RETINA & VITREOUS CENTER, P.C. has sponsored the creation of one or more 401k plans.
Additional information about RETINA & VITREOUS CENTER, P.C.
Submission information for form 5500 for 401k plan RETINA & VITREOUS CENTER, P.C. SAVINGS PLAN
401k plan membership statisitcs for RETINA & VITREOUS CENTER, P.C. SAVINGS PLAN
| Measure | Date | Value |
|---|
| 2022: RETINA & VITREOUS CENTER, P.C. SAVINGS PLAN 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-01-01 | 71 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 56 |
| Number of retired or separated participants receiving benefits | 2022-01-01 | 2 |
| Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 22 |
| Total of all active and inactive participants | 2022-01-01 | 80 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
| Total participants | 2022-01-01 | 80 |
| Number of participants with account balances | 2022-01-01 | 78 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 1 |
| 2021: RETINA & VITREOUS CENTER, P.C. SAVINGS PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-01-01 | 60 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 45 |
| Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 19 |
| Total of all active and inactive participants | 2021-01-01 | 64 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
| Total participants | 2021-01-01 | 64 |
| Number of participants with account balances | 2021-01-01 | 64 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 6 |
| 2020: RETINA & VITREOUS CENTER, P.C. SAVINGS PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-01-01 | 45 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 41 |
| Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 12 |
| Total of all active and inactive participants | 2020-01-01 | 53 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
| Total participants | 2020-01-01 | 53 |
| Number of participants with account balances | 2020-01-01 | 53 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 6 |
| 2019: RETINA & VITREOUS CENTER, P.C. SAVINGS PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 45 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 31 |
| Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 11 |
| Total of all active and inactive participants | 2019-01-01 | 42 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
| Total participants | 2019-01-01 | 42 |
| Number of participants with account balances | 2019-01-01 | 42 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 6 |
| 2018: RETINA & VITREOUS CENTER, P.C. SAVINGS PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 37 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 24 |
| Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 14 |
| Total of all active and inactive participants | 2018-01-01 | 38 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
| Total participants | 2018-01-01 | 38 |
| Number of participants with account balances | 2018-01-01 | 38 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 10 |
| 2017: RETINA & VITREOUS CENTER, P.C. SAVINGS PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 33 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 22 |
| Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 10 |
| Total of all active and inactive participants | 2017-01-01 | 32 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
| Total participants | 2017-01-01 | 32 |
| Number of participants with account balances | 2017-01-01 | 32 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 6 |
| 2016: RETINA & VITREOUS CENTER, P.C. SAVINGS PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 26 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 19 |
| Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 7 |
| Total of all active and inactive participants | 2016-01-01 | 26 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
| Total participants | 2016-01-01 | 26 |
| Number of participants with account balances | 2016-01-01 | 26 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 3 |
| 2015: RETINA & VITREOUS CENTER, P.C. SAVINGS PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 40 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 19 |
| Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 5 |
| Total of all active and inactive participants | 2015-01-01 | 24 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
| Total participants | 2015-01-01 | 24 |
| Number of participants with account balances | 2015-01-01 | 24 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 2 |
| 2014: RETINA & VITREOUS CENTER, P.C. SAVINGS PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 41 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 12 |
| Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 25 |
| Total of all active and inactive participants | 2014-01-01 | 37 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
| Total participants | 2014-01-01 | 37 |
| Number of participants with account balances | 2014-01-01 | 37 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 2 |
| 2013: RETINA & VITREOUS CENTER, P.C. SAVINGS PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 38 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 10 |
| Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 29 |
| Total of all active and inactive participants | 2013-01-01 | 39 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
| Total participants | 2013-01-01 | 39 |
| Number of participants with account balances | 2013-01-01 | 35 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 1 |
| 2012: RETINA & VITREOUS CENTER, P.C. SAVINGS PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 42 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 12 |
| Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 26 |
| Total of all active and inactive participants | 2012-01-01 | 38 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
