CENTRAL DAKOTA FRONTIER COOPERATIVE has sponsored the creation of one or more 401k plans.
Measure | Date | Value |
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2023 : CO-OP 401(K) PLAN 2023 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2023-01-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-01-31 | $125 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-01-31 | $132 |
Total income from all sources (including contributions) | 2023-01-31 | $176,855 |
Total loss/gain on sale of assets | 2023-01-31 | $0 |
Total of all expenses incurred | 2023-01-31 | $305,055 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-01-31 | $272,499 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-01-31 | $590,593 |
Value of total assets at end of year | 2023-01-31 | $5,744,926 |
Value of total assets at beginning of year | 2023-01-31 | $5,873,133 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-01-31 | $32,556 |
Total interest from all sources | 2023-01-31 | $1,131 |
Total dividends received (eg from common stock, registered investment company shares) | 2023-01-31 | $193,834 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-01-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2023-01-31 | $193,834 |
Administrative expenses professional fees incurred | 2023-01-31 | $31,678 |
Was this plan covered by a fidelity bond | 2023-01-31 | Yes |
Value of fidelity bond cover | 2023-01-31 | $400,000 |
If this is an individual account plan, was there a blackout period | 2023-01-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2023-01-31 | No |
Contributions received from participants | 2023-01-31 | $194,805 |
Participant contributions at end of year | 2023-01-31 | $13,765 |
Participant contributions at beginning of year | 2023-01-31 | $21,261 |
Income. Received or receivable in cash from other sources (including rollovers) | 2023-01-31 | $123,714 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2023-01-31 | $125 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2023-01-31 | $132 |
Other income not declared elsewhere | 2023-01-31 | $-30,790 |
Administrative expenses (other) incurred | 2023-01-31 | $878 |
Total non interest bearing cash at end of year | 2023-01-31 | $2,860 |
Total non interest bearing cash at beginning of year | 2023-01-31 | $258 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-01-31 | No |
Value of net income/loss | 2023-01-31 | $-128,200 |
Value of net assets at end of year (total assets less liabilities) | 2023-01-31 | $5,744,801 |
Value of net assets at beginning of year (total assets less liabilities) | 2023-01-31 | $5,873,001 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-01-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2023-01-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2023-01-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-01-31 | $5,014,688 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-01-31 | $5,144,196 |
Interest on participant loans | 2023-01-31 | $1,131 |
Value of interest in common/collective trusts at end of year | 2023-01-31 | $7,443 |
Value of interest in common/collective trusts at beginning of year | 2023-01-31 | $27,811 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2023-01-31 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2023-01-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2023-01-31 | $0 |
Asset value of US Government securities at end of year | 2023-01-31 | $143,802 |
Asset value of US Government securities at beginning of year | 2023-01-31 | $202,099 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-01-31 | $-578,103 |
Net investment gain or loss from common/collective trusts | 2023-01-31 | $190 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-01-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2023-01-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2023-01-31 | No |
Contributions received in cash from employer | 2023-01-31 | $272,074 |
Employer contributions (assets) at end of year | 2023-01-31 | $272,074 |
Employer contributions (assets) at beginning of year | 2023-01-31 | $186,805 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-01-31 | $272,499 |
Asset. Corporate debt instrument preferred debt at end of year | 2023-01-31 | $98,076 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2023-01-31 | $100,502 |
Asset. Corporate debt instrument debt (other) at end of year | 2023-01-31 | $192,218 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2023-01-31 | $190,201 |
Did the plan have assets held for investment | 2023-01-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-01-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-01-31 | No |
Opinion of an independent qualified public accountant for this plan | 2023-01-31 | Unqualified |
Accountancy firm name | 2023-01-31 | EIDE BAILLY LLP |
Accountancy firm EIN | 2023-01-31 | 450250958 |
2022 : CO-OP 401(K) PLAN 2022 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2022-01-31 | $0 |
Total transfer of assets to this plan | 2022-01-31 | $1,044,441 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-01-31 | $132 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-01-31 | $238 |
Total income from all sources (including contributions) | 2022-01-31 | $559,897 |
Total loss/gain on sale of assets | 2022-01-31 | $0 |
Total of all expenses incurred | 2022-01-31 | $60,931 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-01-31 | $32,595 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-01-31 | $344,751 |
Value of total assets at end of year | 2022-01-31 | $5,873,133 |
Value of total assets at beginning of year | 2022-01-31 | $4,329,832 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-01-31 | $28,336 |
Total interest from all sources | 2022-01-31 | $1,392 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-01-31 | $241,270 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-01-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-01-31 | $241,270 |
