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KENNETH E. GROSSMAN, D.D.S., P.A. PROFIT SHARING PLAN 401k Plan overview

Plan NameKENNETH E. GROSSMAN, D.D.S., P.A. PROFIT SHARING PLAN
Plan identification number 002

KENNETH E. GROSSMAN, D.D.S., P.A. PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

KENNETH E. GROSSMAN, D.D.S., P.A. has sponsored the creation of one or more 401k plans.

Company Name:KENNETH E. GROSSMAN, D.D.S., P.A.
Employer identification number (EIN):592087197
NAIC Classification:621210
NAIC Description:Offices of Dentists

Additional information about KENNETH E. GROSSMAN, D.D.S., P.A.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 1981-04-01
Company Identification Number: F24483
Legal Registered Office Address: 7800 RED ROAD

SOUTH MIAMI

33143

More information about KENNETH E. GROSSMAN, D.D.S., P.A.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan KENNETH E. GROSSMAN, D.D.S., P.A. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022019-05-01
0022018-05-01
0022017-05-01
0022016-05-01
0022015-05-01
0022014-05-01KENNETH GROSSMAN
0022013-05-01KENNETH GROSSMAN
0022012-05-01KENNETH GROSSMAN
0022011-05-01KENNETH GROSSMAN
0022010-05-01KENNETH GROSSMAN
0022009-05-01KENNETH GROSSMAN
0022009-05-01KENNETH GROSSMAN
0022009-05-01KENNETH GROSSMAN
0022009-05-01KENNETH GROSSMAN

Plan Statistics for KENNETH E. GROSSMAN, D.D.S., P.A. PROFIT SHARING PLAN

401k plan membership statisitcs for KENNETH E. GROSSMAN, D.D.S., P.A. PROFIT SHARING PLAN

Measure Date Value
2017: KENNETH E. GROSSMAN, D.D.S., P.A. PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-05-013
Total number of active participants reported on line 7a of the Form 55002017-05-013
Number of retired or separated participants receiving benefits2017-05-010
Number of other retired or separated participants entitled to future benefits2017-05-010
Total of all active and inactive participants2017-05-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-05-010
Total participants2017-05-013
Number of participants with account balances2017-05-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-05-010
2016: KENNETH E. GROSSMAN, D.D.S., P.A. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-05-013
Total number of active participants reported on line 7a of the Form 55002016-05-013
Number of retired or separated participants receiving benefits2016-05-010
Number of other retired or separated participants entitled to future benefits2016-05-010
Total of all active and inactive participants2016-05-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-05-010
Total participants2016-05-013
Number of participants with account balances2016-05-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-05-010
2015: KENNETH E. GROSSMAN, D.D.S., P.A. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-05-013
Total number of active participants reported on line 7a of the Form 55002015-05-013
Number of retired or separated participants receiving benefits2015-05-010
Number of other retired or separated participants entitled to future benefits2015-05-010
Total of all active and inactive participants2015-05-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-05-010
Total participants2015-05-013
Number of participants with account balances2015-05-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-05-010
2014: KENNETH E. GROSSMAN, D.D.S., P.A. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-05-013
Total number of active participants reported on line 7a of the Form 55002014-05-013
Number of retired or separated participants receiving benefits2014-05-010
Number of other retired or separated participants entitled to future benefits2014-05-010
Total of all active and inactive participants2014-05-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-05-010
Total participants2014-05-013
Number of participants with account balances2014-05-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-05-010
2013: KENNETH E. GROSSMAN, D.D.S., P.A. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-05-013
Total number of active participants reported on line 7a of the Form 55002013-05-013
Number of retired or separated participants receiving benefits2013-05-010
Number of other retired or separated participants entitled to future benefits2013-05-010
Total of all active and inactive participants2013-05-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-05-010
Total participants2013-05-013
Number of participants with account balances2013-05-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-05-010
2012: KENNETH E. GROSSMAN, D.D.S., P.A. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-05-013
Total number of active participants reported on line 7a of the Form 55002012-05-013
Number of retired or separated participants receiving benefits2012-05-010
Number of other retired or separated participants entitled to future benefits2012-05-010
Total of all active and inactive participants2012-05-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-05-010
Total participants2012-05-013
Number of participants with account balances2012-05-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-05-010
2011: KENNETH E. GROSSMAN, D.D.S., P.A. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-05-014
Total number of active participants reported on line 7a of the Form 55002011-05-013
Number of retired or separated participants receiving benefits2011-05-010
Number of other retired or separated participants entitled to future benefits2011-05-010
Total of all active and inactive participants2011-05-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-05-010
Total participants2011-05-013
Number of participants with account balances2011-05-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-05-010
2010: KENNETH E. GROSSMAN, D.D.S., P.A. PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-05-014
Total number of active participants reported on line 7a of the Form 55002010-05-014
Number of retired or separated participants receiving benefits2010-05-010
Number of other retired or separated participants entitled to future benefits2010-05-010
Total of all active and inactive participants2010-05-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-05-010
Total participants2010-05-014
Number of participants with account balances2010-05-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-05-010
2009: KENNETH E. GROSSMAN, D.D.S., P.A. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-05-014
Total number of active participants reported on line 7a of the Form 55002009-05-014
Number of retired or separated participants receiving benefits2009-05-010
Number of other retired or separated participants entitled to future benefits2009-05-010
Total of all active and inactive participants2009-05-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-05-010
Total participants2009-05-014
Number of participants with account balances2009-05-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-05-010