| Total participants | 2012-01-01 | 38 |
| Number of participants with account balances | 2012-01-01 | 36 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
| 2011: RETINA & VITREOUS CENTER, P.C. SAVINGS PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 41 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 12 |
| Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 25 |
| Total of all active and inactive participants | 2011-01-01 | 37 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
| Total participants | 2011-01-01 | 37 |
| Number of participants with account balances | 2011-01-01 | 35 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 3 |
| 2010: RETINA & VITREOUS CENTER, P.C. SAVINGS PLAN 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-01-01 | 42 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 13 |
| Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 22 |
| Total of all active and inactive participants | 2010-01-01 | 35 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
| Total participants | 2010-01-01 | 35 |
| Number of participants with account balances | 2010-01-01 | 31 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 0 |
| 2009: RETINA & VITREOUS CENTER, P.C. SAVINGS PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 44 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 19 |
| Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 23 |
| Total of all active and inactive participants | 2009-01-01 | 42 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
| Total participants | 2009-01-01 | 42 |
| Number of participants with account balances | 2009-01-01 | 38 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2022 : RETINA & VITREOUS CENTER, P.C. SAVINGS PLAN 2022 401k financial data |
|---|
| Total income from all sources | 2022-12-31 | $-102,132 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $72,117 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $34,348 |
| Total plan assets at end of year | 2022-12-31 | $4,265,385 |
| Total plan assets at beginning of year | 2022-12-31 | $4,439,634 |
| Value of fidelity bond covering the plan | 2022-12-31 | $800,000 |
| Total contributions received or receivable from participants | 2022-12-31 | $152,012 |
| Contributions received from other sources (not participants or employers) | 2022-12-31 | $10,576 |
| Other income received | 2022-12-31 | $-544,236 |
| Net income (gross income less expenses) | 2022-12-31 | $-174,249 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $4,265,385 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $4,439,634 |
| Assets. Value of participant loans | 2022-12-31 | $99,522 |
| Assets. Value of assets in partnership/joint-venture interests | 2022-12-31 | $322,969 |
| Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2022-12-31 | $2,193 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $279,516 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $37,769 |
| 2021 : RETINA & VITREOUS CENTER, P.C. SAVINGS PLAN 2021 401k financial data |
|---|
| Total income from all sources | 2021-12-31 | $738,210 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $37,785 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $5,221 |
| Total plan assets at end of year | 2021-12-31 | $4,439,634 |
| Total plan assets at beginning of year | 2021-12-31 | $3,739,209 |
| Value of fidelity bond covering the plan | 2021-12-31 | $800,000 |
| Total contributions received or receivable from participants | 2021-12-31 | $119,609 |
| Other income received | 2021-12-31 | $386,788 |
| Net income (gross income less expenses) | 2021-12-31 | $700,425 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $4,439,634 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $3,739,209 |
| Assets. Value of participant loans | 2021-12-31 | $92,460 |
| Assets. Value of assets in partnership/joint-venture interests | 2021-12-31 | $298,645 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $231,813 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $32,564 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
| 2020 : RETINA & VITREOUS CENTER, P.C. SAVINGS PLAN 2020 401k financial data |
|---|
| Total income from all sources | 2020-12-31 | $589,446 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $38,015 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $10,167 |
| Total plan assets at end of year | 2020-12-31 | $3,739,209 |
| Total plan assets at beginning of year | 2020-12-31 | $3,187,778 |
| Value of fidelity bond covering the plan | 2020-12-31 | $800,000 |
| Total contributions received or receivable from participants | 2020-12-31 | $109,699 |
| Other income received | 2020-12-31 | $303,873 |
| Net income (gross income less expenses) | 2020-12-31 | $551,431 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $3,739,209 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $3,187,778 |
| Assets. Value of participant loans | 2020-12-31 | $78,903 |
| Assets. Value of assets in partnership/joint-venture interests | 2020-12-31 | $332,947 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $175,874 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $27,848 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
| 2019 : RETINA & VITREOUS CENTER, P.C. SAVINGS PLAN 2019 401k financial data |
|---|
| Total income from all sources | 2019-12-31 | $793,407 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $42,831 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $20,305 |
| Total plan assets at end of year | 2019-12-31 | $3,187,778 |
| Total plan assets at beginning of year | 2019-12-31 | $2,437,202 |
| Value of fidelity bond covering the plan | 2019-12-31 | $800,000 |
| Total contributions received or receivable from participants | 2019-12-31 | $84,551 |