Administrative expenses professional fees incurred | 2022-01-31 | $27,602 |
Was this plan covered by a fidelity bond | 2022-01-31 | Yes |
Value of fidelity bond cover | 2022-01-31 | $355,000 |
If this is an individual account plan, was there a blackout period | 2022-01-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2022-01-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2022-01-31 | No |
Contributions received from participants | 2022-01-31 | $157,946 |
Participant contributions at end of year | 2022-01-31 | $21,261 |
Participant contributions at beginning of year | 2022-01-31 | $23,599 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2022-01-31 | $132 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2022-01-31 | $238 |
Other income not declared elsewhere | 2022-01-31 | $-14,703 |
Administrative expenses (other) incurred | 2022-01-31 | $734 |
Total non interest bearing cash at end of year | 2022-01-31 | $258 |
Total non interest bearing cash at beginning of year | 2022-01-31 | $1,850 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-01-31 | No |
Value of net income/loss | 2022-01-31 | $498,966 |
Value of net assets at end of year (total assets less liabilities) | 2022-01-31 | $5,873,001 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-01-31 | $4,329,594 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-01-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-01-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-01-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-01-31 | $5,144,196 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-01-31 | $3,716,875 |
Interest on participant loans | 2022-01-31 | $1,392 |
Value of interest in common/collective trusts at end of year | 2022-01-31 | $27,811 |
Value of interest in common/collective trusts at beginning of year | 2022-01-31 | $40,861 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-01-31 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-01-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-01-31 | $0 |
Asset value of US Government securities at end of year | 2022-01-31 | $202,099 |
Asset value of US Government securities at beginning of year | 2022-01-31 | $178,910 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-01-31 | $-12,825 |
Net investment gain or loss from common/collective trusts | 2022-01-31 | $12 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-01-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-01-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-01-31 | No |
Contributions received in cash from employer | 2022-01-31 | $186,805 |
Employer contributions (assets) at end of year | 2022-01-31 | $186,805 |
Employer contributions (assets) at beginning of year | 2022-01-31 | $176,419 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-01-31 | $32,595 |
Asset. Corporate debt instrument preferred debt at end of year | 2022-01-31 | $100,502 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2022-01-31 | $71,108 |
Asset. Corporate debt instrument debt (other) at end of year | 2022-01-31 | $190,201 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2022-01-31 | $120,210 |
Did the plan have assets held for investment | 2022-01-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-01-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-01-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-01-31 | Unqualified |
Accountancy firm name | 2022-01-31 | EIDE BAILLY LLP |
Accountancy firm EIN | 2022-01-31 | 450250958 |
2021 : CO-OP 401(K) PLAN 2021 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2021-01-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-01-31 | $238 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-01-31 | $223 |
Total income from all sources (including contributions) | 2021-01-31 | $978,272 |
Total loss/gain on sale of assets | 2021-01-31 | $0 |
Total of all expenses incurred | 2021-01-31 | $207,986 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-01-31 | $185,668 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-01-31 | $331,320 |
Value of total assets at end of year | 2021-01-31 | $4,329,832 |
Value of total assets at beginning of year | 2021-01-31 | $3,559,531 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-01-31 | $22,318 |
Total interest from all sources | 2021-01-31 | $1,555 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-01-31 | $112,234 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-01-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-01-31 | $112,234 |
Administrative expenses professional fees incurred | 2021-01-31 | $21,753 |
Was this plan covered by a fidelity bond | 2021-01-31 | Yes |
Value of fidelity bond cover | 2021-01-31 | $310,000 |
If this is an individual account plan, was there a blackout period | 2021-01-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-01-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-01-31 | No |
Contributions received from participants | 2021-01-31 | $154,901 |
Participant contributions at end of year | 2021-01-31 | $23,599 |
Participant contributions at beginning of year | 2021-01-31 | $11,144 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2021-01-31 | $238 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2021-01-31 | $223 |
Other income not declared elsewhere | 2021-01-31 | $29,671 |
Administrative expenses (other) incurred | 2021-01-31 | $565 |
Total non interest bearing cash at end of year | 2021-01-31 | $1,850 |
Total non interest bearing cash at beginning of year | 2021-01-31 | $1,800 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-01-31 | No |
Value of net income/loss | 2021-01-31 | $770,286 |