Financial Data on KENNETH E. GROSSMAN, D.D.S., P.A. PROFIT SHARING PLAN

Measure Date Value
2018 : KENNETH E. GROSSMAN, D.D.S., P.A. PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources2018-04-30$423
Expenses. Total of all expenses incurred2018-04-30$0
Total plan assets at end of year2018-04-30$367,309
Total plan assets at beginning of year2018-04-30$366,886
Value of fidelity bond covering the plan2018-04-30$300,000
Assets. Value of tangible personal property2018-04-30$1,178
Other income received2018-04-30$423
Net income (gross income less expenses)2018-04-30$423
Net plan assets at end of year (total assets less liabilities)2018-04-30$367,309
Net plan assets at beginning of year (total assets less liabilities)2018-04-30$366,886
Assets. Value of participant loans2018-04-30$6,046
Assets. Value of real-estate (other than employer real property)2018-04-30$150,000
2017 : KENNETH E. GROSSMAN, D.D.S., P.A. PROFIT SHARING PLAN 2017 401k financial data
Total plan liabilities at beginning of year2017-04-30$0
Total income from all sources2017-04-30$-3,602
Expenses. Total of all expenses incurred2017-04-30$0
Total plan assets at end of year2017-04-30$366,886
Total plan assets at beginning of year2017-04-30$370,488
Value of fidelity bond covering the plan2017-04-30$300,000
Assets. Value of tangible personal property2017-04-30$1,178
Other income received2017-04-30$-3,602
Net income (gross income less expenses)2017-04-30$-3,602
Net plan assets at end of year (total assets less liabilities)2017-04-30$366,886
Net plan assets at beginning of year (total assets less liabilities)2017-04-30$370,488
Assets. Value of participant loans2017-04-30$6,046
Assets. Value of real-estate (other than employer real property)2017-04-30$150,000
2016 : KENNETH E. GROSSMAN, D.D.S., P.A. PROFIT SHARING PLAN 2016 401k financial data
Total plan liabilities at end of year2016-04-30$0
Total plan liabilities at beginning of year2016-04-30$0
Total income from all sources2016-04-30$7,042
Expenses. Total of all expenses incurred2016-04-30$1,690
Benefits paid (including direct rollovers)2016-04-30$0
Total plan assets at end of year2016-04-30$370,488
Total plan assets at beginning of year2016-04-30$365,136
Value of fidelity bond covering the plan2016-04-30$300,000
Assets. Value of tangible personal property2016-04-30$11,178
Total contributions received or receivable from participants2016-04-30$0
Expenses. Other expenses not covered elsewhere2016-04-30$0
Contributions received from other sources (not participants or employers)2016-04-30$0
Other income received2016-04-30$7,042
Noncash contributions received2016-04-30$0
Net income (gross income less expenses)2016-04-30$5,352
Net plan assets at end of year (total assets less liabilities)2016-04-30$370,488
Net plan assets at beginning of year (total assets less liabilities)2016-04-30$365,136
Assets. Value of participant loans2016-04-30$6,046
Assets. Value of real-estate (other than employer real property)2016-04-30$150,000
Total contributions received or receivable from employer(s)2016-04-30$0
Value of certain deemed distributions of participant loans2016-04-30$0
Value of corrective distributions2016-04-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-04-30$1,690
2015 : KENNETH E. GROSSMAN, D.D.S., P.A. PROFIT SHARING PLAN 2015 401k financial data
Total plan liabilities at end of year2015-04-30$0
Total plan liabilities at beginning of year2015-04-30$0
Total income from all sources2015-04-30$9,819
Expenses. Total of all expenses incurred2015-04-30$1,690