| Other income received | 2019-12-31 | $571,552 |
| Net income (gross income less expenses) | 2019-12-31 | $750,576 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $3,187,778 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $2,437,202 |
| Assets. Value of participant loans | 2019-12-31 | $75,548 |
| Assets. Value of assets in partnership/joint-venture interests | 2019-12-31 | $313,838 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $137,304 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $22,526 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
| 2018 : RETINA & VITREOUS CENTER, P.C. SAVINGS PLAN 2018 401k financial data |
|---|
| Total income from all sources | 2018-12-31 | $30,788 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $69,206 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $55,151 |
| Total plan assets at end of year | 2018-12-31 | $2,437,202 |
| Total plan assets at beginning of year | 2018-12-31 | $2,475,620 |
| Value of fidelity bond covering the plan | 2018-12-31 | $800,000 |
| Total contributions received or receivable from participants | 2018-12-31 | $76,635 |
| Contributions received from other sources (not participants or employers) | 2018-12-31 | $18,264 |
| Other income received | 2018-12-31 | $-189,599 |
| Net income (gross income less expenses) | 2018-12-31 | $-38,418 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $2,437,202 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $2,475,620 |
| Assets. Value of participant loans | 2018-12-31 | $56,335 |
| Assets. Value of assets in partnership/joint-venture interests | 2018-12-31 | $386,679 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $125,488 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $14,055 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
| 2017 : RETINA & VITREOUS CENTER, P.C. SAVINGS PLAN 2017 401k financial data |
|---|
| Total income from all sources | 2017-12-31 | $483,913 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $36,021 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $22,649 |
| Total plan assets at end of year | 2017-12-31 | $2,475,620 |
| Total plan assets at beginning of year | 2017-12-31 | $2,027,728 |
| Value of fidelity bond covering the plan | 2017-12-31 | $800,000 |
| Total contributions received or receivable from participants | 2017-12-31 | $70,654 |
| Other income received | 2017-12-31 | $297,992 |
| Net income (gross income less expenses) | 2017-12-31 | $447,892 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $2,475,620 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $2,027,728 |
| Assets. Value of participant loans | 2017-12-31 | $67,473 |
| Assets. Value of assets in partnership/joint-venture interests | 2017-12-31 | $532,831 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $115,267 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $13,372 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
| 2016 : RETINA & VITREOUS CENTER, P.C. SAVINGS PLAN 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $-38,985 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $189,625 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $180,380 |
| Total plan assets at end of year | 2016-12-31 | $2,027,728 |
| Total plan assets at beginning of year | 2016-12-31 | $2,256,338 |
| Value of fidelity bond covering the plan | 2016-12-31 | $800,000 |
| Total contributions received or receivable from participants | 2016-12-31 | $68,626 |
| Other income received | 2016-12-31 | $-214,141 |
| Net income (gross income less expenses) | 2016-12-31 | $-228,610 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $2,027,728 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $2,256,338 |
| Assets. Value of participant loans | 2016-12-31 | $16,338 |
| Assets. Value of assets in partnership/joint-venture interests | 2016-12-31 | $402,214 |
| Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2016-12-31 | $10,696 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $106,530 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $9,245 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
| 2015 : RETINA & VITREOUS CENTER, P.C. SAVINGS PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $427,862 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $24,763 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $18,087 |
| Total plan assets at end of year | 2015-12-31 | $2,256,338 |
| Total plan assets at beginning of year | 2015-12-31 | $1,853,239 |
| Value of fidelity bond covering the plan | 2015-12-31 | $800,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $68,193 |
| Other income received | 2015-12-31 | $278,107 |
| Net income (gross income less expenses) | 2015-12-31 | $403,099 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $2,256,338 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $1,853,239 |
| Assets. Value of participant loans | 2015-12-31 | $36,910 |
| Assets. Value of assets in partnership/joint-venture interests | 2015-12-31 | $734,883 |
| Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2015-12-31 | $11,491 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $81,562 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $6,676 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
| 2014 : RETINA & VITREOUS CENTER, P.C. SAVINGS PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $15,251 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $312,810 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $305,963 |
| Total plan assets at end of year | 2014-12-31 | $1,853,239 |
| Total plan assets at beginning of year | 2014-12-31 | $2,150,798 |
| Value of fidelity bond covering the plan | 2014-12-31 | $800,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $38,397 |
| Other income received | 2014-12-31 | $-46,118 |