Value of net assets at end of year (total assets less liabilities) | 2021-01-31 | $4,329,594 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-01-31 | $3,559,308 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-01-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-01-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-01-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-01-31 | $3,716,875 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-01-31 | $3,028,617 |
Interest on participant loans | 2021-01-31 | $1,555 |
Value of interest in common/collective trusts at end of year | 2021-01-31 | $40,861 |
Value of interest in common/collective trusts at beginning of year | 2021-01-31 | $16,935 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-01-31 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-01-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-01-31 | $0 |
Asset value of US Government securities at end of year | 2021-01-31 | $178,910 |
Asset value of US Government securities at beginning of year | 2021-01-31 | $127,262 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-01-31 | $503,415 |
Net investment gain or loss from common/collective trusts | 2021-01-31 | $77 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-01-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-01-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-01-31 | No |
Contributions received in cash from employer | 2021-01-31 | $176,419 |
Employer contributions (assets) at end of year | 2021-01-31 | $176,419 |
Employer contributions (assets) at beginning of year | 2021-01-31 | $186,150 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-01-31 | $185,668 |
Asset. Corporate debt instrument preferred debt at end of year | 2021-01-31 | $71,108 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2021-01-31 | $67,206 |
Asset. Corporate debt instrument debt (other) at end of year | 2021-01-31 | $120,210 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2021-01-31 | $120,417 |
Did the plan have assets held for investment | 2021-01-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-01-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-01-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-01-31 | Unqualified |
Accountancy firm name | 2021-01-31 | EIDE BAILLY LLP |
Accountancy firm EIN | 2021-01-31 | 450250958 |
2020 : CO-OP 401(K) PLAN 2020 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2020-01-31 | $0 |
Total unrealized appreciation/depreciation of assets | 2020-01-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-01-31 | $223 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-01-31 | $223 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-01-31 | $415 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-01-31 | $415 |
Total income from all sources (including contributions) | 2020-01-31 | $754,601 |
Total income from all sources (including contributions) | 2020-01-31 | $754,601 |
Total loss/gain on sale of assets | 2020-01-31 | $0 |
Total loss/gain on sale of assets | 2020-01-31 | $0 |
Total of all expenses incurred | 2020-01-31 | $663,945 |
Total of all expenses incurred | 2020-01-31 | $663,945 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-01-31 | $636,771 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-01-31 | $636,771 |
Value of total corrective distributions | 2020-01-31 | $3,889 |
Value of total corrective distributions | 2020-01-31 | $3,889 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-01-31 | $369,354 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-01-31 | $369,354 |
Value of total assets at end of year | 2020-01-31 | $3,559,531 |
Value of total assets at end of year | 2020-01-31 | $3,559,531 |
Value of total assets at beginning of year | 2020-01-31 | $3,469,067 |
Value of total assets at beginning of year | 2020-01-31 | $3,469,067 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-01-31 | $23,285 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-01-31 | $23,285 |
Total interest from all sources | 2020-01-31 | $795 |
Total interest from all sources | 2020-01-31 | $795 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-01-31 | $88,092 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-01-31 | $88,092 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-01-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-01-31 | $88,092 |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-01-31 | $88,092 |
Administrative expenses professional fees incurred | 2020-01-31 | $22,537 |
Administrative expenses professional fees incurred | 2020-01-31 | $22,537 |
Was this plan covered by a fidelity bond | 2020-01-31 | Yes |
Was this plan covered by a fidelity bond | 2020-01-31 | Yes |
Value of fidelity bond cover | 2020-01-31 | $310,000 |
Value of fidelity bond cover | 2020-01-31 | $310,000 |
If this is an individual account plan, was there a blackout period | 2020-01-31 | No |
If this is an individual account plan, was there a blackout period | 2020-01-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-01-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-01-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2020-01-31 | No |
Contributions received from participants | 2020-01-31 | $162,211 |
Contributions received from participants | 2020-01-31 | $162,211 |
Participant contributions at end of year | 2020-01-31 | $11,144 |
Participant contributions at end of year | 2020-01-31 | $11,144 |
Participant contributions at beginning of year | 2020-01-31 | $17,926 |
Participant contributions at beginning of year | 2020-01-31 | $17,926 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-01-31 | $20,993 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-01-31 | $20,993 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2020-01-31 | $223 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2020-01-31 | $223 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2020-01-31 | $415 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2020-01-31 | $415 |