Total plan assets at end of year2015-04-30$365,136
Total plan assets at beginning of year2015-04-30$357,007
Value of fidelity bond covering the plan2015-04-30$300,000
Assets. Value of tangible personal property2015-04-30$10,825
Other income received2015-04-30$9,819
Net income (gross income less expenses)2015-04-30$8,129
Net plan assets at end of year (total assets less liabilities)2015-04-30$365,136
Net plan assets at beginning of year (total assets less liabilities)2015-04-30$357,007
Assets. Value of participant loans2015-04-30$6,046
Assets. Value of real-estate (other than employer real property)2015-04-30$145,000
Expenses. Administrative service providers (salaries,fees and commissions)2015-04-30$1,690
2014 : KENNETH E. GROSSMAN, D.D.S., P.A. PROFIT SHARING PLAN 2014 401k financial data
Transfers to/from the plan2014-04-30$0
Total plan liabilities at end of year2014-04-30$0
Total plan liabilities at beginning of year2014-04-30$0
Total income from all sources2014-04-30$-4,496
Expenses. Total of all expenses incurred2014-04-30$1,690
Benefits paid (including direct rollovers)2014-04-30$0
Total plan assets at end of year2014-04-30$357,007
Total plan assets at beginning of year2014-04-30$363,193
Value of fidelity bond covering the plan2014-04-30$300,000
Assets. Value of tangible personal property2014-04-30$11,578
Total contributions received or receivable from participants2014-04-30$0
Expenses. Other expenses not covered elsewhere2014-04-30$0
Contributions received from other sources (not participants or employers)2014-04-30$0
Other income received2014-04-30$-4,496
Noncash contributions received2014-04-30$0
Net income (gross income less expenses)2014-04-30$-6,186
Net plan assets at end of year (total assets less liabilities)2014-04-30$357,007
Net plan assets at beginning of year (total assets less liabilities)2014-04-30$363,193
Assets. Value of participant loans2014-04-30$6,046
Assets. Value of real-estate (other than employer real property)2014-04-30$112,000
Total contributions received or receivable from employer(s)2014-04-30$0
Value of certain deemed distributions of participant loans2014-04-30$0
Value of corrective distributions2014-04-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-04-30$1,690
2013 : KENNETH E. GROSSMAN, D.D.S., P.A. PROFIT SHARING PLAN 2013 401k financial data
Transfers to/from the plan2013-04-30$0
Total plan liabilities at end of year2013-04-30$0
Total plan liabilities at beginning of year2013-04-30$0
Total income from all sources2013-04-30$-114,908
Expenses. Total of all expenses incurred2013-04-30$3,820
Benefits paid (including direct rollovers)2013-04-30$0
Total plan assets at end of year2013-04-30$363,193
Total plan assets at beginning of year2013-04-30$481,921
Value of fidelity bond covering the plan2013-04-30$300,000
Assets. Value of tangible personal property2013-04-30$13,221
Total contributions received or receivable from participants2013-04-30$0
Expenses. Other expenses not covered elsewhere2013-04-30$0
Contributions received from other sources (not participants or employers)2013-04-30$0
Other income received2013-04-30$-114,908
Noncash contributions received2013-04-30$0
Net income (gross income less expenses)2013-04-30$-118,728
Net plan assets at end of year (total assets less liabilities)2013-04-30$363,193
Net plan assets at beginning of year (total assets less liabilities)2013-04-30$481,921
Assets. Value of participant loans2013-04-30$6,046
Assets. Value of assets in partnership/joint-venture interests2013-04-30$0