| Net income (gross income less expenses) | 2014-12-31 | $-297,559 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $1,853,239 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $2,150,798 |
| Assets. Value of participant loans | 2014-12-31 | $37,598 |
| Assets. Value of assets in partnership/joint-venture interests | 2014-12-31 | $662,039 |
| Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2014-12-31 | $794 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $22,972 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $6,847 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
| 2013 : RETINA & VITREOUS CENTER, P.C. SAVINGS PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $230,384 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $76,991 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $76,991 |
| Total plan assets at end of year | 2013-12-31 | $2,150,798 |
| Total plan assets at beginning of year | 2013-12-31 | $1,997,405 |
| Value of fidelity bond covering the plan | 2013-12-31 | $600,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $36,621 |
| Other income received | 2013-12-31 | $138,086 |
| Net income (gross income less expenses) | 2013-12-31 | $153,393 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $2,150,798 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $1,997,405 |
| Assets. Value of participant loans | 2013-12-31 | $35,674 |
| Assets. Value of assets in partnership/joint-venture interests | 2013-12-31 | $712,039 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $55,677 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
| 2012 : RETINA & VITREOUS CENTER, P.C. SAVINGS PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $162,441 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $17,376 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $17,376 |
| Total plan assets at end of year | 2012-12-31 | $1,997,405 |
| Total plan assets at beginning of year | 2012-12-31 | $1,852,340 |
| Value of fidelity bond covering the plan | 2012-12-31 | $600,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $16,587 |
| Other income received | 2012-12-31 | $132,439 |
| Net income (gross income less expenses) | 2012-12-31 | $145,065 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $1,997,405 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $1,852,340 |
| Assets. Value of participant loans | 2012-12-31 | $57,004 |
| Assets. Value of assets in partnership/joint-venture interests | 2012-12-31 | $437,024 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $13,415 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
| 2011 : RETINA & VITREOUS CENTER, P.C. SAVINGS PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $-8,419 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $253,907 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $253,907 |
| Total plan assets at end of year | 2011-12-31 | $1,852,340 |
| Total plan assets at beginning of year | 2011-12-31 | $2,114,666 |
| Value of fidelity bond covering the plan | 2011-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $7,797 |
| Other income received | 2011-12-31 | $-21,498 |
| Net income (gross income less expenses) | 2011-12-31 | $-262,326 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $1,852,340 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $2,114,666 |
| Assets. Value of participant loans | 2011-12-31 | $14,285 |
| Assets. Value of assets in partnership/joint-venture interests | 2011-12-31 | $483,056 |
| Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2011-12-31 | $2,060 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $5,282 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
| 2010 : RETINA & VITREOUS CENTER, P.C. SAVINGS PLAN 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $548,672 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $74,209 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $74,209 |
| Total plan assets at end of year | 2010-12-31 | $2,114,666 |
| Total plan assets at beginning of year | 2010-12-31 | $1,640,203 |
| Value of fidelity bond covering the plan | 2010-12-31 | $300,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $11,195 |
| Other income received | 2010-12-31 | $448,989 |
| Net income (gross income less expenses) | 2010-12-31 | $474,463 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $2,114,666 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $1,640,203 |
| Assets. Value of participant loans | 2010-12-31 | $17,843 |
| Assets. Value of assets in partnership/joint-venture interests | 2010-12-31 | $421,133 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $88,488 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
| 2009 : RETINA & VITREOUS CENTER, P.C. SAVINGS PLAN 2009 401k financial data |
|---|
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
| 2022: RETINA & VITREOUS CENTER, P.C. SAVINGS PLAN 2022 form 5500 responses |
|---|
| 2022-01-01 | Type of plan entity | Single employer plan |
| 2022-01-01 | Submission has been amended | No |
| 2022-01-01 | This submission is the final filing | No |
| 2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2022-01-01 | Plan is a collectively bargained plan | No |
| 2022-01-01 | Plan funding arrangement – Trust | Yes |
| 2022-01-01 | Plan benefit arrangement - Trust | Yes |
| 2021: RETINA & VITREOUS CENTER, P.C. SAVINGS PLAN 2021 form 5500 responses |
|---|
| 2021-01-01 | Type of plan entity | Single employer plan |
| 2021-01-01 | Submission has been amended | No |
| 2021-01-01 | This submission is the final filing | No |
| 2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-01-01 | Plan is a collectively bargained plan | No |
| 2021-01-01 | Plan funding arrangement – Trust | Yes |
| 2021-01-01 | Plan benefit arrangement - Trust | Yes |
| 2020: RETINA & VITREOUS CENTER, P.C. SAVINGS PLAN 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | Submission has been amended | No |