Other income not declared elsewhere | 2020-01-31 | $15,743 |
Other income not declared elsewhere | 2020-01-31 | $15,743 |
Administrative expenses (other) incurred | 2020-01-31 | $748 |
Administrative expenses (other) incurred | 2020-01-31 | $748 |
Total non interest bearing cash at end of year | 2020-01-31 | $1,800 |
Total non interest bearing cash at end of year | 2020-01-31 | $1,800 |
Total non interest bearing cash at beginning of year | 2020-01-31 | $7,649 |
Total non interest bearing cash at beginning of year | 2020-01-31 | $7,649 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-01-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-01-31 | No |
Value of net income/loss | 2020-01-31 | $90,656 |
Value of net income/loss | 2020-01-31 | $90,656 |
Value of net assets at end of year (total assets less liabilities) | 2020-01-31 | $3,559,308 |
Value of net assets at end of year (total assets less liabilities) | 2020-01-31 | $3,559,308 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-01-31 | $3,468,652 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-01-31 | $3,468,652 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-01-31 | No |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-01-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-01-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-01-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-01-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-01-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-01-31 | $3,028,617 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-01-31 | $3,028,617 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-01-31 | $2,642,829 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-01-31 | $2,642,829 |
Interest on participant loans | 2020-01-31 | $795 |
Interest on participant loans | 2020-01-31 | $795 |
Value of interest in common/collective trusts at end of year | 2020-01-31 | $16,935 |
Value of interest in common/collective trusts at end of year | 2020-01-31 | $16,935 |
Value of interest in common/collective trusts at beginning of year | 2020-01-31 | $82,921 |
Value of interest in common/collective trusts at beginning of year | 2020-01-31 | $82,921 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-01-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-01-31 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-01-31 | $2,598 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-01-31 | $2,598 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-01-31 | $2,598 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-01-31 | $2,598 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2020-01-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2020-01-31 | $0 |
Asset value of US Government securities at end of year | 2020-01-31 | $127,262 |
Asset value of US Government securities at end of year | 2020-01-31 | $127,262 |
Asset value of US Government securities at beginning of year | 2020-01-31 | $188,268 |
Asset value of US Government securities at beginning of year | 2020-01-31 | $188,268 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-01-31 | $280,392 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-01-31 | $280,392 |
Net investment gain or loss from common/collective trusts | 2020-01-31 | $225 |
Net investment gain or loss from common/collective trusts | 2020-01-31 | $225 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-01-31 | No |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-01-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-01-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-01-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-01-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-01-31 | No |
Contributions received in cash from employer | 2020-01-31 | $186,150 |
Contributions received in cash from employer | 2020-01-31 | $186,150 |
Employer contributions (assets) at end of year | 2020-01-31 | $186,150 |
Employer contributions (assets) at end of year | 2020-01-31 | $186,150 |
Employer contributions (assets) at beginning of year | 2020-01-31 | $196,272 |
Employer contributions (assets) at beginning of year | 2020-01-31 | $196,272 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-01-31 | $636,771 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-01-31 | $636,771 |
Asset. Corporate debt instrument preferred debt at end of year | 2020-01-31 | $67,206 |
Asset. Corporate debt instrument preferred debt at end of year | 2020-01-31 | $67,206 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2020-01-31 | $118,874 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2020-01-31 | $118,874 |
Asset. Corporate debt instrument debt (other) at end of year | 2020-01-31 | $120,417 |
Asset. Corporate debt instrument debt (other) at end of year | 2020-01-31 | $120,417 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2020-01-31 | $211,730 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2020-01-31 | $211,730 |
Did the plan have assets held for investment | 2020-01-31 | Yes |
Did the plan have assets held for investment | 2020-01-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-01-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-01-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-01-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-01-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2020-01-31 | Yes |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2020-01-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2020-01-31 | Disclaimer |
Opinion of an independent qualified public accountant for this plan | 2020-01-31 | Disclaimer |
Accountancy firm name | 2020-01-31 | EIDE BAILLY LLP |
Accountancy firm name | 2020-01-31 | EIDE BAILLY LLP |
Accountancy firm EIN | 2020-01-31 | 450250958 |
Accountancy firm EIN | 2020-01-31 | 450250958 |