Assets. Value of real-estate (other than employer real property)2013-04-30$112,000
Total contributions received or receivable from employer(s)2013-04-30$0
Value of certain deemed distributions of participant loans2013-04-30$0
Value of corrective distributions2013-04-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-04-30$3,820
2012 : KENNETH E. GROSSMAN, D.D.S., P.A. PROFIT SHARING PLAN 2012 401k financial data
Transfers to/from the plan2012-04-30$0
Total plan liabilities at end of year2012-04-30$0
Total plan liabilities at beginning of year2012-04-30$0
Total income from all sources2012-04-30$13,339
Expenses. Total of all expenses incurred2012-04-30$4,590
Benefits paid (including direct rollovers)2012-04-30$0
Total plan assets at end of year2012-04-30$481,921
Total plan assets at beginning of year2012-04-30$473,172
Value of fidelity bond covering the plan2012-04-30$300,000
Assets. Value of tangible personal property2012-04-30$14,400
Total contributions received or receivable from participants2012-04-30$0
Expenses. Other expenses not covered elsewhere2012-04-30$4,590
Contributions received from other sources (not participants or employers)2012-04-30$0
Other income received2012-04-30$13,339
Noncash contributions received2012-04-30$0
Net income (gross income less expenses)2012-04-30$8,749
Net plan assets at end of year (total assets less liabilities)2012-04-30$481,921
Net plan assets at beginning of year (total assets less liabilities)2012-04-30$473,172
Assets. Value of participant loans2012-04-30$6,046
Assets. Value of assets in partnership/joint-venture interests2012-04-30$8,000
Assets. Value of real-estate (other than employer real property)2012-04-30$220,000
Total contributions received or receivable from employer(s)2012-04-30$0
Value of certain deemed distributions of participant loans2012-04-30$0
Value of corrective distributions2012-04-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-04-30$0
2011 : KENNETH E. GROSSMAN, D.D.S., P.A. PROFIT SHARING PLAN 2011 401k financial data
Transfers to/from the plan2011-04-30$0
Total plan liabilities at end of year2011-04-30$0
Total plan liabilities at beginning of year2011-04-30$0
Total income from all sources2011-04-30$47,612
Expenses. Total of all expenses incurred2011-04-30$278
Benefits paid (including direct rollovers)2011-04-30$0
Total plan assets at end of year2011-04-30$473,172
Total plan assets at beginning of year2011-04-30$425,838
Value of fidelity bond covering the plan2011-04-30$300,000
Assets. Value of tangible personal property2011-04-30$14,400
Total contributions received or receivable from participants2011-04-30$0
Expenses. Other expenses not covered elsewhere2011-04-30$278
Contributions received from other sources (not participants or employers)2011-04-30$0
Other income received2011-04-30$47,612
Noncash contributions received2011-04-30$0
Net income (gross income less expenses)2011-04-30$47,334
Net plan assets at end of year (total assets less liabilities)2011-04-30$473,172
Net plan assets at beginning of year (total assets less liabilities)2011-04-30$425,838
Assets. Value of participant loans2011-04-30$6,046
Assets. Value of assets in partnership/joint-venture interests2011-04-30$8,000
Assets. Value of real-estate (other than employer real property)2011-04-30$220,000
Total contributions received or receivable from employer(s)2011-04-30$0
Value of certain deemed distributions of participant loans2011-04-30$0
Value of corrective distributions2011-04-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-04-30$0