| 2020-01-01 | This submission is the final filing | No |
| 2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-01-01 | Plan is a collectively bargained plan | No |
| 2020-01-01 | Plan funding arrangement – Trust | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
| 2019: RETINA & VITREOUS CENTER, P.C. SAVINGS PLAN 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Submission has been amended | No |
| 2019-01-01 | This submission is the final filing | No |
| 2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-01-01 | Plan is a collectively bargained plan | No |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: RETINA & VITREOUS CENTER, P.C. SAVINGS PLAN 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Submission has been amended | No |
| 2018-01-01 | This submission is the final filing | No |
| 2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-01-01 | Plan is a collectively bargained plan | No |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: RETINA & VITREOUS CENTER, P.C. SAVINGS PLAN 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Submission has been amended | No |
| 2017-01-01 | This submission is the final filing | No |
| 2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-01-01 | Plan is a collectively bargained plan | No |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: RETINA & VITREOUS CENTER, P.C. SAVINGS PLAN 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Submission has been amended | No |
| 2016-01-01 | This submission is the final filing | No |
| 2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-01-01 | Plan is a collectively bargained plan | No |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: RETINA & VITREOUS CENTER, P.C. SAVINGS PLAN 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Submission has been amended | No |
| 2015-01-01 | This submission is the final filing | No |
| 2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-01-01 | Plan is a collectively bargained plan | No |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: RETINA & VITREOUS CENTER, P.C. SAVINGS PLAN 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Submission has been amended | No |
| 2014-01-01 | This submission is the final filing | No |
| 2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-01-01 | Plan is a collectively bargained plan | No |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: RETINA & VITREOUS CENTER, P.C. SAVINGS PLAN 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Submission has been amended | No |
| 2013-01-01 | This submission is the final filing | No |
| 2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-01-01 | Plan is a collectively bargained plan | No |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: RETINA & VITREOUS CENTER, P.C. SAVINGS PLAN 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Submission has been amended | No |
| 2012-01-01 | This submission is the final filing | No |
| 2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-01-01 | Plan is a collectively bargained plan | No |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: RETINA & VITREOUS CENTER, P.C. SAVINGS PLAN 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Submission has been amended | No |
| 2011-01-01 | This submission is the final filing | No |
| 2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-01-01 | Plan is a collectively bargained plan | No |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2010: RETINA & VITREOUS CENTER, P.C. SAVINGS PLAN 2010 form 5500 responses |
|---|
| 2010-01-01 | Type of plan entity | Single employer plan |
| 2010-01-01 | Submission has been amended | No |
| 2010-01-01 | This submission is the final filing | No |
| 2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2010-01-01 | Plan is a collectively bargained plan | No |
| 2010-01-01 | Plan funding arrangement – Trust | Yes |
| 2010-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: RETINA & VITREOUS CENTER, P.C. SAVINGS PLAN 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | No |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan is a collectively bargained plan | No |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
| PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 ) |
| Policy contract number | 813254 |
| Policy instance | 2 |
| Insurance contract or identification number | 813254 | | Number of Individuals Covered | 85 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-12-31 | | Total amount of commissions paid to insurance broker | USD $328 | | Total amount of fees paid to insurance company | USD $33 | | 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 | | Commission paid to Insurance Broker | USD $328 | | Amount paid for insurance broker fees | 0 | | Additional information about fees paid to insurance broker | 0 | | Insurance broker organization code? | 3 |
|
| PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 ) |
| Policy contract number | 613953 |
| Policy instance | 1 |
| Insurance contract or identification number | 613953 | | Number of Individuals Covered | 85 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-12-31 | | Total amount of commissions paid to insurance broker | USD $76 | | Total amount of fees paid to insurance company | USD $8 | | 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 | | Commission paid to Insurance Broker | USD $76 | | Amount paid for insurance broker fees | 0 | | Additional information about fees paid to insurance broker | 0 | | Insurance broker organization code? | 3 |
|
| PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 ) |
| Policy contract number | 813254 |
| Policy instance | 2 |