2019 : CO-OP 401(K) PLAN 2019 401k financial data |
---|
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-01-31 | $0 |
2018 : CO-OP 401(K) PLAN 2018 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2018-01-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-01-31 | $151 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-01-31 | $220 |
Total income from all sources (including contributions) | 2018-01-31 | $949,247 |
Total loss/gain on sale of assets | 2018-01-31 | $0 |
Total of all expenses incurred | 2018-01-31 | $439,879 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-01-31 | $410,822 |
Value of total corrective distributions | 2018-01-31 | $7,197 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-01-31 | $533,880 |
Value of total assets at end of year | 2018-01-31 | $3,384,114 |
Value of total assets at beginning of year | 2018-01-31 | $2,874,815 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-01-31 | $21,860 |
Total interest from all sources | 2018-01-31 | $1,479 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-01-31 | $63,538 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-01-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-01-31 | $63,538 |
Administrative expenses professional fees incurred | 2018-01-31 | $20,831 |
Was this plan covered by a fidelity bond | 2018-01-31 | Yes |
Value of fidelity bond cover | 2018-01-31 | $310,000 |
If this is an individual account plan, was there a blackout period | 2018-01-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-01-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-01-31 | No |
Contributions received from participants | 2018-01-31 | $147,512 |
Participant contributions at end of year | 2018-01-31 | $30,724 |
Participant contributions at beginning of year | 2018-01-31 | $29,083 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2018-01-31 | $151 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2018-01-31 | $220 |
Other income not declared elsewhere | 2018-01-31 | $530 |
Administrative expenses (other) incurred | 2018-01-31 | $1,029 |
Total non interest bearing cash at end of year | 2018-01-31 | $5,554 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-01-31 | No |
Value of net income/loss | 2018-01-31 | $509,368 |
Value of net assets at end of year (total assets less liabilities) | 2018-01-31 | $3,383,963 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-01-31 | $2,874,595 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-01-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-01-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-01-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-01-31 | $2,608,222 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-01-31 | $2,345,933 |
Interest on participant loans | 2018-01-31 | $1,479 |
Value of interest in common/collective trusts at end of year | 2018-01-31 | $87,146 |
Value of interest in common/collective trusts at beginning of year | 2018-01-31 | $90,502 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-01-31 | $1,000 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2018-01-31 | $108,201 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2018-01-31 | $98,672 |
Asset value of US Government securities at end of year | 2018-01-31 | $136,864 |
Asset value of US Government securities at beginning of year | 2018-01-31 | $119,361 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-01-31 | $346,673 |
Net investment gain or loss from common/collective trusts | 2018-01-31 | $3,147 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-01-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-01-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-01-31 | No |
Contributions received in cash from employer | 2018-01-31 | $386,368 |
Employer contributions (assets) at end of year | 2018-01-31 | $198,749 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-01-31 | $410,822 |
Asset. Corporate debt instrument preferred debt at end of year | 2018-01-31 | $78,943 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2018-01-31 | $74,932 |
Asset. Corporate debt instrument debt (other) at end of year | 2018-01-31 | $128,711 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2018-01-31 | $116,332 |
Did the plan have assets held for investment | 2018-01-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-01-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-01-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-01-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-01-31 | Disclaimer |
Accountancy firm name | 2018-01-31 | EIDE BAILLY LLP |
Accountancy firm EIN | 2018-01-31 | 450250958 |
2017 : CO-OP 401(K) PLAN 2017 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2017-01-31 | $0 |
Total transfer of assets to this plan | 2017-01-31 | $847,050 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-01-31 | $220 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-01-31 | $0 |
Total income from all sources (including contributions) | 2017-01-31 | $524,198 |
Total loss/gain on sale of assets | 2017-01-31 | $0 |
Total of all expenses incurred | 2017-01-31 | $105,730 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-01-31 | $88,789 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-01-31 | $281,605 |
Value of total assets at end of year | 2017-01-31 | $2,874,815 |
Value of total assets at beginning of year | 2017-01-31 | $1,609,077 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-01-31 | $16,941 |
Total interest from all sources | 2017-01-31 | $1,225 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-01-31 | $58,938 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-01-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-01-31 | $58,938 |
Administrative expenses professional fees incurred | 2017-01-31 | $16,057 |
Was this plan covered by a fidelity bond | 2017-01-31 | Yes |