Form 5500 Responses for KENNETH E. GROSSMAN, D.D.S., P.A. PROFIT SHARING PLAN

2017: KENNETH E. GROSSMAN, D.D.S., P.A. PROFIT SHARING PLAN 2017 form 5500 responses
2017-05-01Type of plan entitySingle employer plan
2017-05-01Submission has been amendedNo
2017-05-01This submission is the final filingNo
2017-05-01This return/report is a short plan year return/report (less than 12 months)No
2017-05-01Plan is a collectively bargained planNo
2017-05-01Plan funding arrangement – InsuranceYes
2017-05-01Plan funding arrangement – TrustYes
2017-05-01Plan benefit arrangement – InsuranceYes
2017-05-01Plan benefit arrangement - TrustYes
2016: KENNETH E. GROSSMAN, D.D.S., P.A. PROFIT SHARING PLAN 2016 form 5500 responses
2016-05-01Type of plan entitySingle employer plan
2016-05-01Submission has been amendedNo
2016-05-01This submission is the final filingNo
2016-05-01This return/report is a short plan year return/report (less than 12 months)No
2016-05-01Plan is a collectively bargained planNo
2016-05-01Plan funding arrangement – InsuranceYes
2016-05-01Plan funding arrangement – TrustYes
2016-05-01Plan benefit arrangement – InsuranceYes
2016-05-01Plan benefit arrangement - TrustYes
2015: KENNETH E. GROSSMAN, D.D.S., P.A. PROFIT SHARING PLAN 2015 form 5500 responses
2015-05-01Type of plan entitySingle employer plan
2015-05-01Submission has been amendedNo
2015-05-01This submission is the final filingNo
2015-05-01This return/report is a short plan year return/report (less than 12 months)No
2015-05-01Plan is a collectively bargained planNo
2015-05-01Plan funding arrangement – InsuranceYes
2015-05-01Plan funding arrangement – TrustYes
2015-05-01Plan benefit arrangement – InsuranceYes
2015-05-01Plan benefit arrangement - TrustYes
2014: KENNETH E. GROSSMAN, D.D.S., P.A. PROFIT SHARING PLAN 2014 form 5500 responses
2014-05-01Type of plan entitySingle employer plan
2014-05-01Submission has been amendedNo
2014-05-01This submission is the final filingNo
2014-05-01This return/report is a short plan year return/report (less than 12 months)No
2014-05-01Plan is a collectively bargained planNo
2014-05-01Plan funding arrangement – InsuranceYes
2014-05-01Plan funding arrangement – TrustYes
2014-05-01Plan benefit arrangement – InsuranceYes
2014-05-01Plan benefit arrangement - TrustYes
2013: KENNETH E. GROSSMAN, D.D.S., P.A. PROFIT SHARING PLAN 2013 form 5500 responses
2013-05-01Type of plan entitySingle employer plan
2013-05-01Submission has been amendedNo
2013-05-01This submission is the final filingNo
2013-05-01This return/report is a short plan year return/report (less than 12 months)No
2013-05-01Plan is a collectively bargained planNo
2013-05-01Plan funding arrangement – InsuranceYes
2013-05-01Plan funding arrangement – TrustYes
2013-05-01Plan benefit arrangement – InsuranceYes
2013-05-01Plan benefit arrangement - TrustYes
2012: KENNETH E. GROSSMAN, D.D.S., P.A. PROFIT SHARING PLAN 2012 form 5500 responses
2012-05-01Type of plan entitySingle employer plan
2012-05-01Submission has been amendedNo
2012-05-01This submission is the final filingNo
2012-05-01This return/report is a short plan year return/report (less than 12 months)No
2012-05-01Plan is a collectively bargained planNo
2012-05-01Plan funding arrangement – InsuranceYes
2012-05-01Plan funding arrangement – TrustYes
2012-05-01Plan benefit arrangement – InsuranceYes
2012-05-01Plan benefit arrangement - TrustYes
2011: KENNETH E. GROSSMAN, D.D.S., P.A. PROFIT SHARING PLAN 2011 form 5500 responses
2011-05-01Type of plan entitySingle employer plan
2011-05-01Submission has been amendedNo
2011-05-01This submission is the final filingNo
