding arrangement – General assets of the sponsorYes
2011-03-01Plan benefit arrangement – InsuranceYes
2009: RETIREMENT PLAN FOR EMPLOYEES OF SUPERIOR FORWARDING COMPANY 2009 form 5500 responses
2009-03-01Type of plan entitySingle employer plan
2009-03-01Submission has been amendedYes
2009-03-01This submission is the final filingNo
2009-03-01This return/report is a short plan year return/report (less than 12 months)No
2009-03-01Plan is a collectively bargained planNo
2009-03-01Plan funding arrangement – General assets of the sponsorYes
2009-03-01Plan benefit arrangement – InsuranceYes
2007: RETIREMENT PLAN FOR EMPLOYEES OF SUPERIOR FORWARDING COMPANY 2007 form 5500 responses
2007-03-01Type of plan entitySingle employer plan
2007-03-01Submission has been amendedNo
2007-03-01This submission is the final filingNo
2007-03-01This return/report is a short plan year return/report (less than 12 months)No
2007-03-01Plan is a collectively bargained planNo

Insurance Providers Used on plan

AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract numberGA-1690
Policy instance 1
Insurance contract or identification numberGA-1690
Number of Individuals Covered17
Insurance policy start date2022-03-01
Insurance policy end date2023-02-28
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $15,393
Are there contracts with allocated funds for group deferred annuity?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees15393
Additional information about fees paid to insurance brokerSERVICE FEES
Insurance broker organization code?3
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract numberGA-1690
Policy instance 1
Insurance contract or identification numberGA-1690
Number of Individuals Covered17
Insurance policy start date2021-03-01
Insurance policy end date2022-02-28
Total amount of fees paid to insurance companyUSD $8,500
Are there contracts with allocated funds for group deferred annuity?Yes
Amount paid for insurance broker fees8500
Additional information about fees paid to insurance brokerSERVICE FEES
Insurance broker organization code?3
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract numberGA-1690
Policy instance 1
Insurance contract or identification numberGA-1690
Number of Individuals Covered18
Insurance policy start date2020-03-01
Insurance policy end date2021-02-28
Total amount of fees paid to insurance companyUSD $8,500
Are there contracts with allocated funds for group deferred annuity?Yes
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract numberGA-1690
Policy instance 1
Insurance contract or identification numberGA-1690
Number of Individuals Covered13
Insurance policy start date2019-03-01
Insurance policy end date2020-02-29
Total amount of fees paid to insurance companyUSD $8,500
Are there contracts with allocated funds for group deferred annuity?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees8500
Additional information about fees paid to insurance brokerSERVICE FEES
Insurance broker organization code?3
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract numberGA-1690
Policy instance 1
Insurance contract or identification numberGA-1690
Insurance policy start date2018-03-01
Insurance policy end date2019-02-28
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for group deferred annuity?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Number of Individuals Covered13
Amount paid for insurance broker fees8500
Additional information about fees paid to insurance brokerSERVICE FEES
Insurance broker organization code?3
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract numberGA-1690
Policy instance 1
Insurance contract or identification numberGA-1690
Insurance policy start date2017-03-01
Insurance policy end date2018-02-28
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $8,500
Are there contracts with allocated funds for group deferred annuity?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees8500
Additional information about fees paid to insurance brokerSERVICE FEES
Insurance broker organization code?3
Insurance broker nameAETNA LIFE INSURANCE COMPANY
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract numberGA-1690
Policy instance 1
Insurance contract or identification numberGA-1690
Number of Individuals Covered14
Insurance policy start date2015-03-01
Insurance policy end date2016-02-28
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $8,500
Are there contracts with allocated funds for group deferred annuity?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees8500
Additional information about fees paid to insurance brokerSERVICE FEES
Insurance broker organization code?3
Insurance broker nameAETNA LIFE INSURANCE COMPANY
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract numberGA-1690
Policy instance 1
Insurance contract or identification numberGA-1690
Number of Individuals Covered15
Insurance policy start date2014-03-01
Insurance policy end date2015-02-28
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $8,500
Are there contracts with allocated funds for group deferred annuity?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees8500
Additional information about fees paid to insurance brokerSERVICE FEES
Insurance broker organization code?3
Insurance broker nameAETNA LIFE INSURANCE COMPANY
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract numberGA-1690
Policy instance 1
Insurance contract or identification numberGA-1690
Number of Individuals Covered15
Insurance policy start date2012-03-01
Insurance policy end date2013-02-28
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $8,625
Are there contracts with allocated funds for group deferred annuity?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees8625
Additional information about fees paid to insurance brokerSERVICE FEES
Insurance broker organization code?3
Insurance broker nameAETNA LIFE INSURANCE COMPANY
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract numberGA-1690
Policy instance 1
Insurance contract or identification numberGA-1690
Number of Individuals Covered15
Insurance policy start date2011-03-01
Insurance policy end date2012-02-29
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $8,500
Are there contracts with allocated funds for group deferred annuity?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract numberGA-1690
Policy instance 1
Insurance contract or identification numberGA-1690
Number of Individuals Covered15
Insurance policy start date2010-03-01
Insurance policy end date2011-02-28
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $8,500
Are there contracts with allocated funds for group deferred annuity?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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