Value of fidelity bond cover | 2017-01-31 | $160,000 |
If this is an individual account plan, was there a blackout period | 2017-01-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-01-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-01-31 | Yes |
Amount of non-exempt transactions with any party-in-interest | 2017-01-31 | $8 |
Contributions received from participants | 2017-01-31 | $125,429 |
Participant contributions at end of year | 2017-01-31 | $29,083 |
Participant contributions at beginning of year | 2017-01-31 | $5,513 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2017-01-31 | $220 |
Other income not declared elsewhere | 2017-01-31 | $13,588 |
Administrative expenses (other) incurred | 2017-01-31 | $884 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-01-31 | No |
Value of net income/loss | 2017-01-31 | $418,468 |
Value of net assets at end of year (total assets less liabilities) | 2017-01-31 | $2,874,595 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-01-31 | $1,609,077 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-01-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-01-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-01-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-01-31 | $2,345,933 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-01-31 | $1,253,581 |
Interest on participant loans | 2017-01-31 | $1,225 |
Value of interest in common/collective trusts at end of year | 2017-01-31 | $90,502 |
Value of interest in common/collective trusts at beginning of year | 2017-01-31 | $349,983 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2017-01-31 | $98,672 |
Asset value of US Government securities at end of year | 2017-01-31 | $119,361 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-01-31 | $166,147 |
Net investment gain or loss from common/collective trusts | 2017-01-31 | $2,695 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-01-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-01-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-01-31 | No |
Contributions received in cash from employer | 2017-01-31 | $156,176 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-01-31 | $88,789 |
Asset. Corporate debt instrument preferred debt at end of year | 2017-01-31 | $74,932 |
Asset. Corporate debt instrument debt (other) at end of year | 2017-01-31 | $116,332 |
Did the plan have assets held for investment | 2017-01-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-01-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-01-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-01-31 | No |
Opinion of an independent qualified public accountant for this plan | 2017-01-31 | Unqualified |
Accountancy firm name | 2017-01-31 | EIDE BAILLY LLP |
Accountancy firm EIN | 2017-01-31 | 450250958 |
2010 : CO-OP 401(K) PLAN 2010 401k financial data |
---|
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-01-31 | $0 |
MONUMENTAL LIFE (National Association of Insurance Commissioners NAIC id number: 66281 ) |
Policy contract number | MDA01360TR |
Policy instance | 4 |
Insurance contract or identification number | MDA01360TR | Number of Individuals Covered | 129 | Insurance policy start date | 2022-01-01 | Insurance policy end date | 2022-12-31 | Are there contracts with allocated funds for individual policies? | 0 | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating 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? | Yes | 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 |
|
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 ) |
Policy contract number | 062491 |
Policy instance | 3 |
Insurance contract or identification number | 062491 | Number of Individuals Covered | 129 | Insurance policy start date | 2022-01-01 | Insurance policy end date | 2022-12-31 | Are there contracts with allocated funds for individual policies? | 0 | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating 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? | Yes | 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 |
|
PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 ) |
Policy contract number | G-027795 |
Policy instance | 2 |
Insurance contract or identification number | G-027795 | Number of Individuals Covered | 129 | Insurance policy start date | 2022-01-01 | Insurance policy end date | 2022-12-31 | Are there contracts with allocated funds for individual policies? | 0 | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating 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? | Yes | 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 |
|
AMERICAN GENERAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60488 ) |
Policy contract number | 1666920 |
Policy instance | 1 |
Insurance contract or identification number | 1666920 | Number of Individuals Covered | 129 | Insurance policy start date | 2022-01-01 | Insurance policy end date | 2022-12-31 | Are there contracts with allocated funds for individual policies? | 0 | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating 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? | Yes | 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 |
|
MONUMENTAL LIFE (National Association of Insurance Commissioners NAIC id number: 66281 ) |
Policy contract number | MDA01360TR |
Policy instance | 4 |
Insurance contract or identification number | MDA01360TR | Number of Individuals Covered | 134 | Insurance policy start date | 2021-01-01 | Insurance policy end date | 2021-12-31 | Are there contracts with allocated funds for individual policies? | 0 | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating 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? | Yes | 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 |
|
PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 ) |
Policy contract number | G-027795 |
Policy instance | 2 |