2011-05-01This return/report is a short plan year return/report (less than 12 months)No
2011-05-01Plan is a collectively bargained planNo
2011-05-01Plan funding arrangement – InsuranceYes
2011-05-01Plan funding arrangement – TrustYes
2011-05-01Plan benefit arrangement – InsuranceYes
2011-05-01Plan benefit arrangement - TrustYes
2010: KENNETH E. GROSSMAN, D.D.S., P.A. PROFIT SHARING PLAN 2010 form 5500 responses
2010-05-01Type of plan entitySingle employer plan
2010-05-01Submission has been amendedNo
2010-05-01This submission is the final filingNo
2010-05-01This return/report is a short plan year return/report (less than 12 months)No
2010-05-01Plan is a collectively bargained planNo
2010-05-01Plan funding arrangement – InsuranceYes
2010-05-01Plan funding arrangement – TrustYes
2010-05-01Plan benefit arrangement – InsuranceYes
2010-05-01Plan benefit arrangement - TrustYes
2009: KENNETH E. GROSSMAN, D.D.S., P.A. PROFIT SHARING PLAN 2009 form 5500 responses
2009-05-01Type of plan entitySingle employer plan
2009-05-01Submission has been amendedNo
2009-05-01This submission is the final filingNo
2009-05-01This return/report is a short plan year return/report (less than 12 months)No
2009-05-01Plan is a collectively bargained planNo
2009-05-01Plan funding arrangement – InsuranceYes
2009-05-01Plan funding arrangement – TrustYes
2009-05-01Plan benefit arrangement – InsuranceYes
2009-05-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number0101
Policy instance 1
Insurance contract or identification number0101
Number of Individuals Covered1
Insurance policy start date2017-05-01
Insurance policy end date2018-04-30
Are there contracts with allocated funds for individual policies?1
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number0101
Policy instance 1
Insurance contract or identification number0101
Number of Individuals Covered1
Insurance policy start date2015-05-01
Insurance policy end date2016-04-30
Are there contracts with allocated funds for individual policies?Yes
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number0101
Policy instance 1
Insurance contract or identification number0101
Number of Individuals Covered1
Insurance policy start date2014-05-01
Insurance policy end date2015-04-30
Are there contracts with allocated funds for individual policies?Yes
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number0101
Policy instance 1
Insurance contract or identification number0101
Number of Individuals Covered1
Insurance policy start date2013-05-01
Insurance policy end date2014-04-30
Are there contracts with allocated funds for individual policies?Yes
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number0101
Policy instance 1
Insurance contract or identification number0101
Number of Individuals Covered1
Insurance policy start date2012-05-01
Insurance policy end date2013-04-30
Are there contracts with allocated funds for individual policies?Yes
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number0101
Policy instance 1
Insurance contract or identification number0101
Number of Individuals Covered1
Insurance policy start date2011-05-01
Insurance policy end date2012-04-30
Are there contracts with allocated funds for individual policies?Yes
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number0101
Policy instance 1
Insurance contract or identification number0101
Number of Individuals Covered1
Insurance policy start date2010-05-01
Insurance policy end date2011-04-30
Are there contracts with allocated funds for individual policies?Yes
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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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