| Insurance contract or identification number | 813254 | | Number of Individuals Covered | 70 | | Insurance policy start date | 2021-01-01 | | Insurance policy end date | 2021-12-31 | | Total amount of commissions paid to insurance broker | USD $214 | | Total amount of fees paid to insurance company | USD $21 | | 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 | | Commission paid to Insurance Broker | USD $214 | | Amount paid for insurance broker fees | 0 | | Additional information about fees paid to insurance broker | 0 | | Insurance broker organization code? | 3 |
|
| PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 ) |
| Policy contract number | 613953 |
| Policy instance | 1 |
| Insurance contract or identification number | 613953 | | Number of Individuals Covered | 70 | | Insurance policy start date | 2021-01-01 | | Insurance policy end date | 2021-12-31 | | Total amount of commissions paid to insurance broker | USD $59 | | Total amount of fees paid to insurance company | USD $6 | | 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 | | Commission paid to Insurance Broker | USD $59 | | Amount paid for insurance broker fees | 0 | | Additional information about fees paid to insurance broker | 0 | | Insurance broker organization code? | 3 |
|
| PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 ) |
| Policy contract number | 813254 |
| Policy instance | 2 |
| Insurance contract or identification number | 813254 | | Number of Individuals Covered | 57 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2020-12-31 | | Total amount of commissions paid to insurance broker | USD $103 | | Total amount of fees paid to insurance company | USD $10 | | 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 | | Commission paid to Insurance Broker | USD $103 | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 10 | | Additional information about fees paid to insurance broker | REFERRAL/SERVICE FEE |
|
| PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 ) |
| Policy contract number | 613953 |
| Policy instance | 1 |
| Insurance contract or identification number | 613953 | | Number of Individuals Covered | 57 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2020-12-31 | | Total amount of commissions paid to insurance broker | USD $39 | | Total amount of fees paid to insurance company | USD $4 | | 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 | | Commission paid to Insurance Broker | USD $39 | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 4 | | Additional information about fees paid to insurance broker | REFERRAL/SERVICE FEE |
|
| PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 ) |
| Policy contract number | 813254 |
| Policy instance | 2 |
| Insurance contract or identification number | 813254 | | Number of Individuals Covered | 41 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 | | Total amount of commissions paid to insurance broker | USD $82 | | Total amount of fees paid to insurance company | USD $8 | | 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 | | Commission paid to Insurance Broker | USD $82 | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 8 | | Additional information about fees paid to insurance broker | REFERRAL/SERVICE FEE |
|
| PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 ) |
| Policy contract number | 613953 |
| Policy instance | 1 |
| Insurance contract or identification number | 613953 | | Number of Individuals Covered | 41 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 | | Total amount of commissions paid to insurance broker | USD $32 | | Total amount of fees paid to insurance company | USD $3 | | 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 | | Commission paid to Insurance Broker | USD $32 | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 3 | | Additional information about fees paid to insurance broker | REFERRAL/SERVICE FEE |
|
| PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 ) |
| Policy contract number | 813254 |
| Policy instance | 2 |
| Insurance contract or identification number | 813254 | | Number of Individuals Covered | 38 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | Total amount of commissions paid to insurance broker | USD $78 | | 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 | | Commission paid to Insurance Broker | USD $78 | | Insurance broker organization code? | 3 |
|
| PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 ) |
| Policy contract number | 613953 |
| Policy instance | 1 |
| Insurance contract or identification number | 613953 | | Number of Individuals Covered | 38 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | Total amount of commissions paid to insurance broker | USD $15 | | 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 | | Commission paid to Insurance Broker | USD $15 | | Insurance broker organization code? | 3 |
|
| PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 ) |
| Policy contract number | 813254 |
| Policy instance | 2 |
| Insurance contract or identification number | 813254 | | Number of Individuals Covered | 26 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Total amount of commissions paid to insurance broker | USD $77 | | 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 | | Commission paid to Insurance Broker | USD $77 | | Insurance broker organization code? | 3 | | Insurance broker name | SIGNATOR INSURANCE AGENCY INC |
|
| PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 ) |
| Policy contract number | 613953 |
| Policy instance | 1 |
| Insurance contract or identification number | 613953 | | Number of Individuals Covered | 26 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Total amount of commissions paid to insurance broker | USD $13 | | 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 | | Commission paid to Insurance Broker | USD $13 | | Insurance broker organization code? | 3 | | Insurance broker name | SIGNATOR INSURANCE AGENCY INC |
|