Insurance contract or identification number | G-027795 | Number of Individuals Covered | 134 | Insurance policy start date | 2021-01-01 | Insurance policy end date | 2021-12-31 | Are there contracts with allocated funds for individual policies? | 0 | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating 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? | Yes | 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 |
|
AMERICAN GENERAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60488 ) |
Policy contract number | 1666920 |
Policy instance | 1 |
Insurance contract or identification number | 1666920 | Number of Individuals Covered | 134 | Insurance policy start date | 2021-01-01 | Insurance policy end date | 2021-12-31 | Are there contracts with allocated funds for individual policies? | 0 | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating 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? | Yes | 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 |
|
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 ) |
Policy contract number | 062491 |
Policy instance | 3 |
Insurance contract or identification number | 062491 | Number of Individuals Covered | 134 | Insurance policy start date | 2021-01-01 | Insurance policy end date | 2021-12-31 | Are there contracts with allocated funds for individual policies? | 0 | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating 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? | Yes | 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 |
|
MONUMENTAL LIFE (National Association of Insurance Commissioners NAIC id number: 66281 ) |
Policy contract number | MDA01360TR |
Policy instance | 4 |
Insurance contract or identification number | MDA01360TR | Number of Individuals Covered | 119 | Insurance policy start date | 2020-01-01 | Insurance policy end date | 2020-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | 0 | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating 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 |
|
PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 ) |
Policy contract number | G-027795 |
Policy instance | 2 |
Insurance contract or identification number | G-027795 | Number of Individuals Covered | 119 | Insurance policy start date | 2020-01-01 | Insurance policy end date | 2020-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | 0 | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating 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? | Yes | 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 |
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AMERICAN GENERAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60488 ) |
Policy contract number | 1666920 |
Policy instance | 1 |
Insurance contract or identification number | 1666920 | Number of Individuals Covered | 119 | Insurance policy start date | 2020-01-01 | Insurance policy end date | 2020-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | 0 | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating 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? | Yes | 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 |
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PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 ) |
Policy contract number | 062491 |
Policy instance | 3 |
Insurance contract or identification number | 062491 | Number of Individuals Covered | 119 | Insurance policy start date | 2020-01-01 | Insurance policy end date | 2020-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | 0 | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating 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? | Yes | 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 |
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PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 ) |
Policy contract number | 062491 |
Policy instance | 4 |
Insurance contract or identification number | 062491 | Number of Individuals Covered | 114 | Insurance policy start date | 2019-01-01 | Insurance policy end date | 2019-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | 0 | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating 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? | Yes | 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 |
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PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 ) |
Policy contract number | G-027795 |
Policy instance | 3 |
Insurance contract or identification number | G-027795 | Number of Individuals Covered | 114 | Insurance policy start date | 2019-01-01 | Insurance policy end date | 2019-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | 0 | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating 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? | Yes | 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 |
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METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 ) |
Policy contract number | 35938 |
Policy instance | 2 |
Insurance contract or identification number | 35938 | Number of Individuals Covered | 114 | Insurance policy start date | 2019-07-01 | Insurance policy end date | 2019-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | 0 | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating 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 |
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AMERICAN GENERAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60488 ) |
Policy contract number | 1666920 |
Policy instance | 1 |
Insurance contract or identification number | 1666920 | Number of Individuals Covered | 114 | Insurance policy start date | 2019-01-01 | Insurance policy end date | 2019-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | 0 | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating 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? | Yes | 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 |
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MONUMENTAL LIFE (National Association of Insurance Commissioners NAIC id number: 66281 ) |
Policy contract number | MDA01360TR |
Policy instance | 5 |
Insurance contract or identification number | MDA01360TR | Number of Individuals Covered | 114 | Insurance policy start date | 2019-09-01 | Insurance policy end date | 2019-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | 0 | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating 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 |
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PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 ) |
Policy contract number | 062491 |
Policy instance | 5 |
Insurance contract or identification number | 062491 | Number of Individuals Covered | 117 | Insurance policy start date | 2018-01-01 | Insurance policy end date | 2018-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | 0 | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating 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? | Yes | 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 |
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PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 ) |
Policy contract number | G-027795 |
Policy instance | 4 |
Insurance contract or identification number | G-027795 | Number of Individuals Covered | 117 | Insurance policy start date | 2018-01-01 | Insurance policy end date | 2018-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | 0 | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating 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? | Yes | 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 |
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METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 ) |
Policy contract number | 32937 |
Policy instance | 3 |
Insurance contract or identification number | 32937 | Number of Individuals Covered | 117 | Insurance policy start date | 2018-01-01 | Insurance policy end date | 2018-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | 0 | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating 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? | Yes | 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 |
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METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 ) |
Policy contract number | 35938 |
Policy instance | 2 |
Insurance contract or identification number | 35938 | Number of Individuals Covered | 117 | Insurance policy start date | 2018-07-01 | Insurance policy end date | 2018-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | 0 | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating 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 |
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AMERICAN GENERAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60488 ) |
Policy contract number | 1666920 |
Policy instance | 1 |
Insurance contract or identification number | 1666920 | Number of Individuals Covered | 117 | Insurance policy start date | 2018-01-01 | Insurance policy end date | 2018-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | 0 | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating 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? | Yes | 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 |
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PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 ) |
Policy contract number | 062491 |
Policy instance | 4 |
Insurance contract or identification number | 062491 | Number of Individuals Covered | 117 | Insurance policy start date | 2017-01-01 | Insurance policy end date | 2017-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | 0 | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating 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? | Yes | 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 |
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PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 ) |
Policy contract number | G-027795 |
Policy instance | 3 |
Insurance contract or identification number | G-027795 | Number of Individuals Covered | 117 | Insurance policy start date | 2017-06-21 | Insurance policy end date | 2017-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | 0 | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating 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? | Yes | 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 |
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METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 ) |
Policy contract number | 32937 |
Policy instance | 2 |
Insurance contract or identification number | 32937 | Number of Individuals Covered | 117 | Insurance policy start date | 2017-01-01 | Insurance policy end date | 2017-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | 0 | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating 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? | Yes | 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 |
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AMERICAN GENERAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60488 ) |
Policy contract number | 1666920 |
Policy instance | 1 |
Insurance contract or identification number | 1666920 | Number of Individuals Covered | 117 | Insurance policy start date | 2017-01-01 | Insurance policy end date | 2017-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | 0 | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating 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? | Yes | 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 |
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